| 8/15/2025 | Asset Allocation Strategies LLC | 25,785 | $1.46M | 0.3% | -19.3% | 0.973% | |
| 8/15/2025 | MML Investors Services LLC | 11,928 | $674K | 0.0% | -5.0% | 0.450% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 6,950 | $392K | 0.0% | N/A | 0.262% | |
| 8/15/2025 | Benjamin Edwards Inc. | 48,051 | $2.71M | 0.0% | -8.4% | 1.813% | |
| 8/15/2025 | Bank of America Corp DE | 42,448 | $2.40M | 0.0% | -1.7% | 1.602% | |
| 8/14/2025 | Jane Street Group LLC | 10,301 | $582K | 0.0% | -34.0% | 0.389% | |
| 8/14/2025 | Raymond James Financial Inc. | 22,750 | $1.29M | 0.0% | -24.4% | 0.858% | |
| 8/13/2025 | Flow Traders U.S. LLC | 31,211 | $1.76M | 0.1% | N/A | 1.178% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 39,022 | $2.22M | 0.7% | -3.2% | 1.473% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 6,600 | $373K | 0.0% | -45.8% | 0.249% | |
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| 8/11/2025 | SFI Advisors LLC | 72,159 | $4.08M | 2.8% | -5.8% | 2.723% | |
| 8/8/2025 | Cetera Investment Advisers | 16,189 | $914K | 0.0% | -2.9% | 0.611% | |
| 8/8/2025 | Creative Planning | 4,813 | $272K | 0.0% | +8.4% | 0.182% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 1,145 | $65K | 0.0% | N/A | 0.043% | |
| 8/5/2025 | Simplex Trading LLC | 1,454 | $82K | 0.0% | -94.4% | 0.055% | |
| 8/5/2025 | Integrity Financial Corp WA | 7,379 | $417K | 0.2% | -7.2% | 0.278% | |
| 8/5/2025 | Sebold Capital Management Inc. | 5,970 | $337K | 0.2% | -3.7% | 0.225% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 6,402 | $362K | 0.1% | +30.6% | 0.242% | |
| 8/4/2025 | Arkadios Wealth Advisors | 25,479 | $1.44M | 0.0% | +0.9% | 0.961% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 20,844 | $1.18M | 0.0% | -3.7% | 0.787% | |
| 7/28/2025 | Harbour Investments Inc. | 2,446 | $138K | 0.0% | -16.9% | 0.092% | |
| 7/25/2025 | CWM LLC | 45,997 | $2.60M | 0.0% | +10.5% | 1.736% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 676 | $38K | 0.0% | N/A | 0.025% | |
| 7/21/2025 | Synergy Asset Management LLC | 5,192 | $293K | 0.0% | +19.1% | 0.189% | |
| 7/18/2025 | Truist Financial Corp | 6,480 | $366K | 0.0% | +3.3% | 0.236% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 17,677 | $998K | 0.0% | +3.8% | 0.643% | |
| 7/16/2025 | Meridian Financial LLC | 11,387 | $643K | 0.4% | -1.6% | 0.414% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 33,784 | $1.88M | 0.7% | +6.3% | 1.229% | |
| 5/20/2025 | Belpointe Asset Management LLC | 4,802 | $226K | 0.0% | +11.9% | 0.175% | |
| 5/19/2025 | Jane Street Group LLC | 15,603 | $735K | 0.0% | -28.4% | 0.567% | |
| 5/16/2025 | NewEdge Advisors LLC | 2,670 | $126K | 0.0% | +3,945.5% | 0.097% | |
| 5/15/2025 | Royal Bank of Canada | 17,311 | $816K | 0.0% | +2.9% | 0.629% | |
| 5/14/2025 | Comerica Bank | 1,582 | $75K | 0.0% | -42.3% | 0.058% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 12,182 | $574K | 0.0% | +5.7% | 0.443% | |
