| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 31,836 | $338K | 0.0% | -8.1% | 0.115% | |
| 3/10/2025 | Mattson Financial Services LLC | 5,869 | $62K | 0.0% | +40.7% | 0.021% | |
| 2/24/2025 | H&H Retirement Design & Management INC | 94,475 | $1.09M | 0.7% | +5.8% | 0.345% | |
| 2/17/2025 | Two Sigma Investments LP | 16,049 | $170K | 0.0% | -77.6% | 0.067% | |
| 2/17/2025 | Cetera Investment Advisers | 142,577 | $1.51M | 0.0% | +43.1% | 0.592% | |
| 2/17/2025 | Bank of America Corp DE | 562,094 | $5.97M | 0.0% | -13.4% | 2.332% | |
| 2/14/2025 | Talon Private Wealth LLC | 13,013 | $138K | 0.0% | N/A | 0.054% | |
| 2/14/2025 | Two Sigma Securities LLC | 10,601 | $113K | 0.0% | N/A | 0.044% | |
| 2/14/2025 | Harvest Investment Services LLC | 11,004 | $117K | 0.0% | N/A | 0.046% | |
| 2/14/2025 | Stifel Financial Corp | 55,060 | $585K | 0.0% | -10.8% | 0.228% | |
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| 2/14/2025 | MML Investors Services LLC | 201,594 | $2.14M | 0.0% | +13.9% | 0.836% | |
| 2/14/2025 | GeoWealth Management LLC | 41,101 | $436K | 0.0% | +22.0% | 0.171% | |
| 2/13/2025 | Raymond James Financial Inc. | 45,377 | $482K | 0.0% | N/A | 0.188% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 70,391 | $748K | 0.0% | +64.6% | 0.292% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 189,746 | $2.01M | 0.1% | +2.1% | 0.787% | |
| 2/12/2025 | Prevail Innovative Wealth Advisors LLC | 142,737 | $1.52M | 0.4% | +5.0% | 0.592% | |
| 2/11/2025 | LPL Financial LLC | 898,469 | $9.54M | 0.0% | +14.2% | 3.728% | |
| 2/11/2025 | Hillsdale Investment Management Inc. | 8,930 | $95K | 0.0% | +37.8% | 0.037% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 28,871 | $307K | 0.0% | +8.5% | 0.120% | |
| 2/10/2025 | Integras Partners LLC | 118,235 | $1.26M | 1.1% | N/A | 0.491% | |
| 2/10/2025 | Hollencrest Capital Management | 7,040 | $75K | 0.0% | N/A | 0.029% | |
| 2/7/2025 | Cascade Financial Partners LLC | 37,000 | $393K | 0.1% | N/A | 0.154% | |
| 2/7/2025 | Rebalance LLC | 42,432 | $451K | 0.0% | +6.3% | 0.176% | |
| 2/6/2025 | Raymond James Financial Inc. | 45,377 | $482K | 0.0% | N/A | 0.188% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 68,563 | $728K | 0.0% | +33.2% | 0.284% | |
| 2/3/2025 | Advyzon Investment Management LLC | 14,552 | $155K | 0.1% | N/A | 0.060% | |
| 1/23/2025 | Fifth Third Securities Inc. | 36,639 | $389K | 0.0% | +32.7% | 0.152% | |
| 1/22/2025 | Drive Wealth Management LLC | 295,850 | $3.14M | 0.8% | +8.4% | 1.228% | |
| 1/21/2025 | Gradient Investments LLC | 604,278 | $6.42M | 0.1% | +6.3% | 2.507% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 23,332 | $248K | 0.0% | +27.3% | 0.097% | |
| 1/16/2025 | Gilman Hill Asset Management LLC | 18,000 | $191K | 0.0% | N/A | 0.075% | |
| 1/14/2025 | ARS Wealth Advisors Group LLC | 15,909 | $169K | 0.0% | -12.4% | 0.066% | |
| 1/8/2025 | International Assets Investment Management LLC | 21,250 | $227K | 0.0% | N/A | 0.088% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 185,924 | $2.24M | 0.2% | +10.6% | 0.771% | |
