| 5/18/2026 | Sunbelt Securities Inc. | 5,723 | $171K | 0.0% | -6.1% | 0.189% | |
| 5/15/2026 | Wealth Alliance LLC | 11,092 | $331K | 0.0% | -3.3% | 0.366% | |
| 5/13/2026 | Cetera Investment Advisers | 27,696 | $828K | 0.0% | +4.5% | 0.914% | |
| 5/2/2026 | Arlington Capital Management Inc. | 10,690 | $319K | 0.2% | +32.9% | 0.353% | |
| 5/1/2026 | Corrado Advisors LLC | 135,801 | $4.06M | 2.1% | +29.4% | 4.482% | |
| 4/30/2026 | Kestra Advisory Services LLC | 52,592 | $1.57M | 0.0% | +6.8% | 1.736% | |
| 4/28/2026 | Berger Financial Group Inc | 9,979 | $298K | 0.0% | -6.2% | 0.336% | |
| 4/16/2026 | Founders Financial Securities LLC | 15,693 | $493K | 0.0% | +18.3% | 0.599% | |
| 3/13/2026 | World Investment Advisors | 13,716 | $407K | 0.0% | N/A | 0.555% | |
| 2/20/2026 | Sunbelt Securities Inc. | 6,093 | $181K | 0.0% | -5.5% | 0.247% | |
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| 2/19/2026 | BFI Wealth Solutions LLC | 31,479 | $935K | 0.9% | N/A | 1.274% | |
| 2/18/2026 | OLD Mission Capital LLC | 6,841 | $203K | 0.0% | N/A | 0.277% | |
| 2/17/2026 | Cetera Investment Advisers | 26,511 | $787K | 0.0% | -2.8% | 1.073% | |
| 2/17/2026 | Osaic Holdings Inc. | 47,300 | $1.41M | 0.0% | -6.4% | 1.915% | |
| 2/13/2026 | Kestra Advisory Services LLC | 49,222 | $1.46M | 0.0% | -9.2% | 1.993% | |
| 2/13/2026 | Safe Harbor Wealth Advisors LLC | 90,857 | $2.73M | 2.7% | N/A | 3.678% | |
| 2/13/2026 | WPWealth LLP | 48,705 | $1.45M | 0.2% | -1.0% | 1.972% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 50,028 | $1.49M | 0.0% | -2.5% | 2.025% | |
| 2/11/2026 | Winnow Wealth LLC | 7,651 | $230K | 0.2% | -12.5% | 0.310% | |
| 2/11/2026 | LPL Financial LLC | 17,134 | $509K | 0.0% | +21.8% | 0.694% | |
| 2/11/2026 | Tradition Wealth Management LLC | 137,955 | $4.10M | 0.3% | -4.2% | 5.585% | |
| 2/10/2026 | Founders Financial Securities LLC | 13,262 | $394K | 0.0% | +16.5% | 0.537% | |
| 2/10/2026 | Corrado Advisors LLC | 104,916 | $3.12M | 1.6% | -0.5% | 4.248% | |
| 2/4/2026 | World Investment Advisors | 13,716 | $407K | 0.0% | N/A | 0.555% | |
| 2/3/2026 | AssuredPartners Investment Advisors LLC | 97,091 | $2.88M | 0.4% | +600.8% | 3.931% | |
| 2/3/2026 | Liberty Atlantic Advisors LLC | 14,797 | $439K | 0.4% | N/A | 0.599% | |
| 1/27/2026 | PFG Advisors | 7,578 | $225K | 0.0% | +5.1% | 0.307% | |
| 1/27/2026 | Berger Financial Group Inc | 10,639 | $316K | 0.0% | -14.1% | 0.431% | |
| 1/26/2026 | CWM LLC | 2,405 | $71K | 0.0% | -28.7% | 0.097% | |
| 1/9/2026 | First Heartland Consultants Inc. | 25,577 | $760K | 0.1% | +6.2% | 1.036% | |
| 1/8/2026 | Gradient Investments LLC | 424,454 | $12.61M | 0.2% | +2.6% | 17.184% | |
| 1/6/2026 | Arlington Capital Management Inc. | 8,044 | $239K | 0.1% | N/A | 0.307% | |
| 11/19/2025 | Sunbelt Securities Inc. | 6,447 | $188K | 0.0% | -5.3% | 0.245% | |
| 11/17/2025 | Susquehanna International Group LLP | 32,667 | $952K | 0.0% | +13.6% | 1.242% | |
