| 8/8/2025 | MJP Associates Inc. ADV | 17,906 | $416K | 0.1% | -5.9% | 0.273% | |
| 8/8/2025 | Cetera Investment Advisers | 194,243 | $4.51M | 0.0% | +2.9% | 2.966% | |
| 8/6/2025 | AE Wealth Management LLC | 3,560 | $83K | 0.0% | N/A | 0.054% | |
| 8/6/2025 | Csenge Advisory Group | 144,658 | $3.36M | 0.2% | -2.3% | 2.209% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 11,104 | $258K | 0.0% | N/A | 0.170% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 14,882 | $345K | 0.0% | -14.3% | 0.227% | |
| 7/29/2025 | Manchester Financial Inc. | 70,506 | $1.64M | 0.3% | +69.8% | 1.076% | |
| 7/29/2025 | Mattson Financial Services LLC | 223,245 | $5.18M | 1.4% | +6.8% | 3.408% | |
| 7/25/2025 | Lion Street Advisors LLC | 11,676 | $271K | 0.1% | -4.1% | 0.178% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 10,517 | $244K | 0.0% | N/A | 0.167% | |
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| 7/11/2025 | Silver Oak Securities Incorporated | 50,793 | $1.18M | 0.1% | -4.2% | 0.813% | |
| 7/9/2025 | GSG Advisors LLC | 20,000 | $464K | 0.1% | N/A | 0.320% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 199,412 | $4.63M | 0.8% | -1.4% | 3.191% | |
| 7/8/2025 | Gradient Investments LLC | 1,269,793 | $29.47M | 0.5% | +14.7% | 20.647% | |
| 7/2/2025 | HBW Advisory Services LLC | 29,679 | $689K | 0.1% | +11.2% | 0.483% | |
| 5/22/2025 | Mattson Financial Services LLC | 209,079 | $2.56M | 0.8% | +55.8% | 3.514% | |
| 5/19/2025 | Jane Street Group LLC | 23,074 | $282K | 0.0% | -61.0% | 0.388% | |
| 5/15/2025 | Centric Wealth Management | 27,266 | $333K | 0.1% | +30.4% | 0.451% | |
| 5/13/2025 | HighTower Advisors LLC | 41,534 | $508K | 0.0% | -31.3% | 0.687% | |
| 5/8/2025 | Entruity Wealth LLC | 11,301 | $138K | 0.1% | -9.3% | 0.187% | |
| 5/6/2025 | Cetera Investment Advisers | 188,764 | $2.31M | 0.0% | +7.9% | 3.120% | |
| 5/6/2025 | Advisor OS LLC | 19,032 | $233K | 0.0% | +4.9% | 0.315% | |
| 5/5/2025 | Csenge Advisory Group | 147,999 | $1.90M | 0.1% | -33.1% | 2.446% | |
| 4/30/2025 | MJP Associates Inc. ADV | 19,032 | $233K | 0.0% | +4.9% | 0.315% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 53,007 | $669K | 0.1% | +74.8% | 0.876% | |
| 4/24/2025 | Money Concepts Capital Corp | 51,248 | $627K | 0.0% | +7.2% | 0.847% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 58,961 | $721K | 0.0% | +8.7% | 0.983% | |
| 4/22/2025 | Nilsine Partners LLC | 10,547 | $129K | 0.0% | N/A | 0.176% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 80,065 | $999K | 0.5% | +8.3% | 1.334% | |
| 4/18/2025 | Lion Street Advisors LLC | 12,172 | $149K | 0.0% | N/A | 0.203% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 202,194 | $2.47M | 0.5% | N/A | 3.370% | |
| 4/14/2025 | Sherman Asset Management Inc. | 16,636 | $203K | 0.2% | +9.1% | 0.277% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,500 | $55K | 0.0% | N/A | 0.075% | |
