| 2/18/2025 | Investment Management Corp VA ADV | 4,800 | $133K | 0.1% | N/A | 0.066% | |
| 2/17/2025 | Focus Partners Wealth | 16,866 | $468K | 0.0% | -4.1% | 0.200% | |
| 2/17/2025 | Diligent Investors LLC | 57,415 | $1.59M | 0.4% | -4.3% | 0.679% | |
| 2/17/2025 | CoreCap Advisors LLC | 4,500 | $125K | 0.0% | -13.1% | 0.053% | |
| 2/17/2025 | Cetera Investment Advisers | 86,598 | $2.41M | 0.0% | -12.3% | 1.025% | |
| 2/17/2025 | Captrust Financial Advisors | 28,088 | $780K | 0.0% | -3.4% | 0.332% | |
| 2/17/2025 | Citadel Advisors LLC | 17,634 | $490K | 0.0% | -25.9% | 0.209% | |
| 2/14/2025 | Three Seasons Wealth LLC | 10,452 | $290K | 0.1% | N/A | 0.124% | |
| 2/13/2025 | NewEdge Advisors LLC | 21,953 | $610K | 0.0% | -32.7% | 0.260% | |
| 2/13/2025 | Barclays PLC | 7,202 | $200K | 0.0% | +14,304.0% | 0.085% | |
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| 2/13/2025 | Raymond James Financial Inc. | 17,488 | $486K | 0.0% | N/A | 0.207% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 29,108 | $808K | 0.0% | -1.5% | 0.344% | |
| 2/12/2025 | OLD Mission Capital LLC | 26,379 | $733K | 0.0% | +47.8% | 0.312% | |
| 2/12/2025 | Bullseye Investment Management LLC | 13,369 | $371K | 0.2% | -80.0% | 0.158% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 13,773 | $382K | 0.1% | N/A | 0.163% | |
| 2/12/2025 | JPMorgan Chase & Co. | 5,525 | $153K | 0.0% | -56.7% | 0.065% | |
| 2/11/2025 | LPL Financial LLC | 13,119 | $364K | 0.0% | N/A | 0.155% | |
| 2/10/2025 | Harbour Investments Inc. | 28,027 | $778K | 0.0% | -18.6% | 0.332% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 683,150 | $18.97M | 0.0% | -5.2% | 8.085% | |
| 2/6/2025 | Raymond James Financial Inc. | 17,488 | $486K | 0.0% | N/A | 0.207% | |
| 2/5/2025 | SRS Capital Advisors Inc. | 2,754 | $76K | 0.0% | -21.0% | 0.033% | |
| 2/5/2025 | Maia Wealth LLC | 24,107 | $676K | 0.1% | +21.5% | 0.285% | |
| 2/5/2025 | Noble Wealth Management PBC | 16,347 | $454K | 0.3% | N/A | 0.193% | |
| 2/4/2025 | Brown Financial Advisors | 219,961 | $6.11M | 2.5% | +5.7% | 2.603% | |
| 2/4/2025 | IFP Advisors Inc | 5,600 | $156K | 0.0% | -9.7% | 0.066% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,508 | $236K | 0.0% | -22.9% | 0.101% | |
| 1/30/2025 | Bright Futures Wealth Management LLC. | 12,967 | $364K | 0.3% | -8.0% | 0.153% | |
| 1/29/2025 | Paladin Wealth LLC | 42,322 | $1.18M | 1.0% | +11.5% | 0.501% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 15,594 | $433K | 0.0% | -25.4% | 0.185% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 7,820 | $217K | 0.0% | -10.4% | 0.093% | |
| 1/24/2025 | Spire Wealth Management | 26,133 | $726K | 0.0% | N/A | 0.309% | |
| 1/23/2025 | Heck Capital Advisors LLC | 30,450 | $846K | 0.1% | N/A | 0.360% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 4,000 | $111K | 0.0% | -42.9% | 0.047% | |
