| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 19,225 | $361K | 0.0% | N/A | 0.285% | |
| 2/18/2025 | Breakthru Advisory Services LLC | 314,310 | $5.90M | 5.3% | N/A | 4.656% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 4,067 | $76K | 0.0% | N/A | 0.060% | |
| 2/14/2025 | Jane Street Group LLC | 45,518 | $854K | 0.0% | +31.9% | 0.674% | |
| 2/14/2025 | Stifel Financial Corp | 699,439 | $13.13M | 0.0% | -0.6% | 10.362% | |
| 2/14/2025 | MML Investors Services LLC | 162,650 | $3.05M | 0.0% | -2.5% | 2.410% | |
| 2/13/2025 | Mariner LLC | 232,464 | $4.36M | 0.0% | N/A | 3.444% | |
| 2/13/2025 | Kraft Davis & Associates LLC | 11,675 | $219K | 0.1% | -8.0% | 0.173% | |
| 2/13/2025 | Raymond James Financial Inc. | 145,406 | $2.73M | 0.0% | N/A | 2.154% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 133,405 | $2.50M | 0.0% | -63.6% | 1.976% | |
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| 2/11/2025 | LPL Financial LLC | 545,675 | $10.24M | 0.0% | +3.4% | 8.084% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 298,564 | $5.60M | 0.1% | -0.4% | 4.423% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 18,039 | $339K | 0.0% | +8.2% | 0.267% | |
| 2/10/2025 | Altus Wealth Group LLC | 12,659 | $238K | 0.1% | N/A | 0.188% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 69,331 | $1.30M | 0.0% | -18.0% | 1.027% | |
| 2/7/2025 | Sowell Financial Services LLC | 136,578 | $2.56M | 0.1% | N/A | 2.023% | |
| 2/7/2025 | Larson Financial Group LLC | 14,192 | $266K | 0.0% | -23.8% | 0.210% | |
| 2/6/2025 | Raymond James Financial Inc. | 145,406 | $2.73M | 0.0% | N/A | 2.154% | |
| 2/5/2025 | SRS Capital Advisors Inc. | 643,026 | $12.07M | 0.8% | N/A | 9.526% | |
| 2/3/2025 | Private Advisor Group LLC | 22,791 | $428K | 0.0% | -35.0% | 0.338% | |
| 1/31/2025 | Proactive Wealth Strategies LLC | 39,245 | $737K | 0.4% | -3.4% | 0.581% | |
| 1/31/2025 | D.A. Davidson & CO. | 81,527 | $1.53M | 0.0% | -6.7% | 1.208% | |
| 1/31/2025 | Sanctuary Advisors LLC | 160,120 | $3.01M | 0.0% | +4.7% | 2.372% | |
| 1/22/2025 | Capital Asset Advisory Services LLC | 298,388 | $5.60M | 0.3% | -0.6% | 4.421% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 12,310 | $231K | 0.0% | -10.4% | 0.182% | |
| 1/17/2025 | Mutual Advisors LLC | 178,173 | $3.35M | 0.1% | +342.9% | 2.640% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 25,549 | $480K | 0.0% | N/A | 0.379% | |
| 12/26/2024 | JPMorgan Chase & Co. | 7,640 | $146K | 0.0% | N/A | 0.113% | |
| 11/25/2024 | Sanctuary Advisors LLC | 152,900 | $2.88M | 0.0% | +41.1% | 2.265% | |
| 11/15/2024 | MML Investors Services LLC | 166,795 | $3.20M | 0.0% | +24.0% | 2.471% | |
| 11/15/2024 | Jane Street Group LLC | 34,507 | $661K | 0.0% | -67.8% | 0.511% | |
| 11/15/2024 | Stifel Financial Corp | 703,422 | $13.48M | 0.0% | -70.8% | 10.421% | |
| 11/13/2024 | D.A. Davidson & CO. | 87,405 | $1.68M | 0.0% | -10.1% | 1.295% | |
| 11/13/2024 | Private Trust Co. NA | 3,540 | $68K | 0.0% | -21.7% | 0.052% | |
