| 5/5/2026 | Geneos Wealth Management Inc. | 285,576 | $12.53M | 0.3% | -9.0% | 13.283% | |
| 4/30/2026 | Kestra Advisory Services LLC | 7,618 | $334K | 0.0% | -7.7% | 0.354% | |
| 4/29/2026 | Integrated Advisors Network LLC | 6,155 | $270K | 0.0% | -12.8% | 0.286% | |
| 4/22/2026 | Trilogy Capital Inc. | 5,310 | $233K | 0.0% | -27.8% | 0.247% | |
| 2/18/2026 | NewEdge Advisors LLC | 5,115 | $220K | 0.0% | +7,104.2% | 0.233% | |
| 2/17/2026 | Cetera Investment Advisers | 28,319 | $1.22M | 0.0% | -1.8% | 1.287% | |
| 2/17/2026 | GeoWealth Management LLC | 20,120 | $864K | 0.0% | -14.0% | 0.915% | |
| 2/17/2026 | Osaic Holdings Inc. | 15,034 | $645K | 0.0% | -59.9% | 0.683% | |
| 2/17/2026 | Royal Bank of Canada | 11,266 | $484K | 0.0% | -65.2% | 0.512% | |
| 2/13/2026 | Kestra Advisory Services LLC | 8,255 | $354K | 0.0% | -9.9% | 0.375% | |
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| 2/13/2026 | Wells Fargo & Company MN | 830 | $36K | 0.0% | -80.9% | 0.038% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 5,796 | $249K | 0.0% | N/A | 0.263% | |
| 2/11/2026 | LPL Financial LLC | 66,751 | $2.87M | 0.0% | -26.6% | 3.034% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 56,205 | $2.41M | 0.0% | +19.8% | 2.555% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 17,616 | $756K | 0.0% | -12.6% | 0.801% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 16,697 | $717K | 0.0% | N/A | 0.759% | |
| 2/6/2026 | IFP Advisors Inc | 1,685 | $72K | 0.0% | -14.7% | 0.077% | |
| 2/5/2026 | Soltis Investment Advisors LLC | 102,012 | $4.38M | 0.3% | -5.5% | 4.637% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 313,910 | $13.47M | 0.3% | -9.2% | 14.269% | |
| 1/23/2026 | Lunt Capital Management Inc. | 212,552 | $9.12M | 3.4% | -4.5% | 9.661% | |
| 1/22/2026 | Trilogy Capital Inc. | 7,357 | $316K | 0.0% | -17.4% | 0.334% | |
| 1/21/2026 | Ergawealth Advisors Inc. | 13,393 | $575K | 0.3% | -89.8% | 0.609% | |
| 12/2/2025 | IFP Advisors Inc | 1,984 | $84K | 0.0% | +14.4% | 0.079% | |
| 11/20/2025 | WBI Investments LLC | 30,765 | $1.31M | 0.3% | -64.2% | 1.231% | |
| 11/17/2025 | Susquehanna International Group LLP | 36,086 | $1.53M | 0.0% | -31.2% | 1.443% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 20,164 | $856K | 0.0% | -30.6% | 0.807% | |
| 11/17/2025 | Citadel Advisors LLC | 31,861 | $1.35M | 0.0% | +53.7% | 1.274% | |
| 11/17/2025 | Bank of America Corp DE | 175,247 | $7.44M | 0.0% | -2.8% | 7.010% | |
| 11/14/2025 | Raymond James Financial Inc. | 35,635 | $1.51M | 0.0% | -81.3% | 1.425% | |
| 11/13/2025 | GeoWealth Management LLC | 23,404 | $994K | 0.0% | -4.3% | 0.936% | |
| 11/13/2025 | PFG Advisors | 22,468 | $954K | 0.0% | +7.8% | 0.899% | |
| 11/12/2025 | Lunt Capital Management Inc. | 222,598 | $9.45M | 3.6% | -2.9% | 8.904% | |
| 11/12/2025 | Integrated Advisors Network LLC | 7,058 | $300K | 0.0% | -6.5% | 0.282% | |
