| 8/15/2025 | Tower Research Capital LLC TRC | 13,374 | $577K | 0.0% | +49.5% | 1.298% | |
| 8/15/2025 | Bank of America Corp DE | 58,870 | $2.54M | 0.0% | -4.1% | 5.716% | |
| 8/14/2025 | Raymond James Financial Inc. | 18,107 | $781K | 0.0% | -2.5% | 1.758% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 13,597 | $586K | 0.0% | -13.3% | 1.320% | |
| 8/8/2025 | Cetera Investment Advisers | 18,970 | $818K | 0.0% | -12.6% | 1.842% | |
| 7/30/2025 | Advantage Trust Co | 600 | $26K | 0.0% | N/A | 0.058% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 59,751 | $2.58M | 0.2% | N/A | 5.801% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 9,763 | $421K | 0.2% | +13.2% | 0.948% | |
| 7/18/2025 | Truist Financial Corp | 7,529 | $325K | 0.0% | -3.1% | 0.731% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 6,246 | $269K | 0.0% | -35.8% | 0.606% | |
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| 6/27/2025 | Goldman Sachs Group Inc. | 9,331 | $408K | 0.0% | -91.0% | 0.778% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 9,331 | $408K | 0.0% | -91.0% | 0.778% | |
| 5/7/2025 | LPL Financial LLC | 40,447 | $1.77M | 0.0% | -14.3% | 3.371% | |
| 5/6/2025 | Cetera Investment Advisers | 21,713 | $948K | 0.0% | -3.1% | 1.809% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 15,677 | $685K | 0.0% | -11.6% | 1.306% | |
| 4/15/2025 | Trueblood Wealth Management LLC | 8,623 | $377K | 0.2% | +59.9% | 0.707% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,267 | $56K | 0.0% | N/A | 0.104% | |
| 4/14/2025 | One Plus One Wealth Management LLC | 93,426 | $4.08M | 2.2% | -0.9% | 7.658% | |
| 2/17/2025 | Cetera Investment Advisers | 22,413 | $994K | 0.0% | -9.2% | 1.698% | |
| 2/17/2025 | Bank of America Corp DE | 72,875 | $3.23M | 0.0% | -3.9% | 5.521% | |
| 2/14/2025 | IHT Wealth Management LLC | 35,917 | $1.59M | 0.1% | +4.4% | 2.721% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 4,191 | $186K | 0.0% | -45.6% | 0.318% | |
| 2/13/2025 | Raymond James Financial Inc. | 19,960 | $885K | 0.0% | N/A | 1.512% | |
| 2/13/2025 | Wells Fargo & Company MN | 93,096 | $4.13M | 0.0% | -4.1% | 7.053% | |
| 2/11/2025 | LPL Financial LLC | 47,218 | $2.09M | 0.0% | +6.3% | 3.577% | |
| 2/6/2025 | Raymond James Financial Inc. | 19,960 | $885K | 0.0% | N/A | 1.512% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,013 | $45K | 0.0% | N/A | 0.076% | |
| 1/31/2025 | Truist Financial Corp | 7,763 | $344K | 0.0% | -7.1% | 0.584% | |
| 1/29/2025 | One Plus One Wealth Management LLC | 94,258 | $4.18M | 2.5% | -2.5% | 7.087% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 9,769 | $433K | 0.0% | -11.9% | 0.735% | |
| 1/16/2025 | Trueblood Wealth Management LLC | 5,393 | $239K | 0.1% | N/A | 0.405% | |
| 12/26/2024 | JPMorgan Chase & Co. | 616 | $27K | 0.0% | N/A | 0.041% | |
| 11/25/2024 | Sanctuary Advisors LLC | 3,895 | $168K | 0.0% | -23.2% | 0.261% | |
| 11/15/2024 | IHT Wealth Management LLC | 34,396 | $1.48M | 0.0% | -3.9% | 2.308% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 1,711 | $74K | 0.0% | -20.2% | 0.115% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 17,727 | $765K | 0.0% | -2.6% | 1.190% | |
| 10/30/2024 | One Plus One Wealth Management LLC | 96,693 | $4.17M | 2.5% | +3.0% | 6.489% | |
| 10/22/2024 | Private Advisor Group LLC | 5,867 | $253K | 0.0% | +9.3% | 0.391% | |
| 9/5/2024 | Sanctuary Advisors LLC | 5,070 | $253K | 0.0% | N/A | 0.325% | |
| 8/22/2024 | Cetera Investment Advisers | 26,190 | $1.24M | 0.0% | -6.1% | 1.679% | |
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| 7/30/2024 | International Assets Investment Management LLC | 3,320 | $157K | 0.0% | N/A | 0.213% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 23,493 | $1.15M | 0.0% | -17.3% | 1.609% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 11,292 | $553K | 0.0% | -92.2% | 0.748% | |
| 2/12/2024 | Scotia Capital Inc. | 12,580 | $562K | 0.0% | -1.9% | 0.547% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 28,361 | $1.27M | 0.0% | +12.4% | 1.233% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 28,418 | $1.27M | 0.0% | -2.2% | 1.236% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 144,260 | $6.45M | 0.0% | -2.4% | 6.272% | |
| 2/7/2024 | Advantage Trust Co | 600 | $27K | 0.0% | N/A | 0.026% | |
| 2/6/2024 | Private Advisor Group LLC | 5,678 | $254K | 0.0% | N/A | 0.247% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 34,045 | $1.52M | 0.2% | +110.8% | 1.480% | |
