| 5/28/2025 | Anderson Financial Strategies LLC | 215,516 | $7.94M | 4.9% | -7.0% | 4.319% | |
| 5/19/2025 | Jane Street Group LLC | 36,392 | $1.34M | 0.0% | -15.4% | 0.729% | |
| 5/14/2025 | Comerica Bank | 5,828 | $215K | 0.0% | +132.0% | 0.118% | |
| 5/14/2025 | Flow Traders U.S. LLC | 12,398 | $457K | 0.0% | N/A | 0.251% | |
| 5/13/2025 | Raymond James Financial Inc. | 255,193 | $9.40M | 0.0% | +0.6% | 5.166% | |
| 5/8/2025 | MMA Asset Management LLC | 5,751 | $212K | 0.1% | +5.9% | 0.116% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 3,534 | $130K | 0.0% | N/A | 0.072% | |
| 5/7/2025 | LPL Financial LLC | 1,295,253 | $47.72M | 0.0% | -12.9% | 26.220% | |
| 5/5/2025 | Private Advisor Group LLC | 130,339 | $4.80M | 0.0% | +1.3% | 2.638% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 12,316 | $454K | 0.0% | +3.7% | 0.249% | |
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| 5/2/2025 | Sigma Planning Corp | 6,245 | $230K | 0.0% | +12.1% | 0.126% | |
| 5/1/2025 | CWM LLC | 2,394 | $88K | 0.0% | N/A | 0.048% | |
| 5/1/2025 | Platform Technology Partners | 23,472 | $865K | 0.3% | +12.9% | 0.475% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 68,349 | $2.52M | 0.0% | N/A | 1.384% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 69,705 | $2.57M | 0.0% | +13.1% | 1.411% | |
| 4/28/2025 | Private Trust Co. NA | 6,266 | $231K | 0.0% | +37.8% | 0.127% | |
| 4/21/2025 | Good Steward Wealth Advisors LLC | 177,608 | $6.54M | 6.0% | N/A | 3.524% | |
| 4/21/2025 | Advisory Resource Group | 96,870 | $3.57M | 0.7% | +7.9% | 1.922% | |
| 4/18/2025 | Wagner Wealth Management LLC | 557,906 | $20.55M | 5.1% | +6.6% | 11.070% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 115,838 | $4.27M | 0.0% | +242.7% | 2.298% | |
| 4/11/2025 | Fjell Capital LLC | 83,688 | $3.08M | 3.1% | -7.8% | 1.660% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 33,798 | $1.25M | 0.0% | N/A | 0.684% | |
| 2/19/2025 | Retirement Planning Group LLC NY | 7,671 | $283K | 0.3% | N/A | 0.219% | |
| 2/18/2025 | Western Wealth Management LLC | 40,051 | $1.48M | 0.4% | +76.0% | 1.144% | |
| 2/17/2025 | Redwood Financial Network Corp | 11,464 | $423K | 0.3% | -3.2% | 0.328% | |
| 2/17/2025 | Citadel Advisors LLC | 23,480 | $866K | 0.0% | N/A | 0.671% | |
| 2/17/2025 | Anderson Financial Strategies LLC | 231,835 | $8.55M | 5.2% | N/A | 6.624% | |
| 2/14/2025 | Jane Street Group LLC | 43,006 | $1.59M | 0.0% | +510.3% | 1.229% | |
| 2/14/2025 | IHT Wealth Management LLC | 128,873 | $4.76M | 0.2% | +12.2% | 3.682% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 61,651 | $2.28M | 0.0% | -6.0% | 1.761% | |
| 2/12/2025 | Alliancebernstein L.P. | 273,684 | $10.10M | 0.0% | +65.9% | 7.820% | |
| 2/11/2025 | LPL Financial LLC | 1,486,525 | $54.85M | 0.0% | +15.0% | 42.472% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 10,156 | $375K | 0.0% | +6.6% | 0.290% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 48,216 | $1.78M | 0.0% | +27.0% | 1.378% | |
