| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,748 | $714K | 0.0% | +38.2% | 0.231% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 16,748 | $811K | 0.0% | +10.7% | 0.262% | |
| 2/17/2025 | Cornerstone Financial Group LLC NE | 13,816 | $669K | 0.7% | N/A | 0.193% | |
| 2/17/2025 | Cetera Investment Advisers | 14,511 | $703K | 0.0% | +29.4% | 0.202% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 4,920 | $238K | 0.0% | N/A | 0.069% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 6,253 | $303K | 0.0% | N/A | 0.087% | |
| 2/17/2025 | Bank of America Corp DE | 54,852 | $2.66M | 0.0% | +4.0% | 0.765% | |
| 2/14/2025 | Prosperity Consulting Group LLC | 45,786 | $2.22M | 0.2% | -1.7% | 0.639% | |
| 2/14/2025 | Coldstream Capital Management Inc. | 101,343 | $4.91M | 0.1% | -9.0% | 1.413% | |
| 2/14/2025 | Topsail Wealth Management LLC | 750 | $36K | 0.0% | N/A | 0.010% | |
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| 2/14/2025 | Integrated Wealth Concepts LLC | 5,205 | $252K | 0.0% | N/A | 0.073% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 4,097 | $198K | 0.0% | +23.1% | 0.057% | |
| 2/13/2025 | Raymond James Financial Inc. | 23,547 | $1.14M | 0.0% | N/A | 0.328% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 19,789 | $958K | 0.0% | -14.4% | 0.276% | |
| 2/13/2025 | Wells Fargo & Company MN | 71,363 | $3.46M | 0.0% | +49.9% | 0.995% | |
| 2/12/2025 | JPMorgan Chase & Co. | 858 | $42K | 0.0% | +71.6% | 0.012% | |
| 2/11/2025 | LPL Financial LLC | 308,005 | $14.91M | 0.0% | +2.2% | 4.296% | |
| 2/10/2025 | Corient Private Wealth LLC | 5,337 | $258K | 0.0% | N/A | 0.074% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 52,642 | $2.55M | 0.0% | +3.5% | 0.734% | |
| 2/10/2025 | Farther Finance Advisors LLC | 719 | $35K | 0.0% | -94.1% | 0.010% | |
| 2/7/2025 | PFG Advisors | 4,388 | $212K | 0.0% | -12.4% | 0.061% | |
| 2/6/2025 | Raymond James Financial Inc. | 23,547 | $1.14M | 0.0% | N/A | 0.328% | |
| 2/6/2025 | Jones Financial Companies Lllp | 2,170 | $105K | 0.0% | +675.0% | 0.030% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 7,546 | $365K | 0.0% | -3.9% | 0.105% | |
| 2/4/2025 | Genesis Wealth Advisors LLC | 5,570 | $270K | 0.2% | N/A | 0.078% | |
| 2/4/2025 | Marshall Investment Management LLC | 98,166 | $4.83M | 2.8% | N/A | 1.369% | |
| 1/27/2025 | Commonwealth Financial Services LLC | 22,816 | $1.11M | 0.2% | -1.2% | 0.318% | |
| 1/24/2025 | KPP Advisory Services LLC | 31,155 | $1.51M | 0.4% | -7.7% | 0.435% | |
| 1/23/2025 | Twelve Points Wealth Management LLC | 193,814 | $9.38M | 2.7% | -0.8% | 2.703% | |
| 1/15/2025 | Merit Financial Group LLC | 6,878 | $333K | 0.0% | +14.5% | 0.096% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 4,869 | $236K | 0.0% | N/A | 0.068% | |
| 1/14/2025 | Christopher J. Hasenberg Inc | 604 | $29K | 0.0% | -73.8% | 0.008% | |
| 1/13/2025 | Dale Q Rice Investment Management Ltd | 23,702 | $1.15M | 0.5% | N/A | 0.331% | |
