| 6/27/2025 | Goldman Sachs Group Inc. | 25,179 | $899K | 0.0% | +159.3% | 0.823% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 25,179 | $899K | 0.0% | +159.3% | 0.789% | |
| 5/16/2025 | Banque Transatlantique SA | 3,348 | $110K | 0.0% | N/A | 0.105% | |
| 5/16/2025 | 5th Street Advisors LLC | 28,860 | $1.03M | 0.5% | N/A | 0.905% | |
| 5/15/2025 | Royal Bank of Canada | 13,228 | $472K | 0.0% | -81.8% | 0.415% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 54,397 | $1.94M | 0.1% | -5.4% | 1.705% | |
| 5/14/2025 | Kestra Advisory Services LLC | 38,625 | $1.38M | 0.0% | -0.9% | 1.211% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 7,059 | $252K | 0.0% | -10.6% | 0.221% | |
| 5/13/2025 | Seek First Inc. | 6,087 | $217K | 0.2% | N/A | 0.191% | |
| 5/13/2025 | Raymond James Financial Inc. | 98,920 | $3.53M | 0.0% | +6.6% | 3.101% | |
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| 5/9/2025 | Kickstand Ventures LLC. | 7,327 | $262K | 0.1% | +4.4% | 0.230% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 20,732 | $740K | 0.3% | -2.0% | 0.650% | |
| 5/8/2025 | NorthRock Partners LLC | 3,400 | $121K | 0.0% | N/A | 0.107% | |
| 5/8/2025 | Arkadios Wealth Advisors | 15,795 | $564K | 0.0% | +6.3% | 0.495% | |
| 5/7/2025 | LPL Financial LLC | 262,600 | $9.38M | 0.0% | +9.5% | 8.232% | |
| 5/6/2025 | Cetera Investment Advisers | 19,447 | $694K | 0.0% | -4.4% | 0.610% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 21,655 | $773K | 0.0% | +17.3% | 0.679% | |
| 5/5/2025 | IFP Advisors Inc | 301,868 | $10.78M | 0.3% | +10.8% | 9.463% | |
| 5/5/2025 | Private Advisor Group LLC | 27,446 | $980K | 0.0% | -20.0% | 0.860% | |
| 5/2/2025 | Burns Matteson Capital Management LLC | 8,625 | $308K | 0.1% | -10.8% | 0.270% | |
| 5/2/2025 | James Investment Research Inc. | 18,894 | $675K | 0.1% | -9.1% | 0.592% | |
| 5/1/2025 | Fortem Financial Group LLC | 11,013 | $393K | 0.2% | -5.3% | 0.345% | |
| 4/30/2025 | Capital Management Associates Inc | 59,950 | $2.14M | 0.5% | +209.4% | 1.879% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 17,607 | $629K | 0.0% | +10.2% | 0.552% | |
| 4/21/2025 | Cadent Capital Advisors LLC | 23,535 | $840K | 0.3% | N/A | 0.703% | |
| 4/14/2025 | Farther Finance Advisors LLC | 27,664 | $987K | 0.0% | N/A | 0.826% | |
| 4/11/2025 | Oxinas Partners Wealth Management LLC | 22,137 | $791K | 0.5% | -13.1% | 0.661% | |
| 2/17/2025 | Quantinno Capital Management LP | 6,000 | $211K | 0.0% | N/A | 0.171% | |
| 2/17/2025 | Cetera Investment Advisers | 20,340 | $716K | 0.0% | +32.4% | 0.579% | |
| 2/17/2025 | Bank of America Corp DE | 30,931 | $1.09M | 0.0% | -9.3% | 0.881% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 5,676 | $200K | 0.0% | N/A | 0.162% | |
| 2/14/2025 | Berger Financial Group Inc | 5,942 | $209K | 0.0% | -20.5% | 0.169% | |
| 2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 57,485 | $2.02M | 0.1% | -5.2% | 1.638% | |
