| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 11,085 | $1.46M | 0.0% | +1.7% | 0.546% | |
| 2/20/2025 | Michels Family Financial LLC | 3,625 | $479K | 0.4% | N/A | 0.229% | |
| 2/19/2025 | ARQ Wealth Advisors LLC | 6,045 | $798K | 0.3% | +9.7% | 0.383% | |
| 2/18/2025 | Vise Technologies Inc. | 4,222 | $557K | 0.0% | N/A | 0.267% | |
| 2/17/2025 | Gotham Asset Management LLC | 10,543 | $1.39M | 0.0% | +137.9% | 0.667% | |
| 2/17/2025 | Bank of America Corp DE | 19,755 | $2.61M | 0.0% | -2.8% | 1.250% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,828 | $241K | 0.0% | +5.3% | 0.116% | |
| 2/17/2025 | Asset Management Group Inc. | 12,487 | $1.65M | 0.3% | +0.8% | 0.790% | |
| 2/14/2025 | Jane Street Group LLC | 16,424 | $2.17M | 0.0% | N/A | 1.039% | |
| 2/14/2025 | Comerica Bank | 799 | $105K | 0.0% | -35.1% | 0.051% | |
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| 2/13/2025 | Main Street Financial Solutions LLC | 36,415 | $4.81M | 0.5% | +6.8% | 2.305% | |
| 2/13/2025 | Raymond James Financial Inc. | 9,111 | $1.20M | 0.0% | N/A | 0.577% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 7,548 | $997K | 0.0% | -72.1% | 0.478% | |
| 2/13/2025 | Wells Fargo & Company MN | 14,516 | $1.92M | 0.0% | +2.7% | 0.919% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 2,817 | $371K | 0.0% | +5.1% | 0.178% | |
| 2/12/2025 | Meridian Investment Counsel Inc. | 10,724 | $1.42M | 0.4% | -1.6% | 0.679% | |
| 2/11/2025 | Modern Wealth Management LLC | 4,456 | $625K | 0.0% | N/A | 0.282% | |
| 2/11/2025 | LPL Financial LLC | 142,410 | $18.80M | 0.0% | +29.0% | 9.013% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 3,010 | $397K | 0.0% | -29.7% | 0.191% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 4,389 | $580K | 0.0% | +26.2% | 0.278% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 6,635 | $876K | 0.0% | +37.2% | 0.420% | |
| 2/6/2025 | Raymond James Financial Inc. | 9,111 | $1.20M | 0.0% | N/A | 0.577% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,768 | $497K | 0.0% | +88.9% | 0.238% | |
| 2/5/2025 | Private Trust Co. NA | 1,439 | $190K | 0.0% | +9.8% | 0.091% | |
| 2/4/2025 | Members Advisory Group LLC | 71,368 | $9.44M | 3.9% | +255.8% | 4.517% | |
| 2/3/2025 | Sigma Planning Corp | 2,216 | $293K | 0.0% | N/A | 0.140% | |
| 2/3/2025 | Fagan Associates Inc. | 39,448 | $5.21M | 0.8% | -0.3% | 2.497% | |
| 1/31/2025 | Systelligence LLC | 75,038 | $9.91M | 2.4% | +5.1% | 4.749% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 12,872 | $1.70M | 0.1% | -20.6% | 0.815% | |
| 1/28/2025 | Advisors Preferred LLC | 2,108 | $278K | 0.0% | N/A | 0.133% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 13,595 | $1.80M | 0.2% | -19.1% | 0.860% | |
| 1/27/2025 | Bleakley Financial Group LLC | 35,635 | $4.71M | 0.1% | N/A | 2.255% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 12,569 | $1.66M | 0.0% | -6.8% | 0.796% | |
| 1/24/2025 | Baltimore Washington Financial Advisors Inc. | 66,381 | $8.76M | 0.5% | +3.5% | 4.201% | |
| 1/13/2025 | CHB Investment Group LLC | 12,508 | $1.65M | 0.9% | -12.9% | 0.792% | |
| 1/13/2025 | AdvisorNet Financial Inc | 19,953 | $2.63M | 0.2% | +1.3% | 1.263% | |
| 11/25/2024 | Synovus Financial Corp | 2,786 | $384K | 0.0% | N/A | 0.176% | |
| 11/13/2024 | FMR LLC | 299 | $41K | 0.0% | -60.7% | 0.019% | |
| 11/12/2024 | Baltimore Washington Financial Advisors Inc. | 64,144 | $8.84M | 0.5% | +3.7% | 4.060% | |
| 11/12/2024 | Nwam LLC | 14,959 | $2.06M | 0.1% | N/A | 0.947% | |
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| 11/7/2024 | Thrivent Financial for Lutherans | 4,283 | $590K | 0.0% | -6.6% | 0.271% | |
| 11/6/2024 | Meridian Investment Counsel Inc. | 10,898 | $1.50M | 0.5% | -1.6% | 0.690% | |
| 11/6/2024 | Main Street Financial Solutions LLC | 34,105 | $4.70M | 0.4% | +14.1% | 2.159% | |
| 11/5/2024 | Systelligence LLC | 71,399 | $9.84M | 2.4% | -3.6% | 4.519% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 16,219 | $2.24M | 0.2% | +44.9% | 1.027% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 10,904 | $1.50M | 0.0% | -17.9% | 0.690% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 16,809 | $2.33M | 0.2% | +62.1% | 1.064% | |
| 10/17/2024 | CHB Investment Group LLC | 14,366 | $1.98M | 1.1% | N/A | 0.909% | |
| 10/11/2024 | Sapient Capital LLC | 1,485 | $205K | 0.0% | N/A | 0.094% | |
| 8/30/2024 | Creekside Partners | 1,762 | $226K | 0.1% | N/A | 0.112% | |
