| 8/6/2025 | Tradewinds LLC. | 11,648 | $182K | 0.1% | N/A | 0.204% | |
| 8/6/2025 | Csenge Advisory Group | 1,020,823 | $16.29M | 0.9% | +11.0% | 17.909% | |
| 8/5/2025 | Simplex Trading LLC | 1,669 | $26K | 0.0% | +1,193.8% | 0.029% | |
| 8/1/2025 | Solstein Capital LLC | 84,619 | $1.32M | 0.6% | -18.5% | 1.485% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 550,992 | $8.60M | 0.0% | N/A | 9.667% | |
| 7/29/2025 | Stableford Capital II LLC | 307,346 | $4.80M | 1.8% | -1.5% | 5.392% | |
| 7/24/2025 | Fourpath Capital Management LLC | 393,663 | $6.14M | 1.0% | +1.9% | 6.906% | |
| 7/9/2025 | Balefire LLC | 15,202 | $237K | 0.1% | N/A | 0.249% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 124,246 | $2.02M | 0.0% | N/A | 1.497% | |
| 5/5/2025 | Csenge Advisory Group | 919,710 | $14.99M | 0.8% | +1,919.0% | 10.820% | |
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| 5/1/2025 | Park Square Financial Group LLC | 43,129 | $695K | 0.6% | +315.5% | 0.507% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 36,821 | $594K | 0.2% | +4.4% | 0.433% | |
| 4/21/2025 | Stableford Capital II LLC | 311,912 | $5.08M | 2.1% | N/A | 3.670% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 28,995 | $467K | 0.1% | N/A | 0.341% | |
| 4/17/2025 | Solstein Capital LLC | 103,875 | $1.67M | 0.9% | -2.3% | 1.222% | |
| 4/15/2025 | Fourpath Capital Management LLC | 386,378 | $6.23M | 1.1% | +4.4% | 8.221% | |
| 2/28/2025 | Park Square Financial Group LLC | 10,379 | $168K | 0.1% | N/A | 0.329% | |
| 2/14/2025 | Jane Street Group LLC | 132,607 | $2.14M | 0.0% | +254.2% | 2.411% | |
| 2/14/2025 | Two Sigma Securities LLC | 14,495 | $234K | 0.0% | -16.4% | 0.264% | |
| 2/13/2025 | Solstein Capital LLC | 106,367 | $1.72M | 0.9% | -66.1% | 1.934% | |
| 1/30/2025 | Csenge Advisory Group | 45,552 | $736K | 0.0% | -96.0% | 0.828% | |
| 1/24/2025 | Fourpath Capital Management LLC | 370,174 | $5.98M | 1.1% | +4.4% | 6.730% | |
| 1/21/2025 | Merkkuri Wealth Advisors LLC | 12,078 | $195K | 0.2% | -10.5% | 0.220% | |
| 1/13/2025 | Elevated Capital Advisors LLC | 35,274 | $570K | 0.2% | +29.8% | 0.641% | |
| 11/15/2024 | Jane Street Group LLC | 37,443 | $606K | 0.0% | -66.4% | 0.681% | |
| 11/8/2024 | Prospera Private Wealth LLC | 354,522 | $5.74M | 1.1% | -19.9% | 6.446% | |
| 10/29/2024 | Solstein Capital LLC | 313,354 | $5.07M | 2.6% | N/A | 5.697% | |
| 10/22/2024 | Elevated Capital Advisors LLC | 27,167 | $440K | 0.1% | +73.0% | 0.494% | |
| 10/10/2024 | Lloyd Advisory Services LLC. | 98,952 | $1.60M | 0.8% | +4.4% | 1.799% | |
| 10/2/2024 | Mid American Wealth Advisory Group Inc. | 46,777 | $757K | 0.5% | +69.8% | 0.850% | |
| 8/13/2024 | AE Wealth Management LLC | 274,969 | $4.66M | 0.0% | +6.6% | 4.999% | |
| 8/6/2024 | Lloyd Advisory Services LLC. | 94,784 | $1.61M | 0.8% | -29.0% | 1.723% | |
| 8/1/2024 | Elevated Capital Advisors LLC | 15,700 | $266K | 0.1% | N/A | 0.285% | |
