| 4/24/2024 | Blue Bell Private Wealth Management LLC | 105,707 | $4.15M | 0.9% | -1.8% | 0.619% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 104,553 | $4.10M | 0.0% | +60.9% | 0.612% | |
| 4/22/2024 | Outlook Wealth Advisors LLC | 316,389 | $12.42M | 3.8% | N/A | 1.852% | |
| 4/22/2024 | Raymond James & Associates | 412,096 | $16.17M | 0.0% | +2,807.4% | 2.413% | |
| 4/22/2024 | MBL Wealth LLC | 7,347 | $288K | 0.0% | N/A | 0.043% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 5,720 | $224K | 0.0% | N/A | 0.069% | |
|
| 4/16/2024 | RiverTree Advisors LLC | 97,789 | $3.84M | 2.6% | -3.9% | 1.182% | |
| 4/15/2024 | Sunbelt Securities Inc. | 3,710 | $146K | 0.0% | -16.4% | 0.045% | |
| 4/12/2024 | Keystone Wealth Services LLC | 27,681 | $1.09M | 0.4% | +30.9% | 0.335% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 8,566 | $336K | 0.1% | +46.6% | 0.104% | |
| 4/10/2024 | Fragasso Group Inc. | 15,464 | $607K | 0.1% | +18.5% | 0.187% | |
| 4/10/2024 | Park Avenue Securities LLC | 7,700 | $302K | 0.0% | N/A | 0.093% | |
| 4/10/2024 | SOA Wealth Advisors LLC. | 1,859 | $73K | 0.0% | +793.8% | 0.022% | |
| 4/10/2024 | Legacy Private Trust Co. | 12,116 | $475K | 0.0% | +24.7% | 0.147% | |
| 4/10/2024 | EWG Elevate Inc. | 200,644 | $7.87M | 3.0% | N/A | 2.426% | |
| 4/5/2024 | NBC Securities Inc. | 2,639 | $113K | 0.0% | +59.5% | 0.032% | |
| 2/16/2024 | Harbour Investments Inc. | 185,663 | $7.01M | 0.3% | -8.9% | 2.245% | |
| 2/12/2024 | Schulz Wealth LTD. | 38,105 | $1.44M | 1.4% | N/A | 0.461% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 11,415 | $431K | 0.0% | -2.6% | 0.138% | |
| 2/9/2024 | Paragon Private Wealth Management LLC | 28,286 | $1.07M | 0.7% | -9.5% | 0.342% | |
| 2/7/2024 | McKinley Carter Wealth Services Inc. | 21,721 | $820K | 0.1% | +7.0% | 0.263% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 11,319 | $427K | 0.0% | -3.0% | 0.137% | |
| 2/7/2024 | Integrity Financial Corp WA | 36,926 | $1.39M | 1.0% | -5.5% | 0.447% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 16,819 | $635K | 0.0% | -16.6% | 0.203% | |
| 2/1/2024 | CWM LLC | 79,516 | $3.00M | 0.0% | -14.0% | 0.961% | |
| 1/30/2024 | Sloy Dahl & Holst LLC | 33,675 | $1.27M | 0.3% | -1.8% | 0.407% | |
| 1/30/2024 | DHJJ Financial Advisors Ltd. | 5,844 | $221K | 0.1% | -6.9% | 0.071% | |
| 1/25/2024 | Blue Bell Private Wealth Management LLC | 107,672 | $4.07M | 1.0% | -2.0% | 1.302% | |
| 1/25/2024 | RiverTree Advisors LLC | 101,720 | $3.84M | 2.6% | -1.8% | 1.230% | |
| 1/23/2024 | Camelot Portfolios LLC | 10,747 | $406K | 0.2% | +7.2% | 0.130% | |
| 1/17/2024 | Keystone Wealth Services LLC | 21,154 | $799K | 0.3% | -13.8% | 0.256% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 64,986 | $2.45M | 0.0% | -3.2% | 0.786% | |
| 1/16/2024 | CoreCap Advisors LLC | 5,329 | $201K | 0.0% | N/A | 0.064% | |
| 1/11/2024 | Baker Tilly Wealth Management LLC | 18,164 | $686K | 0.1% | -2.7% | 0.220% | |