| 8/14/2024 | Bank of Montreal Can | 9,122 | $1.19M | 0.0% | +5,981.3% | 0.577% | |
| 8/13/2024 | Asset Management Group Inc. | 12,395 | $1.59M | 0.3% | +1.0% | 0.784% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 28,186 | $3.61M | 0.0% | +88.1% | 1.784% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 29,901 | $3.83M | 0.4% | +36.1% | 1.892% | |
| 7/31/2024 | Baltimore Washington Financial Advisors Inc. | 61,829 | $7.92M | 0.5% | +4.5% | 3.913% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 11,197 | $1.44M | 0.1% | +25.1% | 0.709% | |
| 7/29/2024 | Arkadios Wealth Advisors | 1,734 | $222K | 0.0% | N/A | 0.110% | |
| 7/26/2024 | Members Advisory Group LLC | 8,832 | $1.13M | 0.6% | N/A | 0.559% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 25,657 | $3.29M | 0.0% | -16.7% | 1.624% | |
| 7/25/2024 | Systelligence LLC | 74,064 | $9.49M | 2.5% | -2.3% | 4.688% | |
| 7/20/2024 | Meridian Investment Counsel Inc. | 11,073 | $1.42M | 0.4% | +10.4% | 0.701% | |
| 7/17/2024 | AdvisorNet Financial Inc | 15,125 | $1.94M | 0.2% | +13.3% | 0.957% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 13,278 | $1.70M | 0.0% | -12.0% | 0.840% | |
| 5/23/2024 | ARQ Wealth Advisors LLC | 4,567 | $587K | 0.3% | +12.5% | 0.289% | |
| 5/16/2024 | Jane Street Group LLC | 35,054 | $4.50M | 0.0% | -27.5% | 2.219% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 4,493 | $577K | 0.0% | +2.4% | 0.284% | |
| 5/10/2024 | Nwam LLC | 10,064 | $1.29M | 0.1% | +9.7% | 0.637% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 59,178 | $7.60M | 0.5% | +2.8% | 3.745% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 4,153 | $534K | 0.0% | +2.3% | 0.268% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 30,803 | $3.96M | 0.0% | -3.7% | 1.987% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 8,951 | $1.15M | 0.1% | +34.9% | 0.577% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 15,090 | $1.94M | 0.0% | -11.4% | 1.093% | |
| 4/12/2024 | AdvisorNet Financial Inc | 13,355 | $1.72M | 0.2% | +23.7% | 0.968% | |
| 4/12/2024 | Systelligence LLC | 75,826 | $9.74M | 2.5% | -0.6% | 5.495% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 4,387 | $522K | 0.0% | -2.4% | 0.318% | |
| 2/27/2024 | ARQ Wealth Advisors LLC | 4,058 | $483K | 0.3% | +34.3% | 0.294% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 6,635 | $790K | 0.1% | N/A | 0.481% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 31,972 | $3.81M | 0.0% | +5.0% | 2.317% | |
| 2/8/2024 | Main Street Financial Solutions LLC | 21,950 | $2.61M | 0.3% | +5.8% | 1.591% | |
| 2/8/2024 | Fagan Associates Inc. | 36,164 | $4.30M | 0.9% | +27.7% | 2.621% | |
| 2/7/2024 | Northwest Financial Advisors | 584 | $70K | 0.1% | N/A | 0.042% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 3,711 | $442K | 0.0% | -5.6% | 0.269% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 12,841 | $1.53M | 0.2% | +69.0% | 0.931% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 28,734 | $3.42M | 0.1% | +53.0% | 2.082% | |
| 1/19/2024 | AdvisorNet Financial Inc | 10,798 | $1.29M | 0.1% | +63.6% | 0.782% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 5,507 | $655K | 0.0% | -40.0% | 0.399% | |
| 1/8/2024 | Systelligence LLC | 76,284 | $9.08M | 2.5% | -15.5% | 5.528% | |
| 11/30/2023 | ARQ Wealth Advisors LLC | 3,021 | $330K | 0.2% | N/A | 0.219% | |
| 11/20/2023 | Silver Oak Securities Incorporated | 7,597 | $829K | 0.2% | +16.0% | 0.551% | |
| 11/16/2023 | Harbour Investments Inc. | 4,443 | $485K | 0.0% | +22.4% | 0.322% | |
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| 11/14/2023 | Roundview Capital LLC | 20,037 | $2.19M | 0.2% | +2.0% | 1.452% | |
| 11/13/2023 | LPL Financial LLC | 101,703 | $11.09M | 0.0% | +7.6% | 7.370% | |
| 11/8/2023 | Baltimore Washington Financial Advisors Inc. | 53,811 | $5.87M | 0.4% | +35.1% | 3.899% | |
| 11/7/2023 | Great Valley Advisor Group Inc. | 3,932 | $429K | 0.0% | +16.9% | 0.285% | |
| 11/3/2023 | Main Street Financial Solutions LLC | 20,744 | $2.26M | 0.3% | +2.7% | 1.503% | |
| 11/1/2023 | Nwam LLC | 8,352 | $911K | 0.1% | -2.5% | 0.605% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 18,777 | $2.05M | 0.0% | +226.4% | 1.361% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 30,437 | $3.32M | 0.0% | +26.4% | 2.206% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 3,585 | $391K | 0.0% | +57.9% | 0.260% | |
| 10/18/2023 | Private Trust Co. NA | 1,178 | $128K | 0.0% | +11.0% | 0.085% | |
