| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,410 | $278K | 0.0% | N/A | 0.115% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 3,993 | $149K | 0.0% | N/A | 0.062% | |
| 2/27/2025 | REAP Financial Group LLC | 29,659 | $1.11M | 0.3% | +1.9% | 0.461% | |
| 2/25/2025 | Armis Advisers LLC | 31,619 | $1.19M | 0.1% | N/A | 0.538% | |
| 2/18/2025 | Sunbelt Securities Inc. | 6,797 | $255K | 0.0% | -6.9% | 0.116% | |
| 2/17/2025 | CoreCap Advisors LLC | 6,956 | $261K | 0.0% | +20.0% | 0.118% | |
| 2/17/2025 | Cetera Investment Advisers | 209,617 | $7.86M | 0.0% | +49.5% | 3.565% | |
| 2/17/2025 | Captrust Financial Advisors | 268,224 | $10.06M | 0.0% | -2.2% | 4.562% | |
| 2/14/2025 | Jane Street Group LLC | 23,146 | $868K | 0.0% | -56.5% | 0.394% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 17,230 | $646K | 0.0% | -1.7% | 0.293% | |
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| 2/13/2025 | NewEdge Advisors LLC | 14,445 | $542K | 0.0% | -25.3% | 0.246% | |
| 2/13/2025 | Hanlon Investment Management Inc. | 5,805 | $218K | 0.1% | N/A | 0.099% | |
| 2/13/2025 | CreativeOne Wealth LLC | 33,840 | $1.27M | 0.0% | +111.0% | 0.576% | |
| 2/13/2025 | Barclays PLC | 3,934 | $147K | 0.0% | -11.6% | 0.067% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 17,660 | $662K | 0.0% | N/A | 0.300% | |
| 2/13/2025 | Townsquare Capital LLC | 6,043 | $227K | 0.0% | -12.5% | 0.103% | |
| 2/13/2025 | Raymond James Financial Inc. | 382,058 | $14.32M | 0.0% | N/A | 6.498% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 367,270 | $13.77M | 0.0% | +42.6% | 6.246% | |
| 2/12/2025 | OLD Mission Capital LLC | 7,725 | $290K | 0.0% | N/A | 0.131% | |
| 2/11/2025 | Sequent Planning LLC | 10,662 | $400K | 0.1% | -44.1% | 0.181% | |
| 2/11/2025 | LPL Financial LLC | 32,470 | $1.22M | 0.0% | -1.8% | 0.552% | |
| 2/10/2025 | IMG Wealth Management Inc. | 672 | $25K | 0.0% | N/A | 0.011% | |
| 2/10/2025 | Harbour Investments Inc. | 5,705 | $214K | 0.0% | +5.1% | 0.097% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 5,678 | $213K | 0.0% | N/A | 0.097% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 68,096 | $2.55M | 0.0% | -20.8% | 1.158% | |
| 2/6/2025 | Raymond James Financial Inc. | 382,058 | $14.32M | 0.0% | N/A | 6.498% | |
| 2/6/2025 | Atria Investments Inc | 12,031 | $451K | 0.0% | N/A | 0.205% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 8,750 | $328K | 0.0% | -46.8% | 0.149% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 125,697 | $4.71M | 0.1% | N/A | 2.138% | |
| 1/31/2025 | Global Retirement Partners LLC | 4,035 | $151K | 0.0% | N/A | 0.069% | |
| 1/31/2025 | Kestra Investment Management LLC | 3,012 | $113K | 0.0% | N/A | 0.051% | |
| 1/31/2025 | Truist Financial Corp | 202,755 | $7.60M | 0.0% | -1.8% | 3.448% | |
| 1/31/2025 | Americana Partners LLC | 38,747 | $1.45M | 0.1% | +1.8% | 0.659% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 3,796 | $142K | 0.0% | N/A | 0.065% | |
