| 10/7/2026 | Family Legacy Financial Solutions LLC | 33,500 | $906K | 0.5% | -6.0% | 2.094% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 19,734 | $526K | 0.0% | +46.7% | 1.233% | |
| 9/9/2026 | Insight Wealth Partners LLC | 12,311 | $328K | 0.0% | N/A | 0.769% | |
| 9/2/2026 | Citadel Advisors LLC | 15,396 | $410K | 0.0% | N/A | 0.962% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 10,836 | $289K | 0.0% | N/A | 0.677% | |
| 8/21/2026 | KFG Wealth Management LLC | 50,027 | $1.33M | 0.2% | +2.1% | 3.127% | |
| 8/21/2026 | Continuum Advisory LLC | 3,063 | $82K | 0.0% | N/A | 0.191% | |
| 7/8/2026 | Sonoma Allocations LLC | 54,082 | $1.44M | 0.5% | N/A | 3.380% | |
| 5/16/2026 | IMG Wealth Management Inc. | 9,008 | $235K | 0.1% | N/A | 0.563% | |
| 5/13/2026 | Cetera Investment Advisers | 25,689 | $670K | 0.0% | +4.8% | 1.606% | |
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| 5/6/2026 | FSA Advisors Inc. | 9,025 | $236K | 0.2% | -7.5% | 0.564% | |
| 5/6/2026 | Independent Financial Group LLC | 13,500 | $352K | 0.0% | N/A | 0.844% | |
| 4/30/2026 | Kestra Advisory Services LLC | 276,236 | $7.21M | 0.0% | +1,269.6% | 17.265% | |
| 4/27/2026 | World Investment Advisors | 38,270 | $999K | 0.0% | +21.1% | 2.392% | |
| 4/17/2026 | Brookstone Capital Management | 52,309 | $1.37M | 0.0% | -21.4% | 3.269% | |
| 2/20/2026 | Wick Capital Partners LLC | 7,888 | $203K | 0.0% | -58.1% | 0.555% | |
| 2/18/2026 | OLD Mission Capital LLC | 22,401 | $577K | 0.0% | -35.9% | 1.578% | |
| 2/18/2026 | First Manhattan CO. LLC. | 15,300 | $394K | 0.0% | N/A | 1.077% | |
| 2/17/2026 | Cetera Investment Advisers | 24,523 | $632K | 0.0% | -3.8% | 1.727% | |
| 2/17/2026 | Kovack Advisors Inc. | 43,636 | $1.13M | 0.1% | N/A | 3.073% | |
| 2/13/2026 | CreativeOne Wealth LLC | 29,926 | $771K | 0.0% | -4.7% | 2.107% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 70,564 | $1.82M | 0.0% | -3.8% | 4.969% | |
| 2/12/2026 | Kovack Advisors Inc. | 43,635 | $1.13M | 0.1% | N/A | 3.073% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 12,100 | $312K | 0.0% | +7.3% | 0.852% | |
| 2/4/2026 | Trek Financial LLC | 7,807 | $201K | 0.0% | N/A | 0.550% | |
| 2/2/2026 | Truist Financial Corp | 44,703 | $1.15M | 0.0% | -1.3% | 3.148% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 9,259 | $239K | 0.0% | -4.1% | 0.652% | |
| 1/21/2026 | KFG Wealth Management LLC | 49,014 | $1.26M | 0.2% | -1.4% | 3.452% | |
| 1/20/2026 | Family Legacy Financial Solutions LLC | 58,529 | $1.51M | 1.2% | -13.7% | 4.122% | |
| 1/16/2026 | Legacy Capital Wealth Partners LLC | 11,648 | $300K | 0.1% | -59.6% | 0.787% | |
| 1/15/2026 | Brookstone Capital Management | 66,572 | $1.72M | 0.0% | -18.5% | 4.498% | |
| 11/18/2025 | Advisory Services Network LLC | 51,065 | $1.30M | 0.0% | -1.2% | 3.360% | |
| 11/17/2025 | Susquehanna International Group LLP | 34,059 | $866K | 0.0% | +305.7% | 2.241% | |
