| 5/28/2025 | Anderson Financial Strategies LLC | 1,813 | $40K | 0.0% | N/A | 0.028% | |
| 5/14/2025 | Freedom Investment Management Inc. | 87,289 | $1.94M | 0.2% | -2.4% | 1.397% | |
| 5/13/2025 | 17 Capital Partners LLC | 33,544 | $745K | 0.5% | +23.5% | 0.537% | |
| 5/13/2025 | Rathbones Group PLC | 125,635 | $2.79M | 0.0% | -0.6% | 2.010% | |
| 5/7/2025 | LPL Financial LLC | 340,711 | $7.57M | 0.0% | +13.5% | 5.451% | |
| 5/5/2025 | Private Advisor Group LLC | 40,801 | $906K | 0.0% | -8.6% | 0.703% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 25,365 | $563K | 0.0% | -2.5% | 0.437% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 859,926 | $19.10M | 1.0% | +13.7% | 14.826% | |
| 4/28/2025 | McGinn Penninger Investment Management Inc. | 13,358 | $297K | 0.2% | N/A | 0.230% | |
| 4/28/2025 | Vontobel Holding Ltd. | 22,123 | $491K | 0.0% | -2.4% | 0.381% | |
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| 4/24/2025 | Tanager Wealth Management LLP | 746,794 | $16.59M | 2.2% | +11.4% | 12.876% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 50,619 | $1.13M | 0.2% | -7.7% | 0.873% | |
| 4/14/2025 | Millington Financial Advisors LLC | 23,700 | $542K | 0.3% | +16.2% | 0.419% | |
| 4/8/2025 | Pacifica Partners Inc. | 15,300 | $347K | 0.2% | +6.3% | 0.271% | |
| 2/17/2025 | Urban Financial Advisory Corp | 905,795 | $19.55M | 10.7% | +1.2% | 15.891% | |
| 2/17/2025 | Citadel Advisors LLC | 11,899 | $257K | 0.0% | -53.8% | 0.209% | |
| 2/17/2025 | Bank of America Corp DE | 20,224 | $436K | 0.0% | N/A | 0.355% | |
| 2/14/2025 | Jane Street Group LLC | 55,655 | $1.20M | 0.0% | N/A | 0.976% | |
| 2/14/2025 | Stifel Financial Corp | 51,309 | $1.11M | 0.0% | -0.9% | 0.900% | |
| 2/13/2025 | Rathbones Group PLC | 126,415 | $2.73M | 0.0% | +3.3% | 2.218% | |
| 2/13/2025 | Wells Fargo & Company MN | 147,855 | $3.19M | 0.0% | -34.2% | 2.594% | |
| 2/12/2025 | Climber Capital SA | 57,215 | $1.23M | 0.9% | N/A | 1.004% | |
| 2/11/2025 | LPL Financial LLC | 300,315 | $6.48M | 0.0% | +46.2% | 5.269% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 55,940 | $1.25M | 0.0% | +9.8% | 0.981% | |
| 2/5/2025 | Checchi Capital Advisers LLC | 756,412 | $16.32M | 0.9% | +4.0% | 13.270% | |
| 2/4/2025 | Millington Financial Advisors LLC | 20,388 | $441K | 0.3% | +37.5% | 0.358% | |
| 1/30/2025 | Walkner Condon Financial Advisors LLC | 54,859 | $1.18M | 0.2% | -2.3% | 0.962% | |
| 1/30/2025 | Vontobel Holding Ltd. | 22,675 | $489K | 0.0% | +2.7% | 0.398% | |
| 1/28/2025 | 17 Capital Partners LLC | 27,165 | $586K | 0.4% | +17.9% | 0.477% | |
| 1/27/2025 | Tanager Wealth Management LLP | 670,634 | $14.47M | 1.9% | +17.8% | 11.766% | |
| 1/22/2025 | Peak Financial Management Inc. | 345,464 | $7.46M | 2.2% | -2.1% | 6.061% | |
| 1/14/2025 | Pacifica Partners Inc. | 14,390 | $309K | 0.1% | -6.5% | 0.252% | |
| 11/15/2024 | Urban Financial Advisory Corp | 894,920 | $20.95M | 11.6% | +0.7% | 15.700% | |
| 11/15/2024 | Stifel Financial Corp | 51,791 | $1.21M | 0.0% | +16.6% | 0.909% | |
