| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 100,315 | $4.61M | 0.0% | +7.8% | 1.173% | |
| 2/25/2025 | Leigh Baldwin & CO. LLC | 10,657 | $490K | 0.3% | N/A | 0.128% | |
| 2/17/2025 | Leigh Baldwin & CO. LLC | 489,580 | $22.49M | 0.1% | N/A | 9.237% | |
| 2/17/2025 | Citadel Advisors LLC | 117,676 | $5.41M | 0.0% | +100.9% | 2.220% | |
| 2/17/2025 | Ameriprise Financial Inc. | 11,876 | $546K | 0.0% | N/A | 0.224% | |
| 2/14/2025 | Jane Street Group LLC | 25,125 | $1.15M | 0.0% | N/A | 0.474% | |
| 2/14/2025 | Core Wealth Advisors Inc. | 318,243 | $14.62M | 4.8% | +1.1% | 6.005% | |
| 2/13/2025 | Mariner LLC | 43,008 | $1.98M | 0.0% | +9.1% | 0.811% | |
| 2/13/2025 | TME Financial Inc. | 27,948 | $1.35M | 1.3% | N/A | 0.527% | |
| 2/13/2025 | Raymond James Financial Inc. | 69,961 | $3.21M | 0.0% | N/A | 1.320% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 1,249,993 | $57.43M | 0.0% | +26.9% | 23.585% | |
| 2/13/2025 | Wells Fargo & Company MN | 80,343 | $3.69M | 0.0% | +13,587.1% | 1.516% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 6,083 | $279K | 0.0% | -41.6% | 0.115% | |
| 2/11/2025 | LPL Financial LLC | 308,389 | $14.17M | 0.0% | -14.0% | 5.819% | |
| 2/11/2025 | American Century Companies Inc. | 1,222,288 | $56.15M | 0.0% | +0.3% | 23.062% | |
| 2/11/2025 | Lindenwold Advisors INC | 122,385 | $5.62M | 3.0% | +8.5% | 2.309% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 105,340 | $4.84M | 0.0% | +52.1% | 1.988% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 54,147 | $2.49M | 0.0% | -3.2% | 1.022% | |
| 2/7/2025 | Independent Advisor Alliance | 19,331 | $888K | 0.0% | +69.9% | 0.365% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 153,846 | $7.07M | 0.0% | +254.1% | 2.903% | |
| 2/6/2025 | Raymond James Financial Inc. | 69,961 | $3.21M | 0.0% | N/A | 1.320% | |
| 2/5/2025 | Flaharty Asset Management LLC | 446,934 | $20.53M | 3.0% | +7.0% | 8.433% | |
| 2/4/2025 | Partners Wealth Management LLC | 21,255 | $976K | 1.1% | N/A | 0.401% | |
| 2/3/2025 | Private Advisor Group LLC | 38,652 | $1.78M | 0.0% | +53.5% | 0.729% | |
| 1/31/2025 | D.A. Davidson & CO. | 81,747 | $3.76M | 0.0% | -0.7% | 1.542% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 85,778 | $3.94M | 0.2% | -8.1% | 1.618% | |
| 1/30/2025 | Aveo Capital Partners LLC | 7,726 | $355K | 0.0% | -6.5% | 0.146% | |
| 1/23/2025 | Fifth Third Securities Inc. | 69,260 | $3.18M | 0.3% | N/A | 1.307% | |
| 1/22/2025 | Joseph P. Lucia & Associates LLC | 4,548 | $209K | 0.1% | N/A | 0.086% | |
| 1/17/2025 | Investment Advisory Group LLC | 6,700 | $308K | 0.1% | -15.7% | 0.126% | |
| 1/15/2025 | Merit Financial Group LLC | 379,023 | $17.41M | 0.3% | -2.1% | 7.151% | |
| 11/15/2024 | MML Investors Services LLC | 7,788 | $376K | 0.0% | +3.0% | 0.147% | |
| 11/13/2024 | D.A. Davidson & CO. | 82,325 | $3.98M | 0.0% | +1.3% | 1.553% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 43,441 | $2.10M | 0.0% | +5,834.6% | 0.820% | |
