| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 30,995 | $1.15M | 0.0% | +33.3% | 0.080% | |
| 3/12/2025 | Centaurus Financial Inc. | 39,614 | $1.47M | 0.1% | +4.4% | 0.109% | |
| 2/17/2025 | Two Sigma Investments LP | 158,913 | $5.88M | 0.0% | -2.9% | 2.823% | |
| 2/17/2025 | Prodigy Asset Management LLC | 595,076 | $22M | 18.8% | N/A | 10.570% | |
| 2/17/2025 | Captrust Financial Advisors | 645,236 | $23.85M | 0.1% | -3.7% | 11.461% | |
| 2/17/2025 | Bank of America Corp DE | 14,033 | $519K | 0.0% | N/A | 0.249% | |
| 2/17/2025 | Benjamin Edwards Inc. | 26,265 | $971K | 0.0% | +41.1% | 0.467% | |
| 2/14/2025 | Jane Street Group LLC | 36,152 | $1.34M | 0.0% | +57.9% | 0.642% | |
| 2/14/2025 | Comerica Bank | 10,415 | $385K | 0.0% | +26.5% | 0.185% | |
| 2/14/2025 | Berger Financial Group Inc | 12,323 | $456K | 0.0% | -21.2% | 0.219% | |
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| 2/14/2025 | Capital Analysts LLC | 30,903 | $1.14M | 0.0% | N/A | 0.549% | |
| 2/13/2025 | Garden State Investment Advisory Services LLC | 122,050 | $4.51M | 1.3% | +5.0% | 2.168% | |
| 2/13/2025 | Rollins Financial Advisors LLC | 178,380 | $6.60M | 1.0% | +28.9% | 3.168% | |
| 2/13/2025 | Cerity Partners LLC | 37,591 | $1.39M | 0.0% | +254.9% | 0.668% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 84,490 | $3.12M | 0.0% | N/A | 1.501% | |
| 2/12/2025 | NBZ Investment Advisors LLC | 17,478 | $646K | 0.4% | N/A | 0.310% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,719 | $64K | 0.0% | +941.8% | 0.031% | |
| 2/10/2025 | Cozad Asset Management Inc. | 8,363 | $309K | 0.0% | +21.9% | 0.149% | |
| 2/10/2025 | Eaton Financial Holdings Company LLC | 495,198 | $18.31M | 7.0% | +88.0% | 8.796% | |
| 2/10/2025 | First National Trust Co | 486,467 | $17.99M | 0.7% | N/A | 8.641% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 36,258 | $1.34M | 0.0% | N/A | 0.644% | |
| 2/10/2025 | Hopwood Financial Services Inc. | 44,531 | $1.65M | 1.2% | N/A | 0.791% | |
| 2/10/2025 | Farther Finance Advisors LLC | 63,575 | $2.35M | 0.1% | N/A | 1.129% | |
| 2/7/2025 | HighTower Advisors LLC | 54,779 | $2.03M | 0.0% | N/A | 0.973% | |
| 2/6/2025 | M&T Bank Corp | 310,271 | $11.47M | 0.0% | N/A | 5.511% | |
| 2/6/2025 | Gryphon Financial Partners LLC | 9,695 | $358K | 0.1% | N/A | 0.172% | |
| 2/6/2025 | Jones Financial Companies Lllp | 53,005 | $1.96M | 0.0% | +503.0% | 0.941% | |
| 2/4/2025 | Provident Wealth Management LLC | 1,368,509 | $50.59M | 16.9% | +4.9% | 24.307% | |
| 2/4/2025 | Forvis Mazars Wealth Advisors LLC | 390,846 | $14.45M | 0.3% | +33.9% | 6.942% | |
| 2/3/2025 | Sigma Planning Corp | 52,209 | $1.93M | 0.1% | +6.4% | 0.927% | |
| 2/3/2025 | Dahring Cusmano LLC | 37,638 | $1.39M | 1.3% | N/A | 0.669% | |
| 1/30/2025 | Allworth Financial LP | 3,125,816 | $119.88M | 0.7% | +11.0% | 55.521% | |
| 1/30/2025 | MidAtlantic Capital Management Inc. | 6,208 | $230K | 0.2% | -11.6% | 0.110% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 13,833 | $511K | 0.4% | N/A | 0.246% | |
| 1/28/2025 | Stephens Inc. AR | 17,938 | $663K | 0.0% | N/A | 0.319% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 42,688 | $1.59M | 0.1% | N/A | 0.758% | |
| 1/27/2025 | James J. Burns & Company LLC | 252,666 | $9.34M | 1.6% | +12.0% | 4.488% | |
| 1/22/2025 | DHK Financial Advisors Inc. | 39,299 | $1.45M | 0.9% | N/A | 0.698% | |
| 1/22/2025 | Bryant Woods Investment Advisors LLC | 25,171 | $931K | 0.5% | N/A | 0.447% | |
| 1/21/2025 | Alpha Financial Advisors LLC | 32,565 | $1.20M | 0.5% | N/A | 0.578% | |
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| 1/21/2025 | Exchange Traded Concepts LLC | 256,272 | $9.47M | 0.2% | N/A | 4.552% | |
| 1/21/2025 | Lincoln Capital Corp | 62,627 | $2.32M | 1.0% | +2.6% | 1.112% | |
| 1/14/2025 | Cox Capital Mgt LLC | 30,937 | $1.14M | 0.7% | N/A | 0.550% | |
