| 2/18/2025 | Western Wealth Management LLC | 12,556 | $465K | 0.1% | -5.3% | 0.589% | |
| 2/17/2025 | Cetera Investment Advisers | 75,782 | $2.80M | 0.0% | +1.6% | 3.558% | |
| 2/17/2025 | Baird Financial Group Inc. | 91,217 | $3.38M | 0.0% | +2.8% | 4.282% | |
| 2/17/2025 | Bank of America Corp DE | 49,436 | $1.83M | 0.0% | +3.3% | 2.321% | |
| 2/14/2025 | Jane Street Group LLC | 5,680 | $210K | 0.0% | -75.0% | 0.267% | |
| 2/14/2025 | Susquehanna International Group LLP | 58,822 | $2.18M | 0.0% | +19.4% | 2.762% | |
| 2/13/2025 | Raymond James Financial Inc. | 157,056 | $5.81M | 0.0% | N/A | 7.374% | |
| 2/13/2025 | Wells Fargo & Company MN | 21,466 | $794K | 0.0% | -6.9% | 1.008% | |
| 2/13/2025 | Smith Moore & CO. | 6,351 | $235K | 0.0% | -4.8% | 0.298% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,488 | $55K | 0.0% | -54.4% | 0.070% | |
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| 2/10/2025 | Commonwealth Equity Services LLC | 9,311 | $345K | 0.0% | -3.0% | 0.437% | |
| 2/6/2025 | Raymond James Financial Inc. | 157,056 | $5.81M | 0.0% | N/A | 7.374% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 2,455 | $91K | 0.0% | N/A | 0.115% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,250 | $46K | 0.0% | +143.2% | 0.059% | |
| 2/5/2025 | Heritage Wealth Management Inc. | 12,650 | $468K | 0.2% | -2.3% | 0.594% | |
| 1/31/2025 | Sanctuary Advisors LLC | 16,878 | $652K | 0.0% | -3.4% | 0.792% | |
| 1/31/2025 | Anson Capital Inc. | 9,586 | $355K | 0.3% | +2.8% | 0.450% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 73,905 | $2.73M | 0.2% | +3.2% | 3.470% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,263 | $137K | 0.0% | -92.0% | 0.153% | |
| 11/25/2024 | Sanctuary Advisors LLC | 17,474 | $670K | 0.0% | +7.5% | 0.820% | |
| 11/15/2024 | Jane Street Group LLC | 22,763 | $952K | 0.0% | -37.3% | 1.069% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 71,627 | $3.00M | 0.2% | +1.3% | 3.363% | |
| 10/24/2024 | Anson Capital Inc. | 9,327 | $390K | 0.3% | -11.1% | 0.438% | |
| 9/9/2024 | Heritage Wealth Management Inc. | 12,950 | $498K | 0.2% | N/A | 0.608% | |
| 9/5/2024 | Sanctuary Advisors LLC | 16,253 | $611K | 0.0% | N/A | 0.763% | |
| 8/22/2024 | Cetera Investment Advisers | 73,645 | $2.78M | 0.0% | -5.2% | 3.458% | |
| 8/7/2024 | Anson Capital Inc. | 10,486 | $396K | 0.4% | +7.0% | 0.492% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 70,709 | $2.67M | 0.2% | -1.3% | 3.320% | |
| 7/19/2024 | Raymond James & Associates | 49,237 | $1.86M | 0.0% | -5.0% | 2.312% | |
| 5/24/2024 | Cetera Advisors LLC | 76,475 | $3.00M | 0.0% | N/A | 3.590% | |
| 5/24/2024 | Cetera Investment Advisers | 77,716 | $3.05M | 0.0% | -1.7% | 3.649% | |
| 5/7/2024 | Anson Capital Inc. | 9,801 | $384K | 0.6% | +9.2% | 0.460% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 71,675 | $2.81M | 0.2% | +18.1% | 3.365% | |
| 2/14/2024 | CFS Investment Advisory Services LLC | 18,147 | $702K | 0.1% | -75.4% | 0.720% | |
