| 11/19/2024 | Barclays PLC | 861 | $39K | 0.0% | N/A | 0.019% | |
| 11/15/2024 | Barclays PLC | 861 | $39K | 0.0% | N/A | 0.019% | |
| 11/15/2024 | MML Investors Services LLC | 30,534 | $1.38M | 0.0% | -2.4% | 0.679% | |
| 11/15/2024 | Jane Street Group LLC | 21,154 | $952K | 0.0% | -3.8% | 0.470% | |
| 11/15/2024 | Weaver Consulting Group | 8,399 | $378K | 0.1% | -7.6% | 0.187% | |
| 11/15/2024 | HighTower Advisors LLC | 89,833 | $4.04M | 0.0% | -1.5% | 1.996% | |
|
| 11/15/2024 | Benjamin Edwards Inc. | 9,937 | $447K | 0.0% | N/A | 0.221% | |
| 11/14/2024 | Tradition Wealth Management LLC | 6,146 | $277K | 0.0% | -13.5% | 0.137% | |
| 11/14/2024 | First Commonwealth Financial Corp PA | 31,042 | $1.40M | 0.3% | +2.2% | 0.690% | |
| 11/13/2024 | Townsquare Capital LLC | 8,656 | $390K | 0.0% | -52.1% | 0.192% | |
| 11/12/2024 | Penserra Capital Management LLC | 292,374 | $13.16M | 0.3% | +26.1% | 6.497% | |
| 11/12/2024 | Cerity Partners LLC | 44,249 | $1.99M | 0.0% | -2.1% | 0.983% | |
| 11/4/2024 | Sigma Planning Corp | 11,662 | $525K | 0.0% | -4.5% | 0.259% | |
| 10/30/2024 | Beacon Financial Advisory LLC | 5,883 | $265K | 0.1% | -25.1% | 0.131% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 25,262 | $1.14M | 0.0% | -16.4% | 0.561% | |
| 10/28/2024 | Stephens Inc. AR | 25,366 | $1.14M | 0.0% | -0.9% | 0.564% | |
| 10/25/2024 | Strategic Blueprint LLC | 19,899 | $896K | 0.1% | -5.0% | 0.442% | |
| 10/24/2024 | Arkadios Wealth Advisors | 5,937 | $267K | 0.0% | -7.8% | 0.132% | |
| 10/23/2024 | Outlook Wealth Advisors LLC | 386,972 | $17.42M | 5.0% | +3.4% | 8.599% | |
| 10/22/2024 | My Personal CFO LLC | 50,760 | $2.29M | 1.3% | -3.0% | 1.128% | |
| 10/21/2024 | Integrity Financial Corp WA | 4,920 | $222K | 0.1% | -5.1% | 0.109% | |
| 10/21/2024 | Castleview Partners LLC | 946 | $43K | 0.0% | -45.1% | 0.021% | |
| 10/10/2024 | Retirement Planning Group LLC | 115,425 | $5.20M | 0.3% | -10.8% | 2.565% | |
| 10/8/2024 | Brookstone Capital Management | 20,248 | $912K | 0.0% | -94.3% | 0.450% | |
| 10/8/2024 | Sugarloaf Wealth Management LLC | 1,414 | $64K | 0.0% | -15.0% | 0.031% | |
| 8/22/2024 | Cetera Investment Advisers | 32,212 | $1.39M | 0.0% | -11.8% | 0.716% | |
| 8/21/2024 | Truist Financial Corp | 4,750 | $205K | 0.0% | N/A | 0.106% | |
| 8/20/2024 | HFG Wealth Management LLC | 14,424 | $623K | 0.4% | N/A | 0.321% | |
| 8/14/2024 | Beck Capital Management LLC | 24,088 | $1.04M | 0.3% | -12.1% | 0.535% | |
| 8/13/2024 | AE Wealth Management LLC | 4,891 | $211K | 0.0% | N/A | 0.109% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 49,498 | $2.14M | 0.0% | -7.1% | 1.100% | |
| 8/8/2024 | CoreCap Advisors LLC | 15,213 | $656K | 0.1% | N/A | 0.338% | |
| 8/8/2024 | WPWealth LLP | 10,185 | $440K | 0.1% | -76.5% | 0.226% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 44,002 | $1.90M | 0.2% | -1.9% | 0.978% | |
