| 4/14/2025 | LexAurum Advisors LLC | 11,276 | $546K | 0.1% | -2.4% | 0.490% | |
| 4/11/2025 | Tower Wealth Partners Inc. | 404,425 | $19.59M | 10.5% | +0.3% | 17.584% | |
| 4/11/2025 | Sovereign Financial Group Inc. | 29,062 | $1.41M | 0.3% | +1.7% | 1.264% | |
| 4/4/2025 | Quent Capital LLC | 2,200 | $107K | 0.0% | N/A | 0.096% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 337,300 | $16.20M | 0.4% | +4.8% | 14.665% | |
| 2/17/2025 | Two Sigma Investments LP | 19,300 | $927K | 0.0% | +89.2% | 0.839% | |
| 2/17/2025 | Cetera Investment Advisers | 6,667 | $320K | 0.0% | +15.8% | 0.290% | |
| 2/17/2025 | Bank of America Corp DE | 31,782 | $1.53M | 0.0% | -2.9% | 1.382% | |
| 2/13/2025 | One Degree Advisors Inc | 16,203 | $798K | 0.3% | -3.7% | 0.704% | |
| 2/13/2025 | Raymond James Financial Inc. | 43,936 | $2.11M | 0.0% | N/A | 1.910% | |
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| 2/11/2025 | LPL Financial LLC | 88,650 | $4.26M | 0.0% | -1.2% | 3.854% | |
| 2/7/2025 | Independent Advisor Alliance | 10,324 | $496K | 0.0% | N/A | 0.449% | |
| 2/7/2025 | Tower Wealth Partners Inc. | 403,290 | $19.37M | 10.1% | -0.3% | 17.534% | |
| 2/6/2025 | Raymond James Financial Inc. | 43,936 | $2.11M | 0.0% | N/A | 1.910% | |
| 2/6/2025 | Victory Capital Management Inc. | 383,956 | $18.44M | 0.0% | -39.7% | 16.694% | |
| 2/3/2025 | Private Advisor Group LLC | 8,728 | $419K | 0.0% | -9.0% | 0.379% | |
| 2/3/2025 | Legacy Solutions LLC | 6,230 | $299K | 0.3% | N/A | 0.271% | |
| 1/31/2025 | Truist Financial Corp | 5,589 | $268K | 0.0% | -12.0% | 0.243% | |
| 1/27/2025 | Trilogy Capital Inc. | 48,441 | $2.33M | 0.1% | -11.5% | 2.106% | |
| 1/21/2025 | LexAurum Advisors LLC | 11,554 | $555K | 0.1% | -5.9% | 0.502% | |
| 1/14/2025 | Sovereign Financial Group Inc. | 28,570 | $1.37M | 0.3% | -3.9% | 1.242% | |
| 11/15/2024 | Jane Street Group LLC | 6,671 | $324K | 0.0% | N/A | 0.247% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 321,949 | $15.64M | 0.4% | -7.0% | 11.924% | |
| 11/7/2024 | Lindenwold Advisors INC | 5,548 | $270K | 0.1% | +5.2% | 0.205% | |
| 11/5/2024 | Victory Capital Management Inc. | 637,171 | $30.95M | 0.0% | -38.5% | 23.599% | |
| 10/29/2024 | Tower Wealth Partners Inc. | 404,645 | $19.66M | 11.4% | -0.2% | 14.987% | |
| 10/21/2024 | Trilogy Capital Inc. | 54,724 | $2.66M | 0.1% | -1.5% | 2.105% | |
| 10/19/2024 | One Degree Advisors Inc | 16,827 | $811K | 0.3% | -4.5% | 0.647% | |
| 10/8/2024 | Sovereign Financial Group Inc. | 29,742 | $1.45M | 0.3% | -2.5% | 1.122% | |
| 8/10/2024 | Tower Wealth Partners Inc. | 405,459 | $18.42M | 11.4% | +2.3% | 13.981% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 346,153 | $15.73M | 0.4% | +18.2% | 11.349% | |
| 5/24/2024 | Cetera Advisors LLC | 5,755 | $260K | 0.0% | N/A | 0.189% | |
| 5/10/2024 | Lindenwold Advisors INC | 5,188 | $235K | 0.1% | -10.3% | 0.170% | |
