| 1/31/2025 | Atria Wealth Solutions Inc. | 30,976 | $1.18M | 0.0% | -23.2% | 0.313% | |
| 1/31/2025 | Truist Financial Corp | 12,030 | $459K | 0.0% | -2.3% | 0.122% | |
| 1/30/2025 | Hickory Asset Management Inc. | 75,208 | $2.87M | 2.4% | N/A | 0.760% | |
| 1/29/2025 | Beacon Financial Group | 10,000 | $382K | 0.0% | -9.1% | 0.101% | |
| 1/29/2025 | BostonPremier Wealth LLC | 6,478 | $247K | 0.1% | N/A | 0.065% | |
| 1/28/2025 | Spectrum Asset Management Inc. NB CA | 139,471 | $5.32M | 2.4% | -1.7% | 1.409% | |
| 1/27/2025 | Foguth Wealth Management LLC. | 113,866 | $4.42M | 1.2% | -24.4% | 1.150% | |
| 1/24/2025 | Spire Wealth Management | 43,644 | $1.67M | 0.1% | -14.2% | 0.441% | |
| 1/22/2025 | Wetzel Investment Advisors Inc. | 39,280 | $1.50M | 0.7% | -1.1% | 0.397% | |
| 1/17/2025 | Mutual Advisors LLC | 30,048 | $1.16M | 0.0% | -10.7% | 0.304% | |
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| 1/16/2025 | Maltin Wealth Management Inc. | 12,637 | $482K | 0.2% | -14.8% | 0.128% | |
| 1/14/2025 | Ignite Planners LLC | 38,653 | $1.48M | 0.3% | -29.5% | 0.390% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 138,643 | $5.29M | 0.6% | -6.2% | 1.400% | |
| 12/26/2024 | JPMorgan Chase & Co. | 14,303 | $534K | 0.0% | N/A | 0.144% | |
| 11/19/2024 | Barclays PLC | 2,463 | $92K | 0.0% | N/A | 0.025% | |
| 11/15/2024 | Barclays PLC | 2,463 | $92K | 0.0% | N/A | 0.025% | |
| 11/15/2024 | MML Investors Services LLC | 16,046 | $599K | 0.0% | -4.6% | 0.162% | |
| 11/15/2024 | Jane Street Group LLC | 28,470 | $1.06M | 0.0% | -22.8% | 0.288% | |
| 11/14/2024 | CreativeOne Wealth LLC | 5,562 | $208K | 0.0% | -56.4% | 0.056% | |
| 11/12/2024 | StoneX Group Inc. | 19,664 | $734K | 0.1% | -2.5% | 0.199% | |
| 11/12/2024 | Jim Saulnier & Associates LLC | 11,733 | $438K | 0.4% | N/A | 0.119% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 588,707 | $21.98M | 0.3% | -1.8% | 5.947% | |
| 11/5/2024 | First Heartland Consultants Inc. | 6,113 | $228K | 0.0% | -6.8% | 0.062% | |
| 11/5/2024 | Harbour Investments Inc. | 52,219 | $1.95M | 0.1% | -1.4% | 0.527% | |
| 11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 6,289 | $235K | 0.0% | -23.7% | 0.064% | |
| 11/1/2024 | Holistic Planning LLC | 18,194 | $679K | 0.3% | N/A | 0.184% | |
| 10/30/2024 | Wetzel Investment Advisors Inc. | 39,702 | $1.48M | 0.7% | -3.9% | 0.401% | |
| 10/29/2024 | Clear Creek Financial Management LLC | 6,602 | $247K | 0.0% | +12.9% | 0.067% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 748 | $28K | 0.0% | +148.5% | 0.008% | |
| 10/28/2024 | Focus Financial Network Inc. | 8,618 | $322K | 0.0% | +45.2% | 0.087% | |
| 10/23/2024 | Spectrum Asset Management Inc. NB CA | 141,874 | $5.30M | 2.2% | -0.6% | 1.433% | |
| 10/21/2024 | Integrity Financial Corp WA | 35,226 | $1.32M | 0.8% | -3.3% | 0.356% | |
| 10/18/2024 | Raymond James & Associates | 103,657 | $3.87M | 0.0% | -3.9% | 1.047% | |
