| 5/1/2025 | CWM LLC | 8,913 | $309K | 0.0% | -4.8% | 0.152% | |
| 5/1/2025 | 3EDGE Asset Management LP | 31,904 | $1.11M | 0.1% | -33.3% | 0.543% | |
| 4/30/2025 | Brown Advisory Inc. | 19,856 | $688K | 0.0% | +15.9% | 0.338% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 16,034 | $556K | 0.0% | -17.2% | 0.273% | |
| 4/28/2025 | D.A. Davidson & CO. | 13,791 | $478K | 0.0% | +11.6% | 0.235% | |
| 4/28/2025 | Able Wealth Management LLC | 8,293 | $287K | 0.2% | -6.7% | 0.141% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 9,400 | $326K | 0.0% | N/A | 0.160% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 12,023 | $418K | 0.1% | -2.8% | 0.204% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 37,665 | $1.31M | 0.0% | +29.2% | 0.641% | |
| 4/9/2025 | RFG Advisory LLC | 52,365 | $1.82M | 0.0% | +95.0% | 0.935% | |
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| 4/9/2025 | NBC Securities Inc. | 1,052 | $36K | 0.0% | +105,100.0% | 0.019% | |
| 2/18/2025 | Stonebridge Financial Planning Group LLC | 82,781 | $2.85M | 1.3% | +1.4% | 3.599% | |
| 2/17/2025 | Cetera Investment Advisers | 47,222 | $1.63M | 0.0% | +13.7% | 2.053% | |
| 2/17/2025 | Citadel Advisors LLC | 6,265 | $216K | 0.0% | N/A | 0.272% | |
| 2/13/2025 | Raymond James Financial Inc. | 115,677 | $3.98M | 0.0% | N/A | 5.029% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 19,374 | $667K | 0.0% | -4.2% | 0.842% | |
| 2/13/2025 | Smith Moore & CO. | 38,412 | $1.32M | 0.1% | N/A | 1.670% | |
| 2/11/2025 | Condor Capital Management | 67,097 | $2.31M | 0.2% | -2.5% | 2.917% | |
| 2/10/2025 | Corient Private Wealth LLC | 54,106 | $1.86M | 0.0% | +70.4% | 2.352% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 103,260 | $3.55M | 0.0% | +1.9% | 4.490% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 54,866 | $1.89M | 0.0% | +18.8% | 2.385% | |
| 2/7/2025 | Prosperity Financial Group Inc. | 56,213 | $1.94M | 1.0% | -33.0% | 2.444% | |
| 2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 12,375 | $426K | 0.1% | +8.1% | 0.538% | |
| 2/6/2025 | Raymond James Financial Inc. | 115,677 | $3.98M | 0.0% | N/A | 5.029% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 58,856 | $2.03M | 0.0% | +13.5% | 2.559% | |
| 2/3/2025 | Able Wealth Management LLC | 8,885 | $306K | 0.2% | -5.6% | 0.386% | |
| 2/3/2025 | Advyzon Investment Management LLC | 5,895 | $203K | 0.1% | N/A | 0.256% | |
| 1/31/2025 | 3EDGE Asset Management LP | 47,845 | $1.65M | 0.1% | -2.9% | 2.080% | |
| 1/31/2025 | D.A. Davidson & CO. | 12,353 | $425K | 0.0% | +27.2% | 0.537% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 7,071 | $243K | 0.0% | N/A | 0.307% | |
| 1/30/2025 | Principal Securities Inc. | 9,142 | $315K | 0.0% | +13.9% | 0.397% | |
| 1/28/2025 | Newbridge Financial Services Group Inc. | 44,456 | $1.53M | 0.4% | +40.6% | 1.933% | |
| 1/21/2025 | RFG Advisory LLC | 26,854 | $924K | 0.0% | +224.3% | 1.168% | |
| 1/17/2025 | Evolution Wealth Advisors LLC | 135,285 | $4.66M | 0.8% | -0.4% | 5.882% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 29,149 | $1.00M | 0.0% | +1.7% | 1.267% | |
| 11/15/2024 | MML Investors Services LLC | 16,393 | $554K | 0.0% | N/A | 0.713% | |
| 11/13/2024 | Prosperity Financial Group Inc. | 83,838 | $2.83M | 1.6% | +0.9% | 3.645% | |
| 11/8/2024 | Stonebridge Financial Planning Group LLC | 81,672 | $2.76M | 1.3% | +4.9% | 3.551% | |