| 1/23/2025 | Strategic Blueprint LLC | 172,480 | $4.79M | 0.3% | -7.0% | 2.041% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 53,347 | $1.48M | 0.0% | -1.2% | 0.631% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 38,355 | $1.07M | 0.1% | +155.2% | 0.454% | |
| 1/21/2025 | KFG Wealth Management LLC | 106,159 | $2.95M | 0.6% | -2.0% | 1.256% | |
| 1/21/2025 | Vishria Bird Financial Group LLC | 395,548 | $10.98M | 3.8% | -0.8% | 4.681% | |
| 1/21/2025 | Gradient Investments LLC | 1,959,830 | $54.42M | 1.1% | +6.4% | 23.193% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 11,594 | $322K | 0.0% | -14.2% | 0.137% | |
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| 1/16/2025 | Amplius Wealth Advisors LLC | 8,377 | $233K | 0.0% | -28.7% | 0.099% | |
| 1/15/2025 | Lake Street Private Wealth LLC | 37,555 | $1.04M | 0.2% | -3.6% | 0.444% | |
| 12/26/2024 | JPMorgan Chase & Co. | 12,761 | $350K | 0.0% | N/A | 0.151% | |
| 11/18/2024 | Sunbelt Securities Inc. | 14,490 | $398K | 0.0% | -4.6% | 0.171% | |
| 11/18/2024 | Brown Financial Advisors | 208,165 | $5.71M | 2.4% | N/A | 2.463% | |
| 11/15/2024 | MML Investors Services LLC | 29,820 | $818K | 0.0% | +9.7% | 0.353% | |
| 11/15/2024 | Jane Street Group LLC | 15,476 | $425K | 0.0% | +9.0% | 0.183% | |
| 11/14/2024 | Plotkin Financial Advisors LLC | 14,356 | $394K | 0.2% | N/A | 0.170% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 20,915 | $574K | 0.0% | -34.7% | 0.248% | |
| 11/5/2024 | Harbour Investments Inc. | 34,418 | $944K | 0.0% | -8.1% | 0.407% | |
| 11/4/2024 | Sigma Planning Corp | 8,337 | $229K | 0.0% | -15.2% | 0.099% | |
| 10/30/2024 | Maia Wealth LLC | 19,837 | $545K | 0.1% | -46.8% | 0.235% | |
| 10/25/2024 | Strategic Blueprint LLC | 185,522 | $5.09M | 0.3% | -2.1% | 2.196% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 7,300 | $200K | 0.0% | N/A | 0.086% | |
| 10/24/2024 | FSA Advisors Inc. | 23,989 | $658K | 0.7% | -1.5% | 0.284% | |
| 10/22/2024 | International Assets Investment Management LLC | 1,530,233 | $39.79M | 0.0% | N/A | 18.109% | |
| 10/22/2024 | Lake Street Private Wealth LLC | 38,955 | $1.07M | 0.2% | -3.3% | 0.461% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 53,996 | $1.48M | 0.0% | +10.5% | 0.639% | |
| 10/16/2024 | Amplius Wealth Advisors LLC | 11,756 | $320K | 0.0% | -99.0% | 0.139% | |
| 10/11/2024 | Paladin Wealth LLC | 37,950 | $1.04M | 0.9% | N/A | 0.449% | |
| 10/10/2024 | Pinnacle Wealth Management Group Inc. | 15,360 | $421K | 0.3% | -33.7% | 0.182% | |
| 10/9/2024 | Cypress Wealth Services LLC | 40,193 | $1.10M | 0.2% | -3.4% | 0.476% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,035 | $303K | 0.0% | -13.0% | 0.131% | |
| 10/8/2024 | Brookstone Capital Management | 90,105 | $2.47M | 0.0% | -15.7% | 1.066% | |
| 9/23/2024 | Centaurus Financial Inc. | 70,142 | $1.88M | 0.1% | -1.2% | 0.830% | |
| 8/22/2024 | Cetera Investment Advisers | 106,959 | $2.86M | 0.0% | -12.4% | 1.266% | |
| 8/16/2024 | Sunbelt Securities Inc. | 15,190 | $407K | 0.0% | -4.8% | 0.180% | |
