| 2/17/2025 | Sentinus LLC | 17,980 | $649K | 0.2% | -79.6% | 0.021% | |
| 2/17/2025 | Baird Financial Group Inc. | 107,011 | $3.86M | 0.0% | +1.7% | 0.125% | |
| 2/17/2025 | BNP Paribas Financial Markets | 231,184 | $8.34M | 0.0% | -16.1% | 0.270% | |
| 2/17/2025 | Ameriprise Financial Inc. | 809,473 | $29.22M | 0.0% | +2.0% | 0.946% | |
| 2/12/2025 | OLD Mission Capital LLC | 25,750 | $929K | 0.0% | N/A | 0.030% | |
| 2/12/2025 | Retirement Investment Advisors Inc. | 455,505 | $16.44M | 1.7% | N/A | 0.532% | |
| 2/12/2025 | JPMorgan Chase & Co. | 19,955 | $720K | 0.0% | -24.0% | 0.023% | |
| 2/11/2025 | TD Private Client Wealth LLC | 183,505 | $6.62M | 0.2% | +18.1% | 0.214% | |
| 2/10/2025 | Performa Ltd US LLC | 1,041,438 | $37.58M | 13.2% | +38.7% | 1.217% | |
| 2/7/2025 | Amundi | 292,078 | $10.59M | 0.0% | -3.6% | 0.341% | |
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| 2/6/2025 | Jones Financial Companies Lllp | 1,201 | $43K | 0.0% | -42.8% | 0.001% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,039,567 | $37.51M | 0.0% | +1.2% | 1.215% | |
| 1/30/2025 | Bogart Wealth LLC | 26,399 | $952K | 0.0% | +4.7% | 0.031% | |
| 1/23/2025 | Fifth Third Securities Inc. | 38,228 | $1.38M | 0.1% | +51.4% | 0.045% | |
| 1/17/2025 | Avior Wealth Management LLC | 292,572 | $10.56M | 0.4% | +9.0% | 0.342% | |
| 1/15/2025 | BTS Asset Management Inc. | 1,608,709 | $58.04M | 57.9% | -6.1% | 1.880% | |
| 1/15/2025 | Arkadios Wealth Advisors | 15,486 | $559K | 0.0% | +35.6% | 0.018% | |
| 1/14/2025 | Global Financial Private Client LLC | 15,118 | $545K | 0.2% | +55.5% | 0.018% | |
| 1/10/2025 | Fortitude Family Office LLC | 1,525 | $55K | 0.0% | -43.9% | 0.002% | |
| 1/7/2025 | Horizons Wealth Management | 6,621 | $239K | 0.2% | -12.6% | 0.008% | |
| 12/26/2024 | JPMorgan Chase & Co. | 26,266 | $970K | 0.0% | +83.1% | 0.031% | |
| 11/18/2024 | TD Private Client Wealth LLC | 155,380 | $5.74M | 0.2% | +27.3% | 0.182% | |
| 11/13/2024 | BNP Paribas Financial Markets | 275,496 | $10.17M | 0.0% | -18.4% | 0.322% | |
| 11/8/2024 | Avior Wealth Management LLC | 268,392 | $9.91M | 0.4% | +9.9% | 0.314% | |
| 10/25/2024 | Strategic Blueprint LLC | 12,041 | $445K | 0.0% | -5.6% | 0.014% | |
| 10/25/2024 | Fortitude Family Office LLC | 2,720 | $100K | 0.0% | +85.2% | 0.003% | |
| 10/24/2024 | Arkadios Wealth Advisors | 11,420 | $422K | 0.0% | +36.4% | 0.013% | |
| 10/23/2024 | Bogart Wealth LLC | 25,207 | $931K | 0.0% | +1.6% | 0.029% | |
| 10/23/2024 | BTS Asset Management Inc. | 1,714,110 | $63.29M | 60.3% | -10.0% | 2.003% | |
| 10/15/2024 | NBC Securities Inc. | 6,788 | $250K | 0.0% | +25.0% | 0.008% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 8,554 | $303K | 0.0% | -36.7% | 0.010% | |
| 8/5/2024 | BTS Asset Management Inc. | 1,904,747 | $67.57M | 62.9% | -7.1% | 2.225% | |
| 7/29/2024 | Arkadios Wealth Advisors | 8,371 | $297K | 0.0% | N/A | 0.010% | |
