| 11/15/2024 | Orion Portfolio Solutions LLC | 61,355 | $1.15M | 0.0% | -11.2% | 0.127% | |
| 11/15/2024 | Jane Street Group LLC | 59,504 | $1.12M | 0.0% | -50.6% | 0.123% | |
| 11/15/2024 | Stifel Financial Corp | 105,315 | $1.98M | 0.0% | -23.9% | 0.218% | |
| 11/15/2024 | Benjamin Edwards Inc. | 744,305 | $14M | 0.2% | +787.5% | 1.544% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 93,979 | $1.77M | 0.0% | +3.5% | 0.195% | |
| 11/14/2024 | Financial Counselors Inc. | 11,851 | $223K | 0.0% | N/A | 0.025% | |
|
| 11/12/2024 | Cerity Partners LLC | 104,217 | $1.96M | 0.0% | -2.6% | 0.216% | |
| 11/12/2024 | Flagstar Advisors Inc. | 68,554 | $1.29M | 0.3% | +30.8% | 0.142% | |
| 11/8/2024 | Legacy Bridge LLC | 132,430 | $2.49M | 1.3% | N/A | 0.275% | |
| 11/6/2024 | Dearborn Partners LLC | 107,905 | $2.03M | 0.1% | +1.8% | 0.224% | |
| 11/6/2024 | Pinnacle Financial Partners Inc | 36,406 | $685K | 0.0% | +4.2% | 0.076% | |
| 10/31/2024 | Principal Financial Group Inc. | 111,581 | $2.10M | 0.0% | +13.6% | 0.231% | |
| 10/29/2024 | Farther Finance Advisors LLC | 27,924 | $525K | 0.0% | +47.6% | 0.058% | |
| 10/28/2024 | Principal Securities Inc. | 219,259 | $4.12M | 0.1% | -50.7% | 0.455% | |
| 10/28/2024 | US Bancorp DE | 1,600 | $30K | 0.0% | N/A | 0.003% | |
| 10/25/2024 | Tyche Wealth Partners LLC | 603,898 | $11.36M | 2.6% | +2.7% | 1.253% | |
| 10/25/2024 | Pallas Capital Advisors LLC | 342,996 | $6.42M | 0.3% | -76.2% | 0.712% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 121,770 | $2.29M | 0.1% | +8.6% | 0.253% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 1,143,058 | $21.50M | 0.0% | -11.5% | 2.371% | |
| 10/23/2024 | Rogco LP | 351,483 | $6.61M | 2.6% | +20.1% | 0.729% | |
| 10/23/2024 | PSI Advisors LLC | 214,725 | $4.04M | 1.2% | +4.4% | 0.445% | |
| 10/22/2024 | Private Advisor Group LLC | 102,214 | $1.92M | 0.0% | +37.6% | 0.212% | |
| 10/18/2024 | Raymond James & Associates | 1,079,117 | $20.30M | 0.0% | +10.1% | 2.239% | |
| 10/17/2024 | LexAurum Advisors LLC | 17,093 | $322K | 0.1% | +42.1% | 0.035% | |
| 10/16/2024 | Global Retirement Partners LLC | 43,133 | $811K | 0.0% | +3.0% | 0.089% | |
| 10/11/2024 | Fiduciary Alliance LLC | 75,302 | $1.42M | 0.2% | N/A | 0.156% | |
| 10/9/2024 | Pinnacle Bancorp Inc. | 4,120 | $77K | 0.0% | +46.4% | 0.009% | |
| 10/7/2024 | Alpha Financial Partners LLC | 13,644 | $257K | 0.2% | N/A | 0.028% | |
| 10/2/2024 | Massmutual Trust Co. FSB ADV | 113,383 | $2.13M | 0.1% | +9.7% | 0.235% | |
| 9/5/2024 | Sanctuary Advisors LLC | 29,949 | $536K | 0.0% | N/A | 0.062% | |
| 8/21/2024 | Truist Financial Corp | 176,723 | $3.22M | 0.0% | -40.7% | 0.367% | |
| 8/16/2024 | NewEdge Advisors LLC | 95,013 | $1.73M | 0.0% | +4.1% | 0.197% | |
| 8/15/2024 | Delta Investment Management LLC | 60,837 | $1.11M | 0.2% | +2.1% | 0.126% | |
| 8/13/2024 | Benjamin Edwards Inc. | 83,862 | $1.53M | 0.3% | -1.2% | 0.174% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 635,807 | $11.58M | 0.2% | +0.4% | 1.319% | |
