| 2/25/2025 | Integrated Advisors Network LLC | 4,258 | $216K | 0.0% | -22.2% | 0.090% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 388,560 | $19.75M | 0.4% | +6.8% | 8.180% | |
| 2/17/2025 | Cetera Investment Advisers | 17,567 | $893K | 0.0% | +2.8% | 0.370% | |
| 2/17/2025 | Bank of America Corp DE | 94,726 | $4.82M | 0.0% | -11.9% | 1.994% | |
| 2/14/2025 | Jane Street Group LLC | 26,632 | $1.35M | 0.0% | +9.6% | 0.561% | |
| 2/14/2025 | Two Sigma Securities LLC | 10,241 | $521K | 0.1% | N/A | 0.216% | |
| 2/14/2025 | Stifel Financial Corp | 8,867 | $451K | 0.0% | -2.9% | 0.187% | |
| 2/13/2025 | Keystone Financial Group | 21,182 | $1.08M | 0.1% | N/A | 0.446% | |
| 2/13/2025 | Raymond James Financial Inc. | 41,072 | $2.09M | 0.0% | N/A | 0.865% | |
| 2/13/2025 | Advisory Services Network LLC | 6,091 | $310K | 0.0% | -44.7% | 0.128% | |
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| 2/13/2025 | Wells Fargo & Company MN | 28,869 | $1.47M | 0.0% | -5.3% | 0.608% | |
| 2/11/2025 | LPL Financial LLC | 271,359 | $13.79M | 0.0% | +2.5% | 5.713% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 73,592 | $3.74M | 0.0% | -15.0% | 1.549% | |
| 2/7/2025 | Investors Research Corp | 230,028 | $11.69M | 2.6% | +5.9% | 4.843% | |
| 2/6/2025 | Raymond James Financial Inc. | 41,072 | $2.09M | 0.0% | N/A | 0.838% | |
| 2/3/2025 | Pinnacle Financial Partners Inc | 464,910 | $23.63M | 0.5% | +2.3% | 9.488% | |
| 1/31/2025 | DDD Partners LLC | 186,195 | $9.46M | 1.2% | +100.7% | 3.800% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 85,959 | $4.37M | 0.2% | +1.5% | 1.754% | |
| 1/29/2025 | Focus Financial Network Inc. | 4,331 | $220K | 0.0% | -9.2% | 0.088% | |
| 1/27/2025 | Money Concepts Capital Corp | 54,460 | $2.77M | 0.2% | -0.7% | 1.111% | |
| 11/15/2024 | Jane Street Group LLC | 24,291 | $1.29M | 0.0% | -5.8% | 0.491% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 363,836 | $19.33M | 0.5% | +7.7% | 7.350% | |
| 11/12/2024 | Investors Research Corp | 217,225 | $11.54M | 2.5% | +8.0% | 4.388% | |
| 11/6/2024 | Pinnacle Financial Partners Inc | 454,273 | $24.14M | 0.5% | +4.3% | 9.177% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 84,719 | $4.50M | 0.2% | +1.5% | 1.694% | |
| 10/25/2024 | Integrated Advisors Network LLC | 5,472 | $291K | 0.0% | +28.2% | 0.109% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 4,060 | $216K | 0.0% | N/A | 0.081% | |
| 10/3/2024 | Apella Capital LLC | 16,336 | $866K | 0.0% | -1.4% | 0.327% | |
| 8/16/2024 | Sunbelt Securities Inc. | 725 | $35K | 0.0% | -36.1% | 0.015% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 118,768 | $5.74M | 0.0% | +98.0% | 2.375% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 5,992 | $289K | 0.0% | -17.2% | 0.120% | |
| 8/8/2024 | Scarborough Advisors LLC | 2,023 | $98K | 0.0% | -23.1% | 0.040% | |
| 8/1/2024 | DDD Partners LLC | 87,924 | $4.25M | 0.5% | +3.2% | 1.758% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 89,390 | $4.32M | 0.0% | -4.7% | 1.788% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 42,363 | $2.05M | 0.0% | +104.9% | 0.847% | |
