| 2/27/2025 | Carolinas Wealth Consulting LLC | 9,851 | $189K | 0.0% | +6.5% | 0.181% | |
| 2/17/2025 | Citadel Advisors LLC | 117,295 | $2.25M | 0.0% | +356.8% | 2.152% | |
| 2/17/2025 | Benjamin Edwards Inc. | 28,020 | $539K | 0.0% | -71.1% | 0.514% | |
| 2/14/2025 | Jane Street Group LLC | 46,585 | $895K | 0.0% | +30.8% | 0.855% | |
| 2/14/2025 | Stifel Financial Corp | 63,076 | $1.21M | 0.0% | -6.4% | 1.157% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 14,655 | $282K | 0.0% | -17.8% | 0.269% | |
| 2/13/2025 | M Holdings Securities Inc. | 338,068 | $6.50M | 1.0% | +0.3% | 6.203% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 64,142 | $1.23M | 0.0% | +1.0% | 1.177% | |
| 2/13/2025 | Wells Fargo & Company MN | 377,286 | $7.25M | 0.0% | -34.7% | 6.923% | |
| 2/12/2025 | OLD Mission Capital LLC | 459,570 | $8.83M | 0.1% | +1,180.7% | 8.432% | |
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| 2/11/2025 | LPL Financial LLC | 112,946 | $2.17M | 0.0% | -6.7% | 2.072% | |
| 2/11/2025 | M Holdings Securities Inc. | 6,498 | $125K | 0.1% | -98.1% | 0.119% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 15,670 | $301K | 0.0% | -13.2% | 0.288% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 58,169 | $1.12M | 0.0% | -7.2% | 1.067% | |
| 2/6/2025 | Raymond James Financial Inc. | 670,249 | $12.88M | 0.0% | N/A | 12.298% | |
| 2/6/2025 | NewSquare Capital LLC | 190,425 | $3.66M | 0.3% | +4.1% | 3.494% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 7,187 | $138K | 0.0% | +27.4% | 0.132% | |
| 2/5/2025 | Whipplewood Advisors LLC | 18,831 | $362K | 0.2% | N/A | 0.346% | |
| 2/4/2025 | MorganRosel Wealth Management LLC | 35,161 | $676K | 0.2% | +9.3% | 0.645% | |
| 1/22/2025 | PFG Investments LLC | 13,589 | $261K | 0.0% | -5.4% | 0.249% | |
| 1/16/2025 | Maltin Wealth Management Inc. | 304,240 | $5.85M | 2.9% | +2.0% | 5.071% | |
| 11/15/2024 | Jane Street Group LLC | 35,618 | $734K | 0.0% | -51.6% | 0.579% | |
| 11/15/2024 | Stifel Financial Corp | 67,375 | $1.39M | 0.0% | -3.3% | 1.096% | |
| 11/15/2024 | Benjamin Edwards Inc. | 96,955 | $2.00M | 0.0% | N/A | 1.577% | |
| 11/14/2024 | Flow Traders U.S. LLC | 29,381 | $606K | 0.0% | -6.5% | 0.478% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 28,917 | $596K | 0.0% | -34.4% | 0.470% | |
| 11/12/2024 | M Holdings Securities Inc. | 337,205 | $6.95M | 1.7% | +21.6% | 5.483% | |
| 11/8/2024 | Prospera Financial Services Inc | 58,564 | $1.21M | 0.0% | -11.9% | 0.952% | |
| 11/4/2024 | Del Sette Capital Management LLC | 246,619 | $5.09M | 4.0% | -3.6% | 4.010% | |
| 10/23/2024 | Nicholson Wealth Management Group LLC | 122,959 | $2.54M | 2.1% | N/A | 1.999% | |
| 10/22/2024 | International Assets Investment Management LLC | 7,213,253 | $148.74M | 0.0% | +1,186,290.3% | 117.289% | |
| 10/18/2024 | Raymond James & Associates | 168,031 | $3.47M | 0.0% | -10.2% | 2.732% | |
| 10/10/2024 | MorganRosel Wealth Management LLC | 32,167 | $663K | 0.2% | +3.3% | 0.523% | |
