| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,558 | $347K | 0.0% | N/A | 0.296% | |
| 2/17/2025 | Cetera Investment Advisers | 17,457 | $1.09M | 0.0% | +106.9% | 1.221% | |
| 2/14/2025 | Jane Street Group LLC | 4,936 | $308K | 0.0% | -33.5% | 0.345% | |
| 2/14/2025 | Freedom Investment Management Inc. | 14,811 | $925K | 0.1% | +19.5% | 1.036% | |
| 2/13/2025 | Integrity Wealth Advisors Inc. | 5,233 | $327K | 0.2% | N/A | 0.366% | |
| 2/13/2025 | Mariner LLC | 167,584 | $10.47M | 0.0% | +25.1% | 11.719% | |
| 2/13/2025 | Peninsula Wealth LLC | 195,541 | $12.21M | 2.1% | +41.9% | 13.674% | |
| 2/13/2025 | Raymond James Financial Inc. | 56,251 | $3.51M | 0.0% | N/A | 3.934% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 11,262 | $703K | 0.0% | +43.8% | 0.788% | |
| 2/12/2025 | JPMorgan Chase & Co. | 195,273 | $12.19M | 0.0% | +43.9% | 13.655% | |
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| 2/11/2025 | Cedar Wealth Management LLC | 489 | $31K | 0.0% | -35.8% | 0.034% | |
| 2/11/2025 | LPL Financial LLC | 477,094 | $29.79M | 0.0% | +12.6% | 33.363% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 61,422 | $3.84M | 0.0% | +3.5% | 4.295% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 18,156 | $1.13M | 0.0% | -7.5% | 1.270% | |
| 2/6/2025 | Raymond James Financial Inc. | 56,251 | $3.51M | 0.0% | N/A | 3.934% | |
| 2/4/2025 | IFP Advisors Inc | 2,288 | $143K | 0.0% | +58.7% | 0.160% | |
| 1/31/2025 | Key Financial Inc | 94,758 | $5.92M | 1.3% | +14.1% | 6.626% | |
| 1/23/2025 | SOL Capital Management CO | 11,295 | $705K | 0.1% | +5.3% | 0.790% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 66,098 | $4.13M | 0.3% | +17.9% | 4.622% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 76,339 | $4.77M | 0.0% | +6.2% | 5.338% | |
| 12/26/2024 | JPMorgan Chase & Co. | 135,745 | $9.15M | 0.0% | +4.6% | 9.493% | |
| 11/15/2024 | MML Investors Services LLC | 4,825 | $325K | 0.0% | +16.7% | 0.337% | |
| 11/15/2024 | Jane Street Group LLC | 7,418 | $500K | 0.0% | -30.2% | 0.519% | |
| 11/14/2024 | Flow Traders U.S. LLC | 3,774 | $254K | 0.0% | N/A | 0.264% | |
| 11/13/2024 | Freedom Investment Management Inc. | 12,393 | $836K | 0.1% | +2.6% | 0.867% | |
| 11/8/2024 | Cedar Wealth Management LLC | 762 | $51K | 0.0% | -25.9% | 0.053% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 59,325 | $4M | 0.0% | +1.6% | 4.149% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 71,856 | $4.85M | 0.0% | +3.5% | 5.025% | |
| 10/29/2024 | Key Financial Inc | 83,069 | $5.60M | 1.2% | +4.6% | 5.809% | |
| 10/22/2024 | Sequoia Financial Advisors LLC | 6,958 | $469K | 0.0% | -11.4% | 0.487% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 56,041 | $3.78M | 0.3% | +8.0% | 3.919% | |
| 10/8/2024 | Saxon Interests Inc. | 13,893 | $937K | 0.4% | -1.4% | 0.972% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 58,398 | $3.75M | 0.0% | +4.6% | 4.084% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 21,008 | $1.35M | 0.0% | -4.6% | 1.469% | |
