| 3/4/2025 | Comprehensive Money Management Services LLC | 17,274 | $193K | 0.2% | N/A | 0.303% | |
| 2/17/2025 | Tidal Investments LLC | 59,999 | $672K | 0.0% | +15.7% | 0.870% | |
| 2/17/2025 | Napa Wealth Management | 12,356 | $138K | 0.1% | -55.9% | 0.179% | |
| 2/14/2025 | Jane Street Group LLC | 47,298 | $530K | 0.0% | +32.0% | 0.685% | |
| 2/13/2025 | Wells Fargo & Company MN | 190,739 | $2.14M | 0.0% | -74.7% | 2.764% | |
| 2/12/2025 | Centric Wealth Management | 25,462 | $285K | 0.1% | +12.1% | 0.369% | |
| 2/11/2025 | Cedar Wealth Management LLC | 54,675 | $612K | 0.2% | N/A | 0.792% | |
| 2/11/2025 | LPL Financial LLC | 99,563 | $1.12M | 0.0% | -7.4% | 1.443% | |
| 2/7/2025 | HighTower Advisors LLC | 64,150 | $718K | 0.0% | N/A | 0.930% | |
| 2/6/2025 | Proficio Capital Partners LLC | 68,880 | $771K | 0.0% | N/A | 0.998% | |
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| 2/5/2025 | Proficio Capital Partners LLC | 68,880 | $771K | 0.0% | N/A | 0.998% | |
| 1/29/2025 | Soltis Investment Advisors LLC | 179,545 | $2.01M | 0.2% | -1.7% | 2.602% | |
| 1/14/2025 | Professional Financial Advisors LLC | 118,540 | $1.33M | 0.3% | +3.2% | 1.718% | |
| 1/10/2025 | ORG Partners LLC | 92,584 | $1.04M | 0.1% | -9.1% | 1.342% | |
| 11/25/2024 | Tidal Investments LLC | 51,863 | $625K | 0.0% | +13.7% | 0.752% | |
| 11/18/2024 | Soltis Investment Advisors LLC | 182,693 | $2.20M | 0.2% | +18.5% | 2.648% | |
| 11/15/2024 | Jane Street Group LLC | 35,831 | $432K | 0.0% | -32.9% | 0.519% | |
| 11/14/2024 | Centric Wealth Management | 22,723 | $257K | 0.1% | +5.1% | 0.329% | |
| 11/7/2024 | Napa Wealth Management | 28,043 | $338K | 0.2% | N/A | 0.406% | |
| 11/6/2024 | Lifeworks Advisors LLC | 18,987 | $229K | 0.0% | N/A | 0.275% | |
| 10/31/2024 | Advisor Resource Council | 13,113 | $158K | 0.1% | N/A | 0.190% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 18,313 | $221K | 0.0% | +10.0% | 0.265% | |
| 10/11/2024 | ORG Partners LLC | 101,869 | $1.23M | 0.2% | +60.7% | 1.476% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 2,800 | $34K | 0.0% | N/A | 0.041% | |
| 10/10/2024 | Professional Financial Advisors LLC | 114,876 | $1.38M | 0.4% | +8.9% | 1.665% | |
| 8/13/2024 | TPG Advisors LLC | 11,166 | $129K | 0.1% | N/A | 0.162% | |
| 7/24/2024 | &PARTNERS | 56,857 | $659K | 0.0% | +35.2% | 0.824% | |
| 7/18/2024 | Professional Financial Advisors LLC | 105,518 | $1.22M | 0.3% | +6.1% | 1.529% | |
| 7/16/2024 | ORG Partners LLC | 63,396 | $726K | 0.1% | N/A | 0.919% | |
| 7/10/2024 | Mid American Wealth Advisory Group Inc. | 381,034 | $4.42M | 2.8% | -2.5% | 5.522% | |
| 5/29/2024 | Soltis Investment Advisors LLC | 153,784 | $1.86M | 0.2% | -3.9% | 2.229% | |
| 5/17/2024 | Tidal Investments LLC | 46,488 | $563K | 0.0% | -5.6% | 0.674% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 20,000 | $242K | 0.1% | +100.0% | 0.290% | |
| 4/25/2024 | Professional Financial Advisors LLC | 99,445 | $1.21M | 0.3% | +12.5% | 1.362% | |
