| 11/15/2024 | Orion Portfolio Solutions LLC | 41,482 | $3.32M | 0.1% | -5.2% | 1.007% | |
| 11/15/2024 | Stifel Financial Corp | 43,965 | $3.52M | 0.0% | +5.4% | 1.067% | |
| 11/13/2024 | Carlson Capital Management | 6,317 | $505K | 0.0% | -12.2% | 0.153% | |
| 11/13/2024 | Private Trust Co. NA | 2,065 | $165K | 0.0% | +78.8% | 0.050% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 11,710 | $937K | 0.0% | +5.0% | 0.284% | |
| 11/5/2024 | Ashton Thomas Private Wealth LLC | 15,291 | $1.22M | 0.1% | +4.8% | 0.371% | |
|
| 11/4/2024 | Sigma Planning Corp | 4,003 | $320K | 0.0% | N/A | 0.097% | |
| 10/30/2024 | Leslie Global Wealth LLC | 66,959 | $5.36M | 2.6% | -4.6% | 1.625% | |
| 10/25/2024 | Financial Advocates Investment Management | 13,282 | $1.06M | 0.1% | -5.3% | 0.322% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 3,308 | $265K | 0.0% | +11.3% | 0.080% | |
| 10/23/2024 | Team Financial Group LLC | 98,018 | $7.84M | 4.8% | +2.6% | 2.379% | |
| 10/18/2024 | Raymond James & Associates | 57,973 | $4.64M | 0.0% | +96.1% | 1.407% | |
| 10/16/2024 | Prism Advisors Inc. | 252,821 | $20.23M | 5.8% | +27.8% | 6.136% | |
| 10/10/2024 | Koshinski Asset Management Inc. | 2,520 | $202K | 0.0% | N/A | 0.061% | |
| 10/8/2024 | CWM LLC | 92,887 | $7.43M | 0.0% | -1.6% | 2.255% | |
| 10/7/2024 | Foresight Capital Management Advisors Inc. | 11,861 | $949K | 0.6% | +15.9% | 0.288% | |
| 8/22/2024 | Cetera Investment Advisers | 55,520 | $4.05M | 0.0% | +12.4% | 1.348% | |
| 8/14/2024 | Team Financial Group LLC | 95,518 | $6.97M | 4.7% | +4.9% | 2.318% | |
| 8/13/2024 | Legacy Financial Advisors Inc. | 210,497 | $15.36M | 2.7% | +11.1% | 5.109% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 11,149 | $814K | 0.0% | +45.7% | 0.271% | |
| 8/13/2024 | AE Wealth Management LLC | 68,059 | $4.97M | 0.0% | +34.3% | 1.652% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 110,966 | $8.10M | 0.0% | -3.9% | 2.693% | |
| 8/8/2024 | LPL Financial LLC | 496,639 | $36.25M | 0.0% | +24.6% | 12.054% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 14,591 | $1.07M | 0.1% | +18.8% | 0.354% | |
| 8/1/2024 | Private Wealth Strategies L.L.C. | 185,964 | $13.57M | 2.7% | +1.8% | 4.514% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 67,163 | $4.90M | 0.0% | +10.1% | 1.630% | |
| 7/29/2024 | Ridgewood Investments LLC | 1,274 | $93K | 0.1% | N/A | 0.031% | |
| 7/29/2024 | Financial Advocates Investment Management | 14,019 | $1.02M | 0.1% | -24.9% | 0.340% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 60,334 | $4.40M | 0.0% | -12.6% | 1.464% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 239,821 | $17.50M | 0.0% | -0.2% | 5.821% | |
| 7/19/2024 | Raymond James & Associates | 29,566 | $2.16M | 0.0% | +17.4% | 0.718% | |
| 7/15/2024 | Fifth Third Securities Inc. | 24,443 | $1.78M | 0.2% | N/A | 0.593% | |
| 7/11/2024 | Carlson Capital Management | 7,198 | $525K | 0.0% | -5.5% | 0.175% | |