| 10/15/2024 | NBC Securities Inc. | 3,758 | $140K | 0.0% | -7.6% | 0.038% | |
| 10/9/2024 | Maltin Wealth Management Inc. | 14,827 | $554K | 0.3% | -12.4% | 0.150% | |
| 10/8/2024 | CWM LLC | 109,524 | $4.09M | 0.0% | -16.5% | 1.106% | |
| 8/22/2024 | Cetera Investment Advisers | 305,722 | $11.01M | 0.0% | +74.7% | 3.088% | |
| 8/21/2024 | Truist Financial Corp | 14,268 | $514K | 0.0% | +5.1% | 0.144% | |
| 8/16/2024 | Sunbelt Securities Inc. | 10,819 | $389K | 0.0% | +36.5% | 0.109% | |
| 8/13/2024 | AE Wealth Management LLC | 61,422 | $2.21M | 0.0% | +129.4% | 0.620% | |
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| 8/8/2024 | Envestnet Asset Management Inc. | 47,608 | $1.71M | 0.0% | -79.5% | 0.481% | |
| 8/8/2024 | Oppenheimer & Co. Inc. | 599,727 | $21.59M | 0.3% | N/A | 6.058% | |
| 8/7/2024 | MGO One Seven LLC | 25,405 | $915K | 0.0% | N/A | 0.257% | |
| 8/2/2024 | FSB Premier Wealth Management Inc. | 31,696 | $1.14M | 0.5% | +9.0% | 0.320% | |
| 7/31/2024 | Spire Wealth Management | 60,493 | $2.18M | 0.1% | +3,354.8% | 0.611% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 122,930 | $4.43M | 0.0% | +37.6% | 1.242% | |
| 7/30/2024 | Integrity Financial Corp WA | 36,433 | $1.31M | 0.8% | +127.5% | 0.368% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 15,013 | $540K | 0.0% | +5.5% | 0.152% | |
| 7/26/2024 | Harbour Investments Inc. | 52,937 | $1.91M | 0.1% | +1.5% | 0.535% | |
| 7/25/2024 | First Heartland Consultants Inc. | 6,556 | $236K | 0.0% | N/A | 0.066% | |
| 7/25/2024 | Clear Creek Financial Management LLC | 5,850 | $211K | 0.0% | N/A | 0.059% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 26,930 | $969K | 0.0% | +14.2% | 0.272% | |
| 7/22/2024 | Mayfair Advisory Group LLC | 9,592 | $350K | 0.2% | -37.2% | 0.097% | |
| 7/19/2024 | Lifestyle Asset Management Inc. | 597,079 | $21.50M | 12.3% | -26.7% | 6.031% | |
| 7/19/2024 | Raymond James & Associates | 107,859 | $3.88M | 0.0% | +1,146.8% | 1.089% | |
| 7/16/2024 | Cascade Investment Group Inc. | 7,982 | $287K | 0.2% | N/A | 0.081% | |
| 7/16/2024 | Foguth Wealth Management LLC. | 152,291 | $5.48M | 2.4% | +21.8% | 1.538% | |
| 7/13/2024 | Spectrum Asset Management Inc. NB CA | 142,774 | $5.14M | 2.4% | -49.9% | 1.442% | |
| 7/12/2024 | Ignite Planners LLC | 54,792 | $1.99M | 0.5% | +0.8% | 0.553% | |
| 7/12/2024 | Maltin Wealth Management Inc. | 16,925 | $609K | 0.3% | +136.8% | 0.171% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 1,543 | $56K | 0.0% | -17.8% | 0.016% | |
| 7/10/2024 | CWM LLC | 131,142 | $4.72M | 0.0% | +134.3% | 1.325% | |
| 5/24/2024 | Cetera Advisors LLC | 18,125 | $633K | 0.0% | +21.6% | 0.183% | |
| 5/24/2024 | Cetera Investment Advisers | 175,014 | $6.11M | 0.0% | +178.0% | 1.768% | |
| 5/14/2024 | CreativeOne Wealth LLC | 153,378 | $5.35M | 0.2% | +219.4% | 1.549% | |
| 5/10/2024 | 1ST Source Bank | 42,360 | $1.48M | 0.1% | N/A | 0.428% | |
| 5/9/2024 | Camelot Portfolios LLC | 6,676 | $233K | 0.2% | -12.6% | 0.067% | |
