| 5/19/2026 | Arkadios Wealth Advisors | 44,852 | $1.62M | 0.0% | -2.5% | 3.588% | |
| 5/13/2026 | Cetera Investment Advisers | 38,999 | $1.41M | 0.0% | +66.0% | 3.120% | |
| 5/2/2026 | Arlington Capital Management Inc. | 7,773 | $281K | 0.2% | +6.8% | 0.622% | |
| 4/30/2026 | Kestra Advisory Services LLC | 27,679 | $1M | 0.0% | -3.3% | 2.214% | |
| 4/28/2026 | LVZ Inc. | 9,653 | $349K | 0.0% | N/A | 0.772% | |
| 4/21/2026 | Sequent Planning LLC | 38,066 | $1.38M | 0.3% | +273.6% | 3.045% | |
| 2/18/2026 | OLD Mission Capital LLC | 20,940 | $771K | 0.0% | +3.3% | 2.137% | |
| 2/17/2026 | Cetera Investment Advisers | 23,498 | $866K | 0.0% | -80.0% | 2.398% | |
| 2/17/2026 | Osaic Holdings Inc. | 35,959 | $1.32M | 0.0% | -26.6% | 3.669% | |
| 2/16/2026 | MML Investors Services LLC | 6,140 | $226K | 0.0% | -35.4% | 0.627% | |
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| 2/16/2026 | Mariner LLC | 7,438 | $274K | 0.0% | -40.3% | 0.759% | |
| 2/16/2026 | Barclays PLC | 2,588 | $95K | 0.0% | -54.7% | 0.264% | |
| 2/13/2026 | CreativeOne Wealth LLC | 7,143 | $263K | 0.0% | -68.0% | 0.729% | |
| 2/13/2026 | Kestra Advisory Services LLC | 28,615 | $1.05M | 0.0% | -10.7% | 2.920% | |
| 2/13/2026 | Arkadios Wealth Advisors | 45,979 | $1.69M | 0.0% | -1.4% | 4.692% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 15,028 | $554K | 0.0% | -9.4% | 1.533% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 28,039 | $1.03M | 0.0% | -13.4% | 2.861% | |
| 2/11/2026 | LPL Financial LLC | 9,327 | $344K | 0.0% | -4.7% | 0.952% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 6,805 | $251K | 0.0% | -7.9% | 0.694% | |
| 2/9/2026 | Harbour Investments Inc. | 64,292 | $2.37M | 0.0% | -12.7% | 6.560% | |
| 1/29/2026 | Ashton Thomas Private Wealth LLC | 18,565 | $684K | 0.0% | -7.3% | 1.857% | |
| 1/29/2026 | IMC Chicago LLC | 22,319 | $822K | 0.0% | N/A | 2.232% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 1,589 | $59K | 0.0% | +35.8% | 0.151% | |
| 1/21/2026 | Kraematon Investment Advisors Inc. | 58,335 | $2.15M | 1.7% | -14.6% | 5.556% | |
| 1/6/2026 | Arlington Capital Management Inc. | 7,276 | $268K | 0.2% | N/A | 0.693% | |
| 11/18/2025 | Advisory Services Network LLC | 1,561 | $56K | 0.0% | N/A | 0.090% | |
| 11/17/2025 | Susquehanna International Group LLP | 17,262 | $622K | 0.0% | +60.8% | 0.998% | |
| 11/17/2025 | Citadel Advisors LLC | 22,751 | $820K | 0.0% | N/A | 1.315% | |
| 11/13/2025 | CreativeOne Wealth LLC | 22,339 | $805K | 0.0% | N/A | 1.291% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 16,594 | $598K | 0.0% | +13.5% | 0.959% | |
| 11/7/2025 | Kraematon Investment Advisors Inc. | 68,270 | $2.46M | 2.1% | -5.9% | 3.946% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 147,798 | $5.33M | 0.0% | N/A | 8.543% | |
| 11/4/2025 | Ashton Thomas Private Wealth LLC | 20,034 | $722K | 0.0% | +12.5% | 1.158% | |
| 10/29/2025 | Americana Partners LLC | 175,742 | $6.33M | 0.2% | -0.9% | 10.158% | |
| 10/29/2025 | Arkadios Wealth Advisors | 46,618 | $1.68M | 0.0% | -1.1% | 2.695% | |
| 9/4/2025 | Osaic Holdings Inc. | 47,909 | $1.67M | 0.0% | +6.0% | 4.095% | |
| 8/8/2025 | Cetera Investment Advisers | 19,643 | $686K | 0.0% | -14.4% | 1.679% | |
| 8/7/2025 | Americana Partners LLC | 177,398 | $6.20M | 0.2% | N/A | 15.162% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 17,807 | $622K | 0.0% | +4.4% | 1.522% | |
| 7/28/2025 | Harbour Investments Inc. | 80,801 | $2.82M | 0.1% | +8.7% | 6.906% | |
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| 7/22/2025 | Kraematon Investment Advisors Inc. | 72,520 | $2.53M | 2.4% | -1.3% | 5.802% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 17,051 | $565K | 0.0% | N/A | 1.364% | |
| 5/15/2025 | OLD Mission Capital LLC | 23,572 | $781K | 0.0% | N/A | 1.886% | |
