| 7/28/2025 | Harbour Investments Inc. | 1,292 | $129K | 0.0% | +192.3% | 0.417% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 4,314 | $429K | 0.2% | +6.9% | 1.392% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 2,402 | $239K | 0.0% | -96.3% | 0.775% | |
| 7/16/2025 | Register Financial Advisors LLC | 1,026 | $102K | 0.0% | -9.7% | 0.331% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 12,078 | $1.04M | 0.0% | +4.3% | 2.047% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 12,078 | $1.04M | 0.0% | +4.3% | 2.047% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,730 | $149K | 0.0% | N/A | 0.293% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 156,636 | $13.47M | 1.4% | +2.8% | 26.548% | |
| 5/8/2025 | SPC Financial Inc. | 10,078 | $867K | 0.1% | +3.9% | 1.708% | |
| 5/6/2025 | Cetera Investment Advisers | 3,243 | $279K | 0.0% | +19.6% | 0.550% | |
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| 4/29/2025 | Silver Oak Securities Incorporated | 25,669 | $2.20M | 0.2% | +20.6% | 4.278% | |
| 4/28/2025 | Rossby Financial LCC | 332 | $28K | 0.0% | N/A | 0.055% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 18,051 | $1.55M | 0.0% | +2.8% | 3.009% | |
| 4/22/2025 | Genesee Capital Advisors LLC | 10,412 | $895K | 0.4% | -37.5% | 1.735% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 64,678 | $5.56M | 0.0% | +1.7% | 10.780% | |
| 4/15/2025 | Trueblood Wealth Management LLC | 4,036 | $347K | 0.2% | N/A | 0.673% | |
| 4/14/2025 | Farther Finance Advisors LLC | 8,983 | $779K | 0.0% | N/A | 1.497% | |
| 2/17/2025 | Cetera Investment Advisers | 2,712 | $268K | 0.0% | N/A | 0.393% | |
| 2/17/2025 | Blue Capital Inc. | 5,159 | $509K | 0.4% | N/A | 0.748% | |
| 2/17/2025 | Bank of America Corp DE | 25,161 | $2.49M | 0.0% | -0.9% | 3.647% | |
| 2/14/2025 | Susquehanna International Group LLP | 21,158 | $2.09M | 0.0% | +749.4% | 3.066% | |
| 2/14/2025 | GeoWealth Management LLC | 4,169 | $412K | 0.0% | +44.3% | 0.604% | |
| 2/13/2025 | Advisory Services Network LLC | 2,114 | $209K | 0.0% | N/A | 0.306% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 152,339 | $15.04M | 1.5% | +4.1% | 22.078% | |
| 2/11/2025 | LPL Financial LLC | 12,573 | $1.24M | 0.0% | +13.4% | 1.822% | |
| 2/10/2025 | Harbour Investments Inc. | 492 | $49K | 0.0% | N/A | 0.071% | |
| 2/6/2025 | SPC Financial Inc. | 9,701 | $958K | 0.1% | +1.1% | 1.406% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 4,437 | $438K | 0.0% | N/A | 0.643% | |
| 1/31/2025 | Global Retirement Partners LLC | 251 | $25K | 0.0% | N/A | 0.036% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 21,282 | $2.11M | 0.2% | -2.3% | 3.084% | |
| 1/22/2025 | Genesee Capital Advisors LLC | 16,664 | $1.65M | 0.8% | -3.0% | 2.415% | |
| 1/15/2025 | Financial Management Professionals Inc. | 13,199 | $1.30M | 0.2% | -21.2% | 1.913% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 146,405 | $15.24M | 1.5% | +0.3% | 21.530% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 63,533 | $6.61M | 0.0% | -11.5% | 9.343% | |
