| 8/1/2025 | Envestnet Asset Management Inc. | 9,780 | $220K | 0.0% | N/A | 0.263% | |
| 7/25/2025 | CWM LLC | 12,414 | $280K | 0.0% | -26.3% | 0.333% | |
| 7/24/2025 | Etesian Wealth Advisors Inc. | 26,135 | $589K | 0.2% | N/A | 0.702% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 36,646 | $826K | 0.2% | +1.5% | 0.984% | |
| 7/17/2025 | Robbins Farley | 120,883 | $2.73M | 1.3% | +3.3% | 3.289% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 89,975 | $2.03M | 0.0% | +4.1% | 2.448% | |
| 7/16/2025 | ORG Partners LLC | 1,500 | $34K | 0.0% | N/A | 0.041% | |
| 7/16/2025 | Leading Edge Financial Planning LLC | 11,185 | $252K | 0.1% | +7.4% | 0.304% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 21,535 | $486K | 0.2% | +6.4% | 0.590% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,758 | $85K | 0.0% | -20.7% | 0.103% | |
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| 7/8/2025 | Granite Bay Wealth Management LLC | 646,152 | $14.57M | 4.7% | +9.7% | 17.703% | |
| 5/19/2025 | Jane Street Group LLC | 35,756 | $801K | 0.0% | +261.4% | 1.090% | |
| 5/13/2025 | HighTower Advisors LLC | 22,912 | $513K | 0.0% | N/A | 0.699% | |
| 5/7/2025 | LPL Financial LLC | 73,591 | $1.65M | 0.0% | +564.7% | 2.244% | |
| 5/1/2025 | CWM LLC | 16,840 | $377K | 0.0% | +206.0% | 0.547% | |
| 4/23/2025 | Leading Edge Financial Planning LLC | 10,414 | $233K | 0.1% | N/A | 0.338% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,975 | $380K | 0.0% | N/A | 0.551% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 86,460 | $1.94M | 0.0% | +7.4% | 2.807% | |
| 4/10/2025 | Granite Bay Wealth Management LLC | 589,250 | $13.21M | 4.6% | +8.0% | 21.427% | |
| 2/17/2025 | Bank of America Corp DE | 170,924 | $3.85M | 0.0% | +9.1% | 9.767% | |
| 2/14/2025 | Jane Street Group LLC | 9,895 | $223K | 0.0% | -53.3% | 0.565% | |
| 2/14/2025 | The Manufacturers Life Insurance Company | 430,088 | $9.69M | 0.0% | -32.8% | 24.576% | |
| 2/13/2025 | Zacks Investment Management | 89,522 | $2.02M | 0.0% | -3.5% | 5.116% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 41,800 | $942K | 0.0% | N/A | 2.389% | |
| 2/11/2025 | 1620 Investment Advisors Inc. | 52,159 | $1.18M | 0.9% | +4.9% | 2.981% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 19,709 | $444K | 0.0% | +25.1% | 1.126% | |
| 2/6/2025 | Atria Investments Inc | 96,184 | $2.17M | 0.0% | +5.1% | 5.496% | |
| 1/31/2025 | 3EDGE Asset Management LP | 50,695 | $1.14M | 0.1% | -1.6% | 2.897% | |
| 1/31/2025 | Sanctuary Advisors LLC | 100,249 | $2.28M | 0.0% | +4.8% | 5.729% | |
| 1/27/2025 | Beacon Financial Advisory LLC | 35,763 | $806K | 0.3% | +2.6% | 2.044% | |
| 1/27/2025 | Robbins Farley | 117,380 | $2.64M | 1.3% | +3.3% | 6.707% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 80,485 | $1.81M | 0.0% | -14.8% | 4.599% | |
| 1/14/2025 | Quad Cities Investment Group LLC | 20,063 | $452K | 0.2% | +6.8% | 1.146% | |
| 1/13/2025 | Granite Bay Wealth Management LLC | 545,777 | $12.29M | 4.6% | +5.2% | 31.187% | |
| 11/25/2024 | Sanctuary Advisors LLC | 95,675 | $2.21M | 0.0% | +7.9% | 5.467% | |
| 11/18/2024 | Empire Financial Management Company LLC | 9,567 | $222K | 0.1% | +5.5% | 0.547% | |
| 11/15/2024 | Zacks Investment Management | 92,771 | $2.16M | 0.0% | N/A | 5.301% | |
| 11/15/2024 | Jane Street Group LLC | 21,186 | $492K | 0.0% | -32.5% | 1.211% | |
| 11/13/2024 | The Manufacturers Life Insurance Company | 640,089 | $14.88M | 0.0% | -9.9% | 36.577% | |
| 11/1/2024 | Atria Investments Inc | 91,508 | $2.13M | 0.0% | +3.9% | 5.229% | |
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| 10/30/2024 | Beacon Financial Advisory LLC | 34,844 | $810K | 0.3% | +1.7% | 1.991% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 94,435 | $2.20M | 0.0% | +5.0% | 5.396% | |
| 10/29/2024 | Farther Finance Advisors LLC | 4,906 | $114K | 0.0% | N/A | 0.280% | |
