| 4/29/2025 | Envestnet Asset Management Inc. | 31,847 | $856K | 0.0% | +12.2% | 0.631% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 12,825 | $345K | 0.0% | -5.1% | 0.254% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 39,677 | $1.07M | 0.2% | +2.3% | 0.786% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 21,277 | $572K | 0.0% | +3.6% | 0.421% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 79,088 | $2.13M | 0.0% | -42.3% | 1.506% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,377 | $252K | 0.0% | -11.5% | 0.179% | |
| 4/10/2025 | EWG Elevate Inc. | 67,387 | $1.81M | 0.7% | +8.2% | 1.260% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,591 | $275K | 0.0% | N/A | 0.193% | |
| 2/18/2025 | GTS Securities LLC | 11,199 | $291K | 0.0% | N/A | 0.204% | |
| 2/17/2025 | Visionary Wealth Advisors | 46,323 | $1.20M | 0.1% | +22.0% | 0.842% | |
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| 2/17/2025 | KKM Financial LLC | 13,582 | $353K | 0.1% | +16.0% | 0.247% | |
| 2/17/2025 | Cetera Investment Advisers | 55,461 | $1.44M | 0.0% | -29.4% | 1.008% | |
| 2/17/2025 | Baird Financial Group Inc. | 12,600 | $327K | 0.0% | -29.3% | 0.229% | |
| 2/17/2025 | Benjamin Edwards Inc. | 13,168 | $342K | 0.0% | N/A | 0.239% | |
| 2/14/2025 | Jane Street Group LLC | 484,398 | $12.59M | 0.0% | N/A | 8.807% | |
| 2/14/2025 | Comerica Bank | 21,923 | $570K | 0.0% | -19.5% | 0.399% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 2,637 | $69K | 0.0% | -31.1% | 0.048% | |
| 2/14/2025 | Susquehanna International Group LLP | 118,949 | $3.09M | 0.0% | N/A | 2.163% | |
| 2/14/2025 | First Trust Advisors LP | 42,184 | $1.10M | 0.0% | -77.8% | 0.767% | |
| 2/13/2025 | NewEdge Advisors LLC | 42,420 | $1.10M | 0.0% | +4.7% | 0.771% | |
| 2/13/2025 | Raymond James Financial Inc. | 97,684 | $2.54M | 0.0% | N/A | 1.776% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 28,377 | $737K | 0.0% | -78.5% | 0.516% | |
| 2/13/2025 | Wells Fargo & Company MN | 215,251 | $5.59M | 0.0% | -52.3% | 3.914% | |
| 2/12/2025 | OLD Mission Capital LLC | 69,423 | $1.80M | 0.0% | N/A | 1.262% | |
| 2/12/2025 | FSB Premier Wealth Management Inc. | 10,791 | $280K | 0.1% | +16.6% | 0.196% | |
| 2/11/2025 | LPL Financial LLC | 315,228 | $8.19M | 0.0% | -57.4% | 5.731% | |
| 2/11/2025 | TAP Consulting LLC | 9,519 | $247K | 0.1% | -48.2% | 0.173% | |
| 2/10/2025 | Harbour Investments Inc. | 3,995 | $104K | 0.0% | -58.7% | 0.073% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 14,626 | $380K | 0.0% | -4.3% | 0.266% | |
| 2/7/2025 | Independent Advisor Alliance | 140,445 | $3.65M | 0.0% | N/A | 2.554% | |
| 2/6/2025 | Raymond James Financial Inc. | 97,684 | $2.54M | 0.0% | N/A | 1.760% | |
| 2/6/2025 | Assetmark Inc. | 1,607 | $42K | 0.0% | -93.6% | 0.029% | |
| 2/4/2025 | Pine Valley Investments Ltd Liability Co | 42,303 | $1.10M | 0.1% | -7.2% | 0.762% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 13,513 | $351K | 0.0% | -87.7% | 0.243% | |
