| 5/19/2026 | Western Wealth Management LLC | 6,068 | $249K | 0.0% | N/A | 0.178% | |
| 5/13/2026 | Cetera Investment Advisers | 315,497 | $12.96M | 0.0% | +14.6% | 9.279% | |
| 5/6/2026 | Independent Financial Group LLC | 15,276 | $628K | 0.0% | N/A | 0.449% | |
| 5/5/2026 | D.A. Davidson & CO. | 17,182 | $706K | 0.0% | +5.0% | 0.505% | |
| 4/30/2026 | Kestra Advisory Services LLC | 11,938 | $490K | 0.0% | +22.6% | 0.351% | |
| 4/27/2026 | World Investment Advisors | 6,414 | $263K | 0.0% | N/A | 0.189% | |
| 2/17/2026 | Cetera Investment Advisers | 275,312 | $12.88M | 0.0% | +28.0% | 5.677% | |
| 2/17/2026 | Equitable Holdings Inc. | 62,893 | $2.94M | 0.0% | +9.4% | 1.297% | |
| 2/17/2026 | Osaic Holdings Inc. | 112,529 | $5.27M | 0.0% | +14.8% | 2.320% | |
| 2/13/2026 | Kestra Advisory Services LLC | 9,734 | $455K | 0.0% | -7.7% | 0.201% | |
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| 2/13/2026 | Stifel Financial Corp | 28,347 | $1.33M | 0.0% | +13.8% | 0.584% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 27,093 | $1.27M | 0.0% | +47.2% | 0.559% | |
| 2/11/2026 | LPL Financial LLC | 547,081 | $25.60M | 0.0% | +13.2% | 11.280% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 9,498 | $444K | 0.0% | +62.3% | 0.196% | |
| 2/10/2026 | IFG Advisory LLC | 27,742 | $1.30M | 0.1% | N/A | 0.572% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 8,927 | $418K | 0.0% | -7.2% | 0.184% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 8,338 | $390K | 0.0% | -3.5% | 0.172% | |
| 2/4/2026 | Empire Life Investments Inc. | 39,870 | $1.87M | 0.1% | +32.2% | 0.839% | |
| 2/3/2026 | International Assets Investment Management LLC | 3,189 | $149K | 0.0% | N/A | 0.067% | |
| 2/3/2026 | Encompass More Asset Management | 82,956 | $3.88M | 0.7% | +0.8% | 1.746% | |
| 1/30/2026 | Sigma Planning Corp | 5,314 | $249K | 0.0% | +4.8% | 0.112% | |
| 1/29/2026 | D.A. Davidson & CO. | 16,365 | $766K | 0.0% | -52.0% | 0.348% | |
| 1/29/2026 | Sanctuary Advisors LLC | 4,636 | $217K | 0.0% | -19.5% | 0.099% | |
| 1/26/2026 | Private Trust Co. NA | 1,100 | $51K | 0.0% | +57.1% | 0.024% | |
| 1/26/2026 | Prosperity Financial Group Inc. | 8,077 | $378K | 0.1% | N/A | 0.174% | |
| 1/23/2026 | Fifth Third Securities Inc. | 67,008 | $3.14M | 0.2% | -4.7% | 1.441% | |
| 1/20/2026 | Thurston Springer Miller Herd & Titak Inc. | 22,435 | $1.05M | 0.4% | +1,087.7% | 0.482% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 24,445 | $1.16M | 0.0% | +65.4% | 0.537% | |
| 11/18/2025 | Advisory Services Network LLC | 800 | $38K | 0.0% | N/A | 0.019% | |
| 11/17/2025 | Citadel Advisors LLC | 30,500 | $1.45M | 0.0% | +5.7% | 0.726% | |
| 11/17/2025 | Ameriprise Financial Inc. | 176,753 | $8.41M | 0.0% | N/A | 4.208% | |
| 11/14/2025 | Raymond James Financial Inc. | 71,650 | $3.41M | 0.0% | +19.5% | 1.706% | |
| 11/14/2025 | Equitable Holdings Inc. | 57,495 | $2.73M | 0.0% | +54.6% | 1.369% | |
| 11/12/2025 | Kingsview Wealth Management LLC | 9,620 | $458K | 0.0% | N/A | 0.229% | |
