| 4/30/2025 | Mraz Amerine & Associates Inc. | 38,549 | $1.12M | 0.2% | +2.7% | 1.325% | |
| 4/25/2025 | Essex Financial Services Inc. | 29,388 | $860K | 0.1% | -2.9% | 1.010% | |
| 4/14/2025 | One Plus One Wealth Management LLC | 142,080 | $4.16M | 2.3% | +2.3% | 4.784% | |
| 2/17/2025 | Two Sigma Investments LP | 13,203 | $391K | 0.0% | N/A | 0.310% | |
| 2/17/2025 | Cetera Investment Advisers | 95,865 | $2.84M | 0.0% | +547.3% | 2.250% | |
| 2/17/2025 | Bank of America Corp DE | 141,687 | $4.19M | 0.0% | -22.2% | 3.326% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 7,531 | $223K | 0.0% | -24.0% | 0.177% | |
| 2/13/2025 | NewEdge Advisors LLC | 25,603 | $758K | 0.0% | +9.6% | 0.601% | |
| 2/13/2025 | Raymond James Financial Inc. | 50,351 | $1.49M | 0.0% | N/A | 1.182% | |
| 2/11/2025 | LPL Financial LLC | 107,876 | $3.19M | 0.0% | -15.1% | 2.532% | |
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| 2/11/2025 | Comprehensive Wealth Management LLC | 44,471 | $1.32M | 1.0% | +122.8% | 1.044% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 20,332 | $602K | 0.0% | -35.5% | 0.477% | |
| 2/6/2025 | Raymond James Financial Inc. | 50,351 | $1.49M | 0.0% | N/A | 1.182% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 969 | $29K | 0.0% | +149.7% | 0.023% | |
| 1/31/2025 | Global Retirement Partners LLC | 18,126 | $537K | 0.0% | +21.3% | 0.425% | |
| 1/31/2025 | Mraz Amerine & Associates Inc. | 37,542 | $1.11M | 0.2% | +33.0% | 0.881% | |
| 1/29/2025 | MGB Wealth Management LLC | 7,500 | $219K | 0.1% | -58.8% | 0.176% | |
| 1/29/2025 | One Plus One Wealth Management LLC | 138,865 | $4.11M | 2.4% | -2.1% | 3.260% | |
| 1/27/2025 | Schmidt P J Investment Management Inc. | 20,921 | $619K | 0.1% | +1.6% | 0.491% | |
| 1/21/2025 | PCG Wealth Advisors LLC | 19,854 | $588K | 0.2% | -38.4% | 0.466% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 7,559 | $224K | 0.0% | -7.4% | 0.177% | |
| 12/26/2024 | JPMorgan Chase & Co. | 2,390 | $71K | 0.0% | N/A | 0.056% | |
| 11/12/2024 | MGB Wealth Management LLC | 18,211 | $540K | 0.2% | -2.7% | 0.427% | |
| 11/12/2024 | KKM Financial LLC | 13,999 | $415K | 0.2% | -45.6% | 0.329% | |
| 11/6/2024 | Comprehensive Wealth Management LLC | 19,958 | $592K | 0.4% | N/A | 0.468% | |
| 10/30/2024 | One Plus One Wealth Management LLC | 141,796 | $4.20M | 2.5% | +8.3% | 3.329% | |
| 10/23/2024 | Mraz Amerine & Associates Inc. | 28,228 | $837K | 0.2% | +33.5% | 0.663% | |
| 10/23/2024 | Schmidt P J Investment Management Inc. | 20,582 | $610K | 0.1% | -2.3% | 0.483% | |
| 10/22/2024 | Private Advisor Group LLC | 44,266 | $1.31M | 0.0% | +4.1% | 1.039% | |
| 10/16/2024 | Global Retirement Partners LLC | 14,947 | $443K | 0.0% | -50.8% | 0.351% | |
| 10/8/2024 | Brookstone Capital Management | 24,650 | $731K | 0.0% | +17.6% | 0.579% | |
| 10/4/2024 | MRA Advisory Group | 98,356 | $2.92M | 1.6% | N/A | 2.309% | |
| 8/22/2024 | Cetera Investment Advisers | 43,814 | $1.45M | 0.0% | +6.7% | 1.028% | |
