| 5/20/2025 | Belpointe Asset Management LLC | 6,247 | $305K | 0.0% | -11.2% | 0.329% | |
| 5/15/2025 | Flputnam Investment Management Co. | 27,521 | $1.34M | 0.0% | N/A | 1.448% | |
| 5/13/2025 | HighTower Advisors LLC | 9,062 | $442K | 0.0% | -6.0% | 0.477% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 107,094 | $5.22M | 0.0% | -21.8% | 5.637% | |
| 5/7/2025 | LPL Financial LLC | 104,923 | $5.12M | 0.0% | +1.2% | 5.522% | |
| 5/6/2025 | AE Wealth Management LLC | 2,396 | $117K | 0.0% | -13.2% | 0.126% | |
| 5/6/2025 | Alpha Omega Group Inc. | 97,405 | $4.75M | 5.6% | +2.5% | 5.127% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 4,522 | $221K | 0.0% | N/A | 0.238% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 20,902 | $1.02M | 0.0% | +5.5% | 1.100% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 7,996 | $390K | 0.0% | -5.8% | 0.421% | |
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| 4/22/2025 | WealthCare Investment Partners LLC | 10,631 | $489K | 0.2% | +2.1% | 0.560% | |
| 4/9/2025 | Flagstar Advisors Inc. | 13,022 | $635K | 0.2% | -5.5% | 0.704% | |
| 2/17/2025 | Cetera Investment Advisers | 4,362 | $202K | 0.0% | -6.1% | 0.236% | |
| 2/17/2025 | Bank of America Corp DE | 41,907 | $1.94M | 0.0% | -0.6% | 2.265% | |
| 2/17/2025 | Ameriprise Financial Inc. | 39,530 | $1.83M | 0.0% | +1.3% | 2.137% | |
| 2/14/2025 | Jane Street Group LLC | 12,900 | $599K | 0.0% | -61.7% | 0.697% | |
| 2/14/2025 | Susquehanna International Group LLP | 50,403 | $2.34M | 0.0% | -4.6% | 2.724% | |
| 2/14/2025 | IHT Wealth Management LLC | 5,559 | $258K | 0.0% | +27.8% | 0.300% | |
| 2/13/2025 | Raymond James Financial Inc. | 17,873 | $829K | 0.0% | N/A | 0.966% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 136,906 | $6.35M | 0.0% | +42.5% | 7.400% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 11,832 | $549K | 0.0% | +32.2% | 0.640% | |
| 2/7/2025 | HighTower Advisors LLC | 9,640 | $447K | 0.0% | -20.0% | 0.521% | |
| 2/7/2025 | Alpha Omega Group Inc. | 95,069 | $4.41M | 5.2% | +2.7% | 5.139% | |
| 2/6/2025 | Raymond James Financial Inc. | 17,873 | $829K | 0.0% | N/A | 0.966% | |
| 2/5/2025 | SRS Capital Advisors Inc. | 22,221 | $1.03M | 0.1% | +5.9% | 1.201% | |
| 1/31/2025 | Global Retirement Partners LLC | 768 | $36K | 0.0% | -37.3% | 0.042% | |
| 11/15/2024 | Jane Street Group LLC | 33,703 | $1.59M | 0.0% | -34.5% | 1.498% | |
| 11/15/2024 | Stifel Financial Corp | 4,271 | $201K | 0.0% | N/A | 0.190% | |
| 11/15/2024 | IHT Wealth Management LLC | 4,349 | $205K | 0.0% | N/A | 0.193% | |
| 11/15/2024 | HighTower Advisors LLC | 12,051 | $567K | 0.0% | -10.0% | 0.536% | |
| 11/6/2024 | Oppenheimer Asset Management Inc. | 19,934 | $938K | 0.0% | -8.6% | 0.886% | |
| 10/8/2024 | WealthCare Investment Partners LLC | 10,367 | $492K | 0.2% | -2.9% | 0.461% | |
| 9/30/2024 | Mattson Financial Services LLC | 10,691 | $464K | 0.2% | N/A | 0.465% | |
