| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 195,003 | $7.93M | 0.0% | -4.5% | 1.970% | |
| 2/24/2025 | Ameriflex Group Inc. | 19,730 | $842K | 0.4% | N/A | 0.424% | |
| 2/18/2025 | GTS Securities LLC | 26,351 | $1.07M | 0.1% | N/A | 0.567% | |
| 2/17/2025 | Bank of America Corp DE | 11,542 | $469K | 0.0% | +13.1% | 0.248% | |
| 2/14/2025 | Jane Street Group LLC | 133,686 | $5.43M | 0.0% | +21.5% | 2.875% | |
| 2/14/2025 | Stifel Financial Corp | 27,633 | $1.12M | 0.0% | -2.7% | 0.594% | |
| 2/14/2025 | MML Investors Services LLC | 176,046 | $7.15M | 0.0% | -0.3% | 3.786% | |
| 2/13/2025 | CreativeOne Wealth LLC | 17,236 | $700K | 0.0% | N/A | 0.371% | |
| 2/13/2025 | Mariner LLC | 8,684 | $353K | 0.0% | N/A | 0.187% | |
| 2/13/2025 | Raymond James Financial Inc. | 126,472 | $5.14M | 0.0% | N/A | 2.720% | |
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| 2/13/2025 | Titleist Asset Management LLC | 123,958 | $5.04M | 0.6% | N/A | 2.666% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 132,346 | $5.38M | 0.0% | +21.7% | 2.846% | |
| 2/12/2025 | Horizon Investment Services LLC | 27,048 | $1.10M | 0.5% | N/A | 0.582% | |
| 2/12/2025 | JPMorgan Chase & Co. | 4,095 | $166K | 0.0% | N/A | 0.088% | |
| 2/11/2025 | LPL Financial LLC | 569,209 | $23.13M | 0.0% | +20.8% | 12.241% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 7,470 | $304K | 0.0% | +21.6% | 0.161% | |
| 2/10/2025 | Harbour Investments Inc. | 20,290 | $825K | 0.0% | +56.4% | 0.436% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 21,417 | $870K | 0.0% | +67.9% | 0.461% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 6,405 | $260K | 0.0% | N/A | 0.138% | |
| 2/6/2025 | Raymond James Financial Inc. | 126,472 | $5.14M | 0.0% | N/A | 2.720% | |
| 2/3/2025 | Sigma Planning Corp | 38,933 | $1.58M | 0.0% | +258.9% | 0.837% | |
| 2/3/2025 | Able Wealth Management LLC | 25,144 | $1.02M | 0.7% | +19.0% | 0.541% | |
| 2/3/2025 | Private Advisor Group LLC | 37,429 | $1.52M | 0.0% | +323.1% | 0.805% | |
| 1/31/2025 | Truist Financial Corp | 5,683 | $231K | 0.0% | N/A | 0.122% | |
| 1/31/2025 | Systelligence LLC | 218,908 | $8.90M | 2.2% | +42.2% | 4.708% | |
| 1/30/2025 | Trademark Financial Management LLC | 10,530 | $428K | 0.3% | N/A | 0.226% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 5,186 | $211K | 0.0% | N/A | 0.112% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 8,118 | $330K | 0.0% | +59.5% | 0.175% | |
| 1/24/2025 | CGC Financial Services LLC | 16,188 | $658K | 0.3% | -6.6% | 0.348% | |
| 1/23/2025 | Cyr Financial Inc. | 130,289 | $5.30M | 4.8% | N/A | 2.802% | |
| 1/21/2025 | Harel Insurance Investments & Financial Services Ltd. | 980 | $40K | 0.0% | +78.2% | 0.021% | |
| 1/21/2025 | Southland Equity Partners LLC | 16,404 | $667K | 0.2% | +8.2% | 0.353% | |
| 1/21/2025 | Sterling Group Wealth Management LLC | 32,135 | $1.31M | 0.7% | N/A | 0.691% | |
| 1/17/2025 | Key Client Fiduciary Advisors LLC | 7,711 | $313K | 0.1% | -7.1% | 0.166% | |
