| 5/16/2024 | B. Riley Wealth Advisors Inc. | 50,229 | $2.40M | 0.1% | +50.9% | 0.088% | |
| 5/16/2024 | Kinloch Capital LLC | 5,760 | $275K | 0.1% | N/A | 0.010% | |
| 5/15/2024 | Kestra Advisory Services LLC | 443,797 | $21.18M | 0.1% | +7.9% | 0.777% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 28,634 | $1.37M | 0.0% | -7.2% | 0.050% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,454,224 | $69.40M | 0.2% | -1.5% | 2.547% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 4,705 | $225K | 0.0% | -18.5% | 0.008% | |
|
| 5/8/2024 | Camarda Financial Advisors LLC | 124,933 | $5.96M | 2.4% | -7.3% | 0.219% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 250,101 | $11.94M | 0.1% | +5.5% | 0.438% | |
| 5/8/2024 | Inspire Advisors LLC | 10,703 | $511K | 0.1% | -10.2% | 0.019% | |
| 5/7/2024 | American Planning Services Inc. | 469,351 | $22.40M | 16.2% | +1.6% | 0.822% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 27,727 | $1.32M | 0.1% | -5.8% | 0.049% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 28,584 | $1.36M | 0.0% | +4.8% | 0.050% | |
| 5/7/2024 | PFG Advisors | 147,910 | $7.06M | 0.5% | +4.3% | 0.259% | |
| 5/7/2024 | Insight Advisors LLC PA | 5,385 | $257K | 0.0% | -3.8% | 0.009% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,369 | $543K | 0.0% | +25.7% | 0.020% | |
| 5/4/2024 | SPC Financial Inc. | 94,178 | $4.49M | 0.4% | +12.9% | 0.165% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 240,160 | $11.46M | 0.5% | +12.3% | 0.421% | |
| 5/4/2024 | WBI Investments LLC | 142,688 | $6.81M | 1.4% | -27.1% | 0.250% | |
| 5/2/2024 | Magnolia Capital Advisors LLC | 91,043 | $4.11M | 3.4% | +2.9% | 0.159% | |
| 5/1/2024 | StoneX Group Inc. | 19,474 | $929K | 0.1% | +1.2% | 0.034% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 42,123 | $2.01M | 0.0% | +3.2% | 0.074% | |
| 4/30/2024 | Private Advisor Group LLC | 125,785 | $6.00M | 0.0% | +1.7% | 0.220% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 65,488 | $3.13M | 0.2% | +7.4% | 0.115% | |
| 4/30/2024 | Curtis Advisory Group LLC | 30,347 | $1.45M | 0.6% | +13.4% | 0.053% | |
| 4/30/2024 | Beam Wealth Advisors Inc. | 31,247 | $1.49M | 0.9% | -3.7% | 0.055% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,258,345 | $60.05M | 0.1% | +5.4% | 2.204% | |
| 4/26/2024 | Schmidt P J Investment Management Inc. | 17,648 | $842K | 0.2% | +132.4% | 0.031% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 6,843 | $327K | 0.0% | -48.4% | 0.012% | |
| 4/26/2024 | MONECO Advisors LLC | 140,834 | $6.72M | 1.1% | +2.6% | 0.248% | |
| 4/25/2024 | Eudaimonia Partners LLC | 8,790 | $419K | 0.1% | -18.9% | 0.015% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 601,490 | $28.70M | 0.1% | +4.0% | 1.060% | |
| 4/24/2024 | Private Trust Co. NA | 22,410 | $1.07M | 0.1% | +4.7% | 0.039% | |
| 4/24/2024 | Spire Wealth Management | 10,691 | $510K | 0.0% | -3.6% | 0.019% | |
