| 4/30/2025 | Stratos Wealth Advisors LLC | 29,614 | $1.35M | 0.1% | -16.8% | 0.823% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 406,501 | $18.56M | 0.0% | +4,480.3% | 11.292% | |
| 4/29/2025 | Brookstone Capital Management | 113,912 | $5.20M | 0.1% | +4.2% | 3.164% | |
| 4/25/2025 | Perissos Private Wealth Management LLC | 93,626 | $4.28M | 3.9% | N/A | 2.601% | |
| 4/25/2025 | Valley National Advisers Inc. | 2,765 | $126K | 0.0% | N/A | 0.077% | |
| 4/25/2025 | Essex Financial Services Inc. | 7,704 | $352K | 0.0% | -7.2% | 0.214% | |
| 4/24/2025 | Vista Investment Partners II LLC | 12,779 | $583K | 0.3% | N/A | 0.328% | |
| 4/23/2025 | Kellett Wealth Advisors LLC | 77,084 | $3.52M | 2.4% | +3.4% | 1.977% | |
| 4/23/2025 | Financial Enhancement Group LLC | 75,036 | $3.29M | 0.5% | +7.7% | 1.924% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 18,542 | $847K | 0.0% | +11.3% | 0.475% | |
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| 4/22/2025 | Aspire Capital Advisors LLC | 5,474 | $250K | 0.1% | N/A | 0.140% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 11,105 | $507K | 0.0% | N/A | 0.285% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 19,773 | $903K | 0.0% | N/A | 0.465% | |
| 4/14/2025 | Park Avenue Securities LLC | 15,432 | $705K | 0.0% | N/A | 0.363% | |
| 4/11/2025 | Insight Advisors LLC PA | 5,184 | $237K | 0.0% | -25.2% | 0.122% | |
| 4/10/2025 | Breakwater Capital Group | 45,477 | $2.08M | 0.4% | +661.0% | 1.070% | |
| 2/18/2025 | GTS Securities LLC | 40,817 | $1.62M | 0.1% | N/A | 1.701% | |
| 2/17/2025 | Vista Investment Management | 45,467 | $1.81M | 0.7% | +6.3% | 2.218% | |
| 2/17/2025 | Citadel Advisors LLC | 22,713 | $902K | 0.0% | N/A | 1.108% | |
| 2/17/2025 | Bank of America Corp DE | 91,335 | $3.63M | 0.0% | +66.4% | 4.455% | |
| 2/17/2025 | Ameriprise Financial Inc. | 7,387 | $293K | 0.0% | -10.6% | 0.360% | |
| 2/14/2025 | Jane Street Group LLC | 46,118 | $1.83M | 0.0% | -58.1% | 2.250% | |
| 2/14/2025 | Bison Wealth LLC | 6,012 | $239K | 0.1% | -10.4% | 0.293% | |
| 2/13/2025 | Raymond James Financial Inc. | 162,086 | $6.44M | 0.0% | N/A | 7.907% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 8,875 | $352K | 0.0% | -96.9% | 0.433% | |
| 2/11/2025 | LPL Financial LLC | 137,509 | $5.46M | 0.0% | +6.7% | 6.708% | |
| 2/10/2025 | Harbour Investments Inc. | 970 | $39K | 0.0% | -42.8% | 0.047% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 5,617 | $223K | 0.0% | -5.6% | 0.274% | |
| 2/6/2025 | Raymond James Financial Inc. | 162,086 | $6.44M | 0.0% | N/A | 7.907% | |
| 2/6/2025 | Dana Investment Advisors Inc. | 9,153 | $363K | 0.0% | -9.8% | 0.446% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,153 | $125K | 0.0% | +1,026.1% | 0.154% | |
| 2/5/2025 | Kellett Wealth Advisors LLC | 74,554 | $2.96M | 2.0% | -3.8% | 3.637% | |
| 2/3/2025 | Private Advisor Group LLC | 31,206 | $1.24M | 0.0% | N/A | 1.522% | |