| 5/1/2024 | Private Advisor Group LLC | 9,602 | $434K | 0.0% | -2.5% | 0.315% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 30,146 | $1.36M | 0.0% | -8.0% | 1.005% | |
| 4/18/2024 | Tower Wealth Partners Inc. | 396,486 | $17.94M | 11.6% | +1.2% | 13.216% | |
| 4/17/2024 | Trilogy Capital Inc. | 59,426 | $2.69M | 0.2% | -20.8% | 1.981% | |
| 4/15/2024 | Sovereign Financial Group Inc. | 21,820 | $987K | 0.3% | +71.5% | 0.727% | |
| 2/8/2024 | Lindenwold Advisors INC | 5,786 | $243K | 0.1% | +6.2% | 0.187% | |
| 2/7/2024 | One Degree Advisors Inc | 17,640 | $762K | 0.4% | N/A | 0.569% | |
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| 2/6/2024 | Sovereign Financial Group Inc. | 12,721 | $535K | 0.2% | N/A | 0.410% | |
| 2/6/2024 | Sykon Capital LLC | 263,772 | $11.10M | 4.4% | N/A | 8.509% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 177,438 | $7.47M | 0.3% | N/A | 5.724% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 8,692 | $366K | 0.0% | +6.0% | 0.276% | |
| 1/22/2024 | Tower Wealth Partners Inc. | 391,809 | $16.48M | 11.6% | -0.5% | 12.438% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 32,756 | $1.38M | 0.0% | N/A | 1.040% | |
| 1/16/2024 | Raymond James & Associates | 15,482 | $651K | 0.0% | -3.4% | 0.491% | |
| 1/12/2024 | Trilogy Capital Inc. | 75,046 | $3.16M | 0.2% | -10.6% | 2.274% | |
| 11/6/2023 | Victory Capital Management Inc. | 1,193,367 | $46.91M | 0.1% | -2.9% | 40.453% | |
| 10/25/2023 | Tower Wealth Partners Inc. | 393,870 | $15.48M | 12.7% | +0.3% | 13.352% | |
| 10/16/2023 | Trilogy Capital Inc. | 83,903 | $3.30M | 0.2% | -1.7% | 2.844% | |
| 10/16/2023 | LexAurum Advisors LLC | 14,417 | $567K | 0.2% | -17.3% | 0.489% | |
| 8/10/2023 | Private Advisor Group LLC | 9,843 | $400K | 0.0% | -11.3% | 0.328% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 7,971 | $324K | 0.0% | +17.0% | 0.266% | |
| 8/1/2023 | Truist Financial Corp | 7,353 | $299K | 0.0% | N/A | 0.245% | |
| 7/31/2023 | Tower Wealth Partners Inc. | 392,644 | $15.97M | 12.8% | -8.8% | 13.088% | |
| 7/27/2023 | Victory Capital Management Inc. | 1,229,518 | $50.02M | 0.1% | -0.1% | 40.312% | |
| 7/25/2023 | Raymond James & Associates | 16,017 | $652K | 0.0% | +2.2% | 0.525% | |
| 7/24/2023 | Trilogy Capital Inc. | 85,358 | $3.54M | 0.2% | -7.6% | 2.799% | |
| 5/10/2023 | Atria Investments Inc | 45,680 | $1.77M | 0.0% | +5.3% | 1.474% | |
| 5/10/2023 | Private Advisor Group LLC | 11,101 | $430K | 0.0% | N/A | 0.358% | |
| 5/10/2023 | LPL Financial LLC | 68,529 | $2.65M | 0.0% | +1.2% | 2.211% | |
| 5/4/2023 | Tower Wealth Partners Inc. | 430,654 | $16.67M | 13.9% | +1.2% | 13.892% | |
| 4/17/2023 | Trilogy Capital Inc. | 92,405 | $3.58M | 0.3% | -5.2% | 2.981% | |
| 3/10/2023 | Victory Capital Management Inc. | 1,230,148 | $46.94M | 0.1% | -0.2% | 37.851% | |
| 2/28/2023 | Trust Investment Advisors | 5,329 | $203K | 0.1% | N/A | 0.169% | |