| 10/9/2024 | Maltin Wealth Management Inc. | 298,237 | $6.15M | 3.0% | +8.5% | 4.849% | |
| 8/19/2024 | EP Wealth Advisors LLC | 19,554 | $417K | 0.0% | -3.5% | 0.318% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 34,882 | $745K | 0.0% | +8.8% | 0.567% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 107,774 | $2.30M | 0.0% | +822.2% | 1.752% | |
| 8/12/2024 | Carolinas Wealth Consulting LLC | 9,223 | $197K | 0.0% | +7.0% | 0.150% | |
| 8/8/2024 | Wealthspire Advisors LLC | 12,518 | $267K | 0.0% | -58.5% | 0.204% | |
| 8/8/2024 | Trueblood Wealth Management LLC | 29,584 | $632K | 0.4% | -8.2% | 0.481% | |
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| 8/3/2024 | National Bank of Canada FI | 21,890 | $463K | 0.0% | -44.6% | 0.356% | |
| 8/2/2024 | Del Sette Capital Management LLC | 255,798 | $5.46M | 4.5% | N/A | 4.159% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 18,549 | $396K | 0.0% | +10.1% | 0.302% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 61,739 | $1.32M | 0.0% | +6.4% | 1.004% | |
| 7/23/2024 | NewSquare Capital LLC | 157,955 | $3.37M | 0.3% | -10.3% | 2.568% | |
| 7/19/2024 | Raymond James & Associates | 187,120 | $4.00M | 0.0% | -1.1% | 3.043% | |
| 7/12/2024 | Maltin Wealth Management Inc. | 274,769 | $5.87M | 3.2% | +6.9% | 4.468% | |
| 5/14/2024 | EP Wealth Advisors LLC | 20,256 | $422K | 0.0% | +3.6% | 0.338% | |
| 5/14/2024 | OLD Mission Capital LLC | 230,268 | $4.80M | 0.1% | +1,879.9% | 3.838% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 44,880 | $935K | 0.0% | +1.9% | 0.748% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 73,967 | $1.54M | 0.0% | -38.9% | 1.233% | |
| 5/7/2024 | Wealthspire Advisors LLC | 30,173 | $629K | 0.0% | -40.0% | 0.503% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 11,687 | $243K | 0.0% | -88.2% | 0.187% | |
| 4/26/2024 | Trueblood Wealth Management LLC | 32,214 | $671K | 0.4% | -3.9% | 0.515% | |
| 4/23/2024 | Lunt Capital Management Inc. | 13,843 | $288K | 0.1% | +4.6% | 0.221% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 431,317 | $8.98M | 0.0% | -0.8% | 6.901% | |
| 4/22/2024 | PFG Investments LLC | 14,305 | $298K | 0.0% | -67.8% | 0.229% | |
| 4/18/2024 | MorganRosel Wealth Management LLC | 30,767 | $641K | 0.2% | +4.1% | 0.492% | |
| 4/16/2024 | Maltin Wealth Management Inc. | 257,005 | $5.35M | 3.0% | +8.7% | 4.112% | |
| 2/9/2024 | Wells Fargo & Company MN | 545,733 | $10.75M | 0.0% | -14.3% | 8.732% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 44,064 | $868K | 0.0% | -9.5% | 0.705% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 120,976 | $2.38M | 0.0% | -28.0% | 1.936% | |
| 2/7/2024 | Wealthspire Advisors LLC | 50,301 | $990K | 0.0% | +2.3% | 0.805% | |
| 2/6/2024 | Private Advisor Group LLC | 11,101 | $219K | 0.0% | N/A | 0.178% | |
| 2/6/2024 | National Bank of Canada FI | 34,750 | $673K | 0.0% | -1.7% | 0.556% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 99,318 | $1.96M | 0.0% | -9.5% | 1.589% | |