| 4/9/2025 | HBW Advisory Services LLC | 26,690 | $326K | 0.0% | N/A | 0.445% | |
| 4/9/2025 | Gradient Investments LLC | 1,106,704 | $13.54M | 0.3% | +25.1% | 18.445% | |
| 3/10/2025 | Mattson Financial Services LLC | 134,210 | $2.24M | 0.7% | +21.0% | 2.294% | |
| 2/28/2025 | Park Square Financial Group LLC | 2,003 | $33K | 0.0% | N/A | 0.046% | |
| 2/18/2025 | GTS Securities LLC | 81,670 | $1.36M | 0.1% | N/A | 1.856% | |
| 2/17/2025 | Cetera Investment Advisers | 175,008 | $2.92M | 0.0% | +9.0% | 3.977% | |
| 2/14/2025 | Jane Street Group LLC | 59,142 | $988K | 0.0% | -4.6% | 1.344% | |
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| 2/13/2025 | Entruity Wealth LLC | 12,464 | $208K | 0.2% | N/A | 0.283% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 23,416 | $391K | 0.0% | -2.5% | 0.532% | |
| 2/12/2025 | Centric Wealth Management | 20,915 | $349K | 0.1% | +21.8% | 0.475% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 19,291 | $322K | 0.0% | +55.0% | 0.438% | |
| 2/11/2025 | LPL Financial LLC | 59,562 | $995K | 0.0% | +38.2% | 1.354% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,500 | $25K | 0.0% | N/A | 0.034% | |
| 2/10/2025 | Harbour Investments Inc. | 11,110 | $186K | 0.0% | +35.3% | 0.253% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 87,831 | $1.47M | 0.0% | +12.0% | 1.996% | |
| 2/7/2025 | HighTower Advisors LLC | 60,419 | $1.01M | 0.0% | +3.8% | 1.373% | |
| 2/7/2025 | Ashton Thomas Private Wealth LLC | 16,948 | $283K | 0.0% | +4.6% | 0.385% | |
| 2/5/2025 | Sherman Asset Management Inc. | 15,254 | $255K | 0.2% | N/A | 0.347% | |
| 2/4/2025 | Brown Financial Advisors | 10,991 | $184K | 0.1% | N/A | 0.250% | |
| 2/3/2025 | Compass Capital Corp MA ADV | 73,943 | $1.24M | 0.5% | N/A | 1.681% | |
| 1/30/2025 | Csenge Advisory Group | 221,335 | $3.70M | 0.2% | +1.5% | 5.030% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 30,326 | $515K | 0.0% | -9.1% | 0.689% | |
| 1/27/2025 | Money Concepts Capital Corp | 47,821 | $799K | 0.1% | +4.7% | 1.087% | |
| 1/21/2025 | Gradient Investments LLC | 884,922 | $14.78M | 0.3% | +25.8% | 20.112% | |
| 11/15/2024 | Jane Street Group LLC | 62,012 | $775K | 0.0% | +203.5% | 1.409% | |
| 11/15/2024 | HighTower Advisors LLC | 58,220 | $727K | 0.0% | -6.0% | 1.323% | |
| 11/5/2024 | Ashton Thomas Private Wealth LLC | 16,197 | $202K | 0.0% | +29.8% | 0.368% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 33,375 | $439K | 0.0% | N/A | 0.759% | |
| 10/11/2024 | Paladin Wealth LLC | 3,589 | $45K | 0.0% | N/A | 0.082% | |
| 10/8/2024 | Mattson Financial Services LLC | 110,929 | $1.49M | 0.5% | -1.4% | 2.521% | |
| 9/30/2024 | Mattson Financial Services LLC | 112,512 | $1.51M | 0.5% | N/A | 2.557% | |
| 8/30/2024 | Brown Financial Advisors | 10,134 | $136K | 0.1% | N/A | 0.230% | |
| 8/22/2024 | Cetera Investment Advisers | 115,194 | $1.54M | 0.0% | +22.8% | 2.618% | |