| 8/6/2024 | Gentry Private Wealth LLC | 13,952 | $462K | 0.4% | N/A | 0.328% | |
| 8/5/2024 | Private Advisor Group LLC | 42,513 | $1.41M | 0.0% | +17.4% | 0.998% | |
| 8/1/2024 | Mraz Amerine & Associates Inc. | 21,138 | $699K | 0.1% | +39.7% | 0.496% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 33,353 | $1.10M | 0.0% | -77.5% | 0.783% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,000 | $33K | 0.0% | N/A | 0.023% | |
| 7/29/2024 | Schmidt P J Investment Management Inc. | 21,066 | $697K | 0.1% | -7.7% | 0.495% | |
| 7/19/2024 | Financial Partners Group Inc | 8,877 | $294K | 0.0% | N/A | 0.208% | |
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| 7/18/2024 | Brookstone Capital Management | 20,968 | $708K | 0.0% | +54.3% | 0.492% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 56,948 | $1.88M | 0.1% | +3.3% | 1.337% | |
| 7/16/2024 | PCG Wealth Advisors LLC | 34,628 | $1.15M | 0.5% | +93.8% | 0.813% | |
| 7/11/2024 | Parkside Investments LLC | 190,140 | $6.29M | 1.0% | +2.0% | 4.463% | |
| 7/10/2024 | CWM LLC | 1,519 | $50K | 0.0% | +1,980.8% | 0.036% | |
| 7/9/2024 | Mather Group LLC. | 1,000 | $36K | 0.0% | N/A | 0.023% | |
| 5/21/2024 | LRI Investments LLC | 1,162 | $42K | 0.0% | N/A | 0.027% | |
| 5/17/2024 | National Wealth Management Group LLC | 5,803 | $208K | 0.2% | N/A | 0.136% | |
| 5/17/2024 | Pineridge Advisors LLC | 752 | $27K | 0.0% | -40.2% | 0.018% | |
| 5/15/2024 | LRI Investments LLC | 1,162 | $40K | 0.0% | N/A | 0.027% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 16,257 | $582K | 0.0% | -18.1% | 0.391% | |
| 4/30/2024 | Private Advisor Group LLC | 36,210 | $1.30M | 0.0% | +8.2% | 0.870% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 147,998 | $5.30M | 0.0% | +150.8% | 3.558% | |
| 4/26/2024 | Schmidt P J Investment Management Inc. | 22,828 | $817K | 0.2% | +4.5% | 0.549% | |
| 4/24/2024 | Essex Financial Services Inc. | 30,028 | $1.08M | 0.1% | +2.9% | 0.722% | |
| 4/23/2024 | Global Retirement Partners LLC | 30,746 | $1.10M | 0.0% | -30.0% | 0.739% | |
| 4/19/2024 | PCG Wealth Advisors LLC | 17,871 | $640K | 0.3% | -2.7% | 0.430% | |
| 4/15/2024 | Brookstone Capital Management | 13,592 | $487K | 0.0% | +26.4% | 0.264% | |
| 4/13/2024 | Parkside Investments LLC | 186,340 | $6.67M | 1.0% | -5.2% | 3.618% | |
| 4/10/2024 | One Plus One Wealth Management LLC | 131,958 | $4.72M | 2.7% | +3.1% | 2.562% | |
| 3/1/2024 | Pineridge Advisors LLC | 1,257 | $39K | 0.0% | N/A | 0.024% | |
| 2/12/2024 | Hilltop Holdings Inc. | 12,158 | $376K | 0.0% | -64.6% | 0.236% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 19,846 | $613K | 0.0% | +11.7% | 0.385% | |
| 2/6/2024 | Private Advisor Group LLC | 33,470 | $1.03M | 0.0% | +25.7% | 0.650% | |
| 2/2/2024 | Anfield Capital Management LLC | 59,233 | $1.83M | 1.0% | -43.8% | 1.150% | |
| 1/30/2024 | PCG Wealth Advisors LLC | 18,369 | $568K | 0.3% | -5.2% | 0.357% | |
| 1/25/2024 | RFG Advisory LLC | 8,075 | $250K | 0.0% | -7.5% | 0.157% | |
| 1/25/2024 | International Assets Investment Management LLC | 30,900 | $1M | 0.0% | N/A | 0.600% | |
