| 5/21/2025 | Geneos Wealth Management Inc. | 43,098 | $1.57M | 0.1% | +2.4% | 1.461% | |
| 5/15/2025 | Royal Bank of Canada | 26,534 | $968K | 0.0% | -2.4% | 0.899% | |
| 5/15/2025 | OLD Mission Capital LLC | 22,628 | $825K | 0.0% | N/A | 0.767% | |
| 5/14/2025 | Kestra Advisory Services LLC | 93,732 | $3.42M | 0.0% | +170.2% | 3.177% | |
| 5/12/2025 | Lcnb Corp | 125,924 | $4.59M | 1.7% | N/A | 4.269% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 109,978 | $4.01M | 0.1% | +161.3% | 3.728% | |
| 5/7/2025 | LPL Financial LLC | 109,396 | $3.99M | 0.0% | -32.4% | 3.708% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 6,481 | $236K | 0.0% | N/A | 0.209% | |
| 5/5/2025 | Lunt Capital Management Inc. | 68,728 | $2.51M | 0.9% | +9.9% | 2.217% | |
| 5/5/2025 | Private Advisor Group LLC | 102,571 | $3.74M | 0.0% | -1.4% | 3.309% | |
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| 5/2/2025 | Fortis Group Advisors LLC | 10,344 | $377K | 0.1% | -74.6% | 0.334% | |
| 4/30/2025 | Family Capital Management Inc. | 25,068 | $914K | 0.6% | -1.6% | 0.809% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 46,683 | $1.70M | 0.0% | +474.6% | 1.506% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 26,605 | $962K | 0.1% | +12.8% | 0.858% | |
| 4/24/2025 | Philip James Wealth Mangement LLC | 115,034 | $4.20M | 0.5% | +2.3% | 3.711% | |
| 4/23/2025 | International Assets Investment Management LLC | 11,085 | $404K | 0.0% | -13.2% | 0.358% | |
| 4/22/2025 | First PREMIER Bank | 347,680 | $12.68M | 3.2% | -0.4% | 11.215% | |
| 4/22/2025 | Congress Park Capital LLC | 18,400 | $671K | 0.3% | N/A | 0.594% | |
| 4/17/2025 | Sowell Financial Services LLC | 73,615 | $2.69M | 0.1% | +2.3% | 2.375% | |
| 4/17/2025 | Grant Private Wealth Management Inc | 8,214 | $300K | 0.3% | N/A | 0.265% | |
| 2/18/2025 | Sunbelt Securities Inc. | 2,373 | $89K | 0.0% | -12.5% | 0.074% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 94,971 | $3.54M | 0.0% | N/A | 2.968% | |
| 2/13/2025 | Mariner LLC | 18,428 | $686K | 0.0% | -6.6% | 0.576% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 8,124 | $303K | 0.0% | N/A | 0.254% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 15,125 | $563K | 0.0% | -11.5% | 0.473% | |
| 2/11/2025 | LPL Financial LLC | 161,906 | $6.03M | 0.0% | +62.1% | 5.060% | |
| 2/7/2025 | Sowell Financial Services LLC | 71,926 | $2.68M | 0.1% | +30.2% | 2.248% | |
| 2/6/2025 | Patten Group Inc. | 116,164 | $4.33M | 1.0% | +8.7% | 3.630% | |
| 2/5/2025 | Kovack Advisors Inc. | 40,849 | $1.52M | 0.1% | +1.3% | 1.277% | |
| 2/3/2025 | Private Advisor Group LLC | 103,987 | $3.87M | 0.0% | +17.0% | 3.250% | |
| 1/31/2025 | Fortis Group Advisors LLC | 40,748 | $1.52M | 0.3% | +18.8% | 1.273% | |
| 1/31/2025 | Philip James Wealth Mangement LLC | 112,446 | $4.19M | 0.5% | +0.5% | 3.514% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 23,585 | $882K | 0.1% | +25.4% | 0.737% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 31,386 | $1.17M | 0.0% | -8.8% | 0.981% | |
