| 4/30/2025 | Stratos Wealth Advisors LLC | 143,820 | $8.74M | 0.5% | N/A | 3.596% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 783,663 | $47.64M | 0.0% | +0.5% | 19.592% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 43,289 | $2.63M | 0.1% | +82.1% | 1.082% | |
| 2/17/2025 | Citadel Advisors LLC | 14,249 | $869K | 0.0% | +19.2% | 0.377% | |
| 2/17/2025 | Bank of America Corp DE | 14,517 | $885K | 0.0% | +315.7% | 0.384% | |
| 2/17/2025 | Allegheny Financial Group | 3,474 | $212K | 0.1% | N/A | 0.092% | |
| 2/13/2025 | Synovus Financial Corp | 253,235 | $15.45M | 0.2% | -1.4% | 6.699% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 779,681 | $47.56M | 0.0% | -4.1% | 20.626% | |
| 2/12/2025 | Heritage Wealth Advisors | 51,269 | $3.13M | 0.2% | +2.0% | 1.356% | |
| 2/11/2025 | LPL Financial LLC | 107,811 | $6.58M | 0.0% | -3.3% | 2.852% | |
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| 2/11/2025 | American Century Companies Inc. | 1,507,473 | $91.95M | 0.1% | -3.6% | 39.880% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 6,217 | $379K | 0.0% | +8.7% | 0.164% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,095 | $311K | 0.0% | -15.1% | 0.135% | |
| 2/3/2025 | WealthBridge Capital Management LLC | 5,788 | $353K | 0.1% | -4.1% | 0.153% | |
| 2/3/2025 | Sunpointe LLC | 13,175 | $804K | 0.4% | N/A | 0.349% | |
| 2/3/2025 | Private Advisor Group LLC | 526,177 | $32.09M | 0.2% | +7.2% | 13.920% | |
| 1/31/2025 | D.A. Davidson & CO. | 4,481 | $273K | 0.0% | N/A | 0.119% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 23,771 | $1.45M | 0.1% | N/A | 0.629% | |
| 11/25/2024 | Synovus Financial Corp | 256,729 | $15.95M | 0.2% | -3.2% | 6.792% | |
| 11/15/2024 | HighTower Advisors LLC | 9,169 | $568K | 0.0% | N/A | 0.243% | |
| 10/25/2024 | Worth Financial Advisory Group LLC | 7,473 | $464K | 0.3% | +3.0% | 0.198% | |
| 10/22/2024 | Private Advisor Group LLC | 491,057 | $30.50M | 0.2% | +15.1% | 12.991% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 819,113 | $46.48M | 0.0% | +5.0% | 21.670% | |
| 8/8/2024 | American Century Companies Inc. | 1,561,340 | $88.59M | 0.1% | +2.9% | 41.305% | |
| 8/5/2024 | Private Advisor Group LLC | 426,663 | $24.21M | 0.2% | +8.4% | 11.287% | |
| 7/26/2024 | Worth Financial Advisory Group LLC | 7,255 | $412K | 0.3% | -42.2% | 0.192% | |
| 5/21/2024 | Atria Investments Inc | 43,650 | $2.55M | 0.0% | -6.8% | 1.155% | |
| 5/8/2024 | Heritage Wealth Advisors | 44,108 | $2.57M | 0.1% | +56.0% | 1.167% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 8,838 | $515K | 0.0% | -18.9% | 0.234% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 12,558 | $732K | 0.5% | +2.6% | 0.332% | |
| 4/30/2024 | Private Advisor Group LLC | 393,681 | $22.95M | 0.2% | +2.6% | 10.415% | |
| 4/30/2024 | Investment Advisory Group LLC | 3,600 | $210K | 0.1% | N/A | 0.095% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 3,843 | $224K | 0.0% | N/A | 0.102% | |
