| 4/29/2025 | Silver Oak Securities Incorporated | 74,816 | $2.30M | 0.2% | +0.9% | 3.837% | |
| 2/24/2025 | United Advisor Group LLC | 7,194 | $237K | 0.0% | N/A | 0.306% | |
| 2/17/2025 | Citadel Advisors LLC | 48,029 | $1.58M | 0.0% | +47.2% | 2.044% | |
| 2/14/2025 | Jane Street Group LLC | 39,902 | $1.31M | 0.0% | +15.7% | 1.698% | |
| 2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 4,383 | $144K | 0.1% | N/A | 0.187% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 9,792 | $323K | 0.0% | -8.7% | 0.417% | |
| 2/14/2025 | GeoWealth Management LLC | 24,987 | $823K | 0.0% | -3.9% | 1.063% | |
| 2/13/2025 | Raymond James Financial Inc. | 7,599 | $250K | 0.0% | N/A | 0.323% | |
| 2/12/2025 | BlueChip Wealth Advisors LLC | 6,327 | $208K | 0.1% | -56.5% | 0.269% | |
| 2/11/2025 | LPL Financial LLC | 194,698 | $6.41M | 0.0% | +36.6% | 8.285% | |
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| 2/10/2025 | Harbour Investments Inc. | 6,001 | $198K | 0.0% | -20.0% | 0.255% | |
| 2/6/2025 | Raymond James Financial Inc. | 7,599 | $250K | 0.0% | N/A | 0.323% | |
| 1/29/2025 | Soltis Investment Advisors LLC | 185,975 | $6.13M | 0.6% | -0.7% | 7.914% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 74,144 | $2.45M | 0.2% | +9.7% | 3.155% | |
| 1/24/2025 | Lunt Capital Management Inc. | 314,625 | $10.36M | 4.0% | +4.7% | 13.388% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 388,883 | $12.81M | 0.4% | -1.1% | 16.548% | |
| 11/18/2024 | Soltis Investment Advisors LLC | 187,301 | $5.83M | 0.6% | -29.6% | 7.970% | |
| 11/15/2024 | Insigneo Advisory Services LLC | 6,736 | $209K | 0.0% | -17.1% | 0.287% | |
| 11/15/2024 | Jane Street Group LLC | 34,499 | $1.07M | 0.0% | +15.1% | 1.468% | |
| 11/15/2024 | Stifel Financial Corp | 8,062 | $251K | 0.0% | +7.9% | 0.343% | |
| 11/1/2024 | Atria Investments Inc | 7,302 | $227K | 0.0% | N/A | 0.311% | |
| 10/24/2024 | Lunt Capital Management Inc. | 300,433 | $9.34M | 4.4% | +4.0% | 12.784% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 67,568 | $2.10M | 0.2% | +478.9% | 2.875% | |
| 10/9/2024 | Clarus Wealth Advisors | 9,096 | $281K | 0.1% | +7.5% | 0.387% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 29,187 | $906K | 0.0% | -13.3% | 1.242% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 15,236 | $473K | 0.0% | -15.9% | 0.648% | |
| 7/30/2024 | International Assets Investment Management LLC | 4,850 | $150K | 0.0% | N/A | 0.206% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 7,937 | $246K | 0.0% | -39.1% | 0.338% | |
| 7/26/2024 | Harbour Investments Inc. | 7,776 | $241K | 0.0% | -18.3% | 0.331% | |
| 7/23/2024 | Geneos Wealth Management Inc. | 388,366 | $12.05M | 0.5% | -3.9% | 16.526% | |
| 7/11/2024 | Clarus Wealth Advisors | 8,465 | $269K | 0.1% | -10.2% | 0.360% | |
| 7/10/2024 | CWM LLC | 10,203 | $317K | 0.0% | -6.2% | 0.434% | |
| 5/29/2024 | Soltis Investment Advisors LLC | 281,158 | $8.74M | 1.0% | -6.7% | 11.964% | |
