| 5/1/2025 | CWM LLC | 81,175 | $3.10M | 0.0% | +93.4% | 1.262% | |
| 4/30/2025 | Trek Financial LLC | 15,993 | $610K | 0.0% | +111.2% | 0.249% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 39,769 | $1.52M | 0.0% | +99.4% | 0.618% | |
| 4/29/2025 | Strategic Blueprint LLC | 135,176 | $5.16M | 0.3% | -0.6% | 2.102% | |
| 4/29/2025 | Brookstone Capital Management | 1,444,403 | $55.09M | 0.8% | +3,173.8% | 22.463% | |
| 4/28/2025 | Mutual Advisors LLC | 21,161 | $803K | 0.0% | N/A | 0.329% | |
| 4/23/2025 | Spire Wealth Management | 52,897 | $2.02M | 0.1% | +157.5% | 0.823% | |
| 4/23/2025 | IMG Wealth Management Inc. | 48,473 | $1.85M | 1.7% | +2.2% | 0.754% | |
| 4/22/2025 | Prairie Wealth Advisors Inc. | 65,764 | $2.51M | 1.2% | +2.9% | 1.023% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 39,502 | $1.51M | 0.0% | -8.5% | 0.614% | |
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| 4/18/2025 | DHJJ Financial Advisors Ltd. | 3,883 | $148K | 0.1% | -26.0% | 0.060% | |
| 4/16/2025 | Southland Equity Partners LLC | 16,040 | $612K | 0.1% | -14.2% | 0.259% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 44,837 | $1.71M | 0.0% | +10.5% | 0.723% | |
| 4/15/2025 | Central Valley Advisors LLC | 39,185 | $1.50M | 0.6% | +108.1% | 0.632% | |
| 4/15/2025 | Accurate Wealth Management LLC | 29,244 | $1.09M | 0.2% | +15.3% | 0.472% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 10,758 | $410K | 0.1% | N/A | 0.174% | |
| 4/14/2025 | City Center Advisors LLC | 13,744 | $524K | 0.6% | +3.7% | 0.222% | |
| 4/11/2025 | KFG Wealth Management LLC | 23,194 | $885K | 0.2% | +23.7% | 0.374% | |
| 4/10/2025 | Fermata Advisors LLC | 498,653 | $19.02M | 3.4% | -7.7% | 8.043% | |
| 4/9/2025 | RFG Advisory LLC | 13,181 | $503K | 0.0% | +91.1% | 0.213% | |
| 4/8/2025 | Lantz Financial LLC | 52,618 | $2.01M | 0.5% | N/A | 0.849% | |
| 4/3/2025 | Hiley Hunt Wealth Management | 12,824 | $490K | 0.3% | N/A | 0.207% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 16,228 | $632K | 0.2% | N/A | 0.281% | |
| 2/18/2025 | Orion Capital Management LLC | 3,983 | $155K | 0.1% | N/A | 0.073% | |
| 2/17/2025 | CoreCap Advisors LLC | 8,310 | $324K | 0.0% | -9.2% | 0.153% | |
| 2/17/2025 | Cetera Investment Advisers | 28,720 | $1.12M | 0.0% | -8.8% | 0.529% | |
| 2/17/2025 | Citadel Advisors LLC | 13,520 | $527K | 0.0% | +18.4% | 0.249% | |
| 2/14/2025 | Jane Street Group LLC | 12,090 | $471K | 0.0% | -67.1% | 0.223% | |
| 2/14/2025 | Long Island Wealth Management Inc. | 32,324 | $1.26M | 0.8% | -1.1% | 0.595% | |
| 2/14/2025 | MGO One Seven LLC | 113,443 | $4.42M | 0.2% | -1.2% | 2.089% | |
| 2/14/2025 | Tradition Wealth Management LLC | 8,487 | $331K | 0.0% | -85.3% | 0.156% | |
| 2/13/2025 | Barclays PLC | 3,800 | $148K | 0.0% | +7,207.7% | 0.070% | |
| 2/13/2025 | Townsquare Capital LLC | 8,458 | $329K | 0.0% | -16.1% | 0.156% | |
