| 5/9/2024 | Koshinski Asset Management Inc. | 4,153 | $247K | 0.0% | -46.4% | 0.015% | |
| 5/7/2024 | Primoris Wealth Advisors LLC | 3,432 | $204K | 0.2% | N/A | 0.012% | |
| 5/7/2024 | KCM Investment Advisors LLC | 3,736 | $222K | 0.0% | N/A | 0.013% | |
| 5/7/2024 | PFG Advisors | 27,727 | $1.65M | 0.1% | +2.0% | 0.100% | |
| 5/6/2024 | SYM FINANCIAL Corp | 1,100 | $65K | 0.0% | -75.1% | 0.004% | |
| 5/6/2024 | Advisory Services Network LLC | 126,289 | $7.50M | 0.2% | +63.5% | 0.454% | |
|
| 5/3/2024 | Smith Salley Wealth Management | 40,615 | $2.41M | 0.2% | +16.5% | 0.146% | |
| 5/2/2024 | Lincoln National Corp | 45,958 | $2.73M | 0.0% | +4.4% | 0.165% | |
| 5/2/2024 | Valley Brook Capital Group Inc. | 3,835 | $228K | 0.2% | N/A | 0.014% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 6,730 | $400K | 0.0% | +11.4% | 0.024% | |
| 5/1/2024 | Mission Wealth Management LP | 4,377 | $260K | 0.0% | N/A | 0.016% | |
| 4/30/2024 | Private Advisor Group LLC | 9,523 | $566K | 0.0% | -3.4% | 0.034% | |
| 4/30/2024 | Hartline Investment Corp | 8,118 | $482K | 0.1% | N/A | 0.029% | |
| 4/30/2024 | Arkadios Wealth Advisors | 3,565 | $212K | 0.0% | N/A | 0.013% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 365,442 | $21.71M | 0.0% | -14.0% | 1.303% | |
| 4/25/2024 | Q3 Asset Management | 271,528 | $16.13M | 4.6% | +253.5% | 0.968% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 57,831 | $3.44M | 0.0% | -12.2% | 0.206% | |
| 4/24/2024 | Financial Freedom LLC | 5,726 | $340K | 0.2% | +13.1% | 0.020% | |
| 4/19/2024 | Yoder Wealth Management Inc. | 49,780 | $2.96M | 1.9% | -0.4% | 0.177% | |
| 4/18/2024 | Exchange Capital Management Inc. | 36,700 | $2.18M | 0.4% | -5.1% | 0.131% | |
| 4/18/2024 | Panoramic Investment Advisors LLC | 4,255 | $253K | 0.2% | -19.0% | 0.015% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 311,620 | $18.51M | 0.3% | +1.7% | 1.111% | |
| 4/18/2024 | Breakwater Capital Group | 5,650 | $336K | 0.1% | N/A | 0.020% | |
| 4/17/2024 | Founders Financial Securities LLC | 4,630 | $275K | 0.0% | -4.5% | 0.017% | |
| 4/16/2024 | Maltin Wealth Management Inc. | 52,701 | $3.13M | 1.8% | +3.8% | 0.188% | |
| 4/15/2024 | Sunbelt Securities Inc. | 6,886 | $409K | 0.0% | +4.6% | 0.025% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 15,811 | $939K | 0.1% | +6.5% | 0.056% | |
| 4/12/2024 | Traynor Capital Management Inc. | 15,902 | $945K | 0.1% | +3.6% | 0.055% | |
| 4/10/2024 | American National Bank | 1,216 | $72K | 0.0% | +73.5% | 0.004% | |
| 4/9/2024 | Lynch & Associates IN | 32,689 | $1.94M | 0.4% | +8.8% | 0.114% | |
| 4/9/2024 | Mather Group LLC. | 1,541 | $92K | 0.0% | N/A | 0.005% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 847 | $45K | 0.0% | -39.4% | 0.003% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 495 | $27K | 0.0% | N/A | 0.002% | |
| 3/5/2024 | Fisher Asset Management LLC | 6,274 | $336K | 0.0% | -21.8% | 0.022% | |