| 1/24/2025 | Lunt Capital Management Inc. | 62,561 | $2.33M | 0.9% | +19.7% | 1.955% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 42,084 | $1.57M | 0.1% | +7.2% | 1.315% | |
| 1/17/2025 | First PREMIER Bank | 349,099 | $13.00M | 3.3% | -0.8% | 10.909% | |
| 1/8/2025 | International Assets Investment Management LLC | 12,764 | $477K | 0.0% | N/A | 0.399% | |
| 11/18/2024 | Asset Allocation Strategies LLC | 313,916 | $12.00M | 3.4% | -19.1% | 9.810% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 17,085 | $653K | 0.0% | -9.3% | 0.534% | |
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| 11/15/2024 | Jane Street Group LLC | 11,392 | $435K | 0.0% | +57.0% | 0.356% | |
| 11/15/2024 | Wolverine Trading LLC | 9,747 | $371K | 0.0% | N/A | 0.305% | |
| 11/14/2024 | WFA of San Diego LLC | 55,334 | $2.11M | 1.8% | -1.6% | 1.729% | |
| 11/12/2024 | Family Capital Management Inc. | 25,582 | $977K | 0.6% | -16.3% | 0.799% | |
| 11/8/2024 | Darwin Wealth Management LLC | 72,959 | $2.79M | 0.8% | -6.5% | 2.280% | |
| 11/1/2024 | Philip James Wealth Mangement LLC | 111,890 | $4.28M | 0.5% | +4.4% | 3.497% | |
| 10/24/2024 | Lunt Capital Management Inc. | 52,279 | $2.00M | 0.9% | +17.9% | 1.634% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 18,801 | $716K | 0.1% | +319.9% | 0.588% | |
| 10/22/2024 | Private Advisor Group LLC | 88,914 | $3.40M | 0.0% | +3.1% | 2.779% | |
| 10/21/2024 | Fortis Group Advisors LLC | 34,299 | $1.31M | 0.2% | N/A | 1.072% | |
| 10/9/2024 | Congress Park Capital LLC | 19,700 | $753K | 0.3% | N/A | 0.616% | |
| 10/9/2024 | Patten Group Inc. | 106,831 | $4.08M | 0.9% | +15.2% | 3.338% | |
| 10/8/2024 | First PREMIER Bank | 351,869 | $13.44M | 3.4% | -0.5% | 10.996% | |
| 7/17/2024 | First PREMIER Bank | 353,642 | $13.23M | 3.5% | -4.1% | 11.051% | |
| 7/10/2024 | CWM LLC | 1,931 | $72K | 0.0% | -15.3% | 0.060% | |
| 5/21/2024 | Atria Investments Inc | 31,691 | $1.17M | 0.0% | +1.6% | 0.990% | |
| 5/17/2024 | WealthPlan Investment Management LLC | 6,267 | $230K | 0.0% | -95.2% | 0.196% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 24,891 | $916K | 0.0% | +30.2% | 0.778% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 31,578 | $1.16M | 0.1% | +11.9% | 0.987% | |
| 4/30/2024 | Private Advisor Group LLC | 87,520 | $3.22M | 0.0% | -45.2% | 2.735% | |
| 4/23/2024 | Lunt Capital Management Inc. | 38,216 | $1.41M | 0.7% | +4.8% | 1.194% | |
| 4/12/2024 | First PREMIER Bank | 368,670 | $13.56M | 3.6% | -0.7% | 11.521% | |
| 4/11/2024 | International Assets Investment Management LLC | 24,753 | $908K | 0.0% | -25.2% | 0.774% | |
| 2/14/2024 | Asset Allocation Strategies LLC | 406,337 | $13.91M | 5.4% | -6.2% | 7.967% | |
| 2/13/2024 | Anson Capital Inc. | 25,207 | $863K | 1.4% | -79.5% | 0.494% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 19,115 | $649K | 0.0% | N/A | 0.375% | |
| 2/7/2024 | Darwin Wealth Management LLC | 56,162 | $1.92M | 0.5% | -7.6% | 1.101% | |
