| 4/25/2024 | IAG Wealth Partners LLC | 122,215 | $2.39M | 0.5% | N/A | 0.955% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 88,755 | $1.74M | 0.0% | -7.1% | 0.693% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 840,660 | $16.46M | 0.0% | +36.0% | 6.568% | |
| 4/22/2024 | Raymond James & Associates | 905,730 | $17.73M | 0.0% | +11.0% | 7.076% | |
| 4/16/2024 | Capital Asset Advisory Services LLC | 134,677 | $2.59M | 0.1% | -2.8% | 1.820% | |
| 4/16/2024 | ERn Financial LLC | 392,883 | $7.69M | 1.3% | +4.9% | 5.309% | |
|
| 4/15/2024 | Wealthcare Advisory Partners LLC | 150,323 | $2.94M | 0.1% | +9.4% | 2.031% | |
| 4/11/2024 | Independent Wealth Network Inc. | 69,394 | $1.36M | 3.6% | +1.1% | 0.938% | |
| 4/9/2024 | CJM Wealth Advisers Ltd. | 17,907 | $351K | 0.1% | N/A | 0.242% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 228,426 | $4.51M | 0.0% | +36.4% | 3.087% | |
| 2/13/2024 | Trademark Financial Management LLC | 17,230 | $340K | 0.2% | N/A | 0.233% | |
| 2/13/2024 | Jones Financial Companies Lllp | 4,552 | $90K | 0.0% | N/A | 0.062% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 95,557 | $1.89M | 0.0% | -40.7% | 1.291% | |
| 2/9/2024 | Journey Strategic Wealth LLC | 20,920 | $413K | 0.0% | N/A | 0.283% | |
| 2/8/2024 | Main Street Financial Solutions LLC | 328,550 | $6.49M | 0.8% | +0.6% | 4.440% | |
| 2/8/2024 | Financial Advocates Investment Management | 34,922 | $690K | 0.0% | -52.3% | 0.472% | |
| 2/6/2024 | Private Advisor Group LLC | 14,865 | $294K | 0.0% | -3.8% | 0.201% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 137,401 | $2.72M | 0.1% | N/A | 1.857% | |
| 2/6/2024 | Axxcess Wealth Management LLC | 138,290 | $2.73M | 0.1% | +51.5% | 1.869% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 7,300 | $144K | 0.0% | +28.1% | 0.099% | |
| 2/5/2024 | Birchcreek Wealth Management LLC | 12,743 | $252K | 0.2% | +6.1% | 0.172% | |
| 2/2/2024 | Truist Financial Corp | 179,771 | $3.55M | 0.0% | -18.4% | 2.429% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 30,321 | $601K | 0.0% | +13.4% | 0.410% | |
| 2/1/2024 | Element Wealth LLC | 148,905 | $2.94M | 1.8% | N/A | 2.012% | |
| 1/24/2024 | Private Trust Co. NA | 5,870 | $116K | 0.0% | -25.4% | 0.079% | |
| 1/19/2024 | ERn Financial LLC | 374,400 | $7.29M | 1.4% | N/A | 5.059% | |
| 1/18/2024 | Yarger Wealth Strategies LLC | 288,012 | $5.69M | 4.6% | +1.6% | 3.892% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 617,924 | $12.21M | 0.0% | -32.6% | 8.350% | |
| 1/16/2024 | Raymond James & Associates | 816,021 | $16.13M | 0.0% | +1,601.6% | 11.027% | |
| 1/12/2024 | Independent Wealth Network Inc. | 68,655 | $1.36M | 0.7% | -2.9% | 0.928% | |
| 1/11/2024 | Amplius Wealth Advisors LLC | 688,204 | $13.60M | 1.6% | +6.7% | 9.300% | |
| 1/9/2024 | Capital Asset Advisory Services LLC | 138,486 | $2.74M | 0.2% | +5.2% | 1.871% | |
| 11/15/2023 | Axxcess Wealth Management LLC | 91,256 | $1.67M | 0.1% | N/A | 1.233% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 216,683 | $3.96M | 0.0% | +3.4% | 2.928% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 26,739 | $490K | 0.0% | +2.3% | 0.361% | |
