| 5/20/2025 | Focus Partners Wealth | 44,992 | $611K | 0.0% | N/A | 0.169% | |
| 5/19/2025 | Jane Street Group LLC | 153,124 | $2.08M | 0.0% | +87.4% | 0.577% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 13,281 | $192K | 0.0% | +23.7% | 0.050% | |
| 5/16/2025 | Jones Financial Companies Lllp | 27,353 | $371K | 0.0% | +588.1% | 0.103% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 90,822 | $1.23M | 0.0% | -0.8% | 0.342% | |
| 5/15/2025 | Royal Bank of Canada | 25,429 | $346K | 0.0% | +38.6% | 0.096% | |
| 5/15/2025 | Baird Financial Group Inc. | 12,853 | $174K | 0.0% | N/A | 0.048% | |
| 5/14/2025 | CreativeOne Wealth LLC | 26,692 | $362K | 0.0% | -7.4% | 0.101% | |
| 5/14/2025 | Comerica Bank | 50,112 | $680K | 0.0% | +97.1% | 0.189% | |
| 5/8/2025 | Harbour Investments Inc. | 163,145 | $2.21M | 0.1% | +12.7% | 0.870% | |
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| 5/7/2025 | LPL Financial LLC | 471,712 | $6.40M | 0.0% | +48.4% | 2.516% | |
| 5/6/2025 | Cetera Investment Advisers | 20,567 | $279K | 0.0% | +38.1% | 0.110% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 66,831 | $907K | 0.4% | +19.1% | 0.356% | |
| 5/5/2025 | Treasure Coast Financial Planning | 12,523 | $170K | 0.1% | +15.2% | 0.067% | |
| 5/5/2025 | IFP Advisors Inc | 2,304 | $31K | 0.0% | +211.4% | 0.012% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 76,986 | $1.05M | 0.0% | +406.0% | 0.411% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 2,716 | $37K | 0.0% | +4,015.2% | 0.014% | |
| 5/2/2025 | Sigma Planning Corp | 16,966 | $230K | 0.0% | +34.8% | 0.090% | |
| 5/1/2025 | Stephens Inc. AR | 35,958 | $488K | 0.0% | -9.2% | 0.192% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 22,001 | $299K | 0.1% | +28.5% | 0.117% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 161,728 | $2.20M | 0.0% | +2.6% | 0.863% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 49,419 | $671K | 0.2% | -11.6% | 0.264% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 14,255 | $193K | 0.0% | N/A | 0.076% | |
| 4/23/2025 | Cottonwood Capital Advisors LLC | 33,229 | $451K | 0.3% | -4.2% | 0.177% | |
| 4/23/2025 | Balboa Wealth Partners | 11,962 | $162K | 0.0% | N/A | 0.064% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 54,348 | $738K | 0.0% | +17.7% | 0.290% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 51,690 | $701K | 0.0% | -4.1% | 0.276% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 196,425 | $2.67M | 0.0% | +1.9% | 1.190% | |
| 4/15/2025 | Murphy Middleton Hinkle & Parker Inc. | 107,446 | $1.46M | 0.8% | -0.9% | 0.651% | |
| 4/11/2025 | Next Level Private LLC | 162,125 | $2.20M | 0.8% | +16.0% | 0.983% | |
| 4/11/2025 | Intellectus Partners LLC | 615,633 | $8.35M | 2.1% | +6.0% | 3.731% | |
| 4/9/2025 | NBC Securities Inc. | 2,192 | $29K | 0.0% | +109,500.0% | 0.013% | |
| 4/7/2025 | GAMMA Investing LLC | 37,657 | $511K | 0.0% | +1,257.0% | 0.228% | |
| 4/1/2025 | Hobart Private Capital LLC | 138,527 | $1.88M | 0.5% | +8.3% | 0.840% | |
| 2/25/2025 | Armis Advisers LLC | 10,019 | $113K | 0.0% | N/A | 0.084% | |
| 2/17/2025 | Cetera Investment Advisers | 14,896 | $168K | 0.0% | +12.6% | 0.112% | |
| 2/17/2025 | Bank of America Corp DE | 130,271 | $1.47M | 0.0% | +0.7% | 0.983% | |
| 2/17/2025 | Benjamin Edwards Inc. | 23,861 | $269K | 0.0% | +8.0% | 0.180% | |
| 2/14/2025 | Jane Street Group LLC | 81,691 | $920K | 0.0% | N/A | 0.617% | |
| 2/14/2025 | Comerica Bank | 25,431 | $286K | 0.0% | +59.2% | 0.192% | |
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| 2/14/2025 | Berger Financial Group Inc | 15,305 | $172K | 0.0% | -27.4% | 0.116% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 91,553 | $1.03M | 0.0% | +1.1% | 0.691% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 10,737 | $121K | 0.0% | +24.0% | 0.081% | |
| 2/14/2025 | Susquehanna International Group LLP | 143,234 | $1.61M | 0.0% | +39.0% | 1.081% | |
| 2/14/2025 | Stifel Financial Corp | 31,985 | $360K | 0.0% | +8.2% | 0.241% | |
| 2/13/2025 | CreativeOne Wealth LLC | 28,817 | $324K | 0.0% | N/A | 0.217% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 51,910 | $584K | 0.0% | +2.0% | 0.392% | |
| 2/13/2025 | Raymond James Financial Inc. | 293,717 | $3.31M | 0.0% | N/A | 2.217% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 157,615 | $1.77M | 0.0% | +6.7% | 1.190% | |
| 2/13/2025 | Wells Fargo & Company MN | 248,439 | $2.80M | 0.0% | -27.5% | 1.875% | |
