| 11/18/2024 | Sunbelt Securities Inc. | 49,245 | $2.14M | 0.2% | -3.0% | 0.852% | |
| 11/15/2024 | MML Investors Services LLC | 28,782 | $1.25M | 0.0% | -11.6% | 0.498% | |
| 11/15/2024 | Jane Street Group LLC | 16,488 | $715K | 0.0% | N/A | 0.285% | |
| 11/15/2024 | HighTower Advisors LLC | 191,197 | $8.29M | 0.0% | +0.3% | 3.308% | |
| 11/14/2024 | Tradition Wealth Management LLC | 26,951 | $1.17M | 0.1% | -7.2% | 0.466% | |
| 11/14/2024 | First Commonwealth Financial Corp PA | 61,409 | $2.66M | 0.6% | -17.6% | 1.062% | |
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| 11/13/2024 | Townsquare Capital LLC | 9,040 | $392K | 0.0% | -37.2% | 0.156% | |
| 11/13/2024 | FMR LLC | 5,105 | $221K | 0.0% | +17.2% | 0.088% | |
| 11/12/2024 | Centaurus Financial Inc. | 57,036 | $2.47M | 0.2% | -40.8% | 0.987% | |
| 11/12/2024 | Penserra Capital Management LLC | 304,367 | $13.20M | 0.3% | +26.1% | 5.266% | |
| 11/12/2024 | Cerity Partners LLC | 203,820 | $8.84M | 0.0% | +1.0% | 3.526% | |
| 11/7/2024 | Caprock Group LLC | 78,220 | $3.39M | 0.1% | -5.4% | 1.353% | |
| 11/6/2024 | Valtinson Bruner Financial Planning LLC | 62,867 | $2.73M | 1.0% | -36.8% | 1.088% | |
| 11/5/2024 | Ashton Thomas Private Wealth LLC | 148,585 | $6.44M | 0.3% | -4.4% | 2.571% | |
| 11/4/2024 | Sigma Planning Corp | 30,335 | $1.32M | 0.0% | +63.8% | 0.525% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 24,559 | $1.07M | 0.0% | +8.9% | 0.425% | |
| 10/25/2024 | Strategic Blueprint LLC | 69,588 | $3.02M | 0.2% | -1.7% | 1.204% | |
| 10/24/2024 | Motiv8 Investments LLC | 38,080 | $1.65M | 1.1% | -2.0% | 0.659% | |
| 10/23/2024 | Outlook Wealth Advisors LLC | 103,897 | $4.51M | 1.3% | +5.3% | 1.798% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 22,804 | $989K | 0.4% | -1.6% | 0.395% | |
| 10/22/2024 | Chris Bulman Inc | 10,947 | $475K | 0.3% | -2.1% | 0.189% | |
| 10/22/2024 | My Personal CFO LLC | 82,620 | $3.58M | 2.0% | -1.0% | 1.429% | |
| 10/21/2024 | Castleview Partners LLC | 2,137 | $93K | 0.1% | -27.4% | 0.037% | |
| 10/19/2024 | Capital Wealth Management LLC | 44,691 | $1.94M | 0.8% | +3.2% | 0.773% | |
| 10/9/2024 | Maltin Wealth Management Inc. | 42,208 | $1.83M | 0.9% | -18.7% | 0.730% | |
| 10/8/2024 | Daymark Wealth Partners LLC | 19,741 | $856K | 0.0% | -7.0% | 0.342% | |
| 10/8/2024 | Brookstone Capital Management | 402,595 | $17.46M | 0.3% | +6.3% | 6.965% | |
| 10/8/2024 | City Center Advisors LLC | 11,758 | $510K | 0.6% | -4.0% | 0.203% | |
| 9/23/2024 | Centaurus Financial Inc. | 96,343 | $4.00M | 0.3% | +187.9% | 1.667% | |
| 8/22/2024 | Cetera Investment Advisers | 49,012 | $2.03M | 0.0% | +12.6% | 0.848% | |
| 8/16/2024 | Sunbelt Securities Inc. | 50,745 | $2.11M | 0.2% | +9.1% | 0.878% | |
| 8/16/2024 | NewEdge Advisors LLC | 165,966 | $6.89M | 0.0% | N/A | 2.871% | |
| 8/15/2024 | Daymark Wealth Partners LLC | 21,231 | $881K | 0.0% | N/A | 0.367% | |