| 2/13/2024 | Anson Capital Inc. | 8,977 | $347K | 0.6% | N/A | 0.356% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 60,700 | $2.35M | 0.2% | +0.7% | 2.409% | |
| 1/30/2024 | Scissortail Wealth Management LLC | 12,450 | $479K | 0.2% | N/A | 0.494% | |
| 1/30/2024 | SFI Advisors LLC | 19,889 | $769K | 0.7% | -9.0% | 0.789% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 128,142 | $4.96M | 0.0% | +0.6% | 5.085% | |
| 1/16/2024 | Raymond James & Associates | 52,711 | $2.04M | 0.0% | -2.3% | 2.092% | |
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| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 127,384 | $4.45M | 0.0% | -0.3% | 5.055% | |
| 10/24/2023 | Raymond James & Associates | 53,935 | $1.88M | 0.0% | -2.2% | 2.140% | |
| 10/13/2023 | Landmark Wealth Management LLC | 86,963 | $3.03M | 1.7% | -6.8% | 3.451% | |
| 10/11/2023 | Koss Olinger Consulting LLC | 66,340 | $2.32M | 0.3% | -4.4% | 2.633% | |
| 8/11/2023 | Baird Financial Group Inc. | 83,909 | $3.11M | 0.0% | +3.1% | 3.330% | |
| 8/11/2023 | Smith Moore & CO. | 7,468 | $276K | 0.0% | -3.9% | 0.296% | |
| 8/10/2023 | Cetera Investment Advisers | 77,920 | $2.88M | 0.0% | -0.5% | 3.092% | |
| 8/9/2023 | Flow Traders U.S. LLC | 15,222 | $563K | 0.0% | N/A | 0.604% | |
| 7/31/2023 | LPL Financial LLC | 21,281 | $788K | 0.0% | -6.0% | 0.844% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 127,713 | $4.73M | 0.0% | +2.7% | 5.068% | |
| 7/25/2023 | Raymond James & Associates | 55,158 | $2.04M | 0.0% | -4.0% | 2.189% | |
| 7/21/2023 | CFS Investment Advisory Services LLC | 52,279 | $1.94M | 0.2% | +3.8% | 2.075% | |
| 7/14/2023 | Landmark Wealth Management LLC | 93,292 | $3.45M | 3.1% | -0.5% | 3.702% | |
| 5/12/2023 | Koss Olinger Consulting LLC | 69,410 | $2.60M | 0.3% | +19.5% | 2.799% | |
| 5/5/2023 | CFS Investment Advisory Services LLC | 50,377 | $1.89M | 0.3% | +67.9% | 2.031% | |
| 4/17/2023 | Landmark Wealth Management LLC | 93,762 | $3.52M | 2.0% | +28.8% | 3.781% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 124,398 | $4.67M | 0.0% | +0.6% | 5.016% | |
| 4/14/2023 | Raymond James & Associates | 57,458 | $2.16M | 0.0% | -1.4% | 2.317% | |
| 3/6/2023 | OLD Mission Capital LLC | 44,480 | $1.57M | 0.0% | -38.5% | 1.794% | |
| 2/13/2023 | CFS Investment Advisory Services LLC | 30,009 | $1.06M | 0.2% | -4.6% | 0.000% | |
| 2/13/2023 | Smith Moore & CO. | 7,833 | $277K | 0.0% | N/A | 0.000% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 123,689 | $4.38M | 0.0% | +0.8% | 0.000% | |
| 2/8/2023 | Raymond James & Associates | 58,299 | $2.06M | 0.0% | -2.6% | 0.000% | |
| 2/8/2023 | UBS Group AG | 3,691 | $131K | 0.0% | -19.6% | 0.000% | |
| 2/7/2023 | Nations Financial Group Inc. IA ADV | 43,266 | $1.53M | 0.2% | +468.8% | 0.000% | |
| 2/7/2023 | LPL Financial LLC | 19,873 | $703K | 0.0% | -6.1% | 0.000% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 6,985 | $247K | 0.0% | N/A | 0.000% | |
