| 5/19/2026 | Arkadios Wealth Advisors | 13,304 | $492K | 0.0% | N/A | 1.177% | |
| 5/13/2026 | Cetera Investment Advisers | 109,322 | $4.04M | 0.0% | +0.6% | 9.675% | |
| 5/4/2026 | Vantage Point Financial LLC | 7,967 | $295K | 0.1% | N/A | 0.705% | |
| 4/22/2026 | Welch Financial Planning LLC | 84,999 | $3.15M | 2.3% | +2.8% | 7.522% | |
| 4/17/2026 | Brookstone Capital Management | 44,891 | $1.66M | 0.0% | +11.0% | 3.973% | |
| 4/16/2026 | Triad Wealth Partners LLC | 38,750 | $1.43M | 0.1% | +39.9% | 3.429% | |
| 2/18/2026 | Maia Wealth LLC | 8,570 | $333K | 0.1% | -12.6% | 0.758% | |
| 2/17/2026 | Cetera Investment Advisers | 108,669 | $4.30M | 0.0% | +4.7% | 9.617% | |
| 2/17/2026 | Osaic Holdings Inc. | 14,645 | $579K | 0.0% | +60.4% | 1.296% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,631 | $104K | 0.0% | N/A | 0.233% | |
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| 2/12/2026 | Orion Porfolio Solutions LLC | 85,326 | $3.37M | 0.0% | +13.6% | 7.551% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 86,549 | $3.42M | 0.0% | +5.1% | 7.659% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 8,600 | $340K | 0.0% | -8.1% | 0.761% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 17,575 | $695K | 0.0% | -75.4% | 1.555% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 20,257 | $801K | 0.0% | +74.0% | 1.793% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 25,393 | $1.00M | 0.0% | +29.7% | 2.247% | |
| 2/4/2026 | Ballast Rock Private Wealth LLC | 6,254 | $247K | 0.2% | N/A | 0.553% | |
| 2/3/2026 | Encompass More Asset Management | 67,272 | $2.66M | 0.5% | -5.2% | 5.953% | |
| 2/2/2026 | Welch Financial Planning LLC | 82,692 | $3.27M | 2.4% | N/A | 7.318% | |
| 1/29/2026 | Ashton Thomas Private Wealth LLC | 7,906 | $313K | 0.0% | -3.5% | 0.700% | |
| 1/26/2026 | CWM LLC | 57,331 | $2.27M | 0.0% | +4.2% | 5.074% | |
| 1/23/2026 | Farther Finance Advisors LLC | 5,682 | $225K | 0.0% | +29.1% | 0.503% | |
| 1/22/2026 | Triad Wealth Partners LLC | 27,700 | $1.10M | 0.1% | +57.7% | 2.451% | |
| 1/15/2026 | Brookstone Capital Management | 40,445 | $1.60M | 0.0% | +31.7% | 3.579% | |
| 11/20/2025 | Centaurus Financial Inc. | 8,642 | $327K | 0.0% | +26.9% | 0.765% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 1,197 | $45K | 0.0% | N/A | 0.106% | |
| 11/14/2025 | Maia Wealth LLC | 9,811 | $383K | 0.1% | -8.4% | 0.868% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 75,127 | $2.84M | 0.0% | +15.0% | 6.648% | |
| 11/12/2025 | Kingsview Wealth Management LLC | 19,575 | $740K | 0.0% | N/A | 1.732% | |
| 11/7/2025 | HighTower Advisors LLC | 155,026 | $5.86M | 0.0% | -1.4% | 13.719% | |
| 11/6/2025 | Atria Investments Inc | 49,436 | $1.87M | 0.0% | N/A | 4.375% | |
| 11/4/2025 | Ashton Thomas Private Wealth LLC | 8,194 | $310K | 0.0% | +4.3% | 0.725% | |
| 11/3/2025 | Foundations Investment Advisors LLC | 11,645 | $440K | 0.0% | N/A | 1.031% | |
