| 4/10/2025 | Beacon Financial Group | 6,175 | $201K | 0.0% | N/A | 0.309% | |
| 4/8/2025 | Rothschild Investment LLC | 3,538 | $115K | 0.0% | +10.8% | 0.177% | |
| 2/27/2025 | Bernard Wealth Management Corp. | 1,090 | $32K | 0.0% | N/A | 0.052% | |
| 2/17/2025 | Cetera Investment Advisers | 7,413 | $221K | 0.0% | -5.1% | 0.353% | |
| 2/17/2025 | Bank of America Corp DE | 2,498 | $74K | 0.0% | -62.9% | 0.119% | |
| 2/17/2025 | BIP Wealth LLC | 8,398 | $250K | 0.0% | -9.8% | 0.400% | |
| 2/14/2025 | Jane Street Group LLC | 21,336 | $636K | 0.0% | +149.4% | 1.016% | |
| 2/13/2025 | Mariner LLC | 23,986 | $715K | 0.0% | -21.7% | 1.142% | |
| 2/13/2025 | Raymond James Financial Inc. | 286,438 | $8.53M | 0.0% | N/A | 13.640% | |
| 2/13/2025 | Bernard Wealth Management Corp. | 1,090 | $34K | 0.0% | N/A | 0.052% | |
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| 2/11/2025 | LPL Financial LLC | 11,873 | $354K | 0.0% | -18.6% | 0.565% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 23,480 | $700K | 0.0% | +32.3% | 1.118% | |
| 2/10/2025 | Harbour Investments Inc. | 45,965 | $1.37M | 0.0% | +13.7% | 2.189% | |
| 2/7/2025 | HighTower Advisors LLC | 41,365 | $1.23M | 0.0% | +19.1% | 1.970% | |
| 2/6/2025 | Raymond James Financial Inc. | 286,438 | $8.53M | 0.0% | N/A | 13.640% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 2,294 | $68K | 0.0% | N/A | 0.109% | |
| 1/16/2025 | Colorado Capital Management Inc. | 7,596 | $226K | 0.1% | -27.2% | 0.362% | |
| 1/2/2025 | Old Port Advisors | 34,213 | $1.02M | 0.3% | -5.6% | 1.629% | |
| 12/26/2024 | JPMorgan Chase & Co. | 970 | $33K | 0.0% | -54.2% | 0.046% | |
| 11/25/2024 | Sanctuary Advisors LLC | 12,005 | $409K | 0.0% | -2.7% | 0.572% | |
| 11/15/2024 | Jane Street Group LLC | 8,555 | $292K | 0.0% | -62.5% | 0.407% | |
| 11/15/2024 | HighTower Advisors LLC | 34,743 | $1.19M | 0.0% | +12.3% | 1.654% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 17,742 | $605K | 0.0% | N/A | 0.845% | |
| 11/5/2024 | Harbour Investments Inc. | 40,411 | $1.38M | 0.0% | +8.1% | 1.924% | |
| 10/22/2024 | International Assets Investment Management LLC | 1,763,246 | $60.13M | 0.0% | +258,820.1% | 83.964% | |
| 10/18/2024 | Raymond James & Associates | 246,951 | $8.42M | 0.0% | +4.6% | 11.760% | |
| 10/9/2024 | Colorado Capital Management Inc. | 10,427 | $355K | 0.2% | -24.1% | 0.497% | |
| 9/5/2024 | Sanctuary Advisors LLC | 12,338 | $392K | 0.0% | N/A | 0.588% | |
| 8/13/2024 | Cedar Wealth Management LLC | 31,286 | $1.00M | 0.3% | -36.2% | 1.490% | |
| 8/1/2024 | Valmark Advisers Inc. | 9,561 | $306K | 0.0% | +20.6% | 0.455% | |
| 7/26/2024 | Harbour Investments Inc. | 37,396 | $1.20M | 0.0% | +9.2% | 1.781% | |
| 7/19/2024 | Raymond James & Associates | 236,161 | $7.57M | 0.0% | +25.1% | 11.246% | |
| 7/18/2024 | Old Port Advisors | 36,315 | $1.16M | 0.3% | +3.4% | 1.729% | |
| 7/12/2024 | Southland Equity Partners LLC | 11,041 | $354K | 0.1% | -2.7% | 0.526% | |
