| 5/22/2025 | WBI Investments LLC | 86,117 | $3.00M | 0.8% | +111.5% | 2.266% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 335,364 | $11.67M | 0.4% | -1.8% | 8.825% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 50,461 | $1.76M | 0.0% | +20.8% | 1.328% | |
| 5/15/2025 | Royal Bank of Canada | 43,010 | $1.50M | 0.0% | -52.1% | 1.132% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 32,986 | $1.15M | 0.0% | -6.3% | 0.868% | |
| 5/13/2025 | Raymond James Financial Inc. | 186,642 | $6.50M | 0.0% | +3.9% | 4.912% | |
| 5/13/2025 | HighTower Advisors LLC | 8,290 | $289K | 0.0% | -5.7% | 0.218% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 491,931 | $17.12M | 0.5% | +44.1% | 12.946% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 17,691 | $616K | 0.0% | N/A | 0.466% | |
| 5/7/2025 | LPL Financial LLC | 101,339 | $3.53M | 0.0% | -25.4% | 2.667% | |
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| 5/7/2025 | Trilogy Capital Inc. | 10,962 | $382K | 0.0% | -5.8% | 0.288% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 29,940 | $1.04M | 0.0% | +23.0% | 0.788% | |
| 5/6/2025 | PFG Advisors | 18,825 | $655K | 0.0% | -23.7% | 0.495% | |
| 5/5/2025 | Lunt Capital Management Inc. | 226,183 | $7.87M | 2.9% | +6.3% | 5.952% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 28,901 | $1.01M | 0.0% | -39.6% | 0.761% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 71,057 | $2.44M | 0.2% | +11.3% | 1.870% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,844 | $586K | 0.0% | -17.0% | 0.443% | |
| 4/22/2025 | Ergawealth Advisors Inc. | 243,833 | $8.49M | 4.2% | +1.2% | 6.417% | |
| 2/18/2025 | White Knight Strategic Wealth Advisors LLC | 6,300 | $234K | 0.1% | N/A | 0.083% | |
| 2/17/2025 | WBI Investments LLC | 40,713 | $1.51M | 0.4% | -25.6% | 0.536% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 9,843 | $366K | 0.0% | -31.6% | 0.130% | |
| 2/17/2025 | Bank of America Corp DE | 669,756 | $24.90M | 0.0% | -33.1% | 8.813% | |
| 2/17/2025 | Ameriprise Financial Inc. | 225,414 | $8.38M | 0.0% | -50.6% | 2.966% | |
| 2/14/2025 | Jane Street Group LLC | 36,881 | $1.37M | 0.0% | -1.8% | 0.485% | |
| 2/14/2025 | Two Sigma Securities LLC | 10,879 | $404K | 0.1% | N/A | 0.143% | |
| 2/14/2025 | GeoWealth Management LLC | 19,062 | $709K | 0.0% | -1.4% | 0.251% | |
| 2/13/2025 | CreativeOne Wealth LLC | 22,296 | $829K | 0.0% | +10.0% | 0.293% | |
| 2/13/2025 | Raymond James Financial Inc. | 179,642 | $6.68M | 0.0% | N/A | 2.364% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 47,821 | $1.78M | 0.0% | -26.2% | 0.629% | |
| 2/11/2025 | LPL Financial LLC | 135,871 | $5.05M | 0.0% | -5.6% | 1.788% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 24,348 | $905K | 0.0% | +3.6% | 0.320% | |
| 2/7/2025 | PFG Advisors | 24,672 | $917K | 0.1% | -17.7% | 0.325% | |
| 2/7/2025 | HighTower Advisors LLC | 8,795 | $327K | 0.0% | -3.0% | 0.116% | |
