| 8/8/2025 | Cetera Investment Advisers | 55,879 | $676K | 0.0% | +88.7% | 0.646% | |
| 8/6/2025 | Ethos Financial Group LLC | 250,676 | $3.03M | 0.3% | +8.0% | 2.898% | |
| 8/5/2025 | Simplex Trading LLC | 2,860 | $34K | 0.0% | +406.2% | 0.033% | |
| 8/1/2025 | Brookwood Investment Group LLC | 17,194 | $208K | 0.0% | N/A | 0.199% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 10,570 | $128K | 0.0% | N/A | 0.122% | |
| 7/23/2025 | RiverTree Advisors LLC | 332,836 | $4.03M | 2.7% | +223.9% | 3.848% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 27,525 | $333K | 0.0% | N/A | 0.318% | |
| 7/18/2025 | SimpliFi Inc. | 616,713 | $7.47M | 3.3% | +3.2% | 7.130% | |
| 7/18/2025 | Truist Financial Corp | 41,703 | $505K | 0.0% | +4.5% | 0.482% | |
| 7/16/2025 | Maridea Wealth Management LLC | 46,307 | $561K | 0.1% | +150.7% | 0.535% | |
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| 7/11/2025 | Silver Oak Securities Incorporated | 10,498 | $127K | 0.0% | N/A | 0.121% | |
| 5/19/2025 | Jane Street Group LLC | 39,015 | $496K | 0.0% | +15.8% | 0.462% | |
| 5/13/2025 | Ethos Financial Group LLC | 232,109 | $2.95M | 0.3% | N/A | 2.747% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 31,145 | $367K | 0.0% | +3.4% | 0.369% | |
| 5/7/2025 | Maridea Wealth Management LLC | 18,469 | $235K | 0.1% | N/A | 0.219% | |
| 5/7/2025 | LPL Financial LLC | 318,224 | $4.05M | 0.0% | +5.3% | 3.766% | |
| 5/5/2025 | Private Advisor Group LLC | 75,396 | $959K | 0.0% | +14.8% | 0.892% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 21,254 | $270K | 0.0% | N/A | 0.252% | |
| 4/29/2025 | SimpliFi Inc. | 597,873 | $7.61M | 3.5% | +2.3% | 7.075% | |
| 4/22/2025 | Advisor Resource Council | 26,000 | $331K | 0.0% | N/A | 0.310% | |
| 4/21/2025 | Hamilton Capital Partners LLC | 10,361 | $132K | 0.1% | -96.3% | 0.123% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 128,892 | $1.64M | 0.1% | +4.1% | 1.534% | |
| 4/17/2025 | Grimes & Company Inc. | 67,370 | $857K | 0.0% | -10.4% | 0.802% | |
| 4/17/2025 | RiverTree Advisors LLC | 102,757 | $1.31M | 0.9% | N/A | 1.223% | |
| 2/17/2025 | Cetera Investment Advisers | 29,367 | $377K | 0.0% | +28.2% | 0.511% | |
| 2/14/2025 | Jane Street Group LLC | 33,703 | $433K | 0.0% | N/A | 0.586% | |
| 2/13/2025 | Raymond James Financial Inc. | 15,421 | $198K | 0.0% | N/A | 0.268% | |
| 2/11/2025 | LPL Financial LLC | 302,205 | $3.88M | 0.0% | +19.3% | 5.256% | |
| 2/7/2025 | Hamilton Capital Partners LLC | 278,362 | $3.58M | 2.2% | N/A | 4.841% | |
| 2/6/2025 | Raymond James Financial Inc. | 15,421 | $198K | 0.0% | N/A | 0.268% | |
| 2/5/2025 | Kovack Advisors Inc. | 15,245 | $196K | 0.0% | -40.1% | 0.265% | |
| 2/3/2025 | Private Advisor Group LLC | 65,679 | $844K | 0.0% | +25.2% | 1.142% | |