| 7/11/2024 | Foresight Capital Management Advisors Inc. | 10,234 | $747K | 0.5% | -1.8% | 0.248% | |
| 7/10/2024 | Prism Advisors Inc. | 197,854 | $14.44M | 4.4% | N/A | 4.802% | |
| 7/10/2024 | CWM LLC | 94,419 | $6.89M | 0.0% | -7.5% | 2.292% | |
| 7/8/2024 | RVW Wealth LLC | 9,895 | $722K | 0.1% | -63.4% | 0.240% | |
| 5/24/2024 | Cetera Advisors LLC | 9,662 | $730K | 0.0% | N/A | 0.235% | |
| 5/24/2024 | Cetera Investment Advisers | 49,407 | $3.74M | 0.0% | +702.8% | 1.199% | |
| 5/21/2024 | LRI Investments LLC | 5,434 | $411K | 0.1% | N/A | 0.132% | |
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| 5/15/2024 | LRI Investments LLC | 5,434 | $402K | 0.1% | N/A | 0.132% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 3,970 | $300K | 0.0% | -14.6% | 0.096% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 60,992 | $4.61M | 0.0% | +24.7% | 1.605% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 69,048 | $5.22M | 0.0% | +14.7% | 1.817% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 240,291 | $18.17M | 0.0% | +0.2% | 6.323% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 12,280 | $928K | 0.1% | +26.7% | 0.323% | |
| 4/19/2024 | Kovack Advisors Inc. | 50,461 | $3.82M | 0.5% | +0.5% | 1.328% | |
| 4/12/2024 | Carlson Capital Management | 7,620 | $576K | 0.0% | -90.3% | 0.339% | |
| 4/8/2024 | RVW Wealth LLC | 27,021 | $2.04M | 0.2% | -1.0% | 1.201% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 542 | $37K | 0.0% | N/A | 0.024% | |
| 2/13/2024 | Belpointe Asset Management LLC | 3,303 | $226K | 0.0% | N/A | 0.147% | |
| 2/12/2024 | Private Wealth Strategies L.L.C. | 181,242 | $12.42M | 2.8% | +0.5% | 8.055% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 60,202 | $4.13M | 0.0% | +1.5% | 2.676% | |
| 2/9/2024 | Corient Private Wealth LLC | 45,163 | $3.10M | 0.0% | -3.5% | 2.007% | |
| 2/6/2024 | Avalon Trust Co | 2,048 | $140K | 0.0% | N/A | 0.091% | |
| 2/6/2024 | Coulter & Justus Financial Services LLC | 3,717 | $255K | 0.2% | N/A | 0.165% | |
| 2/2/2024 | Kovack Advisors Inc. | 50,229 | $3.44M | 0.4% | +78.5% | 2.232% | |
| 2/1/2024 | Prism Advisors Inc. | 4,222 | $289K | 0.1% | N/A | 0.188% | |
| 2/1/2024 | CWM LLC | 103,973 | $7.13M | 0.0% | -4.3% | 4.621% | |
| 1/29/2024 | Koshinski Asset Management Inc. | 4,650 | $319K | 0.0% | N/A | 0.207% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 14,568 | $998K | 0.0% | -9.5% | 0.647% | |
| 1/24/2024 | Private Trust Co. NA | 1,233 | $84K | 0.0% | -40.1% | 0.055% | |
| 1/19/2024 | Patriot Financial Group Insurance Agency LLC | 3,089 | $212K | 0.0% | N/A | 0.137% | |
| 1/18/2024 | Good Life Advisors LLC | 6,780 | $465K | 0.0% | +101.1% | 0.301% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 239,791 | $16.43M | 0.0% | -3.7% | 10.657% | |
| 1/16/2024 | Raymond James & Associates | 25,208 | $1.73M | 0.0% | +18.4% | 1.120% | |
| 1/16/2024 | Carlson Capital Management | 78,454 | $5.38M | 0.3% | +3.7% | 3.487% | |
