| 5/21/2025 | Geneos Wealth Management Inc. | 9,164 | $587K | 0.0% | +43.8% | 0.355% | |
| 5/19/2025 | Jane Street Group LLC | 43,252 | $2.77M | 0.0% | +559.5% | 1.676% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 34,895 | $2.24M | 0.0% | +79.5% | 1.353% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,111 | $71K | 0.0% | +344.4% | 0.043% | |
| 5/15/2025 | Royal Bank of Canada | 8,666 | $555K | 0.0% | +2.2% | 0.336% | |
| 5/13/2025 | HighTower Advisors LLC | 7,925 | $508K | 0.0% | N/A | 0.307% | |
| 5/8/2025 | Howard Capital Management Inc. | 12,659 | $811K | 0.0% | +5.0% | 0.491% | |
| 5/7/2025 | LPL Financial LLC | 115,857 | $7.42M | 0.0% | +15.1% | 4.491% | |
| 5/6/2025 | Cetera Investment Advisers | 68,512 | $4.39M | 0.0% | N/A | 2.656% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 9,662 | $619K | 0.0% | +89.3% | 0.374% | |
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| 5/6/2025 | WT Wealth Management | 6,317 | $405K | 0.1% | +32.3% | 0.245% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 79,045 | $5.06M | 0.1% | N/A | 3.064% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 52,152 | $3.34M | 0.0% | +7.1% | 2.021% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 16,615 | $1.06M | 0.0% | +38.3% | 0.604% | |
| 4/17/2025 | Sound Income Strategies LLC | 91,281 | $5.85M | 0.3% | -2.3% | 3.319% | |
| 4/9/2025 | Capital Asset Advisory Services LLC | 78,933 | $5.05M | 0.3% | N/A | 2.870% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 3,333 | $218K | 0.0% | -16.9% | 0.156% | |
| 2/17/2025 | KKM Financial LLC | 8,538 | $560K | 0.2% | +10.0% | 0.401% | |
| 2/17/2025 | CoreCap Advisors LLC | 2,237 | $147K | 0.0% | +79.5% | 0.105% | |
| 2/17/2025 | Bank of America Corp DE | 10,862 | $712K | 0.0% | -12.3% | 0.510% | |
| 2/14/2025 | Jane Street Group LLC | 6,558 | $430K | 0.0% | -55.7% | 0.308% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 12,012 | $787K | 0.0% | N/A | 0.564% | |
| 2/14/2025 | MML Investors Services LLC | 56,784 | $3.72M | 0.0% | +7.7% | 2.666% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 81,267 | $5.40M | 0.3% | +8.8% | 3.815% | |
| 2/13/2025 | Mariner LLC | 4,892 | $321K | 0.0% | +5.6% | 0.230% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 12,163 | $797K | 0.0% | N/A | 0.571% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 48,710 | $3.19M | 0.0% | +14.0% | 2.287% | |
| 2/13/2025 | Wells Fargo & Company MN | 78,458 | $5.14M | 0.0% | +2.3% | 3.683% | |
| 2/11/2025 | LPL Financial LLC | 100,640 | $6.60M | 0.0% | +8.5% | 4.725% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,103 | $334K | 0.0% | N/A | 0.240% | |
| 2/7/2025 | Retirement Capital Strategies | 15,008 | $984K | 0.4% | N/A | 0.705% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 13,880 | $910K | 0.0% | +347.7% | 0.652% | |
| 2/5/2025 | WT Wealth Management | 4,773 | $313K | 0.1% | -7.2% | 0.224% | |
| 1/31/2025 | Global Retirement Partners LLC | 9,961 | $653K | 0.0% | +14.9% | 0.468% | |
