| 5/2/2025 | Apollon Wealth Management LLC | 22,000 | $556K | 0.0% | -26.3% | 0.777% | |
| 5/1/2025 | Corrado Advisors LLC | 87,137 | $2.20M | 1.5% | -0.6% | 3.079% | |
| 5/1/2025 | CWM LLC | 44,441 | $1.12M | 0.0% | -5.9% | 1.570% | |
| 4/30/2025 | Trek Financial LLC | 10,809 | $273K | 0.0% | -6.0% | 0.382% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 85,871 | $2.17M | 0.1% | +0.8% | 3.034% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 14,990 | $379K | 0.0% | +6.4% | 0.530% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 21,317 | $539K | 0.2% | +88.6% | 0.753% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 1,098 | $28K | 0.0% | -40.9% | 0.039% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 8,000 | $202K | 0.0% | -25.2% | 0.283% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 8,601 | $217K | 0.0% | -89.6% | 0.304% | |
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| 4/28/2025 | Global Strategic Investment Solutions LLC | 29,444 | $744K | 0.1% | -5.0% | 1.040% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,979 | $50K | 0.0% | N/A | 0.069% | |
| 4/10/2025 | Diligent Investors LLC | 46,738 | $1.18M | 0.3% | -13.2% | 1.623% | |
| 4/10/2025 | Whipplewood Advisors LLC | 26,983 | $682K | 0.2% | +674.5% | 0.937% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 24,713 | $610K | 0.0% | +14.3% | 0.824% | |
| 2/18/2025 | Helium Advisors LLC | 22,685 | $560K | 0.4% | N/A | 0.622% | |
| 2/18/2025 | Sunbelt Securities Inc. | 2,895 | $72K | 0.0% | -55.3% | 0.079% | |
| 2/17/2025 | CoreCap Advisors LLC | 6,928 | $171K | 0.0% | -11.8% | 0.190% | |
| 2/17/2025 | Cetera Investment Advisers | 41,303 | $1.02M | 0.0% | -16.5% | 1.132% | |
| 2/14/2025 | Berger Financial Group Inc | 130,942 | $3.23M | 0.2% | -0.8% | 3.587% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 10,700 | $264K | 0.0% | +23.0% | 0.293% | |
| 2/14/2025 | WPWealth LLP | 15,601 | $385K | 0.1% | -50.1% | 0.427% | |
| 2/13/2025 | SageView Advisory Group LLC | 9,387 | $232K | 0.0% | -39.2% | 0.257% | |
| 2/13/2025 | Raymond James Financial Inc. | 25,153 | $620K | 0.0% | N/A | 0.689% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 14,085 | $347K | 0.0% | -8.7% | 0.386% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,011 | $25K | 0.0% | N/A | 0.028% | |
| 2/12/2025 | Riggs Capital Management LLC | 10,884 | $268K | 0.3% | N/A | 0.298% | |
| 2/11/2025 | LPL Financial LLC | 9,213 | $227K | 0.0% | -13.1% | 0.252% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 82,225 | $2.03M | 0.0% | -2.4% | 2.253% | |
| 2/7/2025 | HighTower Advisors LLC | 10,367 | $256K | 0.0% | -4.0% | 0.284% | |
| 2/6/2025 | Raymond James Financial Inc. | 25,153 | $620K | 0.0% | N/A | 0.689% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 7,522 | $186K | 0.0% | +74.9% | 0.206% | |
| 2/5/2025 | Cape Investment Advisory Inc. | 17,332 | $427K | 0.2% | +28.5% | 0.475% | |
| 2/5/2025 | Whipplewood Advisors LLC | 3,484 | $86K | 0.0% | N/A | 0.095% | |
