| 11/15/2024 | MML Investors Services LLC | 6,271 | $264K | 0.0% | -23.9% | 0.097% | |
| 11/15/2024 | Jane Street Group LLC | 39,266 | $1.66M | 0.0% | -20.8% | 0.609% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 10,032 | $423K | 0.0% | -5.5% | 0.156% | |
| 11/12/2024 | Icon Wealth Advisors LLC | 937 | $40K | 0.0% | -91.8% | 0.015% | |
| 11/5/2024 | Harbour Investments Inc. | 84,144 | $3.55M | 0.1% | -0.6% | 1.305% | |
| 10/29/2024 | Clear Creek Financial Management LLC | 33,620 | $1.42M | 0.2% | +2.4% | 0.521% | |
|
| 10/25/2024 | Mutual Advisors LLC | 61,963 | $2.64M | 0.1% | -12.5% | 0.961% | |
| 10/15/2024 | NBC Securities Inc. | 7,812 | $329K | 0.0% | -8.6% | 0.121% | |
| 10/9/2024 | Pinnacle Bancorp Inc. | 606 | $26K | 0.0% | N/A | 0.009% | |
| 10/8/2024 | CWM LLC | 65,356 | $2.76M | 0.0% | -7.1% | 1.013% | |
| 9/5/2024 | Sanctuary Advisors LLC | 7,378 | $296K | 0.0% | N/A | 0.114% | |
| 8/22/2024 | Cetera Investment Advisers | 121,297 | $5.02M | 0.0% | -28.6% | 1.881% | |
| 8/21/2024 | Truist Financial Corp | 45,747 | $1.90M | 0.0% | -5.4% | 0.709% | |
| 8/16/2024 | Sunbelt Securities Inc. | 37,540 | $1.56M | 0.2% | -11.4% | 0.582% | |
| 8/14/2024 | Commonwealth Financial Services LLC | 4,871 | $203K | 0.0% | -32.3% | 0.076% | |
| 8/13/2024 | AE Wealth Management LLC | 22,379 | $927K | 0.0% | -8.7% | 0.347% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 112,299 | $4.65M | 0.0% | -4.8% | 1.741% | |
| 7/31/2024 | Spire Wealth Management | 36,355 | $1.51M | 0.1% | -4.7% | 0.564% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 253,309 | $10.49M | 0.0% | -5.7% | 3.927% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 218,285 | $9.04M | 0.3% | +0.7% | 3.384% | |
| 7/30/2024 | Integrity Financial Corp WA | 6,950 | $288K | 0.2% | -50.3% | 0.108% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 10,507 | $435K | 0.0% | -4.5% | 0.163% | |
| 7/26/2024 | Harbour Investments Inc. | 84,670 | $3.51M | 0.1% | -0.6% | 1.313% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 42,757 | $1.77M | 0.0% | -6.0% | 0.663% | |
| 7/25/2024 | Clear Creek Financial Management LLC | 32,820 | $1.36M | 0.2% | -12.1% | 0.509% | |
| 7/25/2024 | SNS Financial Group LLC | 10,458 | $433K | 0.0% | -17.4% | 0.162% | |
| 7/24/2024 | LVZ Inc. | 11,220 | $465K | 0.1% | N/A | 0.174% | |
| 7/22/2024 | Mayfair Advisory Group LLC | 7,330 | $306K | 0.2% | -16.7% | 0.114% | |
| 7/19/2024 | World Equity Group Inc. | 20,142 | $834K | 0.2% | -8.0% | 0.312% | |
| 7/13/2024 | Keystone Wealth Services LLC | 34,835 | $1.44M | 0.4% | -17.7% | 0.540% | |
| 7/10/2024 | CWM LLC | 70,357 | $2.91M | 0.0% | -14.3% | 1.091% | |
| 5/24/2024 | Cetera Advisors LLC | 125,396 | $5.07M | 0.0% | +157.8% | 1.944% | |
| 5/24/2024 | Cetera Investment Advisers | 169,916 | $6.86M | 0.0% | +162.7% | 2.634% | |
| 5/21/2024 | Atria Investments Inc | 51,915 | $2.10M | 0.0% | +1.2% | 0.805% | |
