| 8/22/2024 | Cetera Investment Advisers | 150,757 | $3.18M | 0.0% | +166.4% | 1.127% | |
| 8/14/2024 | Marshall Wace LLP | 11,077 | $233K | 0.0% | -30.8% | 0.083% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 799,725 | $16.85M | 0.0% | +8.5% | 5.977% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 88,708 | $1.87M | 0.0% | +5.0% | 0.663% | |
| 7/24/2024 | &PARTNERS | 15,306 | $322K | 0.0% | -6.7% | 0.114% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 140,320 | $2.96M | 0.0% | +15.4% | 1.049% | |
| 7/19/2024 | McGlone Suttner Wealth Management Inc. | 50,622 | $1.07M | 0.3% | -3.8% | 0.378% | |
| 7/17/2024 | Investment Advisory Services Inc. TX ADV | 165,390 | $3.49M | 1.3% | +4.0% | 1.236% | |
| 7/11/2024 | Pacifica Partners Inc. | 1,226 | $26K | 0.0% | N/A | 0.009% | |
| 5/16/2024 | Sugar Maple Asset Management LLC | 38,256 | $836K | 0.8% | N/A | 0.286% | |
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| 5/15/2024 | Kestra Advisory Services LLC | 1,024,784 | $22.40M | 0.2% | +25.3% | 7.659% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 118,689 | $2.60M | 0.0% | +35.3% | 0.887% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 737,122 | $16.11M | 0.0% | +10.2% | 5.530% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 19,984 | $437K | 0.0% | -37.6% | 0.150% | |
| 4/29/2024 | RWA Wealth Partners LLC | 11,090 | $242K | 0.0% | -66.8% | 0.083% | |
| 4/25/2024 | Investment Advisory Services Inc. TX ADV | 159,043 | $3.48M | 1.3% | +2.2% | 1.193% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 84,476 | $1.85M | 0.0% | -13.0% | 0.634% | |
| 4/22/2024 | Financial Management Network Inc. | 178,926 | $3.86M | 1.0% | +0.8% | 1.342% | |
| 4/15/2024 | Sunbelt Securities Inc. | 36,526 | $798K | 0.1% | +49.6% | 0.846% | |
| 4/11/2024 | &PARTNERS | 16,402 | $359K | 0.0% | -7.9% | 0.380% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 97,106 | $1.84M | 0.0% | +664.6% | 2.248% | |
| 2/8/2024 | Empire Life Investments Inc. | 58,000 | $1.10M | 0.1% | +47.2% | 1.343% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 87,732 | $1.66M | 0.0% | +1.9% | 2.031% | |
| 2/7/2024 | Principal Securities Inc. | 7,597 | $144K | 0.0% | N/A | 0.176% | |
| 2/5/2024 | Avaii Wealth Management LLC | 12,300 | $233K | 0.2% | N/A | 0.285% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 118,396 | $2.25M | 0.0% | +17.7% | 2.741% | |
| 2/1/2024 | CWM LLC | 6,145 | $117K | 0.0% | -23.1% | 0.142% | |
| 1/25/2024 | RFG Advisory LLC | 18,156 | $344K | 0.0% | -21.3% | 0.420% | |
| 1/22/2024 | Financial Management Network Inc. | 177,520 | $3.27M | 1.0% | +4.2% | 4.109% | |
| 1/18/2024 | McGlone Suttner Wealth Management Inc. | 50,622 | $960K | 0.2% | +1.3% | 1.172% | |
| 1/11/2024 | Investment Advisory Services Inc. TX ADV | 155,668 | $2.95M | 1.2% | +3.1% | 3.603% | |
| 12/11/2023 | Sunbelt Securities Inc. | 13,829 | $227K | 0.0% | +27.7% | 0.320% | |
| 11/13/2023 | Kestra Advisory Services LLC | 676,390 | $11.09M | 0.1% | +13.2% | 15.657% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 100,632 | $1.65M | 0.0% | +12.5% | 2.329% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 86,126 | $1.41M | 0.0% | +11.2% | 1.994% | |
