| 8/15/2025 | Bank of America Corp DE | 126,752 | $6.74M | 0.0% | +11.7% | 1.881% | |
| 8/14/2025 | Raymond James Financial Inc. | 45,171 | $2.40M | 0.0% | +17.6% | 0.670% | |
| 8/13/2025 | Level Four Advisory Services LLC | 27,321 | $1.45M | 0.1% | -5.3% | 0.405% | |
| 8/12/2025 | Jaffetilchin Investment Partners LLC | 9,602 | $511K | 0.0% | +4.7% | 0.142% | |
| 8/8/2025 | Cetera Investment Advisers | 42,697 | $2.27M | 0.0% | +4.1% | 0.633% | |
| 8/8/2025 | Good Life Advisors LLC | 11,547 | $614K | 0.0% | +24.4% | 0.171% | |
| 8/6/2025 | Prospera Financial Services Inc | 4,423 | $235K | 0.0% | N/A | 0.066% | |
| 8/6/2025 | Three Cord True Wealth Management LLC | 9,479 | $504K | 0.4% | -5.4% | 0.141% | |
| 8/5/2025 | Bank of Montreal Can | 1,485 | $79K | 0.0% | +182.9% | 0.022% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 35,668 | $1.90M | 0.0% | +15.4% | 0.529% | |
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| 7/28/2025 | WealthPlan Investment Management LLC | 16,227 | $863K | 0.1% | -17.2% | 0.241% | |
| 7/28/2025 | Harbour Investments Inc. | 8,992 | $478K | 0.0% | +2.8% | 0.133% | |
| 7/25/2025 | Retirement Planning Group LLC NY | 34,812 | $1.85M | 1.6% | -4.6% | 0.516% | |
| 7/25/2025 | CWM LLC | 1,359 | $72K | 0.0% | N/A | 0.020% | |
| 7/22/2025 | Berkshire Money Management Inc. | 1,551 | $82K | 0.0% | N/A | 0.023% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 23,314 | $1.24M | 0.0% | -6.2% | 0.347% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 29,038 | $1.55M | 0.0% | -4.8% | 0.432% | |
| 7/17/2025 | Barry Investment Advisors LLC | 342,626 | $18.22M | 4.5% | +3.2% | 5.099% | |
| 7/8/2025 | MRA Advisory Group | 220,524 | $11.73M | 5.5% | -7.4% | 3.282% | |
| 5/16/2025 | Jones Financial Companies Lllp | 11,222 | $564K | 0.0% | +325.7% | 0.170% | |
| 5/15/2025 | Royal Bank of Canada | 14,476 | $765K | 0.0% | -3.2% | 0.219% | |
| 5/14/2025 | Venture Visionary Partners LLC | 31,249 | $1.65M | 0.1% | -50.0% | 0.473% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 19,589 | $1.04M | 0.1% | -74.3% | 0.299% | |
| 5/7/2025 | LPL Financial LLC | 558,347 | $29.50M | 0.0% | +8.7% | 8.524% | |
| 5/6/2025 | Cetera Investment Advisers | 41,026 | $2.17M | 0.0% | +1.8% | 0.626% | |
| 5/5/2025 | Private Advisor Group LLC | 6,105 | $323K | 0.0% | N/A | 0.093% | |
| 5/1/2025 | Barry Investment Advisors LLC | 331,950 | $17.54M | 4.7% | +2.3% | 5.068% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 10,261 | $542K | 0.1% | +4.4% | 0.157% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 30,908 | $1.63M | 0.0% | +12.5% | 0.472% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 9,172 | $485K | 0.0% | -2.5% | 0.140% | |
| 4/22/2025 | Three Cord True Wealth Management LLC | 10,018 | $529K | 0.5% | -9.1% | 0.153% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,764 | $252K | 0.0% | -5.5% | 0.073% | |
| 4/22/2025 | Retirement Planning Group LLC NY | 36,478 | $1.93M | 2.0% | -3.3% | 0.557% | |