| 5/10/2024 | Osaic Holdings Inc. | 210,751 | $8.51M | 0.0% | -50.0% | 3.267% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 28,068 | $1.13M | 0.0% | -12.2% | 0.435% | |
| 5/7/2024 | American Planning Services Inc. | 6,561 | $265K | 0.2% | -13.3% | 0.102% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 216,766 | $8.76M | 0.3% | +3.5% | 3.361% | |
| 5/3/2024 | Integrity Financial Corp WA | 13,995 | $565K | 0.4% | -6.2% | 0.218% | |
| 5/2/2024 | Mutual Advisors LLC | 229,047 | $9.25M | 0.3% | -0.6% | 3.562% | |
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| 5/1/2024 | Janney Montgomery Scott LLC | 20,596 | $832K | 0.0% | -39.8% | 0.320% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 2,661 | $107K | 0.0% | -91.7% | 0.041% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 268,602 | $10.85M | 0.0% | -0.7% | 4.177% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 37,353 | $1.51M | 0.2% | +9.6% | 0.581% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 45,504 | $1.84M | 0.0% | -8.5% | 0.708% | |
| 4/24/2024 | Spire Wealth Management | 38,137 | $1.54M | 0.1% | -6.2% | 0.593% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 136,308 | $5.51M | 0.0% | -0.4% | 2.120% | |
| 4/22/2024 | Echo Wealth Management LLC | 40,955 | $1.65M | 1.4% | -1.1% | 0.637% | |
| 4/18/2024 | AlphaMark Advisors LLC | 1,180 | $48K | 0.0% | -40.4% | 0.017% | |
| 4/18/2024 | Mayfair Advisory Group LLC | 8,797 | $355K | 0.3% | -71.8% | 0.129% | |
| 4/15/2024 | Sunbelt Securities Inc. | 42,363 | $1.71M | 0.2% | -9.3% | 0.623% | |
| 4/10/2024 | Signal Advisors Wealth LLC | 6,320 | $255K | 0.1% | N/A | 0.093% | |
| 4/5/2024 | NBC Securities Inc. | 9,310 | $376K | 0.0% | -28.9% | 0.137% | |
| 3/4/2024 | Vima LLC | 1,462 | $57K | 0.1% | N/A | 0.022% | |
| 3/1/2024 | Creekmur Asset Management LLC | 1,186 | $46K | 0.0% | N/A | 0.017% | |
| 2/23/2024 | Beacon Financial Group | 161,006 | $6.23M | 0.8% | +0.9% | 2.368% | |
| 2/15/2024 | Financial Network Wealth Advisors LLC | 11,923 | $462K | 0.5% | N/A | 0.175% | |
| 2/14/2024 | Icon Wealth Advisors LLC | 13,064 | $506K | 0.1% | N/A | 0.192% | |
| 2/13/2024 | Arbor Capital Management Inc. ADV | 12,814 | $492K | 0.4% | N/A | 0.188% | |
| 2/9/2024 | Advisory Services Network LLC | 65,776 | $2.55M | 0.1% | -10.4% | 0.967% | |
| 2/9/2024 | SageView Advisory Group LLC | 314,400 | $12.17M | 0.4% | +3,830.0% | 4.624% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 49,748 | $1.93M | 0.0% | -0.6% | 0.732% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 34,211 | $1.33M | 0.0% | +144.2% | 0.503% | |
| 2/7/2024 | NBC Securities Inc. | 13,086 | $506K | 0.1% | -6.1% | 0.192% | |
| 2/7/2024 | Integrity Financial Corp WA | 14,925 | $578K | 0.4% | +66.9% | 0.219% | |
| 2/7/2024 | American Planning Services Inc. | 7,569 | $293K | 0.2% | -17.4% | 0.111% | |
| 2/7/2024 | Principal Securities Inc. | 1,150 | $45K | 0.0% | N/A | 0.017% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 31,877 | $1.23M | 0.1% | -6.7% | 0.469% | |