| 1/24/2024 | International Assets Investment Management LLC | 30,900 | $1M | 0.0% | N/A | 0.600% | |
| 1/22/2024 | One Plus One Wealth Management LLC | 128,002 | $3.96M | 2.4% | -3.6% | 2.485% | |
| 1/18/2024 | Global Retirement Partners LLC | 43,901 | $1.29M | 0.1% | -5.8% | 0.852% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 7,453 | $230K | 0.0% | -19.5% | 0.145% | |
| 1/16/2024 | Raymond James & Associates | 44,584 | $1.38M | 0.0% | -6.6% | 0.866% | |
| 1/11/2024 | Brookstone Capital Management | 10,757 | $332K | 0.0% | +32.5% | 0.209% | |
| 1/11/2024 | Parkside Investments LLC | 196,515 | $6.07M | 1.0% | -33.4% | 3.816% | |
| 1/2/2024 | GoalVest Advisory LLC | 13,952 | $431K | 0.2% | +34.7% | 0.271% | |
| 11/16/2023 | Essex Financial Services Inc. | 29,055 | $945K | 0.1% | +3.0% | 0.564% | |
| 11/14/2023 | SMI Advisory Services LLC | 121,714 | $3.73M | 1.4% | N/A | 2.363% | |
| 11/13/2023 | LPL Financial LLC | 183,496 | $5.97M | 0.0% | +16.5% | 3.563% | |
| 11/9/2023 | UBS Group AG | 194,545 | $6.33M | 0.0% | +243.5% | 3.778% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 7,130 | $232K | 0.0% | N/A | 0.138% | |
| 11/8/2023 | Western Wealth Management LLC | 8,879 | $289K | 0.0% | -8.2% | 0.172% | |
| 11/7/2023 | Great Valley Advisor Group Inc. | 60,532 | $1.97M | 0.1% | -7.4% | 1.175% | |
| 11/6/2023 | Anfield Capital Management LLC | 105,461 | $3.43M | 1.6% | -1.0% | 2.048% | |
| 11/3/2023 | Private Advisor Group LLC | 26,629 | $866K | 0.0% | -8.7% | 0.517% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 9,261 | $301K | 0.0% | -37.3% | 0.180% | |
| 10/24/2023 | Raymond James & Associates | 47,738 | $1.55M | 0.0% | -7.3% | 0.927% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 32,450 | $1.06M | 0.0% | +303.1% | 0.630% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 60,006 | $1.95M | 0.0% | -20.4% | 1.165% | |
| 10/20/2023 | Schmidt P J Investment Management Inc. | 21,549 | $725K | 0.2% | -2.2% | 0.418% | |
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| 10/13/2023 | OneAscent Wealth Management LLC | 9,055 | $294K | 0.1% | -5.6% | 0.176% | |
| 10/13/2023 | Global Retirement Partners LLC | 46,581 | $1.40M | 0.1% | -4.3% | 0.904% | |
| 10/12/2023 | One Plus One Wealth Management LLC | 132,762 | $4.32M | 2.8% | -22.9% | 2.578% | |
| 10/10/2023 | Parkside Investments LLC | 295,220 | $9.60M | 1.8% | +0.5% | 5.732% | |
| 8/30/2023 | Western Wealth Management LLC | 9,668 | $269K | 0.0% | -29.4% | 0.188% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 75,411 | $2.10M | 0.0% | -1.7% | 1.464% | |
| 8/10/2023 | Private Advisor Group LLC | 29,169 | $896K | 0.0% | -9.5% | 0.566% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 96,468 | $2.69M | 0.0% | +149.4% | 1.873% | |
| 8/3/2023 | RFG Advisory LLC | 8,856 | $246K | 0.0% | -18.6% | 0.145% | |
| 7/31/2023 | LPL Financial LLC | 157,500 | $4.38M | 0.0% | -32.8% | 2.586% | |
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