| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 30,359 | $326K | 0.0% | +7.3% | 0.035% | |
| 2/25/2025 | Shufro Rose & Co. LLC | 54,350 | $583K | 0.0% | -9.9% | 0.063% | |
| 2/17/2025 | Tidal Investments LLC | 110,339 | $1.18M | 0.0% | +2.3% | 0.128% | |
| 2/17/2025 | McGowan Group Asset Management Inc. | 3,812,964 | $40.91M | 5.5% | -21.3% | 4.422% | |
| 2/17/2025 | Cetera Investment Advisers | 83,645 | $898K | 0.0% | +163.4% | 0.097% | |
| 2/17/2025 | Captrust Financial Advisors | 18,926 | $203K | 0.0% | -45.4% | 0.022% | |
| 2/17/2025 | Bank of America Corp DE | 952,569 | $10.22M | 0.0% | -12.6% | 1.105% | |
| 2/17/2025 | Ameriprise Financial Inc. | 67,344 | $723K | 0.0% | +6.1% | 0.078% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 28,440 | $305K | 0.0% | +147.9% | 0.033% | |
| 2/14/2025 | Shaker Financial Services LLC | 58,804 | $631K | 0.2% | N/A | 0.068% | |
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| 2/13/2025 | Mariner LLC | 15,314 | $164K | 0.0% | +14.1% | 0.018% | |
| 2/13/2025 | Cohen & Steers Inc. | 141,297 | $1.52M | 0.0% | -38.4% | 0.164% | |
| 2/13/2025 | Raymond James Financial Inc. | 357,104 | $3.83M | 0.0% | N/A | 0.414% | |
| 2/13/2025 | Invesco Ltd. | 863,794 | $9.27M | 0.0% | +6.3% | 1.002% | |
| 2/13/2025 | Wells Fargo & Company MN | 602,707 | $6.47M | 0.0% | -0.6% | 0.699% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 22,085 | $237K | 0.0% | -47.9% | 0.026% | |
| 2/12/2025 | Everstar Asset Management LLC | 26,368 | $283K | 0.2% | -7.0% | 0.031% | |
| 2/12/2025 | Prevail Innovative Wealth Advisors LLC | 102,626 | $1.10M | 0.3% | +161.5% | 0.119% | |
| 2/12/2025 | Maridea Wealth Management LLC | 55,240 | $593K | 0.2% | N/A | 0.064% | |
| 2/12/2025 | PKS Advisory Services LLC | 16,313 | $175K | 0.0% | N/A | 0.019% | |
| 2/11/2025 | LPL Financial LLC | 925,141 | $9.93M | 0.0% | -1.8% | 1.073% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 228,008 | $2.45M | 0.0% | -0.4% | 0.264% | |
| 2/10/2025 | King Wealth Management Group | 15,000 | $161K | 0.0% | N/A | 0.017% | |
| 2/7/2025 | HighTower Advisors LLC | 24,622 | $264K | 0.0% | +25.0% | 0.029% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 13,000 | $139K | 0.0% | -7.0% | 0.015% | |
| 2/6/2025 | Raymond James Financial Inc. | 357,104 | $3.83M | 0.0% | N/A | 0.414% | |
| 2/6/2025 | Jones Financial Companies Lllp | 68,463 | $735K | 0.0% | +73.6% | 0.079% | |
| 2/5/2025 | US Bancorp DE | 12,527 | $134K | 0.0% | +12.6% | 0.015% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 59,567 | $639K | 0.0% | -7.5% | 0.069% | |
| 2/5/2025 | Nwam LLC | 42,694 | $458K | 0.0% | -23.0% | 0.050% | |
| 2/4/2025 | IFP Advisors Inc | 15,220 | $163K | 0.0% | +100.0% | 0.018% | |
| 2/4/2025 | Wealthgarden F.S. LLC | 33,407 | $358K | 0.3% | -39.7% | 0.039% | |
| 2/3/2025 | Waterfront Wealth Inc. | 46,750 | $502K | 0.1% | -6.3% | 0.054% | |
