| 1/17/2025 | Janney Montgomery Scott LLC | 79,490 | $4.08M | 0.0% | +11.0% | 2.352% | |
| 1/17/2025 | Global Trust Asset Management LLC | 5,000 | $257K | 0.1% | -9.9% | 0.148% | |
| 1/17/2025 | Advisory Alpha LLC | 4,017 | $206K | 0.0% | N/A | 0.119% | |
| 1/16/2025 | Sugar Maple Asset Management LLC | 3,602 | $185K | 0.1% | N/A | 0.107% | |
| 1/15/2025 | Arkadios Wealth Advisors | 4,342 | $223K | 0.0% | N/A | 0.128% | |
| 1/15/2025 | Certified Advisory Corp | 30,150 | $1.55M | 0.2% | N/A | 0.892% | |
| 1/14/2025 | Outlook Wealth Advisors LLC | 8,257 | $424K | 0.1% | +8.5% | 0.244% | |
| 1/13/2025 | BCS Wealth Management | 4,457 | $229K | 0.1% | N/A | 0.132% | |
| 1/13/2025 | AdvisorNet Financial Inc | 2,620 | $135K | 0.0% | -37.5% | 0.078% | |
| 1/13/2025 | Brookstone Capital Management | 20,347 | $1.05M | 0.0% | -17.4% | 0.602% | |
|
| 1/10/2025 | Sugarloaf Wealth Management LLC | 12,557 | $645K | 0.1% | +27.5% | 0.372% | |
| 11/18/2024 | Sunbelt Securities Inc. | 10,131 | $506K | 0.0% | -2.7% | 0.300% | |
| 11/12/2024 | Centaurus Financial Inc. | 20,341 | $1.02M | 0.1% | -1.8% | 0.602% | |
| 10/30/2024 | Arlington Capital Management Inc. | 5,976 | $298K | 0.2% | -35.3% | 0.177% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 71,582 | $3.57M | 0.0% | +27.4% | 2.118% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 17,020 | $849K | 0.1% | -4.0% | 0.504% | |
| 10/28/2024 | Summit Wealth Partners LLC | 7,435 | $371K | 0.1% | N/A | 0.220% | |
| 10/25/2024 | Strategic Blueprint LLC | 24,908 | $1.24M | 0.1% | -4.8% | 0.737% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 4,435 | $221K | 0.0% | -20.2% | 0.131% | |
| 10/23/2024 | Global Trust Asset Management LLC | 5,550 | $277K | 0.1% | -38.7% | 0.164% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 18,381 | $917K | 0.4% | -12.4% | 0.544% | |
| 10/10/2024 | CRA Financial Services LLC | 7,520 | $375K | 0.1% | -11.7% | 0.222% | |
| 10/8/2024 | CWM LLC | 24,034 | $1.20M | 0.0% | +6.6% | 0.711% | |
| 9/23/2024 | Centaurus Financial Inc. | 20,709 | $1.02M | 0.1% | -3.8% | 0.613% | |
| 8/22/2024 | Cetera Investment Advisers | 42,910 | $2.10M | 0.0% | -17.5% | 1.270% | |
| 8/21/2024 | Truist Financial Corp | 42,951 | $2.11M | 0.0% | +8.0% | 1.271% | |
| 8/16/2024 | Sunbelt Securities Inc. | 10,412 | $510K | 0.1% | -11.3% | 0.308% | |
| 8/13/2024 | AE Wealth Management LLC | 25,080 | $1.23M | 0.0% | -0.9% | 0.742% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 8,142 | $399K | 0.0% | -10.0% | 0.241% | |
| 8/8/2024 | CoreCap Advisors LLC | 34,031 | $1.67M | 0.2% | N/A | 1.007% | |
| 8/6/2024 | Valtinson Bruner Financial Planning LLC | 36,382 | $1.78M | 0.7% | -1.4% | 1.076% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 82,920 | $4.07M | 0.0% | -3.5% | 2.453% | |
| 7/29/2024 | Arkadios Wealth Advisors | 4,147 | $203K | 0.0% | -23.9% | 0.123% | |
| 7/27/2024 | Strategic Blueprint LLC | 26,162 | $1.28M | 0.1% | -1.4% | 0.774% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 33,136 | $1.63M | 0.0% | -7.6% | 0.980% | |
