| 8/14/2025 | Jane Street Group LLC | 7,293 | $290K | 0.0% | -76.2% | 0.347% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 2,471 | $98K | 0.0% | +23.4% | 0.118% | |
| 8/12/2025 | Centric Wealth Management | 62,496 | $2.54M | 0.6% | -1.3% | 2.976% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 76,050 | $3.03M | 0.0% | -7.9% | 3.621% | |
| 8/8/2025 | Cetera Investment Advisers | 385,468 | $15.35M | 0.0% | -3.5% | 18.356% | |
| 8/8/2025 | Advisory Resource Group | 156,288 | $6.23M | 1.2% | -12.2% | 7.442% | |
| 8/6/2025 | Convergence Financial LLC | 7,091 | $282K | 0.0% | N/A | 0.338% | |
| 8/5/2025 | Obermeyer Wealth Partners | 19,867 | $791K | 0.0% | N/A | 0.946% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 2,774 | $110K | 0.0% | +90.0% | 0.132% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 218,116 | $8.69M | 0.0% | +0.2% | 10.145% | |
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| 7/23/2025 | Clear Creek Financial Management LLC | 63,728 | $2.54M | 0.2% | N/A | 2.964% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,545 | $141K | 0.0% | N/A | 0.165% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 8,426 | $344K | 0.0% | +12.1% | 0.392% | |
| 5/19/2025 | Jane Street Group LLC | 30,700 | $1.15M | 0.0% | +381.1% | 1.364% | |
| 5/15/2025 | Centric Wealth Management | 63,329 | $2.37M | 0.6% | +4.6% | 2.815% | |
| 5/7/2025 | LPL Financial LLC | 200,952 | $7.53M | 0.0% | -0.9% | 8.931% | |
| 5/6/2025 | Cetera Investment Advisers | 399,393 | $14.96M | 0.0% | -8.3% | 17.751% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 26,944 | $1.01M | 0.0% | +23.4% | 1.198% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 217,728 | $8.16M | 0.0% | +7.3% | 9.677% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 59,787 | $2.24M | 0.2% | -12.7% | 2.657% | |
| 4/28/2025 | D.A. Davidson & CO. | 29,230 | $1.10M | 0.0% | +12.4% | 1.299% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,945 | $747K | 0.0% | -16.9% | 0.886% | |
| 4/22/2025 | World Equity Group Inc. | 9,819 | $393K | 0.1% | -62.7% | 0.436% | |
| 4/21/2025 | Advisory Resource Group | 178,084 | $6.67M | 1.4% | -8.9% | 7.915% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,514 | $281K | 0.0% | -4.1% | 0.327% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,836 | $297K | 0.0% | N/A | 0.327% | |
| 2/17/2025 | Obermeyer Wealth Partners | 7,886 | $299K | 0.0% | N/A | 0.329% | |
| 2/17/2025 | Cetera Investment Advisers | 435,767 | $16.52M | 0.0% | +169.4% | 18.157% | |
| 2/14/2025 | Jane Street Group LLC | 6,381 | $242K | 0.0% | N/A | 0.266% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 80,581 | $3.06M | 0.0% | +10.5% | 3.358% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 202,897 | $7.69M | 0.0% | +3.4% | 8.454% | |
| 2/12/2025 | Centric Wealth Management | 60,562 | $2.30M | 0.6% | +4.9% | 2.523% | |
| 2/11/2025 | LPL Financial LLC | 202,712 | $7.69M | 0.0% | +1.0% | 8.446% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 99,096 | $3.76M | 0.0% | -3.8% | 4.129% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 21,843 | $828K | 0.0% | +8.5% | 0.910% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 1,828 | $69K | 0.0% | +21.6% | 0.076% | |
| 2/7/2025 | HighTower Advisors LLC | 6,253 | $237K | 0.0% | -96.0% | 0.261% | |
| 2/5/2025 | Oppenheimer Asset Management Inc. | 28,242 | $1.07M | 0.0% | +11.1% | 1.177% | |
| 2/4/2025 | World Equity Group Inc. | 26,304 | $997K | 0.2% | +167.9% | 1.096% | |
| 1/31/2025 | D.A. Davidson & CO. | 25,995 | $985K | 0.0% | +21.4% | 1.083% | |
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| 1/30/2025 | Aveo Capital Partners LLC | 27,315 | $1.04M | 0.1% | -64.2% | 1.138% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 13,700 | $519K | 0.0% | +2.4% | 0.571% | |
| 1/28/2025 | Advisory Resource Group | 195,456 | $7.41M | 1.6% | -11.2% | 8.144% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 68,511 | $2.60M | 0.2% | +3.8% | 2.855% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 4,005 | $152K | 0.0% | +22.3% | 0.167% | |
| 11/20/2024 | Advisory Resource Group | 220,111 | $8.81M | 1.9% | -47.4% | 9.570% | |
| 11/15/2024 | MML Investors Services LLC | 5,423 | $217K | 0.0% | N/A | 0.236% | |
| 11/15/2024 | HighTower Advisors LLC | 155,341 | $6.22M | 0.0% | -4.1% | 6.754% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 72,901 | $2.92M | 0.0% | +20.9% | 3.170% | |
| 11/14/2024 | Centric Wealth Management | 57,734 | $2.31M | 0.6% | +22.1% | 2.510% | |
| 11/13/2024 | D.A. Davidson & CO. | 21,405 | $857K | 0.0% | +12.1% | 0.931% | |