| 2/14/2025 | GeoWealth Management LLC | 5,308 | $187K | 0.0% | -5.9% | 0.151% | |
| 2/13/2025 | Raymond James Financial Inc. | 92,801 | $3.27M | 0.0% | N/A | 2.644% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 15,973 | $562K | 0.0% | +3.3% | 0.455% | |
| 2/13/2025 | Wells Fargo & Company MN | 25,390 | $893K | 0.0% | -71.1% | 0.723% | |
| 2/11/2025 | LPL Financial LLC | 239,870 | $8.44M | 0.0% | -4.7% | 6.834% | |
| 2/10/2025 | Collaborative Wealth Managment Inc. | 21,150 | $744K | 0.3% | -3.0% | 0.603% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 18,466 | $650K | 0.0% | +9.4% | 0.526% | |
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| 2/6/2025 | Raymond James Financial Inc. | 92,801 | $3.27M | 0.0% | N/A | 2.644% | |
| 2/6/2025 | Interactive Financial Advisors Inc. | 27,000 | $950K | 0.5% | -1.8% | 0.769% | |
| 2/5/2025 | Noble Wealth Management PBC | 1,250 | $44K | 0.0% | N/A | 0.036% | |
| 2/4/2025 | IFP Advisors Inc | 272,529 | $9.59M | 0.3% | +7.4% | 7.764% | |
| 2/3/2025 | Sigma Planning Corp | 40,618 | $1.43M | 0.0% | N/A | 1.157% | |
| 2/3/2025 | Private Advisor Group LLC | 34,297 | $1.21M | 0.0% | +23.4% | 0.977% | |
| 1/30/2025 | Principal Securities Inc. | 5,025 | $177K | 0.0% | +9.1% | 0.143% | |
| 1/29/2025 | Burns Matteson Capital Management LLC | 9,666 | $340K | 0.2% | N/A | 0.275% | |
| 1/28/2025 | Capital Management Associates Inc | 19,375 | $682K | 0.3% | N/A | 0.552% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 4,081 | $144K | 0.0% | +23.4% | 0.116% | |
| 1/17/2025 | Oxinas Partners Wealth Management LLC | 25,460 | $896K | 0.5% | -29.1% | 0.725% | |
| 1/15/2025 | Arkadios Wealth Advisors | 14,853 | $523K | 0.0% | +9.1% | 0.423% | |
| 1/14/2025 | SignalPoint Asset Management LLC | 28,161 | $991K | 0.2% | -2.5% | 0.802% | |
| 11/18/2024 | Fortem Financial Group LLC | 11,627 | $442K | 0.2% | -81.8% | 0.331% | |
| 11/15/2024 | Executive Wealth Management LLC | 15,930 | $605K | 0.0% | +95.5% | 0.454% | |
| 11/15/2024 | MML Investors Services LLC | 7,610 | $289K | 0.0% | +12.4% | 0.217% | |
| 11/13/2024 | BNP Paribas Financial Markets | 20,000 | $760K | 0.0% | N/A | 0.570% | |
| 11/1/2024 | Atria Investments Inc | 48,788 | $1.85M | 0.0% | +41.3% | 1.390% | |
| 11/1/2024 | Executive Wealth Management LLC | 15,930 | $605K | 0.1% | +95.5% | 0.454% | |
| 10/30/2024 | World Equity Group Inc. | 49,058 | $1.86M | 0.7% | +41.0% | 1.398% | |
| 10/29/2024 | James Investment Research Inc. | 20,842 | $792K | 0.1% | -4.0% | 0.594% | |
| 10/28/2024 | Focus Financial Network Inc. | 5,516 | $210K | 0.0% | N/A | 0.157% | |
| 10/24/2024 | Arkadios Wealth Advisors | 13,619 | $518K | 0.0% | N/A | 0.388% | |
| 10/23/2024 | Walker Asset Management LLC | 8,384 | $319K | 0.2% | -8.1% | 0.239% | |
| 10/22/2024 | Private Advisor Group LLC | 27,795 | $1.06M | 0.0% | +33.3% | 0.792% | |