| 2/3/2025 | Wolverine Asset Management LLC | 23,157 | $248K | 0.0% | N/A | 0.027% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 53,247 | $571K | 0.0% | +3.8% | 0.062% | |
| 2/3/2025 | Private Advisor Group LLC | 13,447 | $144K | 0.0% | -26.3% | 0.016% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 50,614 | $544K | 0.0% | +12.5% | 0.059% | |
| 1/27/2025 | Elm3 Financial Group LLC | 11,880 | $127K | 0.1% | N/A | 0.014% | |
| 1/27/2025 | Choreo LLC | 18,711 | $199K | 0.0% | +9.7% | 0.022% | |
| 1/24/2025 | Abundance Wealth Counselors | 42,865 | $460K | 0.1% | +2.4% | 0.050% | |
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| 1/24/2025 | Clear Creek Financial Management LLC | 16,695 | $179K | 0.0% | -9.9% | 0.019% | |
| 1/23/2025 | NorthStar Asset Management LLC NJ | 21,145 | $227K | 0.1% | -10.4% | 0.025% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 10,000 | $107K | 0.0% | N/A | 0.012% | |
| 1/16/2025 | Sowa Financial Group Inc. | 199,112 | $2.14M | 1.3% | -49.1% | 0.231% | |
| 1/16/2025 | Uncommon Cents Investing LLC | 308,820 | $3.31M | 1.0% | +2.0% | 0.358% | |
| 1/14/2025 | Park Avenue Securities LLC | 10,774 | $116K | 0.0% | N/A | 0.012% | |
| 1/14/2025 | Quad Cities Investment Group LLC | 88,462 | $949K | 0.5% | -4.0% | 0.103% | |
| 1/13/2025 | Capital Investment Advisors LLC | 140,371 | $1.51M | 0.0% | -0.9% | 0.163% | |
| 11/25/2024 | Tidal Investments LLC | 107,861 | $1.22M | 0.0% | +7.4% | 0.125% | |
| 11/25/2024 | World Investment Advisors LLC | 56,700 | $643K | 0.0% | N/A | 0.066% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 14,041 | $159K | 0.0% | N/A | 0.000% | |
| 11/15/2024 | HighTower Advisors LLC | 19,705 | $224K | 0.0% | -10.3% | 0.000% | |
| 11/15/2024 | FSA Wealth Management LLC | 2,642 | $30K | 0.0% | N/A | 0.000% | |
| 11/12/2024 | Nwam LLC | 55,422 | $628K | 0.0% | -5.4% | 0.000% | |
| 11/9/2024 | Landscape Capital Management L.L.C. | 42,400 | $481K | 0.0% | -32.7% | 0.000% | |
| 11/8/2024 | SMH Capital Advisors Inc. | 24,725 | $280K | 0.9% | -5.8% | 0.000% | |
| 11/8/2024 | Advisors Asset Management Inc. | 120,968 | $1.37M | 0.0% | -1.8% | 0.000% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 229,008 | $2.60M | 0.0% | -8.8% | 0.000% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 64,369 | $730K | 0.0% | -11.1% | 0.000% | |
| 11/1/2024 | Fiera Capital Corp | 183,086 | $2.08M | 0.0% | -3.5% | 0.000% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 51,290 | $582K | 0.0% | +20.7% | 0.000% | |
| 10/29/2024 | Forum Financial Management LP | 12,058 | $137K | 0.0% | N/A | 0.000% | |
| 10/28/2024 | US Bancorp DE | 11,127 | $126K | 0.0% | +9.9% | 0.000% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 28,294 | $321K | 0.0% | +84.5% | 0.000% | |
| 10/24/2024 | PFG Investments LLC | 29,367 | $333K | 0.0% | +5.8% | 0.000% | |
| 10/22/2024 | International Assets Investment Management LLC | 93,203 | $10.57M | 0.0% | N/A | 0.000% | |
| 10/18/2024 | Integris Wealth Management LLC | 12,000 | $136K | 0.0% | N/A | 0.000% | |