| 1/15/2025 | Retireful LLC | 36,381 | $1.48M | 0.8% | N/A | 0.782% | |
| 1/14/2025 | Redhawk Wealth Advisors Inc. | 9,577 | $389K | 0.1% | -92.4% | 0.206% | |
| 1/14/2025 | Professional Financial Advisors LLC | 62,902 | $2.56M | 0.7% | +5.3% | 1.353% | |
| 1/13/2025 | Brookstone Capital Management | 34,564 | $1.41M | 0.0% | +23.8% | 0.743% | |
| 1/10/2025 | ORG Partners LLC | 25,118 | $1.02M | 0.1% | +7.2% | 0.540% | |
| 11/15/2024 | MML Investors Services LLC | 176,640 | $7.43M | 0.0% | +58.4% | 3.799% | |
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| 11/15/2024 | Jane Street Group LLC | 110,020 | $4.63M | 0.0% | +69.1% | 2.366% | |
| 11/15/2024 | Arizona PSPRS Trust | 22,800 | $959K | 0.0% | N/A | 0.490% | |
| 11/12/2024 | Crewe Advisors LLC | 2,553 | $107K | 0.0% | N/A | 0.055% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 6,144 | $259K | 0.0% | +9.9% | 0.132% | |
| 11/6/2024 | Main Street Financial Solutions LLC | 5,660 | $238K | 0.0% | N/A | 0.122% | |
| 11/5/2024 | Systelligence LLC | 153,943 | $6.48M | 1.6% | +0.3% | 3.311% | |
| 11/5/2024 | Harbour Investments Inc. | 12,971 | $546K | 0.0% | +71.7% | 0.279% | |
| 11/4/2024 | Sigma Planning Corp | 10,847 | $456K | 0.0% | +14.4% | 0.233% | |
| 11/1/2024 | Able Wealth Management LLC | 21,136 | $889K | 0.7% | +27.8% | 0.455% | |
| 11/1/2024 | Leavell Investment Management Inc. | 6,100 | $257K | 0.0% | N/A | 0.131% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 26,301 | $1.11M | 0.1% | -12.5% | 0.566% | |
| 10/24/2024 | Fischer Investment Strategies LLC | 164,715 | $6.93M | 6.0% | N/A | 3.542% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 204,089 | $8.59M | 0.0% | -0.5% | 4.389% | |
| 10/22/2024 | Private Advisor Group LLC | 8,847 | $372K | 0.0% | -38.9% | 0.190% | |
| 10/18/2024 | Key Client Fiduciary Advisors LLC | 8,296 | $349K | 0.2% | +50.7% | 0.178% | |
| 10/11/2024 | ORG Partners LLC | 23,437 | $987K | 0.2% | +4.0% | 0.504% | |
| 10/11/2024 | Redhawk Wealth Advisors Inc. | 125,194 | $5.27M | 0.8% | +69.2% | 2.692% | |
| 10/10/2024 | Professional Financial Advisors LLC | 59,710 | $2.51M | 0.7% | +6.5% | 1.284% | |
| 10/8/2024 | Brookstone Capital Management | 27,919 | $1.18M | 0.0% | -3.3% | 0.600% | |
| 8/22/2024 | Cetera Investment Advisers | 37,762 | $1.56M | 0.0% | +228.7% | 0.812% | |
| 8/13/2024 | Merriman Wealth Management LLC | 19,931 | $823K | 0.0% | -2.0% | 0.429% | |
| 8/9/2024 | ICA Group Wealth Management LLC | 997 | $41K | 0.0% | +214.5% | 0.021% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 53,585 | $2.21M | 0.0% | +10.5% | 1.152% | |
| 8/5/2024 | Private Advisor Group LLC | 14,483 | $598K | 0.0% | -77.3% | 0.311% | |
| 8/2/2024 | Founders Financial Securities LLC | 32,865 | $1.36M | 0.1% | +280.5% | 0.707% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 9,633 | $398K | 0.0% | N/A | 0.207% | |
| 7/30/2024 | Atlas Capital Advisors LLC | 31,970 | $1.32M | 0.2% | +18.4% | 0.688% | |
