| 4/28/2025 | Clarity Capital Partners LLC | 5,835 | $253K | 0.1% | +17.4% | 0.125% | |
| 4/23/2025 | Spire Wealth Management | 2,140 | $93K | 0.0% | -36.6% | 0.046% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 24,783 | $1.07M | 0.0% | -3.2% | 0.533% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 5,582 | $237K | 0.0% | N/A | 0.120% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 95,534 | $4.14M | 0.0% | +4.2% | 2.011% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 91,700 | $3.98M | 0.0% | -1.9% | 1.931% | |
| 2/18/2025 | GTS Securities LLC | 15,344 | $665K | 0.0% | N/A | 0.388% | |
| 2/17/2025 | Cetera Investment Advisers | 11,762 | $510K | 0.0% | +12.3% | 0.298% | |
| 2/17/2025 | Citadel Advisors LLC | 25,469 | $1.10M | 0.0% | -29.5% | 0.645% | |
| 2/17/2025 | Bank of America Corp DE | 27,122 | $1.18M | 0.0% | +11.2% | 0.687% | |
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| 2/13/2025 | Raymond James Financial Inc. | 28,965 | $1.26M | 0.0% | N/A | 0.733% | |
| 2/13/2025 | Sumitomo Mitsui Financial Group Inc. | 1,455 | $63K | 0.0% | -16.9% | 0.037% | |
| 2/13/2025 | Wells Fargo & Company MN | 768 | $33K | 0.0% | +76,700.0% | 0.019% | |
| 2/11/2025 | LPL Financial LLC | 100,449 | $4.35M | 0.0% | +40.0% | 2.543% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 45,989 | $1.99M | 0.0% | -10.3% | 1.164% | |
| 2/6/2025 | Raymond James Financial Inc. | 28,965 | $1.26M | 0.0% | N/A | 0.733% | |
| 2/4/2025 | Wealthgarden F.S. LLC | 10,834 | $470K | 0.4% | N/A | 0.274% | |
| 1/29/2025 | Clarity Capital Partners LLC | 4,972 | $216K | 0.1% | N/A | 0.126% | |
| 1/28/2025 | Newbridge Financial Services Group Inc. | 13,900 | $603K | 0.2% | N/A | 0.352% | |
| 1/16/2025 | Sugar Maple Asset Management LLC | 1,020 | $44K | 0.0% | N/A | 0.026% | |
| 11/15/2024 | HighTower Advisors LLC | 8,273 | $358K | 0.0% | +7.1% | 0.209% | |
| 11/13/2024 | FMR LLC | 15,389 | $666K | 0.0% | +18.1% | 0.390% | |
| 11/6/2024 | Schrum Private Wealth Management LLC | 6,754 | $293K | 0.2% | N/A | 0.171% | |
| 11/5/2024 | Harbour Investments Inc. | 6,363 | $276K | 0.0% | -13.9% | 0.161% | |
| 11/2/2024 | XML Financial LLC | 4,988 | $216K | 0.0% | -11.1% | 0.126% | |
| 10/25/2024 | Integrated Advisors Network LLC | 20,605 | $892K | 0.0% | -1.4% | 0.522% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 93,479 | $4.05M | 0.0% | +4.3% | 2.367% | |
| 10/8/2024 | Atomi Financial Group Inc. | 4,977 | $216K | 0.0% | -10.8% | 0.126% | |
| 10/8/2024 | Williams & Novak LLC | 5,050 | $219K | 0.2% | -30.8% | 0.128% | |
| 9/11/2024 | Newbridge Financial Services Group Inc. | 14,623 | $598K | 0.2% | -4.8% | 0.370% | |
| 8/8/2024 | Wealthgarden F.S. LLC | 10,834 | $443K | 0.5% | N/A | 0.274% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 55,158 | $2.25M | 0.0% | -2.7% | 1.396% | |
| 7/26/2024 | Harbour Investments Inc. | 7,386 | $302K | 0.0% | -9.7% | 0.187% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 31,256 | $1.28M | 0.0% | +7.0% | 0.791% | |
