| 5/6/2025 | Cetera Investment Advisers | 4,198 | $380K | 0.0% | +26.8% | 0.108% | |
| 4/30/2025 | Linden Thomas Advisory Services LLC | 3,628 | $329K | 0.0% | +14.2% | 0.093% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,126 | $374K | 0.0% | -73.7% | 0.106% | |
| 4/29/2025 | SMART Wealth LLC | 2,888 | $262K | 0.1% | -14.3% | 0.074% | |
| 4/28/2025 | Rossby Financial LCC | 2,000 | $172K | 0.1% | N/A | 0.051% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,250 | $385K | 0.0% | -3.3% | 0.104% | |
| 4/15/2025 | Arvest Investments Inc. | 21,303 | $1.93M | 0.3% | -1.0% | 0.520% | |
| 4/14/2025 | IMC Chicago LLC | 31,764 | $2.88M | 0.0% | N/A | 0.775% | |
| 4/9/2025 | Gradient Investments LLC | 37,410 | $3.39M | 0.1% | -1.4% | 0.912% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,397 | $367K | 0.0% | +36.9% | 0.117% | |
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| 3/5/2025 | Copley Financial Group Inc. | 9,968 | $833K | 0.6% | N/A | 0.256% | |
| 2/17/2025 | Cetera Investment Advisers | 3,312 | $277K | 0.0% | -7.1% | 0.125% | |
| 2/17/2025 | Captrust Financial Advisors | 2,830 | $236K | 0.0% | N/A | 0.107% | |
| 2/17/2025 | Citadel Advisors LLC | 18,148 | $1.52M | 0.0% | N/A | 0.685% | |
| 2/17/2025 | Bank of America Corp DE | 27,539 | $2.30M | 0.0% | +16.7% | 1.039% | |
| 2/17/2025 | BNP Paribas Financial Markets | 1,455 | $122K | 0.0% | N/A | 0.055% | |
| 2/14/2025 | Jane Street Group LLC | 48,688 | $4.07M | 0.0% | +332.7% | 1.837% | |
| 2/14/2025 | IHT Wealth Management LLC | 2,472 | $206K | 0.0% | N/A | 0.093% | |
| 2/13/2025 | Evergreen Capital Management LLC | 44,609 | $3.73M | 0.1% | +2.7% | 1.683% | |
| 2/13/2025 | Raymond James Financial Inc. | 20,223 | $1.69M | 0.0% | N/A | 0.763% | |
| 2/13/2025 | Renaissance Technologies LLC | 8,864 | $740K | 0.0% | N/A | 0.334% | |
| 2/13/2025 | Trek Financial LLC | 94,462 | $7.89M | 0.6% | +11.6% | 3.565% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 15,672 | $1.31M | 0.0% | +25.8% | 0.591% | |
| 2/13/2025 | Wells Fargo & Company MN | 18,312 | $1.53M | 0.0% | +4.9% | 0.691% | |
| 2/12/2025 | National Bank of Canada FI | 5,468 | $457K | 0.0% | -2.1% | 0.206% | |
| 2/12/2025 | JPMorgan Chase & Co. | 45,894 | $3.83M | 0.0% | +243.3% | 1.732% | |
| 2/12/2025 | Anthracite Investment Company Inc. | 16,000 | $1.34M | 0.5% | N/A | 0.604% | |
| 2/11/2025 | LPL Financial LLC | 37,432 | $3.13M | 0.0% | +90.6% | 1.413% | |
| 2/11/2025 | Arvest Investments Inc. | 21,511 | $1.80M | 0.3% | -3.9% | 0.812% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 4,357 | $364K | 0.0% | -4.1% | 0.164% | |
| 2/7/2025 | Larson Financial Group LLC | 604 | $50K | 0.0% | +516.3% | 0.023% | |
| 2/7/2025 | AMG National Trust Bank | 4,565 | $378K | 0.0% | -20.4% | 0.172% | |
| 2/6/2025 | Raymond James Financial Inc. | 20,223 | $1.69M | 0.0% | N/A | 0.763% | |
| 1/28/2025 | SMART Wealth LLC | 3,371 | $282K | 0.1% | N/A | 0.127% | |