| 4/22/2025 | Advisor Resource Council | 5,350 | $283K | 0.0% | N/A | 0.082% | |
| 4/17/2025 | Sound Income Strategies LLC | 934 | $49K | 0.0% | N/A | 0.014% | |
| 4/15/2025 | Transform Wealth LLC | 5,468 | $289K | 0.0% | +16.3% | 0.085% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 24,842 | $1.31M | 0.0% | +8.0% | 0.385% | |
| 4/14/2025 | Farther Finance Advisors LLC | 493 | $26K | 0.0% | N/A | 0.008% | |
| 4/14/2025 | Park Avenue Securities LLC | 4,417 | $233K | 0.0% | -32.5% | 0.068% | |
| 4/11/2025 | MRA Advisory Group | 238,169 | $12.58M | 6.7% | +5.6% | 3.687% | |
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| 4/9/2025 | Merit Financial Group LLC | 16,183 | $855K | 0.0% | -51.0% | 0.251% | |
| 2/19/2025 | Three Cord True Wealth Management LLC | 11,021 | $559K | 0.5% | N/A | 0.175% | |
| 2/19/2025 | Retirement Planning Group LLC NY | 37,736 | $1.91M | 2.1% | N/A | 0.600% | |
| 2/18/2025 | GTS Securities LLC | 7,268 | $369K | 0.0% | -71.8% | 0.116% | |
| 2/17/2025 | Cetera Investment Advisers | 40,297 | $2.04M | 0.0% | +2.7% | 0.641% | |
| 2/17/2025 | Bank of America Corp DE | 109,664 | $5.56M | 0.0% | -2.3% | 1.743% | |
| 2/14/2025 | Stifel Financial Corp | 17,753 | $900K | 0.0% | -2.5% | 0.282% | |
| 2/13/2025 | Jaffetilchin Investment Partners LLC | 9,410 | $477K | 0.0% | +6.5% | 0.150% | |
| 2/13/2025 | Raymond James Financial Inc. | 36,657 | $1.86M | 0.0% | N/A | 0.583% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 27,479 | $1.39M | 0.0% | +13.2% | 0.437% | |
| 2/11/2025 | LPL Financial LLC | 513,497 | $26.04M | 0.0% | -1.5% | 8.164% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 61,523 | $3.12M | 0.0% | +0.6% | 0.978% | |
| 2/6/2025 | Raymond James Financial Inc. | 36,657 | $1.86M | 0.0% | N/A | 0.583% | |
| 2/6/2025 | Jones Financial Companies Lllp | 2,636 | $134K | 0.0% | +195.5% | 0.042% | |
| 2/3/2025 | Sigma Planning Corp | 29,771 | $1.51M | 0.0% | N/A | 0.473% | |
| 2/3/2025 | Good Life Advisors LLC | 9,317 | $473K | 0.0% | -32.6% | 0.148% | |
| 1/30/2025 | Principal Securities Inc. | 541 | $27K | 0.0% | -63.6% | 0.009% | |
| 1/30/2025 | WealthPlan Investment Management LLC | 76,268 | $3.87M | 0.4% | N/A | 1.213% | |
| 1/23/2025 | New Wave Wealth Advisors LLC | 2,370 | $120K | 0.0% | N/A | 0.038% | |
| 1/23/2025 | Cibc World Market Inc. | 566,286 | $28.72M | 0.1% | -3.3% | 9.003% | |
| 1/23/2025 | Barry Investment Advisors LLC | 324,627 | $16.46M | 5.3% | +6.2% | 5.161% | |
| 1/17/2025 | Transform Wealth LLC | 4,700 | $238K | 0.0% | +6.8% | 0.075% | |
| 1/15/2025 | Merit Financial Group LLC | 33,046 | $1.68M | 0.0% | -10.4% | 0.525% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 23,007 | $1.17M | 0.0% | +11.4% | 0.366% | |
| 1/14/2025 | Park Avenue Securities LLC | 6,548 | $332K | 0.0% | -24.5% | 0.104% | |
| 1/14/2025 | MRA Advisory Group | 225,487 | $11.44M | 6.1% | -3.0% | 3.585% | |
| 11/15/2024 | Jane Street Group LLC | 7,002 | $368K | 0.0% | -34.3% | 0.111% | |