| 11/12/2024 | Larson Financial Group LLC | 18,620 | $357K | 0.0% | -19.3% | 0.276% | |
| 11/8/2024 | Kraft Davis & Associates LLC | 12,695 | $239K | 0.1% | -79.6% | 0.188% | |
| 11/5/2024 | Proactive Wealth Strategies LLC | 40,633 | $779K | 0.4% | N/A | 0.602% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 299,813 | $5.74M | 0.1% | +3.9% | 4.442% | |
| 11/4/2024 | Sigma Planning Corp | 39,702 | $761K | 0.0% | -1.6% | 0.588% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 16,666 | $319K | 0.0% | +12.5% | 0.249% | |
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| 10/22/2024 | Private Advisor Group LLC | 35,070 | $672K | 0.0% | -39.2% | 0.523% | |
| 10/19/2024 | Cedrus LLC | 512,084 | $9.81M | 3.6% | +14.7% | 7.643% | |
| 9/5/2024 | Sanctuary Advisors LLC | 108,328 | $2.01M | 0.0% | N/A | 1.267% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 288,458 | $5.39M | 0.1% | +2.1% | 3.374% | |
| 8/5/2024 | Private Advisor Group LLC | 57,717 | $1.08M | 0.0% | -37.5% | 0.675% | |
| 8/2/2024 | Larson Financial Group LLC | 23,068 | $431K | 0.0% | -29.2% | 0.270% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 80,740 | $1.51M | 0.0% | +4.3% | 0.944% | |
| 7/30/2024 | International Assets Investment Management LLC | 8,285 | $155K | 0.0% | -57.4% | 0.097% | |
| 7/29/2024 | Kraft Davis & Associates LLC | 62,184 | $1.17M | 0.4% | -38.2% | 0.727% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 26,275 | $491K | 0.0% | -14.2% | 0.307% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 137,438 | $2.57M | 0.0% | +311.4% | 1.598% | |
| 7/24/2024 | EdgeRock Capital LLC | 1,949 | $36K | 0.0% | N/A | 0.023% | |
| 7/24/2024 | Cedrus LLC | 446,407 | $8.34M | 4.2% | +16.9% | 5.615% | |
| 7/19/2024 | Western Wealth Management LLC | 10,410 | $195K | 0.0% | -10.6% | 0.131% | |
| 7/19/2024 | Raymond James & Associates | 69,891 | $1.31M | 0.0% | +5.0% | 0.879% | |
| 5/24/2024 | Cetera Advisors LLC | 17,583 | $330K | 0.0% | N/A | 0.314% | |
| 5/16/2024 | Kraft Davis & Associates LLC | 100,618 | $1.88M | 0.6% | -7.1% | 1.797% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 282,570 | $5.30M | 0.1% | -20.0% | 3.600% | |
| 5/2/2024 | Mutual Advisors LLC | 206,578 | $3.87M | 0.1% | -9.5% | 3.689% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 4,446 | $83K | 0.0% | -50.0% | 0.079% | |
| 4/30/2024 | Private Advisor Group LLC | 92,405 | $1.73M | 0.0% | -3.6% | 1.650% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 77,448 | $1.45M | 0.0% | +25.7% | 1.383% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 80,475 | $1.51M | 0.0% | +10.6% | 1.437% | |
| 4/16/2024 | Capital Asset Advisory Services LLC | 283,975 | $5.32M | 0.3% | -19.8% | 4.982% | |
| 4/11/2024 | International Assets Investment Management LLC | 19,435 | $363K | 0.0% | -18.8% | 0.341% | |
| 4/5/2024 | NBC Securities Inc. | 3,342 | $62K | 0.0% | -27.9% | 0.058% | |
