| 11/15/2024 | M&T Bank Corp | 61,339 | $4.48M | 0.0% | N/A | 1.155% | |
| 11/15/2024 | MML Investors Services LLC | 6,194 | $452K | 0.0% | -6.8% | 0.117% | |
| 11/15/2024 | Stifel Financial Corp | 178,697 | $13.05M | 0.0% | +3.3% | 3.365% | |
| 11/15/2024 | IHT Wealth Management LLC | 23,303 | $1.70M | 0.0% | -1.2% | 0.439% | |
| 11/15/2024 | HighTower Advisors LLC | 24,262 | $1.77M | 0.0% | +27.5% | 0.457% | |
| 11/15/2024 | Kestra Investment Management LLC | 7,885 | $576K | 0.0% | N/A | 0.148% | |
|
| 11/6/2024 | Oppenheimer Asset Management Inc. | 30,426 | $2.22M | 0.0% | -6.5% | 0.573% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 62,250 | $4.55M | 0.0% | -6.5% | 1.172% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 38,618 | $2.82M | 0.1% | +0.4% | 0.727% | |
| 10/25/2024 | Golden State Equity Partners | 3,275 | $237K | 0.1% | N/A | 0.062% | |
| 10/24/2024 | Barnes Pettey Financial Advisors LLC | 34,732 | $2.54M | 2.0% | -10.7% | 0.654% | |
| 10/24/2024 | PFG Investments LLC | 7,804 | $570K | 0.0% | +5.4% | 0.147% | |
| 10/22/2024 | Private Advisor Group LLC | 14,160 | $1.03M | 0.0% | -6.2% | 0.267% | |
| 10/21/2024 | Townsend Asset Management Corp NC ADV | 3,751 | $274K | 0.1% | -9.0% | 0.071% | |
| 10/18/2024 | AA Financial Advisors LLC | 56,946 | $4.16M | 1.2% | +43.1% | 1.072% | |
| 10/16/2024 | Opal Wealth Advisors LLC | 528,355 | $38.58M | 12.1% | +6.3% | 9.950% | |
| 10/9/2024 | Atlas Private Wealth Advisors | 3,954 | $289K | 0.0% | -24.5% | 0.074% | |
| 10/8/2024 | Future Financial Wealth Managment LLC | 1,200 | $88K | 0.1% | N/A | 0.023% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 3,176 | $232K | 0.0% | -23.6% | 0.060% | |
| 8/22/2024 | Cetera Investment Advisers | 30,074 | $2.10M | 0.0% | +116.9% | 0.577% | |
| 8/21/2024 | Truist Financial Corp | 34,552 | $2.41M | 0.0% | +181.8% | 0.663% | |
| 8/16/2024 | Sunbelt Securities Inc. | 384 | $27K | 0.0% | N/A | 0.007% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 23,031 | $1.61M | 0.0% | -24.8% | 0.442% | |
| 8/16/2024 | Elevation Capital Advisory LLC | 3,109 | $217K | 0.1% | N/A | 0.060% | |
| 8/16/2024 | Creative Planning | 5,126 | $358K | 0.0% | N/A | 0.098% | |
| 8/9/2024 | One Capital Management LLC | 2,924 | $204K | 0.0% | N/A | 0.056% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 92,837 | $6.48M | 0.0% | +45.8% | 1.782% | |
| 8/8/2024 | Oppenheimer Asset Management Inc. | 32,546 | $2.27M | 0.0% | +21.4% | 0.625% | |
| 8/7/2024 | PFG Investments LLC | 7,404 | $517K | 0.0% | N/A | 0.142% | |
| 8/5/2024 | Private Advisor Group LLC | 15,099 | $1.05M | 0.0% | N/A | 0.290% | |
| 7/31/2024 | Essex Financial Services Inc. | 7,380 | $515K | 0.0% | N/A | 0.142% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 51,952 | $3.63M | 0.0% | +22.8% | 0.997% | |
| 7/26/2024 | Townsend Asset Management Corp NC ADV | 4,122 | $288K | 0.1% | N/A | 0.079% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 164,821 | $11.51M | 0.0% | +81.9% | 3.164% | |