| 2/6/2025 | Raymond James Financial Inc. | 179,642 | $6.68M | 0.0% | N/A | 2.364% | |
| 2/5/2025 | Ergawealth Advisors Inc. | 240,844 | $8.95M | 4.4% | +1.8% | 3.169% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 7,412 | $276K | 0.0% | -4.6% | 0.098% | |
| 1/29/2025 | Soltis Investment Advisors LLC | 129,017 | $4.80M | 0.4% | -12.7% | 1.698% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 63,815 | $2.37M | 0.2% | +16.6% | 0.840% | |
| 1/24/2025 | Lunt Capital Management Inc. | 212,752 | $7.91M | 3.1% | +7.0% | 2.799% | |
| 1/22/2025 | Nilsine Partners LLC | 6,357 | $236K | 0.0% | -15.2% | 0.084% | |
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| 1/21/2025 | Geneos Wealth Management Inc. | 341,383 | $12.69M | 0.4% | -1.5% | 4.492% | |
| 11/25/2024 | Sanctuary Advisors LLC | 7,701 | $303K | 0.0% | -46.2% | 0.101% | |
| 11/18/2024 | Soltis Investment Advisors LLC | 147,842 | $5.64M | 0.5% | -3.9% | 1.945% | |
| 11/15/2024 | Jane Street Group LLC | 37,549 | $1.43M | 0.0% | +375.5% | 0.494% | |
| 11/15/2024 | Stifel Financial Corp | 7,999 | $305K | 0.0% | N/A | 0.105% | |
| 11/15/2024 | HighTower Advisors LLC | 9,063 | $344K | 0.0% | -35.9% | 0.119% | |
| 11/1/2024 | Atria Investments Inc | 11,956 | $456K | 0.0% | +22.8% | 0.157% | |
| 10/24/2024 | Lunt Capital Management Inc. | 198,808 | $7.59M | 3.5% | +2.8% | 2.616% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 54,720 | $2.08M | 0.2% | +439.6% | 0.720% | |
| 10/23/2024 | Ergawealth Advisors Inc. | 236,692 | $9.03M | 4.5% | +4.5% | 3.114% | |
| 10/21/2024 | Trilogy Capital Inc. | 11,762 | $449K | 0.0% | -5.2% | 0.155% | |
| 10/16/2024 | SPC Financial Inc. | 112,182 | $4.28M | 0.4% | +5.1% | 1.476% | |
| 9/5/2024 | Sanctuary Advisors LLC | 14,316 | $488K | 0.0% | N/A | 0.188% | |
| 8/21/2024 | SPC Financial Inc. | 106,730 | $3.69M | 0.3% | +8.0% | 1.404% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 129,071 | $4.46M | 0.0% | -33.0% | 1.698% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 67,325 | $2.33M | 0.0% | +2.4% | 0.886% | |
| 8/8/2024 | PFG Advisors | 40,517 | $1.40M | 0.1% | -29.4% | 0.533% | |
| 7/30/2024 | WBI Investments LLC | 56,887 | $1.97M | 0.5% | -17.8% | 0.749% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 35,793 | $1.24M | 0.0% | -18.5% | 0.471% | |
| 7/23/2024 | Geneos Wealth Management Inc. | 340,465 | $11.77M | 0.5% | -0.5% | 4.480% | |
| 7/22/2024 | Ergawealth Advisors Inc. | 226,442 | $7.83M | 4.3% | -0.9% | 2.980% | |
| 5/29/2024 | Soltis Investment Advisors LLC | 184,138 | $6.45M | 0.7% | -16.3% | 2.423% | |
| 5/24/2024 | Cetera Advisors LLC | 57,043 | $2.00M | 0.0% | -10.0% | 0.751% | |
| 5/24/2024 | Cetera Investment Advisers | 62,578 | $2.19M | 0.0% | N/A | 0.823% | |
| 5/14/2024 | CreativeOne Wealth LLC | 39,660 | $1.39M | 0.1% | +3.2% | 0.522% | |
| 5/10/2024 | Osaic Holdings Inc. | 316,657 | $11.10M | 0.0% | -1.1% | 4.167% | |
| 5/7/2024 | PFG Advisors | 57,427 | $2.01M | 0.1% | -26.7% | 0.756% | |
