| 8/6/2025 | Rovin Capital UT ADV | 104,092 | $3.60M | 1.1% | -4.6% | 6.506% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 26,622 | $920K | 0.0% | +6.4% | 1.664% | |
| 7/30/2025 | Freedom Investment Management Inc. | 27,109 | $936K | 0.1% | -5.8% | 1.694% | |
| 7/30/2025 | Brookstone Capital Management | 28,161 | $973K | 0.0% | -88.8% | 1.760% | |
| 7/30/2025 | Triton Financial Group Inc | 43,473 | $1.50M | 1.1% | N/A | 2.717% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 17,250 | $596K | 0.0% | -2.8% | 1.078% | |
| 7/22/2025 | D.B. Root & Company LLC | 220,024 | $7.60M | 2.2% | +15.7% | 13.752% | |
| 7/16/2025 | Cambridge Advisors Inc. | 87,810 | $3.03M | 0.6% | -3.1% | 5.488% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 33,034 | $1.07M | 0.8% | -1.0% | 2.002% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 17,753 | $574K | 0.0% | +9.7% | 1.076% | |
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| 5/15/2025 | OLD Mission Capital LLC | 22,882 | $740K | 0.0% | +132.6% | 1.116% | |
| 5/14/2025 | Freedom Investment Management Inc. | 28,781 | $931K | 0.1% | +19.5% | 1.404% | |
| 5/14/2025 | OFC Financial Planning LLC | 30,340 | $981K | 1.1% | +1.4% | 1.480% | |
| 5/14/2025 | D.B. Root & Company LLC | 190,120 | $6.15M | 2.0% | +7.6% | 9.274% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 59,429 | $1.92M | 0.1% | +14.1% | 2.899% | |
| 5/13/2025 | HighTower Advisors LLC | 25,166 | $814K | 0.0% | +3.2% | 1.228% | |
| 5/8/2025 | FSA Advisors Inc. | 6,982 | $222K | 0.2% | N/A | 0.341% | |
| 5/7/2025 | Bedel Financial Consulting Inc. | 12,319 | $398K | 0.1% | -5.2% | 0.601% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 25,010 | $809K | 0.0% | +2.9% | 1.220% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 43,243 | $1.40M | 0.1% | -1.4% | 2.109% | |
| 4/29/2025 | Brookstone Capital Management | 251,319 | $8.13M | 0.1% | +4.6% | 12.259% | |
| 4/28/2025 | Rovin Capital UT ADV | 109,134 | $3.53M | 1.1% | N/A | 5.324% | |
| 4/11/2025 | KFG Wealth Management LLC | 8,023 | $260K | 0.0% | +8.8% | 0.382% | |
| 4/9/2025 | Merit Financial Group LLC | 14,395 | $466K | 0.0% | -15.2% | 0.685% | |
| 3/10/2025 | Capstone Triton Financial Group LLC | 36,719 | $1.22M | 0.8% | +5.7% | 1.749% | |
| 2/18/2025 | Sunbelt Securities Inc. | 227,572 | $7.60M | 0.7% | +15.0% | 12.436% | |
| 2/17/2025 | Vista Cima Wealth Management LLC | 33,370 | $1.11M | 1.2% | N/A | 1.823% | |
| 2/17/2025 | Citadel Advisors LLC | 8,376 | $278K | 0.0% | N/A | 0.458% | |
| 2/14/2025 | Freedom Investment Management Inc. | 24,075 | $800K | 0.1% | -7.7% | 1.316% | |
| 2/13/2025 | Barclays PLC | 4,359 | $145K | 0.0% | -19.3% | 0.238% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 24,300 | $807K | 0.0% | -11.8% | 1.328% | |
| 2/12/2025 | OLD Mission Capital LLC | 9,837 | $327K | 0.0% | N/A | 0.538% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 16,182 | $537K | 0.0% | N/A | 0.884% | |
