| 5/19/2025 | Jane Street Group LLC | 21,137 | $595K | 0.0% | +61.9% | 4.973% | |
| 5/15/2025 | Royal Bank of Canada | 21,510 | $606K | 0.0% | +4,280.9% | 5.061% | |
| 5/14/2025 | Flow Traders U.S. LLC | 19,057 | $537K | 0.0% | +5.9% | 4.484% | |
| 4/11/2025 | First Affirmative Financial Network | 49,111 | $1.38M | 0.8% | -13.0% | 10.339% | |
| 2/14/2025 | Jane Street Group LLC | 13,059 | $380K | 0.0% | +72.4% | 2.271% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 3,379 | $98K | 0.0% | +516.6% | 0.588% | |
| 2/12/2025 | JPMorgan Chase & Co. | 15,037 | $437K | 0.0% | +55.1% | 2.615% | |
| 2/11/2025 | LPL Financial LLC | 99,245 | $2.89M | 0.0% | N/A | 17.260% | |
| 2/11/2025 | AllSquare Wealth Management LLC | 8,000 | $233K | 0.1% | -10.1% | 1.391% | |
| 1/23/2025 | First Affirmative Financial Network | 56,445 | $1.64M | 0.9% | +3.7% | 9.817% | |
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| 12/26/2024 | JPMorgan Chase & Co. | 9,694 | $273K | 0.0% | -41.8% | 1.686% | |
| 11/15/2024 | Jane Street Group LLC | 7,573 | $214K | 0.0% | -91.6% | 1.317% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 35,351 | $1.03M | 0.2% | N/A | 6.148% | |
| 5/16/2024 | Jane Street Group LLC | 142,837 | $4.18M | 0.0% | -21.0% | 24.841% | |
| 4/11/2024 | First Affirmative Financial Network | 54,263 | $1.59M | 1.2% | -2.2% | 5.426% | |
| 11/27/2023 | AllSquare Wealth Management LLC | 8,900 | $272K | 0.2% | -58.8% | 0.890% | |
| 11/3/2023 | ORG Partners LLC | 2,347 | $72K | 0.0% | N/A | 0.235% | |
| 10/16/2023 | First Affirmative Financial Network | 55,207 | $1.69M | 1.6% | -3.2% | 5.521% | |
| 8/17/2023 | Coppell Advisory Solutions LLC | 48,532 | $1.40M | 0.4% | -43.8% | 4.853% | |
| 8/8/2023 | AllSquare Wealth Management LLC | 21,600 | $615K | 0.4% | -4.4% | 2.160% | |
| 7/31/2023 | LPL Financial LLC | 77,466 | $2.22M | 0.0% | N/A | 7.747% | |
| 7/10/2023 | First Affirmative Financial Network | 57,006 | $1.64M | 1.6% | +1.0% | 4.560% | |
| 5/9/2023 | Retirement Capital Strategies | 396,809 | $11.06M | 5.4% | N/A | 25.114% | |
| 5/9/2023 | Personal CFO Solutions LLC | 7,860 | $219K | 0.0% | +4.8% | 0.497% | |
| 5/1/2023 | Truadvice LLC | 81,639 | $2.27M | 0.9% | -13.2% | 5.167% | |
| 4/21/2023 | Kovack Advisors Inc. | 10,000 | $279K | 0.0% | -4.8% | 0.633% | |
| 4/11/2023 | First Affirmative Financial Network | 56,451 | $1.57M | 1.8% | -3.6% | 2.285% | |
| 3/6/2023 | OLD Mission Capital LLC | 1,593 | $46K | 0.0% | N/A | 0.062% | |
| 2/22/2023 | Kovack Advisors Inc. | 10,500 | $301K | 0.0% | -35.6% | 0.407% | |
| 2/17/2023 | Coppell Advisory Solutions Corp. | 7,160 | $205K | 0.1% | N/A | 0.278% | |
| 2/13/2023 | GeoWealth Management LLC | 342,673 | $9.82M | 1.0% | +48.6% | 13.282% | |
| 2/8/2023 | Belpointe Asset Management LLC | 28,844 | $826K | 0.0% | +55.6% | 1.118% | |
| 2/8/2023 | Founders Financial Securities LLC | 19,247 | $551K | 0.1% | +4.8% | 0.746% | |
