| 2/17/2025 | Citadel Advisors LLC | 48,661 | $1.00M | 0.0% | +209.8% | 3.041% | |
| 2/17/2025 | Bank of America Corp DE | 611,689 | $12.62M | 0.0% | +3.5% | 38.231% | |
| 2/14/2025 | Jane Street Group LLC | 14,517 | $300K | 0.0% | -48.2% | 0.907% | |
| 2/13/2025 | NewEdge Advisors LLC | 12,081 | $249K | 0.0% | +25.3% | 0.755% | |
| 2/13/2025 | Mariner LLC | 10,420 | $215K | 0.0% | N/A | 0.651% | |
| 2/13/2025 | Raymond James Financial Inc. | 67,583 | $1.39M | 0.0% | N/A | 4.224% | |
| 2/12/2025 | JPMorgan Chase & Co. | 116,020 | $2.39M | 0.0% | +173,064.2% | 7.251% | |
| 2/11/2025 | LPL Financial LLC | 195,735 | $4.04M | 0.0% | -35.0% | 12.233% | |
| 2/6/2025 | Raymond James Financial Inc. | 67,583 | $1.39M | 0.0% | N/A | 4.224% | |
| 2/5/2025 | Flynn Zito Capital Management LLC | 26,977 | $557K | 0.3% | +49.6% | 1.686% | |
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| 1/28/2025 | Apollon Financial LLC | 49,781 | $1.03M | 0.3% | +9.0% | 3.111% | |
| 1/24/2025 | McNamara Financial Services Inc. | 16,531 | $341K | 0.1% | -18.2% | 1.033% | |
| 1/17/2025 | Beaumont Financial Advisors LLC | 14,235 | $294K | 0.0% | -4.5% | 0.890% | |
| 11/15/2024 | Jane Street Group LLC | 28,029 | $605K | 0.0% | -57.1% | 1.752% | |
| 11/13/2024 | Principal Street Partners LLC | 55,641 | $1.20M | 0.2% | +1.4% | 3.478% | |
| 11/8/2024 | Prospera Financial Services Inc | 72,954 | $1.57M | 0.0% | +0.9% | 4.560% | |
| 11/5/2024 | Apollon Financial LLC | 45,662 | $985K | 0.3% | -6.9% | 2.854% | |
| 8/6/2024 | Flynn Zito Capital Management LLC | 14,492 | $300K | 0.2% | N/A | 0.906% | |
| 7/20/2024 | Apollon Financial LLC | 49,030 | $1.01M | 0.3% | +1.1% | 3.064% | |
| 5/16/2024 | Jane Street Group LLC | 196,251 | $4.10M | 0.0% | +56.1% | 12.266% | |
| 4/15/2024 | McNamara Financial Services Inc. | 20,861 | $436K | 0.1% | +11.9% | 1.490% | |
| 11/13/2023 | LPL Financial LLC | 409,250 | $8.15M | 0.0% | +523.6% | 25.578% | |
| 10/24/2023 | Raymond James & Associates | 15,194 | $303K | 0.0% | +22.0% | 0.950% | |
| 8/8/2023 | Prospera Financial Services Inc | 56,903 | $1.18M | 0.0% | N/A | 3.556% | |
| 8/3/2023 | CWM LLC | 1,589 | $33K | 0.0% | -43.7% | 0.099% | |
| 8/2/2023 | Bank of Montreal Can | 10,426 | $216K | 0.0% | N/A | 0.652% | |
| 8/2/2023 | Beaumont Financial Advisors LLC | 14,909 | $309K | 0.0% | -28.7% | 0.932% | |
| 7/31/2023 | LPL Financial LLC | 65,624 | $1.36M | 0.0% | +2.3% | 4.102% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 16,995 | $352K | 0.0% | +3.7% | 1.214% | |
| 7/25/2023 | Raymond James & Associates | 12,459 | $258K | 0.0% | N/A | 0.890% | |
| 7/17/2023 | Alta Wealth Advisors LLC | 26,995 | $559K | 0.3% | -12.4% | 1.928% | |
| 5/8/2023 | Beaumont Financial Advisors LLC | 20,909 | $440K | 0.0% | -13.6% | 1.394% | |
| 5/5/2023 | Assetmark Inc. | 2,638 | $55K | 0.0% | -26.3% | 0.176% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 16,387 | $344K | 0.0% | +50.6% | 1.092% | |