| 2/6/2024 | Private Advisor Group LLC | 159,633 | $5.46M | 0.0% | +11.7% | 3.130% | |
| 2/5/2024 | HHM Wealth Advisors LLC | 4,372 | $150K | 0.0% | -13.7% | 0.086% | |
| 2/2/2024 | Kovack Advisors Inc. | 41,564 | $1.42M | 0.2% | N/A | 0.815% | |
| 2/1/2024 | CWM LLC | 139,088 | $4.76M | 0.0% | -5.6% | 2.727% | |
| 1/31/2024 | Family Capital Management Inc. | 39,779 | $1.36M | 1.0% | -63.6% | 0.780% | |
| 1/30/2024 | Lunt Capital Management Inc. | 36,452 | $1.25M | 0.6% | +3.8% | 0.715% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 28,218 | $966K | 0.0% | N/A | 0.553% | |
| 1/25/2024 | International Assets Investment Management LLC | 33,113 | $1.13M | 0.0% | -29.0% | 0.649% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 62,375 | $2.14M | 0.0% | -29.0% | 1.223% | |
| 1/24/2024 | Sowell Financial Services LLC | 58,422 | $2M | 0.1% | -6.7% | 1.146% | |
| 1/24/2024 | International Assets Investment Management LLC | 1,133,458 | $38.80M | 0.0% | +2,331.4% | 22.225% | |
| 1/22/2024 | Baron Financial Group LLC | 16,950 | $580K | 0.4% | -86.6% | 0.332% | |
| 1/17/2024 | First PREMIER Bank | 371,378 | $12.71M | 3.6% | -6.6% | 7.282% | |
| 1/11/2024 | Patten Group Inc. | 79,312 | $2.72M | 0.7% | +2.7% | 1.555% | |
| 1/5/2024 | WealthPlan Investment Management LLC | 130,828 | $4.48M | 0.7% | +7.2% | 2.565% | |
| 11/17/2023 | Asset Allocation Strategies LLC | 433,127 | $13.50M | 6.2% | +3.6% | 8.493% | |
| 11/15/2023 | WealthPlan Investment Management LLC | 122,032 | $3.80M | 0.5% | +29,809.8% | 2.393% | |
| 11/13/2023 | Mariner LLC | 153,281 | $4.78M | 0.0% | -18.1% | 3.006% | |
| 11/13/2023 | LPL Financial LLC | 191,364 | $5.96M | 0.0% | -19.4% | 3.752% | |
| 11/13/2023 | Clearstead Advisors LLC | 2,506 | $78K | 0.0% | +32.4% | 0.049% | |
| 11/13/2023 | Kestra Advisory Services LLC | 44,553 | $1.39M | 0.0% | N/A | 0.874% | |
| 11/8/2023 | Sowell Financial Services LLC | 62,630 | $1.95M | 0.1% | -0.6% | 1.228% | |
| 11/7/2023 | Darwin Wealth Management LLC | 60,777 | $1.89M | 0.5% | -2.0% | 1.192% | |
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| 11/7/2023 | Clearstead Advisors LLC | 2,506 | $78K | 0.0% | +32.4% | 0.049% | |
| 11/7/2023 | Atria Investments Inc | 35,043 | $1.09M | 0.0% | -18.5% | 0.687% | |
| 11/3/2023 | Private Advisor Group LLC | 142,907 | $4.45M | 0.0% | +6.3% | 2.802% | |
| 11/2/2023 | WFA of San Diego LLC | 62,279 | $1.94M | 2.0% | -4.2% | 1.221% | |
| 11/2/2023 | WealthPlan Investment Management LLC | 52,160 | $1.63M | 0.2% | +12,684.3% | 1.023% | |
| 10/31/2023 | Lunt Capital Management Inc. | 35,108 | $1.09M | 0.6% | +14.9% | 0.688% | |
| 10/26/2023 | Paul Damon & Associates Inc. | 109,418 | $3.41M | 2.3% | -2.8% | 2.145% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 87,808 | $2.74M | 0.1% | -5.4% | 1.722% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 14,586 | $454K | 0.0% | -38.0% | 0.286% | |
| 10/19/2023 | Connecticut Wealth Management LLC | 10,483 | $327K | 0.0% | -61.1% | 0.206% | |
