| 11/15/2024 | Geller Advisors LLC | 126,180 | $3.23M | 0.2% | +24.6% | 0.726% | |
| 11/15/2024 | MML Investors Services LLC | 146,695 | $3.76M | 0.0% | +0.6% | 0.844% | |
| 11/15/2024 | Jane Street Group LLC | 14,778 | $378K | 0.0% | -43.4% | 0.085% | |
| 11/15/2024 | IHT Wealth Management LLC | 310,252 | $7.95M | 0.2% | +1,692.1% | 1.785% | |
| 11/15/2024 | Investmark Advisory Group LLC | 9,529 | $244K | 0.1% | +14.7% | 0.055% | |
| 11/15/2024 | Benjamin Edwards Inc. | 82,122 | $2.10M | 0.0% | N/A | 0.473% | |
|
| 11/13/2024 | Private Trust Co. NA | 6,751 | $173K | 0.0% | +418.9% | 0.039% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 172,572 | $4.42M | 0.1% | +1.7% | 0.993% | |
| 11/8/2024 | Grant Street Asset Management Inc. | 1,443,197 | $36.96M | 10.8% | +5.2% | 8.304% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 8,220 | $211K | 0.0% | N/A | 0.047% | |
| 11/5/2024 | First Heartland Consultants Inc. | 16,224 | $415K | 0.0% | -11.6% | 0.093% | |
| 11/4/2024 | Tyler Stone Wealth Management | 38,910 | $996K | 0.2% | +132.3% | 0.224% | |
| 11/2/2024 | Carr Financial Group Corp | 8,800 | $225K | 0.1% | N/A | 0.051% | |
| 11/1/2024 | Atria Investments Inc | 54,835 | $1.40M | 0.0% | -2.2% | 0.316% | |
| 11/1/2024 | Objective Capital Management LLC | 120,380 | $3.08M | 1.8% | N/A | 0.693% | |
| 11/1/2024 | SpiderRock Advisors LLC | 56,223 | $1.44M | 0.0% | N/A | 0.323% | |
| 10/31/2024 | Sittner & Nelson LLC | 22,870 | $586K | 0.3% | +20.4% | 0.132% | |
| 10/30/2024 | United Advisor Group LLC | 13,383 | $343K | 0.1% | +19.7% | 0.077% | |
| 10/25/2024 | Golden State Equity Partners | 319,413 | $8.18M | 1.8% | -7.6% | 1.838% | |
| 10/25/2024 | Strategic Blueprint LLC | 13,829 | $354K | 0.0% | N/A | 0.080% | |
| 10/25/2024 | Worth Financial Advisory Group LLC | 8,302 | $213K | 0.1% | N/A | 0.048% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 2,552,387 | $65.37M | 0.1% | +22.6% | 14.686% | |
| 10/23/2024 | Joel Isaacson & Co. LLC | 18,470 | $473K | 0.0% | +52.6% | 0.106% | |
| 10/23/2024 | Financial Management Network Inc. | 132,982 | $3.41M | 0.7% | +1.9% | 0.765% | |
| 10/22/2024 | SOL Capital Management CO | 190,590 | $4.88M | 0.5% | +15.4% | 1.097% | |
| 10/22/2024 | Private Advisor Group LLC | 351,345 | $9.00M | 0.1% | +5.6% | 2.022% | |
| 10/21/2024 | Bluesphere Advisors LLC | 16,594 | $425K | 0.2% | -68.5% | 0.095% | |
| 10/18/2024 | Raymond James & Associates | 184,599 | $4.73M | 0.0% | +129.8% | 1.062% | |
| 10/16/2024 | Avaii Wealth Management LLC | 17,989 | $461K | 0.2% | +41.5% | 0.104% | |
| 10/16/2024 | Provident Wealth Management LLC | 142,442 | $3.65M | 1.2% | -31.5% | 0.820% | |
| 10/16/2024 | Leisure Capital Management | 381,026 | $9.76M | 4.2% | +102.3% | 2.192% | |
| 10/8/2024 | Towneley Capital Management Inc DE | 1,135,366 | $29.08M | 6.6% | +1.1% | 6.533% | |
| 9/5/2024 | Sanctuary Advisors LLC | 75,933 | $1.92M | 0.0% | N/A | 0.437% | |
| 8/21/2024 | Truist Financial Corp | 29,681 | $751K | 0.0% | +5.8% | 0.171% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 80,123 | $2.03M | 0.0% | -0.9% | 0.461% | |