| 1/31/2025 | Truist Financial Corp | 39,899 | $513K | 0.0% | -37.8% | 0.694% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 11,512 | $148K | 0.0% | -8.1% | 0.200% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 3,430 | $44K | 0.0% | -27.8% | 0.060% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 30,110 | $385K | 0.0% | N/A | 0.524% | |
| 1/24/2025 | SimpliFi Inc. | 584,658 | $7.51M | 3.4% | +11.6% | 10.168% | |
| 1/24/2025 | RHS Financial LLC | 16,052 | $206K | 0.1% | -11.6% | 0.279% | |
| 1/21/2025 | Grimes & Company Inc. | 75,213 | $967K | 0.0% | +25.5% | 1.308% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 123,781 | $1.59M | 0.1% | +3.8% | 2.153% | |
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| 11/6/2024 | Kovack Advisors Inc. | 25,467 | $331K | 0.0% | -3.4% | 0.443% | |
| 10/30/2024 | Moloney Securities Asset Management LLC | 10,972 | $142K | 0.0% | N/A | 0.191% | |
| 10/23/2024 | Grimes & Company Inc. | 59,946 | $778K | 0.0% | +15.6% | 1.043% | |
| 10/23/2024 | SimpliFi Inc. | 523,961 | $6.80M | 3.0% | +2.4% | 9.112% | |
| 10/22/2024 | International Assets Investment Management LLC | 12,984 | $1.69M | 0.0% | +1,198.4% | 0.226% | |
| 10/22/2024 | Private Advisor Group LLC | 52,452 | $681K | 0.0% | +266.1% | 0.912% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 12,527 | $163K | 0.0% | +7.1% | 0.218% | |
| 7/25/2024 | SimpliFi Inc. | 511,577 | $6.55M | 3.0% | +2.6% | 8.897% | |
| 7/17/2024 | Aurora Private Wealth Inc. | 51,816 | $664K | 0.6% | +9.2% | 0.901% | |
| 7/16/2024 | RHS Financial LLC | 31,631 | $405K | 0.2% | +7.7% | 0.550% | |
| 4/22/2024 | Aurora Private Wealth Inc. | 47,445 | $606K | 0.5% | +4.6% | 0.847% | |
| 4/19/2024 | Cornerstone Wealth Management LLC | 118,983 | $1.53M | 0.1% | -0.7% | 2.532% | |
| 4/18/2024 | RHS Financial LLC | 29,371 | $378K | 0.2% | -17.9% | 0.625% | |
| 2/2/2024 | Truist Financial Corp | 62,706 | $784K | 0.0% | -8.1% | 1.334% | |
| 1/29/2024 | Tennessee Valley Asset Management Partners | 6,646 | $83K | 0.0% | N/A | 0.141% | |
| 1/24/2024 | International Assets Investment Management LLC | 12,500 | $156K | 0.0% | N/A | 0.266% | |
| 1/18/2024 | RHS Financial LLC | 35,754 | $447K | 0.3% | N/A | 0.761% | |
| 1/12/2024 | GPS Wealth Strategies Group LLC | 4,750 | $59K | 0.0% | -75.2% | 0.101% | |
| 1/12/2024 | Advisor Resource Council | 18,210 | $228K | 0.0% | N/A | 0.387% | |
| 1/10/2024 | Cornerstone Wealth Management LLC | 119,825 | $1.50M | 0.1% | -5.5% | 2.549% | |
| 11/8/2023 | Moors & Cabot Inc. | 13,500 | $163K | 0.0% | N/A | 0.287% | |
| 11/1/2023 | Csenge Advisory Group | 10,110 | $122K | 0.0% | -39.4% | 0.215% | |
| 10/11/2023 | SimpliFi Inc. | 32,914 | $397K | 0.2% | +2.7% | 0.700% | |
| 8/1/2023 | Truist Financial Corp | 73,003 | $860K | 0.0% | -4.7% | 1.553% | |
| 7/31/2023 | LPL Financial LLC | 180,466 | $2.13M | 0.0% | +13.5% | 3.840% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 17,827 | $210K | 0.0% | N/A | 0.379% | |
| 7/21/2023 | RHS Financial LLC | 23,109 | $272K | 0.2% | +11.1% | 0.492% | |
