| 5/16/2025 | NewEdge Advisors LLC | 25,306 | $540K | 0.0% | +8.6% | 0.201% | |
| 5/15/2025 | Royal Bank of Canada | 124,181 | $2.65M | 0.0% | +310.5% | 0.986% | |
| 5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 135,966 | $2.90M | 1.0% | +726.6% | 1.079% | |
| 5/14/2025 | Napa Wealth Management | 53,384 | $1.14M | 0.6% | -5.3% | 0.424% | |
| 5/14/2025 | Lionsbridge Wealth Management LLC | 39,526 | $843K | 0.7% | -11.4% | 0.314% | |
| 5/13/2025 | Raymond James Financial Inc. | 176,743 | $3.77M | 0.0% | +17.8% | 1.403% | |
| 5/13/2025 | Anfield Capital Management LLC | 5,425 | $116K | 0.0% | +36.6% | 0.043% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 54,017 | $1.15M | 0.0% | +6.1% | 0.434% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 32,172 | $686K | 0.0% | -10.3% | 0.258% | |
| 5/9/2025 | Scotia Capital Inc. | 72,890 | $1.56M | 0.0% | +2.0% | 0.585% | |
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| 5/7/2025 | Foundations Investment Advisors LLC | 272,793 | $5.82M | 0.1% | +1.6% | 2.191% | |
| 5/7/2025 | LPL Financial LLC | 414,519 | $8.84M | 0.0% | -3.6% | 3.329% | |
| 5/6/2025 | Cetera Investment Advisers | 185,648 | $3.96M | 0.0% | +7.2% | 1.491% | |
| 5/6/2025 | Triumph Capital Management | 39,046 | $833K | 0.3% | +7.0% | 0.314% | |
| 5/6/2025 | Proficio Capital Partners LLC | 87,656 | $1.87M | 0.1% | -12.6% | 0.704% | |
| 5/2/2025 | Fortress Wealth Management Inc. | 335,890 | $7.17M | 3.7% | -9.6% | 2.698% | |
| 5/1/2025 | 3EDGE Asset Management LP | 51,263 | $1.09M | 0.1% | -43.7% | 0.412% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 215,517 | $4.60M | 0.0% | +8.6% | 1.731% | |
| 4/28/2025 | Oregon Pacific Wealth Management LLC | 23,162 | $494K | 0.5% | +4.3% | 0.186% | |
| 4/28/2025 | Rovin Capital UT ADV | 58,942 | $1.26M | 0.4% | +7.7% | 0.473% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 81,952 | $1.75M | 0.0% | +26.8% | 0.658% | |
| 4/22/2025 | XML Financial LLC | 80,862 | $1.73M | 0.2% | +23.0% | 0.649% | |
| 4/21/2025 | Avior Wealth Management LLC | 44,320 | $945K | 0.0% | +10.3% | 0.356% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 22,000 | $469K | 0.0% | -23.0% | 0.178% | |
| 4/17/2025 | Columbus Macro LLC | 6,957 | $148K | 0.0% | -24.3% | 0.056% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 68,728 | $1.47M | 0.0% | +12.0% | 0.557% | |
| 4/10/2025 | Amplius Wealth Advisors LLC | 26,202 | $559K | 0.1% | +3.6% | 0.212% | |
| 4/9/2025 | NBC Securities Inc. | 4,049 | $86K | 0.0% | +101,125.0% | 0.033% | |
| 4/7/2025 | AdvisorNet Financial Inc | 114,571 | $2.44M | 0.2% | N/A | 0.928% | |
| 4/4/2025 | Quent Capital LLC | 2,850 | $61K | 0.0% | N/A | 0.023% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 61,358 | $1.31M | 0.0% | +4.8% | 0.511% | |
| 2/17/2025 | Visionary Wealth Advisors | 59,416 | $1.27M | 0.1% | +46.2% | 0.642% | |
| 2/17/2025 | Tidal Investments LLC | 25,212 | $540K | 0.0% | -70.5% | 0.273% | |
| 2/17/2025 | Private Capital Management LLC | 39,637 | $849K | 0.1% | N/A | 0.429% | |
