| 5/20/2025 | Belpointe Asset Management LLC | 27,688 | $1.11M | 0.1% | -17.8% | 1.086% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 14,046 | $565K | 0.0% | N/A | 0.551% | |
| 5/13/2025 | Intrepid Financial Planning Group LLC | 19,045 | $765K | 0.4% | +249.4% | 0.747% | |
| 5/12/2025 | Benjamin Edwards Inc. | 32,116 | $1.29M | 0.0% | +13.9% | 1.259% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 10,431 | $419K | 0.0% | -6.6% | 0.409% | |
| 5/7/2025 | LPL Financial LLC | 359,301 | $14.44M | 0.0% | +19.3% | 14.090% | |
| 5/6/2025 | Cetera Investment Advisers | 187,175 | $7.52M | 0.0% | -4.5% | 7.340% | |
| 5/6/2025 | Kovack Advisors Inc. | 7,000 | $281K | 0.0% | -10.0% | 0.275% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 10,176 | $409K | 0.0% | -48.4% | 0.399% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 310,647 | $12.49M | 0.0% | +14.3% | 12.182% | |
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| 4/29/2025 | Concurrent Investment Advisors LLC | 33,883 | $1.36M | 0.0% | -3.2% | 1.329% | |
| 4/28/2025 | Private Trust Co. NA | 1,326 | $53K | 0.0% | +63.3% | 0.052% | |
| 4/24/2025 | Golden State Wealth Management LLC | 184,118 | $7.40M | 1.1% | -1.2% | 7.220% | |
| 4/23/2025 | Golden State Equity Partners | 88,786 | $3.54M | 0.7% | -10.8% | 3.482% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 550,074 | $22.11M | 0.1% | -3.4% | 21.572% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 22,172 | $891K | 0.0% | -2.6% | 0.869% | |
| 2/18/2025 | Breakthru Advisory Services LLC | 6,870 | $257K | 0.2% | N/A | 0.280% | |
| 2/17/2025 | Cetera Investment Advisers | 195,945 | $7.32M | 0.0% | +7.0% | 7.998% | |
| 2/17/2025 | Benjamin Edwards Inc. | 28,186 | $1.05M | 0.0% | +6.6% | 1.150% | |
| 2/13/2025 | LaSalle St. Investment Advisors LLC | 24,683 | $922K | 0.3% | N/A | 1.007% | |
| 2/13/2025 | Raymond James Financial Inc. | 14,378 | $537K | 0.0% | N/A | 0.587% | |
| 2/13/2025 | Certior Financial Group LLC | 9,516 | $356K | 0.3% | N/A | 0.388% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 271,898 | $10.16M | 0.0% | +2.5% | 11.098% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 37,637 | $1.41M | 0.0% | -0.9% | 1.536% | |
| 2/11/2025 | LPL Financial LLC | 301,200 | $11.26M | 0.0% | -2.1% | 12.294% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 22,769 | $851K | 0.0% | +15.7% | 0.929% | |
| 2/6/2025 | Raymond James Financial Inc. | 14,378 | $537K | 0.0% | N/A | 0.587% | |
| 2/5/2025 | Private Trust Co. NA | 812 | $30K | 0.0% | +254.6% | 0.033% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 6,398 | $239K | 0.0% | -5.2% | 0.261% | |
| 2/5/2025 | Kovack Advisors Inc. | 7,775 | $291K | 0.0% | -8.5% | 0.317% | |
| 2/4/2025 | Bank of New York Mellon Corp | 10,856 | $406K | 0.0% | +13.7% | 0.443% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 35,011 | $1.31M | 0.0% | +2.3% | 1.429% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 11,171 | $417K | 0.0% | -69.4% | 0.456% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 15,545 | $581K | 0.0% | +3.8% | 0.634% | |
| 1/30/2025 | Principal Securities Inc. | 13,839 | $517K | 0.0% | +3.1% | 0.565% | |
| 1/27/2025 | Financial Advocates Investment Management | 18,698 | $699K | 0.0% | -5.2% | 0.763% | |
| 1/24/2025 | Golden State Equity Partners | 99,579 | $3.72M | 0.7% | -32.1% | 4.064% | |
| 11/18/2024 | Asset Allocation Strategies LLC | 5,284 | $202K | 0.1% | N/A | 0.216% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 37,982 | $1.45M | 0.0% | -4.0% | 1.550% | |
| 11/15/2024 | HighTower Advisors LLC | 7,140 | $271K | 0.0% | +23.7% | 0.291% | |
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| 11/15/2024 | Benjamin Edwards Inc. | 26,439 | $1.01M | 0.0% | N/A | 1.079% | |
| 11/6/2024 | Kovack Advisors Inc. | 8,500 | $325K | 0.0% | -8.5% | 0.347% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 34,217 | $1.31M | 0.0% | +217.0% | 1.397% | |
| 10/25/2024 | Financial Advocates Investment Management | 19,729 | $754K | 0.0% | -5.0% | 0.805% | |
| 10/25/2024 | Golden State Equity Partners | 116,608 | $4.45M | 1.0% | -10.8% | 4.760% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 14,980 | $573K | 0.0% | +15.0% | 0.611% | |
| 10/11/2024 | Iams Wealth Management LLC | 6,894 | $264K | 0.1% | +4.9% | 0.281% | |
| 8/22/2024 | Cetera Investment Advisers | 182,504 | $6.46M | 0.0% | +1.8% | 7.449% | |
| 8/21/2024 | Truist Financial Corp | 28,158 | $997K | 0.0% | -3.7% | 1.149% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 26,282 | $931K | 0.0% | +7.9% | 1.073% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 13,031 | $461K | 0.0% | +33.9% | 0.532% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 267,669 | $9.48M | 0.0% | +0.8% | 10.925% | |
