| 2/14/2025 | Jane Street Group LLC | 8,890 | $620K | 0.0% | N/A | 0.081% | |
| 2/14/2025 | Lido Advisors LLC | 2,949 | $206K | 0.0% | N/A | 0.027% | |
| 2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 3,232 | $225K | 0.2% | N/A | 0.029% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 1,941 | $135K | 0.0% | -48.6% | 0.018% | |
| 2/14/2025 | Freedom Investment Management Inc. | 5,909 | $412K | 0.0% | N/A | 0.054% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 35,589 | $2.48M | 0.0% | +253.7% | 0.324% | |
| 2/11/2025 | Runnymede Capital Advisors Inc. | 206,844 | $14.42M | 12.6% | N/A | 1.884% | |
| 2/10/2025 | Retirement Planning Co of New England Inc. | 24,152 | $1.68M | 0.8% | -4.6% | 0.220% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 650 | $45K | 0.0% | N/A | 0.006% | |
| 2/4/2025 | IFP Advisors Inc | 900 | $63K | 0.0% | +20.0% | 0.008% | |
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| 1/29/2025 | Clarity Capital Partners LLC | 11,933 | $832K | 0.4% | -7.0% | 0.109% | |
| 1/21/2025 | Toth Financial Advisory Corp | 61,654 | $4.30M | 0.5% | -10.5% | 0.562% | |
| 1/13/2025 | Dale Q Rice Investment Management Ltd | 29,418 | $2.05M | 0.9% | N/A | 0.268% | |
| 11/14/2024 | Plotkin Financial Advisors LLC | 24,576 | $1.65M | 1.0% | N/A | 0.224% | |
| 11/13/2024 | Truvestments Capital LLC | 616 | $41K | 0.0% | N/A | 0.006% | |
| 11/12/2024 | Larson Financial Group LLC | 400 | $27K | 0.0% | N/A | 0.004% | |
| 11/12/2024 | Nwam LLC | 3,200 | $215K | 0.0% | N/A | 0.029% | |
| 10/30/2024 | Clarity Capital Partners LLC | 12,834 | $861K | 0.5% | -21.2% | 0.117% | |
| 10/28/2024 | Shepherd Financial Partners LLC | 4,844 | $325K | 0.0% | -16.4% | 0.044% | |
| 10/25/2024 | Tyche Wealth Partners LLC | 33,088 | $2.22M | 0.5% | +44.4% | 0.301% | |
| 10/21/2024 | Toth Financial Advisory Corp | 68,877 | $4.62M | 0.5% | -20.1% | 0.627% | |
| 10/11/2024 | Creative Planning | 7,643 | $513K | 0.0% | -6.0% | 0.070% | |
| 10/10/2024 | McGuire Investment Group LLC | 4,776 | $320K | 0.0% | -4.5% | 0.043% | |
| 10/7/2024 | Smith Anglin Financial LLC | 4,004 | $269K | 0.0% | N/A | 0.036% | |
| 8/30/2024 | Strategic Investment Solutions Inc. IL | 400 | $30K | 0.0% | N/A | 0.004% | |
| 8/9/2024 | Retirement Planning Co of New England Inc. | 24,619 | $1.72M | 0.9% | -10.3% | 0.224% | |
| 8/6/2024 | Howard Capital Management Inc. | 3,061 | $214K | 0.0% | N/A | 0.028% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 49,735 | $3.47M | 0.0% | +602.4% | 0.453% | |
| 6/4/2024 | Tactive Advisors LLC | 19,757 | $1.20M | 0.6% | +255.7% | 0.180% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,622 | $220K | 0.0% | -4.9% | 0.033% | |
| 5/3/2024 | Clarity Capital Partners LLC | 28,874 | $1.75M | 1.2% | -43.6% | 0.263% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 19,208 | $1.17M | 0.0% | -1.3% | 0.175% | |
| 4/26/2024 | McGuire Investment Group LLC | 5,000 | $304K | 0.0% | -16.7% | 0.045% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 1,150 | $70K | 0.0% | N/A | 0.010% | |