| 2/5/2024 | Unique Wealth Strategies LLC | 54,824 | $2.45M | 1.6% | N/A | 2.384% | |
| 1/29/2024 | Genesee Capital Advisors LLC | 28,521 | $1.28M | 0.8% | +6.6% | 1.240% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 1,000 | $45K | 0.0% | -23.1% | 0.043% | |
| 1/25/2024 | International Assets Investment Management LLC | 76,065 | $3.40M | 0.0% | N/A | 3.307% | |
| 1/24/2024 | International Assets Investment Management LLC | 76,065 | $3.40M | 0.0% | N/A | 3.307% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 20,457 | $914K | 0.0% | -90.8% | 0.882% | |
| 11/20/2023 | Silver Oak Securities Incorporated | 16,149 | $747K | 0.1% | N/A | 0.614% | |
| 11/15/2023 | Scotia Capital Inc. | 12,818 | $593K | 0.0% | N/A | 0.487% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 14,525 | $672K | 0.0% | -39.5% | 0.552% | |
| 11/9/2023 | SPC Financial Inc. | 15,139 | $700K | 0.1% | N/A | 0.576% | |
| 11/9/2023 | UBS Group AG | 65,929 | $3.05M | 0.0% | -7.1% | 2.507% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 147,826 | $6.84M | 0.0% | +1,046.9% | 5.621% | |
| 10/30/2023 | Win Advisors Inc. | 70,582 | $3.26M | 1.6% | N/A | 2.684% | |
| 10/25/2023 | Genesee Capital Advisors LLC | 26,760 | $1.24M | 0.9% | N/A | 1.017% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 222,682 | $10.30M | 0.0% | +717.8% | 8.467% | |
| 10/24/2023 | Raymond James & Associates | 8,012 | $370K | 0.0% | -5.2% | 0.305% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 25,238 | $1.17M | 0.0% | +282.9% | 0.960% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 30,433 | $1.20M | 0.0% | -4.5% | 1.499% | |
| 8/3/2023 | WMG Financial Advisors LLC | 5,338 | $211K | 0.2% | -4.8% | 0.263% | |
| 8/1/2023 | Truist Financial Corp | 11,465 | $453K | 0.0% | -78.5% | 0.565% | |
| 7/31/2023 | LPL Financial LLC | 43,761 | $1.73M | 0.0% | -26.3% | 2.156% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 12,889 | $509K | 0.0% | -91.3% | 0.635% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 27,228 | $1.08M | 0.0% | -23.2% | 1.341% | |
| 7/25/2023 | Raymond James & Associates | 8,452 | $334K | 0.0% | -20.1% | 0.416% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 6,591 | $260K | 0.0% | -44.8% | 0.343% | |
| 5/11/2023 | Scotia Capital Inc. | 11,208 | $447K | 0.0% | +39.1% | 0.456% | |
| 5/9/2023 | SPC Financial Inc. | 14,186 | $565K | 0.1% | +5.9% | 0.577% | |
| 5/9/2023 | Tower Research Capital LLC TRC | 19,547 | $779K | 0.0% | -11.0% | 0.795% | |
| 5/5/2023 | Truist Financial Corp | 53,278 | $2.12M | 0.0% | -2.7% | 2.166% | |
| 5/5/2023 | Silver Oak Securities Incorporated | 14,262 | $576K | 0.1% | +4.9% | 0.549% | |
| 5/2/2023 | Strategy Asset Managers LLC | 13,797 | $550K | 0.1% | -36.1% | 0.531% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 147,405 | $5.88M | 0.0% | +2.3% | 5.584% | |
| 4/27/2023 | Stratos Wealth Advisors LLC | 7,372 | $294K | 0.0% | -31.9% | 0.279% | |
| 4/18/2023 | Genesee Capital Advisors LLC | 31,989 | $1.28M | 0.9% | -5.1% | 1.147% | |
| 4/18/2023 | WMG Financial Advisors LLC | 5,609 | $224K | 0.2% | +6.8% | 0.201% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 35,443 | $1.41M | 0.0% | -55.6% | 1.071% | |
| 4/14/2023 | Raymond James & Associates | 10,581 | $422K | 0.0% | -84.5% | 0.320% | |
| 2/13/2023 | Wealthcare Advisory Partners LLC | 10,622 | $459K | 0.0% | N/A | 0.218% | |
| 2/13/2023 | Consolidated Planning Corp | 98,103 | $4.24M | 1.2% | -7.8% | 2.010% | |
| 2/10/2023 | WMG Financial Advisors LLC | 5,253 | $227K | 0.2% | -6.9% | 0.108% | |
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| 2/9/2023 | Scotia Capital Inc. | 8,056 | $348K | 0.0% | -24.6% | 0.165% | |
| 2/9/2023 | HighTower Advisors LLC | 554,579 | $23.97M | 0.1% | +12.5% | 11.364% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 79,785 | $3.45M | 0.0% | +1.2% | 1.635% | |
| 2/8/2023 | Raymond James & Associates | 68,237 | $2.95M | 0.0% | +5.9% | 1.398% | |
| 2/8/2023 | UBS Group AG | 161,550 | $6.98M | 0.0% | -4.0% | 3.310% | |
| 2/8/2023 | Prospera Financial Services Inc | 25,688 | $1.11M | 0.1% | +3.8% | 0.526% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 7,939 | $343K | 0.0% | +10.1% | 0.163% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 7,896 | $341K | 0.0% | +6.3% | 0.162% | |
| 2/7/2023 | LPL Financial LLC | 122,241 | $5.28M | 0.0% | -3.7% | 2.505% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 9,378 | $405K | 0.0% | -8.3% | 0.192% | |
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