| 7/10/2024 | Csenge Advisory Group | 1,038,738 | $17.60M | 1.0% | +8.2% | 18.886% | |
| 7/10/2024 | Mid American Wealth Advisory Group Inc. | 27,556 | $467K | 0.3% | +101.3% | 0.501% | |
| 5/17/2024 | Comerica Bank | 5,623 | $96K | 0.0% | +21.6% | 0.101% | |
| 5/16/2024 | Jane Street Group LLC | 489,929 | $8.38M | 0.0% | -45.6% | 8.828% | |
| 5/11/2024 | Vista Finance LLC | 121,153 | $2.07M | 5.2% | -73.6% | 2.183% | |
| 5/9/2024 | Great Lakes Retirement Inc. | 21,444 | $367K | 0.1% | N/A | 0.386% | |
| 5/7/2024 | Prospera Private Wealth LLC | 550,678 | $9.42M | 6.5% | -20.2% | 9.922% | |
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| 5/4/2024 | Csenge Advisory Group | 960,345 | $16.42M | 0.9% | +19.0% | 17.304% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 457,106 | $7.82M | 0.0% | +6.3% | 8.236% | |
| 4/22/2024 | PFG Investments LLC | 12,925 | $221K | 0.0% | N/A | 0.215% | |
| 4/12/2024 | Lloyd Advisory Services LLC. | 133,528 | $2.28M | 0.5% | N/A | 1.225% | |
| 4/8/2024 | Mid American Wealth Advisory Group Inc. | 13,686 | $234K | 0.2% | N/A | 0.126% | |
| 2/12/2024 | Hilltop Holdings Inc. | 28,055 | $484K | 0.1% | -19.1% | 0.257% | |
| 2/9/2024 | BlackDiamond Wealth Management LLC | 16,773 | $292K | 0.2% | -48.6% | 0.154% | |
| 2/7/2024 | VisionPoint Advisory Group LLC | 2,599 | $45K | 0.0% | N/A | 0.024% | |
| 2/2/2024 | Citizens Financial Group Inc. RI | 212,241 | $3.66M | 0.1% | N/A | 1.947% | |
| 2/1/2024 | Larson Financial Group LLC | 2,832 | $49K | 0.0% | N/A | 0.026% | |
| 1/30/2024 | First American Trust FSB | 10,230 | $176K | 0.0% | -22.1% | 0.094% | |
| 1/26/2024 | WESPAC Advisors LLC | 38,478 | $663K | 0.5% | -37.3% | 0.353% | |
| 1/24/2024 | International Assets Investment Management LLC | 4,310 | $74K | 0.0% | N/A | 0.040% | |
| 1/11/2024 | Worth Asset Management LLC | 29,079 | $501K | 0.4% | -37.6% | 0.267% | |
| 11/16/2023 | Delos Wealth Advisors LLC | 80,660 | $1.47M | 1.8% | -1.8% | 0.740% | |
| 11/14/2023 | Reuter James Wealth Management LLC | 642,115 | $11.85M | 8.9% | N/A | 5.891% | |
| 11/14/2023 | Samalin Investment Counsel LLC | 33,558 | $619K | 0.4% | +3.6% | 0.308% | |
| 11/14/2023 | Mutual Advisors LLC | 27,477 | $507K | 0.0% | +30.4% | 0.252% | |
| 11/9/2023 | First Heartland Consultants Inc. | 27,064 | $499K | 0.1% | +6.3% | 0.248% | |
| 11/8/2023 | HighTower Advisors LLC | 499,995 | $9.21M | 0.0% | -1.6% | 4.587% | |
| 11/8/2023 | Spire Wealth Management | 13,964 | $258K | 0.0% | -23.1% | 0.128% | |
| 11/7/2023 | Vista Finance LLC | 580,809 | $10.72M | 15.6% | +3.5% | 5.329% | |
| 11/1/2023 | Csenge Advisory Group | 828,153 | $15.28M | 1.0% | +5.0% | 7.598% | |
| 11/1/2023 | Ironsides Asset Advisors LLC | 16,030 | $296K | 0.1% | -6.0% | 0.147% | |
| 10/31/2023 | First American Trust FSB | 13,130 | $242K | 0.0% | -19.4% | 0.120% | |
| 10/26/2023 | WESPAC Advisors LLC | 61,320 | $1.13M | 0.8% | +66.5% | 0.563% | |
| 10/25/2023 | Deane Retirement Strategies Inc. | 95,346 | $1.76M | 1.0% | N/A | 0.875% | |