| 2/17/2025 | Napa Wealth Management | 56,396 | $1.21M | 0.5% | +29.7% | 0.610% | |
| 2/17/2025 | Family Management Corp | 77,339 | $1.66M | 0.3% | -5.1% | 0.836% | |
| 2/17/2025 | Cetera Investment Advisers | 173,170 | $3.71M | 0.0% | +9.4% | 1.872% | |
| 2/17/2025 | Citadel Advisors LLC | 40,360 | $865K | 0.0% | +30.1% | 0.436% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 35,869 | $768K | 0.0% | N/A | 0.388% | |
| 2/14/2025 | Talon Private Wealth LLC | 36,501 | $782K | 0.3% | N/A | 0.395% | |
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| 2/14/2025 | Stifel Financial Corp | 11,411 | $244K | 0.0% | +12.7% | 0.123% | |
| 2/13/2025 | Scotia Capital Inc. | 71,441 | $1.53M | 0.0% | +4.9% | 0.772% | |
| 2/13/2025 | Raymond James Financial Inc. | 150,028 | $3.21M | 0.0% | N/A | 1.622% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 198,372 | $4.25M | 0.0% | +7.2% | 2.145% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 37,487 | $802K | 0.1% | -1.4% | 0.405% | |
| 2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 16,448 | $352K | 0.1% | -9.2% | 0.178% | |
| 2/11/2025 | LPL Financial LLC | 430,086 | $9.21M | 0.0% | -13.8% | 4.650% | |
| 2/10/2025 | Farther Finance Advisors LLC | 2,220 | $48K | 0.0% | +36.2% | 0.024% | |
| 2/7/2025 | HighTower Advisors LLC | 14,791 | $317K | 0.0% | -13.6% | 0.160% | |
| 2/7/2025 | New England Private Wealth Advisors LLC | 110,748 | $2.37M | 0.4% | +639.2% | 1.197% | |
| 2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 14,400 | $308K | 0.0% | N/A | 0.156% | |
| 2/6/2025 | Raymond James Financial Inc. | 150,028 | $3.21M | 0.0% | N/A | 1.622% | |
| 2/6/2025 | Proficio Capital Partners LLC | 100,271 | $2.15M | 0.0% | -3.0% | 1.084% | |
| 2/6/2025 | Unified Investment Management | 20,872 | $447K | 0.5% | N/A | 0.226% | |
| 2/5/2025 | Proficio Capital Partners LLC | 1,290,785 | $27.65M | 0.0% | +1,148.2% | 13.954% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 64,656 | $1.39M | 0.0% | +4.2% | 0.699% | |
| 1/31/2025 | 3EDGE Asset Management LP | 91,127 | $1.95M | 0.1% | -4.2% | 0.985% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 22,346 | $479K | 0.0% | -8.8% | 0.242% | |
| 1/30/2025 | Principal Securities Inc. | 32,186 | $689K | 0.0% | +5.1% | 0.348% | |
| 1/27/2025 | Consolidated Portfolio Review Corp | 11,554 | $247K | 0.0% | -3.9% | 0.125% | |
| 1/24/2025 | Columbus Macro LLC | 9,194 | $197K | 0.0% | N/A | 0.099% | |
| 1/24/2025 | Oregon Pacific Wealth Management LLC | 22,203 | $476K | 0.5% | N/A | 0.240% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 50,906 | $1.10M | 0.0% | -21.0% | 0.550% | |
| 1/22/2025 | Fortress Wealth Management Inc. | 371,478 | $7.96M | 3.9% | +9.0% | 4.016% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 268,378 | $5.75M | 0.1% | +23.4% | 2.901% | |
| 1/21/2025 | Grimes & Company Inc. | 30,273 | $648K | 0.0% | +27.6% | 0.327% | |
| 1/17/2025 | Avior Wealth Management LLC | 40,165 | $860K | 0.0% | +11.7% | 0.434% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 28,568 | $612K | 0.0% | N/A | 0.309% | |
