| 1/17/2025 | Oxinas Partners Wealth Management LLC | 22,200 | $769K | 0.5% | N/A | 0.128% | |
| 1/16/2025 | Amplius Wealth Advisors LLC | 1,351,246 | $46.78M | 4.8% | +11.0% | 7.811% | |
| 1/16/2025 | RiverTree Advisors LLC | 46,242 | $1.60M | 1.1% | N/A | 0.267% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 30,802 | $1.07M | 0.0% | N/A | 0.178% | |
| 1/15/2025 | RDA Financial Network | 98,957 | $3.43M | 1.0% | N/A | 0.572% | |
| 1/15/2025 | Empirical Asset Management LLC | 66,541 | $2.30M | 0.1% | -4.0% | 0.385% | |
| 1/15/2025 | Fermata Advisors LLC | 100,342 | $3.47M | 0.6% | -40.9% | 0.580% | |
| 1/14/2025 | Pines Wealth Management LLC | 16,935 | $582K | 0.3% | N/A | 0.098% | |
| 1/14/2025 | KWB Wealth | 41,061 | $1.39M | 0.2% | N/A | 0.237% | |
| 1/14/2025 | PCA Investment Advisory Services Inc. | 10,133 | $351K | 0.2% | N/A | 0.059% | |
|
| 1/13/2025 | AdvisorNet Financial Inc | 5,259 | $182K | 0.0% | N/A | 0.030% | |
| 12/26/2024 | JPMorgan Chase & Co. | 22,625 | $767K | 0.0% | -74.5% | 0.131% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 23,437 | $792K | 0.0% | +7.9% | 0.135% | |
| 11/25/2024 | World Investment Advisors LLC | 114,835 | $3.89M | 0.1% | +204.0% | 0.664% | |
| 11/25/2024 | Sanctuary Advisors LLC | 23,888 | $852K | 0.0% | +228.2% | 0.138% | |
| 11/25/2024 | Pine Valley Investments Ltd Liability Co | 7,758 | $263K | 0.0% | N/A | 0.045% | |
| 11/22/2024 | Fulcrum Equity Management | 21,921 | $743K | 0.6% | N/A | 0.127% | |
| 11/15/2024 | MML Investors Services LLC | 164,897 | $5.59M | 0.0% | +1,450.8% | 0.953% | |
| 11/15/2024 | Jane Street Group LLC | 71,387 | $2.42M | 0.0% | +330.7% | 0.413% | |
| 11/15/2024 | IHT Wealth Management LLC | 16,600 | $563K | 0.0% | +11.4% | 0.096% | |
| 11/13/2024 | Prosperity Financial Group Inc. | 16,570 | $562K | 0.3% | N/A | 0.096% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 94,888 | $3.22M | 0.1% | N/A | 0.548% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 10,015 | $340K | 0.0% | +50.0% | 0.058% | |
| 11/9/2024 | LPL Financial LLC | 5,984,602 | $202.94M | 0.1% | +51.3% | 34.593% | |
| 11/7/2024 | Spectrum Wealth Advisory Group LLC | 814,229 | $27.61M | 15.5% | N/A | 4.707% | |
| 11/4/2024 | Tyler Stone Wealth Management | 8,494 | $288K | 0.1% | +107.3% | 0.049% | |
| 11/1/2024 | Leavell Investment Management Inc. | 12,589 | $427K | 0.0% | N/A | 0.073% | |
| 11/1/2024 | Aspire Wealth Management Corp | 31,281 | $1.06M | 0.6% | +84.0% | 0.181% | |
| 11/1/2024 | Bensler LLC | 210,830 | $7.15M | 0.9% | +5.5% | 1.219% | |
| 10/29/2024 | IAG Wealth Partners LLC | 56,662 | $1.92M | 0.4% | +66.3% | 0.328% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 465,199 | $15.78M | 0.8% | +24.6% | 2.689% | |
| 10/23/2024 | Allworth Financial LP | 1,417 | $48K | 0.0% | N/A | 0.008% | |
| 10/23/2024 | Bogart Wealth LLC | 107,359 | $3.64M | 0.2% | N/A | 0.621% | |
| 10/22/2024 | Private Advisor Group LLC | 90,269 | $3.06M | 0.0% | +151.5% | 0.522% | |