| 11/3/2025 | AE Wealth Management LLC | 1,613 | $61K | 0.0% | -33.8% | 0.143% | |
| 10/30/2025 | Triad Wealth Partners LLC | 17,566 | $664K | 0.1% | +98.9% | 1.555% | |
| 10/27/2025 | GWN Securities Inc. | 12,833 | $486K | 0.1% | +19.5% | 1.136% | |
| 10/27/2025 | Financial Network Wealth Advisors LLC | 1,726 | $65K | 0.1% | +28.5% | 0.153% | |
| 10/17/2025 | Encompass More Asset Management | 70,951 | $2.68M | 0.5% | -6.5% | 6.279% | |
| 10/15/2025 | Brookstone Capital Management | 30,709 | $1.16M | 0.0% | +23.3% | 2.718% | |
| 10/14/2025 | Farther Finance Advisors LLC | 4,400 | $166K | 0.0% | N/A | 0.389% | |
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| 9/4/2025 | Osaic Holdings Inc. | 8,486 | $296K | 0.0% | -71.9% | 0.751% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 65,323 | $2.28M | 0.0% | +252.5% | 5.781% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 65,323 | $2.28M | 0.0% | +252.5% | 5.781% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 9,986 | $349K | 0.0% | -4.8% | 0.884% | |
| 8/6/2025 | AE Wealth Management LLC | 2,436 | $85K | 0.0% | +15.1% | 0.216% | |
| 8/1/2025 | GWN Securities Inc. | 10,738 | $375K | 0.1% | -3.5% | 0.950% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 7,857 | $274K | 0.0% | +7.9% | 0.695% | |
| 7/30/2025 | Brookstone Capital Management | 24,898 | $869K | 0.0% | +16.2% | 2.203% | |
| 7/25/2025 | CWM LLC | 54,992 | $1.92M | 0.0% | +10.6% | 4.867% | |
| 7/21/2025 | Triad Wealth Partners LLC | 8,830 | $308K | 0.1% | N/A | 0.781% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 7,284 | $232K | 0.0% | N/A | 0.674% | |
| 5/14/2025 | Andina Capital Management LLC | 26,762 | $852K | 0.6% | -35.4% | 2.478% | |
| 5/13/2025 | HighTower Advisors LLC | 188,132 | $5.99M | 0.0% | +90.3% | 17.420% | |
| 5/9/2025 | Encompass More Asset Management | 64,281 | $2.05M | 0.6% | +25.1% | 5.952% | |
| 5/6/2025 | Cetera Investment Advisers | 93,070 | $2.96M | 0.0% | +20.1% | 8.618% | |
| 5/6/2025 | AE Wealth Management LLC | 2,117 | $67K | 0.0% | -76.6% | 0.196% | |
| 5/1/2025 | CWM LLC | 49,740 | $1.58M | 0.0% | +44.9% | 4.606% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 3,264 | $113K | 0.0% | N/A | 0.277% | |
| 2/17/2025 | Cetera Investment Advisers | 77,493 | $2.69M | 0.0% | +70.2% | 7.175% | |
| 2/14/2025 | Jane Street Group LLC | 6,490 | $226K | 0.0% | -80.4% | 0.601% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 54,576 | $1.90M | 0.0% | +5.2% | 5.053% | |
| 2/7/2025 | HighTower Advisors LLC | 98,876 | $3.44M | 0.0% | +29.0% | 9.155% | |
| 2/7/2025 | Sollinda Capital Management LLC | 11,000 | $382K | 0.1% | N/A | 1.019% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 11,485 | $399K | 0.0% | -8.1% | 1.063% | |
| 1/29/2025 | Authentikos Wealth Advisory LLC | 72,256 | $2.51M | 2.5% | -2.4% | 6.690% | |
| 1/21/2025 | Andina Capital Management LLC | 41,440 | $1.44M | 1.2% | -32.3% | 3.837% | |
| 1/21/2025 | Encompass More Asset Management | 51,401 | $1.79M | 0.6% | +63.8% | 4.759% | |
