| 5/22/2024 | BigSur Wealth Management LLC | 49,687 | $4.39M | 1.4% | -4.8% | 0.205% | |
| 5/17/2024 | National Wealth Management Group LLC | 3,994 | $353K | 0.3% | -8.2% | 0.016% | |
| 5/17/2024 | Comerica Bank | 11,765 | $1.04M | 0.0% | +2.6% | 0.048% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 7,751 | $685K | 0.0% | +7.9% | 0.032% | |
| 5/10/2024 | Spirepoint Private Client LLC | 8,506 | $752K | 0.1% | N/A | 0.035% | |
| 5/9/2024 | Delos Wealth Advisors LLC | 2,306 | $204K | 0.2% | -14.8% | 0.010% | |
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| 5/9/2024 | Blair William & Co. IL | 2,559 | $226K | 0.0% | -18.1% | 0.011% | |
| 5/9/2024 | Condor Capital Management | 22,035 | $1.95M | 0.2% | -16.0% | 0.091% | |
| 5/9/2024 | WP Advisors LLC | 101,514 | $8.98M | 2.9% | -7.1% | 0.418% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 10,240 | $906K | 0.0% | +2.5% | 0.042% | |
| 5/8/2024 | New Republic Capital LLC | 1,001 | $89K | 0.1% | +60.9% | 0.004% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 11,930 | $1.06M | 0.0% | +21.4% | 0.049% | |
| 5/7/2024 | Montag A & Associates Inc. | 29,870 | $2.64M | 0.1% | -7.7% | 0.123% | |
| 5/7/2024 | WealthPLAN Partners LLC | 5,457 | $483K | 0.1% | -15.2% | 0.022% | |
| 5/6/2024 | ACR Alpine Capital Research LLC | 40,755 | $3.60M | 0.1% | -96.0% | 0.168% | |
| 5/4/2024 | SPC Financial Inc. | 14,220 | $1.26M | 0.1% | +29.0% | 0.059% | |
| 5/3/2024 | WealthTrust Asset Management LLC | 3,363 | $297K | 0.2% | -14.7% | 0.014% | |
| 5/2/2024 | Salomon & Ludwin LLC | 2,574 | $228K | 0.0% | -37.4% | 0.011% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 63,337 | $5.60M | 1.1% | -5.6% | 0.261% | |
| 5/2/2024 | Almanack Investment Partners LLC. | 9,191 | $813K | 0.1% | -74.4% | 0.038% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 4,280 | $379K | 0.0% | +14.4% | 0.017% | |
| 5/1/2024 | BNP Paribas Financial Markets | 49,000 | $4.33M | 0.0% | N/A | 0.200% | |
| 5/1/2024 | Wambolt & Associates LLC | 6,334 | $556K | 0.2% | -17.9% | 0.026% | |
| 4/30/2024 | Private Advisor Group LLC | 20,433 | $1.81M | 0.0% | -23.6% | 0.084% | |
| 4/30/2024 | Saxony Capital Management LLC | 15,905 | $1.41M | 1.7% | -29.7% | 0.065% | |
| 4/30/2024 | Concord Wealth Partners | 23,460 | $2.08M | 0.4% | -25.5% | 0.096% | |
| 4/30/2024 | Arkadios Wealth Advisors | 102,552 | $9.07M | 0.7% | -1.6% | 0.419% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 84,645 | $7.49M | 0.0% | -31.8% | 0.346% | |
| 4/29/2024 | PBMares Wealth Management LLC | 5,633 | $498K | 0.1% | -6.2% | 0.023% | |
| 4/26/2024 | Plan Group Financial LLC | 15,388 | $1.36M | 0.9% | -5.3% | 0.063% | |
| 4/26/2024 | Planned Solutions Inc. | 45,048 | $3.98M | 2.0% | -0.5% | 0.184% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 70,385 | $6.23M | 0.0% | -73.7% | 0.288% | |
| 4/24/2024 | SOL Capital Management CO | 48,524 | $4.29M | 0.5% | -24.1% | 0.198% | |
