| 8/8/2025 | Firestone Capital Management | 7,137 | $371K | 0.1% | N/A | 0.234% | |
| 8/8/2025 | Cetera Investment Advisers | 623,285 | $32.38M | 0.1% | +1.2% | 20.436% | |
| 8/8/2025 | Austin Wealth Management LLC | 14,133 | $741K | 0.1% | N/A | 0.463% | |
| 7/23/2025 | Horizon Advisory Services Inc. | 6,746 | $351K | 0.2% | +5.5% | 0.221% | |
| 7/23/2025 | Morton Capital Management LLC CA | 406,686 | $21.13M | 3.7% | -4.0% | 13.334% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,200 | $114K | 0.0% | N/A | 0.072% | |
| 7/10/2025 | Focus Financial Network Inc. | 4,332 | $225K | 0.0% | -18.9% | 0.142% | |
| 7/8/2025 | Cultivar Capital Inc. | 143,609 | $7.46M | 5.4% | +5.0% | 4.708% | |
| 5/19/2025 | Jane Street Group LLC | 18,713 | $932K | 0.0% | +90.2% | 0.614% | |
| 5/16/2025 | Jones Financial Companies Lllp | 31,202 | $1.55M | 0.0% | +1,814.2% | 1.023% | |
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| 5/15/2025 | Flputnam Investment Management Co. | 21,522 | $1.07M | 0.0% | N/A | 0.706% | |
| 5/15/2025 | Royal Bank of Canada | 11,048 | $550K | 0.0% | -31.9% | 0.362% | |
| 5/15/2025 | Baird Financial Group Inc. | 47,350 | $2.36M | 0.0% | +0.8% | 1.552% | |
| 5/14/2025 | Flow Traders U.S. LLC | 36,007 | $1.79M | 0.1% | N/A | 1.181% | |
| 5/7/2025 | LPL Financial LLC | 28,458 | $1.42M | 0.0% | -31.7% | 0.933% | |
| 5/6/2025 | Cetera Investment Advisers | 616,159 | $30.69M | 0.1% | +16.2% | 20.202% | |
| 5/1/2025 | Horizon Advisory Services Inc. | 6,397 | $319K | 0.2% | +10.8% | 0.210% | |
| 4/29/2025 | Macroview Investment Management LLC | 5,675 | $283K | 0.3% | -40.0% | 0.186% | |
| 4/23/2025 | Pure Financial Advisors LLC | 6,047 | $301K | 0.0% | -20.9% | 0.198% | |
| 4/23/2025 | Spire Wealth Management | 505 | $25K | 0.0% | -67.1% | 0.017% | |
| 4/21/2025 | ORG Partners LLC | 1,614 | $81K | 0.0% | -86.8% | 0.053% | |
| 4/18/2025 | Cultivar Capital Inc. | 136,788 | $6.81M | 5.5% | +1.4% | 4.485% | |
| 4/17/2025 | Morton Capital Management LLC CA | 423,626 | $21.10M | 4.1% | -1.9% | 13.889% | |
| 4/16/2025 | IAG Wealth Partners LLC | 324,637 | $16.17M | 2.5% | +3.1% | 10.644% | |
| 4/15/2025 | Focus Financial Network Inc. | 5,344 | $266K | 0.0% | -29.8% | 0.175% | |
| 2/17/2025 | Cetera Investment Advisers | 530,152 | $24.18M | 0.1% | +0.7% | 24.098% | |
| 2/17/2025 | Baird Financial Group Inc. | 46,988 | $2.14M | 0.0% | +5.6% | 2.136% | |
| 2/17/2025 | Bank of America Corp DE | 12,985 | $592K | 0.0% | +2.4% | 0.590% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 26,814 | $1.22M | 0.0% | -83.3% | 1.219% | |
| 2/14/2025 | Jane Street Group LLC | 9,839 | $449K | 0.0% | -74.9% | 0.447% | |
| 2/14/2025 | Firestone Capital Management | 7,137 | $325K | 0.1% | N/A | 0.324% | |
| 2/13/2025 | Raymond James Financial Inc. | 11,269 | $514K | 0.0% | N/A | 0.512% | |
| 2/13/2025 | Wells Fargo & Company MN | 34,802 | $1.59M | 0.0% | -4.3% | 1.582% | |
| 2/11/2025 | LPL Financial LLC | 41,650 | $1.90M | 0.0% | -6.5% | 1.893% | |
