| 11/15/2024 | MML Investors Services LLC | 119,619 | $2.22M | 0.0% | -7.6% | 0.335% | |
| 11/15/2024 | Jane Street Group LLC | 43,969 | $815K | 0.0% | -79.0% | 0.123% | |
| 11/15/2024 | Stifel Financial Corp | 67,720 | $1.26M | 0.0% | +4.9% | 0.190% | |
| 11/15/2024 | HighTower Advisors LLC | 42,217 | $784K | 0.0% | -12.2% | 0.118% | |
| 11/15/2024 | Benjamin Edwards Inc. | 103,717 | $1.92M | 0.0% | +500.0% | 0.291% | |
| 11/13/2024 | Freedom Investment Management Inc. | 25,705 | $477K | 0.0% | -6.5% | 0.072% | |
|
| 11/13/2024 | Alliance Wealth Management Group | 231,943 | $4.30M | 1.1% | -1.5% | 0.650% | |
| 11/12/2024 | Towercrest Capital Management | 231,943 | $4.30M | 0.7% | -1.5% | 0.650% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 21,298 | $395K | 0.0% | -9.9% | 0.060% | |
| 11/12/2024 | Nwam LLC | 42,756 | $793K | 0.0% | N/A | 0.120% | |
| 11/8/2024 | Darwin Wealth Management LLC | 156,473 | $2.90M | 0.8% | +55.5% | 0.438% | |
| 11/7/2024 | Islay Capital Management LLC | 204,638 | $3.79M | 2.5% | +3.6% | 0.573% | |
| 11/6/2024 | Valley Wealth Managers Inc. | 42,349 | $785K | 0.1% | +13.4% | 0.119% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 46,697 | $866K | 0.0% | -4.4% | 0.131% | |
| 10/31/2024 | Prudent Investors Network Inc. | 27,003 | $501K | 0.2% | -12.4% | 0.076% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 3,312 | $61K | 0.0% | -28.7% | 0.009% | |
| 10/22/2024 | McAdam LLC | 65,085 | $1.21M | 0.1% | -8.8% | 0.182% | |
| 10/22/2024 | Private Advisor Group LLC | 122,553 | $2.27M | 0.0% | +5.7% | 0.343% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 338,566 | $6.28M | 0.1% | +3.7% | 0.948% | |
| 10/18/2024 | Revolve Wealth Partners LLC | 298,259 | $5.53M | 0.8% | +10.2% | 0.835% | |
| 10/16/2024 | Global Retirement Partners LLC | 157,144 | $2.91M | 0.1% | +8.6% | 0.440% | |
| 10/16/2024 | Vontobel Holding Ltd. | 205,381 | $3.81M | 0.0% | -4.7% | 0.575% | |
| 10/11/2024 | Wagner Wealth Management LLC | 39,169 | $726K | 0.2% | +2.0% | 0.110% | |
| 10/10/2024 | Code Waechter LLC | 12,064 | $224K | 0.2% | N/A | 0.034% | |
| 10/9/2024 | Colorado Capital Management Inc. | 195,295 | $3.62M | 1.8% | +3.6% | 0.547% | |
| 10/9/2024 | Moller Wealth Partners | 38,744 | $718K | 0.2% | +1.9% | 0.109% | |
| 10/8/2024 | CWM LLC | 4,188 | $78K | 0.0% | +257.9% | 0.012% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 25,782 | $478K | 0.0% | +3.8% | 0.072% | |
| 10/8/2024 | Omega Financial Group LLC | 122,800 | $2.28M | 0.9% | -7.8% | 0.344% | |
| 10/5/2024 | First International Bank & Trust | 187,354 | $3.47M | 1.1% | +1.4% | 0.525% | |
| 10/5/2024 | Great Waters Wealth Management | 48,447 | $898K | 0.1% | -7.0% | 0.136% | |
| 8/22/2024 | Cetera Investment Advisers | 75,820 | $1.36M | 0.0% | +79.1% | 0.212% | |
| 8/21/2024 | Truist Financial Corp | 172,165 | $3.09M | 0.0% | -9.8% | 0.482% | |
