| 7/31/2025 | Opes Wealth Management LLC | 37,723 | $775K | 0.1% | -1.6% | 0.113% | |
| 7/29/2025 | Stratos Investment Management LLC | 304,040 | $6.25M | 0.3% | -7.0% | 0.912% | |
| 7/24/2025 | Acima Private Wealth LLC | 120,339 | $2.47M | 0.8% | -2.7% | 0.361% | |
| 7/15/2025 | ACT Advisors LLC. | 49,506 | $1.02M | 0.5% | +1.5% | 0.148% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 69,435 | $1.43M | 0.0% | +23.4% | 0.208% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 10,619,579 | $217.91M | 0.4% | +6.5% | 31.843% | |
| 5/19/2025 | Jane Street Group LLC | 51,129 | $1.03M | 0.0% | -47.1% | 0.155% | |
| 5/9/2025 | Acima Private Wealth LLC | 123,739 | $2.50M | 0.9% | -2.9% | 0.376% | |
| 5/7/2025 | Your Advocates Ltd. LLP | 21,554 | $436K | 0.2% | -5.2% | 0.065% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 119,732 | $2.42M | 0.0% | +6.9% | 0.363% | |
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| 5/7/2025 | LPL Financial LLC | 482,408 | $9.75M | 0.0% | +24.5% | 1.464% | |
| 5/6/2025 | Cetera Investment Advisers | 131,454 | $2.66M | 0.0% | N/A | 0.399% | |
| 5/6/2025 | Opes Wealth Management LLC | 38,346 | $775K | 0.2% | +15.4% | 0.116% | |
| 4/30/2025 | Stratos Investment Management LLC | 326,870 | $6.61M | 0.4% | +15.5% | 0.992% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,968,472 | $201.56M | 0.4% | +7.2% | 31.848% | |
| 4/16/2025 | NorthCrest Asset Manangement LLC | 56,266 | $1.14M | 0.0% | +180.7% | 0.180% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,302,450 | $188.65M | 0.4% | +13.7% | 30.301% | |
| 3/17/2025 | NorthCrest Asset Manangement LLC | 20,044 | $406K | 0.0% | N/A | 0.065% | |
| 2/18/2025 | McIlrath & Eck LLC | 2,290 | $46K | 0.0% | N/A | 0.009% | |
| 2/17/2025 | Citadel Advisors LLC | 108,442 | $2.20M | 0.0% | N/A | 0.424% | |
| 2/14/2025 | Jane Street Group LLC | 96,602 | $1.96M | 0.0% | +187.1% | 0.377% | |
| 2/12/2025 | Franklin Resources Inc. | 9,003,995 | $182.60M | 0.1% | +1.2% | 35.172% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,806 | $37K | 0.0% | N/A | 0.007% | |
| 2/11/2025 | LPL Financial LLC | 387,418 | $7.86M | 0.0% | +8.9% | 1.513% | |
| 2/7/2025 | Independent Advisor Alliance | 95,061 | $1.93M | 0.0% | N/A | 0.371% | |
| 2/5/2025 | Acima Private Wealth LLC | 127,475 | $2.59M | 0.9% | +3.5% | 0.498% | |
| 2/4/2025 | Millington Financial Advisors LLC | 15,536 | $315K | 0.2% | -3.4% | 0.061% | |
| 2/4/2025 | Your Advocates Ltd. LLP | 22,727 | $461K | 0.2% | -18.0% | 0.089% | |
| 1/30/2025 | Opes Wealth Management LLC | 33,224 | $674K | 0.1% | +3.4% | 0.130% | |
| 1/27/2025 | Stratos Investment Management LLC | 283,041 | $5.74M | 0.3% | +346.4% | 1.106% | |
| 1/24/2025 | CENTRAL TRUST Co | 7,818 | $159K | 0.0% | +12.9% | 0.031% | |
| 1/23/2025 | Hantz Financial Services Inc. | 3,849,388 | $78.07M | 1.4% | +8.6% | 15.037% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 111,982 | $2.27M | 0.0% | +14.9% | 0.437% | |