| 11/6/2023 | Sigma Planning Corp | 16,237 | $266K | 0.0% | +27.5% | 0.376% | |
| 11/6/2023 | Lincoln National Corp | 39,684 | $651K | 0.0% | -6.0% | 0.919% | |
| 10/24/2023 | Financial Management Network Inc. | 170,442 | $2.78M | 0.9% | +5.2% | 3.945% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 12,701 | $208K | 0.0% | +7.3% | 0.294% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 622,848 | $10.22M | 0.0% | +8.1% | 14.418% | |
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| 10/19/2023 | Investment Advisory Services Inc. TX ADV | 150,990 | $2.48M | 1.1% | +5.9% | 3.495% | |
| 10/19/2023 | McGlone Suttner Wealth Management Inc. | 49,972 | $820K | 0.2% | +5.5% | 1.157% | |
| 10/16/2023 | RFG Advisory LLC | 23,065 | $378K | 0.0% | -8.3% | 0.534% | |
| 10/11/2023 | Adviser Investments LLC | 32,949 | $540K | 0.0% | +172.3% | 0.763% | |
| 8/11/2023 | Kestra Advisory Services LLC | 597,621 | $10.06M | 0.1% | +56.9% | 13.834% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 575,934 | $9.69M | 0.0% | +14.6% | 13.332% | |
| 8/10/2023 | Cetera Advisors LLC | 29,935 | $504K | 0.0% | N/A | 0.693% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 36,214 | $609K | 0.0% | -10.5% | 0.838% | |
| 8/4/2023 | IFP Advisors Inc | 1,825 | $37K | 0.0% | +461.5% | 0.042% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 89,441 | $1.51M | 0.0% | +35.7% | 2.070% | |
| 8/3/2023 | RFG Advisory LLC | 25,145 | $423K | 0.0% | -10.3% | 0.582% | |
| 8/2/2023 | Sigma Planning Corp | 12,732 | $214K | 0.0% | +6.2% | 0.295% | |
| 7/28/2023 | Financial Management Network Inc. | 161,997 | $2.73M | 1.0% | +7.4% | 3.750% | |
| 7/26/2023 | McGlone Suttner Wealth Management Inc. | 47,372 | $797K | 0.2% | +32.1% | 1.097% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 11,836 | $199K | 0.0% | N/A | 0.274% | |
| 7/5/2023 | Wiley BROS. Aintree Capital LLC | 18,264 | $307K | 0.1% | -5.3% | 0.423% | |
| 5/30/2023 | BKA Wealth Consulting Inc. | 150,861 | $2.22M | 0.9% | N/A | 3.492% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 502,775 | $7.41M | 0.0% | +5.6% | 11.638% | |
| 5/9/2023 | RFG Advisory LLC | 28,032 | $413K | 0.0% | N/A | 0.649% | |
| 5/8/2023 | Empire Life Investments Inc. | 32,100 | $472K | 0.0% | -9.3% | 0.743% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 75,025 | $1.11M | 0.0% | -2.8% | 1.737% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 2,155 | $32K | 0.0% | N/A | 0.050% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 15,680 | $231K | 0.0% | N/A | 0.363% | |
| 4/27/2023 | Benjamin F. Edwards & Company Inc. | 34,899 | $514K | 0.0% | +13.5% | 0.808% | |
| 4/26/2023 | Adviser Investments LLC | 12,069 | $178K | 0.0% | N/A | 0.279% | |
| 4/24/2023 | Investment Advisory Services Inc. TX ADV | 73,080 | $1.08M | 0.5% | -1.0% | 1.692% | |
| 4/21/2023 | BKA Wealth Consulting Inc. | 150,861 | $2.22M | 0.9% | N/A | 3.492% | |