| 8/13/2024 | Client First Investment Management LLC | 105,770 | $1.42M | 1.1% | +4.6% | 2.404% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 78,698 | $1.06M | 0.0% | +2.1% | 1.789% | |
| 7/26/2024 | Harbour Investments Inc. | 15,968 | $214K | 0.0% | +131.6% | 0.363% | |
| 7/18/2024 | Gradient Investments LLC | 624,134 | $8.36M | 0.2% | +41.6% | 14.185% | |
| 7/10/2024 | Csenge Advisory Group | 104,491 | $1.40M | 0.1% | +752.6% | 2.375% | |
| 5/24/2024 | Cetera Advisors LLC | 57,345 | $829K | 0.0% | N/A | 1.303% | |
| 5/4/2024 | Csenge Advisory Group | 12,256 | $177K | 0.0% | N/A | 0.282% | |
| 5/1/2024 | Centric Wealth Management | 21,138 | $305K | 0.1% | +6.8% | 0.486% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 77,055 | $1.11M | 0.0% | +60.5% | 1.771% | |
| 4/23/2024 | Global Retirement Partners LLC | 1,945 | $28K | 0.0% | N/A | 0.045% | |
| 4/23/2024 | Gradient Investments LLC | 440,912 | $6.37M | 0.1% | +93.6% | 10.136% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 12,781 | $185K | 0.0% | N/A | 0.376% | |
| 4/12/2024 | Global Assets Advisory LLC | 706,956 | $10.22M | 0.0% | +1,253.0% | 20.793% | |
| 4/11/2024 | MJP Associates Inc. ADV | 17,974 | $260K | 0.1% | -37.6% | 0.529% | |
| 2/6/2024 | Centric Wealth Management | 19,798 | $191K | 0.1% | +11.0% | 0.582% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 33,468 | $324K | 0.0% | +83.1% | 0.984% | |
| 1/25/2024 | International Assets Investment Management LLC | 29,010 | $3M | 0.0% | N/A | 0.853% | |
| 1/24/2024 | International Assets Investment Management LLC | 29,010 | $3M | 0.0% | N/A | 0.853% | |
| 1/18/2024 | Gradient Investments LLC | 227,735 | $2.20M | 0.1% | +87.6% | 6.698% | |
| 1/11/2024 | LexAurum Advisors LLC | 25,915 | $251K | 0.1% | -7.8% | 0.762% | |
| 11/8/2023 | HighTower Advisors LLC | 168,478 | $832K | 0.0% | -18.7% | 4.955% | |
| 11/6/2023 | Centric Wealth Management | 17,836 | $88K | 0.0% | +15.7% | 0.525% | |
| 11/3/2023 | Advisor OS LLC | 29,442 | $145K | 0.0% | +41.1% | 0.866% | |
| 11/1/2023 | Csenge Advisory Group | 20,256 | $100K | 0.0% | -30.7% | 0.596% | |
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| 10/27/2023 | Gradient Investments LLC | 121,393 | $600K | 0.0% | +28.5% | 3.570% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 48,235 | $238K | 0.0% | +22.4% | 1.419% | |
| 8/10/2023 | Cetera Investment Advisers | 44,377 | $271K | 0.0% | +9.1% | 1.305% | |
| 8/9/2023 | Flow Traders U.S. LLC | 13,773 | $84K | 0.0% | -75.5% | 0.405% | |
| 8/8/2023 | Advisor OS LLC | 20,862 | $127K | 0.0% | N/A | 0.614% | |
| 8/2/2023 | Silver Oak Securities Incorporated | 18,278 | $112K | 0.0% | N/A | 0.546% | |
| 7/31/2023 | LPL Financial LLC | 82,302 | $502K | 0.0% | N/A | 2.457% | |
| 7/20/2023 | Csenge Advisory Group | 29,221 | $178K | 0.0% | +8.6% | 0.872% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 29,539 | $180K | 0.0% | -35.0% | 0.882% | |
| 7/11/2023 | Gradient Investments LLC | 94,475 | $577K | 0.0% | +161.5% | 2.820% | |