| 6/26/2024 | Old Port Advisors | 35,121 | $1.15M | 0.4% | -4.1% | 1.672% | |
| 5/13/2024 | Cedar Wealth Management LLC | 49,052 | $1.60M | 0.5% | -0.9% | 2.336% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 146,294 | $4.78M | 0.4% | -3.8% | 6.966% | |
| 4/22/2024 | Raymond James & Associates | 188,777 | $6.17M | 0.0% | +22.5% | 8.989% | |
| 4/16/2024 | Colorado Capital Management Inc. | 13,731 | $448K | 0.3% | -4.4% | 0.584% | |
| 3/5/2024 | Fisher Asset Management LLC | 8,968 | $285K | 0.0% | -3.4% | 0.382% | |
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| 2/7/2024 | Valley Wealth Managers Inc. | 152,042 | $4.84M | 0.4% | +3.7% | 6.470% | |
| 1/25/2024 | International Assets Investment Management LLC | 21,676 | $681K | 0.0% | N/A | 0.922% | |
| 1/24/2024 | International Assets Investment Management LLC | 21,676 | $681K | 0.0% | N/A | 0.922% | |
| 1/16/2024 | Raymond James & Associates | 154,113 | $4.91M | 0.0% | +6.8% | 6.558% | |
| 1/10/2024 | North Star Investment Management Corp. | 1,200 | $38K | 0.0% | -25.0% | 0.051% | |
| 1/9/2024 | Southland Equity Partners LLC | 11,475 | $365K | 0.1% | -16.2% | 0.488% | |
| 11/16/2023 | Harbour Investments Inc. | 31,995 | $914K | 0.0% | +89.0% | 1.361% | |
| 11/13/2023 | Mariner LLC | 30,836 | $881K | 0.0% | +3.6% | 1.312% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 149,380 | $4.27M | 0.0% | -61.1% | 6.357% | |
| 11/13/2023 | Kestra Advisory Services LLC | 31,135 | $890K | 0.0% | +8.2% | 1.325% | |
| 11/9/2023 | Valley Wealth Managers Inc. | 146,665 | $4.19M | 0.3% | N/A | 6.241% | |
| 11/8/2023 | HighTower Advisors LLC | 12,555 | $359K | 0.0% | +12.9% | 0.534% | |
| 11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 11,692 | $334K | 0.0% | -14.0% | 0.498% | |
| 10/24/2023 | Raymond James & Associates | 144,251 | $4.12M | 0.0% | +4.7% | 6.138% | |
| 8/23/2023 | Headinvest LLC | 10,828 | $328K | 0.1% | +23.0% | 0.461% | |
| 8/15/2023 | Cedar Wealth Management LLC | 49,413 | $1.51M | 0.6% | -1.4% | 2.103% | |
| 8/11/2023 | Kestra Advisory Services LLC | 28,767 | $880K | 0.0% | +1.5% | 1.224% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 8,943 | $274K | 0.0% | +22.6% | 0.381% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 384,343 | $11.76M | 0.0% | -6.9% | 16.711% | |
| 8/2/2023 | Bank of Montreal Can | 9,781 | $304K | 0.0% | N/A | 0.425% | |
| 7/31/2023 | LPL Financial LLC | 19,872 | $608K | 0.0% | +39.1% | 0.864% | |
| 7/28/2023 | First Republic Investment Management Inc. | 13,602 | $416K | 0.0% | -11.7% | 0.591% | |
| 7/25/2023 | Raymond James & Associates | 137,769 | $4.22M | 0.0% | -4.1% | 5.990% | |
| 7/20/2023 | International Assets Investment Management LLC | 47,229 | $2.55M | 0.3% | N/A | 2.053% | |
| 5/15/2023 | Cedar Wealth Management LLC | 50,100 | $1.51M | 0.6% | +163.4% | 2.178% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 412,740 | $12.45M | 0.0% | +8.9% | 17.945% | |
| 4/14/2023 | Raymond James & Associates | 143,599 | $4.33M | 0.0% | +3.7% | 6.243% | |