| 2/13/2023 | Smith Moore & CO. | 21,211 | $809K | 0.1% | +85.9% | 0.653% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 53,597 | $2.04M | 0.0% | +5.7% | 1.649% | |
| 2/9/2023 | Victory Capital Management Inc. | 1,230,148 | $47.77M | 0.1% | -0.2% | 37.851% | |
| 2/9/2023 | Trilogy Capital Inc. | 97,504 | $3.72M | 0.3% | N/A | 3.000% | |
| 2/7/2023 | LPL Financial LLC | 67,718 | $2.58M | 0.0% | -3.5% | 2.084% | |
| 2/7/2023 | IFP Advisors Inc | 105,864 | $2.93M | 0.1% | +3.1% | 3.257% | |
| 1/31/2023 | Atria Investments Inc | 43,388 | $1.66M | 0.0% | -0.9% | 1.335% | |
| 1/31/2023 | Tower Wealth Partners Inc. | 425,418 | $16.23M | 14.1% | +1.1% | 13.090% | |
| 1/25/2023 | Fifth Third Bancorp | 752 | $29K | 0.0% | N/A | 0.023% | |
| 1/18/2023 | Private Advisor Group LLC | 11,413 | $435K | 0.0% | -6.3% | 0.351% | |
| 11/14/2022 | Smith Moore & CO. | 11,412 | $394K | 0.1% | +79.0% | 0.346% | |
| 11/8/2022 | IFP Advisors Inc | 102,646 | $2.84M | 0.1% | +1.0% | 3.110% | |
| 11/2/2022 | Victory Capital Management Inc. | 1,232,308 | $42.57M | 0.0% | -0.3% | 37.343% | |
| 11/1/2022 | Atria Investments LLC | 43,766 | $1.51M | 0.0% | +2.5% | 1.326% | |
| 8/15/2022 | Tower Wealth Partners Inc. | 447,204 | $16.41M | 21.8% | +7.9% | 13.760% | |
| 8/12/2022 | LPL Financial LLC | 180,277 | $6.61M | 0.0% | -2.5% | 5.547% | |
| 8/11/2022 | Atria Investments LLC | 42,703 | $1.57M | 0.0% | -2.2% | 1.314% | |
| 8/4/2022 | Cornerstone Wealth Management LLC | 6,095 | $224K | 0.0% | -98.5% | 0.188% | |
| 8/1/2022 | Victory Capital Management Inc. | 1,236,498 | $45.36M | 0.1% | -5.4% | 38.046% | |
| 7/13/2022 | Private Advisor Group LLC | 12,172 | $447K | 0.0% | +4.0% | 0.375% | |
| 5/12/2022 | Smith Moore & CO. | 6,375 | $265K | 0.0% | -12.8% | 0.170% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 36,425 | $1.52M | 0.0% | -20.7% | 0.971% | |
| 5/4/2022 | LexAurum Advisors LLC | 17,557 | $731K | 0.2% | -5.4% | 0.468% | |
| 5/4/2022 | Victory Capital Management Inc. | 1,306,678 | $51.60M | 0.1% | -11.5% | 34.845% | |
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| 5/2/2022 | Atria Investments LLC | 43,655 | $1.82M | 0.0% | -9.1% | 1.164% | |
| 5/2/2022 | Steward Partners Investment Advisory LLC | 1,000 | $42K | 0.0% | -28.6% | 0.027% | |
| 4/21/2022 | Cornerstone Wealth Management LLC | 415,949 | $17.31M | 1.7% | +1.3% | 11.092% | |
| 4/15/2022 | Tower Wealth Partners Inc. | 414,495 | $17.25M | 18.7% | +0.3% | 8.459% | |
| 2/15/2022 | Lindenwold Advisors | 5,226 | $220K | 0.1% | N/A | 0.134% | |
| 2/15/2022 | Cornerstone Wealth Management LLC | 410,687 | $17.29M | 1.6% | +3.5% | 10.530% | |
| 2/14/2022 | LPL Financial LLC | 202,660 | $8.53M | 0.0% | +5.5% | 5.196% | |
| 2/10/2022 | Private Advisor Group LLC | 11,698 | $492K | 0.0% | -2.9% | 0.300% | |
| 2/7/2022 | Victory Capital Management Inc. | 1,476,680 | $62.17M | 0.1% | -6.6% | 37.864% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 7,477 | $315K | 0.0% | N/A | 0.192% | |
