| 4/30/2025 | Stratos Wealth Partners LTD. | 13,506 | $472K | 0.0% | -5.1% | 0.711% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 6,159 | $215K | 0.0% | N/A | 0.324% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 156,260 | $5.46M | 0.1% | +4.7% | 8.224% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 15,455 | $540K | 0.0% | +102.2% | 0.813% | |
| 4/23/2025 | TSA Wealth Managment LLC | 6,915 | $241K | 0.1% | N/A | 0.314% | |
| 4/23/2025 | Continuum Advisory LLC | 2,753 | $96K | 0.0% | -28.8% | 0.125% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 40,088 | $1.40M | 0.0% | +120.9% | 1.822% | |
| 2/18/2025 | Elequin Capital LP | 24,833 | $914K | 0.1% | -69.5% | 1.035% | |
| 2/18/2025 | Continuum Advisory LLC | 3,867 | $142K | 0.0% | +7.6% | 0.161% | |
| 2/17/2025 | Cetera Investment Advisers | 41,515 | $1.53M | 0.0% | +37.8% | 1.730% | |
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| 2/17/2025 | Bank of America Corp DE | 46,197 | $1.70M | 0.0% | -1.1% | 1.925% | |
| 2/17/2025 | Benjamin Edwards Inc. | 5,733 | $211K | 0.0% | -13.0% | 0.239% | |
| 2/14/2025 | Jane Street Group LLC | 11,902 | $438K | 0.0% | -47.9% | 0.496% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 7,643 | $281K | 0.0% | N/A | 0.318% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 5,755 | $219K | 0.0% | N/A | 0.240% | |
| 2/13/2025 | Advisory Services Network LLC | 22,254 | $819K | 0.0% | N/A | 0.927% | |
| 2/13/2025 | Concentrum Wealth Management | 14,069 | $518K | 0.2% | -4.8% | 0.586% | |
| 2/12/2025 | JPMorgan Chase & Co. | 6,039 | $222K | 0.0% | -11.6% | 0.252% | |
| 2/11/2025 | LPL Financial LLC | 175,117 | $6.44M | 0.0% | -0.2% | 7.297% | |
| 2/7/2025 | Independent Advisor Alliance | 92,271 | $3.40M | 0.0% | N/A | 3.845% | |
| 2/6/2025 | Raymond James Financial Inc. | 304,766 | $11.21M | 0.0% | N/A | 12.699% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 149,275 | $5.49M | 0.1% | +87.6% | 6.220% | |
| 1/31/2025 | Proactive Wealth Strategies LLC | 42,794 | $1.57M | 0.8% | -1.7% | 1.783% | |
| 1/31/2025 | D.A. Davidson & CO. | 20,481 | $753K | 0.0% | N/A | 0.853% | |
| 1/30/2025 | American Financial Advisors LLC | 10,463 | $385K | 0.1% | -3.4% | 0.436% | |
| 1/28/2025 | Realta Investment Advisors | 7,276 | $270K | 0.1% | N/A | 0.303% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 14,236 | $524K | 0.0% | -4.5% | 0.593% | |
| 1/23/2025 | Synergy Asset Management LLC | 4,723 | $169K | 0.0% | N/A | 0.197% | |
| 11/15/2024 | Continuum Advisory LLC | 3,595 | $133K | 0.0% | -7.6% | 0.150% | |
| 11/15/2024 | Jane Street Group LLC | 22,862 | $816K | 0.0% | -55.0% | 0.953% | |
| 11/15/2024 | Benjamin Edwards Inc. | 6,587 | $235K | 0.0% | N/A | 0.274% | |
| 11/5/2024 | Proactive Wealth Strategies LLC | 43,527 | $1.55M | 0.9% | N/A | 1.814% | |
| 11/4/2024 | Cottonwood Capital Advisors LLC | 8,371 | $299K | 0.2% | -29.4% | 0.349% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 79,562 | $2.84M | 0.1% | -49.3% | 3.315% | |