| 7/26/2024 | Atomi Financial Group Inc. | 5,581 | $228K | 0.0% | +9.9% | 0.141% | |
| 7/23/2024 | XML Financial LLC | 5,609 | $229K | 0.0% | N/A | 0.142% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 89,603 | $3.66M | 0.0% | +0.9% | 2.268% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 7,300 | $298K | 0.0% | -18.3% | 0.185% | |
| 7/12/2024 | Williams & Novak LLC | 7,300 | $298K | 0.3% | -18.3% | 0.185% | |
| 5/24/2024 | Cetera Advisors LLC | 5,521 | $218K | 0.0% | -5.9% | 0.140% | |
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| 5/7/2024 | Atomi Financial Group Inc. | 5,077 | $200K | 0.0% | N/A | 0.129% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 56,695 | $2.24M | 0.0% | +25.8% | 1.435% | |
| 4/24/2024 | Newbridge Financial Services Group Inc. | 15,364 | $606K | 0.3% | -2.9% | 0.389% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 88,842 | $3.50M | 0.0% | -0.5% | 2.249% | |
| 4/11/2024 | 17 Capital Partners LLC | 5,210 | $205K | 0.2% | N/A | 0.064% | |
| 2/6/2024 | Lincoln National Corp | 16,102 | $564K | 0.0% | -36.0% | 0.196% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 8,461 | $296K | 0.0% | -5.7% | 0.103% | |
| 1/26/2024 | Williams & Novak LLC | 8,940 | $313K | 0.4% | N/A | 0.109% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 28,385 | $993K | 0.0% | +1.3% | 0.346% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 8,940 | $311K | 0.0% | -23.9% | 0.109% | |
| 11/16/2023 | Integrated Advisors Network LLC | 20,910 | $671K | 0.0% | -5.4% | 0.255% | |
| 11/8/2023 | Spire Wealth Management | 3,598 | $115K | 0.0% | -18.0% | 0.044% | |
| 11/8/2023 | Moors & Cabot Inc. | 20,139 | $646K | 0.0% | -5.8% | 0.246% | |
| 11/8/2023 | Kestra Private Wealth Services LLC | 8,973 | $288K | 0.0% | -86.6% | 0.109% | |
| 11/6/2023 | Lincoln National Corp | 25,152 | $807K | 0.0% | -11.3% | 0.307% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 28,018 | $899K | 0.0% | -3.9% | 0.342% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 50,611 | $1.63M | 0.0% | -15.7% | 0.617% | |
| 10/18/2023 | Demars Financial Group LLC | 35,776 | $1.15M | 0.7% | -3.9% | 0.436% | |
| 10/17/2023 | Newbridge Financial Services Group Inc. | 17,165 | $551K | 0.3% | -11.3% | 0.209% | |
| 10/12/2023 | IFP Advisors Inc | 9,350 | $300K | 0.0% | -25.5% | 0.114% | |
| 10/11/2023 | Dynamic Advisor Solutions LLC | 11,740 | $377K | 0.0% | -7.1% | 0.143% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 60,037 | $1.97M | 0.0% | -28.3% | 0.732% | |
| 8/10/2023 | Moors & Cabot Inc. | 21,384 | $702K | 0.0% | +7.5% | 0.261% | |
| 8/9/2023 | Spire Wealth Management | 4,388 | $144K | 0.0% | -10.5% | 0.054% | |
| 8/9/2023 | Coastal Investment Advisors Inc. | 1,000 | $33K | 0.0% | N/A | 0.012% | |
| 8/8/2023 | Kestra Private Wealth Services LLC | 67,163 | $2.20M | 0.1% | -0.7% | 0.819% | |