| 7/26/2024 | Harbour Investments Inc. | 7,553 | $312K | 0.0% | +13.7% | 0.162% | |
| 7/25/2024 | Systelligence LLC | 153,490 | $6.34M | 1.7% | N/A | 3.301% | |
| 7/19/2024 | MONECO Advisors LLC | 5,959 | $246K | 0.0% | N/A | 0.128% | |
| 7/18/2024 | Brookstone Capital Management | 28,859 | $1.22M | 0.0% | -14.0% | 0.621% | |
| 7/18/2024 | Professional Financial Advisors LLC | 56,057 | $2.32M | 0.6% | +1.8% | 1.206% | |
| 7/17/2024 | FinDec Wealth Services Inc. | 58,423 | $2.41M | 1.5% | -6.4% | 1.256% | |
| 7/17/2024 | CGC Financial Services LLC | 16,240 | $671K | 0.3% | N/A | 0.349% | |
| 7/17/2024 | Redhawk Wealth Advisors Inc. | 73,977 | $3.06M | 0.5% | -27.4% | 1.591% | |
| 7/16/2024 | Key Client Fiduciary Advisors LLC | 5,506 | $227K | 0.1% | N/A | 0.118% | |
| 7/16/2024 | ORG Partners LLC | 22,532 | $930K | 0.1% | N/A | 0.485% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 205,134 | $8.47M | 0.0% | -13.1% | 4.411% | |
| 5/24/2024 | Cetera Advisors LLC | 5,672 | $239K | 0.0% | N/A | 0.122% | |
| 4/30/2024 | Private Advisor Group LLC | 63,903 | $2.69M | 0.0% | -4.0% | 1.452% | |
| 4/25/2024 | Professional Financial Advisors LLC | 55,055 | $2.32M | 0.7% | +17.0% | 1.251% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 53,397 | $2.25M | 0.0% | +156.4% | 1.214% | |
| 4/18/2024 | Synergy Asset Management LLC | 104,458 | $4.39M | 0.7% | N/A | 6.145% | |
| 4/17/2024 | Founders Financial Securities LLC | 8,637 | $363K | 0.0% | N/A | 0.508% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 236,075 | $9.93M | 0.0% | -67.1% | 13.887% | |
| 4/15/2024 | Brookstone Capital Management | 33,576 | $1.41M | 0.0% | N/A | 1.975% | |
| 4/12/2024 | Southland Equity Partners LLC | 13,279 | $558K | 0.2% | +6.6% | 0.781% | |
| 2/12/2024 | Meridian Management Co. | 5,736 | $219K | 0.1% | -16.1% | 0.337% | |
| 2/7/2024 | FinDec Wealth Services Inc. | 64,317 | $2.37M | 1.6% | +1.2% | 3.783% | |
| 2/6/2024 | Private Advisor Group LLC | 66,587 | $2.45M | 0.0% | +39.3% | 3.917% | |
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| 1/29/2024 | ORG Partners LLC | 21,186 | $780K | 0.1% | N/A | 1.246% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 2,481 | $91K | 0.0% | +313.5% | 0.146% | |
| 1/18/2024 | Professional Financial Advisors LLC | 47,060 | $1.73M | 0.6% | +3.2% | 2.768% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 20,828 | $767K | 0.0% | +242.0% | 1.225% | |
| 1/12/2024 | Redhawk Wealth Advisors Inc. | 56,726 | $2.09M | 0.4% | N/A | 3.337% | |
| 1/9/2024 | Southland Equity Partners LLC | 12,460 | $459K | 0.1% | +16.5% | 0.733% | |
| 11/13/2023 | LPL Financial LLC | 172,070 | $5.71M | 0.0% | +138.3% | 10.122% | |
| 11/8/2023 | Western Wealth Management LLC | 7,305 | $242K | 0.0% | -4.0% | 0.430% | |
| 11/3/2023 | Private Advisor Group LLC | 47,795 | $1.59M | 0.0% | +27.1% | 2.811% | |
| 10/25/2023 | Professional Financial Advisors LLC | 45,622 | $1.51M | 0.7% | +7.8% | 2.684% | |