| 1/21/2025 | Linden Thomas Advisory Services LLC | 3,178 | $265K | 0.0% | +17.2% | 0.120% | |
| 1/21/2025 | Gradient Investments LLC | 37,937 | $3.17M | 0.1% | N/A | 1.432% | |
| 12/26/2024 | JPMorgan Chase & Co. | 13,367 | $1.23M | 0.0% | -11.2% | 0.504% | |
| 11/15/2024 | National Bank of Canada FI | 5,585 | $512K | 0.0% | -27.4% | 0.211% | |
| 11/15/2024 | Jane Street Group LLC | 11,251 | $1.03M | 0.0% | N/A | 0.425% | |
| 11/7/2024 | AMG National Trust Bank | 5,734 | $526K | 0.0% | -5.3% | 0.216% | |
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| 11/5/2024 | Private Wealth Advisors LLC | 23,147 | $2.13M | 0.8% | N/A | 0.873% | |
| 11/4/2024 | Arvest Investments Inc. | 22,385 | $2.05M | 0.3% | +23.4% | 0.845% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 3,211 | $294K | 0.0% | -19.4% | 0.121% | |
| 10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 1,000 | $93K | 0.0% | -33.3% | 0.038% | |
| 10/3/2024 | SG Americas Securities LLC | 13,777 | $1.26M | 0.0% | +3.8% | 0.520% | |
| 8/15/2024 | Scientech Research LLC | 2,375 | $212K | 0.0% | N/A | 0.090% | |
| 8/14/2024 | Evergreen Capital Management LLC | 40,828 | $3.64M | 0.1% | N/A | 1.541% | |
| 8/6/2024 | X Square Capital LLC | 2,260 | $201K | 0.1% | N/A | 0.085% | |
| 8/3/2024 | National Bank of Canada FI | 7,692 | $686K | 0.0% | +129.7% | 0.290% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 4,184 | $373K | 0.0% | +74.0% | 0.158% | |
| 7/25/2024 | AMG National Trust Bank | 6,058 | $540K | 0.0% | -8.8% | 0.229% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 3,984 | $355K | 0.0% | N/A | 0.150% | |
| 7/12/2024 | SG Americas Securities LLC | 13,277 | $1.18M | 0.0% | +539.2% | 0.501% | |
| 7/10/2024 | Linden Thomas Advisory Services LLC | 2,485 | $221K | 0.0% | +5.5% | 0.094% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 5,977 | $559K | 0.2% | +5.8% | 0.226% | |
| 4/24/2024 | U S Global Investors Inc. | 400 | $37K | 0.0% | N/A | 0.016% | |
| 4/19/2024 | Arvest Investments Inc. | 18,855 | $1.76M | 0.3% | +2.3% | 0.770% | |
| 2/13/2024 | Belpointe Asset Management LLC | 5,651 | $571K | 0.1% | -13.5% | 0.290% | |
| 2/12/2024 | Fortis Capital Advisors LLC | 5,651 | $571K | 0.3% | -13.5% | 0.290% | |
| 2/8/2024 | AMG National Trust Bank | 7,086 | $716K | 0.0% | -16.3% | 0.363% | |
| 2/6/2024 | Spire Wealth Management | 299 | $30K | 0.0% | +273.8% | 0.015% | |
| 1/24/2024 | Arvest Investments Inc. | 18,436 | $1.86M | 0.3% | N/A | 0.945% | |
| 1/12/2024 | FNY Investment Advisers LLC | 850 | $85K | 0.1% | N/A | 0.044% | |
| 11/16/2023 | Belpointe Asset Management LLC | 6,532 | $752K | 0.1% | +5.4% | 0.335% | |
| 11/8/2023 | AMG National Trust Bank | 8,464 | $974K | 0.0% | +2.6% | 0.434% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 2,613 | $301K | 0.0% | +21.9% | 0.134% | |