| 5/16/2024 | Kraft Davis & Associates LLC | 12,364 | $382K | 0.1% | -5.1% | 0.526% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 7,034 | $219K | 0.0% | N/A | 0.299% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 403,985 | $12.55M | 0.6% | -12.9% | 16.833% | |
| 4/23/2024 | Lunt Capital Management Inc. | 282,016 | $8.76M | 4.4% | -2.4% | 11.751% | |
| 4/23/2024 | Wealth Advisory Solutions LLC | 11,452 | $356K | 0.1% | N/A | 0.477% | |
| 4/23/2024 | Strategic Blueprint LLC | 6,856 | $213K | 0.0% | N/A | 0.286% | |
| 4/12/2024 | Global Assets Advisory LLC | 15,485 | $500K | 0.0% | N/A | 0.282% | |
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| 4/11/2024 | Clarus Wealth Advisors | 9,427 | $286K | 0.2% | -29.8% | 0.171% | |
| 3/15/2024 | BlueChip Wealth Advisors LLC | 14,969 | $416K | 0.3% | N/A | 0.272% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 14,343 | $399K | 0.1% | -11.7% | 0.261% | |
| 3/1/2024 | Creekmur Asset Management LLC | 1,589 | $44K | 0.0% | N/A | 0.029% | |
| 2/6/2024 | Private Advisor Group LLC | 7,695 | $214K | 0.0% | -13.4% | 0.140% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 53,711 | $1.49M | 0.2% | +192.1% | 0.977% | |
| 2/1/2024 | CWM LLC | 10,872 | $302K | 0.0% | -5.8% | 0.198% | |
| 1/31/2024 | Kraft Davis & Associates LLC | 13,032 | $364K | 0.1% | -10.1% | 0.237% | |
| 1/30/2024 | Lunt Capital Management Inc. | 288,999 | $8.03M | 4.2% | -2.4% | 5.255% | |
| 1/26/2024 | Soltis Investment Advisors LLC | 301,238 | $8.37M | 0.9% | -70.5% | 5.477% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 463,776 | $12.89M | 0.6% | -3.3% | 8.432% | |
| 1/25/2024 | International Assets Investment Management LLC | 129,224 | $3.59M | 0.0% | N/A | 2.350% | |
| 1/24/2024 | International Assets Investment Management LLC | 129,224 | $3.59M | 0.0% | N/A | 2.350% | |
| 1/22/2024 | Wolf Group Capital Advisors | 73,826 | $1.94M | 0.9% | N/A | 1.342% | |
| 1/22/2024 | Clarus Wealth Advisors | 13,422 | $362K | 0.2% | N/A | 0.244% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 23,501 | $653K | 0.0% | -18.2% | 0.427% | |
| 11/20/2023 | Silver Oak Securities Incorporated | 18,385 | $453K | 0.1% | -60.2% | 0.334% | |
| 11/16/2023 | Harbour Investments Inc. | 29,423 | $725K | 0.0% | -3.4% | 0.535% | |
| 11/13/2023 | LPL Financial LLC | 186,261 | $4.59M | 0.0% | -25.3% | 3.387% | |
| 11/8/2023 | Soltis Investment Advisors LLC | 1,019,979 | $25.12M | 3.2% | -7.2% | 18.545% | |
| 11/3/2023 | Private Advisor Group LLC | 8,884 | $219K | 0.0% | -17.5% | 0.162% | |
| 10/31/2023 | Lunt Capital Management Inc. | 296,151 | $7.30M | 3.8% | +5.0% | 5.385% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 28,730 | $708K | 0.0% | -23.2% | 0.522% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 21,869 | $539K | 0.0% | -7.0% | 0.398% | |
| 10/19/2023 | Patriot Financial Group Insurance Agency LLC | 126,540 | $3.12M | 0.6% | -1.9% | 2.301% | |
| 10/13/2023 | Key Bridge Compliance LLC | 11,820 | $291K | 0.1% | N/A | 0.215% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 479,699 | $11.82M | 0.6% | -25.3% | 8.722% | |
