| 2/17/2025 | Obsidian Personal Planning Solutions LLC | 139,321 | $4.76M | 2.3% | +0.8% | 1.697% | |
| 2/17/2025 | Cetera Investment Advisers | 61,158 | $1.99M | 0.0% | -10.8% | 0.745% | |
| 2/17/2025 | Citadel Advisors LLC | 20,885 | $680K | 0.0% | N/A | 0.254% | |
| 2/17/2025 | Bank of America Corp DE | 288,238 | $9.39M | 0.0% | -12.5% | 3.511% | |
| 2/17/2025 | Asset Management Group Inc. | 10,043 | $327K | 0.1% | -3.0% | 0.122% | |
| 2/14/2025 | Lido Advisors LLC | 10,500 | $342K | 0.0% | +21.5% | 0.128% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 7,978 | $260K | 0.0% | +69.8% | 0.097% | |
| 2/13/2025 | Raymond James Financial Inc. | 88,213 | $2.87M | 0.0% | N/A | 1.074% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 40,063 | $1.31M | 0.0% | +3.6% | 0.488% | |
| 2/13/2025 | Wells Fargo & Company MN | 20,501 | $668K | 0.0% | +14.0% | 0.250% | |
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| 2/12/2025 | JPMorgan Chase & Co. | 10,326 | $336K | 0.0% | +56.5% | 0.126% | |
| 2/11/2025 | LPL Financial LLC | 135,933 | $4.43M | 0.0% | -57.3% | 1.656% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 17,184 | $560K | 0.0% | +18.8% | 0.209% | |
| 2/10/2025 | Harbour Investments Inc. | 7,690 | $250K | 0.0% | +4.3% | 0.094% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 201,935 | $6.58M | 0.0% | -10.8% | 2.460% | |
| 2/6/2025 | Raymond James Financial Inc. | 88,213 | $2.87M | 0.0% | N/A | 1.074% | |
| 2/3/2025 | Trinity Legacy Partners LLC | 94,566 | $3.08M | 0.8% | N/A | 1.152% | |
| 2/3/2025 | Pacific Sun Financial Corp | 60,920 | $1.98M | 1.1% | -1.1% | 0.742% | |
| 2/3/2025 | Private Advisor Group LLC | 27,306 | $889K | 0.0% | +21.0% | 0.333% | |
| 1/29/2025 | Capital Wealth Alliance LLC | 9,235 | $301K | 0.2% | -31.4% | 0.112% | |
| 1/29/2025 | Focus Financial Network Inc. | 8,674 | $283K | 0.0% | -33.6% | 0.106% | |
| 1/28/2025 | Stephens Inc. AR | 13,202 | $430K | 0.0% | -4.4% | 0.161% | |
| 1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 4,140 | $134K | 0.0% | -87.2% | 0.050% | |
| 1/23/2025 | McKinley Carter Wealth Services Inc. | 24,264 | $790K | 0.0% | -6.8% | 0.296% | |
| 1/22/2025 | Peak Financial Management Inc. | 31,217 | $1.02M | 0.3% | -11.9% | 0.380% | |
| 1/15/2025 | Walker Asset Management LLC | 8,731 | $284K | 0.2% | -3.8% | 0.106% | |
| 1/14/2025 | SignalPoint Asset Management LLC | 25,776 | $840K | 0.2% | -7.0% | 0.314% | |
| 12/26/2024 | JPMorgan Chase & Co. | 6,596 | $246K | 0.0% | -62.9% | 0.080% | |
| 11/15/2024 | MML Investors Services LLC | 20,311 | $759K | 0.0% | -19.9% | 0.247% | |
| 11/12/2024 | Asset Management Group Inc. | 10,353 | $387K | 0.1% | -5.7% | 0.126% | |
| 11/7/2024 | Obsidian Personal Planning Solutions LLC | 138,167 | $5.04M | 2.5% | +10.5% | 1.683% | |
| 11/6/2024 | Zions Bancorporation N.A. | 2,050 | $77K | 0.0% | N/A | 0.025% | |
| 11/5/2024 | Harbour Investments Inc. | 7,375 | $276K | 0.0% | +7.3% | 0.090% | |