| 4/23/2024 | Global Retirement Partners LLC | 2,572 | $227K | 0.0% | -32.4% | 0.011% | |
| 4/23/2024 | United Asset Strategies Inc. | 57,236 | $5.06M | 0.5% | +4.7% | 0.234% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 240,707 | $21.29M | 0.0% | -1.3% | 0.984% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 6,281 | $555K | 0.1% | N/A | 0.026% | |
| 4/22/2024 | PFG Investments LLC | 3,600 | $318K | 0.0% | N/A | 0.015% | |
| 4/19/2024 | Willis Johnson & Associates Inc. | 2,694 | $238K | 0.0% | N/A | 0.011% | |
| 4/19/2024 | Santori & Peters Inc. | 4,714 | $417K | 0.2% | -3.7% | 0.019% | |
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| 4/18/2024 | Oxinas Partners Wealth Management LLC | 29,634 | $2.62M | 1.7% | -2.9% | 0.121% | |
| 4/18/2024 | Woodmont Investment Counsel LLC | 696 | $62K | 0.0% | N/A | 0.003% | |
| 4/18/2024 | Bridgewealth Advisory Group LLC | 3,528 | $312K | 0.2% | -50.6% | 0.014% | |
| 4/18/2024 | MorganRosel Wealth Management LLC | 4,516 | $399K | 0.1% | +8.6% | 0.018% | |
| 4/18/2024 | Breakwater Capital Group | 19,185 | $1.70M | 0.4% | -6.0% | 0.078% | |
| 4/17/2024 | Guidance Capital Inc. | 8,992 | $746K | 0.3% | N/A | 0.037% | |
| 4/16/2024 | Fidelity D & D Bancorp Inc. | 50,358 | $4.45M | 3.3% | +3.1% | 0.206% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 45,335 | $4.01M | 0.0% | +2.4% | 0.185% | |
| 4/15/2024 | S.A. Mason LLC | 1,355 | $120K | 0.1% | -10.0% | 0.005% | |
| 4/15/2024 | Financial Enhancement Group LLC | 154,817 | $12.91M | 2.1% | -0.2% | 0.593% | |
| 4/13/2024 | IMC Chicago LLC | 53,334 | $4.72M | 0.0% | N/A | 0.204% | |
| 4/11/2024 | Paragon Capital Management Ltd | 4,471 | $395K | 0.1% | -12.2% | 0.017% | |
| 4/5/2024 | NBC Securities Inc. | 430 | $38K | 0.0% | -29.5% | 0.002% | |
| 4/3/2024 | Strategic Advocates LLC | 207,612 | $18.36M | 7.1% | +1,546.3% | 0.795% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 7,181 | $589K | 0.0% | -7.4% | 0.027% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 600 | $49K | 0.0% | N/A | 0.002% | |
| 2/20/2024 | Able Wealth Management LLC | 1,474 | $121K | 0.1% | N/A | 0.006% | |
| 2/14/2024 | Regal Investment Advisors LLC | 5,032 | $413K | 0.0% | +75.9% | 0.019% | |
| 2/13/2024 | FinTrust Capital Advisors LLC | 67,102 | $5.51M | 1.1% | -12.4% | 0.257% | |
| 2/12/2024 | Condor Capital Management | 26,226 | $2.15M | 0.2% | +1.3% | 0.100% | |
| 2/12/2024 | Relative Value Partners Group LLC | 5,454 | $448K | 0.0% | -28.5% | 0.021% | |
| 2/12/2024 | Lockheed Martin Investment Management Co. | 24,200 | $1.99M | 0.1% | +36.0% | 0.093% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 12,223 | $1.00M | 0.1% | -3.2% | 0.047% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 8,032 | $668K | 0.0% | +1.8% | 0.031% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 267,127 | $21.93M | 0.1% | +1.1% | 1.023% | |
| 2/9/2024 | Tidemark LLC | 457 | $38K | 0.0% | N/A | 0.002% | |
| 2/9/2024 | King Luther Capital Management Corp | 5,598 | $459K | 0.0% | -39.2% | 0.021% | |
