| 3/24/2025 | Mascagni Wealth Management Inc. | 8,865 | $351K | 0.3% | N/A | 0.145% | |
| 2/17/2025 | Cetera Investment Advisers | 9,082 | $359K | 0.0% | +5.0% | 0.094% | |
| 2/17/2025 | Bank of America Corp DE | 137,784 | $5.45M | 0.0% | -2.0% | 1.428% | |
| 2/14/2025 | Jane Street Group LLC | 5,601 | $222K | 0.0% | -67.5% | 0.058% | |
| 2/14/2025 | MGO One Seven LLC | 17,089 | $676K | 0.0% | -41.8% | 0.177% | |
| 2/14/2025 | Susquehanna International Group LLP | 62,161 | $2.46M | 0.0% | +68.2% | 0.644% | |
| 2/14/2025 | GeoWealth Management LLC | 46,787 | $1.85M | 0.1% | -24.6% | 0.485% | |
| 2/13/2025 | Solano Wealth Investment Advisors LLC | 162,145 | $6.42M | 3.9% | N/A | 1.680% | |
| 2/13/2025 | Raymond James Financial Inc. | 162,127 | $6.41M | 0.0% | N/A | 1.680% | |
| 2/13/2025 | Invesco Ltd. | 1,673,578 | $66.21M | 0.0% | -2.6% | 17.343% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 25,284 | $1M | 0.0% | -20.0% | 0.262% | |
| 2/12/2025 | Milestone Investment Advisors LLC | 1,992 | $79K | 0.0% | -37.2% | 0.021% | |
| 2/12/2025 | Graney & King LLC | 15,072 | $596K | 0.4% | N/A | 0.156% | |
| 2/11/2025 | LPL Financial LLC | 539,055 | $21.33M | 0.0% | -41.1% | 5.586% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 30,715 | $1.22M | 0.0% | +3.0% | 0.318% | |
| 2/10/2025 | IAG Wealth Partners LLC | 91,087 | $3.60M | 0.6% | -1.4% | 0.944% | |
| 2/7/2025 | Independent Advisor Alliance | 14,815 | $586K | 0.0% | N/A | 0.154% | |
| 2/6/2025 | Raymond James Financial Inc. | 162,127 | $6.41M | 0.0% | N/A | 1.680% | |
| 2/5/2025 | SRS Capital Advisors Inc. | 2,338 | $92K | 0.0% | +1,800.8% | 0.024% | |
| 2/5/2025 | First Command Advisory Services Inc. | 388,246 | $15.36M | 0.1% | +8.7% | 4.023% | |
| 2/4/2025 | Bank of New York Mellon Corp | 663,235 | $26.24M | 0.0% | +1.9% | 6.873% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 6,009 | $238K | 0.0% | -70.8% | 0.062% | |
| 2/3/2025 | Private Advisor Group LLC | 10,593 | $419K | 0.0% | -3.0% | 0.110% | |
| 2/3/2025 | Good Life Advisors LLC | 29,124 | $1.15M | 0.1% | N/A | 0.302% | |
| 1/31/2025 | Traction Financial Partners LLC | 12,560 | $497K | 0.4% | -87.1% | 0.130% | |
| 1/28/2025 | Landmark Wealth Management Inc. | 31,935 | $1.26M | 0.6% | -9.2% | 0.331% | |
| 1/23/2025 | Orrstown Financial Services Inc. | 15,462 | $612K | 0.2% | -45.6% | 0.160% | |
| 1/23/2025 | Hantz Financial Services Inc. | 422,710 | $16.72M | 0.3% | -35.2% | 4.380% | |
| 1/14/2025 | ERn Financial LLC | 14,624 | $579K | 0.1% | -7.1% | 0.152% | |
| 11/15/2024 | MML Investors Services LLC | 11,122 | $440K | 0.0% | -30.0% | 0.115% | |
| 11/15/2024 | Jane Street Group LLC | 17,211 | $681K | 0.0% | N/A | 0.178% | |
| 11/14/2024 | Flow Traders U.S. LLC | 9,831 | $389K | 0.0% | N/A | 0.102% | |
| 11/14/2024 | Hantz Financial Services Inc. | 652,296 | $25.80M | 0.5% | -21.9% | 6.760% | |
| 11/13/2024 | Avestar Capital LLC | 61,237 | $2.42M | 0.2% | -15.9% | 0.635% | |
