| 5/19/2025 | Advisory Alpha LLC | 110,916 | $3.20M | 0.1% | -1.1% | 2.773% | |
| 5/15/2025 | OLD Mission Capital LLC | 13,391 | $386K | 0.0% | N/A | 0.335% | |
| 5/14/2025 | Kestra Advisory Services LLC | 46,345 | $1.34M | 0.0% | -25.5% | 1.159% | |
| 5/13/2025 | Raymond James Financial Inc. | 799,348 | $23.04M | 0.0% | -1.0% | 19.984% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 53,944 | $1.56M | 0.0% | -1.7% | 0.955% | |
| 5/8/2025 | Harbour Investments Inc. | 44,123 | $1.27M | 0.0% | -35.6% | 0.781% | |
| 5/8/2025 | Grantvest Financial Group LLC | 9,389 | $271K | 0.2% | -21.6% | 0.166% | |
| 5/7/2025 | LPL Financial LLC | 51,124 | $1.47M | 0.0% | -1.8% | 0.905% | |
| 5/7/2025 | American Asset Management Inc. | 122,585 | $3.53M | 3.5% | -2.8% | 2.170% | |
| 5/6/2025 | Cetera Investment Advisers | 84,587 | $2.44M | 0.0% | -4.6% | 1.497% | |
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| 5/6/2025 | Avantax Advisory Services Inc. | 9,470 | $273K | 0.0% | -14.0% | 0.168% | |
| 5/6/2025 | AE Wealth Management LLC | 17,036 | $491K | 0.0% | -46.4% | 0.302% | |
| 5/6/2025 | PFG Advisors | 20,753 | $598K | 0.0% | -2.4% | 0.367% | |
| 5/5/2025 | Csenge Advisory Group | 11,236 | $315K | 0.0% | N/A | 0.199% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 35,309 | $1.02M | 0.0% | -2.0% | 0.625% | |
| 4/29/2025 | Strategic Blueprint LLC | 89,084 | $2.57M | 0.1% | -3.6% | 1.577% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 148,901 | $4.29M | 1.2% | +2.9% | 2.635% | |
| 4/23/2025 | Spire Wealth Management | 13,460 | $388K | 0.0% | -27.1% | 0.238% | |
| 4/15/2025 | Focus Financial Network Inc. | 59,356 | $1.71M | 0.1% | -2.5% | 1.530% | |
| 4/8/2025 | Advisory Alpha LLC | 110,916 | $3.20M | 0.2% | -1.1% | 2.859% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 31,465 | $939K | 0.2% | -2.1% | 0.781% | |
| 2/18/2025 | First Heartland Consultants Inc. | 15,818 | $463K | 0.0% | -10.1% | 0.531% | |
| 2/17/2025 | Cetera Investment Advisers | 88,626 | $2.59M | 0.0% | -73.3% | 2.974% | |
| 2/14/2025 | Jane Street Group LLC | 22,327 | $653K | 0.0% | N/A | 0.749% | |
| 2/14/2025 | Two Sigma Securities LLC | 7,964 | $233K | 0.0% | N/A | 0.267% | |
| 2/13/2025 | Raymond James Financial Inc. | 807,566 | $23.63M | 0.0% | N/A | 27.100% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 36,035 | $1.05M | 0.0% | -7.4% | 1.209% | |
| 2/12/2025 | Riggs Capital Management LLC | 19,793 | $579K | 0.6% | N/A | 0.664% | |
| 2/12/2025 | JPMorgan Chase & Co. | 6,894 | $202K | 0.0% | +205.7% | 0.231% | |
| 2/11/2025 | Grantvest Financial Group LLC | 11,982 | $351K | 0.4% | N/A | 0.402% | |
| 2/11/2025 | LPL Financial LLC | 52,037 | $1.52M | 0.0% | +40.5% | 1.746% | |
| 2/10/2025 | Harbour Investments Inc. | 68,461 | $2.00M | 0.1% | -1.5% | 2.297% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 389,940 | $11.41M | 0.0% | -14.6% | 13.085% | |
| 2/6/2025 | Raymond James Financial Inc. | 807,566 | $23.63M | 0.0% | N/A | 27.100% | |