| 1/13/2025 | Brookstone Capital Management | 30,603 | $1.06M | 0.0% | -1.1% | 2.834% | |
| 11/15/2024 | Jane Street Group LLC | 33,145 | $1.06M | 0.0% | N/A | 3.069% | |
| 11/15/2024 | Wolverine Trading LLC | 44,360 | $1.41M | 0.0% | +53.0% | 4.107% | |
| 11/15/2024 | HighTower Advisors LLC | 76,664 | $2.45M | 0.0% | N/A | 7.099% | |
| 11/14/2024 | Encompass More Asset Management | 31,377 | $1.00M | 0.4% | N/A | 2.905% | |
| 10/30/2024 | Maia Wealth LLC | 10,976 | $355K | 0.1% | -7.7% | 1.016% | |
| 10/25/2024 | Andina Capital Management LLC | 61,222 | $1.96M | 1.5% | -8.6% | 5.669% | |
| 10/23/2024 | Global Trust Asset Management LLC | 1,500 | $48K | 0.0% | N/A | 0.139% | |
| 10/8/2024 | CWM LLC | 17,762 | $568K | 0.0% | +5,078.4% | 1.645% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 48,109 | $1.48M | 0.0% | +5.8% | 4.455% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 195,367 | $6.03M | 0.0% | -2.0% | 18.090% | |
| 7/18/2024 | Brookstone Capital Management | 30,792 | $956K | 0.0% | +29.4% | 2.851% | |
| 7/16/2024 | Andina Capital Management LLC | 66,961 | $2.07M | 1.6% | N/A | 6.200% | |
| 7/16/2024 | Maia Wealth LLC | 11,886 | $376K | 0.1% | N/A | 1.101% | |
| 5/24/2024 | Cetera Advisors LLC | 45,433 | $1.29M | 0.0% | N/A | 4.207% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 45,454 | $1.29M | 0.0% | -73.8% | 4.022% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 199,373 | $5.66M | 0.0% | +1.6% | 17.644% | |
| 4/24/2024 | Capasso Planning Partners LLC | 50,324 | $1.43M | 0.6% | +8.3% | 4.453% | |
| 4/15/2024 | Brookstone Capital Management | 23,788 | $676K | 0.0% | +24.5% | 2.105% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 24,881 | $658K | 0.0% | -4.3% | 2.619% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 196,171 | $5.19M | 0.0% | +11.6% | 20.650% | |
| 1/26/2024 | Capasso Planning Partners LLC | 46,488 | $1.23M | 0.6% | N/A | 4.893% | |
| 1/11/2024 | Brookstone Capital Management | 19,112 | $505K | 0.0% | +34.1% | 2.012% | |
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| 11/6/2023 | Authentikos Wealth Advisory LLC | 124,785 | $3.02M | 2.9% | -7.8% | 13.135% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 175,728 | $4.26M | 0.0% | +12.2% | 18.498% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 166,475 | $4.03M | 0.0% | +1,333.8% | 17.524% | |
| 10/11/2023 | AE Wealth Management LLC | 128,553 | $3.11M | 0.0% | -5.1% | 13.532% | |
| 8/10/2023 | Cetera Investment Advisers | 32,156 | $806K | 0.0% | N/A | 3.385% | |
| 7/31/2023 | WealthPLAN Partners LLC | 12,189 | $305K | 0.0% | -20.7% | 2.593% | |
| 7/20/2023 | Authentikos Wealth Advisory LLC | 135,326 | $3.39M | 3.2% | -4.8% | 28.793% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 156,642 | $3.93M | 0.0% | N/A | 33.328% | |
| 7/10/2023 | AE Wealth Management LLC | 135,400 | $3.39M | 0.0% | -4.0% | 28.809% | |
| 4/14/2023 | AE Wealth Management LLC | 141,083 | $3.22M | 0.0% | -3.2% | 25.651% | |