| 5/20/2025 | Belpointe Asset Management LLC | 4,802 | $226K | 0.0% | +11.9% | 0.175% | |
| 5/19/2025 | Jane Street Group LLC | 15,603 | $735K | 0.0% | -28.4% | 0.567% | |
| 5/16/2025 | NewEdge Advisors LLC | 2,670 | $126K | 0.0% | +3,945.5% | 0.097% | |
| 5/15/2025 | Royal Bank of Canada | 17,311 | $816K | 0.0% | +2.9% | 0.629% | |
| 5/14/2025 | Comerica Bank | 1,582 | $75K | 0.0% | -42.3% | 0.058% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 12,182 | $574K | 0.0% | +5.7% | 0.443% | |
| 5/14/2025 | Kestra Advisory Services LLC | 39,296 | $1.85M | 0.0% | -11.6% | 1.429% | |
| 5/13/2025 | SFI Advisors LLC | 76,616 | $3.61M | 2.7% | +3.0% | 2.786% | |
| 5/13/2025 | HighTower Advisors LLC | 31,793 | $1.50M | 0.0% | -15.4% | 1.156% | |
| 5/12/2025 | Benjamin Edwards Inc. | 52,451 | $2.47M | 0.0% | +47.1% | 1.907% | |
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| 5/12/2025 | Integrity Financial Corp WA | 7,952 | $375K | 0.2% | -6.7% | 0.289% | |
| 5/8/2025 | Harbour Investments Inc. | 2,944 | $139K | 0.0% | -32.3% | 0.107% | |
| 5/8/2025 | Arkadios Wealth Advisors | 25,247 | $1.19M | 0.0% | +6.6% | 0.918% | |
| 5/7/2025 | LPL Financial LLC | 352,594 | $16.61M | 0.0% | +18.5% | 12.822% | |
| 5/6/2025 | Cetera Investment Advisers | 16,677 | $786K | 0.0% | -2.6% | 0.606% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 4,260 | $201K | 0.0% | -21.0% | 0.155% | |
| 5/5/2025 | Impact Partnership Wealth LLC | 4,901 | $231K | 0.0% | N/A | 0.178% | |
| 5/1/2025 | CWM LLC | 41,644 | $1.96M | 0.0% | +40.6% | 1.514% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 21,636 | $1.02M | 0.0% | -4.2% | 0.787% | |
| 4/28/2025 | Sebold Capital Management Inc. | 6,199 | $292K | 0.2% | -40.8% | 0.225% | |
| 4/25/2025 | Meridian Financial LLC | 11,578 | $545K | 0.4% | -3.7% | 0.421% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 32,585 | $1.54M | 0.0% | -4.2% | 1.185% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 31,786 | $1.49M | 0.6% | +10.3% | 1.156% | |
| 4/22/2025 | Synergy Asset Management LLC | 4,361 | $205K | 0.0% | N/A | 0.159% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 40,318 | $1.89M | 0.9% | -15.7% | 1.466% | |
| 4/9/2025 | NBC Securities Inc. | 3,954 | $186K | 0.0% | +78,980.0% | 0.144% | |
| 2/17/2025 | CoreCap Advisors LLC | 19,759 | $932K | 0.0% | +1.7% | 0.706% | |
| 2/17/2025 | Cetera Investment Advisers | 17,126 | $807K | 0.0% | -3.8% | 0.612% | |
| 2/17/2025 | Bank of America Corp DE | 43,608 | $2.06M | 0.0% | +22.8% | 1.557% | |
| 2/17/2025 | Benjamin Edwards Inc. | 35,660 | $1.69M | 0.0% | -9.8% | 1.274% | |
| 2/14/2025 | Jane Street Group LLC | 21,779 | $1.03M | 0.0% | -38.3% | 0.778% | |
| 2/14/2025 | Susquehanna International Group LLP | 41,608 | $1.96M | 0.0% | -66.2% | 1.486% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 7,611 | $359K | 0.0% | N/A | 0.272% | |
| 2/13/2025 | Belpointe Asset Management LLC | 4,292 | $208K | 0.0% | -5.9% | 0.153% | |