| 10/30/2024 | Capital Wealth Alliance LLC | 13,469 | $503K | 0.3% | -26.9% | 0.164% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 14,465 | $541K | 0.0% | +5.4% | 0.176% | |
| 10/28/2024 | Focus Financial Network Inc. | 13,056 | $488K | 0.0% | -6.1% | 0.159% | |
| 10/28/2024 | Stephens Inc. AR | 13,812 | $516K | 0.0% | -3.8% | 0.168% | |
| 10/25/2024 | Strategic Blueprint LLC | 6,851 | $256K | 0.0% | -6.2% | 0.083% | |
| 10/24/2024 | Arkadios Wealth Advisors | 5,691 | $213K | 0.0% | N/A | 0.069% | |
| 10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 32,250 | $1.21M | 0.0% | -10.6% | 0.393% | |
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| 10/23/2024 | Walker Asset Management LLC | 9,077 | $339K | 0.2% | -3.0% | 0.111% | |
| 10/22/2024 | Private Advisor Group LLC | 22,575 | $844K | 0.0% | +28.4% | 0.275% | |
| 10/18/2024 | Friedenthal Financial | 105,135 | $3.93M | 2.3% | +4.7% | 1.281% | |
| 10/15/2024 | Peak Financial Management Inc. | 35,420 | $1.32M | 0.4% | -3.9% | 0.431% | |
| 10/11/2024 | Creative Planning | 7,120 | $266K | 0.0% | N/A | 0.087% | |
| 10/9/2024 | Maltin Wealth Management Inc. | 58,665 | $2.19M | 1.1% | +2.9% | 0.715% | |
| 8/22/2024 | Cetera Investment Advisers | 81,391 | $2.81M | 0.0% | -23.2% | 0.991% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 156,445 | $5.40M | 0.0% | +322.4% | 1.906% | |
| 8/8/2024 | Valley Wealth Managers Inc. | 122,188 | $4.21M | 0.3% | N/A | 1.488% | |
| 8/5/2024 | Private Advisor Group LLC | 17,576 | $606K | 0.0% | +13.3% | 0.214% | |
| 8/2/2024 | Strategy Asset Managers LLC | 3,748 | $129K | 0.0% | N/A | 0.046% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 21,804 | $752K | 0.0% | +4.1% | 0.266% | |
| 7/26/2024 | Harbour Investments Inc. | 6,875 | $237K | 0.0% | +411.2% | 0.084% | |
| 7/26/2024 | Obsidian Personal Planning Solutions LLC | 125,026 | $4.31M | 2.6% | +4.9% | 1.523% | |
| 7/25/2024 | First Heartland Consultants Inc. | 8,383 | $289K | 0.0% | +4.9% | 0.102% | |
| 7/24/2024 | Capital Wealth Alliance LLC | 18,419 | $635K | 0.4% | +3.0% | 0.224% | |
| 7/23/2024 | Bridge Advisory LLC | 22,881 | $789K | 0.4% | -9.7% | 0.279% | |
| 7/19/2024 | Pacific Sun Financial Corp | 61,645 | $2.13M | 1.3% | -1.1% | 0.751% | |
| 7/16/2024 | Friedenthal Financial | 100,381 | $3.46M | 2.2% | +1.3% | 1.223% | |
| 7/12/2024 | Maltin Wealth Management Inc. | 57,013 | $1.97M | 1.1% | +8.8% | 0.694% | |
| 5/24/2024 | Cetera Advisors LLC | 7,327 | $266K | 0.0% | +9.3% | 0.089% | |
| 5/24/2024 | Cetera Investment Advisers | 105,927 | $3.85M | 0.0% | N/A | 1.290% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 9,587 | $348K | 0.0% | N/A | 0.117% | |
| 5/11/2024 | Capital Wealth Alliance LLC | 17,877 | $649K | 0.4% | -45.4% | 0.218% | |
| 5/9/2024 | Tradewinds LLC. | 6,005 | $218K | 0.2% | N/A | 0.073% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 230,870 | $8.39M | 0.1% | -2.2% | 2.812% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 6,178 | $224K | 0.0% | -13.0% | 0.075% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 36,560 | $1.33M | 0.0% | N/A | 0.444% | |