| 2/10/2025 | Harbour Investments Inc. | 1,736 | $79K | 0.0% | -13.5% | 0.079% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 6,083 | $277K | 0.0% | -13.1% | 0.277% | |
| 2/10/2025 | IAG Wealth Partners LLC | 314,902 | $14.36M | 2.5% | +10.3% | 14.314% | |
| 2/6/2025 | Raymond James Financial Inc. | 11,269 | $514K | 0.0% | N/A | 0.512% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,630 | $74K | 0.0% | +38.3% | 0.074% | |
| 2/4/2025 | Horizon Advisory Services Inc. | 5,772 | $263K | 0.2% | +20.1% | 0.262% | |
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| 1/31/2025 | Macroview Investment Management LLC | 9,454 | $431K | 0.4% | -16.7% | 0.430% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 12,085 | $551K | 0.0% | N/A | 0.549% | |
| 1/29/2025 | Focus Financial Network Inc. | 7,608 | $347K | 0.0% | -12.8% | 0.346% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 12,085 | $551K | 0.0% | N/A | 0.549% | |
| 1/23/2025 | Cultivar Capital Inc. | 134,958 | $6.15M | 5.4% | +0.2% | 6.134% | |
| 1/15/2025 | Morton Capital Management LLC CA | 432,039 | $19.70M | 3.7% | +122.5% | 19.638% | |
| 11/15/2024 | Jane Street Group LLC | 39,244 | $2.07M | 0.0% | -13.9% | 1.784% | |
| 10/29/2024 | IAG Wealth Partners LLC | 285,386 | $15.04M | 2.8% | +4.3% | 12.972% | |
| 10/28/2024 | Focus Financial Network Inc. | 8,725 | $460K | 0.0% | -16.0% | 0.397% | |
| 10/23/2024 | Allworth Financial LP | 7,470 | $394K | 0.0% | -6.9% | 0.340% | |
| 10/22/2024 | Macroview Investment Management LLC | 11,344 | $598K | 0.6% | -2.5% | 0.516% | |
| 10/16/2024 | Cultivar Capital Inc. | 134,703 | $7.10M | 5.8% | +1.0% | 6.123% | |
| 10/9/2024 | Morton Capital Management LLC CA | 194,138 | $10.23M | 2.0% | +6.3% | 8.824% | |
| 8/22/2024 | Cetera Investment Advisers | 498,792 | $24.93M | 0.1% | +8,528.1% | 22.672% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 162,355 | $8.12M | 0.0% | -0.2% | 7.380% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 13,045 | $652K | 0.0% | N/A | 0.593% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 6,974 | $349K | 0.0% | +11.2% | 0.317% | |
| 7/24/2024 | Cultivar Capital Inc. | 133,408 | $6.67M | 5.6% | -1.4% | 6.064% | |
| 7/23/2024 | Macroview Investment Management LLC | 11,630 | $581K | 0.6% | -28.2% | 0.529% | |
| 7/22/2024 | Focus Financial Network Inc. | 10,385 | $534K | 0.0% | -6.1% | 0.472% | |
| 7/17/2024 | IAG Wealth Partners LLC | 273,594 | $13.68M | 2.7% | -4.2% | 12.436% | |
| 7/16/2024 | ORG Partners LLC | 12,340 | $616K | 0.1% | N/A | 0.561% | |
| 7/12/2024 | Morton Capital Management LLC CA | 182,574 | $9.13M | 2.2% | +0.4% | 8.299% | |
| 5/24/2024 | Cetera Advisors LLC | 5,276 | $269K | 0.0% | +19.9% | 0.240% | |
| 5/11/2024 | Capital Wealth Alliance LLC | 6,767 | $345K | 0.2% | N/A | 0.308% | |
| 4/30/2024 | Macroview Investment Management LLC | 16,203 | $825K | 0.9% | -8.0% | 0.737% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 2,985 | $152K | 0.0% | -88.4% | 0.136% | |
