| 5/13/2026 | Cetera Investment Advisers | 19,998 | $745K | 0.0% | -7.7% | 0.869% | |
| 4/28/2026 | Berger Financial Group Inc | 175,588 | $6.54M | 0.4% | -14.2% | 7.634% | |
| 4/21/2026 | KFG Wealth Management LLC | 79,389 | $2.96M | 0.4% | -18.2% | 3.452% | |
| 4/17/2026 | Brookstone Capital Management | 23,980 | $893K | 0.0% | -5.3% | 1.043% | |
| 2/18/2026 | OLD Mission Capital LLC | 43,283 | $1.62M | 0.0% | +2.3% | 1.882% | |
| 2/17/2026 | Cetera Investment Advisers | 21,678 | $811K | 0.0% | -7.5% | 0.943% | |
| 2/17/2026 | Osaic Holdings Inc. | 45,395 | $1.70M | 0.0% | -2.1% | 1.974% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 51,450 | $1.92M | 0.0% | -9.5% | 2.237% | |
| 2/12/2026 | Wood Tarver Financial Group LLC | 25,684 | $960K | 0.3% | -1.3% | 1.117% | |
| 2/11/2026 | LPL Financial LLC | 31,593 | $1.18M | 0.0% | +1.6% | 1.374% | |
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| 2/10/2026 | Foundations Investment Advisors LLC | 22,665 | $848K | 0.0% | +108.8% | 0.985% | |
| 2/5/2026 | IMG Wealth Management Inc. | 28,142 | $1.05M | 0.7% | -1.1% | 1.224% | |
| 2/5/2026 | Castle Rock Wealth Management LLC | 40,094 | $1.51M | 0.3% | -7.3% | 1.743% | |
| 2/4/2026 | Trek Financial LLC | 153,095 | $5.73M | 0.3% | -0.9% | 6.656% | |
| 2/3/2026 | AssuredPartners Investment Advisors LLC | 25,510 | $954K | 0.1% | N/A | 1.109% | |
| 2/2/2026 | Truist Financial Corp | 24,226 | $906K | 0.0% | -1.4% | 1.053% | |
| 1/27/2026 | Berger Financial Group Inc | 204,545 | $7.65M | 0.4% | -5.6% | 8.893% | |
| 1/26/2026 | O Connor Financial Group LLC | 8,954 | $337K | 0.1% | -74.2% | 0.389% | |
| 1/26/2026 | BCS Wealth Management | 8,564 | $320K | 0.0% | N/A | 0.372% | |
| 1/21/2026 | KFG Wealth Management LLC | 97,029 | $3.63M | 0.5% | -13.5% | 4.219% | |
| 1/20/2026 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 145,710 | $5.45M | 0.3% | -11.0% | 6.335% | |
| 1/15/2026 | Brookstone Capital Management | 25,319 | $947K | 0.0% | -98.5% | 1.101% | |
| 1/14/2026 | Spire Wealth Management | 52,376 | $1.96M | 0.1% | -14.5% | 2.277% | |
| 1/12/2026 | SeaCrest Wealth Management LLC | 97,411 | $3.65M | 0.4% | -3.2% | 4.235% | |
| 1/1/2026 | JPMorgan Chase & Co. | 22,322 | $819K | 0.0% | N/A | 0.971% | |
| 12/2/2025 | IFP Advisors Inc | 1,450 | $53K | 0.0% | -92.9% | 0.063% | |
| 11/17/2025 | Susquehanna International Group LLP | 23,721 | $870K | 0.0% | +55.4% | 1.031% | |
| 11/17/2025 | Citadel Advisors LLC | 21,169 | $777K | 0.0% | N/A | 0.920% | |
| 11/14/2025 | Wood Tarver Financial Group LLC | 26,030 | $955K | 0.3% | -2.8% | 1.132% | |
| 11/13/2025 | SeaCrest Wealth Management LLC | 100,634 | $3.70M | 0.4% | -3.9% | 4.375% | |
| 11/7/2025 | JPMorgan Chase & Co. | 22,322 | $819K | 0.0% | N/A | 0.971% | |
| 11/5/2025 | IMG Wealth Management Inc. | 28,462 | $1.04M | 0.7% | -1.2% | 1.237% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 29,650 | $1.09M | 0.0% | +1.8% | 1.289% | |
