| 8/15/2025 | Brown Financial Advisors | 115,856 | $4.17M | 1.6% | -11.6% | 3.678% | |
| 8/15/2025 | Visionary Wealth Advisors | 13,913 | $501K | 0.0% | -13.1% | 0.442% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 33,234 | $1.20M | 0.0% | -5.3% | 1.055% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 31,424 | $1.13M | 0.0% | +251.4% | 0.998% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,616 | $58K | 0.0% | N/A | 0.051% | |
| 8/13/2025 | Millington Financial Advisors LLC | 55,220 | $2.01M | 1.0% | +30.6% | 1.753% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 4,086 | $147K | 0.0% | +9.9% | 0.130% | |
| 8/12/2025 | Tableaux LLC | 40,000 | $1.44M | 0.1% | N/A | 1.270% | |
| 8/12/2025 | Weaver Consulting Group | 71,117 | $2.56M | 0.7% | -2.0% | 2.258% | |
| 8/8/2025 | Cetera Investment Advisers | 330,758 | $11.90M | 0.0% | -5.2% | 10.500% | |
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| 8/6/2025 | AE Wealth Management LLC | 4,183 | $151K | 0.0% | -17.2% | 0.133% | |
| 8/5/2025 | WorthPointe LLC | 6,739 | $242K | 0.1% | -57.3% | 0.214% | |
| 8/1/2025 | GWN Securities Inc. | 32,156 | $1.16M | 0.2% | +9.5% | 1.021% | |
| 8/1/2025 | Brookwood Investment Group LLC | 42,674 | $1.54M | 0.2% | +12.1% | 1.355% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 9,405 | $338K | 0.0% | +16.4% | 0.299% | |
| 7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 1,195 | $43K | 0.0% | +70.7% | 0.038% | |
| 7/29/2025 | Mattson Financial Services LLC | 123,161 | $4.43M | 1.2% | -7.7% | 3.910% | |
| 7/25/2025 | CWM LLC | 26,729 | $962K | 0.0% | +9.5% | 0.849% | |
| 7/24/2025 | IFP Advisors Inc | 1,188 | $43K | 0.0% | +296.0% | 0.038% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 55,578 | $2.01M | 0.0% | -23.6% | 1.764% | |
| 7/8/2025 | Paladin Wealth LLC | 21,967 | $790K | 0.6% | -31.1% | 0.697% | |
| 7/8/2025 | Gradient Investments LLC | 1,092,508 | $39.31M | 0.7% | -46.6% | 34.683% | |
| 5/22/2025 | Mattson Financial Services LLC | 133,373 | $4.51M | 1.4% | -44.3% | 4.194% | |
| 5/19/2025 | Jane Street Group LLC | 17,963 | $608K | 0.0% | -15.2% | 0.565% | |
| 5/15/2025 | OLD Mission Capital LLC | 10,174 | $344K | 0.0% | N/A | 0.320% | |
| 5/14/2025 | Kestra Advisory Services LLC | 32,555 | $1.10M | 0.0% | -1.0% | 1.024% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 7,265 | $246K | 0.0% | -41.6% | 0.175% | |
| 5/9/2025 | Encompass More Asset Management | 32,412 | $1.10M | 0.3% | +46.1% | 0.781% | |
| 5/6/2025 | Cetera Investment Advisers | 348,827 | $11.80M | 0.0% | -9.7% | 8.405% | |
| 5/6/2025 | Brookwood Investment Group LLC | 38,079 | $1.29M | 0.2% | N/A | 0.918% | |
| 5/6/2025 | AE Wealth Management LLC | 5,054 | $171K | 0.0% | -36.9% | 0.122% | |
| 5/1/2025 | CWM LLC | 24,415 | $826K | 0.0% | +46.7% | 0.588% | |
| 5/1/2025 | Crosspoint Financial LLC | 22,250 | $753K | 2.2% | N/A | 0.536% | |
| 4/28/2025 | Weaver Consulting Group | 72,578 | $2.46M | 0.7% | -2.4% | 1.749% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 72,755 | $2.46M | 0.0% | -12.7% | 1.720% | |