| 10/18/2024 | Raymond James & Associates | 274,990 | $9.33M | 0.0% | +12.3% | 1.590% | |
| 10/18/2024 | Stratos Investment Management LLC | 958,405 | $32.50M | 2.3% | N/A | 5.540% | |
| 10/17/2024 | Stratos Wealth Partners LTD. | 1,132,623 | $38.41M | 0.6% | +90.9% | 6.547% | |
| 10/16/2024 | Amplius Wealth Advisors LLC | 1,217,034 | $41.26M | 4.5% | +19.2% | 7.035% | |
| 10/11/2024 | Empirical Asset Management LLC | 69,327 | $2.35M | 0.3% | +173.3% | 0.401% | |
| 10/9/2024 | Fermata Advisors LLC | 169,870 | $5.76M | 1.2% | -2.7% | 0.982% | |
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| 10/8/2024 | WealthCare Investment Partners LLC | 12,555 | $423K | 0.2% | N/A | 0.073% | |
| 9/5/2024 | Sanctuary Advisors LLC | 7,278 | $220K | 0.0% | N/A | 0.042% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 21,713 | $701K | 0.0% | N/A | 0.126% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,830 | $124K | 0.0% | +21.6% | 0.022% | |
| 8/16/2024 | NewEdge Advisors LLC | 265,757 | $8.58M | 0.1% | +95.0% | 1.536% | |
| 8/14/2024 | Marshall Wace LLP | 20,982 | $677K | 0.0% | +16.4% | 0.121% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 743,616 | $24.00M | 0.0% | +1.0% | 4.298% | |
| 8/8/2024 | LPL Financial LLC | 3,955,094 | $127.63M | 0.1% | +45.2% | 22.862% | |
| 8/5/2024 | Private Advisor Group LLC | 35,896 | $1.16M | 0.0% | +431.9% | 0.207% | |
| 7/31/2024 | Essex Financial Services Inc. | 14,783 | $477K | 0.0% | N/A | 0.085% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 411,577 | $13.28M | 0.0% | +73.4% | 2.379% | |
| 7/26/2024 | Harbour Investments Inc. | 5,267 | $170K | 0.0% | N/A | 0.030% | |
| 7/26/2024 | Bensler LLC | 199,870 | $6.45M | 0.9% | N/A | 1.155% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 52,156 | $1.68M | 0.0% | +13.7% | 0.301% | |
| 7/23/2024 | Amplius Wealth Advisors LLC | 1,021,012 | $32.95M | 3.7% | -12.4% | 5.902% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 315,971 | $10.20M | 0.0% | +14.5% | 1.826% | |
| 7/19/2024 | Western Wealth Management LLC | 27,619 | $891K | 0.1% | +12.6% | 0.160% | |
| 7/19/2024 | Raymond James & Associates | 244,885 | $7.90M | 0.0% | +5.6% | 1.416% | |
| 7/17/2024 | IAG Wealth Partners LLC | 34,082 | $1.10M | 0.2% | N/A | 0.197% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 6,675 | $215K | 0.0% | N/A | 0.039% | |
| 7/13/2024 | Fermata Advisors LLC | 174,516 | $5.63M | 1.3% | -42.4% | 1.009% | |
| 5/10/2024 | Osaic Holdings Inc. | 650,950 | $20.17M | 0.0% | +31.6% | 4.428% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 237,367 | $7.35M | 0.0% | +691.0% | 1.615% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 45,890 | $1.42M | 0.0% | +22.5% | 0.314% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 276,013 | $8.55M | 0.0% | +11.8% | 1.891% | |
| 4/22/2024 | Raymond James & Associates | 231,896 | $7.18M | 0.0% | +136.7% | 1.588% | |
| 4/12/2024 | Fermata Advisors LLC | 302,933 | $9.39M | 2.1% | -5.3% | 2.075% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 9,175 | $254K | 0.0% | N/A | 0.100% | |
