| 5/15/2025 | Royal Bank of Canada | 600,826 | $11.78M | 0.0% | +11.8% | 8.901% | |
| 5/14/2025 | Kestra Advisory Services LLC | 268,924 | $5.27M | 0.0% | +1,625.6% | 3.984% | |
| 5/12/2025 | Townsquare Capital LLC | 586,058 | $11.49M | 0.1% | +6.6% | 9.086% | |
| 5/7/2025 | LPL Financial LLC | 115,586 | $2.27M | 0.0% | +11.9% | 1.792% | |
| 5/7/2025 | First Heartland Consultants Inc. | 245,533 | $4.81M | 0.5% | N/A | 3.807% | |
| 5/6/2025 | Cetera Investment Advisers | 18,590 | $364K | 0.0% | +49.2% | 0.288% | |
| 5/5/2025 | OneAscent Financial Services LLC | 35,759 | $701K | 0.0% | +3.6% | 0.554% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 38,803 | $761K | 0.0% | +23.1% | 0.602% | |
| 5/5/2025 | Private Advisor Group LLC | 536,526 | $10.52M | 0.1% | +44.1% | 8.318% | |
| 5/2/2025 | Leo Wealth LLC | 260,863 | $5.11M | 0.7% | -33.5% | 4.044% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 44,991 | $882K | 0.0% | +26.9% | 0.698% | |
| 4/29/2025 | Wayfinding Financial LLC | 113,780 | $2.23M | 1.0% | -27.5% | 1.764% | |
| 4/23/2025 | Team Financial Group LLC | 103,934 | $2.04M | 1.2% | -4.8% | 1.611% | |
| 4/11/2025 | Fortress Financial Group LLC | 32,708 | $641K | 0.6% | -19.1% | 0.430% | |
| 4/10/2025 | Fermata Advisors LLC | 15,467 | $303K | 0.1% | -7.1% | 0.204% | |
| 4/10/2025 | Warren Street Wealth Advisors LLC | 591,957 | $11.61M | 4.5% | +6.2% | 7.789% | |
| 2/27/2025 | REAP Financial Group LLC | 26,388 | $497K | 0.1% | -14.1% | 0.367% | |
| 2/25/2025 | Armis Advisers LLC | 72,108 | $1.36M | 0.2% | N/A | 1.002% | |
| 2/17/2025 | Cetera Investment Advisers | 12,460 | $235K | 0.0% | -52.8% | 0.173% | |
| 2/14/2025 | Jane Street Group LLC | 27,475 | $517K | 0.0% | N/A | 0.382% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 28,320 | $533K | 0.0% | -12.0% | 0.393% | |
| 2/13/2025 | Townsquare Capital LLC | 550,020 | $10.35M | 0.1% | +25.8% | 7.639% | |
| 2/13/2025 | Raymond James Financial Inc. | 40,128 | $755K | 0.0% | N/A | 0.557% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 35,445 | $667K | 0.0% | -48.0% | 0.492% | |
| 2/13/2025 | Wells Fargo & Company MN | 454,068 | $8.55M | 0.0% | +2.9% | 6.307% | |
| 2/12/2025 | OneAscent Financial Services LLC | 34,526 | $650K | 0.1% | N/A | 0.480% | |
| 2/11/2025 | LPL Financial LLC | 103,299 | $1.95M | 0.0% | -4.0% | 1.435% | |
| 2/11/2025 | Wayfinding Financial LLC | 156,968 | $2.95M | 1.6% | -0.6% | 2.180% | |
| 2/7/2025 | HighTower Advisors LLC | 106,719 | $2.01M | 0.0% | N/A | 1.482% | |
| 2/6/2025 | Raymond James Financial Inc. | 40,128 | $755K | 0.0% | N/A | 0.557% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,582 | $105K | 0.0% | N/A | 0.078% | |
| 2/5/2025 | Fortress Financial Group LLC | 40,407 | $761K | 0.8% | N/A | 0.561% | |
| 2/3/2025 | Sigma Planning Corp | 25,501 | $480K | 0.0% | +17.3% | 0.354% | |
| 2/3/2025 | Private Advisor Group LLC | 372,241 | $7.01M | 0.0% | +63.8% | 5.170% | |