| 2/12/2024 | Heritage Wealth Advisors | 28,269 | $1.50M | 0.1% | -1.3% | 0.650% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 10,895 | $579K | 0.0% | -8.1% | 0.250% | |
| 2/6/2024 | Private Advisor Group LLC | 383,646 | $20.38M | 0.2% | +11.3% | 8.819% | |
| 2/1/2024 | CWM LLC | 650 | $35K | 0.0% | N/A | 0.015% | |
| 1/19/2024 | Worth Financial Advisory Group LLC | 12,240 | $650K | 0.5% | -2.1% | 0.281% | |
| 11/30/2023 | American Century Companies Inc. | 1,906,640 | $92.74M | 0.1% | -8.0% | 43.831% | |
| 11/14/2023 | Synovus Financial Corp | 274,917 | $13.38M | 0.2% | -0.6% | 6.320% | |
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| 11/13/2023 | LPL Financial LLC | 118,163 | $5.75M | 0.0% | -1.7% | 2.716% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 749,654 | $36.47M | 0.0% | +1.5% | 17.233% | |
| 11/9/2023 | Heritage Wealth Advisors | 28,648 | $1.39M | 0.1% | -7.9% | 0.659% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 11,859 | $577K | 0.0% | N/A | 0.273% | |
| 11/7/2023 | Atria Investments Inc | 48,354 | $2.35M | 0.0% | +0.8% | 1.112% | |
| 11/3/2023 | Private Advisor Group LLC | 344,837 | $16.77M | 0.1% | +12.5% | 7.927% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 11,095 | $540K | 0.0% | -4.0% | 0.255% | |
| 10/13/2023 | Worth Financial Advisory Group LLC | 12,505 | $608K | 0.5% | -28.7% | 0.287% | |
| 8/10/2023 | Private Advisor Group LLC | 306,422 | $15.25M | 0.1% | +7.2% | 7.044% | |
| 8/9/2023 | Heritage Wealth Advisors | 31,116 | $1.55M | 0.1% | -0.6% | 0.715% | |
| 8/8/2023 | Synovus Financial Corp | 276,585 | $13.77M | 0.2% | +0.4% | 6.358% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 738,401 | $36.75M | 0.0% | +2.2% | 16.975% | |
| 8/4/2023 | Atria Investments Inc | 47,957 | $2.39M | 0.0% | +3.6% | 1.102% | |
| 8/1/2023 | WealthBridge Capital Management LLC | 6,191 | $308K | 0.1% | +7.9% | 0.143% | |
| 7/31/2023 | LPL Financial LLC | 120,182 | $5.98M | 0.0% | -15.6% | 2.782% | |
| 7/28/2023 | Worth Financial Advisory Group LLC | 17,530 | $872K | 0.8% | -5.5% | 0.406% | |
| 5/11/2023 | Synovus Financial Corp | 275,455 | $13.21M | 0.1% | -0.3% | 6.406% | |
| 5/11/2023 | American Century Companies Inc. | 2,118,904 | $101.58M | 0.1% | +0.2% | 49.277% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 722,198 | $34.62M | 0.0% | -0.9% | 16.795% | |
| 5/10/2023 | Atria Investments Inc | 46,308 | $2.22M | 0.0% | +14.0% | 1.077% | |
| 5/10/2023 | Private Advisor Group LLC | 285,796 | $13.70M | 0.1% | N/A | 6.646% | |
| 5/10/2023 | LPL Financial LLC | 142,477 | $6.83M | 0.0% | -10.7% | 3.313% | |
| 5/4/2023 | Heritage Wealth Advisors | 31,317 | $1.50M | 0.1% | +15.9% | 0.728% | |
| 4/20/2023 | Worth Financial Advisory Group LLC | 18,545 | $889K | 0.8% | +35.5% | 0.431% | |
| 2/13/2023 | American Century Companies Inc. | 2,115,374 | $100.57M | 0.1% | -3.9% | 49.195% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 8,320 | $396K | 0.0% | N/A | 0.193% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 11,558 | $549K | 0.0% | +32.8% | 0.269% | |
