| 5/16/2025 | Goldman Sachs Group Inc. | 23,145 | $632K | 0.0% | +10.3% | 0.985% | |
| 5/15/2025 | Centric Wealth Management | 17,551 | $479K | 0.1% | +17.1% | 0.747% | |
| 5/9/2025 | Total Investment Management Inc. | 56,661 | $1.55M | 0.2% | -4.9% | 2.411% | |
| 5/8/2025 | Harbour Investments Inc. | 31,415 | $858K | 0.0% | -58.2% | 1.337% | |
| 5/8/2025 | Arkadios Wealth Advisors | 13,043 | $356K | 0.0% | -26.6% | 0.555% | |
| 5/7/2025 | LPL Financial LLC | 552,829 | $15.10M | 0.0% | +0.4% | 23.525% | |
| 5/6/2025 | Cetera Investment Advisers | 100,447 | $2.74M | 0.0% | +5.1% | 4.274% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 12,913 | $353K | 0.0% | -19.6% | 0.549% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 25,399 | $694K | 0.0% | +14.8% | 1.081% | |
| 5/5/2025 | Private Advisor Group LLC | 16,387 | $448K | 0.0% | -5.0% | 0.683% | |
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| 5/1/2025 | Gateway Wealth Partners LLC | 24,646 | $673K | 0.2% | +27.6% | 1.027% | |
| 4/28/2025 | DAVENPORT & Co LLC | 8,463 | $231K | 0.0% | -7.7% | 0.353% | |
| 4/23/2025 | Western Wealth Management LLC | 8,975 | $245K | 0.0% | -80.8% | 0.374% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 33,971 | $928K | 0.0% | -12.1% | 1.415% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 1,520 | $42K | 0.0% | N/A | 0.063% | |
| 4/1/2025 | Hobart Private Capital LLC | 18,119 | $495K | 0.1% | +20.6% | 0.755% | |
| 2/28/2025 | Park Square Financial Group LLC | 4,558 | $138K | 0.1% | N/A | 0.186% | |
| 2/17/2025 | Cetera Investment Advisers | 95,601 | $2.89M | 0.0% | +22.6% | 3.902% | |
| 2/17/2025 | Citadel Advisors LLC | 37,851 | $1.14M | 0.0% | N/A | 1.545% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 7,320 | $221K | 0.0% | -50.4% | 0.299% | |
| 2/12/2025 | Centric Wealth Management | 14,992 | $453K | 0.1% | +35.3% | 0.612% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 98,967 | $2.99M | 0.3% | -9.2% | 4.039% | |
| 2/11/2025 | LPL Financial LLC | 550,785 | $16.64M | 0.0% | +3.7% | 22.481% | |
| 2/10/2025 | Harbour Investments Inc. | 75,078 | $2.27M | 0.1% | +39.5% | 3.064% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 16,062 | $485K | 0.0% | -13.6% | 0.656% | |
| 2/5/2025 | SRS Capital Advisors Inc. | 91,909 | $2.78M | 0.2% | +2.6% | 3.751% | |
| 1/31/2025 | Total Investment Management Inc. | 59,568 | $1.80M | 0.3% | +3.1% | 2.431% | |
| 1/30/2025 | Tcfg Wealth Management LLC | 30,589 | $924K | 0.5% | -5.9% | 1.249% | |
| 1/28/2025 | Hobart Private Capital LLC | 15,028 | $454K | 0.1% | +66.1% | 0.613% | |
| 1/24/2025 | DAVENPORT & Co LLC | 9,173 | $277K | 0.0% | -21.2% | 0.374% | |
| 1/15/2025 | Arkadios Wealth Advisors | 17,778 | $537K | 0.0% | -28.1% | 0.726% | |
| 11/15/2024 | Insigneo Advisory Services LLC | 7,408 | $210K | 0.0% | -32.0% | 0.302% | |
| 11/15/2024 | Jane Street Group LLC | 7,380 | $210K | 0.0% | N/A | 0.301% | |
| 11/14/2024 | Centric Wealth Management | 11,081 | $328K | 0.1% | +4.4% | 0.452% | |
