| 5/22/2025 | Mattson Financial Services LLC | 4,207 | $112K | 0.0% | N/A | 0.173% | |
| 5/19/2025 | SageView Advisory Group LLC | 38,870 | $1.04M | 0.0% | +70.6% | 1.600% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 22,478 | $599K | 0.0% | N/A | 0.823% | |
| 5/14/2025 | Kestra Advisory Services LLC | 63,781 | $1.70M | 0.0% | -8.0% | 2.336% | |
| 5/14/2025 | Capital Analysts LLC | 2,861 | $76K | 0.0% | +18.3% | 0.105% | |
| 5/13/2025 | HighTower Advisors LLC | 135,190 | $3.60M | 0.0% | +821.5% | 4.952% | |
| 5/12/2025 | Berger Financial Group Inc | 45,160 | $1.20M | 0.1% | +176.2% | 1.654% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 9,054 | $241K | 0.2% | +683.2% | 0.332% | |
| 5/8/2025 | Harbour Investments Inc. | 8,852 | $236K | 0.0% | +10.2% | 0.324% | |
| 5/6/2025 | Cetera Investment Advisers | 26,100 | $695K | 0.0% | +40.3% | 0.956% | |
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| 5/6/2025 | PFG Advisors | 9,422 | $251K | 0.0% | N/A | 0.345% | |
| 5/1/2025 | Corrado Advisors LLC | 43,328 | $1.15M | 0.8% | -0.9% | 1.587% | |
| 5/1/2025 | Secured Retirement Advisors LLC | 26,930 | $717K | 0.5% | +6.5% | 0.986% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 16,287 | $434K | 0.0% | +2.8% | 0.597% | |
| 4/28/2025 | Global Strategic Investment Solutions LLC | 241,580 | $6.44M | 0.7% | -9.3% | 8.849% | |
| 4/24/2025 | Sunbelt Securities Inc. | 6,363 | $170K | 0.0% | -13.6% | 0.233% | |
| 4/15/2025 | Noble Wealth Management PBC | 9,100 | $242K | 0.2% | N/A | 0.333% | |
| 4/14/2025 | Farther Finance Advisors LLC | 25,136 | $670K | 0.0% | N/A | 0.921% | |
| 4/10/2025 | Sugar Maple Asset Management LLC | 12,935 | $345K | 0.3% | N/A | 0.474% | |
| 4/9/2025 | Gradient Investments LLC | 418,749 | $11.16M | 0.2% | +1.9% | 15.339% | |
| 4/8/2025 | Private Client Services LLC | 30,500 | $813K | 0.4% | -46.7% | 1.117% | |
| 2/18/2025 | Sunbelt Securities Inc. | 7,363 | $191K | 0.0% | +16.1% | 0.498% | |
| 2/17/2025 | Cetera Investment Advisers | 18,608 | $483K | 0.0% | +8.4% | 1.257% | |
| 2/14/2025 | Berger Financial Group Inc | 16,348 | $424K | 0.0% | N/A | 1.105% | |
| 2/14/2025 | Capital Analysts LLC | 2,418 | $63K | 0.0% | +44.4% | 0.163% | |
| 2/14/2025 | WPWealth LLP | 46,689 | $1.21M | 0.2% | +2.5% | 3.155% | |
| 2/13/2025 | SageView Advisory Group LLC | 22,788 | $591K | 0.0% | N/A | 1.540% | |
| 2/13/2025 | Raymond James Financial Inc. | 48,984 | $1.27M | 0.0% | N/A | 3.310% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 15,841 | $411K | 0.0% | +18.3% | 1.070% | |
| 2/11/2025 | Atlantic Private Wealth LLC | 1,156 | $30K | 0.0% | N/A | 0.078% | |
| 2/10/2025 | Harbour Investments Inc. | 8,032 | $208K | 0.0% | +549.8% | 0.543% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 42,991 | $1.12M | 0.0% | +21.4% | 2.905% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 18,395 | $477K | 0.0% | +59.7% | 1.243% | |
| 2/7/2025 | HighTower Advisors LLC | 14,670 | $381K | 0.0% | +60.6% | 0.991% | |