| 11/7/2025 | Maridea Wealth Management LLC | 4,613 | $201K | 0.0% | N/A | 0.185% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 30,749 | $1.31M | 0.0% | +27.7% | 1.230% | |
| 10/24/2025 | Trilogy Capital Inc. | 8,910 | $378K | 0.0% | -15.1% | 0.356% | |
| 10/22/2025 | Geneos Wealth Management Inc. | 345,746 | $14.68M | 0.4% | -17.6% | 13.830% | |
| 10/20/2025 | Ergawealth Advisors Inc. | 131,154 | $5.57M | 2.6% | -38.5% | 5.246% | |
| 9/4/2025 | Osaic Holdings Inc. | 37,955 | $1.43M | 0.0% | -53.6% | 1.287% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 419,791 | $15.81M | 0.4% | +25.2% | 14.230% | |
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| 8/15/2025 | Tower Research Capital LLC TRC | 4,584 | $173K | 0.0% | -67.8% | 0.155% | |
| 8/15/2025 | Bank of America Corp DE | 180,233 | $6.79M | 0.0% | -70.3% | 6.110% | |
| 8/14/2025 | Raymond James Financial Inc. | 190,115 | $7.16M | 0.0% | +1.9% | 6.445% | |
| 8/13/2025 | GeoWealth Management LLC | 24,452 | $921K | 0.0% | +6.6% | 0.829% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 29,064 | $1.10M | 0.0% | -11.9% | 0.985% | |
| 8/11/2025 | WBI Investments LLC | 85,841 | $3.23M | 0.8% | -0.3% | 2.910% | |
| 8/7/2025 | PFG Advisors | 20,842 | $785K | 0.0% | +10.7% | 0.707% | |
| 8/6/2025 | Soltis Investment Advisors LLC | 120,986 | $4.56M | 0.4% | -1.1% | 4.101% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 24,082 | $907K | 0.0% | -16.7% | 0.816% | |
| 7/28/2025 | Lunt Capital Management Inc. | 229,256 | $8.63M | 3.3% | +1.4% | 7.642% | |
| 7/22/2025 | Ergawealth Advisors Inc. | 213,430 | $8.04M | 3.6% | -12.5% | 6.885% | |
| 7/18/2025 | Trilogy Capital Inc. | 10,490 | $395K | 0.0% | -4.3% | 0.338% | |
| 5/22/2025 | WBI Investments LLC | 86,117 | $3.00M | 0.8% | +111.5% | 2.266% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 335,364 | $11.67M | 0.4% | -1.8% | 8.825% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 50,461 | $1.76M | 0.0% | +20.8% | 1.328% | |
| 5/15/2025 | Royal Bank of Canada | 43,010 | $1.50M | 0.0% | -52.1% | 1.132% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 32,986 | $1.15M | 0.0% | -6.3% | 0.868% | |
| 5/13/2025 | Raymond James Financial Inc. | 186,642 | $6.50M | 0.0% | +3.9% | 4.912% | |
| 5/13/2025 | HighTower Advisors LLC | 8,290 | $289K | 0.0% | -5.7% | 0.218% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 491,931 | $17.12M | 0.5% | +44.1% | 12.946% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 17,691 | $616K | 0.0% | N/A | 0.466% | |
| 5/7/2025 | LPL Financial LLC | 101,339 | $3.53M | 0.0% | -25.4% | 2.667% | |
| 5/7/2025 | Trilogy Capital Inc. | 10,962 | $382K | 0.0% | -5.8% | 0.288% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 29,940 | $1.04M | 0.0% | +23.0% | 0.788% | |
| 5/6/2025 | PFG Advisors | 18,825 | $655K | 0.0% | -23.7% | 0.495% | |