| 4/6/2023 | Wiley BROS. Aintree Capital LLC | 19,286 | $284K | 0.1% | -22.7% | 0.446% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 65,918 | $835K | 0.0% | +224.6% | 0.000% | |
| 2/10/2023 | Financial Management Network Inc. | 132,226 | $1.66M | 0.7% | +28.7% | 0.000% | |
| 2/9/2023 | McGlone Suttner Wealth Management Inc. | 35,872 | $454K | 0.1% | N/A | 0.000% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 27,674 | $351K | 0.0% | -12.5% | 0.000% | |
| 2/8/2023 | Lincoln National Corp | 42,452 | $538K | 0.0% | -47.2% | 0.000% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 476,218 | $6.03M | 0.0% | +7.8% | 0.000% | |
| 2/7/2023 | Benjamin F. Edwards & Company Inc. | 30,737 | $389K | 0.0% | +175.0% | 0.000% | |
| 2/2/2023 | Empire Life Investments Inc. | 35,400 | $449K | 0.0% | +2.0% | 0.000% | |
| 1/31/2023 | Kestra Advisory Services LLC | 115,475 | $1.46M | 0.0% | -1.2% | 0.000% | |
| 1/30/2023 | Annex Advisory Services LLC | 10,210 | $129K | 0.0% | -98.4% | 0.000% | |
| 1/10/2023 | Wiley BROS. Aintree Capital LLC | 24,957 | $316K | 0.2% | N/A | 0.000% | |
| 11/21/2022 | Sunbelt Securities Inc. | 14,068 | $180K | 0.0% | N/A | 0.000% | |
| 11/15/2022 | Commonwealth Equity Services LLC | 441,634 | $5.64M | 0.0% | +72.8% | 0.000% | |
| 11/10/2022 | Sigma Planning Corp | 11,217 | $143K | 0.0% | N/A | 0.000% | |
| 11/4/2022 | Lincoln National Corp | 80,355 | $1.03M | 0.0% | -2.2% | 0.000% | |
| 11/3/2022 | Financial Management Network Inc. | 102,752 | $1.40M | 0.7% | +24.9% | 0.000% | |
| 11/2/2022 | Avantax Advisory Services Inc. | 71,515 | $913K | 0.0% | +12.1% | 0.000% | |
| 11/1/2022 | Kestra Advisory Services LLC | 116,821 | $1.49M | 0.0% | +97.3% | 0.000% | |
| 10/27/2022 | Investment Advisory Services Inc. TX ADV | 71,050 | $907K | 0.5% | +53.9% | 0.000% | |
| 10/27/2022 | CWM LLC | 7,995 | $102K | 0.0% | -13.7% | 0.000% | |
| 10/24/2022 | Annex Advisory Services LLC | 648,784 | $8.28M | 0.6% | +11.2% | 0.000% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 31,640 | $404K | 0.0% | N/A | 0.000% | |
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| 8/15/2022 | Investment Advisory Services Inc. TX ADV | 46,157 | $600K | 0.3% | N/A | 0.000% | |
| 8/11/2022 | Cetera Advisor Networks LLC | 22,175 | $288K | 0.0% | N/A | 0.000% | |
| 8/3/2022 | Empire Life Investments Inc. | 35,700 | $464K | 0.0% | N/A | 0.000% | |
| 8/2/2022 | Avantax Advisory Services Inc. | 63,806 | $829K | 0.0% | +10.5% | 0.000% | |
| 8/2/2022 | Lincoln National Corp | 82,147 | $1.07M | 0.0% | +16.7% | 0.000% | |
| 7/27/2022 | Annex Advisory Services LLC | 583,292 | $7.58M | 0.5% | N/A | 0.000% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 255,576 | $3.32M | 0.0% | +22.4% | 0.000% | |
| 7/11/2022 | Financial Management Network Inc. | 82,259 | $1.08M | 0.6% | +94.0% | 0.000% | |
| 5/11/2022 | Schwarz Dygos Wheeler Investment Advisors LLC | 10,617 | $190K | 0.1% | -21.5% | 0.000% | |
| 5/9/2022 | Beaumont Financial Partners LLC | 11,173 | $200K | 0.0% | -92.7% | 0.000% | |
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