| 8/15/2025 | IHT Wealth Management LLC | 9,513 | $316K | 0.0% | -8.4% | 0.813% | |
| 8/15/2025 | Bank of America Corp DE | 13,474 | $448K | 0.0% | +10.8% | 1.152% | |
| 8/15/2025 | Ameriprise Financial Inc. | 14,081 | $468K | 0.0% | +13.7% | 1.204% | |
| 8/14/2025 | Raymond James Financial Inc. | 22,152 | $737K | 0.0% | +4.6% | 1.893% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 9,884 | $329K | 0.0% | +66.1% | 0.845% | |
| 8/8/2025 | Cetera Investment Advisers | 28,328 | $942K | 0.0% | -17.9% | 2.421% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 11,096 | $369K | 0.0% | +2.7% | 0.948% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 19,027 | $633K | 0.0% | +33.4% | 1.626% | |
| 7/30/2025 | Pacific Sun Financial Corp | 55,366 | $1.84M | 1.0% | -1.4% | 4.732% | |
| 7/9/2025 | Summit Financial Consulting LLC | 8,394 | $279K | 0.3% | +14.0% | 0.700% | |
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| 5/20/2025 | Integrity Alliance LLC. | 9,995 | $350K | 0.0% | N/A | 0.793% | |
| 5/16/2025 | NewEdge Advisors LLC | 44,195 | $1.55M | 0.0% | +5.5% | 3.508% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 14,260 | $500K | 0.0% | N/A | 1.132% | |
| 5/12/2025 | Virtu Financial LLC | 6,252 | $219K | 0.0% | N/A | 0.496% | |
| 5/7/2025 | LPL Financial LLC | 41,234 | $1.45M | 0.0% | -1.2% | 3.273% | |
| 5/6/2025 | Cetera Investment Advisers | 34,494 | $1.21M | 0.0% | N/A | 2.738% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 10,805 | $379K | 0.0% | -53.4% | 0.858% | |
| 4/29/2025 | Summit Financial Consulting LLC | 7,361 | $258K | 0.2% | N/A | 0.584% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 45,000 | $1.58M | 0.0% | -2.7% | 3.571% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 6,027 | $211K | 0.0% | N/A | 0.478% | |
| 4/17/2025 | Pacific Sun Financial Corp | 56,144 | $1.97M | 1.1% | +0.9% | 4.456% | |
| 2/17/2025 | EP Wealth Advisors LLC | 2,734 | $104K | 0.0% | N/A | 0.200% | |
| 2/17/2025 | Citadel Advisors LLC | 5,764 | $219K | 0.0% | N/A | 0.421% | |
| 2/17/2025 | Bank of America Corp DE | 11,781 | $448K | 0.0% | +67.3% | 0.860% | |
| 2/17/2025 | Ameriprise Financial Inc. | 19,293 | $734K | 0.0% | -3.8% | 1.408% | |
| 2/14/2025 | IHT Wealth Management LLC | 17,733 | $675K | 0.0% | -6.1% | 1.294% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 4,850 | $184K | 0.0% | -17.3% | 0.354% | |
| 2/13/2025 | NewEdge Advisors LLC | 41,890 | $1.59M | 0.0% | +2.4% | 3.058% | |
| 2/13/2025 | Raymond James Financial Inc. | 17,705 | $673K | 0.0% | N/A | 1.292% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 23,192 | $882K | 0.0% | +5.7% | 1.693% | |
| 2/13/2025 | Wells Fargo & Company MN | 15,381 | $585K | 0.0% | -2.6% | 1.123% | |
| 2/11/2025 | LPL Financial LLC | 41,716 | $1.59M | 0.0% | -5.4% | 3.045% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 8,713 | $331K | 0.0% | -4.7% | 0.636% | |
| 2/6/2025 | Raymond James Financial Inc. | 17,705 | $673K | 0.0% | N/A | 1.292% | |
| 2/3/2025 | Pacific Sun Financial Corp | 55,663 | $2.12M | 1.2% | -0.6% | 4.063% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 3,321 | $125K | 0.0% | N/A | 0.236% | |
| 11/15/2024 | MML Investors Services LLC | 24,371 | $920K | 0.0% | -16.3% | 1.728% | |
| 11/15/2024 | IHT Wealth Management LLC | 18,879 | $712K | 0.0% | N/A | 1.339% | |
| 11/14/2024 | CreativeOne Wealth LLC | 7,560 | $285K | 0.0% | N/A | 0.536% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 5,590 | $211K | 0.0% | N/A | 0.394% | |
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| 10/9/2024 | Pacific Sun Financial Corp | 55,993 | $2.11M | 1.2% | -5.1% | 3.943% | |
| 8/22/2024 | Cetera Investment Advisers | 36,623 | $1.29M | 0.0% | -1.3% | 2.475% | |
| 8/16/2024 | NewEdge Advisors LLC | 35,622 | $1.26M | 0.0% | -1.7% | 2.407% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 60,295 | $2.13M | 0.0% | -32.5% | 4.074% | |
| 7/24/2024 | Family Firm Inc. | 2,304 | $81K | 0.0% | N/A | 0.156% | |
| 5/20/2024 | Virtu Financial LLC | 11,105 | $413K | 0.0% | N/A | 0.536% | |
| 5/14/2024 | CreativeOne Wealth LLC | 7,560 | $281K | 0.0% | N/A | 0.365% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 89,310 | $3.33M | 0.0% | -24.7% | 4.060% | |
| 4/12/2024 | Systelligence LLC | 316,770 | $11.79M | 3.1% | +4.0% | 14.399% | |
| 2/21/2024 | Novak & Powell Financial Services Inc. | 5,655 | $217K | 0.1% | N/A | 0.228% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 8,232 | $316K | 0.0% | N/A | 0.332% | |