| 2/8/2023 | LFA Lugano Financial Advisors SA | 5,028 | $144K | 0.1% | N/A | 0.195% | |
| 2/7/2023 | Davidson Capital Management Inc. | 715,102 | $20.49M | 14.1% | -24.8% | 27.717% | |
| 2/7/2023 | LPL Financial LLC | 160,686 | $4.60M | 0.0% | +11.8% | 6.228% | |
| 1/30/2023 | Nadler Financial Group Inc. | 10,277 | $294K | 0.1% | N/A | 0.398% | |
| 1/24/2023 | Bullseye Investment Management LLC | 64,929 | $1.86M | 1.5% | N/A | 2.361% | |
| 1/23/2023 | First Affirmative Financial Network | 58,531 | $1.68M | 2.0% | -3.4% | 2.068% | |
| 1/20/2023 | Truadvice LLC | 94,045 | $2.62M | 1.4% | -10.6% | 2.967% | |
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| 1/20/2023 | Values First Advisors Inc. | 53,686 | $1.54M | 1.1% | -38.1% | 1.694% | |
| 1/13/2023 | Dynamic Advisor Solutions LLC | 35,485 | $1.02M | 0.1% | -1.2% | 1.224% | |
| 12/2/2022 | Values First Advisors Inc. | 86,734 | $2.49M | 1.8% | +0.8% | 1.838% | |
| 11/15/2022 | Flow Traders U.S. LLC | 55,196 | $1.58M | 0.1% | N/A | 1.169% | |
| 11/15/2022 | Belpointe Asset Management LLC | 18,533 | $531K | 0.0% | N/A | 0.393% | |
| 11/14/2022 | Worth Venture Partners LLC | 8,000 | $229K | 0.1% | N/A | 0.169% | |
| 11/10/2022 | Beck Mack & Oliver LLC | 7,000 | $201K | 0.0% | N/A | 0.148% | |
| 11/7/2022 | Truadvice LLC | 105,180 | $3.06M | 1.7% | -34.4% | 2.228% | |
| 11/4/2022 | Vontobel Holding Ltd. | 7,410 | $212K | 0.0% | -15.9% | 0.157% | |
| 11/4/2022 | Empowered Funds LLC | 50,485 | $1.45M | 0.1% | -66.9% | 1.070% | |
| 11/1/2022 | Personal CFO Solutions LLC | 7,000 | $201K | 0.1% | N/A | 0.148% | |
| 10/27/2022 | Founders Financial Securities LLC | 18,368 | $526K | 0.1% | -44.7% | 0.383% | |
| 10/20/2022 | First Affirmative Financial Network | 60,604 | $1.74M | 2.2% | -12.2% | 1.263% | |
| 10/20/2022 | Dynamic Advisor Solutions LLC | 35,913 | $1.03M | 0.1% | +7.3% | 0.748% | |
| 10/14/2022 | Brookstone Capital Management | 32,338 | $931K | 0.0% | N/A | 0.691% | |
| 8/17/2022 | Davidson Capital Management Inc. | 1,050,225 | $28.31M | 13.4% | +20.2% | 18.754% | |
| 8/13/2022 | NewEdge Advisors LLC | 85,411 | $2.30M | 0.0% | +582.0% | 1.525% | |
| 8/12/2022 | Almanack Investment Partners LLC. | 8,124 | $219K | 0.0% | N/A | 0.145% | |
| 8/12/2022 | Truadvice LLC | 160,241 | $4.19M | 2.2% | N/A | 2.861% | |
| 8/3/2022 | AE Wealth Management LLC | 109,579 | $2.95M | 0.0% | N/A | 1.957% | |
| 8/2/2022 | Lake Street Advisors Group LLC | 33,000 | $890K | 0.1% | +230.0% | 0.589% | |
| 8/1/2022 | Empowered Funds LLC | 152,416 | $4.11M | 0.5% | +96.9% | 2.722% | |
| 7/27/2022 | Founders Financial Securities LLC | 33,195 | $895K | 0.2% | +66.5% | 0.593% | |
| 7/27/2022 | Dynamic Advisor Solutions LLC | 33,466 | $902K | 0.1% | -84.2% | 0.598% | |
| 7/27/2022 | Vontobel Holding Ltd. | 8,810 | $238K | 0.0% | N/A | 0.157% | |
| 7/22/2022 | Retireful LLC | 150,118 | $4.05M | 8.8% | N/A | 2.449% | |
| 7/20/2022 | Values First Advisors Inc. | 86,046 | $2.32M | 1.6% | +0.6% | 1.404% | |