| 4/14/2025 | Millington Financial Advisors LLC | 42,294 | $1.39M | 0.8% | +83.3% | 1.000% | |
| 4/9/2025 | Paladin Wealth LLC | 31,867 | $1.08M | 1.0% | -49.8% | 0.753% | |
| 4/9/2025 | Gradient Investments LLC | 2,046,084 | $69.23M | 1.4% | -35.1% | 48.371% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 83,297 | $2.84M | 0.0% | -1.5% | 1.557% | |
| 3/12/2025 | Centaurus Financial Inc. | 60,877 | $2.08M | 0.1% | -4.7% | 1.142% | |
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| 3/10/2025 | Mattson Financial Services LLC | 239,254 | $8.01M | 2.5% | N/A | 4.489% | |
| 2/18/2025 | Orion Capital Management LLC | 13,075 | $446K | 0.2% | -30.5% | 0.556% | |
| 2/17/2025 | Wolverine Trading LLC | 7,759 | $265K | 0.0% | N/A | 0.330% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 35,079 | $1.20M | 0.0% | -28.2% | 1.493% | |
| 2/14/2025 | Jane Street Group LLC | 21,173 | $723K | 0.0% | N/A | 0.901% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 25,898 | $884K | 0.2% | -1.4% | 1.102% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 7,702 | $263K | 0.0% | N/A | 0.328% | |
| 2/10/2025 | GWN Securities Inc. | 17,468 | $596K | 0.2% | N/A | 0.743% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 23,007 | $786K | 0.0% | -10.4% | 0.979% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 3,505 | $120K | 0.0% | -78.7% | 0.149% | |
| 2/4/2025 | Brown Financial Advisors | 258,754 | $8.83M | 3.5% | +8.5% | 11.011% | |
| 2/4/2025 | Millington Financial Advisors LLC | 23,072 | $798K | 0.5% | +23.1% | 0.982% | |
| 1/29/2025 | Paladin Wealth LLC | 63,486 | $2.17M | 1.9% | +45.9% | 2.702% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 61,235 | $2.10M | 0.1% | -4.4% | 2.606% | |
| 1/21/2025 | Gradient Investments LLC | 3,152,690 | $107.64M | 2.2% | +49.3% | 134.157% | |
| 1/21/2025 | Encompass More Asset Management | 22,178 | $757K | 0.2% | +63.8% | 0.944% | |
| 1/8/2025 | Weaver Consulting Group | 74,377 | $2.54M | 0.8% | -18.4% | 3.165% | |
| 11/19/2024 | Barclays PLC | 4,453 | $149K | 0.0% | N/A | 0.189% | |
| 11/18/2024 | Brown Financial Advisors | 238,476 | $7.98M | 3.3% | N/A | 10.148% | |
| 11/18/2024 | Orion Capital Management LLC | 18,816 | $630K | 0.3% | +4.3% | 0.801% | |
| 11/15/2024 | Barclays PLC | 4,453 | $149K | 0.0% | N/A | 0.189% | |
| 11/15/2024 | Weaver Consulting Group | 91,143 | $3.05M | 1.0% | -4.8% | 3.878% | |
| 11/15/2024 | HighTower Advisors LLC | 117,923 | $3.95M | 0.0% | N/A | 5.018% | |
| 11/14/2024 | Encompass More Asset Management | 13,541 | $453K | 0.2% | N/A | 0.576% | |
| 11/14/2024 | First Commonwealth Financial Corp PA | 26,259 | $879K | 0.2% | +2.3% | 1.117% | |
| 11/13/2024 | WorthPointe LLC | 15,837 | $530K | 0.2% | +131.2% | 0.674% | |
| 11/12/2024 | Centaurus Financial Inc. | 63,864 | $2.14M | 0.1% | +14.7% | 2.718% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 64,045 | $2.15M | 0.1% | +0.9% | 2.725% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 84,552 | $2.83M | 0.0% | -4.1% | 3.598% | |
