| 5/1/2025 | CWM LLC | 27,610 | $822K | 0.0% | +47.1% | 0.842% | |
| 5/1/2025 | Crosspoint Financial LLC | 49,808 | $1.48M | 4.3% | N/A | 1.519% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 28,269 | $842K | 0.0% | -4.1% | 0.862% | |
| 4/16/2025 | CRA Financial Services LLC | 22,915 | $682K | 0.1% | -8.9% | 0.705% | |
| 4/14/2025 | Millington Financial Advisors LLC | 60,646 | $1.74M | 1.1% | +28.8% | 1.866% | |
| 4/9/2025 | Paladin Wealth LLC | 10,547 | $314K | 0.3% | -40.7% | 0.325% | |
| 4/9/2025 | Gradient Investments LLC | 1,085,699 | $32.33M | 0.7% | +2.2% | 33.406% | |
| 3/12/2025 | Centaurus Financial Inc. | 76,891 | $2.32M | 0.1% | -18.1% | 2.381% | |
| 2/18/2025 | Sunbelt Securities Inc. | 30,347 | $920K | 0.1% | -16.6% | 1.214% | |
| 2/18/2025 | Orion Capital Management LLC | 4,855 | $147K | 0.1% | -51.8% | 0.194% | |
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| 2/17/2025 | CoreCap Advisors LLC | 9,360 | $283K | 0.0% | N/A | 0.374% | |
| 2/17/2025 | Cetera Investment Advisers | 277,927 | $8.39M | 0.0% | -35.1% | 11.117% | |
| 2/17/2025 | Captrust Financial Advisors | 10,400 | $314K | 0.0% | -22.4% | 0.416% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 24,268 | $733K | 0.2% | +11.7% | 0.971% | |
| 2/13/2025 | Barclays PLC | 3,529 | $107K | 0.0% | +352,800.0% | 0.141% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 29,478 | $890K | 0.0% | +33.5% | 1.179% | |
| 2/12/2025 | Bullseye Investment Management LLC | 49,387 | $1.49M | 1.0% | -60.6% | 1.975% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 49,118 | $1.48M | 0.0% | -5.3% | 1.965% | |
| 2/7/2025 | HighTower Advisors LLC | 96,792 | $2.92M | 0.0% | N/A | 3.872% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 116,662 | $3.52M | 0.7% | -0.8% | 4.666% | |
| 2/4/2025 | Brown Financial Advisors | 11,996 | $362K | 0.1% | N/A | 0.480% | |
| 2/4/2025 | Millington Financial Advisors LLC | 47,096 | $1.44M | 0.8% | +32.7% | 1.884% | |
| 2/4/2025 | IFP Advisors Inc | 19,700 | $595K | 0.0% | N/A | 0.788% | |
| 1/29/2025 | Paladin Wealth LLC | 17,771 | $537K | 0.5% | N/A | 0.711% | |
| 1/21/2025 | Gradient Investments LLC | 1,062,635 | $32.08M | 0.6% | N/A | 42.505% | |
| 1/21/2025 | Encompass More Asset Management | 24,351 | $735K | 0.2% | +63.8% | 0.974% | |
| 1/13/2025 | Brookstone Capital Management | 27,662 | $835K | 0.0% | +113.8% | 1.106% | |
| 12/2/2024 | Capasso Planning Partners LLC | 39,632 | $1.18M | 0.3% | +120.9% | 1.585% | |
| 11/18/2024 | Sunbelt Securities Inc. | 36,400 | $1.08M | 0.1% | -14.7% | 1.456% | |
| 11/15/2024 | Jane Street Group LLC | 24,490 | $728K | 0.0% | +137.6% | 0.980% | |
| 11/14/2024 | Encompass More Asset Management | 14,867 | $442K | 0.2% | N/A | 0.595% | |
| 11/14/2024 | Captrust Financial Advisors | 13,400 | $398K | 0.0% | N/A | 0.536% | |
| 11/14/2024 | First Commonwealth Financial Corp PA | 21,727 | $646K | 0.2% | +19.2% | 0.869% | |
| 11/12/2024 | Centaurus Financial Inc. | 93,876 | $2.79M | 0.2% | -7.0% | 3.755% | |
