| 5/19/2026 | Arkadios Wealth Advisors | 110,531 | $1.84M | 0.0% | -3.0% | 0.882% | |
| 5/18/2026 | Royal Bank of Canada | 28,565 | $476K | 0.0% | +335.8% | 0.228% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 1,156,551 | $19.28M | 0.1% | -3.7% | 9.230% | |
| 4/27/2026 | Private Advisor Group LLC | 315,283 | $5.26M | 0.0% | +13.7% | 2.496% | |
| 2/18/2026 | EP Wealth Advisors LLC | 17,816 | $297K | 0.0% | N/A | 0.139% | |
| 2/17/2026 | Equitable Holdings Inc. | 383,735 | $6.40M | 0.0% | +1.5% | 2.986% | |
| 2/17/2026 | Osaic Holdings Inc. | 9,390 | $157K | 0.0% | +37.1% | 0.073% | |
| 2/17/2026 | Private Advisor Group LLC | 277,286 | $4.62M | 0.0% | +0.6% | 2.158% | |
| 2/17/2026 | Royal Bank of Canada | 6,554 | $109K | 0.0% | N/A | 0.051% | |
| 2/13/2026 | Arkadios Wealth Advisors | 113,980 | $1.90M | 0.0% | +3.7% | 0.887% | |
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| 2/12/2026 | Commonwealth Equity Services LLC | 1,046,037 | $17.44M | 0.0% | -1.0% | 8.140% | |
| 2/11/2026 | LPL Financial LLC | 866,221 | $14.45M | 0.0% | -3.0% | 6.741% | |
| 2/10/2026 | IFG Advisory LLC | 11,670 | $195K | 0.0% | -6.0% | 0.091% | |
| 2/3/2026 | International Assets Investment Management LLC | 3,325 | $55K | 0.0% | N/A | 0.026% | |
| 2/3/2026 | Sequoia Financial Advisors LLC | 1,200,422 | $20.02M | 0.1% | +1.9% | 9.342% | |
| 2/2/2026 | Truist Financial Corp | 104,154 | $1.74M | 0.0% | +5.6% | 0.811% | |
| 1/30/2026 | SOL Capital Management CO | 126,615 | $2.11M | 0.2% | +15.9% | 0.985% | |
| 1/23/2026 | Transcend Capital Advisors LLC | 175,867 | $2.93M | 0.2% | -20.1% | 1.355% | |
| 1/16/2026 | Worth Financial Advisory Group LLC | 68,602 | $1.14M | 0.6% | -18.5% | 0.530% | |
| 11/17/2025 | Citadel Advisors LLC | 21,572 | $350K | 0.0% | +101.0% | 0.165% | |
| 11/14/2025 | Raymond James Financial Inc. | 697,110 | $11.30M | 0.0% | -2.2% | 5.321% | |
| 11/14/2025 | Equitable Holdings Inc. | 378,036 | $6.13M | 0.0% | +1.5% | 2.886% | |
| 11/13/2025 | Private Advisor Group LLC | 275,635 | $4.47M | 0.0% | +1.8% | 2.104% | |
| 11/12/2025 | IFG Advisory LLC | 12,410 | $201K | 0.0% | -13.1% | 0.095% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 99,432 | $1.61M | 0.0% | -9.3% | 0.759% | |
| 11/4/2025 | Transcend Capital Advisors LLC | 220,103 | $3.57M | 0.2% | -23.2% | 1.680% | |
| 11/3/2025 | Ballentine Partners LLC | 166,536 | $2.70M | 0.0% | -46.8% | 1.271% | |
| 11/3/2025 | Truist Financial Corp | 98,622 | $1.60M | 0.0% | -9.7% | 0.753% | |
| 10/29/2025 | Arkadios Wealth Advisors | 109,920 | $1.78M | 0.0% | -7.0% | 0.830% | |
| 10/29/2025 | Sequoia Financial Advisors LLC | 1,177,462 | $19.09M | 0.1% | -3.6% | 8.887% | |
| 10/29/2025 | SOL Capital Management CO | 109,285 | $1.77M | 0.2% | +29.0% | 0.825% | |
| 10/22/2025 | Worth Financial Advisory Group LLC | 84,209 | $1.37M | 0.8% | -3.8% | 0.636% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 1,056,221 | $17.12M | 0.0% | -1.0% | 7.971% | |
| 8/15/2025 | Equitable Holdings Inc. | 372,500 | $5.76M | 0.0% | -19.8% | 2.684% | |
| 8/15/2025 | EP Wealth Advisors LLC | 18,121 | $280K | 0.0% | N/A | 0.131% | |
| 8/14/2025 | Raymond James Financial Inc. | 712,579 | $11.02M | 0.0% | -40.5% | 5.134% | |
| 8/14/2025 | Ieq Capital LLC | 151,957 | $2.35M | 0.0% | -4.8% | 1.095% | |
| 8/4/2025 | IFG Advisory LLC | 14,276 | $221K | 0.0% | -92.8% | 0.103% | |
| 8/4/2025 | Assetmark Inc. | 10,702 | $166K | 0.0% | N/A | 0.077% | |
| 8/4/2025 | Arkadios Wealth Advisors | 118,180 | $1.83M | 0.1% | -91.8% | 0.851% | |
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| 8/1/2025 | Transcend Capital Advisors LLC | 286,703 | $4.44M | 0.3% | -21.8% | 2.066% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 109,599 | $1.70M | 0.0% | -4.2% | 0.790% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 1,220,918 | $18.89M | 0.1% | -3.4% | 8.796% | |
