| 5/16/2024 | Jane Street Group LLC | 91,576 | $3.98M | 0.0% | -10.8% | 7.631% | |
| 5/7/2024 | Insight Advisors LLC PA | 28,903 | $1.26M | 0.2% | N/A | 2.628% | |
| 4/30/2024 | Private Advisor Group LLC | 137,365 | $5.96M | 0.0% | +6.1% | 12.488% | |
| 4/23/2024 | KLR Investment Advisors LLC | 19,462 | $826K | 0.6% | -2.4% | 1.769% | |
| 4/18/2024 | Oxinas Partners Wealth Management LLC | 12,898 | $560K | 0.4% | N/A | 1.173% | |
| 4/18/2024 | Claro Advisors LLC | 7,193 | $312K | 0.1% | +23.1% | 0.654% | |
|
| 4/11/2024 | RFG Advisory LLC | 42,766 | $1.86M | 0.1% | N/A | 3.888% | |
| 4/5/2024 | NBC Securities Inc. | 23,473 | $1.12M | 0.1% | +98.3% | 4.695% | |
| 2/8/2024 | KLR Investment Advisors LLC | 19,933 | $875K | 0.6% | +1.8% | 3.987% | |
| 2/7/2024 | NBC Securities Inc. | 11,840 | $519K | 0.1% | +52.2% | 2.368% | |
| 2/6/2024 | Private Advisor Group LLC | 129,493 | $5.68M | 0.0% | +18.8% | 25.899% | |
| 1/25/2024 | International Assets Investment Management LLC | 27,209 | $1.19M | 0.0% | N/A | 5.442% | |
| 1/24/2024 | International Assets Investment Management LLC | 27,209 | $1.19M | 0.0% | N/A | 5.442% | |
| 1/12/2024 | My Legacy Advisors LLC | 14,444 | $633K | 0.2% | +52.4% | 2.889% | |
| 11/8/2023 | KLR Investment Advisors LLC | 19,587 | $863K | 0.8% | -3.6% | 3.917% | |
| 11/4/2023 | NBC Securities Inc. | 7,779 | $324K | 0.0% | N/A | 1.556% | |
| 10/20/2023 | My Legacy Advisors LLC | 9,478 | $385K | 0.2% | +14.0% | 1.896% | |
| 10/16/2023 | RFG Advisory LLC | 23,971 | $999K | 0.0% | +5.2% | 4.794% | |
| 8/10/2023 | Private Advisor Group LLC | 109,111 | $4.71M | 0.0% | +51.0% | 21.822% | |
| 8/8/2023 | KLR Investment Advisors LLC | 20,315 | $881K | 0.7% | +2.7% | 4.063% | |
| 8/8/2023 | Claro Advisors LLC | 5,722 | $248K | 0.1% | +10.5% | 1.144% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 27,807 | $1.21M | 0.0% | +2.5% | 5.561% | |
| 8/3/2023 | RFG Advisory LLC | 22,782 | $989K | 0.0% | +7.3% | 4.556% | |
| 8/2/2023 | Bank of Montreal Can | 2,477 | $108K | 0.0% | N/A | 0.495% | |
| 7/31/2023 | LPL Financial LLC | 51,197 | $2.22M | 0.0% | +13.2% | 10.239% | |
| 7/14/2023 | My Legacy Advisors LLC | 8,317 | $363K | 0.1% | +14.7% | 1.663% | |
| 5/15/2023 | KLR Investment Advisors LLC | 19,790 | $872K | 0.8% | N/A | 3.958% | |
| 5/10/2023 | Private Advisor Group LLC | 72,255 | $3.19M | 0.0% | N/A | 14.451% | |
| 5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,553 | $68K | 0.0% | N/A | 0.311% | |
| 5/9/2023 | RFG Advisory LLC | 21,228 | $936K | 0.0% | -1.1% | 4.246% | |
| 5/1/2023 | Truadvice LLC | 7,858 | $347K | 0.1% | +5.2% | 1.572% | |
| 4/17/2023 | Claro Advisors LLC | 5,179 | $228K | 0.1% | N/A | 1.036% | |
| 4/13/2023 | Trinity Wealth Management LLC | 8,107 | $357K | 0.2% | N/A | 1.621% | |
| 4/11/2023 | My Legacy Advisors LLC | 7,253 | $323K | 0.1% | +32.8% | 1.451% | |