| 10/15/2024 | Oxinas Partners Wealth Management LLC | 35,933 | $1.37M | 0.8% | -46.3% | 1.024% | |
| 10/10/2024 | Koshinski Asset Management Inc. | 7,258 | $276K | 0.0% | N/A | 0.207% | |
| 10/7/2024 | SignalPoint Asset Management LLC | 28,896 | $1.09M | 0.3% | -3.7% | 0.823% | |
| 8/9/2024 | Collaborative Wealth Managment Inc. | 23,141 | $757K | 0.4% | -8.3% | 0.659% | |
| 8/8/2024 | Executive Wealth Management LLC | 8,150 | $267K | 0.0% | N/A | 0.232% | |
| 8/5/2024 | Private Advisor Group LLC | 20,850 | $682K | 0.0% | +35.7% | 0.594% | |
| 8/2/2024 | Fortem Financial Group LLC | 64,050 | $2.10M | 0.9% | -7.4% | 1.825% | |
| 8/2/2024 | Oxinas Partners Wealth Management LLC | 66,965 | $2.19M | 1.5% | -26.3% | 1.908% | |
| 7/19/2024 | Meridian Financial Partners LLC | 6,125 | $211K | 0.1% | N/A | 0.175% | |
| 7/19/2024 | World Equity Group Inc. | 34,787 | $1.14M | 0.3% | N/A | 0.991% | |
| 5/9/2024 | RFP Financial Group LLC | 1,544 | $51K | 0.0% | N/A | 0.044% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 16,495 | $542K | 0.0% | +8.0% | 0.470% | |
| 5/2/2024 | Schaeffer Financial LLC | 186,531 | $6.13M | 6.1% | -1.0% | 5.167% | |
| 5/2/2024 | Fortem Financial Group LLC | 69,167 | $2.27M | 1.0% | +2.5% | 1.916% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 247,622 | $8.14M | 0.0% | +221.6% | 6.859% | |
| 4/18/2024 | Oxinas Partners Wealth Management LLC | 90,839 | $2.99M | 1.9% | -7.9% | 2.921% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 29,279 | $962K | 0.0% | -2.6% | 0.941% | |
| 2/22/2024 | Scarborough Advisors LLC | 5,681 | $189K | 0.0% | N/A | 0.183% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 15,279 | $508K | 0.0% | N/A | 0.491% | |
| 2/7/2024 | Collaborative Wealth Managment Inc. | 26,714 | $889K | 0.5% | N/A | 0.859% | |
| 2/7/2024 | Principal Securities Inc. | 4,177 | $139K | 0.0% | N/A | 0.134% | |
| 2/6/2024 | Private Advisor Group LLC | 15,155 | $504K | 0.0% | N/A | 0.487% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 30,071 | $1M | 0.0% | N/A | 0.967% | |
| 1/30/2024 | Capital Analysts LLC | 24,785 | $825K | 0.0% | N/A | 0.797% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 4,206 | $140K | 0.0% | N/A | 0.135% | |
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| 1/24/2024 | Private Trust Co. NA | 2,937 | $98K | 0.0% | N/A | 0.094% | |
| 1/22/2024 | Oxinas Partners Wealth Management LLC | 98,591 | $3.28M | 2.3% | N/A | 3.170% | |
| 1/18/2024 | Global Retirement Partners LLC | 13,416 | $437K | 0.0% | N/A | 0.431% | |
| 1/17/2024 | SignalPoint Asset Management LLC | 30,246 | $1.01M | 0.3% | N/A | 0.973% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 76,994 | $2.56M | 0.0% | N/A | 2.476% | |
| 1/16/2024 | Raymond James & Associates | 8,618 | $287K | 0.0% | N/A | 0.277% | |
| 1/9/2024 | IFP Advisors Inc | 142,297 | $4.73M | 0.2% | N/A | 4.575% | |
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