| 4/16/2024 | Toth Financial Advisory Corp | 92,731 | $5.63M | 0.7% | -7.1% | 0.835% | |
| 3/22/2024 | Livelsberger Financial Advisory | 1,096 | $58K | 0.1% | N/A | 0.008% | |
| 2/20/2024 | Clarity Capital Partners LLC | 51,197 | $2.72M | 1.9% | N/A | 0.386% | |
| 2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,807 | $202K | 0.0% | N/A | 0.029% | |
| 2/2/2024 | Simplex Trading LLC | 562 | $29K | 0.0% | -45.5% | 0.004% | |
| 1/30/2024 | Tyche Wealth Partners LLC | 22,918 | $1.22M | 0.3% | N/A | 0.173% | |
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| 1/30/2024 | Howard Capital Management Inc. | 5,612 | $298K | 0.0% | -97.1% | 0.042% | |
| 1/26/2024 | Toth Financial Advisory Corp | 99,805 | $5.30M | 0.7% | -6.2% | 0.752% | |
| 1/23/2024 | Parcion Private Wealth LLC | 4,800 | $255K | 0.0% | N/A | 0.036% | |
| 1/23/2024 | CPR Investments Inc. | 4,320 | $229K | 0.2% | -65.9% | 0.033% | |
| 1/18/2024 | Brave Asset Management Inc. | 4,176 | $222K | 0.1% | N/A | 0.031% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 11,979 | $469K | 0.0% | +2.9% | 0.090% | |
| 11/13/2023 | Retirement Planning Co of New England Inc. | 28,282 | $1.11M | 0.6% | -8.1% | 0.213% | |
| 11/13/2023 | Kestra Advisory Services LLC | 7,063 | $277K | 0.0% | N/A | 0.053% | |
| 11/9/2023 | CPR Investments Inc. | 12,682 | $497K | 0.5% | -9.4% | 0.096% | |
| 11/1/2023 | Simplex Trading LLC | 1,032 | $40K | 0.0% | +66.7% | 0.008% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 35,189 | $1.38M | 0.0% | +3.6% | 0.265% | |
| 10/12/2023 | Toth Financial Advisory Corp | 106,424 | $4.17M | 0.6% | -1.9% | 0.802% | |
| 10/12/2023 | IFP Advisors Inc | 2,673 | $105K | 0.0% | -15.5% | 0.020% | |
| 8/11/2023 | Retirement Planning Co of New England Inc. | 30,767 | $1.39M | 0.8% | -2.3% | 0.232% | |
| 8/10/2023 | Private Advisor Group LLC | 18,102 | $850K | 0.0% | +13.1% | 0.136% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 24,928 | $1.12M | 0.0% | -26.3% | 0.188% | |
| 8/4/2023 | Simplex Trading LLC | 619 | $27K | 0.0% | -84.4% | 0.005% | |
| 8/4/2023 | IFP Advisors Inc | 3,162 | $345K | 0.0% | -63.7% | 0.024% | |
| 8/3/2023 | Howard Capital Management Inc. | 177,391 | $7.98M | 1.1% | -36.3% | 1.337% | |
| 8/2/2023 | Parcion Private Wealth LLC | 4,800 | $216K | 0.0% | N/A | 0.036% | |
| 8/1/2023 | Kistler Tiffany Companies LLC | 3,026 | $136K | 0.0% | N/A | 0.023% | |
| 7/21/2023 | Creative Planning | 8,170 | $368K | 0.0% | -39.3% | 0.060% | |
| 7/21/2023 | CPR Investments Inc. | 14,005 | $630K | 0.6% | -53.1% | 0.104% | |
| 7/14/2023 | Cornerstone Wealth Management LLC | 4,800 | $216K | 0.0% | N/A | 0.036% | |
| 7/11/2023 | Brookstone Capital Management | 17,943 | $783K | 0.0% | -83.0% | 0.133% | |
| 5/10/2023 | Private Advisor Group LLC | 16,000 | $556K | 0.0% | N/A | 0.119% | |
| 5/8/2023 | Howard Capital Management Inc. | 278,597 | $9.69M | 1.7% | N/A | 2.064% | |