| 8/12/2024 | Argent Trust Co | 52,102 | $949K | 0.0% | +1.9% | 0.108% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 112,144 | $2.04M | 0.1% | +5.7% | 0.233% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 513,403 | $9.35M | 0.0% | +2.5% | 1.065% | |
| 8/8/2024 | Investment Partners LTD. | 138,977 | $2.53M | 1.1% | +5.9% | 0.288% | |
| 8/6/2024 | MainStreet Investment Advisors LLC | 105,410 | $1.92M | 0.2% | -39.2% | 0.219% | |
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| 8/6/2024 | Flynn Zito Capital Management LLC | 293,119 | $5.34M | 2.7% | +175.4% | 0.608% | |
| 8/5/2024 | Private Advisor Group LLC | 74,300 | $1.35M | 0.0% | -8.6% | 0.154% | |
| 8/1/2024 | Laidlaw Wealth Management LLC | 37,252 | $679K | 0.4% | +2.2% | 0.077% | |
| 8/1/2024 | Willis Johnson & Associates Inc. | 130,524 | $2.38M | 0.2% | -11.0% | 0.271% | |
| 8/1/2024 | Mechanics Financial Corp | 27,508 | $501K | 0.3% | +7.5% | 0.057% | |
| 7/31/2024 | Farther Finance Advisors LLC | 18,915 | $344K | 0.0% | +19.5% | 0.039% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 318,006 | $5.79M | 0.0% | -2.9% | 0.660% | |
| 7/29/2024 | Principal Financial Group Inc. | 98,243 | $1.79M | 0.0% | +17.7% | 0.204% | |
| 7/29/2024 | UMB Bank n.a. | 62,129 | $1.13M | 0.0% | -2.8% | 0.129% | |
| 7/26/2024 | Dearborn Partners LLC | 105,996 | $1.93M | 0.1% | -8.4% | 0.220% | |
| 7/26/2024 | Bank of New York Mellon Corp | 34,795 | $634K | 0.0% | +36.8% | 0.072% | |
| 7/24/2024 | Gilliland Jeter Wealth Management LLC | 80,877 | $1.47M | 0.5% | -1.9% | 0.168% | |
| 7/24/2024 | Cornerstone Wealth Group LLC | 702,701 | $12.80M | 1.1% | +1.1% | 1.458% | |
| 7/23/2024 | PSI Advisors LLC | 205,588 | $3.75M | 1.2% | +20.6% | 0.427% | |
| 7/22/2024 | Pallas Capital Advisors LLC | 1,442,989 | $26.52M | 1.1% | +5.2% | 2.994% | |
| 7/19/2024 | Raymond James & Associates | 980,301 | $17.86M | 0.0% | +7.4% | 2.034% | |
| 7/19/2024 | Tyche Wealth Partners LLC | 587,863 | $10.71M | 2.6% | +8.6% | 1.220% | |
| 7/18/2024 | Triad Wealth Partners LLC | 4,778 | $87K | 0.0% | N/A | 0.010% | |
| 7/17/2024 | Meadow Creek Wealth Advisors LLC | 82,462 | $1.50M | 1.4% | -40.8% | 0.171% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 1,292,252 | $23.55M | 0.1% | +9.2% | 2.681% | |
| 5/31/2024 | First Citizens Financial Corp | 56,575 | $1.03M | 0.6% | +14.3% | 0.117% | |
| 5/17/2024 | Comerica Bank | 66,963 | $1.22M | 0.0% | +109.0% | 0.139% | |
| 5/11/2024 | Jacobi Capital Management LLC | 20,441 | $371K | 0.0% | +9.8% | 0.043% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 169,582 | $3.08M | 0.0% | -26.0% | 0.359% | |
| 5/9/2024 | Delta Investment Management LLC | 59,571 | $1.08M | 0.2% | -3.0% | 0.126% | |
| 5/9/2024 | Dearborn Partners LLC | 115,724 | $2.10M | 0.1% | +13.2% | 0.245% | |
| 5/9/2024 | Rogco LP | 290,914 | $5.28M | 2.2% | +1.8% | 0.616% | |
