| 2/19/2025 | ARQ Wealth Advisors LLC | 241,981 | $7.13M | 2.7% | +0.9% | 4.101% | |
| 2/18/2025 | Harmony Asset Management LLC | 126,719 | $3.74M | 1.5% | +64.7% | 2.148% | |
| 2/17/2025 | Cetera Investment Advisers | 22,982 | $678K | 0.0% | -26.3% | 0.390% | |
| 2/14/2025 | Jane Street Group LLC | 15,354 | $453K | 0.0% | N/A | 0.260% | |
| 2/14/2025 | Betterment LLC | 7,802 | $230K | 0.0% | N/A | 0.132% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 13,547 | $399K | 0.0% | N/A | 0.230% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 17,614 | $518K | 0.0% | N/A | 0.299% | |
| 2/14/2025 | MML Investors Services LLC | 76,607 | $2.26M | 0.0% | N/A | 1.298% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 120,784 | $3.56M | 0.0% | +282.4% | 2.047% | |
| 2/13/2025 | Smith Moore & CO. | 197,103 | $5.81M | 0.5% | -1.8% | 3.341% | |
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| 2/12/2025 | JPMorgan Chase & Co. | 3,630 | $107K | 0.0% | +12.1% | 0.062% | |
| 2/11/2025 | LPL Financial LLC | 1,086,617 | $32.03M | 0.0% | +195.6% | 18.417% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 37,870 | $1.12M | 0.0% | -55.1% | 0.642% | |
| 2/7/2025 | PFG Advisors | 23,934 | $706K | 0.0% | -3.3% | 0.406% | |
| 2/7/2025 | HighTower Advisors LLC | 301,468 | $8.89M | 0.0% | +76.4% | 5.110% | |
| 2/6/2025 | Assetmark Inc. | 1,175 | $35K | 0.0% | N/A | 0.020% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 179,021 | $5.28M | 0.0% | +1.8% | 3.034% | |
| 2/5/2025 | Middleton & Co. Inc. MA | 13,025 | $384K | 0.0% | -18.5% | 0.221% | |
| 2/5/2025 | Proficio Capital Partners LLC | 308,656 | $9.10M | 0.0% | +2,848.0% | 5.231% | |
| 2/3/2025 | Private Advisor Group LLC | 696,683 | $20.54M | 0.1% | -21.2% | 11.808% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 11,413 | $336K | 0.0% | -18.8% | 0.193% | |
| 1/30/2025 | Principal Securities Inc. | 1,000 | $29K | 0.0% | N/A | 0.017% | |
| 1/30/2025 | WealthPlan Investment Management LLC | 599,917 | $17.69M | 1.7% | +65.0% | 10.168% | |
| 1/30/2025 | WealthPLAN Partners LLC | 534,413 | $15.76M | 2.2% | -5.3% | 9.058% | |
| 1/28/2025 | Stephens Inc. AR | 33,785 | $996K | 0.0% | N/A | 0.573% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 167,167 | $4.93M | 0.2% | +6.3% | 2.833% | |
| 1/23/2025 | Keudell Morrison Wealth Management | 516,588 | $15.23M | 4.0% | -0.5% | 8.756% | |
| 1/22/2025 | Bay Rivers Group | 13,000 | $383K | 0.2% | N/A | 0.220% | |
| 1/17/2025 | Peterson Wealth Advisors LLC | 53,619 | $1.59M | 0.3% | +42.4% | 0.909% | |
| 1/16/2025 | Lionsbridge Wealth Management LLC | 175,711 | $5.18M | 4.3% | +40.8% | 2.978% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 415,541 | $12.25M | 0.4% | +27.9% | 7.043% | |
| 1/14/2025 | Financial Enhancement Group LLC | 59,946 | $1.76M | 0.3% | -86.2% | 1.016% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,238 | $94K | 0.0% | +319.4% | 0.055% | |
| 11/15/2024 | Harmony Asset Management LLC | 76,927 | $2.22M | 0.8% | +31.9% | 1.304% | |