| 4/19/2024 | Advisor Resource Council | 13,113 | $168K | 0.1% | -81.7% | 0.180% | |
| 4/12/2024 | Southland Equity Partners LLC | 10,921 | $132K | 0.0% | -60.7% | 0.083% | |
| 4/11/2024 | &PARTNERS | 42,066 | $510K | 0.1% | N/A | 0.321% | |
| 4/8/2024 | Mid American Wealth Advisory Group Inc. | 390,986 | $4.74M | 3.2% | +15.2% | 2.985% | |
| 2/9/2024 | InterOcean Capital Group LLC | 28,646 | $367K | 0.0% | +15.2% | 0.219% | |
| 2/9/2024 | Wells Fargo & Company MN | 615,516 | $7.89M | 0.0% | -23.2% | 4.699% | |
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| 2/9/2024 | Gladstone Institutional Advisory LLC | 16,429 | $210K | 0.0% | -19.4% | 0.125% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 11,500 | $147K | 0.0% | N/A | 0.088% | |
| 2/7/2024 | Mid American Wealth Advisory Group Inc. | 339,521 | $4.35M | 3.0% | -0.6% | 2.592% | |
| 2/6/2024 | Centric Wealth Management | 19,355 | $240K | 0.1% | N/A | 0.148% | |
| 2/5/2024 | Cary Street Partners Investment Advisory LLC | 11,500 | $147K | 0.0% | N/A | 0.088% | |
| 2/5/2024 | Mid American Wealth Advisory Group Inc. | 369,138 | $4.62M | 3.2% | +8.1% | 2.818% | |
| 2/2/2024 | Citizens Financial Group Inc. RI | 783,100 | $10.03M | 0.3% | N/A | 5.978% | |
| 2/1/2024 | Significant Wealth Partners LLC | 98,787 | $1.27M | 0.9% | N/A | 0.754% | |
| 1/26/2024 | Soltis Investment Advisors LLC | 159,967 | $2.05M | 0.2% | -52.2% | 1.221% | |
| 1/26/2024 | B.O.S.S. Retirement Advisors LLC | 134,274 | $1.74M | 0.3% | -5.2% | 1.025% | |
| 1/19/2024 | B.O.S.S. Retirement Advisors LLC | 134,274 | $1.74M | 5.2% | -5.2% | 1.025% | |
| 1/18/2024 | Professional Financial Advisors LLC | 88,394 | $1.13M | 0.4% | +9.3% | 0.675% | |
| 1/16/2024 | Wealthsource Partners LLC | 71,577 | $917K | 0.1% | -19.8% | 0.546% | |
| 1/12/2024 | Advisor Resource Council | 71,544 | $916K | 0.1% | N/A | 0.546% | |
| 1/8/2024 | B.O.S.S. Retirement Advisors LLC | 134,274 | $1.74M | 0.4% | -5.2% | 1.025% | |
| 11/13/2023 | LPL Financial LLC | 645,596 | $8.35M | 0.0% | -2.6% | 4.928% | |
| 11/13/2023 | Wealthsource Partners LLC | 89,242 | $1.16M | 0.1% | -11.1% | 0.681% | |
| 11/8/2023 | HighTower Advisors LLC | 907,498 | $11.74M | 0.0% | -32.8% | 6.927% | |
| 11/8/2023 | Soltis Investment Advisors LLC | 334,344 | $4.33M | 0.6% | +145.5% | 2.552% | |
| 11/6/2023 | Authentikos Wealth Advisory LLC | 48,277 | $625K | 0.6% | -2.0% | 0.369% | |
| 11/4/2023 | NBC Securities Inc. | 6,925 | $89K | 0.0% | N/A | 0.053% | |
| 11/1/2023 | Csenge Advisory Group | 14,546 | $188K | 0.0% | +27.3% | 0.111% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 45,502 | $589K | 0.0% | -75.2% | 0.347% | |
| 10/25/2023 | Professional Financial Advisors LLC | 80,872 | $1.05M | 0.5% | N/A | 0.617% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 20,943 | $271K | 0.0% | -85.0% | 0.160% | |
| 10/17/2023 | B.O.S.S. Retirement Advisors LLC | 141,642 | $1.83M | 0.4% | +4.5% | 1.081% | |
| 10/11/2023 | AE Wealth Management LLC | 3,079,633 | $39.85M | 0.2% | +26.2% | 23.509% | |
