| 5/19/2026 | Sonoma Allocations LLC | 30,804 | $1.21M | 0.4% | N/A | 0.445% | |
| 5/19/2026 | Centaurus Financial Inc. | 14,075 | $551K | 0.0% | -13.3% | 0.203% | |
| 5/14/2026 | Crosspoint Financial LLC | 336,908 | $13.19M | 33.1% | -1.9% | 4.862% | |
| 5/14/2026 | Lido Advisors LLC | 1,048,212 | $41.03M | 0.1% | -1.0% | 15.126% | |
| 5/13/2026 | Cetera Investment Advisers | 313,123 | $12.26M | 0.0% | -4.1% | 4.518% | |
| 4/30/2026 | Kestra Advisory Services LLC | 25,015 | $979K | 0.0% | -3.8% | 0.361% | |
| 4/22/2026 | Welch Financial Planning LLC | 21,137 | $827K | 0.6% | -12.6% | 0.305% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 8,728 | $342K | 0.1% | -27.9% | 0.126% | |
| 2/20/2026 | Sunbelt Securities Inc. | 4,596 | $178K | 0.0% | -12.4% | 0.066% | |
| 2/18/2026 | First Commonwealth Financial Corp PA | 280,679 | $10.85M | 1.8% | -4.0% | 4.050% | |
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| 2/18/2026 | OLD Mission Capital LLC | 31,461 | $1.22M | 0.0% | +10.8% | 0.454% | |
| 2/17/2026 | Cetera Investment Advisers | 326,422 | $12.62M | 0.0% | -0.5% | 4.710% | |
| 2/17/2026 | Osaic Holdings Inc. | 132,404 | $5.12M | 0.0% | +1.9% | 1.911% | |
| 2/16/2026 | Barclays PLC | 1,221 | $47K | 0.0% | +2,203.8% | 0.018% | |
| 2/13/2026 | Safe Harbor Wealth Advisors LLC | 5,285 | $205K | 0.2% | N/A | 0.076% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 41,438 | $1.60M | 0.0% | +15.2% | 0.598% | |
| 2/10/2026 | Lido Advisors LLC | 1,059,239 | $40.96M | 0.1% | N/A | 15.285% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 11,307 | $437K | 0.0% | +59.9% | 0.163% | |
| 2/9/2026 | Millington Financial Advisors LLC | 93,507 | $3.63M | 1.6% | -13.9% | 1.349% | |
| 2/6/2026 | HighTower Advisors LLC | 28,180 | $1.09M | 0.0% | +41.9% | 0.407% | |
| 2/5/2026 | IMG Wealth Management Inc. | 1,352 | $52K | 0.0% | -67.3% | 0.020% | |
| 2/5/2026 | Blue Water Asset Management | 9,247 | $358K | 0.1% | N/A | 0.133% | |
| 2/5/2026 | Allworth Financial LP | 131,751 | $5.10M | 0.0% | -7.8% | 1.901% | |
| 2/5/2026 | Crosspoint Financial LLC | 343,463 | $13.28M | 31.3% | -0.3% | 4.956% | |
| 2/3/2026 | Orion Capital Management LLC | 38,401 | $1.49M | 0.5% | -0.9% | 0.554% | |
| 2/3/2026 | Encompass More Asset Management | 34,224 | $1.32M | 0.2% | -5.2% | 0.494% | |
| 2/2/2026 | Welch Financial Planning LLC | 24,189 | $935K | 0.7% | N/A | 0.349% | |
| 1/28/2026 | Global Trust Wealth Management LLC | 5,800 | $224K | 0.2% | N/A | 0.084% | |
| 1/27/2026 | Vestia Personal Wealth Advisors | 20,011 | $775K | 0.4% | -9.9% | 0.289% | |
| 1/26/2026 | CWM LLC | 28,702 | $1.11M | 0.0% | +7.8% | 0.414% | |
| 1/22/2026 | Triad Wealth Partners LLC | 13,668 | $529K | 0.1% | +61.1% | 0.197% | |
| 1/8/2026 | Gradient Investments LLC | 6,045 | $234K | 0.0% | -57.1% | 0.087% | |
| 1/7/2026 | Fragasso Financial Advisors Inc | 40,132 | $1.55M | 0.1% | -5.0% | 0.579% | |
