| 11/15/2024 | MML Investors Services LLC | 4,937 | $214K | 0.0% | -7.3% | 0.132% | |
| 11/15/2024 | Stifel Financial Corp | 1,016,927 | $44.02M | 0.0% | N/A | 27.263% | |
| 11/15/2024 | Swmg LLC | 15,112 | $699K | 0.3% | N/A | 0.405% | |
| 11/15/2024 | HighTower Advisors LLC | 5,166 | $223K | 0.0% | N/A | 0.138% | |
| 11/15/2024 | Benjamin Edwards Inc. | 825,139 | $35.72M | 0.5% | N/A | 22.122% | |
| 11/12/2024 | Larson Financial Group LLC | 98,962 | $4.28M | 0.2% | +2,975.3% | 2.653% | |
|
| 11/7/2024 | Schwallier Wealth Management LLC | 156,999 | $6.80M | 4.9% | +4.1% | 4.209% | |
| 11/1/2024 | Atria Investments Inc | 15,136 | $655K | 0.0% | N/A | 0.406% | |
| 10/31/2024 | Confluence Investment Management LLC | 417,867 | $18.09M | 0.2% | N/A | 11.203% | |
| 10/29/2024 | Centennial Bank AR | 40,664 | $1.76M | 0.8% | +8.4% | 1.090% | |
| 10/29/2024 | Roman Butler Fullerton & Co. | 12,552 | $552K | 0.2% | +99.5% | 0.337% | |
| 10/25/2024 | Financial Advocates Investment Management | 11,406 | $494K | 0.0% | -34.8% | 0.306% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 55,360 | $2.40M | 1.0% | +18.2% | 1.484% | |
| 10/22/2024 | Foundry Financial Group Inc. | 85,005 | $3.68M | 2.3% | -2.5% | 2.279% | |
| 10/22/2024 | Private Advisor Group LLC | 7,273 | $315K | 0.0% | N/A | 0.195% | |
| 10/22/2024 | Accordant Advisory Group Inc | 795 | $34K | 0.0% | N/A | 0.021% | |
| 10/16/2024 | Good Life Advisors LLC | 71,748 | $3.11M | 0.2% | +92.1% | 1.924% | |
| 10/4/2024 | Breakwater Capital Group | 171,959 | $7.44M | 1.5% | +11.4% | 4.610% | |
| 8/30/2024 | Centennial Bank AR | 37,523 | $1.46M | 0.7% | +42.9% | 1.006% | |
| 8/22/2024 | Cetera Investment Advisers | 27,526 | $1.07M | 0.0% | +15.9% | 0.738% | |
| 8/9/2024 | Total Clarity Wealth Management Inc. | 21,416 | $832K | 0.3% | +54.7% | 0.574% | |
| 8/9/2024 | Foundry Financial Group Inc. | 87,211 | $3.39M | 2.3% | -34.1% | 2.338% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 20,208 | $785K | 0.1% | +17.2% | 0.542% | |
| 8/8/2024 | LPL Financial LLC | 1,101,260 | $42.81M | 0.0% | +41.4% | 29.524% | |
| 8/5/2024 | New York Life Investment Management LLC | 509,560 | $19.81M | 0.2% | +82.2% | 13.661% | |
| 8/5/2024 | TD Capital Management LLC | 1,678 | $65K | 0.0% | -32.4% | 0.045% | |
| 8/2/2024 | Larson Financial Group LLC | 3,218 | $125K | 0.0% | N/A | 0.086% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 131,172 | $5.10M | 0.0% | +13.4% | 3.517% | |
| 7/29/2024 | Financial Advocates Investment Management | 17,491 | $680K | 0.0% | +3.8% | 0.469% | |
| 7/26/2024 | Breakwater Capital Group | 154,389 | $6.00M | 1.4% | +11.5% | 4.139% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 21,017 | $817K | 0.0% | -7.1% | 0.563% | |
| 7/22/2024 | Fox Financial Inc | 13,730 | $534K | 0.5% | +3.5% | 0.368% | |
| 7/19/2024 | Beacon Financial Planning Inc. | 45,348 | $1.76M | 1.2% | +56.9% | 1.216% | |