| 2/12/2025 | BlueChip Wealth Advisors LLC | 56,134 | $632K | 0.4% | -15.5% | 0.424% | |
| 2/12/2025 | Tucker Asset Management LLC | 4,207 | $47K | 0.0% | -31.3% | 0.032% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 49,071 | $552K | 0.0% | +4.3% | 0.370% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,900 | $33K | 0.0% | +364.0% | 0.022% | |
| 2/11/2025 | LPL Financial LLC | 317,891 | $3.58M | 0.0% | +3.1% | 2.399% | |
| 2/11/2025 | Virtu Financial LLC | 11,759 | $132K | 0.0% | N/A | 0.089% | |
| 2/10/2025 | Harbour Investments Inc. | 144,812 | $1.63M | 0.0% | -8.6% | 1.093% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 53,895 | $607K | 0.0% | -4.4% | 0.407% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 55,063 | $620K | 0.0% | -4.6% | 0.416% | |
| 2/7/2025 | Intellectus Partners LLC | 580,544 | $6.54M | 1.4% | +8.9% | 4.381% | |
| 2/6/2025 | Raymond James Financial Inc. | 293,717 | $3.31M | 0.0% | N/A | 2.217% | |
| 2/6/2025 | Atria Investments Inc | 11,667 | $131K | 0.0% | +11.8% | 0.088% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 20,308 | $229K | 0.0% | +9.3% | 0.153% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,975 | $45K | 0.0% | +474.4% | 0.030% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 15,057 | $169K | 0.0% | -38.0% | 0.114% | |
| 1/31/2025 | Treasure Coast Financial Planning | 10,870 | $122K | 0.1% | -31.5% | 0.082% | |
| 1/30/2025 | Tcfg Wealth Management LLC | 104,204 | $1.17M | 0.6% | -7.5% | 0.786% | |
| 1/30/2025 | Principal Securities Inc. | 18,817 | $212K | 0.0% | +14.0% | 0.142% | |
| 1/28/2025 | Stephens Inc. AR | 39,583 | $446K | 0.0% | -8.3% | 0.299% | |
| 1/28/2025 | Hobart Private Capital LLC | 127,893 | $1.44M | 0.4% | +19.2% | 0.965% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 17,124 | $193K | 0.0% | +32.7% | 0.129% | |
| 1/22/2025 | Next Level Private LLC | 139,809 | $1.57M | 0.6% | +10.0% | 1.055% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 192,685 | $2.17M | 0.0% | -11.7% | 1.454% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 47,047 | $586K | 0.0% | -8.8% | 0.355% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 90,591 | $1.13M | 0.0% | -2.7% | 0.684% | |
| 11/15/2024 | Benjamin Edwards Inc. | 22,103 | $275K | 0.0% | +707.0% | 0.167% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 50,893 | $634K | 0.0% | +3.6% | 0.384% | |
| 11/8/2024 | Darwin Wealth Management LLC | 2,272 | $28K | 0.0% | N/A | 0.017% | |
| 11/6/2024 | Intellectus Partners LLC | 533,283 | $6.65M | 1.7% | +4.9% | 4.025% | |
| 11/5/2024 | Harbour Investments Inc. | 158,443 | $1.97M | 0.1% | +1.3% | 1.196% | |
| 11/4/2024 | Cottonwood Capital Advisors LLC | 34,983 | $436K | 0.3% | -18.2% | 0.264% | |
| 11/4/2024 | Sigma Planning Corp | 11,853 | $148K | 0.0% | -9.0% | 0.089% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 24,276 | $302K | 0.0% | -24.1% | 0.183% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 218,318 | $2.72M | 0.0% | +9.4% | 1.648% | |
| 10/28/2024 | Stephens Inc. AR | 43,158 | $538K | 0.0% | -8.5% | 0.326% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 12,905 | $161K | 0.0% | +24.4% | 0.097% | |
| 10/22/2024 | International Assets Investment Management LLC | 27,624 | $344K | 0.0% | +1,146.0% | 0.208% | |
| 10/10/2024 | Next Level Private LLC | 127,138 | $1.58M | 0.6% | +8.0% | 0.960% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 12,968 | $152K | 0.0% | -17.2% | 0.098% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 10,371 | $121K | 0.0% | N/A | 0.078% | |
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| 8/7/2024 | Liberty Wealth Management LLC | 13,785 | $161K | 0.0% | N/A | 0.104% | |
| 8/2/2024 | Next Level Private LLC | 117,704 | $1.38M | 0.6% | +16.0% | 0.888% | |
| 8/1/2024 | Elevated Capital Advisors LLC | 55,997 | $656K | 0.2% | -63.8% | 0.423% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 60,638 | $710K | 0.0% | +2.8% | 0.458% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 31,996 | $375K | 0.0% | +10.4% | 0.241% | |
| 7/30/2024 | Hobart Private Capital LLC | 93,380 | $1.09M | 0.3% | +40.4% | 0.705% | |
| 7/30/2024 | International Assets Investment Management LLC | 2,217 | $26K | 0.0% | N/A | 0.017% | |
| 7/26/2024 | Harbour Investments Inc. | 156,362 | $1.83M | 0.1% | +6.5% | 1.180% | |
| 7/19/2024 | Intellectus Partners LLC | 508,411 | $5.95M | 1.6% | +1.3% | 3.837% | |
| 7/17/2024 | Cottonwood Capital Advisors LLC | 42,770 | $509K | 0.4% | -2.5% | 0.323% | |