| 2/6/2024 | Spire Wealth Management | 40,677 | $1.59M | 0.1% | +1,258.6% | 0.598% | |
| 2/6/2024 | Axxcess Wealth Management LLC | 5,554 | $215K | 0.0% | -66.6% | 0.082% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 5,400 | $209K | 0.0% | N/A | 0.079% | |
| 2/2/2024 | Delta Investment Management LLC | 6,079 | $235K | 0.1% | -33.4% | 0.089% | |
| 2/2/2024 | Truist Financial Corp | 49,454 | $1.92M | 0.0% | +327.9% | 0.727% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 38,790 | $1.50M | 0.0% | -12.6% | 0.570% | |
| 2/1/2024 | CWM LLC | 97,864 | $3.79M | 0.0% | +533.5% | 1.439% | |
| 1/29/2024 | Signature Estate & Investment Advisors LLC | 6,507 | $252K | 0.0% | N/A | 0.096% | |
| 1/24/2024 | Sowell Financial Services LLC | 47,370 | $1.83M | 0.1% | -5.9% | 0.697% | |
| 1/24/2024 | Clear Creek Financial Management LLC | 34,076 | $1.32M | 0.2% | +3.6% | 0.501% | |
| 1/19/2024 | Mayfair Advisory Group LLC | 31,163 | $1.20M | 1.0% | N/A | 0.458% | |
| 1/19/2024 | AlphaMark Advisors LLC | 1,980 | $77K | 0.0% | N/A | 0.029% | |
| 1/17/2024 | Keystone Wealth Services LLC | 42,329 | $1.64M | 0.6% | -14.5% | 0.622% | |
| 1/17/2024 | Echo Wealth Management LLC | 41,403 | $1.60M | 1.5% | -64.2% | 0.609% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 136,869 | $5.30M | 0.0% | +264.0% | 2.013% | |
| 1/16/2024 | Raymond James & Associates | 9,846 | $381K | 0.0% | N/A | 0.145% | |
| 1/16/2024 | MTM Investment Management LLC | 2,095 | $81K | 0.0% | -32.3% | 0.031% | |
| 1/12/2024 | Mutual Advisors LLC | 230,515 | $8.93M | 0.3% | +493.7% | 3.390% | |
| 1/9/2024 | Sage Capital Advisors llc | 21,607 | $837K | 0.3% | +30.7% | 0.318% | |
| 1/9/2024 | Capital Asset Advisory Services LLC | 5,554 | $215K | 0.0% | -65.8% | 0.082% | |
| 1/9/2024 | IFP Advisors Inc | 125,189 | $4.85M | 0.2% | +3.3% | 1.841% | |
| 1/9/2024 | Ignite Planners LLC | 23,636 | $911K | 0.3% | -9.4% | 0.348% | |
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| 11/4/2023 | NBC Securities Inc. | 13,929 | $494K | 0.1% | N/A | 0.205% | |
| 10/17/2023 | Avior Wealth Management LLC | 3,076 | $109K | 0.0% | N/A | 0.045% | |
| 7/31/2023 | WealthPLAN Partners LLC | 878 | $32K | 0.0% | -49.2% | 0.012% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 14,011 | $509K | 0.0% | -55.9% | 0.188% | |
| 5/11/2023 | Icon Wealth Partners LLC | 13,064 | $448K | 0.0% | N/A | 0.140% | |
| 5/10/2023 | WealthPLAN Partners LLC | 1,729 | $59K | 0.0% | N/A | 0.019% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 31,797 | $1.09M | 0.0% | -28.7% | 0.342% | |
| 4/28/2023 | Strategic Blueprint LLC | 8,751 | $300K | 0.0% | -37.5% | 0.094% | |
| 2/1/2023 | Janney Montgomery Scott LLC | 44,587 | $1.46M | 0.0% | -21.6% | 0.000% | |
| 1/26/2023 | Strategic Blueprint LLC | 14,012 | $458K | 0.1% | +17.3% | 0.000% | |
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