| 11/15/2024 | MML Investors Services LLC | 20,420 | $1.32M | 0.0% | +7.0% | 0.434% | |
| 11/15/2024 | Jane Street Group LLC | 12,212 | $792K | 0.0% | -86.2% | 0.260% | |
| 11/15/2024 | Stifel Financial Corp | 15,488 | $1.00M | 0.0% | +7.7% | 0.330% | |
| 11/15/2024 | IHT Wealth Management LLC | 27,277 | $1.77M | 0.0% | -25.3% | 0.580% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 67,031 | $4.35M | 0.1% | +1.3% | 1.426% | |
| 11/15/2024 | Beck Capital Management LLC | 34,089 | $2.21M | 0.6% | +2.1% | 0.725% | |
|
| 11/15/2024 | Benjamin Edwards Inc. | 59,596 | $3.87M | 0.1% | N/A | 1.268% | |
| 11/14/2024 | Flow Traders U.S. LLC | 15,128 | $981K | 0.0% | -61.7% | 0.322% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 4,872 | $316K | 0.0% | -10.8% | 0.104% | |
| 11/13/2024 | Gentry Private Wealth LLC | 3,963 | $257K | 0.2% | N/A | 0.084% | |
| 11/12/2024 | StoneX Group Inc. | 141,786 | $9.19M | 0.8% | +12.7% | 3.017% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 160,414 | $10.40M | 0.3% | +1.5% | 3.413% | |
| 11/8/2024 | Moors & Cabot Inc. | 10,828 | $702K | 0.0% | +28.4% | 0.230% | |
| 11/6/2024 | Archer Investment Corp | 117,098 | $7.59M | 2.0% | +25.3% | 2.491% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 14,190 | $920K | 0.0% | N/A | 0.302% | |
| 11/4/2024 | Cottonwood Capital Advisors LLC | 16,523 | $1.07M | 0.8% | +14.8% | 0.352% | |
| 11/2/2024 | Mach 1 Financial Group LLC | 56,469 | $3.66M | 2.2% | +7.2% | 1.201% | |
| 11/1/2024 | Crumly & Associates Inc. | 148,788 | $9.65M | 2.7% | +6.9% | 3.166% | |
| 10/24/2024 | Marmo Financial Group LLC | 186,015 | $12.06M | 6.4% | +77.7% | 3.958% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 3,163 | $205K | 0.0% | N/A | 0.067% | |
| 10/23/2024 | Merkkuri Wealth Advisors LLC | 31,386 | $2.04M | 1.7% | +8.7% | 0.668% | |
| 10/23/2024 | Ergawealth Advisors Inc. | 9,437 | $612K | 0.3% | N/A | 0.201% | |
| 10/21/2024 | Trilogy Capital Inc. | 6,197 | $402K | 0.0% | +10.4% | 0.132% | |
| 10/19/2024 | CNB Bank | 650 | $42K | 0.0% | N/A | 0.014% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 5,048 | $327K | 0.0% | +5.7% | 0.110% | |
| 10/15/2024 | NBC Securities Inc. | 3,790 | $245K | 0.0% | +36.6% | 0.082% | |
| 10/9/2024 | Clarus Wealth Advisors | 6,097 | $378K | 0.2% | -6.4% | 0.133% | |
| 10/3/2024 | Private Client Services LLC | 17,152 | $1.11M | 0.6% | +14.1% | 0.381% | |
| 8/16/2024 | Regal Investment Advisors LLC | 114,346 | $6.89M | 0.4% | +4.1% | 2.755% | |
| 8/14/2024 | Beck Capital Management LLC | 33,395 | $2.01M | 0.6% | N/A | 0.805% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 39,875 | $2.40M | 0.0% | -0.4% | 0.961% | |
| 8/12/2024 | Purus Wealth Management LLC | 34,011 | $2.05M | 0.9% | +0.8% | 0.820% | |
| 8/9/2024 | Moors & Cabot Inc. | 8,430 | $508K | 0.0% | N/A | 0.203% | |
| 8/3/2024 | Crumly & Associates Inc. | 139,160 | $8.39M | 2.4% | -1.8% | 3.353% | |
| 8/2/2024 | Archer Investment Corp | 93,488 | $5.64M | 1.6% | +5.4% | 2.253% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 17,543 | $1.06M | 0.0% | +27.1% | 0.423% | |
| 7/30/2024 | Pine Valley Investments Ltd Liability Co | 6,670 | $402K | 0.0% | N/A | 0.161% | |
| 7/30/2024 | International Assets Investment Management LLC | 2,245 | $135K | 0.0% | N/A | 0.054% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 21,098 | $1.27M | 0.0% | -5.9% | 0.508% | |
| 7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 42,000 | $2.54M | 0.0% | +50.0% | 1.012% | |
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| 7/29/2024 | Private Client Services LLC | 15,038 | $906K | 0.6% | -11.8% | 0.362% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 46,631 | $2.81M | 0.0% | +14.5% | 1.124% | |
| 7/23/2024 | Marmo Financial Group LLC | 104,664 | $6.31M | 3.8% | +20.8% | 2.522% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 190,689 | $11.50M | 0.0% | -12.0% | 4.595% | |
| 7/20/2024 | Milestone Asset Management LLC | 7,467 | $450K | 0.1% | N/A | 0.180% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 7,841 | $473K | 0.0% | -18.4% | 0.194% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 157,967 | $9.52M | 0.3% | +2.0% | 3.900% | |
| 7/11/2024 | Clarus Wealth Advisors | 6,517 | $399K | 0.2% | +3.1% | 0.161% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 8,474 | $483K | 0.0% | N/A | 0.229% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 9,613 | $548K | 0.0% | +5.5% | 0.260% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 5,275 | $300K | 0.0% | +3,416.7% | 0.151% | |