| 11/14/2024 | Flow Traders U.S. LLC | 10,000 | $234K | 0.0% | N/A | 0.175% | |
| 11/13/2024 | Freedom Investment Management Inc. | 89,277 | $2.09M | 0.2% | +0.9% | 1.566% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 50,963 | $1.19M | 0.0% | +427.7% | 0.894% | |
| 11/2/2024 | 17 Capital Partners LLC | 23,049 | $540K | 0.4% | +11.9% | 0.404% | |
| 10/31/2024 | Walkner Condon Financial Advisors LLC | 56,159 | $1.32M | 0.3% | -3.4% | 0.985% | |
| 10/23/2024 | Tanager Wealth Management LLP | 569,197 | $13.33M | 1.8% | +2.8% | 9.986% | |
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| 10/22/2024 | Private Advisor Group LLC | 45,061 | $1.06M | 0.0% | +12.3% | 0.791% | |
| 10/16/2024 | Vontobel Holding Ltd. | 22,077 | $517K | 0.0% | -2.2% | 0.387% | |
| 10/15/2024 | Peak Financial Management Inc. | 352,903 | $8.26M | 2.4% | +1.8% | 6.191% | |
| 10/8/2024 | Pacifica Partners Inc. | 15,390 | $360K | 0.1% | +7.7% | 0.270% | |
| 8/9/2024 | Rathbones Group PLC | 121,862 | $2.68M | 0.0% | +5.9% | 2.138% | |
| 8/5/2024 | Private Advisor Group LLC | 40,126 | $883K | 0.0% | +6.5% | 0.704% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 43,128 | $949K | 0.0% | -7.2% | 0.757% | |
| 7/30/2024 | Millington Financial Advisors LLC | 12,561 | $276K | 0.2% | +6.8% | 0.220% | |
| 7/26/2024 | Walkner Condon Financial Advisors LLC | 58,159 | $1.28M | 0.3% | +4.5% | 1.020% | |
| 7/26/2024 | Checchi Capital Advisers LLC | 684,976 | $15.07M | 0.8% | +15.5% | 12.017% | |
| 7/25/2024 | Tanager Wealth Management LLP | 553,773 | $12.18M | 1.8% | +3.0% | 9.715% | |
| 7/18/2024 | 17 Capital Partners LLC | 20,604 | $453K | 0.3% | +5.1% | 0.361% | |
| 5/1/2024 | Tanager Wealth Management LLP | 537,742 | $12.03M | 1.9% | +8.6% | 9.434% | |
| 4/30/2024 | Private Advisor Group LLC | 37,678 | $843K | 0.0% | +2.7% | 0.661% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 46,471 | $1.04M | 0.0% | +6.8% | 0.815% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 592,895 | $13.26M | 1.0% | +1.2% | 10.494% | |
| 4/11/2024 | 17 Capital Partners LLC | 19,603 | $438K | 0.3% | N/A | 0.363% | |
| 2/29/2024 | Acima Private Wealth LLC | 427,627 | $9.86M | 3.8% | +1.8% | 7.919% | |
| 2/13/2024 | Rathbones Group PLC | 115,634 | $2.67M | 0.0% | -25.8% | 2.141% | |
| 2/12/2024 | Hilltop Holdings Inc. | 226,655 | $5.22M | 0.6% | N/A | 4.197% | |
| 2/7/2024 | Checchi Capital Advisers LLC | 585,887 | $13.51M | 1.1% | -9.6% | 10.850% | |
| 2/7/2024 | Arlington Capital Management Inc. | 87,838 | $2.03M | 1.8% | +326.6% | 1.627% | |
| 2/6/2024 | Private Advisor Group LLC | 36,677 | $845K | 0.0% | +4.0% | 0.679% | |
| 2/1/2024 | Millington Financial Advisors LLC | 10,691 | $246K | 0.2% | +6.7% | 0.198% | |
| 1/31/2024 | Tanager Wealth Management LLP | 495,084 | $11.41M | 2.1% | +8.7% | 9.168% | |
| 1/24/2024 | Walkner Condon Financial Advisors LLC | 49,694 | $1.15M | 0.3% | +8.9% | 0.920% | |
| 1/18/2024 | Peak Financial Management Inc. | 335,832 | $7.74M | 2.6% | +8.9% | 6.219% | |
