| 8/25/2026 | Kingsbury Capital Investment Advisors LLC | 5,143 | $578K | 0.5% | -30.6% | 0.384% | |
| 8/23/2026 | Hutchens & Kramer Investment Management Group LLC | 41,097 | $4.62M | 1.3% | +2.9% | 3.067% | |
| 7/7/2026 | CoreCap Advisors LLC | 2,591 | $291K | 0.0% | -85.4% | 0.193% | |
| 5/19/2026 | Bank of America Corp DE | 2,854 | $244K | 0.0% | +100.3% | 0.223% | |
| 5/13/2026 | Cetera Investment Advisers | 10,157 | $869K | 0.0% | +206.1% | 0.794% | |
| 5/12/2026 | Phillip James Consulting Co. | 1,197 | $109K | 0.1% | N/A | 0.094% | |
| 5/5/2026 | Wealthfront Advisers LLC | 4,137 | $354K | 0.0% | -18.3% | 0.323% | |
| 4/17/2026 | WealthBridge Capital Management LLC | 10,297 | $881K | 0.2% | -3.7% | 0.824% | |
| 2/17/2026 | Cetera Investment Advisers | 3,318 | $283K | 0.0% | N/A | 0.270% | |
| 2/13/2026 | Kestra Advisory Services LLC | 932 | $79K | 0.0% | N/A | 0.076% | |
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| 2/11/2026 | Hughes Financial Services LLC | 36,924 | $3.15M | 0.5% | -0.9% | 3.002% | |
| 2/11/2026 | LPL Financial LLC | 157,217 | $13.42M | 0.0% | -19.8% | 12.782% | |
| 2/10/2026 | Frederick Financial Consultants LLC | 153,429 | $13.09M | 7.2% | -1.6% | 12.474% | |
| 2/5/2026 | Allworth Financial LP | 679 | $58K | 0.0% | N/A | 0.055% | |
| 1/30/2026 | Wealthfront Advisers LLC | 5,066 | $432K | 0.0% | +3.9% | 0.412% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 300 | $26K | 0.0% | N/A | 0.025% | |
| 1/26/2026 | CWM LLC | 894 | $76K | 0.0% | N/A | 0.073% | |
| 1/13/2026 | CoreCap Advisors LLC | 18,009 | $1.54M | 0.1% | -4.1% | 1.652% | |
| 1/8/2026 | Hutchens & Kramer Investment Management Group LLC | 5,636 | $481K | 0.2% | N/A | 0.517% | |
| 1/6/2026 | WealthCare Investment Partners LLC | 4,105 | $356K | 0.1% | -5.9% | 0.377% | |
| 11/17/2025 | Hughes Financial Services LLC | 37,275 | $3.25M | 0.5% | -5.2% | 3.389% | |
| 11/17/2025 | Bank of America Corp DE | 1,751 | $150K | 0.0% | +1,075.2% | 0.159% | |
| 11/14/2025 | Raymond James Financial Inc. | 9,481 | $811K | 0.0% | +22.9% | 0.862% | |
| 11/14/2025 | Virtu Financial LLC | 4,482 | $383K | 0.0% | -9.6% | 0.407% | |
| 11/13/2025 | UBS Group AG | 24,434 | $2.09M | 0.0% | +3.4% | 2.221% | |
| 11/13/2025 | BNP Paribas Financial Markets | 10,000 | $856K | 0.0% | N/A | 0.909% | |
| 11/12/2025 | USAdvisors Wealth Management LLC | 3,732 | $318K | 0.1% | N/A | 0.339% | |
| 11/7/2025 | WealthCare Investment Partners LLC | 4,363 | $377K | 0.1% | -11.6% | 0.397% | |
| 11/7/2025 | WealthBridge Capital Management LLC | 10,697 | $915K | 0.2% | -1.8% | 0.972% | |
| 11/6/2025 | Wealthfront Advisers LLC | 4,874 | $417K | 0.0% | +4.6% | 0.443% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 6,836 | $585K | 0.0% | +4.8% | 0.621% | |
| 10/22/2025 | CoreCap Advisors LLC | 18,781 | $1.61M | 0.1% | +8.3% | 1.707% | |
| 10/14/2025 | Farther Finance Advisors LLC | 1,277 | $109K | 0.0% | N/A | 0.117% | |
| 9/4/2025 | Osaic Holdings Inc. | 2,940 | $223K | 0.0% | +144.4% | 0.291% | |
| 8/13/2025 | Baird Financial Group Inc. | 7,063 | $537K | 0.0% | +5.6% | 0.699% | |
| 8/12/2025 | WealthBridge Capital Management LLC | 10,896 | $828K | 0.2% | +1.9% | 1.079% | |
| 8/7/2025 | Hughes Financial Services LLC | 39,330 | $3.05M | 0.5% | -87.8% | 3.894% | |
| 8/5/2025 | Frederick Financial Consultants LLC | 155,355 | $11.80M | 7.3% | +2.3% | 15.382% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 6,521 | $495K | 0.0% | -3.5% | 0.646% | |
| 7/31/2025 | Wealthfront Advisers LLC | 4,661 | $354K | 0.0% | +20.5% | 0.461% | |
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| 7/30/2025 | Freedom Investment Management Inc. | 6,385 | $485K | 0.0% | +3.9% | 0.632% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 4,936 | $380K | 0.1% | -37.5% | 0.509% | |
| 5/20/2025 | Focus Partners Wealth | 5,949 | $374K | 0.0% | +64.7% | 0.601% | |
| 5/15/2025 | Baird Financial Group Inc. | 6,691 | $420K | 0.0% | N/A | 0.625% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 851 | $53K | 0.0% | N/A | 0.080% | |