| 7/16/2024 | Roman Butler Fullerton & Co. | 6,293 | $243K | 0.1% | N/A | 0.169% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 46,839 | $1.82M | 0.8% | +58.9% | 1.256% | |
| 5/24/2024 | Cetera Advisors LLC | 15,430 | $635K | 0.0% | N/A | 0.414% | |
| 5/17/2024 | Comerica Bank | 1,314 | $54K | 0.0% | N/A | 0.035% | |
| 5/14/2024 | JT Stratford LLC | 7,510 | $309K | 0.1% | N/A | 0.201% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 17,239 | $709K | 0.1% | -11.6% | 0.462% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 12,120 | $499K | 0.1% | N/A | 0.325% | |
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| 4/30/2024 | Foundry Financial Group Inc. | 132,319 | $5.45M | 3.9% | +7.9% | 3.547% | |
| 4/30/2024 | Perigon Wealth Management LLC | 65,861 | $2.71M | 0.1% | N/A | 1.795% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 115,649 | $4.76M | 0.0% | +15.3% | 3.151% | |
| 4/23/2024 | Twin Peaks Wealth Advisors LLC | 15,755 | $649K | 0.4% | -2.0% | 0.429% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 42,111 | $1.73M | 0.0% | +401.0% | 1.147% | |
| 4/22/2024 | PFG Investments LLC | 12,120 | $499K | 0.0% | N/A | 0.330% | |
| 4/22/2024 | Beacon Financial Planning Inc. | 28,901 | $1.19M | 0.8% | +236.2% | 0.787% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 8,150 | $336K | 0.0% | -4.6% | 0.222% | |
| 4/18/2024 | Synergy Asset Management LLC | 4,940 | $203K | 0.0% | -43.9% | 0.135% | |
| 4/18/2024 | Breakwater Capital Group | 138,446 | $5.70M | 1.4% | +12.5% | 3.772% | |
| 4/18/2024 | WJ Wealth Management LLC | 68,734 | $2.83M | 1.1% | -37.6% | 1.873% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 29,484 | $1.21M | 0.5% | +143.3% | 2.437% | |
| 4/9/2024 | Mather Group LLC. | 3,633 | $145K | 0.0% | N/A | 0.300% | |
| 2/12/2024 | TD Capital Management LLC | 1,305 | $52K | 0.0% | +29.7% | 0.108% | |
| 2/9/2024 | Thoroughbred Financial Services LLC | 19,500 | $777K | 0.1% | N/A | 1.612% | |
| 2/8/2024 | Financial Advocates Investment Management | 17,403 | $694K | 0.0% | +21.8% | 1.438% | |
| 2/7/2024 | Northwest Financial Advisors | 1,509 | $60K | 0.1% | N/A | 0.125% | |
| 2/6/2024 | New York Life Investment Management LLC | 265,940 | $10.61M | 0.1% | N/A | 21.979% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 21,328 | $851K | 0.0% | +32.6% | 1.763% | |
| 1/30/2024 | DHJJ Financial Advisors Ltd. | 12,117 | $483K | 0.2% | +720.4% | 1.001% | |
| 1/29/2024 | Beacon Financial Planning Inc. | 8,596 | $343K | 0.3% | N/A | 0.710% | |
| 1/26/2024 | Fox Financial Inc | 13,238 | $528K | 0.5% | N/A | 1.094% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 800 | $32K | 0.0% | +700.0% | 0.066% | |
| 1/24/2024 | Breakwater Capital Group | 123,064 | $4.85M | 1.4% | +11.3% | 10.171% | |
| 1/23/2024 | Foundry Financial Group Inc. | 122,620 | $4.89M | 4.1% | N/A | 10.134% | |
| 1/19/2024 | Synergy Asset Management LLC | 8,800 | $351K | 0.1% | N/A | 0.727% | |
| 1/18/2024 | SeaCrest Wealth Management LLC | 8,539 | $329K | 0.0% | N/A | 0.706% | |