| 5/5/2025 | Lunt Capital Management Inc. | 226,183 | $7.87M | 2.9% | +6.3% | 5.952% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 28,901 | $1.01M | 0.0% | -39.6% | 0.761% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 71,057 | $2.44M | 0.2% | +11.3% | 1.870% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,844 | $586K | 0.0% | -17.0% | 0.443% | |
| 4/22/2025 | Ergawealth Advisors Inc. | 243,833 | $8.49M | 4.2% | +1.2% | 6.417% | |
| 2/18/2025 | White Knight Strategic Wealth Advisors LLC | 6,300 | $234K | 0.1% | N/A | 0.083% | |
| 2/17/2025 | WBI Investments LLC | 40,713 | $1.51M | 0.4% | -25.6% | 0.536% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 9,843 | $366K | 0.0% | -31.6% | 0.130% | |
| 2/17/2025 | Bank of America Corp DE | 669,756 | $24.90M | 0.0% | -33.1% | 8.813% | |
| 2/17/2025 | Ameriprise Financial Inc. | 225,414 | $8.38M | 0.0% | -50.6% | 2.966% | |
| 2/14/2025 | Jane Street Group LLC | 36,881 | $1.37M | 0.0% | -1.8% | 0.485% | |
| 2/14/2025 | Two Sigma Securities LLC | 10,879 | $404K | 0.1% | N/A | 0.143% | |
| 2/14/2025 | GeoWealth Management LLC | 19,062 | $709K | 0.0% | -1.4% | 0.251% | |
| 2/13/2025 | CreativeOne Wealth LLC | 22,296 | $829K | 0.0% | +10.0% | 0.293% | |
| 2/13/2025 | Raymond James Financial Inc. | 179,642 | $6.68M | 0.0% | N/A | 2.364% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 47,821 | $1.78M | 0.0% | -26.2% | 0.629% | |
| 2/11/2025 | LPL Financial LLC | 135,871 | $5.05M | 0.0% | -5.6% | 1.788% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 24,348 | $905K | 0.0% | +3.6% | 0.320% | |
| 2/7/2025 | PFG Advisors | 24,672 | $917K | 0.1% | -17.7% | 0.325% | |
| 2/7/2025 | HighTower Advisors LLC | 8,795 | $327K | 0.0% | -3.0% | 0.116% | |
| 2/6/2025 | Raymond James Financial Inc. | 179,642 | $6.68M | 0.0% | N/A | 2.364% | |
| 2/5/2025 | Ergawealth Advisors Inc. | 240,844 | $8.95M | 4.4% | +1.8% | 3.169% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 7,412 | $276K | 0.0% | -4.6% | 0.098% | |
| 1/29/2025 | Soltis Investment Advisors LLC | 129,017 | $4.80M | 0.4% | -12.7% | 1.698% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 63,815 | $2.37M | 0.2% | +16.6% | 0.840% | |
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| 1/24/2025 | Lunt Capital Management Inc. | 212,752 | $7.91M | 3.1% | +7.0% | 2.799% | |
| 1/22/2025 | Nilsine Partners LLC | 6,357 | $236K | 0.0% | -15.2% | 0.084% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 341,383 | $12.69M | 0.4% | -1.5% | 4.492% | |
| 11/25/2024 | Sanctuary Advisors LLC | 7,701 | $303K | 0.0% | -46.2% | 0.101% | |
| 11/18/2024 | Soltis Investment Advisors LLC | 147,842 | $5.64M | 0.5% | -3.9% | 1.945% | |
| 11/15/2024 | Jane Street Group LLC | 37,549 | $1.43M | 0.0% | +375.5% | 0.494% | |
| 11/15/2024 | Stifel Financial Corp | 7,999 | $305K | 0.0% | N/A | 0.105% | |
| 11/15/2024 | HighTower Advisors LLC | 9,063 | $344K | 0.0% | -35.9% | 0.119% | |
| 11/1/2024 | Atria Investments Inc | 11,956 | $456K | 0.0% | +22.8% | 0.157% | |
| 10/24/2024 | Lunt Capital Management Inc. | 198,808 | $7.59M | 3.5% | +2.8% | 2.616% | |