| 1/24/2025 | Catalina Capital Group LLC | 18,088 | $678K | 0.2% | -3.6% | 0.308% | |
| 1/24/2025 | Spire Wealth Management | 5,805 | $218K | 0.0% | N/A | 0.099% | |
| 1/23/2025 | New Wave Wealth Advisors LLC | 364,277 | $13.66M | 5.6% | -3.7% | 6.195% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 2,714 | $102K | 0.0% | N/A | 0.046% | |
| 1/16/2025 | City Holding Co. | 73,625 | $2.76M | 0.4% | -0.4% | 1.252% | |
| 1/14/2025 | ARS Wealth Advisors Group LLC | 59,927 | $2.25M | 0.3% | -1.4% | 1.019% | |
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| 1/10/2025 | Sage Capital Advisors llc | 13,991 | $525K | 0.1% | N/A | 0.238% | |
| 1/8/2025 | International Assets Investment Management LLC | 9,215 | $345K | 0.0% | N/A | 0.157% | |
| 11/19/2024 | Barclays PLC | 4,450 | $163K | 0.0% | N/A | 0.076% | |
| 11/18/2024 | Sunbelt Securities Inc. | 7,301 | $268K | 0.0% | -5.2% | 0.124% | |
| 11/15/2024 | Barclays PLC | 4,450 | $163K | 0.0% | N/A | 0.076% | |
| 11/15/2024 | Jane Street Group LLC | 53,259 | $1.96M | 0.0% | N/A | 0.906% | |
| 11/15/2024 | HighTower Advisors LLC | 5,882 | $216K | 0.0% | -19.7% | 0.100% | |
| 11/14/2024 | Captrust Financial Advisors | 274,278 | $10.08M | 0.0% | -0.3% | 4.665% | |
| 11/14/2024 | CreativeOne Wealth LLC | 16,039 | $589K | 0.0% | N/A | 0.273% | |
| 11/12/2024 | Flagstar Advisors Inc. | 14,097 | $518K | 0.1% | -61.4% | 0.240% | |
| 11/7/2024 | MAI Capital Management | 22,845 | $839K | 0.0% | -11.1% | 0.389% | |
| 11/5/2024 | Harbour Investments Inc. | 5,427 | $199K | 0.0% | +22.8% | 0.092% | |
| 10/28/2024 | Americana Partners LLC | 38,056 | $1.40M | 0.1% | -1.0% | 0.647% | |
| 10/25/2024 | Strategic Blueprint LLC | 31,911 | $1.17M | 0.1% | -16.6% | 0.543% | |
| 10/23/2024 | Heritage Oak Wealth Advisors LLC | 378,192 | $13.90M | 6.4% | N/A | 6.432% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 8,493 | $312K | 0.0% | -9.1% | 0.144% | |
| 10/18/2024 | Raymond James & Associates | 368,241 | $13.53M | 0.0% | -3.1% | 6.263% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 4,152 | $153K | 0.0% | -27.5% | 0.071% | |
| 9/23/2024 | Centaurus Financial Inc. | 5,053 | $180K | 0.0% | N/A | 0.086% | |
| 8/27/2024 | New Wave Wealth Advisors LLC | 379,261 | $13.53M | 7.3% | N/A | 6.450% | |
| 8/22/2024 | Cetera Investment Advisers | 146,530 | $5.23M | 0.0% | +17.2% | 2.492% | |
| 8/21/2024 | Truist Financial Corp | 211,056 | $7.53M | 0.0% | +5.6% | 3.589% | |
| 8/16/2024 | Sunbelt Securities Inc. | 7,704 | $275K | 0.0% | +61.4% | 0.131% | |
| 8/16/2024 | NewEdge Advisors LLC | 31,520 | $1.12M | 0.0% | +77.5% | 0.536% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 253,855 | $9.05M | 0.0% | +24.0% | 4.317% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 11,906 | $425K | 0.0% | N/A | 0.202% | |
| 8/3/2024 | Range Financial Group LLC | 8,417 | $300K | 0.2% | N/A | 0.143% | |
