| 5/13/2026 | Cetera Investment Advisers | 137,825 | $2.36M | 0.0% | +39.9% | 3.995% | |
| 5/5/2026 | Sigma Planning Corp | 45,608 | $782K | 0.0% | -2.8% | 1.322% | |
| 5/2/2026 | Arlington Capital Management Inc. | 161,794 | $2.77M | 1.6% | +19.4% | 4.690% | |
| 4/27/2026 | BIP Wealth LLC | 16,139 | $277K | 0.0% | -22.6% | 0.468% | |
| 4/21/2026 | Sequent Planning LLC | 146,781 | $2.52M | 0.6% | -7.7% | 4.255% | |
| 2/18/2026 | NewEdge Advisors LLC | 6,597 | $113K | 0.0% | N/A | 0.191% | |
| 2/17/2026 | Cetera Investment Advisers | 98,528 | $1.69M | 0.0% | +58.3% | 2.856% | |
| 2/17/2026 | Kovack Advisors Inc. | 13,992 | $239K | 0.0% | N/A | 0.406% | |
| 2/17/2026 | GeoWealth Management LLC | 4,553 | $78K | 0.0% | -75.9% | 0.132% | |
| 2/17/2026 | Osaic Holdings Inc. | 399,605 | $6.84M | 0.0% | -4.1% | 11.583% | |
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| 2/17/2026 | Advisory Services Network LLC | 79,318 | $1.36M | 0.0% | +5.8% | 2.299% | |
| 2/16/2026 | MML Investors Services LLC | 72,507 | $1.24M | 0.0% | +73.7% | 2.102% | |
| 2/13/2026 | Kestra Advisory Services LLC | 8,228 | $141K | 0.0% | N/A | 0.238% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 30,485 | $522K | 0.0% | +26.8% | 0.884% | |
| 2/12/2026 | Compass Capital Corp MA ADV | 12,971 | $236K | 0.1% | N/A | 0.376% | |
| 2/12/2026 | Kovack Advisors Inc. | 13,992 | $241K | 0.0% | N/A | 0.406% | |
| 2/9/2026 | Harbour Investments Inc. | 20,569 | $352K | 0.0% | +27.4% | 0.596% | |
| 2/6/2026 | Csenge Advisory Group | 10,772 | $184K | 0.0% | +7.4% | 0.312% | |
| 2/5/2026 | Sequent Planning LLC | 159,094 | $2.72M | 0.7% | +0.6% | 4.611% | |
| 1/30/2026 | Secured Retirement Advisors LLC | 28,629 | $490K | 0.3% | -11.6% | 0.830% | |
| 1/23/2026 | Split Rock Private Trading & Wealth Management LLC | 43,323 | $741K | 0.6% | N/A | 1.256% | |
| 1/23/2026 | Visionary Horizons LLC | 24,053 | $412K | 0.2% | N/A | 0.697% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 30,564 | $523K | 0.0% | N/A | 0.886% | |
| 1/21/2026 | BIP Wealth LLC | 20,853 | $357K | 0.0% | N/A | 0.604% | |
| 1/6/2026 | Arlington Capital Management Inc. | 135,494 | $2.32M | 1.4% | +40.4% | 3.927% | |
| 1/5/2026 | Park Avenue Securities LLC | 26,350 | $451K | 0.0% | +15.8% | 0.764% | |
| 11/18/2025 | Advisory Services Network LLC | 74,936 | $1.79M | 0.0% | +0.7% | 2.172% | |
| 11/17/2025 | Susquehanna International Group LLP | 19,153 | $456K | 0.0% | -37.5% | 0.555% | |
| 11/17/2025 | Flow Traders U.S. LLC | 26,646 | $635K | 0.0% | +21.1% | 0.772% | |
| 11/14/2025 | Arlington Capital Management Inc. | 96,500 | $2.30M | 1.5% | -33.9% | 2.797% | |
| 11/13/2025 | GeoWealth Management LLC | 18,930 | $451K | 0.0% | N/A | 0.549% | |
| 11/13/2025 | Sequent Planning LLC | 158,116 | $3.77M | 1.1% | -82.6% | 4.583% | |
| 11/12/2025 | Park Square Financial Group LLC | 1,890 | $45K | 0.2% | -21.2% | 0.055% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 148,645 | $3.54M | 0.0% | -1.6% | 4.309% | |