| 7/21/2023 | Kovack Advisors Inc. | 27,242 | $321K | 0.0% | -4.2% | 0.580% | |
| 7/20/2023 | Csenge Advisory Group | 16,689 | $197K | 0.0% | -6.7% | 0.355% | |
| 7/18/2023 | SimpliFi Inc. | 32,055 | $378K | 0.2% | N/A | 0.682% | |
| 7/17/2023 | GPS Wealth Strategies Group LLC | 19,136 | $225K | 0.0% | -14.0% | 0.407% | |
| 7/14/2023 | Cornerstone Wealth Management LLC | 126,708 | $1.49M | 0.1% | -8.6% | 2.696% | |
| 5/5/2023 | Truist Financial Corp | 76,571 | $903K | 0.0% | -13.4% | 1.612% | |
| 4/27/2023 | RHS Financial LLC | 20,791 | $245K | 0.2% | +49.4% | 0.438% | |
| 4/21/2023 | Kovack Advisors Inc. | 28,424 | $335K | 0.0% | -3.7% | 0.598% | |
| 4/17/2023 | GPS Wealth Strategies Group LLC | 22,242 | $262K | 0.1% | +6.9% | 0.468% | |
| 4/6/2023 | Aurora Private Wealth Inc. | 44,388 | $523K | 0.6% | +5.4% | 0.862% | |
| 2/15/2023 | Freedom Wealth Alliance LLC | 10,200 | $122K | 0.2% | N/A | 0.200% | |
| 2/8/2023 | Belpointe Asset Management LLC | 3,059 | $37K | 0.0% | N/A | 0.060% | |
| 2/7/2023 | LPL Financial LLC | 117,411 | $1.41M | 0.0% | +23.6% | 2.302% | |
| 1/24/2023 | RHS Financial LLC | 13,913 | $167K | 0.1% | N/A | 0.273% | |
| 1/13/2023 | Aurora Private Wealth Inc. | 42,106 | $505K | 0.6% | +2.3% | 0.826% | |
| 11/14/2022 | Kovack Advisors Inc. | 29,108 | $335K | 0.0% | +3.0% | 0.571% | |
| 10/26/2022 | Truist Financial Corp | 96,764 | $1.11M | 0.0% | -4.5% | 1.843% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 12,076 | $139K | 0.0% | +18.2% | 0.230% | |
| 10/14/2022 | Cornerstone Wealth Management LLC | 129,171 | $1.49M | 0.2% | +5.8% | 2.460% | |
| 10/4/2022 | Csenge Advisory Group | 14,543 | $167K | 0.0% | +9.1% | 0.277% | |
| 8/4/2022 | Cornerstone Wealth Management LLC | 122,037 | $1.51M | 0.2% | +2.6% | 2.303% | |
| 7/27/2022 | Csenge Advisory Group | 13,325 | $165K | 0.0% | N/A | 0.251% | |
| 7/27/2022 | Advisor Resource Council | 20,732 | $256K | 0.0% | N/A | 0.391% | |
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| 7/19/2022 | GPS Wealth Strategies Group LLC | 20,569 | $254K | 0.1% | +722.8% | 0.388% | |
| 7/15/2022 | RHS Financial LLC | 26,441 | $327K | 0.3% | +13.1% | 0.499% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 44,076 | $636K | 0.0% | +94.8% | 0.832% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 13,461 | $194K | 0.0% | -32.1% | 0.254% | |
| 4/22/2022 | Truist Financial Corp | 101,271 | $1.46M | 0.0% | -4.9% | 1.929% | |
| 4/21/2022 | Cornerstone Wealth Management LLC | 118,912 | $1.72M | 0.2% | +13.7% | 2.265% | |
| 4/14/2022 | RHS Financial LLC | 23,373 | $337K | 0.2% | -61.1% | 0.445% | |
| 2/15/2022 | Cornerstone Wealth Management LLC | 104,600 | $1.60M | 0.2% | +16.1% | 2.202% | |
| 2/11/2022 | Advisor Resource Council | 17,357 | $265K | 0.0% | N/A | 0.365% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 22,626 | $346K | 0.0% | +35.3% | 0.476% | |