| 8/7/2024 | Vantage Financial Partners LLC | 11,564 | $499K | 0.1% | -34.9% | 0.257% | |
| 8/6/2024 | Ausdal Financial Partners Inc. | 13,570 | $586K | 0.1% | +3.1% | 0.302% | |
| 8/6/2024 | Chris Bulman Inc | 6,139 | $265K | 0.2% | N/A | 0.136% | |
| 8/2/2024 | Belpointe Asset Management LLC | 47,047 | $2.03M | 0.1% | +1.3% | 1.045% | |
| 8/2/2024 | Larson Financial Group LLC | 802 | $35K | 0.0% | -79.0% | 0.018% | |
| 8/1/2024 | FSA Advisors Inc. | 12,566 | $542K | 0.6% | +3.2% | 0.279% | |
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| 7/31/2024 | Commonwealth Equity Services LLC | 123,143 | $5.32M | 0.0% | -2.3% | 2.737% | |
| 7/29/2024 | Arkadios Wealth Advisors | 6,441 | $278K | 0.0% | +33.9% | 0.143% | |
| 7/27/2024 | Strategic Blueprint LLC | 20,936 | $904K | 0.1% | +2.0% | 0.465% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 56,454 | $2.44M | 0.0% | -21.3% | 1.255% | |
| 7/18/2024 | Brookstone Capital Management | 352,164 | $15.42M | 0.3% | +50.2% | 7.826% | |
| 7/18/2024 | Outlook Wealth Advisors LLC | 374,357 | $16.16M | 5.0% | +2.7% | 8.319% | |
| 7/13/2024 | Retirement Planning Group LLC | 129,408 | $5.59M | 0.4% | -0.2% | 2.876% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 15,547 | $671K | 0.3% | -2.0% | 0.345% | |
| 6/28/2024 | Bright Futures Wealth Management LLC. | 5,634 | $244K | 0.1% | N/A | 0.125% | |
| 5/24/2024 | Cetera Advisors LLC | 22,580 | $941K | 0.0% | +83.4% | 0.502% | |
| 5/23/2024 | FSA Advisors Inc. | 12,182 | $508K | 0.5% | +71.0% | 0.271% | |
| 5/16/2024 | WPWealth LLP | 43,372 | $1.81M | 0.5% | -1.5% | 0.964% | |
| 5/15/2024 | Beck Capital Management LLC | 27,401 | $1.14M | 0.3% | -9.3% | 0.609% | |
| 5/14/2024 | First Commonwealth Financial Corp PA | 27,217 | $1.13M | 0.3% | +79.4% | 0.605% | |
| 5/11/2024 | Orion Capital Management LLC | 9,260 | $386K | 0.2% | -13.9% | 0.206% | |
| 5/2/2024 | Vantage Financial Partners LLC | 17,774 | $741K | 0.2% | +104.7% | 0.404% | |
| 5/2/2024 | Lincoln National Corp | 54,471 | $2.27M | 0.0% | +360.1% | 1.238% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 40,400 | $1.68M | 0.0% | -13.7% | 0.918% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 20,106 | $838K | 0.2% | N/A | 0.457% | |
| 4/30/2024 | Arkadios Wealth Advisors | 4,812 | $201K | 0.0% | N/A | 0.109% | |
| 4/30/2024 | Valtinson Bruner Financial Planning LLC | 81,938 | $3.41M | 1.5% | -5.2% | 1.862% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 125,979 | $5.25M | 0.0% | +147.6% | 2.863% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 9,937 | $414K | 0.0% | +11.0% | 0.226% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 71,691 | $2.99M | 0.0% | +77.1% | 1.629% | |
| 4/24/2024 | Blue Bell Private Wealth Management LLC | 35,458 | $1.48M | 0.3% | -1.5% | 0.806% | |
| 4/24/2024 | Spire Wealth Management | 35,542 | $1.48M | 0.1% | +41.1% | 0.808% | |
| 4/23/2024 | Strategic Blueprint LLC | 20,522 | $855K | 0.1% | +2.2% | 0.466% | |