| 2/7/2025 | Independent Advisor Alliance | 13,619 | $502K | 0.0% | N/A | 0.389% | |
| 2/6/2025 | Raymond James Financial Inc. | 253,644 | $9.36M | 0.0% | N/A | 7.247% | |
| 2/5/2025 | MMA Asset Management LLC | 5,430 | $200K | 0.1% | N/A | 0.155% | |
| 2/5/2025 | Fjell Capital LLC | 90,756 | $3.35M | 3.5% | N/A | 2.593% | |
| 2/3/2025 | Sigma Planning Corp | 5,570 | $206K | 0.0% | N/A | 0.159% | |
| 2/3/2025 | Private Advisor Group LLC | 128,667 | $4.75M | 0.0% | +45.6% | 3.676% | |
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| 2/3/2025 | Good Life Advisors LLC | 7,791 | $287K | 0.0% | -7.6% | 0.223% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 6,494 | $241K | 0.0% | +10.6% | 0.186% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 8,127 | $300K | 0.0% | -54.1% | 0.232% | |
| 1/29/2025 | Wagner Wealth Management LLC | 523,281 | $19.31M | 5.0% | +14.2% | 14.951% | |
| 1/28/2025 | Advisory Resource Group | 89,777 | $3.31M | 0.7% | +3.4% | 2.565% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 11,877 | $438K | 0.0% | +7.8% | 0.339% | |
| 1/28/2025 | Platform Technology Partners | 20,787 | $767K | 0.2% | +56.1% | 0.594% | |
| 1/27/2025 | Financial Advocates Investment Management | 77,720 | $2.87M | 0.2% | +8.4% | 2.221% | |
| 1/21/2025 | Avaii Wealth Management LLC | 15,132 | $558K | 0.3% | +3.4% | 0.432% | |
| 12/26/2024 | JPMorgan Chase & Co. | 12,320 | $463K | 0.0% | N/A | 0.352% | |
| 11/20/2024 | Advisory Resource Group | 86,803 | $3.27M | 0.7% | -1.0% | 2.480% | |
| 11/15/2024 | Jane Street Group LLC | 7,047 | $265K | 0.0% | N/A | 0.201% | |
| 11/15/2024 | IHT Wealth Management LLC | 114,895 | $4.32M | 0.1% | N/A | 3.283% | |
| 11/14/2024 | Captrust Financial Advisors | 8,820 | $332K | 0.0% | -9.7% | 0.252% | |
| 11/5/2024 | Platform Technology Partners | 13,313 | $501K | 0.2% | +22.9% | 0.380% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 17,715 | $666K | 0.0% | -10.7% | 0.506% | |
| 10/25/2024 | Financial Advocates Investment Management | 71,727 | $2.70M | 0.1% | +13.2% | 2.049% | |
| 10/22/2024 | Private Advisor Group LLC | 88,392 | $3.32M | 0.0% | +192.7% | 2.525% | |
| 10/16/2024 | Good Life Advisors LLC | 8,431 | $317K | 0.0% | N/A | 0.241% | |
| 10/16/2024 | Avaii Wealth Management LLC | 14,634 | $550K | 0.3% | -34.6% | 0.418% | |
| 10/11/2024 | Wagner Wealth Management LLC | 458,308 | $17.24M | 4.7% | +7.8% | 13.095% | |
| 10/8/2024 | CWM LLC | 1,916 | $72K | 0.0% | N/A | 0.055% | |
| 9/5/2024 | Sanctuary Advisors LLC | 10,062 | $363K | 0.0% | N/A | 0.287% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 73,738 | $2.69M | 0.0% | +76.8% | 2.107% | |
| 8/8/2024 | LPL Financial LLC | 1,173,250 | $42.72M | 0.0% | +4.3% | 33.521% | |
| 8/7/2024 | Redwood Financial Network Corp | 13,257 | $483K | 0.4% | -8.5% | 0.379% | |
