| 4/21/2026 | Crown Wealth Group LLC | 29,483 | $849K | 0.2% | -11.7% | 1.371% | |
| 4/17/2026 | Brookstone Capital Management | 19,179 | $552K | 0.0% | -16.1% | 0.892% | |
| 3/13/2026 | World Investment Advisors | 23,179 | $659K | 0.0% | -3.1% | 1.078% | |
| 2/18/2026 | OLD Mission Capital LLC | 22,139 | $629K | 0.0% | +129.5% | 1.153% | |
| 2/17/2026 | Osaic Holdings Inc. | 15,606 | $443K | 0.0% | -9.0% | 0.813% | |
| 2/13/2026 | Kestra Advisory Services LLC | 127,954 | $3.64M | 0.0% | -0.3% | 6.664% | |
| 2/13/2026 | Visionary Wealth Advisors | 9,630 | $274K | 0.0% | -23.8% | 0.502% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 121,920 | $3.46M | 0.0% | -4.5% | 6.350% | |
| 2/11/2026 | LPL Financial LLC | 48,501 | $1.38M | 0.0% | +12.2% | 2.526% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 14,900 | $423K | 0.0% | -12.6% | 0.776% | |
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| 2/4/2026 | World Investment Advisors | 23,179 | $659K | 0.0% | -3.1% | 1.171% | |
| 2/4/2026 | Peak Wealth Management LLC | 20,651 | $587K | 0.5% | N/A | 1.043% | |
| 1/23/2026 | Farther Finance Advisors LLC | 15,870 | $451K | 0.0% | -39.7% | 0.794% | |
| 1/1/2026 | JPMorgan Chase & Co. | 20,953 | $585K | 0.0% | N/A | 0.998% | |
| 12/23/2025 | Triumph Capital Management | 6,200 | $173K | 0.0% | N/A | 0.295% | |
| 11/20/2025 | Centaurus Financial Inc. | 84,490 | $2.36M | 0.1% | -2.8% | 4.023% | |
| 11/17/2025 | Triumph Capital Management | 6,200 | $173K | 0.0% | N/A | 0.295% | |
| 11/17/2025 | Susquehanna International Group LLP | 65,554 | $1.83M | 0.0% | +104.7% | 3.122% | |
| 11/14/2025 | Raymond James Financial Inc. | 42,717 | $1.19M | 0.0% | -7.7% | 2.034% | |
| 11/10/2025 | Michels Family Financial LLC | 36,655 | $1.02M | 0.8% | N/A | 1.745% | |
| 11/7/2025 | Axxcess Wealth Management LLC | 18,846 | $526K | 0.0% | N/A | 0.897% | |
| 11/7/2025 | JPMorgan Chase & Co. | 20,953 | $585K | 0.0% | N/A | 0.998% | |
| 11/6/2025 | BridgePort Financial Solutions LLC | 10,437 | $292K | 0.1% | N/A | 0.497% | |
| 10/31/2025 | Trek Financial LLC | 30,646 | $856K | 0.1% | -4.5% | 1.459% | |
| 10/22/2025 | Crown Wealth Group LLC | 33,628 | $939K | 0.3% | -2.3% | 1.601% | |
| 10/10/2025 | Lineweaver Wealth Advisors LLC | 18,475 | $516K | 0.1% | -4.9% | 0.880% | |
| 9/4/2025 | Osaic Holdings Inc. | 17,817 | $486K | 0.0% | +20.7% | 0.810% | |
| 8/29/2025 | Centaurus Financial Inc. | 86,949 | $2.37M | 0.1% | -21.0% | 3.952% | |
| 8/15/2025 | Garden State Investment Advisory Services LLC | 13,175 | $359K | 0.1% | -42.2% | 0.599% | |
| 8/14/2025 | Raymond James Financial Inc. | 46,259 | $1.26M | 0.0% | +9.4% | 2.103% | |
| 8/8/2025 | Cetera Investment Advisers | 20,625 | $562K | 0.0% | -4.2% | 0.938% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 17,056 | $465K | 0.0% | -4.3% | 0.775% | |
| 8/6/2025 | AE Wealth Management LLC | 4,616 | $126K | 0.0% | +51.1% | 0.210% | |
