| 2/18/2025 | 10Elms LLP | 1,027 | $49K | 0.1% | N/A | 0.013% | |
| 2/17/2025 | Waverly Advisors LLC | 5,181 | $245K | 0.0% | +16.0% | 0.067% | |
| 2/17/2025 | WBI Investments LLC | 17,117 | $808K | 0.2% | -16.4% | 0.223% | |
| 2/17/2025 | Two Sigma Investments LP | 17,500 | $826K | 0.0% | -63.1% | 0.228% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 26,709 | $1.26M | 0.0% | -13.4% | 0.347% | |
| 2/17/2025 | Cetera Investment Advisers | 36,703 | $1.73M | 0.0% | +5.4% | 0.477% | |
| 2/17/2025 | Bank of America Corp DE | 121,463 | $5.74M | 0.0% | -6.9% | 1.579% | |
| 2/17/2025 | Ameriprise Financial Inc. | 19,570 | $924K | 0.0% | -8.3% | 0.254% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 50,742 | $2.40M | 0.0% | -1.7% | 0.660% | |
| 2/14/2025 | Eagle Strategies LLC | 10,255 | $484K | 0.1% | +3.5% | 0.133% | |
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| 2/14/2025 | Comerica Bank | 2,972 | $140K | 0.0% | -7.2% | 0.039% | |
| 2/14/2025 | Two Sigma Securities LLC | 4,344 | $205K | 0.0% | N/A | 0.056% | |
| 2/14/2025 | Transce3nd LLC | 866 | $41K | 0.0% | N/A | 0.011% | |
| 2/13/2025 | Mariner LLC | 7,029 | $332K | 0.0% | N/A | 0.091% | |
| 2/13/2025 | Raymond James Financial Inc. | 24,642 | $1.16M | 0.0% | N/A | 0.320% | |
| 2/13/2025 | Invesco Ltd. | 5,823 | $275K | 0.0% | -11.7% | 0.076% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 55,469 | $2.62M | 0.0% | -10.5% | 0.721% | |
| 2/13/2025 | Wells Fargo & Company MN | 133,710 | $6.32M | 0.0% | -22.2% | 1.739% | |
| 2/11/2025 | LPL Financial LLC | 210,003 | $9.92M | 0.0% | +1.4% | 2.731% | |
| 2/11/2025 | Virtu Financial LLC | 19,386 | $916K | 0.0% | N/A | 0.252% | |
| 2/10/2025 | IMG Wealth Management Inc. | 1,038 | $49K | 0.0% | N/A | 0.013% | |
| 2/10/2025 | SlateStone Wealth LLC | 7,432 | $351K | 0.0% | -6.5% | 0.097% | |
| 2/10/2025 | Harbour Investments Inc. | 55,058 | $2.60M | 0.1% | -2.6% | 0.716% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 139,593 | $6.59M | 0.0% | -2.3% | 1.815% | |
| 2/7/2025 | Sequoia Financial Advisors LLC | 130,591 | $6.17M | 0.1% | N/A | 1.698% | |
| 2/6/2025 | Raymond James Financial Inc. | 24,642 | $1.16M | 0.0% | N/A | 0.320% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 2,528 | $119K | 0.0% | +53.9% | 0.033% | |
| 2/6/2025 | Jones Financial Companies Lllp | 22,539 | $1.06M | 0.0% | +79.2% | 0.293% | |
| 2/3/2025 | Private Advisor Group LLC | 30,881 | $1.46M | 0.0% | -2.3% | 0.402% | |
| 2/3/2025 | Laidlaw Wealth Management LLC | 23,765 | $1.12M | 0.5% | -19.7% | 0.309% | |
| 1/31/2025 | Truist Financial Corp | 17,604 | $831K | 0.0% | -4.3% | 0.229% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 65,924 | $3.11M | 0.1% | N/A | 0.857% | |
| 1/30/2025 | American Financial Advisors LLC | 10,259 | $484K | 0.1% | -3.0% | 0.133% | |
