| 5/1/2025 | CWM LLC | 58,078 | $2.02M | 0.0% | +84.7% | 3.872% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 41,804 | $1.45M | 1.1% | +3.3% | 2.787% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 86,645 | $3.01M | 2.5% | +32.3% | 5.251% | |
| 4/15/2025 | Yarger Wealth Strategies LLC | 15,974 | $555K | 0.3% | +5.3% | 0.968% | |
| 4/11/2025 | Pitti Group Wealth Management LLC | 15,874 | $552K | 0.6% | N/A | 0.962% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 1,981 | $72K | 0.0% | N/A | 0.124% | |
| 2/17/2025 | Cetera Investment Advisers | 43,659 | $1.59M | 0.0% | +1.2% | 2.854% | |
| 2/14/2025 | Jane Street Group LLC | 24,912 | $908K | 0.0% | N/A | 1.628% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 28,982 | $1.06M | 0.2% | +26.9% | 1.894% | |
| 2/13/2025 | Barclays PLC | 4,995 | $182K | 0.0% | +18.4% | 0.326% | |
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| 2/11/2025 | Sfmg LLC | 51,074 | $1.86M | 0.1% | -0.7% | 3.338% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 32,664 | $1.19M | 0.0% | +2.9% | 2.135% | |
| 2/7/2025 | HighTower Advisors LLC | 18,188 | $663K | 0.0% | N/A | 1.189% | |
| 2/7/2025 | Sollinda Capital Management LLC | 9,375 | $342K | 0.1% | N/A | 0.613% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 7,273 | $265K | 0.0% | -19.4% | 0.475% | |
| 2/5/2025 | SRS Capital Advisors Inc. | 45,748 | $1.67M | 0.1% | -2.7% | 2.990% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 33,607 | $1.23M | 0.0% | +7.5% | 2.197% | |
| 1/29/2025 | Authentikos Wealth Advisory LLC | 65,468 | $2.39M | 2.4% | -1.7% | 4.279% | |
| 1/27/2025 | Vestia Personal Wealth Advisors | 40,484 | $1.48M | 1.1% | -10.8% | 2.646% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 9,132 | $335K | 0.0% | -7.3% | 0.597% | |
| 1/21/2025 | Andina Capital Management LLC | 150,098 | $5.47M | 4.5% | +7.5% | 9.810% | |
| 1/21/2025 | Encompass More Asset Management | 45,913 | $1.67M | 0.6% | +63.8% | 3.001% | |
| 1/15/2025 | Merit Financial Group LLC | 5,621 | $205K | 0.0% | N/A | 0.367% | |
| 1/15/2025 | Yarger Wealth Strategies LLC | 15,163 | $553K | 0.3% | +65.1% | 0.991% | |
| 12/26/2024 | JPMorgan Chase & Co. | 10,590 | $371K | 0.0% | N/A | 0.692% | |
| 12/2/2024 | Capasso Planning Partners LLC | 27,715 | $972K | 0.3% | -42.3% | 1.811% | |
| 11/25/2024 | Sfmg LLC | 51,437 | $1.80M | 0.1% | -1.0% | 3.362% | |
| 11/19/2024 | Barclays PLC | 4,220 | $148K | 0.0% | N/A | 0.276% | |
| 11/15/2024 | Barclays PLC | 4,220 | $148K | 0.0% | N/A | 0.276% | |
| 11/14/2024 | Encompass More Asset Management | 28,023 | $983K | 0.4% | N/A | 1.832% | |
| 11/14/2024 | First Commonwealth Financial Corp PA | 22,837 | $801K | 0.2% | +66.4% | 1.493% | |
| 11/13/2024 | Townsquare Capital LLC | 10,220 | $358K | 0.0% | -30.0% | 0.668% | |
| 11/5/2024 | Vestia Personal Wealth Advisors | 45,376 | $1.59M | 1.3% | -11.7% | 2.966% | |
| 10/30/2024 | Maia Wealth LLC | 7,834 | $278K | 0.1% | -11.6% | 0.512% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 9,854 | $349K | 0.0% | -24.1% | 0.644% | |
| 10/25/2024 | Andina Capital Management LLC | 139,585 | $4.90M | 3.7% | -4.3% | 9.123% | |
| 10/8/2024 | CWM LLC | 15,760 | $553K | 0.0% | +4,871.6% | 1.030% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 36,417 | $1.28M | 0.1% | N/A | 2.380% | |
| 10/8/2024 | Brookstone Capital Management | 30,931 | $1.09M | 0.0% | -1.0% | 2.022% | |
| 9/23/2024 | Centaurus Financial Inc. | 3,216 | $107K | 0.0% | N/A | 0.210% | |
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| 8/22/2024 | Cetera Investment Advisers | 73,536 | $2.44M | 0.0% | +0.6% | 4.806% | |