| 10/24/2023 | Stratos Wealth Advisors LLC | 10,000 | $184K | 0.0% | N/A | 0.092% | |
| 10/18/2023 | Demars Financial Group LLC | 271,046 | $5.00M | 2.9% | N/A | 2.487% | |
| 10/11/2023 | Worth Asset Management LLC | 46,595 | $860K | 0.7% | -11.7% | 0.427% | |
| 10/11/2023 | AE Wealth Management LLC | 171,624 | $3.17M | 0.0% | +288.9% | 1.575% | |
| 10/10/2023 | Mid American Wealth Advisory Group Inc. | 124,330 | $2.30M | 1.9% | N/A | 1.141% | |
| 9/5/2023 | Delos Wealth Advisors LLC | 82,098 | $1.50M | 1.9% | +5.0% | 0.753% | |
| 8/21/2023 | VisionPoint Advisory Group LLC | 3,596 | $66K | 0.0% | N/A | 0.033% | |
| 8/15/2023 | Hilltop Holdings Inc. | 357,002 | $6.54M | 0.8% | -35.9% | 3.275% | |
| 8/14/2023 | Jefferies Financial Group Inc. | 287,696 | $5.27M | 0.0% | -1.2% | 2.639% | |
| 8/9/2023 | Spire Wealth Management | 18,149 | $332K | 0.0% | -55.1% | 0.167% | |
| 8/9/2023 | Altfest L J & Co. Inc. | 79,026 | $1.45M | 0.2% | N/A | 0.725% | |
| 8/8/2023 | Geneos Wealth Management Inc. | 12,956 | $237K | 0.0% | +60.6% | 0.119% | |
| 8/4/2023 | Lake Hills Wealth Management LLC | 235,494 | $4.31M | 4.7% | -19.2% | 2.160% | |
| 8/4/2023 | Citizens Financial Group Inc. RI | 223,644 | $4.10M | 0.1% | +0.6% | 2.052% | |
| 8/3/2023 | Samalin Investment Counsel LLC | 32,390 | $593K | 0.3% | +9.9% | 0.297% | |
| 7/31/2023 | LPL Financial LLC | 78,124 | $1.43M | 0.0% | +4.9% | 0.717% | |
| 7/31/2023 | Mutual Advisors LLC | 21,077 | $386K | 0.0% | -15.7% | 0.193% | |
| 7/31/2023 | BlackDiamond Wealth Management Inc. | 26,356 | $481K | 0.4% | +4.5% | 0.242% | |
| 7/28/2023 | WESPAC Advisors LLC | 36,827 | $675K | 0.5% | -4.4% | 0.295% | |
| 7/26/2023 | First Heartland Consultants Inc. | 25,456 | $466K | 0.1% | -4.4% | 0.204% | |
| 7/26/2023 | First American Trust FSB | 16,299 | $299K | 0.0% | -19.3% | 0.130% | |
| 7/20/2023 | Csenge Advisory Group | 789,079 | $14.46M | 1.0% | -10.4% | 6.313% | |
| 7/11/2023 | Worth Asset Management LLC | 52,754 | $966K | 0.7% | -70.8% | 0.422% | |
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| 7/11/2023 | Peak Financial Advisors LLC | 268,426 | $4.92M | 3.9% | +4.4% | 2.147% | |
| 7/10/2023 | AE Wealth Management LLC | 44,130 | $808K | 0.0% | -37.1% | 0.353% | |
| 5/24/2023 | Verity Asset Management Inc. | 11,441 | $210K | 0.1% | -6.9% | 0.086% | |
| 5/15/2023 | Trek Financial LLC | 15,902 | $292K | 0.0% | N/A | 0.120% | |
| 5/12/2023 | HighTower Advisors LLC | 1,571,503 | $28.84M | 0.1% | +0.5% | 11.860% | |
| 5/11/2023 | U.S. Capital Wealth Advisors LLC | 56,001 | $1.03M | 0.0% | -50.0% | 0.423% | |
| 5/10/2023 | Citizens Financial Group Inc RI | 222,282 | $4.08M | 0.1% | N/A | 1.678% | |
| 5/9/2023 | Spire Wealth Management | 40,455 | $743K | 0.0% | -52.1% | 0.305% | |
| 5/9/2023 | Samalin Investment Counsel LLC | 29,469 | $541K | 0.3% | +83.9% | 0.222% | |
| 5/9/2023 | Retirement Capital Strategies | 456,499 | $8.38M | 4.1% | N/A | 3.445% | |