| 11/6/2023 | Leelyn Smith LLC | 35,950 | $657K | 0.2% | +47.1% | 0.486% | |
| 11/3/2023 | Main Street Financial Solutions LLC | 326,741 | $5.97M | 0.8% | N/A | 4.415% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 916,748 | $16.75M | 0.0% | +16.7% | 12.388% | |
| 10/24/2023 | Raymond James & Associates | 47,957 | $876K | 0.0% | N/A | 0.648% | |
| 10/24/2023 | Birchcreek Wealth Management LLC | 12,012 | $219K | 0.1% | N/A | 0.162% | |
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| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 161,216 | $2.95M | 0.0% | +12.2% | 2.179% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 153,263 | $2.80M | 0.0% | +14.2% | 2.071% | |
| 10/18/2023 | Capital Asset Advisory Services LLC | 131,648 | $2.42M | 0.2% | +53.2% | 1.779% | |
| 10/18/2023 | Private Trust Co. NA | 7,870 | $144K | 0.0% | +50.8% | 0.106% | |
| 10/17/2023 | Amplius Wealth Advisors LLC | 645,182 | $11.79M | 1.6% | +34.9% | 8.719% | |
| 10/16/2023 | Yarger Wealth Strategies LLC | 283,539 | $5.18M | 4.4% | +209.5% | 3.832% | |
| 10/11/2023 | Independent Wealth Network Inc. | 70,725 | $1.29M | 0.8% | +4.7% | 0.956% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 134,231 | $2.61M | 0.0% | +38.5% | 2.003% | |
| 8/10/2023 | Private Advisor Group LLC | 15,708 | $305K | 0.0% | N/A | 0.234% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 199,619 | $3.88M | 0.0% | +16.1% | 2.979% | |
| 8/9/2023 | Flow Traders U.S. LLC | 42,509 | $826K | 0.0% | N/A | 0.634% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 209,541 | $4.07M | 0.0% | +710.6% | 3.127% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 26,137 | $510K | 0.0% | +21.0% | 0.390% | |
| 8/3/2023 | Bank of New York Mellon Corp | 1,273,634 | $24.76M | 0.0% | -27.6% | 19.009% | |
| 8/2/2023 | Capital Asset Advisory Services LLC | 85,910 | $1.67M | 0.1% | +5.6% | 1.282% | |
| 8/2/2023 | Bank of Montreal Can | 80,753 | $1.58M | 0.0% | N/A | 1.205% | |
| 8/1/2023 | PRW Wealth Management LLC | 20,950 | $408K | 0.1% | N/A | 0.313% | |
| 8/1/2023 | Truist Financial Corp | 208,173 | $4.05M | 0.0% | +539.7% | 3.107% | |
| 7/31/2023 | LPL Financial LLC | 46,167 | $897K | 0.0% | -38.3% | 0.689% | |
| 7/28/2023 | Wagner Wealth Management LLC | 5,370 | $104K | 0.0% | -95.3% | 0.080% | |
| 7/27/2023 | Yarger Wealth Strategies LLC | 91,619 | $1.78M | 1.6% | N/A | 1.367% | |
| 7/26/2023 | Amplius Wealth Advisors LLC | 478,405 | $9.30M | 1.3% | N/A | 7.140% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 785,344 | $15.27M | 0.0% | +193.2% | 11.722% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 143,664 | $2.79M | 0.0% | +374.6% | 2.144% | |
| 7/12/2023 | Independent Wealth Network Inc. | 67,533 | $1.31M | 0.8% | +8.6% | 1.008% | |
| 6/14/2023 | Atria Wealth Solutions Inc. | 21,595 | $425K | 0.0% | N/A | 0.400% | |
| 5/17/2023 | Wagner Wealth Management LLC | 113,397 | $2.22M | 1.0% | +3.5% | 2.413% | |