| 2/13/2025 | Raymond James Financial Inc. | 78,012 | $3.04M | 0.0% | N/A | 1.437% | |
| 2/13/2025 | Trek Financial LLC | 7,571 | $295K | 0.0% | -4.4% | 0.139% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 19,942 | $777K | 0.0% | -32.4% | 0.367% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 18,912 | $737K | 0.1% | +78.2% | 0.348% | |
| 2/11/2025 | LPL Financial LLC | 26,770 | $1.04M | 0.0% | -2.2% | 0.493% | |
| 2/10/2025 | IMG Wealth Management Inc. | 47,424 | $1.85M | 1.7% | N/A | 0.873% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 184,807 | $7.20M | 0.0% | -7.7% | 3.403% | |
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| 2/7/2025 | PFG Advisors | 43,667 | $1.70M | 0.1% | -12.8% | 0.804% | |
| 2/7/2025 | HighTower Advisors LLC | 10,654 | $415K | 0.0% | N/A | 0.196% | |
| 2/6/2025 | Raymond James Financial Inc. | 78,012 | $3.04M | 0.0% | N/A | 1.437% | |
| 2/5/2025 | SRS Capital Advisors Inc. | 1,200 | $47K | 0.0% | +47.2% | 0.022% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 169,070 | $6.59M | 0.2% | +7.7% | 3.114% | |
| 1/31/2025 | Truist Financial Corp | 85,900 | $3.35M | 0.0% | -0.7% | 1.582% | |
| 1/30/2025 | Allworth Financial LP | 54,855 | $2.17M | 0.0% | -21.2% | 1.010% | |
| 1/30/2025 | DHJJ Financial Advisors Ltd. | 5,248 | $204K | 0.1% | -16.2% | 0.097% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 3,290 | $128K | 0.0% | N/A | 0.061% | |
| 1/28/2025 | Archer Investment Corp | 1,057 | $41K | 0.0% | -34.9% | 0.019% | |
| 1/28/2025 | Prairie Wealth Advisors Inc. | 63,911 | $2.49M | 1.2% | N/A | 1.177% | |
| 1/24/2025 | Compass Advisory Group LLC | 21,283 | $829K | 0.3% | -2.6% | 0.392% | |
| 1/23/2025 | Strategic Blueprint LLC | 135,947 | $5.30M | 0.3% | -15.1% | 2.504% | |
| 1/21/2025 | KFG Wealth Management LLC | 18,746 | $730K | 0.1% | -33.4% | 0.345% | |
| 1/21/2025 | RFG Advisory LLC | 6,896 | $269K | 0.0% | -59.6% | 0.127% | |
| 1/15/2025 | Central Valley Advisors LLC | 18,831 | $733K | 0.3% | +191.2% | 0.347% | |
| 1/15/2025 | Fermata Advisors LLC | 540,220 | $21.04M | 3.9% | -3.5% | 9.949% | |
| 1/14/2025 | Accurate Wealth Management LLC | 25,373 | $983K | 0.2% | +4.1% | 0.467% | |
| 1/13/2025 | Brookstone Capital Management | 44,120 | $1.72M | 0.0% | -2.0% | 0.813% | |
| 1/7/2025 | FC Advisory LLC | 5,580 | $217K | 0.1% | N/A | 0.103% | |
| 12/26/2024 | JPMorgan Chase & Co. | 952 | $36K | 0.0% | -58.0% | 0.018% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 10,611 | $404K | 0.0% | -21.3% | 0.195% | |
| 11/15/2024 | Continuum Advisory LLC | 9,699 | $375K | 0.0% | +11.3% | 0.179% | |
| 11/15/2024 | Jane Street Group LLC | 36,706 | $1.40M | 0.0% | +356.7% | 0.676% | |
| 11/14/2024 | Tradition Wealth Management LLC | 57,847 | $2.20M | 0.2% | -32.4% | 1.065% | |
| 11/13/2024 | WorthPointe LLC | 9,642 | $367K | 0.2% | +8.1% | 0.178% | |
| 11/13/2024 | Townsquare Capital LLC | 10,087 | $384K | 0.0% | N/A | 0.186% | |
