| 11/18/2024 | Arete Wealth Advisors LLC | 8,100 | $263K | 0.0% | +11.0% | 0.141% | |
| 11/18/2024 | Coldstream Capital Management Inc. | 8,801 | $286K | 0.0% | -62.1% | 0.154% | |
| 11/15/2024 | Continuum Advisory LLC | 3,529 | $118K | 0.0% | N/A | 0.062% | |
| 11/15/2024 | EP Wealth Advisors LLC | 16,601 | $539K | 0.0% | N/A | 0.290% | |
| 11/15/2024 | Jane Street Group LLC | 20,646 | $670K | 0.0% | +35.6% | 0.360% | |
| 11/15/2024 | Weaver Consulting Group | 25,617 | $832K | 0.3% | -1.9% | 0.447% | |
|
| 11/15/2024 | SageView Advisory Group LLC | 92,845 | $3.01M | 0.2% | -9.1% | 1.620% | |
| 11/15/2024 | HighTower Advisors LLC | 34,641 | $1.12M | 0.0% | +4.8% | 0.605% | |
| 11/14/2024 | Tradition Wealth Management LLC | 145,050 | $4.71M | 0.4% | -1.6% | 2.531% | |
| 11/14/2024 | First Commonwealth Financial Corp PA | 86,920 | $2.82M | 0.7% | -10.5% | 1.517% | |
| 11/6/2024 | Straight Path Wealth Management | 13,849 | $450K | 0.2% | +3.8% | 0.242% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 8,619 | $280K | 0.0% | -27.2% | 0.150% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 7,240 | $235K | 0.0% | -6.5% | 0.126% | |
| 11/6/2024 | Valtinson Bruner Financial Planning LLC | 89,508 | $2.91M | 1.0% | -42.8% | 1.562% | |
| 11/4/2024 | Sigma Planning Corp | 6,272 | $204K | 0.0% | -11.9% | 0.109% | |
| 11/1/2024 | PFS Partners LLC | 19,961 | $648K | 0.4% | +188.6% | 0.348% | |
| 11/1/2024 | Corrado Advisors LLC | 50,556 | $1.64M | 1.0% | -3.4% | 0.882% | |
| 10/30/2024 | Catalina Capital Group LLC | 99,837 | $3.24M | 1.1% | N/A | 1.742% | |
| 10/30/2024 | Beacon Financial Advisory LLC | 10,681 | $347K | 0.1% | +37.5% | 0.186% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 28,500 | $925K | 0.0% | -2.7% | 0.497% | |
| 10/25/2024 | Strategic Blueprint LLC | 17,330 | $563K | 0.0% | N/A | 0.302% | |
| 10/23/2024 | Global Trust Asset Management LLC | 5,500 | $179K | 0.1% | +120.0% | 0.096% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 23,884 | $775K | 0.3% | -1.8% | 0.417% | |
| 10/22/2024 | ODonnell Financial Services LLC | 171,828 | $5.58M | 2.3% | -1.5% | 2.999% | |
| 10/21/2024 | Retirement Guys Formula LLC | 23,964 | $778K | 0.4% | N/A | 0.418% | |
| 10/17/2024 | BCS Wealth Management | 12,206 | $396K | 0.2% | +5.2% | 0.213% | |
| 10/9/2024 | Maltin Wealth Management Inc. | 15,199 | $493K | 0.2% | N/A | 0.265% | |
| 10/8/2024 | CWM LLC | 40,719 | $1.32M | 0.0% | +6.8% | 0.711% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 26,538 | $861K | 0.1% | -3.4% | 0.463% | |
| 10/8/2024 | Brookstone Capital Management | 22,605 | $734K | 0.0% | -84.2% | 0.395% | |
| 10/4/2024 | HBW Advisory Services LLC | 15,488 | $503K | 0.1% | -5.3% | 0.270% | |
| 8/22/2024 | Cetera Investment Advisers | 151,706 | $4.67M | 0.0% | +25.2% | 2.648% | |
| 8/21/2024 | Truist Financial Corp | 13,366 | $412K | 0.0% | N/A | 0.233% | |
| 8/16/2024 | Sunbelt Securities Inc. | 22,916 | $706K | 0.1% | +194.4% | 0.400% | |