| 2/3/2025 | Private Advisor Group LLC | 10,711 | $278K | 0.0% | -77.4% | 0.193% | |
| 1/30/2025 | Walkner Condon Financial Advisors LLC | 38,776 | $1.01M | 0.2% | -6.5% | 0.699% | |
| 1/24/2025 | Spire Wealth Management | 11,965 | $311K | 0.0% | +111.2% | 0.216% | |
| 1/23/2025 | Synergy Asset Management LLC | 22,427 | $614K | 0.0% | +133.2% | 0.404% | |
| 1/23/2025 | Iams Wealth Management LLC | 9,122 | $237K | 0.1% | -6.1% | 0.164% | |
| 1/21/2025 | Cottonwood Capital Advisors LLC | 30,470 | $792K | 0.6% | -2.9% | 0.549% | |
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| 1/21/2025 | Euro Pacific Asset Management LLC | 117,473 | $3.09M | 0.7% | +0.9% | 2.117% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 137,130 | $3.56M | 0.0% | +7.6% | 2.471% | |
| 1/13/2025 | EWG Elevate Inc. | 62,272 | $1.62M | 0.5% | +4.9% | 1.102% | |
| 11/25/2024 | Pine Valley Investments Ltd Liability Co | 45,564 | $1.32M | 0.1% | -50.2% | 0.620% | |
| 11/14/2024 | Flow Traders U.S. LLC | 60,160 | $1.74M | 0.1% | +501.6% | 0.819% | |
| 11/13/2024 | D.A. Davidson & CO. | 28,059 | $813K | 0.0% | N/A | 0.382% | |
| 11/12/2024 | KKM Financial LLC | 11,713 | $339K | 0.2% | +33.3% | 0.159% | |
| 11/8/2024 | Prospera Financial Services Inc | 26,595 | $771K | 0.0% | +9.4% | 0.362% | |
| 11/6/2024 | Euro Pacific Asset Management LLC | 116,432 | $3.41M | 0.6% | -0.6% | 1.584% | |
| 11/5/2024 | Harbour Investments Inc. | 9,683 | $281K | 0.0% | -84.9% | 0.132% | |
| 11/4/2024 | Cottonwood Capital Advisors LLC | 31,372 | $909K | 0.7% | -5.1% | 0.427% | |
| 11/1/2024 | Assetmark Inc. | 25,258 | $732K | 0.0% | +28.5% | 0.341% | |
| 10/31/2024 | Walkner Condon Financial Advisors LLC | 41,455 | $1.20M | 0.2% | +6.3% | 0.560% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 109,438 | $3.17M | 0.1% | N/A | 1.479% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 127,480 | $3.69M | 0.0% | -0.7% | 1.723% | |
| 10/22/2024 | Private Advisor Group LLC | 47,338 | $1.37M | 0.0% | +8.6% | 0.648% | |
| 10/11/2024 | Iams Wealth Management LLC | 9,710 | $281K | 0.1% | +5.9% | 0.136% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 8,284 | $240K | 0.0% | -6.2% | 0.116% | |
| 10/9/2024 | TAP Consulting LLC | 18,376 | $533K | 0.1% | N/A | 0.257% | |
| 10/8/2024 | CWM LLC | 56,300 | $1.63M | 0.0% | +26,208.4% | 0.793% | |
| 10/7/2024 | EWG Elevate Inc. | 59,341 | $1.72M | 0.7% | +1.0% | 0.836% | |
| 8/22/2024 | Cetera Investment Advisers | 71,469 | $1.94M | 0.0% | -15.6% | 1.059% | |
| 8/21/2024 | Truist Financial Corp | 414,581 | $11.26M | 0.0% | -1.1% | 6.142% | |
| 8/13/2024 | AE Wealth Management LLC | 9,937 | $270K | 0.0% | N/A | 0.147% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 6,274 | $170K | 0.0% | +47.3% | 0.093% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 533,138 | $14.49M | 0.0% | +24.1% | 7.898% | |
| 8/5/2024 | Private Advisor Group LLC | 43,593 | $1.18M | 0.0% | +6.5% | 0.646% | |
