| 11/15/2024 | Jane Street Group LLC | 50,698 | $1.27M | 0.0% | -9.2% | 0.120% | |
| 11/15/2024 | Stifel Financial Corp | 484,493 | $12.15M | 0.0% | -3.9% | 1.144% | |
| 11/15/2024 | Resurgent Financial Advisors LLC | 21,192 | $532K | 0.3% | +2.6% | 0.050% | |
| 11/15/2024 | IHT Wealth Management LLC | 76,117 | $1.91M | 0.1% | +63.7% | 0.180% | |
| 11/15/2024 | HighTower Advisors LLC | 580,746 | $14.58M | 0.0% | +12.4% | 1.371% | |
| 11/15/2024 | Benjamin Edwards Inc. | 65,344 | $1.64M | 0.0% | N/A | 0.154% | |
|
| 11/14/2024 | Arete Wealth Advisors LLC | 79,279 | $1.99M | 0.2% | -4.6% | 0.187% | |
| 11/14/2024 | Captrust Financial Advisors | 62,549 | $1.57M | 0.0% | -0.8% | 0.148% | |
| 11/13/2024 | Private Trust Co. NA | 8,100 | $203K | 0.0% | -5.8% | 0.019% | |
| 11/12/2024 | Concorde Asset Management LLC | 8,064 | $202K | 0.1% | N/A | 0.019% | |
| 11/8/2024 | Advisors Asset Management Inc. | 19,099 | $479K | 0.0% | +57.2% | 0.045% | |
| 11/6/2024 | Vectors Research Management LLC | 606,605 | $15.22M | 4.6% | -1.8% | 1.432% | |
| 11/6/2024 | Kovack Advisors Inc. | 155,960 | $3.91M | 0.4% | +1.3% | 0.368% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 30,000 | $753K | 0.0% | +15.4% | 0.071% | |
| 11/4/2024 | Laffer Tengler Investments Inc. | 55,873 | $1.40M | 0.3% | -19.5% | 0.132% | |
| 11/4/2024 | Sigma Planning Corp | 23,863 | $599K | 0.0% | -52.7% | 0.056% | |
| 11/1/2024 | Assetmark Inc. | 252,745 | $6.34M | 0.0% | -1.5% | 0.602% | |
| 10/31/2024 | Trademark Financial Management LLC | 21,745 | $545K | 0.4% | +3.8% | 0.052% | |
| 10/30/2024 | Milestone Investment Advisors LLC | 123,988 | $3.11M | 0.9% | -5.0% | 0.295% | |
| 10/29/2024 | James Investment Research Inc. | 216,264 | $5.43M | 0.6% | -3.6% | 0.515% | |
| 10/29/2024 | Farther Finance Advisors LLC | 14,948 | $375K | 0.0% | N/A | 0.036% | |
| 10/28/2024 | Meitav Investment House Ltd. | 49,396 | $1.24M | 0.0% | -7.3% | 0.118% | |
| 10/28/2024 | Goldstone Financial Group LLC | 399,262 | $10.02M | 1.7% | N/A | 0.951% | |
| 10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 26,062 | $654K | 0.1% | -54.5% | 0.062% | |
| 10/24/2024 | Lunt Capital Management Inc. | 437,396 | $10.97M | 5.1% | +2.9% | 1.035% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 40,731 | $1.02M | 0.0% | +6.1% | 0.096% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 141,365 | $3.55M | 0.4% | +4.1% | 0.335% | |
| 10/23/2024 | Mainstay Capital Management LLC ADV | 109,129 | $2.74M | 0.5% | -32.7% | 0.258% | |
| 10/23/2024 | Fiduciary Planning LLC | 1,027,787 | $25.78M | 8.7% | +2.8% | 2.433% | |
| 10/23/2024 | Cherry Creek Investment Advisors Inc. | 562,614 | $14.11M | 7.3% | +1.9% | 1.332% | |
| 10/22/2024 | Courier Capital LLC | 602,875 | $15.12M | 1.0% | -3.8% | 1.427% | |
| 10/22/2024 | Private Advisor Group LLC | 162,265 | $4.07M | 0.0% | -48.5% | 0.384% | |
| 10/21/2024 | Calton & Associates Inc. | 46,350 | $1.16M | 0.4% | +289.0% | 0.110% | |
