| 4/17/2025 | Dynamic Advisor Solutions LLC | 23,606 | $556K | 0.0% | +4.9% | 1.967% | |
| 4/10/2025 | Fermata Advisors LLC | 31,740 | $747K | 0.1% | +5.8% | 2.645% | |
| 2/17/2025 | Visionary Wealth Advisors | 18,195 | $415K | 0.0% | +5.3% | 2.022% | |
| 2/17/2025 | Citadel Advisors LLC | 31,484 | $718K | 0.0% | N/A | 3.498% | |
| 2/14/2025 | Jane Street Group LLC | 21,186 | $483K | 0.0% | N/A | 2.354% | |
| 2/13/2025 | Raymond James Financial Inc. | 21,204 | $484K | 0.0% | N/A | 2.356% | |
| 2/13/2025 | Wells Fargo & Company MN | 16,680 | $380K | 0.0% | +2.8% | 1.853% | |
| 2/12/2025 | OLD Mission Capital LLC | 100,929 | $2.30M | 0.0% | N/A | 11.214% | |
| 2/11/2025 | LPL Financial LLC | 296,323 | $6.76M | 0.0% | +29.3% | 32.925% | |
| 2/6/2025 | Raymond James Financial Inc. | 21,204 | $484K | 0.0% | N/A | 2.356% | |
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| 1/31/2025 | Sanctuary Advisors LLC | 107,482 | $2.51M | 0.0% | +10.5% | 11.942% | |
| 1/27/2025 | Financial Advocates Investment Management | 27,186 | $620K | 0.0% | -14.8% | 3.021% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 241,074 | $5.50M | 0.1% | +5.1% | 26.786% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 22,493 | $513K | 0.0% | +7.5% | 2.499% | |
| 1/15/2025 | Fermata Advisors LLC | 30,007 | $684K | 0.1% | N/A | 3.334% | |
| 11/25/2024 | Sanctuary Advisors LLC | 97,242 | $2.32M | 0.0% | +166.2% | 10.805% | |
| 11/14/2024 | Flow Traders U.S. LLC | 43,625 | $1.11M | 0.1% | -45.6% | 4.847% | |
| 11/8/2024 | Prospera Financial Services Inc | 11,980 | $306K | 0.0% | +21.9% | 1.331% | |
| 10/17/2024 | Stratos Wealth Partners LTD. | 229,441 | $5.86M | 0.1% | +764.3% | 25.493% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 20,922 | $534K | 0.0% | +29.0% | 2.325% | |
| 9/5/2024 | Sanctuary Advisors LLC | 36,533 | $847K | 0.0% | N/A | 4.059% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 43,393 | $1.05M | 0.0% | N/A | 4.821% | |
| 7/29/2024 | Financial Advocates Investment Management | 31,655 | $765K | 0.0% | -5.3% | 3.517% | |
| 7/23/2024 | MFA Wealth Advisors LLC | 2,913 | $70K | 0.0% | N/A | 0.324% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 16,218 | $392K | 0.0% | +29.8% | 1.802% | |
| 2/29/2024 | Scarborough Advisors LLC | 60,030 | $1.34M | 0.3% | +4.2% | 6.670% | |
| 2/8/2024 | Financial Advocates Investment Management | 9,297 | $208K | 0.0% | N/A | 1.033% | |
| 1/19/2024 | Wagner Wealth Management LLC | 74,430 | $1.66M | 0.6% | -4.6% | 8.270% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 12,103 | $271K | 0.0% | -10.8% | 1.345% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 10,684 | $234K | 0.0% | N/A | 1.187% | |
| 12/1/2023 | Wellington Management Group LLP | 62,087 | $1.31M | 0.0% | -58.9% | 6.899% | |
| 11/30/2023 | Scarborough Advisors LLC | 57,635 | $1.21M | 0.3% | +8.3% | 6.404% | |
| 11/7/2023 | Scarborough Advisors LLC | 2,859 | $60K | 0.0% | -94.6% | 0.318% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 13,564 | $286K | 0.0% | +6.6% | 1.507% | |
| 10/18/2023 | Wagner Wealth Management LLC | 78,000 | $1.64M | 0.6% | +9.6% | 8.667% | |
| 9/7/2023 | Scarborough Advisors LLC | 53,240 | $1.12M | 0.3% | +21.0% | 5.916% | |
| 8/9/2023 | Flow Traders U.S. LLC | 59,118 | $1.24M | 0.1% | +80.6% | 6.569% | |
| 7/28/2023 | Wagner Wealth Management LLC | 71,194 | $1.50M | 0.6% | +63.7% | 7.910% | |
| 5/17/2023 | Wagner Wealth Management LLC | 43,479 | $889K | 0.4% | +622.5% | 4.831% | |
| 5/12/2023 | Resource Planning Group | 53,056 | $1.09M | 0.9% | -9.5% | 5.895% | |
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| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 12,572 | $257K | 0.0% | N/A | 0.740% | |
| 3/6/2023 | OLD Mission Capital LLC | 124,161 | $2.42M | 0.1% | +40.3% | 7.304% | |
