| 2/14/2025 | Lido Advisors LLC | 40,062 | $1.44M | 0.0% | -35.1% | 1.863% | |
| 2/14/2025 | MML Investors Services LLC | 59,342 | $2.13M | 0.0% | +51.9% | 2.760% | |
| 2/13/2025 | Capital Square LLC | 30,619 | $1.13M | 0.6% | -10.0% | 1.424% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 503,465 | $18.11M | 0.0% | +3.0% | 23.417% | |
| 2/11/2025 | LPL Financial LLC | 152,274 | $5.48M | 0.0% | +225.1% | 7.083% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 161,205 | $5.80M | 0.0% | +8.7% | 7.498% | |
| 2/7/2025 | Independent Advisor Alliance | 6,059 | $218K | 0.0% | N/A | 0.282% | |
| 2/4/2025 | IFP Advisors Inc | 3,010 | $108K | 0.0% | +26.2% | 0.140% | |
| 2/4/2025 | Partners Wealth Management LLC | 41,422 | $1.49M | 1.7% | N/A | 1.927% | |
| 2/3/2025 | Private Advisor Group LLC | 18,719 | $673K | 0.0% | +79.4% | 0.871% | |
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| 1/30/2025 | Allworth Financial LP | 9,893 | $363K | 0.0% | -68.9% | 0.460% | |
| 1/28/2025 | Angeles Wealth Management LLC | 3,000 | $108K | 0.0% | N/A | 0.140% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 7,640 | $275K | 0.0% | -47.9% | 0.355% | |
| 1/24/2025 | Golden State Equity Partners | 8,452 | $304K | 0.1% | +15.3% | 0.393% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 101,413 | $3.65M | 0.0% | -2.0% | 4.717% | |
| 11/15/2024 | MML Investors Services LLC | 39,066 | $1.49M | 0.0% | +95.3% | 1.817% | |
| 11/15/2024 | Jane Street Group LLC | 7,931 | $302K | 0.0% | N/A | 0.369% | |
| 11/13/2024 | Capital Square LLC | 34,022 | $1.30M | 0.8% | +154.0% | 1.582% | |
| 11/13/2024 | Private Trust Co. NA | 3,855 | $147K | 0.0% | +8.6% | 0.179% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 66,825 | $2.55M | 0.1% | +3.3% | 3.108% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 7,500 | $286K | 0.0% | N/A | 0.349% | |
| 11/5/2024 | Paulson Wealth Management Inc. | 99,778 | $3.80M | 1.0% | +10.1% | 4.641% | |
| 10/30/2024 | Hazlett Burt & Watson Inc. | 925 | $37K | 0.0% | +131.3% | 0.043% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 103,498 | $3.94M | 0.0% | +12.0% | 4.814% | |
| 10/25/2024 | Golden State Equity Partners | 7,332 | $279K | 0.1% | N/A | 0.341% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 14,016 | $534K | 0.0% | N/A | 0.652% | |
| 10/24/2024 | Kavar Capital Partners Group LLC | 11,990 | $457K | 0.1% | N/A | 0.558% | |
| 10/23/2024 | Allworth Financial LP | 31,839 | $1.21M | 0.0% | -59.8% | 1.481% | |
| 10/23/2024 | Investment Research & Advisory Group Inc. | 2,515 | $96K | 0.0% | N/A | 0.117% | |
| 10/22/2024 | Private Advisor Group LLC | 10,434 | $398K | 0.0% | N/A | 0.485% | |
| 10/10/2024 | OxenFree Capital LLC | 27,648 | $1.05M | 0.8% | +9.2% | 1.286% | |
| 8/16/2024 | Core Wealth Advisors Inc. | 7,515 | $274K | 0.1% | +100.6% | 0.350% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 480,705 | $17.53M | 0.0% | +5.9% | 22.358% | |
| 8/2/2024 | Capital Square LLC | 13,395 | $492K | 0.3% | N/A | 0.623% | |
| 8/1/2024 | Aire Advisors LLC | 8,329 | $304K | 0.1% | -3.9% | 0.387% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 134,979 | $4.92M | 0.0% | -1.0% | 6.278% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 58,147 | $2.12M | 0.0% | +462.4% | 2.705% | |
| 7/26/2024 | Paulson Wealth Management Inc. | 90,586 | $3.30M | 1.0% | +5.6% | 4.213% | |
| 7/18/2024 | OxenFree Capital LLC | 25,312 | $923K | 0.8% | +8.8% | 1.177% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 64,670 | $2.36M | 0.1% | N/A | 3.008% | |
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| 5/4/2024 | Paulson Wealth Management Inc. | 85,749 | $3.18M | 0.9% | +14.7% | 3.933% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 91,629 | $3.40M | 0.0% | +1.1% | 4.203% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 136,382 | $5.06M | 0.0% | +194.5% | 6.256% | |