| 10/18/2024 | Raymond James & Associates | 160,470 | $4.03M | 0.0% | +90.2% | 0.380% | |
| 10/18/2024 | KMG Fiduciary Partners LLC | 133,853 | $3.36M | 0.3% | -1.9% | 0.317% | |
| 10/17/2024 | Inspire Advisors LLC | 16,494 | $414K | 0.1% | +44.3% | 0.039% | |
| 10/16/2024 | Global Retirement Partners LLC | 17,262 | $433K | 0.0% | -35.5% | 0.041% | |
| 10/15/2024 | NBC Securities Inc. | 5,181 | $129K | 0.0% | +34.7% | 0.012% | |
| 10/11/2024 | Fiduciary Alliance LLC | 99,883 | $2.51M | 0.3% | +12.3% | 0.236% | |
| 10/11/2024 | Wagner Wealth Management LLC | 164,289 | $4.12M | 1.1% | +13.2% | 0.389% | |
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| 10/11/2024 | Sunflower Bank N.A. | 515,241 | $12.93M | 3.5% | +0.3% | 1.220% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 144,561 | $3.63M | 0.2% | -1.6% | 0.342% | |
| 10/10/2024 | Simplicity Wealth LLC | 38,897 | $976K | 0.1% | N/A | 0.092% | |
| 10/9/2024 | TAP Consulting LLC | 43,522 | $1.09M | 0.2% | +7.7% | 0.103% | |
| 10/9/2024 | Beaumont Financial Advisors LLC | 346,593 | $8.69M | 0.7% | -1.5% | 0.820% | |
| 10/9/2024 | Cerro Pacific Wealth Advisors LLC | 134,579 | $3.38M | 1.3% | +4.4% | 0.319% | |
| 10/8/2024 | CWM LLC | 9,830 | $247K | 0.0% | -22.3% | 0.023% | |
| 8/22/2024 | Cetera Investment Advisers | 264,138 | $6.64M | 0.0% | +13.8% | 0.619% | |
| 8/16/2024 | Regal Investment Advisors LLC | 98,466 | $2.48M | 0.2% | +6.0% | 0.231% | |
| 8/14/2024 | Holderness Investments Co. | 55,836 | $1.40M | 0.3% | +1.7% | 0.131% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 92,058 | $2.31M | 0.0% | -16.6% | 0.216% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 13,092 | $329K | 0.0% | -5.7% | 0.031% | |
| 8/9/2024 | Total Clarity Wealth Management Inc. | 483,064 | $12.14M | 4.2% | +102.2% | 1.133% | |
| 8/9/2024 | Pine Harbor Wealth Management LLC | 76,935 | $1.93M | 1.1% | -8.5% | 0.180% | |
| 8/9/2024 | ICA Group Wealth Management LLC | 85,424 | $2.15M | 1.3% | +651.0% | 0.200% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 38,395 | $965K | 0.0% | +15.1% | 0.090% | |
| 8/8/2024 | Inspire Advisors LLC | 11,431 | $287K | 0.0% | N/A | 0.027% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 516,623 | $12.99M | 0.0% | +31.5% | 1.211% | |
| 8/8/2024 | Prevail Innovative Wealth Advisors LLC | 8,145 | $205K | 0.1% | -4.8% | 0.019% | |
| 8/8/2024 | LPL Financial LLC | 2,698,211 | $67.83M | 0.0% | +22.5% | 6.326% | |
| 8/7/2024 | Fiduciary Planning LLC | 999,318 | $25.12M | 9.0% | +5.2% | 2.343% | |
| 8/6/2024 | TAP Consulting LLC | 40,417 | $1.02M | 0.2% | -1.1% | 0.095% | |
| 8/5/2024 | Private Advisor Group LLC | 314,859 | $7.92M | 0.1% | -1.2% | 0.738% | |
| 8/2/2024 | Aveo Capital Partners LLC | 21,329 | $536K | 0.1% | +48.7% | 0.050% | |
| 8/2/2024 | Founders Financial Securities LLC | 129,026 | $3.24M | 0.3% | +24.1% | 0.304% | |
| 8/1/2024 | Laidlaw Wealth Management LLC | 9,256 | $233K | 0.1% | -22.8% | 0.022% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 44,504 | $1.12M | 0.0% | -29.6% | 0.105% | |
