| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 22,915 | $762K | 0.0% | -4.3% | 0.488% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 4,852 | $161K | 0.1% | N/A | 0.128% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 13,476 | $454K | 0.1% | -3.9% | 0.357% | |
| 2/17/2025 | Wolverine Trading LLC | 6,051 | $201K | 0.0% | N/A | 0.198% | |
| 2/17/2025 | Cetera Investment Advisers | 27,763 | $924K | 0.0% | -2.6% | 0.910% | |
| 2/17/2025 | Citadel Advisors LLC | 26,938 | $896K | 0.0% | +41.1% | 0.883% | |
| 2/14/2025 | Jane Street Group LLC | 13,248 | $441K | 0.0% | -48.4% | 0.434% | |
| 2/13/2025 | NewEdge Advisors LLC | 16,508 | $549K | 0.0% | -18.4% | 0.541% | |
| 2/13/2025 | SageView Advisory Group LLC | 43,261 | $1.44M | 0.1% | +65.9% | 1.418% | |
| 2/13/2025 | Townsquare Capital LLC | 7,375 | $245K | 0.0% | -24.6% | 0.242% | |
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| 2/13/2025 | Raymond James Financial Inc. | 6,514 | $217K | 0.0% | N/A | 0.214% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 11,154 | $371K | 0.0% | -10.7% | 0.366% | |
| 2/12/2025 | OLD Mission Capital LLC | 19,008 | $632K | 0.0% | +16.9% | 0.623% | |
| 2/10/2025 | IMG Wealth Management Inc. | 12,172 | $405K | 0.4% | N/A | 0.399% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 68,816 | $2.29M | 0.0% | -8.3% | 2.256% | |
| 2/7/2025 | HighTower Advisors LLC | 6,768 | $225K | 0.0% | -70.4% | 0.222% | |
| 2/6/2025 | Raymond James Financial Inc. | 6,514 | $217K | 0.0% | N/A | 0.214% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 116,141 | $3.86M | 0.1% | +13.3% | 3.808% | |
| 1/31/2025 | Truist Financial Corp | 119,141 | $3.96M | 0.0% | -2.0% | 3.906% | |
| 1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 273,682 | $9.11M | 0.4% | +167.0% | 8.973% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 22,444 | $747K | 0.0% | -3.7% | 0.736% | |
| 1/24/2025 | Vantage Point Financial LLC | 7,362 | $245K | 0.1% | N/A | 0.241% | |
| 1/21/2025 | KFG Wealth Management LLC | 17,154 | $571K | 0.1% | -48.5% | 0.562% | |
| 1/21/2025 | RFG Advisory LLC | 6,104 | $203K | 0.0% | -42.7% | 0.200% | |
| 1/15/2025 | Central Valley Advisors LLC | 9,994 | $333K | 0.2% | -9.1% | 0.328% | |
| 1/13/2025 | Brookstone Capital Management | 50,058 | $1.67M | 0.0% | -12.7% | 1.641% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 12,493 | $406K | 0.0% | -19.6% | 0.410% | |
| 11/15/2024 | Jane Street Group LLC | 25,695 | $836K | 0.0% | -45.3% | 0.842% | |
| 11/15/2024 | SageView Advisory Group LLC | 26,076 | $849K | 0.0% | -55.6% | 0.855% | |
| 11/15/2024 | HighTower Advisors LLC | 22,863 | $744K | 0.0% | -5.1% | 0.750% | |
| 11/13/2024 | Townsquare Capital LLC | 9,781 | $318K | 0.0% | -11.4% | 0.321% | |
| 11/6/2024 | Archer Investment Corp | 781 | $25K | 0.0% | -96.8% | 0.026% | |
| 10/22/2024 | Chris Bulman Inc | 6,771 | $220K | 0.1% | -44.8% | 0.222% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 23,317 | $759K | 0.0% | -76.1% | 0.764% | |