| 8/14/2024 | Evergreen Capital Management LLC | 662,584 | $11.91M | 0.4% | N/A | 1.856% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 85,656 | $1.54M | 0.0% | -3.2% | 0.240% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 420,322 | $7.55M | 0.0% | -2.7% | 1.177% | |
| 8/8/2024 | Darwin Wealth Management LLC | 100,629 | $1.81M | 0.9% | N/A | 0.282% | |
| 8/6/2024 | Towercrest Capital Management | 235,393 | $4.23M | 0.7% | +2.3% | 0.659% | |
| 8/5/2024 | Private Advisor Group LLC | 115,901 | $2.08M | 0.0% | N/A | 0.325% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 326,408 | $5.87M | 0.1% | +2.6% | 0.914% | |
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| 7/31/2024 | Anfield Capital Management LLC | 533,652 | $9.59M | 4.7% | +40.8% | 1.495% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 30,936 | $556K | 0.0% | -11.7% | 0.087% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,858,436 | $33.40M | 0.0% | +6.8% | 5.206% | |
| 7/24/2024 | McAdam LLC | 71,391 | $1.28M | 0.1% | -2.4% | 0.200% | |
| 7/19/2024 | Revolve Wealth Partners LLC | 270,751 | $4.87M | 0.8% | +11.3% | 0.758% | |
| 7/19/2024 | MBL Wealth LLC | 347,188 | $6.24M | 0.7% | +11.9% | 0.973% | |
| 7/18/2024 | Prairiewood Capital LLC | 48,096 | $864K | 0.4% | +5.3% | 0.135% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 24,850 | $447K | 0.0% | -3.6% | 0.070% | |
| 7/12/2024 | Alliance Wealth Management Group | 235,393 | $4.23M | 1.2% | +2.3% | 0.659% | |
| 7/12/2024 | Omega Financial Group LLC | 133,152 | $2.39M | 1.0% | -8.5% | 0.373% | |
| 7/12/2024 | First National Corp MA ADV | 15,261 | $274K | 0.1% | -12.6% | 0.043% | |
| 7/11/2024 | Strategic Advocates LLC | 33,084 | $595K | 0.2% | -62.2% | 0.093% | |
| 7/9/2024 | Great Waters Wealth Management | 52,100 | $936K | 0.1% | -1.2% | 0.146% | |
| 7/3/2024 | First International Bank & Trust | 184,811 | $3.32M | 1.1% | -2.9% | 0.518% | |
| 7/1/2024 | Moller Wealth Partners | 38,024 | $683K | 0.2% | +4.2% | 0.107% | |
| 5/30/2024 | Peninsula Wealth LLC | 230,144 | $4.17M | 0.5% | N/A | 0.645% | |
| 5/16/2024 | Jane Street Group LLC | 417,930 | $7.58M | 0.0% | N/A | 1.171% | |
| 5/16/2024 | Prudent Investors Network Inc. | 30,825 | $559K | 0.2% | N/A | 0.086% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 1,674 | $30K | 0.0% | -37.6% | 0.005% | |
| 5/10/2024 | Towercrest Capital Management | 230,144 | $4.17M | 0.7% | +2.3% | 0.645% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 23,869 | $433K | 0.0% | -21.1% | 0.067% | |
| 5/8/2024 | Advisors Preferred LLC | 193,976 | $3.50M | 0.6% | -13.2% | 0.543% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 94,776 | $1.72M | 0.1% | -9.1% | 0.265% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 37,500 | $680K | 0.1% | -7.8% | 0.105% | |
| 5/2/2024 | Alliance Wealth Management Group | 230,144 | $4.17M | 1.2% | +2.3% | 0.645% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 35,018 | $635K | 0.0% | -8.1% | 0.098% | |