| 10/25/2024 | 1620 Investment Advisors Inc. | 49,740 | $1.16M | 0.8% | +2.9% | 2.842% | |
| 10/24/2024 | Capital Advisors Ltd. LLC | 3,845 | $89K | 0.0% | -27.5% | 0.220% | |
| 10/16/2024 | Quad Cities Investment Group LLC | 18,784 | $437K | 0.2% | +9.5% | 1.073% | |
| 10/8/2024 | CWM LLC | 5,066 | $118K | 0.0% | +43.0% | 0.289% | |
| 10/3/2024 | Granite Bay Wealth Management LLC | 518,950 | $12.06M | 6.8% | +5.9% | 29.654% | |
| 9/5/2024 | Sanctuary Advisors LLC | 88,667 | $1.94M | 0.0% | N/A | 5.067% | |
| 8/21/2024 | Granite Bay Wealth Management LLC | 490,039 | $10.95M | 0.4% | +17.3% | 28.002% | |
| 8/15/2024 | The Manufacturers Life Insurance Company | 710,109 | $15.87M | 0.0% | -15.5% | 40.578% | |
| 7/26/2024 | Beacon Financial Advisory LLC | 34,250 | $766K | 0.3% | N/A | 1.957% | |
| 7/25/2024 | Capital Advisors Ltd. LLC | 5,307 | $119K | 0.0% | +89.1% | 0.303% | |
| 7/23/2024 | 1620 Investment Advisors Inc. | 48,357 | $1.08M | 0.8% | +5.6% | 2.763% | |
| 7/17/2024 | Robbins Farley | 108,565 | $2.43M | 1.3% | +2.7% | 6.204% | |
| 7/15/2024 | Granite Bay Wealth Management LLC | 28,548,107 | $636.16M | 6.4% | +6,734.7% | 1,631.320% | |
| 7/13/2024 | Quad Cities Investment Group LLC | 17,161 | $384K | 0.2% | +5.9% | 0.981% | |
| 7/10/2024 | CWM LLC | 3,543 | $79K | 0.0% | N/A | 0.202% | |
| 5/21/2024 | Atria Investments Inc | 83,912 | $1.89M | 0.0% | -2.4% | 4.795% | |
| 4/30/2024 | Granite Bay Wealth Management LLC | 417,695 | $9.39M | 5.3% | -98.0% | 24.570% | |
| 4/13/2024 | Quad Cities Investment Group LLC | 16,200 | $364K | 0.2% | +11.3% | 0.953% | |
| 4/11/2024 | Fortitude Family Office LLC | 1,310 | $29K | 0.0% | -39.7% | 0.077% | |
| 2/1/2024 | Robbins Farley | 81,445 | $1.77M | 1.1% | +2.2% | 6.265% | |
| 1/29/2024 | Granite Bay Wealth Management LLC | 21,234,613 | $441.84M | 3.8% | +2.9% | 1,633.432% | |
| 1/24/2024 | International Assets Investment Management LLC | 6,510 | $141K | 0.0% | N/A | 0.501% | |
| 1/16/2024 | 3EDGE Asset Management LP | 55,835 | $1.21M | 0.1% | +7.9% | 4.295% | |
| 1/12/2024 | Fortitude Family Office LLC | 2,174 | $47K | 0.0% | N/A | 0.167% | |
| 1/10/2024 | Quad Cities Investment Group LLC | 14,551 | $316K | 0.2% | +13.4% | 1.119% | |
| 10/24/2023 | Robbins Farley | 79,660 | $1.65M | 1.1% | +21.2% | 6.128% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 11,949 | $248K | 0.0% | N/A | 0.919% | |
| 10/16/2023 | 3EDGE Asset Management LP | 51,765 | $1.07M | 0.1% | +7.6% | 3.982% | |
| 10/12/2023 | Granite Bay Wealth Management LLC | 20,630,725 | $434.96M | 4.3% | +7,049.9% | 1,586.979% | |
| 10/5/2023 | Quad Cities Investment Group LLC | 12,837 | $266K | 0.2% | N/A | 0.987% | |
| 8/14/2023 | 1620 Investment Advisors Inc. | 42,109 | $883K | 1.0% | +4.5% | 3.239% | |
| 8/4/2023 | Atria Investments Inc | 85,045 | $1.78M | 0.0% | N/A | 6.542% | |
| 7/19/2023 | Granite Bay Wealth Management LLC | 288,546 | $6.05M | 5.6% | +146.0% | 24.662% | |
| 7/14/2023 | 3EDGE Asset Management LP | 48,131 | $1.01M | 0.1% | +24.2% | 4.114% | |
| 5/10/2023 | 1620 Investment Advisors Inc. | 40,306 | $850K | 1.0% | +7.3% | 4.031% | |
| 5/4/2023 | Robbins Farley | 66,245 | $1.40M | 0.9% | N/A | 6.625% | |
| 4/20/2023 | Granite Bay Wealth Management LLC | 117,290 | $2.47M | 1.7% | +100.2% | 11.729% | |
| 2/7/2023 | Capital Advisors Ltd. LLC | 2,807 | $61K | 0.0% | -70.4% | 0.330% | |
| 1/26/2023 | Granite Bay Wealth Management LLC | 58,600 | $1.27M | 0.8% | N/A | 6.894% | |
| 11/15/2022 | 1620 Investment Advisors Inc. | 28,126 | $620K | 0.9% | +1.8% | 2.757% | |
| 11/9/2022 | Capital Advisors Ltd. LLC | 9,479 | $209K | 0.0% | +42.1% | 0.929% | |
| 11/3/2022 | The Manufacturers Life Insurance Company | 840,000 | $18.51M | 0.0% | -22.9% | 80.000% | |
| 8/9/2022 | 1620 Investment Advisors Inc. | 27,641 | $622K | 0.9% | N/A | 2.710% | |
| 8/5/2022 | Capital Advisors Ltd. LLC | 6,672 | $150K | 0.0% | N/A | 0.654% | |