| 8/12/2024 | Waterloo Capital L.P. | 8,928 | $226K | 0.0% | N/A | 0.051% | |
| 8/10/2024 | Frisch Financial Group Inc. | 8,099 | $205K | 0.1% | N/A | 0.047% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 303,796 | $7.68M | 0.0% | +65.9% | 1.748% | |
| 8/8/2024 | LPL Financial LLC | 4,174,033 | $105.56M | 0.1% | +36.9% | 24.016% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 661,080 | $16.72M | 0.0% | +22.6% | 3.804% | |
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| 7/30/2024 | Wolf Group Capital Advisors | 15,702 | $397K | 0.2% | -12.8% | 0.090% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,500 | $38K | 0.0% | N/A | 0.009% | |
| 7/30/2024 | Golden State Equity Partners | 345,598 | $8.74M | 1.8% | N/A | 1.988% | |
| 7/27/2024 | Leisure Capital Management | 188,320 | $4.76M | 2.2% | N/A | 1.084% | |
| 7/26/2024 | Harbour Investments Inc. | 16,986 | $430K | 0.0% | -4.2% | 0.098% | |
| 7/25/2024 | First Heartland Consultants Inc. | 18,350 | $464K | 0.0% | +10.3% | 0.106% | |
| 7/23/2024 | SOL Capital Management CO | 165,085 | $4.18M | 0.5% | +47.4% | 0.950% | |
| 7/23/2024 | Towneley Capital Management Inc DE | 1,122,554 | $28.39M | 6.7% | N/A | 6.459% | |
| 7/19/2024 | Western Wealth Management LLC | 46,449 | $1.18M | 0.1% | +272.3% | 0.267% | |
| 7/19/2024 | SFG Wealth Management LLC. | 52,316 | $1.32M | 0.8% | +4.7% | 0.301% | |
| 7/19/2024 | Raymond James & Associates | 80,332 | $2.03M | 0.0% | +72.5% | 0.462% | |
| 7/18/2024 | WealthCare Investment Partners LLC | 10,079 | $255K | 0.1% | -10.7% | 0.058% | |
| 7/17/2024 | Archford Capital Strategies LLC | 52,245 | $1.32M | 0.2% | N/A | 0.301% | |
| 7/17/2024 | Provident Wealth Management LLC | 207,863 | $5.26M | 1.9% | -24.8% | 1.196% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 169,753 | $4.29M | 0.1% | N/A | 0.977% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 2,081,296 | $52.64M | 0.1% | +21.0% | 11.975% | |
| 7/10/2024 | Lantz Financial LLC | 60,090 | $1.52M | 0.5% | +27.0% | 0.346% | |
| 7/2/2024 | Transcend Capital Advisors LLC | 182,674 | $4.62M | 0.3% | -1.2% | 1.051% | |
| 6/5/2024 | Objective Capital Management LLC | 113,785 | $2.67M | 1.8% | N/A | 0.655% | |
| 5/21/2024 | Atria Investments Inc | 65,719 | $1.54M | 0.0% | +10.5% | 0.378% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 160,362 | $3.76M | 0.0% | +11.8% | 0.923% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 10,578 | $248K | 0.0% | +5.8% | 0.061% | |
| 5/1/2024 | Grant Street Asset Management Inc. | 1,342,438 | $31.51M | 10.2% | +75.5% | 8.161% | |
| 4/30/2024 | Private Advisor Group LLC | 318,158 | $7.47M | 0.1% | +15.0% | 1.934% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 539,106 | $12.65M | 0.0% | +61.2% | 3.277% | |
| 4/26/2024 | SFG Wealth Management LLC. | 49,969 | $1.17M | 0.7% | +1.1% | 0.304% | |
| 4/24/2024 | SOL Capital Management CO | 112,030 | $2.63M | 0.3% | +26.7% | 0.681% | |