| 7/30/2024 | Key Financial Inc | 79,412 | $5.09M | 1.2% | +2.1% | 5.553% | |
| 7/18/2024 | Saxon Interests Inc. | 14,095 | $904K | 0.4% | -10.6% | 0.986% | |
| 7/16/2024 | Cornerstone Wealth Management LLC | 51,884 | $3.33M | 0.3% | +8.2% | 3.628% | |
| 7/10/2024 | Dominguez Wealth Management Solutions Inc. | 7,749 | $497K | 0.4% | -8.9% | 0.542% | |
| 5/30/2024 | Peninsula Wealth LLC | 81,808 | $5.15M | 0.6% | +110.1% | 5.721% | |
| 5/14/2024 | OLD Mission Capital LLC | 93,760 | $5.90M | 0.1% | +205.3% | 6.557% | |
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| 5/1/2024 | Sequoia Financial Advisors LLC | 7,850 | $494K | 0.0% | -14.5% | 0.549% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 22,010 | $1.39M | 0.0% | +3.4% | 1.539% | |
| 4/24/2024 | SOL Capital Management CO | 11,090 | $698K | 0.1% | -5.7% | 0.776% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 64,753 | $4.08M | 0.0% | +2.6% | 4.528% | |
| 4/19/2024 | Cornerstone Wealth Management LLC | 47,933 | $3.02M | 0.2% | +9.4% | 3.352% | |
| 4/18/2024 | Saxon Interests Inc. | 15,763 | $992K | 0.5% | +8.2% | 1.102% | |
| 2/6/2024 | Private Advisor Group LLC | 5,075 | $296K | 0.0% | N/A | 0.321% | |
| 1/31/2024 | Key Financial Inc | 76,883 | $4.49M | 1.2% | +15.9% | 4.866% | |
| 1/30/2024 | Bison Wealth LLC | 3,722 | $217K | 0.0% | N/A | 0.236% | |
| 1/26/2024 | Sequoia Financial Advisors LLC | 9,179 | $535K | 0.0% | -4.5% | 0.581% | |
| 1/25/2024 | SOL Capital Management CO | 11,765 | $686K | 0.1% | -1.7% | 0.745% | |
| 1/22/2024 | Cobblestone Asset Management LLC | 69,222 | $4.04M | 3.0% | -36.6% | 4.381% | |
| 1/18/2024 | Saxon Interests Inc. | 14,575 | $850K | 0.4% | N/A | 0.922% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 63,113 | $3.68M | 0.0% | -5.7% | 3.994% | |
| 1/10/2024 | Cornerstone Wealth Management LLC | 43,797 | $2.56M | 0.2% | +15.8% | 2.772% | |
| 11/13/2023 | Mariner LLC | 89,853 | $4.81M | 0.0% | -11.7% | 5.687% | |
| 11/13/2023 | LPL Financial LLC | 454,978 | $24.34M | 0.0% | -3.0% | 28.796% | |
| 11/8/2023 | Sequoia Financial Advisors LLC | 9,609 | $514K | 0.0% | -6.0% | 0.608% | |
| 11/7/2023 | Cornerstone Wealth Management LLC | 37,816 | $2.02M | 0.2% | +13.5% | 2.393% | |
| 11/1/2023 | Key Financial Inc | 66,333 | $3.55M | 1.2% | +5.3% | 4.198% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 66,946 | $3.58M | 0.0% | -7.2% | 4.237% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 5,159 | $276K | 0.0% | N/A | 0.327% | |
| 10/19/2023 | SOL Capital Management CO | 11,965 | $640K | 0.1% | -2.4% | 0.757% | |
| 10/4/2023 | Massmutual Trust Co. FSB ADV | 734 | $39K | 0.0% | N/A | 0.046% | |
| 8/15/2023 | Cedar Wealth Management LLC | 3,242 | $192K | 0.1% | -13.4% | 0.205% | |
| 8/9/2023 | Flow Traders U.S. LLC | 4,933 | $292K | 0.0% | N/A | 0.312% | |