| 10/24/2023 | Raymond James & Associates | 5,692 | $655K | 0.0% | +9.5% | 0.292% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 2,548 | $293K | 0.0% | -83.9% | 0.131% | |
| 10/20/2023 | Valeo Financial Advisors LLC | 2,550 | $293K | 0.0% | -16.4% | 0.131% | |
| 8/15/2023 | KGH Ltd | 96,309 | $10.96M | 0.8% | N/A | 4.939% | |
| 8/14/2023 | Eqis Capital Management Inc. | 2,061 | $234K | 0.0% | -84.8% | 0.106% | |
| 8/11/2023 | Harvest Investment Services LLC | 3,047 | $347K | 0.2% | +55.2% | 0.156% | |
| 8/10/2023 | WESCAP Management Group Inc. | 1,900 | $216K | 0.1% | -31.5% | 0.097% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 15,861 | $1.81M | 0.0% | +2.7% | 0.813% | |
| 8/4/2023 | IFP Advisors Inc | 800 | $80K | 0.0% | N/A | 0.041% | |
| 8/3/2023 | AMG National Trust Bank | 8,252 | $939K | 0.0% | -3.3% | 0.423% | |
| 8/2/2023 | Bank of Montreal Can | 30,000 | $3.46M | 0.0% | N/A | 1.538% | |
| 7/31/2023 | LPL Financial LLC | 15,334 | $1.75M | 0.0% | -18.8% | 0.786% | |
| 7/25/2023 | Raymond James & Associates | 5,196 | $591K | 0.0% | -9.2% | 0.266% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 1,947 | $222K | 0.0% | +7.9% | 0.100% | |
| 5/16/2023 | Fortis Capital Advisors LLC | 4,639 | $626K | 0.3% | +67.7% | 0.238% | |
| 5/12/2023 | WMS Partners LLC | 1,955 | $264K | 0.0% | N/A | 0.100% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 4,968 | $671K | 0.0% | +3.9% | 0.255% | |
| 5/10/2023 | AMG National Trust Bank | 8,535 | $1.15M | 0.0% | -10.1% | 0.438% | |
| 5/9/2023 | Laffer Tengler Investments | 1,743 | $235K | 0.1% | +22.9% | 0.089% | |
| 5/9/2023 | Milestone Asset Management LLC | 20,791 | $2.81M | 1.6% | N/A | 1.066% | |
| 5/8/2023 | Ground Swell Capital LLC | 1,914 | $258K | 0.4% | N/A | 0.098% | |
| 5/4/2023 | Ten Capital Wealth Advisors LLC | 1,035 | $140K | 0.0% | +5,075.0% | 0.053% | |
| 5/4/2023 | WESCAP Management Group Inc. | 2,774 | $375K | 0.1% | -4.4% | 0.142% | |
| 4/28/2023 | U S Global Investors Inc. | 200 | $27K | 0.0% | N/A | 0.010% | |
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| 4/28/2023 | First National Corp MA ADV | 26,195 | $3.54M | 0.8% | +95.8% | 1.343% | |
| 4/26/2023 | Legend Financial Advisors Inc. | 26,392 | $3.56M | 3.0% | +2.7% | 1.353% | |
| 4/17/2023 | Gradient Investments LLC | 191 | $26K | 0.0% | +241.1% | 0.011% | |
| 4/14/2023 | Raymond James & Associates | 5,721 | $773K | 0.0% | -50.0% | 0.318% | |
| 4/12/2023 | National Bank of Canada FI | 2,890 | $599K | 0.0% | +19,166.7% | 0.161% | |
| 4/12/2023 | FNY Investment Advisers LLC | 500 | $67K | 0.1% | N/A | 0.028% | |
| 2/15/2023 | Fortis Capital Advisors LLC | 2,767 | $457K | 0.3% | N/A | 0.154% | |
| 2/15/2023 | Axxcess Wealth Management LLC | 18,633 | $3.08M | 0.3% | N/A | 1.035% | |
| 2/10/2023 | WESCAP Management Group Inc. | 2,903 | $479K | 0.2% | -32.0% | 0.161% | |
| 2/10/2023 | Laffer Tengler Investments | 1,418 | $234K | 0.1% | +40.5% | 0.079% | |
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