| 5/19/2026 | Cornerstone Wealth LLC TN | 9,473 | $287K | 0.2% | N/A | 0.379% | |
| 5/13/2026 | Cetera Investment Advisers | 64,035 | $1.88M | 0.0% | -11.0% | 2.561% | |
| 5/1/2026 | Corrado Advisors LLC | 66,480 | $1.96M | 1.0% | -2.3% | 2.659% | |
| 4/30/2026 | Kestra Advisory Services LLC | 34,477 | $1.01M | 0.0% | -14.2% | 1.379% | |
| 2/18/2026 | First Commonwealth Financial Corp PA | 16,831 | $492K | 0.1% | -2.0% | 0.673% | |
| 2/18/2026 | OLD Mission Capital LLC | 8,844 | $258K | 0.0% | -87.9% | 0.354% | |
| 2/17/2026 | Cetera Investment Advisers | 71,950 | $2.10M | 0.0% | -68.6% | 2.878% | |
| 2/17/2026 | Osaic Holdings Inc. | 31,236 | $913K | 0.0% | -9.7% | 1.249% | |
| 2/17/2026 | Royal Bank of Canada | 8,667 | $253K | 0.0% | N/A | 0.347% | |
| 2/13/2026 | Kestra Advisory Services LLC | 40,189 | $1.17M | 0.0% | +4.5% | 1.608% | |
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| 2/12/2026 | Commonwealth Equity Services LLC | 53,028 | $1.55M | 0.0% | -7.0% | 2.121% | |
| 2/11/2026 | LPL Financial LLC | 8,895 | $260K | 0.0% | N/A | 0.356% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 25,000 | $731K | 0.0% | N/A | 1.000% | |
| 2/9/2026 | Harbour Investments Inc. | 2,579 | $75K | 0.0% | -96.0% | 0.103% | |
| 2/6/2026 | Americana Partners LLC | 55,855 | $1.63M | 0.0% | -25.0% | 2.234% | |
| 2/6/2026 | IFP Advisors Inc | 7,531 | $220K | 0.0% | +10.7% | 0.301% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 1,000 | $29K | 0.0% | -37.5% | 0.040% | |
| 2/3/2026 | Red Crane Wealth Management LLC | 21,086 | $616K | 0.5% | -1.7% | 0.843% | |
| 1/26/2026 | BCS Wealth Management | 12,418 | $363K | 0.0% | N/A | 0.497% | |
| 1/5/2026 | Commons Capital LLC | 51,556 | $1.51M | 1.0% | +335.9% | 2.062% | |
| 1/1/2026 | JPMorgan Chase & Co. | 1,120 | $32K | 0.0% | N/A | 0.045% | |
| 12/2/2025 | IFP Advisors Inc | 6,803 | $193K | 0.0% | -28.8% | 0.272% | |
| 11/19/2025 | Sunbelt Securities Inc. | 890 | $25K | 0.0% | N/A | 0.036% | |
| 11/17/2025 | Susquehanna International Group LLP | 22,139 | $629K | 0.0% | -56.2% | 0.886% | |
| 11/14/2025 | Arlington Capital Management Inc. | 14,386 | $409K | 0.3% | -6.5% | 0.575% | |
| 11/13/2025 | SeaCrest Wealth Management LLC | 50,020 | $1.43M | 0.2% | -3.7% | 2.001% | |
| 11/13/2025 | SageView Advisory Group LLC | 206,071 | $5.85M | 0.2% | +39.4% | 8.243% | |
| 11/12/2025 | Bright Futures Wealth Management LLC. | 7,784 | $221K | 0.2% | N/A | 0.311% | |
| 11/7/2025 | JPMorgan Chase & Co. | 1,120 | $32K | 0.0% | N/A | 0.045% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 866 | $25K | 0.0% | N/A | 0.035% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 8,356 | $237K | 0.0% | N/A | 0.334% | |
| 11/4/2025 | Ashton Thomas Private Wealth LLC | 43,339 | $1.23M | 0.0% | -2.4% | 1.734% | |
| 11/3/2025 | Atlantic Private Wealth LLC | 910 | $26K | 0.0% | -83.3% | 0.036% | |