| 1/1/2026 | JPMorgan Chase & Co. | 3,951 | $150K | 0.0% | N/A | 0.057% | |
| 12/3/2025 | Crosspoint Financial LLC | 344,337 | $13.04M | 32.0% | -3.2% | 4.969% | |
| 12/2/2025 | Allworth Financial LP | 142,902 | $5.41M | 0.0% | -90.8% | 2.062% | |
| 11/20/2025 | Centaurus Financial Inc. | 14,382 | $545K | 0.0% | -3.8% | 0.208% | |
| 11/19/2025 | First Commonwealth Financial Corp PA | 292,283 | $11.07M | 1.9% | -0.4% | 4.218% | |
| 11/19/2025 | Sunbelt Securities Inc. | 5,246 | $199K | 0.0% | -19.3% | 0.076% | |
| 11/17/2025 | Susquehanna International Group LLP | 29,270 | $1.11M | 0.0% | +169.7% | 0.422% | |
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| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 2,454 | $93K | 0.0% | N/A | 0.035% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 35,973 | $1.36M | 0.0% | +18.0% | 0.519% | |
| 11/7/2025 | JPMorgan Chase & Co. | 3,951 | $150K | 0.0% | N/A | 0.057% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 27,154 | $1.03M | 0.0% | +4.8% | 0.392% | |
| 11/3/2025 | Foundations Investment Advisors LLC | 7,070 | $268K | 0.0% | N/A | 0.102% | |
| 10/30/2025 | Millington Financial Advisors LLC | 108,644 | $4.11M | 2.0% | -11.6% | 1.568% | |
| 10/30/2025 | Triad Wealth Partners LLC | 8,482 | $321K | 0.0% | N/A | 0.122% | |
| 10/22/2025 | Stuart Chaussee & Associates Inc. | 1,420,593 | $53.79M | 11.7% | -0.2% | 20.499% | |
| 10/21/2025 | Brookwood Investment Group LLC | 43,397 | $1.64M | 0.2% | +2.0% | 0.626% | |
| 10/17/2025 | WorthPointe LLC | 26,420 | $1M | 0.4% | -1.5% | 0.381% | |
| 10/17/2025 | Encompass More Asset Management | 36,089 | $1.37M | 0.3% | -6.4% | 0.521% | |
| 10/15/2025 | CWM LLC | 26,617 | $1.01M | 0.0% | +1.3% | 0.384% | |
| 10/15/2025 | Vestia Personal Wealth Advisors | 22,210 | $841K | 0.5% | -8.8% | 0.320% | |
| 10/6/2025 | Fragasso Financial Advisors Inc | 42,230 | $1.60M | 0.1% | -2.3% | 0.609% | |
| 10/6/2025 | Gradient Investments LLC | 14,106 | $534K | 0.0% | -98.9% | 0.204% | |
| 9/4/2025 | Osaic Holdings Inc. | 121,755 | $4.47M | 0.0% | +42.7% | 1.757% | |
| 8/29/2025 | Centaurus Financial Inc. | 14,949 | $549K | 0.0% | -30.7% | 0.216% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 30,492 | $1.12M | 0.0% | +254.9% | 0.440% | |
| 8/15/2025 | Brown Financial Advisors | 14,528 | $534K | 0.2% | N/A | 0.210% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 30,492 | $1.12M | 0.0% | +254.9% | 0.440% | |
| 8/13/2025 | Fisher Asset Management LLC | 12,439 | $457K | 0.0% | N/A | 0.179% | |
| 8/13/2025 | Millington Financial Advisors LLC | 122,961 | $4.55M | 2.3% | -33.6% | 1.774% | |
| 8/13/2025 | Crosspoint Financial LLC | 355,873 | $13.08M | 35.0% | -0.6% | 5.135% | |
| 8/8/2025 | Cetera Investment Advisers | 370,792 | $13.62M | 0.0% | -4.6% | 5.351% | |
| 8/7/2025 | Allworth Financial LP | 1,548,569 | $56.89M | 0.3% | +7.7% | 22.346% | |
| 8/5/2025 | WorthPointe LLC | 26,816 | $985K | 0.4% | -24.5% | 0.387% | |