| 1/13/2025 | Matrix Trust Co | 20,062 | $971K | 0.2% | +581.0% | 0.280% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 14,500 | $713K | 0.0% | +35.8% | 0.202% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 15,125 | $741K | 0.0% | -51.8% | 0.211% | |
| 11/18/2024 | Coldstream Capital Management Inc. | 111,377 | $5.48M | 0.1% | -7.5% | 1.553% | |
| 11/15/2024 | Jane Street Group LLC | 7,266 | $357K | 0.0% | N/A | 0.101% | |
| 11/13/2024 | FMR LLC | 6,992 | $344K | 0.0% | +8.5% | 0.098% | |
| 11/12/2024 | Truepoint Inc. | 4,078 | $201K | 0.0% | N/A | 0.057% | |
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| 11/6/2024 | KPP Advisory Services LLC | 33,770 | $1.66M | 0.4% | -1.2% | 0.471% | |
| 10/30/2024 | Ameritas Advisory Services LLC | 60,308 | $2.97M | 0.1% | +3.6% | 0.841% | |
| 10/29/2024 | Farther Finance Advisors LLC | 12,177 | $599K | 0.0% | -60.5% | 0.170% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 10,675 | $525K | 0.0% | -7.2% | 0.149% | |
| 10/16/2024 | Twelve Points Wealth Management LLC | 195,475 | $9.61M | 3.0% | +5.8% | 2.726% | |
| 10/10/2024 | Compton Wealth Advisory Group LLC | 47,500 | $2.34M | 0.6% | -5.9% | 0.662% | |
| 10/9/2024 | Christopher J. Hasenberg Inc | 2,301 | $113K | 0.0% | -97.8% | 0.032% | |
| 10/9/2024 | Matrix Trust Co | 2,946 | $145K | 0.0% | N/A | 0.041% | |
| 8/28/2024 | Heritage Oak Wealth Advisors LLC | 4,780 | $233K | 0.1% | N/A | 0.067% | |
| 8/27/2024 | KPP Advisory Services LLC | 34,185 | $1.67M | 0.4% | -2.3% | 0.477% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 31,380 | $1.53M | 0.0% | +454.1% | 0.438% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 25,912 | $1.26M | 0.0% | +411.4% | 0.361% | |
| 8/14/2024 | Commonwealth Financial Services LLC | 23,099 | $1.12M | 0.2% | -2.7% | 0.322% | |
| 8/8/2024 | Prosperity Consulting Group LLC | 47,350 | $2.31M | 0.3% | -3.2% | 0.660% | |
| 8/8/2024 | New England Private Wealth Advisors LLC | 196,146 | $9.56M | 1.7% | +69.8% | 2.736% | |
| 8/7/2024 | Coldstream Capital Management Inc. | 120,424 | $5.87M | 0.1% | -5.3% | 1.680% | |
| 7/31/2024 | Farther Finance Advisors LLC | 30,797 | $1.48M | 0.1% | N/A | 0.430% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 52,155 | $2.54M | 0.0% | -2.4% | 0.727% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 58,216 | $2.84M | 0.1% | +0.4% | 0.812% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 20,952 | $1.02M | 0.0% | -52.5% | 0.292% | |
| 7/25/2024 | Christopher J. Hasenberg Inc | 105,803 | $5.16M | 2.3% | +5.8% | 1.476% | |
| 7/25/2024 | POM Investment Strategies LLC | 129,320 | $6.30M | 5.0% | N/A | 1.804% | |
| 7/19/2024 | Pacific Sun Financial Corp | 12,205 | $595K | 0.4% | +2.1% | 0.170% | |
| 7/16/2024 | GPS Wealth Strategies Group LLC | 1,630 | $79K | 0.0% | -14.7% | 0.023% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 11,503 | $561K | 0.0% | +27.3% | 0.160% | |
| 7/12/2024 | Twelve Points Wealth Management LLC | 184,675 | $9.00M | 3.2% | +7.4% | 2.576% | |
