| 8/11/2025 | Purus Wealth Management LLC | 9,004 | $455K | 0.2% | -7.3% | 0.467% | |
| 8/11/2025 | Western Wealth Management LLC | 4,220 | $213K | 0.0% | N/A | 0.219% | |
| 8/8/2025 | Horizon Family Wealth Inc. | 21,767 | $1.10M | 0.7% | -26.6% | 1.128% | |
| 8/7/2025 | CENTRAL TRUST Co | 20,100 | $1.02M | 0.0% | N/A | 1.041% | |
| 8/7/2025 | Allworth Financial LP | 18,987 | $960K | 0.0% | -12.7% | 0.984% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 8,591 | $434K | 0.0% | +13.3% | 0.445% | |
| 7/30/2025 | Pacific Sun Financial Corp | 11,180 | $565K | 0.3% | -6.6% | 0.579% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 6,192 | $313K | 0.1% | -4.6% | 0.321% | |
| 7/25/2025 | CWM LLC | 150,986 | $7.63M | 0.0% | -0.5% | 7.823% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 975 | $49K | 0.0% | N/A | 0.051% | |
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| 7/22/2025 | Belpointe Asset Management LLC | 4,091 | $207K | 0.0% | -5.8% | 0.212% | |
| 7/22/2025 | Berger Financial Group Inc | 18,816 | $951K | 0.1% | +2.2% | 0.975% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 50,297 | $2.54M | 0.7% | -70.7% | 2.606% | |
| 7/11/2025 | Farther Finance Advisors LLC | 22,098 | $1.12M | 0.0% | +804.2% | 1.145% | |
| 7/7/2025 | Investors Research Corp | 15,342 | $776K | 0.2% | -38.7% | 0.795% | |
| 5/16/2025 | Jones Financial Companies Lllp | 4,014 | $188K | 0.0% | +1,260.7% | 0.188% | |
| 5/16/2025 | AQR Capital Management LLC | 34,577 | $1.62M | 0.0% | +72.8% | 1.616% | |
| 5/12/2025 | Berger Financial Group Inc | 18,405 | $861K | 0.1% | -2.3% | 0.860% | |
| 5/9/2025 | Horizon Family Wealth Inc. | 29,663 | $1.39M | 0.9% | +1.1% | 1.386% | |
| 5/6/2025 | Assetmark Inc. | 555 | $26K | 0.0% | -49.4% | 0.026% | |
| 5/1/2025 | CWM LLC | 151,681 | $7.09M | 0.0% | +0.6% | 7.088% | |
| 4/30/2025 | Allworth Financial LP | 21,761 | $996K | 0.0% | -14.4% | 1.017% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 171,485 | $8.02M | 2.2% | +4.6% | 8.013% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 18,041 | $844K | 0.0% | -1.6% | 0.843% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,444 | $114K | 0.0% | N/A | 0.112% | |
| 4/10/2025 | Matrix Trust Co | 22,764 | $1.06M | 0.2% | +48.0% | 1.039% | |
| 4/8/2025 | Investors Research Corp | 25,044 | $1.17M | 0.3% | -21.0% | 1.144% | |
| 2/14/2025 | Berger Financial Group Inc | 18,837 | $933K | 0.1% | +2.9% | 0.868% | |
| 2/14/2025 | IHT Wealth Management LLC | 35,877 | $1.78M | 0.1% | +5.9% | 1.653% | |
| 2/13/2025 | Raymond James Financial Inc. | 5,447 | $270K | 0.0% | N/A | 0.251% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 7,375 | $365K | 0.0% | +25.9% | 0.340% | |
| 2/11/2025 | LPL Financial LLC | 128,620 | $6.37M | 0.0% | -4.7% | 5.927% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 27,442 | $1.36M | 0.0% | +2.9% | 1.265% | |
| 2/6/2025 | Raymond James Financial Inc. | 5,447 | $270K | 0.0% | N/A | 0.251% | |