| 11/15/2024 | HighTower Advisors LLC | 170,857 | $4.94M | 0.0% | -24.0% | 2.896% | |
| 11/15/2024 | Hilltop Holdings Inc. | 14,932 | $431K | 0.0% | N/A | 0.253% | |
| 11/14/2024 | Captrust Financial Advisors | 55,159 | $1.59M | 0.0% | -25.1% | 0.935% | |
| 11/8/2024 | Avior Wealth Management LLC | 3,656 | $106K | 0.0% | -12.6% | 0.062% | |
| 11/5/2024 | WealthPlan Investment Management LLC | 363,611 | $10.50M | 1.1% | +1.1% | 6.163% | |
| 11/5/2024 | WealthPLAN Partners LLC | 564,333 | $16.30M | 2.2% | +3.4% | 9.565% | |
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| 11/1/2024 | Lionsbridge Wealth Management LLC | 124,830 | $3.61M | 2.8% | +29.8% | 2.116% | |
| 10/31/2024 | Keudell Morrison Wealth Management | 519,326 | $15.00M | 4.1% | +2.7% | 8.802% | |
| 10/31/2024 | Financial Enhancement Group LLC | 435,918 | $12.59M | 2.2% | +1,232.1% | 7.388% | |
| 10/30/2024 | Ameritas Advisory Services LLC | 324,992 | $9.39M | 0.4% | -23.4% | 5.508% | |
| 10/24/2024 | Peterson Wealth Advisors LLC | 37,663 | $1.09M | 0.2% | -8.2% | 0.638% | |
| 10/23/2024 | Middleton & Co. Inc. MA | 15,975 | $461K | 0.1% | -20.6% | 0.271% | |
| 10/22/2024 | Private Advisor Group LLC | 884,372 | $25.54M | 0.2% | +267.3% | 14.989% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 6,944 | $201K | 0.0% | -40.8% | 0.118% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 157,318 | $4.54M | 0.2% | +5.2% | 2.666% | |
| 10/8/2024 | CWM LLC | 470,887 | $13.60M | 0.1% | +26.9% | 7.981% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 80,845 | $2.34M | 0.1% | +21.2% | 1.370% | |
| 8/22/2024 | Cetera Investment Advisers | 208,628 | $5.77M | 0.0% | -2.7% | 3.536% | |
| 8/14/2024 | Harmony Asset Management LLC | 58,322 | $1.61M | 0.7% | +15.3% | 0.989% | |
| 8/12/2024 | Middleton & Co. Inc. MA | 20,107 | $556K | 0.1% | -62.3% | 0.341% | |
| 8/9/2024 | WealthPLAN Partners LLC | 545,585 | $15.10M | 1.6% | +0.7% | 9.247% | |
| 8/5/2024 | Private Advisor Group LLC | 240,747 | $6.66M | 0.0% | +505.9% | 4.080% | |
| 8/2/2024 | Financial Enhancement Group LLC | 32,723 | $904K | 0.1% | +14.1% | 0.555% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 11,737 | $325K | 0.0% | -27.1% | 0.199% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 99,939 | $2.77M | 0.0% | -50.8% | 1.694% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 424,418 | $11.74M | 0.4% | +1.0% | 7.194% | |
| 7/17/2024 | Keudell Morrison Wealth Management | 505,746 | $13.99M | 4.1% | +18.3% | 8.572% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 66,717 | $1.85M | 0.1% | N/A | 1.131% | |
| 7/15/2024 | Lionsbridge Wealth Management LLC | 96,138 | $2.66M | 2.1% | +3.2% | 1.629% | |
| 7/10/2024 | CWM LLC | 370,979 | $10.27M | 0.0% | +13.1% | 6.288% | |
| 7/9/2024 | Northwest Capital Management Inc | 5,318 | $147K | 0.1% | +188.7% | 0.090% | |
| 7/9/2024 | Mather Group LLC. | 29,514 | $782K | 0.0% | N/A | 0.500% | |
| 5/24/2024 | Cetera Investment Advisers | 214,338 | $5.68M | 0.0% | N/A | 3.633% | |