| 2/8/2023 | UBS Group AG | 441,557 | $8.60M | 0.0% | +1.7% | 25.974% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 12,712 | $248K | 0.0% | -4.2% | 0.748% | |
| 1/31/2023 | Resource Planning Group | 58,606 | $1.14M | 0.9% | -2.5% | 3.447% | |
| 1/10/2023 | Coldstream Capital Management Inc. | 13,847 | $270K | 0.0% | N/A | 0.989% | |
| 11/15/2022 | Flow Traders U.S. LLC | 57,823 | $1.04M | 0.1% | +11.2% | 4.130% | |
| 11/14/2022 | OLD Mission Capital LLC | 88,474 | $1.59M | 0.1% | -28.9% | 6.320% | |
| 11/10/2022 | UBS Group AG | 434,379 | $7.82M | 0.0% | +2,144.0% | 31.027% | |
| 8/13/2022 | Flow Traders U.S. LLC | 51,983 | $1.04M | 0.1% | +120.5% | 2.888% | |
| 8/11/2022 | Capital Asset Advisory Services LLC | 1,892 | $38K | 0.0% | -62.0% | 0.105% | |
| 8/8/2022 | Coldstream Capital Management Inc. | 804,400 | $16.13M | 0.7% | -7.3% | 44.689% | |
| 8/5/2022 | OLD Mission Capital LLC | 124,375 | $2.49M | 0.1% | -1.7% | 6.910% | |
| 8/2/2022 | Advisory Services Network LLC | 12,473 | $250K | 0.0% | -36.6% | 0.693% | |
| 8/2/2022 | Resource Planning Group | 60,142 | $1.21M | 1.0% | +9.7% | 3.341% | |
| 5/11/2022 | Coldstream Capital Management Inc. | 867,583 | $20.17M | 0.7% | -3.5% | 48.199% | |
| 5/11/2022 | Patriot Financial Group Insurance Agency LLC | 1,200 | $28K | 0.0% | -45.5% | 0.067% | |
| 4/29/2022 | Capital Asset Advisory Services LLC | 4,975 | $116K | 0.0% | -15.3% | 0.276% | |
| 2/4/2022 | Capital Asset Advisory Services LLC | 5,875 | $141K | 0.0% | -49.8% | 0.346% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 13,518 | $325K | 0.0% | -5.1% | 0.795% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 1,781 | $43K | 0.0% | -37.1% | 0.105% | |
| 1/10/2022 | Patriot Financial Group Insurance Agency LLC | 2,200 | $53K | 0.0% | -77.8% | 0.129% | |
| 11/16/2021 | Wellington Management Group LLP | 206,136 | $5.04M | 0.0% | -1.1% | 12.126% | |
| 11/12/2021 | Newport Wealth Strategies Inc. | 34,240 | $838K | 0.5% | +87.6% | 2.014% | |
| 11/5/2021 | Advisory Services Network LLC | 20,825 | $510K | 0.0% | +107.7% | 1.225% | |
| 11/2/2021 | Cambridge Investment Research Advisors Inc. | 14,249 | $349K | 0.0% | -6.1% | 0.838% | |
| 10/14/2021 | Capital Asset Advisory Services LLC | 11,695 | $286K | 0.0% | -9.3% | 0.688% | |
| 10/12/2021 | Resource Planning Group | 54,818 | $1.34M | 0.8% | -9.9% | 3.225% | |
| 9/8/2021 | Newport Wealth Strategies Inc. | 18,250 | $465K | 0.3% | N/A | 1.074% | |
| 8/17/2021 | Citadel Advisors LLC | 49,970 | $1.27M | 0.0% | +2.4% | 2.939% | |
| 8/16/2021 | Resource Planning Group | 60,871 | $1.55M | 0.9% | -10.4% | 3.581% | |
| 8/13/2021 | LPL Financial LLC | 12,446 | $317K | 0.0% | N/A | 0.732% | |
| 8/12/2021 | Advisory Services Network LLC | 10,028 | $255K | 0.0% | N/A | 0.590% | |
| 8/11/2021 | Susquehanna International Group LLP | 18,335 | $467K | 0.0% | N/A | 1.079% | |
| 8/10/2021 | Cambridge Investment Research Advisors Inc. | 15,181 | $387K | 0.0% | +4.4% | 0.893% | |
| 8/6/2021 | Capital Asset Advisory Services LLC | 12,894 | $328K | 0.0% | -18.8% | 0.758% | |
| 8/2/2021 | Advisor Group Holdings Inc. | 2,823 | $71K | 0.0% | +61.1% | 0.166% | |
| 8/1/2021 | Patriot Financial Group Insurance Agency LLC | 9,924 | $253K | 0.0% | +83.0% | 0.584% | |
| 6/17/2021 | Geneos Wealth Management Inc. | 7,774 | $191K | 0.0% | N/A | 0.457% | |
| 5/18/2021 | Citadel Advisors LLC | 48,812 | $1.19M | 0.0% | N/A | 2.871% | |
| 5/18/2021 | Jane Street Group LLC | 27,488 | $669K | 0.0% | +75.5% | 1.617% | |
| 5/13/2021 | Capital Asset Advisory Services LLC | 15,889 | $386K | 0.1% | -22.4% | 0.935% | |
| 5/13/2021 | Paracle Advisors LLC | 968,892 | $23.56M | 4.3% | -1.7% | 56.994% | |
| 5/7/2021 | Cambridge Investment Research Advisors Inc. | 14,547 | $354K | 0.0% | +10.3% | 0.856% | |