| 2/8/2024 | Pacific Sun Financial Corp | 57,878 | $2.22M | 1.4% | -3.3% | 2.334% | |
| 2/7/2024 | Principal Securities Inc. | 10,866 | $417K | 0.0% | N/A | 0.438% | |
| 2/5/2024 | Opinicus Capital Inc. | 5,941 | $228K | 0.2% | N/A | 0.240% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 65,439 | $2.51M | 0.0% | N/A | 2.233% | |
| 1/17/2024 | IFG Advisory LLC | 99,846 | $3.84M | 0.3% | N/A | 3.978% | |
| 1/16/2024 | Raymond James & Associates | 13,870 | $533K | 0.0% | -4.0% | 0.553% | |
| 1/8/2024 | Systelligence LLC | 304,727 | $11.70M | 3.2% | N/A | 11.997% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 14,807 | $515K | 0.0% | +49,256.7% | 0.630% | |
| 11/13/2023 | EPG Wealth Management LLC | 830 | $29K | 0.0% | +152.3% | 0.035% | |
| 11/13/2023 | Stifel Financial Corp | 69,238 | $2.41M | 0.0% | +265.9% | 2.946% | |
| 11/13/2023 | Kestra Advisory Services LLC | 110,574 | $3.84M | 0.0% | +225.6% | 4.705% | |
| 10/24/2023 | Raymond James & Associates | 14,454 | $502K | 0.0% | +240.3% | 0.607% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 118,783 | $4.13M | 0.0% | +217.5% | 4.991% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 10,140 | $352K | 0.0% | +197.8% | 0.426% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 2,100 | $73K | 0.0% | +200.0% | 0.088% | |
| 8/11/2023 | Kestra Advisory Services LLC | 33,956 | $3.69M | 0.0% | +3.7% | 1.415% | |
| 8/2/2023 | Bank of Montreal Can | 900 | $99K | 0.0% | N/A | 0.038% | |
| 8/1/2023 | RFP Financial Group LLC | 1,243 | $135K | 0.1% | N/A | 0.052% | |
| 7/31/2023 | LPL Financial LLC | 18,748 | $2.04M | 0.0% | -8.1% | 0.781% | |
| 7/25/2023 | Raymond James & Associates | 4,248 | $462K | 0.0% | -19.2% | 0.177% | |
| 7/21/2023 | Newbridge Financial Services Group Inc. | 1,240 | $135K | 0.1% | N/A | 0.052% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 37,411 | $4.07M | 0.0% | +23.6% | 4.988% | |
| 7/12/2023 | Pacific Sun Financial Corp | 20,496 | $2.25M | 1.5% | N/A | 2.733% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 30,275 | $3.33M | 0.0% | +863.9% | 4.730% | |
| 4/14/2023 | Raymond James & Associates | 5,257 | $578K | 0.0% | +1.8% | 0.876% | |
| 2/8/2023 | Belpointe Asset Management LLC | 1,040 | $106K | 0.0% | N/A | 0.186% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 3,141 | $320K | 0.0% | -23.9% | 0.561% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 3,377 | $344K | 0.0% | -4.9% | 0.603% | |
| 2/7/2023 | LPL Financial LLC | 16,063 | $1.64M | 0.0% | -23.8% | 2.868% | |
| 1/24/2023 | RFP Financial Group LLC | 1,270 | $129K | 0.1% | N/A | 0.227% | |
| 1/18/2023 | Romano Brothers AND Company | 293 | $30K | 0.0% | N/A | 0.052% | |
| 1/9/2023 | Brookstone Capital Management | 30,751 | $3.21M | 0.1% | N/A | 5.212% | |
| 11/15/2022 | EPG Wealth Management LLC | 325 | $30K | 0.0% | N/A | 0.058% | |
| 11/15/2022 | Flow Traders U.S. LLC | 18,632 | $1.74M | 0.1% | +48.2% | 3.269% | |
| 11/14/2022 | Pacific Sun Financial Corp | 20,771 | $1.94M | 1.4% | -0.7% | 3.644% | |
| 11/10/2022 | Tower Research Capital LLC TRC | 2,232 | $208K | 0.0% | -82.6% | 0.392% | |
| 11/4/2022 | Total Clarity Wealth Management Inc. | 2,361 | $220K | 0.1% | N/A | 0.414% | |
| 10/21/2022 | TrueWealth Advisors LLC | 8,709 | $813K | 0.4% | -7.2% | 1.528% | |
| 10/20/2022 | Gladstone Institutional Advisory LLC | 5,164 | $482K | 0.0% | N/A | 0.906% | |
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| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 4,130 | $386K | 0.0% | +32.6% | 0.712% | |
| 8/13/2022 | Flow Traders U.S. LLC | 12,569 | $1.27M | 0.1% | -11.5% | 2.565% | |
| 7/28/2022 | Pacific Sun Financial Corp | 20,917 | $2.11M | 1.4% | +1.3% | 4.269% | |
| 7/27/2022 | TrueWealth Advisors LLC | 9,388 | $947K | 0.4% | -1.4% | 1.956% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 3,858 | $389K | 0.0% | +28.9% | 0.857% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 3,114 | $314K | 0.0% | +4.5% | 0.692% | |
| 5/12/2022 | Integrated Wealth Concepts LLC | 3,218 | $325K | 0.0% | -4.5% | 0.748% | |
| 5/5/2022 | Pacific Sun Financial Corp | 20,642 | $2.08M | 1.1% | +3.2% | 4.587% | |
| 5/4/2022 | Prospera Financial Services Inc | 800 | $81K | 0.0% | N/A | 0.178% | |
| 5/4/2022 | Gladstone Institutional Advisory LLC | 3,587 | $362K | 0.0% | N/A | 0.797% | |
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