| 2/5/2025 | Red Crane Wealth Management LLC | 31,405 | $919K | 0.9% | N/A | 1.054% | |
| 1/31/2025 | Global Retirement Partners LLC | 5,421 | $159K | 0.0% | N/A | 0.182% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 54,872 | $1.61M | 0.0% | -4.0% | 1.841% | |
| 1/24/2025 | Spire Wealth Management | 18,476 | $541K | 0.0% | N/A | 0.620% | |
| 1/23/2025 | Strategic Blueprint LLC | 92,410 | $2.70M | 0.2% | -4.3% | 3.101% | |
| 1/17/2025 | Advisory Alpha LLC | 112,192 | $3.28M | 0.1% | -4.0% | 3.765% | |
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| 1/13/2025 | Elevated Capital Advisors LLC | 144,701 | $4.23M | 1.2% | +37.0% | 4.856% | |
| 12/26/2024 | JPMorgan Chase & Co. | 2,255 | $65K | 0.0% | N/A | 0.076% | |
| 12/16/2024 | SMART Wealth LLC | 51,466 | $1.48M | 0.6% | N/A | 1.727% | |
| 11/15/2024 | MML Investors Services LLC | 32,927 | $950K | 0.0% | N/A | 1.105% | |
| 11/12/2024 | Centaurus Financial Inc. | 13,340 | $385K | 0.0% | N/A | 0.448% | |
| 11/5/2024 | First Heartland Consultants Inc. | 17,586 | $507K | 0.1% | +4.6% | 0.590% | |
| 11/5/2024 | Harbour Investments Inc. | 69,481 | $2.00M | 0.1% | +34.3% | 2.332% | |
| 10/30/2024 | Moloney Securities Asset Management LLC | 7,225 | $208K | 0.0% | N/A | 0.242% | |
| 10/29/2024 | Farther Finance Advisors LLC | 3,580 | $103K | 0.0% | N/A | 0.120% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 1,804 | $52K | 0.0% | +80.4% | 0.061% | |
| 10/28/2024 | Focus Financial Network Inc. | 60,821 | $1.75M | 0.1% | +10.5% | 2.041% | |
| 10/25/2024 | Strategic Blueprint LLC | 96,535 | $2.78M | 0.2% | -33.2% | 3.239% | |
| 10/23/2024 | Outlook Wealth Advisors LLC | 355,722 | $10.26M | 2.9% | N/A | 11.937% | |
| 10/23/2024 | Blackston Financial Advisory Group LLC | 8,898 | $257K | 0.1% | N/A | 0.299% | |
| 10/23/2024 | Great Lakes Retirement Inc. | 115,080 | $3.32M | 0.4% | N/A | 3.862% | |
| 10/22/2024 | Elevated Capital Advisors LLC | 105,630 | $3.05M | 0.8% | N/A | 3.545% | |
| 10/18/2024 | Raymond James & Associates | 724,171 | $20.89M | 0.0% | N/A | 24.301% | |
| 10/16/2024 | B.O.S.S. Retirement Advisors LLC | 37,842 | $1.09M | 0.2% | N/A | 1.270% | |
| 10/15/2024 | American Asset Management Inc. | 126,320 | $3.64M | 3.9% | N/A | 4.239% | |
| 10/10/2024 | Lloyd Advisory Services LLC. | 222,405 | $6.42M | 3.1% | N/A | 7.463% | |
| 10/9/2024 | Castle Rock Wealth Management LLC | 32,143 | $925K | 0.2% | N/A | 1.079% | |
| 10/3/2024 | Park Avenue Securities LLC | 7,681 | $222K | 0.0% | -12.0% | 0.258% | |
| 8/22/2024 | Cetera Investment Advisers | 67,277 | $1.88M | 0.0% | -28.8% | 2.258% | |
| 8/21/2024 | Advisory Alpha LLC | 125,069 | $3.49M | 0.1% | -1.4% | 4.197% | |
| 8/8/2024 | Wealthgarden F.S. LLC | 19,578 | $546K | 0.6% | N/A | 0.657% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 462,326 | $12.90M | 0.0% | -17.6% | 15.514% | |
| 7/26/2024 | Harbour Investments Inc. | 51,745 | $1.44M | 0.0% | -46.7% | 1.736% | |
