| 5/8/2024 | Berkshire Money Management Inc. | 2,046 | $470K | 0.1% | N/A | 0.476% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 40,589 | $9.33M | 0.6% | +6.6% | 9.439% | |
| 5/6/2024 | VitalStone Financial LLC | 422 | $97K | 0.1% | -10.6% | 0.098% | |
| 4/25/2024 | Professional Financial Advisors LLC | 16,873 | $3.88M | 1.1% | -31.5% | 3.924% | |
| 4/24/2024 | Fulcrum Equity Management | 2,889 | $664K | 0.8% | N/A | 0.672% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 15,249 | $3.51M | 0.0% | +379.7% | 3.546% | |
|
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 7,789 | $1.79M | 0.0% | -5.0% | 1.811% | |
| 4/12/2024 | Southland Equity Partners LLC | 2,326 | $535K | 0.2% | -2.6% | 0.517% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 13,550 | $2.74M | 0.0% | +5.6% | 3.011% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 4,538 | $917K | 0.1% | +61.0% | 1.008% | |
| 2/1/2024 | CWM LLC | 545 | $110K | 0.0% | -34.1% | 0.121% | |
| 1/31/2024 | Western Wealth Management LLC | 9,431 | $1.91M | 0.1% | -4.1% | 2.096% | |
| 1/29/2024 | ORG Partners LLC | 127 | $26K | 0.0% | +122.8% | 0.028% | |
| 1/19/2024 | AdvisorNet Financial Inc | 301 | $61K | 0.0% | -14.2% | 0.067% | |
| 1/18/2024 | Professional Financial Advisors LLC | 24,627 | $4.98M | 1.6% | +0.5% | 5.473% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 3,179 | $642K | 0.0% | -3.3% | 0.706% | |
| 1/9/2024 | Southland Equity Partners LLC | 2,389 | $483K | 0.2% | -4.7% | 0.531% | |
| 11/20/2023 | Silver Oak Securities Incorporated | 2,818 | $505K | 0.1% | N/A | 0.626% | |
| 11/16/2023 | VitalStone Financial LLC | 472 | $89K | 0.1% | -41.9% | 0.105% | |
| 11/13/2023 | LPL Financial LLC | 70,643 | $12.66M | 0.0% | +21.9% | 15.698% | |
| 11/8/2023 | Baltimore Washington Financial Advisors Inc. | 36,257 | $6.50M | 0.4% | +4.1% | 8.057% | |
| 11/7/2023 | Prosperity Wealth Management Inc. | 2,963 | $531K | 0.3% | N/A | 0.658% | |
| 11/4/2023 | Magnolia Capital Advisors LLC | 8,747 | $1.53M | 1.5% | -46.1% | 1.944% | |
| 10/25/2023 | Professional Financial Advisors LLC | 24,505 | $4.39M | 2.0% | -3.2% | 5.446% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 3,289 | $589K | 0.0% | -23.1% | 0.731% | |
| 10/12/2023 | IFP Advisors Inc | 3,755 | $673K | 0.0% | -7.4% | 0.834% | |
| 10/11/2023 | CWM LLC | 827 | $148K | 0.0% | +51.7% | 0.184% | |
| 10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 251 | $45K | 0.0% | N/A | 0.056% | |
| 8/30/2023 | Western Wealth Management LLC | 9,837 | $1.83M | 0.2% | -1.1% | 2.186% | |
| 8/21/2023 | VitalStone Financial LLC | 812 | $138K | 0.1% | N/A | 0.180% | |
| 8/9/2023 | Baltimore Washington Financial Advisors Inc. | 34,823 | $6.46M | 0.5% | +79.3% | 7.738% | |
| 7/31/2023 | LPL Financial LLC | 57,955 | $10.75M | 0.0% | +18.3% | 14.135% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 4,277 | $793K | 0.0% | -11.1% | 1.043% | |
| 7/21/2023 | Wealth Enhancement Advisory Services LLC | 1,145 | $212K | 0.0% | N/A | 0.279% | |