| 11/12/2024 | StoneX Group Inc. | 67,356 | $1.91M | 0.2% | -7.2% | 2.749% | |
| 11/5/2024 | Total Investment Management Inc. | 57,764 | $1.64M | 0.2% | -1.2% | 2.358% | |
| 11/5/2024 | Harbour Investments Inc. | 53,832 | $1.53M | 0.0% | +5.4% | 2.197% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 19,263 | $547K | 0.2% | +15.7% | 0.786% | |
| 10/24/2024 | Arkadios Wealth Advisors | 24,710 | $702K | 0.0% | -10.7% | 1.009% | |
| 10/22/2024 | Private Advisor Group LLC | 17,508 | $497K | 0.0% | -2.2% | 0.715% | |
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| 8/22/2024 | Cetera Investment Advisers | 41,956 | $1.19M | 0.0% | +95.6% | 1.712% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 16,646 | $470K | 0.1% | +12.8% | 0.679% | |
| 8/14/2024 | Insigneo Advisory Services LLC | 10,899 | $308K | 0.0% | -15.4% | 0.445% | |
| 8/7/2024 | Total Investment Management Inc. | 58,437 | $1.65M | 0.2% | -2.0% | 2.385% | |
| 8/6/2024 | Ausdal Financial Partners Inc. | 192,316 | $5.43M | 0.6% | -3.3% | 7.850% | |
| 8/6/2024 | SRS Capital Advisors Inc. | 90,120 | $2.55M | 0.2% | +54.4% | 3.678% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 8,414 | $238K | 0.0% | -8.8% | 0.343% | |
| 7/30/2024 | International Assets Investment Management LLC | 2,200 | $62K | 0.0% | N/A | 0.090% | |
| 7/29/2024 | Arkadios Wealth Advisors | 27,670 | $782K | 0.1% | -17.7% | 1.129% | |
| 7/26/2024 | Harbour Investments Inc. | 51,060 | $1.44M | 0.0% | -58.4% | 2.084% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 37,901 | $1.07M | 0.0% | -78.2% | 1.547% | |
| 7/19/2024 | Western Wealth Management LLC | 49,120 | $1.39M | 0.1% | -21.1% | 2.005% | |
| 7/10/2024 | CWM LLC | 3,907 | $110K | 0.0% | -42.7% | 0.159% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 23,877 | $657K | 0.0% | -16.2% | 0.955% | |
| 5/1/2024 | Centric Wealth Management | 10,113 | $262K | 0.1% | +9.9% | 0.405% | |
| 5/1/2024 | Private Advisor Group LLC | 17,596 | $484K | 0.0% | -2.7% | 0.704% | |
| 4/30/2024 | Arkadios Wealth Advisors | 33,621 | $925K | 0.1% | -1.9% | 1.345% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 173,738 | $4.78M | 0.0% | +40.1% | 6.950% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 1,200 | $29K | 0.0% | N/A | 0.063% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 123,978 | $2.97M | 0.0% | +25.8% | 6.525% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 28,481 | $683K | 0.0% | -5.3% | 1.499% | |
| 2/6/2024 | Centric Wealth Management | 9,205 | $237K | 0.1% | N/A | 0.484% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 28,452 | $682K | 0.0% | +16.2% | 1.497% | |
| 2/2/2024 | Total Investment Management Inc. | 59,502 | $1.43M | 0.2% | -0.9% | 3.132% | |
| 1/31/2024 | Western Wealth Management LLC | 52,260 | $1.25M | 0.1% | +318.9% | 2.751% | |
| 1/25/2024 | International Assets Investment Management LLC | 52,767 | $1.27M | 0.0% | N/A | 2.777% | |
| 1/24/2024 | Arkadios Wealth Advisors | 34,285 | $822K | 0.1% | -3.7% | 1.804% | |