| 7/25/2024 | First Heartland Consultants Inc. | 4,092 | $201K | 0.0% | N/A | 0.121% | |
| 7/18/2024 | Brookstone Capital Management | 24,813 | $1.22M | 0.0% | +2.4% | 0.734% | |
| 7/18/2024 | Outlook Wealth Advisors LLC | 7,611 | $373K | 0.1% | -16.8% | 0.225% | |
| 7/16/2024 | BCS Wealth Management | 4,525 | $222K | 0.1% | -7.8% | 0.134% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 20,987 | $1.03M | 0.4% | -8.4% | 0.621% | |
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| 7/11/2024 | U.S. Capital Wealth Advisors LLC | 7,603 | $373K | 0.0% | -4.1% | 0.225% | |
| 7/10/2024 | CWM LLC | 22,554 | $1.11M | 0.0% | +4.8% | 0.667% | |
| 7/8/2024 | Sugarloaf Wealth Management LLC | 9,850 | $483K | 0.1% | -2.4% | 0.291% | |
| 5/24/2024 | Cetera Advisors LLC | 14,961 | $712K | 0.0% | +55.5% | 0.443% | |
| 5/24/2024 | Cetera Investment Advisers | 52,019 | $2.48M | 0.0% | +139.4% | 1.539% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,036,501 | $49.30M | 0.1% | -7.2% | 29.699% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 8,916 | $424K | 0.0% | -5.4% | 0.255% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 34,681 | $1.65M | 0.0% | +66.0% | 0.994% | |
| 4/30/2024 | Arkadios Wealth Advisors | 5,451 | $259K | 0.0% | -21.4% | 0.156% | |
| 4/30/2024 | Valtinson Bruner Financial Planning LLC | 36,882 | $1.76M | 0.7% | -1.3% | 1.057% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 85,955 | $4.09M | 0.0% | -3.1% | 2.463% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 35,861 | $1.71M | 0.0% | -79.4% | 1.028% | |
| 4/24/2024 | Arlington Capital Management Inc. | 9,745 | $464K | 0.4% | +68.3% | 0.279% | |
| 4/23/2024 | Strategic Blueprint LLC | 26,529 | $1.26M | 0.1% | -2.3% | 0.760% | |
| 4/15/2024 | Brookstone Capital Management | 24,233 | $1.15M | 0.0% | -52.4% | 0.694% | |
| 4/15/2024 | Sunbelt Securities Inc. | 11,737 | $558K | 0.1% | -26.2% | 0.336% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 22,924 | $1.09M | 0.5% | -1.1% | 0.657% | |
| 2/26/2024 | Centaurus Financial Inc. | 21,969 | $1.01M | 0.1% | +21.3% | 1.292% | |
| 2/16/2024 | PCA Investment Advisory Services Inc. | 4,700 | $215K | 0.1% | N/A | 0.276% | |
| 2/14/2024 | Visionary Wealth Advisors | 17,513 | $802K | 0.1% | N/A | 1.030% | |
| 2/14/2024 | Personal CFO Solutions LLC | 5,171 | $237K | 0.0% | N/A | 0.304% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 11,145 | $510K | 0.0% | N/A | 0.656% | |
| 2/9/2024 | Advisory Services Network LLC | 9,761 | $447K | 0.0% | +91.2% | 0.574% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 174,440 | $7.99M | 0.0% | +687.0% | 10.261% | |
| 2/9/2024 | Thoroughbred Financial Services LLC | 9,043 | $414K | 0.0% | +14.6% | 0.532% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 20,895 | $957K | 0.0% | +93.3% | 1.229% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 9,423 | $432K | 0.0% | -36.9% | 0.554% | |