| 2/1/2024 | NewSquare Capital LLC | 702,008 | $13.82M | 1.3% | +261.9% | 11.232% | |
| 1/30/2024 | Lunt Capital Management Inc. | 13,235 | $261K | 0.1% | -52.1% | 0.212% | |
| 1/25/2024 | International Assets Investment Management LLC | 21,309 | $420K | 0.0% | N/A | 0.341% | |
| 1/24/2024 | International Assets Investment Management LLC | 21,309 | $420K | 0.0% | N/A | 0.341% | |
| 1/18/2024 | Trueblood Wealth Management LLC | 33,514 | $660K | 0.4% | N/A | 0.536% | |
| 1/18/2024 | Maltin Wealth Management Inc. | 236,538 | $4.66M | 3.0% | +0.3% | 3.785% | |
| 1/17/2024 | PFG Investments LLC | 44,429 | $875K | 0.2% | +228.0% | 0.711% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 434,786 | $8.56M | 0.0% | +1.3% | 6.957% | |
| 1/16/2024 | Raymond James & Associates | 199,743 | $3.93M | 0.0% | -1.6% | 3.196% | |
| 11/24/2023 | EP Wealth Advisors LLC | 19,554 | $363K | 0.0% | +182.2% | 0.290% | |
| 11/13/2023 | Kestra Advisory Services LLC | 13,789 | $256K | 0.0% | +5.0% | 0.204% | |
| 11/9/2023 | UBS Group AG | 212,337 | $3.94M | 0.0% | -2.6% | 3.146% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 168,038 | $3.12M | 0.0% | -4.5% | 2.489% | |
| 11/7/2023 | Kingsview Wealth Management LLC | 48,669 | $903K | 0.0% | -1.2% | 0.721% | |
| 11/6/2023 | Wealthspire Advisors LLC | 49,180 | $912K | 0.0% | N/A | 0.729% | |
| 11/6/2023 | PFG Investments LLC | 13,544 | $251K | 0.0% | -70.7% | 0.201% | |
| 11/3/2023 | NewSquare Capital LLC | 193,962 | $3.60M | 0.4% | -73.3% | 2.874% | |
| 10/31/2023 | Lunt Capital Management Inc. | 27,647 | $513K | 0.3% | N/A | 0.410% | |
| 10/30/2023 | MorganRosel Wealth Management LLC | 29,599 | $549K | 0.2% | -2.3% | 0.439% | |
| 10/25/2023 | Monument Capital Management | 12,095 | $224K | 0.1% | -20.3% | 0.179% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 429,179 | $7.96M | 0.0% | -8.8% | 6.220% | |
| 10/24/2023 | Raymond James & Associates | 203,026 | $3.77M | 0.0% | +1.1% | 2.942% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 62,508 | $1.16M | 0.0% | +2.2% | 0.906% | |
| 10/11/2023 | Maltin Wealth Management Inc. | 235,739 | $4.37M | 2.9% | +1.5% | 3.417% | |
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| 10/10/2023 | Savior LLC | 1,446 | $27K | 0.2% | -88.5% | 0.021% | |
| 10/10/2023 | National Bank of Canada FI | 35,350 | $654K | 0.0% | -2.9% | 0.512% | |
| 9/26/2023 | M Holdings Securities Inc. | 11,523 | $219K | 0.0% | -78.2% | 0.143% | |
| 8/11/2023 | O Shaughnessy Asset Management LLC | 4,712 | $89K | 0.0% | +133.4% | 0.059% | |
| 8/9/2023 | Flow Traders U.S. LLC | 82,704 | $1.57M | 0.1% | +58.1% | 1.027% | |
| 8/9/2023 | Coastal Investment Advisors Inc. | 3,521 | $67K | 0.0% | N/A | 0.044% | |
| 8/8/2023 | Prospera Financial Services Inc | 582,173 | $11.04M | 0.4% | -3.8% | 7.232% | |
| 8/3/2023 | PFG Investments LLC | 46,236 | $877K | 0.2% | -6.1% | 0.574% | |
| 8/3/2023 | Maltin Wealth Management Inc. | 232,275 | $4.41M | 0.8% | +0.9% | 2.885% | |
| 8/3/2023 | NewSquare Capital LLC | 726,041 | $13.77M | 1.4% | +0.1% | 9.019% | |