| 2/11/2025 | LPL Financial LLC | 44,654 | $1.48M | 0.0% | -15.0% | 2.440% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 50,334 | $1.67M | 0.6% | -6.3% | 2.750% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 77,260 | $2.57M | 0.0% | -4.1% | 4.222% | |
| 2/7/2025 | HighTower Advisors LLC | 24,396 | $810K | 0.0% | +57.8% | 1.333% | |
| 2/6/2025 | Bedel Financial Consulting Inc. | 12,989 | $443K | 0.1% | -3.5% | 0.710% | |
| 1/30/2025 | Allworth Financial LP | 1,204 | $41K | 0.0% | N/A | 0.066% | |
| 1/30/2025 | Principal Securities Inc. | 20,577 | $683K | 0.0% | -11.3% | 1.124% | |
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| 1/30/2025 | Nations Financial Group Inc. IA ADV | 52,095 | $1.73M | 0.1% | +10.2% | 2.847% | |
| 1/24/2025 | OFC Financial Planning LLC | 29,926 | $994K | 1.0% | N/A | 1.635% | |
| 1/21/2025 | KFG Wealth Management LLC | 7,377 | $245K | 0.0% | N/A | 0.403% | |
| 1/17/2025 | D.B. Root & Company LLC | 176,772 | $5.87M | 1.9% | +5.0% | 9.660% | |
| 1/16/2025 | Cambridge Advisors Inc. | 90,961 | $3.02M | 0.7% | -1.6% | 4.971% | |
| 1/15/2025 | Merit Financial Group LLC | 16,981 | $564K | 0.0% | N/A | 0.928% | |
| 1/13/2025 | Brookstone Capital Management | 240,310 | $7.98M | 0.1% | -0.4% | 13.132% | |
| 11/19/2024 | Barclays PLC | 5,404 | $177K | 0.0% | N/A | 0.295% | |
| 11/18/2024 | Sunbelt Securities Inc. | 197,835 | $6.47M | 0.6% | -1.5% | 10.811% | |
| 11/15/2024 | Barclays PLC | 5,404 | $177K | 0.0% | N/A | 0.295% | |
| 11/15/2024 | HighTower Advisors LLC | 15,457 | $507K | 0.0% | +8.9% | 0.845% | |
| 11/13/2024 | Freedom Investment Management Inc. | 26,077 | $853K | 0.1% | +31.3% | 1.425% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 47,275 | $1.55M | 0.1% | +5.2% | 2.583% | |
| 10/31/2024 | D.B. Root & Company LLC | 168,377 | $5.51M | 1.8% | +21.6% | 9.201% | |
| 10/25/2024 | Diversify Wealth Management LLC | 9,369 | $307K | 0.0% | N/A | 0.512% | |
| 10/25/2024 | Capstone Triton Financial Group LLC | 34,755 | $1.14M | 0.7% | +11.2% | 1.899% | |
| 10/24/2024 | FSA Advisors Inc. | 7,939 | $260K | 0.3% | +8.9% | 0.434% | |
| 10/23/2024 | Cambridge Advisors Inc. | 92,430 | $3.02M | 0.7% | +2.0% | 5.051% | |
| 10/8/2024 | Brookstone Capital Management | 241,163 | $7.89M | 0.1% | +6.4% | 13.178% | |
| 8/16/2024 | Sunbelt Securities Inc. | 200,754 | $6.30M | 0.6% | +10.8% | 10.970% | |
| 8/13/2024 | Capstone Triton Financial Group LLC | 31,261 | $981K | 0.7% | -7.7% | 1.708% | |
| 8/6/2024 | Chris Bulman Inc | 4,967 | $156K | 0.1% | N/A | 0.271% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 4,075 | $128K | 0.0% | -16.4% | 0.223% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 77,096 | $2.42M | 0.0% | -3.4% | 4.213% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 44,956 | $1.41M | 0.1% | -1.7% | 2.457% | |
| 7/27/2024 | Zimmermann Investment Management & Planning LLC | 12,720 | $399K | 0.1% | +4.1% | 0.695% | |
| 7/18/2024 | Brookstone Capital Management | 226,672 | $7.21M | 0.1% | -5.4% | 12.386% | |