| 8/2/2024 | Belpointe Asset Management LLC | 33,691 | $1.19M | 0.1% | -8.5% | 1.375% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 10,794 | $382K | 0.0% | N/A | 0.441% | |
| 7/30/2024 | Golden State Equity Partners | 130,733 | $4.62M | 1.0% | N/A | 5.336% | |
| 7/29/2024 | Financial Advocates Investment Management | 20,762 | $735K | 0.0% | -7.0% | 0.847% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 297,429 | $10.53M | 0.0% | -18.1% | 12.140% | |
| 7/26/2024 | Bank of New York Mellon Corp | 8,818 | $312K | 0.0% | +12.1% | 0.360% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 39,911 | $1.41M | 0.0% | +2.0% | 1.629% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 23,387 | $828K | 0.0% | +3.5% | 0.955% | |
| 5/24/2024 | Cetera Advisors LLC | 27,830 | $996K | 0.0% | +27.9% | 1.136% | |
| 5/24/2024 | Cetera Investment Advisers | 179,300 | $6.42M | 0.0% | +75.4% | 7.318% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 40,065 | $1.43M | 0.0% | -7.9% | 1.635% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 66,531 | $2.38M | 0.0% | +7.7% | 2.716% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 22,607 | $809K | 0.0% | +19.8% | 0.923% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 9,731 | $348K | 0.0% | N/A | 0.397% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 363,173 | $13.00M | 0.1% | +43.5% | 14.823% | |
| 4/18/2024 | Iams Wealth Management LLC | 7,299 | $256K | 0.2% | -9.1% | 0.252% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 43,480 | $1.46M | 0.0% | -4.0% | 1.499% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 253,105 | $8.49M | 0.0% | -3.3% | 8.728% | |
| 2/8/2024 | Financial Advocates Investment Management | 24,594 | $825K | 0.1% | -2.8% | 0.848% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 61,783 | $2.07M | 0.0% | +6.5% | 2.130% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 18,871 | $633K | 0.0% | +8.1% | 0.651% | |
| 2/7/2024 | Iams Wealth Management LLC | 8,031 | $269K | 0.2% | N/A | 0.277% | |
| 2/7/2024 | Principal Securities Inc. | 10,659 | $358K | 0.0% | N/A | 0.368% | |
| 2/6/2024 | Private Advisor Group LLC | 8,590 | $288K | 0.0% | -25.7% | 0.296% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 24,378 | $818K | 0.0% | +4.1% | 0.841% | |
| 2/2/2024 | Golden State Equity Partners | 143,471 | $4.81M | 1.2% | -10.7% | 4.947% | |
| 2/2/2024 | Truist Financial Corp | 198,669 | $6.67M | 0.0% | -3.6% | 6.851% | |
| 2/2/2024 | Kovack Advisors Inc. | 9,650 | $324K | 0.0% | -15.0% | 0.333% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 60,840 | $2.04M | 0.0% | -3.0% | 2.098% | |
| 1/25/2024 | International Assets Investment Management LLC | 22,450 | $753K | 0.0% | N/A | 0.774% | |
| 1/24/2024 | International Assets Investment Management LLC | 22,450 | $753K | 0.0% | N/A | 0.774% | |
| 1/16/2024 | Raymond James & Associates | 15,389 | $516K | 0.0% | -8.0% | 0.531% | |
| 1/12/2024 | Advisor Resource Council | 7,120 | $239K | 0.0% | N/A | 0.246% | |
| 11/16/2023 | Belpointe Asset Management LLC | 39,039 | $1.22M | 0.1% | -10.4% | 1.346% | |
| 11/13/2023 | LPL Financial LLC | 460,646 | $14.35M | 0.0% | -20.9% | 15.884% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 274,003 | $8.54M | 0.0% | -2.0% | 9.448% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 17,450 | $544K | 0.0% | N/A | 0.602% | |
| 11/13/2023 | Kestra Advisory Services LLC | 74,056 | $2.31M | 0.0% | +25.8% | 2.554% | |
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| 11/8/2023 | Atria Wealth Solutions Inc. | 62,710 | $1.95M | 0.0% | -6.0% | 2.162% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 58,030 | $1.81M | 0.0% | +21.3% | 2.001% | |
| 11/4/2023 | NBC Securities Inc. | 1,014 | $31K | 0.0% | N/A | 0.035% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 45,287 | $1.41M | 0.0% | -6.5% | 1.562% | |
| 10/27/2023 | Financial Advocates Investment Management | 25,309 | $788K | 0.1% | -3.8% | 0.873% | |
| 10/24/2023 | Raymond James & Associates | 16,719 | $521K | 0.0% | -12.5% | 0.577% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 261,695 | $8.15M | 0.0% | -21.0% | 9.024% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 18,793 | $585K | 0.0% | -19.9% | 0.648% | |
| 10/20/2023 | Golden State Equity Partners | 160,699 | $5.04M | 1.4% | +9.8% | 5.541% | |
| 10/12/2023 | IFP Advisors Inc | 9,338 | $291K | 0.0% | +61.1% | 0.322% | |
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