| 10/22/2024 | International Assets Investment Management LLC | 106,103 | $3.79M | 0.0% | +3,977.7% | 4.421% | |
| 10/11/2024 | Iams Wealth Management LLC | 5,748 | $205K | 0.1% | N/A | 0.240% | |
| 8/22/2024 | Cetera Investment Advisers | 32,323 | $1.10M | 0.0% | -2.4% | 1.347% | |
| 8/12/2024 | SkyOak Wealth LLC | 11,636 | $394K | 0.1% | -5.9% | 0.485% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 157,041 | $5.32M | 0.2% | N/A | 6.543% | |
| 7/30/2024 | International Assets Investment Management LLC | 2,602 | $88K | 0.0% | N/A | 0.108% | |
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| 7/19/2024 | Raymond James & Associates | 92,731 | $3.14M | 0.0% | +43.7% | 3.864% | |
| 7/10/2024 | CWM LLC | 55,810 | $1.89M | 0.0% | +4,896.4% | 2.325% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 121,042 | $4.13M | 0.8% | N/A | 5.043% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 4,838 | $165K | 0.0% | -34.6% | 0.206% | |
| 4/26/2024 | Cottonwood Capital Advisors LLC | 11,980 | $395K | 0.3% | -2.6% | 0.510% | |
| 4/22/2024 | American Financial Advisors LLC | 23,251 | $793K | 0.1% | -21.7% | 0.989% | |
| 2/13/2024 | Tower Research Capital LLC TRC | 1,226 | $41K | 0.0% | N/A | 0.038% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 7,393 | $246K | 0.0% | +7.9% | 0.231% | |
| 2/6/2024 | Concentrum Wealth Management | 15,351 | $512K | 0.0% | -2.6% | 0.480% | |
| 2/2/2024 | Truist Financial Corp | 27,886 | $929K | 0.0% | N/A | 0.871% | |
| 2/1/2024 | CWM LLC | 1,307 | $44K | 0.0% | +220.3% | 0.041% | |
| 1/31/2024 | American Financial Advisors LLC | 29,709 | $990K | 0.1% | -30.5% | 0.928% | |
| 1/25/2024 | International Assets Investment Management LLC | 86,713 | $2.89M | 0.0% | N/A | 2.710% | |
| 1/25/2024 | Retireful LLC | 89,218 | $2.97M | 1.3% | N/A | 2.788% | |
| 1/24/2024 | International Assets Investment Management LLC | 86,713 | $2.89M | 0.0% | N/A | 2.710% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 32,602 | $1.09M | 0.0% | -8.1% | 1.019% | |
| 1/16/2024 | Raymond James & Associates | 66,776 | $2.23M | 0.0% | -1.8% | 2.087% | |
| 1/12/2024 | SkyOak Wealth LLC | 12,366 | $412K | 0.1% | -3.5% | 0.386% | |
| 11/13/2023 | LPL Financial LLC | 157,287 | $4.89M | 0.0% | -24.1% | 4.915% | |
| 11/13/2023 | Kestra Advisory Services LLC | 15,944 | $495K | 0.0% | -34.8% | 0.498% | |
| 11/8/2023 | D.A. Davidson & CO. | 9,608 | $299K | 0.0% | -43.8% | 0.300% | |
| 11/6/2023 | Cottonwood Capital Advisors LLC | 13,212 | $410K | 0.4% | -6.0% | 0.413% | |
| 11/1/2023 | Csenge Advisory Group | 8,279 | $257K | 0.0% | -8.4% | 0.259% | |
| 10/24/2023 | SkyOak Wealth LLC | 12,816 | $398K | 0.1% | -5.6% | 0.401% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 13,664 | $425K | 0.0% | +6.4% | 0.427% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 35,480 | $1.10M | 0.0% | -2.5% | 1.109% | |
| 10/24/2023 | Raymond James & Associates | 67,997 | $2.11M | 0.0% | -26.2% | 2.125% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 22,362 | $695K | 0.0% | -16.3% | 0.699% | |