| 7/19/2024 | Raymond James & Associates | 22,323 | $1.56M | 0.0% | +27.8% | 0.428% | |
| 7/19/2024 | Barnes Pettey Financial Advisors LLC | 38,880 | $2.71M | 2.3% | N/A | 0.746% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 3,263 | $228K | 0.0% | N/A | 0.063% | |
| 7/16/2024 | AA Financial Advisors LLC | 39,800 | $2.78M | 1.0% | +139.0% | 0.764% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 4,157 | $290K | 0.0% | -28.7% | 0.080% | |
| 7/12/2024 | Atlas Private Wealth Advisors | 5,240 | $366K | 0.1% | N/A | 0.101% | |
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| 7/12/2024 | Opal Wealth Advisors LLC | 496,822 | $34.69M | 11.1% | +1.6% | 9.536% | |
| 7/9/2024 | Investment Partners Asset Management Inc. | 3,067 | $214K | 0.2% | N/A | 0.059% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 356,341 | $23.91M | 0.2% | -23.0% | 10.481% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 26,815 | $1.80M | 0.0% | -17.8% | 0.789% | |
| 5/7/2024 | PFG Advisors | 18,051 | $1.21M | 0.1% | +2.0% | 0.531% | |
| 5/3/2024 | AA Financial Advisors LLC | 16,651 | $1.12M | 0.5% | N/A | 0.490% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 42,302 | $2.84M | 0.0% | +40.9% | 1.244% | |
| 4/24/2024 | Win Advisors Inc. | 5,806 | $390K | 0.2% | N/A | 0.171% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 90,587 | $6.08M | 0.0% | +6.0% | 2.664% | |
| 4/15/2024 | Future Financial Wealth Managment LLC | 1,200 | $81K | 0.1% | N/A | 0.035% | |
| 4/11/2024 | Opal Wealth Advisors LLC | 488,812 | $32.79M | 11.1% | +23.5% | 14.591% | |
| 2/9/2024 | UBS Group AG | 105,455 | $6.29M | 0.0% | +12.1% | 3.458% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 462,733 | $27.62M | 0.3% | -3.1% | 15.172% | |
| 1/31/2024 | Wetzel Investment Advisors Inc. | 2,424 | $145K | 0.1% | N/A | 0.079% | |
| 1/22/2024 | Opal Wealth Advisors LLC | 395,918 | $23.63M | 9.3% | +1.1% | 12.981% | |
| 1/19/2024 | PFG Advisors | 17,698 | $1.06M | 0.1% | +2.3% | 0.580% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 85,473 | $5.10M | 0.0% | +0.4% | 2.802% | |
| 1/16/2024 | Raymond James & Associates | 16,926 | $1.01M | 0.0% | -1.6% | 0.555% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 5,443 | $316K | 0.0% | N/A | 0.178% | |
| 11/13/2023 | LPL Financial LLC | 143,075 | $7.42M | 0.0% | +5.3% | 4.850% | |
| 11/13/2023 | Kestra Advisory Services LLC | 5,935 | $308K | 0.0% | +34.7% | 0.201% | |
| 11/9/2023 | UBS Group AG | 94,066 | $4.88M | 0.0% | +25.8% | 3.189% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 477,374 | $24.75M | 0.3% | -3.8% | 16.182% | |
| 11/8/2023 | Oppenheimer Asset Management Inc. | 33,146 | $1.72M | 0.0% | +8.8% | 1.124% | |
| 11/7/2023 | Addison Advisors LLC | 1,189 | $62K | 0.0% | -28.8% | 0.040% | |
| 11/3/2023 | MGO One Seven LLC | 4,175 | $216K | 0.0% | N/A | 0.142% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 85,141 | $4.41M | 0.0% | +1.4% | 2.886% | |
