| 4/30/2025 | Trek Financial LLC | 153,090 | $5.07M | 0.4% | -5.7% | 8.057% | |
| 4/23/2025 | Spire Wealth Management | 35,885 | $1.19M | 0.0% | -15.8% | 1.889% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 15,353 | $509K | 0.1% | -8.6% | 0.808% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 17,447 | $578K | 0.0% | -4.1% | 0.918% | |
| 4/11/2025 | KFG Wealth Management LLC | 119,360 | $3.96M | 0.7% | -31.2% | 6.282% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 18,198 | $615K | 0.0% | -15.1% | 0.910% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 26,790 | $905K | 0.3% | N/A | 1.320% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 43,251 | $1.50M | 0.4% | -3.6% | 2.131% | |
| 2/17/2025 | Cetera Investment Advisers | 10,580 | $358K | 0.0% | +5.5% | 0.630% | |
| 2/14/2025 | Berger Financial Group Inc | 213,974 | $7.23M | 0.5% | -22.4% | 12.737% | |
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| 2/14/2025 | IHT Wealth Management LLC | 11,963 | $404K | 0.0% | -32.9% | 0.712% | |
| 2/13/2025 | SageView Advisory Group LLC | 27,452 | $928K | 0.0% | +60.3% | 1.634% | |
| 2/13/2025 | Trek Financial LLC | 162,316 | $5.49M | 0.4% | -0.7% | 9.662% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 26,177 | $885K | 0.0% | -4.9% | 1.558% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 11,333 | $383K | 0.0% | -8.9% | 0.675% | |
| 2/12/2025 | OLD Mission Capital LLC | 20,582 | $696K | 0.0% | -13.4% | 1.225% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 16,795 | $568K | 0.1% | N/A | 1.000% | |
| 2/10/2025 | IMG Wealth Management Inc. | 26,209 | $886K | 0.8% | N/A | 1.560% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 84,476 | $2.86M | 0.0% | -1.7% | 5.028% | |
| 2/4/2025 | WealthShield Partners LLC | 5,176 | $175K | 0.0% | -20.7% | 0.308% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 122,795 | $4.15M | 0.1% | +9.5% | 7.309% | |
| 1/24/2025 | Spire Wealth Management | 42,608 | $1.44M | 0.0% | -4.0% | 2.536% | |
| 1/21/2025 | KFG Wealth Management LLC | 173,374 | $5.86M | 1.1% | -17.6% | 10.320% | |
| 1/15/2025 | Central Valley Advisors LLC | 21,997 | $744K | 0.3% | -4.1% | 1.309% | |
| 1/13/2025 | Brookstone Capital Management | 37,323 | $1.26M | 0.0% | -93.6% | 2.222% | |
| 11/19/2024 | Barclays PLC | 4,454 | $148K | 0.0% | N/A | 0.265% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 12,435 | $412K | 0.0% | -16.9% | 0.740% | |
| 11/15/2024 | Barclays PLC | 4,454 | $148K | 0.0% | N/A | 0.265% | |
| 11/15/2024 | MML Investors Services LLC | 9,688 | $322K | 0.0% | N/A | 0.577% | |
| 11/15/2024 | Jane Street Group LLC | 20,647 | $686K | 0.0% | +74.3% | 1.229% | |
| 11/15/2024 | SageView Advisory Group LLC | 17,126 | $569K | 0.0% | -65.4% | 1.019% | |
| 11/15/2024 | IHT Wealth Management LLC | 17,825 | $602K | 0.0% | +3.6% | 1.061% | |
| 11/4/2024 | Sigma Planning Corp | 37,321 | $1.24M | 0.0% | -8.2% | 2.221% | |
