| 10/9/2024 | Pinnacle Bancorp Inc. | 873 | $28K | 0.0% | N/A | 0.159% | |
| 11/13/2023 | LPL Financial LLC | 378,712 | $10.45M | 0.0% | +485.7% | 58.263% | |
| 5/11/2023 | Financial Advocates Investment Management | 8,282 | $229K | 0.0% | -13.8% | 1.840% | |
| 5/10/2023 | Mach 1 Financial Group LLC | 3,302 | $91.20M | 0.6% | N/A | 0.734% | |
| 5/10/2023 | Resources Investment Advisors LLC. | 12,439 | $344K | 0.0% | -6.5% | 2.764% | |
| 5/4/2023 | FSB Premier Wealth Management Inc. | 21,870 | $604K | 0.3% | -12.4% | 4.860% | |
| 4/24/2023 | Ahrens Investment Partners LLC | 3,273 | $90K | 0.0% | N/A | 0.727% | |
| 2/8/2023 | Belpointe Asset Management LLC | 1,437 | $39K | 0.0% | N/A | 0.287% | |
| 2/7/2023 | LPL Financial LLC | 120,031 | $3.25M | 0.0% | -31.0% | 24.006% | |
| 2/7/2023 | IFP Advisors Inc | 4,393 | $96K | 0.0% | -8.1% | 0.879% | |
|
| 2/6/2023 | FSB Premier Wealth Management Inc. | 24,956 | $676K | 0.4% | -1.7% | 4.991% | |
| 2/2/2023 | Silver Oak Securities Incorporated | 34,559 | $937K | 0.2% | -2.6% | 6.912% | |
| 2/2/2023 | Resources Investment Advisors LLC. | 13,300 | $361K | 0.0% | N/A | 2.660% | |
| 11/23/2022 | FSB Premier Wealth Management Inc. | 25,399 | $612K | 0.4% | -42.4% | 3.908% | |
| 11/15/2022 | Financial Advocates Investment Management | 9,580 | $231K | 0.0% | -5.2% | 1.474% | |
| 11/8/2022 | IFP Advisors Inc | 4,779 | $105K | 0.0% | +10.3% | 0.735% | |
| 11/8/2022 | Mach 1 Financial Group LLC | 3,302 | $79K | 0.1% | N/A | 0.508% | |
| 11/4/2022 | V Wealth Advisors LLC | 18,437 | $444K | 0.1% | +109.1% | 2.836% | |
| 11/3/2022 | Global Retirement Partners LLC | 1,450 | $39K | 0.0% | +205.3% | 0.223% | |
| 10/20/2022 | Silver Oak Securities Incorporated | 35,492 | $855K | 0.2% | +3.3% | 5.460% | |
| 8/15/2022 | Atria Wealth Solutions Inc. | 13,207 | $335K | 0.0% | N/A | 2.032% | |
| 8/12/2022 | Financial Advocates Investment Management | 10,109 | $257K | 0.0% | -26.3% | 1.555% | |
| 8/1/2022 | FSB Premier Wealth Management Inc. | 44,068 | $1.12M | 0.6% | -5.1% | 6.780% | |
| 7/27/2022 | V Wealth Advisors LLC | 8,817 | $224K | 0.0% | N/A | 1.356% | |
| 7/22/2022 | Geneos Wealth Management Inc. | 1,400 | $35K | 0.0% | -26.3% | 0.215% | |
| 5/10/2022 | SILVER OAK SECURITIES Inc | 21,726 | $627K | 0.1% | N/A | 3.342% | |
| 5/2/2022 | FSB Premier Wealth Management Inc. | 46,418 | $1.32M | 0.7% | -65.9% | 8.440% | |
| 4/14/2022 | FSB Premier Wealth Management Inc. | 47,202 | $1.39M | 0.7% | -65.3% | 8.582% | |
| 2/9/2022 | We Are One Seven LLC | 10,997 | $334K | 0.0% | -4.3% | 1.571% | |
| 2/3/2022 | FSB Premier Wealth Management Inc. | 135,993 | $4.13M | 1.7% | N/A | 19.428% | |
| 1/31/2022 | SignalPoint Asset Management LLC | 83,139 | $2.52M | 0.8% | +6.6% | 11.085% | |
| 11/16/2021 | Cetera Investment Advisers | 18,359 | $528K | 0.0% | N/A | 2.448% | |
| 11/16/2021 | LPL Financial LLC | 98,804 | $2.84M | 0.0% | +50.3% | 13.174% | |
| 11/9/2021 | We Are One Seven LLC | 11,497 | $341K | 0.0% | -25.8% | 1.533% | |
| 10/28/2021 | SignalPoint Asset Management LLC | 78,003 | $2.24M | 0.7% | +32.5% | 10.400% | |
| 8/13/2021 | LPL Financial LLC | 65,733 | $1.91M | 0.0% | +10.1% | 9.390% | |
| 8/12/2021 | Strategic Blueprint LLC | 4,187 | $121K | 0.0% | N/A | 0.598% | |
| 8/11/2021 | Susquehanna International Group LLP | 32,659 | $946K | 0.0% | -4.0% | 4.666% | |
| 8/3/2021 | Financial Advocates Investment Management | 13,799 | $400K | 0.0% | -7.7% | 1.971% | |
| 8/3/2021 | SignalPoint Asset Management LLC | 58,848 | $1.71M | 0.6% | +1.4% | 8.407% | |
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| 7/31/2021 | We Are One Seven LLC | 15,487 | $449K | 0.1% | N/A | 2.212% | |
| 5/10/2021 | Financial Advocates Investment Management | 14,947 | $415K | 0.0% | -6.5% | 2.491% | |
| 5/10/2021 | Level Four Advisory Services LLC | 9,277 | $258K | 0.0% | -26.6% | 1.546% | |
| 5/3/2021 | SignalPoint Asset Management LLC | 58,020 | $1.61M | 0.6% | +19.6% | 9.670% | |
| 4/19/2021 | IFG Advisory LLC | 8,050 | $223K | 0.0% | -8.3% | 1.073% | |
| 3/26/2021 | Susquehanna International Group LLP | 25,217 | $615K | 0.0% | -51.3% | 4.203% | |
| 2/12/2021 | LPL Financial LLC | 51,210 | $1.25M | 0.0% | +7.6% | 8.535% | |
| 2/10/2021 | Level Four Advisory Services LLC | 12,642 | $308K | 0.0% | -8.3% | 2.107% | |
| 2/8/2021 | IFG Advisory LLC | 8,780 | $214K | 0.0% | N/A | 1.463% | |
| 2/2/2021 | Ahrens Investment Partners LLC | 9,794 | $239K | 0.1% | N/A | 1.632% | |
| 1/26/2021 | Strategic Blueprint LLC | 8,563 | $209K | 0.1% | N/A | 1.427% | |
| 1/26/2021 | SignalPoint Asset Management LLC | 48,512 | $1.18M | 0.4% | +46.5% | 8.085% | |