| 10/10/2023 | Mid American Wealth Advisory Group Inc. | 341,502 | $4.42M | 3.6% | N/A | 2.607% | |
| 10/10/2023 | Outlook Wealth Advisors LLC | 20,178 | $261K | 0.1% | +5.1% | 0.154% | |
| 8/24/2023 | Adalta Capital Management LLC | 15,300 | $210K | 0.1% | -17.4% | 0.117% | |
| 8/14/2023 | Resurgent Financial Advisors LLC | 12,000 | $163K | 0.1% | -20.0% | 0.092% | |
| 8/10/2023 | Cetera Investment Advisers | 126,180 | $1.71M | 0.0% | +3.2% | 0.963% | |
| 8/9/2023 | Soltis Investment Advisors LLC | 136,215 | $1.85M | 0.2% | -53.7% | 1.040% | |
| 8/4/2023 | Parallel Advisors LLC | 5,187 | $70K | 0.0% | -15.2% | 0.040% | |
| 8/4/2023 | Citizens Financial Group Inc. RI | 759,961 | $10.32M | 0.4% | +14.3% | 5.801% | |
| 8/3/2023 | Dynamic Advisor Solutions LLC | 42,042 | $571K | 0.0% | -78.0% | 0.321% | |
| 8/3/2023 | Great Lakes Retirement Inc. | 100,380 | $1.36M | 0.2% | +49.3% | 0.766% | |
| 7/31/2023 | LPL Financial LLC | 662,686 | $9.00M | 0.0% | -11.5% | 5.059% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 27,441 | $373K | 0.0% | N/A | 0.179% | |
| 7/20/2023 | Osborne Partners Capital Management LLC | 12,134 | $165K | 0.0% | -51.5% | 0.079% | |
| 7/20/2023 | Authentikos Wealth Advisory LLC | 49,283 | $669K | 0.6% | N/A | 0.321% | |
| 7/17/2023 | Impact Partnership Wealth LLC | 2,407 | $33K | 0.0% | N/A | 0.016% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 139,292 | $1.89M | 0.0% | -8.6% | 0.907% | |
| 7/10/2023 | B.O.S.S. Retirement Advisors LLC | 135,591 | $1.84M | 0.4% | +63.1% | 0.883% | |
| 7/10/2023 | AE Wealth Management LLC | 2,440,460 | $33.14M | 0.2% | +93.6% | 15.899% | |
| 7/10/2023 | Outlook Wealth Advisors LLC | 19,200 | $261K | 0.1% | N/A | 0.125% | |
| 5/23/2023 | Toroso Investments LLC | 71,535 | $1.05M | 0.0% | -4.4% | 0.516% | |
| 5/12/2023 | NewEdge Advisors LLC | 392,077 | $5.76M | 0.1% | +7,067.8% | 2.831% | |
| 5/12/2023 | HighTower Advisors LLC | 1,324,463 | $19.45M | 0.0% | +14.3% | 9.563% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 152,409 | $2.24M | 0.0% | -87.6% | 1.100% | |
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| 5/11/2023 | Commonwealth Equity Services LLC | 196,667 | $2.89M | 0.0% | -62.3% | 1.420% | |
| 5/10/2023 | Citizens Financial Group Inc RI | 664,738 | $9.77M | 0.4% | N/A | 4.800% | |
| 5/10/2023 | LPL Financial LLC | 748,572 | $11.00M | 0.0% | -12.2% | 5.405% | |
| 5/9/2023 | Great Lakes Retirement Inc. | 67,227 | $988K | 0.2% | N/A | 0.485% | |
| 5/9/2023 | Wedbush Securities Inc. | 10,545 | $155K | 0.0% | -85.0% | 0.076% | |
| 5/3/2023 | Soltis Investment Advisors LLC | 294,261 | $4.33M | 0.6% | -1.5% | 2.125% | |
| 5/3/2023 | Integrated Wealth Concepts LLC | 281,909 | $4.14M | 0.1% | -9.6% | 2.035% | |
| 5/2/2023 | Orcam Financial Group | 22,100 | $325K | 0.5% | +9.4% | 0.160% | |
| 5/1/2023 | Csenge Advisory Group | 11,577 | $170K | 0.0% | -30.1% | 0.084% | |
| 4/27/2023 | Simplex Trading LLC | 5,534 | $81K | 0.0% | -34.8% | 0.040% | |
