| 8/18/2025 | Geneos Wealth Management Inc. | 2,000 | $60K | 0.0% | +100.0% | 0.094% | |
| 8/14/2025 | Raymond James Financial Inc. | 126,796 | $3.83M | 0.0% | -1.5% | 5.953% | |
| 8/13/2025 | GeoWealth Management LLC | 78,197 | $2.36M | 0.1% | +24.3% | 3.671% | |
| 8/12/2025 | American Asset Management Inc. | 140,224 | $4.23M | 3.9% | -2.5% | 6.583% | |
| 8/12/2025 | JPMorgan Chase & Co. | 3,097 | $93K | 0.0% | N/A | 0.145% | |
| 8/8/2025 | Cetera Investment Advisers | 47,644 | $1.44M | 0.0% | -2.7% | 2.242% | |
| 8/7/2025 | PFG Advisors | 13,676 | $413K | 0.0% | -18.0% | 0.644% | |
| 8/4/2025 | Spire Wealth Management | 25,207 | $761K | 0.0% | -17.3% | 1.186% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 34,876 | $1.05M | 0.0% | +3.4% | 1.641% | |
| 7/29/2025 | Ballast Inc. | 21,790 | $657K | 0.3% | N/A | 1.025% | |
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| 7/28/2025 | Harbour Investments Inc. | 17,864 | $539K | 0.0% | -6.7% | 0.841% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 47,608 | $1.44M | 0.0% | -1.6% | 2.240% | |
| 7/16/2025 | Crown Wealth Group LLC | 14,396 | $434K | 0.2% | N/A | 0.654% | |
| 7/10/2025 | Focus Financial Network Inc. | 30,793 | $929K | 0.0% | +19.7% | 1.400% | |
| 5/15/2025 | OLD Mission Capital LLC | 18,401 | $525K | 0.0% | -19.2% | 0.767% | |
| 5/14/2025 | CreativeOne Wealth LLC | 7,100 | $203K | 0.0% | -6.6% | 0.296% | |
| 5/14/2025 | Kestra Advisory Services LLC | 35,701 | $1.02M | 0.0% | -48.7% | 1.488% | |
| 5/13/2025 | Raymond James Financial Inc. | 128,783 | $3.68M | 0.0% | -1.1% | 5.366% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 48,358 | $1.38M | 0.0% | -3.3% | 2.015% | |
| 5/8/2025 | Harbour Investments Inc. | 19,140 | $546K | 0.0% | -63.1% | 0.798% | |
| 5/8/2025 | Grantvest Financial Group LLC | 17,965 | $513K | 0.4% | -14.6% | 0.749% | |
| 5/7/2025 | American Asset Management Inc. | 143,746 | $4.10M | 4.1% | -2.3% | 5.989% | |
| 5/7/2025 | First Heartland Consultants Inc. | 32,043 | $915K | 0.1% | +190.5% | 1.335% | |
| 5/6/2025 | Cetera Investment Advisers | 48,947 | $1.40M | 0.0% | -9.1% | 2.039% | |
| 5/6/2025 | AE Wealth Management LLC | 4,971 | $142K | 0.0% | -64.8% | 0.207% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 33,735 | $963K | 0.0% | -4.8% | 1.377% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 26,191 | $748K | 0.2% | -8.8% | 1.069% | |
| 4/23/2025 | Spire Wealth Management | 30,463 | $870K | 0.0% | -16.6% | 1.243% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 232,863 | $6.65M | 5.5% | N/A | 9.505% | |
| 4/9/2025 | NBC Securities Inc. | 2,081 | $59K | 0.0% | +103,950.0% | 0.085% | |
| 2/17/2025 | Cetera Investment Advisers | 53,820 | $1.56M | 0.0% | -2.1% | 4.047% | |
| 2/17/2025 | Citadel Advisors LLC | 10,641 | $308K | 0.0% | N/A | 0.800% | |
| 2/14/2025 | Jane Street Group LLC | 15,679 | $453K | 0.0% | -45.1% | 1.179% | |
| 2/14/2025 | GeoWealth Management LLC | 53,459 | $1.55M | 0.1% | -15.0% | 4.019% | |
| 2/13/2025 | Raymond James Financial Inc. | 130,216 | $3.76M | 0.0% | N/A | 9.791% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 35,440 | $1.02M | 0.0% | -4.0% | 2.665% | |
| 2/12/2025 | OLD Mission Capital LLC | 22,777 | $658K | 0.0% | N/A | 1.713% | |
| 2/12/2025 | Riggs Capital Management LLC | 9,817 | $284K | 0.3% | N/A | 0.738% | |
| 2/11/2025 | Grantvest Financial Group LLC | 21,043 | $608K | 0.7% | N/A | 1.582% | |
| 2/10/2025 | Harbour Investments Inc. | 51,856 | $1.50M | 0.0% | +16.6% | 3.899% | |
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| 2/10/2025 | Commonwealth Equity Services LLC | 238,676 | $6.90M | 0.0% | -1.4% | 17.946% | |
| 2/7/2025 | PFG Advisors | 16,676 | $482K | 0.0% | -5.7% | 1.254% | |
| 2/6/2025 | Raymond James Financial Inc. | 130,216 | $3.76M | 0.0% | N/A | 9.791% | |