| 4/29/2024 | Horizon Advisory Services Inc. | 4,826 | $246K | 0.1% | N/A | 0.219% | |
| 4/25/2024 | IAG Wealth Partners LLC | 285,556 | $14.54M | 3.1% | +12.2% | 12.980% | |
| 4/24/2024 | Spire Wealth Management | 1,769 | $90K | 0.0% | -35.8% | 0.080% | |
| 4/12/2024 | Morton Capital Management LLC CA | 181,862 | $9.26M | 2.5% | +27.7% | 6.863% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 12,198 | $595K | 0.0% | N/A | 0.460% | |
| 2/9/2024 | Sachetta LLC | 1,085 | $53K | 0.0% | N/A | 0.041% | |
| 2/6/2024 | Spire Wealth Management | 2,754 | $127K | 0.0% | -30.1% | 0.104% | |
| 2/6/2024 | Aveo Capital Partners LLC | 111,393 | $5.44M | 0.7% | -0.7% | 4.204% | |
| 2/2/2024 | IAG Wealth Partners LLC | 254,525 | $12.42M | 2.8% | N/A | 9.605% | |
| 2/1/2024 | RWA Wealth Partners LLC | 12,403 | $605K | 0.0% | N/A | 0.468% | |
| 1/31/2024 | Beaumont Financial Advisors LLC | 254,408 | $12.42M | 1.1% | +10.2% | 9.600% | |
| 1/25/2024 | International Assets Investment Management LLC | 8,298 | $405K | 0.0% | N/A | 0.313% | |
| 1/24/2024 | International Assets Investment Management LLC | 8,298 | $405K | 0.0% | N/A | 0.313% | |
| 1/23/2024 | FAS Wealth Partners Inc. | 25,817 | $1.26M | 0.1% | -2.0% | 0.974% | |
| 1/18/2024 | Morton Capital Management LLC CA | 142,414 | $6.95M | 2.1% | N/A | 5.374% | |
| 1/17/2024 | Cultivar Capital Inc. | 131,149 | $6.40M | 5.6% | N/A | 4.949% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 11,279 | $551K | 0.0% | +9.8% | 0.426% | |
| 1/12/2024 | Avalon Capital Management | 10,232 | $499K | 0.2% | N/A | 0.386% | |
| 1/8/2024 | Pure Financial Advisors LLC | 7,853 | $383K | 0.0% | -4.3% | 0.296% | |
| 12/6/2023 | Citigroup Inc. | 2,713 | $133K | 0.0% | +14.0% | 0.102% | |
| 11/13/2023 | LPL Financial LLC | 145,033 | $7.12M | 0.0% | +1.6% | 5.473% | |
| 11/8/2023 | HighTower Advisors LLC | 25,641 | $1.26M | 0.0% | +3.6% | 0.968% | |
| 11/6/2023 | Aveo Capital Partners LLC | 112,187 | $5.51M | 0.7% | -4.9% | 4.233% | |
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| 11/6/2023 | Capital Wealth Alliance LLC | 7,083 | $348K | 0.2% | -3.0% | 0.267% | |
| 11/3/2023 | ORG Partners LLC | 11,770 | $578K | 0.2% | +3.0% | 0.444% | |
| 11/1/2023 | Beaumont Financial Advisors LLC | 230,777 | $11.33M | 1.1% | N/A | 8.709% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 10,275 | $504K | 0.0% | +19.1% | 0.388% | |
| 10/23/2023 | FAS Wealth Partners Inc. | 26,357 | $1.29M | 0.1% | -5.2% | 0.995% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 5,040 | $247K | 0.0% | +7.5% | 0.190% | |
| 10/19/2023 | Sterling Financial Group Inc. | 242,909 | $11.93M | 7.5% | -1.1% | 9.166% | |
| 9/7/2023 | Sterling Financial Group Inc. | 245,645 | $11.83M | 7.8% | +16.0% | 9.270% | |
| 8/14/2023 | Jackson Hole Capital Partners LLC | 1,000 | $48K | 0.0% | -21.8% | 0.038% | |
| 8/8/2023 | Catalyst Capital Advisors LLC | 2,479 | $119K | 0.0% | -11.0% | 0.089% | |
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