| 8/1/2025 | Stuart Chaussee & Associates Inc. | 1,424,118 | $52.32M | 11.8% | N/A | 20.550% | |
| 8/1/2025 | Brookwood Investment Group LLC | 42,548 | $1.56M | 0.3% | +19.4% | 0.614% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 25,914 | $952K | 0.0% | +19.1% | 0.374% | |
| 7/31/2025 | Orion Capital Management LLC | 38,768 | $1.42M | 0.5% | -5.9% | 0.559% | |
| 7/30/2025 | IMG Wealth Management Inc. | 4,133 | $152K | 0.1% | -56.6% | 0.060% | |
| 7/29/2025 | Mattson Financial Services LLC | 12,186 | $448K | 0.1% | N/A | 0.176% | |
| 7/25/2025 | CWM LLC | 26,284 | $966K | 0.0% | +7.3% | 0.379% | |
| 7/24/2025 | IFP Advisors Inc | 13,361 | $491K | 0.0% | +434.4% | 0.193% | |
| 7/22/2025 | Berkshire Money Management Inc. | 964 | $35K | 0.0% | N/A | 0.014% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 43,230 | $1.59M | 0.1% | -1.5% | 0.624% | |
| 7/8/2025 | Paladin Wealth LLC | 11,900 | $437K | 0.3% | N/A | 0.172% | |
| 7/8/2025 | Gradient Investments LLC | 1,249,798 | $45.92M | 0.8% | N/A | 18.035% | |
| 5/14/2025 | CreativeOne Wealth LLC | 9,253 | $323K | 0.0% | -12.8% | 0.135% | |
| 5/14/2025 | Orion Capital Management LLC | 41,194 | $1.44M | 0.6% | +4.9% | 0.603% | |
| 5/14/2025 | JT Stratford LLC | 6,622 | $231K | 0.0% | -4.1% | 0.097% | |
| 5/13/2025 | HighTower Advisors LLC | 14,429 | $504K | 0.0% | -10.0% | 0.211% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 5,814 | $203K | 0.0% | N/A | 0.085% | |
| 5/9/2025 | Encompass More Asset Management | 32,494 | $1.13M | 0.3% | +46.2% | 0.472% | |
| 5/9/2025 | Blair William & Co. IL | 6,757 | $236K | 0.0% | -21.3% | 0.098% | |
| 5/6/2025 | Cetera Investment Advisers | 388,504 | $13.56M | 0.0% | -8.4% | 5.647% | |
| 5/6/2025 | Brookwood Investment Group LLC | 35,647 | $1.24M | 0.2% | N/A | 0.518% | |
| 5/6/2025 | AE Wealth Management LLC | 1,052 | $37K | 0.0% | -73.8% | 0.015% | |
| 5/6/2025 | WorthPointe LLC | 35,513 | $1.24M | 0.6% | -9.6% | 0.516% | |
| 5/5/2025 | IFP Advisors Inc | 2,500 | $87K | 0.0% | -87.9% | 0.036% | |
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| 5/1/2025 | CWM LLC | 24,500 | $855K | 0.0% | +46.1% | 0.356% | |
| 5/1/2025 | Crosspoint Financial LLC | 358,019 | $12.50M | 36.2% | N/A | 5.204% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 24,409 | $852K | 0.6% | -11.8% | 0.355% | |
| 4/30/2025 | Allworth Financial LP | 1,437,374 | $49.59M | 0.3% | N/A | 20.892% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 2,203 | $77K | 0.0% | N/A | 0.032% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 21,754 | $759K | 0.0% | +14.3% | 0.316% | |
| 4/24/2025 | Sunbelt Securities Inc. | 5,180 | $181K | 0.0% | -20.3% | 0.075% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 5,832 | $204K | 0.0% | N/A | 0.085% | |
| 4/22/2025 | Bright Futures Wealth Management LLC. | 10,816 | $357K | 0.4% | -10.1% | 0.157% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 10,924 | $381K | 0.2% | -12.0% | 0.423% | |