| 2/10/2023 | CoreCap Advisors LLC | 1,871 | $81K | 0.0% | N/A | 0.374% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 11,328 | $493K | 0.0% | N/A | 2.266% | |
| 2/7/2023 | My Legacy Advisors LLC | 5,462 | $244K | 0.1% | N/A | 1.092% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 26,163 | $1.14M | 0.0% | +16.1% | 5.233% | |
| 1/26/2023 | Walkner Condon Financial Advisors LLC | 5,403 | $235K | 0.1% | N/A | 1.081% | |
| 1/20/2023 | Truadvice LLC | 7,467 | $332K | 0.2% | -4.2% | 1.493% | |
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| 11/10/2022 | RFG Advisory LLC | 23,230 | $985K | 0.1% | +1.4% | 4.646% | |
| 11/7/2022 | Truadvice LLC | 7,791 | $332K | 0.2% | -5.7% | 1.558% | |
| 10/14/2022 | Private Advisor Group LLC | 77,932 | $3.40M | 0.0% | +7.7% | 15.586% | |
| 8/13/2022 | RFG Advisory LLC | 22,917 | $1.07M | 0.1% | -2.8% | 2.865% | |
| 8/11/2022 | CoreCap Advisors LLC | 1,931 | $89K | 0.0% | N/A | 0.241% | |
| 7/29/2022 | Patriot Financial Group Insurance Agency LLC | 868 | $40K | 0.0% | -46.9% | 0.109% | |
| 7/26/2022 | Private Wealth Strategies L.L.C. | 183,564 | $8.42M | 2.3% | +0.8% | 22.946% | |
| 7/19/2022 | Good Life Advisors LLC | 13,634 | $625K | 0.1% | N/A | 1.704% | |
| 7/13/2022 | Flagship Harbor Advisors LLC | 32,543 | $1.49M | 0.2% | N/A | 4.068% | |
| 7/13/2022 | Private Advisor Group LLC | 72,327 | $3.32M | 0.0% | +21.4% | 9.041% | |
| 7/11/2022 | Stewardship Advisors LLC | 11,497 | $527K | 0.2% | +3.7% | 1.437% | |
| 5/12/2022 | Private Advisor Group LLC | 59,593 | $2.86M | 0.0% | +8.5% | 7.449% | |
| 5/11/2022 | RFG Advisory LLC | 23,574 | $1.13M | 0.1% | N/A | 2.947% | |
| 5/11/2022 | Patriot Financial Group Insurance Agency LLC | 1,634 | $78K | 0.0% | -35.5% | 0.204% | |
| 5/10/2022 | Truadvice LLC | 8,107 | $375K | 0.2% | -10.0% | 1.013% | |
| 4/29/2022 | Private Wealth Strategies L.L.C. | 182,138 | $8.72M | 2.2% | -1.2% | 22.767% | |
| 4/11/2022 | Stewardship Advisors LLC | 11,092 | $531K | 0.2% | N/A | 1.387% | |
| 2/10/2022 | Private Advisor Group LLC | 54,936 | $2.76M | 0.0% | -42.1% | 6.867% | |
| 2/9/2022 | Truadvice LLC | 9,003 | $444K | 0.4% | +6.9% | 1.125% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 4,596 | $231K | 0.0% | N/A | 0.575% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 1,755 | $88K | 0.0% | +115.3% | 0.219% | |
| 1/18/2022 | Professional Financial Advisors LLC | 625 | $31K | 0.0% | N/A | 0.078% | |
| 1/10/2022 | Patriot Financial Group Insurance Agency LLC | 2,534 | $127K | 0.0% | -11.6% | 0.317% | |
| 11/16/2021 | Jane Street Group LLC | 68,364 | $3.47M | 0.0% | +1,004.2% | 8.546% | |
| 11/16/2021 | JD Financial Services Inc. | 39,522 | $2.00M | 1.8% | +8.4% | 4.940% | |
| 11/12/2021 | OLD Mission Capital LLC | 5,977 | $303K | 0.0% | -34.3% | 0.747% | |
