| 5/19/2026 | Arkadios Wealth Advisors | 29,459 | $1.19M | 0.0% | -1.7% | 0.627% | |
| 5/13/2026 | Cetera Investment Advisers | 226,872 | $9.19M | 0.0% | -35.4% | 4.827% | |
| 5/13/2026 | First Trust Advisors LP | 36,463 | $1.48M | 0.0% | -42.7% | 0.776% | |
| 5/6/2026 | Independent Financial Group LLC | 6,139 | $249K | 0.0% | N/A | 0.131% | |
| 5/2/2026 | Diversify Wealth Management LLC | 23,980 | $1.01M | 0.0% | N/A | 0.510% | |
| 5/1/2026 | Fifth Third Bancorp | 3,643 | $148K | 0.0% | N/A | 0.078% | |
| 4/30/2026 | Kestra Advisory Services LLC | 121,101 | $4.90M | 0.0% | -2.8% | 2.577% | |
| 4/27/2026 | World Investment Advisors | 32,245 | $1.31M | 0.0% | +0.8% | 0.686% | |
| 4/23/2026 | Financial Guidance Group Inc. | 149,482 | $6.05M | 2.4% | -1.5% | 3.180% | |
| 4/23/2026 | SageGuard Financial Group LLC | 10,795 | $437K | 0.1% | -11.5% | 0.230% | |
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| 4/21/2026 | Sequent Planning LLC | 6,709 | $272K | 0.1% | -31.0% | 0.143% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 10,018 | $406K | 0.0% | -30.6% | 0.213% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 52,069 | $2.11M | 0.0% | -15.0% | 1.108% | |
| 4/17/2026 | Brookstone Capital Management | 28,319 | $1.15M | 0.0% | -11.6% | 0.603% | |
| 3/13/2026 | World Investment Advisors | 31,977 | $1.28M | 0.0% | N/A | 0.680% | |
| 2/13/2026 | Arkadios Wealth Advisors | 29,959 | $1.20M | 0.0% | -10.6% | 0.717% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 10,600 | $423K | 0.0% | +10.4% | 0.254% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 93,943 | $3.75M | 0.5% | -3.4% | 2.247% | |
| 1/21/2026 | Sound Income Strategies LLC | 1,329 | $53K | 0.0% | N/A | 0.031% | |
| 11/13/2025 | Invenio Wealth Partners LLC | 67,186 | $2.64M | 1.0% | -7.0% | 1.527% | |
| 10/22/2025 | Blue Bell Private Wealth Management LLC | 97,258 | $3.82M | 0.6% | -1.5% | 2.195% | |
| 8/15/2025 | FSB Premier Wealth Management Inc. | 5,319 | $204K | 0.1% | N/A | 0.117% | |
| 8/12/2025 | JPMorgan Chase & Co. | 2,611 | $100K | 0.0% | -97.9% | 0.058% | |
| 8/11/2025 | Invenio Wealth Partners LLC | 72,269 | $2.77M | 1.1% | N/A | 1.595% | |
| 8/4/2025 | Arkadios Wealth Advisors | 33,518 | $1.28M | 0.0% | -16.4% | 0.740% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 9,600 | $368K | 0.0% | +41.9% | 0.205% | |
| 5/15/2025 | OLD Mission Capital LLC | 13,123 | $482K | 0.0% | N/A | 0.272% | |
| 5/8/2025 | Arkadios Wealth Advisors | 40,100 | $1.47M | 0.1% | +3.5% | 0.830% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 98,860 | $3.63M | 0.7% | -0.4% | 2.090% | |
| 5/5/2025 | Hollencrest Capital Management | 1,683 | $62K | 0.0% | N/A | 0.036% | |
| 4/29/2025 | Strategic Blueprint LLC | 8,281 | $304K | 0.0% | -44.0% | 0.175% | |
| 4/23/2025 | AIFG Consultants Ltd. | 6,448 | $237K | 0.4% | -12.9% | 0.136% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 6,765 | $249K | 0.0% | -18.1% | 0.143% | |