| 11/9/2024 | Creekside Partners | 4,000 | $210K | 0.1% | N/A | 0.064% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 3,822 | $201K | 0.0% | N/A | 0.061% | |
| 11/5/2024 | Harbour Investments Inc. | 9,089 | $478K | 0.0% | -8.6% | 0.144% | |
| 11/4/2024 | Jaffetilchin Investment Partners LLC | 8,832 | $464K | 0.0% | +5.7% | 0.140% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 30,570 | $1.61M | 0.0% | +2.3% | 0.486% | |
| 10/25/2024 | Barry Investment Advisors LLC | 305,723 | $16.08M | 4.9% | +4.6% | 4.860% | |
| 10/21/2024 | Venture Visionary Partners LLC | 31,163 | $1.64M | 0.1% | +45.6% | 0.495% | |
| 10/16/2024 | Good Life Advisors LLC | 13,832 | $727K | 0.0% | +69.4% | 0.220% | |
| 10/16/2024 | Transform Wealth LLC | 4,400 | $231K | 0.0% | N/A | 0.070% | |
| 10/16/2024 | Asset Dedication LLC | 791 | $42K | 0.0% | N/A | 0.013% | |
| 10/4/2024 | MRA Advisory Group | 232,476 | $12.23M | 6.7% | -3.4% | 3.696% | |
| 10/3/2024 | Park Avenue Securities LLC | 8,672 | $456K | 0.0% | -4.4% | 0.138% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,243 | $59K | 0.0% | -75.5% | 0.020% | |
| 8/9/2024 | Fairfield Financial Advisors LTD | 635 | $30K | 0.0% | N/A | 0.010% | |
| 8/6/2024 | MRA Advisory Group | 240,698 | $11.40M | 6.5% | +1.5% | 3.827% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 61,865 | $2.93M | 0.0% | +3.2% | 0.984% | |
| 7/30/2024 | Jaffetilchin Investment Partners LLC | 8,358 | $396K | 0.0% | +2.5% | 0.133% | |
| 7/26/2024 | Harbour Investments Inc. | 9,939 | $471K | 0.0% | -5.6% | 0.158% | |
| 7/26/2024 | Saxony Capital Management LLC | 5,619 | $266K | 0.3% | +13.1% | 0.089% | |
| 7/10/2024 | Apella Capital LLC | 5,673 | $268K | 0.0% | N/A | 0.090% | |
| 5/24/2024 | Cetera Advisors LLC | 31,362 | $1.51M | 0.0% | N/A | 0.499% | |
| 5/24/2024 | Cetera Investment Advisers | 41,804 | $2.01M | 0.0% | +44.8% | 0.665% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 8,155 | $392K | 0.0% | -4.7% | 0.130% | |
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| 5/7/2024 | Oppenheimer & Co. Inc. | 6,150 | $296K | 0.0% | N/A | 0.098% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 662 | $32K | 0.0% | -50.6% | 0.011% | |
| 5/3/2024 | MRA Advisory Group | 237,112 | $11.39M | 6.8% | +5.8% | 3.770% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 30,028 | $1.44M | 0.0% | -4.3% | 0.477% | |
| 4/30/2024 | Saxony Capital Management LLC | 4,966 | $239K | 0.3% | N/A | 0.079% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 59,966 | $2.88M | 0.0% | -2.1% | 0.953% | |
| 4/18/2024 | Barry Investment Advisors LLC | 282,742 | $13.59M | 4.5% | +5.2% | 4.495% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 13,114 | $630K | 0.0% | +3.9% | 0.208% | |
| 4/10/2024 | Park Avenue Securities LLC | 9,494 | $456K | 0.0% | -35.6% | 0.151% | |
| 2/28/2024 | Bbjs Financial Advisors LLC | 5,000 | $230K | 0.1% | -25.4% | 0.079% | |
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