| 10/24/2024 | Arkadios Wealth Advisors | 7,506 | $223K | 0.0% | -4.5% | 0.300% | |
| 10/18/2024 | Crosspoint Financial LLC | 11,550 | $343K | 1.2% | N/A | 0.462% | |
| 10/8/2024 | CWM LLC | 9,007 | $268K | 0.0% | +4,903.9% | 0.360% | |
| 9/23/2024 | Centaurus Financial Inc. | 100,973 | $2.95M | 0.2% | -5.2% | 4.039% | |
| 8/16/2024 | Sunbelt Securities Inc. | 42,697 | $1.25M | 0.1% | -15.8% | 1.708% | |
| 8/5/2024 | Blue Bell Private Wealth Management LLC | 119,232 | $3.49M | 0.7% | -1.5% | 4.769% | |
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| 7/31/2024 | Commonwealth Equity Services LLC | 54,182 | $1.59M | 0.0% | -2.2% | 2.167% | |
| 7/18/2024 | Brookstone Capital Management | 12,920 | $379K | 0.0% | +24.9% | 0.517% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 5,805 | $170K | 0.1% | -11.8% | 0.232% | |
| 5/24/2024 | Cetera Advisors LLC | 192,595 | $5.53M | 0.0% | N/A | 7.704% | |
| 5/24/2024 | Cetera Investment Advisers | 465,503 | $13.37M | 0.0% | +147.6% | 18.620% | |
| 5/20/2024 | Bullseye Investment Management LLC | 129,961 | $3.73M | 2.2% | -10.8% | 5.198% | |
| 5/14/2024 | First Commonwealth Financial Corp PA | 16,952 | $487K | 0.1% | +15.4% | 0.678% | |
| 5/11/2024 | Orion Capital Management LLC | 8,238 | $237K | 0.1% | -5.7% | 0.330% | |
| 4/30/2024 | Arkadios Wealth Advisors | 7,856 | $226K | 0.0% | -9.2% | 0.314% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 55,409 | $1.59M | 0.0% | -63.8% | 2.190% | |
| 4/24/2024 | Blue Bell Private Wealth Management LLC | 120,992 | $3.48M | 0.7% | -0.9% | 4.782% | |
| 4/24/2024 | Capasso Planning Partners LLC | 18,605 | $535K | 0.2% | +5.7% | 0.735% | |
| 4/15/2024 | Brookstone Capital Management | 10,347 | $297K | 0.0% | -10.3% | 0.409% | |
| 4/15/2024 | Sunbelt Securities Inc. | 50,712 | $1.46M | 0.2% | -57.4% | 2.004% | |
| 2/26/2024 | Centaurus Financial Inc. | 113,879 | $3.17M | 0.2% | +33.9% | 5.694% | |
| 2/9/2024 | Advisory Services Network LLC | 31,539 | $879K | 0.0% | N/A | 1.577% | |
| 2/6/2024 | Ifrah Financial Services Inc. | 13,137 | $366K | 0.1% | N/A | 0.657% | |
| 2/6/2024 | Orion Capital Management LLC | 8,738 | $243K | 0.1% | +108.0% | 0.437% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 9,200 | $256K | 0.0% | N/A | 0.460% | |
| 2/1/2024 | Millington Financial Advisors LLC | 36,993 | $1.03M | 0.8% | +137.9% | 1.850% | |
| 1/30/2024 | DHJJ Financial Advisors Ltd. | 6,600 | $184K | 0.1% | +11.5% | 0.330% | |
| 1/25/2024 | Blue Bell Private Wealth Management LLC | 122,060 | $3.40M | 0.8% | +1.8% | 6.103% | |
| 1/24/2024 | Arkadios Wealth Advisors | 8,656 | $241K | 0.0% | -9.5% | 0.433% | |
| 1/11/2024 | Brookstone Capital Management | 11,531 | $321K | 0.0% | N/A | 0.577% | |
| 1/11/2024 | Diligent Investors LLC | 11,000 | $306K | 0.1% | +10.0% | 0.550% | |
| 1/5/2024 | WealthPLAN Partners LLC | 32,571 | $907K | 0.1% | +5.1% | 1.629% | |
| 12/11/2023 | Sunbelt Securities Inc. | 118,151 | $3.10M | 0.4% | -3.3% | 5.908% | |