| 1/25/2023 | Bard Financial Services Inc. | 10,981 | $389K | 0.0% | +4.8% | 0.000% | |
| 1/20/2023 | Landmark Wealth Management LLC | 72,818 | $2.58M | 1.9% | -6.2% | 0.000% | |
| 11/15/2022 | Koss Olinger Consulting LLC | 51,346 | $1.61M | 0.3% | +30.8% | 0.000% | |
| 11/14/2022 | Nations Financial Group Inc. IA ADV | 7,606 | $238K | 0.0% | N/A | 0.000% | |
| 11/14/2022 | OLD Mission Capital LLC | 72,362 | $2.27M | 0.1% | +61.2% | 0.000% | |
| 11/9/2022 | Jacobi Capital Management LLC | 15,583 | $488K | 0.1% | -2.0% | 0.000% | |
| 11/2/2022 | CFS Investment Advisory Services LLC | 31,471 | $985K | 0.2% | -9.1% | 0.000% | |
| 10/31/2022 | CFS Investment Advisory Services LLC | 985,269 | $31K | 0.1% | +2,745.8% | 0.000% | |
| 10/25/2022 | Raymond James & Associates | 59,867 | $1.87M | 0.0% | -0.7% | 0.000% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 122,750 | $3.84M | 0.0% | -1.1% | 0.000% | |
| 10/24/2022 | Landmark Wealth Management LLC | 77,641 | $2.43M | 1.8% | -3.6% | 0.000% | |
| 8/16/2022 | CFS Investment Advisory Services LLC | 34,622 | $1.20M | 0.2% | -96.7% | 0.000% | |
| 8/11/2022 | Cetera Investment Advisers | 70,492 | $2.44M | 0.0% | -1.5% | 0.000% | |
| 8/11/2022 | SFI Advisors LLC | 39,925 | $1.38M | 1.5% | -21.3% | 0.000% | |
| 8/8/2022 | Baird Financial Group Inc. | 75,354 | $2.61M | 0.0% | N/A | 0.000% | |
| 8/5/2022 | OLD Mission Capital LLC | 44,886 | $1.55M | 0.0% | +31.3% | 0.000% | |
| 8/5/2022 | Jacobi Capital Management LLC | 15,902 | $550K | 0.1% | -2.2% | 0.000% | |
| 7/21/2022 | Landmark Wealth Management LLC | 80,576 | $2.79M | 3.6% | -14.4% | 0.000% | |
| 5/27/2022 | CFS Investment Advisory Services LLC | 1,049,494 | $26K | 0.1% | +4,911.7% | 0.000% | |
| 5/16/2022 | SFI Advisors LLC | 50,737 | $2.05M | 1.2% | +283.9% | 0.000% | |
| 5/11/2022 | Raymond James Financial Services Advisors Inc. | 126,895 | $5.13M | 0.0% | -0.7% | 0.000% | |
| 5/11/2022 | 55I LLC | 25,984 | $1.05M | 0.0% | -33.8% | 0.000% | |
| 5/9/2022 | WealthShield Partners LLC | 7,743 | $313K | 0.1% | N/A | 0.000% | |
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| 5/9/2022 | Capital Advisors Ltd. LLC | 926 | $37K | 0.0% | N/A | 0.000% | |
| 5/6/2022 | Jacobi Capital Management LLC | 16,254 | $657K | 0.1% | +2.2% | 0.000% | |
| 5/6/2022 | Koss Olinger Consulting LLC | 39,012 | $1.58M | 0.3% | +44.1% | 0.000% | |
| 5/4/2022 | Prospera Financial Services Inc | 950 | $38K | 0.0% | N/A | 0.000% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 6,542 | $264K | 0.0% | -32.6% | 0.000% | |
| 4/28/2022 | Crew Capital Management Ltd. | 5,719 | $231K | 0.2% | -20.8% | 0.000% | |
| 4/28/2022 | Landmark Wealth Management LLC | 94,130 | $3.80M | 1.9% | +8.4% | 0.000% | |
| 4/26/2022 | Landmark Wealth Management LLC | 94,130 | $9.41M | 3.4% | +8.4% | 0.000% | |
| 2/15/2022 | SFI Advisors LLC | 13,217 | $577K | 0.5% | N/A | 0.000% | |
| 2/15/2022 | CFS Investment Advisory Services LLC | 20,941 | $876K | 0.1% | -45.1% | 0.000% | |