| 1/9/2024 | Key Client Fiduciary Advisors LLC | 10,356 | $391K | 0.2% | +30.2% | 0.125% | |
| 11/16/2023 | Harbour Investments Inc. | 203,690 | $7.17M | 0.4% | -16.3% | 2.463% | |
| 11/13/2023 | Mariner LLC | 13,016 | $458K | 0.0% | -7.9% | 0.157% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 11,671 | $411K | 0.0% | N/A | 0.141% | |
| 11/13/2023 | Kestra Advisory Services LLC | 15,452 | $544K | 0.0% | -48.2% | 0.187% | |
| 11/8/2023 | Oppenheimer & Co. Inc. | 17,950 | $632K | 0.0% | -1.9% | 0.217% | |
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| 11/8/2023 | Kestra Private Wealth Services LLC | 13,215 | $465K | 0.0% | +6.8% | 0.160% | |
| 11/4/2023 | NBC Securities Inc. | 1,655 | $58K | 0.0% | N/A | 0.020% | |
| 11/3/2023 | MGO One Seven LLC | 8,259 | $291K | 0.0% | -8.8% | 0.100% | |
| 11/3/2023 | Main Street Financial Solutions LLC | 54,362 | $1.91M | 0.3% | -4.8% | 0.657% | |
| 10/30/2023 | Blue Bell Private Wealth Management LLC | 109,861 | $3.87M | 1.0% | -0.3% | 1.328% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 67,162 | $2.36M | 0.0% | -0.6% | 0.812% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 246,240 | $8.67M | 0.0% | -1.3% | 2.978% | |
| 10/20/2023 | Camelot Portfolios LLC | 10,022 | $353K | 0.3% | -17.2% | 0.121% | |
| 10/13/2023 | RiverTree Advisors LLC | 103,552 | $3.65M | 2.7% | -6.6% | 1.252% | |
| 10/11/2023 | AE Wealth Management LLC | 19,338 | $681K | 0.0% | -3.8% | 0.234% | |
| 10/11/2023 | CWM LLC | 92,466 | $3.26M | 0.0% | -9.4% | 1.118% | |
| 10/10/2023 | DHJJ Financial Advisors Ltd. | 6,279 | $221K | 0.1% | -13.6% | 0.076% | |
| 8/11/2023 | Kestra Advisory Services LLC | 29,835 | $1.06M | 0.0% | +65.0% | 0.361% | |
| 8/11/2023 | FSB Premier Wealth Management Inc. | 14,926 | $532K | 0.3% | -15.2% | 0.180% | |
| 8/10/2023 | Osaic Holdings Inc. | 161,528 | $5.76M | 0.0% | +2.5% | 1.953% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 249,397 | $8.89M | 0.0% | +2.4% | 3.110% | |
| 8/10/2023 | Cetera Advisors LLC | 179,226 | $6.39M | 0.1% | +4.2% | 2.235% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 72,308 | $2.58M | 0.0% | +15.0% | 0.902% | |
| 8/8/2023 | Geneos Wealth Management Inc. | 889 | $32K | 0.0% | N/A | 0.011% | |
| 8/8/2023 | Kestra Private Wealth Services LLC | 12,375 | $441K | 0.0% | +14.8% | 0.154% | |
| 8/8/2023 | RiverTree Advisors LLC | 110,857 | $3.95M | 2.8% | -2.7% | 1.382% | |
| 8/8/2023 | Blue Bell Private Wealth Management LLC | 110,169 | $3.93M | 1.0% | +1,318.4% | 1.374% | |
| 8/7/2023 | Lincoln National Corp | 9,706 | $346K | 0.0% | -18.5% | 0.121% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 96,953 | $3.45M | 0.0% | +6.1% | 1.209% | |
| 8/4/2023 | Main Street Financial Solutions LLC | 57,080 | $2.03M | 0.3% | -1.2% | 0.712% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 20,127 | $717K | 0.0% | +136.8% | 0.251% | |