| 5/8/2023 | CPR Investments Inc. | 29,844 | $1.04M | 1.0% | N/A | 0.221% | |
| 4/27/2023 | Simplex Trading LLC | 3,975 | $138K | 0.0% | N/A | 0.029% | |
| 4/24/2023 | Toth Financial Advisory Corp | 111,769 | $3.89M | 0.6% | -2.1% | 0.828% | |
| 4/21/2023 | Retirement Planning Co of New England Inc. | 31,498 | $1.10M | 0.7% | -4.1% | 0.233% | |
| 4/20/2023 | McGuire Investment Group LLC | 6,000 | $209K | 0.0% | N/A | 0.044% | |
| 4/19/2023 | Brookstone Capital Management | 105,328 | $3.56M | 0.1% | N/A | 0.780% | |
| 4/18/2023 | IFP Advisors Inc | 8,714 | $951K | 0.0% | +266.1% | 0.065% | |
| 2/8/2023 | Belpointe Asset Management LLC | 4,765 | $110K | 0.0% | -53.1% | 0.040% | |
| 2/7/2023 | IFP Advisors Inc | 2,380 | $260K | 0.0% | +197.5% | 0.020% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 9,147 | $210K | 0.0% | -3.9% | 0.076% | |
| 1/24/2023 | Toth Financial Advisory Corp | 114,154 | $2.63M | 0.4% | -1.1% | 0.950% | |
| 11/15/2022 | Belpointe Asset Management LLC | 10,160 | $241K | 0.0% | -18.8% | 0.080% | |
| 11/14/2022 | OLD Mission Capital LLC | 10,390 | $246K | 0.0% | -79.7% | 0.082% | |
| 11/8/2022 | IFP Advisors Inc | 800 | $87K | 0.0% | +166.7% | 0.006% | |
| 11/1/2022 | Kestra Advisory Services LLC | 9,634 | $228K | 0.0% | N/A | 0.076% | |
| 10/19/2022 | Retirement Planning Co of New England Inc. | 33,170 | $785K | 0.6% | +4.9% | 0.263% | |
| 10/14/2022 | Private Advisor Group LLC | 16,000 | $379K | 0.0% | N/A | 0.120% | |
| 9/13/2022 | Brown Advisory Inc. | 7,651 | $219K | 0.0% | -9.5% | 0.052% | |
| 8/5/2022 | OLD Mission Capital LLC | 51,198 | $1.46M | 0.0% | +79.0% | 0.347% | |
| 8/2/2022 | Belpointe Asset Management LLC | 12,511 | $358K | 0.0% | +5.0% | 0.085% | |
| 7/29/2022 | Walker Asset Management LLC | 12,701 | $536K | 0.0% | N/A | 0.086% | |
| 7/25/2022 | Toth Financial Advisory Corp | 115,367 | $3.30M | 0.6% | -3.2% | 0.780% | |
| 7/25/2022 | Walker Asset Management LLC | 12,701 | $536K | 0.0% | N/A | 0.086% | |
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| 5/12/2022 | Gerber Kawasaki Wealth & Investment Management | 4,530 | $226K | 0.0% | N/A | 0.029% | |
| 5/10/2022 | Legacy Wealth Planning LLC | 9,420 | $471K | 0.6% | +100.0% | 0.060% | |
| 5/9/2022 | Northwestern Mutual Wealth Management Co. | 3,200 | $160K | 0.0% | +100.0% | 0.020% | |
| 5/6/2022 | Retirement Planning Co of New England Inc. | 30,046 | $1.50M | 0.8% | +113.7% | 0.190% | |
| 5/6/2022 | CPR Investments Inc. | 4,320 | $216K | 0.2% | +100.0% | 0.027% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 17,660 | $930K | 0.0% | -30.4% | 0.111% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 18,498 | $925K | 0.0% | +106.3% | 0.117% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 65,178 | $3.26M | 0.0% | +404.4% | 0.411% | |
| 5/2/2022 | National Asset Management Inc. | 10,886 | $545K | 0.0% | +100.0% | 0.068% | |
| 5/2/2022 | Integrated Advisors Network LLC | 6,280 | $314K | 0.0% | +4.8% | 0.039% | |
