| 11/19/2024 | Barclays PLC | 2,000 | $88K | 0.0% | N/A | 0.010% | |
| 11/15/2024 | Barclays PLC | 2,000 | $88K | 0.0% | N/A | 0.010% | |
| 11/15/2024 | MML Investors Services LLC | 155,467 | $6.81M | 0.0% | -28.3% | 0.746% | |
| 11/14/2024 | Plotkin Financial Advisors LLC | 6,143 | $269K | 0.2% | N/A | 0.029% | |
| 11/14/2024 | Encompass More Asset Management | 4,720 | $207K | 0.1% | N/A | 0.023% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 20,288 | $888K | 0.0% | -33.2% | 0.097% | |
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| 11/14/2024 | CreativeOne Wealth LLC | 19,289 | $844K | 0.0% | -38.6% | 0.093% | |
| 11/12/2024 | Centaurus Financial Inc. | 5,652 | $247K | 0.0% | -22.2% | 0.027% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 19,190 | $840K | 0.0% | -5.0% | 0.092% | |
| 11/5/2024 | Harbour Investments Inc. | 35,819 | $1.57M | 0.0% | -8.4% | 0.172% | |
| 11/4/2024 | Sigma Planning Corp | 425,053 | $18.61M | 0.6% | -22.4% | 2.041% | |
| 11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 7,636 | $334K | 0.1% | -5.7% | 0.037% | |
| 11/1/2024 | Assetmark Inc. | 69,152 | $3.03M | 0.0% | +196.1% | 0.332% | |
| 10/31/2024 | TFB Advisors LLC | 11,424 | $500K | 0.1% | +12.3% | 0.055% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 152,882 | $6.69M | 0.0% | -0.5% | 0.734% | |
| 10/28/2024 | Stephens Inc. AR | 67,009 | $2.93M | 0.0% | -0.8% | 0.322% | |
| 10/25/2024 | Schulz Wealth LTD. | 158,964 | $6.96M | 5.4% | -0.5% | 0.763% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 16,776 | $734K | 0.3% | -2.5% | 0.081% | |
| 10/21/2024 | Integrity Financial Corp WA | 23,248 | $1.02M | 0.6% | -5.2% | 0.112% | |
| 10/18/2024 | Raymond James & Associates | 95,421 | $4.18M | 0.0% | -1.4% | 0.458% | |
| 10/16/2024 | Global Retirement Partners LLC | 107,017 | $4.69M | 0.1% | -7.3% | 0.514% | |
| 10/16/2024 | McKinley Carter Wealth Services Inc. | 30,716 | $1.35M | 0.1% | +4.0% | 0.147% | |
| 10/15/2024 | NBC Securities Inc. | 3,488 | $152K | 0.0% | -13.1% | 0.017% | |
| 10/8/2024 | CWM LLC | 337,517 | $14.78M | 0.1% | -4.4% | 1.620% | |
| 10/8/2024 | Mather Group LLC. | 1,144 | $50K | 0.0% | N/A | 0.005% | |
| 9/5/2024 | Sanctuary Advisors LLC | 26,564 | $1.08M | 0.0% | N/A | 0.128% | |
| 8/27/2024 | New Wave Wealth Advisors LLC | 5,971 | $254K | 0.1% | N/A | 0.029% | |
| 8/22/2024 | Cetera Investment Advisers | 144,425 | $6.15M | 0.0% | -51.0% | 0.693% | |
| 8/21/2024 | Truist Financial Corp | 191,686 | $8.16M | 0.0% | -1.9% | 0.920% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 12,070 | $514K | 0.0% | N/A | 0.058% | |
| 8/16/2024 | NewEdge Advisors LLC | 71,477 | $3.04M | 0.0% | -2.3% | 0.343% | |
| 8/13/2024 | AE Wealth Management LLC | 103,083 | $4.39M | 0.0% | +77.1% | 0.495% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 14,522 | $618K | 0.0% | N/A | 0.070% | |
| 8/10/2024 | Pitti Group Wealth Management LLC | 9,726 | $379K | 0.4% | -7.6% | 0.047% | |