| 1/30/2025 | Allworth Financial LP | 25,415 | $1.32M | 0.0% | -31.7% | 1.171% | |
| 1/29/2025 | Collier Financial | 1,117 | $55K | 0.0% | N/A | 0.051% | |
| 1/23/2025 | Twelve Points Wealth Management LLC | 163,961 | $8.12M | 2.3% | -0.3% | 7.556% | |
| 1/17/2025 | Avior Wealth Management LLC | 1,116 | $55K | 0.0% | N/A | 0.051% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 4,393 | $218K | 0.0% | N/A | 0.202% | |
| 1/13/2025 | Matrix Trust Co | 15,380 | $762K | 0.1% | +583.3% | 0.709% | |
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| 11/15/2024 | Jane Street Group LLC | 6,618 | $341K | 0.0% | N/A | 0.305% | |
| 11/15/2024 | IHT Wealth Management LLC | 33,868 | $1.74M | 0.0% | +3.8% | 1.561% | |
| 11/13/2024 | FMR LLC | 671 | $35K | 0.0% | -44.9% | 0.031% | |
| 11/12/2024 | Investors Research Corp | 31,868 | $1.64M | 0.4% | -17.4% | 1.469% | |
| 11/5/2024 | Savvy Advisors Inc. | 22,098 | $1.14M | 0.2% | N/A | 1.018% | |
| 10/23/2024 | Allworth Financial LP | 37,201 | $1.92M | 0.0% | -39.5% | 1.714% | |
| 10/16/2024 | Twelve Points Wealth Management LLC | 164,458 | $8.47M | 2.7% | +4.5% | 7.579% | |
| 10/16/2024 | Kaydan Wealth Management Inc. | 4,445 | $229K | 0.1% | -21.7% | 0.205% | |
| 10/9/2024 | Pacific Sun Financial Corp | 12,295 | $633K | 0.3% | -3.8% | 0.567% | |
| 10/9/2024 | Matrix Trust Co | 2,251 | $116K | 0.0% | N/A | 0.104% | |
| 10/8/2024 | CWM LLC | 153,625 | $7.91M | 0.0% | -1.0% | 7.079% | |
| 10/8/2024 | Axiom Advisory LLC | 77,076 | $3.84M | 0.0% | -3.3% | 3.552% | |
| 8/15/2024 | AQR Capital Management LLC | 4,638 | $220K | 0.0% | -5.2% | 0.214% | |
| 7/19/2024 | Pacific Sun Financial Corp | 12,785 | $606K | 0.4% | -3.3% | 0.589% | |
| 7/12/2024 | Twelve Points Wealth Management LLC | 157,431 | $7.47M | 2.6% | +8.8% | 7.255% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 25,864 | $1.26M | 0.0% | -1.0% | 1.209% | |
| 4/23/2024 | Fifth Third Bancorp | 3,450 | $168K | 0.0% | -18.4% | 0.161% | |
| 4/12/2024 | Kaydan Wealth Management Inc. | 5,675 | $276K | 0.1% | +10.4% | 0.265% | |
| 3/6/2024 | Willner & Heller LLC | 11,210 | $510K | 0.6% | N/A | 0.500% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 32,178 | $1.47M | 0.0% | -1.0% | 1.437% | |
| 2/8/2024 | Pacific Sun Financial Corp | 13,940 | $635K | 0.4% | -9.3% | 0.622% | |
| 2/1/2024 | CWM LLC | 156,139 | $7.11M | 0.0% | +0.3% | 6.970% | |
| 1/30/2024 | Investors Research Corp | 42,770 | $1.95M | 0.5% | -1.8% | 1.909% | |
| 1/24/2024 | Allworth Financial LP | 67,719 | $3.08M | 0.0% | -0.7% | 3.023% | |
| 1/19/2024 | Fifth Third Bancorp | 4,227 | $192K | 0.0% | N/A | 0.189% | |
| 1/12/2024 | Twelve Points Wealth Management LLC | 131,515 | $5.99M | 2.8% | +10.4% | 5.871% | |
| 11/13/2023 | LPL Financial LLC | 97,106 | $3.91M | 0.0% | +200.8% | 4.335% | |
| 11/2/2023 | Kaydan Wealth Management Inc. | 5,142 | $207K | 0.1% | +200.0% | 0.230% | |
