| 4/29/2025 | Concurrent Investment Advisors LLC | 61,713 | $1.32M | 0.0% | -5.8% | 1.187% | |
| 4/29/2025 | Element Wealth LLC | 37,088 | $795K | 0.4% | -1.3% | 0.713% | |
| 4/23/2025 | David Kennon Inc | 383,365 | $8.22M | 3.3% | -0.6% | 7.517% | |
| 4/14/2025 | Dentgroup LLC | 24,750 | $531K | 0.4% | +6.6% | 0.485% | |
| 4/11/2025 | Snider Financial Group | 14,162 | $304K | 0.1% | -15.0% | 0.278% | |
| 2/17/2025 | Bank of America Corp DE | 27,765 | $541K | 0.0% | +71.9% | 0.591% | |
| 2/14/2025 | Jane Street Group LLC | 66,424 | $1.30M | 0.0% | N/A | 1.413% | |
| 2/13/2025 | WealthTrust Axiom LLC | 60,804 | $1.19M | 0.4% | +3.4% | 1.294% | |
| 2/13/2025 | Raymond James Financial Inc. | 10,642 | $208K | 0.0% | N/A | 0.226% | |
| 2/12/2025 | National Bank of Canada FI | 17,094 | $333K | 0.0% | +89.9% | 0.364% | |
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| 2/12/2025 | JPMorgan Chase & Co. | 22,573 | $440K | 0.0% | +36.4% | 0.480% | |
| 2/11/2025 | LPL Financial LLC | 38,666 | $754K | 0.0% | -28.0% | 0.823% | |
| 2/11/2025 | HUB Investment Partners LLC | 12,675 | $247K | 0.0% | -24.1% | 0.270% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 418,259 | $8.16M | 0.0% | -2.7% | 8.899% | |
| 2/7/2025 | Beam Wealth Advisors Inc. | 78,424 | $1.53M | 0.5% | -5.2% | 1.669% | |
| 2/6/2025 | Raymond James Financial Inc. | 10,642 | $208K | 0.0% | N/A | 0.226% | |
| 2/6/2025 | Snider Financial Group | 16,667 | $325K | 0.1% | N/A | 0.355% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 14,556 | $284K | 0.0% | -5.2% | 0.310% | |
| 2/5/2025 | Flputnam Investment Management Co. | 91,011 | $1.78M | 0.0% | +18.4% | 1.936% | |
| 2/4/2025 | IFP Advisors Inc | 19,704 | $384K | 0.0% | +100.0% | 0.419% | |
| 2/3/2025 | Element Wealth LLC | 37,565 | $732K | 0.4% | -32.0% | 0.799% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 65,494 | $1.28M | 0.0% | -11.0% | 1.393% | |
| 1/31/2025 | Global Retirement Partners LLC | 4,751 | $93K | 0.0% | N/A | 0.101% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 14,154 | $276K | 0.0% | -10.3% | 0.301% | |
| 1/29/2025 | Soltis Investment Advisors LLC | 13,971 | $272K | 0.0% | -15.9% | 0.297% | |
| 1/23/2025 | David Kennon Inc | 385,773 | $7.52M | 3.0% | +1.2% | 8.208% | |
| 1/13/2025 | City Center Advisors LLC | 27,459 | $535K | 0.6% | -28.3% | 0.584% | |
| 1/3/2025 | Dentgroup LLC | 23,221 | $453K | 0.3% | +37.4% | 0.494% | |
| 12/26/2024 | JPMorgan Chase & Co. | 16,549 | $360K | 0.0% | -22.8% | 0.352% | |
| 11/18/2024 | Soltis Investment Advisors LLC | 16,603 | $361K | 0.0% | +34.9% | 0.353% | |
| 11/4/2024 | Beam Wealth Advisors Inc. | 82,721 | $1.80M | 0.5% | +6.5% | 1.760% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 73,613 | $1.60M | 0.0% | +7.3% | 1.566% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 15,773 | $343K | 0.0% | -5.7% | 0.336% | |