| 10/24/2024 | Financial Management Professionals Inc. | 16,749 | $1.74M | 0.2% | N/A | 2.463% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 21,791 | $2.27M | 0.2% | +65.2% | 3.205% | |
| 10/16/2024 | SPC Financial Inc. | 9,599 | $999K | 0.1% | -2.9% | 1.433% | |
| 8/21/2024 | SPC Financial Inc. | 9,888 | $949K | 0.1% | +1.8% | 1.318% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 5,180 | $497K | 0.0% | N/A | 0.700% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 18,210 | $1.75M | 0.0% | +42.1% | 2.461% | |
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| 7/19/2024 | Genesee Capital Advisors LLC | 17,172 | $1.65M | 0.8% | +15.0% | 2.352% | |
| 5/4/2024 | SPC Financial Inc. | 9,710 | $937K | 0.1% | +4.5% | 1.494% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 81,516 | $7.87M | 0.0% | +19.2% | 12.541% | |
| 4/23/2024 | Genesee Capital Advisors LLC | 14,929 | $1.44M | 0.8% | -1.6% | 2.370% | |
| 2/12/2024 | Scotia Capital Inc. | 6,276 | $517K | 0.0% | N/A | 0.981% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 68,375 | $5.63M | 0.0% | N/A | 10.684% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 19,670 | $1.62M | 0.2% | N/A | 3.073% | |
| 2/5/2024 | Unique Wealth Strategies LLC | 35,384 | $2.91M | 1.9% | N/A | 5.529% | |
| 1/29/2024 | Genesee Capital Advisors LLC | 15,173 | $1.25M | 0.8% | N/A | 2.371% | |
| 1/12/2024 | Register Financial Advisors LLC | 1,144 | $94K | 0.1% | N/A | 0.185% | |
| 10/13/2023 | SignalPoint Asset Management LLC | 10,054 | $652K | 0.1% | -4.4% | 3.467% | |
| 8/9/2023 | Flow Traders U.S. LLC | 3,851 | $267K | 0.0% | -39.9% | 1.284% | |
| 7/31/2023 | LPL Financial LLC | 10,912 | $755K | 0.0% | -3.7% | 3.637% | |
| 5/9/2023 | Bellevue Asset Management LLC | 369 | $25K | 0.0% | -30.2% | 0.112% | |
| 2/7/2023 | LPL Financial LLC | 12,517 | $802K | 0.0% | -19.0% | 3.477% | |
| 2/1/2023 | Capital Wealth Alliance LLC | 6,183 | $396K | 0.3% | +65.1% | 1.718% | |
| 11/15/2022 | Flow Traders U.S. LLC | 12,604 | $750K | 0.0% | -7.3% | 3.317% | |
| 11/9/2022 | Capital Wealth Alliance LLC | 3,745 | $222K | 0.2% | -36.3% | 0.986% | |
| 9/16/2022 | Private Trust Co. NA | 1,900 | $115K | 0.0% | N/A | 0.432% | |
| 8/13/2022 | Flow Traders U.S. LLC | 13,596 | $826K | 0.0% | +38.1% | 3.090% | |
| 5/11/2022 | StoneX Group Inc. | 4,509 | $338K | 0.2% | -57.9% | 0.867% | |
| 4/18/2022 | WMG Financial Advisors LLC | 3,696 | $277K | 0.2% | -12.3% | 0.648% | |
| 2/14/2022 | Theory Financial LLC | 37,919 | $3.46M | 2.3% | N/A | 5.496% | |
| 2/14/2022 | LPL Financial LLC | 65,678 | $6.00M | 0.0% | +30.5% | 9.519% | |
| 2/10/2022 | Private Advisor Group LLC | 41,913 | $3.83M | 0.0% | +6.9% | 6.074% | |
| 2/10/2022 | HighTower Advisors LLC | 203,751 | $18.61M | 0.0% | N/A | 26.122% | |
| 2/8/2022 | Raymond James Financial Services Advisors Inc. | 48,768 | $4.45M | 0.0% | +77.7% | 5.876% | |