| 10/11/2023 | CWM LLC | 11,538 | $284K | 0.0% | +16.8% | 0.210% | |
| 8/10/2023 | GeoWealth Management LLC | 26,352 | $692K | 0.1% | +127.4% | 0.479% | |
| 8/9/2023 | Spire Wealth Management | 1,879 | $49K | 0.0% | -82.6% | 0.034% | |
| 8/9/2023 | Flow Traders U.S. LLC | 13,982 | $367K | 0.0% | N/A | 0.254% | |
| 8/9/2023 | Soltis Investment Advisors LLC | 1,099,588 | $28.89M | 3.4% | -12.5% | 13.831% | |
| 8/8/2023 | Geneos Wealth Management Inc. | 641,986 | $16.87M | 0.9% | +9.3% | 8.075% | |
| 8/7/2023 | Wealth Advisory Solutions LLC | 13,280 | $349K | 0.1% | -2.8% | 0.167% | |
| 8/3/2023 | CWM LLC | 9,880 | $260K | 0.0% | +32.4% | 0.124% | |
| 8/3/2023 | Eldridge Investment Advisors Inc. | 244,947 | $6.44M | 2.1% | -35.3% | 3.081% | |
| 8/2/2023 | Silver Oak Securities Incorporated | 46,165 | $1.21M | 0.2% | -8.3% | 0.581% | |
| 8/1/2023 | Truist Financial Corp | 9,140 | $240K | 0.0% | -96.2% | 0.115% | |
| 8/1/2023 | Sutton Place Investors LLC | 16,465 | $433K | 0.6% | -49.9% | 0.207% | |
| 7/31/2023 | LPL Financial LLC | 249,288 | $6.55M | 0.0% | -78.2% | 3.136% | |
| 7/31/2023 | Wolf Group Capital Advisors | 73,405 | $1.83M | 0.9% | +9.3% | 0.923% | |
| 7/28/2023 | Capital Investment Advisory Services LLC | 1,282 | $34K | 0.0% | -44.5% | 0.016% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 37,390 | $982K | 0.0% | -5.8% | 0.470% | |
| 7/17/2023 | Patriot Financial Group Insurance Agency LLC | 129,017 | $3.39M | 0.6% | -5.4% | 1.623% | |
| 7/17/2023 | Ergawealth Advisors Inc. | 7,677 | $202K | 0.1% | -50.8% | 0.097% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 9,145 | $240K | 0.0% | -67.6% | 0.115% | |
| 7/11/2023 | LifePro Asset Management | 7,872 | $207K | 0.2% | -26.6% | 0.099% | |
| 7/10/2023 | Clarus Wealth Advisors | 14,170 | $372K | 0.2% | N/A | 0.178% | |
| 6/5/2023 | Level Four Advisory Services LLC | 8,392 | $230K | 0.0% | +12.0% | 0.101% | |
| 5/15/2023 | Eldridge Investment Advisors Inc. | 378,530 | $10.39M | 3.6% | -22.6% | 4.561% | |
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| 5/12/2023 | GeoWealth Management LLC | 11,590 | $318K | 0.0% | +3.8% | 0.140% | |
| 5/12/2023 | Moloney Securities Asset Management LLC | 7,431 | $204K | 0.0% | N/A | 0.090% | |
| 5/11/2023 | Insigneo Advisory Services LLC | 8,162 | $224K | 0.1% | -5.5% | 0.098% | |
| 5/10/2023 | Private Advisor Group LLC | 10,749 | $295K | 0.0% | N/A | 0.130% | |
| 5/10/2023 | Resources Investment Advisors LLC. | 52,091 | $1.43M | 0.0% | -3.1% | 0.628% | |
| 5/10/2023 | LPL Financial LLC | 1,143,954 | $31.39M | 0.0% | -7.4% | 13.783% | |
| 5/9/2023 | Spire Wealth Management | 10,789 | $296K | 0.0% | N/A | 0.130% | |
| 5/9/2023 | ARQ Wealth Advisors LLC | 191,695 | $5.26M | 3.9% | +17.6% | 2.310% | |
| 5/5/2023 | Truist Financial Corp | 240,227 | $6.59M | 0.0% | -15.1% | 2.894% | |
| 5/5/2023 | Capital Analysts LLC | 2,276 | $62K | 0.0% | -18.8% | 0.027% | |
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