| 8/13/2024 | AE Wealth Management LLC | 7,585 | $234K | 0.0% | N/A | 0.132% | |
| 8/12/2024 | Blair William & Co. IL | 106,399 | $3.28M | 0.0% | +192.5% | 1.857% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 23,522 | $724K | 0.1% | +96.8% | 0.411% | |
| 8/7/2024 | Coldstream Capital Management Inc. | 23,233 | $716K | 0.0% | -15.6% | 0.405% | |
| 8/6/2024 | Valtinson Bruner Financial Planning LLC | 156,584 | $4.82M | 1.9% | -1.2% | 2.733% | |
| 8/1/2024 | FSA Advisors Inc. | 17,971 | $554K | 0.6% | +147.8% | 0.314% | |
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| 7/31/2024 | Commonwealth Equity Services LLC | 228,839 | $7.05M | 0.0% | +55.9% | 3.994% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 13,054 | $402K | 0.0% | N/A | 0.228% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 19,278 | $594K | 0.0% | -2.7% | 0.336% | |
| 7/29/2024 | Private Client Services LLC | 28,228 | $869K | 0.5% | N/A | 0.493% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 91,511 | $2.82M | 0.0% | +84.8% | 1.597% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 11,833 | $364K | 0.0% | N/A | 0.207% | |
| 7/18/2024 | Brookstone Capital Management | 143,113 | $4.62M | 0.1% | +20.0% | 2.498% | |
| 7/17/2024 | AdvisorNet Financial Inc | 17,558 | $541K | 0.0% | +23.7% | 0.306% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 10,286 | $317K | 0.0% | -14.1% | 0.180% | |
| 7/16/2024 | BCS Wealth Management | 11,605 | $357K | 0.2% | +21.4% | 0.203% | |
| 7/15/2024 | Diligent Investors LLC | 34,463 | $1.06M | 0.3% | +36.5% | 0.601% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 24,324 | $749K | 0.3% | +36.0% | 0.425% | |
| 7/11/2024 | Global Trust Asset Management LLC | 2,500 | $77K | 0.0% | +25.0% | 0.044% | |
| 7/10/2024 | Gill Capital Partners LLC | 6,808 | $210K | 0.1% | N/A | 0.119% | |
| 7/10/2024 | CWM LLC | 38,143 | $1.18M | 0.0% | +4.5% | 0.666% | |
| 7/9/2024 | Fragasso Financial Advisors Inc | 25,954 | $799K | 0.1% | +34.9% | 0.453% | |
| 7/8/2024 | Sugarloaf Wealth Management LLC | 5,257 | $162K | 0.0% | +61.4% | 0.092% | |
| 7/5/2024 | HBW Advisory Services LLC | 16,360 | $504K | 0.1% | -51.9% | 0.286% | |
| 5/24/2024 | Cetera Advisors LLC | 21,126 | $658K | 0.0% | -15.8% | 0.369% | |
| 5/24/2024 | Cetera Investment Advisers | 121,158 | $3.78M | 0.0% | +242.8% | 2.114% | |
| 5/14/2024 | InterOcean Capital Group LLC | 10,800 | $337K | 0.0% | -23.3% | 0.188% | |
| 5/9/2024 | Blair William & Co. IL | 36,378 | $1.13M | 0.0% | +212.8% | 0.658% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 9,203 | $287K | 0.0% | -29.6% | 0.166% | |
| 5/9/2024 | SageView Advisory Group LLC | 30,748 | $906K | 0.0% | -69.8% | 0.556% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 30,517 | $951K | 0.0% | -11.8% | 0.552% | |
| 5/7/2024 | PFG Advisors | 6,788 | $212K | 0.0% | -33.7% | 0.123% | |
| 5/7/2024 | Spectrum Investment Advisors Inc. | 148,657 | $4.63M | 3.4% | +1.5% | 2.688% | |
