| 5/20/2025 | Belpointe Asset Management LLC | 13,378 | $665K | 0.0% | -12.1% | 0.535% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 5,314 | $264K | 0.0% | N/A | 0.213% | |
| 5/16/2025 | Jones Financial Companies Lllp | 14,724 | $673K | 0.0% | +442.5% | 0.589% | |
| 5/15/2025 | Royal Bank of Canada | 107,175 | $5.33M | 0.0% | -38.3% | 4.287% | |
| 5/14/2025 | Kestra Advisory Services LLC | 29,660 | $1.48M | 0.0% | -11.0% | 1.186% | |
| 5/14/2025 | Capital Analysts LLC | 1,968 | $98K | 0.0% | +39.5% | 0.079% | |
| 5/13/2025 | Raymond James Financial Inc. | 97,797 | $4.86M | 0.0% | +76.1% | 3.912% | |
| 5/12/2025 | Blueprint Investment Partners LLC | 263,584 | $13.11M | 2.4% | -8.7% | 10.543% | |
| 5/12/2025 | Benjamin Edwards Inc. | 13,970 | $695K | 0.0% | N/A | 0.559% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,084 | $651K | 0.0% | -38.1% | 0.523% | |
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| 5/8/2025 | US Bancorp DE | 28,433 | $1.42M | 0.0% | +4.3% | 1.137% | |
| 5/7/2025 | LPL Financial LLC | 220,729 | $10.98M | 0.0% | -3.5% | 8.829% | |
| 5/6/2025 | Cetera Investment Advisers | 23,738 | $1.18M | 0.0% | +39.1% | 0.950% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 14,273 | $710K | 0.0% | -2.4% | 0.571% | |
| 5/5/2025 | Private Advisor Group LLC | 19,560 | $973K | 0.0% | -74.0% | 0.782% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 95,056 | $4.73M | 0.1% | -11.5% | 3.802% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 12,094 | $601K | 0.1% | +3.3% | 0.484% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 48,962 | $2.44M | 0.0% | -5.9% | 1.958% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,275 | $63K | 0.0% | -30.2% | 0.048% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 20,914 | $1.04M | 0.0% | N/A | 0.789% | |
| 4/23/2025 | Proactive Wealth Strategies LLC | 71,731 | $3.57M | 1.9% | -2.8% | 2.707% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 12,956 | $644K | 0.0% | -2.3% | 0.489% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,640 | $380K | 0.0% | -7.3% | 0.278% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 20,914 | $1.04M | 0.0% | N/A | 0.761% | |
| 4/7/2025 | GAMMA Investing LLC | 72,755 | $3.62M | 0.0% | +4,873.0% | 2.553% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 8,240 | $453K | 0.0% | N/A | 0.266% | |
| 3/12/2025 | Centaurus Financial Inc. | 10,031 | $552K | 0.0% | N/A | 0.324% | |
| 2/17/2025 | Waverly Advisors LLC | 4,507 | $248K | 0.0% | N/A | 0.145% | |
| 2/17/2025 | Two Sigma Investments LP | 7,800 | $429K | 0.0% | -27.1% | 0.252% | |
| 2/17/2025 | Cetera Investment Advisers | 17,062 | $939K | 0.0% | +40.7% | 0.550% | |
| 2/17/2025 | Citadel Advisors LLC | 5,640 | $310K | 0.0% | -86.9% | 0.182% | |
| 2/14/2025 | Jane Street Group LLC | 4,979 | $274K | 0.0% | N/A | 0.161% | |
| 2/14/2025 | Stifel Financial Corp | 11,875 | $653K | 0.0% | -83.2% | 0.383% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 42,152 | $2.32M | 0.0% | +152.1% | 1.360% | |
| 2/13/2025 | Belpointe Asset Management LLC | 15,213 | $852K | 0.1% | +4.3% | 0.491% | |
| 2/13/2025 | Raymond James Financial Inc. | 55,521 | $3.05M | 0.0% | N/A | 1.791% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 52,053 | $2.86M | 0.0% | -18.6% | 1.679% | |
| 2/13/2025 | Wells Fargo & Company MN | 221,824 | $12.20M | 0.0% | -7.8% | 7.156% | |
| 2/12/2025 | Level Four Advisory Services LLC | 3,691 | $203K | 0.0% | N/A | 0.119% | |
| 2/11/2025 | LPL Financial LLC | 228,747 | $12.58M | 0.0% | -3.4% | 7.379% | |
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| 2/11/2025 | Blueprint Investment Partners LLC | 288,733 | $15.88M | 2.5% | +12.8% | 9.314% | |
| 2/10/2025 | Harbour Investments Inc. | 7,738 | $426K | 0.0% | -5.0% | 0.250% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 40,241 | $2.21M | 0.0% | +7.9% | 1.298% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 14,627 | $805K | 0.0% | +2.4% | 0.472% | |
| 2/7/2025 | Simplicity Wealth LLC | 290,153 | $15.96M | 3.3% | +0.2% | 9.360% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 1,688 | $93K | 0.0% | +458.9% | 0.054% | |
| 2/6/2025 | Raymond James Financial Inc. | 55,521 | $3.05M | 0.0% | N/A | 1.791% | |
| 2/6/2025 | Jones Financial Companies Lllp | 2,714 | $149K | 0.0% | +69.8% | 0.088% | |
| 2/5/2025 | US Bancorp DE | 27,252 | $1.50M | 0.0% | +2.5% | 0.879% | |
| 2/4/2025 | Prasad Wealth Partners LLC | 22,270 | $1.23M | 0.4% | N/A | 0.718% | |