| 7/27/2024 | Strategic Blueprint LLC | 12,750 | $452K | 0.0% | -22.6% | 0.015% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,028,146 | $36.46M | 0.0% | -2.2% | 1.201% | |
| 7/22/2024 | Horizons Wealth Management | 7,578 | $272K | 0.2% | -5.7% | 0.009% | |
| 7/15/2024 | Fifth Third Securities Inc. | 24,337 | $863K | 0.1% | +34.4% | 0.028% | |
| 7/12/2024 | Hexagon Capital Partners LLC | 5,487 | $195K | 0.0% | +28.0% | 0.006% | |
| 5/14/2024 | OLD Mission Capital LLC | 183,394 | $6.55M | 0.1% | N/A | 0.214% | |
| 5/13/2024 | Financial Gravity Asset Management Inc. | 556,822 | $19.88M | 5.1% | -91.9% | 0.651% | |
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| 5/13/2024 | Windham Capital Management LLC | 96,514 | $3.45M | 2.7% | -1.6% | 0.113% | |
| 5/1/2024 | BNP Paribas Financial Markets | 327,095 | $11.68M | 0.0% | +778,697.6% | 0.366% | |
| 5/1/2024 | Avior Wealth Management LLC | 222,146 | $7.93M | 0.4% | +88.7% | 0.249% | |
| 4/26/2024 | Bogart Wealth LLC | 26,116 | $933K | 0.0% | +3.9% | 0.029% | |
| 4/25/2024 | Summit Financial LLC | 5,729 | $205K | 0.0% | N/A | 0.006% | |
| 4/23/2024 | Strategic Blueprint LLC | 16,480 | $589K | 0.0% | +16.1% | 0.018% | |
| 4/22/2024 | BTS Asset Management Inc. | 2,050,270 | $73.25M | 60.6% | +22.4% | 2.296% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 4,288 | $153K | 0.0% | +27.8% | 0.004% | |
| 2/8/2024 | Retirement Investment Advisors Inc. | 355,740 | $12.65M | 1.8% | -42.0% | 0.314% | |
| 2/7/2024 | NBC Securities Inc. | 5,803 | $206K | 0.0% | -7.1% | 0.005% | |
| 2/7/2024 | Bogart Wealth LLC | 25,141 | $894K | 0.0% | +7.3% | 0.022% | |
| 2/6/2024 | Performa Ltd US LLC | 358,574 | $12.75M | 5.5% | +17.9% | 0.316% | |
| 2/5/2024 | Hexagon Capital Partners LLC | 3,356 | $119K | 0.0% | +246.3% | 0.003% | |
| 1/30/2024 | Avior Wealth Management LLC | 117,741 | $4.19M | 0.3% | -48.6% | 0.104% | |
| 1/25/2024 | Strategic Blueprint LLC | 14,197 | $505K | 0.0% | N/A | 0.013% | |
| 1/18/2024 | BTS Asset Management Inc. | 1,674,731 | $59.59M | 45.0% | -4.0% | 1.477% | |
| 1/12/2024 | Fortitude Family Office LLC | 1,425 | $51K | 0.0% | N/A | 0.001% | |
| 1/9/2024 | Central Bank & Trust Co. | 1,260 | $45K | 0.0% | N/A | 0.001% | |
| 1/8/2024 | Horizons Wealth Management | 8,038 | $286K | 0.2% | -8.6% | 0.007% | |
| 11/15/2023 | Ameriprise Financial Inc. | 1,387,089 | $47.05M | 0.0% | +35.1% | 1.223% | |
| 11/14/2023 | Retirement Investment Advisors Inc. | 613,826 | $20.81M | 1.9% | +50.0% | 0.541% | |
| 11/9/2023 | Curran Financial Partners LLC | 45,292 | $1.54M | 0.7% | +15.6% | 0.040% | |
| 11/4/2023 | NBC Securities Inc. | 6,248 | $211K | 0.0% | N/A | 0.006% | |
| 11/1/2023 | Performa Ltd US LLC | 304,259 | $10.32M | 4.9% | +11.8% | 0.268% | |
| 10/30/2023 | Bogart Wealth LLC | 23,431 | $794K | 0.0% | -8.0% | 0.021% | |
| 10/24/2023 | Bank of New York Mellon Corp | 1,049,271 | $35.57M | 0.0% | +160.4% | 0.925% | |
| 10/17/2023 | Avior Wealth Management LLC | 229,098 | $7.77M | 0.5% | +3.8% | 0.202% | |
