| 5/14/2025 | Freedom Investment Management Inc. | 9,948 | $292K | 0.0% | +31.7% | 0.210% | |
| 5/13/2025 | HighTower Advisors LLC | 172,222 | $5.05M | 0.0% | +321.8% | 3.641% | |
| 5/9/2025 | Haven Private LLC | 39,177 | $1.15M | 0.6% | +38.4% | 0.828% | |
| 5/7/2025 | Ironsides Asset Advisors LLC | 46,051 | $1.35M | 0.4% | +60.1% | 0.974% | |
| 5/7/2025 | LPL Financial LLC | 242,569 | $7.11M | 0.0% | +130.3% | 5.128% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 8,349 | $245K | 0.0% | -31.4% | 0.174% | |
| 5/2/2025 | Fortis Group Advisors LLC | 204,215 | $5.99M | 1.2% | -5.0% | 4.254% | |
| 5/1/2025 | CWM LLC | 14,699 | $431K | 0.0% | -12.2% | 0.306% | |
| 5/1/2025 | Rational Advisors Inc. | 35,000 | $1.03M | 0.1% | N/A | 0.729% | |
| 5/1/2025 | WESPAC Advisors LLC | 30,478 | $893K | 0.7% | N/A | 0.635% | |
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| 4/30/2025 | Stratos Wealth Advisors LLC | 35,289 | $1.03M | 0.1% | +154.7% | 0.735% | |
| 4/30/2025 | Stratos Investment Management LLC | 56,063 | $1.64M | 0.1% | N/A | 1.168% | |
| 4/29/2025 | Lee Danner & Bass Inc. | 147,562 | $4.33M | 0.3% | -0.8% | 3.074% | |
| 4/29/2025 | Strategic Blueprint LLC | 16,277 | $477K | 0.0% | N/A | 0.339% | |
| 4/24/2025 | Cambridge Advisors Inc. | 7,037 | $206K | 0.0% | N/A | 0.147% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 20,903 | $613K | 0.0% | +19.2% | 0.435% | |
| 4/21/2025 | GFS Advisors LLC | 18,100 | $531K | 0.1% | +7.1% | 0.377% | |
| 4/17/2025 | Copia Wealth Management | 83,129 | $2.44M | 2.3% | +4.5% | 1.732% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 574,906 | $16.85M | 0.0% | +8.7% | 11.977% | |
| 4/15/2025 | Integrated Advisors Network LLC | 8,891 | $261K | 0.0% | -15.8% | 0.185% | |
| 4/14/2025 | Flagship Private Wealth LLC | 11,286 | $331K | 0.2% | -54.8% | 0.234% | |
| 4/11/2025 | Insight Advisors LLC PA | 13,222 | $388K | 0.1% | +3.9% | 0.274% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 528,933 | $15.69M | 0.0% | +31.4% | 10.579% | |
| 3/6/2025 | Copia Wealth Management | 79,541 | $2.36M | 2.2% | N/A | 1.647% | |
| 2/25/2025 | Integrated Advisors Network LLC | 10,559 | $313K | 0.0% | N/A | 0.219% | |
| 2/18/2025 | Harmony Asset Management LLC | 7,195 | $213K | 0.1% | N/A | 0.172% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 34,074 | $1.01M | 0.0% | -28.7% | 0.815% | |
| 2/14/2025 | Freedom Investment Management Inc. | 7,553 | $224K | 0.0% | +9.0% | 0.181% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 3,283 | $100K | 0.0% | +19.1% | 0.079% | |
| 2/13/2025 | Raymond James Financial Inc. | 8,116 | $241K | 0.0% | N/A | 0.194% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 6,988 | $207K | 0.0% | -6.0% | 0.167% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 11,559 | $343K | 0.0% | -8.2% | 0.277% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 81,004 | $2.40M | 0.2% | +43.9% | 1.938% | |
| 2/11/2025 | LPL Financial LLC | 105,330 | $3.12M | 0.0% | -85.1% | 2.520% | |
| 2/11/2025 | Lee Danner & Bass Inc. | 148,780 | $4.41M | 0.3% | +1.0% | 3.559% | |
| 2/11/2025 | TAP Consulting LLC | 51,323 | $1.52M | 0.3% | -22.0% | 1.228% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 17,745 | $526K | 0.0% | N/A | 0.425% | |
| 2/10/2025 | Ironsides Asset Advisors LLC | 28,760 | $853K | 0.2% | -20.0% | 0.688% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 16,577 | $492K | 0.0% | -3.8% | 0.397% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 12,171 | $361K | 0.0% | -3.7% | 0.291% | |
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| 2/7/2025 | HighTower Advisors LLC | 40,831 | $1.21M | 0.0% | -47.2% | 0.977% | |
| 2/7/2025 | Haven Private LLC | 28,299 | $839K | 0.5% | N/A | 0.677% | |
| 2/6/2025 | Raymond James Financial Inc. | 8,116 | $241K | 0.0% | N/A | 0.194% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 2,365 | $70K | 0.0% | -51.4% | 0.057% | |
| 2/3/2025 | Private Advisor Group LLC | 18,393 | $546K | 0.0% | -62.5% | 0.440% | |
| 1/31/2025 | Fortis Group Advisors LLC | 214,938 | $6.38M | 1.2% | -3.1% | 5.142% | |
| 1/31/2025 | Sanctuary Advisors LLC | 47,434 | $1.47M | 0.0% | +22.2% | 1.135% | |
| 1/30/2025 | Principal Securities Inc. | 2,823 | $84K | 0.0% | N/A | 0.068% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 597,044 | $17.71M | 0.8% | -8.1% | 14.283% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 13,854 | $411K | 0.0% | -6.1% | 0.331% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 59,850 | $1.78M | 0.1% | -1.6% | 1.432% | |