| 1/9/2024 | DB Wealth Management Group LLC | 358 | $25K | 0.0% | N/A | 0.016% | |
| 11/21/2023 | Carlson Capital Management | 75,632 | $4.67M | 0.3% | -0.9% | 3.361% | |
| 11/13/2023 | Stifel Financial Corp | 53,991 | $3.34M | 0.0% | +1.4% | 2.400% | |
| 11/13/2023 | LPL Financial LLC | 276,410 | $17.07M | 0.0% | +32.2% | 12.285% | |
| 11/13/2023 | Kestra Advisory Services LLC | 18,535 | $1.15M | 0.0% | N/A | 0.824% | |
| 11/7/2023 | Avant Capital LLC | 3,676 | $227K | 0.3% | N/A | 0.163% | |
| 11/3/2023 | Private Advisor Group LLC | 39,859 | $2.46M | 0.0% | N/A | 1.772% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 248,948 | $15.38M | 0.0% | -2.0% | 11.064% | |
| 10/24/2023 | Raymond James & Associates | 21,293 | $1.32M | 0.0% | N/A | 0.946% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 59,315 | $3.66M | 0.0% | +317.8% | 2.636% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 26,963 | $1.67M | 0.0% | +9.7% | 1.198% | |
| 10/18/2023 | Private Trust Co. NA | 2,060 | $127K | 0.0% | +20.3% | 0.092% | |
| 10/11/2023 | CWM LLC | 108,687 | $6.71M | 0.0% | -2.5% | 4.831% | |
| 10/10/2023 | Private Wealth Strategies L.L.C. | 180,387 | $11.14M | 2.7% | +0.4% | 8.017% | |
| 8/11/2023 | Smith Moore & CO. | 3,198 | $200K | 0.0% | N/A | 0.142% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 24,582 | $1.54M | 0.0% | +25.1% | 1.093% | |
| 8/10/2023 | Cambria Investment Management L.P. | 4,082 | $255K | 0.0% | +19.2% | 0.181% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 20,503 | $1.28M | 0.0% | +115.5% | 0.911% | |
| 8/10/2023 | Cetera Investment Advisers | 5,747 | $360K | 0.0% | -12.1% | 0.255% | |
| 8/3/2023 | CWM LLC | 111,448 | $6.97M | 0.0% | -1.0% | 4.953% | |
| 7/31/2023 | LPL Financial LLC | 209,058 | $13.08M | 0.0% | -25.5% | 8.568% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 254,052 | $15.89M | 0.0% | -0.3% | 10.412% | |
| 7/24/2023 | Carlson Capital Management | 76,314 | $4.77M | 0.3% | +6.8% | 3.128% | |
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| 7/18/2023 | Stratos Wealth Partners LTD. | 15,952 | $998K | 0.0% | +29.9% | 0.654% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 14,196 | $888K | 0.0% | -31.8% | 0.582% | |
| 5/11/2023 | Tacita Capital Inc | 715 | $42K | 0.0% | -26.3% | 0.029% | |
| 5/11/2023 | Cambria Investment Management L.P. | 3,424 | $201K | 0.0% | -6.6% | 0.140% | |
| 5/10/2023 | LPL Financial LLC | 280,445 | $16.45M | 0.0% | +104.7% | 11.494% | |
| 5/8/2023 | Private Wealth Strategies L.L.C. | 177,058 | $10.38M | 2.6% | +1.4% | 7.256% | |
| 5/5/2023 | Valtinson Bruner Financial Planning LLC | 3,811 | $223K | 0.1% | -8.0% | 0.156% | |
| 5/1/2023 | CWM LLC | 112,532 | $6.60M | 0.0% | -2.1% | 4.612% | |
| 4/27/2023 | Stratos Wealth Partners LTD. | 12,281 | $720K | 0.0% | -20.1% | 0.503% | |
| 4/25/2023 | Ridgewood Investments LLC | 1,274 | $75K | 0.0% | N/A | 0.052% | |