| 11/1/2024 | Able Wealth Management LLC | 9,415 | $318K | 0.2% | N/A | 0.409% | |
| 10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,444 | $387K | 0.1% | -31.7% | 0.498% | |
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| 10/15/2024 | NBC Securities Inc. | 986 | $33K | 0.0% | N/A | 0.043% | |
| 10/8/2024 | CWM LLC | 8,000 | $270K | 0.0% | -9.6% | 0.348% | |
| 8/22/2024 | Cetera Investment Advisers | 46,275 | $1.60M | 0.0% | +11.2% | 2.012% | |
| 8/8/2024 | Condor Capital Management | 46,291 | $1.60M | 0.2% | N/A | 2.013% | |
| 8/8/2024 | Stonebridge Financial Planning Group LLC | 77,848 | $2.70M | 1.4% | +15.2% | 3.385% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 154,464 | $5.35M | 0.0% | +12.9% | 6.716% | |
| 7/24/2024 | Catalina Capital Group LLC | 8,742 | $303K | 0.1% | N/A | 0.380% | |
| 7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 16,752 | $580K | 0.1% | +39.3% | 0.728% | |
| 7/18/2024 | Evolution Wealth Advisors LLC | 135,835 | $4.70M | 0.9% | +4.7% | 5.906% | |
| 7/10/2024 | CWM LLC | 8,850 | $306K | 0.0% | +7.3% | 0.385% | |
| 5/17/2024 | Comerica Bank | 3,400 | $115K | 0.0% | +36.0% | 0.148% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 25,682 | $871K | 0.0% | N/A | 1.126% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 10,675 | $362K | 0.0% | -6.8% | 0.468% | |
| 4/30/2024 | Hartline Investment Corp | 12,030 | $408K | 0.1% | N/A | 0.528% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 136,792 | $4.64M | 0.0% | +19.5% | 6.000% | |
| 4/19/2024 | Evolution Wealth Advisors LLC | 129,755 | $4.40M | 0.8% | N/A | 5.952% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 41,386 | $1.40M | 0.0% | +7.4% | 1.898% | |
| 4/11/2024 | Fortitude Family Office LLC | 1,174 | $40K | 0.0% | N/A | 0.054% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 30,050 | $951K | 0.0% | N/A | 2.613% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 38,522 | $1.22M | 0.0% | +41.6% | 3.350% | |
| 2/5/2024 | Stonebridge Financial Planning Group LLC | 61,777 | $1.96M | 1.1% | +27.0% | 5.372% | |
| 2/1/2024 | CWM LLC | 7,300 | $231K | 0.0% | +92.1% | 0.635% | |
| 1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 7,620 | $241K | 0.0% | N/A | 0.663% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 14,450 | $457K | 0.0% | N/A | 1.257% | |
| 11/8/2023 | Stonebridge Financial Planning Group LLC | 48,657 | $1.54M | 0.9% | +27.6% | 4.231% | |
| 11/8/2023 | Kestra Private Wealth Services LLC | 7,540 | $238K | 0.0% | N/A | 0.656% | |
| 11/7/2023 | Prosperity Financial Group Inc. | 52,036 | $1.65M | 1.4% | N/A | 4.525% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 85,666 | $2.71M | 0.0% | +26.5% | 7.449% | |
| 10/12/2023 | Wealthcare Advisory Partners LLC | 27,196 | $860K | 0.0% | N/A | 2.365% | |
| 10/11/2023 | CWM LLC | 3,800 | $120K | 0.0% | N/A | 0.330% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 67,700 | $2.04M | 0.0% | N/A | 5.887% | |
| 5/22/2023 | Putnam Investments LLC | 800,000 | $22.76M | 0.0% | +540.0% | 87.912% | |
| 2/8/2023 | Belpointe Asset Management LLC | 4,200 | $113K | 0.0% | N/A | 2.100% | |
| 1/25/2023 | AJ Wealth Strategies LLC | 9,256 | $249K | 0.0% | N/A | 4.628% | |
| 11/15/2022 | Putnam Investments LLC | 125,000 | $3.14M | 0.0% | N/A | 62.500% | |
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