| 7/30/2025 | Brookstone Capital Management | 22,990 | $627K | 0.0% | -45.0% | 1.045% | |
| 7/28/2025 | Harbour Investments Inc. | 1,077 | $29K | 0.0% | -75.1% | 0.049% | |
| 7/24/2025 | IFP Advisors Inc | 2,255 | $61K | 0.0% | -22.2% | 0.103% | |
| 7/11/2025 | Farther Finance Advisors LLC | 26,318 | $718K | 0.0% | +165.0% | 1.224% | |
| 5/15/2025 | OLD Mission Capital LLC | 41,338 | $1.08M | 0.0% | +184.2% | 1.797% | |
| 5/14/2025 | Kestra Advisory Services LLC | 130,951 | $3.43M | 0.0% | -5.3% | 5.694% | |
| 5/13/2025 | HighTower Advisors LLC | 15,202 | $398K | 0.0% | -3.9% | 0.661% | |
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| 5/7/2025 | Foundations Investment Advisors LLC | 17,827 | $467K | 0.0% | -10.3% | 0.775% | |
| 5/6/2025 | Cetera Investment Advisers | 21,525 | $563K | 0.0% | -10.1% | 0.936% | |
| 5/1/2025 | Crosspoint Financial LLC | 18,875 | $494K | 1.4% | N/A | 0.786% | |
| 4/29/2025 | Strategic Blueprint LLC | 45,794 | $1.20M | 0.1% | -3.4% | 1.908% | |
| 4/25/2025 | Crown Wealth Group LLC | 34,410 | $900K | 0.5% | -19.5% | 1.434% | |
| 4/23/2025 | Spire Wealth Management | 17,399 | $455K | 0.0% | +50.6% | 0.725% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 17,448 | $457K | 0.0% | -18.5% | 0.727% | |
| 4/17/2025 | Keystone Wealth Services LLC | 12,242 | $320K | 0.1% | -20.2% | 0.510% | |
| 4/14/2025 | Farther Finance Advisors LLC | 9,933 | $261K | 0.0% | +74.3% | 0.414% | |
| 3/12/2025 | Centaurus Financial Inc. | 112,232 | $2.96M | 0.2% | -1.4% | 4.525% | |
| 2/17/2025 | CoreCap Advisors LLC | 5,757 | $152K | 0.0% | -31.9% | 0.284% | |
| 2/17/2025 | Citadel Advisors LLC | 8,619 | $227K | 0.0% | N/A | 0.425% | |
| 2/14/2025 | Jane Street Group LLC | 27,411 | $723K | 0.0% | N/A | 1.350% | |
| 2/14/2025 | Three Seasons Wealth LLC | 12,747 | $336K | 0.2% | N/A | 0.628% | |
| 2/14/2025 | Two Sigma Securities LLC | 8,234 | $217K | 0.0% | N/A | 0.406% | |
| 2/13/2025 | Garden State Investment Advisory Services LLC | 22,775 | $600K | 0.2% | -44.2% | 1.122% | |
| 2/13/2025 | Barclays PLC | 3,916 | $103K | 0.0% | +95.8% | 0.193% | |
| 2/13/2025 | Raymond James Financial Inc. | 105,807 | $2.79M | 0.0% | N/A | 5.212% | |
| 2/12/2025 | OLD Mission Capital LLC | 14,547 | $383K | 0.0% | N/A | 0.717% | |
| 2/12/2025 | Bullseye Investment Management LLC | 31,848 | $839K | 0.6% | -69.9% | 1.569% | |
| 2/12/2025 | NBZ Investment Advisors LLC | 1,635 | $43K | 0.0% | N/A | 0.081% | |
| 2/12/2025 | JPMorgan Chase & Co. | 4,163 | $110K | 0.0% | N/A | 0.205% | |
| 2/11/2025 | LPL Financial LLC | 11,251 | $297K | 0.0% | N/A | 0.554% | |
| 2/10/2025 | Pitti Group Wealth Management LLC | 11,516 | $304K | 0.3% | N/A | 0.567% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 119,861 | $3.16M | 0.0% | -2.0% | 5.904% | |
| 2/7/2025 | Novus Advisors LLC | 8,200 | $216K | 0.2% | N/A | 0.404% | |
| 2/6/2025 | Raymond James Financial Inc. | 105,807 | $2.79M | 0.0% | N/A | 5.212% | |