| 1/11/2024 | Ausdal Financial Partners Inc. | 9,711 | $224K | 0.0% | N/A | 0.180% | |
| 1/8/2024 | Pacifica Partners Inc. | 14,775 | $327K | 0.2% | +4.2% | 0.274% | |
| 11/15/2023 | Integrated Wealth Concepts LLC | 320,853 | $6.67M | 0.1% | +1.9% | 5.942% | |
| 11/13/2023 | Rathbones Group PLC | 155,860 | $3.24M | 0.0% | -15.2% | 2.886% | |
| 11/13/2023 | Checchi Capital Advisers LLC | 647,861 | $13.48M | 1.2% | +27.6% | 11.997% | |
| 11/8/2023 | Tanager Wealth Management LLP | 455,466 | $9.47M | 2.0% | +15.6% | 8.435% | |
| 11/3/2023 | Private Advisor Group LLC | 35,258 | $733K | 0.0% | +5.1% | 0.653% | |
| 11/2/2023 | Millington Financial Advisors LLC | 10,020 | $208K | 0.2% | N/A | 0.186% | |
| 10/25/2023 | Peak Financial Management Inc. | 308,271 | $6.41M | 1.7% | +255.8% | 5.709% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 43,441 | $904K | 0.0% | +3.1% | 0.804% | |
| 10/20/2023 | Walkner Condon Financial Advisors LLC | 45,624 | $949K | 0.3% | +73.3% | 0.845% | |
| 8/24/2023 | Arlington Capital Management Inc. | 20,401 | $441K | 0.4% | N/A | 0.378% | |
| 8/10/2023 | Private Advisor Group LLC | 33,540 | $725K | 0.0% | +8.4% | 0.621% | |
| 8/10/2023 | Checchi Capital Advisers LLC | 507,585 | $10.98M | 1.0% | +3.4% | 9.400% | |
| 8/4/2023 | Rathbones Group PLC | 183,689 | $3.97M | 0.0% | +3.2% | 3.402% | |
| 8/3/2023 | Tanager Wealth Management LLP | 394,142 | $8.53M | 1.8% | +9.0% | 7.299% | |
| 8/2/2023 | Bank of Montreal Can | 7,224 | $156K | 0.0% | N/A | 0.134% | |
| 7/31/2023 | LPL Financial LLC | 129,831 | $2.81M | 0.0% | +11.3% | 2.404% | |
| 7/27/2023 | Peak Financial Management Inc. | 86,640 | $1.87M | 0.7% | N/A | 1.733% | |
| 7/21/2023 | Walkner Condon Financial Advisors LLC | 26,320 | $569K | 0.2% | +70.9% | 0.526% | |
| 5/12/2023 | Rathbones Group PLC | 177,990 | $3.88M | 0.0% | +3.5% | 3.747% | |
| 5/10/2023 | Private Advisor Group LLC | 30,929 | $673K | 0.0% | N/A | 0.651% | |
| 5/8/2023 | Checchi Capital Advisers LLC | 490,839 | $10.69M | 1.0% | -1.2% | 10.333% | |
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| 5/3/2023 | Integrated Wealth Concepts LLC | 265,288 | $5.78M | 0.1% | +6.7% | 5.585% | |
| 4/21/2023 | Walkner Condon Financial Advisors LLC | 15,400 | $335K | 0.1% | +23.9% | 0.324% | |
| 4/18/2023 | Tanager Wealth Management LLP | 361,682 | $7.87M | 1.9% | +7.7% | 7.614% | |
| 4/12/2023 | Vontobel Holding Ltd. | 22,807 | $497K | 0.0% | +4.5% | 0.439% | |
| 2/14/2023 | Grey Fox Wealth Advisors LLC | 2,072 | $44K | 0.0% | N/A | 0.040% | |
| 2/13/2023 | Integrated Wealth Concepts LLC | 248,588 | $5.26M | 0.1% | +25.3% | 4.781% | |
| 2/10/2023 | Checchi Capital Advisers LLC | 496,863 | $10.51M | 1.1% | -18.6% | 9.555% | |
| 2/10/2023 | StoneX Group Inc. | 11,292 | $239K | 0.2% | N/A | 0.217% | |
| 2/8/2023 | Millington Financial Advisors LLC | 9,814 | $208K | 0.2% | N/A | 0.189% | |
| 2/7/2023 | LPL Financial LLC | 105,187 | $2.23M | 0.0% | +18.0% | 2.023% | |
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