| 5/15/2025 | Royal Bank of Canada | 58,012 | $2.47M | 0.0% | +1,397.5% | 1.691% | |
| 5/14/2025 | Sprott Inc. | 29,922 | $1.27M | 0.1% | -1.0% | 0.872% | |
| 5/6/2025 | Cetera Investment Advisers | 13,713 | $583K | 0.0% | -1.9% | 0.403% | |
| 5/2/2025 | Larson Financial Group LLC | 3,667 | $156K | 0.0% | -6.6% | 0.108% | |
| 5/2/2025 | Wealthfront Advisers LLC | 6,002 | $255K | 0.0% | N/A | 0.177% | |
| 4/28/2025 | DAVENPORT & Co LLC | 4,900 | $208K | 0.0% | N/A | 0.144% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 27,701 | $1.18M | 0.0% | +9.0% | 0.815% | |
| 4/22/2025 | Inlight Wealth Management LLC | 1,072 | $46K | 0.0% | N/A | 0.032% | |
| 4/14/2025 | One Plus One Wealth Management LLC | 278,836 | $11.85M | 6.5% | -11.6% | 8.201% | |
| 2/17/2025 | Bank of America Corp DE | 4,796 | $160K | 0.0% | -16.7% | 0.134% | |
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| 2/14/2025 | Jane Street Group LLC | 19,813 | $659K | 0.0% | +75.2% | 0.555% | |
| 2/13/2025 | Raymond James Financial Inc. | 18,083 | $601K | 0.0% | N/A | 0.507% | |
| 2/12/2025 | OLD Mission Capital LLC | 12,646 | $421K | 0.0% | N/A | 0.354% | |
| 2/11/2025 | LPL Financial LLC | 10,835 | $360K | 0.0% | -31.9% | 0.304% | |
| 2/6/2025 | Raymond James Financial Inc. | 18,083 | $601K | 0.0% | N/A | 0.507% | |
| 2/4/2025 | Sprott Inc. | 30,217 | $1.01M | 0.1% | N/A | 0.846% | |
| 1/29/2025 | One Plus One Wealth Management LLC | 315,300 | $10.49M | 6.2% | -2.8% | 8.832% | |
| 11/15/2024 | Jane Street Group LLC | 11,308 | $418K | 0.0% | -89.3% | 0.317% | |
| 11/15/2024 | Stansberry Asset Management LLC | 11,250 | $416K | 0.1% | +17.2% | 0.315% | |
| 11/12/2024 | Larson Financial Group LLC | 3,769 | $139K | 0.0% | +1,937.3% | 0.106% | |
| 11/1/2024 | CWA Asset Management Group LLC | 11,231 | $415K | 0.0% | N/A | 0.315% | |
| 10/30/2024 | One Plus One Wealth Management LLC | 324,536 | $12.00M | 7.1% | +2.3% | 9.091% | |
| 8/16/2024 | Sunbelt Securities Inc. | 1,450 | $45K | 0.0% | N/A | 0.041% | |
| 1/22/2024 | One Plus One Wealth Management LLC | 325,525 | $9.58M | 5.8% | +2.1% | 9.603% | |
| 1/16/2024 | Wealthsource Partners LLC | 15,158 | $446K | 0.0% | -3.2% | 0.447% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 23,560 | $604K | 0.0% | -1.9% | 0.695% | |
| 10/12/2023 | One Plus One Wealth Management LLC | 318,683 | $8.17M | 5.3% | +12.1% | 9.401% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 11,729 | $329K | 0.0% | +3.6% | 0.346% | |
| 7/31/2023 | LPL Financial LLC | 33,944 | $951K | 0.0% | +39.5% | 1.001% | |
| 7/17/2023 | One Plus One Wealth Management LLC | 284,399 | $7.97M | 5.1% | -5.2% | 8.389% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 24,013 | $673K | 0.0% | +5.9% | 0.708% | |
| 5/2/2023 | Lincoln National Corp | 11,000 | $368K | 0.0% | N/A | 0.327% | |