| 2/4/2025 | BCGM Wealth Management LLC | 23,281 | $673K | 0.2% | -18.9% | 1.750% | |
| 1/24/2025 | Spire Wealth Management | 36,515 | $1.06M | 0.0% | N/A | 2.745% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 1,000 | $29K | 0.0% | N/A | 0.075% | |
| 1/13/2025 | Elevated Capital Advisors LLC | 28,718 | $830K | 0.2% | -9.5% | 2.159% | |
| 12/16/2024 | SMART Wealth LLC | 42,730 | $1.22M | 0.5% | N/A | 3.213% | |
| 11/15/2024 | MML Investors Services LLC | 8,158 | $233K | 0.0% | N/A | 0.613% | |
| 11/14/2024 | CreativeOne Wealth LLC | 7,600 | $217K | 0.0% | N/A | 0.571% | |
| 11/12/2024 | Centaurus Financial Inc. | 32,511 | $927K | 0.1% | +755.6% | 2.444% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 9,765 | $279K | 0.0% | N/A | 0.734% | |
| 11/6/2024 | BCGM Wealth Management LLC | 28,701 | $819K | 0.3% | -6.0% | 2.158% | |
| 11/5/2024 | First Heartland Consultants Inc. | 11,098 | $317K | 0.0% | +4.0% | 0.834% | |
| 11/5/2024 | WealthPlan Investment Management LLC | 9,840 | $281K | 0.0% | N/A | 0.740% | |
| 11/5/2024 | WealthPLAN Partners LLC | 21,021 | $600K | 0.1% | N/A | 1.581% | |
| 11/5/2024 | Harbour Investments Inc. | 44,478 | $1.27M | 0.0% | +2,577.8% | 3.344% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 2,335 | $67K | 0.0% | N/A | 0.176% | |
| 10/28/2024 | Focus Financial Network Inc. | 25,726 | $734K | 0.0% | N/A | 1.934% | |
| 10/25/2024 | Strategic Blueprint LLC | 10,646 | $304K | 0.0% | -3.9% | 0.800% | |
| 10/24/2024 | Old Port Advisors | 11,478 | $327K | 0.1% | +43.9% | 0.863% | |
| 10/23/2024 | Outlook Wealth Advisors LLC | 268,601 | $7.66M | 2.2% | N/A | 20.196% | |
| 10/23/2024 | Blackston Financial Advisory Group LLC | 7,779 | $222K | 0.1% | N/A | 0.585% | |
| 10/23/2024 | Great Lakes Retirement Inc. | 106,723 | $3.05M | 0.4% | N/A | 8.024% | |
| 10/22/2024 | Elevated Capital Advisors LLC | 31,741 | $905K | 0.2% | N/A | 2.387% | |
| 10/16/2024 | B.O.S.S. Retirement Advisors LLC | 228,631 | $6.52M | 1.3% | N/A | 17.190% | |
| 10/15/2024 | American Asset Management Inc. | 147,242 | $4.20M | 4.5% | N/A | 11.071% | |
| 10/15/2024 | NBC Securities Inc. | 2,081 | $59K | 0.0% | N/A | 0.156% | |
| 10/10/2024 | Lloyd Advisory Services LLC. | 541,964 | $15.46M | 7.5% | N/A | 40.749% | |
| 8/2/2024 | Allegheny Financial Group LTD | 9,138 | $254K | 0.1% | N/A | 0.687% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 117,588 | $3.27M | 0.0% | -45.5% | 8.841% | |
| 5/24/2024 | Cetera Advisors LLC | 13,082 | $356K | 0.0% | -19.2% | 0.984% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 215,819 | $5.87M | 0.0% | -14.0% | 15.987% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 109,187 | $2.97M | 0.0% | N/A | 8.088% | |
| 2/8/2024 | Allegheny Financial Group LTD | 9,138 | $238K | 0.1% | N/A | 0.000% | |
| 2/8/2024 | BCGM Wealth Management LLC | 30,533 | $795K | 0.3% | -15.0% | 0.000% | |
| 1/29/2024 | Outlook Wealth Advisors LLC | 26,357 | $686K | 0.2% | N/A | 0.000% | |
| 1/19/2024 | PFG Advisors | 17,901 | $466K | 0.0% | +2.3% | 0.000% | |
| 11/16/2023 | Harbour Investments Inc. | 17,861 | $437K | 0.0% | N/A | 0.000% | |
| 11/13/2023 | Kestra Advisory Services LLC | 15,401 | $377K | 0.0% | N/A | 0.000% | |
| 11/8/2023 | BCGM Wealth Management LLC | 35,914 | $878K | 0.4% | N/A | 0.000% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 11,747 | $287K | 0.0% | N/A | 0.000% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 10,318 | $252K | 0.0% | N/A | 0.000% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 181,244 | $4.43M | 0.0% | N/A | 0.000% | |
| 10/18/2023 | Strategic Blueprint LLC | 10,882 | $266K | 0.0% | N/A | 0.000% | |
| 10/13/2023 | PFG Advisors | 17,498 | $428K | 0.0% | N/A | 0.000% | |
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