| 11/16/2023 | Orion Capital Management LLC | 4,200 | $110K | 0.1% | N/A | 0.210% | |
| 11/15/2023 | WealthPlan Investment Management LLC | 30,984 | $813K | 0.1% | N/A | 1.549% | |
| 11/2/2023 | Millington Financial Advisors LLC | 15,549 | $408K | 0.4% | -38.1% | 0.777% | |
| 11/2/2023 | WealthPlan Investment Management LLC | 30,984 | $813K | 0.1% | N/A | 1.549% | |
| 10/30/2023 | Blue Bell Private Wealth Management LLC | 119,932 | $3.15M | 0.8% | -3.0% | 5.997% | |
| 10/26/2023 | Capasso Planning Partners LLC | 17,907 | $470K | 0.3% | N/A | 0.895% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 135,520 | $3.56M | 0.0% | +49.5% | 6.776% | |
| 10/13/2023 | CRA Financial Services LLC | 25,154 | $660K | 0.2% | -20.8% | 1.258% | |
| 10/13/2023 | Arkadios Wealth Advisors | 9,568 | $251K | 0.0% | +19.5% | 0.478% | |
| 10/10/2023 | DHJJ Financial Advisors Ltd. | 5,920 | $155K | 0.1% | N/A | 0.296% | |
| 8/16/2023 | Sunbelt Securities Inc. | 122,181 | $3.14M | 0.5% | -5.1% | 6.109% | |
| 8/10/2023 | Osaic Holdings Inc. | 174,815 | $4.50M | 0.0% | +14.8% | 8.741% | |
| 8/10/2023 | First Commonwealth Financial Corp PA | 10,146 | $261K | 0.1% | N/A | 0.507% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 90,635 | $2.33M | 0.0% | +8.8% | 4.532% | |
| 8/10/2023 | Cetera Investment Advisers | 221,481 | $5.70M | 0.0% | +3.7% | 11.074% | |
| 8/8/2023 | Blue Bell Private Wealth Management LLC | 123,579 | $3.18M | 0.8% | -0.4% | 6.179% | |
| 8/8/2023 | Millington Financial Advisors LLC | 25,138 | $646K | 0.6% | -89.4% | 1.257% | |
| 8/2/2023 | Bank of Montreal Can | 15,400 | $396K | 0.0% | N/A | 0.770% | |
| 7/31/2023 | WealthPLAN Partners LLC | 52,043 | $1.34M | 0.2% | -44.4% | 2.602% | |
| 7/14/2023 | Macroview Investment Management LLC | 46,834 | $1.20M | 1.8% | -1.1% | 2.342% | |
| 5/17/2023 | Sunbelt Securities Inc. | 128,745 | $3.15M | 0.5% | -30.4% | 6.502% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 22,522 | $554K | 0.0% | +21.2% | 1.137% | |
| 5/8/2023 | Blue Bell Private Wealth Management LLC | 124,072 | $3.05M | 0.9% | +1.1% | 6.266% | |
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| 4/28/2023 | Strategic Blueprint LLC | 46,086 | $1.13M | 0.1% | +21.6% | 2.328% | |
| 3/6/2023 | OLD Mission Capital LLC | 11,143 | $259K | 0.0% | N/A | 0.000% | |
| 2/13/2023 | Kingsview Wealth Management LLC | 9,250 | $215K | 0.0% | N/A | 0.000% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 128,791 | $2.99M | 0.0% | +866.2% | 0.000% | |
| 2/10/2023 | Corrado Advisors LLC | 13,707 | $318K | 0.2% | N/A | 0.000% | |
| 2/8/2023 | Sunbelt Securities Inc. | 184,850 | $4.29M | 0.8% | +944.9% | 0.000% | |
| 2/8/2023 | Millington Financial Advisors LLC | 231,700 | $5.38M | 5.2% | N/A | 0.000% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 80,708 | $1.87M | 0.0% | N/A | 0.000% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 18,584 | $431K | 0.0% | N/A | 0.000% | |
| 2/3/2023 | Blue Bell Private Wealth Management LLC | 122,757 | $2.85M | 0.9% | +1,077.2% | 0.000% | |
