| 2/18/2025 | Breakthru Advisory Services LLC | 98,106 | $4.30M | 3.9% | N/A | 9.811% | |
| 2/17/2025 | Visionary Wealth Advisors | 6,609 | $289K | 0.0% | -11.3% | 0.661% | |
| 2/17/2025 | Cetera Investment Advisers | 38,672 | $1.69M | 0.0% | +8.1% | 3.867% | |
| 2/17/2025 | Citadel Advisors LLC | 6,465 | $283K | 0.0% | -44.7% | 0.647% | |
| 2/14/2025 | Jane Street Group LLC | 27,695 | $1.21M | 0.0% | N/A | 2.770% | |
| 2/13/2025 | CreativeOne Wealth LLC | 9,156 | $401K | 0.0% | +17.8% | 0.916% | |
| 2/13/2025 | Raymond James Financial Inc. | 15,646 | $685K | 0.0% | N/A | 1.565% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 35,543 | $1.56M | 0.0% | -54.3% | 3.554% | |
| 2/12/2025 | National Bank of Canada FI | 800 | $35K | 0.0% | N/A | 0.080% | |
| 2/11/2025 | LPL Financial LLC | 124,587 | $5.45M | 0.0% | +7.1% | 12.459% | |
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| 2/10/2025 | Altus Wealth Group LLC | 5,895 | $258K | 0.1% | N/A | 0.590% | |
| 2/10/2025 | Tidemark LLC | 6,283 | $275K | 0.1% | N/A | 0.628% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 27,460 | $1.20M | 0.0% | +57.3% | 2.746% | |
| 2/7/2025 | HighTower Advisors LLC | 10,073 | $441K | 0.0% | +4.5% | 1.007% | |
| 2/6/2025 | Raymond James Financial Inc. | 15,646 | $685K | 0.0% | N/A | 1.565% | |
| 2/5/2025 | SRS Capital Advisors Inc. | 5,497 | $241K | 0.0% | N/A | 0.550% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 6,044 | $265K | 0.0% | -16.2% | 0.604% | |
| 1/24/2025 | Clear Creek Financial Management LLC | 5,601 | $245K | 0.0% | -17.3% | 0.560% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 2,635 | $115K | 0.0% | -14.7% | 0.264% | |
| 1/23/2025 | Synergy Asset Management LLC | 1,302 | $59K | 0.0% | N/A | 0.130% | |
| 1/22/2025 | tru Independence LLC | 56,646 | $2.48M | 0.8% | +7.9% | 5.665% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 4,677 | $205K | 0.0% | -47.8% | 0.468% | |
| 12/26/2024 | JPMorgan Chase & Co. | 15,885 | $722K | 0.0% | -40.1% | 1.589% | |
| 11/14/2024 | CreativeOne Wealth LLC | 7,772 | $353K | 0.0% | N/A | 0.777% | |
| 11/5/2024 | Proactive Wealth Strategies LLC | 12,437 | $565K | 0.3% | N/A | 1.244% | |
| 11/4/2024 | tru Independence LLC | 52,515 | $2.39M | 0.7% | +19.1% | 5.252% | |
| 10/19/2024 | Cedrus LLC | 5,765 | $262K | 0.1% | -16.3% | 0.577% | |
| 8/9/2024 | ICA Group Wealth Management LLC | 6,907 | $302K | 0.2% | -6.5% | 0.691% | |
| 8/6/2024 | tru Independence LLC | 44,082 | $1.93M | 0.6% | +4.1% | 4.408% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,041 | $46K | 0.0% | N/A | 0.104% | |
| 7/25/2024 | Raymond James Trust N.A. | 5,609 | $246K | 0.0% | N/A | 0.561% | |
| 7/25/2024 | Clear Creek Financial Management LLC | 6,769 | $296K | 0.0% | -4.2% | 0.677% | |
| 5/24/2024 | Cetera Investment Advisers | 35,585 | $1.57M | 0.0% | N/A | 4.745% | |
| 5/14/2024 | CreativeOne Wealth LLC | 7,660 | $339K | 0.0% | N/A | 1.021% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 26,999 | $1.19M | 0.0% | +9.8% | 3.600% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 5,280 | $234K | 0.0% | -5.0% | 0.704% | |
| 4/18/2024 | tru Independence LLC | 42,343 | $1.87M | 0.6% | N/A | 5.646% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 9,713 | $436K | 0.1% | -3.4% | 1.388% | |
| 2/14/2024 | Waterloo Capital L.P. | 7,489 | $336K | 0.1% | N/A | 1.070% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 8,178 | $367K | 0.0% | +6.9% | 1.168% | |
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| 2/1/2024 | Capital Investment Advisory Services LLC | 5,560 | $249K | 0.0% | -4.3% | 0.794% | |