| 1/17/2025 | XML Financial LLC | 65,746 | $1.41M | 0.1% | +105.3% | 0.711% | |
| 1/16/2025 | Lionsbridge Wealth Management LLC | 44,620 | $956K | 0.8% | -5.3% | 0.482% | |
| 1/14/2025 | Rovin Capital UT ADV | 54,715 | $1.17M | 0.4% | +6.5% | 0.592% | |
| 1/13/2025 | Future Financial Wealth Managment LLC | 2,950 | $63K | 0.0% | +47.5% | 0.032% | |
| 12/3/2024 | Rivernorth Capital Management LLC | 55,200 | $1.23M | 0.1% | -79.0% | 0.597% | |
| 11/25/2024 | Tidal Investments LLC | 85,431 | $1.90M | 0.0% | -5.7% | 0.924% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 38,000 | $844K | 0.1% | -2.0% | 0.411% | |
| 11/15/2024 | Stifel Financial Corp | 10,127 | $225K | 0.0% | N/A | 0.109% | |
| 11/15/2024 | Rivernorth Capital Management LLC | 55,200 | $1.23M | 0.1% | -79.0% | 0.597% | |
| 11/15/2024 | HighTower Advisors LLC | 17,111 | $379K | 0.0% | -5.0% | 0.185% | |
| 11/15/2024 | Hilltop Holdings Inc. | 9,194 | $205K | 0.0% | N/A | 0.099% | |
| 11/7/2024 | Napa Wealth Management | 43,489 | $968K | 0.5% | +34.4% | 0.470% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 62,061 | $1.38M | 0.0% | +14.9% | 0.671% | |
| 11/2/2024 | XML Financial LLC | 32,026 | $713K | 0.1% | +79.1% | 0.346% | |
| 11/1/2024 | Proficio Capital Partners LLC | 103,411 | $2.30M | 0.2% | -54.2% | 1.118% | |
| 11/1/2024 | Lionsbridge Wealth Management LLC | 47,102 | $1.05M | 0.8% | -3.0% | 0.509% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 64,427 | $1.43M | 0.0% | +3.1% | 0.697% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,630 | $36K | 0.0% | N/A | 0.018% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 14,463 | $322K | 0.0% | -27.5% | 0.156% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 24,498 | $545K | 0.0% | +74.0% | 0.265% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 58,531 | $1.30M | 0.0% | +36.1% | 0.633% | |
| 10/24/2024 | Consolidated Portfolio Review Corp | 12,029 | $268K | 0.1% | -18.6% | 0.130% | |
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| 10/23/2024 | Grimes & Company Inc. | 23,723 | $528K | 0.0% | +14.4% | 0.256% | |
| 10/21/2024 | Calton & Associates Inc. | 9,024 | $201K | 0.1% | N/A | 0.098% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 217,417 | $4.84M | 0.1% | +12.6% | 2.350% | |
| 10/18/2024 | Fortress Wealth Management Inc. | 340,909 | $7.59M | 3.8% | +4.3% | 3.686% | |
| 10/16/2024 | Amplius Wealth Advisors LLC | 24,984 | $556K | 0.1% | +2.0% | 0.270% | |
| 10/15/2024 | NBC Securities Inc. | 3,827 | $85K | 0.0% | +62.4% | 0.041% | |
| 10/8/2024 | Future Financial Wealth Managment LLC | 2,000 | $44K | 0.0% | N/A | 0.022% | |
| 8/22/2024 | Cetera Investment Advisers | 147,030 | $3.13M | 0.0% | -23.6% | 1.590% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 14,081 | $300K | 0.0% | +42.4% | 0.152% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 168,398 | $3.59M | 0.0% | -30.2% | 1.821% | |
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