| 10/23/2025 | Park Avenue Securities LLC | 22,752 | $542K | 0.0% | N/A | 0.659% | |
| 10/21/2025 | Synergy Asset Management LLC | 14,134 | $337K | 0.0% | N/A | 0.410% | |
| 10/15/2025 | Secured Retirement Advisors LLC | 32,392 | $772K | 0.4% | -8.7% | 0.939% | |
| 9/4/2025 | Osaic Holdings Inc. | 419,682 | $9.01M | 0.0% | +14.7% | 12.165% | |
| 8/19/2025 | Advisory Services Network LLC | 74,451 | $1.59M | 0.0% | +11.5% | 2.158% | |
| 8/15/2025 | MML Investors Services LLC | 28,281 | $607K | 0.0% | +42.3% | 0.820% | |
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| 8/14/2025 | Jane Street Group LLC | 18,473 | $397K | 0.0% | -44.2% | 0.535% | |
| 8/13/2025 | Flow Traders U.S. LLC | 22,004 | $472K | 0.0% | N/A | 0.638% | |
| 8/13/2025 | Maia Wealth LLC | 355,219 | $7.63M | 1.5% | -7.3% | 10.296% | |
| 8/8/2025 | Cetera Investment Advisers | 52,746 | $1.13M | 0.0% | -5.0% | 1.529% | |
| 8/5/2025 | Sigma Planning Corp | 50,070 | $1.08M | 0.0% | -5.1% | 1.451% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 151,137 | $3.25M | 0.0% | +8.4% | 4.381% | |
| 7/30/2025 | Strategic Blueprint LLC | 20,142 | $432K | 0.0% | +44.5% | 0.584% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,634 | $78K | 0.0% | N/A | 0.105% | |
| 7/16/2025 | Arlington Capital Management Inc. | 145,896 | $3.13M | 2.7% | -18.5% | 4.229% | |
| 5/19/2025 | Jane Street Group LLC | 33,107 | $696K | 0.0% | N/A | 1.104% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 15,807 | $332K | 0.0% | +3.2% | 0.527% | |
| 5/12/2025 | Maia Wealth LLC | 383,282 | $8.10M | 1.8% | -4.1% | 11.110% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 137,158 | $2.88M | 0.4% | N/A | 3.976% | |
| 5/8/2025 | Harbour Investments Inc. | 15,045 | $316K | 0.0% | +43.8% | 0.436% | |
| 5/6/2025 | Cetera Investment Advisers | 55,533 | $1.17M | 0.0% | +14.9% | 1.610% | |
| 5/6/2025 | Arlington Capital Management Inc. | 179,103 | $3.76M | 2.9% | +78.0% | 5.191% | |
| 5/6/2025 | AE Wealth Management LLC | 5,125 | $108K | 0.0% | -32.8% | 0.149% | |
| 5/5/2025 | Csenge Advisory Group | 10,398 | $221K | 0.0% | N/A | 0.301% | |
| 5/2/2025 | Sigma Planning Corp | 52,757 | $1.11M | 0.0% | +82.3% | 1.529% | |
| 5/1/2025 | Secured Retirement Advisors LLC | 35,082 | $737K | 0.5% | +8.8% | 1.017% | |
| 5/1/2025 | Park Square Financial Group LLC | 2,454 | $52K | 0.0% | -19.4% | 0.071% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 139,373 | $2.93M | 0.0% | +123.3% | 4.040% | |
| 4/29/2025 | Strategic Blueprint LLC | 13,939 | $293K | 0.0% | +29.7% | 0.404% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 130,802 | $2.75M | 0.0% | -1.7% | 3.791% | |
| 4/22/2025 | Synergy Asset Management LLC | 10,170 | $214K | 0.0% | +162.9% | 0.295% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,490 | $220K | 0.0% | N/A | 0.309% | |