| 5/14/2025 | Kestra Advisory Services LLC | 41,993 | $1.39M | 0.0% | +95.5% | 3.359% | |
| 5/12/2025 | Integrity Financial Corp WA | 1,796 | $60K | 0.0% | -37.9% | 0.144% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 13,753 | $456K | 0.0% | +17.4% | 1.100% | |
| 5/8/2025 | Harbour Investments Inc. | 74,307 | $2.46M | 0.1% | +503.3% | 5.945% | |
| 5/8/2025 | Arkadios Wealth Advisors | 47,134 | $1.56M | 0.1% | +12.4% | 3.771% | |
| 5/6/2025 | Cetera Investment Advisers | 22,946 | $760K | 0.0% | +107.6% | 1.836% | |
| 4/14/2025 | PFS Partners LLC | 4,503 | $149K | 0.1% | +288.9% | 0.409% | |
| 4/14/2025 | Kraematon Investment Advisors Inc. | 73,495 | $2.44M | 2.5% | -1.9% | 6.681% | |
| 2/17/2025 | Cetera Investment Advisers | 11,051 | $373K | 0.0% | -91.4% | 0.398% | |
| 2/17/2025 | Citadel Advisors LLC | 31,113 | $1.05M | 0.0% | N/A | 1.119% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 11,717 | $395K | 0.0% | N/A | 0.421% | |
| 2/17/2025 | Ameriprise Financial Inc. | 51,325 | $1.73M | 0.0% | N/A | 1.846% | |
| 2/14/2025 | Jane Street Group LLC | 33,190 | $1.12M | 0.0% | N/A | 1.194% | |
| 2/13/2025 | Barclays PLC | 10,204 | $344K | 0.0% | +33,913.3% | 0.367% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 15,959 | $539K | 0.0% | +14.8% | 0.574% | |
| 2/11/2025 | Sequent Planning LLC | 10,462 | $353K | 0.1% | -95.9% | 0.376% | |
| 2/10/2025 | Harbour Investments Inc. | 12,316 | $416K | 0.0% | -13.9% | 0.443% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 28,425 | $959K | 0.0% | +51.7% | 1.022% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 204,918 | $6.92M | 0.2% | +0.6% | 7.371% | |
| 1/15/2025 | Arkadios Wealth Advisors | 41,919 | $1.42M | 0.1% | -42.3% | 1.508% | |
| 11/15/2024 | MML Investors Services LLC | 12,950 | $430K | 0.0% | -76.0% | 0.466% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 13,899 | $461K | 0.0% | -4.0% | 0.500% | |
| 11/14/2024 | CreativeOne Wealth LLC | 26,439 | $877K | 0.0% | N/A | 0.951% | |
| 11/5/2024 | Harbour Investments Inc. | 14,296 | $474K | 0.0% | -4.3% | 0.514% | |
| 11/1/2024 | Atria Investments Inc | 15,169 | $503K | 0.0% | N/A | 0.546% | |
| 10/30/2024 | Hanlon Investment Management Inc. | 6,142 | $204K | 0.1% | N/A | 0.221% | |
| 10/24/2024 | Arkadios Wealth Advisors | 72,693 | $2.41M | 0.1% | -4.0% | 2.615% | |
| 10/22/2024 | U.S. Capital Wealth Advisors LLC | 203,598 | $6.75M | 0.2% | +2.0% | 7.324% | |
| 10/8/2024 | Sage Capital Advisors llc | 17,944 | $595K | 0.2% | N/A | 0.645% | |
| 8/22/2024 | Cetera Investment Advisers | 99,143 | $3.22M | 0.0% | -16.7% | 3.566% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 80,300 | $2.61M | 0.1% | N/A | 2.888% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 21,284 | $692K | 0.0% | +3.4% | 0.766% | |
| 7/26/2024 | Crown Wealth Group LLC | 15,861 | $515K | 0.3% | -2.3% | 0.571% | |
| 7/26/2024 | Harbour Investments Inc. | 14,945 | $486K | 0.0% | +70.4% | 0.538% | |
| 7/11/2024 | U.S. Capital Wealth Advisors LLC | 199,601 | $6.49M | 0.2% | +1.1% | 7.180% | |
| 5/24/2024 | Cetera Advisors LLC | 54,440 | $1.73M | 0.0% | N/A | 1.958% | |
| 5/24/2024 | Cetera Investment Advisers | 119,080 | $3.78M | 0.0% | N/A | 4.283% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 21,515 | $683K | 0.0% | N/A | 0.782% | |
| 5/3/2024 | Integrity Financial Corp WA | 2,893 | $92K | 0.1% | N/A | 0.105% | |
| 5/2/2024 | Crown Wealth Group LLC | 16,242 | $516K | 0.3% | N/A | 0.591% | |
| 4/30/2024 | Arkadios Wealth Advisors | 75,697 | $2.40M | 0.2% | N/A | 2.753% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 20,584 | $654K | 0.0% | N/A | 0.749% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 1,170 | $37K | 0.0% | N/A | 0.043% | |
| 4/16/2024 | PFS Partners LLC | 1,174 | $37K | 0.0% | N/A | 0.000% | |
| 4/13/2024 | Quad Cities Investment Group LLC | 6,760 | $215K | 0.1% | N/A | 0.000% | |