| 4/9/2025 | NBC Securities Inc. | 840 | $30K | 0.0% | N/A | 0.018% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 16,224 | $587K | 0.0% | N/A | 0.293% | |
| 2/12/2025 | FSB Premier Wealth Management Inc. | 5,828 | $211K | 0.1% | -34.9% | 0.105% | |
| 2/12/2025 | Bullseye Investment Management LLC | 10,667 | $386K | 0.3% | N/A | 0.193% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 99,297 | $3.60M | 0.7% | -3.4% | 1.796% | |
| 1/29/2025 | AIFG Consultants Ltd. | 7,401 | $268K | 0.4% | -86.0% | 0.134% | |
| 1/23/2025 | Strategic Blueprint LLC | 14,786 | $535K | 0.0% | -4.7% | 0.267% | |
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| 1/15/2025 | Arkadios Wealth Advisors | 38,745 | $1.40M | 0.1% | -15.3% | 0.701% | |
| 10/25/2024 | Strategic Blueprint LLC | 15,519 | $551K | 0.0% | -28.2% | 0.281% | |
| 10/24/2024 | Arkadios Wealth Advisors | 45,731 | $1.62M | 0.1% | -2.5% | 0.827% | |
| 10/21/2024 | AIFG Consultants Ltd. | 52,863 | $1.88M | 1.4% | -64.5% | 0.956% | |
| 8/5/2024 | Blue Bell Private Wealth Management LLC | 105,221 | $3.64M | 0.8% | -1.4% | 1.903% | |
| 7/29/2024 | AIFG Consultants Ltd. | 148,899 | $5.15M | 3.8% | -4.2% | 2.693% | |
| 7/27/2024 | Strategic Blueprint LLC | 21,621 | $747K | 0.1% | -7.6% | 0.391% | |
| 5/17/2024 | Comerica Bank | 3,643 | $122K | 0.0% | -12.0% | 0.066% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 26,100 | $877K | 0.0% | +222.2% | 0.468% | |
| 4/30/2024 | Arkadios Wealth Advisors | 47,037 | $1.58M | 0.1% | -8.4% | 0.843% | |
| 4/25/2024 | Triumph Capital Management | 36,000 | $1.21M | 0.5% | N/A | 0.673% | |
| 4/24/2024 | Blue Bell Private Wealth Management LLC | 106,753 | $3.59M | 0.8% | -0.5% | 1.995% | |
| 4/23/2024 | Strategic Blueprint LLC | 23,411 | $787K | 0.1% | -14.1% | 0.438% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 16,735 | $550K | 0.0% | -89.1% | 0.000% | |
| 1/25/2024 | Strategic Blueprint LLC | 27,245 | $896K | 0.1% | -2.8% | 0.000% | |
| 1/25/2024 | Blue Bell Private Wealth Management LLC | 107,308 | $3.53M | 0.8% | -0.7% | 0.000% | |
| 1/24/2024 | Arkadios Wealth Advisors | 51,347 | $1.69M | 0.1% | -1.9% | 0.000% | |
| 11/13/2023 | Cary Street Partners Investment Advisory LLC | 153,223 | $4.85M | 0.3% | -5.3% | 0.000% | |
| 11/9/2023 | First Heartland Consultants Inc. | 6,692 | $212K | 0.0% | -25.9% | 0.000% | |
| 11/4/2023 | NBC Securities Inc. | 840 | $26K | 0.0% | N/A | 0.000% | |
| 10/30/2023 | Blue Bell Private Wealth Management LLC | 108,033 | $3.42M | 0.9% | -0.4% | 0.000% | |
| 10/18/2023 | Strategic Blueprint LLC | 28,037 | $887K | 0.1% | N/A | 0.000% | |
| 10/13/2023 | Arkadios Wealth Advisors | 52,354 | $1.66M | 0.2% | +164.6% | 0.000% | |
| 8/30/2023 | AIFG Consultants Ltd. | 170,508 | $5.36M | 4.3% | +0.5% | 0.000% | |
| 8/15/2023 | Grant Street Asset Management Inc. | 16,961 | $534K | 0.2% | -2.3% | 0.000% | |
| 8/15/2023 | Insigneo Advisory Services LLC | 44,293 | $1.39M | 0.3% | +2.2% | 0.000% | |
| 8/14/2023 | Bison Wealth LLC | 13,204 | $415K | 0.1% | N/A | 0.000% | |