| 11/15/2024 | MML Investors Services LLC | 176,953 | $2.14M | 0.0% | +8.0% | 0.734% | |
| 11/15/2024 | Jane Street Group LLC | 15,273 | $184K | 0.0% | N/A | 0.063% | |
| 11/15/2024 | Stifel Financial Corp | 61,751 | $745K | 0.0% | -1.5% | 0.256% | |
| 11/15/2024 | HighTower Advisors LLC | 20,519 | $246K | 0.0% | N/A | 0.085% | |
| 11/13/2024 | FMR LLC | 2,926 | $35K | 0.0% | -42.6% | 0.012% | |
| 11/7/2024 | Drive Wealth Management LLC | 273,021 | $3.30M | 0.9% | +64.0% | 1.133% | |
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| 10/29/2024 | Realta Investment Advisors | 5,106 | $58K | 0.0% | +337.5% | 0.021% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 34,631 | $418K | 0.0% | +25.4% | 0.144% | |
| 10/8/2024 | Future Financial Wealth Managment LLC | 4,500 | $54K | 0.0% | N/A | 0.019% | |
| 9/30/2024 | Mattson Financial Services LLC | 4,171 | $47K | 0.0% | N/A | 0.017% | |
| 8/22/2024 | Cetera Investment Advisers | 97,087 | $1.09M | 0.0% | +48.5% | 0.403% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,517 | $28K | 0.0% | N/A | 0.010% | |
| 8/1/2024 | Drive Wealth Management LLC | 166,503 | $1.86M | 0.5% | +29.5% | 0.691% | |
| 7/30/2024 | Jaffetilchin Investment Partners LLC | 23,512 | $263K | 0.0% | -6.5% | 0.098% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 389,645 | $4.36M | 0.0% | +2.6% | 1.617% | |
| 7/23/2024 | H&H Retirement Design & Management INC | 83,235 | $988K | 0.6% | +2.4% | 0.345% | |
| 7/19/2024 | ARS Wealth Advisors Group LLC | 18,075 | $202K | 0.0% | -12.2% | 0.075% | |
| 7/18/2024 | Gradient Investments LLC | 532,035 | $5.95M | 0.1% | +73,385.5% | 2.208% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 27,609 | $309K | 0.0% | +7.3% | 0.115% | |
| 7/15/2024 | Fifth Third Securities Inc. | 29,567 | $331K | 0.0% | N/A | 0.123% | |
| 7/12/2024 | Sax Wealth Advisors LLC | 30,000 | $336K | 0.0% | N/A | 0.124% | |
| 7/12/2024 | Rebalance LLC | 39,907 | $447K | 0.0% | +12.6% | 0.166% | |
| 5/20/2024 | Adams Wealth Management | 13,883 | $162K | 0.0% | -6.8% | 0.058% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 25,155 | $294K | 0.0% | -12.4% | 0.104% | |
| 5/11/2024 | Hillsdale Investment Management Inc. | 5,530 | $65K | 0.0% | N/A | 0.023% | |
| 5/2/2024 | Lionsbridge Wealth Management LLC | 69,452 | $812K | 0.6% | -2.3% | 0.290% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 13,320 | $156K | 0.0% | +26.1% | 0.056% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 20,465 | $239K | 0.1% | -19.7% | 0.085% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 379,624 | $4.44M | 0.0% | -62.6% | 1.643% | |
| 4/24/2024 | H&H Retirement Design & Management INC | 81,282 | $874K | 0.6% | -8.1% | 0.352% | |
| 4/22/2024 | PFG Investments LLC | 21,285 | $249K | 0.0% | N/A | 0.092% | |
| 4/22/2024 | Drive Wealth Management LLC | 128,593 | $1.50M | 0.4% | N/A | 0.557% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 12,878 | $151K | 0.0% | +24.1% | 0.056% | |