| 4/30/2024 | Private Advisor Group LLC | 15,517 | $564K | 0.0% | -2.2% | 0.189% | |
| 4/30/2024 | Arkadios Wealth Advisors | 5,657 | $206K | 0.0% | N/A | 0.069% | |
| 4/30/2024 | Perigon Wealth Management LLC | 5,669 | $206K | 0.0% | N/A | 0.069% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 20,939 | $761K | 0.0% | -7.0% | 0.254% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 27,456 | $997K | 0.1% | -3.3% | 0.334% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 56,314 | $2.05M | 0.0% | +307.2% | 0.684% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 77,627 | $2.82M | 0.0% | -0.7% | 0.943% | |
| 4/22/2024 | Oakworth Capital Inc. | 1,020 | $37K | 0.0% | -71.4% | 0.012% | |
| 4/19/2024 | Yoder Wealth Management Inc. | 9,325 | $339K | 0.2% | -6.8% | 0.113% | |
| 4/16/2024 | Bridge Advisory LLC | 25,342 | $921K | 0.5% | -24.2% | 0.265% | |
| 4/16/2024 | Courage Miller Partners LLC | 57,734 | $2.10M | 0.7% | N/A | 0.604% | |
| 4/16/2024 | Maltin Wealth Management Inc. | 52,420 | $1.90M | 1.1% | +10.7% | 0.548% | |
| 4/12/2024 | Worth Asset Management LLC | 8,930 | $324K | 0.2% | N/A | 0.093% | |
| 4/11/2024 | SignalPoint Asset Management LLC | 27,748 | $1.01M | 0.3% | -3.9% | 0.290% | |
| 4/10/2024 | Walker Asset Management LLC | 9,374 | $341K | 0.2% | -4.6% | 0.098% | |
| 2/12/2024 | Miller Investment Management LP | 120,000 | $4.04M | 0.6% | N/A | 1.255% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 13,599 | $457K | 0.0% | N/A | 0.142% | |
| 2/12/2024 | Parallel Advisors LLC | 1,253 | $42K | 0.0% | N/A | 0.013% | |
| 2/8/2024 | First Heartland Consultants Inc. | 7,978 | $268K | 0.0% | N/A | 0.083% | |
| 2/8/2024 | Pacific Sun Financial Corp | 62,645 | $2.11M | 1.3% | -2.4% | 0.655% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 236,157 | $7.94M | 0.1% | N/A | 2.470% | |
| 2/7/2024 | McKinley Carter Wealth Services Inc. | 28,406 | $955K | 0.1% | N/A | 0.297% | |
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| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 7,103 | $239K | 0.0% | N/A | 0.074% | |
| 2/7/2024 | Northwest Financial Advisors | 4,075 | $137K | 0.1% | N/A | 0.043% | |
| 2/7/2024 | Principal Securities Inc. | 23,884 | $803K | 0.0% | N/A | 0.250% | |
| 2/6/2024 | Private Advisor Group LLC | 15,873 | $534K | 0.0% | N/A | 0.166% | |
| 2/6/2024 | Merit Financial Group LLC | 9,198 | $309K | 0.0% | N/A | 0.096% | |
| 2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 8,673 | $292K | 0.0% | N/A | 0.091% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 8,065 | $271K | 0.0% | N/A | 0.084% | |
| 2/2/2024 | Yoder Wealth Management Inc. | 10,004 | $337K | 0.2% | N/A | 0.105% | |
| 2/1/2024 | Obsidian Personal Planning Solutions LLC | 107,616 | $3.62M | 2.8% | N/A | 1.126% | |
| 1/31/2024 | Key Financial Inc | 3,010 | $101K | 0.0% | N/A | 0.031% | |