| 1/15/2025 | Retireful LLC | 116,855 | $2.37M | 1.3% | N/A | 0.456% | |
| 1/13/2025 | ACT Advisors LLC. | 48,304 | $980K | 0.5% | -1.4% | 0.189% | |
| 1/13/2025 | Brookstone Capital Management | 13,269 | $269K | 0.0% | -36.9% | 0.052% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 8,182,124 | $170.15M | 0.4% | +0.0% | 31.961% | |
| 11/27/2024 | Franklin Resources Inc. | 8,893,953 | $183.93M | 0.1% | +1.5% | 34.742% | |
| 11/15/2024 | Jane Street Group LLC | 33,644 | $700K | 0.0% | -19.8% | 0.131% | |
| 11/14/2024 | Hantz Financial Services Inc. | 3,545,397 | $73.73M | 1.3% | +8.9% | 13.849% | |
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| 11/13/2024 | Private Trust Co. NA | 4,555 | $95K | 0.0% | +14.3% | 0.018% | |
| 10/29/2024 | Opes Wealth Management LLC | 32,146 | $668K | 0.1% | +3.7% | 0.126% | |
| 10/25/2024 | Your Advocates Ltd. LLP | 27,716 | $576K | 0.2% | -11.1% | 0.108% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 8,180,333 | $170.11M | 0.4% | +16.9% | 31.954% | |
| 10/23/2024 | CENTRAL TRUST Co | 6,927 | $144K | 0.0% | +16.4% | 0.027% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 97,481 | $2.03M | 0.0% | +70.0% | 0.381% | |
| 10/19/2024 | ACT Advisors LLC. | 48,980 | $1.02M | 0.5% | -2.3% | 0.191% | |
| 10/18/2024 | Stratos Investment Management LLC | 63,406 | $1.32M | 0.1% | N/A | 0.248% | |
| 10/8/2024 | Brookstone Capital Management | 21,030 | $437K | 0.0% | -43.8% | 0.082% | |
| 10/7/2024 | KWB Wealth | 131,932 | $2.66M | 0.3% | -1.8% | 0.515% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 57,356 | $1.16M | 0.0% | +57.7% | 0.224% | |
| 7/31/2024 | Acima Private Wealth LLC | 117,761 | $2.37M | 0.9% | +2.7% | 0.460% | |
| 7/30/2024 | Hantz Financial Services Inc. | 3,255,963 | $65.64M | 1.3% | N/A | 12.719% | |
| 7/29/2024 | Your Advocates Ltd. LLP | 31,188 | $629K | 0.3% | -31.8% | 0.122% | |
| 7/24/2024 | ACT Advisors LLC. | 50,123 | $1.01M | 0.5% | -1.3% | 0.196% | |
| 7/18/2024 | Brookstone Capital Management | 37,417 | $762K | 0.0% | -45.4% | 0.146% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 6,997,922 | $141.08M | 0.3% | +10.3% | 27.336% | |
| 4/24/2024 | CENTRAL TRUST Co | 5,168 | $105K | 0.0% | +64.0% | 0.020% | |
| 4/20/2024 | KWB Wealth | 135,743 | $2.75M | 0.4% | +14.3% | 0.867% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 6,343,075 | $128.32M | 0.3% | +13.9% | 40.531% | |
| 4/15/2024 | Brookstone Capital Management | 68,569 | $1.39M | 0.0% | -19.3% | 0.438% | |
| 2/14/2024 | Visionary Wealth Advisors | 30,079 | $613K | 0.0% | +6.1% | 0.192% | |
| 2/14/2024 | Regal Investment Advisors LLC | 37,298 | $761K | 0.1% | +3.9% | 0.238% | |
| 2/9/2024 | Franklin Resources Inc. | 8,225,363 | $167.72M | 0.1% | -10.8% | 52.558% | |
| 2/8/2024 | Your Advocates Ltd. LLP | 43,475 | $886K | 0.4% | +7.4% | 0.278% | |
| 2/1/2024 | Millington Financial Advisors LLC | 16,880 | $344K | 0.3% | -10.0% | 0.108% | |