| 8/14/2024 | Clear Point Advisors Inc. | 25,532 | $1.06M | 0.9% | -1.5% | 0.442% | |
| 8/14/2024 | Beck Capital Management LLC | 6,905 | $286K | 0.1% | -18.8% | 0.119% | |
| 8/9/2024 | WealthPLAN Partners LLC | 9,333 | $387K | 0.0% | N/A | 0.161% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 79,138 | $3.28M | 0.0% | +29.0% | 1.369% | |
| 8/8/2024 | CoreCap Advisors LLC | 17,827 | $739K | 0.1% | N/A | 0.308% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 155,458 | $6.45M | 0.4% | N/A | 2.690% | |
| 8/6/2024 | Caprock Group LLC | 82,688 | $3.43M | 0.1% | N/A | 1.431% | |
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| 8/6/2024 | Chris Bulman Inc | 11,181 | $464K | 0.3% | N/A | 0.193% | |
| 8/6/2024 | Motiv8 Investments LLC | 38,857 | $1.61M | 1.2% | +7.5% | 0.672% | |
| 8/6/2024 | Valtinson Bruner Financial Planning LLC | 99,419 | $4.13M | 1.6% | -1.1% | 1.720% | |
| 8/1/2024 | FSA Advisors Inc. | 15,306 | $635K | 0.7% | +77.8% | 0.265% | |
| 8/1/2024 | Bellwether Advisors LLC | 5,376 | $223K | 0.0% | -8.9% | 0.093% | |
| 7/31/2024 | Spire Wealth Management | 30,405 | $1.26M | 0.0% | +7.1% | 0.526% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 420,938 | $17.47M | 0.0% | +9.3% | 7.283% | |
| 7/30/2024 | Integral Investment Advisors Inc. | 246,432 | $10.24M | 3.8% | +3.4% | 4.264% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 6,117 | $254K | 0.0% | N/A | 0.106% | |
| 7/29/2024 | Arkadios Wealth Advisors | 5,002 | $208K | 0.0% | N/A | 0.087% | |
| 7/27/2024 | Strategic Blueprint LLC | 70,770 | $2.94M | 0.2% | +114.8% | 1.224% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 94,273 | $3.91M | 0.0% | +68.2% | 1.631% | |
| 7/26/2024 | My Personal CFO LLC | 83,420 | $3.46M | 1.8% | +40.4% | 1.443% | |
| 7/24/2024 | Secure Asset Management LLC | 9,264 | $384K | 0.1% | N/A | 0.160% | |
| 7/19/2024 | KFG Wealth Management LLC | 4,854 | $201K | 0.1% | N/A | 0.084% | |
| 7/18/2024 | Brookstone Capital Management | 378,879 | $15.95M | 0.3% | +4,538.6% | 6.555% | |
| 7/18/2024 | Outlook Wealth Advisors LLC | 98,625 | $4.09M | 1.3% | +1,101.7% | 1.706% | |
| 7/17/2024 | Capital Wealth Management LLC | 43,311 | $1.80M | 0.8% | N/A | 0.749% | |
| 7/16/2024 | BCS Wealth Management | 9,304 | $386K | 0.2% | +53.9% | 0.161% | |
| 7/15/2024 | RFG Advisory LLC | 20,170 | $837K | 0.0% | +60.5% | 0.349% | |
| 7/13/2024 | Keystone Wealth Services LLC | 13,216 | $548K | 0.2% | +150.8% | 0.229% | |
| 7/12/2024 | CRA Financial Services LLC | 5,248 | $218K | 0.0% | N/A | 0.091% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 23,164 | $961K | 0.4% | +19.5% | 0.401% | |
| 7/10/2024 | Lantz Financial LLC | 9,533 | $396K | 0.1% | +79.6% | 0.165% | |
| 7/9/2024 | Fragasso Financial Advisors Inc | 7,950 | $330K | 0.0% | +31.3% | 0.138% | |
| 6/28/2024 | Bright Futures Wealth Management LLC. | 7,675 | $319K | 0.2% | N/A | 0.133% | |
| 5/30/2024 | Motiv8 Investments LLC | 36,141 | $1.45M | 1.1% | +9.5% | 0.625% | |