| 1/28/2025 | Wilmington Savings Fund Society FSB | 4,572 | $216K | 0.0% | N/A | 0.059% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 65,924 | $3.11M | 0.0% | N/A | 0.857% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 22,466 | $1.06M | 0.0% | N/A | 0.292% | |
| 1/24/2025 | Eagle Bluffs Wealth Management LLC | 84,103 | $3.97M | 2.1% | +6.3% | 1.094% | |
| 1/23/2025 | SteelPeak Wealth LLC | 13,237 | $625K | 0.0% | +4.1% | 0.172% | |
| 1/22/2025 | Armbruster Capital Management Inc. | 197,899 | $9.35M | 1.9% | +2.4% | 2.573% | |
| 1/21/2025 | Accel Wealth Management | 6,627 | $313K | 0.1% | -5.8% | 0.086% | |
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| 1/17/2025 | Janney Montgomery Scott LLC | 7,177 | $339K | 0.0% | +7.6% | 0.093% | |
| 1/15/2025 | Procyon Advisors LLC | 4,642 | $219K | 0.0% | N/A | 0.060% | |
| 1/15/2025 | RDA Financial Network | 8,235 | $389K | 0.1% | -38.8% | 0.107% | |
| 1/13/2025 | Miracle Mile Advisors LLC | 5,899 | $279K | 0.0% | -58.1% | 0.077% | |
| 1/13/2025 | Brookstone Capital Management | 208,336 | $9.84M | 0.1% | -3.6% | 2.709% | |
| 11/25/2024 | Sanctuary Advisors LLC | 5,263 | $267K | 0.0% | N/A | 0.068% | |
| 11/22/2024 | Sculati Wealth Management LLC | 64,889 | $2.87M | 1.2% | -52.8% | 0.844% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 4,294 | $206K | 0.0% | N/A | 0.056% | |
| 11/15/2024 | MML Investors Services LLC | 9,754 | $469K | 0.0% | -21.5% | 0.127% | |
| 11/15/2024 | SageView Advisory Group LLC | 5,094 | $245K | 0.0% | -10.1% | 0.066% | |
| 11/13/2024 | FMR LLC | 595 | $29K | 0.0% | +6,511.1% | 0.008% | |
| 11/13/2024 | D.A. Davidson & CO. | 4,225 | $203K | 0.0% | N/A | 0.055% | |
| 11/13/2024 | Private Trust Co. NA | 2,865 | $138K | 0.0% | -6.8% | 0.037% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 10,941 | $526K | 0.0% | -11.4% | 0.142% | |
| 11/5/2024 | Harbour Investments Inc. | 56,524 | $2.72M | 0.1% | -1.4% | 0.735% | |
| 11/4/2024 | Eagle Bluffs Wealth Management LLC | 79,114 | $3.81M | 2.1% | +2.3% | 1.029% | |
| 10/25/2024 | SteelPeak Wealth LLC | 12,719 | $612K | 0.0% | -2.9% | 0.165% | |
| 10/25/2024 | American Financial Advisors LLC | 10,576 | $509K | 0.1% | -2.2% | 0.138% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 49,363 | $2.38M | 0.0% | -8.0% | 0.642% | |
| 10/22/2024 | Private Advisor Group LLC | 31,620 | $1.52M | 0.0% | -4.0% | 0.411% | |
| 10/15/2024 | RDA Financial Network | 13,448 | $647K | 0.2% | -26.2% | 0.175% | |
| 10/9/2024 | Pacific Sun Financial Corp | 4,525 | $218K | 0.1% | -4.6% | 0.059% | |
| 10/8/2024 | Brookstone Capital Management | 216,133 | $10.40M | 0.2% | -0.6% | 2.811% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 14,093 | $678K | 0.0% | -10.5% | 0.183% | |
| 8/22/2024 | Cetera Investment Advisers | 35,545 | $1.55M | 0.0% | -2.2% | 0.462% | |
| 8/21/2024 | Truist Financial Corp | 18,751 | $819K | 0.0% | -14.0% | 0.244% | |