| 1/30/2025 | Covenant Asset Management LLC | 12,325 | $232K | 0.0% | -4.7% | 0.171% | |
| 1/29/2025 | Warren Street Wealth Advisors LLC | 557,326 | $10.49M | 4.3% | +3.4% | 7.741% | |
| 1/21/2025 | Team Financial Group LLC | 109,120 | $2.05M | 1.2% | +2.0% | 1.516% | |
| 1/15/2025 | Arkadios Wealth Advisors | 19,923 | $375K | 0.0% | -5.2% | 0.277% | |
| 1/15/2025 | Empirical Asset Management LLC | 127,175 | $2.39M | 0.1% | +3.5% | 1.766% | |
| 1/15/2025 | Fermata Advisors LLC | 16,650 | $313K | 0.1% | -36.1% | 0.231% | |
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| 11/15/2024 | MML Investors Services LLC | 20,230 | $386K | 0.0% | -19.8% | 0.281% | |
| 11/15/2024 | Stifel Financial Corp | 15,939 | $304K | 0.0% | -11.7% | 0.221% | |
| 11/14/2024 | Flow Traders U.S. LLC | 21,865 | $418K | 0.0% | -27.0% | 0.304% | |
| 11/13/2024 | Townsquare Capital LLC | 437,282 | $8.35M | 0.1% | +68.0% | 6.073% | |
| 11/12/2024 | Covenant Asset Management LLC | 12,930 | $247K | 0.0% | +9.1% | 0.180% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 37,365 | $714K | 0.0% | -3.7% | 0.519% | |
| 10/24/2024 | Arkadios Wealth Advisors | 21,019 | $401K | 0.0% | -5.0% | 0.292% | |
| 10/22/2024 | Private Advisor Group LLC | 227,304 | $4.34M | 0.0% | +647.2% | 3.157% | |
| 10/22/2024 | Leo Wealth LLC | 392,221 | $7.49M | 0.7% | +2.9% | 5.448% | |
| 10/18/2024 | Warren Street Wealth Advisors LLC | 538,902 | $10.29M | 4.3% | +6.7% | 7.485% | |
| 10/11/2024 | Empirical Asset Management LLC | 122,889 | $2.35M | 0.3% | +25.0% | 1.707% | |
| 10/9/2024 | Fermata Advisors LLC | 26,038 | $497K | 0.1% | -7.8% | 0.362% | |
| 8/30/2024 | Creekside Partners | 15,313 | $289K | 0.2% | N/A | 0.213% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 14,369 | $272K | 0.0% | -61.7% | 0.200% | |
| 8/14/2024 | Team Financial Group LLC | 107,367 | $2.03M | 1.4% | -0.7% | 1.491% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 38,792 | $733K | 0.0% | N/A | 0.539% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 5,177 | $98K | 0.0% | N/A | 0.072% | |
| 8/5/2024 | Private Advisor Group LLC | 30,419 | $575K | 0.0% | +2.5% | 0.422% | |
| 8/2/2024 | Ferguson Shapiro LLC | 41,785 | $790K | 0.3% | N/A | 0.580% | |
| 7/30/2024 | International Assets Investment Management LLC | 2,236 | $42K | 0.0% | N/A | 0.031% | |
| 7/17/2024 | AlphaMark Advisors LLC | 1,375 | $26K | 0.0% | N/A | 0.019% | |
| 7/13/2024 | Fermata Advisors LLC | 28,236 | $534K | 0.1% | -3.8% | 0.392% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 37,532 | $676K | 0.0% | -34.0% | 0.521% | |
| 5/9/2024 | Leo Wealth LLC | 366,184 | $6.77M | 0.7% | +5.0% | 5.086% | |
| 4/30/2024 | Private Advisor Group LLC | 29,684 | $547K | 0.0% | -50.4% | 0.433% | |
| 4/23/2024 | KLR Investment Advisors LLC | 41,228 | $800K | 0.6% | -12.8% | 0.602% | |
| 4/12/2024 | Fermata Advisors LLC | 29,345 | $541K | 0.1% | -5.5% | 0.312% | |