| 11/1/2023 | Investors Research Corp | 43,569 | $1.75M | 0.5% | +191.2% | 1.945% | |
| 11/1/2023 | Key Financial Inc | 687 | $28K | 0.0% | +200.0% | 0.031% | |
| 10/31/2023 | Allworth Financial LP | 68,172 | $2.75M | 0.0% | +192.4% | 3.043% | |
| 10/31/2023 | American Institute for Advanced Investment Management LLP | 5,481 | $221K | 0.2% | +200.0% | 0.245% | |
| 10/26/2023 | GPS Wealth Strategies Group LLC | 1,101 | $44K | 0.0% | +200.0% | 0.049% | |
| 10/24/2023 | Raymond James & Associates | 5,815 | $234K | 0.0% | +81.4% | 0.260% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 32,514 | $1.31M | 0.0% | +224.4% | 1.452% | |
| 10/23/2023 | FAS Wealth Partners Inc. | 7,824 | $315K | 0.0% | +200.5% | 0.349% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 26,866 | $1.08M | 0.0% | +204.6% | 1.199% | |
| 10/17/2023 | Purus Wealth Management LLC | 10,422 | $420K | 0.3% | +200.2% | 0.465% | |
| 10/11/2023 | CWM LLC | 155,674 | $6.27M | 0.0% | +198.1% | 6.950% | |
| 8/9/2023 | Flow Traders U.S. LLC | 1,581 | $201K | 0.0% | -59.1% | 0.071% | |
| 8/3/2023 | SPC Financial Inc. | 1,600 | $203K | 0.0% | N/A | 0.071% | |
| 8/3/2023 | CWM LLC | 52,229 | $6.63M | 0.0% | +2.9% | 2.332% | |
| 7/31/2023 | LPL Financial LLC | 32,278 | $4.10M | 0.0% | -0.8% | 1.441% | |
| 7/28/2023 | Lion Street Advisors LLC | 1,370 | $231K | 0.1% | N/A | 0.180% | |
| 7/26/2023 | American Institute for Advanced Investment Management LLP | 1,827 | $232K | 0.2% | N/A | 0.240% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 1,646 | $209K | 0.0% | N/A | 0.217% | |
| 7/25/2023 | Raymond James & Associates | 3,205 | $407K | 0.0% | -32.5% | 0.422% | |
| 7/21/2023 | Purus Wealth Management LLC | 3,472 | $441K | 0.3% | -22.7% | 0.457% | |
| 7/18/2023 | Allworth Financial LP | 23,318 | $2.96M | 0.0% | N/A | 3.068% | |
| 7/14/2023 | IMC Chicago LLC | 10,668 | $1.35M | 0.0% | N/A | 1.404% | |
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| 7/13/2023 | Twelve Points Wealth Management LLC | 37,802 | $4.80M | 2.6% | +14.7% | 4.974% | |
| 7/12/2023 | Pacific Sun Financial Corp | 5,585 | $660K | 0.4% | N/A | 0.735% | |
| 5/11/2023 | Investors Research Corp | 14,936 | $1.77M | 0.5% | -2.1% | 1.965% | |
| 5/10/2023 | LPL Financial LLC | 32,534 | $3.85M | 0.0% | -9.8% | 4.281% | |
| 5/1/2023 | CWM LLC | 50,769 | $6M | 0.0% | +6.6% | 6.680% | |
| 4/18/2023 | Twelve Points Wealth Management LLC | 32,949 | $3.89M | 2.2% | +50.4% | 4.335% | |
| 4/17/2023 | GPS Wealth Strategies Group LLC | 367 | $43K | 0.0% | N/A | 0.048% | |
| 2/28/2023 | American Institute for Advanced Investment Management LLP | 1,747 | $204K | 0.2% | N/A | 0.227% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 16,088 | $1.87M | 0.0% | +29.0% | 2.089% | |
| 2/8/2023 | Belpointe Asset Management LLC | 3,309 | $385K | 0.0% | +43.9% | 0.430% | |
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