| 11/3/2025 | Foundations Investment Advisors LLC | 10,854 | $398K | 0.0% | N/A | 0.472% | |
| 10/31/2025 | Trek Financial LLC | 154,553 | $5.67M | 0.3% | -1.4% | 6.720% | |
| 10/29/2025 | Arkadios Wealth Advisors | 11,289 | $414K | 0.0% | N/A | 0.491% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 16,627 | $611K | 0.0% | -10.6% | 0.723% | |
| 10/23/2025 | Spire Wealth Management | 61,280 | $2.25M | 0.1% | -1.1% | 2.664% | |
| 10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 163,759 | $6.01M | 0.3% | +8.3% | 7.120% | |
| 10/20/2025 | Chris Bulman Inc | 6,379 | $234K | 0.1% | N/A | 0.277% | |
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| 10/15/2025 | Brookstone Capital Management | 1,651,928 | $60.61M | 0.7% | +4,765.5% | 71.823% | |
| 10/14/2025 | Berger Financial Group Inc | 216,710 | $7.95M | 0.5% | -2.6% | 9.422% | |
| 10/10/2025 | FC Advisory LLC | 6,061 | $222K | 0.1% | N/A | 0.264% | |
| 10/7/2025 | KFG Wealth Management LLC | 112,120 | $4.11M | 0.6% | -0.7% | 4.875% | |
| 9/4/2025 | Osaic Holdings Inc. | 42,278 | $1.51M | 0.0% | +77.3% | 1.838% | |
| 8/15/2025 | Chapman Financial Group LLC | 1,200 | $43K | 0.0% | N/A | 0.052% | |
| 8/14/2025 | Jane Street Group LLC | 29,391 | $1.05M | 0.0% | N/A | 1.278% | |
| 8/14/2025 | Raymond James Financial Inc. | 5,688 | $203K | 0.0% | N/A | 0.247% | |
| 8/13/2025 | SageView Advisory Group LLC | 16,678 | $601K | 0.0% | -39.2% | 0.725% | |
| 8/13/2025 | Trek Financial LLC | 156,677 | $5.58M | 0.4% | +2.3% | 6.812% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 25,404 | $905K | 0.0% | +20.0% | 1.105% | |
| 8/12/2025 | Archer Investment Corp | 715 | $25K | 0.0% | N/A | 0.031% | |
| 8/8/2025 | Cetera Investment Advisers | 17,079 | $608K | 0.0% | +16.3% | 0.743% | |
| 8/8/2025 | WealthShield Partners LLC | 5,632 | $201K | 0.0% | -45.6% | 0.245% | |
| 8/5/2025 | Sigma Planning Corp | 34,280 | $1.22M | 0.0% | N/A | 1.490% | |
| 8/5/2025 | Integrity Financial Corp WA | 2,715 | $97K | 0.0% | -12.0% | 0.118% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 151,276 | $5.39M | 0.5% | +9.0% | 6.577% | |
| 8/4/2025 | Spire Wealth Management | 61,991 | $2.21M | 0.1% | +72.7% | 2.695% | |
| 8/4/2025 | Barnes Dennig Private Wealth Management LLC | 14,185 | $505K | 0.6% | N/A | 0.617% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 29,117 | $1.04M | 0.0% | +11.3% | 1.266% | |
| 7/30/2025 | Strategic Blueprint LLC | 9,853 | $351K | 0.0% | N/A | 0.428% | |
| 7/30/2025 | Brookstone Capital Management | 33,952 | $1.21M | 0.0% | -3.3% | 1.476% | |
| 7/30/2025 | IMG Wealth Management Inc. | 28,810 | $1.03M | 0.8% | +10.2% | 1.253% | |
| 7/28/2025 | Harbour Investments Inc. | 2,185 | $78K | 0.0% | -46.2% | 0.095% | |
| 7/24/2025 | IFP Advisors Inc | 20,553 | $732K | 0.0% | N/A | 0.894% | |
| 7/22/2025 | Berkshire Money Management Inc. | 4,459 | $159K | 0.0% | N/A | 0.194% | |
| 7/22/2025 | Berger Financial Group Inc | 222,471 | $7.92M | 0.5% | +8.3% | 9.673% | |