| 10/24/2023 | Raymond James & Associates | 17,201 | $892K | 0.0% | +9.4% | 0.583% | |
| 10/24/2023 | FinTrust Capital Advisors LLC | 1,868 | $97K | 0.0% | -27.2% | 0.063% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 22,660 | $1.18M | 0.0% | +8.9% | 0.768% | |
| 10/18/2023 | Opal Wealth Advisors LLC | 391,459 | $20.29M | 11.9% | -13.2% | 13.270% | |
| 10/13/2023 | PFG Advisors | 17,305 | $897K | 0.1% | N/A | 0.587% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 43,730 | $2.38M | 0.0% | +22.9% | 1.562% | |
| 8/3/2023 | Oppenheimer Asset Management Inc. | 30,461 | $1.65M | 0.0% | -4.0% | 1.088% | |
| 8/2/2023 | Milestone Investment Advisors LLC | 5,517 | $300K | 0.1% | +43.5% | 0.197% | |
| 7/31/2023 | LPL Financial LLC | 135,812 | $7.38M | 0.0% | +2.0% | 4.850% | |
| 7/27/2023 | Opal Wealth Advisors LLC | 450,915 | $24.49M | 12.2% | -0.7% | 16.397% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 83,972 | $4.56M | 0.0% | -5.1% | 3.054% | |
| 7/25/2023 | Raymond James & Associates | 15,726 | $854K | 0.0% | +92.2% | 0.572% | |
| 7/11/2023 | Worth Asset Management LLC | 3,025 | $164K | 0.1% | N/A | 0.110% | |
| 5/10/2023 | Oppenheimer Asset Management Inc. | 31,734 | $1.51M | 0.0% | -14.2% | 1.154% | |
| 5/10/2023 | LPL Financial LLC | 133,120 | $6.35M | 0.0% | -0.5% | 4.841% | |
| 5/9/2023 | Vestmark Advisory Solutions Inc. | 11,883 | $567K | 0.0% | +2.1% | 0.432% | |
| 5/5/2023 | Capital Analysts LLC | 1,922 | $92K | 0.0% | N/A | 0.070% | |
| 5/3/2023 | Raymond James Trust N.A. | 6,493 | $310K | 0.0% | -3.7% | 0.236% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 521,302 | $24.86M | 0.3% | -1.8% | 18.956% | |
| 4/19/2023 | Opal Wealth Advisors LLC | 454,183 | $21.66M | 12.6% | +0.1% | 16.516% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 88,490 | $4.22M | 0.0% | +2.1% | 3.218% | |
| 4/14/2023 | Raymond James & Associates | 8,180 | $390K | 0.0% | -66.7% | 0.297% | |
| 3/15/2023 | Milestone Investment Advisors LLC | 3,845 | $157K | 0.1% | N/A | 0.108% | |
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| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 86,628 | $3.54M | 0.0% | +19.9% | 2.440% | |
| 2/8/2023 | Raymond James & Associates | 24,600 | $1.00M | 0.0% | -16.2% | 0.693% | |
| 2/8/2023 | Prospera Financial Services Inc | 6,413 | $262K | 0.0% | -44.6% | 0.181% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 19,525 | $797K | 0.0% | -6.1% | 0.550% | |
| 2/7/2023 | LPL Financial LLC | 133,855 | $5.46M | 0.0% | +59.0% | 3.771% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 33,991 | $1.39M | 0.0% | -4.8% | 0.957% | |
| 2/7/2023 | Oppenheimer Asset Management Inc. | 36,993 | $1.51M | 0.0% | +8.0% | 1.042% | |
| 2/3/2023 | Opal Wealth Advisors LLC | 453,755 | $18.52M | 10.2% | +4.3% | 12.782% | |
| 2/2/2023 | Raymond James Trust N.A. | 6,743 | $275K | 0.0% | +3.9% | 0.190% | |
| 1/20/2023 | Vestmark Advisory Solutions Inc. | 11,636 | $475K | 0.0% | +2.9% | 0.319% | |
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