| 2/13/2025 | Integrity Financial Corp WA | 8,521 | $402K | 0.2% | -2.8% | 0.304% | |
| 2/13/2025 | Raymond James Financial Inc. | 24,260 | $1.14M | 0.0% | N/A | 0.866% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 22,590 | $1.07M | 0.0% | -12.3% | 0.807% | |
| 2/13/2025 | Wells Fargo & Company MN | 334,358 | $15.77M | 0.0% | +4.4% | 11.941% | |
| 2/12/2025 | Private Portfolio Partners LLC | 5,136 | $242K | 0.0% | -19.7% | 0.183% | |
| 2/12/2025 | National Wealth Management Group LLC | 5,643 | $266K | 0.2% | -8.3% | 0.202% | |
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| 2/11/2025 | LPL Financial LLC | 297,427 | $14.02M | 0.0% | +16.6% | 10.622% | |
| 2/10/2025 | Harbour Investments Inc. | 4,349 | $205K | 0.0% | -12.8% | 0.155% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,392 | $254K | 0.0% | -13.6% | 0.193% | |
| 2/7/2025 | HighTower Advisors LLC | 37,562 | $1.77M | 0.0% | -17.0% | 1.342% | |
| 2/7/2025 | Independent Advisor Alliance | 4,682 | $221K | 0.0% | N/A | 0.167% | |
| 2/6/2025 | Raymond James Financial Inc. | 24,260 | $1.14M | 0.0% | N/A | 0.866% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 1,107 | $52K | 0.0% | -28.8% | 0.040% | |
| 2/5/2025 | US Bancorp DE | 10,557 | $498K | 0.0% | -4.9% | 0.377% | |
| 2/4/2025 | Twin Peaks Wealth Advisors LLC | 47,854 | $2.26M | 1.0% | -14.2% | 1.709% | |
| 2/4/2025 | IFP Advisors Inc | 1,252 | $59K | 0.0% | -51.5% | 0.045% | |
| 1/31/2025 | Truist Financial Corp | 7,605 | $359K | 0.0% | -20.7% | 0.272% | |
| 1/30/2025 | Principal Securities Inc. | 3,213 | $152K | 0.0% | -56.0% | 0.115% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 5,640 | $266K | 0.0% | -18.6% | 0.201% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 17,128 | $808K | 0.0% | +7.1% | 0.612% | |
| 1/15/2025 | Arkadios Wealth Advisors | 23,674 | $1.12M | 0.1% | +196.7% | 0.846% | |
| 1/14/2025 | Sebold Capital Management Inc. | 10,469 | $494K | 0.3% | -33.9% | 0.374% | |
| 1/14/2025 | Clarus Wealth Advisors | 8,118 | $385K | 0.2% | -3.0% | 0.290% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 4,481 | $216K | 0.0% | -9.9% | 0.157% | |
| 11/18/2024 | Asset Allocation Strategies LLC | 54,402 | $2.63M | 0.7% | -30.6% | 1.909% | |
| 11/15/2024 | MML Investors Services LLC | 12,875 | $623K | 0.0% | -26.7% | 0.452% | |
| 11/15/2024 | Jane Street Group LLC | 35,283 | $1.71M | 0.0% | +104.3% | 1.238% | |
| 11/15/2024 | HighTower Advisors LLC | 45,277 | $2.19M | 0.0% | -12.9% | 1.589% | |
| 11/15/2024 | Benjamin Edwards Inc. | 39,516 | $1.92M | 0.0% | N/A | 1.387% | |
| 11/14/2024 | National Wealth Management Group LLC | 6,154 | $298K | 0.2% | -14.1% | 0.216% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 15,993 | $773K | 0.0% | -9.1% | 0.542% | |
| 10/28/2024 | US Bancorp DE | 11,100 | $537K | 0.0% | +3.1% | 0.376% | |
| 10/25/2024 | Twin Peaks Wealth Advisors LLC | 55,771 | $2.70M | 1.2% | -3.4% | 1.859% | |