| 2/5/2025 | Fisher Asset Management LLC | 12,227 | $322K | 0.0% | N/A | 0.602% | |
| 2/5/2025 | Crown Wealth Group LLC | 42,760 | $1.13M | 0.5% | -5.7% | 2.106% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 15,304 | $403K | 0.0% | -56.1% | 0.754% | |
| 1/24/2025 | Spire Wealth Management | 11,550 | $304K | 0.0% | N/A | 0.569% | |
| 1/23/2025 | Strategic Blueprint LLC | 47,409 | $1.25M | 0.1% | +8.5% | 2.335% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 19,884 | $524K | 0.0% | -10.7% | 0.980% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 7,000 | $185K | 0.0% | N/A | 0.345% | |
| 12/10/2024 | Garden State Investment Advisory Services LLC | 40,786 | $1.07M | 0.3% | +5.3% | 2.009% | |
| 11/19/2024 | Barclays PLC | 2,000 | $52K | 0.0% | N/A | 0.099% | |
| 11/15/2024 | Barclays PLC | 2,000 | $52K | 0.0% | N/A | 0.099% | |
| 11/15/2024 | Glen Eagle Advisors LLC | 5,640 | $148K | 0.0% | N/A | 0.278% | |
| 11/15/2024 | Garden State Investment Advisory Services LLC | 40,786 | $1.07M | 0.3% | +5.3% | 2.009% | |
| 11/12/2024 | Centaurus Financial Inc. | 113,773 | $2.98M | 0.2% | -1.0% | 5.605% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 34,858 | $914K | 0.0% | -25.5% | 1.717% | |
| 10/29/2024 | Farther Finance Advisors LLC | 5,698 | $149K | 0.0% | N/A | 0.281% | |
| 10/25/2024 | Strategic Blueprint LLC | 43,684 | $1.15M | 0.1% | N/A | 2.152% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 22,263 | $584K | 0.0% | N/A | 1.097% | |
| 10/15/2024 | Keystone Wealth Services LLC | 15,342 | $402K | 0.1% | N/A | 0.756% | |
| 10/8/2024 | Brookstone Capital Management | 44,875 | $1.18M | 0.0% | +3.5% | 2.211% | |
| 10/7/2024 | FC Advisory LLC | 8,526 | $224K | 0.1% | N/A | 0.420% | |
| 10/4/2024 | HBW Advisory Services LLC | 16,939 | $444K | 0.1% | N/A | 0.834% | |
| 9/23/2024 | Centaurus Financial Inc. | 114,867 | $2.91M | 0.2% | N/A | 5.658% | |
| 8/16/2024 | Sunbelt Securities Inc. | 1,080 | $27K | 0.0% | N/A | 0.053% | |
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| 8/13/2024 | Garden State Investment Advisory Services LLC | 38,744 | $980K | 0.3% | N/A | 1.909% | |
| 8/2/2024 | Legacy Capital Wealth Partners LLC | 16,562 | $419K | 0.1% | N/A | 0.816% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 133,296 | $3.37M | 0.0% | N/A | 6.566% | |
| 7/26/2024 | Crown Wealth Group LLC | 45,349 | $1.15M | 0.6% | N/A | 2.234% | |
| 7/26/2024 | Crosspoint Financial LLC | 18,875 | $477K | 1.9% | N/A | 0.930% | |
| 7/19/2024 | KFG Wealth Management LLC | 19,322 | $489K | 0.2% | N/A | 0.952% | |
| 7/18/2024 | Brookstone Capital Management | 43,357 | $1.11M | 0.0% | N/A | 2.136% | |
| 7/17/2024 | Comprehensive Financial Consultants Institutional Inc. | 20,940 | $530K | 0.2% | N/A | 1.032% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 23,050 | $583K | 0.0% | N/A | 1.135% | |
| 7/16/2024 | Maia Wealth LLC | 135,961 | $3.47M | 1.0% | N/A | 6.698% | |