| 2/28/2025 | Park Square Financial Group LLC | 3,044 | $56K | 0.0% | N/A | 0.119% | |
| 2/17/2025 | Cetera Investment Advisers | 48,315 | $887K | 0.0% | +11.0% | 4.201% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 15,316 | $281K | 0.0% | +6.9% | 1.332% | |
| 2/13/2025 | Advisory Services Network LLC | 38,137 | $700K | 0.0% | +52.4% | 3.316% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 62,416 | $1.15M | 0.0% | +4.5% | 5.427% | |
| 2/12/2025 | Arlington Capital Management Inc. | 100,634 | $1.85M | 1.3% | -2.3% | 8.751% | |
| 2/11/2025 | Sequent Planning LLC | 885,024 | $16.24M | 6.0% | N/A | 76.959% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 13,341 | $245K | 0.0% | N/A | 1.160% | |
| 2/10/2025 | Harbour Investments Inc. | 10,460 | $192K | 0.0% | +96.1% | 0.910% | |
| 2/5/2025 | Maia Wealth LLC | 399,863 | $7.34M | 1.6% | +63.2% | 34.771% | |
| 2/3/2025 | Sigma Planning Corp | 28,938 | $531K | 0.0% | +41.5% | 2.516% | |
| 1/30/2025 | Secured Retirement Advisors LLC | 32,232 | $592K | 0.3% | +8.4% | 2.803% | |
| 1/28/2025 | SMART Wealth LLC | 221,264 | $4.06M | 1.4% | -12.4% | 19.240% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 25,675 | $471K | 0.0% | -3.7% | 2.233% | |
| 1/23/2025 | Synergy Asset Management LLC | 3,868 | $71K | 0.0% | N/A | 0.336% | |
| 1/23/2025 | Strategic Blueprint LLC | 10,744 | $197K | 0.0% | N/A | 0.934% | |
| 1/22/2025 | Capital Asset Advisory Services LLC | 13,341 | $246K | 0.0% | N/A | 1.160% | |
| 12/16/2024 | SMART Wealth LLC | 252,542 | $5.70M | 2.2% | -26.5% | 21.960% | |
| 11/15/2024 | Jane Street Group LLC | 40,199 | $907K | 0.0% | N/A | 3.496% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 14,325 | $323K | 0.0% | N/A | 1.246% | |
| 11/4/2024 | Sigma Planning Corp | 20,447 | $461K | 0.0% | N/A | 1.778% | |
| 10/30/2024 | Maia Wealth LLC | 244,945 | $5.53M | 1.3% | N/A | 21.300% | |
| 10/30/2024 | Arlington Capital Management Inc. | 103,042 | $2.33M | 1.9% | +14.1% | 8.960% | |
| 10/17/2024 | AlphaMark Advisors LLC | 3,475 | $78K | 0.0% | +35.0% | 0.302% | |
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| 7/17/2024 | AlphaMark Advisors LLC | 2,575 | $52K | 0.0% | N/A | 0.224% | |
| 7/10/2024 | Csenge Advisory Group | 12,378 | $252K | 0.0% | -63.6% | 1.076% | |
| 5/24/2024 | Cetera Advisors LLC | 24,815 | $489K | 0.0% | +8.4% | 2.158% | |
| 5/4/2024 | Csenge Advisory Group | 34,017 | $670K | 0.0% | -4.9% | 2.958% | |
| 4/22/2024 | Altfest L J & Co. Inc. | 141,390 | $2.79M | 0.4% | +0.9% | 12.295% | |
| 2/16/2024 | Secured Retirement Advisors LLC | 19,820 | $373K | 0.4% | N/A | 2.202% | |
| 2/7/2024 | Arlington Capital Management Inc. | 80,093 | $1.51M | 1.4% | +20.3% | 8.899% | |
| 1/18/2024 | Altfest L J & Co. Inc. | 140,074 | $2.64M | 0.4% | +10.5% | 15.564% | |
| 1/16/2024 | 3EDGE Asset Management LP | 84,562 | $1.59M | 0.1% | N/A | 9.396% | |
| 10/26/2023 | Altfest L J & Co. Inc. | 126,754 | $2.41M | 0.4% | N/A | 14.084% | |