| 6/3/2026 | NewEdge Advisors LLC | 66,240 | $1.48M | 0.0% | +19.3% | 4.731% | |
| 5/19/2026 | Winnow Wealth LLC | 17,967 | $402K | 0.3% | N/A | 1.283% | |
| 5/19/2026 | NewEdge Advisors LLC | 66,240 | $1.48M | 0.0% | +19.3% | 4.731% | |
| 5/13/2026 | Cetera Investment Advisers | 224,728 | $5.03M | 0.0% | +28.9% | 16.052% | |
| 5/6/2026 | Independent Financial Group LLC | 89,164 | $2.00M | 0.1% | N/A | 6.369% | |
| 5/5/2026 | Bank of New York Mellon Corp | 13,219 | $296K | 0.0% | N/A | 0.944% | |
| 5/1/2026 | Simplicity Wealth LLC | 117,633 | $2.63M | 0.1% | +10.0% | 8.402% | |
| 4/30/2026 | Kestra Advisory Services LLC | 29,138 | $652K | 0.0% | +106.1% | 2.081% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 434,658 | $9.73M | 0.0% | N/A | 31.047% | |
| 4/17/2026 | Brookstone Capital Management | 37,836 | $847K | 0.0% | +26.2% | 2.703% | |
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| 3/17/2026 | Rockefeller Capital Management L.P. | 414,272 | $9.21M | 0.0% | N/A | 29.591% | |
| 2/18/2026 | NewEdge Advisors LLC | 55,525 | $1.24M | 0.0% | +67.5% | 1.983% | |
| 2/18/2026 | Opus Financial Solutions LLC | 27,184 | $605K | 0.6% | N/A | 0.971% | |
| 2/18/2026 | Claro Advisors Inc. | 16,602 | $369K | 0.1% | N/A | 0.593% | |
| 2/17/2026 | Cetera Investment Advisers | 174,326 | $3.88M | 0.0% | +16.3% | 6.226% | |
| 2/17/2026 | Kovack Advisors Inc. | 37,173 | $827K | 0.0% | N/A | 1.328% | |
| 2/17/2026 | Advisory Services Network LLC | 14,558 | $324K | 0.0% | +12.3% | 0.520% | |
| 2/16/2026 | MML Investors Services LLC | 18,891 | $420K | 0.0% | -31.2% | 0.675% | |
| 2/16/2026 | Mariner LLC | 19,635 | $437K | 0.0% | N/A | 0.701% | |
| 2/13/2026 | Kestra Advisory Services LLC | 14,136 | $314K | 0.0% | N/A | 0.505% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 60,511 | $1.35M | 0.0% | +12.4% | 2.161% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 542,978 | $12.08M | 0.0% | +0.3% | 19.392% | |
| 2/12/2026 | StoneX Group Inc. | 9,139 | $203K | 0.0% | N/A | 0.326% | |
| 2/12/2026 | Wedbush Securities Inc. | 55,325 | $1.23M | 0.0% | +10.2% | 1.976% | |
| 2/12/2026 | Moneta Group Investment Advisors LLC | 13,377 | $298K | 0.0% | -11.8% | 0.478% | |
| 2/12/2026 | Principal Securities Inc. | 12,087 | $269K | 0.0% | +51.4% | 0.432% | |
| 2/12/2026 | Kovack Advisors Inc. | 37,173 | $827K | 0.0% | N/A | 1.328% | |
| 2/11/2026 | Tradition Wealth Management LLC | 11,848 | $264K | 0.0% | +17.9% | 0.423% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 14,437 | $321K | 0.0% | N/A | 0.516% | |
| 2/9/2026 | Prospera Financial Services Inc | 23,403 | $520K | 0.0% | +20.2% | 0.836% | |
| 2/6/2026 | McKinley Carter Wealth Services Inc. | 41,889 | $932K | 0.1% | +22.0% | 1.496% | |
| 2/5/2026 | IMG Wealth Management Inc. | 6,410 | $143K | 0.1% | -6.9% | 0.229% | |
| 2/3/2026 | AssuredPartners Investment Advisors LLC | 80,963 | $1.80M | 0.3% | +626.8% | 3.114% | |
| 2/2/2026 | Truist Financial Corp | 13,436 | $299K | 0.0% | +17.5% | 0.517% | |
| 1/30/2026 | Simplicity Wealth LLC | 106,983 | $2.38M | 0.1% | +5.4% | 4.115% | |
| 1/26/2026 | Keystone Wealth Services LLC | 136,016 | $3.03M | 0.6% | N/A | 5.334% | |
| 1/23/2026 | Lunt Capital Management Inc. | 9,620 | $214K | 0.1% | N/A | 0.393% | |
| 1/23/2026 | DHJJ Financial Advisors Ltd. | 23,540 | $524K | 0.2% | +4.5% | 0.961% | |
| 1/16/2026 | Legacy Capital Wealth Partners LLC | 16,321 | $363K | 0.1% | +27.2% | 0.680% | |
| 1/15/2026 | Brookstone Capital Management | 29,992 | $667K | 0.0% | +181.3% | 1.250% | |
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| 1/14/2026 | Chris Bulman Inc | 20,736 | $461K | 0.2% | +93.6% | 0.864% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 37,858 | $851K | 0.0% | +1.6% | 1.577% | |
| 12/2/2025 | IFP Advisors Inc | 1,177 | $26K | 0.0% | N/A | 0.055% | |