| 11/6/2024 | Archer Investment Corp | 1,623 | $62K | 0.0% | -97.0% | 0.030% | |
| 11/5/2024 | Harbour Investments Inc. | 11,124 | $423K | 0.0% | -5.2% | 0.205% | |
| 11/2/2024 | XML Financial LLC | 8,573 | $326K | 0.0% | -12.2% | 0.158% | |
| 10/25/2024 | Strategic Blueprint LLC | 160,163 | $6.09M | 0.4% | -0.9% | 2.950% | |
| 10/25/2024 | Worth Financial Advisory Group LLC | 32,427 | $1.23M | 0.7% | -2.0% | 0.597% | |
| 10/23/2024 | Allworth Financial LP | 69,580 | $2.65M | 0.0% | -10.7% | 1.281% | |
| 10/18/2024 | Raymond James & Associates | 66,511 | $2.53M | 0.0% | +59.3% | 1.225% | |
| 10/18/2024 | Accurate Wealth Management LLC | 24,382 | $932K | 0.2% | -3.4% | 0.449% | |
| 10/9/2024 | Fermata Advisors LLC | 559,943 | $21.31M | 4.3% | +4.4% | 10.312% | |
| 10/9/2024 | Maltin Wealth Management Inc. | 19,713 | $750K | 0.4% | -1.7% | 0.363% | |
| 10/8/2024 | CWM LLC | 30,120 | $1.15M | 0.0% | +367.7% | 0.555% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 156,921 | $5.97M | 0.5% | +3.4% | 2.890% | |
| 10/8/2024 | Brookstone Capital Management | 45,023 | $1.71M | 0.0% | -14.2% | 0.829% | |
| 8/22/2024 | Cetera Investment Advisers | 36,606 | $1.36M | 0.0% | -12.8% | 0.674% | |
| 8/21/2024 | Truist Financial Corp | 87,161 | $3.24M | 0.0% | -0.6% | 1.605% | |
| 8/16/2024 | Long Island Wealth Management Inc. | 39,954 | $1.48M | 1.0% | -4.5% | 0.736% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 7,300 | $271K | 0.0% | -17.0% | 0.134% | |
| 8/7/2024 | MGO One Seven LLC | 131,858 | $4.89M | 0.2% | -15.5% | 2.428% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 1,299 | $48K | 0.0% | N/A | 0.024% | |
| 8/6/2024 | Chris Bulman Inc | 3,154 | $117K | 0.1% | N/A | 0.058% | |
| 8/2/2024 | Archer Investment Corp | 53,674 | $1.99M | 0.6% | -2.4% | 0.988% | |
| 7/31/2024 | Spire Wealth Management | 27,050 | $1.00M | 0.0% | -19.4% | 0.498% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 255,026 | $9.46M | 0.0% | -3.6% | 4.697% | |
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| 7/29/2024 | Nations Financial Group Inc. IA ADV | 22,751 | $844K | 0.1% | +4.7% | 0.419% | |
| 7/27/2024 | Strategic Blueprint LLC | 161,546 | $6.00M | 0.4% | -2.1% | 2.975% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 74,275 | $2.76M | 0.0% | -2.5% | 1.368% | |
| 7/19/2024 | KFG Wealth Management LLC | 31,677 | $1.18M | 0.5% | -2.0% | 0.583% | |
| 7/19/2024 | Raymond James & Associates | 41,739 | $1.55M | 0.0% | +34.4% | 0.769% | |
| 7/19/2024 | MBL Wealth LLC | 19,755 | $733K | 0.1% | -34.9% | 0.364% | |
| 7/18/2024 | Brookstone Capital Management | 52,504 | $1.96M | 0.0% | -88.5% | 0.967% | |
| 7/18/2024 | Triad Wealth Partners LLC | 1,502 | $56K | 0.0% | N/A | 0.028% | |
| 7/13/2024 | Fermata Advisors LLC | 536,138 | $19.90M | 4.6% | +7.8% | 9.874% | |
| 7/10/2024 | CWM LLC | 6,440 | $239K | 0.0% | +21.0% | 0.119% | |
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