| 10/23/2024 | Woodard & Co. Asset Management Group Inc. ADV | 900 | $30K | 0.0% | +50.0% | 0.038% | |
| 10/18/2024 | Crosspoint Financial LLC | 22,250 | $745K | 2.6% | N/A | 0.947% | |
| 10/11/2024 | Paladin Wealth LLC | 43,507 | $1.46M | 1.3% | N/A | 1.851% | |
| 10/8/2024 | CWM LLC | 8,131 | $272K | 0.0% | +4,888.3% | 0.346% | |
| 9/23/2024 | Centaurus Financial Inc. | 55,661 | $1.80M | 0.1% | -36.8% | 2.369% | |
| 8/22/2024 | Cetera Investment Advisers | 380,777 | $12.28M | 0.0% | -1.4% | 16.203% | |
| 8/16/2024 | Sunbelt Securities Inc. | 7,927 | $256K | 0.0% | -10.4% | 0.337% | |
| 8/14/2024 | Bank of Montreal Can | 17,400 | $561K | 0.0% | -5.9% | 0.740% | |
| 8/5/2024 | Blue Bell Private Wealth Management LLC | 75,690 | $2.44M | 0.5% | -0.5% | 3.221% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 24,893 | $803K | 0.0% | +2.3% | 1.059% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 63,801 | $2.06M | 0.0% | -31.9% | 2.715% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 88,209 | $2.84M | 0.0% | +12.6% | 3.754% | |
| 5/24/2024 | Cetera Advisors LLC | 170,747 | $5.41M | 0.0% | N/A | 7.266% | |
| 5/24/2024 | Cetera Investment Advisers | 386,076 | $12.24M | 0.0% | +140.6% | 16.429% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 24,327 | $771K | 0.0% | -78.0% | 1.014% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 93,712 | $2.97M | 0.0% | -16.7% | 3.905% | |
| 4/24/2024 | Blue Bell Private Wealth Management LLC | 76,071 | $2.41M | 0.5% | -1.1% | 3.170% | |
| 4/16/2024 | Weaver Consulting Group | 99,060 | $3.14M | 1.2% | -1.0% | 4.128% | |
| 4/16/2024 | Cambridge Advisors Inc. | 12,555 | $398K | 0.1% | -4.6% | 0.523% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 78,334 | $2.48M | 0.0% | -12.9% | 3.264% | |
| 4/15/2024 | Brookstone Capital Management | 9,301 | $295K | 0.0% | +8.1% | 0.388% | |
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| 4/15/2024 | Sunbelt Securities Inc. | 8,852 | $281K | 0.0% | -53.5% | 0.369% | |
| 2/26/2024 | Centaurus Financial Inc. | 91,077 | $2.79M | 0.2% | -0.4% | 3.411% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 211,602 | $6.48M | 0.0% | -2.4% | 7.925% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 13,185 | $404K | 0.0% | +16.7% | 0.494% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 112,442 | $3.44M | 0.0% | -16.3% | 4.211% | |
| 2/7/2024 | Arlington Capital Management Inc. | 22,719 | $696K | 0.6% | N/A | 0.851% | |
| 2/6/2024 | Orion Capital Management LLC | 18,398 | $563K | 0.3% | +21.8% | 0.689% | |
| 2/1/2024 | Millington Financial Advisors LLC | 34,140 | $1.05M | 0.8% | +19.6% | 1.279% | |
| 1/25/2024 | Blue Bell Private Wealth Management LLC | 76,929 | $2.36M | 0.6% | -1.4% | 2.881% | |
| 1/24/2024 | Arkadios Wealth Advisors | 7,762 | $238K | 0.0% | N/A | 0.291% | |
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