| 1/24/2024 | International Assets Investment Management LLC | 52,767 | $1.27M | 0.0% | N/A | 2.777% | |
| 1/24/2024 | Private Trust Co. NA | 5,349 | $128K | 0.0% | N/A | 0.282% | |
| 1/11/2024 | Ausdal Financial Partners Inc. | 198,554 | $4.76M | 0.6% | +2.8% | 10.450% | |
| 1/11/2024 | LexAurum Advisors LLC | 14,200 | $341K | 0.1% | -9.3% | 0.747% | |
| 11/16/2023 | Harbour Investments Inc. | 90,933 | $1.85M | 0.1% | -38.2% | 4.786% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 42,964 | $875K | 0.0% | +16.3% | 2.261% | |
| 11/13/2023 | Provence Wealth Management Group | 6,300 | $128K | 0.1% | N/A | 0.332% | |
| 11/8/2023 | Ausdal Financial Partners Inc. | 193,111 | $3.93M | 0.5% | -2.7% | 10.164% | |
| 11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 11,240 | $229K | 0.0% | -4.5% | 0.592% | |
| 11/8/2023 | Kestra Private Wealth Services LLC | 24,483 | $499K | 0.0% | N/A | 1.289% | |
| 11/3/2023 | Private Advisor Group LLC | 17,734 | $361K | 0.0% | N/A | 0.933% | |
| 10/24/2023 | Total Investment Management Inc. | 60,031 | $1.22M | 0.2% | -1.3% | 3.160% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 98,516 | $2.01M | 0.0% | +267.3% | 5.185% | |
| 10/13/2023 | Arkadios Wealth Advisors | 35,613 | $725K | 0.1% | -10.3% | 1.874% | |
| 8/10/2023 | Osaic Holdings Inc. | 121,659 | $2.63M | 0.0% | -25.7% | 6.403% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 9,810 | $212K | 0.0% | N/A | 0.516% | |
| 7/31/2023 | LPL Financial LLC | 111,050 | $2.40M | 0.0% | +44.7% | 5.845% | |
| 7/31/2023 | Ausdal Financial Partners Inc. | 198,428 | $4.29M | 0.6% | +1.6% | 10.444% | |
| 7/28/2023 | First Republic Investment Management Inc. | 11,775 | $255K | 0.0% | -23.7% | 0.620% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 26,824 | $580K | 0.0% | -71.1% | 1.341% | |
| 7/12/2023 | Ignite Planners LLC | 16,269 | $347K | 0.1% | -4.9% | 0.813% | |
| 5/11/2023 | Insigneo Advisory Services LLC | 10,364 | $198K | 0.1% | N/A | 0.494% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 92,758 | $1.77M | 0.0% | +2.9% | 4.417% | |
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| 5/9/2023 | Tower Research Capital LLC TRC | 53,909 | $1.03M | 0.0% | +6.3% | 2.567% | |
| 5/4/2023 | Ausdal Financial Partners Inc. | 195,286 | $3.73M | 0.5% | -8.4% | 9.299% | |
| 5/2/2023 | Arkadios Wealth Advisors | 46,849 | $894K | 0.1% | -2.9% | 2.231% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 29,380 | $561K | 0.0% | -5.1% | 1.399% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 2,230 | $43K | 0.0% | N/A | 0.106% | |
| 4/21/2023 | Chiron Capital Management LLC | 13,625 | $260K | 0.2% | -67.2% | 0.649% | |
| 4/18/2023 | Ignite Planners LLC | 17,101 | $321K | 0.1% | -14.9% | 0.814% | |
| 4/13/2023 | Cambridge Advisors Inc. | 17,820 | $340K | 0.1% | +8.7% | 0.849% | |
| 3/6/2023 | Rockefeller Capital Management L.P. | 31,500 | $520K | 0.0% | -53.9% | 1.340% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 182,686 | $3.02M | 0.0% | -23.1% | 7.774% | |
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