| 1/30/2025 | Principal Securities Inc. | 10,860 | $712K | 0.0% | +7.4% | 0.510% | |
| 1/23/2025 | Synergy Asset Management LLC | 76,968 | $5.02M | 0.4% | N/A | 3.614% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 6,372 | $418K | 0.0% | +9.2% | 0.299% | |
| 1/21/2025 | Sound Income Strategies LLC | 93,411 | $6.12M | 0.4% | +3.7% | 4.385% | |
| 1/17/2025 | Commons Capital LLC | 10,166 | $666K | 0.6% | N/A | 0.477% | |
| 1/15/2025 | Empirical Asset Management LLC | 9,407 | $617K | 0.0% | +13.9% | 0.442% | |
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| 1/8/2025 | International Assets Investment Management LLC | 3,377 | $220K | 0.0% | N/A | 0.159% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 4,012 | $260K | 0.0% | -66.4% | 0.188% | |
| 11/15/2024 | MML Investors Services LLC | 52,734 | $3.42M | 0.0% | +14.7% | 2.476% | |
| 11/15/2024 | Jane Street Group LLC | 14,787 | $958K | 0.0% | +71.3% | 0.694% | |
| 11/15/2024 | Stifel Financial Corp | 4,537 | $294K | 0.0% | -4.4% | 0.213% | |
| 11/12/2024 | KKM Financial LLC | 7,759 | $503K | 0.2% | +48.5% | 0.364% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 3,100 | $201K | 0.0% | N/A | 0.146% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,646 | $107K | 0.0% | N/A | 0.077% | |
| 10/22/2024 | WT Wealth Management | 5,145 | $335K | 0.1% | -11.9% | 0.242% | |
| 10/16/2024 | Global Retirement Partners LLC | 8,667 | $562K | 0.0% | +35.4% | 0.407% | |
| 10/11/2024 | Empirical Asset Management LLC | 8,261 | $535K | 0.1% | -44.7% | 0.388% | |
| 10/10/2024 | Sound Income Strategies LLC | 90,114 | $5.84M | 0.4% | +3.9% | 4.231% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 74,667 | $4.84M | 0.3% | +48.0% | 3.505% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 36,026 | $2.31M | 0.0% | +7.9% | 1.691% | |
| 8/6/2024 | Howard Capital Management Inc. | 10,155 | $651K | 0.1% | +15.5% | 0.477% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 6,250 | $401K | 0.0% | -8.9% | 0.293% | |
| 7/31/2024 | Rothschild Investment LLC | 3,400 | $218K | 0.0% | N/A | 0.160% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 50,441 | $3.24M | 0.2% | +6.0% | 2.368% | |
| 7/17/2024 | Redhawk Wealth Advisors Inc. | 17,156 | $1.10M | 0.2% | -18.5% | 0.805% | |
| 7/12/2024 | Sound Income Strategies LLC | 86,771 | $5.57M | 0.3% | +3.5% | 4.074% | |
| 6/4/2024 | Tactive Advisors LLC | 3,779 | $242K | 0.1% | N/A | 0.177% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 6,601 | $422K | 0.0% | +29.6% | 0.310% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 47,576 | $3.04M | 0.2% | +41.6% | 2.234% | |
| 4/23/2024 | Global Retirement Partners LLC | 6,406 | $409K | 0.0% | +191.8% | 0.301% | |
| 4/18/2024 | Synergy Asset Management LLC | 117,787 | $7.53M | 1.3% | N/A | 6.040% | |
| 2/8/2024 | WT Wealth Management | 7,932 | $499K | 0.2% | +3.4% | 0.407% | |
