| 11/12/2024 | Optivise Advisory Services LLC | 18,379 | $472K | 0.2% | N/A | 0.645% | |
| 11/5/2024 | First Heartland Consultants Inc. | 30,530 | $784K | 0.1% | -23.0% | 1.071% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 27,561 | $708K | 0.1% | +48.5% | 0.967% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 13,230 | $331K | 0.0% | -28.1% | 0.464% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 88,605 | $2.11M | 0.0% | -5.3% | 3.109% | |
| 7/25/2024 | First Heartland Consultants Inc. | 39,630 | $946K | 0.1% | -55.9% | 1.391% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 18,412 | $437K | 0.0% | -29.4% | 0.646% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 93,579 | $2.31M | 0.0% | -4.7% | 3.172% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 98,152 | $2.22M | 0.0% | -1.3% | 3.116% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 26,079 | $590K | 0.1% | -48.0% | 0.828% | |
|
| 2/8/2024 | Financial Advocates Investment Management | 20,304 | $459K | 0.0% | +6.7% | 0.645% | |
| 2/8/2024 | First Heartland Consultants Inc. | 148,812 | $3.37M | 0.4% | -14.2% | 4.724% | |
| 2/2/2024 | Sound Financial Strategies Group LLC | 49,886 | $1.13M | 1.0% | -43.0% | 1.584% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 83,513 | $1.89M | 0.2% | -4.5% | 2.651% | |
| 11/13/2023 | LPL Financial LLC | 321,576 | $7.08M | 0.0% | +4.6% | 10.209% | |
| 11/9/2023 | First Heartland Consultants Inc. | 173,518 | $3.82M | 0.5% | +4.5% | 5.509% | |
| 11/6/2023 | Sound Financial Strategies Group LLC | 87,529 | $1.93M | 1.6% | -9.7% | 2.779% | |
| 11/4/2023 | EverSource Wealth Advisors LLC | 50,191 | $1.11M | 0.1% | -30.6% | 1.593% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 99,428 | $2.19M | 0.0% | +2.3% | 3.156% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 13,832 | $315K | 0.0% | -3.8% | 0.439% | |
| 8/10/2023 | Cetera Investment Advisers | 12,727 | $289K | 0.0% | +18.7% | 0.404% | |
| 8/7/2023 | Sound Financial Strategies Group LLC | 96,902 | $2.20M | 1.6% | -3.6% | 3.076% | |
| 8/4/2023 | EverSource Wealth Advisors LLC | 72,272 | $1.64M | 0.2% | -19.3% | 2.294% | |
| 7/31/2023 | LPL Financial LLC | 307,357 | $6.99M | 0.0% | +13.5% | 9.757% | |
| 7/26/2023 | First Heartland Consultants Inc. | 166,043 | $3.78M | 0.5% | +0.8% | 5.356% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 88,698 | $2.02M | 0.2% | +3.1% | 2.861% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 97,167 | $2.21M | 0.0% | +5.1% | 3.134% | |
| 5/22/2023 | Arete Wealth Advisors LLC | 16,849 | $397K | 0.0% | N/A | 0.544% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 92,489 | $2.18M | 0.0% | -3.1% | 2.984% | |
| 5/11/2023 | EverSource Wealth Advisors LLC | 89,527 | $2.11M | 0.3% | +12.2% | 2.888% | |
| 5/11/2023 | Financial Advocates Investment Management | 13,840 | $326K | 0.0% | +21.7% | 0.446% | |
| 5/10/2023 | LPL Financial LLC | 270,806 | $6.38M | 0.0% | +49.2% | 8.736% | |
| 5/2/2023 | Sound Financial Strategies Group LLC | 100,565 | $2.37M | 1.6% | -1.4% | 3.244% | |
| 5/1/2023 | Arete Wealth Advisors LLC | 16,849 | $396.71B | 0.0% | N/A | 0.544% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 3,046 | $72K | 0.0% | N/A | 0.098% | |
| 4/25/2023 | Creative Financial Designs Inc. ADV | 86,040 | $2.03M | 0.3% | N/A | 2.775% | |
| 4/17/2023 | First Heartland Consultants Inc. | 164,651 | $3.88M | 0.6% | +17.5% | 5.581% | |
| 2/9/2023 | EverSource Wealth Advisors LLC | 79,810 | $1.87M | 0.3% | +12.7% | 2.705% | |
| 2/8/2023 | Sunbelt Securities Inc. | 15,535 | $364K | 0.1% | +13.3% | 0.527% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 95,488 | $2.24M | 0.0% | +6.1% | 3.237% | |
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| 2/7/2023 | LPL Financial LLC | 181,483 | $4.26M | 0.0% | N/A | 6.152% | |
| 2/7/2023 | IFP Advisors Inc | 3,878 | $98K | 0.0% | +62.2% | 0.131% | |
| 2/6/2023 | Arete Wealth Advisors LLC | 16,849 | $395.31B | 0.0% | N/A | 0.571% | |
| 1/30/2023 | Sound Financial Strategies Group LLC | 101,945 | $2.39M | 1.7% | -15.3% | 3.456% | |
| 1/13/2023 | First Heartland Consultants Inc. | 140,087 | $3.29M | 0.5% | +34.1% | 4.831% | |
| 11/9/2022 | Sound Financial Strategies Group LLC | 120,331 | $2.70M | 4.0% | +8.9% | 4.457% | |
| 11/8/2022 | IFP Advisors Inc | 2,391 | $65K | 0.0% | +60.8% | 0.089% | |
| 11/7/2022 | EverSource Wealth Advisors LLC | 70,830 | $1.59M | 0.4% | +55.2% | 2.623% | |
| 10/20/2022 | First Heartland Consultants Inc. | 104,467 | $2.34M | 0.2% | +198.8% | 3.799% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 90,003 | $2.02M | 0.0% | +78.2% | 3.396% | |
| 8/11/2022 | Cetera Advisor Networks LLC | 13,854 | $340K | 0.0% | +25.6% | 0.554% | |
| 8/1/2022 | EverSource Wealth Advisors LLC | 45,639 | $1.12M | 0.3% | +136.3% | 1.826% | |
| 7/25/2022 | Sound Financial Strategies Group LLC | 110,521 | $2.71M | 2.1% | +6,190.3% | 4.511% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 50,519 | $1.24M | 0.0% | +86.6% | 2.062% | |
| 7/12/2022 | First Heartland Consultants Inc. | 34,963 | $858K | 0.1% | +174.0% | 1.427% | |
| 5/25/2022 | EverSource Wealth Advisors LLC | 19,316 | $528K | 0.1% | N/A | 0.878% | |
| 5/16/2022 | Frontier Asset Management LLC | 179,781 | $5.94M | 4.2% | N/A | 8.362% | |
| 5/5/2022 | Sound Financial Strategies Group LLC | 1,757 | $48K | 0.0% | N/A | 0.082% | |
| 4/21/2022 | First Heartland Consultants Inc. | 12,758 | $349K | 0.1% | N/A | 0.593% | |
