| 8/1/2025 | Envestnet Asset Management Inc. | 33,924 | $828K | 0.0% | -15.3% | 0.771% | |
| 7/28/2025 | Harbour Investments Inc. | 3,007 | $73K | 0.0% | -70.0% | 0.068% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 131,140 | $3.20M | 0.3% | -2.0% | 2.980% | |
| 7/23/2025 | Avantra Family Wealth Inc. | 156,688 | $3.82M | 3.2% | N/A | 3.561% | |
| 7/22/2025 | Luken Investment Analytics LLC | 4,839 | $118K | 0.1% | -98.6% | 0.110% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 187,837 | $4.58M | 0.5% | -2.6% | 4.269% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 50,683 | $1.24M | 0.1% | -13.6% | 1.152% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 61,476 | $1.50M | 0.0% | -15.9% | 1.397% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 14,394 | $351K | 0.0% | +41.4% | 0.327% | |
| 7/9/2025 | Sterling Manor Financial LLC | 267,309 | $6.52M | 4.3% | -2.0% | 6.075% | |
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| 5/15/2025 | OLD Mission Capital LLC | 20,784 | $472K | 0.0% | N/A | 0.467% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 98,324 | $2.24M | 2.3% | N/A | 2.210% | |
| 5/13/2025 | Raymond James Financial Inc. | 217,697 | $4.95M | 0.0% | -8.3% | 4.892% | |
| 5/13/2025 | HighTower Advisors LLC | 159,469 | $3.63M | 0.0% | N/A | 3.584% | |
| 5/12/2025 | Maia Wealth LLC | 127,099 | $2.86M | 0.6% | N/A | 2.856% | |
| 5/12/2025 | Integrity Financial Corp WA | 19,885 | $452K | 0.3% | -8.7% | 0.447% | |
| 5/8/2025 | Harbour Investments Inc. | 10,009 | $228K | 0.0% | +12.6% | 0.227% | |
| 5/7/2025 | LPL Financial LLC | 62,201 | $1.41M | 0.0% | N/A | 1.414% | |
| 5/6/2025 | Cetera Investment Advisers | 70,846 | $1.61M | 0.0% | +59.4% | 1.610% | |
| 5/5/2025 | IFP Advisors Inc | 2,055 | $47K | 0.0% | +108.6% | 0.047% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 40,044 | $910K | 0.0% | -11.5% | 0.910% | |
| 4/29/2025 | Brookstone Capital Management | 103,854 | $2.36M | 0.0% | -7.6% | 2.360% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 58,632 | $1.34M | 0.1% | +3.1% | 1.333% | |
| 4/28/2025 | Sterling Manor Financial LLC | 272,659 | $6.20M | 4.4% | N/A | 6.197% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 133,833 | $3.04M | 0.3% | +0.8% | 3.042% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 75,732 | $1.72M | 0.0% | +10.5% | 1.721% | |
| 4/21/2025 | Five Pine Wealth Management | 15,064 | $342K | 0.3% | -15.5% | 0.342% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 946,144 | $21.51M | 1.9% | +1,564.0% | 21.503% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 10,549 | $240K | 0.0% | -25.2% | 0.240% | |
| 4/21/2025 | Luken Investment Analytics LLC | 336,458 | $7.65M | 3.6% | N/A | 7.647% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,182 | $231K | 0.0% | -30.0% | 0.229% | |
| 4/15/2025 | Chris Bulman Inc | 94,113 | $2.14M | 1.4% | -4.3% | 2.115% | |
| 4/14/2025 | SOA Wealth Advisors LLC. | 192,938 | $4.39M | 0.5% | +3,089.6% | 4.336% | |
| 4/10/2025 | Whipplewood Advisors LLC | 26,733 | $608K | 0.2% | +1,173.0% | 0.601% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,542 | $316K | 0.0% | N/A | 0.355% | |
| 3/17/2025 | NorthCrest Asset Manangement LLC | 73,105 | $1.59M | 0.0% | +66.7% | 1.783% | |
| 2/18/2025 | Sunbelt Securities Inc. | 20,030 | $436K | 0.0% | N/A | 1.178% | |
| 2/17/2025 | Diligent Investors LLC | 15,400 | $334K | 0.1% | N/A | 0.906% | |
| 2/17/2025 | Cetera Investment Advisers | 44,451 | $965K | 0.0% | +60.3% | 2.615% | |
| 2/17/2025 | Citadel Advisors LLC | 40,546 | $880K | 0.0% | +185.5% | 2.385% | |
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| 2/14/2025 | Concourse Financial Group Securities Inc. | 24,382 | $539K | 0.0% | -2.9% | 1.434% | |
| 2/13/2025 | Summit Investment Advisors Inc. | 19,195 | $417K | 0.4% | +21.0% | 1.129% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 182,001 | $3.95M | 0.0% | N/A | 10.706% | |
| 2/13/2025 | Integrity Financial Corp WA | 21,776 | $473K | 0.3% | +71.9% | 1.281% | |
| 2/13/2025 | Raymond James Financial Inc. | 237,402 | $5.15M | 0.0% | N/A | 13.965% | |
| 2/13/2025 | Advisory Services Network LLC | 21,857 | $474K | 0.0% | N/A | 1.286% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,198 | $26K | 0.0% | -93.0% | 0.070% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,441 | $31K | 0.0% | N/A | 0.085% | |
| 2/10/2025 | Harbour Investments Inc. | 8,889 | $193K | 0.0% | +153.9% | 0.523% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 241,884 | $5.25M | 0.0% | +34.8% | 14.228% | |