| 5/12/2025 | Virtu Financial LLC | 8,076 | $507K | 0.0% | N/A | 0.755% | |
| 5/7/2025 | LPL Financial LLC | 187,845 | $11.79M | 0.0% | -2.8% | 17.556% | |
| 5/2/2025 | Frederick Financial Consultants LLC | 151,818 | $9.53M | 6.9% | +0.9% | 14.189% | |
| 5/2/2025 | Wealthfront Advisers LLC | 3,867 | $243K | 0.0% | N/A | 0.361% | |
| 5/1/2025 | Hughes Financial Services LLC | 321,328 | $20.27M | 4.0% | -0.3% | 30.031% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 6,756 | $424K | 0.0% | -48.5% | 0.631% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 10,696 | $672K | 0.2% | +5.9% | 0.816% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,593 | $288K | 0.0% | +11.4% | 0.351% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 7,897 | $465K | 0.2% | +87.9% | 0.603% | |
| 2/17/2025 | Two Sigma Investments LP | 3,700 | $248K | 0.0% | N/A | 0.363% | |
| 2/17/2025 | Focus Partners Wealth | 3,611 | $242K | 0.0% | N/A | 0.354% | |
| 2/17/2025 | CoreCap Advisors LLC | 14,903 | $998K | 0.0% | -3.6% | 1.461% | |
| 2/14/2025 | Freedom Investment Management Inc. | 6,196 | $415K | 0.0% | +8.3% | 0.607% | |
| 2/14/2025 | Frederick Financial Consultants LLC | 150,534 | $10.08M | 8.1% | N/A | 14.758% | |
| 2/13/2025 | Raymond James Financial Inc. | 7,734 | $518K | 0.0% | N/A | 0.758% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 13,124 | $879K | 0.0% | -41.3% | 1.287% | |
| 2/11/2025 | LPL Financial LLC | 193,256 | $12.94M | 0.0% | +88.1% | 18.947% | |
| 2/10/2025 | Hughes Financial Services LLC | 322,268 | $21.59M | 4.4% | N/A | 31.595% | |
| 2/7/2025 | HighTower Advisors LLC | 7,634 | $511K | 0.0% | -11.0% | 0.748% | |
| 2/6/2025 | Raymond James Financial Inc. | 7,734 | $518K | 0.0% | N/A | 0.758% | |
| 2/3/2025 | WealthCare Investment Partners LLC | 4,203 | $282K | 0.1% | N/A | 0.412% | |
| 11/15/2024 | HighTower Advisors LLC | 8,580 | $531K | 0.0% | -4.4% | 0.841% | |
| 8/8/2024 | CoreCap Advisors LLC | 13,878 | $785K | 0.1% | N/A | 1.361% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 7,332 | $404K | 0.0% | +31.7% | 1.202% | |
| 1/16/2024 | CoreCap Advisors LLC | 11,244 | $620K | 0.0% | N/A | 1.843% | |
| 11/8/2023 | HighTower Advisors LLC | 6,903 | $322K | 0.0% | -12.6% | 1.132% | |
| 11/8/2023 | Fort Point Capital Partners LLC | 7,790 | $365K | 0.1% | -3.2% | 1.277% | |
| 8/29/2023 | Myecfo LLC | 1,276,037 | $1.28M | 0.7% | N/A | 209.186% | |
| 8/10/2023 | Cetera Advisors LLC | 42,130 | $2.06M | 0.0% | N/A | 6.907% | |
| 8/4/2023 | Myecfo LLC | 1,276,037 | $1.28M | 0.9% | N/A | 190.453% | |
| 8/1/2023 | WealthBridge Capital Management LLC | 9,781 | $478K | 0.2% | -6.0% | 1.460% | |
| 7/31/2023 | LPL Financial LLC | 63,849 | $3.12M | 0.0% | -1.3% | 9.530% | |
| 7/12/2023 | Wealth Management Resources Inc. | 4,988 | $244K | 0.1% | -32.6% | 0.744% | |
| 5/11/2023 | WealthBridge Capital Management LLC | 10,406 | $483K | 0.2% | -5.0% | 1.626% | |
| 5/10/2023 | LPL Financial LLC | 64,685 | $3.00M | 0.0% | -3.9% | 10.107% | |
| 5/8/2023 | 3D L Capital Management LLC | 6,007 | $279K | 0.1% | -8.8% | 0.939% | |
| 5/3/2023 | Optimum Investment Advisors | 775 | $36K | 0.0% | -25.3% | 0.121% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 5,548 | $257K | 0.0% | N/A | 0.867% | |
| 2/7/2023 | LPL Financial LLC | 67,295 | $2.89M | 0.0% | -13.3% | 10.682% | |
| 1/31/2023 | WealthBridge Capital Management LLC | 10,956 | $471K | 0.2% | -22.2% | 1.739% | |
| 1/18/2023 | Wealth Management Resources Inc. | 7,395 | $318K | 0.2% | N/A | 1.174% | |
| 11/15/2022 | Financial Advocates Investment Management | 47,352 | $1.97M | 0.2% | N/A | 6.765% | |
| 11/10/2022 | Tower Research Capital LLC TRC | 14,359 | $598K | 0.0% | +107.0% | 2.051% | |
| 10/24/2022 | Optimum Investment Advisors | 1,038 | $43K | 0.0% | -61.0% | 0.148% | |
| 8/8/2022 | Meeder Asset Management Inc. | 1,739 | $77K | 0.0% | -12.0% | 0.256% | |
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| 8/2/2022 | 3D L Capital Management LLC | 6,891 | $303K | 0.1% | -6.5% | 1.060% | |
| 7/18/2022 | WealthCare Investment Partners LLC | 5,157 | $227K | 0.2% | +15.1% | 0.793% | |