| 5/22/2025 | Mattson Financial Services LLC | 14,601 | $434K | 0.1% | N/A | 0.896% | |
| 5/14/2025 | Kestra Advisory Services LLC | 50,161 | $1.49M | 0.0% | -26.0% | 2.986% | |
| 5/8/2025 | Harbour Investments Inc. | 29,465 | $876K | 0.0% | -36.4% | 1.754% | |
| 5/8/2025 | Grantvest Financial Group LLC | 23,533 | $700K | 0.6% | -5.4% | 1.401% | |
| 5/7/2025 | American Asset Management Inc. | 180,995 | $5.38M | 5.4% | -2.9% | 10.774% | |
| 5/6/2025 | Cetera Investment Advisers | 63,568 | $1.89M | 0.0% | -7.6% | 3.784% | |
| 5/6/2025 | AE Wealth Management LLC | 12,905 | $384K | 0.0% | -16.6% | 0.768% | |
| 5/6/2025 | PFG Advisors | 10,346 | $308K | 0.0% | -11.4% | 0.616% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 26,901 | $747K | 0.1% | N/A | 1.601% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 107,104 | $3.18M | 0.9% | +6.8% | 3.455% | |
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| 4/23/2025 | Spire Wealth Management | 26,920 | $800K | 0.0% | -21.9% | 0.868% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 26,901 | $747K | 0.1% | N/A | 0.868% | |
| 4/9/2025 | Paladin Wealth LLC | 14,157 | $421K | 0.4% | -40.7% | 0.457% | |
| 4/9/2025 | Gradient Investments LLC | 1,456,177 | $43.30M | 0.9% | +2.1% | 46.973% | |
| 4/9/2025 | NBC Securities Inc. | 5,103 | $151K | 0.0% | +101,960.0% | 0.165% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 12,524 | $383K | 0.1% | -9.0% | 0.404% | |
| 2/18/2025 | First Heartland Consultants Inc. | 9,568 | $287K | 0.0% | -4.0% | 1.196% | |
| 2/17/2025 | Cetera Investment Advisers | 68,826 | $2.07M | 0.0% | +14.4% | 8.603% | |
| 2/17/2025 | Citadel Advisors LLC | 18,438 | $554K | 0.0% | N/A | 2.305% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 7,902 | $237K | 0.0% | N/A | 0.988% | |
| 2/14/2025 | Jane Street Group LLC | 12,932 | $388K | 0.0% | -43.1% | 1.617% | |
| 2/13/2025 | Raymond James Financial Inc. | 41,309 | $1.24M | 0.0% | N/A | 5.164% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 6,811 | $205K | 0.0% | -35.6% | 0.851% | |
| 2/12/2025 | OLD Mission Capital LLC | 22,953 | $689K | 0.0% | -51.4% | 2.869% | |
| 2/11/2025 | Grantvest Financial Group LLC | 24,866 | $747K | 0.8% | N/A | 3.108% | |
| 2/11/2025 | LPL Financial LLC | 11,990 | $360K | 0.0% | +48.9% | 1.499% | |
| 2/10/2025 | Harbour Investments Inc. | 46,293 | $1.39M | 0.0% | -23.0% | 5.787% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 138,054 | $4.15M | 0.0% | -0.7% | 17.257% | |
| 2/7/2025 | PFG Advisors | 11,677 | $351K | 0.0% | -48.5% | 1.460% | |
| 2/6/2025 | Raymond James Financial Inc. | 41,309 | $1.24M | 0.0% | N/A | 5.164% | |
| 2/4/2025 | Brown Financial Advisors | 16,087 | $483K | 0.2% | N/A | 2.011% | |
| 2/4/2025 | Wealthgarden F.S. LLC | 7,465 | $224K | 0.2% | N/A | 0.933% | |