| 2/7/2024 | Principal Securities Inc. | 3,660 | $168K | 0.0% | N/A | 0.215% | |
| 2/6/2024 | Valtinson Bruner Financial Planning LLC | 37,382 | $1.71M | 0.9% | +2.6% | 2.199% | |
| 2/6/2024 | Lincoln National Corp | 7,992 | $366K | 0.0% | +7.8% | 0.470% | |
| 2/6/2024 | U.S. Capital Wealth Advisors LLC | 7,925 | $363K | 0.0% | +68.1% | 0.466% | |
| 2/2/2024 | Truist Financial Corp | 48,951 | $2.24M | 0.0% | +36.4% | 2.879% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 65,139 | $2.98M | 0.0% | +301.9% | 3.832% | |
| 2/1/2024 | Sigma Planning Corp | 13,197 | $604K | 0.0% | N/A | 0.776% | |
| 2/1/2024 | CWM LLC | 20,354 | $932K | 0.0% | +23.0% | 1.197% | |
| 2/1/2024 | CRA Financial Services LLC | 8,520 | $390K | 0.1% | +41.5% | 0.501% | |
| 1/30/2024 | Capital Analysts LLC | 5,691 | $261K | 0.0% | -12.5% | 0.335% | |
| 1/30/2024 | DHJJ Financial Advisors Ltd. | 23,169 | $1.06M | 0.5% | +9.6% | 1.363% | |
| 1/29/2024 | Outlook Wealth Advisors LLC | 9,286 | $425K | 0.1% | N/A | 0.546% | |
| 1/26/2024 | Sequoia Financial Advisors LLC | 5,668 | $260K | 0.0% | +16.7% | 0.333% | |
| 1/25/2024 | Strategic Blueprint LLC | 27,145 | $1.24M | 0.1% | +5.2% | 1.597% | |
| 1/24/2024 | Arkadios Wealth Advisors | 6,936 | $318K | 0.0% | -5.6% | 0.408% | |
| 1/23/2024 | Crown Wealth Group LLC | 9,273 | $425K | 0.3% | N/A | 0.545% | |
| 1/19/2024 | AdvisorNet Financial Inc | 3,193 | $146K | 0.0% | +75.0% | 0.188% | |
| 1/17/2024 | Fort Washington Investment Advisors Inc. OH | 10,870 | $498K | 0.0% | +16.1% | 0.639% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 12,438 | $570K | 0.0% | +123.1% | 0.732% | |
| 1/16/2024 | CoreCap Advisors LLC | 22,047 | $1.01M | 0.1% | +24.7% | 1.297% | |
| 1/11/2024 | Brookstone Capital Management | 50,913 | $2.33M | 0.0% | +53.9% | 2.995% | |
| 1/11/2024 | BCS Wealth Management | 4,910 | $225K | 0.1% | N/A | 0.289% | |
| 1/11/2024 | Diligent Investors LLC | 27,406 | $1.26M | 0.3% | +68.8% | 1.612% | |
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| 1/10/2024 | Sugarloaf Wealth Management LLC | 10,097 | $462K | 0.1% | +132.8% | 0.594% | |
| 12/11/2023 | Sunbelt Securities Inc. | 13,649 | $580K | 0.1% | -2.8% | 0.803% | |
| 11/13/2023 | Sugarloaf Wealth Management LLC | 4,337 | $184K | 0.0% | +54.5% | 0.255% | |
| 11/8/2023 | Sequoia Financial Advisors LLC | 4,857 | $206K | 0.0% | N/A | 0.286% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 10,810 | $460K | 0.0% | +4.5% | 0.636% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 14,944 | $635K | 0.0% | +1.8% | 0.879% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 5,574 | $237K | 0.0% | N/A | 0.328% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 22,166 | $942K | 0.0% | -35.5% | 1.304% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 41,252 | $1.75M | 0.0% | -17.8% | 2.427% | |
| 10/20/2023 | Brookstone Capital Management | 33,078 | $1.41M | 0.0% | +191.6% | 1.946% | |