| 4/23/2024 | Lunt Capital Management Inc. | 30,911 | $1.48M | 0.7% | +29.5% | 0.054% | |
| 4/23/2024 | Global Retirement Partners LLC | 49,329 | $2.35M | 0.1% | +9.4% | 0.087% | |
| 4/23/2024 | Tyche Wealth Partners LLC | 215,139 | $10.27M | 2.5% | -8.1% | 0.379% | |
| 4/23/2024 | Clarus Group Inc. | 51,982 | $2.48M | 1.7% | +0.7% | 0.092% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,520,275 | $72.55M | 0.1% | -2.8% | 2.679% | |
| 4/22/2024 | Oakworth Capital Inc. | 4,560 | $218K | 0.0% | -27.2% | 0.008% | |
| 4/22/2024 | Raymond James & Associates | 723,098 | $34.51M | 0.0% | -0.3% | 1.274% | |
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| 4/22/2024 | MBL Wealth LLC | 264,067 | $12.60M | 1.4% | +0.3% | 0.465% | |
| 4/22/2024 | American Institute for Advanced Investment Management LLP | 28,045 | $1.34M | 1.1% | -3.0% | 0.049% | |
| 4/19/2024 | Advisor Resource Council | 32,883 | $1.57M | 0.6% | -18.2% | 0.058% | |
| 4/19/2024 | Westside Investment Management Inc. | 3,750 | $179K | 0.0% | -6.3% | 0.007% | |
| 4/18/2024 | Silverlake Wealth Management LLC | 9,803 | $468K | 0.2% | -3.7% | 0.017% | |
| 4/18/2024 | ADE LLC | 34,950 | $1.67M | 1.1% | +2.3% | 0.062% | |
| 4/16/2024 | Kathmere Capital Management LLC | 40,212 | $1.92M | 0.2% | -8.7% | 0.071% | |
| 4/16/2024 | Calton & Associates Inc. | 14,486 | $691K | 0.3% | N/A | 0.026% | |
| 4/16/2024 | Capital Asset Advisory Services LLC | 28,634 | $1.36M | 0.1% | -7.2% | 0.050% | |
| 4/15/2024 | Sovereign Financial Group Inc. | 16,976 | $810K | 0.2% | +40.4% | 0.030% | |
| 4/15/2024 | Brookstone Capital Management | 10,167 | $485K | 0.0% | +3.2% | 0.018% | |
| 4/15/2024 | Financial Enhancement Group LLC | 223,569 | $10.42M | 1.7% | -3.7% | 0.394% | |
| 4/12/2024 | Whitaker Myers Wealth Managers LTD. | 73,466 | $3.51M | 1.5% | +0.6% | 0.129% | |
| 4/11/2024 | International Assets Investment Management LLC | 13,216 | $630K | 0.0% | +30.0% | 0.025% | |
| 4/10/2024 | Ferguson Shapiro LLC | 600,239 | $28.64M | 13.2% | -16.1% | 1.131% | |
| 4/10/2024 | Park Avenue Securities LLC | 4,641 | $221K | 0.0% | N/A | 0.009% | |
| 4/10/2024 | EWG Elevate Inc. | 23,693 | $1.13M | 0.4% | +2.0% | 0.045% | |
| 4/9/2024 | Welch Group LLC | 20,807 | $993K | 0.0% | -6.8% | 0.039% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 33,284 | $1.46M | 0.0% | -33.7% | 0.063% | |
| 3/13/2024 | MONECO Advisors LLC | 137,209 | $5.94M | 1.1% | +6.5% | 0.259% | |
| 2/21/2024 | WNY Asset Management LLC | 10,479 | $453K | 0.1% | +28.9% | 0.020% | |
| 2/15/2024 | Comerica Bank | 34,625 | $1.50M | 0.0% | -1.6% | 0.065% | |
| 2/14/2024 | CFS Investment Advisory Services LLC | 1,895,645 | $82.03M | 14.8% | +0.8% | 3.573% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 414,004 | $17.91M | 0.1% | -4.5% | 0.780% | |
| 2/13/2024 | Oppenheimer & Co. Inc. | 27,275 | $1.18M | 0.0% | -4.8% | 0.051% | |
| 2/13/2024 | SWS Partners | 4,962 | $215K | 0.1% | N/A | 0.009% | |