| 11/17/2025 | Citadel Advisors LLC | 41,754 | $1.22M | 0.0% | N/A | 1.588% | |
| 11/14/2025 | Raymond James Financial Inc. | 26,784 | $781K | 0.0% | -7.9% | 1.018% | |
| 11/14/2025 | Diligent Investors LLC | 11,398 | $332K | 0.1% | -8.8% | 0.433% | |
| 11/13/2025 | SageView Advisory Group LLC | 108,386 | $3.16M | 0.1% | +16.5% | 4.121% | |
| 11/13/2025 | PFG Advisors | 7,213 | $210K | 0.0% | -10.3% | 0.274% | |
| 11/10/2025 | First Heartland Consultants Inc. | 24,082 | $702K | 0.1% | +2.9% | 0.916% | |
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| 11/7/2025 | Wealth Alliance LLC | 11,468 | $334K | 0.0% | -4.4% | 0.436% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 22,081 | $644K | 0.0% | +3.2% | 0.827% | |
| 11/4/2025 | Winnow Wealth LLC | 8,743 | $262K | 0.2% | N/A | 0.327% | |
| 10/15/2025 | Founders Financial Securities LLC | 11,380 | $332K | 0.0% | +26.1% | 0.418% | |
| 10/14/2025 | Berger Financial Group Inc | 12,386 | $361K | 0.0% | -3.2% | 0.455% | |
| 10/6/2025 | Gradient Investments LLC | 413,893 | $12.07M | 0.2% | +2.6% | 15.217% | |
| 10/6/2025 | AssuredPartners Investment Advisors LLC | 13,854 | $404K | 0.1% | -24.7% | 0.509% | |
| 9/4/2025 | Osaic Holdings Inc. | 51,480 | $1.44M | 0.0% | +91.8% | 1.852% | |
| 8/14/2025 | Raymond James Financial Inc. | 29,081 | $814K | 0.0% | +105.3% | 1.046% | |
| 8/13/2025 | SageView Advisory Group LLC | 93,013 | $2.63M | 0.1% | +63.7% | 3.346% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 13,577 | $380K | 0.0% | +40.5% | 0.488% | |
| 8/8/2025 | Cetera Investment Advisers | 24,413 | $683K | 0.0% | +7.4% | 0.880% | |
| 8/8/2025 | Wealth Alliance LLC | 11,999 | $336K | 0.0% | +19.9% | 0.432% | |
| 8/7/2025 | PFG Advisors | 8,041 | $225K | 0.0% | N/A | 0.290% | |
| 8/1/2025 | Corrado Advisors LLC | 105,764 | $2.96M | 1.8% | +30.2% | 3.811% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 21,403 | $599K | 0.0% | +2.7% | 0.771% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 18,410 | $515K | 0.1% | -80.8% | 0.663% | |
| 7/29/2025 | Straight Path Wealth Management | 10,079 | $282K | 0.1% | +14.1% | 0.363% | |
| 7/28/2025 | Harbour Investments Inc. | 8,584 | $240K | 0.0% | +2,517.1% | 0.309% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 36,308 | $1.02M | 0.4% | N/A | 1.308% | |
| 7/24/2025 | IFP Advisors Inc | 3,127 | $87K | 0.0% | +157.4% | 0.113% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 21,829 | $611K | 0.1% | -32.0% | 0.771% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 11,234 | $314K | 0.0% | +4.7% | 0.398% | |
| 7/16/2025 | Signaturefd LLC | 11,324 | $317K | 0.0% | N/A | 0.401% | |
| 7/8/2025 | Gradient Investments LLC | 403,381 | $11.29M | 0.2% | N/A | 14.031% | |
| 7/1/2025 | Private Client Services LLC | 29,663 | $830K | 0.3% | N/A | 1.030% | |
| 5/19/2025 | SageView Advisory Group LLC | 56,820 | $1.51M | 0.1% | +16.5% | 1.973% | |