| 11/12/2024 | 49 Wealth Management LLC | 7,114 | $281K | 0.0% | -30.9% | 0.074% | |
| 11/6/2024 | Traction Financial Partners LLC | 97,159 | $3.84M | 3.0% | -16.2% | 1.007% | |
| 11/5/2024 | Proactive Wealth Strategies LLC | 34,409 | $1.36M | 0.8% | N/A | 0.357% | |
| 11/1/2024 | Atria Investments Inc | 5,081 | $201K | 0.0% | N/A | 0.053% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 20,607 | $815K | 0.0% | +8.6% | 0.214% | |
| 10/30/2024 | Milestone Investment Advisors LLC | 3,172 | $125K | 0.0% | -10.5% | 0.033% | |
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| 10/29/2024 | IAG Wealth Partners LLC | 92,414 | $3.66M | 0.7% | +2.1% | 0.958% | |
| 10/24/2024 | Orrstown Financial Services Inc. | 28,440 | $1.13M | 0.3% | +1.8% | 0.295% | |
| 10/22/2024 | Private Advisor Group LLC | 10,917 | $432K | 0.0% | -25.9% | 0.113% | |
| 10/19/2024 | Cedrus LLC | 16,756 | $663K | 0.2% | N/A | 0.174% | |
| 10/16/2024 | ERn Financial LLC | 15,747 | $623K | 0.1% | -3.4% | 0.163% | |
| 10/11/2024 | ORG Partners LLC | 13,861 | $548K | 0.1% | -28.7% | 0.144% | |
| 10/11/2024 | ORG Wealth Partners LLC | 5,874 | $232K | 0.1% | N/A | 0.061% | |
| 8/16/2024 | Traction Financial Partners LLC | 115,979 | $4.36M | 3.2% | +4.2% | 1.202% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 7,370 | $267K | 0.0% | N/A | 0.076% | |
| 8/8/2024 | LPL Financial LLC | 1,028,841 | $37.36M | 0.0% | -30.9% | 10.662% | |
| 8/7/2024 | MGO One Seven LLC | 45,801 | $1.66M | 0.1% | -76.7% | 0.475% | |
| 8/5/2024 | Private Advisor Group LLC | 14,739 | $535K | 0.0% | -68.0% | 0.153% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 28,693 | $1.04M | 0.0% | +13.0% | 0.297% | |
| 7/31/2024 | IFG Advisory LLC | 26,643 | $967K | 0.1% | +14.7% | 0.276% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 18,977 | $689K | 0.0% | -19.5% | 0.197% | |
| 7/31/2024 | Solano Wealth Management Inc. | 553,518 | $20.10M | 11.0% | +6.4% | 5.736% | |
| 7/30/2024 | Hantz Financial Services Inc. | 835,543 | $30.34M | 0.6% | N/A | 8.658% | |
| 7/26/2024 | First Command Advisory Services Inc. | 327,681 | $11.90M | 0.1% | +8.7% | 3.396% | |
| 7/26/2024 | Bank of New York Mellon Corp | 625,991 | $22.73M | 0.0% | +6.5% | 6.487% | |
| 7/24/2024 | EdgeRock Capital LLC | 724 | $26K | 0.0% | N/A | 0.008% | |
| 7/19/2024 | Western Wealth Management LLC | 10,636 | $386K | 0.0% | N/A | 0.110% | |
| 7/17/2024 | IAG Wealth Partners LLC | 90,478 | $3.29M | 0.7% | +3.4% | 0.938% | |
| 7/16/2024 | ORG Partners LLC | 19,440 | $697K | 0.1% | N/A | 0.201% | |
| 7/15/2024 | Aspire Private Capital LLC | 1,527 | $55K | 0.0% | -26.5% | 0.016% | |
| 7/12/2024 | Orrstown Financial Services Inc. | 27,935 | $1.01M | 0.5% | +13.8% | 0.289% | |
| 7/10/2024 | Apella Capital LLC | 12,988 | $455K | 0.0% | -8.2% | 0.135% | |
| 5/13/2024 | PAX Financial Group LLC | 9,351 | $353K | 0.1% | +15.9% | 0.094% | |