| 5/4/2024 | SPC Financial Inc. | 98,796 | $3.46M | 0.3% | +5.1% | 1.300% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 342,093 | $11.99M | 0.5% | -12.3% | 4.501% | |
| 5/4/2024 | WBI Investments LLC | 69,180 | $2.42M | 0.5% | N/A | 0.910% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 43,899 | $1.54M | 0.0% | -24.2% | 0.563% | |
| 4/24/2024 | Leavell Investment Management Inc. | 10,747 | $377K | 0.0% | -3.4% | 0.138% | |
| 4/23/2024 | Lunt Capital Management Inc. | 180,952 | $6.34M | 3.2% | +6.6% | 2.320% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 62,566 | $2.19M | 0.0% | -67.2% | 0.802% | |
| 4/22/2024 | Nilsine Partners LLC | 7,496 | $263K | 0.0% | N/A | 0.096% | |
| 4/17/2024 | Trilogy Capital Inc. | 20,580 | $721K | 0.0% | -17.9% | 0.264% | |
| 4/16/2024 | MCF Advisors LLC | 769 | $27K | 0.0% | N/A | 0.010% | |
| 4/15/2024 | Sound Income Strategies LLC | 920 | $32K | 0.0% | N/A | 0.005% | |
| 2/26/2024 | Integrated Advisors Network LLC | 19,669 | $661K | 0.0% | -36.0% | 0.106% | |
| 2/14/2024 | White Knight Strategic Wealth Advisors LLC | 16,646 | $560K | 0.6% | -12.1% | 0.090% | |
| 2/12/2024 | Tradition Wealth Management LLC | 1,157 | $39K | 0.0% | -37.8% | 0.006% | |
| 2/9/2024 | Advisory Services Network LLC | 5,654 | $190K | 0.0% | N/A | 0.030% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 57,944 | $1.95M | 0.0% | -10.5% | 0.312% | |
| 2/9/2024 | Assetmark Inc. | 52,430 | $1.76M | 0.0% | -5.7% | 0.283% | |
| 2/9/2024 | CreativeOne Wealth LLC | 38,428 | $1.29M | 0.1% | -1.5% | 0.207% | |
| 2/8/2024 | Level Four Advisory Services LLC | 8,409 | $283K | 0.0% | -27.7% | 0.045% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 22,862 | $769K | 0.0% | -2.9% | 0.123% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 9,155 | $308K | 0.0% | -41.7% | 0.049% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 36,672 | $1.23M | 0.2% | +528.2% | 0.198% | |
| 2/2/2024 | Truist Financial Corp | 6,190 | $208K | 0.0% | -95.1% | 0.033% | |
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| 2/2/2024 | Atria Wealth Solutions Inc. | 14,597 | $491K | 0.0% | -31.4% | 0.079% | |
| 2/1/2024 | CWM LLC | 2,660 | $89K | 0.0% | -26.3% | 0.014% | |
| 1/31/2024 | J.W. Cole Advisors Inc. | 6,752 | $227K | 0.0% | -41.4% | 0.036% | |
| 1/30/2024 | Ergawealth Advisors Inc. | 213,622 | $7.18M | 4.4% | +5.6% | 1.152% | |
| 1/30/2024 | Lunt Capital Management Inc. | 169,781 | $5.71M | 3.0% | -2.0% | 0.915% | |
| 1/26/2024 | Soltis Investment Advisors LLC | 219,957 | $7.40M | 0.8% | -37.1% | 1.186% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 389,877 | $13.11M | 0.6% | -0.9% | 2.102% | |
| 1/23/2024 | Leavell Investment Management Inc. | 11,124 | $376K | 0.0% | -19.4% | 0.060% | |
| 1/23/2024 | Lee Financial Group Hawaii Inc. | 401,786 | $13.51M | 11.5% | -2.1% | 2.166% | |
| 1/19/2024 | PFG Advisors | 78,350 | $2.64M | 0.2% | -68.8% | 0.422% | |