| 10/29/2025 | Americana Partners LLC | 74,480 | $2.12M | 0.1% | +5.3% | 2.979% | |
| 10/29/2025 | Red Crane Wealth Management LLC | 21,458 | $609K | 0.5% | -77.0% | 0.858% | |
| 10/27/2025 | Gill Capital Partners LLC | 7,165 | $203K | 0.1% | -13.6% | 0.287% | |
| 10/22/2025 | Worth Financial Advisory Group LLC | 19,545 | $555K | 0.3% | -4.5% | 0.782% | |
| 10/14/2025 | Farther Finance Advisors LLC | 1,000 | $28K | 0.0% | N/A | 0.040% | |
| 10/2/2025 | Global Wealth Strategies & Associates | 1,130 | $32K | 0.0% | N/A | 0.045% | |
| 9/4/2025 | Osaic Holdings Inc. | 33,989 | $943K | 0.0% | +192.1% | 1.360% | |
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| 8/15/2025 | IHT Wealth Management LLC | 36,983 | $1.03M | 0.0% | N/A | 1.479% | |
| 8/14/2025 | Raymond James Financial Inc. | 5,075 | $141K | 0.0% | N/A | 0.203% | |
| 8/14/2025 | NewEdge Advisors LLC | 12,352 | $343K | 0.0% | N/A | 0.494% | |
| 8/13/2025 | SageView Advisory Group LLC | 147,847 | $4.08M | 0.2% | +81.8% | 5.914% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 2,750 | $76K | 0.0% | +15.8% | 0.110% | |
| 8/12/2025 | MAI Capital Management | 9,664 | $268K | 0.0% | +6,216.3% | 0.387% | |
| 8/8/2025 | Cetera Investment Advisers | 224,671 | $6.23M | 0.0% | +1,451.6% | 8.987% | |
| 8/8/2025 | Phoenix Wealth Advisors | 10,964 | $304K | 0.1% | N/A | 0.439% | |
| 8/7/2025 | Americana Partners LLC | 70,764 | $1.96M | 0.1% | +112.2% | 2.831% | |
| 8/7/2025 | PFG Advisors | 14,153 | $393K | 0.0% | N/A | 0.566% | |
| 8/5/2025 | Sigma Planning Corp | 68,613 | $1.90M | 0.1% | N/A | 2.745% | |
| 8/1/2025 | Corrado Advisors LLC | 68,307 | $1.90M | 1.2% | +89.2% | 2.732% | |
| 7/31/2025 | Gill Capital Partners LLC | 8,295 | $230K | 0.1% | N/A | 0.332% | |
| 7/30/2025 | Red Crane Wealth Management LLC | 93,199 | $2.59M | 2.4% | N/A | 3.728% | |
| 7/29/2025 | Commons Capital LLC | 12,142 | $337K | 0.3% | N/A | 0.486% | |
| 7/28/2025 | Harbour Investments Inc. | 64,247 | $1.78M | 0.0% | +872.0% | 2.570% | |
| 7/24/2025 | IFP Advisors Inc | 9,554 | $265K | 0.0% | -10.3% | 0.382% | |
| 7/22/2025 | Belpointe Asset Management LLC | 7,567 | $210K | 0.0% | N/A | 0.303% | |
| 7/22/2025 | Berger Financial Group Inc | 56,838 | $1.58M | 0.1% | +35.8% | 2.274% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 7,004 | $194K | 0.1% | +47.0% | 0.280% | |
| 7/18/2025 | Access Financial Services Inc. | 112,635 | $3.12M | 1.2% | N/A | 4.505% | |
| 7/18/2025 | Truist Financial Corp | 38,120 | $1.06M | 0.0% | N/A | 1.525% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 20,460 | $568K | 0.3% | +26.8% | 0.818% | |
| 7/16/2025 | PFS Partners LLC | 10,279 | $285K | 0.1% | +208.6% | 0.411% | |
| 7/16/2025 | Perigon Wealth Management LLC | 7,498 | $208K | 0.0% | N/A | 0.300% | |
| 7/16/2025 | Arlington Capital Management Inc. | 15,389 | $427K | 0.4% | N/A | 0.616% | |