| 4/23/2024 | Fifth Third Bancorp | 2,047 | $48K | 0.0% | N/A | 0.012% | |
| 4/23/2024 | Bluesphere Advisors LLC | 33,968 | $797K | 0.4% | +187.5% | 0.206% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 182,882 | $4.29M | 0.0% | +662.9% | 1.112% | |
| 4/22/2024 | Provident Wealth Management LLC | 276,388 | $6.49M | 2.4% | N/A | 1.680% | |
| 4/22/2024 | Financial Management Network Inc. | 85,415 | $1.97M | 0.5% | +33.6% | 0.519% | |
| 4/18/2024 | WJ Wealth Management LLC | 400,023 | $9.39M | 3.7% | +56.3% | 2.432% | |
| 4/16/2024 | Fidelity D & D Bancorp Inc. | 16,350 | $384K | 0.3% | N/A | 0.099% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,719,898 | $40.37M | 0.1% | +5.1% | 10.455% | |
| 8/15/2023 | Grant Street Asset Management Inc. | 691,830 | $12.83M | 4.9% | +6.2% | 7.423% | |
| 8/10/2023 | Osaic Holdings Inc. | 150,011 | $2.78M | 0.0% | +193.2% | 1.610% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 239,447 | $4.44M | 0.0% | +30.9% | 2.569% | |
| 8/10/2023 | Private Advisor Group LLC | 131,043 | $2.43M | 0.0% | +8.2% | 1.406% | |
| 8/8/2023 | Synovus Financial Corp | 164,982 | $3.06M | 0.0% | +4.5% | 1.770% | |
| 8/4/2023 | Atria Investments Inc | 55,918 | $1.04M | 0.0% | N/A | 0.600% | |
| 7/31/2023 | LPL Financial LLC | 903,611 | $16.75M | 0.0% | +246.7% | 13.039% | |
| 7/28/2023 | Financial Management Network Inc. | 23,440 | $435K | 0.2% | N/A | 0.338% | |
| 7/26/2023 | First Heartland Consultants Inc. | 10,489 | $194K | 0.0% | N/A | 0.151% | |
| 7/17/2023 | SFG Wealth Management LLC. | 48,073 | $891K | 0.7% | N/A | 0.694% | |
| 7/13/2023 | Transcend Capital Advisors LLC | 89,706 | $1.66M | 0.2% | N/A | 1.294% | |
| 7/13/2023 | WealthCare Investment Partners LLC | 11,204 | $208K | 0.1% | +7.3% | 0.162% | |
| 7/12/2023 | Lantz Financial LLC | 26,201 | $486K | 0.2% | +53.3% | 0.378% | |
| 5/16/2023 | Grant Street Asset Management Inc. | 651,742 | $10.51M | 4.3% | +5.4% | 9.514% | |
| 5/11/2023 | Synovus Financial Corp | 157,828 | $2.54M | 0.0% | +4.3% | 2.304% | |
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| 5/11/2023 | Commonwealth Equity Services LLC | 182,869 | $2.95M | 0.0% | +15.7% | 2.670% | |
| 5/11/2023 | Frisch Financial Group Inc. | 15,210 | $245K | 0.1% | -95.8% | 0.222% | |
| 5/10/2023 | Private Advisor Group LLC | 121,075 | $1.95M | 0.0% | N/A | 1.768% | |
| 5/10/2023 | LPL Financial LLC | 260,664 | $4.20M | 0.0% | +10.7% | 3.805% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 92,821 | $1.50M | 0.0% | +15.6% | 1.355% | |
| 4/27/2023 | Benjamin F. Edwards & Company Inc. | 51,534 | $831K | 0.0% | +38.1% | 0.752% | |
| 4/19/2023 | SOL Capital Management CO | 70,134 | $1.13M | 0.2% | +29.3% | 1.063% | |
| 4/10/2023 | Lantz Financial LLC | 17,093 | $276K | 0.1% | N/A | 0.259% | |
| 4/10/2023 | WealthCare Investment Partners LLC | 10,446 | $168K | 0.1% | -37.0% | 0.158% | |
| 2/14/2023 | Grant Street Asset Management Inc. | 618,559 | $8.39M | 3.6% | +2,952.5% | 9.415% | |
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