| 7/22/2025 | Wealthcare Capital Partners LLC | 34,112 | $900K | 0.5% | +5.7% | 0.491% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 91,202 | $2.41M | 0.1% | -1.8% | 1.312% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 78,831 | $2.08M | 1.6% | -79.8% | 1.126% | |
| 7/18/2025 | PFG Investments LLC | 10,445 | $275K | 0.0% | N/A | 0.149% | |
| 7/16/2025 | ORG Wealth Partners LLC | 30,334 | $801K | 0.2% | +8.1% | 0.433% | |
| 7/16/2025 | ORG Partners LLC | 19,536 | $516K | 0.1% | -2.0% | 0.279% | |
| 7/15/2025 | Fifth Third Bancorp | 2,040 | $54K | 0.0% | +60.3% | 0.029% | |
| 7/9/2025 | Fermata Advisors LLC | 35,856 | $946K | 0.3% | -7.7% | 0.512% | |
| 5/7/2025 | Frontier Asset Management LLC | 27,761 | $757K | 0.2% | -10.3% | 0.368% | |
| 5/7/2025 | Nvwm LLC | 19,714 | $538K | 0.1% | -4.4% | 0.261% | |
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| 4/28/2025 | Longview Financial Advisors Inc. | 126,779 | $3.46M | 3.0% | +2.5% | 1.679% | |
| 4/23/2025 | PMV Capital Advisers LLC | 96,016 | $2.62M | 6.4% | +442.4% | 1.272% | |
| 4/15/2025 | Magnolia Private Wealth LLC | 390,858 | $10.66M | 5.9% | +477.5% | 4.825% | |
| 2/17/2025 | Captrust Financial Advisors | 126,524 | $3.56M | 0.0% | -1.0% | 1.390% | |
| 2/10/2025 | Farther Finance Advisors LLC | 3,000 | $84K | 0.0% | +50.0% | 0.033% | |
| 2/7/2025 | Frontier Asset Management LLC | 30,954 | $870K | 0.3% | N/A | 0.340% | |
| 2/5/2025 | Magnolia Private Wealth LLC | 67,684 | $1.90M | 1.1% | N/A | 0.744% | |
| 2/3/2025 | Longview Financial Advisors Inc. | 123,627 | $3.47M | 2.7% | +16.8% | 1.359% | |
| 1/27/2025 | Nvwm LLC | 20,617 | $579K | 0.1% | +8.2% | 0.227% | |
| 1/23/2025 | Strategic Blueprint LLC | 7,557 | $212K | 0.0% | N/A | 0.083% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 8,007 | $234K | 0.0% | -5.5% | 0.088% | |
| 11/14/2024 | Captrust Financial Advisors | 127,752 | $3.73M | 0.0% | +6.3% | 1.404% | |
| 10/29/2024 | Nvwm LLC | 19,060 | $557K | 0.1% | +5.9% | 0.209% | |
| 10/29/2024 | Farther Finance Advisors LLC | 2,000 | $58K | 0.0% | N/A | 0.022% | |
| 10/16/2024 | Longview Financial Advisors Inc. | 97,750 | $2.82M | 2.6% | -7.7% | 1.074% | |
| 10/11/2024 | ORG Partners LLC | 13,602 | $398K | 0.1% | -61.3% | 0.149% | |
| 7/16/2024 | ORG Partners LLC | 35,131 | $1.03M | 0.1% | N/A | 0.386% | |
| 5/7/2024 | Nvwm LLC | 16,965 | $507K | 0.1% | +4.0% | 0.186% | |
| 2/8/2024 | First Heartland Consultants Inc. | 143,451 | $4.13M | 0.5% | -60.8% | 1.688% | |
| 2/8/2024 | Nvwm LLC | 16,305 | $470K | 0.1% | +339.3% | 0.192% | |
| 1/29/2024 | ORG Partners LLC | 35,689 | $1.03M | 0.2% | -1.6% | 0.420% | |
| 11/13/2023 | Cary Street Partners Investment Advisory LLC | 8,792 | $286K | 0.0% | +339.6% | 0.103% | |
| 11/9/2023 | First Heartland Consultants Inc. | 365,933 | $11.92M | 1.5% | +0.5% | 4.305% | |
| 11/3/2023 | ORG Partners LLC | 36,272 | $1.18M | 0.5% | -38.1% | 0.427% | |
| 10/30/2023 | Nvwm LLC | 3,712 | $121K | 0.0% | +79.8% | 0.044% | |
| 8/10/2023 | Cary Street Partners Investment Advisory LLC | 2,000 | $61K | 0.0% | N/A | 0.024% | |
| 7/26/2023 | First Heartland Consultants Inc. | 364,006 | $11.09M | 1.4% | +72.5% | 4.136% | |
| 7/17/2023 | Wealthcare Advisory Partners LLC | 246,805 | $7.52M | 0.3% | +15.5% | 2.805% | |
| 6/1/2023 | ORG Partners LLC | 59,971 | $1.77M | 0.4% | N/A | 0.681% | |