| 2/28/2024 | EP Wealth Advisors LLC | 41,622 | $2.23M | 0.0% | -0.4% | 0.145% | |
| 2/16/2024 | Trail Ridge Investment Advisors LLC | 3,781 | $202K | 0.1% | N/A | 0.013% | |
| 2/14/2024 | Connectus Wealth LLC | 47,824 | $2.56M | 0.0% | -72.7% | 0.166% | |
| 2/12/2024 | Richard C. Young & CO. LTD. | 44,638 | $2.39M | 0.3% | N/A | 0.155% | |
| 2/12/2024 | Stifel Financial Corp | 163,441 | $8.75M | 0.0% | +9.0% | 0.568% | |
| 2/12/2024 | Quantitative Strategies Inc. | 125,517 | $6.72M | 4.1% | -2.5% | 0.437% | |
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| 2/9/2024 | Congress Wealth Management LLC DE | 306,547 | $16.42M | 0.3% | -1.6% | 1.066% | |
| 2/9/2024 | Advisory Services Network LLC | 77,220 | $4.14M | 0.1% | -4.0% | 0.269% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 48,432 | $2.61M | 0.0% | +813.0% | 0.168% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 65,883 | $3.53M | 0.0% | -2.1% | 0.229% | |
| 2/9/2024 | Tidemark LLC | 554 | $30K | 0.0% | N/A | 0.002% | |
| 2/9/2024 | Wells Fargo & Company MN | 144,761 | $7.75M | 0.0% | +3.4% | 0.504% | |
| 2/8/2024 | American National Bank | 701 | $38K | 0.0% | +224.5% | 0.002% | |
| 2/8/2024 | Exchange Capital Management Inc. | 38,671 | $2.07M | 0.4% | -1.6% | 0.135% | |
| 2/7/2024 | AGF Management Ltd. | 168,485 | $9.02M | 0.1% | +42.1% | 0.586% | |
| 2/7/2024 | Principal Securities Inc. | 2,379 | $127K | 0.0% | N/A | 0.008% | |
| 2/7/2024 | Sanctuary Wealth Management L.L.C. | 1,509 | $81K | 0.1% | +56.2% | 0.005% | |
| 2/6/2024 | Charles Schwab Investment Management Inc. | 2,157,411 | $115.53M | 0.0% | -0.9% | 7.504% | |
| 2/6/2024 | Lincoln National Corp | 44,042 | $2.36M | 0.0% | -21.5% | 0.153% | |
| 2/6/2024 | Private Advisor Group LLC | 9,860 | $528K | 0.0% | +4.3% | 0.034% | |
| 2/6/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 4,426 | $237K | 0.0% | N/A | 0.015% | |
| 2/6/2024 | SYM FINANCIAL Corp | 4,425 | $237K | 0.0% | -29.4% | 0.015% | |
| 2/6/2024 | Axxcess Wealth Management LLC | 5,057 | $271K | 0.0% | N/A | 0.018% | |
| 2/6/2024 | U.S. Capital Wealth Advisors LLC | 13,551 | $726K | 0.0% | -59.2% | 0.047% | |
| 2/6/2024 | Merit Financial Group LLC | 19,826 | $1.06M | 0.0% | -6.6% | 0.069% | |
| 2/6/2024 | Commonwealth Equity Services LLC | 424,974 | $22.76M | 0.0% | +20.5% | 1.478% | |
| 2/6/2024 | Fisher Asset Management LLC | 4,631 | $248K | 0.0% | -42.2% | 0.016% | |
| 2/5/2024 | Win Advisors Inc. | 56,589 | $3.03M | 1.4% | N/A | 0.197% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 33,955 | $1.82M | 0.0% | -3.6% | 0.118% | |
| 2/5/2024 | Birchcreek Wealth Management LLC | 23,708 | $1.27M | 0.8% | -10.2% | 0.082% | |
| 2/2/2024 | Yoder Wealth Management Inc. | 49,991 | $2.68M | 1.9% | +9.1% | 0.174% | |
| 2/2/2024 | VCI Wealth Management LLC | 66,158 | $3.54M | 2.2% | N/A | 0.230% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 26,858 | $1.44M | 0.0% | +32.0% | 0.093% | |