| 5/10/2024 | Osaic Holdings Inc. | 236,703 | $8.94M | 0.0% | -7.8% | 2.374% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 89,071 | $3.36M | 0.0% | +43.8% | 0.893% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 23,568 | $890K | 0.0% | -47.5% | 0.236% | |
| 5/7/2024 | 49 Wealth Management LLC | 10,685 | $399K | 0.1% | +3.0% | 0.107% | |
| 5/2/2024 | First Command Advisory Services Inc. | 301,490 | $11.39M | 0.1% | +14.4% | 3.024% | |
| 4/30/2024 | Concord Wealth Partners | 915 | $35K | 0.0% | N/A | 0.009% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 25,382 | $959K | 0.0% | -48.4% | 0.255% | |
| 4/25/2024 | IAG Wealth Partners LLC | 87,497 | $3.31M | 0.7% | +13.3% | 0.862% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 270,159 | $10.20M | 0.0% | -12.4% | 2.662% | |
| 4/16/2024 | Searcy Financial Services Inc. ADV | 573,261 | $21.65M | 11.0% | +4.5% | 5.648% | |
| 4/16/2024 | ERn Financial LLC | 16,284 | $615K | 0.1% | -4.8% | 0.160% | |
| 4/4/2024 | Orrstown Financial Services Inc. | 24,540 | $927K | 0.5% | +10.3% | 0.264% | |
| 2/27/2024 | ARQ Wealth Advisors LLC | 6,489 | $252K | 0.1% | N/A | 0.070% | |
| 2/14/2024 | MGO One Seven LLC | 186,129 | $7.22M | 0.4% | +3.8% | 2.006% | |
| 2/14/2024 | Traction Financial Partners LLC | 77,678 | $3.01M | 2.0% | N/A | 0.837% | |
| 2/12/2024 | Avestar Capital LLC | 48,734 | $1.89M | 0.2% | +41.0% | 0.525% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 6,255 | $243K | 0.0% | N/A | 0.067% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 99,589 | $3.86M | 0.1% | +11.8% | 1.073% | |
| 2/9/2024 | Frazier Financial Advisors LLC | 891 | $35K | 0.0% | N/A | 0.010% | |
| 2/9/2024 | Thoroughbred Financial Services LLC | 9,347 | $362K | 0.0% | -5.6% | 0.101% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 61,933 | $2.40M | 0.0% | +107.6% | 0.667% | |
| 2/7/2024 | Collaborative Wealth Managment Inc. | 10,396 | $403K | 0.2% | -12.2% | 0.112% | |
| 2/6/2024 | EdgeRock Capital LLC | 966 | $35K | 0.0% | N/A | 0.010% | |
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| 2/6/2024 | Private Advisor Group LLC | 45,772 | $1.78M | 0.0% | +38.0% | 0.493% | |
| 2/6/2024 | Solano Wealth Management Inc. | 474,369 | $18.41M | 11.1% | +4.6% | 5.112% | |
| 2/2/2024 | IAG Wealth Partners LLC | 77,245 | $3.00M | 0.7% | -26.3% | 0.832% | |
| 2/2/2024 | Truist Financial Corp | 44,586 | $1.73M | 0.0% | -40.2% | 0.480% | |
| 2/1/2024 | First Command Advisory Services Inc. | 263,615 | $10.23M | 0.1% | +23.7% | 2.841% | |
| 1/29/2024 | ORG Partners LLC | 3,212 | $125K | 0.0% | +393.4% | 0.035% | |
| 1/26/2024 | Cerity Partners LLC | 12,842 | $498K | 0.0% | -25.8% | 0.138% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 47,285 | $1.84M | 0.0% | +31.6% | 0.510% | |
| 1/23/2024 | Denver Wealth Management Inc. | 5,614 | $218K | 0.1% | -36.2% | 0.060% | |
| 1/19/2024 | AdvisorNet Financial Inc | 875 | $34K | 0.0% | -38.6% | 0.009% | |
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