| 5/1/2024 | Flynn Zito Capital Management LLC | 106,452 | $1.93M | 1.0% | +11.7% | 0.226% | |
| 4/30/2024 | Private Advisor Group LLC | 81,299 | $1.48M | 0.0% | -8.4% | 0.172% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 106,058 | $1.93M | 0.1% | +38.9% | 0.225% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 327,404 | $5.94M | 0.0% | +2.2% | 0.694% | |
| 4/29/2024 | Principal Financial Group Inc. | 83,439 | $1.65M | 0.0% | +7.5% | 0.177% | |
| 4/29/2024 | Benjamin Edwards Inc. | 84,886 | $1.54M | 0.3% | -2.2% | 0.180% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 633,350 | $11.50M | 0.2% | +9.4% | 1.342% | |
| 4/26/2024 | UMB Bank n.a. | 63,944 | $1.16M | 0.0% | -11.2% | 0.136% | |
| 4/26/2024 | Sage Rhino Capital LLC | 46,967 | $852K | 0.2% | +5.3% | 0.100% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 22,358 | $406K | 0.0% | +25.0% | 0.047% | |
| 4/24/2024 | PSI Advisors LLC | 170,406 | $3.09M | 1.1% | +14.7% | 0.362% | |
| 4/24/2024 | Activest Wealth Management | 55,027 | $999K | 0.5% | -54.8% | 0.117% | |
| 4/23/2024 | Global Retirement Partners LLC | 36,002 | $653K | 0.0% | +11.8% | 0.076% | |
| 4/23/2024 | Tyche Wealth Partners LLC | 541,222 | $9.82M | 2.4% | -1.2% | 1.149% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 288,354 | $5.23M | 0.0% | -24.1% | 0.612% | |
| 4/22/2024 | Raymond James & Associates | 912,464 | $16.56M | 0.0% | +16.9% | 1.937% | |
| 4/19/2024 | Willis Johnson & Associates Inc. | 146,673 | $2.66M | 0.2% | -2.6% | 0.311% | |
| 4/17/2024 | Cornerstone Wealth Group LLC | 694,902 | $12.61M | 1.2% | +3.4% | 1.475% | |
| 4/17/2024 | Private Ocean LLC | 2,475 | $45K | 0.0% | N/A | 0.005% | |
| 4/16/2024 | Pinnacle Bancorp Inc. | 2,815 | $51K | 0.0% | N/A | 0.006% | |
| 4/16/2024 | Investment Partners LTD. | 131,264 | $2.38M | 1.1% | +3.0% | 0.279% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,182,930 | $21.47M | 0.1% | +30.3% | 2.512% | |
| 4/15/2024 | Flagstar Advisors Inc. | 29,441 | $534K | 0.1% | +36.2% | 0.063% | |
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| 4/9/2024 | Massmutual Trust Co. FSB ADV | 103,037 | $1.87M | 0.1% | -43.1% | 0.298% | |
| 3/5/2024 | True Vision MN LLC | 27,377 | $481K | 0.4% | N/A | 0.079% | |
| 2/15/2024 | Greytown Advisors Inc. | 15,022 | $264K | 0.1% | +5.7% | 0.043% | |
| 2/14/2024 | First Financial Bankshares Inc | 16,060 | $281K | 0.0% | N/A | 0.046% | |
| 2/13/2024 | Belpointe Asset Management LLC | 30,256 | $530K | 0.0% | N/A | 0.088% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 20,752 | $363K | 0.0% | +20,652.0% | 0.060% | |
| 2/9/2024 | Johnson Financial Group Inc. | 2,460 | $43K | 0.0% | N/A | 0.007% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 229,242 | $4.01M | 0.0% | +11.0% | 0.664% | |
| 2/9/2024 | Wells Fargo & Company MN | 4,463,198 | $78.15M | 0.0% | +24.1% | 12.918% | |
| 2/9/2024 | UBS Group AG | 6,856,955 | $120.07M | 0.0% | +19.7% | 19.846% | |