| 2/7/2023 | Paul Damon & Associates Inc. | 4,503 | $214K | 0.1% | N/A | 0.105% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 11,715 | $556K | 0.0% | +85.7% | 0.272% | |
| 2/7/2023 | LPL Financial LLC | 159,483 | $7.58M | 0.0% | +9.6% | 3.709% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 729,044 | $34.66M | 0.0% | +2.2% | 16.955% | |
| 2/6/2023 | Synovus Financial Corp | 276,309 | $13.14M | 0.1% | -0.2% | 6.426% | |
| 1/31/2023 | Atria Investments Inc | 40,620 | $1.93M | 0.0% | +2.1% | 0.945% | |
| 1/18/2023 | Private Advisor Group LLC | 265,174 | $12.61M | 0.0% | +4.9% | 6.138% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 713,493 | $29.96M | 0.0% | -2.6% | 16.290% | |
| 11/1/2022 | Atria Investments LLC | 39,793 | $1.67M | 0.0% | +6.8% | 0.909% | |
| 10/27/2022 | Synovus Financial Corp | 276,764 | $11.62M | 0.1% | -1.6% | 6.319% | |
| 10/14/2022 | Private Advisor Group LLC | 252,692 | $10.61M | 0.1% | +11.5% | 5.769% | |
| 10/12/2022 | PCG Wealth Advisors LLC | 40,922 | $1.71M | 0.6% | N/A | 0.934% | |
| 8/12/2022 | LPL Financial LLC | 145,815 | $6.70M | 0.0% | +9.1% | 3.314% | |
| 8/11/2022 | Atria Investments LLC | 37,250 | $1.71M | 0.0% | +4.7% | 0.847% | |
| 8/10/2022 | Synovus Financial Corp | 281,261 | $12.93M | 0.2% | +2.5% | 6.392% | |
| 8/4/2022 | Heritage Wealth Advisors | 25,631 | $1.18M | 0.1% | +6.3% | 0.583% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 732,572 | $33.68M | 0.0% | -5.3% | 16.649% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 5,935 | $272K | 0.0% | +16.5% | 0.136% | |
| 7/13/2022 | Private Advisor Group LLC | 226,667 | $10.42M | 0.1% | +8.9% | 5.175% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 8,844 | $407K | 0.0% | +4.6% | 0.202% | |
| 5/25/2022 | Fortitude Advisory Group L.L.C. | 5,387 | $280K | 0.1% | +10.2% | 0.124% | |
| 5/12/2022 | Synovus Financial Corp | 274,358 | $14.28M | 0.2% | +1.9% | 6.307% | |
| 5/12/2022 | Private Advisor Group LLC | 208,067 | $10.83M | 0.1% | +5.1% | 4.783% | |
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| 5/11/2022 | American Century Companies Inc. | 2,147,744 | $111.83M | 0.1% | +15.2% | 49.373% | |
| 5/11/2022 | Heritage Wealth Advisors | 24,108 | $1.26M | 0.1% | +9.2% | 0.554% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 5,095 | $265K | 0.0% | +11.4% | 0.117% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 773,296 | $40.27M | 0.0% | +6.3% | 17.777% | |
| 5/2/2022 | Atria Investments LLC | 35,569 | $1.85M | 0.0% | N/A | 0.818% | |
| 4/22/2022 | UMB Bank N A MO | 715 | $37K | 0.0% | N/A | 0.018% | |
| 4/19/2022 | Joseph P. Lucia & Associates LLC | 3,019 | $157K | 0.1% | N/A | 0.075% | |
| 4/15/2022 | WealthBridge Capital Management LLC | 4,102 | $214K | 0.1% | +6.7% | 0.102% | |
| 2/15/2022 | Synovus Financial Corp | 269,228 | $14.25M | 0.1% | +6.1% | 6.681% | |
| 2/14/2022 | LPL Financial LLC | 153,398 | $8.12M | 0.0% | +15.3% | 3.806% | |
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