| 8/5/2024 | Private Advisor Group LLC | 30,196 | $1.10M | 0.0% | N/A | 0.863% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 25,054 | $912K | 0.0% | +100.4% | 0.716% | |
| 7/29/2024 | Financial Advocates Investment Management | 63,385 | $2.31M | 0.1% | +87.6% | 1.811% | |
| 7/25/2024 | Systelligence LLC | 56,803 | $2.07M | 0.6% | +0.5% | 1.623% | |
| 7/24/2024 | Advisory Resource Group | 87,698 | $3.19M | 0.7% | +3.3% | 2.506% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 9,311 | $339K | 0.0% | +28.7% | 0.266% | |
| 5/17/2024 | Advisory Resource Group | 84,920 | $3.12M | 0.7% | +3.4% | 2.426% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 11,021 | $405K | 0.0% | +39.9% | 0.315% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,234 | $266K | 0.0% | +25.4% | 0.207% | |
| 4/12/2024 | Systelligence LLC | 56,500 | $2.08M | 0.5% | -3.2% | 2.678% | |
| 2/13/2024 | Platform Technology Partners | 10,596 | $386K | 0.2% | N/A | 0.502% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 7,666 | $280K | 0.0% | N/A | 0.363% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 7,879 | $288K | 0.0% | N/A | 0.373% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 5,767 | $211K | 0.0% | N/A | 0.273% | |
| 2/7/2024 | Principal Securities Inc. | 12,707 | $464K | 0.0% | N/A | 0.602% | |
| 2/6/2024 | Vestmark Advisory Solutions Inc. | 7,138 | $261K | 0.0% | N/A | 0.338% | |
| 2/5/2024 | Avaii Wealth Management LLC | 27,397 | $1M | 0.7% | -1.3% | 1.298% | |
| 1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 1,087 | $39K | 0.0% | N/A | 0.052% | |
| 1/19/2024 | Wagner Wealth Management LLC | 29,535 | $1.08M | 0.4% | N/A | 1.400% | |
| 1/16/2024 | Raymond James & Associates | 7,324 | $267K | 0.0% | N/A | 0.347% | |
| 1/8/2024 | Systelligence LLC | 58,397 | $2.13M | 0.6% | -38.4% | 2.768% | |
| 12/5/2023 | Advisory Resource Group | 81,936 | $2.85M | 0.8% | N/A | 3.883% | |
| 11/13/2023 | LPL Financial LLC | 585,017 | $20.36M | 0.0% | +5.0% | 27.726% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 97,888 | $3.41M | 0.0% | -33.6% | 4.639% | |
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| 11/8/2023 | Redwood Financial Network Corp | 15,987 | $556K | 0.6% | -2.6% | 0.758% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 57,385 | $2.00M | 0.0% | -26.2% | 2.720% | |
| 10/17/2023 | TPG Financial Advisors LLC | 243,897 | $8.49M | 4.4% | N/A | 11.559% | |
| 10/10/2023 | Systelligence LLC | 94,812 | $3.30M | 0.9% | N/A | 4.493% | |
| 8/14/2023 | Redwood Financial Network Corp | 16,420 | $580K | 0.5% | N/A | 0.778% | |
| 8/9/2023 | Flow Traders U.S. LLC | 14,107 | $499K | 0.0% | N/A | 0.669% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 147,526 | $5.21M | 0.0% | N/A | 7.724% | |
| 7/31/2023 | LPL Financial LLC | 557,237 | $19.69M | 0.0% | N/A | 29.175% | |
| 7/31/2023 | Avaii Wealth Management LLC | 27,668 | $978K | 0.8% | N/A | 1.449% | |
| 7/28/2023 | Private Trust Co. NA | 3,998 | $141K | 0.0% | N/A | 0.209% | |