| 4/12/2023 | Old Port Advisors | 43,866 | $1.34M | 0.5% | -11.6% | 1.907% | |
| 3/6/2023 | OLD Mission Capital LLC | 14,249 | $389K | 0.0% | -80.0% | 0.620% | |
| 2/14/2023 | Headinvest LLC | 8,800 | $240K | 0.1% | N/A | 0.400% | |
| 2/8/2023 | Raymond James & Associates | 138,522 | $3.78M | 0.0% | -41.7% | 6.296% | |
| 2/7/2023 | IFP Advisors Inc | 8,212 | $217K | 0.0% | -23.6% | 0.373% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 379,171 | $10.34M | 0.0% | N/A | 17.235% | |
| 2/3/2023 | Fisher Asset Management LLC | 9,076 | $248K | 0.0% | N/A | 0.413% | |
| 1/31/2023 | Kestra Advisory Services LLC | 25,086 | $684K | 0.0% | +1.8% | 1.140% | |
| 1/18/2023 | Activest Wealth Management | 2,448 | $69K | 0.0% | N/A | 0.111% | |
| 1/18/2023 | Colorado Capital Management Inc. | 14,732 | $401K | 0.3% | -2.4% | 0.670% | |
| 1/11/2023 | Old Port Advisors | 49,598 | $1.35M | 0.5% | -3.4% | 2.254% | |
| 11/14/2022 | OLD Mission Capital LLC | 71,114 | $1.64M | 0.1% | -12.0% | 3.647% | |
| 11/10/2022 | Strategic Wealth Advisors Group LLC | 19,861 | $459K | 0.0% | -9.4% | 1.019% | |
| 11/4/2022 | First Republic Investment Management Inc. | 20,942 | $484K | 0.0% | -7.8% | 1.074% | |
| 10/25/2022 | Raymond James & Associates | 237,465 | $5.48M | 0.0% | -2.5% | 12.178% | |
| 10/19/2022 | Colorado Capital Management Inc. | 15,093 | $348K | 0.3% | +5.5% | 0.736% | |
| 8/8/2022 | Argent Advisors Inc. | 43,394 | $1.14M | 0.6% | +21.9% | 1.771% | |
| 8/5/2022 | OLD Mission Capital LLC | 80,800 | $2.12M | 0.1% | -16.8% | 3.298% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 161,023 | $4.23M | 0.0% | +40.1% | 6.572% | |
| 7/8/2022 | Old Port Advisors | 51,535 | $1.33M | 0.5% | -5.6% | 2.103% | |
| 5/12/2022 | Cedar Wealth Management LLC | 48,930 | $1.53M | 0.6% | +79.4% | 1.997% | |
| 5/11/2022 | Raymond James & Associates | 149,583 | $4.68M | 0.0% | N/A | 6.105% | |
| 5/10/2022 | Strategic Wealth Advisors Group LLC | 17,067 | $534K | 0.0% | N/A | 0.697% | |
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| 5/4/2022 | Gladstone Institutional Advisory LLC | 18,930 | $592K | 0.0% | +8.8% | 0.773% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 114,963 | $3.60M | 0.0% | N/A | 4.692% | |
| 5/3/2022 | North Star Investment Management Corp. | 1,600 | $50K | 0.0% | -27.3% | 0.065% | |
| 4/26/2022 | Argent Advisors Inc. | 35,586 | $1.11M | 0.6% | +58.6% | 1.452% | |
| 4/26/2022 | Kestra Advisory Services LLC | 20,431 | $639K | 0.0% | -18.8% | 0.834% | |
| 4/15/2022 | Colorado Capital Management Inc. | 14,312 | $449K | 0.3% | +21.1% | 0.609% | |
| 4/12/2022 | Old Port Advisors | 54,574 | $1.73M | 0.6% | -5.1% | 2.373% | |
| 2/11/2022 | Headinvest LLC | 11,800 | $406K | 0.1% | +18.4% | 0.524% | |
| 2/10/2022 | OLD Mission Capital LLC | 39,440 | $1.36M | 0.1% | -1.0% | 1.753% | |
| 2/9/2022 | First Republic Investment Management Inc. | 27,562 | $949K | 0.0% | -3.5% | 1.225% | |