| 2/9/2024 | Tidemark LLC | 10,596 | $200K | 0.1% | N/A | 0.184% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 18,721 | $353K | 0.0% | -10.7% | 0.326% | |
| 2/7/2024 | NBC Securities Inc. | 4,633 | $87K | 0.0% | -25.8% | 0.081% | |
| 2/7/2024 | Principal Securities Inc. | 56,513 | $1.07M | 0.0% | N/A | 0.983% | |
| 2/6/2024 | EdgeRock Capital LLC | 1,949 | $37K | 0.0% | N/A | 0.034% | |
| 2/6/2024 | Axxcess Wealth Management LLC | 353,055 | $6.65M | 0.2% | +2.0% | 6.140% | |
| 2/2/2024 | Truist Financial Corp | 10,244 | $193K | 0.0% | -17.9% | 0.167% | |
| 2/1/2024 | Larson Financial Group LLC | 32,408 | $611K | 0.1% | -29.7% | 0.527% | |
| 2/1/2024 | Capital Investment Advisory Services LLC | 2,550 | $48K | 0.0% | -39.3% | 0.041% | |
| 2/1/2024 | Sigma Planning Corp | 25,606 | $483K | 0.0% | -46.8% | 0.416% | |
| 1/31/2024 | Kraft Davis & Associates LLC | 108,364 | $2.04M | 0.6% | -1.7% | 1.762% | |
| 1/26/2024 | Cedrus LLC | 414,620 | $7.81M | 4.8% | -0.7% | 6.742% | |
| 1/25/2024 | International Assets Investment Management LLC | 23,935 | $451K | 0.0% | N/A | 0.389% | |
| 1/24/2024 | International Assets Investment Management LLC | 451,077 | $8.50M | 0.0% | N/A | 7.335% | |
| 1/16/2024 | Raymond James & Associates | 40,175 | $757K | 0.0% | +104.2% | 0.653% | |
| 1/12/2024 | Mutual Advisors LLC | 228,364 | $4.30M | 0.1% | +0.3% | 3.654% | |
| 1/12/2024 | GPS Wealth Strategies Group LLC | 7,000 | $132K | 0.0% | -69.2% | 0.112% | |
| 1/11/2024 | Atlas Private Wealth Advisors | 16,424 | $310K | 0.1% | -19.5% | 0.263% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 13,827 | $261K | 0.0% | +6.5% | 0.221% | |
| 1/10/2024 | Cornerstone Wealth Management LLC | 14,414 | $272K | 0.0% | -5.1% | 0.231% | |
| 1/9/2024 | Capital Asset Advisory Services LLC | 353,936 | $6.67M | 0.4% | +1.9% | 5.663% | |
| 11/15/2023 | Axxcess Wealth Management LLC | 346,286 | $6.35M | 0.2% | N/A | 4.947% | |
| 11/14/2023 | Mutual Advisors LLC | 227,605 | $4.17M | 0.2% | +2.1% | 3.252% | |
| 11/13/2023 | Jacobi Capital Management LLC | 13,616 | $250K | 0.0% | -9.0% | 0.195% | |
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| 11/13/2023 | LPL Financial LLC | 650,317 | $11.93M | 0.0% | -15.3% | 9.290% | |
| 11/13/2023 | Kestra Advisory Services LLC | 32,892 | $603K | 0.0% | -81.3% | 0.470% | |
| 11/6/2023 | Sigma Planning Corp | 48,165 | $883K | 0.0% | -27.2% | 0.688% | |
| 11/4/2023 | NBC Securities Inc. | 6,241 | $114K | 0.0% | N/A | 0.089% | |
| 11/3/2023 | Larson Financial Group LLC | 46,090 | $845K | 0.1% | -3.2% | 0.658% | |
| 11/3/2023 | Private Advisor Group LLC | 95,992 | $1.76M | 0.0% | -13.7% | 1.371% | |
| 11/2/2023 | 1776 Wealth LLC | 30,000 | $550K | 0.3% | -25.0% | 0.429% | |
| 10/26/2023 | GPS Wealth Strategies Group LLC | 22,700 | $416K | 0.1% | -19.5% | 0.329% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 72,671 | $1.33M | 0.0% | -41.2% | 1.053% | |
| 10/24/2023 | Raymond James & Associates | 19,671 | $361K | 0.0% | -20.5% | 0.285% | |
