| 2/14/2024 | Northwest Wealth Management LLC | 5,465 | $227K | 0.1% | N/A | 0.575% | |
| 2/6/2024 | Solano Wealth Management Inc. | 48,012 | $1.99M | 1.2% | -0.7% | 5.054% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 161,831 | $6.71M | 0.1% | -1.9% | 17.035% | |
| 1/19/2024 | Wagner Wealth Management LLC | 53,224 | $2.21M | 0.7% | -1.1% | 5.603% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 164,962 | $5.95M | 0.1% | +5.9% | 17.364% | |
| 10/18/2023 | Wagner Wealth Management LLC | 53,838 | $1.94M | 0.7% | +6.2% | 5.667% | |
|
| 8/7/2023 | Northwest Wealth Management LLC | 5,400 | $200K | 0.1% | N/A | 0.568% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 155,775 | $5.77M | 0.1% | +53.4% | 16.397% | |
| 7/31/2023 | LPL Financial LLC | 39,558 | $1.47M | 0.0% | -48.9% | 4.164% | |
| 7/28/2023 | Wagner Wealth Management LLC | 50,683 | $1.88M | 0.7% | +7.9% | 5.335% | |
| 7/12/2023 | Independent Wealth Network Inc. | 8,615 | $319K | 0.2% | -8.1% | 0.907% | |
| 6/14/2023 | Solano Wealth Management Inc. | 50,275 | $1.80M | 1.3% | N/A | 5.292% | |
| 5/17/2023 | Wagner Wealth Management LLC | 46,972 | $1.68M | 0.8% | +70.9% | 4.944% | |
| 5/10/2023 | LPL Financial LLC | 77,349 | $2.77M | 0.0% | +5.9% | 8.142% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 101,570 | $3.62M | 0.1% | +1.3% | 11.286% | |
| 2/7/2023 | LPL Financial LLC | 73,012 | $2.61M | 0.0% | +8.0% | 8.112% | |
| 11/10/2022 | Strategic Wealth Advisors Group LLC | 50,005 | $1.62M | 0.1% | +7.0% | 5.883% | |
| 10/19/2022 | Kathleen S. Wright Associates Inc. | 4,735 | $153K | 0.1% | -30.3% | 0.557% | |
| 10/17/2022 | Independent Wealth Network Inc. | 9,450 | $306K | 0.2% | -10.0% | 1.112% | |
| 8/11/2022 | Capital Asset Advisory Services LLC | 2,408 | $82K | 0.0% | -65.1% | 0.301% | |
| 8/2/2022 | Advisory Services Network LLC | 13,274 | $450K | 0.0% | +3.0% | 1.770% | |
| 7/26/2022 | Independent Wealth Network Inc. | 10,505 | $356K | 0.3% | -25.1% | 1.401% | |
| 7/14/2022 | Orion Portfolio Solutions LLC | 13,712 | $465K | 0.0% | -36.9% | 1.959% | |
| 4/29/2022 | Capital Asset Advisory Services LLC | 6,892 | $265K | 0.0% | -20.8% | 0.919% | |
| 4/29/2022 | Kathleen S. Wright Associates Inc. | 6,794 | $261K | 0.2% | +23.5% | 0.906% | |
| 4/20/2022 | Independent Wealth Network Inc. | 14,025 | $539K | 0.3% | -13.0% | 1.870% | |
| 2/10/2022 | Independent Wealth Network Inc. | 16,125 | $654K | 0.4% | -10.8% | 2.304% | |
| 2/4/2022 | Capital Asset Advisory Services LLC | 8,701 | $353K | 0.0% | -50.4% | 1.243% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 3,109 | $126K | 0.0% | +45.4% | 0.444% | |
| 2/2/2022 | Kathleen S. Wright Associates Inc. | 5,499 | $223K | 0.2% | N/A | 0.786% | |
| 11/16/2021 | LPL Financial LLC | 58,830 | $2.24M | 0.0% | +78.6% | 9.051% | |
| 11/5/2021 | Advisory Services Network LLC | 12,263 | $467K | 0.0% | +49.9% | 1.887% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 2,138 | $81K | 0.0% | N/A | 0.329% | |
| 11/4/2021 | Independent Wealth Network Inc. | 18,069 | $750K | 0.5% | N/A | 2.780% | |
| 10/14/2021 | Capital Asset Advisory Services LLC | 17,551 | $668K | 0.1% | -9.3% | 2.700% | |
| 8/13/2021 | LPL Financial LLC | 32,933 | $1.30M | 0.0% | +75.0% | 5.067% | |
| 8/12/2021 | Advisory Services Network LLC | 8,183 | $322K | 0.0% | N/A | 1.259% | |
| 8/6/2021 | Capital Asset Advisory Services LLC | 19,343 | $761K | 0.1% | -35.1% | 2.976% | |
| 8/2/2021 | Northwest Wealth Management LLC | 5,284 | $208K | 0.1% | N/A | 0.813% | |
| 8/1/2021 | Patriot Financial Group Insurance Agency LLC | 4,271 | $168K | 0.0% | +88.1% | 0.657% | |
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| 6/17/2021 | Geneos Wealth Management Inc. | 13,292 | $504K | 0.0% | N/A | 5.317% | |
| 5/18/2021 | Jane Street Group LLC | 25,240 | $952K | 0.0% | +36.1% | 10.096% | |
| 5/13/2021 | Capital Asset Advisory Services LLC | 29,822 | $1.13M | 0.2% | +5.2% | 11.929% | |
| 5/12/2021 | UBS Group AG | 1,653 | $62K | 0.0% | +30.8% | 0.661% | |
| 5/4/2021 | Envestnet Asset Management Inc. | 8,076 | $305K | 0.0% | +17.1% | 3.230% | |
| 4/30/2021 | Wealthcare Advisory Partners LLC | 3,369 | $127K | 0.0% | N/A | 1.348% | |
| 3/2/2021 | Capital Asset Advisory Services LLC | 28,352 | $894K | 0.2% | -2.1% | 11.341% | |
| 2/17/2021 | Jane Street Group LLC | 18,541 | $585K | 0.0% | -60.5% | 7.416% | |
| 2/12/2021 | LPL Financial LLC | 23,444 | $739K | 0.0% | -12.5% | 9.378% | |
| 11/18/2020 | Capital Asset Advisory Services LLC | 28,948 | $745K | 0.2% | +3.4% | 11.579% | |
| 11/17/2020 | Jane Street Group LLC | 46,901 | $1.21M | 0.0% | N/A | 18.760% | |
| 11/9/2020 | LPL Financial LLC | 26,806 | $690K | 0.0% | +6.5% | 8.935% | |
| 8/14/2020 | Bank of America Corp DE | 16,511 | $413K | 0.0% | N/A | 4.128% | |
| 8/14/2020 | Capital Asset Advisory Services LLC | 28,003 | $762K | 0.2% | N/A | 7.001% | |
| 7/31/2020 | UBS Group AG | 3,011 | $75K | 0.0% | N/A | 0.753% | |
