| 4/30/2025 | Stratos Wealth Partners LTD. | 8,476 | $329K | 0.0% | N/A | 0.314% | |
| 4/28/2025 | Oregon Pacific Wealth Management LLC | 7,334 | $285K | 0.3% | +4.2% | 0.267% | |
| 4/25/2025 | Convergence Financial LLC | 11,447 | $445K | 0.1% | +27.1% | 0.416% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 31,299 | $1.22M | 0.1% | N/A | 1.138% | |
| 4/22/2025 | Advisor Resource Council | 9,313 | $362K | 0.0% | N/A | 0.339% | |
| 4/15/2025 | ForthRight Wealth Management LLC | 202,324 | $7.86M | 2.6% | +3.9% | 7.357% | |
| 4/11/2025 | Fiduciary Planning LLC | 690,495 | $26.82M | 8.8% | +3.0% | 25.109% | |
| 2/14/2025 | Jane Street Group LLC | 24,196 | $942K | 0.0% | -25.7% | 0.849% | |
| 2/14/2025 | Syon Capital LLC | 11,829 | $461K | 0.0% | N/A | 0.415% | |
| 2/13/2025 | Garden State Investment Advisory Services LLC | 10,342 | $406K | 0.1% | N/A | 0.363% | |
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| 2/13/2025 | NewEdge Advisors LLC | 8,250 | $321K | 0.0% | N/A | 0.289% | |
| 2/13/2025 | Evergreen Capital Management LLC | 134,361 | $5.27M | 0.2% | +2.0% | 4.714% | |
| 2/13/2025 | Raymond James Financial Inc. | 57,464 | $2.24M | 0.0% | N/A | 2.016% | |
| 2/11/2025 | LPL Financial LLC | 492,696 | $19.18M | 0.0% | +1.5% | 17.288% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 73,049 | $2.84M | 0.0% | +199.1% | 2.563% | |
| 2/6/2025 | Raymond James Financial Inc. | 57,464 | $2.24M | 0.0% | N/A | 2.016% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 9,200 | $358K | 0.0% | -18.6% | 0.323% | |
| 2/5/2025 | Convergence Financial LLC | 9,009 | $351K | 0.1% | N/A | 0.316% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 12,384 | $482K | 0.0% | -8.7% | 0.435% | |
| 2/3/2025 | Private Advisor Group LLC | 39,026 | $1.52M | 0.0% | -5.6% | 1.369% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 15,698 | $612K | 0.0% | -12.7% | 0.551% | |
| 1/31/2025 | Truist Financial Corp | 5,934 | $231K | 0.0% | N/A | 0.208% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 8,799 | $343K | 0.0% | N/A | 0.309% | |
| 1/24/2025 | Fiduciary Planning LLC | 670,420 | $26.10M | 8.5% | +2.8% | 23.524% | |
| 1/24/2025 | Oregon Pacific Wealth Management LLC | 7,041 | $274K | 0.3% | N/A | 0.247% | |
| 1/17/2025 | ForthRight Wealth Management LLC | 194,689 | $7.58M | 2.5% | +5.5% | 6.831% | |
| 12/26/2024 | JPMorgan Chase & Co. | 65,039 | $2.54M | 0.0% | N/A | 2.282% | |
| 11/15/2024 | Jane Street Group LLC | 32,564 | $1.27M | 0.0% | N/A | 1.143% | |
| 11/15/2024 | Stifel Financial Corp | 11,294 | $440K | 0.0% | -12.6% | 0.396% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 13,564 | $529K | 0.0% | -30.8% | 0.476% | |
| 10/28/2024 | ForthRight Wealth Management LLC | 184,572 | $7.20M | 2.4% | +123.2% | 6.476% | |
| 10/23/2024 | Fiduciary Planning LLC | 652,409 | $25.43M | 8.6% | +3.2% | 22.892% | |
| 10/22/2024 | Private Advisor Group LLC | 41,327 | $1.61M | 0.0% | +3.8% | 1.450% | |
| 8/21/2024 | Truist Financial Corp | 5,763 | $224K | 0.0% | -18.9% | 0.202% | |