| 5/12/2023 | Capital Asset Advisory Services LLC | 81,382 | $1.60M | 0.1% | -6.5% | 1.732% | |
| 5/11/2023 | Financial Advocates Investment Management | 25,225 | $495K | 0.0% | N/A | 0.537% | |
| 5/9/2023 | Bank of New York Mellon Corp | 1,759,283 | $34.50M | 0.0% | -0.6% | 37.432% | |
| 5/8/2023 | Global Retirement Partners LLC | 5,744 | $113K | 0.0% | N/A | 0.122% | |
| 5/5/2023 | Truist Financial Corp | 32,544 | $638K | 0.0% | N/A | 0.692% | |
| 4/18/2023 | Independent Wealth Network Inc. | 62,167 | $1.22M | 0.8% | N/A | 1.323% | |
| 4/18/2023 | Tanglewood Legacy Advisors LLC | 1,275 | $25K | 0.0% | N/A | 0.027% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 267,840 | $5.25M | 0.0% | +486.0% | 5.699% | |
| 4/12/2023 | Private Trust Co. NA | 5,220 | $102K | 0.0% | N/A | 0.111% | |
| 3/8/2023 | Capital Asset Advisory Services LLC | 87,005 | $1.66M | 0.1% | N/A | 2.097% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 45,705 | $871K | 0.0% | +172.5% | 1.101% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 25,336 | $483K | 0.0% | +80.4% | 0.611% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 34,915 | $665K | 0.0% | N/A | 0.841% | |
| 1/31/2023 | Westside Investment Management Inc. | 2,000 | $38K | 0.0% | -75.9% | 0.048% | |
| 1/30/2023 | Concourse Financial Group Securities Inc. | 39,580 | $756K | 0.1% | N/A | 0.954% | |
| 12/8/2022 | Bank of New York Mellon Corp | 1,821,428 | $33.42M | 0.0% | -33.2% | 49.228% | |
| 11/15/2022 | Bank of New York Mellon Corp | 1,821,428 | $33.42M | 0.0% | -33.2% | 49.228% | |
| 11/9/2022 | Westside Investment Management Inc. | 8,300 | $152K | 0.0% | -91.8% | 0.224% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 16,773 | $308K | 0.0% | N/A | 0.453% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 14,045 | $258K | 0.0% | N/A | 0.380% | |
| 8/11/2022 | Cetera Advisor Networks LLC | 22,303 | $430K | 0.0% | N/A | 0.531% | |
| 5/12/2022 | Claraphi Advisory Network LLC | 41,640 | $832K | 0.2% | N/A | 0.968% | |
| 5/11/2022 | Bank of New York Mellon Corp | 2,727,828 | $54.48M | 0.0% | -10.4% | 63.438% | |
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| 5/4/2022 | Advisor Group Holdings Inc. | 803,818 | $4.96M | 0.0% | +12.2% | 18.693% | |
| 3/2/2022 | Rehmann Capital Advisory Group | 21,187 | $450K | 0.0% | -17.8% | 0.437% | |
| 2/15/2022 | Laurel Wealth Advisors Inc. | 14,147 | $301K | 0.0% | -21.7% | 0.304% | |
| 2/4/2022 | Capital Asset Advisory Services LLC | 3,342 | $71K | 0.0% | -41.7% | 0.074% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 28,282 | $601K | 0.0% | N/A | 0.628% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 716,389 | $15.21M | 0.0% | -44.7% | 15.920% | |
| 11/16/2021 | Rehmann Capital Advisory Group | 25,770 | $557K | 0.1% | -4.7% | 0.496% | |
| 11/16/2021 | Claraphi Advisory Network LLC | 23,794 | $515K | 0.2% | N/A | 0.458% | |
| 11/15/2021 | Laurel Wealth Advisors Inc. | 18,069 | $391K | 0.1% | -30.5% | 0.347% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 1,296,105 | $28.04M | 0.1% | +6.7% | 24.925% | |