| 10/12/2023 | Horizons Wealth Management | 8,799 | $298K | 0.2% | -88.6% | 0.008% | |
| 10/10/2023 | BTS Asset Management Inc. | 1,743,883 | $59.18M | 38.3% | -8.8% | 1.538% | |
| 9/12/2023 | Farther Finance Advisors LLC | 9,112 | $314K | 0.1% | -13.1% | 0.008% | |
| 8/15/2023 | Cahill Financial Advisors Inc. | 50,056 | $1.73M | 0.3% | +3.9% | 0.044% | |
| 8/14/2023 | Retirement Investment Advisors Inc. | 409,285 | $14.12M | 1.7% | +62.9% | 0.361% | |
| 8/4/2023 | Performa Ltd US LLC | 272,126 | $9.39M | 4.6% | +4.6% | 0.238% | |
| 8/3/2023 | Bank of New York Mellon Corp | 402,870 | $13.90M | 0.0% | +1,976.0% | 0.352% | |
| 7/31/2023 | Ten Capital Wealth Advisors LLC | 35,487 | $1.22M | 0.4% | +1.0% | 0.031% | |
| 7/31/2023 | WealthPLAN Partners LLC | 15,968 | $551K | 0.1% | N/A | 0.014% | |
| 7/31/2023 | Bogart Wealth LLC | 25,477 | $879K | 0.1% | -2.6% | 0.022% | |
| 7/19/2023 | Fifth Third Securities Inc. | 16,616 | $573K | 0.1% | +3.8% | 0.015% | |
| 7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 220,794 | $7.62M | 0.5% | +6.9% | 0.193% | |
| 7/18/2023 | Fiduciary Alliance LLC | 1,308 | $45K | 0.0% | N/A | 0.001% | |
| 7/10/2023 | BTS Asset Management Inc. | 1,912,661 | $65.99M | 33.3% | N/A | 1.671% | |
| 7/3/2023 | Horizons Wealth Management | 77,024 | $2.66M | 1.9% | -4.4% | 0.069% | |
| 5/12/2023 | Cahill Financial Advisors Inc. | 48,166 | $1.67M | 0.3% | -2.7% | 0.045% | |
| 5/11/2023 | EverSource Wealth Advisors LLC | 1,105 | $38K | 0.0% | -25.0% | 0.001% | |
| 5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 206,630 | $7.18M | 0.5% | +6.3% | 0.195% | |
| 5/4/2023 | Ten Capital Wealth Advisors LLC | 35,132 | $1.22M | 0.4% | +16.2% | 0.033% | |
| 5/1/2023 | Performa Ltd US LLC | 260,072 | $9.04M | 4.7% | +19.1% | 0.246% | |
| 4/28/2023 | Strategic Blueprint LLC | 14,471 | $503K | 0.1% | N/A | 0.014% | |
| 4/21/2023 | Bogart Wealth LLC | 26,153 | $909K | 0.1% | -57.9% | 0.025% | |
| 4/17/2023 | Fifth Third Securities Inc. | 16,001 | $556K | 0.1% | -13.6% | 0.015% | |
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| 4/6/2023 | Horizons Wealth Management | 80,553 | $2.80M | 2.1% | -22.6% | 0.069% | |
| 3/6/2023 | OLD Mission Capital LLC | 34,685 | $1.17M | 0.0% | N/A | 0.029% | |
| 2/14/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 194,453 | $6.56M | 0.5% | +13.1% | 0.165% | |
| 2/10/2023 | Ten Capital Wealth Advisors LLC | 30,226 | $1.02M | 0.4% | -7.3% | 0.026% | |
| 2/9/2023 | Sowell Financial Services LLC | 20,708 | $698K | 0.0% | +4.6% | 0.018% | |
| 2/9/2023 | EverSource Wealth Advisors LLC | 1,474 | $50K | 0.0% | +70.8% | 0.001% | |
| 2/6/2023 | Bogart Wealth LLC | 62,105 | $2.09M | 0.1% | +9.6% | 0.053% | |
| 2/3/2023 | Performa Ltd US LLC | 218,382 | $7.36M | 4.3% | +21.0% | 0.186% | |
| 2/2/2023 | BTS Asset Management Inc. | 1,588,741 | $53.61M | 23.5% | +5,727.0% | 1.351% | |
| 2/2/2023 | Congress Wealth Management LLC DE | 49,290 | $1.66M | 0.0% | +36.0% | 0.042% | |
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