| 1/31/2025 | Global Retirement Partners LLC | 17,940 | $539K | 0.0% | N/A | 2.243% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 39,644 | $1.19M | 0.0% | -28.9% | 4.956% | |
| 1/29/2025 | Paladin Wealth LLC | 23,862 | $717K | 0.6% | N/A | 2.983% | |
| 1/24/2025 | Spire Wealth Management | 34,470 | $1.04M | 0.0% | N/A | 4.309% | |
| 1/22/2025 | Jim Saulnier & Associates LLC | 11,639 | $350K | 0.3% | -18.7% | 1.455% | |
| 1/21/2025 | Gradient Investments LLC | 1,425,826 | $42.82M | 0.9% | N/A | 178.228% | |
| 1/13/2025 | Elevated Capital Advisors LLC | 100,328 | $3.01M | 0.8% | +60.3% | 12.541% | |
| 11/15/2024 | Jane Street Group LLC | 22,730 | $673K | 0.0% | +58.4% | 2.841% | |
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| 11/12/2024 | Centaurus Financial Inc. | 19,651 | $581K | 0.0% | -32.6% | 2.456% | |
| 11/12/2024 | Jim Saulnier & Associates LLC | 14,313 | $424K | 0.4% | N/A | 1.789% | |
| 11/8/2024 | Moors & Cabot Inc. | 6,880 | $204K | 0.0% | N/A | 0.860% | |
| 11/5/2024 | Harbour Investments Inc. | 60,090 | $1.78M | 0.1% | -18.2% | 7.511% | |
| 10/29/2024 | Farther Finance Advisors LLC | 3,826 | $113K | 0.0% | N/A | 0.478% | |
| 10/25/2024 | Strategic Blueprint LLC | 7,008 | $207K | 0.0% | -11.8% | 0.876% | |
| 10/24/2024 | FSA Advisors Inc. | 14,591 | $417K | 0.4% | N/A | 1.824% | |
| 10/22/2024 | Elevated Capital Advisors LLC | 62,585 | $1.85M | 0.5% | N/A | 7.823% | |
| 10/15/2024 | American Asset Management Inc. | 186,715 | $5.53M | 6.0% | -0.4% | 23.339% | |
| 10/10/2024 | Lloyd Advisory Services LLC. | 11,823 | $350K | 0.2% | -97.8% | 1.478% | |
| 9/23/2024 | Centaurus Financial Inc. | 29,151 | $833K | 0.1% | +29.6% | 3.644% | |
| 8/26/2024 | Allianz Investment Management U.S. LLC | 5,000 | $143K | 0.0% | -97.0% | 0.625% | |
| 8/22/2024 | Cetera Investment Advisers | 73,012 | $2.09M | 0.0% | +163.6% | 9.127% | |
| 8/16/2024 | Susquehanna International Group LLP | 124,847 | $3.57M | 0.0% | +150.9% | 15.606% | |
| 8/13/2024 | AE Wealth Management LLC | 2,665,804 | $76.21M | 0.8% | N/A | 333.226% | |
| 8/9/2024 | WealthPLAN Partners LLC | 110,401 | $3.16M | 0.3% | N/A | 13.800% | |
| 8/9/2024 | Allianz Investment Management U.S. LLC | 5,000 | $143K | 0.0% | -97.0% | 0.625% | |
| 8/8/2024 | Wealthgarden F.S. LLC | 7,568 | $216K | 0.2% | N/A | 0.946% | |
| 8/6/2024 | Lloyd Advisory Services LLC. | 527,018 | $15.07M | 7.1% | N/A | 65.877% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 142,901 | $4.09M | 0.0% | +52.7% | 17.863% | |
| 7/27/2024 | Strategic Blueprint LLC | 7,943 | $227K | 0.0% | N/A | 0.993% | |
| 7/26/2024 | Harbour Investments Inc. | 73,495 | $2.10M | 0.1% | +1,018.3% | 9.187% | |
| 7/25/2024 | First Heartland Consultants Inc. | 10,155 | $290K | 0.0% | N/A | 1.269% | |
| 7/25/2024 | Pineridge Advisors LLC | 2,012 | $58K | 0.0% | +840.2% | 0.252% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 56,130 | $1.61M | 0.0% | +191.5% | 7.016% | |