| 8/11/2023 | Kestra Advisory Services LLC | 254,769 | $8.02M | 0.1% | +162.9% | 0.000% | |
| 8/11/2023 | FSB Premier Wealth Management Inc. | 17,118 | $539K | 0.3% | +43.2% | 0.000% | |
| 8/10/2023 | Kraematon Investment Advisors Inc. | 30,195 | $950K | 1.0% | N/A | 0.000% | |
| 8/10/2023 | Osaic Holdings Inc. | 174,430 | $5.49M | 0.0% | +1,205.9% | 0.000% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 1,125,593 | $35.41M | 0.1% | +635.9% | 0.000% | |
| 8/10/2023 | Cary Street Partners Investment Advisory LLC | 161,759 | $5.09M | 0.3% | N/A | 0.000% | |
| 8/10/2023 | Cetera Advisors LLC | 593,952 | $18.69M | 0.3% | N/A | 0.000% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 31,167 | $980K | 0.0% | N/A | 0.000% | |
| 8/10/2023 | Cetera Investment Advisers | 135,721 | $4.27M | 0.0% | +1,027.3% | 0.000% | |
| 8/8/2023 | Kestra Private Wealth Services LLC | 294,182 | $9.26M | 0.3% | +543.2% | 0.000% | |
| 8/8/2023 | Blue Bell Private Wealth Management LLC | 108,498 | $3.41M | 0.9% | +118.3% | 0.000% | |
| 8/8/2023 | Millington Financial Advisors LLC | 101,267 | $3.19M | 2.8% | N/A | 0.000% | |
| 8/7/2023 | Lincoln National Corp | 7,110 | $224K | 0.0% | N/A | 0.000% | |
| 8/4/2023 | HBK Sorce Advisory LLC | 34,716 | $1.09M | 0.0% | +131.2% | 0.000% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 71,676 | $2.26M | 0.0% | +52.1% | 0.000% | |
| 8/4/2023 | IFP Advisors Inc | 4,908 | $146K | 0.0% | +390.8% | 0.000% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 10,713 | $337K | 0.0% | +3.7% | 0.000% | |
| 8/2/2023 | Silver Oak Securities Incorporated | 12,242 | $385K | 0.1% | -27.7% | 0.000% | |
| 8/2/2023 | Sigma Planning Corp | 8,431 | $265K | 0.0% | N/A | 0.000% | |
| 8/1/2023 | Truist Financial Corp | 32,702 | $1.03M | 0.0% | +147.9% | 0.000% | |
| 7/31/2023 | Mutual Advisors LLC | 29,601 | $931K | 0.0% | +85.3% | 0.000% | |
| 7/26/2023 | First Heartland Consultants Inc. | 9,034 | $284K | 0.0% | +35.4% | 0.000% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 8,400 | $264K | 0.0% | N/A | 0.000% | |
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| 7/20/2023 | Global Retirement Partners LLC | 59,766 | $1.88M | 0.1% | +1.2% | 0.000% | |
| 7/19/2023 | Foundations Investment Advisors LLC | 11,021 | $347K | 0.0% | N/A | 0.000% | |
| 7/18/2023 | Octavia Wealth Advisors LLC | 28,352 | $892K | 0.2% | -4.5% | 0.000% | |
| 7/18/2023 | Virtue Capital Management LLC | 15,531 | $488K | 0.1% | +5.1% | 0.000% | |
| 7/17/2023 | Clear Creek Financial Management LLC | 7,445 | $234K | 0.0% | N/A | 0.000% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 137,440 | $4.32M | 0.0% | N/A | 0.000% | |
| 7/12/2023 | Independent Wealth Network Inc. | 23,252 | $731K | 0.4% | +209.0% | 0.000% | |
| 7/12/2023 | Quad Cities Investment Group LLC | 11,783 | $371K | 0.2% | N/A | 0.000% | |
| 7/11/2023 | Brookstone Capital Management | 36,445 | $1.14M | 0.0% | +6.2% | 0.000% | |
| 7/10/2023 | AE Wealth Management LLC | 34,449 | $1.08M | 0.0% | +14.3% | 0.000% | |