| 2/5/2025 | Corrado Advisors LLC | 87,680 | $2.16M | 1.4% | -5.6% | 2.402% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 1,372 | $34K | 0.0% | N/A | 0.038% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 85,177 | $2.10M | 0.1% | +2.6% | 2.334% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 10,679 | $263K | 0.0% | +4.9% | 0.293% | |
| 1/15/2025 | Cypress Wealth Services LLC | 49,367 | $1.22M | 0.2% | -1.3% | 1.353% | |
| 1/13/2025 | HFG Wealth Management LLC | 102,116 | $2.61M | 1.7% | -13.0% | 2.798% | |
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| 11/18/2024 | Sunbelt Securities Inc. | 6,481 | $165K | 0.0% | -7.3% | 0.178% | |
| 11/15/2024 | Jane Street Group LLC | 34,879 | $890K | 0.0% | N/A | 0.956% | |
| 11/15/2024 | SageView Advisory Group LLC | 15,444 | $394K | 0.0% | -3.6% | 0.423% | |
| 11/15/2024 | HighTower Advisors LLC | 10,797 | $275K | 0.0% | +4.1% | 0.296% | |
| 11/14/2024 | Tradition Wealth Management LLC | 19,579 | $500K | 0.0% | -21.4% | 0.536% | |
| 11/13/2024 | WorthPointe LLC | 15,448 | $394K | 0.2% | -8.4% | 0.423% | |
| 11/5/2024 | Apollon Wealth Management LLC | 30,000 | $766K | 0.0% | -27.0% | 0.822% | |
| 11/1/2024 | Corrado Advisors LLC | 92,868 | $2.37M | 1.5% | -2.7% | 2.544% | |
| 10/31/2024 | Global Strategic Investment Solutions LLC | 31,013 | $792K | 0.1% | -30.9% | 0.850% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 21,625 | $552K | 0.0% | +49.1% | 0.592% | |
| 10/23/2024 | Allworth Financial LP | 39,887 | $1.02M | 0.0% | +2.9% | 1.093% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 83,043 | $2.12M | 0.1% | +3.8% | 2.275% | |
| 10/17/2024 | Onyx Bridge Wealth Group LLC | 82,807 | $2.11M | 0.3% | +0.5% | 2.269% | |
| 10/9/2024 | Ferguson Shapiro LLC | 137,878 | $3.52M | 1.3% | +2.4% | 3.777% | |
| 10/8/2024 | CWM LLC | 44,833 | $1.15M | 0.0% | +12.2% | 1.228% | |
| 8/22/2024 | Cetera Investment Advisers | 50,022 | $1.23M | 0.0% | -12.1% | 1.370% | |
| 8/20/2024 | HFG Wealth Management LLC | 117,342 | $2.88M | 1.8% | -12.2% | 3.215% | |
| 8/8/2024 | WPWealth LLP | 24,760 | $607K | 0.1% | N/A | 0.678% | |
| 8/2/2024 | Ferguson Shapiro LLC | 134,595 | $3.30M | 1.3% | -5.1% | 3.688% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 73,927 | $1.81M | 0.0% | -80.3% | 2.025% | |
| 7/22/2024 | Onyx Bridge Wealth Group LLC | 82,384 | $2.02M | 0.3% | -2.6% | 2.257% | |
| 7/18/2024 | Gradient Investments LLC | 8,840 | $217K | 0.0% | -18.4% | 0.242% | |
| 7/15/2024 | Diligent Investors LLC | 51,272 | $1.26M | 0.3% | +4.1% | 1.405% | |
| 7/10/2024 | CWM LLC | 39,967 | $980K | 0.0% | +5.4% | 1.095% | |
| 6/28/2024 | HFG Wealth Management LLC | 133,616 | $3.18M | 1.9% | -7.2% | 3.661% | |
| 5/9/2024 | Corrado Advisors LLC | 81,752 | $1.95M | 1.3% | -2.7% | 2.240% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 25,913 | $617K | 0.0% | -4.6% | 0.710% | |