| 4/29/2024 | Benjamin Edwards Inc. | 16,941 | $307K | 0.1% | -52.7% | 0.047% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 88,505 | $1.61M | 0.0% | -60.7% | 0.248% | |
| 4/26/2024 | Prairiewood Capital LLC | 45,682 | $828K | 0.4% | +10.0% | 0.121% | |
| 4/23/2024 | Global Retirement Partners LLC | 143,270 | $2.60M | 0.1% | +5.8% | 0.380% | |
| 4/23/2024 | McAdam LLC | 73,138 | $1.33M | 0.1% | -2.5% | 0.194% | |
| 4/22/2024 | PFG Investments LLC | 11,682 | $212K | 0.0% | N/A | 0.031% | |
| 4/22/2024 | MBL Wealth LLC | 310,405 | $5.63M | 0.6% | -1.3% | 0.823% | |
| 4/18/2024 | Omega Financial Group LLC | 145,468 | $2.64M | 1.1% | +3.0% | 0.386% | |
| 4/16/2024 | Colorado Capital Management Inc. | 174,003 | $3.16M | 1.8% | -2.7% | 0.462% | |
| 4/16/2024 | Mosley Wealth Management | 11,277 | $204K | 0.2% | N/A | 0.030% | |
| 4/15/2024 | Revolve Wealth Partners LLC | 243,351 | $4.41M | 0.8% | +2.3% | 0.645% | |
| 4/12/2024 | Capital Planning LLC | 21,860 | $396K | 0.1% | -55.9% | 0.058% | |
| 4/11/2024 | Moller Wealth Partners | 36,481 | $661K | 0.2% | +4.9% | 0.115% | |
| 4/3/2024 | Strategic Advocates LLC | 87,506 | $1.59M | 0.6% | +21.7% | 0.277% | |
| 3/1/2024 | Transcendent Capital Group LLC | 1,702 | $31K | 0.0% | N/A | 0.005% | |
| 2/14/2024 | Vantage Financial Partners Ltd. Inc. | 208,743 | $3.79M | 1.2% | N/A | 0.661% | |
| 2/13/2024 | Peapack Gladstone Financial Corp | 18,100 | $328K | 0.0% | -5.4% | 0.057% | |
| 2/12/2024 | Scotia Capital Inc. | 10,468 | $190K | 0.0% | -6.9% | 0.033% | |
| 2/9/2024 | ProVise Management Group LLC | 14,378 | $261K | 0.0% | +11.8% | 0.046% | |
| 2/9/2024 | D.A. Davidson & CO. | 77,123 | $1.40M | 0.0% | -14.0% | 0.244% | |
| 2/9/2024 | Wells Fargo & Company MN | 1,299,234 | $23.56M | 0.0% | +3.0% | 4.112% | |
| 2/8/2024 | Towercrest Capital Management | 225,077 | $4.08M | 0.7% | -71.2% | 0.712% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 30,265 | $549K | 0.0% | -17.9% | 0.096% | |
| 2/8/2024 | Foundations Investment Advisors LLC | 305,090 | $5.55M | 0.1% | N/A | 0.965% | |
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| 2/7/2024 | Strategic Advocates LLC | 71,932 | $1.30M | 0.6% | -26.4% | 0.228% | |
| 2/7/2024 | Valley Wealth Managers Inc. | 40,688 | $738K | 0.1% | +15.2% | 0.129% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 225,074 | $4.08M | 0.1% | +244,545.7% | 0.712% | |
| 2/6/2024 | Benjamin Edwards Inc. | 35,784 | $649K | 0.1% | -2.1% | 0.113% | |
| 2/5/2024 | Islay Capital Management LLC | 121,528 | $2.20M | 1.7% | -20.8% | 0.385% | |
| 2/5/2024 | McAdam LLC | 75,048 | $1.36M | 0.1% | -4.8% | 0.237% | |
| 2/2/2024 | Truist Financial Corp | 205,748 | $3.73M | 0.0% | -5.5% | 0.651% | |
| 2/2/2024 | Anfield Capital Management LLC | 257,839 | $4.68M | 2.5% | +198.8% | 0.816% | |
| 1/30/2024 | Vontobel Holding Ltd. | 210,927 | $3.82M | 0.0% | -9.1% | 0.667% | |
| 1/29/2024 | Consolidated Portfolio Review Corp | 11,430 | $207K | 0.0% | -18.2% | 0.036% | |