| 8/16/2024 | NewEdge Advisors LLC | 48,590 | $1.30M | 0.0% | -50.8% | 0.575% | |
| 8/13/2024 | Garden State Investment Advisory Services LLC | 17,567 | $470K | 0.2% | -36.4% | 0.208% | |
| 8/13/2024 | AE Wealth Management LLC | 259,062 | $6.94M | 0.1% | -4.8% | 3.066% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 27,508 | $737K | 0.1% | +16.0% | 0.326% | |
| 8/7/2024 | MGO One Seven LLC | 77,350 | $2.07M | 0.1% | -9.4% | 0.915% | |
| 8/7/2024 | Bright Futures Wealth Management LLC. | 14,395 | $386K | 0.2% | +8.4% | 0.170% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 48,868 | $1.31M | 0.0% | -0.9% | 0.578% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 748,254 | $20.04M | 0.0% | -7.7% | 8.855% | |
| 7/31/2024 | IFG Advisory LLC | 10,760 | $288K | 0.0% | N/A | 0.127% | |
| 7/27/2024 | Strategic Blueprint LLC | 189,581 | $5.08M | 0.3% | -3.8% | 2.244% | |
| 7/26/2024 | Harbour Investments Inc. | 37,437 | $1.00M | 0.0% | -3.3% | 0.443% | |
| 7/24/2024 | Vishria Bird Financial Group LLC | 398,755 | $10.68M | 4.5% | -0.8% | 4.719% | |
| 7/23/2024 | Amplius Wealth Advisors LLC | 1,201,136 | $32.17M | 3.6% | -7.9% | 14.215% | |
| 7/19/2024 | KFG Wealth Management LLC | 109,846 | $2.94M | 1.2% | -0.9% | 1.300% | |
| 7/18/2024 | Brookstone Capital Management | 106,876 | $2.88M | 0.0% | -1.1% | 1.265% | |
| 7/16/2024 | Maia Wealth LLC | 37,302 | $1.01M | 0.3% | N/A | 0.441% | |
| 7/15/2024 | Diligent Investors LLC | 59,965 | $1.61M | 0.4% | -0.8% | 0.710% | |
| 6/28/2024 | Bright Futures Wealth Management LLC. | 13,283 | $356K | 0.2% | N/A | 0.157% | |
| 5/24/2024 | Cetera Advisors LLC | 87,060 | $2.29M | 0.0% | +70.3% | 1.030% | |
| 5/24/2024 | Cetera Investment Advisers | 122,058 | $3.21M | 0.0% | +514.3% | 1.444% | |
| 5/23/2024 | FSA Advisors Inc. | 24,582 | $647K | 0.7% | -1.6% | 0.291% | |
| 5/20/2024 | Bullseye Investment Management LLC | 121,122 | $3.19M | 1.9% | -36.8% | 1.433% | |
| 5/14/2024 | CreativeOne Wealth LLC | 10,460 | $275K | 0.0% | +16.0% | 0.124% | |
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| 5/14/2024 | InterOcean Capital Group LLC | 32,176 | $847K | 0.0% | N/A | 0.381% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 37,605 | $989K | 0.0% | -45.8% | 0.425% | |
| 5/9/2024 | SageView Advisory Group LLC | 16,022 | $422K | 0.0% | -87.2% | 0.181% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 49,127 | $1.29M | 0.2% | +355.2% | 0.555% | |
| 5/2/2024 | Vantage Financial Partners LLC | 25,176 | $662K | 0.2% | +43.7% | 0.284% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 40,013 | $1.05M | 0.0% | -18.9% | 0.452% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 810,856 | $21.33M | 0.0% | -3.3% | 9.162% | |
| 4/23/2024 | Strategic Blueprint LLC | 197,059 | $5.19M | 0.4% | +25.3% | 2.214% | |
| 4/23/2024 | Accurate Wealth Management LLC | 9,418 | $245K | 0.1% | +13.7% | 0.106% | |
| 4/22/2024 | Vishria Bird Financial Group LLC | 401,906 | $10.57M | 4.5% | -1.4% | 4.516% | |
