| 7/17/2024 | Manchester Financial Inc. | 93,808 | $3.55M | 0.9% | -2.6% | 17.056% | |
| 7/11/2024 | Clarus Wealth Advisors | 7,770 | $298K | 0.2% | -9.7% | 1.413% | |
| 4/11/2024 | Clarus Wealth Advisors | 8,603 | $320K | 0.2% | -23.8% | 1.564% | |
| 1/22/2024 | Clarus Wealth Advisors | 11,290 | $384K | 0.2% | N/A | 2.053% | |
| 11/4/2023 | NBC Securities Inc. | 927 | $28K | 0.0% | N/A | 0.155% | |
| 5/10/2023 | Mach 1 Financial Group LLC | 3,927 | $121.69M | 0.8% | N/A | 0.714% | |
| 5/5/2023 | Silver Oak Securities Incorporated | 51,132 | $1.58M | 0.3% | +1.0% | 9.297% | |
| 5/4/2023 | FSB Premier Wealth Management Inc. | 28,120 | $871K | 0.5% | -24.2% | 5.113% | |
| 4/25/2023 | Geneos Wealth Management Inc. | 800 | $25K | 0.0% | -33.3% | 0.145% | |
| 4/19/2023 | Manchester Financial Inc. | 56,614 | $1.75M | 0.5% | -7.1% | 10.293% | |
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| 2/9/2023 | Ahrens Investment Partners LLC | 10,281 | $307K | 0.1% | -36.5% | 1.869% | |
| 2/7/2023 | LPL Financial LLC | 55,255 | $1.65M | 0.0% | -3.4% | 10.046% | |
| 2/7/2023 | IFP Advisors Inc | 2,068 | $46K | 0.0% | -27.0% | 0.376% | |
| 2/6/2023 | FSB Premier Wealth Management Inc. | 37,114 | $1.11M | 0.6% | -1.3% | 6.748% | |
| 2/2/2023 | Silver Oak Securities Incorporated | 50,602 | $1.51M | 0.3% | -2.9% | 9.200% | |
| 11/23/2022 | FSB Premier Wealth Management Inc. | 37,619 | $1.01M | 0.6% | -45.6% | 5.788% | |
| 11/15/2022 | Belpointe Asset Management LLC | 4,536 | $121K | 0.0% | +10.2% | 0.698% | |
| 11/8/2022 | Mach 1 Financial Group LLC | 3,927 | $105K | 0.1% | N/A | 0.604% | |
| 11/8/2022 | Ahrens Investment Partners LLC | 16,191 | $433K | 0.2% | -45.7% | 2.491% | |
| 10/20/2022 | Silver Oak Securities Incorporated | 52,112 | $1.39M | 0.3% | +0.9% | 8.017% | |
| 8/15/2022 | Atria Wealth Solutions Inc. | 12,699 | $362K | 0.0% | N/A | 1.814% | |
| 8/13/2022 | Flow Traders U.S. LLC | 8,974 | $255K | 0.0% | -10.1% | 1.282% | |
| 8/11/2022 | Cetera Investment Advisers | 8,471 | $241K | 0.0% | +17.3% | 1.210% | |
| 8/1/2022 | FSB Premier Wealth Management Inc. | 69,147 | $1.97M | 1.1% | -7.1% | 9.878% | |
| 7/28/2022 | Manchester Financial Inc. | 62,722 | $1.79M | 0.7% | N/A | 8.960% | |
| 7/22/2022 | Geneos Wealth Management Inc. | 1,200 | $34K | 0.0% | -40.0% | 0.171% | |
| 5/10/2022 | SILVER OAK SECURITIES Inc | 29,409 | $969K | 0.2% | N/A | 4.524% | |
| 5/2/2022 | FSB Premier Wealth Management Inc. | 74,442 | $2.39M | 1.2% | -65.2% | 11.453% | |
| 4/14/2022 | FSB Premier Wealth Management Inc. | 75,936 | $2.53M | 1.2% | -64.5% | 11.682% | |
| 2/14/2022 | LPL Financial LLC | 162,126 | $5.73M | 0.0% | +14.5% | 23.161% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 6,110 | $216K | 0.0% | N/A | 0.815% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 10,073 | $355K | 0.0% | -13.2% | 1.343% | |
| 2/3/2022 | FSB Premier Wealth Management Inc. | 213,808 | $7.55M | 3.2% | N/A | 26.726% | |
| 1/31/2022 | SignalPoint Asset Management LLC | 84,461 | $2.98M | 0.9% | +7.2% | 9.385% | |
| 1/21/2022 | Ahrens Investment Partners LLC | 29,890 | $1.06M | 0.5% | -1.7% | 3.321% | |
| 11/16/2021 | LPL Financial LLC | 141,596 | $4.52M | 0.0% | +48.2% | 14.905% | |
| 11/15/2021 | Flow Traders U.S. LLC | 10,379 | $331K | 0.0% | N/A | 1.093% | |
| 11/10/2021 | Goldman Sachs Group Inc. | 20,343 | $649K | 0.0% | N/A | 2.141% | |
| 10/28/2021 | SignalPoint Asset Management LLC | 78,794 | $2.52M | 0.8% | +17.2% | 8.294% | |
| 10/27/2021 | Moloney Securities Asset Management LLC | 7,517 | $240K | 0.0% | N/A | 0.791% | |
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| 10/12/2021 | IFG Advisory LLC | 8,738 | $278K | 0.0% | -8.0% | 0.920% | |
| 8/13/2021 | LPL Financial LLC | 95,562 | $3.08M | 0.0% | +13.0% | 10.618% | |
| 8/12/2021 | Strategic Blueprint LLC | 2,722 | $88K | 0.0% | N/A | 0.302% | |
| 8/10/2021 | Cambridge Investment Research Advisors Inc. | 6,693 | $215K | 0.0% | N/A | 0.744% | |
| 8/9/2021 | Level Four Advisory Services LLC | 7,675 | $247K | 0.0% | -14.9% | 0.853% | |
| 5/10/2021 | Level Four Advisory Services LLC | 9,015 | $273K | 0.0% | -61.3% | 1.061% | |
| 5/3/2021 | SignalPoint Asset Management LLC | 67,452 | $2.04M | 0.7% | +32.5% | 7.936% | |
| 4/19/2021 | IFG Advisory LLC | 9,509 | $287K | 0.0% | +4.9% | 0.951% | |
| 3/26/2021 | Susquehanna International Group LLP | 44,088 | $1.22M | 0.0% | +36.5% | 5.187% | |
| 2/12/2021 | LPL Financial LLC | 73,648 | $2.01M | 0.0% | +16.4% | 8.664% | |