| 11/7/2025 | Calton & Associates Inc. | 7,438 | $354K | 0.1% | +8.4% | 0.177% | |
| 11/5/2025 | J.W. Cole Advisors Inc. | 8,571 | $408K | 0.0% | +26.4% | 0.204% | |
| 11/4/2025 | Jones Financial Companies Lllp | 48,962 | $2.30M | 0.0% | +174.7% | 1.166% | |
| 11/3/2025 | Foundations Investment Advisors LLC | 5,851 | $278K | 0.0% | N/A | 0.139% | |
| 10/22/2025 | D.A. Davidson & CO. | 34,106 | $1.62M | 0.0% | -20.0% | 0.822% | |
| 10/17/2025 | Encompass More Asset Management | 82,306 | $3.91M | 0.7% | -39.5% | 2.058% | |
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| 10/10/2025 | Fifth Third Securities Inc. | 70,304 | $3.34M | 0.2% | +310.9% | 1.758% | |
| 10/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,889 | $90K | 0.2% | -94.5% | 0.047% | |
| 9/4/2025 | Osaic Holdings Inc. | 55,924 | $2.46M | 0.0% | +40.8% | 1.598% | |
| 8/29/2025 | Centaurus Financial Inc. | 2,349 | $103K | 0.0% | N/A | 0.067% | |
| 8/14/2025 | Raymond James Financial Inc. | 59,979 | $2.64M | 0.0% | +29.4% | 1.714% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 6,781 | $298K | 0.0% | N/A | 0.194% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 78,715 | $3.46M | 0.0% | +18.0% | 2.249% | |
| 8/8/2025 | Cetera Investment Advisers | 170,283 | $7.49M | 0.0% | +12.7% | 4.865% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 8,695 | $382K | 0.0% | +7.6% | 0.248% | |
| 7/30/2025 | D.A. Davidson & CO. | 42,632 | $1.88M | 0.0% | -6.9% | 1.236% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 6,414 | $282K | 0.1% | N/A | 0.186% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 15,976 | $703K | 0.0% | N/A | 0.463% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 13,864 | $610K | 0.0% | N/A | 0.402% | |
| 7/17/2025 | Fifth Third Securities Inc. | 17,108 | $752K | 0.1% | -14.2% | 0.503% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 14,775 | $649K | 0.0% | -12.9% | 0.435% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 34,456 | $1.52M | 0.2% | +645.0% | 1.013% | |
| 5/19/2025 | Jane Street Group LLC | 18,494 | $646K | 0.0% | N/A | 0.606% | |
| 5/15/2025 | Calton & Associates Inc. | 5,903 | $206K | 0.0% | N/A | 0.194% | |
| 5/9/2025 | Encompass More Asset Management | 139,996 | $4.89M | 1.5% | +2.4% | 4.590% | |
| 5/9/2025 | Empire Life Investments Inc. | 15,500 | $541K | 0.0% | -46.0% | 0.508% | |
| 5/7/2025 | LPL Financial LLC | 544,550 | $19.02M | 0.0% | +7.7% | 17.854% | |
| 5/6/2025 | Cetera Investment Advisers | 151,113 | $5.28M | 0.0% | +16.2% | 4.955% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 66,693 | $2.33M | 0.0% | +13.6% | 2.187% | |
| 5/6/2025 | AE Wealth Management LLC | 2,695 | $94K | 0.0% | -74.9% | 0.088% | |
| 5/5/2025 | Calton & Associates Inc. | 20,114 | $703K | 0.1% | N/A | 0.659% | |