| 7/19/2024 | Western Wealth Management LLC | 5,414 | $262K | 0.0% | -20.2% | 0.108% | |
| 7/19/2024 | Raymond James & Associates | 40,696 | $1.97M | 0.0% | -7.8% | 0.814% | |
| 7/16/2024 | GPS Wealth Strategies Group LLC | 548 | $26K | 0.0% | N/A | 0.011% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 337,735 | $16.32M | 0.5% | +5.8% | 6.755% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 7,238 | $364K | 0.0% | +6.8% | 0.112% | |
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| 4/29/2024 | Commonwealth Equity Services LLC | 93,763 | $4.72M | 0.0% | -16.9% | 1.894% | |
| 4/23/2024 | Fifth Third Bancorp | 503 | $25K | 0.0% | -42.0% | 0.010% | |
| 4/23/2024 | KLR Investment Advisors LLC | 15,660 | $754K | 0.5% | N/A | 0.316% | |
| 4/15/2024 | Sunbelt Securities Inc. | 1,135 | $57K | 0.0% | -40.7% | 0.023% | |
| 4/10/2024 | Apella Capital LLC | 16,611 | $824K | 0.0% | -15.1% | 0.326% | |
| 3/28/2024 | Newbridge Financial Services Group Inc. | 2,070 | $98K | 0.0% | -22.1% | 0.038% | |
| 2/29/2024 | Scarborough Advisors LLC | 2,621 | $125K | 0.0% | N/A | 0.048% | |
| 2/22/2024 | Scarborough Advisors LLC | 4,104 | $195K | 0.0% | N/A | 0.075% | |
| 2/9/2024 | Advisory Services Network LLC | 11,795 | $561K | 0.0% | -7.8% | 0.214% | |
| 2/9/2024 | Keystone Financial Group | 28,602 | $1.36M | 0.2% | -2.2% | 0.520% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 78,214 | $3.72M | 0.2% | +1.0% | 1.422% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 291,750 | $13.88M | 0.5% | +15.4% | 5.305% | |
| 1/31/2024 | Western Wealth Management LLC | 11,585 | $551K | 0.0% | -12.9% | 0.207% | |
| 1/30/2024 | Investors Research Corp | 183,645 | $8.74M | 2.1% | +3.8% | 3.279% | |
| 1/25/2024 | International Assets Investment Management LLC | 11,895 | $566K | 0.0% | N/A | 0.212% | |
| 1/24/2024 | International Assets Investment Management LLC | 11,895 | $566K | 0.0% | N/A | 0.212% | |
| 1/22/2024 | Landmark Wealth Management LLC | 6,737 | $321K | 0.2% | +4.0% | 0.120% | |
| 1/22/2024 | Pinnacle Financial Partners Inc | 354,728 | $16.88M | 0.4% | +6.5% | 6.334% | |
| 1/18/2024 | DDD Partners LLC | 77,841 | $3.70M | 0.5% | +35.8% | 1.403% | |
| 1/16/2024 | Raymond James & Associates | 130,335 | $6.20M | 0.0% | -5.1% | 2.348% | |
| 1/5/2024 | Apella Capital LLC | 19,571 | $917K | 0.1% | -6.8% | 0.353% | |
| 12/11/2023 | Sunbelt Securities Inc. | 2,410 | $105K | 0.0% | -37.5% | 0.043% | |
| 11/13/2023 | Stifel Financial Corp | 85,244 | $3.70M | 0.0% | +1.8% | 1.536% | |
| 11/13/2023 | LPL Financial LLC | 312,999 | $13.59M | 0.0% | +8.9% | 5.640% | |
| 11/13/2023 | Bison Wealth LLC | 8,001 | $347K | 0.1% | -11.0% | 0.144% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 28,212 | $1.23M | 0.0% | +13.4% | 0.508% | |
| 11/8/2023 | Western Wealth Management LLC | 13,300 | $577K | 0.0% | -81.3% | 0.240% | |