| 11/18/2025 | Advisory Services Network LLC | 12,964 | $282K | 0.0% | N/A | 0.603% | |
| 11/17/2025 | NewEdge Advisors LLC | 33,153 | $720K | 0.0% | +45.4% | 1.542% | |
| 11/17/2025 | Susquehanna International Group LLP | 37,867 | $823K | 0.0% | +176.9% | 1.761% | |
| 11/17/2025 | Moneta Group Investment Advisors LLC | 15,173 | $330K | 0.0% | N/A | 0.706% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 53,835 | $1.17M | 0.0% | +102.5% | 2.504% | |
| 11/14/2025 | Arlington Capital Management Inc. | 50,051 | $1.09M | 0.7% | +54.1% | 2.328% | |
| 11/10/2025 | Ameritas Investment Partners Inc. | 5,005 | $109K | 0.0% | +39.8% | 0.233% | |
| 11/6/2025 | Wedbush Securities Inc. | 50,206 | $1.09M | 0.0% | N/A | 2.335% | |
| 11/6/2025 | Prospera Financial Services Inc | 19,465 | $423K | 0.0% | +45.1% | 0.905% | |
| 11/5/2025 | IMG Wealth Management Inc. | 6,886 | $150K | 0.1% | +1,346.6% | 0.328% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 394,892 | $8.58M | 0.0% | +35.2% | 18.804% | |
| 11/4/2025 | McKinley Carter Wealth Services Inc. | 34,331 | $746K | 0.0% | +211.2% | 1.635% | |
| 11/3/2025 | Truist Financial Corp | 11,436 | $249K | 0.0% | N/A | 0.545% | |
| 10/30/2025 | Simplicity Wealth LLC | 101,463 | $2.21M | 0.1% | N/A | 4.832% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 37,279 | $813K | 0.0% | -1.5% | 1.775% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 541,597 | $11.77M | 0.0% | +10.4% | 25.790% | |
| 10/20/2025 | Chris Bulman Inc | 10,708 | $233K | 0.1% | N/A | 0.510% | |
| 10/6/2025 | AssuredPartners Investment Advisors LLC | 11,139 | $242K | 0.1% | N/A | 0.543% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 22,765 | $480K | 0.0% | N/A | 1.469% | |
| 8/15/2025 | MML Investors Services LLC | 45,747 | $965K | 0.0% | +294.1% | 2.951% | |
| 8/14/2025 | NewEdge Advisors LLC | 22,803 | $481K | 0.0% | +18.1% | 1.471% | |
| 8/12/2025 | Ameritas Investment Partners Inc. | 3,580 | $76K | 0.0% | N/A | 0.231% | |
| 8/8/2025 | Cetera Investment Advisers | 53,709 | $1.13M | 0.0% | N/A | 3.465% | |
| 8/6/2025 | Prospera Financial Services Inc | 13,412 | $283K | 0.0% | N/A | 0.865% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 292,177 | $6.16M | 0.0% | +467.0% | 19.478% | |
| 7/30/2025 | Brookstone Capital Management | 10,661 | $225K | 0.0% | N/A | 0.711% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 11,031 | $233K | 0.0% | N/A | 0.788% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 22,333 | $471K | 0.2% | +16.1% | 1.595% | |
| 7/16/2025 | Arlington Capital Management Inc. | 32,475 | $685K | 0.6% | N/A | 2.320% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 37,865 | $798K | 0.0% | +1.3% | 2.805% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 12,475 | $247K | 0.0% | N/A | 1.188% | |
| 5/1/2025 | Lane & Associates LLC | 13,055 | $258K | 0.1% | +6.1% | 1.374% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 51,528 | $1.02M | 0.0% | N/A | 5.424% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 19,237 | $380K | 0.2% | +30.7% | 2.025% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 37,390 | $739K | 0.0% | N/A | 3.936% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 16,925 | $318K | 0.0% | N/A | 2.604% | |
| 2/13/2025 | NewEdge Advisors LLC | 19,163 | $361K | 0.0% | +53.3% | 0.000% | |
| 2/12/2025 | OLD Mission Capital LLC | 15,934 | $300K | 0.0% | N/A | 0.000% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 374,427 | $7.04M | 0.0% | +38.0% | 0.000% | |
| 2/3/2025 | Lane & Associates LLC | 12,305 | $238K | 0.1% | N/A | 0.000% | |
| 1/30/2025 | DHJJ Financial Advisors Ltd. | 14,717 | $277K | 0.1% | +611.0% | 0.000% | |
| 1/28/2025 | Advisory Resource Group | 36,592 | $688K | 0.1% | N/A | 0.000% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 2,070 | $42K | 0.0% | N/A | 0.000% | |