| 7/13/2023 | Zimmermann Investment Management & Planning LLC | 13,586 | $2.52M | 1.2% | -18.4% | 3.314% | |
| 7/12/2023 | Professional Financial Advisors LLC | 25,320 | $4.70M | 2.4% | -5.7% | 6.176% | |
| 5/10/2023 | Baltimore Washington Financial Advisors Inc. | 19,422 | $3.28M | 0.3% | +8.7% | 4.737% | |
| 5/10/2023 | LPL Financial LLC | 48,988 | $8.28M | 0.0% | -63.6% | 11.948% | |
| 5/9/2023 | Spire Wealth Management | 265 | $45K | 0.0% | N/A | 0.065% | |
| 4/27/2023 | Professional Financial Advisors LLC | 26,855 | $5.20M | 3.1% | +2.8% | 6.550% | |
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| 4/25/2023 | Zimmermann Investment Management & Planning LLC | 16,648 | $2.81M | 1.5% | N/A | 4.060% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 4,809 | $812K | 0.0% | -42.2% | 0.962% | |
| 4/13/2023 | Householder Group Estate & Retirement Specialist LLC | 269 | $45K | 0.0% | N/A | 0.054% | |
| 2/28/2023 | Mezzasalma Advisors LLC | 1,215 | $203K | 0.2% | -7.4% | 0.243% | |
| 2/10/2023 | Good Life Advisors LLC | 4,709 | $787K | 0.1% | +4.2% | 1.002% | |
| 2/9/2023 | Baltimore Washington Financial Advisors Inc. | 17,867 | $2.99M | 0.3% | +13.7% | 3.801% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 8,320 | $1.39M | 0.0% | +1.4% | 1.770% | |
| 2/8/2023 | IAG Wealth Partners LLC | 324 | $54K | 0.0% | +103.8% | 0.069% | |
| 2/7/2023 | LPL Financial LLC | 134,537 | $22.49M | 0.0% | +2.0% | 28.625% | |
| 2/7/2023 | IFP Advisors Inc | 4,055 | $488K | 0.0% | -3.5% | 0.863% | |
| 2/1/2023 | CWM LLC | 545 | $91K | 0.0% | N/A | 0.116% | |
| 1/30/2023 | VitalStone Financial LLC | 825 | $137K | 0.1% | N/A | 0.176% | |
| 1/13/2023 | Flagship Harbor Advisors LLC | 3,531 | $590K | 0.1% | N/A | 0.751% | |
| 11/10/2022 | Tower Research Capital LLC TRC | 3,452 | $533K | 0.0% | -61.8% | 0.785% | |
| 11/7/2022 | Western Wealth Management LLC | 19,890 | $3.07M | 0.2% | -5.4% | 4.520% | |
| 10/31/2022 | Baltimore Washington Financial Advisors Inc. | 15,708 | $2.47M | 0.2% | +3.5% | 3.491% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 8,206 | $1.27M | 0.0% | -19.2% | 1.824% | |
| 10/14/2022 | Private Advisor Group LLC | 15,105 | $2.33M | 0.0% | +0.5% | 3.357% | |
| 10/13/2022 | Good Life Advisors LLC | 4,518 | $697K | 0.1% | +21.1% | 1.004% | |
| 10/11/2022 | Householder Group Estate & Retirement Specialist LLC | 390 | $60K | 0.0% | N/A | 0.087% | |
| 8/17/2022 | Castleview Partners LLC | 14,724 | $588K | 0.0% | +24,037.7% | 3.272% | |
| 8/13/2022 | Flow Traders U.S. LLC | 1,867 | $299K | 0.0% | +20.8% | 0.415% | |
| 8/12/2022 | LPL Financial LLC | 129,662 | $20.76M | 0.0% | -10.9% | 28.814% | |
| 8/5/2022 | Baltimore Washington Financial Advisors Inc. | 15,175 | $2.43M | 0.3% | +162.4% | 3.372% | |
| 8/4/2022 | Steward Partners Investment Advisory LLC | 5,139 | $823K | 0.0% | +1,381.0% | 1.142% | |
| 8/3/2022 | IAG Wealth Partners LLC | 159 | $25K | 0.0% | N/A | 0.035% | |