| 4/13/2023 | One Plus One Wealth Management LLC | 300,098 | $10.04M | 7.1% | -38.0% | 8.406% | |
| 3/6/2023 | OLD Mission Capital LLC | 2,578 | $74K | 0.0% | N/A | 0.072% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 98,415 | $2.84M | 0.0% | +8.4% | 2.757% | |
| 2/9/2023 | HighTower Advisors LLC | 20,940 | $604K | 0.0% | N/A | 0.587% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 14,396 | $416K | 0.0% | -6.4% | 0.403% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 18,883 | $545K | 0.0% | +19.8% | 0.529% | |
| 2/7/2023 | LPL Financial LLC | 14,910 | $431K | 0.0% | +3.9% | 0.418% | |
| 1/31/2023 | Geneos Wealth Management Inc. | 1,550 | $45K | 0.0% | +29.2% | 0.043% | |
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| 1/24/2023 | National Bank of Canada FI | 2,929 | $84K | 0.0% | -50.2% | 0.082% | |
| 1/18/2023 | One Plus One Wealth Management LLC | 483,859 | $13.98M | 9.8% | +5.2% | 13.553% | |
| 11/22/2022 | IHT Wealth Management LLC | 31,171 | $755K | 0.1% | -23.0% | 0.878% | |
| 11/16/2022 | Sentinus LLC | 58,856 | $1.52M | 0.9% | N/A | 1.658% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 15,382 | $373K | 0.0% | -8.1% | 0.433% | |
| 10/18/2022 | One Plus One Wealth Management LLC | 459,749 | $11.14M | 9.1% | N/A | 12.951% | |
| 10/17/2022 | Bridge Advisory LLC | 18,136 | $439K | 0.2% | +4.3% | 0.511% | |
| 10/17/2022 | Banque Cantonale Vaudoise | 4,687 | $114K | 0.0% | -14.1% | 0.132% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 15,756 | $382K | 0.0% | +4.3% | 0.444% | |
| 10/13/2022 | National Bank of Canada FI | 5,879 | $142K | 0.0% | -24.3% | 0.166% | |
| 8/11/2022 | Wealthsource Partners LLC | 10,719 | $301K | 0.0% | +15.1% | 0.320% | |
| 8/2/2022 | Banque Cantonale Vaudoise | 5,455 | $153K | 0.0% | N/A | 0.163% | |
| 7/22/2022 | Geneos Wealth Management Inc. | 950 | $27K | 0.0% | N/A | 0.028% | |
| 7/13/2022 | Bridge Advisory LLC | 17,382 | $455K | 0.2% | N/A | 0.570% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 15,107 | $425K | 0.0% | +5.7% | 0.495% | |
| 5/16/2022 | IHT Wealth Management LLC | 41,342 | $1.79M | 0.1% | +3.4% | 1.355% | |
| 5/9/2022 | One Plus One Wealth Management LLC | 13,294 | $577K | 0.4% | -51.3% | 0.436% | |
| 5/9/2022 | Wealthsource Partners LLC | 9,315 | $404K | 0.0% | +12.7% | 0.305% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 92,216 | $4.00M | 0.0% | +24.5% | 3.023% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 5,253 | $228K | 0.0% | -57.4% | 0.172% | |
| 2/14/2022 | IHT Wealth Management LLC | 39,999 | $1.63M | 0.1% | +4.4% | 1.311% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 13,690 | $559K | 0.0% | +3.3% | 0.449% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 74,066 | $3.03M | 0.0% | +7.9% | 2.428% | |