| 5/14/2025 | Kestra Advisory Services LLC | 39,296 | $1.85M | 0.0% | -11.6% | 1.429% | |
| 5/13/2025 | SFI Advisors LLC | 76,616 | $3.61M | 2.7% | +3.0% | 2.786% | |
| 5/13/2025 | HighTower Advisors LLC | 31,793 | $1.50M | 0.0% | -15.4% | 1.156% | |
| 5/12/2025 | Benjamin Edwards Inc. | 52,451 | $2.47M | 0.0% | +47.1% | 1.907% | |
| 5/12/2025 | Integrity Financial Corp WA | 7,952 | $375K | 0.2% | -6.7% | 0.289% | |
| 5/8/2025 | Harbour Investments Inc. | 2,944 | $139K | 0.0% | -32.3% | 0.107% | |
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| 5/8/2025 | Arkadios Wealth Advisors | 25,247 | $1.19M | 0.0% | +6.6% | 0.918% | |
| 5/7/2025 | LPL Financial LLC | 352,594 | $16.61M | 0.0% | +18.5% | 12.822% | |
| 5/6/2025 | Cetera Investment Advisers | 16,677 | $786K | 0.0% | -2.6% | 0.606% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 4,260 | $201K | 0.0% | -21.0% | 0.155% | |
| 5/5/2025 | Impact Partnership Wealth LLC | 4,901 | $231K | 0.0% | N/A | 0.178% | |
| 5/1/2025 | CWM LLC | 41,644 | $1.96M | 0.0% | +40.6% | 1.514% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 21,636 | $1.02M | 0.0% | -4.2% | 0.787% | |
| 4/28/2025 | Sebold Capital Management Inc. | 6,199 | $292K | 0.2% | -40.8% | 0.225% | |
| 4/25/2025 | Meridian Financial LLC | 11,578 | $545K | 0.4% | -3.7% | 0.421% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 32,585 | $1.54M | 0.0% | -4.2% | 1.185% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 31,786 | $1.49M | 0.6% | +10.3% | 1.156% | |
| 4/22/2025 | Synergy Asset Management LLC | 4,361 | $205K | 0.0% | N/A | 0.159% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 40,318 | $1.89M | 0.9% | -15.7% | 1.466% | |
| 4/9/2025 | NBC Securities Inc. | 3,954 | $186K | 0.0% | +78,980.0% | 0.144% | |
| 2/17/2025 | CoreCap Advisors LLC | 19,759 | $932K | 0.0% | +1.7% | 0.706% | |
| 2/17/2025 | Cetera Investment Advisers | 17,126 | $807K | 0.0% | -3.8% | 0.612% | |
| 2/17/2025 | Bank of America Corp DE | 43,608 | $2.06M | 0.0% | +22.8% | 1.557% | |
| 2/17/2025 | Benjamin Edwards Inc. | 35,660 | $1.69M | 0.0% | -9.8% | 1.274% | |
| 2/14/2025 | Jane Street Group LLC | 21,779 | $1.03M | 0.0% | -38.3% | 0.778% | |
| 2/14/2025 | Susquehanna International Group LLP | 41,608 | $1.96M | 0.0% | -66.2% | 1.486% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 7,611 | $359K | 0.0% | N/A | 0.272% | |
| 2/13/2025 | Belpointe Asset Management LLC | 4,292 | $208K | 0.0% | -5.9% | 0.153% | |
| 2/13/2025 | Integrity Financial Corp WA | 8,521 | $402K | 0.2% | -2.8% | 0.304% | |
| 2/13/2025 | Raymond James Financial Inc. | 24,260 | $1.14M | 0.0% | N/A | 0.866% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 22,590 | $1.07M | 0.0% | -12.3% | 0.807% | |
| 2/13/2025 | Wells Fargo & Company MN | 334,358 | $15.77M | 0.0% | +4.4% | 11.941% | |
| 2/12/2025 | Private Portfolio Partners LLC | 5,136 | $242K | 0.0% | -19.7% | 0.183% | |