| 8/14/2024 | Evergreen Capital Management LLC | 429,982 | $16.83M | 0.6% | +53.2% | 15.087% | |
| 8/7/2024 | Fiduciary Planning LLC | 631,936 | $24.61M | 8.8% | +4.8% | 22.173% | |
| 8/2/2024 | Belpointe Asset Management LLC | 32,408 | $1.26M | 0.1% | -66.4% | 1.137% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 19,720 | $768K | 0.0% | +2.5% | 0.692% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 19,589 | $763K | 0.0% | N/A | 0.687% | |
| 7/13/2024 | ForthRight Wealth Management LLC | 82,699 | $3.22M | 1.2% | +70.4% | 2.902% | |
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| 7/2/2024 | McAlister Sweet & Associates Inc. | 33,088 | $1.29M | 0.9% | N/A | 1.161% | |
| 5/16/2024 | Jane Street Group LLC | 123,292 | $4.80M | 0.0% | -47.3% | 4.326% | |
| 5/1/2024 | Centric Wealth Management | 50,000 | $1.95M | 0.6% | -71.8% | 1.852% | |
| 4/30/2024 | Private Advisor Group LLC | 39,978 | $1.56M | 0.0% | +13.0% | 1.481% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 19,233 | $749K | 0.0% | +18.2% | 0.712% | |
| 4/29/2024 | Fiduciary Planning LLC | 603,161 | $23.49M | 8.9% | +0.6% | 22.339% | |
| 4/13/2024 | Quad Cities Investment Group LLC | 7,009 | $273K | 0.2% | -16.9% | 0.584% | |
| 2/6/2024 | Centric Wealth Management | 177,500 | $6.91M | 2.2% | N/A | 14.792% | |
| 2/6/2024 | Private Advisor Group LLC | 35,376 | $1.38M | 0.0% | +17.4% | 2.948% | |
| 2/2/2024 | Truist Financial Corp | 7,255 | $283K | 0.0% | -10.1% | 0.605% | |
| 1/30/2024 | Avior Wealth Management LLC | 6,911 | $269K | 0.0% | N/A | 0.576% | |
| 1/25/2024 | Fiduciary Planning LLC | 599,405 | $23.37M | 9.9% | +240.8% | 49.950% | |
| 1/23/2024 | ForthRight Wealth Management LLC | 40,125 | $1.56M | 0.6% | +67.2% | 3.344% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 80,830 | $3.15M | 0.0% | -34.9% | 6.736% | |
| 1/12/2024 | CGC Financial Services LLC | 2,427 | $95K | 0.0% | N/A | 0.202% | |
| 1/10/2024 | Quad Cities Investment Group LLC | 8,437 | $328K | 0.2% | -15.4% | 0.703% | |
| 11/15/2023 | Evergreen Capital Management LLC | 361,883 | $13.82M | 0.6% | -17.0% | 30.157% | |
| 11/13/2023 | LPL Financial LLC | 136,880 | $5.21M | 0.0% | +24.2% | 11.407% | |
| 11/8/2023 | Aptus Capital Advisors LLC | 172,647 | $6.57M | 0.2% | N/A | 14.387% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 19,189 | $731K | 0.0% | -22.6% | 1.599% | |
| 11/3/2023 | Private Advisor Group LLC | 30,139 | $1.15M | 0.0% | -4.0% | 2.512% | |
| 10/26/2023 | Fiduciary Planning LLC | 175,897 | $6.70M | 3.2% | N/A | 14.658% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 124,072 | $4.72M | 0.0% | +471.7% | 10.339% | |
| 10/24/2023 | ForthRight Wealth Management LLC | 24,005 | $914K | 0.4% | N/A | 2.000% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 15,673 | $597K | 0.0% | +1.9% | 1.306% | |
| 10/3/2023 | McAlister Sweet & Associates Inc. | 114,027 | $4.34M | 3.7% | N/A | 9.502% | |
