| 10/8/2026 | Farther Finance Advisors LLC | 247,940 | $6.33M | 0.0% | +24.5% | 13.402% | |
| 2/18/2026 | OLD Mission Capital LLC | 40,043 | $950K | 0.0% | N/A | 2.503% | |
| 2/17/2026 | Cetera Investment Advisers | 91,856 | $2.18M | 0.0% | -2.7% | 5.741% | |
| 2/13/2026 | Kestra Advisory Services LLC | 38,688 | $917K | 0.0% | -1.6% | 2.418% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 58,861 | $1.40M | 0.0% | -15.8% | 3.679% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 11,368 | $270K | 0.0% | +667.1% | 0.711% | |
| 2/11/2026 | LPL Financial LLC | 11,629 | $276K | 0.0% | N/A | 0.727% | |
| 2/9/2026 | Harbour Investments Inc. | 9,253 | $219K | 0.0% | -9.6% | 0.578% | |
| 2/5/2026 | Macroview Investment Management LLC | 57,202 | $1.36M | 0.9% | -7.8% | 3.575% | |
| 2/3/2026 | Anfield Capital Management LLC | 12,050 | $286K | 0.1% | -17.6% | 0.753% | |
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| 1/26/2026 | CWM LLC | 1,389 | $33K | 0.0% | -69.8% | 0.087% | |
| 1/15/2026 | Brookstone Capital Management | 10,600 | $251K | 0.0% | -5.4% | 0.663% | |
| 1/9/2026 | First Heartland Consultants Inc. | 557,591 | $13.22M | 1.0% | -0.5% | 34.849% | |
| 1/6/2026 | Arlington Capital Management Inc. | 10,807 | $256K | 0.2% | -4.6% | 0.655% | |
| 11/18/2025 | Advisory Services Network LLC | 1,149 | $27K | 0.0% | N/A | 0.068% | |
| 11/17/2025 | Citadel Advisors LLC | 23,458 | $547K | 0.0% | N/A | 1.380% | |
| 11/14/2025 | Raymond James Financial Inc. | 21,468 | $500K | 0.0% | -60.1% | 1.263% | |
| 11/14/2025 | Arlington Capital Management Inc. | 11,328 | $264K | 0.2% | -6.9% | 0.666% | |
| 11/13/2025 | Sequent Planning LLC | 24,779 | $578K | 0.2% | -19.7% | 1.458% | |
| 11/10/2025 | First Heartland Consultants Inc. | 560,271 | $13.06M | 1.0% | +6.4% | 32.957% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 2,435 | $57K | 0.0% | N/A | 0.143% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 13,881 | $324K | 0.0% | +8.9% | 0.817% | |
| 10/23/2025 | Park Avenue Securities LLC | 8,892 | $207K | 0.0% | N/A | 0.523% | |
| 8/15/2025 | First Heartland Consultants Inc. | 526,566 | $11.99M | 1.1% | +9.6% | 30.089% | |
| 8/14/2025 | Raymond James Financial Inc. | 53,841 | $1.23M | 0.0% | +234.2% | 3.077% | |
| 8/11/2025 | Anfield Capital Management LLC | 14,682 | $334K | 0.1% | N/A | 0.839% | |
| 8/8/2025 | Cetera Investment Advisers | 92,971 | $2.12M | 0.0% | +117.3% | 5.313% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 12,751 | $290K | 0.0% | N/A | 0.729% | |
| 7/30/2025 | Brookstone Capital Management | 11,200 | $255K | 0.0% | N/A | 0.640% | |
| 7/28/2025 | Uptick Partners LLC | 12,903 | $294K | 0.1% | +22.9% | 0.737% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 12,930 | $294K | 0.0% | N/A | 0.739% | |
| 7/25/2025 | CWM LLC | 4,597 | $105K | 0.0% | +832.5% | 0.263% | |
| 7/25/2025 | Apollon Wealth Management LLC | 41,180 | $938K | 0.0% | -5.5% | 2.353% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 15,664 | $357K | 0.1% | +24.5% | 0.895% | |
| 7/16/2025 | Arlington Capital Management Inc. | 12,163 | $277K | 0.2% | N/A | 0.695% | |
| 7/10/2025 | Focus Financial Network Inc. | 14,480 | $330K | 0.0% | N/A | 0.783% | |
| 5/15/2025 | OLD Mission Capital LLC | 45,917 | $1.01M | 0.0% | +384.7% | 3.280% | |
| 5/14/2025 | Kestra Advisory Services LLC | 46,990 | $1.04M | 0.0% | -16.3% | 3.356% | |
| 5/7/2025 | First Heartland Consultants Inc. | 480,380 | $10.59M | 1.1% | +4.1% | 34.313% | |
| 5/6/2025 | Cetera Investment Advisers | 42,779 | $943K | 0.0% | +6.0% | 3.056% | |
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| 4/18/2025 | DHJJ Financial Advisors Ltd. | 12,578 | $277K | 0.1% | -18.0% | 1.006% | |
| 2/18/2025 | First Heartland Consultants Inc. | 461,474 | $10.22M | 1.0% | N/A | 83.904% | |
| 2/17/2025 | Cetera Investment Advisers | 40,347 | $893K | 0.0% | -12.6% | 7.336% | |
| 2/17/2025 | Citadel Advisors LLC | 43,922 | $972K | 0.0% | +366.2% | 7.986% | |
| 2/13/2025 | Raymond James Financial Inc. | 16,109 | $357K | 0.0% | N/A | 2.929% | |
| 2/12/2025 | OLD Mission Capital LLC | 9,473 | $210K | 0.0% | -69.1% | 1.722% | |
| 2/12/2025 | Bullseye Investment Management LLC | 29,161 | $644K | 0.4% | -85.9% | 5.302% | |
| 2/12/2025 | Arlington Capital Management Inc. | 14,992 | $332K | 0.2% | +12.5% | 2.726% | |
| 2/10/2025 | Harbour Investments Inc. | 10,235 | $227K | 0.0% | -6.9% | 1.861% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 37,431 | $829K | 0.0% | -4.7% | 6.806% | |
| 2/6/2025 | Raymond James Financial Inc. | 16,109 | $357K | 0.0% | N/A | 2.929% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 1,482 | $33K | 0.0% | -81.2% | 0.269% | |
| 11/1/2024 | Holistic Planning LLC | 10,503 | $227K | 0.1% | N/A | 1.910% | |
| 10/30/2024 | Arlington Capital Management Inc. | 13,324 | $288K | 0.2% | N/A | 2.423% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 1,609 | $35K | 0.0% | N/A | 0.293% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 15,344 | $331K | 0.1% | N/A | 2.790% | |
| 8/8/2024 | Luken Investment Analytics LLC | 50,517 | $1.07M | 0.5% | N/A | 9.185% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 37,046 | $784K | 0.0% | N/A | 6.736% | |
| 7/30/2024 | Integrity Financial Corp WA | 4,948 | $105K | 0.1% | N/A | 0.900% | |
| 7/30/2024 | International Assets Investment Management LLC | 20,340 | $430K | 0.0% | N/A | 3.698% | |
| 7/26/2024 | Harbour Investments Inc. | 10,998 | $233K | 0.0% | N/A | 2.000% | |
| 7/19/2024 | World Equity Group Inc. | 104,888 | $2.22M | 0.7% | N/A | 19.070% | |
| 7/17/2024 | Redhawk Wealth Advisors Inc. | 10,324 | $218K | 0.0% | N/A | 1.877% | |