| 4/27/2023 | Simplicity Solutions LLC | 11,672 | $245K | 0.0% | -42.7% | 0.778% | |
| 4/10/2023 | McNamara Financial Services Inc. | 18,106 | $381K | 0.1% | +8.6% | 1.132% | |
| 3/6/2023 | OLD Mission Capital LLC | 6,505 | $133K | 0.0% | -55.2% | 0.407% | |
| 2/10/2023 | Assetmark Inc. | 3,579 | $73K | 0.0% | -99.4% | 0.224% | |
| 2/7/2023 | Bleakley Financial Group LLC | 20,366 | $417K | 0.0% | N/A | 1.273% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 25,301 | $518K | 0.0% | -91.5% | 1.581% | |
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| 2/1/2023 | Janney Montgomery Scott LLC | 10,884 | $223K | 0.0% | N/A | 0.680% | |
| 1/25/2023 | Beaumont Financial Advisors LLC | 24,192 | $495K | 0.0% | N/A | 1.512% | |
| 1/20/2023 | Alta Wealth Advisors LLC | 31,243 | $639K | 0.4% | -19.9% | 1.953% | |
| 1/20/2023 | Miracle Mile Advisors LLC | 10,542 | $216K | 0.0% | -22.6% | 0.659% | |
| 1/20/2023 | CFM Wealth Partners LLC | 16,673 | $341K | 0.1% | N/A | 1.042% | |
| 1/20/2023 | McNamara Financial Services Inc. | 16,673 | $341K | 0.1% | +5.8% | 1.042% | |
| 1/13/2023 | Dynamic Advisor Solutions LLC | 13,587 | $278K | 0.0% | -30.5% | 0.849% | |
| 11/14/2022 | OLD Mission Capital LLC | 14,518 | $295K | 0.0% | N/A | 0.807% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 297,622 | $6.05M | 0.0% | -28.3% | 16.535% | |
| 11/10/2022 | Beaumont Capital Management LLC | 233,373 | $4.75M | 4.7% | -4.8% | 12.965% | |
| 11/9/2022 | Aveo Capital Partners LLC | 25,269 | $514K | 0.1% | -87.3% | 1.404% | |
| 11/1/2022 | Assetmark Inc. | 614,141 | $12.49M | 0.1% | -82.0% | 34.119% | |
| 10/28/2022 | McNamara Financial Services Inc. | 15,765 | $321K | 0.1% | -15.4% | 0.876% | |
| 10/27/2022 | CWM LLC | 5,209 | $106K | 0.0% | N/A | 0.289% | |
| 10/20/2022 | Dynamic Advisor Solutions LLC | 19,536 | $397K | 0.0% | -39.8% | 1.085% | |
| 10/12/2022 | Sawtooth Solutions LLC | 19,962 | $406K | 0.1% | -32.3% | 0.713% | |
| 8/15/2022 | Atria Wealth Solutions Inc. | 19,972 | $430K | 0.0% | N/A | 0.266% | |
| 8/12/2022 | Axxcess Wealth Management LLC | 22,754 | $490K | 0.0% | N/A | 0.303% | |
| 8/11/2022 | Quantitative Advantage LLC | 170,823 | $3.68M | 0.6% | -5.6% | 2.278% | |
| 8/5/2022 | Ascent Group LLC | 75,679 | $1.67M | 0.2% | -56.9% | 1.009% | |
| 8/5/2022 | Aveo Capital Partners LLC | 198,542 | $4.28M | 0.7% | -6.5% | 2.647% | |
| 8/4/2022 | Beaumont Financial Partners LLC | 86,065 | $1.85M | 0.2% | -20.0% | 1.148% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 414,836 | $8.93M | 0.0% | +3.8% | 5.531% | |
| 8/3/2022 | AE Wealth Management LLC | 16,371 | $352K | 0.0% | N/A | 0.218% | |
| 8/3/2022 | Assetmark Inc. | 3,412,866 | $73.48M | 0.3% | -51.7% | 45.505% | |
| 7/28/2022 | Alta Wealth Advisors LLC | 39,006 | $840K | 0.6% | -21.1% | 0.520% | |
| 7/27/2022 | Csenge Advisory Group | 47,461 | $1.02M | 0.1% | -39.5% | 0.633% | |