| 10/25/2024 | Worth Financial Advisory Group LLC | 27,675 | $920K | 0.5% | -1.8% | 1.647% | |
| 10/21/2024 | Integrity Financial Corp WA | 3,084 | $102K | 0.1% | -19.6% | 0.184% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 112,134 | $3.73M | 0.3% | +6.9% | 6.675% | |
| 10/8/2024 | Brookstone Capital Management | 583,767 | $19.40M | 0.3% | +6.8% | 34.748% | |
| 8/21/2024 | Truist Financial Corp | 22,017 | $705K | 0.0% | N/A | 1.311% | |
| 8/13/2024 | AE Wealth Management LLC | 6,788 | $217K | 0.0% | N/A | 0.404% | |
| 8/2/2024 | Archer Investment Corp | 23,805 | $762K | 0.2% | +170.6% | 1.417% | |
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| 7/31/2024 | Spire Wealth Management | 44,373 | $1.42M | 0.1% | +449.2% | 2.641% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 85,956 | $2.75M | 0.0% | +1.9% | 5.116% | |
| 7/26/2024 | WealthShield Partners LLC | 7,438 | $238K | 0.0% | +107.5% | 0.443% | |
| 7/26/2024 | Worth Financial Advisory Group LLC | 28,196 | $902K | 0.6% | N/A | 1.678% | |
| 7/25/2024 | RPS Advisory Solutions LLC | 13,211 | $423K | 0.4% | N/A | 0.786% | |
| 7/19/2024 | KFG Wealth Management LLC | 207,274 | $6.63M | 2.6% | +329.4% | 12.338% | |
| 7/18/2024 | Brookstone Capital Management | 546,378 | $17.70M | 0.3% | +930.6% | 32.523% | |
| 7/18/2024 | Fiduciary Financial Group LLC | 9,478 | $309K | 0.1% | N/A | 0.564% | |
| 7/15/2024 | RFG Advisory LLC | 7,623 | $244K | 0.0% | N/A | 0.454% | |
| 7/12/2024 | Central Valley Advisors LLC | 22,947 | $744K | 0.4% | N/A | 1.366% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 59,091 | $1.83M | 0.2% | -9.3% | 3.517% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 84,385 | $2.62M | 0.0% | +6.1% | 5.023% | |
| 4/19/2024 | KFG Wealth Management LLC | 48,269 | $1.50M | 0.6% | -26.8% | 2.758% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 21,432 | $665K | 0.0% | -6.7% | 1.225% | |
| 4/15/2024 | Brookstone Capital Management | 53,018 | $1.64M | 0.0% | -22.3% | 3.030% | |
| 2/9/2024 | Advisory Services Network LLC | 5,745 | $173K | 0.0% | N/A | 0.198% | |
| 2/9/2024 | SageView Advisory Group LLC | 34,721 | $1.04M | 0.0% | N/A | 1.197% | |
| 2/7/2024 | Berger Financial Group Inc | 176,120 | $5.29M | 0.5% | -0.8% | 6.073% | |
| 2/6/2024 | Spire Wealth Management | 8,080 | $245K | 0.0% | -11.5% | 0.279% | |
| 1/31/2024 | KFG Wealth Management LLC | 65,950 | $1.98M | 0.9% | -8.7% | 2.274% | |
| 1/31/2024 | Archer Investment Corp | 9,300 | $280K | 0.1% | -34.8% | 0.321% | |
| 1/24/2024 | Stratos Wealth Advisors LLC | 7,117 | $214K | 0.0% | -28.8% | 0.245% | |
| 1/19/2024 | PFG Advisors | 13,098 | $394K | 0.0% | -15.3% | 0.452% | |
| 1/11/2024 | Brookstone Capital Management | 68,230 | $2.05M | 0.0% | -85.8% | 2.353% | |
| 11/13/2023 | Garden State Investment Advisory Services LLC | 17,235 | $488K | 0.2% | -28.8% | 0.594% | |
| 11/8/2023 | Archer Investment Corp | 14,258 | $404K | 0.1% | -9.5% | 0.492% | |
| 11/7/2023 | Kingsview Wealth Management LLC | 7,621 | $216K | 0.0% | N/A | 0.263% | |