| 5/4/2024 | Csenge Advisory Group | 25,127 | $1.43M | 0.1% | N/A | 0.718% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 13,807 | $786K | 0.0% | +10.2% | 0.394% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 40,047 | $2.28M | 0.0% | -3.8% | 1.144% | |
| 4/26/2024 | Cottonwood Capital Advisors LLC | 14,338 | $804K | 0.6% | -1.3% | 0.410% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 40,738 | $2.32M | 0.0% | +4.0% | 1.164% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 216,695 | $12.34M | 0.0% | +674.1% | 6.191% | |
| 4/22/2024 | Marmo Financial Group LLC | 86,670 | $4.94M | 3.0% | N/A | 2.476% | |
| 4/17/2024 | Trilogy Capital Inc. | 5,551 | $316K | 0.0% | N/A | 0.163% | |
| 4/12/2024 | Purus Wealth Management LLC | 33,745 | $1.92M | 0.9% | +21.2% | 1.007% | |
| 4/11/2024 | Clarus Wealth Advisors | 6,321 | $361K | 0.2% | -15.6% | 0.189% | |
| 2/13/2024 | First Trust Advisors LP | 783,782 | $42.37M | 0.0% | -19.4% | 31.351% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 39,183 | $2.12M | 0.0% | +18.2% | 1.567% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 9,109 | $492K | 0.0% | +36.2% | 0.364% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 41,624 | $2.25M | 0.0% | -13.0% | 1.665% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 9,070 | $490K | 0.0% | +28.9% | 0.378% | |
| 1/31/2024 | Archer Investment Corp | 77,809 | $4.21M | 1.4% | +6.5% | 3.242% | |
| 1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 12,800 | $699K | 0.0% | -15.8% | 0.533% | |
| 1/30/2024 | Private Client Services LLC | 5,290 | $286K | 0.2% | N/A | 0.220% | |
| 1/29/2024 | Crumly & Associates Inc. | 141,956 | $7.67M | 2.2% | -24.8% | 5.915% | |
| 1/25/2024 | International Assets Investment Management LLC | 49,195 | $2.66M | 0.0% | N/A | 2.050% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 49,392 | $2.67M | 0.0% | N/A | 2.058% | |
| 1/24/2024 | International Assets Investment Management LLC | 49,195 | $2.66M | 0.0% | N/A | 2.050% | |
| 1/24/2024 | Private Trust Co. NA | 3,854 | $208K | 0.0% | N/A | 0.161% | |
| 1/22/2024 | Clarus Wealth Advisors | 7,491 | $403K | 0.2% | N/A | 0.319% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 27,993 | $1.51M | 0.0% | N/A | 1.191% | |
| 1/16/2024 | Raymond James & Associates | 18,909 | $1.02M | 0.0% | -29.0% | 0.805% | |
| 1/9/2024 | Purus Wealth Management LLC | 27,839 | $1.51M | 0.9% | -2.2% | 1.237% | |
| 11/14/2023 | Synovus Financial Corp | 4,587 | $223K | 0.0% | N/A | 0.195% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 6,688 | $325K | 0.0% | N/A | 0.285% | |
| 11/13/2023 | Kestra Advisory Services LLC | 140,453 | $6.83M | 0.1% | N/A | 5.977% | |
| 11/8/2023 | Archer Investment Corp | 73,066 | $3.55M | 1.2% | +41.5% | 3.109% | |
| 11/6/2023 | Cottonwood Capital Advisors LLC | 14,774 | $719K | 0.7% | -1.6% | 0.629% | |
| 11/4/2023 | NBC Securities Inc. | 1,972 | $95K | 0.0% | N/A | 0.084% | |
| 11/2/2023 | Crumly & Associates Inc. | 188,746 | $9.18M | 3.6% | +0.4% | 8.032% | |
| 10/25/2023 | Migdal Insurance & Financial Holdings Ltd. | 15,200 | $738K | 0.0% | +72.7% | 0.647% | |
| 10/24/2023 | Raymond James & Associates | 26,637 | $1.30M | 0.0% | +2.3% | 1.133% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 33,162 | $1.61M | 0.0% | +142.2% | 1.411% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 11,103 | $540K | 0.0% | +5.3% | 0.472% | |
| 10/5/2023 | Foundations Investment Advisors LLC | 5,434 | $264K | 0.0% | N/A | 0.259% | |
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| 8/8/2023 | Archer Investment Corp | 51,641 | $2.47M | 0.9% | +11.1% | 2.066% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 7,218 | $345K | 0.0% | +8.3% | 0.289% | |
| 8/2/2023 | Bank of Montreal Can | 1,395 | $67K | 0.0% | N/A | 0.056% | |
| 7/31/2023 | LPL Financial LLC | 29,356 | $1.40M | 0.0% | +0.8% | 1.174% | |
| 7/25/2023 | Raymond James & Associates | 26,045 | $1.25M | 0.0% | -6.2% | 1.042% | |
| 7/24/2023 | Migdal Insurance & Financial Holdings Ltd. | 8,800 | $417K | 0.0% | +10.0% | 0.352% | |
| 7/21/2023 | Purus Wealth Management LLC | 28,544 | $1.37M | 0.9% | N/A | 1.142% | |
| 7/21/2023 | Crumly & Associates Inc. | 188,032 | $8.99M | 3.6% | +275.3% | 7.521% | |
| 7/18/2023 | Chesley Taft & Associates LLC | 5,800 | $277K | 0.0% | N/A | 0.232% | |
| 7/10/2023 | Clarus Wealth Advisors | 7,730 | $368K | 0.2% | -4.5% | 0.322% | |