| 8/30/2024 | Brown Financial Advisors | 888 | $39K | 0.0% | N/A | 0.039% | |
| 8/8/2024 | Oppenheimer Asset Management Inc. | 21,815 | $947K | 0.0% | +10.4% | 0.948% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 1,467 | $64K | 0.0% | N/A | 0.064% | |
| 8/6/2024 | SRS Capital Advisors Inc. | 18,084 | $785K | 0.1% | +6.6% | 0.786% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 850 | $37K | 0.0% | N/A | 0.037% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 9,308 | $404K | 0.0% | -8.7% | 0.405% | |
| 7/18/2024 | WealthCare Investment Partners LLC | 10,677 | $464K | 0.2% | -6.7% | 0.454% | |
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| 7/18/2024 | Gradient Investments LLC | 57,755 | $2.51M | 0.1% | +54.2% | 2.458% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 19,761 | $849K | 0.0% | -2.1% | 0.807% | |
| 4/25/2024 | Eudaimonia Partners LLC | 22,854 | $982K | 0.2% | -6.1% | 0.933% | |
| 4/25/2024 | Eudaimonia Advisors LLC | 39,934 | $1.72M | 0.9% | +31.6% | 1.630% | |
| 4/23/2024 | Gradient Investments LLC | 37,450 | $1.61M | 0.0% | +118.8% | 1.529% | |
| 4/15/2024 | WealthCare Investment Partners LLC | 11,448 | $492K | 0.2% | -2.9% | 0.467% | |
| 4/15/2024 | Flagstar Advisors Inc. | 13,789 | $592K | 0.2% | +8.1% | 0.563% | |
| 4/5/2024 | NBC Securities Inc. | 590 | $25K | 0.0% | -30.6% | 0.023% | |
| 2/8/2024 | Eudaimonia Partners LLC | 24,335 | $996K | 0.3% | -14.9% | 0.954% | |
| 2/6/2024 | SRS Capital Advisors Inc. | 9,127 | $373K | 0.0% | +220.2% | 0.358% | |
| 2/1/2024 | Eudaimonia Advisors LLC | 30,335 | $1.24M | 0.8% | -12.8% | 1.190% | |
| 2/1/2024 | Capital Investment Advisory Services LLC | 1,100 | $45K | 0.0% | N/A | 0.043% | |
| 1/24/2024 | International Assets Investment Management LLC | 4,387 | $179K | 0.0% | N/A | 0.172% | |
| 1/18/2024 | Gradient Investments LLC | 17,120 | $700K | 0.0% | +120.3% | 0.671% | |
| 1/18/2024 | WealthCare Investment Partners LLC | 11,788 | $478K | 0.3% | -4.3% | 0.462% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 19,623 | $803K | 0.0% | -3.7% | 0.770% | |
| 1/16/2024 | Raymond James & Associates | 8,217 | $336K | 0.0% | +3.3% | 0.322% | |
| 11/15/2023 | SRS Capital Advisors Inc. | 2,850 | $105K | 0.0% | +31.5% | 0.112% | |
| 11/13/2023 | LPL Financial LLC | 93,078 | $3.44M | 0.0% | +8.9% | 3.650% | |
| 11/13/2023 | Kestra Advisory Services LLC | 6,769 | $250K | 0.0% | +10.7% | 0.265% | |
| 11/13/2023 | Financial Engines Advisors L.L.C. | 72,484 | $2.68M | 0.0% | +4.1% | 2.843% | |
| 11/8/2023 | HighTower Advisors LLC | 17,769 | $659K | 0.0% | +28.3% | 0.697% | |
| 11/8/2023 | Oppenheimer Asset Management Inc. | 19,784 | $730K | 0.0% | +2.4% | 0.776% | |
| 11/7/2023 | Advisors Preferred LLC | 716 | $26K | 0.0% | N/A | 0.028% | |
| 11/7/2023 | Alpha Omega Group Inc. | 84,952 | $3.14M | 5.9% | +10.3% | 3.331% | |
| 11/4/2023 | NBC Securities Inc. | 970 | $35K | 0.0% | N/A | 0.038% | |