| 8/8/2024 | Prosperity Consulting Group LLC | 5,445 | $232K | 0.0% | -15.3% | 0.026% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 592,095 | $25.19M | 0.0% | +62.0% | 2.843% | |
| 8/8/2024 | CoreCap Advisors LLC | 9,429 | $401K | 0.0% | N/A | 0.045% | |
| 8/6/2024 | Lloyd Advisory Services LLC. | 8,048 | $342K | 0.2% | N/A | 0.039% | |
| 8/5/2024 | Blue Bell Private Wealth Management LLC | 17,955 | $764K | 0.2% | -2.6% | 0.086% | |
| 8/2/2024 | FSB Premier Wealth Management Inc. | 5,309 | $226K | 0.1% | -6.5% | 0.025% | |
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| 8/2/2024 | Founders Financial Securities LLC | 5,386 | $229K | 0.0% | N/A | 0.026% | |
| 8/2/2024 | Legacy Capital Wealth Partners LLC | 25,617 | $1.09M | 0.3% | N/A | 0.123% | |
| 8/2/2024 | Acorn Financial Advisory Services Inc. ADV | 8,097 | $345K | 0.1% | -9.3% | 0.039% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 350,659 | $14.92M | 0.0% | -15.6% | 1.683% | |
| 7/30/2024 | Integrity Financial Corp WA | 24,516 | $1.04M | 0.7% | +2.9% | 0.118% | |
| 7/30/2024 | TFB Advisors LLC | 10,173 | $433K | 0.1% | N/A | 0.049% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 31,403 | $1.34M | 0.1% | +1.6% | 0.151% | |
| 7/27/2024 | Strategic Blueprint LLC | 21,715 | $924K | 0.1% | -12.1% | 0.104% | |
| 7/26/2024 | Harbour Investments Inc. | 39,086 | $1.66M | 0.1% | -27.5% | 0.188% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 9,930 | $423K | 0.0% | N/A | 0.048% | |
| 7/26/2024 | Bank of New York Mellon Corp | 15,224 | $648K | 0.0% | N/A | 0.073% | |
| 7/25/2024 | Clear Creek Financial Management LLC | 5,316 | $226K | 0.0% | N/A | 0.026% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 9,627 | $410K | 0.0% | -3.3% | 0.046% | |
| 7/22/2024 | Legacy Capital Group California Inc. | 100,275 | $4.27M | 1.5% | N/A | 0.481% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 263,391 | $11.21M | 0.0% | -6.5% | 1.264% | |
| 7/19/2024 | Raymond James & Associates | 96,768 | $4.12M | 0.0% | -5.9% | 0.465% | |
| 7/18/2024 | Outlook Wealth Advisors LLC | 7,760 | $330K | 0.1% | N/A | 0.037% | |
| 7/13/2024 | Keystone Wealth Services LLC | 73,325 | $3.12M | 1.0% | -11.7% | 0.352% | |
| 7/12/2024 | Central Valley Advisors LLC | 118,980 | $5.13M | 2.8% | +4.1% | 0.571% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 17,201 | $732K | 0.3% | -2.4% | 0.083% | |
| 7/10/2024 | CWM LLC | 353,004 | $15.02M | 0.1% | -3.2% | 1.695% | |
| 7/9/2024 | Kingswood Wealth Advisors LLC | 10,748 | $457K | 0.0% | +44.9% | 0.052% | |
| 5/24/2024 | Cetera Advisors LLC | 80,041 | $3.30M | 0.0% | +14.0% | 0.384% | |
| 5/24/2024 | Cetera Investment Advisers | 294,951 | $12.16M | 0.0% | +167.4% | 1.416% | |
| 5/21/2024 | Atria Investments Inc | 33,713 | $1.39M | 0.0% | +12.2% | 0.162% | |
| 5/20/2024 | Bullseye Investment Management LLC | 35,119 | $1.45M | 0.8% | -72.9% | 0.169% | |
| 5/14/2024 | CreativeOne Wealth LLC | 149,507 | $6.16M | 0.2% | -36.5% | 0.718% | |