| 5/1/2025 | Fifth Third Securities Inc. | 19,942 | $697K | 0.1% | N/A | 0.643% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 8,081 | $282K | 0.0% | +157.2% | 0.261% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 16,970 | $593K | 0.0% | -15.0% | 0.547% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,625 | $162K | 0.0% | +1,728.1% | 0.149% | |
| 2/17/2025 | Cetera Investment Advisers | 130,007 | $5.20M | 0.0% | +54.8% | 6.047% | |
| 2/17/2025 | Citadel Advisors LLC | 11,944 | $477K | 0.0% | -35.8% | 0.556% | |
| 2/14/2025 | Stifel Financial Corp | 9,592 | $383K | 0.0% | +23.2% | 0.446% | |
| 2/13/2025 | Mariner LLC | 14,191 | $567K | 0.0% | N/A | 0.660% | |
| 2/13/2025 | Raymond James Financial Inc. | 46,762 | $1.87M | 0.0% | N/A | 2.175% | |
| 2/11/2025 | LPL Financial LLC | 505,802 | $20.21M | 0.0% | +27.5% | 23.526% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 3,142 | $126K | 0.0% | N/A | 0.146% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 58,703 | $2.35M | 0.0% | +23.9% | 2.730% | |
| 2/7/2025 | Prosperity Financial Group Inc. | 43,266 | $1.73M | 0.9% | +11.7% | 2.012% | |
| 2/7/2025 | Independent Advisor Alliance | 20,951 | $837K | 0.0% | N/A | 0.974% | |
| 2/6/2025 | Raymond James Financial Inc. | 46,762 | $1.87M | 0.0% | N/A | 2.175% | |
| 1/30/2025 | Empire Life Investments Inc. | 28,700 | $1.15M | 0.1% | +176.0% | 1.335% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 3,270 | $131K | 0.0% | N/A | 0.152% | |
| 1/21/2025 | Encompass More Asset Management | 136,750 | $5.47M | 1.8% | +8.6% | 6.360% | |
| 11/27/2024 | Franklin Resources Inc. | 550,000 | $21.16M | 0.0% | N/A | 25.581% | |
| 11/15/2024 | Jane Street Group LLC | 10,110 | $377K | 0.0% | N/A | 0.470% | |
| 11/15/2024 | Stifel Financial Corp | 7,784 | $290K | 0.0% | +20.1% | 0.362% | |
| 11/14/2024 | Encompass More Asset Management | 125,886 | $4.70M | 1.8% | N/A | 5.855% | |
| 11/13/2024 | D.A. Davidson & CO. | 45,407 | $1.69M | 0.0% | -18.8% | 2.112% | |
| 11/13/2024 | Prosperity Financial Group Inc. | 38,726 | $1.44M | 0.8% | -7.8% | 1.801% | |
| 11/8/2024 | Prospera Financial Services Inc | 9,849 | $367K | 0.0% | +21.0% | 0.458% | |
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| 11/5/2024 | Apollon Wealth Management LLC | 14,191 | $529K | 0.0% | +36.2% | 0.660% | |
| 10/29/2024 | Empire Life Investments Inc. | 10,400 | $388K | 0.0% | +126.1% | 0.484% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 19,965 | $745K | 0.0% | +21.0% | 0.929% | |
| 7/30/2024 | International Assets Investment Management LLC | 3,189 | $117K | 0.0% | N/A | 0.148% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 16,495 | $607K | 0.0% | N/A | 0.767% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 7,450 | $253K | 0.0% | N/A | 0.347% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 19,354 | $657K | 0.0% | +140.5% | 0.900% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 8,047 | $233K | 0.0% | N/A | 0.000% | |
| 2/6/2024 | Apollon Wealth Management LLC | 7,151 | $207K | 0.0% | N/A | 0.000% | |
| 1/25/2024 | International Assets Investment Management LLC | 92,212 | $2.67M | 0.0% | N/A | 0.000% | |