| 7/18/2025 | Truist Financial Corp | 24,581 | $876K | 0.0% | +12.3% | 1.069% | |
| 7/15/2025 | Accurate Wealth Management LLC | 6,336 | $226K | 0.0% | N/A | 0.275% | |
| 7/14/2025 | KFG Wealth Management LLC | 112,903 | $4.02M | 0.6% | -5.4% | 4.909% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 104,756 | $3.73M | 0.4% | N/A | 4.555% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 18,597 | $663K | 0.0% | +6.6% | 0.809% | |
| 7/9/2025 | Central Valley Advisors LLC | 54,455 | $1.94M | 0.7% | +150.9% | 2.368% | |
| 7/7/2025 | O Connor Financial Group LLC | 34,725 | $1.24M | 0.5% | +10.3% | 1.510% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 9,220 | $302K | 0.0% | -18.6% | 0.498% | |
| 5/15/2025 | OLD Mission Capital LLC | 33,174 | $1.10M | 0.0% | +61.2% | 1.793% | |
| 5/14/2025 | CreativeOne Wealth LLC | 6,111 | $202K | 0.0% | -12.2% | 0.330% | |
| 5/14/2025 | Kestra Advisory Services LLC | 42,686 | $1.41M | 0.0% | -2.2% | 2.307% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 138,789 | $4.61M | 0.4% | +13.0% | 7.502% | |
| 5/12/2025 | Berger Financial Group Inc | 205,481 | $6.81M | 0.5% | -4.0% | 11.107% | |
| 5/9/2025 | WealthShield Partners LLC | 10,352 | $343K | 0.0% | +100.0% | 0.545% | |
| 5/6/2025 | Cetera Investment Advisers | 14,685 | $487K | 0.0% | +38.8% | 0.773% | |
| 5/6/2025 | AE Wealth Management LLC | 2,793 | $93K | 0.0% | -18.5% | 0.147% | |
| 4/30/2025 | Trek Financial LLC | 153,090 | $5.07M | 0.4% | -5.7% | 8.057% | |
| 4/23/2025 | Spire Wealth Management | 35,885 | $1.19M | 0.0% | -15.8% | 1.889% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 15,353 | $509K | 0.1% | -8.6% | 0.808% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 17,447 | $578K | 0.0% | -4.1% | 0.918% | |
| 4/11/2025 | KFG Wealth Management LLC | 119,360 | $3.96M | 0.7% | -31.2% | 6.282% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 18,198 | $615K | 0.0% | -15.1% | 0.910% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 26,790 | $905K | 0.3% | N/A | 1.320% | |
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| 3/5/2025 | Castle Rock Wealth Management LLC | 43,251 | $1.50M | 0.4% | -3.6% | 2.131% | |
| 2/17/2025 | Cetera Investment Advisers | 10,580 | $358K | 0.0% | +5.5% | 0.630% | |
| 2/14/2025 | Berger Financial Group Inc | 213,974 | $7.23M | 0.5% | -22.4% | 12.737% | |
| 2/14/2025 | IHT Wealth Management LLC | 11,963 | $404K | 0.0% | -32.9% | 0.712% | |
| 2/13/2025 | SageView Advisory Group LLC | 27,452 | $928K | 0.0% | +60.3% | 1.634% | |
| 2/13/2025 | Trek Financial LLC | 162,316 | $5.49M | 0.4% | -0.7% | 9.662% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 26,177 | $885K | 0.0% | -4.9% | 1.558% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 11,333 | $383K | 0.0% | -8.9% | 0.675% | |
| 2/12/2025 | OLD Mission Capital LLC | 20,582 | $696K | 0.0% | -13.4% | 1.225% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 16,795 | $568K | 0.1% | N/A | 1.000% | |
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