| 2/6/2025 | Raymond James Financial Inc. | 48,984 | $1.27M | 0.0% | N/A | 3.310% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 7,766 | $201K | 0.0% | N/A | 0.525% | |
| 2/6/2025 | Global Strategic Investment Solutions LLC | 266,229 | $6.91M | 0.8% | -1.6% | 17.988% | |
| 2/5/2025 | Whipplewood Advisors LLC | 42,539 | $1.10M | 0.6% | N/A | 2.874% | |
| 2/5/2025 | Corrado Advisors LLC | 43,708 | $1.13M | 0.7% | +248.1% | 2.953% | |
| 2/4/2025 | IFP Advisors Inc | 8,427 | $219K | 0.0% | +83.9% | 0.569% | |
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| 2/4/2025 | Forvis Mazars Wealth Advisors LLC | 13,581 | $352K | 0.0% | -42.5% | 0.918% | |
| 1/30/2025 | Secured Retirement Advisors LLC | 25,292 | $656K | 0.4% | N/A | 1.709% | |
| 1/30/2025 | Principal Securities Inc. | 28,089 | $729K | 0.0% | N/A | 1.898% | |
| 1/21/2025 | Gradient Investments LLC | 411,088 | $10.67M | 0.2% | N/A | 27.776% | |
| 1/13/2025 | AdvisorNet Financial Inc | 2,680 | $70K | 0.0% | +55.7% | 0.181% | |
| 1/8/2025 | Private Client Services LLC | 57,254 | $1.49M | 0.8% | N/A | 3.869% | |
| 11/1/2024 | Corrado Advisors LLC | 12,555 | $337K | 0.2% | -8.5% | 0.848% | |
| 10/31/2024 | Global Strategic Investment Solutions LLC | 270,446 | $7.27M | 0.8% | -14.0% | 18.273% | |
| 10/22/2024 | Signaturefd LLC | 7,372 | $198K | 0.0% | N/A | 0.498% | |
| 8/8/2024 | WPWealth LLP | 30,940 | $773K | 0.2% | -44.6% | 2.091% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 12,218 | $294K | 0.0% | -9.2% | 0.826% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 34,941 | $842K | 0.0% | +3.6% | 2.329% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 33,913 | $817K | 0.0% | -17.1% | 2.713% | |
| 4/15/2024 | Sunbelt Securities Inc. | 6,303 | $152K | 0.0% | -29.0% | 0.504% | |
| 3/6/2024 | SageView Advisory Group LLC | 9,545 | $220K | 0.0% | N/A | 0.764% | |
| 2/9/2024 | SageView Advisory Group LLC | 220,347 | $5.21M | 0.2% | N/A | 17.628% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 13,454 | $318K | 0.0% | -67.0% | 1.076% | |
| 2/1/2024 | Corrado Advisors LLC | 14,299 | $338K | 0.3% | N/A | 1.144% | |
| 1/19/2024 | AdvisorNet Financial Inc | 1,721 | $41K | 0.0% | +805.8% | 0.138% | |
| 1/12/2024 | Global Strategic Investment Solutions LLC | 526,689 | $12.46M | 1.5% | +396.1% | 42.135% | |
| 1/11/2024 | FORVIS Wealth Advisors LLC | 40,924 | $968K | 0.0% | -18.3% | 3.274% | |
| 1/5/2024 | Michael S. Ryan Inc. | 187,963 | $4.45M | 3.7% | -2.1% | 15.037% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 40,733 | $915K | 0.0% | +1.9% | 3.259% | |
| 11/1/2023 | Michael S. Ryan Inc. | 192,021 | $4.24M | 4.0% | -2.2% | 15.362% | |
| 10/26/2023 | FORVIS Wealth Advisors LLC | 50,087 | $1.13M | 0.0% | -4.5% | 4.007% | |
| 10/24/2023 | Compass Advisory Group LLC | 12,910 | $290K | 0.2% | -8.3% | 1.033% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 20,472 | $460K | 0.0% | -5.5% | 1.638% | |
