| 8/15/2025 | Tower Research Capital LLC TRC | 18,385 | $571K | 0.0% | +73.8% | 0.433% | |
| 8/15/2025 | Bank of America Corp DE | 152,447 | $4.73M | 0.0% | +28.5% | 3.587% | |
| 8/14/2025 | Raymond James Financial Inc. | 11,853 | $368K | 0.0% | -63.7% | 0.279% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 35,847 | $1.11M | 0.0% | +37.1% | 0.843% | |
| 7/25/2025 | Dynamic Financial Group | 6,902 | $214K | 0.2% | -37.6% | 0.162% | |
| 7/22/2025 | Global Assets Advisory LLC | 18,928 | $602K | 0.2% | -63.7% | 0.445% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 6,782 | $211K | 0.0% | -33.1% | 0.160% | |
| 7/18/2025 | Truist Financial Corp | 171,306 | $5.32M | 0.0% | +69.8% | 4.031% | |
| 7/17/2025 | Prepared Retirement Institute LLC | 23,188 | $720K | 0.4% | +5.2% | 0.546% | |
| 7/16/2025 | NovaPoint Capital LLC | 10,758 | $334K | 0.1% | +22.5% | 0.253% | |
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| 7/15/2025 | Well Done LLC | 19,635 | $610K | 0.1% | -17.3% | 0.462% | |
| 5/15/2025 | Royal Bank of Canada | 13,819 | $415K | 0.0% | +19.4% | 0.321% | |
| 5/13/2025 | Dynamic Financial Group | 11,053 | $332K | 0.3% | -2.9% | 0.257% | |
| 5/6/2025 | Cetera Investment Advisers | 7,563 | $227K | 0.0% | -31.9% | 0.176% | |
| 5/5/2025 | Private Advisor Group LLC | 12,787 | $384K | 0.0% | +4.0% | 0.297% | |
| 5/2/2025 | Prepared Retirement Institute LLC | 22,048 | $662K | 0.4% | -7.9% | 0.513% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 26,145 | $784K | 0.0% | +6.6% | 0.608% | |
| 4/28/2025 | NovaPoint Capital LLC | 8,785 | $264K | 0.1% | N/A | 0.204% | |
| 4/24/2025 | Money Concepts Capital Corp | 2,194,327 | $65.84M | 4.9% | +2.5% | 51.031% | |
| 4/23/2025 | Global Assets Advisory LLC | 52,086 | $1.48M | 0.3% | +154.8% | 1.211% | |
| 4/21/2025 | Well Done LLC | 23,753 | $771K | 0.1% | -4.8% | 0.552% | |
| 2/17/2025 | Two Sigma Investments LP | 28,500 | $926K | 0.0% | -12.8% | 1.163% | |
| 2/17/2025 | Global Assets Advisory LLC | 20,438 | $658K | 0.4% | +4.5% | 0.834% | |
| 2/17/2025 | Cetera Investment Advisers | 11,104 | $361K | 0.0% | +43.0% | 0.453% | |
| 2/17/2025 | Citadel Advisors LLC | 6,759 | $220K | 0.0% | N/A | 0.276% | |
| 2/17/2025 | Bank of America Corp DE | 106,210 | $3.45M | 0.0% | +26.6% | 4.335% | |
| 2/14/2025 | Jane Street Group LLC | 7,809 | $254K | 0.0% | -67.5% | 0.319% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 9,947 | $323K | 0.0% | +21.8% | 0.406% | |
| 2/13/2025 | Mariner LLC | 21,565 | $700K | 0.0% | +13.9% | 0.880% | |
| 2/13/2025 | Prepared Retirement Institute LLC | 23,939 | $778K | 0.4% | +25.2% | 0.977% | |
| 2/13/2025 | Raymond James Financial Inc. | 33,148 | $1.08M | 0.0% | N/A | 1.353% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 24,526 | $797K | 0.0% | -13.3% | 1.001% | |
| 2/11/2025 | LPL Financial LLC | 42,735 | $1.39M | 0.0% | +27.7% | 1.744% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 12,820 | $416K | 0.0% | -2.3% | 0.523% | |