| 11/7/2024 | Lindenwold Advisors INC | 112,779 | $5.45M | 2.7% | +17.9% | 2.128% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 93,350 | $4.51M | 0.2% | +262.2% | 1.761% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 93,019 | $4.49M | 0.0% | N/A | 1.755% | |
| 10/22/2024 | Private Advisor Group LLC | 25,185 | $1.22M | 0.0% | +86.2% | 0.475% | |
| 10/21/2024 | Calton & Associates Inc. | 17,407 | $841K | 0.3% | N/A | 0.328% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 5,996 | $276K | 0.0% | -37.8% | 0.113% | |
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| 8/16/2024 | Core Wealth Advisors Inc. | 302,498 | $13.92M | 4.8% | +1.2% | 5.708% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 25,771 | $1.19M | 0.1% | N/A | 0.486% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 892,445 | $41.07M | 0.0% | +3.9% | 16.839% | |
| 8/5/2024 | Private Advisor Group LLC | 13,524 | $622K | 0.0% | N/A | 0.255% | |
| 8/2/2024 | Aveo Capital Partners LLC | 5,685 | $262K | 0.0% | -18.5% | 0.107% | |
| 8/1/2024 | Flaharty Asset Management LLC | 405,417 | $18.66M | 2.8% | +3.1% | 7.649% | |
| 8/1/2024 | D.A. Davidson & CO. | 81,296 | $3.74M | 0.0% | +1.3% | 1.534% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 64,460 | $2.97M | 0.0% | -8.9% | 1.216% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 9,641 | $429K | 0.0% | -39.0% | 0.182% | |
| 5/10/2024 | Lindenwold Advisors INC | 89,255 | $4.13M | 2.2% | +11.0% | 1.767% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 6,520 | $302K | 0.0% | +3.6% | 0.129% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 70,753 | $3.27M | 0.0% | +113.6% | 1.401% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 34,632 | $1.60M | 0.0% | -2.0% | 0.635% | |
| 4/22/2024 | Pacific Life Fund Advisors LLC | 431,433 | $19.97M | 2.0% | +2.4% | 7.916% | |
| 4/19/2024 | PCG Wealth Advisors LLC | 5,563 | $257K | 0.1% | +8.7% | 0.102% | |
| 4/12/2024 | Southland Equity Partners LLC | 9,724 | $450K | 0.1% | +25.9% | 0.178% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 15,801 | $735K | 0.0% | +63.9% | 0.355% | |
| 2/14/2024 | Core Wealth Advisors Inc. | 300,294 | $13.97M | 5.1% | -0.5% | 6.748% | |
| 2/12/2024 | Pacific Life Fund Advisors LLC | 421,437 | $19.61M | 2.0% | -2.5% | 9.470% | |
| 2/9/2024 | D.A. Davidson & CO. | 82,805 | $3.85M | 0.0% | N/A | 1.861% | |
| 2/8/2024 | Lindenwold Advisors INC | 80,421 | $3.74M | 2.1% | +2.1% | 1.807% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 6,295 | $293K | 0.0% | N/A | 0.141% | |
| 2/7/2024 | Principal Securities Inc. | 1,367 | $64K | 0.0% | N/A | 0.031% | |
| 2/6/2024 | Private Advisor Group LLC | 10,030 | $467K | 0.0% | +34.4% | 0.225% | |
| 2/6/2024 | Merit Financial Group LLC | 338,918 | $15.77M | 0.5% | N/A | 7.616% | |
| 2/6/2024 | Aveo Capital Partners LLC | 5,137 | $239K | 0.0% | N/A | 0.115% | |
| 2/5/2024 | Flaharty Asset Management LLC | 438,301 | $20.39M | 3.2% | -19.0% | 9.849% | |