| 10/11/2024 | Creative Planning | 6,264 | $204K | 0.0% | N/A | 0.205% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 102,488 | $3.34M | 0.3% | +7.6% | 3.360% | |
| 10/8/2024 | Brookstone Capital Management | 57,313 | $1.87M | 0.0% | +2.8% | 1.879% | |
| 9/5/2024 | Sanctuary Advisors LLC | 6,770 | $207K | 0.0% | N/A | 0.222% | |
| 8/6/2024 | Chris Bulman Inc | 12,261 | $388K | 0.3% | N/A | 0.402% | |
| 8/2/2024 | Archer Investment Corp | 24,677 | $781K | 0.2% | -3.9% | 0.809% | |
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| 7/31/2024 | Commonwealth Equity Services LLC | 76,479 | $2.42M | 0.0% | -1.5% | 2.508% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 16,214 | $513K | 0.0% | -19.2% | 0.532% | |
| 7/19/2024 | KFG Wealth Management LLC | 40,117 | $1.27M | 0.5% | -2.5% | 1.315% | |
| 7/18/2024 | Brookstone Capital Management | 55,727 | $1.78M | 0.0% | -89.7% | 1.827% | |
| 7/18/2024 | Triad Wealth Partners LLC | 1,763 | $56K | 0.0% | N/A | 0.058% | |
| 7/18/2024 | Fiduciary Financial Group LLC | 23,800 | $763K | 0.2% | N/A | 0.780% | |
| 7/15/2024 | RFG Advisory LLC | 11,331 | $359K | 0.0% | +5.3% | 0.372% | |
| 5/24/2024 | Cetera Advisors LLC | 25,116 | $773K | 0.0% | +64.1% | 0.823% | |
| 5/9/2024 | SageView Advisory Group LLC | 16,935 | $553K | 0.0% | -98.8% | 0.555% | |
| 5/7/2024 | PFG Advisors | 10,466 | $322K | 0.0% | N/A | 0.343% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 43,806 | $1.35M | 0.2% | -13.8% | 1.436% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 77,640 | $2.39M | 0.0% | +55.9% | 2.546% | |
| 4/24/2024 | Spire Wealth Management | 19,627 | $605K | 0.0% | +3,501.3% | 0.644% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 20,069 | $618K | 0.1% | N/A | 0.658% | |
| 4/23/2024 | OxenFree Capital LLC | 6,592 | $203K | 0.2% | N/A | 0.216% | |
| 4/19/2024 | KFG Wealth Management LLC | 41,152 | $1.27M | 0.5% | +20.3% | 1.349% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 23,940 | $737K | 0.0% | +9.7% | 0.785% | |
| 4/15/2024 | Brookstone Capital Management | 539,511 | $16.61M | 0.3% | +1,068.9% | 17.689% | |
| 4/12/2024 | Fermata Advisors LLC | 10,819 | $333K | 0.1% | N/A | 0.451% | |
| 4/12/2024 | Central Valley Advisors LLC | 11,000 | $339K | 0.2% | N/A | 0.458% | |
| 4/11/2024 | RFG Advisory LLC | 10,760 | $331K | 0.0% | N/A | 0.448% | |
| 3/6/2024 | SageView Advisory Group LLC | 1,378,176 | $40.60M | 1.4% | N/A | 57.424% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 7,432 | $220K | 0.0% | -43.2% | 0.310% | |
| 2/8/2024 | Foundations Investment Advisors LLC | 7,129 | $213K | 0.0% | -13.6% | 0.297% | |
| 2/2/2024 | Truist Financial Corp | 122,503 | $3.61M | 0.0% | -0.6% | 5.104% | |
| 1/31/2024 | KFG Wealth Management LLC | 34,213 | $1.01M | 0.5% | -33.9% | 1.426% | |
| 1/31/2024 | Archer Investment Corp | 2,310 | $68K | 0.0% | -75.3% | 0.096% | |
| 1/26/2024 | Soltis Investment Advisors LLC | 212,632 | $6.26M | 0.7% | N/A | 8.860% | |