| 5/8/2023 | Cumberland Partners Ltd | 18,052 | $532K | 0.1% | +17.0% | 0.205% | |
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| 5/8/2023 | WealthShield Partners LLC | 52,329 | $1.54M | 0.2% | +2.0% | 0.595% | |
| 5/8/2023 | Steel Peak Wealth Management LLC | 16,675 | $492K | 0.0% | N/A | 0.189% | |
| 5/8/2023 | ProVise Management Group LLC | 14,120 | $416K | 0.0% | -13.1% | 0.160% | |
| 4/17/2023 | WFA of San Diego LLC | 20,360 | $600K | 0.6% | +322.1% | 0.242% | |
| 4/17/2023 | First Heartland Consultants Inc. | 211,042 | $6.22M | 0.9% | N/A | 2.512% | |
| 4/13/2023 | Fermata Advisors LLC | 8,184 | $241K | 0.1% | -83.2% | 0.097% | |
| 4/12/2023 | Worth Asset Management LLC | 1,360 | $40K | 0.0% | -41.4% | 0.016% | |
| 2/10/2023 | CoreCap Advisors LLC | 35,393 | $1.08M | 0.1% | -1.8% | 0.421% | |
| 1/31/2023 | WFA of San Diego LLC | 4,823 | $147K | 0.1% | N/A | 0.057% | |
| 1/31/2023 | Naviter Wealth LLC | 86,667 | $2.52M | 0.7% | N/A | 1.032% | |
| 11/15/2022 | Mainstay Capital Management LLC ADV | 48,554 | $1.86M | 0.5% | N/A | 0.517% | |
| 11/15/2022 | Palladiem LLC | 161,315 | $6.19M | 6.5% | N/A | 1.716% | |
| 11/15/2022 | Fermata Advisors LLC | 185,247 | $7.11M | 2.3% | +39.4% | 2.036% | |
| 11/14/2022 | Laurel Wealth Advisors Inc. | 21,936 | $841K | 0.1% | +126.1% | 0.241% | |
| 11/14/2022 | MML Investors Services LLC | 39,907 | $1.53M | 0.0% | N/A | 0.439% | |
| 11/14/2022 | Quantitative Advantage LLC | 139,885 | $5.37M | 0.9% | N/A | 1.537% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 92,178 | $3.54M | 0.0% | +29.9% | 1.013% | |
| 11/10/2022 | Sigma Planning Corp | 5,537 | $212K | 0.0% | N/A | 0.061% | |
| 11/4/2022 | WealthShield Partners LLC | 45,805 | $1.76M | 0.3% | +16.2% | 0.503% | |
| 11/1/2022 | Kestra Advisory Services LLC | 18,828 | $722K | 0.0% | N/A | 0.219% | |
| 11/1/2022 | Hartline Investment Corp | 5,871 | $225K | 0.2% | N/A | 0.068% | |
| 11/1/2022 | Arlington Capital Management Inc. | 55,314 | $2.12M | 5.2% | N/A | 0.659% | |
| 10/27/2022 | Money Concepts Capital Corp | 1,108,364 | $42.52M | 2.5% | +9.2% | 13.855% | |
| 10/25/2022 | Raymond James & Associates | 12,801 | $491K | 0.0% | -2.7% | 0.173% | |
| 10/21/2022 | Stegent Equity Advisors Inc. | 75,036 | $2.88M | 4.3% | -8.9% | 1.014% | |
| 10/18/2022 | Bull Oak Capital LLC | 290,344 | $11.14M | 10.9% | N/A | 3.924% | |
| 10/14/2022 | PFG Advisors | 7,437 | $285K | 0.0% | N/A | 0.101% | |
| 8/15/2022 | Laurel Wealth Advisors Inc. | 9,704 | $338K | 0.0% | N/A | 0.194% | |
| 8/11/2022 | WealthShield Partners LLC | 39,433 | $1.37M | 0.3% | N/A | 0.789% | |
| 8/11/2022 | Atria Investments LLC | 37,402 | $1.30M | 0.0% | N/A | 0.748% | |
| 8/9/2022 | Fermata Advisors LLC | 132,910 | $4.63M | 1.6% | N/A | 2.658% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 70,971 | $2.47M | 0.0% | N/A | 1.419% | |
| 7/28/2022 | WFA of San Diego LLC | 1,020 | $36K | 0.0% | N/A | 0.021% | |
| 7/18/2022 | Money Concepts Capital Corp | 1,015,249 | $35.58M | 3.2% | N/A | 20.719% | |
| 7/15/2022 | Pinnacle Private Wealth LLC | 17,202 | $599K | 0.2% | N/A | 0.351% | |
| 7/8/2022 | Worth Asset Management LLC | 2,420 | $84K | 0.1% | N/A | 0.064% | |
| 8/11/2021 | Susquehanna International Group LLP | 19,955 | $581K | 0.0% | -33.9% | 1.900% | |
| 8/10/2021 | Moors & Cabot Inc. | 9,200 | $269K | 0.0% | +15.0% | 0.876% | |
