| 5/19/2025 | Jane Street Group LLC | 56,153 | $1.73M | 0.0% | N/A | 2.005% | |
| 5/12/2025 | National Bank of Canada FI | 4,162 | $128K | 0.0% | +143.8% | 0.149% | |
| 5/7/2025 | LPL Financial LLC | 96,248 | $2.96M | 0.0% | +172.2% | 3.437% | |
| 5/6/2025 | Cetera Investment Advisers | 40,134 | $1.24M | 0.0% | -19.3% | 1.433% | |
| 5/5/2025 | Private Advisor Group LLC | 16,765 | $516K | 0.0% | -6.5% | 0.599% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 39,046 | $1.20M | 0.0% | -20.0% | 1.395% | |
| 4/24/2025 | Family Investment Center Inc. | 317,272 | $9.77M | 2.4% | +746.6% | 11.331% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 118,893 | $3.41M | 1.4% | -6.6% | 4.246% | |
| 4/17/2025 | Sowell Financial Services LLC | 7,037 | $217K | 0.0% | N/A | 0.251% | |
| 2/17/2025 | Cetera Investment Advisers | 49,759 | $1.56M | 0.0% | +1.2% | 2.764% | |
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| 2/17/2025 | Bank of America Corp DE | 11,146 | $349K | 0.0% | +20.5% | 0.619% | |
| 2/14/2025 | Susquehanna International Group LLP | 47,692 | $1.50M | 0.0% | -29.9% | 2.650% | |
| 2/13/2025 | Raymond James Financial Inc. | 25,781 | $808K | 0.0% | N/A | 1.432% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 48,788 | $1.53M | 0.0% | -5.4% | 2.710% | |
| 2/12/2025 | National Bank of Canada FI | 1,707 | $53K | 0.0% | +433.4% | 0.095% | |
| 2/12/2025 | JPMorgan Chase & Co. | 5,843 | $183K | 0.0% | +86.8% | 0.325% | |
| 2/11/2025 | LPL Financial LLC | 35,357 | $1.11M | 0.0% | +43.0% | 1.964% | |
| 2/6/2025 | Raymond James Financial Inc. | 25,781 | $808K | 0.0% | N/A | 1.432% | |
| 2/3/2025 | WealthCare Investment Partners LLC | 127,316 | $3.99M | 1.7% | +7.3% | 7.073% | |
| 2/3/2025 | Private Advisor Group LLC | 17,921 | $562K | 0.0% | -47.1% | 0.996% | |
| 1/31/2025 | 3EDGE Asset Management LP | 61,052 | $1.91M | 0.1% | N/A | 3.392% | |
| 1/30/2025 | Principal Securities Inc. | 897 | $28K | 0.0% | +73.8% | 0.050% | |
| 1/24/2025 | Family Investment Center Inc. | 37,474 | $1.17M | 0.3% | N/A | 2.082% | |
| 1/24/2025 | Clear Creek Financial Management LLC | 34,769 | $1.09M | 0.1% | N/A | 1.932% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,128 | $95K | 0.0% | +3,028.0% | 0.174% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 110,359 | $3.37M | 0.1% | N/A | 6.131% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 27,906 | $852K | 0.0% | -3.9% | 1.550% | |
| 11/1/2024 | AIA Group Ltd | 126,618 | $3.87M | 0.1% | N/A | 7.034% | |
| 10/22/2024 | Private Advisor Group LLC | 33,902 | $1.04M | 0.0% | N/A | 1.883% | |
| 10/8/2024 | WealthCare Investment Partners LLC | 118,677 | $3.71M | 1.6% | +19.5% | 6.593% | |
| 7/18/2024 | WealthCare Investment Partners LLC | 99,350 | $3.16M | 1.5% | +35.1% | 5.519% | |
| 4/15/2024 | WealthCare Investment Partners LLC | 73,558 | $2.31M | 1.1% | +125.2% | 0.931% | |
| 1/18/2024 | WealthCare Investment Partners LLC | 32,670 | $881K | 0.5% | +53.5% | 0.414% | |
| 1/9/2024 | Wallace Advisory Group LLC | 116,239 | $3.05M | 2.3% | +39.2% | 1.471% | |
| 11/15/2023 | Townsquare Capital LLC | 813,885 | $25.71M | 0.5% | +44.4% | 10.302% | |
| 11/14/2023 | Regimen Wealth LLC | 12,868 | $406K | 0.2% | +49.8% | 0.163% | |
| 11/14/2023 | Mather Group LLC. | 29,089 | $919K | 0.0% | +60.2% | 0.368% | |
| 11/9/2023 | Alliance Wealth Advisors LLC UT | 114,803 | $3.63M | 1.3% | +63.5% | 1.453% | |
| 11/8/2023 | Sowell Financial Services LLC | 10,324 | $326K | 0.0% | N/A | 0.131% | |
| 11/7/2023 | Kingsview Wealth Management LLC | 60,702 | $1.92M | 0.1% | N/A | 0.768% | |