| 11/7/2023 | Great Valley Advisor Group Inc. | 252,799 | $10.97M | 0.5% | +10.8% | 4.555% | |
| 11/6/2023 | Keystone Financial Group | 29,240 | $1.27M | 0.2% | -10.4% | 0.527% | |
| 11/4/2023 | Pinnacle Financial Partners Inc | 332,940 | $14.45M | 0.4% | -1.0% | 5.999% | |
| 11/1/2023 | Investors Research Corp | 176,901 | $7.68M | 2.0% | +3.4% | 3.187% | |
| 10/31/2023 | Allworth Financial LP | 8,217 | $357K | 0.0% | N/A | 0.148% | |
| 10/24/2023 | Raymond James & Associates | 137,386 | $5.96M | 0.0% | -3.1% | 2.475% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 44,119 | $1.92M | 0.0% | -1.9% | 0.795% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 117,026 | $5.08M | 0.0% | -4.2% | 2.109% | |
| 10/18/2023 | DDD Partners LLC | 57,330 | $2.45M | 0.3% | +2.9% | 1.033% | |
| 10/13/2023 | Landmark Wealth Management LLC | 6,478 | $281K | 0.2% | +7.8% | 0.117% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 725 | $31K | 0.0% | -35.6% | 0.013% | |
| 8/30/2023 | Western Wealth Management LLC | 71,097 | $3.29M | 0.3% | +5.6% | 1.293% | |
| 8/14/2023 | Bison Wealth LLC | 8,985 | $416K | 0.1% | N/A | 0.163% | |
| 8/14/2023 | Investors Research Corp | 171,030 | $7.91M | 2.0% | +4.1% | 3.110% | |
| 8/10/2023 | Osaic Holdings Inc. | 111,753 | $5.13M | 0.0% | +2.6% | 2.032% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 122,154 | $5.65M | 0.0% | +2.7% | 2.221% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 9,017 | $417K | 0.0% | +18.9% | 0.164% | |
| 8/7/2023 | Keystone Financial Group | 32,633 | $1.51M | 0.3% | N/A | 0.593% | |
| 8/7/2023 | Pinnacle Financial Partners Inc | 336,319 | $15.56M | 0.4% | +6.6% | 6.115% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 24,878 | $1.15M | 0.0% | +34.2% | 0.452% | |
| 8/2/2023 | DDD Partners LLC | 55,713 | $2.58M | 0.4% | N/A | 1.013% | |
| 8/1/2023 | Money Concepts Capital Corp | 59,086 | $2.73M | 0.3% | -66.0% | 1.074% | |
| 7/31/2023 | LPL Financial LLC | 287,473 | $13.30M | 0.0% | -3.6% | 5.227% | |
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| 7/28/2023 | Private Trust Co. NA | 1,717 | $79K | 0.0% | +16.8% | 0.031% | |
| 7/26/2023 | Fifth Third Bancorp | 775 | $36K | 0.0% | -53.4% | 0.014% | |
| 7/25/2023 | Raymond James & Associates | 141,719 | $6.56M | 0.0% | -40.1% | 2.577% | |
| 7/14/2023 | Cornerstone Wealth Management LLC | 4,461 | $206K | 0.0% | N/A | 0.082% | |
| 7/13/2023 | Zimmermann Investment Management & Planning LLC | 79,309 | $3.67M | 1.7% | -18.3% | 1.455% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 44,982 | $2.08M | 0.0% | -19.0% | 0.825% | |
| 7/6/2023 | Apella Capital LLC | 20,961 | $970K | 0.1% | N/A | 0.385% | |
| 6/14/2023 | Atria Wealth Solutions Inc. | 18,539 | $839K | 0.0% | N/A | 0.353% | |
| 5/15/2023 | Gladstone Institutional Advisory LLC | 70,966 | $3.21M | 0.2% | -0.3% | 1.352% | |
| 5/12/2023 | Masso Torrence Wealth Management Inc. | 6,349 | $287K | 0.2% | -10.9% | 0.121% | |
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