| 1/27/2025 | Insight Advisors LLC PA | 6,927 | $274K | 0.0% | -3.4% | 0.338% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 35,580 | $1.41M | 0.1% | -2.5% | 1.736% | |
| 1/23/2025 | Synergy Asset Management LLC | 936 | $40K | 0.0% | N/A | 0.046% | |
| 1/21/2025 | Park Edge Advisors LLC | 13,027 | $517K | 0.2% | -83.9% | 0.635% | |
| 1/14/2025 | Financial Enhancement Group LLC | 69,655 | $2.75M | 0.4% | +34.5% | 3.398% | |
| 1/14/2025 | Breakwater Capital Group | 5,976 | $237K | 0.0% | N/A | 0.292% | |
| 1/13/2025 | Brookstone Capital Management | 109,365 | $4.34M | 0.1% | +3.2% | 5.335% | |
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| 11/18/2024 | Arete Wealth Advisors LLC | 5,071 | $217K | 0.0% | -12.2% | 0.225% | |
| 11/15/2024 | MML Investors Services LLC | 33,218 | $1.42M | 0.0% | -15.6% | 1.476% | |
| 11/15/2024 | Jane Street Group LLC | 110,029 | $4.71M | 0.0% | -30.1% | 4.890% | |
| 11/15/2024 | Stifel Financial Corp | 4,954 | $212K | 0.0% | N/A | 0.220% | |
| 11/14/2024 | Flow Traders U.S. LLC | 19,347 | $829K | 0.0% | -54.0% | 0.860% | |
| 10/31/2024 | Financial Enhancement Group LLC | 51,786 | $2.22M | 0.4% | -20.1% | 2.302% | |
| 10/29/2024 | Clear Creek Financial Management LLC | 8,016 | $343K | 0.0% | -4.9% | 0.356% | |
| 10/24/2024 | Park Edge Advisors LLC | 80,925 | $3.47M | 1.0% | +88.9% | 3.597% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 36,508 | $1.56M | 0.1% | +16.5% | 1.623% | |
| 10/8/2024 | Brookstone Capital Management | 105,999 | $4.54M | 0.1% | +3.6% | 4.711% | |
| 10/3/2024 | Park Avenue Securities LLC | 9,487 | $406K | 0.0% | -12.6% | 0.422% | |
| 8/22/2024 | Cetera Investment Advisers | 58,757 | $2.35M | 0.0% | N/A | 2.671% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 300,276 | $12.01M | 0.0% | N/A | 13.649% | |
| 8/2/2024 | Financial Enhancement Group LLC | 64,831 | $2.60M | 0.4% | +4.0% | 2.947% | |
| 7/31/2024 | Essex Financial Services Inc. | 8,304 | $332K | 0.0% | N/A | 0.377% | |
| 7/26/2024 | Park Edge Advisors LLC | 42,839 | $1.71M | 0.5% | +16.1% | 1.947% | |
| 7/25/2024 | Clear Creek Financial Management LLC | 8,425 | $337K | 0.0% | -3.2% | 0.383% | |
| 7/18/2024 | Brookstone Capital Management | 102,360 | $4.27M | 0.1% | +12.6% | 4.653% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 9,430 | $377K | 0.0% | N/A | 0.429% | |
| 5/14/2024 | OLD Mission Capital LLC | 121,925 | $4.84M | 0.1% | -3.8% | 5.080% | |
| 5/7/2024 | Insight Advisors LLC PA | 7,159 | $284K | 0.1% | +5.7% | 0.305% | |
| 4/27/2024 | Kellett Wealth Advisors LLC | 7,966 | $316K | 0.2% | -72.2% | 0.346% | |
| 4/26/2024 | Verdence Capital Advisors LLC | 8,612 | $342K | 0.0% | -3.9% | 0.374% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 184,791 | $7.34M | 0.0% | -0.5% | 8.034% | |
| 4/19/2024 | Park Edge Advisors LLC | 36,897 | $1.47M | 0.4% | N/A | 1.640% | |
| 4/15/2024 | Brookstone Capital Management | 90,937 | $3.61M | 0.1% | +6.2% | 5.196% | |
| 4/15/2024 | Financial Enhancement Group LLC | 62,320 | $2.45M | 0.4% | +1.8% | 3.561% | |