| 11/2/2023 | Millburn Ridgefield Corp | 934 | $34K | 0.0% | N/A | 0.037% | |
| 10/27/2023 | Gradient Investments LLC | 7,772 | $287K | 0.0% | +44.3% | 0.305% | |
| 10/24/2023 | Eudaimonia Partners LLC | 28,602 | $1.06M | 0.3% | +61.0% | 1.122% | |
| 10/24/2023 | Eudaimonia Advisors LLC | 34,782 | $1.28M | 0.9% | +45.2% | 1.364% | |
| 10/24/2023 | Raymond James & Associates | 7,958 | $294K | 0.0% | -25.2% | 0.312% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 19,206 | $709K | 0.0% | +80.9% | 0.753% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 10,342 | $382K | 0.0% | -23.8% | 0.406% | |
| 10/18/2023 | Flagstar Advisors Inc. | 12,846 | $474K | 0.2% | +4.6% | 0.504% | |
| 10/11/2023 | AE Wealth Management LLC | 9,582 | $354K | 0.0% | -20.0% | 0.376% | |
| 8/11/2023 | Financial Engines Advisors L.L.C. | 69,634 | $2.68M | 0.0% | +1.0% | 2.487% | |
| 8/9/2023 | Flow Traders U.S. LLC | 17,917 | $689K | 0.0% | N/A | 0.640% | |
| 8/8/2023 | Alpha Omega Group Inc. | 77,023 | $2.96M | 5.5% | +11.6% | 2.751% | |
| 8/3/2023 | CWM LLC | 2,556 | $98K | 0.0% | -22.2% | 0.091% | |
| 7/31/2023 | LPL Financial LLC | 85,471 | $3.29M | 0.0% | -13.5% | 3.053% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 20,504 | $788K | 0.0% | -1.3% | 0.732% | |
| 7/25/2023 | Raymond James & Associates | 10,642 | $409K | 0.0% | -14.1% | 0.380% | |
| 7/20/2023 | International Assets Investment Management LLC | 16,345 | $464K | 0.1% | N/A | 0.584% | |
| 7/19/2023 | Eudaimonia Partners LLC | 17,766 | $683K | 0.2% | +17.0% | 0.635% | |
| 7/19/2023 | Eudaimonia Advisors LLC | 23,961 | $921K | 0.6% | -2.4% | 0.856% | |
| 7/13/2023 | WealthCare Investment Partners LLC | 12,390 | $472K | 0.3% | -9.0% | 0.443% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 10,616 | $408K | 0.0% | +2.9% | 0.379% | |
| 7/11/2023 | Gradient Investments LLC | 5,385 | $207K | 0.0% | +178.3% | 0.192% | |
| 7/10/2023 | AE Wealth Management LLC | 11,973 | $460K | 0.0% | -4.4% | 0.428% | |
| 5/10/2023 | Oppenheimer Asset Management Inc. | 19,506 | $728K | 0.0% | -4.9% | 0.629% | |
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| 5/5/2023 | Truist Financial Corp | 6,474 | $242K | 0.0% | -6.7% | 0.209% | |
| 5/3/2023 | Advisors Preferred LLC | 2,397 | $90K | 0.0% | N/A | 0.077% | |
| 5/1/2023 | CWM LLC | 3,286 | $123K | 0.0% | +28.6% | 0.106% | |
| 4/25/2023 | Eudaimonia Partners LLC | 15,182 | $567K | 0.1% | +61.7% | 0.482% | |
| 4/25/2023 | Eudaimonia Advisors LLC | 24,550 | $917K | 0.6% | +244.0% | 0.779% | |
| 4/25/2023 | Millburn Ridgefield Corp | 739 | $28K | 0.0% | N/A | 0.023% | |
| 4/19/2023 | CENTRAL TRUST Co | 1,635 | $61K | 0.0% | -60.9% | 0.052% | |
| 4/19/2023 | TrueWealth Advisors LLC | 5,942 | $222K | 0.1% | -80.0% | 0.189% | |
| 4/17/2023 | Gradient Investments LLC | 1,935 | $72K | 0.0% | +115.5% | 0.061% | |
| 4/14/2023 | AE Wealth Management LLC | 12,518 | $467K | 0.0% | -5.4% | 0.397% | |