| 8/5/2024 | Synergy Asset Management LLC | 9,281 | $252K | 0.0% | -41.5% | 0.137% | |
| 8/2/2024 | Belpointe Asset Management LLC | 52,489 | $1.43M | 0.1% | +48.6% | 0.778% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 74,099 | $2.01M | 0.0% | +0.6% | 1.098% | |
| 7/26/2024 | Walkner Condon Financial Advisors LLC | 39,009 | $1.06M | 0.2% | +10.7% | 0.578% | |
| 7/26/2024 | Harbour Investments Inc. | 64,287 | $1.75M | 0.1% | +7.5% | 0.952% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 76,865 | $2.09M | 0.0% | -12.7% | 1.139% | |
| 7/26/2024 | Bank of New York Mellon Corp | 13,252 | $360K | 0.0% | N/A | 0.196% | |
| 7/23/2024 | Bridge Advisory LLC | 79,153 | $2.15M | 1.1% | -1.5% | 1.173% | |
| 7/23/2024 | Private Advisory Group LLC | 104,300 | $2.83M | 0.4% | +16.1% | 1.545% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 8,827 | $240K | 0.0% | +12.1% | 0.131% | |
| 7/17/2024 | Cottonwood Capital Advisors LLC | 33,069 | $911K | 0.7% | -5.8% | 0.517% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 26,898 | $731K | 0.0% | N/A | 0.420% | |
| 7/16/2024 | EWG Elevate Inc. | 58,742 | $1.60M | 0.6% | +7.2% | 0.918% | |
| 7/10/2024 | Csenge Advisory Group | 38,247 | $1.04M | 0.1% | +7.9% | 0.598% | |
| 5/24/2024 | Cetera Advisors LLC | 41,650 | $1.17M | 0.0% | N/A | 0.724% | |
| 5/24/2024 | Cetera Investment Advisers | 84,651 | $2.39M | 0.0% | N/A | 1.472% | |
| 5/17/2024 | Comerica Bank | 7,203 | $203K | 0.0% | +12.7% | 0.125% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 90,184 | $2.54M | 0.1% | +38.9% | 1.582% | |
| 5/4/2024 | Csenge Advisory Group | 35,442 | $998K | 0.1% | +165.4% | 0.596% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 127,124 | $3.58M | 0.0% | +1.9% | 2.137% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 7,873 | $222K | 0.0% | +38.8% | 0.132% | |
| 4/30/2024 | Private Advisor Group LLC | 40,936 | $1.15M | 0.0% | N/A | 0.688% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 73,625 | $2.07M | 0.0% | +1.5% | 1.237% | |
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| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 4,259 | $120K | 0.0% | N/A | 0.072% | |
| 4/26/2024 | Cottonwood Capital Advisors LLC | 35,096 | $970K | 0.8% | -1.4% | 0.590% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 88,080 | $2.48M | 0.0% | +5.7% | 1.519% | |
| 4/24/2024 | Spire Wealth Management | 6,795 | $191K | 0.0% | N/A | 0.117% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 83,488 | $2.35M | 0.0% | +27.9% | 1.439% | |
| 4/18/2024 | Synergy Asset Management LLC | 15,857 | $447K | 0.1% | -8.5% | 0.273% | |
| 4/16/2024 | Bridge Advisory LLC | 80,397 | $2.27M | 1.1% | N/A | 1.386% | |
| 4/10/2024 | EWG Elevate Inc. | 54,782 | $1.54M | 0.6% | +6.1% | 0.961% | |
| 2/12/2024 | Pine Valley Investments Ltd Liability Co | 47,502 | $1.38M | 0.1% | -3.5% | 0.880% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 83,295 | $2.43M | 0.0% | -11.8% | 1.543% | |
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