| 7/31/2024 | Trademark Financial Management LLC | 20,959 | $527K | 0.4% | +25.0% | 0.049% | |
| 7/30/2024 | Heritage Family Offices LLP | 36,829 | $926K | 0.5% | N/A | 0.087% | |
| 7/29/2024 | TrueMark Investments LLC | 27,641 | $695K | 0.2% | N/A | 0.065% | |
| 7/29/2024 | Arkadios Wealth Advisors | 24,977 | $628K | 0.0% | +4.8% | 0.059% | |
| 7/26/2024 | Bank of New York Mellon Corp | 269,982 | $6.79M | 0.0% | +35.0% | 0.635% | |
| 7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 57,282 | $1.44M | 0.2% | +322.2% | 0.135% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 146,904 | $3.69M | 0.2% | +53.3% | 0.346% | |
| 7/23/2024 | Courier Capital LLC | 626,619 | $15.75M | 1.3% | -7.5% | 1.474% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 279,731 | $7.03M | 0.1% | +1.2% | 0.658% | |
| 7/19/2024 | Raymond James & Associates | 84,384 | $2.12M | 0.0% | -4.2% | 0.199% | |
| 7/19/2024 | Calton & Associates Inc. | 11,914 | $300K | 0.1% | +47.7% | 0.028% | |
| 7/10/2024 | Fiduciary Alliance LLC | 88,960 | $2.24M | 0.4% | +7.7% | 0.211% | |
| 7/10/2024 | Sunflower Bank N.A. | 513,902 | $12.92M | 3.0% | -3.0% | 1.219% | |
| 5/24/2024 | Cetera Advisors LLC | 90,449 | $2.27M | 0.0% | N/A | 0.254% | |
| 5/24/2024 | Cetera Investment Advisers | 232,168 | $5.83M | 0.0% | +220.0% | 0.653% | |
| 5/17/2024 | Comerica Bank | 1,395 | $35K | 0.0% | -70.6% | 0.004% | |
| 5/17/2024 | Pineridge Advisors LLC | 4,438 | $111K | 0.0% | -67.9% | 0.012% | |
| 5/14/2024 | Advisors Asset Management Inc. | 6,461 | $162K | 0.0% | +168.3% | 0.018% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 21,045 | $528K | 0.3% | +51.7% | 0.059% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 298,615 | $7.49M | 0.6% | -11.9% | 0.840% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,343,081 | $33.70M | 0.1% | -12.3% | 3.778% | |
| 5/10/2024 | Prevail Innovative Wealth Advisors LLC | 8,555 | $215K | 0.1% | N/A | 0.024% | |
| 5/8/2024 | Trademark Financial Management LLC | 16,764 | $421K | 0.3% | -6.7% | 0.047% | |
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| 5/7/2024 | Oppenheimer & Co. Inc. | 19,000 | $477K | 0.0% | +11.8% | 0.053% | |
| 5/3/2024 | Whittier Trust Co. | 29,913 | $751K | 0.0% | -7.0% | 0.085% | |
| 5/2/2024 | Mendel Money Management | 17,420 | $437K | 0.2% | -192.1% | 0.049% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 106,895 | $2.68M | 0.0% | N/A | 0.302% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 95,858 | $2.41M | 0.2% | +7.0% | 0.271% | |
| 4/30/2024 | Private Advisor Group LLC | 318,569 | $7.99M | 0.1% | -20.4% | 0.901% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 33,355 | $837K | 0.0% | +25.3% | 0.094% | |
| 4/30/2024 | Hartline Investment Corp | 13,567 | $340K | 0.1% | N/A | 0.038% | |
| 4/30/2024 | Mainstay Capital Management LLC ADV | 965,633 | $24.23M | 4.6% | +0.1% | 2.732% | |
| 4/30/2024 | Arkadios Wealth Advisors | 23,822 | $598K | 0.0% | +6.0% | 0.067% | |