| 8/12/2024 | ProVise Management Group LLC | 90,844 | $3.97M | 0.3% | +4.9% | 1.181% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 53,030 | $2.32M | 0.0% | -6.8% | 0.690% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 62,075 | $2.71M | 0.0% | -6.4% | 0.807% | |
| 8/8/2024 | HBK Sorce Advisory LLC | 11,550 | $504K | 0.0% | -8.7% | 0.150% | |
| 8/8/2024 | Eagle Strategies LLC | 9,860 | $430K | 0.1% | N/A | 0.128% | |
| 8/8/2024 | Hazlett Burt & Watson Inc. | 1,293 | $56K | 0.0% | +47.6% | 0.017% | |
| 8/6/2024 | Chris Bulman Inc | 2,628 | $115K | 0.1% | N/A | 0.034% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 1,362,082 | $595K | 0.0% | +4,871.5% | 17.712% | |
| 8/5/2024 | Private Advisor Group LLC | 32,946 | $1.44M | 0.0% | -25.4% | 0.428% | |
| 8/1/2024 | Laidlaw Wealth Management LLC | 25,835 | $1.13M | 0.6% | -5.1% | 0.336% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 146,307 | $6.39M | 0.0% | -3.7% | 1.903% | |
| 7/30/2024 | WBI Investments LLC | 20,514 | $896K | 0.2% | -17.2% | 0.267% | |
| 7/30/2024 | First Personal Financial Services | 2,180 | $95K | 0.0% | -23.0% | 0.028% | |
| 7/29/2024 | Armbruster Capital Management Inc. | 192,589 | $8.41M | 1.7% | +9.8% | 2.504% | |
| 7/29/2024 | Ridgewood Investments LLC | 3,300 | $144K | 0.1% | N/A | 0.043% | |
| 7/26/2024 | Harbour Investments Inc. | 57,329 | $2.50M | 0.1% | +2.9% | 0.746% | |
| 7/22/2024 | Eagle Bluffs Wealth Management LLC | 77,346 | $3.38M | 2.0% | +4.0% | 1.006% | |
| 7/19/2024 | Pacific Sun Financial Corp | 4,745 | $207K | 0.1% | -11.6% | 0.062% | |
| 7/18/2024 | Brookstone Capital Management | 217,478 | $10.29M | 0.2% | -2.7% | 2.828% | |
| 7/18/2024 | Miracle Mile Advisors LLC | 15,745 | $687K | 0.0% | -5.6% | 0.205% | |
| 7/17/2024 | SteelPeak Wealth LLC | 13,100 | $572K | 0.0% | +9.2% | 0.170% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 53,659 | $2.34M | 0.0% | -1.4% | 0.698% | |
| 7/12/2024 | Accel Wealth Management | 7,664 | $335K | 0.1% | +7.8% | 0.100% | |
| 7/10/2024 | RDA Financial Network | 18,219 | $795K | 0.3% | -43.8% | 0.237% | |
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| 7/10/2024 | CWM LLC | 3,217 | $140K | 0.0% | -19.4% | 0.042% | |
| 5/24/2024 | Cetera Advisors LLC | 15,519 | $686K | 0.0% | +153.0% | 0.202% | |
| 5/24/2024 | Cetera Investment Advisers | 36,340 | $1.61M | 0.0% | +424.5% | 0.473% | |
| 5/14/2024 | Sculati Wealth Management LLC | 64,889 | $2.87M | 1.2% | +4.6% | 0.844% | |
| 5/9/2024 | ProVise Management Group LLC | 86,604 | $3.83M | 0.3% | +7.7% | 1.126% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 12,312 | $544K | 0.0% | -9.3% | 0.160% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 12,675 | $560K | 0.0% | -12.7% | 0.165% | |
| 5/4/2024 | WBI Investments LLC | 24,789 | $1.10M | 0.2% | +28.5% | 0.322% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 6,583 | $291K | 0.0% | -11.5% | 0.086% | |
| 4/30/2024 | Private Advisor Group LLC | 44,184 | $1.95M | 0.0% | -0.9% | 0.575% | |
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