| 10/24/2024 | Hibernia Wealth Partners LLC | 4,761 | $230K | 0.1% | N/A | 0.159% | |
| 10/24/2024 | Arkadios Wealth Advisors | 7,978 | $386K | 0.0% | +4.6% | 0.266% | |
| 10/22/2024 | Sebold Capital Management Inc. | 15,841 | $766K | 0.5% | -13.6% | 0.528% | |
| 10/21/2024 | Integrity Financial Corp WA | 8,763 | $424K | 0.2% | -3.8% | 0.292% | |
| 10/15/2024 | NBC Securities Inc. | 6,513 | $314K | 0.0% | -26.9% | 0.217% | |
| 10/10/2024 | Koshinski Asset Management Inc. | 7,025 | $340K | 0.0% | +4.0% | 0.234% | |
| 10/8/2024 | CWM LLC | 28,554 | $1.38M | 0.0% | +1,035.3% | 0.952% | |
| 10/8/2024 | WealthCare Investment Partners LLC | 28,737 | $1.37M | 0.6% | +3.4% | 0.958% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 6,928 | $335K | 0.0% | -10.6% | 0.231% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,706 | $174K | 0.0% | -6.9% | 0.120% | |
| 8/16/2024 | NewEdge Advisors LLC | 52,360 | $2.46M | 0.0% | -3.3% | 1.689% | |
| 8/16/2024 | Susquehanna International Group LLP | 100,042 | $4.71M | 0.0% | +16.7% | 3.227% | |
| 8/14/2024 | Bank of Montreal Can | 8,400 | $403K | 0.0% | N/A | 0.271% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 27,591 | $1.30M | 0.0% | -1.1% | 0.890% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 4,463 | $210K | 0.0% | -5.5% | 0.144% | |
| 8/8/2024 | CoreCap Advisors LLC | 18,602 | $875K | 0.1% | N/A | 0.600% | |
| 8/6/2024 | Advisor OS LLC | 5,648 | $266K | 0.0% | +21.5% | 0.182% | |
| 7/31/2024 | Asset Allocation Strategies LLC | 78,399 | $3.69M | 1.2% | -1.5% | 2.489% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 30,082 | $1.42M | 0.0% | +3.8% | 0.955% | |
| 7/30/2024 | Integrity Financial Corp WA | 9,106 | $429K | 0.3% | -76.0% | 0.289% | |
| 7/26/2024 | Harbour Investments Inc. | 5,099 | $240K | 0.0% | -15.2% | 0.162% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 21,357 | $1.01M | 0.0% | -48.2% | 0.678% | |
| 7/18/2024 | WealthCare Investment Partners LLC | 27,785 | $1.31M | 0.6% | +2.1% | 0.882% | |
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| 7/15/2024 | Dynamic Advisor Solutions LLC | 7,753 | $365K | 0.0% | -10.0% | 0.246% | |
| 7/12/2024 | Southland Equity Partners LLC | 8,239 | $388K | 0.1% | -25.0% | 0.262% | |
| 7/12/2024 | Accel Wealth Management | 5,488 | $258K | 0.1% | +21.4% | 0.174% | |
| 7/11/2024 | Clarus Wealth Advisors | 8,507 | $413K | 0.2% | +2.9% | 0.270% | |
| 5/24/2024 | Cetera Advisors LLC | 13,026 | $602K | 0.0% | -11.5% | 0.383% | |
| 5/17/2024 | National Wealth Management Group LLC | 7,667 | $354K | 0.3% | -3.7% | 0.226% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 5,306 | $245K | 0.0% | N/A | 0.156% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 9,258 | $428K | 0.0% | -32.6% | 0.272% | |
| 5/8/2024 | US Bancorp DE | 9,473 | $437K | 0.0% | +7.1% | 0.279% | |
| 5/3/2024 | Integrity Financial Corp WA | 38,020 | $1.76M | 1.2% | -53.1% | 1.118% | |