| 2/8/2022 | Bank of America Corp DE | 43,857 | $4.01M | 0.0% | +27.1% | 3.537% | |
| 2/8/2022 | Raymond James & Associates | 30,545 | $2.79M | 0.0% | +442.2% | 2.463% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 4,671 | $427K | 0.0% | N/A | 0.377% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 6,747 | $616K | 0.0% | +144.8% | 0.544% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 6,608 | $602K | 0.0% | -10.1% | 0.533% | |
| 2/3/2022 | Bellevue Asset Management LLC | 529 | $48K | 0.0% | -21.7% | 0.043% | |
| 2/1/2022 | Centaurus Financial Inc. | 1,339 | $122K | 0.0% | N/A | 0.104% | |
| 1/31/2022 | SignalPoint Asset Management LLC | 10,420 | $951K | 0.3% | -4.5% | 0.808% | |
| 1/31/2022 | SPC Financial Inc. | 6,224 | $568K | 0.1% | +4.5% | 0.482% | |
| 1/27/2022 | Capital Wealth Alliance LLC | 13,157 | $1.20M | 0.7% | -7.9% | 1.004% | |
| 1/27/2022 | Janney Montgomery Scott LLC | 64,491 | $5.89M | 0.0% | +13.0% | 4.923% | |
| 1/25/2022 | Genesee Capital Advisors LLC | 8,411 | $768K | 0.4% | +7.4% | 0.526% | |
| 1/18/2022 | MinichMacGregor Wealth Management LLC | 4,473 | $408K | 0.1% | N/A | 0.280% | |
| 11/23/2021 | Fortis Advisors LLC | 40,893 | $1.96M | 1.2% | -37.5% | 1.902% | |
| 11/16/2021 | Transamerica Financial Advisors Inc. | 953 | $84K | 2.4% | -27.8% | 0.081% | |
| 11/16/2021 | LPL Financial LLC | 50,314 | $4.40M | 0.0% | -12.4% | 4.264% | |
| 11/15/2021 | Flow Traders U.S. LLC | 15,204 | $1.33M | 0.1% | -16.8% | 1.288% | |
| 11/15/2021 | Royal Bank of Canada | 33,817 | $2.96M | 0.0% | +13,109.8% | 2.866% | |
| 11/12/2021 | Equitable Holdings Inc. | 2,652 | $232K | 0.0% | N/A | 0.225% | |
| 11/12/2021 | Fortis Advisors LLC | 40,893 | $1.96M | 1.1% | -37.5% | 3.466% | |
| 11/12/2021 | Prospera Financial Services Inc | 8,123 | $710K | 0.0% | +29.8% | 0.688% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 7,350 | $642K | 0.0% | +6.1% | 0.623% | |
| 11/2/2021 | Raymond James Financial Services Advisors Inc. | 27,438 | $2.40M | 0.0% | -9.1% | 2.325% | |
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| 11/2/2021 | Raymond James & Associates | 5,634 | $493K | 0.0% | -12.7% | 0.477% | |
| 11/2/2021 | Cambridge Investment Research Advisors Inc. | 2,756 | $241K | 0.0% | +22.7% | 0.234% | |
| 10/29/2021 | Janney Montgomery Scott LLC | 57,079 | $4.99M | 0.0% | +2.7% | 4.837% | |
| 10/29/2021 | Beacon Harbor Wealth Advisors Inc. | 3,344 | $292K | 0.1% | -96.8% | 0.283% | |
| 10/28/2021 | SignalPoint Asset Management LLC | 10,911 | $954K | 0.3% | -2.0% | 0.957% | |
| 10/20/2021 | StoneX Group Inc. | 10,520 | $920K | 0.1% | +20.8% | 0.923% | |
| 10/14/2021 | Private Advisor Group LLC | 39,196 | $3.43M | 0.0% | +0.9% | 3.438% | |
| 10/14/2021 | Genesee Capital Advisors LLC | 7,829 | $684K | 0.3% | N/A | 0.669% | |
| 8/24/2021 | Flow Traders U.S. LLC | 18,271 | $1.71M | 0.1% | N/A | 1.535% | |
| 8/17/2021 | Wells Fargo & Company MN | 61,342 | $5.73M | 0.0% | +166.2% | 5.070% | |