| 8/7/2023 | Lincoln National Corp | 28,370 | $931K | 0.0% | -7.4% | 0.346% | |
| 8/4/2023 | IFP Advisors Inc | 12,548 | $314K | 0.0% | -14.5% | 0.153% | |
| 8/3/2023 | Dynamic Advisor Solutions LLC | 12,640 | $415K | 0.0% | N/A | 0.154% | |
| 8/1/2023 | Signaturefd LLC | 3,000 | $98K | 0.0% | N/A | 0.037% | |
| 7/31/2023 | LPL Financial LLC | 32,849 | $1.08M | 0.0% | -11.2% | 0.401% | |
| 7/31/2023 | Principle Wealth Partners LLC | 23,068 | $757K | 0.1% | -21.0% | 0.281% | |
| 7/27/2023 | B. Riley Wealth Advisors Inc. | 7,874 | $258K | 0.0% | -28.2% | 0.096% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 29,144 | $956K | 0.0% | -1.4% | 0.355% | |
| 7/21/2023 | Newbridge Financial Services Group Inc. | 19,349 | $635K | 0.3% | -11.5% | 0.236% | |
| 7/20/2023 | Demars Financial Group LLC | 37,218 | $1.22M | 0.7% | -7.3% | 0.454% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 83,778 | $2.64M | 0.0% | -11.2% | 1.022% | |
| 5/9/2023 | Spire Wealth Management | 4,905 | $154K | 0.0% | -27.5% | 0.060% | |
| 5/8/2023 | Integrated Advisors Network LLC | 22,115 | $696K | 0.0% | -33.2% | 0.270% | |
| 5/8/2023 | Sigma Planning Corp | 6,906 | $217K | 0.0% | -19.6% | 0.084% | |
| 5/2/2023 | Lincoln National Corp | 30,644 | $965K | 0.0% | +18.8% | 0.374% | |
| 4/20/2023 | Demars Financial Group LLC | 40,140 | $1.26M | 0.7% | +14.5% | 0.490% | |
| 4/18/2023 | IFP Advisors Inc | 14,670 | $367K | 0.0% | +11.5% | 0.179% | |
| 4/18/2023 | Newbridge Financial Services Group Inc. | 21,871 | $689K | 0.4% | -7.6% | 0.267% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 29,557 | $931K | 0.0% | -2.2% | 0.360% | |
| 3/15/2023 | B. Riley Wealth Advisors Inc. | 12,219 | $378K | 0.0% | -22.2% | 0.000% | |
| 3/6/2023 | Rockefeller Capital Management L.P. | 237,823 | $7.36M | 0.0% | -40.3% | 0.000% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 12,440 | $385K | 0.0% | N/A | 0.000% | |
| 2/10/2023 | XML Financial LLC | 66,846 | $2.07M | 0.3% | -0.7% | 0.000% | |
| 2/10/2023 | Moors & Cabot Inc. | 20,032 | $620K | 0.0% | +29.5% | 0.000% | |
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| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 30,233 | $936K | 0.0% | -87.1% | 0.000% | |
| 2/8/2023 | UBS Group AG | 4,471 | $138K | 0.0% | N/A | 0.000% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 18,862 | $584K | 0.0% | +28.7% | 0.000% | |
| 2/8/2023 | Lincoln National Corp | 25,785 | $798K | 0.0% | +1.7% | 0.000% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 94,389 | $2.92M | 0.0% | -18.5% | 0.000% | |
| 2/7/2023 | LPL Financial LLC | 38,647 | $1.20M | 0.0% | -5.2% | 0.000% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 60,544 | $1.87M | 0.0% | +72.3% | 0.000% | |
| 2/7/2023 | Moors & Cabot Inc. | 11,992 | $407K | 0.0% | -22.5% | 0.000% | |
| 2/3/2023 | Spire Wealth Management | 6,764 | $209K | 0.0% | -10.8% | 0.000% | |
| 2/2/2023 | Principle Wealth Partners LLC | 38,477 | $1.19M | 0.1% | -13.5% | 0.000% | |