| 1/18/2024 | Good Life Advisors LLC | 48,201 | $1.92M | 0.2% | N/A | 3.984% | |
| 1/17/2024 | Twin Peaks Wealth Advisors LLC | 16,076 | $641K | 0.4% | N/A | 1.329% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 8,405 | $335K | 0.0% | N/A | 0.695% | |
| 1/16/2024 | WJ Wealth Management LLC | 110,142 | $4.39M | 1.9% | N/A | 9.103% | |
| 11/13/2023 | LPL Financial LLC | 381,688 | $13.61M | 0.0% | +39.9% | 31.544% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 16,087 | $574K | 0.0% | N/A | 1.330% | |
| 11/7/2023 | Advisors Preferred LLC | 1,302 | $46K | 0.0% | N/A | 0.108% | |
| 11/6/2023 | Breakwater Capital Group | 110,525 | $3.77M | 1.3% | +111.4% | 9.134% | |
| 11/3/2023 | Private Advisor Group LLC | 35,602 | $1.27M | 0.0% | N/A | 2.942% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 60,652 | $2.16M | 0.0% | N/A | 5.013% | |
| 10/17/2023 | GHP Investment Advisors Inc. | 17,055 | $594K | 0.0% | +7.8% | 1.410% | |
| 10/10/2023 | DHJJ Financial Advisors Ltd. | 1,477 | $53K | 0.0% | N/A | 0.122% | |
| 7/31/2023 | LPL Financial LLC | 272,873 | $9.84M | 0.0% | +1.2% | 31.008% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 6,225 | $224K | 0.0% | -42.0% | 0.707% | |
| 7/24/2023 | Breakwater Capital Group | 52,277 | $1.89M | 0.7% | N/A | 5.941% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 135,276 | $4.88M | 0.0% | -1.2% | 15.372% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 136,901 | $4.63M | 0.0% | +4.6% | 15.557% | |
| 5/11/2023 | Financial Advocates Investment Management | 14,313 | $484K | 0.0% | +16.7% | 1.626% | |
| 5/10/2023 | LPL Financial LLC | 269,657 | $9.12M | 0.0% | +6.5% | 30.643% | |
| 5/3/2023 | Advisors Preferred LLC | 1,099 | $37K | 0.0% | N/A | 0.125% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 10,725 | $363K | 0.0% | +22.9% | 1.219% | |
| 4/12/2023 | Flagship Harbor Advisors LLC | 9,813 | $332K | 0.0% | -5.7% | 1.168% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 130,922 | $4.27M | 0.0% | +1.1% | 0.000% | |
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| 2/7/2023 | LPL Financial LLC | 253,139 | $8.26M | 0.0% | +6.1% | 0.000% | |
| 1/13/2023 | Flagship Harbor Advisors LLC | 10,405 | $339K | 0.0% | -9.0% | 0.000% | |
| 11/15/2022 | Financial Advocates Investment Management | 11,483 | $347K | 0.0% | +3.4% | 0.000% | |
| 11/7/2022 | Advisors Preferred LLC | 906 | $28K | 0.0% | N/A | 0.000% | |
| 10/26/2022 | Truist Financial Corp | 12,550 | $379K | 0.0% | N/A | 0.000% | |
| 10/25/2022 | Janney Montgomery Scott LLC | 8,725 | $263K | 0.0% | -41.7% | 0.000% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 129,438 | $3.91M | 0.0% | +0.5% | 0.000% | |
| 10/13/2022 | Flagship Harbor Advisors LLC | 11,432 | $345K | 0.0% | -65.9% | 0.000% | |
| 8/12/2022 | Financial Advocates Investment Management | 11,107 | $344K | 0.0% | N/A | 0.000% | |
| 8/3/2022 | Janney Montgomery Scott LLC | 14,975 | $471K | 0.0% | -24.6% | 0.000% | |
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