| 8/3/2023 | CWM LLC | 102,094 | $3.64M | 0.0% | +32.3% | 1.273% | |
| 8/3/2023 | McKinley Carter Wealth Services Inc. | 20,298 | $723K | 0.1% | +22.4% | 0.253% | |
| 8/3/2023 | Oppenheimer & Co. Inc. | 18,299 | $652K | 0.0% | -10.3% | 0.228% | |
| 8/2/2023 | 1776 Wealth LLC | 28,847 | $1.03M | 0.5% | N/A | 0.360% | |
| 8/1/2023 | Truist Financial Corp | 9,627 | $343K | 0.0% | +17.2% | 0.120% | |
| 7/31/2023 | LPL Financial LLC | 25,593 | $912K | 0.0% | +21.7% | 0.319% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 67,537 | $2.41M | 0.0% | +0.7% | 0.842% | |
| 7/25/2023 | Raymond James & Associates | 14,324 | $510K | 0.0% | +3.5% | 0.179% | |
| 7/25/2023 | Camelot Portfolios LLC | 12,101 | $431K | 0.3% | -6.4% | 0.151% | |
| 7/25/2023 | Ameritas Advisory Services LLC | 6,640 | $235K | 0.0% | -15.8% | 0.083% | |
| 7/20/2023 | Baker Tilly Wealth Management LLC | 18,664 | $665K | 0.1% | +208.5% | 0.233% | |
| 7/20/2023 | Keystone Wealth Services LLC | 24,554 | $875K | 0.3% | +3.1% | 0.306% | |
| 7/14/2023 | AdvisorNet Financial Inc | 2,700 | $96K | 0.0% | -35.7% | 0.034% | |
| 7/13/2023 | Key Client Fiduciary Advisors LLC | 7,951 | $283K | 0.2% | N/A | 0.099% | |
| 7/10/2023 | AE Wealth Management LLC | 20,094 | $716K | 0.0% | +21.2% | 0.251% | |
| 7/7/2023 | Legacy Private Trust Co. | 9,833 | $350K | 0.0% | +53.4% | 0.123% | |
| 5/16/2023 | Harbour Investments Inc. | 253,069 | $8.51M | 0.5% | +2,434.0% | 3.278% | |
| 5/12/2023 | NewEdge Advisors LLC | 103,632 | $3.48M | 0.0% | N/A | 1.342% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 243,588 | $8.19M | 0.0% | +261.1% | 3.155% | |
| 5/10/2023 | Oppenheimer & Co. Inc. | 20,403 | $686K | 0.0% | N/A | 0.264% | |
| 5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 3,475 | $117K | 0.0% | N/A | 0.045% | |
| 5/9/2023 | Spire Wealth Management | 850 | $29K | 0.0% | N/A | 0.011% | |
| 5/9/2023 | Integrity Financial Corp WA | 41,738 | $1.40M | 1.1% | +22.5% | 0.541% | |
| 5/8/2023 | MGO One Seven LLC | 9,387 | $316K | 0.0% | +32.3% | 0.122% | |
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| 5/8/2023 | Blue Bell Private Wealth Management LLC | 7,767 | $261K | 0.1% | -16.2% | 0.101% | |
| 5/5/2023 | Truist Financial Corp | 8,215 | $276K | 0.0% | N/A | 0.106% | |
| 5/4/2023 | FSB Premier Wealth Management Inc. | 17,607 | $592K | 0.3% | +14.0% | 0.228% | |
| 5/2/2023 | DHJJ Financial Advisors Ltd. | 7,275 | $245K | 0.1% | -11.0% | 0.094% | |
| 5/2/2023 | Lincoln National Corp | 11,910 | $400K | 0.0% | +17.3% | 0.154% | |
| 5/1/2023 | Truadvice LLC | 6,016 | $205K | 0.1% | N/A | 0.078% | |
| 5/1/2023 | CWM LLC | 77,164 | $2.59M | 0.0% | +1,546.7% | 1.000% | |
| 4/28/2023 | AdvisorNet Financial Inc | 4,200 | $141K | 0.0% | -8.7% | 0.054% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 7,890 | $266K | 0.0% | +19.4% | 0.102% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 8,331 | $280K | 0.0% | N/A | 0.108% | |