| 7/19/2022 | Good Life Advisors LLC | 3,732 | $598K | 0.1% | N/A | 0.829% | |
| 7/18/2022 | Western Wealth Management LLC | 21,016 | $3.37M | 0.2% | -4.6% | 4.670% | |
| 7/13/2022 | Private Advisor Group LLC | 15,029 | $2.41M | 0.0% | +33.1% | 3.340% | |
| 5/12/2022 | Private Advisor Group LLC | 11,291 | $2.19M | 0.0% | N/A | 2.509% | |
| 5/10/2022 | Western Wealth Management LLC | 22,024 | $4.26M | 0.2% | +53.9% | 4.894% | |
| 5/2/2022 | Steward Partners Investment Advisory LLC | 347 | $67K | 0.0% | N/A | 0.073% | |
| 2/14/2022 | Baltimore Washington Financial Advisors Inc. | 83 | $2.60M | 0.2% | -99.1% | 0.017% | |
| 2/14/2022 | LPL Financial LLC | 144,987 | $29.38M | 0.0% | +5.2% | 30.524% | |
| 2/14/2022 | IHT Wealth Management LLC | 1,475 | $299K | 0.0% | -9.2% | 0.311% | |
| 2/8/2022 | Raymond James Financial Services Advisors Inc. | 4,611 | $934K | 0.0% | +1.1% | 0.971% | |
| 2/8/2022 | Bank of America Corp DE | 13,137 | $2.66M | 0.0% | +77.9% | 2.766% | |
| 1/14/2022 | Stratos Wealth Partners LTD. | 5,170 | $1.05M | 0.0% | N/A | 1.088% | |
| 11/16/2021 | LPL Financial LLC | 137,845 | $25.24M | 0.0% | +3.8% | 29.020% | |
| 11/15/2021 | Flow Traders U.S. LLC | 8,371 | $1.53M | 0.1% | -55.3% | 1.762% | |
| 11/9/2021 | JFS Wealth Advisors LLC | 258 | $47K | 0.0% | N/A | 0.054% | |
| 10/20/2021 | Baltimore Washington Financial Advisors Inc. | 9,565 | $1.75M | 0.2% | +13.0% | 2.014% | |
| 10/15/2021 | AdvisorNet Financial Inc | 351 | $64K | 0.0% | +100.6% | 0.067% | |
| 8/24/2021 | Flow Traders U.S. LLC | 18,711 | $3.40M | 0.2% | N/A | 3.939% | |
| 8/17/2021 | Citadel Advisors LLC | 11,790 | $2.14M | 0.0% | +412.4% | 2.482% | |
| 8/16/2021 | Bank of America Corp DE | 7,756 | $1.41M | 0.0% | +6.6% | 1.633% | |
| 8/16/2021 | Goldman Sachs Group Inc. | 17,730 | $3.22M | 0.0% | N/A | 3.733% | |
| 8/13/2021 | LPL Financial LLC | 132,817 | $24.12M | 0.0% | -6.3% | 27.961% | |
| 8/12/2021 | Baltimore Washington Financial Advisors Inc. | 8,461 | $1.54M | 0.1% | +46.3% | 1.781% | |
| 8/9/2021 | Western Wealth Management LLC | 14,654 | $2.66M | 0.3% | -1.1% | 3.085% | |
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| 8/2/2021 | Advisor Group Holdings Inc. | 1,808 | $328K | 0.0% | +4.3% | 0.381% | |
| 5/18/2021 | Morgan Stanley | 27,226 | $4.53M | 0.0% | +1.6% | 5.445% | |
| 5/18/2021 | IHT Wealth Management LLC | 1,385 | $230K | 0.0% | -17.6% | 0.277% | |
| 5/18/2021 | Citadel Advisors LLC | 2,301 | $383K | 0.0% | -88.6% | 0.460% | |
| 5/12/2021 | UBS Group AG | 1,473 | $245K | 0.0% | +327.0% | 0.295% | |
| 5/7/2021 | Sowell Financial Services LLC | 250 | $44K | 0.0% | +101.6% | 0.053% | |
| 5/6/2021 | Baltimore Washington Financial Advisors Inc. | 5,783 | $961K | 0.1% | +68.3% | 1.217% | |
| 5/3/2021 | Flagship Harbor Advisors LLC | 1,527 | $254K | 0.0% | N/A | 0.321% | |
| 4/28/2021 | Sound View Wealth Advisors Group LLC | 5,709 | $949K | 0.2% | -36.1% | 1.202% | |
| 4/13/2021 | Cardan Capital Partners LLC | 22,114 | $3.68M | 0.4% | -48.1% | 4.656% | |