| 7/18/2022 | Win Advisors Inc. | 281,953 | $7.51M | 14.7% | N/A | 4.600% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 71,479 | $1.93M | 0.0% | N/A | 1.153% | |
| 7/13/2022 | First Affirmative Financial Network | 69,025 | $1.86M | 2.1% | -4.3% | 1.113% | |
| 5/17/2022 | Davidson Capital Management Inc. | 873,840 | $22.59M | 8.4% | N/A | 11.061% | |
| 5/11/2022 | Lake Street Advisors Group LLC | 10,000 | $259K | 0.0% | N/A | 0.127% | |
| 5/11/2022 | InterOcean Capital Group LLC | 7,906 | $204K | 0.0% | N/A | 0.100% | |
| 5/4/2022 | AllSquare Wealth Management LLC | 22,850 | $591K | 0.4% | N/A | 0.320% | |
| 5/3/2022 | Values First Advisors Inc. | 85,507 | $2.21M | 1.4% | +3.5% | 1.239% | |
| 5/2/2022 | Montag A & Associates Inc. | 1,800 | $47K | 0.0% | -86.2% | 0.026% | |
| 4/29/2022 | Total Clarity Wealth Management Inc. | 70,974 | $1.84M | 1.0% | N/A | 1.075% | |
| 4/28/2022 | Belpointe Asset Management LLC | 52,988 | $1.37M | 0.1% | N/A | 0.771% | |
| 4/21/2022 | Empowered Funds LLC | 77,407 | $2.00M | 0.2% | N/A | 1.155% | |
| 4/18/2022 | Wealth Alliance Advisory Group LLC | 238,572 | $6.17M | 2.7% | +119.6% | 3.458% | |
| 4/18/2022 | Marks Wealth LLC | 250,962 | $6.49M | 2.0% | -1.7% | 3.637% | |
| 4/12/2022 | First Affirmative Financial Network | 72,123 | $1.86M | 1.8% | +3.1% | 1.089% | |
| 4/11/2022 | Dynamic Advisor Solutions LLC | 211,989 | $5.48M | 0.4% | N/A | 3.200% | |
| 3/10/2022 | Values First Advisors Inc. | 82,580 | $2.01M | 1.2% | N/A | 1.327% | |
| 2/15/2022 | First Affirmative Financial Network | 69,985 | $1.70M | 1.6% | +3.5% | 1.278% | |
| 2/11/2022 | Pentwater Capital Management LP | 150,000 | $3.65M | 0.0% | N/A | 2.899% | |
| 2/9/2022 | Sowell Financial Services LLC | 122,169 | $2.97M | 0.2% | N/A | 2.372% | |
| 2/9/2022 | Montag A & Associates Inc. | 13,050 | $317K | 0.0% | -11.5% | 0.253% | |
| 2/8/2022 | BlackDiamond Wealth Management Inc. | 22,389 | $544K | 0.6% | N/A | 0.435% | |
| 1/26/2022 | AJ Wealth Strategies LLC | 122,280 | $2.97M | 0.1% | N/A | 2.470% | |
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| 1/18/2022 | Kovack Advisors Inc. | 16,300 | $396K | 0.0% | N/A | 0.334% | |
| 1/13/2022 | Wealth Alliance Advisory Group LLC | 108,648 | $2.64M | 1.1% | N/A | 2.229% | |
| 1/13/2022 | Marks Wealth LLC | 255,270 | $6.21M | 1.9% | -43.8% | 5.236% | |
| 11/16/2021 | Cetera Investment Advisers | 46,350 | $1.13M | 0.0% | -1.6% | 0.936% | |
| 11/15/2021 | Flow Traders U.S. LLC | 53,903 | $1.32M | 0.1% | N/A | 1.089% | |
| 11/15/2021 | Greytown Advisors Inc. | 20,755 | $508K | 0.2% | N/A | 0.419% | |
| 10/29/2021 | Landsberg Bennett & Dubbaneh LLC | 635,603 | $15.48M | 2.0% | -1.4% | 14.528% | |
| 10/29/2021 | Vontobel Holding Ltd. | 5,000 | $122K | 0.0% | N/A | 0.114% | |
| 10/26/2021 | First Affirmative Financial Network | 67,591 | $1.65M | 1.7% | N/A | 1.563% | |
| 10/12/2021 | Altfest L J & Co. Inc. | 71,305 | $1.74M | 0.4% | N/A | 1.718% | |
