| 9/2/2026 | Citadel Advisors LLC | 7,927 | $312K | 0.0% | +3.8% | 0.260% | |
| 8/21/2026 | Bedel Financial Consulting Inc. | 6,794 | $267K | 0.0% | -7.9% | 0.223% | |
| 5/18/2026 | Sunbelt Securities Inc. | 205,710 | $7.41M | 0.5% | -17.4% | 13.534% | |
| 5/13/2026 | Cetera Investment Advisers | 63,539 | $2.29M | 0.0% | N/A | 4.180% | |
| 5/6/2026 | FSA Advisors Inc. | 6,043 | $218K | 0.1% | -64.1% | 0.398% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 7,373 | $265K | 0.0% | -13.0% | 0.485% | |
| 4/30/2026 | Kestra Advisory Services LLC | 5,842 | $210K | 0.0% | +25.8% | 0.384% | |
| 4/16/2026 | Cambridge Advisors Inc. | 86,065 | $3.10M | 0.6% | -0.5% | 5.662% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 75,524 | $2.72M | 0.1% | +1.5% | 4.969% | |
| 2/20/2026 | Sunbelt Securities Inc. | 248,911 | $9.24M | 0.6% | -3.9% | 16.376% | |
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| 2/18/2026 | OLD Mission Capital LLC | 21,618 | $803K | 0.0% | +55.3% | 1.422% | |
| 2/17/2026 | Osaic Holdings Inc. | 6,202 | $230K | 0.0% | -10.5% | 0.408% | |
| 2/16/2026 | Barclays PLC | 807 | $30K | 0.0% | -80.2% | 0.053% | |
| 2/13/2026 | Kestra Advisory Services LLC | 4,644 | $172K | 0.0% | N/A | 0.306% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 75,743 | $2.81M | 0.0% | -6.9% | 4.983% | |
| 2/12/2026 | Principal Securities Inc. | 18,893 | $701K | 0.0% | +6.3% | 1.243% | |
| 2/11/2026 | LPL Financial LLC | 33,072 | $1.23M | 0.0% | -9.1% | 2.176% | |
| 2/11/2026 | Vista Cima Wealth Management LLC | 37,178 | $1.38M | 1.2% | -1.2% | 2.446% | |
| 2/9/2026 | Valtinson Bruner Financial Planning LLC | 49,786 | $1.85M | 0.5% | -0.9% | 3.275% | |
| 2/6/2026 | Signature Estate & Investment Advisors LLC | 19,335 | $718K | 0.0% | +4.5% | 1.272% | |
| 2/4/2026 | OFC Financial Planning LLC | 31,892 | $1.18M | 1.1% | +6.2% | 2.098% | |
| 2/3/2026 | Triton Financial Group Inc | 44,402 | $1.65M | 1.1% | -1.7% | 2.921% | |
| 2/3/2026 | D.B. Root & Company LLC | 221,970 | $8.24M | 2.0% | +2.8% | 14.603% | |
| 2/2/2026 | FSA Advisors Inc. | 16,852 | $626K | 0.1% | +160.5% | 1.109% | |
| 1/28/2026 | Bedel Financial Consulting Inc. | 8,471 | $315K | 0.0% | -15.8% | 0.557% | |
| 1/26/2026 | Merit Financial Group LLC | 7,678 | $285K | 0.0% | -15.9% | 0.505% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 36,294 | $1.35M | 0.1% | +1.5% | 2.388% | |
| 1/21/2026 | Cambridge Advisors Inc. | 86,485 | $3.21M | 0.6% | -1.2% | 5.690% | |
| 1/21/2026 | KFG Wealth Management LLC | 5,669 | $210K | 0.0% | -32.2% | 0.373% | |
| 12/2/2025 | Allworth Financial LP | 2,054 | $75K | 0.0% | +70.6% | 0.133% | |
| 11/19/2025 | Sunbelt Securities Inc. | 258,902 | $9.42M | 0.7% | +13.8% | 16.703% | |
| 11/17/2025 | Susquehanna International Group LLP | 13,877 | $505K | 0.0% | -9.8% | 0.895% | |
| 11/17/2025 | OFC Financial Planning LLC | 30,043 | $1.09M | 1.1% | -1.6% | 1.938% | |
| 11/17/2025 | Citadel Advisors LLC | 20,916 | $761K | 0.0% | +31.2% | 1.349% | |
| 11/14/2025 | Vista Cima Wealth Management LLC | 37,647 | $1.37M | 1.1% | +8.9% | 2.429% | |
| 11/12/2025 | FSA Advisors Inc. | 6,469 | $235K | 0.2% | -5.9% | 0.417% | |
| 11/12/2025 | Diversify Wealth Management LLC | 7,847 | $289K | 0.0% | -8.0% | 0.506% | |
| 11/7/2025 | Bedel Financial Consulting Inc. | 10,059 | $366K | 0.0% | -2.8% | 0.649% | |
| 11/6/2025 | Assetmark Inc. | 1,299 | $47K | 0.0% | N/A | 0.084% | |
| 11/6/2025 | D.B. Root & Company LLC | 215,832 | $7.85M | 2.0% | -1.9% | 13.925% | |
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| 11/5/2025 | Signature Estate & Investment Advisors LLC | 18,506 | $673K | 0.0% | +7.3% | 1.194% | |
| 11/5/2025 | Capital Investment Advisory Services LLC | 35,766 | $1.30M | 0.1% | +0.9% | 2.307% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 26,902 | $978K | 0.0% | +1.1% | 1.736% | |
| 11/3/2025 | Triton Financial Group Inc | 45,162 | $1.64M | 1.1% | +3.9% | 2.914% | |
| 10/29/2025 | Rovin Capital UT ADV | 102,403 | $3.72M | 1.0% | -1.6% | 6.607% | |
| 10/28/2025 | Nations Financial Group Inc. IA ADV | 74,611 | $2.71M | 0.2% | +13.3% | 4.814% | |
| 10/20/2025 | Merit Financial Group LLC | 9,130 | $332K | 0.0% | -11.5% | 0.589% | |
| 10/15/2025 | Brookstone Capital Management | 27,715 | $1.01M | 0.0% | -1.6% | 1.788% | |
| 9/4/2025 | Osaic Holdings Inc. | 6,929 | $239K | 0.0% | -11.6% | 0.447% | |
| 8/15/2025 | Captrust Financial Advisors | 5,950 | $206K | 0.0% | N/A | 0.384% | |
| 8/14/2025 | Diversify Wealth Management LLC | 8,530 | $303K | 0.0% | -6.8% | 0.550% | |
| 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% | |
| 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% | |
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| 1/30/2025 | Principal Securities Inc. | 20,577 | $683K | 0.0% | -11.3% | 1.124% | |
| 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% | |