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| 11/7/2023 | Great Valley Advisor Group Inc. | 28,976 | $915K | 0.0% | +18.0% | 0.367% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 83,318 | $2.63M | 0.0% | +402.8% | 1.055% | |
| 10/30/2023 | FirstPurpose Wealth LLC | 21,768 | $688K | 0.3% | +81.9% | 0.276% | |
| 10/30/2023 | Matrix Trust Co | 7,953 | $251K | 0.1% | +128.9% | 0.101% | |
| 10/27/2023 | Portside Wealth Group LLC | 212,485 | $6.71M | 1.3% | +58.7% | 2.690% | |
| 10/25/2023 | Wealth Management Solutions LLC | 15,202 | $480K | 0.3% | +45.3% | 0.192% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 229,005 | $7.23M | 0.0% | +80.0% | 2.899% | |
| 10/18/2023 | Private Trust Co. NA | 2,950 | $93K | 0.0% | N/A | 0.037% | |
| 10/16/2023 | 3EDGE Asset Management LP | 3,692,843 | $111.86M | 8.6% | +6.4% | 46.745% | |
| 10/11/2023 | Carnegie Capital Asset Management LLC | 7,892 | $249K | 0.0% | N/A | 0.100% | |
| 10/10/2023 | WealthCare Investment Partners LLC | 21,288 | $667K | 0.4% | +185.9% | 0.269% | |
| 10/5/2023 | Wallace Advisory Group LLC | 83,524 | $2.57M | 1.9% | N/A | 1.057% | |
| 9/1/2023 | Portside Wealth Group LLC | 133,911 | $4.12M | 0.3% | N/A | 1.695% | |
| 8/3/2023 | Wealth Management Solutions LLC | 10,462 | $322K | 0.2% | N/A | 0.209% | |
| 8/1/2023 | Portside Wealth Group LLC | 4,857,228 | $149.60M | 0.6% | N/A | 97.145% | |
| 7/24/2023 | Dfpg Investments LLC | 28,258 | $863K | 0.1% | N/A | 0.565% | |
| 7/21/2023 | FirstPurpose Wealth LLC | 11,966 | $369K | 0.2% | N/A | 0.239% | |
| 7/20/2023 | Baker Tilly Wealth Management LLC | 64,808 | $2.00M | 0.2% | N/A | 1.296% | |
| 7/19/2023 | Matrix Trust Co | 3,474 | $107K | 0.0% | N/A | 0.069% | |
| 7/14/2023 | 3EDGE Asset Management LP | 3,471,037 | $106.91M | 8.1% | N/A | 69.421% | |
| 7/13/2023 | WealthCare Investment Partners LLC | 7,447 | $229K | 0.1% | -11.7% | 0.149% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 127,248 | $3.92M | 0.0% | N/A | 2.545% | |
| 7/11/2023 | EisnerAmper Wealth Management Corporate Benefits LLC | 90,041 | $2.77M | 1.3% | N/A | 1.801% | |
| 4/10/2023 | WealthCare Investment Partners LLC | 8,437 | $225K | 0.1% | -31.7% | 1.687% | |
| 2/1/2023 | Bank of Montreal Can | 10,216 | $253K | 0.0% | N/A | 1.135% | |
| 1/27/2023 | Advocacy Wealth Management Services LLC | 428,481 | $10.41M | 1.4% | +10.2% | 47.609% | |
| 1/25/2023 | Mayflower Financial Advisors LLC | 12,345 | $300K | 0.0% | N/A | 1.372% | |
| 1/19/2023 | Mayflower Financial Advisors LLC | 12,345 | $300K | 0.2% | N/A | 1.372% | |
| 11/14/2022 | OLD Mission Capital LLC | 12,643 | $367K | 0.0% | N/A | 1.264% | |
| 10/17/2022 | WealthCare Investment Partners LLC | 15,467 | $449K | 0.4% | -26.2% | 1.933% | |
| 10/6/2022 | Advocacy Wealth Management Services LLC | 388,676 | $11.70M | 1.7% | +5.0% | 48.585% | |
| 7/18/2022 | WealthCare Investment Partners LLC | 20,961 | $608K | 0.5% | -32.5% | 2.620% | |
| 7/6/2022 | Advocacy Wealth Management Services LLC | 370,238 | $10.73M | 1.7% | +2.1% | 46.280% | |
| 4/14/2022 | WealthCare Investment Partners LLC | 31,051 | $936K | 0.8% | -30.3% | 3.881% | |
| 4/4/2022 | Advocacy Wealth Management Services LLC | 362,708 | $11.24M | 2.0% | N/A | 45.339% | |
| 2/10/2022 | OLD Mission Capital LLC | 72,621 | $2.28M | 0.1% | -56.4% | 18.155% | |
| 2/7/2022 | WealthCare Investment Partners LLC | 44,527 | $1.40M | 1.4% | N/A | 11.132% | |
| 11/15/2021 | Franklin Resources Inc. | 15,000 | $482K | 0.0% | -80.0% | 3.750% | |
| 11/12/2021 | OLD Mission Capital LLC | 166,699 | $5.35M | 0.2% | -70.7% | 41.675% | |
| 5/18/2021 | Jane Street Group LLC | 91,291 | $2.82M | 0.0% | +31.7% | 11.411% | |
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