| 8/11/2023 | Kestra Advisory Services LLC | 24,464 | $799K | 0.0% | -68.7% | 0.765% | |
| 8/11/2023 | Guggenheim Capital LLC | 42,897 | $1.40M | 0.0% | -1.4% | 1.341% | |
| 8/10/2023 | Osaic Holdings Inc. | 90,762 | $2.97M | 0.0% | -14.2% | 2.836% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 14,097 | $460K | 0.0% | -4.5% | 0.441% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 34,254 | $1.12M | 0.0% | -54.4% | 1.038% | |
| 8/4/2023 | Cottonwood Capital Advisors LLC | 14,053 | $459K | 0.4% | -2.6% | 0.426% | |
| 8/2/2023 | Bank of Montreal Can | 55,083 | $1.80M | 0.0% | N/A | 1.669% | |
| 7/31/2023 | LPL Financial LLC | 207,324 | $6.77M | 0.0% | -47.2% | 6.283% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 36,402 | $1.19M | 0.0% | -8.8% | 1.103% | |
| 7/25/2023 | Raymond James & Associates | 92,104 | $3.01M | 0.0% | -4.8% | 2.791% | |
| 7/20/2023 | Csenge Advisory Group | 9,037 | $295K | 0.0% | -13.9% | 0.274% | |
| 7/18/2023 | Stratos Wealth Partners LTD. | 12,841 | $419K | 0.0% | +2.8% | 0.389% | |
| 7/13/2023 | American Financial Advisors LLC | 52,788 | $1.72M | 0.3% | -18.4% | 1.600% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 26,732 | $873K | 0.0% | -10.5% | 0.810% | |
| 5/11/2023 | Guggenheim Capital LLC | 43,487 | $1.39M | 0.0% | -1.4% | 1.191% | |
| 5/10/2023 | LPL Financial LLC | 392,873 | $12.54M | 0.0% | -10.0% | 10.764% | |
| 5/3/2023 | Concentrum Wealth Management | 15,797 | $504K | 0.4% | -2.0% | 0.433% | |
| 5/2/2023 | SkyOak Wealth LLC | 13,576 | $433K | 0.1% | -3.3% | 0.372% | |
| 5/1/2023 | Csenge Advisory Group | 10,500 | $335K | 0.0% | -41.4% | 0.288% | |
| 4/27/2023 | Stratos Wealth Partners LTD. | 12,491 | $399K | 0.0% | -6.4% | 0.342% | |
| 4/27/2023 | Benjamin F. Edwards & Company Inc. | 6,805 | $217K | 0.0% | -10.4% | 0.186% | |
| 4/25/2023 | Foundations Investment Advisors LLC | 60,809 | $1.94M | 0.1% | +8.8% | 1.666% | |
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| 4/25/2023 | D.A. Davidson & CO. | 16,933 | $540K | 0.0% | +3.1% | 0.464% | |
| 4/18/2023 | American Financial Advisors LLC | 64,683 | $2.06M | 0.3% | -5.5% | 1.772% | |
| 4/18/2023 | First Hawaiian Bank | 77,535 | $2.47M | 0.1% | N/A | 2.124% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 39,925 | $1.27M | 0.0% | -61.8% | 1.094% | |
| 4/14/2023 | Raymond James & Associates | 96,714 | $3.09M | 0.0% | -17.3% | 2.650% | |
| 2/14/2023 | Tyler Stone Wealth Management | 2,925 | $93K | 0.1% | -66.8% | 0.050% | |
| 2/13/2023 | GeoWealth Management LLC | 40,753 | $1.29M | 0.1% | N/A | 0.697% | |
| 2/10/2023 | Continuum Advisory LLC | 8,883 | $282K | 0.1% | -96.8% | 0.152% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 114,031 | $3.61M | 0.0% | -7.7% | 1.949% | |
| 2/10/2023 | PNC Financial Services Group Inc. | 36,495 | $1.16M | 0.0% | +888.5% | 0.624% | |
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