| 6/3/2026 | NewEdge Advisors LLC | 9,270 | $244K | 0.0% | +14.4% | 0.304% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 9,504 | $250K | 0.0% | -23.3% | 0.312% | |
| 5/19/2026 | Winnow Wealth LLC | 11,600 | $305K | 0.2% | -12.2% | 0.380% | |
| 5/19/2026 | NewEdge Advisors LLC | 9,270 | $244K | 0.0% | +14.4% | 0.304% | |
| 5/13/2026 | Cetera Investment Advisers | 246,622 | $6.49M | 0.0% | +10.9% | 8.086% | |
| 5/13/2026 | Signature Equity Partners LLC | 1,331 | $35K | 0.0% | N/A | 0.044% | |
| 4/30/2026 | Kestra Advisory Services LLC | 40,266 | $1.06M | 0.0% | +111.3% | 1.320% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 17,650 | $464K | 0.0% | -17.3% | 0.579% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 5,203 | $136K | 0.0% | +1,244.4% | 0.171% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 23,376 | $612K | 0.6% | N/A | 0.766% | |
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| 2/18/2026 | EP Wealth Advisors LLC | 10,315 | $270K | 0.0% | N/A | 0.338% | |
| 2/18/2026 | OLD Mission Capital LLC | 17,519 | $459K | 0.0% | +79.1% | 0.574% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 7,840 | $205K | 0.0% | N/A | 0.257% | |
| 2/17/2026 | Cetera Investment Advisers | 222,338 | $5.82M | 0.0% | -4.3% | 7.290% | |
| 2/17/2026 | Kovack Advisors Inc. | 13,381 | $350K | 0.0% | N/A | 0.439% | |
| 2/17/2026 | Osaic Holdings Inc. | 80,912 | $2.12M | 0.0% | -13.2% | 2.653% | |
| 2/16/2026 | Integrity Financial Corp WA | 14,373 | $376K | 0.2% | -9.3% | 0.471% | |
| 2/13/2026 | Kestra Advisory Services LLC | 19,057 | $499K | 0.0% | +31.6% | 0.625% | |
| 2/12/2026 | Insigneo Advisory Services LLC | 10,636 | $279K | 0.0% | +34.0% | 0.349% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 370,695 | $9.71M | 0.0% | -0.7% | 12.154% | |
| 2/12/2026 | Kovack Advisors Inc. | 13,381 | $351K | 0.0% | N/A | 0.439% | |
| 2/11/2026 | Capital Analysts LLC | 2,482 | $65K | 0.0% | +161.5% | 0.081% | |
| 2/11/2026 | Winnow Wealth LLC | 13,216 | $357K | 0.3% | -11.8% | 0.433% | |
| 2/11/2026 | 1776 Wealth LLC | 40,304 | $1.06M | 0.4% | +67.9% | 1.321% | |
| 2/11/2026 | LPL Financial LLC | 147,341 | $3.86M | 0.0% | +67.8% | 4.831% | |
| 2/9/2026 | Harbour Investments Inc. | 64,421 | $1.69M | 0.0% | +166.8% | 2.112% | |
| 2/6/2026 | Ignite Planners LLC | 15,970 | $428K | 0.1% | +10.6% | 0.524% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 1,861 | $49K | 0.0% | -18.9% | 0.061% | |
| 1/30/2026 | Sigma Planning Corp | 8,375 | $219K | 0.0% | N/A | 0.275% | |
| 1/29/2026 | Camelot Portfolios LLC | 2,668 | $70K | 0.0% | N/A | 0.087% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 61,102 | $1.60M | 0.1% | -1.0% | 2.003% | |
| 1/23/2026 | Diligent Investors LLC | 9,800 | $257K | 0.1% | N/A | 0.321% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 4,750 | $124K | 0.0% | N/A | 0.156% | |
| 1/20/2026 | SOA Wealth Advisors LLC. | 12,384 | $324K | 0.0% | +4.6% | 0.406% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 13,629 | $357K | 0.0% | -10.0% | 0.447% | |
| 1/9/2026 | First Heartland Consultants Inc. | 12,735 | $334K | 0.0% | +10.5% | 0.418% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 3,209 | $83K | 0.0% | N/A | 0.105% | |
| 1/8/2026 | NorthCrest Asset Manangement LLC | 58,154 | $1.54M | 0.0% | N/A | 1.907% | |
| 11/19/2025 | Sunbelt Securities Inc. | 3,863 | $99K | 0.0% | +672.6% | 0.127% | |
| 11/17/2025 | NewEdge Advisors LLC | 8,100 | $208K | 0.0% | -16.8% | 0.266% | |
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| 11/17/2025 | Susquehanna International Group LLP | 33,152 | $851K | 0.0% | +279.2% | 1.087% | |
| 11/17/2025 | Mariner LLC | 11,220 | $288K | 0.0% | -3.5% | 0.368% | |
| 11/14/2025 | Raymond James Financial Inc. | 73,969 | $1.90M | 0.0% | +5.3% | 2.425% | |
| 11/12/2025 | Insigneo Advisory Services LLC | 7,936 | $204K | 0.0% | N/A | 0.260% | |
| 11/6/2025 | 1776 Wealth LLC | 24,008 | $616K | 0.2% | -20.1% | 0.787% | |
| 11/6/2025 | Integrity Financial Corp WA | 15,852 | $407K | 0.2% | -58.4% | 0.520% | |
| 11/4/2025 | Winnow Wealth LLC | 14,985 | $390K | 0.3% | N/A | 0.491% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 373,355 | $9.59M | 0.0% | -26.4% | 12.241% | |
| 10/21/2025 | TruNorth Capital Management LLC | 1,900 | $49K | 0.0% | N/A | 0.062% | |
| 10/20/2025 | Merit Financial Group LLC | 14,533 | $373K | 0.0% | N/A | 0.476% | |