| 10/23/2024 | Element Wealth LLC | 55,260 | $1.20M | 0.6% | -1.1% | 1.176% | |
| 10/22/2024 | David Kennon Inc | 381,148 | $8.29M | 3.3% | +0.5% | 8.110% | |
| 10/18/2024 | Stratos Investment Management LLC | 15,456 | $336K | 0.0% | +24.4% | 0.329% | |
| 10/8/2024 | City Center Advisors LLC | 38,281 | $833K | 0.9% | +7.0% | 0.814% | |
| 10/2/2024 | Dentgroup LLC | 16,896 | $368K | 0.3% | -24.4% | 0.359% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 16,729 | $340K | 0.0% | -6.6% | 0.356% | |
| 8/7/2024 | Beam Wealth Advisors Inc. | 77,652 | $1.58M | 0.5% | +5.3% | 1.652% | |
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| 7/31/2024 | Commonwealth Equity Services LLC | 401,745 | $8.16M | 0.0% | +7.1% | 8.548% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 68,636 | $1.39M | 0.0% | -22.2% | 1.460% | |
| 7/8/2024 | Dentgroup LLC | 22,347 | $454K | 0.4% | N/A | 0.475% | |
| 5/29/2024 | Soltis Investment Advisors LLC | 10,569 | $221K | 0.0% | N/A | 0.225% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 88,273 | $1.85M | 0.1% | +44.7% | 1.878% | |
| 4/30/2024 | Beam Wealth Advisors Inc. | 73,760 | $1.54M | 0.9% | +1.1% | 1.569% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 375,264 | $7.85M | 0.0% | +56.8% | 7.984% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 14,350 | $296K | 0.0% | -4.2% | 0.319% | |
| 2/6/2024 | National Bank of Canada FI | 9,000 | $184K | 0.0% | N/A | 0.200% | |
| 2/5/2024 | Sequent Asset Management LLC | 12,500 | $258K | 0.1% | -49.8% | 0.278% | |
| 2/5/2024 | WealthTrust Axiom LLC | 63,554 | $1.31M | 0.4% | -5.9% | 1.412% | |
| 2/5/2024 | Adell Harriman & Carpenter Inc. | 12,500 | $258K | 0.0% | -12.6% | 0.278% | |
| 2/1/2024 | Element Wealth LLC | 63,830 | $1.32M | 0.8% | -2.8% | 1.418% | |
| 1/31/2024 | Beam Wealth Advisors Inc. | 72,978 | $1.50M | 1.0% | +12.3% | 1.622% | |
| 1/24/2024 | International Assets Investment Management LLC | 2,060 | $42K | 0.0% | N/A | 0.046% | |
| 1/23/2024 | David Kennon Inc | 382,426 | $7.88M | 3.5% | -0.7% | 8.498% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 11,983 | $222K | 0.0% | N/A | 0.266% | |
| 11/13/2023 | Kestra Advisory Services LLC | 161,161 | $2.99M | 0.0% | +17.7% | 3.581% | |
| 11/8/2023 | Element Wealth LLC | 65,649 | $1.22M | 0.9% | -2.3% | 1.459% | |
| 11/7/2023 | Adell Harriman & Carpenter Inc. | 14,300 | $265K | 0.0% | -6.5% | 0.318% | |
| 11/7/2023 | David Kennon Inc | 385,289 | $7.15M | 3.4% | +0.2% | 8.562% | |
| 10/30/2023 | Sequent Asset Management LLC | 24,900 | $462K | 0.5% | -11.4% | 0.553% | |
| 10/26/2023 | Beam Wealth Advisors Inc. | 65,001 | $1.21M | 0.9% | N/A | 1.444% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 224,696 | $4.17M | 0.0% | +14.1% | 4.993% | |
| 8/11/2023 | Kestra Advisory Services LLC | 136,894 | $2.63M | 0.0% | +10.4% | 3.042% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 196,878 | $3.78M | 0.0% | -13.0% | 4.375% | |