| 11/13/2025 | CreativeOne Wealth LLC | 31,418 | $799K | 0.0% | +101.8% | 2.067% | |
| 11/12/2025 | Integrity Advisory Solutions LLC | 9,800 | $249K | 0.0% | N/A | 0.645% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 9,206 | $234K | 0.0% | -5.8% | 0.606% | |
| 10/30/2025 | Triad Wealth Partners LLC | 12,677 | $323K | 0.0% | -7.3% | 0.834% | |
| 10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 34,517 | $878K | 0.1% | N/A | 2.271% | |
| 10/15/2025 | Brookstone Capital Management | 81,729 | $2.08M | 0.0% | -20.8% | 5.173% | |
| 10/10/2025 | Lineweaver Wealth Advisors LLC | 67,244 | $1.71M | 0.3% | N/A | 4.256% | |
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| 10/7/2025 | Family Legacy Financial Solutions LLC | 67,811 | $1.73M | 1.3% | N/A | 4.292% | |
| 8/29/2025 | Centaurus Financial Inc. | 7,879 | $197K | 0.0% | N/A | 0.499% | |
| 8/19/2025 | Advisory Services Network LLC | 51,685 | $1.30M | 0.0% | N/A | 3.271% | |
| 8/14/2025 | Jane Street Group LLC | 13,717 | $344K | 0.0% | N/A | 0.868% | |
| 8/14/2025 | Raymond James Financial Inc. | 15,297 | $383K | 0.0% | N/A | 0.968% | |
| 8/13/2025 | Legacy Capital Wealth Partners LLC | 31,233 | $782K | 0.2% | N/A | 1.977% | |
| 8/12/2025 | CreativeOne Wealth LLC | 15,572 | $390K | 0.0% | N/A | 0.986% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 10,199 | $255K | 0.0% | N/A | 0.646% | |
| 8/8/2025 | Cetera Investment Advisers | 27,963 | $700K | 0.0% | N/A | 1.770% | |
| 8/4/2025 | World Investment Advisors | 31,593 | $791K | 0.0% | N/A | 2.000% | |
| 8/1/2025 | FSA Advisors Inc. | 9,755 | $244K | 0.2% | N/A | 0.617% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 9,774 | $245K | 0.0% | N/A | 0.619% | |
| 7/30/2025 | Brookstone Capital Management | 103,174 | $2.59M | 0.0% | N/A | 6.448% | |
| 7/29/2025 | Goldstein Advisors LLC | 8,450 | $212K | 0.0% | N/A | 0.528% | |
| 7/28/2025 | Cypress Wealth Services LLC | 27,741 | $695K | 0.1% | N/A | 1.734% | |
| 7/24/2025 | Weaver Capital Management LLC | 2,039 | $51K | 0.0% | N/A | 0.127% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 9,651 | $242K | 0.0% | N/A | 0.603% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 15,467 | $387K | 0.0% | N/A | 0.967% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 2,725 | $68K | 0.0% | N/A | 0.170% | |
| 7/21/2025 | Triad Wealth Partners LLC | 13,668 | $342K | 0.1% | N/A | 0.854% | |
| 7/18/2025 | Truist Financial Corp | 45,281 | $1.13M | 0.0% | N/A | 2.830% | |
| 7/16/2025 | Signaturefd LLC | 1,225 | $31K | 0.0% | N/A | 0.077% | |
| 7/14/2025 | Chris Bulman Inc | 17,319 | $434K | 0.2% | N/A | 1.082% | |
| 7/14/2025 | KFG Wealth Management LLC | 49,722 | $1.25M | 0.2% | N/A | 3.108% | |
| 7/10/2025 | Marshall Financial Group LLC | 10,710 | $268K | 0.1% | N/A | 0.669% | |
| 7/9/2025 | Central Valley Advisors LLC | 24,849 | $622K | 0.2% | N/A | 1.553% | |