| 1/26/2024 | Cedrus LLC | 7,139 | $320K | 0.2% | -16.4% | 1.020% | |
| 1/25/2024 | International Assets Investment Management LLC | 43,138 | $1.94M | 0.0% | N/A | 6.163% | |
| 1/24/2024 | International Assets Investment Management LLC | 43,138 | $1.94M | 0.0% | N/A | 6.163% | |
| 1/24/2024 | Clear Creek Financial Management LLC | 7,175 | $322K | 0.1% | -3.5% | 1.025% | |
| 1/16/2024 | Raymond James & Associates | 5,620 | $252K | 0.0% | N/A | 0.803% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 7,647 | $327K | 0.0% | +40.2% | 1.092% | |
| 11/2/2023 | Capital Investment Advisory Services LLC | 5,810 | $248K | 0.0% | -22.4% | 0.830% | |
| 10/24/2023 | Clear Creek Financial Management LLC | 7,433 | $318K | 0.1% | -4.3% | 1.062% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 7,941 | $339K | 0.0% | +21.0% | 1.134% | |
| 8/21/2023 | VitalStone Financial LLC | 14,723 | $648K | 0.4% | N/A | 2.103% | |
| 8/2/2023 | Bank of Montreal Can | 8,676 | $384K | 0.0% | N/A | 1.239% | |
| 7/31/2023 | LPL Financial LLC | 67,862 | $2.99M | 0.0% | +20.0% | 9.695% | |
| 7/28/2023 | Capital Investment Advisory Services LLC | 7,485 | $330K | 0.0% | -10.9% | 1.069% | |
| 7/17/2023 | Clear Creek Financial Management LLC | 7,771 | $342K | 0.1% | N/A | 0.914% | |
| 7/14/2023 | Harbor Investment Advisory LLC | 574 | $25K | 0.0% | N/A | 0.068% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 6,564 | $289K | 0.0% | +20.6% | 0.772% | |
| 5/15/2023 | ICA Group Wealth Management LLC | 10,421 | $463K | 0.1% | -6.9% | 1.226% | |
| 5/8/2023 | Sigma Planning Corp | 4,781 | $213K | 0.0% | -63.0% | 0.562% | |
| 5/5/2023 | Silver Oak Securities Incorporated | 9,326 | $415K | 0.1% | N/A | 1.097% | |
| 5/3/2023 | Youngs Advisory Group Inc. | 11,292 | $502K | 0.3% | -49.6% | 1.328% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 1,793 | $80K | 0.0% | N/A | 0.211% | |
| 4/21/2023 | Capital Investment Advisory Services LLC | 8,405 | $374K | 0.0% | -4.5% | 0.989% | |
| 4/17/2023 | GPS Wealth Strategies Group LLC | 1,000 | $44K | 0.0% | N/A | 0.118% | |
| 2/8/2023 | Belpointe Asset Management LLC | 748 | $33K | 0.0% | N/A | 0.088% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 4,753 | $209K | 0.0% | -18.1% | 0.559% | |
| 2/7/2023 | LPL Financial LLC | 56,601 | $2.49M | 0.0% | -9.7% | 6.659% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 20,987 | $924K | 0.0% | -3.6% | 2.469% | |
| 2/3/2023 | Capital Investment Advisory Services LLC | 8,805 | $388K | 0.0% | -30.2% | 1.036% | |
| 2/1/2023 | Great Valley Advisor Group Inc. | 6,972 | $307K | 0.0% | +16.9% | 0.820% | |
| 1/30/2023 | Concourse Financial Group Securities Inc. | 18,167 | $800K | 0.1% | -3.4% | 2.137% | |
| 1/25/2023 | Youngs Advisory Group Inc. | 22,392 | $986K | 0.6% | -40.0% | 2.634% | |
| 1/24/2023 | Sigma Planning Corp | 12,911 | $569K | 0.0% | -2.3% | 1.519% | |
| 11/15/2022 | Harbour Investments Inc. | 1,277 | $57K | 0.0% | N/A | 0.142% | |
| 11/10/2022 | Sigma Planning Corp | 13,217 | $577K | 0.0% | N/A | 1.469% | |
| 11/10/2022 | ICA Group Wealth Management LLC | 12,305 | $537K | 0.1% | -3.1% | 1.367% | |
| 10/26/2022 | Capital Investment Advisory Services LLC | 12,615 | $550K | 0.1% | N/A | 1.402% | |
| 10/21/2022 | Great Valley Advisor Group Inc. | 5,962 | $260K | 0.0% | N/A | 0.628% | |
| 10/18/2022 | Youngs Advisory Group Inc. | 37,315 | $1.63M | 1.0% | N/A | 3.928% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 10,074 | $440K | 0.0% | N/A | 1.060% | |
| 10/12/2022 | PCG Wealth Advisors LLC | 59,576 | $2.60M | 0.9% | N/A | 6.271% | |