| 7/14/2025 | KFG Wealth Management LLC | 8,502 | $236K | 0.0% | N/A | 0.340% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 51,955 | $1.44M | 0.2% | N/A | 2.078% | |
| 7/11/2025 | Cypress Financial Planning LLC | 7,609 | $211K | 0.1% | N/A | 0.304% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 60,308 | $1.67M | 0.3% | +6.9% | 2.412% | |
| 5/19/2025 | SageView Advisory Group LLC | 81,319 | $2.08M | 0.1% | +70.3% | 6.891% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 44,323 | $1.14M | 0.0% | +18.8% | 3.756% | |
| 5/12/2025 | Berger Financial Group Inc | 41,855 | $1.07M | 0.1% | +201.3% | 3.547% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 20,000 | $512K | 0.4% | N/A | 1.770% | |
| 5/8/2025 | Harbour Investments Inc. | 6,610 | $169K | 0.0% | +12.3% | 0.585% | |
| 5/6/2025 | Cetera Investment Advisers | 14,480 | $371K | 0.0% | +39.7% | 1.281% | |
| 5/5/2025 | IFP Advisors Inc | 10,646 | $273K | 0.0% | -7.0% | 0.942% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 9,150 | $234K | 0.0% | N/A | 0.810% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 16,135 | $413K | 0.3% | +53.0% | 1.428% | |
| 4/15/2025 | Noble Wealth Management PBC | 3,250 | $83K | 0.1% | N/A | 0.295% | |
| 4/9/2025 | NBC Securities Inc. | 2,398 | $61K | 0.0% | +119,800.0% | 0.218% | |
| 2/17/2025 | Cetera Investment Advisers | 10,365 | $255K | 0.0% | +5.9% | 0.000% | |
| 2/13/2025 | SageView Advisory Group LLC | 47,754 | $1.18M | 0.1% | +451.9% | 0.000% | |
| 2/12/2025 | OLD Mission Capital LLC | 16,960 | $418K | 0.0% | N/A | 0.000% | |
| 2/10/2025 | Harbour Investments Inc. | 5,887 | $145K | 0.0% | +45.1% | 0.000% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 19,315 | $476K | 0.0% | +2.5% | 0.000% | |
| 2/7/2025 | Ashton Thomas Private Wealth LLC | 37,314 | $919K | 0.0% | N/A | 0.000% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 2,375 | $58K | 0.0% | N/A | 0.000% | |
| 2/5/2025 | Corrado Advisors LLC | 36,246 | $892K | 0.6% | +22.9% | 0.000% | |
| 2/4/2025 | IFP Advisors Inc | 11,446 | $282K | 0.0% | -11.0% | 0.000% | |
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| 1/30/2025 | Bright Futures Wealth Management LLC. | 8,077 | $203K | 0.2% | -27.2% | 0.000% | |
| 1/27/2025 | PFS Partners LLC | 3,331 | $82K | 0.0% | +66.4% | 0.000% | |
| 11/15/2024 | Jane Street Group LLC | 41,985 | $1.10M | 0.0% | N/A | 0.000% | |
| 11/15/2024 | SageView Advisory Group LLC | 8,652 | $226K | 0.0% | N/A | 0.000% | |
| 11/1/2024 | PFS Partners LLC | 2,002 | $52K | 0.0% | +1,902.0% | 0.000% | |
| 11/1/2024 | Corrado Advisors LLC | 29,487 | $770K | 0.5% | -4.6% | 0.000% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 1,600 | $42K | 0.0% | N/A | 0.000% | |
| 10/25/2024 | Worth Financial Advisory Group LLC | 10,545 | $276K | 0.2% | +6.5% | 0.000% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 5,044 | $132K | 0.1% | N/A | 0.000% | |
| 10/15/2024 | NBC Securities Inc. | 2,398 | $62K | 0.0% | N/A | 0.000% | |