| 8/7/2023 | Element Wealth LLC | 67,178 | $1.29M | 0.9% | -2.4% | 1.493% | |
| 8/4/2023 | WealthTrust Axiom LLC | 67,554 | $1.30M | 0.4% | +1.1% | 1.501% | |
| 8/4/2023 | Adell Harriman & Carpenter Inc. | 15,300 | $296K | 0.0% | -6.7% | 0.340% | |
| 8/2/2023 | Bank of Montreal Can | 10,000 | $197K | 0.0% | N/A | 0.222% | |
| 7/31/2023 | David Kennon Inc | 384,651 | $7.39M | 3.4% | +0.4% | 8.548% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 226,301 | $4.29M | 0.0% | +5.1% | 4.815% | |
| 5/10/2023 | David Kennon Inc | 383,301 | $7.26M | 3.5% | -37.1% | 8.155% | |
| 5/3/2023 | Element Wealth LLC | 68,811 | $1.30M | 1.0% | -3.1% | 1.464% | |
| 5/3/2023 | WealthTrust Axiom LLC | 66,804 | $1.27M | 0.4% | +1.5% | 1.421% | |
| 3/6/2023 | OLD Mission Capital LLC | 77,226 | $1.44M | 0.0% | -13.6% | 1.643% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 215,371 | $4.02M | 0.0% | +31.7% | 4.582% | |
| 2/7/2023 | LPL Financial LLC | 37,275 | $695K | 0.0% | +5.8% | 0.793% | |
| 2/1/2023 | Bank of Montreal Can | 44,312 | $832K | 0.0% | +343.1% | 0.943% | |
| 1/31/2023 | Kestra Advisory Services LLC | 106,870 | $1.99M | 0.0% | +4.8% | 2.274% | |
| 1/31/2023 | WealthTrust Axiom LLC | 65,804 | $1.23M | 0.4% | -2.2% | 1.400% | |
| 1/25/2023 | AFS Financial Group LLC | 16,524 | $308K | 0.2% | N/A | 0.352% | |
| 1/20/2023 | Sequent Asset Management LLC | 28,093 | $524K | 0.4% | -13.2% | 0.598% | |
| 1/17/2023 | Element Wealth LLC | 71,025 | $1.33M | 1.1% | -10.8% | 1.511% | |
| 11/15/2022 | Commonwealth Equity Services LLC | 163,486 | $2.58M | 0.0% | -5.3% | 3.336% | |
| 11/14/2022 | OLD Mission Capital LLC | 89,358 | $1.41M | 0.0% | +377.8% | 1.824% | |
| 11/14/2022 | David Kennon Inc | 607,051 | $9.59M | 5.3% | N/A | 12.389% | |
| 11/8/2022 | Element Wealth LLC | 79,656 | $1.26M | 1.2% | -4.7% | 1.626% | |
| 11/3/2022 | Adell Harriman & Carpenter Inc. | 15,800 | $249K | 0.0% | N/A | 0.322% | |
| 11/3/2022 | WealthTrust Axiom LLC | 67,304 | $1.06M | 0.4% | +6.3% | 1.374% | |
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| 11/1/2022 | Kestra Advisory Services LLC | 101,927 | $1.61M | 0.0% | +67.4% | 2.080% | |
| 10/31/2022 | J.W. Cole Advisors Inc. | 18,812 | $297K | 0.0% | -12.5% | 0.384% | |
| 10/27/2022 | Benedetti & Gucer Inc. | 38,098 | $785K | 0.6% | +580.3% | 0.778% | |
| 10/25/2022 | Benedetti & Gucer Inc. | 38,098 | $785K | 0.7% | +580.3% | 0.778% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 20,085 | $317K | 0.0% | -66.6% | 0.410% | |
| 8/12/2022 | LPL Financial LLC | 396,959 | $7.29M | 0.0% | +1.0% | 8.101% | |
| 8/5/2022 | Benedetti & Gucer Inc. | 5,600 | $103K | 0.1% | -47.2% | 0.114% | |
| 8/4/2022 | Larson Financial Group LLC | 4,203 | $77K | 0.0% | -34.8% | 0.086% | |
| 7/27/2022 | J.W. Cole Advisors Inc. | 21,488 | $395K | 0.0% | +10.9% | 0.439% | |
| 7/22/2022 | Element Wealth LLC | 83,613 | $1.54M | 1.5% | -0.8% | 1.706% | |