| 8/14/2024 | Sfmg LLC | 51,952 | $1.73M | 0.2% | +5.7% | 3.396% | |
| 8/10/2024 | Yarger Wealth Strategies LLC | 6,831 | $227K | 0.1% | N/A | 0.446% | |
| 8/6/2024 | SRS Capital Advisors Inc. | 47,270 | $1.57M | 0.2% | -1.8% | 3.090% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 40,778 | $1.35M | 0.0% | -46.0% | 2.665% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 178,832 | $5.94M | 0.0% | +1.1% | 11.688% | |
| 7/18/2024 | Brookstone Capital Management | 31,253 | $1.06M | 0.0% | +46.2% | 2.043% | |
| 7/16/2024 | Andina Capital Management LLC | 145,866 | $4.84M | 3.6% | N/A | 9.534% | |
| 7/16/2024 | Maia Wealth LLC | 8,867 | $301K | 0.1% | N/A | 0.580% | |
| 5/24/2024 | Cetera Advisors LLC | 72,413 | $2.26M | 0.0% | N/A | 4.733% | |
| 5/24/2024 | Cetera Investment Advisers | 73,108 | $2.29M | 0.0% | +100.8% | 4.778% | |
| 5/20/2024 | Bullseye Investment Management LLC | 305,142 | $9.54M | 5.6% | -6.0% | 19.944% | |
| 5/14/2024 | First Commonwealth Financial Corp PA | 10,207 | $319K | 0.1% | N/A | 0.667% | |
| 5/7/2024 | Sfmg LLC | 49,154 | $1.54M | 0.1% | -6.9% | 3.213% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 75,460 | $2.36M | 0.0% | +9.9% | 4.079% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 176,905 | $5.53M | 0.0% | +2.0% | 9.562% | |
| 4/24/2024 | Capasso Planning Partners LLC | 48,997 | $1.53M | 0.6% | +8.3% | 2.648% | |
| 4/15/2024 | Brookstone Capital Management | 21,372 | $668K | 0.0% | +21.2% | 1.155% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 13,300 | $394K | 0.0% | -37.3% | 0.842% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 173,461 | $5.13M | 0.0% | +12.0% | 10.979% | |
| 2/6/2024 | SRS Capital Advisors Inc. | 48,231 | $1.43M | 0.2% | +4.9% | 3.053% | |
| 1/30/2024 | Sfmg LLC | 52,789 | $1.56M | 0.1% | N/A | 3.341% | |
| 1/26/2024 | Capasso Planning Partners LLC | 45,259 | $1.34M | 0.6% | N/A | 2.864% | |
| 1/11/2024 | Brookstone Capital Management | 17,629 | $522K | 0.0% | +37.5% | 1.116% | |
| 11/15/2023 | SRS Capital Advisors Inc. | 45,966 | $1.27M | 0.2% | +299.9% | 2.909% | |
| 11/6/2023 | Authentikos Wealth Advisory LLC | 114,690 | $3.17M | 3.1% | -8.4% | 7.259% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 154,816 | $4.27M | 0.0% | +16.6% | 9.798% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 67,312 | $1.86M | 0.0% | N/A | 4.260% | |
| 10/11/2023 | AE Wealth Management LLC | 118,068 | $3.26M | 0.0% | -5.7% | 7.473% | |
| 8/10/2023 | Cetera Investment Advisers | 178,148 | $5.11M | 0.0% | +371.7% | 11.275% | |
| 8/8/2023 | Chicago Partners Investment Group LLC | 14,929 | $433K | 0.0% | -26.8% | 0.945% | |
| 7/31/2023 | WealthPLAN Partners LLC | 33,712 | $967K | 0.1% | +75.7% | 4.495% | |
| 7/20/2023 | Authentikos Wealth Advisory LLC | 125,186 | $3.59M | 3.4% | -6.1% | 16.691% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 132,760 | $3.81M | 0.0% | N/A | 17.701% | |
| 7/10/2023 | AE Wealth Management LLC | 125,257 | $3.59M | 0.0% | -4.7% | 16.701% | |
| 4/26/2023 | Chicago Partners Investment Group LLC | 20,402 | $550K | 0.0% | +11.2% | 2.720% | |
| 4/14/2023 | AE Wealth Management LLC | 131,370 | $3.49M | 0.0% | -3.8% | 23.047% | |
| 4/4/2023 | Authentikos Wealth Advisory LLC | 133,352 | $3.21M | 3.2% | N/A | 23.395% | |
| 3/6/2023 | OLD Mission Capital LLC | 4,537 | $109K | 0.0% | -77.5% | 0.000% | |
| 1/31/2023 | AE Wealth Management LLC | 136,607 | $3.29M | 0.0% | +1.0% | 0.000% | |
| 1/11/2023 | Arkadios Wealth Advisors | 18,141 | $436K | 0.1% | -36.7% | 0.000% | |