| 7/27/2022 | Dynamic Advisor Solutions LLC | 32,431 | $698K | 0.1% | -2.5% | 0.432% | |
| 7/22/2022 | Stratos Wealth Partners LTD. | 23,722 | $511K | 0.0% | -22.2% | 0.300% | |
| 7/15/2022 | Miracle Mile Advisors LLC | 13,756 | $296K | 0.0% | -81.1% | 0.174% | |
| 7/13/2022 | Private Advisor Group LLC | 30,155 | $649K | 0.0% | -11.4% | 0.382% | |
| 7/13/2022 | McNamara Financial Services Inc. | 18,636 | $401K | 0.1% | +19.5% | 0.236% | |
| 6/10/2022 | J.W. Cole Advisors Inc. | 20,412 | $74K | 0.0% | N/A | 0.140% | |
| 5/17/2022 | Quantitative Advantage LLC | 181,008 | $4.16M | 0.6% | +16.7% | 1.240% | |
| 5/12/2022 | Private Advisor Group LLC | 34,047 | $782K | 0.0% | -1.6% | 0.233% | |
| 5/9/2022 | Advisors Preferred LLC | 18,511 | $424K | 0.0% | +4.6% | 0.127% | |
| 5/9/2022 | Csenge Advisory Group | 78,512 | $1.80M | 0.1% | N/A | 0.538% | |
| 5/9/2022 | Beaumont Financial Partners LLC | 107,618 | $2.47M | 0.2% | +1.9% | 0.737% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 9,692 | $222K | 0.0% | -6.7% | 0.066% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 399,604 | $9.18M | 0.0% | -4.6% | 2.737% | |
| 4/29/2022 | Accel Wealth Management | 1,776 | $41K | 0.0% | -29.8% | 0.012% | |
| 4/27/2022 | Wealthpoint LLC | 19,201 | $441K | 0.2% | -3.6% | 0.132% | |
| 4/26/2022 | Stratos Wealth Partners LTD. | 30,481 | $700K | 0.0% | N/A | 0.209% | |
| 4/25/2022 | Miracle Mile Advisors LLC | 72,965 | $1.68M | 0.1% | N/A | 0.500% | |
| 4/11/2022 | Dynamic Advisor Solutions LLC | 33,261 | $764K | 0.1% | -18.6% | 0.226% | |
| 3/1/2022 | Ascent Group LLC | 175,372 | $4.23M | 0.5% | N/A | 1.193% | |
| 2/18/2022 | Paradigm Financial Partners LLC | 25,620 | $621K | 0.1% | N/A | 0.174% | |
| 2/10/2022 | Private Advisor Group LLC | 34,608 | $852K | 0.0% | -37.0% | 0.235% | |
| 2/10/2022 | Paradigm Financial Partners LLC | 25,620 | $621K | 0.0% | N/A | 0.174% | |
| 2/10/2022 | OLD Mission Capital LLC | 31,499 | $776K | 0.0% | N/A | 0.214% | |
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| 2/9/2022 | Beaumont Capital Management LLC | 269,807 | $6.64M | 3.8% | +4.8% | 1.835% | |
| 2/8/2022 | Bank of America Corp DE | 90,429 | $2.23M | 0.0% | -11.5% | 0.615% | |
| 2/7/2022 | Quantitative Advantage LLC | 155,138 | $3.82M | 0.6% | +0.5% | 1.055% | |
| 2/7/2022 | Beaumont Financial Partners LLC | 105,640 | $2.60M | 0.2% | -10.3% | 0.719% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 418,792 | $10.31M | 0.0% | -19.6% | 2.849% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 539,308 | $13.28M | 0.0% | +3.1% | 3.669% | |
| 1/26/2022 | Dynamic Advisor Solutions LLC | 40,858 | $1.01M | 0.1% | +10.2% | 0.278% | |
| 11/16/2021 | MML Investors Services LLC | 12,367 | $307K | 0.0% | +13.1% | 0.085% | |
| 11/12/2021 | Assetmark Inc. | 6,934,122 | $172.09M | 0.8% | +1,024,142.5% | 47.494% | |
| 11/9/2021 | Sawtooth Solutions LLC | 359,277 | $8.92M | 1.4% | +11.1% | 2.461% | |