| 7/22/2024 | Focus Financial Network Inc. | 11,805 | $341K | 0.0% | N/A | 1.476% | |
| 7/18/2024 | Outlook Wealth Advisors LLC | 258,909 | $7.40M | 2.3% | N/A | 32.364% | |
| 7/15/2024 | American Asset Management Inc. | 187,435 | $5.36M | 6.4% | N/A | 23.429% | |
| 7/10/2024 | Csenge Advisory Group | 36,775 | $1.05M | 0.1% | N/A | 4.597% | |
| 5/24/2024 | Cetera Advisors LLC | 14,545 | $405K | 0.0% | N/A | 1.818% | |
| 5/16/2024 | Sugar Maple Asset Management LLC | 7,686 | $214K | 0.2% | N/A | 0.961% | |
| 2/6/2024 | Allianz Investment Management U.S. LLC | 164,381 | $4.44M | 0.3% | -15.4% | 6.203% | |
| 1/29/2024 | Outlook Wealth Advisors LLC | 84,181 | $2.28M | 0.8% | +119.4% | 3.177% | |
| 1/26/2024 | B.O.S.S. Retirement Advisors LLC | 57,101 | $1.46M | 0.3% | -5.5% | 2.155% | |
| 1/19/2024 | B.O.S.S. Retirement Advisors LLC | 57,101 | $1.46M | 4.4% | -5.5% | 2.155% | |
| 1/8/2024 | B.O.S.S. Retirement Advisors LLC | 57,101 | $1.46M | 0.3% | -5.5% | 2.155% | |
| 11/13/2023 | Kestra Advisory Services LLC | 95,584 | $2.44M | 0.0% | +81.0% | 3.607% | |
| 11/6/2023 | Authentikos Wealth Advisory LLC | 18,612 | $476K | 0.5% | -4.8% | 0.702% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 94,838 | $2.42M | 0.0% | -10.8% | 3.579% | |
| 10/17/2023 | B.O.S.S. Retirement Advisors LLC | 60,417 | $1.54M | 0.3% | +2.0% | 2.280% | |
| 10/17/2023 | Cedar Brook Financial Partners LLC | 12,844 | $328K | 0.1% | N/A | 0.485% | |
| 10/17/2023 | Impact Partnership Wealth LLC | 6,215 | $159K | 0.0% | +13.4% | 0.235% | |
| 10/16/2023 | RFG Advisory LLC | 9,838 | $251K | 0.0% | -17.7% | 0.371% | |
| 10/11/2023 | AE Wealth Management LLC | 1,673,844 | $42.78M | 0.3% | +7.9% | 63.164% | |
| 10/10/2023 | Outlook Wealth Advisors LLC | 38,360 | $980K | 0.4% | +3.3% | 1.448% | |
| 8/11/2023 | Kestra Advisory Services LLC | 52,812 | $1.36M | 0.0% | N/A | 1.993% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 106,281 | $2.74M | 0.0% | N/A | 4.011% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 18,490 | $476K | 0.0% | N/A | 0.698% | |
| 8/10/2023 | Cetera Investment Advisers | 67,919 | $1.75M | 0.0% | N/A | 2.563% | |
| 8/8/2023 | Allianz Investment Management U.S. LLC | 199,381 | $5.13M | 0.3% | N/A | 7.524% | |
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| 8/3/2023 | Atria Wealth Solutions Inc. | 28,603 | $737K | 0.0% | N/A | 1.131% | |
| 8/3/2023 | RFG Advisory LLC | 11,961 | $308K | 0.0% | N/A | 0.473% | |
| 7/26/2023 | First Heartland Consultants Inc. | 7,765 | $200K | 0.0% | N/A | 0.307% | |
| 7/20/2023 | Authentikos Wealth Advisory LLC | 19,542 | $503K | 0.5% | N/A | 0.772% | |
| 7/17/2023 | Impact Partnership Wealth LLC | 5,483 | $141K | 0.0% | N/A | 0.217% | |
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