| 5/16/2025 | NewEdge Advisors LLC | 236,906 | $6.67M | 0.0% | +7.0% | 2.004% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 175,512 | $4.94M | 0.1% | +27.4% | 1.485% | |
| 5/15/2025 | Royal Bank of Canada | 156,275 | $4.40M | 0.0% | +3.6% | 1.322% | |
| 5/14/2025 | Kestra Advisory Services LLC | 62,356 | $1.76M | 0.0% | +391.1% | 0.528% | |
| 5/14/2025 | Capital Analysts LLC | 6,553 | $185K | 0.0% | +29.9% | 0.055% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 202,069 | $5.69M | 0.1% | +10.8% | 1.710% | |
| 5/13/2025 | Raymond James Financial Inc. | 569,905 | $16.05M | 0.0% | +6.9% | 4.822% | |
| 5/13/2025 | HighTower Advisors LLC | 15,292 | $431K | 0.0% | +35.6% | 0.129% | |
| 5/7/2025 | LPL Financial LLC | 1,390,140 | $39.15M | 0.0% | +235.7% | 11.761% | |
| 5/6/2025 | Cetera Investment Advisers | 111,991 | $3.15M | 0.0% | +267.7% | 0.947% | |
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| 5/6/2025 | Avantax Advisory Services Inc. | 38,990 | $1.10M | 0.0% | N/A | 0.330% | |
| 5/6/2025 | Ascension Capital Advisors Inc. | 1,120,236 | $31.55M | 14.4% | +0.9% | 9.477% | |
| 5/5/2025 | Private Advisor Group LLC | 135,414 | $3.81M | 0.0% | -23.6% | 1.146% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 10,894 | $307K | 0.1% | +10.2% | 0.092% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 416,591 | $11.73M | 0.0% | +48.7% | 3.524% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 7,641 | $215K | 0.0% | -60.1% | 0.065% | |
| 4/28/2025 | DAVENPORT & Co LLC | 14,548 | $410K | 0.0% | -20.5% | 0.123% | |
| 4/25/2025 | Essex Financial Services Inc. | 13,370 | $376K | 0.0% | +6.9% | 0.119% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,506 | $465K | 0.0% | N/A | 0.146% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 9,176 | $258K | 0.0% | -17.8% | 0.081% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 50,092 | $1.41M | 0.0% | -2.1% | 0.444% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 423,434 | $11.92M | 0.0% | -4.5% | 3.757% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 40,781 | $1.15M | 0.0% | -1.8% | 0.362% | |
| 4/14/2025 | Priebe Wealth Holdings LLC | 42,225 | $1.19M | 0.7% | -16.3% | 0.375% | |
| 4/8/2025 | Lantz Financial LLC | 276,952 | $7.80M | 2.1% | +13.7% | 2.457% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 443,615 | $11.80M | 0.0% | +0.2% | 4.631% | |
| 2/17/2025 | Cetera Investment Advisers | 30,457 | $810K | 0.0% | +51.2% | 0.781% | |
| 2/17/2025 | Captrust Financial Advisors | 9,996 | $266K | 0.0% | -8.1% | 0.256% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 137,815 | $3.67M | 0.0% | +0.8% | 3.534% | |
| 2/13/2025 | NewEdge Advisors LLC | 221,359 | $5.89M | 0.0% | -4.5% | 5.676% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 141,670 | $3.77M | 0.0% | +3.5% | 3.633% | |
| 2/13/2025 | Raymond James Financial Inc. | 533,072 | $14.18M | 0.0% | N/A | 13.669% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 280,112 | $7.45M | 0.0% | -54.9% | 7.182% | |
| 2/11/2025 | LPL Financial LLC | 414,076 | $11.01M | 0.0% | +95.5% | 10.617% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 62,322 | $1.76M | 0.0% | N/A | 1.598% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 26,249 | $698K | 0.0% | +48.1% | 0.673% | |
| 2/7/2025 | HighTower Advisors LLC | 11,278 | $300K | 0.0% | N/A | 0.289% | |
| 2/6/2025 | Raymond James Financial Inc. | 533,072 | $14.18M | 0.0% | N/A | 13.669% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 182,389 | $4.85M | 0.0% | +3.1% | 4.677% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 33,127 | $883K | 0.1% | -32.5% | 0.849% | |
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| 2/5/2025 | Private Trust Co. NA | 3,150 | $84K | 0.0% | N/A | 0.081% | |
| 2/5/2025 | Ascension Capital Advisors Inc. | 1,110,399 | $29.54M | 12.9% | +3.5% | 28.472% | |
| 2/3/2025 | Private Advisor Group LLC | 177,194 | $4.71M | 0.0% | -6.4% | 4.543% | |
| 1/31/2025 | Truist Financial Corp | 260,399 | $6.93M | 0.0% | +287.5% | 6.677% | |
| 1/31/2025 | Sanctuary Advisors LLC | 65,202 | $1.81M | 0.0% | -4.8% | 1.672% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 19,141 | $509K | 0.0% | N/A | 0.491% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 10,651 | $283K | 0.0% | N/A | 0.273% | |
| 1/29/2025 | Essex Financial Services Inc. | 12,509 | $333K | 0.0% | N/A | 0.321% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 19,141 | $509K | 0.0% | N/A | 0.491% | |