| 2/2/2022 | One One Wealth Management LLC | 27,293 | $1.12M | 0.8% | N/A | 0.895% | |
| 1/31/2022 | Commonwealth Equity Services LLC | 12,330 | $503K | 0.0% | -9.3% | 0.404% | |
| 1/24/2022 | National Bank of Canada FI | 8,184 | $334K | 0.0% | N/A | 0.268% | |
| 1/19/2022 | Bridge Advisory LLC | 5,086 | $208K | 0.1% | N/A | 0.167% | |
| 1/14/2022 | Corrado Advisors LLC | 12,385 | $506K | 0.3% | -8.3% | 0.406% | |
| 11/18/2021 | Wealthsource Partners LLC | 7,453 | $275K | 0.0% | +51.8% | 0.244% | |
| 11/16/2021 | Jane Street Group LLC | 141,143 | $5.21M | 0.0% | N/A | 4.785% | |
| 11/16/2021 | Beacon Pointe Advisors LLC | 13,810 | $510K | 0.0% | N/A | 0.468% | |
| 11/10/2021 | Essex Financial Services Inc. | 5,458 | $202K | 0.0% | +5.1% | 0.185% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 68,659 | $2.54M | 0.0% | +7.1% | 2.327% | |
| 11/2/2021 | Raymond James Financial Services Advisors Inc. | 15,690 | $579K | 0.0% | +2.9% | 0.532% | |
| 11/2/2021 | Cambridge Investment Research Advisors Inc. | 13,256 | $490K | 0.0% | +8.5% | 0.449% | |
| 10/29/2021 | Commonwealth Equity Services LLC | 13,589 | $501K | 0.0% | -1.7% | 0.461% | |
| 10/13/2021 | Corrado Advisors LLC | 13,513 | $499K | 0.3% | -2.2% | 0.458% | |
| 8/13/2021 | Lincoln National Corp | 47,600 | $2.10M | 0.0% | +18.1% | 1.587% | |
| 8/13/2021 | LPL Financial LLC | 17,392 | $767K | 0.0% | -11.9% | 0.580% | |
| 8/12/2021 | Synergy Financial Management LLC | 5,548 | $245K | 0.1% | N/A | 0.185% | |
| 8/12/2021 | CIBC World Markets Inc. | 7,846 | $346K | 0.0% | -40.4% | 0.262% | |
| 8/11/2021 | Commonwealth Equity Services LLC | 13,827 | $609K | 0.0% | +134.5% | 0.461% | |
| 8/11/2021 | Susquehanna International Group LLP | 6,288 | $277K | 0.0% | N/A | 0.210% | |
| 8/10/2021 | Cambridge Investment Research Advisors Inc. | 12,212 | $539K | 0.0% | +98.1% | 0.407% | |
| 8/2/2021 | Advisor Group Holdings Inc. | 64,081 | $2.83M | 0.0% | +10.1% | 2.210% | |
| 8/1/2021 | Essex Financial Services Inc. | 5,194 | $229K | 0.0% | N/A | 0.179% | |
| 5/18/2021 | Flow Traders U.S. LLC | 9,436 | $388K | 0.0% | N/A | 0.325% | |
| 5/18/2021 | Morgan Stanley | 26,152 | $1.08M | 0.0% | +7.1% | 0.902% | |
| 5/18/2021 | IHT Wealth Management LLC | 33,903 | $1.40M | 0.1% | N/A | 1.169% | |
| 5/18/2021 | Citadel Advisors LLC | 5,677 | $234K | 0.0% | N/A | 0.196% | |
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| 5/17/2021 | Royal Bank of Canada | 14,894 | $612K | 0.0% | +24.2% | 0.514% | |
| 5/12/2021 | UBS Group AG | 6,292 | $259K | 0.0% | +108.3% | 0.194% | |
| 5/11/2021 | CIBC World Markets Inc. | 13,157 | $541K | 0.0% | N/A | 0.405% | |
| 5/7/2021 | Cambridge Investment Research Advisors Inc. | 6,166 | $254K | 0.0% | -21.6% | 0.190% | |
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