| 2/9/2024 | Paragon Private Wealth Management LLC | 32,332 | $896K | 0.6% | +8.5% | 0.351% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 407,391 | $11.29M | 0.6% | +5.4% | 4.428% | |
| 1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 30,698 | $850K | 0.3% | +111.2% | 0.334% | |
| 1/19/2024 | Fermata Advisors LLC | 320,019 | $8.87M | 2.1% | N/A | 3.478% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 246,784 | $6.84M | 0.0% | +2.9% | 2.682% | |
| 1/16/2024 | Raymond James & Associates | 97,970 | $2.72M | 0.0% | +19.0% | 1.065% | |
| 1/11/2024 | Amplius Wealth Advisors LLC | 860,497 | $23.84M | 2.9% | -48.8% | 9.353% | |
| 11/15/2023 | Ameriprise Financial Inc. | 2,524,391 | $63.44M | 0.0% | -5.9% | 27.439% | |
| 11/14/2023 | Paragon Private Wealth Management LLC | 29,786 | $749K | 0.6% | +105.9% | 0.324% | |
| 11/13/2023 | LPL Financial LLC | 874,962 | $21.99M | 0.0% | +176.0% | 9.510% | |
| 11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 17,671 | $444K | 0.0% | +22.5% | 0.192% | |
| 11/8/2023 | Western Wealth Management LLC | 17,215 | $433K | 0.0% | +3.0% | 0.187% | |
| 11/7/2023 | Kingsview Wealth Management LLC | 41,248 | $1.04M | 0.0% | N/A | 0.448% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 239,791 | $6.03M | 0.0% | +8.8% | 2.606% | |
| 10/24/2023 | Raymond James & Associates | 82,362 | $2.07M | 0.0% | +59.1% | 0.895% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 24,447 | $614K | 0.0% | +25.5% | 0.266% | |
| 10/17/2023 | Amplius Wealth Advisors LLC | 1,681,189 | $42.25M | 5.7% | -10.2% | 18.274% | |
| 10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 14,537 | $365K | 0.1% | N/A | 0.158% | |
| 8/30/2023 | Western Wealth Management LLC | 16,715 | $432K | 0.0% | N/A | 0.182% | |
| 8/3/2023 | Paragon Private Wealth Management LLC | 14,464 | $374K | 0.3% | +2.9% | 0.157% | |
| 7/31/2023 | LPL Financial LLC | 316,993 | $8.19M | 0.0% | +2,469.4% | 3.446% | |
| 7/28/2023 | First Republic Investment Management Inc. | 14,421 | $373K | 0.0% | +67.3% | 0.249% | |
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| 7/26/2023 | Amplius Wealth Advisors LLC | 1,871,386 | $48.36M | 6.5% | N/A | 32.265% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 220,426 | $5.70M | 0.0% | -1.5% | 3.800% | |
| 7/25/2023 | Raymond James & Associates | 51,772 | $1.34M | 0.0% | N/A | 0.893% | |
| 4/17/2023 | Paragon Private Wealth Management LLC | 14,054 | $337K | 0.3% | N/A | 0.335% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 223,715 | $5.37M | 0.0% | +42.0% | 6.779% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 157,596 | $3.58M | 0.0% | +965.8% | 5.253% | |
| 2/7/2023 | LPL Financial LLC | 20,907 | $475K | 0.0% | N/A | 0.697% | |
| 1/31/2023 | Empirical Asset Management LLC | 23,044 | $524K | 0.6% | +1.9% | 0.768% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 14,786 | $312K | 0.0% | N/A | 0.435% | |
| 10/19/2022 | Empirical Asset Management LLC | 22,621 | $477K | 0.5% | +58.3% | 0.665% | |