| 2/1/2024 | Financial Perspectives Inc | 794 | $43K | 0.0% | -36.7% | 0.003% | |
| 2/1/2024 | Sigma Planning Corp | 8,280 | $443K | 0.0% | -49.2% | 0.029% | |
| 2/1/2024 | CWM LLC | 633 | $34K | 0.0% | +804.3% | 0.002% | |
| 1/31/2024 | J.W. Cole Advisors Inc. | 5,491 | $294K | 0.0% | N/A | 0.019% | |
| 1/31/2024 | Beaumont Financial Advisors LLC | 25,440 | $1.36M | 0.1% | N/A | 0.088% | |
| 1/31/2024 | Court Place Advisors LLC | 8,887 | $476K | 0.2% | -7.8% | 0.031% | |
| 1/30/2024 | SVB Wealth LLC | 6,923 | $371K | 0.0% | -39.0% | 0.024% | |
| 1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,018 | $429K | 0.1% | +2.9% | 0.028% | |
| 1/29/2024 | Koshinski Asset Management Inc. | 7,755 | $415K | 0.1% | N/A | 0.027% | |
| 1/29/2024 | Q3 Asset Management | 76,802 | $4.11M | 1.0% | N/A | 0.267% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 655 | $35K | 0.0% | -73.0% | 0.002% | |
| 1/26/2024 | Williams & Novak LLC | 4,065 | $218K | 0.2% | N/A | 0.014% | |
| 1/22/2024 | Pallas Capital Advisors LLC | 8,001 | $428K | 0.0% | N/A | 0.028% | |
| 1/22/2024 | Glass Jacobson Investment Advisors llc | 11,334 | $607K | 0.2% | +12.1% | 0.039% | |
| 1/22/2024 | Secure Asset Management LLC | 5,258 | $282K | 0.1% | N/A | 0.018% | |
| 1/19/2024 | PFG Advisors | 27,194 | $1.46M | 0.1% | -1.6% | 0.095% | |
| 1/19/2024 | Patriot Financial Group Insurance Agency LLC | 68,366 | $3.66M | 0.7% | -1.8% | 0.238% | |
| 1/18/2024 | McGlone Suttner Wealth Management Inc. | 1,900 | $102K | 0.0% | N/A | 0.007% | |
| 1/18/2024 | Traynor Capital Management Inc. | 15,349 | $822K | 0.1% | -33.6% | 0.053% | |
| 1/18/2024 | Maltin Wealth Management Inc. | 50,792 | $2.72M | 1.7% | -3.9% | 0.177% | |
| 1/17/2024 | Pinnacle Wealth Management Group Inc. | 33,392 | $1.79M | 1.5% | +2.7% | 0.116% | |
| 1/16/2024 | HBW Advisory Services LLC | 6,525 | $349K | 0.1% | N/A | 0.023% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 10,169 | $545K | 0.0% | -5.8% | 0.035% | |
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| 1/16/2024 | Retirement Planning Group LLC | 16,081 | $861K | 0.1% | N/A | 0.056% | |
| 1/12/2024 | Mutual Advisors LLC | 23,934 | $1.28M | 0.0% | +1.4% | 0.083% | |
| 1/12/2024 | CX Institutional | 23,165 | $1.24M | 0.1% | +148.6% | 0.081% | |
| 1/11/2024 | Galvin Gaustad & Stein LLC | 178,176 | $9.54M | 0.9% | +74.7% | 0.620% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 4,085 | $218K | 0.0% | -22.4% | 0.014% | |
| 1/9/2024 | WBH Advisory Inc. | 5,435 | $291K | 0.0% | -5.1% | 0.019% | |
| 1/8/2024 | Lynch & Associates IN | 30,047 | $1.61M | 0.4% | +8.3% | 0.105% | |
| 12/11/2023 | Sunbelt Securities Inc. | 7,400 | $345K | 0.0% | +5.6% | 0.026% | |
| 12/6/2023 | Citigroup Inc. | 6,732 | $313K | 0.0% | +7.0% | 0.023% | |
| 11/24/2023 | EP Wealth Advisors LLC | 41,802 | $1.95M | 0.0% | +2,257.7% | 0.145% | |