| 2/6/2025 | Raymond James Financial Inc. | 33,148 | $1.08M | 0.0% | N/A | 1.353% | |
| 2/3/2025 | Private Advisor Group LLC | 12,294 | $399K | 0.0% | N/A | 0.502% | |
| 1/31/2025 | Global Retirement Partners LLC | 76,247 | $2.48M | 0.1% | N/A | 3.112% | |
| 1/31/2025 | Truist Financial Corp | 97,912 | $3.18M | 0.0% | +0.9% | 3.996% | |
| 1/31/2025 | Sanctuary Advisors LLC | 314,640 | $10.48M | 0.1% | +12.3% | 12.842% | |
| 1/27/2025 | Money Concepts Capital Corp | 2,140,108 | $69.51M | 5.2% | +5.9% | 87.351% | |
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| 1/15/2025 | Ameritas Advisory Services LLC | 10,145 | $330K | 0.0% | N/A | 0.414% | |
| 11/25/2024 | Sanctuary Advisors LLC | 280,297 | $10.00M | 0.1% | +8.6% | 11.441% | |
| 11/15/2024 | Jane Street Group LLC | 24,051 | $774K | 0.0% | N/A | 0.982% | |
| 10/28/2024 | US Bancorp DE | 1,657 | $53K | 0.0% | +78.9% | 0.068% | |
| 10/23/2024 | Global Assets Advisory LLC | 19,560 | $620K | 0.3% | N/A | 0.798% | |
| 10/17/2024 | Well Done LLC | 24,954 | $804K | 0.1% | -4.4% | 1.019% | |
| 9/5/2024 | Sanctuary Advisors LLC | 258,015 | $7.54M | 0.1% | N/A | 10.531% | |
| 8/21/2024 | Truist Financial Corp | 91,258 | $2.67M | 0.0% | -5.0% | 3.725% | |
| 7/30/2024 | International Assets Investment Management LLC | 5,470 | $160K | 0.0% | N/A | 0.223% | |
| 7/19/2024 | Well Done LLC | 26,091 | $762K | 0.2% | -20.6% | 1.065% | |
| 7/16/2024 | EWG Elevate Inc. | 39,650 | $1.16M | 0.4% | +7.8% | 1.618% | |
| 7/9/2024 | Lynx Investment Advisory | 3,182 | $93K | 0.1% | N/A | 0.130% | |
| 4/12/2024 | Global Assets Advisory LLC | 577,843 | $19.07M | 0.1% | +2,243.6% | 18.640% | |
| 4/10/2024 | EWG Elevate Inc. | 36,798 | $1.13M | 0.4% | +11.3% | 1.187% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 6,846 | $204K | 0.0% | N/A | 0.221% | |
| 2/16/2024 | Global Assets Advisory LLC | 24,656 | $761K | 1.0% | -18.4% | 0.795% | |
| 2/13/2024 | Tower Research Capital LLC TRC | 3,047 | $94K | 0.0% | -90.6% | 0.098% | |
| 2/2/2024 | Truist Financial Corp | 87,895 | $2.71M | 0.0% | -1.9% | 2.835% | |
| 1/29/2024 | Wealth Effects LLC | 9,350 | $288K | 0.1% | N/A | 0.302% | |
| 1/25/2024 | International Assets Investment Management LLC | 170,501 | $5.54M | 0.0% | N/A | 5.500% | |
| 1/25/2024 | Global Assets Advisory LLC | 24,656 | $759K | 1.0% | -18.4% | 0.795% | |
| 1/24/2024 | International Assets Investment Management LLC | 170,501 | $5.54M | 0.0% | N/A | 5.500% | |
| 1/19/2024 | Synergy Asset Management LLC | 138,275 | $4.26M | 0.8% | N/A | 4.460% | |
| 1/18/2024 | Well Done LLC | 258,353 | $7.96M | 1.6% | -7.8% | 8.334% | |
| 1/16/2024 | Raymond James & Associates | 51,784 | $1.60M | 0.0% | -1.8% | 1.670% | |
| 1/9/2024 | EWG Elevate Inc. | 33,074 | $1.02M | 0.4% | -1.1% | 1.067% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 32,441 | $856K | 0.0% | +78.0% | 1.046% | |