| 1/24/2025 | DAVENPORT & Co LLC | 18,303 | $487K | 0.0% | -2.0% | 0.469% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 9,885 | $263K | 0.1% | N/A | 0.253% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 11,166 | $297K | 0.0% | -17.6% | 0.286% | |
| 1/21/2025 | Lantz Financial LLC | 243,605 | $6.48M | 1.7% | +9.3% | 6.246% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 51,144 | $1.36M | 0.0% | -55.5% | 1.311% | |
| 1/16/2025 | Priebe Wealth Holdings LLC | 50,425 | $1.34M | 0.9% | +99.1% | 1.293% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 440,398 | $12.29M | 0.0% | -0.5% | 11.292% | |
| 11/25/2024 | Sanctuary Advisors LLC | 68,509 | $1.94M | 0.0% | -6.8% | 1.757% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 136,744 | $3.82M | 0.0% | +1.2% | 3.506% | |
| 11/15/2024 | Hilltop Holdings Inc. | 69,159 | $1.93M | 0.1% | +464.8% | 1.773% | |
| 11/14/2024 | Captrust Financial Advisors | 10,880 | $304K | 0.0% | -12.1% | 0.279% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 136,825 | $3.82M | 0.0% | +0.3% | 3.508% | |
| 10/31/2024 | Ascension Capital Advisors Inc. | 1,072,643 | $29.94M | 14.0% | +8.2% | 27.504% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 114,908 | $3.21M | 0.0% | +154.0% | 2.946% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 442,681 | $12.36M | 0.0% | +2.7% | 11.351% | |
| 10/22/2024 | Private Advisor Group LLC | 189,315 | $5.28M | 0.0% | +30.2% | 4.854% | |
| 10/18/2024 | Raymond James & Associates | 429,644 | $11.99M | 0.0% | +408.1% | 11.017% | |
| 10/15/2024 | NBC Securities Inc. | 7,020 | $195K | 0.0% | N/A | 0.180% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 965 | $27K | 0.0% | N/A | 0.025% | |
| 10/10/2024 | Priebe Wealth Holdings LLC | 25,325 | $707K | 0.5% | +6.7% | 0.649% | |
| 9/5/2024 | Sanctuary Advisors LLC | 73,509 | $1.79M | 0.0% | N/A | 1.885% | |
| 8/21/2024 | Truist Financial Corp | 23,255 | $578K | 0.0% | +6.5% | 0.596% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 191,217 | $4.75M | 0.0% | +1.2% | 4.903% | |
| 8/5/2024 | Private Advisor Group LLC | 145,455 | $3.61M | 0.0% | -7.1% | 3.730% | |
| 8/1/2024 | Claro Advisors LLC | 16,562 | $411K | 0.1% | -22.0% | 0.425% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 17,695 | $440K | 0.0% | +15.7% | 0.454% | |
| 7/19/2024 | Raymond James & Associates | 84,559 | $2.10M | 0.0% | -32.4% | 2.168% | |
| 7/17/2024 | Priebe Wealth Holdings LLC | 23,725 | $589K | 0.5% | +2.2% | 0.608% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 431,046 | $10.71M | 0.0% | +14.8% | 11.052% | |
| 7/10/2024 | Lantz Financial LLC | 159,760 | $3.97M | 1.2% | +24.0% | 4.096% | |
| 7/9/2024 | Kingswood Wealth Advisors LLC | 15,050 | $374K | 0.0% | +64.6% | 0.386% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 45,306 | $1.15M | 0.0% | +35.0% | 1.224% | |
| 4/30/2024 | Private Advisor Group LLC | 156,621 | $3.96M | 0.0% | +27.7% | 4.233% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 73,114 | $1.85M | 0.0% | +62.6% | 1.976% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 375,584 | $9.50M | 0.0% | +1.2% | 14.446% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 9,142 | $231K | 0.0% | N/A | 0.352% | |
| 4/13/2024 | Priebe Wealth Holdings LLC | 23,225 | $587K | 0.5% | +5.4% | 0.893% | |
| 4/10/2024 | Lantz Financial LLC | 128,860 | $3.26M | 1.0% | +28.3% | 4.956% | |
| 2/13/2024 | Platform Technology Partners | 8,657 | $206K | 0.1% | -71.8% | 0.333% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 121,196 | $2.91M | 0.0% | +124.7% | 4.661% | |
| 2/9/2024 | Schneider Downs Wealth Management Advisors LP | 15,242 | $366K | 0.1% | N/A | 0.586% | |
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| 2/8/2024 | Janney Montgomery Scott LLC | 33,566 | $806K | 0.0% | +5.5% | 1.291% | |
| 2/6/2024 | Private Advisor Group LLC | 122,679 | $2.95M | 0.0% | +59.0% | 4.718% | |
| 2/2/2024 | Truist Financial Corp | 19,050 | $457K | 0.0% | N/A | 0.733% | |
| 1/26/2024 | Priebe Wealth Holdings LLC | 22,025 | $529K | 0.4% | N/A | 0.847% | |
| 1/26/2024 | Ascension Capital Advisors Inc. | 876,684 | $21.05M | 13.6% | +1.4% | 33.719% | |
| 1/25/2024 | International Assets Investment Management LLC | 45,619 | $1.10M | 0.0% | N/A | 1.755% | |
| 1/24/2024 | International Assets Investment Management LLC | 45,619 | $1.10M | 0.0% | N/A | 1.755% | |
| 1/23/2024 | DAVENPORT & Co LLC | 16,437 | $395K | 0.0% | +34.8% | 0.632% | |
| 1/22/2024 | Claro Advisors LLC | 21,219 | $509K | 0.1% | -11.7% | 0.816% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 44,976 | $1.08M | 0.0% | +12.5% | 1.730% | |
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