| 2/7/2025 | Larson Financial Group LLC | 1,216 | $26K | 0.0% | N/A | 0.072% | |
| 2/6/2025 | Raymond James Financial Inc. | 237,402 | $5.15M | 0.0% | N/A | 13.965% | |
| 2/4/2025 | Wealthgarden F.S. LLC | 16,065 | $349K | 0.3% | N/A | 0.945% | |
| 2/3/2025 | Sigma Planning Corp | 17,115 | $371K | 0.0% | +10.6% | 1.007% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 10,908 | $237K | 0.0% | +5.0% | 0.642% | |
| 1/28/2025 | SOA Wealth Advisors LLC. | 6,049 | $131K | 0.0% | +376.3% | 0.356% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 56,860 | $1.24M | 0.1% | +29.4% | 3.345% | |
| 1/24/2025 | Five Pine Wealth Management | 17,834 | $387K | 0.3% | N/A | 1.049% | |
| 1/24/2025 | Clear Creek Financial Management LLC | 132,748 | $2.88M | 0.3% | N/A | 7.809% | |
| 1/21/2025 | AlphaMark Advisors LLC | 13,415 | $291K | 0.1% | -6.9% | 0.789% | |
| 1/13/2025 | Brookstone Capital Management | 112,391 | $2.44M | 0.0% | -10.0% | 6.611% | |
| 11/15/2024 | Jane Street Group LLC | 24,919 | $569K | 0.0% | N/A | 1.466% | |
| 11/4/2024 | Sigma Planning Corp | 15,468 | $353K | 0.0% | N/A | 0.910% | |
| 10/25/2024 | Valmark Advisers Inc. | 36,490 | $833K | 0.0% | -2.9% | 2.146% | |
| 10/24/2024 | NorthCrest Asset Manangement LLC | 43,842 | $1M | 0.0% | N/A | 2.579% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 43,945 | $1.01M | 0.1% | +143.7% | 2.585% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 4,795 | $109K | 0.0% | -14.6% | 0.282% | |
| 10/22/2024 | Chris Bulman Inc | 111,117 | $2.54M | 1.7% | -16.4% | 6.536% | |
| 10/21/2024 | Integrity Financial Corp WA | 12,668 | $289K | 0.2% | N/A | 0.745% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 25,116 | $573K | 0.0% | -12.0% | 1.477% | |
| 10/8/2024 | Brookstone Capital Management | 124,822 | $2.85M | 0.0% | -6.0% | 7.342% | |
| 8/6/2024 | Chris Bulman Inc | 132,867 | $2.87M | 2.0% | N/A | 7.816% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 189,694 | $4.09M | 0.0% | +1.5% | 11.158% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 61,955 | $1.34M | 0.0% | -1.0% | 3.644% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 28,548 | $616K | 0.0% | +31.5% | 1.679% | |
| 7/18/2024 | Brookstone Capital Management | 132,726 | $2.95M | 0.0% | +4.3% | 7.807% | |
| 7/17/2024 | AlphaMark Advisors LLC | 14,715 | $318K | 0.1% | N/A | 0.866% | |
| 5/24/2024 | Cetera Advisors LLC | 21,300 | $460K | 0.0% | N/A | 1.253% | |
| 5/17/2024 | Vima LLC | 57,637 | $1.25M | 0.3% | N/A | 3.390% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 6,965 | $150K | 0.0% | +100.7% | 0.410% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 21,708 | $469K | 0.0% | -2.7% | 1.277% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 186,958 | $4.04M | 0.0% | -2.0% | 10.998% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 100,297 | $2.17M | 0.0% | +45.9% | 5.900% | |
| 4/15/2024 | Brookstone Capital Management | 127,226 | $2.75M | 0.0% | +0.5% | 7.484% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 5,600 | $121K | 0.1% | +16.5% | 0.467% | |
| 2/14/2024 | LM Advisors LLC | 206,304 | $4.28M | 0.8% | N/A | 17.192% | |
| 2/13/2024 | FinTrust Capital Advisors LLC | 6,385 | $132K | 0.0% | N/A | 0.532% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 62,578 | $1.30M | 0.0% | +37.2% | 5.215% | |
| 2/9/2024 | Corient Private Wealth LLC | 23,234 | $482K | 0.0% | +118.5% | 1.936% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 17,481 | $363K | 0.0% | N/A | 1.457% | |
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| 2/7/2024 | Concourse Financial Group Securities Inc. | 22,304 | $463K | 0.0% | +5.6% | 1.859% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 23,201 | $481K | 0.1% | N/A | 1.933% | |
| 2/2/2024 | Valmark Advisers Inc. | 37,609 | $780K | 0.0% | N/A | 3.134% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 10,213 | $212K | 0.0% | N/A | 0.851% | |
| 1/19/2024 | AlphaMark Advisors LLC | 19,190 | $398K | 0.2% | +90.0% | 1.599% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 68,747 | $1.43M | 0.0% | N/A | 5.729% | |
| 1/16/2024 | Raymond James & Associates | 22,715 | $471K | 0.0% | +49.4% | 1.893% | |
| 1/11/2024 | Brookstone Capital Management | 126,628 | $2.63M | 0.1% | -1.4% | 10.552% | |
| 10/31/2023 | AlphaMark Advisors LLC | 10,100 | $194K | 0.1% | N/A | 0.842% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 45,604 | $877K | 0.0% | -15.7% | 3.800% | |