| 7/15/2024 | D.B. Root & Company LLC | 138,522 | $4.35M | 1.5% | +73.5% | 7.570% | |
| 7/11/2024 | Cambridge Advisors Inc. | 90,653 | $2.84M | 0.7% | -4.0% | 4.954% | |
| 5/15/2024 | Transcendent Capital Group LLC | 1,391 | $42K | 0.0% | N/A | 0.076% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 11,870 | $359K | 0.1% | -23.6% | 0.649% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 79,804 | $2.42M | 0.0% | +6.8% | 4.483% | |
| 4/24/2024 | Krilogy Financial LLC | 26,205 | $793K | 0.1% | -4.7% | 1.472% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 45,756 | $1.38M | 0.1% | +5.9% | 2.571% | |
| 4/17/2024 | D.B. Root & Company LLC | 79,857 | $2.42M | 0.8% | +47.8% | 5.324% | |
| 4/16/2024 | Cambridge Advisors Inc. | 94,429 | $2.86M | 0.7% | -0.6% | 6.295% | |
| 4/15/2024 | Brookstone Capital Management | 239,523 | $7.25M | 0.1% | +4.7% | 15.968% | |
| 4/15/2024 | Sunbelt Securities Inc. | 181,204 | $5.48M | 0.6% | +721.6% | 12.080% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 43,196 | $1.23M | 0.1% | +6.3% | 2.880% | |
| 2/8/2024 | Bedel Financial Consulting Inc. | 15,544 | $442K | 0.1% | -7.3% | 1.036% | |
| 2/7/2024 | Principal Securities Inc. | 13,741 | $391K | 0.0% | N/A | 0.916% | |
| 2/1/2024 | Capital Investment Advisory Services LLC | 44,935 | $1.28M | 0.1% | +2.9% | 2.996% | |
| 1/22/2024 | Zimmermann Investment Management & Planning LLC | 12,434 | $354K | 0.1% | +11.0% | 0.829% | |
| 1/17/2024 | Cambridge Advisors Inc. | 94,998 | $2.70M | 0.7% | +9.7% | 6.333% | |
| 1/16/2024 | D.B. Root & Company LLC | 54,015 | $1.54M | 0.6% | -1.0% | 3.601% | |
| 1/11/2024 | Brookstone Capital Management | 228,731 | $6.51M | 0.1% | N/A | 15.249% | |
| 1/9/2024 | Capstone Triton Financial Group LLC | 35,335 | $1.01M | 0.7% | -45.2% | 2.356% | |
| 12/11/2023 | Sunbelt Securities Inc. | 5,090 | $134K | 0.0% | +10.2% | 0.339% | |
| 11/4/2023 | D.B. Root & Company LLC | 54,552 | $1.44M | 0.6% | +585.6% | 3.637% | |
| 11/2/2023 | Capital Investment Advisory Services LLC | 43,683 | $1.15M | 0.1% | N/A | 2.912% | |
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| 10/31/2023 | Zimmermann Investment Management & Planning LLC | 11,199 | $296K | 0.1% | +17.6% | 0.747% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 71,645 | $1.89M | 0.0% | +13.4% | 4.776% | |
| 10/18/2023 | Cambridge Advisors Inc. | 86,629 | $2.29M | 0.6% | +8.5% | 5.775% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 63,155 | $1.71M | 0.0% | +0.8% | 4.210% | |
| 8/4/2023 | IFP Advisors Inc | 1,000 | $25K | 0.0% | +100.0% | 0.081% | |
| 7/19/2023 | Krilogy Financial LLC | 27,505 | $745K | 0.1% | N/A | 2.236% | |
| 7/18/2023 | D.B. Root & Company LLC | 7,957 | $216K | 0.1% | N/A | 0.647% | |
| 7/13/2023 | Zimmermann Investment Management & Planning LLC | 9,522 | $258K | 0.1% | N/A | 0.774% | |
| 7/13/2023 | Cambridge Advisors Inc. | 79,817 | $2.16M | 0.6% | +2.2% | 6.489% | |
| 5/5/2023 | Valtinson Bruner Financial Planning LLC | 54,339 | $1.38M | 0.8% | -1.6% | 4.528% | |