| 5/10/2024 | Osaic Holdings Inc. | 439,156 | $18.10M | 0.0% | -8.4% | 2.108% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 5,944 | $245K | 0.0% | N/A | 0.029% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 22,858 | $942K | 0.0% | +2.5% | 0.110% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 13,430 | $553K | 0.0% | -17.4% | 0.064% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 5,010 | $206K | 0.0% | -62.2% | 0.024% | |
| 5/3/2024 | Catalina Capital Group LLC | 19,657 | $810K | 0.3% | -1.9% | 0.094% | |
| 5/3/2024 | Integrity Financial Corp WA | 23,823 | $982K | 0.7% | +5.0% | 0.114% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 153,057 | $6.31M | 0.0% | +99.3% | 0.735% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 9,959 | $410K | 0.0% | +126.5% | 0.055% | |
| 5/1/2024 | McCarthy & Cox | 28,368 | $1.17M | 0.4% | N/A | 0.156% | |
| 4/30/2024 | North Star Investment Management Corp. | 3,368 | $139K | 0.0% | N/A | 0.019% | |
| 4/30/2024 | Valtinson Bruner Financial Planning LLC | 19,739 | $813K | 0.3% | -24.0% | 0.108% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 415,373 | $17.12M | 0.0% | +11.7% | 2.282% | |
| 4/29/2024 | Benjamin Edwards Inc. | 3,094 | $128K | 0.0% | N/A | 0.017% | |
| 4/24/2024 | Blue Bell Private Wealth Management LLC | 18,431 | $760K | 0.2% | +59.5% | 0.101% | |
| 4/24/2024 | Pitti Group Wealth Management LLC | 10,526 | $433K | 0.5% | +8.2% | 0.058% | |
| 4/24/2024 | Simplicity Wealth LLC | 6,282 | $259K | 0.0% | N/A | 0.035% | |
| 4/23/2024 | Global Retirement Partners LLC | 112,892 | $4.65M | 0.2% | -0.7% | 0.620% | |
| 4/23/2024 | Mason & Associates Inc | 1,714,085 | $70.64M | 18.8% | N/A | 9.418% | |
| 4/23/2024 | Strategic Blueprint LLC | 24,701 | $1.02M | 0.1% | +47.2% | 0.136% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 281,777 | $11.61M | 0.0% | +191.0% | 1.548% | |
| 4/22/2024 | MBL Wealth LLC | 16,695 | $688K | 0.1% | N/A | 0.092% | |
| 4/15/2024 | Sunbelt Securities Inc. | 8,219 | $339K | 0.0% | -28.4% | 0.045% | |
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| 4/15/2024 | Kingswood Wealth Advisors LLC | 7,416 | $306K | 0.0% | N/A | 0.041% | |
| 4/12/2024 | Central Valley Advisors LLC | 114,337 | $4.71M | 2.4% | +7.3% | 1.504% | |
| 4/12/2024 | Keystone Wealth Services LLC | 83,040 | $3.42M | 1.1% | +1.4% | 1.093% | |
| 4/11/2024 | Paragon Capital Management Ltd | 18,727 | $772K | 0.1% | -16.7% | 0.246% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 17,628 | $726K | 0.3% | +28.1% | 0.232% | |
| 4/11/2024 | RFG Advisory LLC | 5,365 | $221K | 0.0% | N/A | 0.071% | |
| 4/10/2024 | Fragasso Group Inc. | 6,114 | $252K | 0.0% | -48.6% | 0.080% | |
| 4/10/2024 | Schulz Wealth LTD. | 160,529 | $6.62M | 5.7% | -1.3% | 2.112% | |
| 4/5/2024 | NBC Securities Inc. | 4,016 | $165K | 0.0% | -15.0% | 0.053% | |
| 3/15/2024 | BlueChip Wealth Advisors LLC | 19,200 | $749K | 0.5% | N/A | 0.253% | |
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