| 8/10/2023 | Private Advisor Group LLC | 31,387 | $1.19M | 0.0% | N/A | 2.853% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 36,811 | $1.40M | 0.0% | +269.2% | 3.346% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 24,782 | $945K | 0.0% | +210.9% | 2.253% | |
| 8/1/2023 | Truist Financial Corp | 9,000 | $342K | 0.0% | -13.0% | 0.818% | |
| 7/31/2023 | LPL Financial LLC | 110,181 | $4.18M | 0.0% | +11.6% | 10.016% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 21,703 | $824K | 0.0% | N/A | 1.973% | |
| 7/12/2023 | Quad Cities Investment Group LLC | 9,912 | $376K | 0.2% | -8.0% | 0.901% | |
| 6/14/2023 | Atria Wealth Solutions Inc. | 7,971 | $305K | 0.0% | N/A | 0.569% | |
| 5/22/2023 | Raleigh Capital Management Inc. | 1,729 | $66K | 0.0% | N/A | 0.115% | |
| 5/10/2023 | LPL Financial LLC | 98,732 | $3.77M | 0.0% | +1.2% | 6.582% | |
| 5/5/2023 | Truist Financial Corp | 10,342 | $395K | 0.0% | -29.9% | 0.689% | |
| 5/2/2023 | Financial Planning & Information Services Inc. | 352,449 | $13.46M | 2.6% | -22.4% | 23.497% | |
| 4/20/2023 | Madison Wealth Partners Inc | 5,406 | $206K | 0.1% | -7.5% | 0.360% | |
| 2/13/2023 | Financial Planning & Information Services Inc. | 454,134 | $17.14M | 3.6% | -12.9% | 0.000% | |
| 2/13/2023 | Wealthcare Advisory Partners LLC | 82,651 | $3.12M | 0.1% | +0.9% | 0.000% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 9,143 | $345K | 0.0% | -36.8% | 0.000% | |
| 2/7/2023 | LPL Financial LLC | 97,535 | $3.68M | 0.0% | +292.4% | 0.000% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 7,353 | $278K | 0.0% | -71.6% | 0.000% | |
| 2/1/2023 | Marshall Financial Group LLC | 7,640 | $288K | 0.1% | N/A | 0.000% | |
| 11/15/2022 | Evergreen Capital Management LLC | 790,169 | $29.68M | 1.6% | -15.1% | 0.000% | |
| 11/14/2022 | MML Investors Services LLC | 5,417 | $203K | 0.0% | N/A | 0.000% | |
| 11/14/2022 | Atlas Private Wealth Advisors | 7,272 | $272K | 0.2% | -42.0% | 0.000% | |
| 11/9/2022 | Westside Investment Management Inc. | 1,200 | $44K | 0.0% | -80.6% | 0.000% | |
| 10/26/2022 | Truist Financial Corp | 33,329 | $1.25M | 0.0% | -60.5% | 0.000% | |
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| 10/25/2022 | Financial Planning & Information Services Inc. | 521,640 | $19.54M | 4.7% | -6.9% | 0.000% | |
| 8/23/2022 | WCG Wealth Advisors LLC | 8,770 | $333K | 0.0% | N/A | 0.000% | |
| 8/18/2022 | Atlas Private Wealth Advisors | 12,548 | $477K | 0.3% | -34.0% | 0.000% | |
| 8/11/2022 | Capital Asset Advisory Services LLC | 1,374 | $52K | 0.0% | -49.7% | 0.000% | |
| 8/4/2022 | Northwestern Mutual Wealth Management Co. | 3,603 | $137K | 0.0% | +12.6% | 0.000% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 74,113 | $2.82M | 0.0% | -32.9% | 0.000% | |
| 7/22/2022 | Madison Wealth Partners Inc | 5,860 | $223K | 0.1% | N/A | 0.000% | |
| 7/22/2022 | Truist Financial Corp | 84,374 | $3.21M | 0.0% | -51.9% | 0.000% | |
| 7/19/2022 | Financial Planning & Information Services Inc. | 560,418 | $21.31M | 5.2% | -6.9% | 0.000% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 14,474 | $550K | 0.0% | -9.3% | 0.000% | |