| 5/7/2024 | Pillar Wealth Advisors LLC | 31,925 | $760K | 0.6% | -32.6% | 0.875% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 12,324 | $293K | 0.0% | -10.3% | 0.338% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 375,197 | $8.93M | 0.0% | +373.7% | 10.279% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 84,613 | $2.02M | 0.4% | +20.2% | 2.318% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 2,700 | $64K | 0.0% | +39.2% | 0.074% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 15,215 | $362K | 0.0% | -22.0% | 0.417% | |
| 4/23/2024 | Gradient Investments LLC | 10,830 | $258K | 0.0% | -98.3% | 0.297% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 34,517 | $822K | 0.0% | -16.6% | 0.722% | |
| 4/15/2024 | Sunbelt Securities Inc. | 7,071 | $168K | 0.0% | -20.6% | 0.148% | |
| 4/10/2024 | Ferguson Shapiro LLC | 141,809 | $3.38M | 1.6% | N/A | 2.967% | |
| 2/16/2024 | Secured Retirement Advisors LLC | 18,222 | $431K | 0.4% | N/A | 0.381% | |
| 2/14/2024 | Personal CFO Solutions LLC | 176,718 | $4.18M | 0.7% | +3.5% | 3.697% | |
| 2/12/2024 | Tradition Wealth Management LLC | 25,045 | $592K | 0.1% | -3.0% | 0.524% | |
| 2/12/2024 | Cape Investment Advisory Inc. | 10,748 | $254K | 0.1% | +46.4% | 0.225% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 27,175 | $642K | 0.0% | -38.2% | 0.569% | |
| 2/7/2024 | Berger Financial Group Inc | 122,819 | $2.90M | 0.3% | +2.8% | 2.569% | |
| 2/7/2024 | Principal Securities Inc. | 65,948 | $1.56M | 0.1% | N/A | 1.380% | |
| 2/6/2024 | Apollon Wealth Management LLC | 78,200 | $1.85M | 0.1% | -1.3% | 1.636% | |
| 2/6/2024 | Ifrah Financial Services Inc. | 19,090 | $451K | 0.1% | -6.5% | 0.399% | |
| 2/5/2024 | Pillar Wealth Advisors LLC | 47,357 | $1.12M | 0.9% | -3.7% | 0.991% | |
| 2/1/2024 | Corrado Advisors LLC | 83,992 | $1.99M | 1.6% | +4.8% | 1.757% | |
| 2/1/2024 | CWM LLC | 35,606 | $841K | 0.0% | +18.2% | 0.745% | |
| 1/31/2024 | Onyx Bridge Wealth Group LLC | 70,394 | $1.66M | 0.3% | +2.2% | 1.473% | |
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| 1/30/2024 | DHJJ Financial Advisors Ltd. | 1,865 | $44K | 0.0% | -23.2% | 0.039% | |
| 1/24/2024 | Stratos Wealth Advisors LLC | 40,603 | $959K | 0.1% | N/A | 0.849% | |
| 1/23/2024 | Beacon Financial Advisory LLC | 75,999 | $1.80M | 0.9% | +10.8% | 1.590% | |
| 1/18/2024 | Gradient Investments LLC | 649,686 | $15.35M | 0.4% | +9.7% | 13.592% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 19,591 | $463K | 0.0% | +21.9% | 0.410% | |
| 1/12/2024 | Global Strategic Investment Solutions LLC | 37,604 | $889K | 0.1% | -91.4% | 0.787% | |
| 1/11/2024 | FORVIS Wealth Advisors LLC | 41,384 | $978K | 0.0% | -14.5% | 0.866% | |
| 1/11/2024 | Diligent Investors LLC | 49,272 | $1.16M | 0.3% | +6.5% | 1.031% | |
| 11/13/2023 | Personal CFO Solutions LLC | 170,693 | $3.84M | 0.8% | N/A | 3.571% | |
| 11/13/2023 | Sugarloaf Wealth Management LLC | 2,200 | $50K | 0.0% | N/A | 0.046% | |
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