| 4/15/2024 | Future Financial Wealth Managment LLC | 4,500 | $53K | 0.0% | N/A | 0.019% | |
| 4/11/2024 | International Assets Investment Management LLC | 16,700 | $188K | 0.0% | -23.1% | 0.072% | |
| 2/12/2024 | Adams Wealth Management | 14,891 | $176K | 0.1% | -32.6% | 0.082% | |
| 2/9/2024 | H&H Retirement Design & Management INC | 88,482 | $956K | 0.6% | N/A | 0.490% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 1,014,914 | $12.00M | 0.1% | -3.8% | 5.623% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 13,320 | $157K | 0.0% | N/A | 0.074% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 10,378 | $123K | 0.0% | N/A | 0.057% | |
| 2/6/2024 | ARS Wealth Advisors Group LLC | 14,350 | $170K | 0.0% | N/A | 0.080% | |
| 2/5/2024 | Triumph Capital Management | 11,012 | $130K | 0.1% | N/A | 0.061% | |
| 2/5/2024 | Andina Capital Management LLC | 18,990 | $224K | 0.2% | N/A | 0.105% | |
| 1/31/2024 | Institute for Wealth Management LLC. | 14,775 | $175K | 0.0% | N/A | 0.082% | |
| 1/24/2024 | International Assets Investment Management LLC | 256,790 | $3.04M | 0.0% | N/A | 1.423% | |
| 1/17/2024 | B & T Capital Management DBA Alpha Capital Management | 10,000 | $118K | 0.0% | -48.3% | 0.055% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 42,855 | $507K | 0.0% | N/A | 0.237% | |
| 1/16/2024 | Lionsbridge Wealth Management LLC | 71,087 | $840K | 0.7% | N/A | 0.394% | |
| 11/15/2023 | Axxcess Wealth Management LLC | 17,800 | $202K | 0.0% | N/A | 0.099% | |
| 11/13/2023 | Jaffetilchin Investment Partners LLC | 21,848 | $248K | 0.0% | +21.2% | 0.121% | |
| 11/13/2023 | LPL Financial LLC | 423,787 | $4.82M | 0.0% | +2.2% | 2.348% | |
| 11/6/2023 | Sigma Planning Corp | 10,550 | $120K | 0.0% | N/A | 0.058% | |
| 11/1/2023 | Wealthfront Advisers LLC | 14,577 | $166K | 0.0% | +28.0% | 0.081% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 1,055,518 | $12.00M | 0.1% | -2.9% | 5.848% | |
| 10/17/2023 | B & T Capital Management DBA Alpha Capital Management | 19,334 | $220K | 0.1% | N/A | 0.107% | |
| 9/1/2023 | Portside Wealth Group LLC | 20,452 | $246K | 0.0% | N/A | 0.113% | |
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| 8/8/2023 | Kestra Private Wealth Services LLC | 13,504 | $162K | 0.0% | N/A | 0.075% | |
| 8/4/2023 | Rebalance LLC | 35,449 | $426K | 0.0% | +4.4% | 0.196% | |
| 8/3/2023 | Larson Financial Group LLC | 2,747 | $33K | 0.0% | N/A | 0.015% | |
| 8/3/2023 | Van ECK Associates Corp | 2,556 | $31K | 0.0% | -94.9% | 0.014% | |
| 8/1/2023 | Portside Wealth Group LLC | 20,452 | $246K | 0.0% | N/A | 0.113% | |
| 7/31/2023 | LPL Financial LLC | 414,678 | $4.98M | 0.0% | +79.2% | 2.297% | |
| 7/28/2023 | First Republic Investment Management Inc. | 11,871 | $143K | 0.0% | -8.9% | 0.069% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 1,087,262 | $13.06M | 0.1% | +10,346.4% | 6.321% | |
| 5/9/2023 | Aptus Capital Advisors LLC | 3,546 | $40K | 0.0% | N/A | 0.024% | |
| 5/8/2023 | Sigma Planning Corp | 74,509 | $842K | 0.0% | +21.4% | 0.495% | |
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