| 5/24/2024 | Cetera Advisors LLC | 19,226 | $770K | 0.0% | -35.3% | 0.333% | |
| 5/24/2024 | Cetera Investment Advisers | 43,535 | $1.74M | 0.0% | +627.2% | 0.753% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 5,925 | $237K | 0.0% | N/A | 0.103% | |
| 5/15/2024 | Beck Capital Management LLC | 8,507 | $341K | 0.1% | -3.5% | 0.147% | |
| 5/11/2024 | Orion Capital Management LLC | 4,334 | $174K | 0.1% | -15.4% | 0.075% | |
| 5/9/2024 | Souders Financial Advisors | 5,857 | $235K | 0.0% | N/A | 0.101% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 26,937 | $1.08M | 0.0% | -64.7% | 0.492% | |
| 4/30/2024 | Valtinson Bruner Financial Planning LLC | 100,500 | $4.02M | 1.7% | -2.8% | 1.834% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 384,966 | $15.41M | 0.0% | +13.4% | 7.025% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 56,064 | $2.25M | 0.0% | +5.3% | 1.023% | |
| 4/23/2024 | Strategic Blueprint LLC | 32,947 | $1.32M | 0.1% | +37.1% | 0.601% | |
| 4/16/2024 | Maltin Wealth Management Inc. | 51,899 | $2.08M | 1.2% | -5.8% | 1.121% | |
| 4/15/2024 | Brookstone Capital Management | 8,168 | $327K | 0.0% | +11.6% | 0.176% | |
| 4/15/2024 | Sunbelt Securities Inc. | 46,530 | $1.86M | 0.2% | -7.0% | 1.005% | |
| 4/12/2024 | Keystone Wealth Services LLC | 5,269 | $211K | 0.1% | N/A | 0.114% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 19,390 | $776K | 0.3% | -37.8% | 0.419% | |
| 4/11/2024 | RFG Advisory LLC | 12,564 | $503K | 0.0% | N/A | 0.271% | |
| 4/10/2024 | BCS Wealth Management | 6,046 | $242K | 0.1% | -56.8% | 0.131% | |
| 2/26/2024 | Centaurus Financial Inc. | 34,303 | $1.31M | 0.1% | -5.1% | 0.741% | |
| 2/16/2024 | Wealthquest Corp | 13,888 | $531K | 0.1% | -8.7% | 0.300% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 53,239 | $2.03M | 0.0% | -13.6% | 1.150% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 12,268 | $469K | 0.0% | -14.5% | 0.265% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 76,216 | $2.91M | 0.0% | -5.1% | 1.646% | |
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| 2/7/2024 | Integrity Financial Corp WA | 3,922 | $150K | 0.1% | -16.1% | 0.085% | |
| 2/7/2024 | Principal Securities Inc. | 4,502 | $172K | 0.0% | N/A | 0.097% | |
| 2/6/2024 | Valtinson Bruner Financial Planning LLC | 103,421 | $3.95M | 2.0% | -1.7% | 2.234% | |
| 2/6/2024 | Lincoln National Corp | 61,749 | $2.36M | 0.0% | +0.7% | 1.334% | |
| 2/6/2024 | SRS Capital Advisors Inc. | 11,347 | $434K | 0.0% | -4.7% | 0.245% | |
| 2/1/2024 | Sigma Planning Corp | 7,741 | $296K | 0.0% | -39.9% | 0.167% | |
| 1/31/2024 | Integral Investment Advisors Inc. | 230,846 | $8.82M | 5.6% | +0.5% | 4.986% | |
| 1/30/2024 | DHJJ Financial Advisors Ltd. | 31,196 | $1.19M | 0.6% | -3.2% | 0.674% | |
| 1/26/2024 | Sequoia Financial Advisors LLC | 8,713 | $333K | 0.0% | -46.3% | 0.188% | |
| 1/25/2024 | Strategic Blueprint LLC | 24,032 | $918K | 0.1% | -43.4% | 0.519% | |