| 8/2/2024 | Archer Investment Corp | 17,813 | $635K | 0.2% | +2.3% | 0.303% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 308,046 | $10.99M | 0.0% | +745.8% | 5.239% | |
| 7/31/2024 | Americana Partners LLC | 38,456 | $1.37M | 0.1% | N/A | 0.654% | |
| 7/30/2024 | Integrity Financial Corp WA | 3,986 | $142K | 0.1% | +568.8% | 0.068% | |
| 7/30/2024 | International Assets Investment Management LLC | 9,215 | $329K | 0.0% | +31.6% | 0.157% | |
| 7/27/2024 | Strategic Blueprint LLC | 38,283 | $1.37M | 0.1% | -2.4% | 0.651% | |
| 7/26/2024 | Harbour Investments Inc. | 4,418 | $158K | 0.0% | +26.3% | 0.075% | |
| 7/24/2024 | Catalina Capital Group LLC | 18,756 | $669K | 0.3% | N/A | 0.319% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 5,724 | $204K | 0.0% | -10.3% | 0.097% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 343,174 | $12.24M | 0.0% | +676.6% | 5.836% | |
| 7/19/2024 | Raymond James & Associates | 380,114 | $13.56M | 0.0% | +3,710.7% | 6.465% | |
| 7/12/2024 | City Holding Co. | 73,900 | $2.64M | 0.4% | +2.8% | 1.257% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 1,742 | $62K | 0.0% | +867.8% | 0.030% | |
| 7/10/2024 | CWM LLC | 1,898 | $68K | 0.0% | +58.7% | 0.032% | |
| 7/5/2024 | HBW Advisory Services LLC | 9,230 | $329K | 0.1% | N/A | 0.157% | |
| 5/24/2024 | Cetera Advisors LLC | 23,323 | $786K | 0.0% | -59.2% | 0.397% | |
| 5/24/2024 | Cetera Investment Advisers | 125,077 | $4.21M | 0.0% | +44.1% | 2.127% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 36,422 | $1.23M | 0.0% | -13.0% | 1.256% | |
| 4/23/2024 | Strategic Blueprint LLC | 39,223 | $1.32M | 0.1% | -15.4% | 1.353% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 44,192 | $1.49M | 0.0% | -15.5% | 1.524% | |
| 4/15/2024 | Sunbelt Securities Inc. | 4,774 | $161K | 0.0% | -6.6% | 0.165% | |
| 4/11/2024 | International Assets Investment Management LLC | 7,000 | $236K | 0.0% | N/A | 0.000% | |
| 4/10/2024 | Schulz Wealth LTD. | 59,616 | $2.01M | 1.7% | +80.7% | 0.000% | |
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| 2/12/2024 | Schulz Wealth LTD. | 32,987 | $1.08M | 1.0% | N/A | 0.000% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 112,736 | $3.69M | 0.0% | +1.8% | 0.000% | |
| 2/2/2024 | Truist Financial Corp | 203,513 | $6.66M | 0.0% | -10.8% | 0.000% | |
| 1/29/2024 | Simplicity Solutions LLC | 68,509 | $2.24M | 0.1% | -1.6% | 0.000% | |
| 1/25/2024 | Strategic Blueprint LLC | 46,379 | $1.52M | 0.1% | -2.4% | 0.000% | |
| 1/19/2024 | Summit Financial Wealth Advisors LLC | 81,550 | $2.67M | 0.6% | -8.0% | 0.000% | |
| 1/18/2024 | Altfest L J & Co. Inc. | 200,723 | $6.57M | 1.0% | N/A | 0.000% | |
| 1/17/2024 | Keystone Wealth Services LLC | 35,389 | $1.16M | 0.4% | +57.7% | 0.000% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 52,273 | $1.71M | 0.0% | +62.2% | 0.000% | |
| 1/16/2024 | Raymond James & Associates | 14,705 | $481K | 0.0% | -91.7% | 0.000% | |
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