| 10/8/2025 | Ignite Planners LLC | 14,435 | $371K | 0.1% | -20.5% | 0.473% | |
| 9/4/2025 | Osaic Holdings Inc. | 96,438 | $2.42M | 0.0% | +6.7% | 3.162% | |
| 8/15/2025 | EP Wealth Advisors LLC | 12,315 | $309K | 0.0% | N/A | 0.404% | |
| 8/14/2025 | Raymond James Financial Inc. | 70,217 | $1.76M | 0.0% | -14.6% | 2.302% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 1,306 | $33K | 0.0% | N/A | 0.043% | |
| 8/8/2025 | Cetera Investment Advisers | 186,119 | $4.66M | 0.0% | -4.7% | 6.102% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 13,584 | $340K | 0.0% | -13.6% | 0.445% | |
| 8/5/2025 | Integrity Financial Corp WA | 38,112 | $955K | 0.5% | -16.2% | 1.250% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 10,193 | $255K | 0.0% | -14.2% | 0.334% | |
| 7/28/2025 | Nvest Financial LLC | 9,077 | $227K | 0.1% | N/A | 0.298% | |
| 7/28/2025 | Mutual Advisors LLC | 8,199 | $207K | 0.0% | N/A | 0.269% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 62,046 | $1.56M | 0.1% | N/A | 2.034% | |
| 7/18/2025 | Cooper Financial Group | 80,571 | $2.02M | 0.2% | +0.8% | 2.642% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 15,149 | $380K | 0.0% | -4.2% | 0.497% | |
| 5/12/2025 | Cooper Financial Group | 79,963 | $1.90M | 0.2% | +2.5% | 2.387% | |
| 5/12/2025 | Integrity Financial Corp WA | 45,506 | $1.08M | 0.6% | +36.8% | 1.358% | |
| 5/8/2025 | Harbour Investments Inc. | 24,552 | $582K | 0.0% | -5.8% | 0.733% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 15,717 | $373K | 0.0% | -30.6% | 0.469% | |
| 5/7/2025 | LPL Financial LLC | 85,014 | $2.02M | 0.0% | N/A | 2.538% | |
| 5/6/2025 | Cetera Investment Advisers | 195,212 | $4.63M | 0.0% | +19.2% | 5.827% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 45,085 | $1.07M | 0.0% | +97.7% | 1.346% | |
| 5/6/2025 | Ignite Planners LLC | 18,149 | $438K | 0.1% | +81.8% | 0.542% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 21,380 | $507K | 0.0% | N/A | 0.638% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 1,909 | $45K | 0.0% | +60.7% | 0.057% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,898 | $45K | 0.0% | +30.0% | 0.057% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 34,106 | $809K | 0.0% | -22.1% | 1.018% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 12,909 | $306K | 0.0% | -18.8% | 0.461% | |
| 4/14/2025 | SOA Wealth Advisors LLC. | 11,844 | $281K | 0.0% | +14.6% | 0.423% | |
| 4/9/2025 | NBC Securities Inc. | 5,834 | $138K | 0.0% | +194,366.7% | 0.208% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 15,889 | $359K | 0.0% | N/A | 0.588% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 1,188 | $26K | 0.0% | N/A | 0.045% | |
| 2/17/2025 | Cetera Investment Advisers | 163,712 | $3.70M | 0.0% | +3.3% | 4.093% | |
| 2/14/2025 | Prosperity Consulting Group LLC | 22,641 | $511K | 0.0% | -8.3% | 0.566% | |
| 2/13/2025 | NewEdge Advisors LLC | 9,730 | $220K | 0.0% | -59.3% | 0.243% | |
| 2/13/2025 | Mariner LLC | 14,420 | $325K | 0.0% | +7.5% | 0.361% | |
| 2/13/2025 | Integrity Financial Corp WA | 33,257 | $751K | 0.4% | +9.4% | 0.831% | |
| 2/13/2025 | Raymond James Financial Inc. | 89,872 | $2.03M | 0.0% | N/A | 2.247% | |
| 2/13/2025 | Advisory Services Network LLC | 21,749 | $491K | 0.0% | -44.1% | 0.544% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 15,768 | $356K | 0.0% | -32.0% | 0.394% | |
| 2/12/2025 | OLD Mission Capital LLC | 19,796 | $447K | 0.0% | -27.8% | 0.495% | |
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| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,460 | $33K | 0.0% | -33.0% | 0.037% | |
| 2/10/2025 | Harbour Investments Inc. | 26,052 | $588K | 0.0% | +6.2% | 0.651% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 509,751 | $11.51M | 0.0% | +17.8% | 12.744% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 22,808 | $515K | 0.0% | +20.8% | 0.570% | |
| 2/6/2025 | Raymond James Financial Inc. | 89,872 | $2.03M | 0.0% | N/A | 2.247% | |
| 2/4/2025 | IFP Advisors Inc | 5,373 | $121K | 0.0% | -27.2% | 0.134% | |
| 1/31/2025 | Global Retirement Partners LLC | 122,729 | $2.77M | 0.1% | +1.2% | 3.068% | |
| 1/30/2025 | DHJJ Financial Advisors Ltd. | 19,666 | $444K | 0.2% | +8.5% | 0.492% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 15,809 | $357K | 0.0% | +30.7% | 0.395% | |
| 1/14/2025 | Ignite Planners LLC | 9,985 | $226K | 0.0% | +23.3% | 0.250% | |