| 5/14/2025 | Kestra Advisory Services LLC | 45,052 | $1.20M | 0.0% | -24.4% | 1.638% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 7,319 | $194K | 0.3% | +7.6% | 0.266% | |
| 5/12/2025 | Berger Financial Group Inc | 12,810 | $340K | 0.0% | -43.8% | 0.466% | |
| 5/7/2025 | First Heartland Consultants Inc. | 22,237 | $590K | 0.1% | -5.7% | 0.809% | |
| 5/6/2025 | Cetera Investment Advisers | 22,733 | $603K | 0.0% | -2.1% | 0.827% | |
| 5/1/2025 | Corrado Advisors LLC | 81,218 | $2.16M | 1.4% | -0.6% | 2.953% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 20,842 | $553K | 0.0% | +2.1% | 0.758% | |
| 4/28/2025 | Global Strategic Investment Solutions LLC | 32,085 | $851K | 0.1% | -10.9% | 1.167% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 95,732 | $2.54M | 0.5% | -1.4% | 4.293% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 10,791 | $286K | 0.0% | -6.2% | 0.484% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 1,798 | $48K | 0.0% | -18.2% | 0.081% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 10,734 | $285K | 0.0% | -32.9% | 0.481% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,185 | $31K | 0.0% | N/A | 0.053% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 3,531 | $91K | 0.0% | N/A | 0.161% | |
| 2/18/2025 | First Heartland Consultants Inc. | 23,582 | $610K | 0.1% | -2.2% | 0.726% | |
| 2/17/2025 | Cetera Investment Advisers | 23,210 | $600K | 0.0% | -8.3% | 0.714% | |
| 2/17/2025 | Citadel Advisors LLC | 16,456 | $426K | 0.0% | N/A | 0.506% | |
| 2/14/2025 | Berger Financial Group Inc | 22,791 | $590K | 0.0% | -13.0% | 0.701% | |
| 2/14/2025 | WPWealth LLP | 10,672 | $276K | 0.1% | -21.8% | 0.328% | |
| 2/14/2025 | Tradition Wealth Management LLC | 146,776 | $3.80M | 0.3% | -1.1% | 4.516% | |
| 2/13/2025 | Raymond James Financial Inc. | 15,995 | $414K | 0.0% | N/A | 0.492% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 20,415 | $528K | 0.0% | -4.2% | 0.628% | |
| 2/12/2025 | OLD Mission Capital LLC | 11,756 | $304K | 0.0% | N/A | 0.362% | |
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| 2/12/2025 | AssuredPartners Investment Advisors LLC | 97,131 | $2.51M | 0.5% | N/A | 2.989% | |
| 2/11/2025 | LPL Financial LLC | 15,090 | $390K | 0.0% | -7.9% | 0.464% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 14,686 | $380K | 0.1% | -9.4% | 0.452% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 58,312 | $1.51M | 0.0% | -11.6% | 1.794% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 9,882 | $256K | 0.0% | -16.9% | 0.304% | |
| 2/7/2025 | HighTower Advisors LLC | 10,461 | $271K | 0.0% | -11.0% | 0.322% | |
| 2/6/2025 | Raymond James Financial Inc. | 15,995 | $414K | 0.0% | N/A | 0.492% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 9,966 | $258K | 0.0% | +44.5% | 0.307% | |
| 2/6/2025 | Global Strategic Investment Solutions LLC | 36,013 | $932K | 0.1% | -14.8% | 1.108% | |
| 2/5/2025 | Corrado Advisors LLC | 81,724 | $2.11M | 1.4% | -5.8% | 2.515% | |