| 4/22/2024 | PFG Investments LLC | 20,106 | $838K | 0.1% | N/A | 0.457% | |
| 4/22/2024 | Outlook Wealth Advisors LLC | 364,499 | $15.19M | 4.7% | N/A | 8.284% | |
| 4/16/2024 | Weaver Consulting Group | 8,094 | $337K | 0.1% | -10.6% | 0.294% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 12,193 | $508K | 0.0% | +38.1% | 0.443% | |
| 4/15/2024 | Brookstone Capital Management | 234,442 | $9.77M | 0.2% | N/A | 8.525% | |
| 4/15/2024 | Sunbelt Securities Inc. | 6,250 | $260K | 0.0% | +25.0% | 0.227% | |
| 4/13/2024 | Retirement Planning Group LLC | 129,689 | $5.40M | 0.4% | +1,029.7% | 4.716% | |
| 4/12/2024 | Keystone Wealth Services LLC | 4,857 | $202K | 0.1% | N/A | 0.177% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 15,872 | $661K | 0.3% | -12.8% | 0.577% | |
| 4/11/2024 | RFG Advisory LLC | 25,629 | $1.07M | 0.0% | +255.6% | 0.932% | |
| 4/10/2024 | Fragasso Group Inc. | 45,559 | $1.90M | 0.2% | +1.1% | 1.657% | |
| 4/10/2024 | BCS Wealth Management | 13,699 | $571K | 0.2% | N/A | 0.498% | |
| 4/10/2024 | Lantz Financial LLC | 17,631 | $735K | 0.2% | +22.2% | 0.641% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 40,472 | $1.60M | 0.0% | -5.8% | 1.472% | |
| 2/8/2024 | Main Street Financial Solutions LLC | 44,832 | $1.78M | 0.2% | -7.2% | 1.630% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 13,045 | $517K | 0.0% | -12.4% | 0.474% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 46,789 | $1.85M | 0.0% | -12.8% | 1.701% | |
| 2/7/2024 | Integrity Financial Corp WA | 5,183 | $205K | 0.1% | -12.4% | 0.188% | |
| 2/6/2024 | Valtinson Bruner Financial Planning LLC | 86,448 | $3.42M | 1.8% | -3.8% | 3.144% | |
| 2/6/2024 | Lincoln National Corp | 11,839 | $469K | 0.0% | -23.3% | 0.431% | |
| 2/6/2024 | Spire Wealth Management | 25,198 | $1.01M | 0.0% | -1.0% | 0.916% | |
| 2/6/2024 | SRS Capital Advisors Inc. | 11,558 | $458K | 0.1% | -8.7% | 0.420% | |
| 2/6/2024 | Orion Capital Management LLC | 10,760 | $426K | 0.2% | -8.5% | 0.391% | |
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| 2/5/2024 | Vantage Financial Partners LLC | 8,683 | $344K | 0.1% | -6.7% | 0.316% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 8,401 | $333K | 0.0% | +78.4% | 0.305% | |
| 1/30/2024 | DHJJ Financial Advisors Ltd. | 18,193 | $721K | 0.3% | -8.2% | 0.662% | |
| 1/26/2024 | Cerity Partners LLC | 12,655 | $501K | 0.0% | -9.5% | 0.460% | |
| 1/25/2024 | Strategic Blueprint LLC | 20,073 | $795K | 0.1% | -2.9% | 0.730% | |
| 1/25/2024 | Blue Bell Private Wealth Management LLC | 36,009 | $1.43M | 0.3% | -2.8% | 1.309% | |
| 1/16/2024 | Raymond James & Associates | 26,500 | $1.05M | 0.0% | -6.0% | 0.964% | |
| 1/16/2024 | Retirement Planning Group LLC | 11,480 | $455K | 0.0% | -13.4% | 0.417% | |
| 1/16/2024 | CoreCap Advisors LLC | 15,002 | $594K | 0.0% | +4.7% | 0.546% | |
| 1/12/2024 | Bellwether Advisors LLC | 14,196 | $562K | 0.1% | -5.9% | 0.516% | |