| 1/23/2025 | GFS Advisors LLC | 16,900 | $501K | 0.1% | N/A | 0.404% | |
| 1/21/2025 | Flagship Private Wealth LLC | 24,981 | $741K | 0.4% | -7.4% | 0.598% | |
| 11/25/2024 | Sanctuary Advisors LLC | 38,802 | $1.20M | 0.0% | -3.6% | 0.928% | |
| 11/15/2024 | MML Investors Services LLC | 8,808 | $289K | 0.0% | +19.0% | 0.211% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 12,585 | $413K | 0.0% | N/A | 0.301% | |
| 11/15/2024 | National Bank of Canada FI | 14,169 | $465K | 0.0% | N/A | 0.339% | |
| 11/15/2024 | Jane Street Group LLC | 8,144 | $267K | 0.0% | N/A | 0.195% | |
| 11/15/2024 | Stifel Financial Corp | 91,224 | $3.00M | 0.0% | -37.2% | 2.182% | |
| 11/15/2024 | HighTower Advisors LLC | 77,280 | $2.54M | 0.0% | +168.2% | 1.849% | |
| 11/13/2024 | Freedom Investment Management Inc. | 6,930 | $228K | 0.0% | N/A | 0.166% | |
| 11/13/2024 | Private Trust Co. NA | 5,196 | $171K | 0.0% | +73.8% | 0.124% | |
| 11/12/2024 | Pekin Hardy Strauss Inc. | 8,660 | $284K | 0.0% | +7.8% | 0.207% | |
| 11/12/2024 | WESPAC Advisors LLC | 9,517 | $312K | 0.2% | N/A | 0.228% | |
| 10/31/2024 | Ironsides Asset Advisors LLC | 35,930 | $1.18M | 0.3% | N/A | 0.860% | |
| 10/30/2024 | Flagship Private Wealth LLC | 26,976 | $886K | 0.5% | N/A | 0.645% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 32,373 | $1.06M | 0.0% | +41.7% | 0.774% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 649,532 | $21.32M | 1.0% | +3.7% | 15.539% | |
| 10/25/2024 | Diversify Advisory Services LLC | 299,920 | $9.67M | 0.5% | -61.4% | 7.175% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 402,554 | $13.22M | 0.0% | +123.4% | 9.630% | |
| 10/22/2024 | Private Advisor Group LLC | 49,001 | $1.61M | 0.0% | +220.9% | 1.172% | |
| 10/21/2024 | Fortis Group Advisors LLC | 221,820 | $7.28M | 1.3% | +171.3% | 5.307% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 14,747 | $484K | 0.0% | N/A | 0.353% | |
| 10/10/2024 | JBR Co Financial Management Inc | 8,335 | $274K | 0.2% | N/A | 0.199% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 2,757 | $91K | 0.0% | +119.7% | 0.066% | |
| 10/9/2024 | Ferguson Shapiro LLC | 19,324 | $634K | 0.2% | N/A | 0.462% | |
| 10/9/2024 | TAP Consulting LLC | 65,823 | $2.16M | 0.4% | -8.4% | 1.575% | |
| 10/8/2024 | CWM LLC | 13,614 | $447K | 0.0% | +13.2% | 0.326% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 66,678 | $2.19M | 0.2% | N/A | 1.595% | |
| 10/8/2024 | Brookstone Capital Management | 8,989 | $295K | 0.0% | -35.0% | 0.215% | |
| 9/5/2024 | Sanctuary Advisors LLC | 40,239 | $1.17M | 0.0% | N/A | 0.963% | |
| 8/9/2024 | Pekin Hardy Strauss Inc. | 8,030 | $252K | 0.0% | N/A | 0.192% | |
| 8/8/2024 | PFG Advisors | 24,784 | $778K | 0.1% | +93.1% | 0.593% | |
| 8/6/2024 | TAP Consulting LLC | 71,878 | $2.26M | 0.5% | -34.4% | 1.720% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 15,193 | $477K | 0.0% | +4.5% | 0.363% | |
| 7/31/2024 | Fortis Group Advisors LLC | 81,759 | $2.57M | 0.5% | +8.5% | 1.956% | |
| 7/30/2024 | Lee Danner & Bass Inc. | 139,083 | $4.37M | 0.3% | N/A | 3.327% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 8,588 | $270K | 0.0% | -24.1% | 0.205% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 32,583 | $1.02M | 0.0% | -28.6% | 0.779% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 1,255 | $39K | 0.0% | N/A | 0.030% | |
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| 7/18/2024 | Brookstone Capital Management | 13,837 | $442K | 0.0% | +25.0% | 0.331% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 180,163 | $5.66M | 0.0% | +421.1% | 4.310% | |
| 7/16/2024 | Insight Advisors LLC PA | 12,268 | $385K | 0.1% | -4.2% | 0.293% | |
| 7/12/2024 | Diversify Advisory Services LLC | 777,212 | $24.07M | 1.3% | N/A | 18.594% | |
| 7/10/2024 | CWM LLC | 12,029 | $378K | 0.0% | +300.8% | 0.288% | |
| 5/24/2024 | Cetera Advisors LLC | 21,594 | $668K | 0.0% | N/A | 0.517% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 6,533 | $202K | 0.0% | N/A | 0.162% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 17,032 | $527K | 0.0% | N/A | 0.423% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 7,005 | $217K | 0.0% | N/A | 0.174% | |
| 5/7/2024 | PFG Advisors | 12,834 | $397K | 0.0% | N/A | 0.318% | |
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