| 1/24/2024 | Stratos Wealth Advisors LLC | 250,013 | $7.37M | 0.4% | -0.3% | 10.417% | |
| 1/23/2024 | Milestone Asset Management LLC | 7,167 | $211K | 0.1% | -13.1% | 0.299% | |
| 11/8/2023 | HighTower Advisors LLC | 11,328 | $311K | 0.0% | -58.5% | 0.472% | |
| 11/8/2023 | Archer Investment Corp | 9,337 | $257K | 0.1% | -23.1% | 0.389% | |
| 11/2/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 55,893 | $1.54M | 0.2% | -44.9% | 2.329% | |
| 10/24/2023 | Stratos Wealth Advisors LLC | 250,738 | $6.90M | 0.5% | +5.6% | 10.447% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 18,429 | $507K | 0.0% | -25.9% | 0.768% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 49,130 | $1.35M | 0.0% | -4.1% | 2.047% | |
| 10/20/2023 | Brookstone Capital Management | 46,377 | $1.28M | 0.0% | -91.0% | 1.932% | |
| 10/10/2023 | DHJJ Financial Advisors Ltd. | 2,550 | $70K | 0.0% | N/A | 0.106% | |
| 10/5/2023 | Foundations Investment Advisors LLC | 8,249 | $227K | 0.0% | N/A | 0.344% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 51,255 | $1.43M | 0.0% | -8.0% | 2.136% | |
| 8/8/2023 | Archer Investment Corp | 12,148 | $338K | 0.1% | -20.8% | 0.506% | |
| 8/4/2023 | Delta Investment Management LLC | 217,999 | $6.07M | 1.7% | -1.3% | 9.083% | |
| 7/24/2023 | Accurate Wealth Management LLC | 8,518 | $239K | 0.1% | N/A | 0.251% | |
| 7/21/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 101,402 | $2.82M | 0.4% | -11.7% | 2.982% | |
| 7/18/2023 | Allworth Financial LP | 96,587 | $2.69M | 0.0% | N/A | 2.841% | |
| 7/18/2023 | Stratos Wealth Advisors LLC | 237,413 | $6.61M | 0.5% | -1.0% | 6.983% | |
| 7/18/2023 | KFG Wealth Management LLC | 51,467 | $1.43M | 0.8% | +5.0% | 1.514% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 24,878 | $692K | 0.0% | -10.0% | 0.732% | |
| 7/11/2023 | Brookstone Capital Management | 515,092 | $14.27M | 0.3% | +13.7% | 15.150% | |
| 5/22/2023 | Arete Wealth Advisors LLC | 18,159 | $482K | 0.0% | N/A | 0.534% | |
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| 5/12/2023 | Castle Rock Wealth Management LLC | 14,027 | $374K | 0.1% | -2.8% | 0.413% | |
| 5/9/2023 | Archer Investment Corp | 15,332 | $407K | 0.2% | +33.6% | 0.451% | |
| 5/9/2023 | Great Lakes Retirement Inc. | 17,793 | $472K | 0.1% | N/A | 0.523% | |
| 5/9/2023 | Milestone Asset Management LLC | 7,655 | $203K | 0.1% | N/A | 0.225% | |
| 5/8/2023 | Delta Investment Management LLC | 220,790 | $5.86M | 1.7% | N/A | 6.494% | |
| 5/5/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 114,858 | $3.05M | 0.5% | +97.8% | 3.378% | |
| 5/5/2023 | Truist Financial Corp | 124,554 | $3.31M | 0.0% | N/A | 3.663% | |
| 5/3/2023 | Kistler Tiffany Companies LLC | 2,970 | $79K | 0.0% | N/A | 0.087% | |
| 5/2/2023 | SageView Advisory Group LLC | 25,700 | $682K | 0.0% | -26.7% | 0.756% | |
| 5/1/2023 | Arete Wealth Advisors LLC | 18,159 | $481.94B | 0.0% | N/A | 0.534% | |
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