| 7/25/2024 | First Heartland Consultants Inc. | 16,814 | $469K | 0.0% | -17.8% | 0.564% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 29,402 | $821K | 0.0% | -50.8% | 0.987% | |
| 5/24/2024 | Cetera Advisors LLC | 22,633 | $614K | 0.0% | -88.0% | 0.759% | |
| 5/24/2024 | Cetera Investment Advisers | 94,513 | $2.56M | 0.0% | +37.7% | 3.172% | |
| 5/16/2024 | Jane Street Group LLC | 1,752,561 | $47.55M | 0.0% | N/A | 58.811% | |
| 5/10/2024 | Osaic Holdings Inc. | 300,926 | $8.16M | 0.0% | -53.8% | 10.098% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 16,950 | $460K | 0.0% | -10.0% | 0.569% | |
| 5/6/2024 | Advisory Alpha LLC | 126,827 | $3.44M | 0.1% | -1.9% | 4.256% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 560,761 | $15.21M | 0.0% | -22.7% | 18.817% | |
| 4/23/2024 | Strategic Blueprint LLC | 144,802 | $3.93M | 0.3% | -1.7% | 4.348% | |
| 3/4/2024 | Tucker Asset Management LLC | 1,046 | $27K | 0.0% | N/A | 0.000% | |
| 3/1/2024 | Pineridge Advisors LLC | 1,391 | $36K | 0.0% | N/A | 0.000% | |
| 2/13/2024 | Lloyd Advisory Services LLC. | 327,454 | $8.47M | 4.0% | N/A | 0.000% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 54,732 | $1.42M | 0.1% | N/A | 0.000% | |
| 2/9/2024 | Advisory Services Network LLC | 70,994 | $1.84M | 0.0% | +0.8% | 0.000% | |
| 2/8/2024 | Allegheny Financial Group LTD | 9,879 | $255K | 0.1% | N/A | 0.000% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 18,827 | $487K | 0.0% | +44.2% | 0.000% | |
| 2/6/2024 | Allianz Investment Management U.S. LLC | 179,700 | $4.65M | 0.3% | -10.0% | 0.000% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 62,139 | $1.61M | 0.0% | +334.2% | 0.000% | |
| 1/29/2024 | Outlook Wealth Advisors LLC | 132,558 | $3.43M | 1.2% | +155.9% | 0.000% | |
| 1/29/2024 | Koshinski Asset Management Inc. | 8,555 | $221K | 0.0% | N/A | 0.000% | |
| 1/26/2024 | B.O.S.S. Retirement Advisors LLC | 111,346 | $2.88M | 0.5% | -3.8% | 0.000% | |
| 1/25/2024 | Strategic Blueprint LLC | 147,310 | $3.81M | 0.3% | N/A | 0.000% | |
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| 1/23/2024 | Advisory Alpha LLC | 129,252 | $3.34M | 0.2% | -2.0% | 0.000% | |
| 1/19/2024 | PFG Advisors | 25,625 | $662K | 0.1% | N/A | 0.000% | |
| 1/18/2024 | Great Lakes Retirement Inc. | 59,599 | $1.54M | 0.3% | -19.7% | 0.000% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 1,000 | $26K | 0.0% | N/A | 0.000% | |
| 1/8/2024 | B.O.S.S. Retirement Advisors LLC | 109,730 | $2.66M | 0.6% | -5.2% | 0.000% | |
| 11/16/2023 | Harbour Investments Inc. | 137,974 | $3.35M | 0.2% | N/A | 0.000% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 216,754 | $5.26M | 0.0% | N/A | 0.000% | |
| 11/13/2023 | Kestra Advisory Services LLC | 231,324 | $5.61M | 0.1% | N/A | 0.000% | |
| 11/9/2023 | Oliver Lagore Vanvalin Investment Group | 1,129 | $27K | 0.0% | N/A | 0.000% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 14,311 | $347K | 0.0% | N/A | 0.000% | |