| 2/14/2024 | Vista Investment Management | 32,078 | $1.20M | 0.6% | -1.7% | 1.782% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 7,362 | $275K | 0.0% | -8.8% | 0.409% | |
| 1/30/2024 | Bison Wealth LLC | 13,987 | $523K | 0.1% | -20.3% | 0.777% | |
| 1/24/2024 | Stratos Wealth Advisors LLC | 30,693 | $1.15M | 0.1% | -1.6% | 1.705% | |
| 1/18/2024 | Financial Enhancement Group LLC | 61,224 | $2.19M | 0.4% | +11.4% | 3.401% | |
| 1/16/2024 | HBW Advisory Services LLC | 12,906 | $483K | 0.1% | -6.0% | 0.717% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 185,723 | $6.95M | 0.0% | -39.9% | 10.318% | |
| 1/11/2024 | Brookstone Capital Management | 85,668 | $3.21M | 0.1% | +3.2% | 4.759% | |
| 11/13/2023 | LPL Financial LLC | 122,772 | $4.30M | 0.0% | +15.4% | 4.911% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 402,090 | $14.10M | 0.0% | N/A | 16.084% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 7,846 | $275K | 0.0% | N/A | 0.314% | |
| 11/8/2023 | ProVise Management Group LLC | 5,810 | $204K | 0.0% | N/A | 0.232% | |
| 11/7/2023 | Insight Advisors LLC PA | 6,722 | $236K | 0.1% | -5.0% | 0.269% | |
| 11/7/2023 | Kellett Wealth Advisors LLC | 28,458 | $998K | 0.9% | -40.7% | 1.138% | |
| 10/26/2023 | Park Avenue Securities LLC | 7,281 | $255K | 0.0% | N/A | 0.291% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 308,767 | $10.83M | 0.0% | -1.4% | 12.351% | |
| 10/20/2023 | Brookstone Capital Management | 83,051 | $2.85M | 0.1% | +6.4% | 3.322% | |
| 10/17/2023 | Financial Enhancement Group LLC | 54,978 | $1.94M | 0.4% | +1.1% | 2.156% | |
| 10/12/2023 | HBW Advisory Services LLC | 13,727 | $481K | 0.1% | -18.7% | 0.560% | |
| 8/15/2023 | Vista Investment Management | 32,619 | $1.13M | 0.6% | +1.8% | 1.812% | |
| 8/14/2023 | Bison Wealth LLC | 17,545 | $607K | 0.1% | N/A | 0.975% | |
| 8/9/2023 | Essex Financial Services Inc. | 7,749 | $268K | 0.0% | N/A | 0.431% | |
| 8/8/2023 | Kellett Wealth Advisors LLC | 48,016 | $1.66M | 1.5% | -1.1% | 2.668% | |
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| 8/7/2023 | Insight Advisors LLC PA | 7,078 | $245K | 0.1% | -8.8% | 0.393% | |
| 7/31/2023 | LPL Financial LLC | 106,372 | $3.68M | 0.0% | -77.2% | 5.910% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 313,265 | $10.84M | 0.0% | -28.4% | 17.404% | |
| 7/11/2023 | Brookstone Capital Management | 78,032 | $2.69M | 0.1% | +4.5% | 3.902% | |
| 5/17/2023 | Financial Enhancement Group LLC | 51,786 | $1.75M | 0.3% | -4.1% | 2.158% | |
| 5/10/2023 | LPL Financial LLC | 467,505 | $15.94M | 0.0% | +7.0% | 19.479% | |
| 5/5/2023 | Kellett Wealth Advisors LLC | 48,560 | $1.66M | 1.6% | -2.3% | 1.982% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 8,653 | $295K | 0.0% | -32.8% | 0.353% | |
| 4/27/2023 | Stratos Wealth Advisors LLC | 31,254 | $1.07M | 0.1% | +16.9% | 1.276% | |
| 4/19/2023 | Brookstone Capital Management | 74,671 | $2.59M | 0.1% | -2.1% | 3.048% | |