| 4/20/2024 | KWB Wealth | 16,522 | $613K | 0.1% | -4.2% | 0.691% | |
| 4/18/2024 | Synergy Asset Management LLC | 185,212 | $6.87M | 1.2% | N/A | 7.749% | |
| 2/14/2024 | Core Wealth Advisors Inc. | 3,147 | $113K | 0.0% | +45.9% | 0.315% | |
| 2/13/2024 | Paulson Wealth Management Inc. | 74,738 | $2.68M | 0.9% | N/A | 7.474% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 90,667 | $3.25M | 0.0% | N/A | 9.067% | |
| 1/29/2024 | Aire Advisors LLC | 8,627 | $310K | 0.1% | N/A | 0.863% | |
| 1/29/2024 | OxenFree Capital LLC | 23,053 | $827K | 0.9% | N/A | 2.305% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 57,089 | $2.05M | 0.0% | -3.5% | 5.709% | |
| 1/24/2024 | Allworth Financial LP | 112,474 | $4.03M | 0.0% | -2.3% | 11.247% | |
| 1/24/2024 | Private Trust Co. NA | 1,815 | $65K | 0.0% | N/A | 0.182% | |
| 1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 32,353 | $1.16M | 0.4% | +9.1% | 3.235% | |
| 1/22/2024 | Weaver Consulting Group | 6,600 | $237K | 0.1% | N/A | 0.660% | |
| 1/17/2024 | San Luis Wealth Advisors LLC | 258,105 | $9.26M | 3.9% | +19.1% | 25.811% | |
| 1/11/2024 | KWB Wealth | 17,245 | $618K | 0.1% | N/A | 1.725% | |
| 11/15/2023 | Lido Advisors LLC | 55,110 | $1.93M | 0.0% | -9.7% | 5.511% | |
| 11/13/2023 | Core Wealth Advisors Inc. | 2,157 | $75K | 0.0% | -27.6% | 0.216% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 391,606 | $13.69M | 0.0% | +4.3% | 39.161% | |
| 10/31/2023 | Allworth Financial LP | 115,084 | $4.02M | 0.0% | -2.0% | 11.508% | |
| 10/31/2023 | San Luis Wealth Advisors LLC | 216,740 | $7.58M | 3.6% | +24.4% | 21.674% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 59,168 | $2.07M | 0.0% | +263.9% | 5.917% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 9,342 | $327K | 0.0% | N/A | 0.934% | |
| 10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 29,663 | $1.04M | 0.4% | N/A | 2.966% | |
| 8/9/2023 | Lido Advisors LLC | 61,009 | $2.17M | 0.0% | -7.0% | 6.101% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 375,514 | $13.33M | 0.0% | +3.3% | 37.551% | |
| 8/2/2023 | San Luis Wealth Advisors LLC | 174,218 | $6.18M | 2.2% | N/A | 17.422% | |
| 7/31/2023 | LPL Financial LLC | 15,044 | $534K | 0.0% | N/A | 1.504% | |
| 7/18/2023 | Allworth Financial LP | 117,385 | $4.17M | 0.0% | N/A | 11.508% | |
| 7/18/2023 | Stratos Wealth Partners LTD. | 16,259 | $577K | 0.0% | N/A | 1.594% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 363,508 | $12.79M | 0.0% | +0.9% | 50.487% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 10,220 | $350K | 0.0% | +7.5% | 0.000% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 360,433 | $12.35M | 0.0% | +11.0% | 0.000% | |
| 11/15/2022 | Lido Advisors LLC | 29,920 | $1.06M | 0.0% | N/A | 0.000% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 324,741 | $11.49M | 0.0% | -0.5% | 0.000% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 9,511 | $336K | 0.0% | -3.1% | 0.000% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 326,274 | $11.80M | 0.0% | -2.5% | 0.000% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 9,811 | $355K | 0.0% | +32.5% | 0.000% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 334,745 | $13.03M | 0.0% | +20.2% | 0.000% | |
| 2/10/2022 | OLD Mission Capital LLC | 17,739 | $731K | 0.0% | N/A | 0.000% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 278,507 | $11.48M | 0.0% | +6.6% | 0.000% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 7,346 | $303K | 0.0% | N/A | 0.000% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 8,088 | $334K | 0.0% | +5,891.1% | 0.000% | |
| 8/4/2021 | Envestnet Asset Management Inc. | 252,628 | $10.50M | 0.0% | +2.9% | 0.000% | |
| 5/18/2021 | Citadel Advisors LLC | 17,597 | $715K | 0.0% | N/A | 0.000% | |