| 2/12/2025 | National Wealth Management Group LLC | 5,643 | $266K | 0.2% | -8.3% | 0.202% | |
| 2/11/2025 | LPL Financial LLC | 297,427 | $14.02M | 0.0% | +16.6% | 10.622% | |
| 2/10/2025 | Harbour Investments Inc. | 4,349 | $205K | 0.0% | -12.8% | 0.155% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,392 | $254K | 0.0% | -13.6% | 0.193% | |
| 2/7/2025 | HighTower Advisors LLC | 37,562 | $1.77M | 0.0% | -17.0% | 1.342% | |
| 2/7/2025 | Independent Advisor Alliance | 4,682 | $221K | 0.0% | N/A | 0.167% | |
| 2/6/2025 | Raymond James Financial Inc. | 24,260 | $1.14M | 0.0% | N/A | 0.866% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 1,107 | $52K | 0.0% | -28.8% | 0.040% | |
| 2/5/2025 | US Bancorp DE | 10,557 | $498K | 0.0% | -4.9% | 0.377% | |
| 2/4/2025 | Twin Peaks Wealth Advisors LLC | 47,854 | $2.26M | 1.0% | -14.2% | 1.709% | |
| 2/4/2025 | IFP Advisors Inc | 1,252 | $59K | 0.0% | -51.5% | 0.045% | |
| 1/31/2025 | Truist Financial Corp | 7,605 | $359K | 0.0% | -20.7% | 0.272% | |
| 1/30/2025 | Principal Securities Inc. | 3,213 | $152K | 0.0% | -56.0% | 0.115% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 5,640 | $266K | 0.0% | -18.6% | 0.201% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 17,128 | $808K | 0.0% | +7.1% | 0.612% | |
| 1/15/2025 | Arkadios Wealth Advisors | 23,674 | $1.12M | 0.1% | +196.7% | 0.846% | |
| 1/14/2025 | Sebold Capital Management Inc. | 10,469 | $494K | 0.3% | -33.9% | 0.374% | |
| 1/14/2025 | Clarus Wealth Advisors | 8,118 | $385K | 0.2% | -3.0% | 0.290% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 4,481 | $216K | 0.0% | -9.9% | 0.157% | |
| 11/18/2024 | Asset Allocation Strategies LLC | 54,402 | $2.63M | 0.7% | -30.6% | 1.909% | |
| 11/15/2024 | MML Investors Services LLC | 12,875 | $623K | 0.0% | -26.7% | 0.452% | |
| 11/15/2024 | Jane Street Group LLC | 35,283 | $1.71M | 0.0% | +104.3% | 1.238% | |
| 11/15/2024 | HighTower Advisors LLC | 45,277 | $2.19M | 0.0% | -12.9% | 1.589% | |
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| 11/15/2024 | Benjamin Edwards Inc. | 39,516 | $1.92M | 0.0% | N/A | 1.387% | |
| 11/14/2024 | National Wealth Management Group LLC | 6,154 | $298K | 0.2% | -14.1% | 0.216% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 15,993 | $773K | 0.0% | -9.1% | 0.542% | |
| 10/28/2024 | US Bancorp DE | 11,100 | $537K | 0.0% | +3.1% | 0.376% | |
| 10/25/2024 | Twin Peaks Wealth Advisors LLC | 55,771 | $2.70M | 1.2% | -3.4% | 1.859% | |
| 10/24/2024 | Hibernia Wealth Partners LLC | 4,761 | $230K | 0.1% | N/A | 0.159% | |
| 10/24/2024 | Arkadios Wealth Advisors | 7,978 | $386K | 0.0% | +4.6% | 0.266% | |
| 10/22/2024 | Sebold Capital Management Inc. | 15,841 | $766K | 0.5% | -13.6% | 0.528% | |
| 10/21/2024 | Integrity Financial Corp WA | 8,763 | $424K | 0.2% | -3.8% | 0.292% | |
| 10/15/2024 | NBC Securities Inc. | 6,513 | $314K | 0.0% | -26.9% | 0.217% | |
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