| 2/12/2024 | StoneX Group Inc. | 19,236 | $842K | 0.1% | -1.5% | 0.036% | |
| 2/12/2024 | Stifel Financial Corp | 289,492 | $12.53M | 0.0% | +6.5% | 0.546% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 228,806 | $9.90M | 0.1% | +2.7% | 0.431% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 578,426 | $25.03M | 0.1% | +24.5% | 1.090% | |
| 2/9/2024 | WBI Investments LLC | 195,746 | $8.47M | 1.7% | -9.9% | 0.369% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 2,229 | $96K | 0.0% | +873.4% | 0.004% | |
| 2/9/2024 | D.A. Davidson & CO. | 13,910 | $602K | 0.0% | -6.5% | 0.026% | |
| 2/9/2024 | Wells Fargo & Company MN | 2,543,424 | $110.05M | 0.0% | +6.3% | 4.794% | |
| 2/9/2024 | UBS Group AG | 1,422,705 | $61.56M | 0.0% | -3.0% | 2.682% | |
| 2/8/2024 | Level Four Advisory Services LLC | 348,900 | $15.10M | 0.8% | -4.3% | 0.658% | |
| 2/8/2024 | Financial Advocates Investment Management | 102,304 | $4.45M | 0.3% | +2.1% | 0.193% | |
| 2/8/2024 | Eudaimonia Partners LLC | 10,835 | $469K | 0.1% | -56.6% | 0.020% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 40,818 | $1.77M | 0.0% | +11.0% | 0.077% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 237,147 | $10.26M | 0.1% | +149.9% | 0.447% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 9,045 | $391K | 0.0% | +50.9% | 0.017% | |
| 2/7/2024 | American Planning Services Inc. | 462,002 | $19.99M | 15.3% | +0.5% | 0.871% | |
| 2/6/2024 | Meridian Wealth Advisors LLC | 205,749 | $8.90M | 1.9% | -0.3% | 0.388% | |
| 2/6/2024 | Sovereign Financial Group Inc. | 12,092 | $523K | 0.2% | +58.1% | 0.023% | |
| 2/6/2024 | Apollon Wealth Management LLC | 14,415 | $624K | 0.0% | N/A | 0.027% | |
| 2/6/2024 | Lincoln National Corp | 20,623 | $892K | 0.0% | -13.6% | 0.039% | |
| 2/6/2024 | Private Advisor Group LLC | 123,714 | $5.35M | 0.0% | -2.5% | 0.233% | |
| 2/6/2024 | Avalon Trust Co | 4,339 | $188K | 0.0% | N/A | 0.008% | |
| 2/6/2024 | Axxcess Wealth Management LLC | 30,864 | $1.34M | 0.0% | -1.9% | 0.058% | |
| 2/6/2024 | Commonwealth Equity Services LLC | 1,193,514 | $51.64M | 0.1% | +3.3% | 2.250% | |
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| 2/5/2024 | MONECO Advisors LLC | 137,674 | $5.96M | 1.1% | +6.9% | 0.260% | |
| 2/2/2024 | Golden State Equity Partners | 16,557 | $716K | 0.2% | -33.0% | 0.031% | |
| 2/2/2024 | Truist Financial Corp | 255,124 | $11.04M | 0.0% | +16.6% | 0.481% | |
| 2/2/2024 | Sound Financial Strategies Group LLC | 771 | $33K | 0.0% | -96.3% | 0.001% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 355,400 | $15.52M | 0.2% | +5.6% | 0.670% | |
| 2/2/2024 | Magnolia Capital Advisors LLC | 88,485 | $3.96M | 2.9% | +1.9% | 0.167% | |
| 2/1/2024 | Gimbal Financial | 38,791 | $1.68M | 1.7% | N/A | 0.073% | |
| 2/1/2024 | PSI Advisors LLC | 2,924 | $127K | 0.0% | +23.4% | 0.006% | |
| 2/1/2024 | Sigma Planning Corp | 57,540 | $2.49M | 0.2% | -61.4% | 0.108% | |
| 2/1/2024 | CWM LLC | 891 | $39K | 0.0% | -41.6% | 0.002% | |