| 5/3/2024 | Integrity Financial Corp WA | 16,016 | $559K | 0.4% | +130.1% | 0.172% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 726 | $25K | 0.0% | -97.1% | 0.008% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 89,354 | $3.12M | 0.0% | +3.2% | 0.961% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 18,730 | $654K | 0.0% | +62.9% | 0.201% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 7,859 | $274K | 0.0% | +556.6% | 0.085% | |
| 4/24/2024 | Spire Wealth Management | 1,751 | $61K | 0.0% | N/A | 0.019% | |
| 4/23/2024 | Spectrum Asset Management Inc. NB CA | 284,732 | $9.94M | 4.3% | N/A | 3.062% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 112,312 | $3.92M | 0.0% | +655.6% | 1.208% | |
| 4/19/2024 | Lifestyle Asset Management Inc. | 814,682 | $28.43M | 16.8% | N/A | 8.760% | |
| 4/18/2024 | Mayfair Advisory Group LLC | 15,284 | $533K | 0.4% | N/A | 0.251% | |
| 4/17/2024 | Foguth Wealth Management LLC. | 125,052 | $4.36M | 2.3% | N/A | 2.050% | |
| 4/16/2024 | Maltin Wealth Management Inc. | 7,146 | $249K | 0.1% | N/A | 0.117% | |
| 4/15/2024 | Sunbelt Securities Inc. | 7,924 | $277K | 0.0% | +22.1% | 0.130% | |
| 4/12/2024 | Ignite Planners LLC | 54,357 | $1.89M | 0.5% | +31.3% | 0.891% | |
| 4/10/2024 | Schulz Wealth LTD. | 13,417 | $468K | 0.4% | -23.9% | 0.220% | |
| 4/10/2024 | Signal Advisors Wealth LLC | 125,052 | $4.36M | 1.1% | +10.9% | 2.050% | |
| 4/5/2024 | NBC Securities Inc. | 2,490 | $86K | 0.0% | -21.2% | 0.041% | |
| 2/13/2024 | Arbor Capital Management Inc. ADV | 6,888 | $233K | 0.2% | N/A | 0.113% | |
| 2/12/2024 | Schulz Wealth LTD. | 17,629 | $597K | 0.6% | N/A | 0.289% | |
| 2/9/2024 | CreativeOne Wealth LLC | 48,018 | $1.63M | 0.1% | -53.6% | 0.787% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 7,814 | $265K | 0.0% | N/A | 0.128% | |
| 2/7/2024 | NBC Securities Inc. | 3,159 | $106K | 0.0% | -17.6% | 0.052% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 25,439 | $861K | 0.1% | -17.6% | 0.417% | |
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| 2/2/2024 | Atria Wealth Solutions Inc. | 18,864 | $639K | 0.0% | +21.1% | 0.309% | |
| 1/31/2024 | Wetzel Investment Advisors Inc. | 41,455 | $1.40M | 0.9% | N/A | 0.680% | |
| 1/29/2024 | Hartford Financial Management Inc. | 10,198 | $345K | 0.1% | -38.8% | 0.167% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 11,205 | $379K | 0.0% | -3.9% | 0.184% | |
| 1/24/2024 | Sowell Financial Services LLC | 12,767 | $444K | 0.0% | N/A | 0.209% | |
| 1/23/2024 | Camelot Portfolios LLC | 7,640 | $259K | 0.2% | +7.3% | 0.125% | |
| 1/17/2024 | Acorn Financial Advisory Services Inc. ADV | 9,603 | $325K | 0.1% | -10.0% | 0.157% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 14,864 | $503K | 0.0% | -8.4% | 0.244% | |
| 1/12/2024 | Mutual Advisors LLC | 32,034 | $1.08M | 0.0% | -17.9% | 0.525% | |
| 1/10/2024 | Advance Capital Management Inc. | 23,526 | $796K | 0.1% | -18.4% | 0.386% | |