| 3/19/2024 | Warren Street Wealth Advisors LLC | 469,398 | $7.95M | 4.5% | +14.8% | 4.994% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 56,839 | $962K | 0.0% | +51.4% | 0.605% | |
| 3/14/2024 | Leo Wealth LLC | 348,754 | $6.05M | 0.6% | N/A | 3.710% | |
| 2/12/2024 | Avestar Capital LLC | 135,606 | $2.30M | 0.3% | +20.0% | 1.443% | |
| 2/8/2024 | New Century Financial Group LLC | 10,976 | $186K | 0.2% | N/A | 0.117% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 37,470 | $634K | 0.0% | -18.4% | 0.399% | |
| 2/8/2024 | KLR Investment Advisors LLC | 47,273 | $800K | 0.6% | +2.7% | 0.503% | |
| 2/6/2024 | Private Advisor Group LLC | 59,824 | $1.01M | 0.0% | +12.6% | 0.636% | |
| 2/6/2024 | Merit Financial Group LLC | 247,895 | $4.20M | 0.1% | +948.7% | 2.637% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 54,624 | $925K | 0.0% | -17.3% | 0.581% | |
| 1/29/2024 | Perigon Wealth Management LLC | 14,553 | $246K | 0.0% | -40.0% | 0.155% | |
| 1/26/2024 | Cerity Partners LLC | 43,346 | $734K | 0.0% | N/A | 0.461% | |
| 1/26/2024 | Charter Oak Capital Management LLC | 10,703 | $181K | 0.0% | -22.8% | 0.114% | |
| 1/25/2024 | International Assets Investment Management LLC | 37,860 | $641K | 0.0% | N/A | 0.403% | |
| 1/24/2024 | International Assets Investment Management LLC | 37,860 | $641K | 0.0% | N/A | 0.403% | |
| 1/22/2024 | Covenant Asset Management LLC | 11,575 | $196K | 0.0% | -6.7% | 0.123% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 57,297 | $970K | 0.0% | -3.7% | 0.610% | |
| 1/12/2024 | Empirical Asset Management LLC | 88,742 | $1.50M | 1.2% | -0.7% | 0.944% | |
| 1/10/2024 | Wayfinding Financial LLC | 150,477 | $2.55M | 1.7% | -0.9% | 1.601% | |
| 12/1/2023 | B. Riley Wealth Advisors Inc. | 37,532 | $676K | 0.0% | -71.8% | 0.399% | |
| 11/13/2023 | LPL Financial LLC | 745,234 | $13.43M | 0.0% | -18.6% | 7.928% | |
| 11/8/2023 | Journey Strategic Wealth LLC | 13,993 | $252K | 0.0% | +13.6% | 0.149% | |
| 11/8/2023 | KLR Investment Advisors LLC | 46,043 | $823K | 0.7% | -6.6% | 0.490% | |
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| 11/8/2023 | Kestra Private Wealth Services LLC | 66,029 | $1.19M | 0.0% | +3.8% | 0.702% | |
| 11/7/2023 | Advisors Preferred LLC | 14,059 | $251K | 0.1% | N/A | 0.150% | |
| 11/7/2023 | Merit Financial Group LLC | 23,639 | $426K | 0.0% | -7.1% | 0.251% | |
| 11/3/2023 | Private Advisor Group LLC | 53,138 | $958K | 0.0% | +14.4% | 0.565% | |
| 11/2/2023 | Wayfinding Financial LLC | 151,804 | $2.71M | 2.0% | -2.3% | 1.615% | |
| 10/31/2023 | Covenant Asset Management LLC | 12,400 | $223K | 0.1% | +5.9% | 0.132% | |
| 10/20/2023 | Avestar Capital LLC | 112,963 | $2.04M | 0.3% | N/A | 1.202% | |
| 10/19/2023 | New Harbor Financial Group LLC | 661,755 | $11.93M | 3.9% | -1.2% | 7.040% | |
| 10/19/2023 | Warren Street Wealth Advisors LLC | 408,911 | $7.37M | 4.9% | +3.3% | 4.350% | |
| 10/17/2023 | DAVENPORT & Co LLC | 10,900 | $196K | 0.0% | -35.5% | 0.116% | |
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