| 1/30/2024 | ACT Advisors LLC. | 53,792 | $1.10M | 0.6% | -9.9% | 0.344% | |
| 1/24/2024 | CENTRAL TRUST Co | 3,151 | $64K | 0.0% | -78.9% | 0.020% | |
| 1/24/2024 | Prime Capital Investment Advisors LLC | 17,210 | $351K | 0.0% | N/A | 0.110% | |
| 1/23/2024 | Family Capital Trust Co | 22,346 | $455K | 0.1% | +7,824.1% | 0.143% | |
| 1/11/2024 | Brookstone Capital Management | 84,926 | $1.73M | 0.0% | N/A | 0.543% | |
| 1/11/2024 | KWB Wealth | 118,744 | $2.42M | 0.3% | +132.8% | 0.759% | |
| 11/13/2023 | Visionary Wealth Advisors | 28,353 | $551K | 0.0% | +21.0% | 0.181% | |
| 11/13/2023 | LPL Financial LLC | 234,023 | $4.55M | 0.0% | +8.3% | 1.495% | |
| 11/3/2023 | Opes Wealth Management LLC | 29,378 | $571K | 0.2% | -7.6% | 0.188% | |
| 11/2/2023 | Your Advocates Ltd. LLP | 40,466 | $786K | 0.5% | -8.8% | 0.259% | |
| 10/26/2023 | CENTRAL TRUST Co | 14,905 | $289K | 0.0% | N/A | 0.095% | |
| 10/20/2023 | ACT Advisors LLC. | 59,733 | $1.16M | 0.7% | N/A | 0.382% | |
| 8/11/2023 | Regal Investment Advisors LLC | 35,879 | $706K | 0.1% | +6.8% | 0.229% | |
| 8/11/2023 | Visionary Wealth Advisors | 23,433 | $461K | 0.0% | N/A | 0.150% | |
| 8/11/2023 | Franklin Resources Inc. | 9,383,379 | $184.76M | 0.1% | +0.9% | 59.958% | |
| 8/10/2023 | Cetera Investment Advisers | 11,327 | $223K | 0.0% | +10.3% | 0.073% | |
| 8/3/2023 | Opes Wealth Management LLC | 31,781 | $626K | 0.2% | +133.7% | 0.206% | |
| 8/1/2023 | Your Advocates Ltd. LLP | 44,386 | $874K | 0.4% | +30.0% | 0.287% | |
| 7/31/2023 | LPL Financial LLC | 216,157 | $4.26M | 0.0% | +306.1% | 1.399% | |
| 7/24/2023 | KWB Wealth | 51,161 | $1.01M | 0.2% | N/A | 0.331% | |
| 7/21/2023 | Wealth Enhancement Advisory Services LLC | 4,361,634 | $85.88M | 0.9% | +23.5% | 28.231% | |
| 5/12/2023 | Franklin Resources Inc. | 9,300,079 | $183.03M | 0.1% | +2.1% | 66.193% | |
| 5/2/2023 | Opes Wealth Management LLC | 13,600 | $268K | 0.1% | N/A | 0.097% | |
| 4/28/2023 | Your Advocates Ltd. LLP | 34,130 | $672K | 0.4% | -42.5% | 0.243% | |
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| 4/27/2023 | Matisse Capital | 15,600 | $307K | 0.2% | N/A | 0.111% | |
| 4/25/2023 | Wealth Enhancement Advisory Services LLC | 3,531,146 | $69.49M | 0.8% | N/A | 25.133% | |
| 4/12/2023 | Private Trust Co. NA | 4,183 | $82K | 0.0% | N/A | 0.030% | |
| 3/6/2023 | OLD Mission Capital LLC | 27,450 | $527K | 0.0% | N/A | 0.000% | |
| 2/10/2023 | Franklin Resources Inc. | 9,113,179 | $175.02M | 0.1% | +14.0% | 0.000% | |
| 2/9/2023 | HighTower Advisors LLC | 63,541 | $1.22M | 0.0% | N/A | 0.000% | |
| 2/8/2023 | Millington Financial Advisors LLC | 19,364 | $372K | 0.4% | N/A | 0.000% | |
| 2/7/2023 | LPL Financial LLC | 55,414 | $1.06M | 0.0% | +47.6% | 0.000% | |
| 1/30/2023 | Your Advocates Ltd. LLP | 59,314 | $1.14M | 0.7% | +157.8% | 0.000% | |
| 11/9/2022 | Your Advocates Ltd. LLP | 23,004 | $515K | 0.3% | -8.3% | 0.000% | |