| 5/24/2024 | Cetera Advisors LLC | 6,754 | $342K | 0.0% | N/A | 0.094% | |
| 5/14/2024 | Commonwealth Financial Services LLC | 23,750 | $1.20M | 0.3% | +8.7% | 0.334% | |
| 5/10/2024 | TIAA Trust National Association | 4,235 | $215K | 0.0% | N/A | 0.060% | |
| 5/10/2024 | Truepoint Inc. | 4,078 | $207K | 0.0% | N/A | 0.057% | |
| 5/9/2024 | Tradewinds LLC. | 4,781 | $242K | 0.2% | N/A | 0.067% | |
| 5/7/2024 | Facet Wealth Inc. | 4,280 | $212K | 0.0% | N/A | 0.060% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 7,936 | $402K | 0.0% | +5.3% | 0.112% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 12,300 | $624K | 0.0% | -19.9% | 0.173% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 48,935 | $2.48M | 0.3% | N/A | 0.688% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 5,352 | $271K | 0.0% | +6.4% | 0.075% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 53,459 | $2.71M | 0.0% | -2.1% | 0.752% | |
| 4/29/2024 | Greenleaf Trust | 1,825 | $93K | 0.0% | N/A | 0.026% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 44,115 | $2.24M | 0.0% | +123.4% | 0.637% | |
| 4/25/2024 | Christopher J. Hasenberg Inc | 99,984 | $5.07M | 2.5% | N/A | 1.443% | |
| 4/22/2024 | Berry Wealth Group LP | 4,250 | $215K | 0.2% | N/A | 0.061% | |
| 4/19/2024 | Valley National Advisers Inc. | 540 | $27K | 0.0% | N/A | 0.008% | |
| 4/16/2024 | Toth Financial Advisory Corp | 750 | $38K | 0.0% | N/A | 0.011% | |
| 4/15/2024 | RMR Wealth Builders | 3,985 | $202K | 0.0% | N/A | 0.058% | |
| 3/6/2024 | Willner & Heller LLC | 12,596 | $520K | 0.6% | N/A | 0.196% | |
| 2/9/2024 | Coldstream Capital Management Inc. | 147,238 | $6.07M | 0.2% | -31.0% | 2.286% | |
| 2/8/2024 | Pacific Sun Financial Corp | 11,955 | $493K | 0.3% | -13.8% | 0.186% | |
| 2/2/2024 | New England Private Wealth Advisors LLC | 196,002 | $8.09M | 1.5% | -2.0% | 3.044% | |
| 1/31/2024 | J.W. Cole Advisors Inc. | 5,030 | $208K | 0.0% | N/A | 0.078% | |
| 1/31/2024 | Wetzel Investment Advisors Inc. | 895 | $37K | 0.0% | N/A | 0.014% | |
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| 1/19/2024 | Compton Wealth Advisory Group LLC | 50,500 | $2.08M | 0.7% | -3.8% | 0.784% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 21,622 | $892K | 0.0% | -16.5% | 0.336% | |
| 1/16/2024 | Raymond James & Associates | 6,188 | $255K | 0.0% | N/A | 0.096% | |
| 1/12/2024 | Twelve Points Wealth Management LLC | 151,634 | $6.26M | 3.0% | +8.4% | 2.355% | |
| 1/3/2024 | EisnerAmper Wealth Management Corporate Benefits LLC | 50,732 | $2.09M | 0.8% | -10.4% | 0.788% | |
| 12/11/2023 | Sunbelt Securities Inc. | 874 | $34K | 0.0% | +402.3% | 0.014% | |
| 12/1/2023 | B. Riley Wealth Advisors Inc. | 5,663 | $222K | 0.0% | +400.7% | 0.088% | |
| 11/27/2023 | AllSquare Wealth Management LLC | 1,525 | $60K | 0.0% | +400.0% | 0.024% | |
| 11/15/2023 | KPP Advisory Services LLC | 38,075 | $1.49M | 0.5% | N/A | 0.591% | |
| 11/14/2023 | Northeast Financial Consultants Inc | 21,000 | $823K | 0.1% | +400.0% | 0.326% | |