| 1/30/2024 | PCG Wealth Advisors LLC | 5,120 | $238K | 0.1% | +12.4% | 0.115% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 850 | $40K | 0.0% | N/A | 0.019% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 35,323 | $1.64M | 0.0% | +31.3% | 0.794% | |
| 1/16/2024 | Raymond James & Associates | 16,389 | $763K | 0.0% | N/A | 0.368% | |
| 1/10/2024 | Sound Income Strategies LLC | 2,679 | $125K | 0.0% | N/A | 0.060% | |
| 12/1/2023 | B. Riley Wealth Advisors Inc. | 9,641 | $429K | 0.0% | -33.8% | 0.217% | |
| 11/13/2023 | LPL Financial LLC | 252,098 | $11.22M | 0.0% | -2.8% | 5.665% | |
| 11/13/2023 | Core Wealth Advisors Inc. | 301,723 | $13.42M | 5.5% | N/A | 6.780% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 775,362 | $34.50M | 0.0% | +4.7% | 17.424% | |
| 11/8/2023 | Sowell Financial Services LLC | 19,389 | $863K | 0.1% | N/A | 0.436% | |
| 11/7/2023 | Starfox Financial Services LLC | 59,346 | $2.64M | 2.9% | +12.5% | 1.334% | |
| 11/3/2023 | Private Advisor Group LLC | 7,461 | $332K | 0.0% | +51.6% | 0.168% | |
| 11/1/2023 | Calton & Associates Inc. | 6,806 | $303K | 0.4% | N/A | 0.153% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 26,902 | $1.20M | 0.0% | +54.3% | 0.605% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 23,626 | $1.05M | 0.0% | +11.1% | 0.531% | |
| 10/20/2023 | Lindenwold Advisors INC | 78,798 | $3.51M | 2.2% | +13.7% | 1.771% | |
| 8/11/2023 | Flaharty Asset Management LLC | 515,730 | $23.52M | 4.0% | +7.6% | 11.589% | |
| 8/10/2023 | Private Advisor Group LLC | 4,922 | $225K | 0.0% | -95.1% | 0.111% | |
| 8/8/2023 | Lindenwold Advisors INC | 69,315 | $3.16M | 1.9% | +53.5% | 1.558% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 740,767 | $33.79M | 0.0% | +5.8% | 16.646% | |
| 7/31/2023 | LPL Financial LLC | 259,388 | $11.83M | 0.0% | -40.7% | 5.829% | |
| 7/27/2023 | B. Riley Wealth Advisors Inc. | 14,556 | $664K | 0.0% | -26.3% | 0.327% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 17,433 | $795K | 0.0% | +130.0% | 0.392% | |
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| 7/20/2023 | PCG Wealth Advisors LLC | 5,081 | $232K | 0.1% | N/A | 0.114% | |
| 7/20/2023 | Starfox Financial Services LLC | 52,755 | $2.41M | 2.5% | +1.1% | 1.186% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 9,209 | $420K | 0.0% | +23.8% | 0.207% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 699,845 | $32.46M | 0.0% | +1.0% | 15.727% | |
| 5/10/2023 | Private Advisor Group LLC | 100,131 | $4.64M | 0.0% | N/A | 2.250% | |
| 5/10/2023 | Flaharty Asset Management LLC | 479,174 | $22.22M | 4.0% | +3.0% | 10.768% | |
| 5/10/2023 | LPL Financial LLC | 437,360 | $20.28M | 0.0% | +5.6% | 9.828% | |
| 5/8/2023 | Lindenwold Advisors INC | 45,152 | $2.09M | 1.3% | +5.8% | 1.015% | |
| 5/5/2023 | Starfox Financial Services LLC | 52,158 | $2.42M | 2.5% | +1.9% | 1.172% | |
| 4/28/2023 | Pacific Life Fund Advisors LLC | 425,188 | $19.72M | 7.0% | -3.3% | 9.555% | |