| 10/24/2023 | Raymond James & Associates | 52,742 | $1.39M | 0.0% | -4.9% | 1.701% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 14,279 | $377K | 0.0% | -3.0% | 0.461% | |
| 10/16/2023 | Well Done LLC | 280,161 | $7.40M | 1.6% | -11.1% | 9.037% | |
| 10/10/2023 | EWG Elevate Inc. | 33,445 | $883K | 0.4% | +19.7% | 1.079% | |
| 10/4/2023 | Global Assets Advisory LLC | 30,203 | $797K | 0.7% | -15.8% | 0.974% | |
| 8/1/2023 | Truist Financial Corp | 81,592 | $2.18M | 0.0% | +5.0% | 2.632% | |
| 7/31/2023 | LPL Financial LLC | 83,399 | $2.23M | 0.0% | -3.7% | 2.690% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 8,443 | $225K | 0.0% | -79.0% | 0.264% | |
| 7/25/2023 | Raymond James & Associates | 55,441 | $1.48M | 0.0% | +0.8% | 1.733% | |
| 7/21/2023 | Global Assets Advisory LLC | 35,875 | $958K | 0.9% | -43.1% | 1.121% | |
| 7/20/2023 | Well Done LLC | 315,269 | $8.42M | 1.8% | -4.4% | 9.852% | |
| 7/12/2023 | EWG Elevate Inc. | 27,940 | $746K | 0.3% | +32.8% | 0.873% | |
| 5/9/2023 | Tower Research Capital LLC TRC | 11,274 | $300K | 0.0% | -18.8% | 0.313% | |
| 5/5/2023 | Truist Financial Corp | 77,740 | $2.07M | 0.0% | +30.7% | 2.159% | |
| 5/3/2023 | Integrated Wealth Concepts LLC | 16,800 | $447K | 0.0% | +11.9% | 0.467% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 5,333 | $142K | 0.0% | -25.6% | 0.148% | |
| 4/21/2023 | Global Assets Advisory LLC | 63,029 | $1.63M | 1.7% | -2.7% | 1.751% | |
| 4/20/2023 | Well Done LLC | 329,796 | $8.78M | 1.9% | +3.7% | 9.161% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 40,198 | $1.07M | 0.0% | -1.4% | 0.903% | |
| 4/14/2023 | Raymond James & Associates | 55,010 | $1.46M | 0.0% | +5.2% | 1.236% | |
| 4/13/2023 | EWG Elevate Inc. | 21,045 | $560K | 0.2% | +36.1% | 0.473% | |
| 2/13/2023 | Integrated Wealth Concepts LLC | 15,018 | $423K | 0.0% | N/A | 0.000% | |
| 2/10/2023 | Ameritas Advisory Services LLC | 7,165 | $202K | 0.0% | N/A | 0.000% | |
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| 2/9/2023 | Chicago Partners Investment Group LLC | 6,678 | $205K | 0.0% | -5.8% | 0.000% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 40,778 | $1.15M | 0.0% | +19.6% | 0.000% | |
| 2/8/2023 | Manchester Financial Inc. | 177,555 | $5.00M | 1.4% | -0.8% | 0.000% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 23,579 | $663K | 0.0% | +39.7% | 0.000% | |
| 2/7/2023 | LPL Financial LLC | 88,828 | $2.50M | 0.0% | -17.3% | 0.000% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 24,979 | $703K | 0.0% | +13.7% | 0.000% | |
| 1/31/2023 | Westside Investment Management Inc. | 1,125 | $31K | 0.0% | N/A | 0.000% | |
| 1/31/2023 | Global Assets Advisory LLC | 64,772 | $1.82M | 1.9% | -0.8% | 0.000% | |
| 1/27/2023 | Destiny Wealth Partners LLC | 1,286 | $36K | 0.0% | -84.3% | 0.000% | |
| 1/18/2023 | Well Done LLC | 317,947 | $8.95M | 1.9% | +1.2% | 0.000% | |
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