| 2/3/2025 | Private Advisor Group LLC | 75,180 | $4.14M | 0.0% | -4.5% | 2.425% | |
| 1/31/2025 | Proactive Wealth Strategies LLC | 73,769 | $4.06M | 2.1% | -5.6% | 2.380% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 21,134 | $1.16M | 0.0% | +21.6% | 0.682% | |
| 1/31/2025 | D.A. Davidson & CO. | 3,924 | $216K | 0.0% | -14.4% | 0.127% | |
| 1/31/2025 | Truist Financial Corp | 52,119 | $2.87M | 0.0% | -1.9% | 1.681% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 107,406 | $5.91M | 0.1% | -8.4% | 3.465% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 11,703 | $644K | 0.2% | +4.0% | 0.378% | |
| 1/14/2025 | Pinnacle Bancorp Inc. | 13,413 | $738K | 0.2% | +17.5% | 0.433% | |
| 1/3/2025 | GAMMA Investing LLC | 1,463 | $80K | 0.0% | +16.2% | 0.048% | |
| 11/15/2024 | Stifel Financial Corp | 70,496 | $3.92M | 0.0% | +32.0% | 2.311% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 117,206 | $6.51M | 0.1% | +55.6% | 3.843% | |
| 11/5/2024 | Proactive Wealth Strategies LLC | 78,119 | $4.34M | 2.4% | N/A | 2.561% | |
| 11/5/2024 | Harbour Investments Inc. | 8,141 | $452K | 0.0% | -88.0% | 0.267% | |
| 11/5/2024 | Northwest Wealth Management LLC | 3,731 | $207K | 0.0% | N/A | 0.122% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 9,368 | $508K | 0.0% | +2.3% | 0.307% | |
| 10/28/2024 | US Bancorp DE | 26,584 | $1.48M | 0.0% | +4.0% | 0.872% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 11,257 | $625K | 0.2% | -5.1% | 0.369% | |
| 10/22/2024 | Private Advisor Group LLC | 78,702 | $4.37M | 0.0% | -7.7% | 2.580% | |
| 10/10/2024 | Simplicity Wealth LLC | 289,519 | $16.08M | 1.5% | +1.6% | 9.339% | |
| 9/5/2024 | Sanctuary Advisors LLC | 17,091 | $886K | 0.0% | N/A | 0.534% | |
| 8/21/2024 | Truist Financial Corp | 51,285 | $2.65M | 0.0% | -3.0% | 1.603% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 11,866 | $614K | 0.2% | N/A | 0.371% | |
| 8/16/2024 | Regal Investment Advisors LLC | 133,414 | $6.90M | 0.5% | +4.5% | 4.169% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,184 | $113K | 0.0% | -10.1% | 0.068% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 87,030 | $4.50M | 0.1% | +4.7% | 2.720% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 63,408 | $3.28M | 0.0% | -4.2% | 1.982% | |
| 8/5/2024 | Private Advisor Group LLC | 85,266 | $4.41M | 0.0% | -11.5% | 2.665% | |
| 8/3/2024 | 9258 Wealth Management LLC | 4,104 | $212K | 0.0% | +9.0% | 0.128% | |
| 8/2/2024 | Belpointe Asset Management LLC | 16,244 | $841K | 0.1% | -25.8% | 0.500% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 53,983 | $2.79M | 0.0% | -26.3% | 1.661% | |
| 7/30/2024 | International Assets Investment Management LLC | 3,561 | $184K | 0.0% | N/A | 0.110% | |
| 7/26/2024 | Harbour Investments Inc. | 67,634 | $3.50M | 0.1% | +7.0% | 2.081% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 16,821 | $870K | 0.0% | -43.5% | 0.502% | |
| 7/19/2024 | Raymond James & Associates | 79,662 | $4.12M | 0.0% | -9.4% | 2.343% | |
| 7/10/2024 | Simplicity Wealth LLC | 284,978 | $14.75M | 0.3% | +3.5% | 8.382% | |
| 7/2/2024 | M&R Capital Management Inc. | 7,720 | $400K | 0.1% | -7.2% | 0.214% | |
| 7/2/2024 | GAMMA Investing LLC | 1,259 | $65K | 0.0% | N/A | 0.035% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 5,062 | $275K | 0.0% | -78.1% | 0.141% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 73,983 | $4.02M | 0.1% | +9.6% | 2.084% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 4,461 | $242K | 0.0% | -41.4% | 0.126% | |
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| 5/8/2024 | Avantax Advisory Services Inc. | 9,960 | $541K | 0.0% | +61.3% | 0.281% | |
| 5/8/2024 | US Bancorp DE | 25,157 | $1.37M | 0.0% | +2.7% | 0.709% | |
| 5/4/2024 | 9258 Wealth Management LLC | 3,764 | $204K | 0.0% | N/A | 0.105% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 5,656 | $307K | 0.0% | -11.3% | 0.157% | |
| 4/30/2024 | Private Advisor Group LLC | 96,313 | $5.23M | 0.0% | +4.9% | 2.675% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 73,225 | $3.98M | 0.0% | +1.3% | 2.034% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 83,133 | $4.52M | 0.1% | +10.6% | 2.309% | |
| 4/24/2024 | Simplicity Wealth LLC | 275,221 | $14.95M | 0.4% | N/A | 7.645% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 42,399 | $2.30M | 0.0% | -27.0% | 1.178% | |
| 4/22/2024 | Raymond James & Associates | 87,882 | $4.78M | 0.0% | +255.1% | 2.441% | |