| 5/23/2024 | ARQ Wealth Advisors LLC | 231,485 | $6.13M | 2.7% | +18.2% | 3.923% | |
| 5/17/2024 | WealthPlan Investment Management LLC | 364,049 | $9.64M | 1.5% | +2.5% | 6.170% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 541,710 | $14.35M | 0.2% | +209.7% | 9.182% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 427,636 | $11.33M | 3.4% | N/A | 7.463% | |
| 5/7/2024 | WealthPLAN Partners LLC | 541,933 | $14.36M | 1.5% | -1.0% | 9.458% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 127,712 | $3.38M | 0.4% | N/A | 2.229% | |
| 5/1/2024 | Diversify Advisory Services LLC | 29,084 | $769K | 0.0% | N/A | 0.508% | |
| 4/30/2024 | Private Advisor Group LLC | 39,732 | $1.05M | 0.0% | +12.6% | 0.693% | |
| 4/30/2024 | Norden Group LLC | 18,928 | $501K | 0.0% | N/A | 0.330% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 203,194 | $5.38M | 0.0% | -1.8% | 3.546% | |
| 4/23/2024 | Strategic Blueprint LLC | 65,388 | $1.73M | 0.1% | N/A | 1.141% | |
| 4/19/2024 | Norden Group LLC | 189,280 | $5.01M | 0.1% | N/A | 4.351% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 83,607 | $2.22M | 0.0% | N/A | 1.922% | |
| 4/15/2024 | Financial Enhancement Group LLC | 28,683 | $752K | 0.1% | -23.4% | 0.659% | |
| 4/11/2024 | Fortitude Family Office LLC | 5,311 | $141K | 0.1% | N/A | 0.122% | |
| 2/27/2024 | ARQ Wealth Advisors LLC | 195,824 | $4.95M | 2.9% | +12.5% | 4.502% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 248,431 | $6.28M | 0.0% | -4.2% | 5.711% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 121,925 | $3.08M | 0.0% | +24.0% | 2.803% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 174,942 | $4.43M | 0.1% | +20.7% | 4.022% | |
| 2/9/2024 | D.A. Davidson & CO. | 9,360 | $236K | 0.0% | -21.0% | 0.215% | |
| 2/6/2024 | Private Advisor Group LLC | 35,271 | $891K | 0.0% | N/A | 0.811% | |
| 2/2/2024 | Truist Financial Corp | 7,971 | $201K | 0.0% | -87.7% | 0.183% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 16,348 | $413K | 0.0% | +55.7% | 0.376% | |
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| 2/1/2024 | CWM LLC | 35,733 | $903K | 0.0% | +21.4% | 0.821% | |
| 1/24/2024 | Stratos Wealth Advisors LLC | 136,562 | $3.45M | 0.2% | +0.7% | 3.139% | |
| 1/18/2024 | Financial Enhancement Group LLC | 37,446 | $947K | 0.2% | +14.7% | 0.861% | |
| 1/16/2024 | Lionsbridge Wealth Management LLC | 93,253 | $2.36M | 1.9% | +208.0% | 2.144% | |
| 1/10/2024 | Peterson Wealth Advisors LLC | 32,765 | $828K | 0.2% | N/A | 0.753% | |
| 1/5/2024 | WealthPLAN Partners LLC | 547,298 | $13.83M | 1.4% | -0.4% | 12.582% | |
| 1/5/2024 | WealthPlan Investment Management LLC | 355,135 | $8.97M | 1.4% | +1.1% | 8.164% | |
| 11/30/2023 | ARQ Wealth Advisors LLC | 174,124 | $4.24M | 3.2% | -2.3% | 4.003% | |
| 11/15/2023 | WealthPlan Investment Management LLC | 351,293 | $8.56M | 1.0% | +17,273.5% | 8.076% | |
| 11/8/2023 | HighTower Advisors LLC | 182,040 | $4.43M | 0.0% | -1.4% | 4.185% | |