| 11/9/2021 | Truadvice LLC | 8,420 | $427K | 0.4% | -54.8% | 1.053% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 815 | $41K | 0.0% | N/A | 0.102% | |
| 11/2/2021 | Private Wealth Strategies L.L.C. | 184,257 | $9.34M | 2.3% | +3.3% | 23.032% | |
| 10/14/2021 | Private Advisor Group LLC | 94,842 | $4.81M | 0.0% | +100.5% | 11.855% | |
| 8/17/2021 | First Wilshire Securities Management Inc. | 7,868 | $400K | 0.1% | -11.3% | 1.124% | |
| 8/13/2021 | OLD Mission Capital LLC | 9,094 | $463K | 0.0% | +13.2% | 1.299% | |
| 8/12/2021 | Private Advisor Group LLC | 47,300 | $2.41M | 0.0% | +34.5% | 6.757% | |
| 8/2/2021 | Private Wealth Strategies L.L.C. | 178,308 | $9.07M | 2.3% | +3.2% | 25.473% | |
| 8/1/2021 | Patriot Financial Group Insurance Agency LLC | 2,898 | $147K | 0.0% | -57.3% | 0.414% | |
| 5/19/2021 | JD Financial Services Inc. | 15,459 | $785K | 1.0% | N/A | 2.208% | |
| 5/18/2021 | Citadel Advisors LLC | 35,708 | $1.81M | 0.0% | -29.8% | 5.101% | |
| 5/18/2021 | Jane Street Group LLC | 5,036 | $256K | 0.0% | -93.6% | 0.719% | |
| 5/17/2021 | First Wilshire Securities Management Inc. | 8,868 | $450K | 0.2% | N/A | 1.267% | |
| 5/12/2021 | UBS Group AG | 1,683 | $85K | 0.0% | N/A | 0.240% | |
| 5/7/2021 | Sowell Financial Services LLC | 7,141 | $364K | 0.0% | +10.6% | 1.020% | |
| 4/30/2021 | Truadvice LLC | 16,251 | $827K | 0.2% | -29.0% | 2.322% | |
| 4/22/2021 | Private Advisor Group LLC | 35,169 | $1.79M | 0.0% | +4.7% | 5.024% | |
| 4/13/2021 | Private Wealth Strategies L.L.C. | 172,839 | $8.78M | 2.4% | +21.5% | 24.691% | |
| 2/17/2021 | Jane Street Group LLC | 78,881 | $4.06M | 0.0% | +29.3% | 13.147% | |
| 1/28/2021 | Truadvice LLC | 22,889 | $1.18M | 0.4% | +16.8% | 3.815% | |
| 1/15/2021 | Patriot Financial Group Insurance Agency LLC | 12,223 | $628K | 0.2% | -5.0% | 2.037% | |
| 1/15/2021 | Private Wealth Strategies L.L.C. | 142,291 | $7.31M | 2.2% | +8.6% | 23.715% | |
| 1/13/2021 | Sowell Financial Services LLC | 6,458 | $332K | 0.0% | +10.5% | 1.076% | |
| 11/17/2020 | Jane Street Group LLC | 61,019 | $3.16M | 0.0% | N/A | 10.170% | |
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| 10/22/2020 | Truadvice LLC | 19,593 | $1.01M | 0.4% | N/A | 3.266% | |
| 10/21/2020 | Patriot Financial Group Insurance Agency LLC | 12,868 | $666K | 0.2% | +14.5% | 2.145% | |
| 10/13/2020 | Private Wealth Strategies L.L.C. | 131,032 | $6.78M | 2.4% | +16.3% | 21.839% | |
| 7/14/2020 | Private Wealth Strategies L.L.C. | 112,631 | $5.78M | 2.6% | -4.8% | 0.000% | |
| 7/10/2020 | Patriot Financial Group Insurance Agency LLC | 11,234 | $576K | 0.2% | +31.3% | 0.000% | |
| 5/15/2020 | Jane Street Group LLC | 60,608 | $3.03M | 0.0% | -32.9% | 0.000% | |
| 5/12/2020 | Sowell Financial Services LLC | 5,424 | $271K | 0.0% | N/A | 0.000% | |