| 10/18/2024 | Capital Investment Advisors LLC | 141,596 | $1.61M | 0.0% | -0.8% | 0.000% | |
| 10/16/2024 | Quad Cities Investment Group LLC | 92,155 | $1.05M | 0.5% | +3.7% | 0.000% | |
| 10/10/2024 | Sound Income Strategies LLC | 51,555 | $585K | 0.0% | -9.4% | 0.000% | |
| 10/10/2024 | Gilman Hill Asset Management LLC | 12,500 | $142K | 0.0% | N/A | 0.000% | |
| 10/10/2024 | Sowa Financial Group Inc. | 390,988 | $4.43M | 2.8% | -8.4% | 0.000% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 36,810 | $386K | 0.0% | -27.0% | 0.000% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 251,008 | $2.63M | 0.0% | -10.4% | 0.000% | |
| 8/12/2024 | SMH Capital Advisors Inc. | 26,257 | $275K | 0.8% | -8.7% | 0.000% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 10,455 | $110K | 0.0% | -40.2% | 0.000% | |
| 8/8/2024 | Wealthgarden F.S. LLC | 33,393 | $350K | 0.4% | N/A | 0.000% | |
| 8/8/2024 | Vanguard Capital Wealth Advisors | 50,000 | $524K | 0.4% | +35.1% | 0.000% | |
| 8/7/2024 | Choreo LLC | 14,156 | $149K | 0.0% | N/A | 0.000% | |
| 8/7/2024 | Wedbush Securities Inc. | 10,883 | $114K | 0.0% | -19.0% | 0.000% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 13,000 | $136K | 0.0% | +62.5% | 0.000% | |
| 8/3/2024 | Shaker Financial Services LLC | 62,400 | $654K | 0.3% | +54.5% | 0.000% | |
| 8/2/2024 | Founders Financial Securities LLC | 139,521 | $1.46M | 0.1% | -8.9% | 0.000% | |
| 8/1/2024 | Waterfront Wealth Inc. | 47,467 | $497K | 0.1% | -12.2% | 0.000% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 42,497 | $445K | 0.0% | +91.1% | 0.000% | |
| 7/29/2024 | Sowa Financial Group Inc. | 426,693 | $4.47M | 3.4% | -14.7% | 0.000% | |
| 7/26/2024 | BCR Wealth Strategies LLC | 38,170 | $400K | 0.3% | N/A | 0.000% | |
| 7/20/2024 | Parsons Capital Management Inc. RI | 43,026 | $451K | 0.0% | -50.5% | 0.000% | |
| 7/19/2024 | Raymond James & Associates | 189,523 | $1.99M | 0.0% | +76.5% | 0.000% | |
| 7/18/2024 | Kennedy Investment Group | 18,451 | $193K | 0.1% | -91.6% | 0.000% | |
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| 7/17/2024 | Abundance Wealth Counselors | 24,715 | $259K | 0.1% | +22.0% | 0.000% | |
| 7/17/2024 | Capital Advisors Wealth Management LLC | 11,761 | $123K | 0.0% | -57.4% | 0.000% | |
| 7/12/2024 | Sound Income Strategies LLC | 56,926 | $597K | 0.0% | -3.3% | 0.000% | |
| 7/12/2024 | Capital Investment Advisors LLC | 142,751 | $1.50M | 0.0% | -3.1% | 0.000% | |
| 5/24/2024 | Cetera Advisors LLC | 10,209 | $108K | 0.0% | N/A | 0.000% | |
| 5/20/2024 | Virtu Financial LLC | 14,869 | $158K | 0.0% | -42.3% | 0.000% | |
| 5/17/2024 | Tidal Investments LLC | 91,642 | $973K | 0.0% | +5.8% | 0.000% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 50,407 | $489K | 0.0% | -6.6% | 0.000% | |
| 5/14/2024 | Natixis | 14,183 | $151K | 0.0% | -9.4% | 0.000% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 29,596 | $314K | 0.0% | +16.1% | 0.000% | |