| 2/7/2024 | Principal Securities Inc. | 10,162 | $639K | 0.0% | N/A | 0.521% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 33,592 | $2.11M | 0.1% | +5.5% | 1.723% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 5,094 | $320K | 0.0% | +43.3% | 0.261% | |
| 1/25/2024 | International Assets Investment Management LLC | 13,586 | $855K | 0.0% | N/A | 0.697% | |
| 1/24/2024 | International Assets Investment Management LLC | 13,586 | $855K | 0.0% | N/A | 0.697% | |
| 1/18/2024 | Global Retirement Partners LLC | 2,195 | $138K | 0.0% | N/A | 0.113% | |
| 1/12/2024 | Redhawk Wealth Advisors Inc. | 23,980 | $1.51M | 0.3% | -1.1% | 1.230% | |
| 1/12/2024 | Empirical Asset Management LLC | 17,451 | $1.10M | 0.9% | -4.7% | 0.895% | |
| 1/9/2024 | Castle Rock Wealth Management LLC | 16,137 | $1.01M | 0.3% | +5.0% | 0.828% | |
| 12/4/2023 | WT Wealth Management | 7,671 | $472K | 0.2% | N/A | 0.393% | |
| 12/1/2023 | B. Riley Wealth Advisors Inc. | 11,945 | $735K | 0.0% | +3.0% | 0.613% | |
| 11/13/2023 | LPL Financial LLC | 121,252 | $7.46M | 0.0% | +4.0% | 6.218% | |
| 11/8/2023 | Aptus Capital Advisors LLC | 470 | $29K | 0.0% | N/A | 0.024% | |
| 10/13/2023 | Redhawk Wealth Advisors Inc. | 24,247 | $1.49M | 0.5% | -8.3% | 1.243% | |
| 10/12/2023 | Sound Income Strategies LLC | 75,901 | $4.67M | 0.4% | +4.6% | 3.892% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 3,554 | $219K | 0.0% | -8.4% | 0.182% | |
| 10/11/2023 | Castle Rock Wealth Management LLC | 15,375 | $931K | 0.3% | +6.4% | 0.788% | |
| 8/10/2023 | Meitav Investment House Ltd. | 58,800 | $5.49M | 0.1% | N/A | 3.128% | |
| 8/8/2023 | Geneos Wealth Management Inc. | 3,880 | $237K | 0.0% | -32.3% | 0.206% | |
| 8/1/2023 | Empirical Asset Management LLC | 18,560 | $1.14M | 1.0% | +5.1% | 0.987% | |
| 7/31/2023 | LPL Financial LLC | 116,537 | $7.13M | 0.0% | +2.7% | 6.199% | |
| 7/31/2023 | Mutual Advisors LLC | 3,380 | $207K | 0.0% | N/A | 0.180% | |
| 7/27/2023 | B. Riley Wealth Advisors Inc. | 11,601 | $710K | 0.0% | -1.7% | 0.617% | |
| 7/24/2023 | Meitav Investment House Ltd. | 58,800 | $5.49M | 0.1% | N/A | 3.128% | |
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| 7/13/2023 | Redhawk Wealth Advisors Inc. | 26,453 | $1.62M | 0.5% | N/A | 1.407% | |
| 7/11/2023 | Castle Rock Wealth Management LLC | 14,449 | $877K | 0.3% | +5.4% | 0.769% | |
| 7/10/2023 | Sound Income Strategies LLC | 72,536 | $4.44M | 0.5% | +5.9% | 3.858% | |
| 5/12/2023 | Castle Rock Wealth Management LLC | 13,707 | $806K | 0.3% | N/A | 0.692% | |
| 5/10/2023 | LPL Financial LLC | 113,492 | $6.78M | 0.0% | -2.1% | 5.732% | |
| 5/9/2023 | RFG Advisory LLC | 4,034 | $241K | 0.0% | -16.2% | 0.204% | |
| 5/3/2023 | Adams Wealth Management | 6,454 | $385K | 0.1% | N/A | 0.326% | |
| 4/25/2023 | Geneos Wealth Management Inc. | 5,732 | $342K | 0.0% | +9.3% | 0.289% | |
| 4/18/2023 | Empirical Asset Management LLC | 17,667 | $1.06M | 1.0% | +33.5% | 0.892% | |
| 4/12/2023 | Atlas Private Wealth Advisors | 6,537 | $390K | 0.2% | -26.2% | 0.330% | |