| 10/20/2023 | U.S. Capital Wealth Advisors LLC | 12,359 | $278K | 0.0% | -24.0% | 0.989% | |
| 10/13/2023 | Global Strategic Investment Solutions LLC | 106,166 | $2.38M | 0.3% | -2.2% | 8.493% | |
| 10/12/2023 | WPWealth LLP | 63,494 | $1.43M | 0.5% | +12.6% | 5.080% | |
| 8/24/2023 | Arlington Capital Management Inc. | 15,299 | $359K | 0.3% | -43.5% | 1.224% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 15,166 | $356K | 0.0% | -8.6% | 1.213% | |
| 8/8/2023 | FORVIS Wealth Advisors LLC | 52,433 | $1.23M | 0.0% | -1.5% | 4.195% | |
| 8/4/2023 | U.S. Capital Wealth Advisors LLC | 16,255 | $382K | 0.0% | +4.2% | 1.222% | |
| 7/26/2023 | Michael S. Ryan Inc. | 196,323 | $4.65M | 4.3% | N/A | 14.761% | |
| 5/12/2023 | WPWealth LLP | 56,385 | $1.31M | 0.6% | -33.8% | 3.889% | |
| 5/11/2023 | U.S. Capital Wealth Advisors LLC | 15,605 | $361K | 0.0% | +49.3% | 1.076% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 23,314 | $540K | 0.0% | +22.3% | 1.608% | |
| 5/5/2023 | Capital Analysts LLC | 1,674 | $39K | 0.0% | -66.0% | 0.115% | |
| 5/3/2023 | Krilogy Financial LLC | 20,640 | $478K | 0.0% | -16.9% | 1.423% | |
| 4/27/2023 | FORVIS Wealth Advisors LLC | 53,222 | $1.23M | 0.0% | -2.1% | 3.670% | |
| 4/20/2023 | Global Strategic Investment Solutions LLC | 156,618 | $3.63M | 0.5% | -4.0% | 10.801% | |
| 4/20/2023 | Compass Advisory Group LLC | 14,080 | $326K | 0.2% | -5.6% | 0.971% | |
| 3/6/2023 | OLD Mission Capital LLC | 6,947 | $155K | 0.0% | N/A | 0.479% | |
| 2/13/2023 | Trustcore Financial Services LLC | 42,149 | $938K | 0.1% | +13.9% | 2.907% | |
| 2/10/2023 | CoreCap Advisors LLC | 2,161 | $48K | 0.0% | N/A | 0.149% | |
| 2/10/2023 | Corrado Advisors LLC | 43,361 | $965K | 0.7% | +220.1% | 2.990% | |
| 2/10/2023 | Pillar Wealth Advisors LLC | 26,517 | $590K | 0.6% | N/A | 1.829% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 21,908 | $487K | 0.0% | +18.7% | 1.511% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 19,067 | $425K | 0.0% | N/A | 1.315% | |
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| 2/3/2023 | Blue Bell Private Wealth Management LLC | 2,215 | $49K | 0.0% | N/A | 0.153% | |
| 2/3/2023 | U.S. Capital Wealth Advisors LLC | 10,453 | $233K | 0.0% | N/A | 0.721% | |
| 2/3/2023 | Tradition Wealth Management LLC | 14,637 | $326K | 0.0% | +12.8% | 1.009% | |
| 1/31/2023 | WPWealth LLP | 85,224 | $1.90M | 1.0% | N/A | 5.878% | |
| 1/20/2023 | Global Strategic Investment Solutions LLC | 163,123 | $3.63M | 0.2% | +84.6% | 11.022% | |
| 1/19/2023 | Compass Advisory Group LLC | 14,920 | $349K | 0.2% | -22.0% | 1.008% | |
| 11/3/2022 | Trustcore Financial Services LLC | 37,000 | $770K | 0.1% | N/A | 2.960% | |
| 11/2/2022 | Avantax Advisory Services Inc. | 18,763 | $390K | 0.0% | +11.9% | 1.501% | |
| 10/27/2022 | Global Strategic Investment Solutions LLC | 88,367 | $1.84M | 0.1% | N/A | 7.069% | |
| 10/20/2022 | Compass Advisory Group LLC | 19,120 | $398K | 0.2% | -23.7% | 1.738% | |