| 8/8/2023 | 3D L Capital Management LLC | 11,895 | $703K | 0.2% | +2.1% | 0.753% | |
| 8/2/2023 | Bank of Montreal Can | 25,295 | $1.52M | 0.0% | N/A | 1.601% | |
| 7/31/2023 | LPL Financial LLC | 469,258 | $27.74M | 0.0% | +9.2% | 29.700% | |
| 7/28/2023 | Key Financial Inc | 62,975 | $3.72M | 1.2% | +2.5% | 3.986% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 72,151 | $4.27M | 0.0% | -4.5% | 4.567% | |
| 7/14/2023 | Cornerstone Wealth Management LLC | 33,309 | $1.97M | 0.2% | +32.0% | 2.108% | |
| 7/13/2023 | Dominguez Wealth Management Solutions Inc. | 8,403 | $497K | 0.4% | +2.1% | 0.532% | |
| 5/15/2023 | Bison Wealth LLC | 3,454 | $201K | 0.1% | -9.9% | 0.219% | |
| 5/15/2023 | Trek Financial LLC | 17,384 | $1.01M | 0.1% | +53.7% | 1.100% | |
| 5/10/2023 | LPL Financial LLC | 429,775 | $24.98M | 0.0% | +81.2% | 27.201% | |
| 5/8/2023 | 3D L Capital Management LLC | 11,651 | $677K | 0.2% | -6.0% | 0.737% | |
| 5/2/2023 | Key Financial Inc | 61,425 | $3.57M | 1.3% | +152.2% | 3.888% | |
| 4/20/2023 | Fortress Wealth Management Inc. | 60,971 | $3.54M | 2.5% | +109.5% | 3.859% | |
| 4/19/2023 | SOL Capital Management CO | 10,730 | $624K | 0.1% | +4.4% | 0.679% | |
| 4/18/2023 | IFP Advisors Inc | 1,249 | $64K | 0.0% | N/A | 0.079% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 75,521 | $4.39M | 0.0% | +8.1% | 4.780% | |
| 4/6/2023 | Saxon Interests Inc. | 17,083 | $993K | 0.6% | -11.0% | 1.265% | |
| 3/6/2023 | OLD Mission Capital LLC | 556 | $29K | 0.0% | -97.6% | 0.041% | |
| 2/10/2023 | Bison Wealth LLC | 3,833 | $220K | 0.1% | -21.5% | 0.284% | |
| 2/10/2023 | Sequoia Financial Advisors LLC | 10,218 | $537K | 0.0% | N/A | 0.757% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 69,843 | $3.67M | 0.0% | +106.6% | 5.174% | |
| 2/8/2023 | Thrivent Financial for Lutherans | 47,579 | $2.50M | 0.0% | -42.2% | 3.524% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 18,464 | $969K | 0.0% | -11.1% | 1.368% | |
| 2/7/2023 | LPL Financial LLC | 237,186 | $12.46M | 0.0% | +1.5% | 17.569% | |
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| 2/7/2023 | Envestnet Asset Management Inc. | 4,155 | $218K | 0.0% | N/A | 0.308% | |
| 2/3/2023 | D.A. Davidson & CO. | 5,000 | $263K | 0.0% | N/A | 0.370% | |
| 2/1/2023 | Bank of Montreal Can | 24,381 | $1.30M | 0.0% | -24.5% | 1.806% | |
| 1/24/2023 | SOL Capital Management CO | 10,280 | $540K | 0.1% | N/A | 0.761% | |
| 1/24/2023 | Saxon Interests Inc. | 19,184 | $1.06M | 0.6% | N/A | 1.421% | |
| 1/19/2023 | Stratos Wealth Advisors LLC | 4,768 | $250K | 0.0% | N/A | 0.381% | |
| 1/19/2023 | Amplius Wealth Advisors LLC | 3,828 | $201K | 0.0% | N/A | 0.306% | |
| 1/18/2023 | Sequoia Financial Advisors LLC | 10,218 | $537K | 0.0% | N/A | 0.817% | |
| 1/17/2023 | Fortress Wealth Management Inc. | 29,104 | $1.53M | 1.3% | +492.0% | 2.328% | |
| 11/15/2022 | Trek Financial LLC | 15,729 | $739K | 0.1% | +32.4% | 1.368% | |