| 1/13/2025 | Future Financial Wealth Managment LLC | 118,947 | $4.40M | 3.2% | +6.2% | 2.113% | |
| 11/22/2024 | Eaton Financial Holdings Company LLC | 263,418 | $9.51M | 3.9% | N/A | 4.679% | |
| 11/15/2024 | Jane Street Group LLC | 22,889 | $827K | 0.0% | -36.3% | 0.407% | |
| 11/15/2024 | Garden State Investment Advisory Services LLC | 116,276 | $4.20M | 1.3% | +10.4% | 2.065% | |
| 11/15/2024 | Benjamin Edwards Inc. | 18,614 | $672K | 0.0% | N/A | 0.331% | |
| 11/14/2024 | Captrust Financial Advisors | 670,086 | $24.20M | 0.1% | -1.1% | 11.902% | |
| 11/12/2024 | Centaurus Financial Inc. | 37,959 | $1.37M | 0.1% | N/A | 0.674% | |
| 11/7/2024 | MidAtlantic Capital Management Inc. | 7,025 | $254K | 0.2% | N/A | 0.125% | |
| 11/4/2024 | Sigma Planning Corp | 49,088 | $1.77M | 0.1% | -17.3% | 0.872% | |
| 10/31/2024 | Cozad Asset Management Inc. | 6,863 | $248K | 0.0% | N/A | 0.122% | |
| 10/30/2024 | James J. Burns & Company LLC | 225,538 | $8.14M | 1.5% | +17.4% | 4.006% | |
| 10/24/2024 | OMNI 360 Wealth Inc. | 5,660 | $204K | 0.1% | N/A | 0.101% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 23,255 | $840K | 0.0% | -5.0% | 0.413% | |
| 10/23/2024 | Allworth Financial LP | 2,817,249 | $101.73M | 0.6% | N/A | 50.040% | |
| 10/23/2024 | Lincoln Capital Corp | 61,023 | $2.20M | 0.9% | +5.2% | 1.084% | |
| 10/16/2024 | Provident Wealth Management LLC | 1,304,828 | $47.12M | 16.1% | +2.8% | 23.176% | |
| 10/8/2024 | Future Financial Wealth Managment LLC | 112,054 | $4.05M | 2.9% | +5.6% | 1.990% | |
| 8/13/2024 | Garden State Investment Advisory Services LLC | 105,321 | $3.62M | 1.2% | +68.1% | 1.871% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 16,004 | $550K | 0.0% | +8.2% | 0.284% | |
| 8/7/2024 | Bright Futures Wealth Management LLC. | 26,407 | $884K | 0.4% | N/A | 0.469% | |
| 7/26/2024 | Financial Connections Group Inc. | 3,741 | $128K | 0.1% | +66.9% | 0.066% | |
| 7/17/2024 | James J. Burns & Company LLC | 192,040 | $6.60M | 1.3% | +153.3% | 3.411% | |
| 7/17/2024 | Provident Wealth Management LLC | 1,269,457 | $43.66M | 16.0% | +112.6% | 22.548% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 24,491 | $842K | 0.0% | -1.7% | 0.435% | |
| 5/4/2024 | Financial Connections Group Inc. | 2,241 | $74K | 0.1% | +2,928.4% | 0.040% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 14,797 | $485K | 0.0% | +84.2% | 0.263% | |
| 4/23/2024 | James J. Burns & Company LLC | 75,819 | $2.46M | 0.9% | N/A | 1.399% | |
| 4/22/2024 | Provident Wealth Management LLC | 597,124 | $19.59M | 7.3% | N/A | 11.017% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 69,225 | $2.27M | 0.1% | N/A | 1.277% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 24,926 | $818K | 0.0% | +82.2% | 0.460% | |
| 4/15/2024 | Future Financial Wealth Managment LLC | 108,278 | $3.55M | 2.7% | N/A | 1.998% | |
| 2/12/2024 | Eaton Financial Holdings Company LLC | 99,510 | $2.93M | 0.7% | N/A | 8.965% | |
| 2/8/2024 | Kickstand Ventures LLC. | 6,847 | $201K | 0.1% | -71.1% | 0.617% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 8,035 | $236K | 0.0% | N/A | 0.724% | |
| 2/1/2024 | Sigma Planning Corp | 28,296 | $832K | 0.1% | -17.5% | 2.549% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 10,831 | $318K | 0.0% | N/A | 0.976% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 15,311 | $403K | 0.0% | N/A | 1.379% | |
| 11/6/2023 | Sigma Planning Corp | 34,312 | $902K | 0.0% | N/A | 3.091% | |
| 5/8/2023 | MGO One Seven LLC | 21,294 | $523K | 0.0% | N/A | 2.108% | |
| 4/27/2023 | Benjamin F. Edwards & Company Inc. | 6,850 | $168K | 0.0% | -21.3% | 0.678% | |
| 2/13/2023 | Tcwp LLC | 49,397 | $1.12M | 0.2% | +21.2% | 4.843% | |
| 5/4/2022 | Benjamin F. Edwards & Company Inc. | 8,338 | $225K | 0.0% | N/A | 0.942% | |
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