| 5/2/2024 | Lincoln National Corp | 77,948 | $2.43M | 0.0% | -2.5% | 1.410% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 18,128 | $565K | 0.0% | +3.7% | 0.328% | |
| 5/1/2024 | Stegent Equity Advisors Inc. | 39,540 | $1.23M | 1.3% | -35.7% | 0.715% | |
| 4/30/2024 | Valtinson Bruner Financial Planning LLC | 158,424 | $4.94M | 2.1% | -2.3% | 2.865% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 146,830 | $4.58M | 0.0% | -69.1% | 2.655% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 49,511 | $1.54M | 0.0% | +125.0% | 1.015% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 19,803 | $617K | 0.1% | -5.7% | 0.406% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 61,854 | $1.93M | 0.0% | -7.4% | 1.268% | |
| 4/15/2024 | Brookstone Capital Management | 119,215 | $3.72M | 0.1% | +1,034.2% | 2.443% | |
| 4/15/2024 | Sunbelt Securities Inc. | 7,783 | $243K | 0.0% | -28.7% | 0.159% | |
| 4/12/2024 | Global Trust Asset Management LLC | 2,000 | $62K | 0.0% | +150.0% | 0.041% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 17,881 | $557K | 0.2% | -3.2% | 0.366% | |
| 4/10/2024 | Fragasso Group Inc. | 19,241 | $600K | 0.1% | -3.8% | 0.394% | |
| 3/6/2024 | SageView Advisory Group LLC | 101,823 | $2.95M | 0.1% | +16.6% | 1.574% | |
| 3/4/2024 | Vima LLC | 20,798 | $607K | 1.4% | N/A | 0.321% | |
| 2/15/2024 | Financial Network Wealth Advisors LLC | 12,289 | $359K | 0.4% | N/A | 0.190% | |
| 2/9/2024 | SageView Advisory Group LLC | 101,823 | $2.95M | 0.1% | +16.6% | 1.574% | |
| 2/9/2024 | InterOcean Capital Group LLC | 14,075 | $411K | 0.0% | +35.4% | 0.218% | |
| 2/9/2024 | Coldstream Capital Management Inc. | 37,094 | $1.08M | 0.0% | -2.7% | 0.573% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 17,473 | $510K | 0.0% | -16.4% | 0.270% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 34,617 | $1.01M | 0.0% | -73.4% | 0.535% | |
| 2/7/2024 | Spectrum Investment Advisors Inc. | 146,416 | $4.27M | 3.4% | N/A | 2.263% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 33,940 | $990K | 0.0% | -73.8% | 0.525% | |
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| 2/6/2024 | Valtinson Bruner Financial Planning LLC | 162,196 | $4.73M | 2.4% | -0.8% | 2.507% | |
| 2/6/2024 | Lincoln National Corp | 79,957 | $2.33M | 0.0% | +10.2% | 1.236% | |
| 2/5/2024 | Pillar Wealth Advisors LLC | 30,621 | $893K | 0.7% | -15.1% | 0.473% | |
| 2/2/2024 | ODonnell Financial Services LLC | 178,812 | $5.22M | 2.6% | -74.6% | 2.764% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 57,215 | $1.67M | 0.0% | +620.9% | 0.884% | |
| 2/2/2024 | Acas LLC | 9,868 | $288K | 0.3% | -7.5% | 0.153% | |
| 2/1/2024 | Corrado Advisors LLC | 19,110 | $557K | 0.5% | -6.5% | 0.295% | |
| 2/1/2024 | CWM LLC | 34,679 | $1.01M | 0.0% | +14.7% | 0.536% | |
| 1/30/2024 | DHJJ Financial Advisors Ltd. | 18,481 | $539K | 0.3% | -4.1% | 0.286% | |
| 1/29/2024 | PFS Partners LLC | 414,184 | $12.08M | 8.3% | -0.5% | 6.402% | |
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