| 11/3/2023 | Berger Financial Group Inc | 177,479 | $5.02M | 0.6% | +5.5% | 6.120% | |
| 11/2/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 73,974 | $2.09M | 0.3% | -58.7% | 2.551% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 79,001 | $2.24M | 0.0% | -2.3% | 2.724% | |
| 10/20/2023 | Brookstone Capital Management | 481,794 | $13.63M | 0.3% | -9.2% | 16.614% | |
| 10/17/2023 | KFG Wealth Management LLC | 72,234 | $2.04M | 1.1% | +8.7% | 2.491% | |
| 10/13/2023 | PFG Advisors | 15,456 | $437K | 0.0% | +76.2% | 0.533% | |
| 10/13/2023 | Cypress Wealth Services LLC | 21,707 | $614K | 0.2% | -63.6% | 0.749% | |
| 10/11/2023 | Castle Rock Wealth Management LLC | 45,543 | $1.28M | 0.4% | -4.0% | 1.570% | |
| 10/10/2023 | DHJJ Financial Advisors Ltd. | 1,325 | $37K | 0.0% | N/A | 0.046% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 80,858 | $2.31M | 0.0% | -1.3% | 2.788% | |
| 8/10/2023 | Berger Financial Group Inc | 168,209 | $4.81M | 0.5% | +1.0% | 5.800% | |
| 8/10/2023 | Cetera Investment Advisers | 16,045 | $459K | 0.0% | N/A | 0.553% | |
| 8/8/2023 | Archer Investment Corp | 15,755 | $450K | 0.2% | +42.8% | 0.543% | |
| 8/8/2023 | Balboa Wealth Partners | 8,878 | $254K | 0.1% | -60.4% | 0.306% | |
| 8/8/2023 | Sequoia Financial Advisors LLC | 8,985 | $257K | 0.0% | N/A | 0.310% | |
| 8/4/2023 | U.S. Capital Wealth Advisors LLC | 7,865 | $225K | 0.0% | N/A | 0.271% | |
| 8/3/2023 | CWM LLC | 1,781 | $51K | 0.0% | N/A | 0.061% | |
| 8/3/2023 | WealthShield Partners LLC | 3,584 | $102K | 0.0% | N/A | 0.124% | |
| 7/26/2023 | Michael S. Ryan Inc. | 23,328 | $667K | 0.6% | N/A | 0.718% | |
| 7/24/2023 | Comprehensive Financial Consultants Institutional Inc. | 69,481 | $2.00M | 1.1% | N/A | 2.138% | |
| 7/21/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 179,224 | $5.12M | 0.7% | -16.7% | 5.515% | |
| 7/20/2023 | PFG Advisors | 8,773 | $251K | 0.0% | N/A | 0.270% | |
| 7/18/2023 | KFG Wealth Management LLC | 66,425 | $1.90M | 1.1% | +46.8% | 2.044% | |
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| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 9,531 | $272K | 0.0% | -65.6% | 0.293% | |
| 7/11/2023 | Brookstone Capital Management | 530,894 | $15.11M | 0.3% | +6.8% | 16.335% | |
| 7/10/2023 | AE Wealth Management LLC | 19,357 | $553K | 0.0% | N/A | 0.596% | |
| 7/10/2023 | Smith Anglin Financial LLC | 11,747 | $336K | 0.0% | N/A | 0.361% | |
| 5/22/2023 | Arete Wealth Advisors LLC | 21,601 | $596K | 0.0% | N/A | 0.655% | |
| 5/15/2023 | Trek Financial LLC | 328,199 | $9.05M | 0.8% | -0.4% | 9.945% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 81,937 | $2.26M | 0.0% | +2.3% | 2.483% | |
| 5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,000 | $55K | 0.0% | N/A | 0.061% | |
| 5/10/2023 | WealthPLAN Partners LLC | 6,525 | $180K | 0.0% | N/A | 0.198% | |
| 5/9/2023 | Archer Investment Corp | 11,035 | $304K | 0.1% | -44.2% | 0.334% | |