| 2/9/2024 | Trexquant Investment LP | 5,649 | $464K | 0.0% | +68.7% | 0.022% | |
| 2/9/2024 | Corient Private Wealth LLC | 17,729 | $1.46M | 0.0% | -14.1% | 0.068% | |
| 2/9/2024 | Wells Fargo & Company MN | 292,840 | $24.04M | 0.0% | -9.9% | 1.121% | |
| 2/9/2024 | Balentine LLC | 430 | $35K | 0.0% | -57.3% | 0.002% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 47,518 | $3.90M | 0.2% | +1.2% | 0.182% | |
| 2/9/2024 | UBS Group AG | 384,282 | $31.54M | 0.0% | -21.8% | 1.471% | |
| 2/8/2024 | WealthTrust Asset Management LLC | 3,943 | $324K | 0.3% | -28.9% | 0.015% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 9,994 | $820K | 0.0% | +1.7% | 0.038% | |
| 2/7/2024 | Wambolt & Associates LLC | 7,718 | $633K | 0.1% | -35.5% | 0.030% | |
| 2/7/2024 | Almanack Investment Partners LLC. | 35,918 | $2.95M | 0.4% | +39.9% | 0.138% | |
| 2/7/2024 | Strategic Advocates LLC | 12,611 | $1.04M | 0.4% | N/A | 0.048% | |
| 2/7/2024 | Mount Lucas Management LP | 75,114 | $6.17M | 1.8% | -76.3% | 0.288% | |
| 2/7/2024 | Principal Securities Inc. | 697 | $57K | 0.0% | N/A | 0.003% | |
| 2/7/2024 | Delos Wealth Advisors LLC | 2,705 | $222K | 0.3% | -7.1% | 0.010% | |
| 2/6/2024 | Lincoln National Corp | 4,092 | $336K | 0.0% | -53.6% | 0.016% | |
| 2/6/2024 | ACR Alpine Capital Research LLC | 1,025,958 | $84.21M | 2.8% | +844.1% | 3.928% | |
| 2/6/2024 | Private Advisor Group LLC | 26,744 | $2.20M | 0.0% | +49.2% | 0.102% | |
| 2/6/2024 | Connecticut Wealth Management LLC | 12,077 | $991K | 0.1% | -11.4% | 0.046% | |
| 2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 32,855 | $2.70M | 0.1% | +377.5% | 0.126% | |
| 2/6/2024 | Concord Wealth Partners | 31,488 | $2.59M | 0.5% | -34.1% | 0.121% | |
| 2/5/2024 | Stonebridge Financial Planning Group LLC | 12,874 | $1.06M | 0.6% | -13.9% | 0.049% | |
| 2/5/2024 | Santori & Peters Inc. | 4,894 | $402K | 0.2% | -25.2% | 0.019% | |
| 2/5/2024 | Bridgewealth Advisory Group LLC | 7,146 | $587K | 0.4% | -15.3% | 0.027% | |
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| 2/5/2024 | Silver Oak Securities Incorporated | 15,917 | $1.31M | 0.2% | N/A | 0.061% | |
| 2/2/2024 | Truist Financial Corp | 308,475 | $25.32M | 0.0% | -42.7% | 1.181% | |
| 2/2/2024 | Poplar Forest Capital LLC | 3,550 | $291K | 0.0% | -22.1% | 0.014% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 5,940 | $488K | 0.0% | -10.0% | 0.023% | |
| 2/1/2024 | National Wealth Management Group LLC | 4,353 | $357K | 0.3% | -13.3% | 0.017% | |
| 2/1/2024 | Armbruster Capital Management Inc. | 390,042 | $32.02M | 7.3% | -8.7% | 1.493% | |
| 2/1/2024 | CWM LLC | 57,591 | $4.73M | 0.0% | +0.6% | 0.220% | |
| 2/1/2024 | OVERSEA CHINESE BANKING Corp Ltd | 65,060 | $5.34M | 0.2% | -60.7% | 0.249% | |
| 1/31/2024 | WP Advisors LLC | 109,245 | $8.97M | 3.3% | +2.4% | 0.418% | |
| 1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 22,988 | $1.89M | 0.0% | -9.6% | 0.088% | |