| 11/6/2024 | Mirae Asset Securities USA Inc. | 36,429 | $1.46M | 0.1% | N/A | 1.584% | |
| 11/6/2024 | Oppenheimer Asset Management Inc. | 25,423 | $1.02M | 0.0% | +15.9% | 1.105% | |
| 10/30/2024 | World Equity Group Inc. | 9,819 | $393K | 0.1% | +51.9% | 0.427% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 1,660 | $66K | 0.0% | -23.1% | 0.072% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 9,157 | $367K | 0.0% | +35.8% | 0.398% | |
| 10/22/2024 | International Assets Investment Management LLC | 3,870,186 | $154.96M | 0.0% | +552,783.7% | 168.269% | |
| 8/22/2024 | Cetera Investment Advisers | 158,065 | $5.88M | 0.0% | +9.8% | 6.586% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 187,962 | $6.99M | 0.0% | +17.6% | 7.832% | |
| 8/8/2024 | Oppenheimer Asset Management Inc. | 21,933 | $815K | 0.0% | N/A | 0.914% | |
| 8/2/2024 | Cozad Asset Management Inc. | 8,057 | $299K | 0.0% | +54.4% | 0.336% | |
| 8/2/2024 | Aveo Capital Partners LLC | 107,384 | $3.99M | 0.5% | -37.4% | 4.474% | |
| 8/2/2024 | Founders Financial Securities LLC | 38,709 | $1.44M | 0.1% | +39.5% | 1.613% | |
| 8/1/2024 | Obermeyer Wood Investment Counsel Lllp | 8,352 | $310K | 0.0% | N/A | 0.348% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 97,100 | $3.61M | 0.0% | +4.0% | 4.046% | |
| 7/30/2024 | International Assets Investment Management LLC | 700 | $26K | 0.0% | N/A | 0.029% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 6,741 | $251K | 0.0% | +27.8% | 0.281% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 32,411 | $1.21M | 0.0% | -13.2% | 1.350% | |
| 7/19/2024 | World Equity Group Inc. | 6,462 | $240K | 0.1% | +18.8% | 0.269% | |
| 5/24/2024 | Cetera Investment Advisers | 143,952 | $5.66M | 0.0% | N/A | 5.758% | |
| 5/8/2024 | Cozad Asset Management Inc. | 5,219 | $205K | 0.0% | N/A | 0.209% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 19,854 | $780K | 0.0% | +36.0% | 0.794% | |
| 5/1/2024 | Centric Wealth Management | 37,733 | $1.42M | 0.4% | +13.7% | 1.509% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 93,393 | $3.67M | 0.0% | +42.6% | 3.736% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 16,630 | $653K | 0.1% | N/A | 0.665% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 37,335 | $1.47M | 0.0% | -10.7% | 1.493% | |
| 4/17/2024 | Founders Financial Securities LLC | 27,743 | $1.09M | 0.1% | +38.3% | 1.132% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 138,347 | $5.22M | 0.0% | -1.8% | 5.887% | |
| 2/13/2024 | Belpointe Asset Management LLC | 6,300 | $238K | 0.0% | N/A | 0.268% | |
| 2/9/2024 | Sepio Capital LP | 7,237 | $264K | 0.0% | N/A | 0.308% | |
| 2/9/2024 | Advisory Services Network LLC | 6,225 | $235K | 0.0% | N/A | 0.265% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 41,792 | $1.58M | 0.0% | +30.0% | 1.778% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 1,453 | $55K | 0.0% | N/A | 0.062% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 14,596 | $551K | 0.0% | +80.8% | 0.621% | |
| 2/7/2024 | Principal Securities Inc. | 1,000 | $38K | 0.0% | N/A | 0.043% | |
| 2/6/2024 | Centric Wealth Management | 33,189 | $1.21M | 0.4% | +209.0% | 1.412% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 13,900 | $525K | 0.0% | N/A | 0.591% | |
| 1/30/2024 | Prosperity Wealth Management Inc. | 36,255 | $1.37M | 0.9% | +15.4% | 1.543% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 19,749 | $745K | 0.0% | +14.9% | 0.840% | |
| 12/5/2023 | Advisory Resource Group | 347,738 | $12.03M | 3.2% | -6.9% | 16.559% | |
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| 11/13/2023 | Envestnet Asset Management Inc. | 152,339 | $5.27M | 0.0% | +74.5% | 7.254% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 8,074 | $279K | 0.0% | +13.5% | 0.384% | |
| 11/7/2023 | Prosperity Wealth Management Inc. | 31,430 | $1.09M | 0.7% | +9.2% | 1.497% | |
| 11/6/2023 | Centric Wealth Management | 10,741 | $371K | 0.2% | N/A | 0.511% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 17,183 | $594K | 0.0% | +53.3% | 0.904% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 32,154 | $1.11M | 0.0% | -54.6% | 1.692% | |
| 9/12/2023 | Prosperity Wealth Management Inc. | 28,785 | $979K | 0.6% | -6.6% | 1.693% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 191,822 | $6.52M | 0.0% | N/A | 11.284% | |
| 8/9/2023 | Coastal Investment Advisors Inc. | 1,209 | $41K | 0.0% | N/A | 0.071% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 87,286 | $2.97M | 0.0% | +302.4% | 5.134% | |
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