| 7/18/2025 | Truist Financial Corp | 109,199 | $1.69M | 0.0% | -13.0% | 0.778% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 18,610 | $288K | 0.0% | +12.9% | 0.134% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 87,569 | $1.36M | 0.8% | +7.1% | 0.631% | |
| 5/16/2025 | NewEdge Advisors LLC | 8,860 | $129K | 0.0% | N/A | 0.054% | |
| 5/16/2025 | AQR Capital Management LLC | 159,563 | $2.32M | 0.0% | N/A | 0.979% | |
| 5/14/2025 | Ieq Capital LLC | 159,563 | $2.32M | 0.0% | N/A | 0.979% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,197,551 | $17.44M | 0.0% | +7.5% | 7.347% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,045,404 | $15.22M | 0.0% | -1.3% | 6.414% | |
| 5/8/2025 | IFG Advisory LLC | 197,851 | $2.88M | 0.2% | -0.4% | 1.214% | |
| 5/8/2025 | Arkadios Wealth Advisors | 1,448,532 | $21.09M | 0.8% | N/A | 8.887% | |
| 5/7/2025 | LPL Financial LLC | 1,045,487 | $15.22M | 0.0% | +7.4% | 6.414% | |
| 5/5/2025 | Private Advisor Group LLC | 261,801 | $3.81M | 0.0% | +9.5% | 1.606% | |
| 5/1/2025 | Ballentine Partners LLC | 312,835 | $4.56M | 0.1% | N/A | 1.919% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 114,405 | $1.67M | 0.0% | -4.6% | 0.702% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 366,468 | $5.34M | 0.4% | N/A | 2.221% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 1,263,454 | $18.40M | 0.1% | -11.0% | 7.657% | |
| 4/23/2025 | SOL Capital Management CO | 56,450 | $822K | 0.1% | +50.9% | 0.342% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 81,742 | $1.19M | 0.8% | +22.0% | 0.495% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 16,477 | $240K | 0.0% | +5.4% | 0.100% | |
| 3/18/2025 | Objective Capital Management LLC | 12,750 | $194K | 0.1% | N/A | 0.070% | |
| 2/18/2025 | GTS Securities LLC | 32,593 | $497K | 0.0% | -55.9% | 0.170% | |
| 2/17/2025 | Citadel Advisors LLC | 20,115 | $307K | 0.0% | +12.5% | 0.105% | |
| 2/13/2025 | Raymond James Financial Inc. | 1,114,413 | $16.98M | 0.0% | N/A | 5.819% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 119,982 | $1.83M | 0.0% | -2.8% | 0.627% | |
| 2/12/2025 | Worth Financial Advisory Group LLC | 67,025 | $1.02M | 0.6% | +6.6% | 0.350% | |
| 2/11/2025 | LPL Financial LLC | 973,634 | $14.84M | 0.0% | +4.7% | 5.084% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 1,059,577 | $16.15M | 0.0% | -0.4% | 5.533% | |
| 2/7/2025 | Sequoia Financial Advisors LLC | 1,419,323 | $21.63M | 0.2% | N/A | 7.412% | |
| 2/6/2025 | Raymond James Financial Inc. | 1,114,413 | $16.98M | 0.0% | N/A | 5.819% | |
| 2/6/2025 | Proficio Capital Partners LLC | 87,117 | $1.33M | 0.0% | N/A | 0.455% | |
| 2/6/2025 | Atria Investments Inc | 85,240 | $1.30M | 0.0% | -18.0% | 0.445% | |
| 2/5/2025 | Proficio Capital Partners LLC | 87,117 | $1.33M | 0.0% | N/A | 0.455% | |
| 2/3/2025 | Private Advisor Group LLC | 239,011 | $3.64M | 0.0% | +10.1% | 1.248% | |
| 2/3/2025 | Good Life Advisors LLC | 12,986 | $198K | 0.0% | -50.0% | 0.068% | |
| 1/31/2025 | Truist Financial Corp | 119,593 | $1.82M | 0.0% | -2.8% | 0.625% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 15,628 | $238K | 0.0% | +9.2% | 0.082% | |
| 11/1/2024 | Atria Investments Inc | 103,896 | $1.60M | 0.0% | -2.0% | 0.543% | |
| 10/25/2024 | Worth Financial Advisory Group LLC | 62,899 | $971K | 0.6% | +6.2% | 0.328% | |
| 10/22/2024 | International Assets Investment Management LLC | 429,221 | $6.63M | 0.0% | +21,632.7% | 2.241% | |
| 10/22/2024 | Private Advisor Group LLC | 217,123 | $3.35M | 0.0% | +0.7% | 1.134% | |
| 10/18/2024 | Raymond James & Associates | 232,558 | $3.59M | 0.0% | -15.2% | 1.214% | |
| 10/16/2024 | Good Life Advisors LLC | 25,968 | $401K | 0.0% | +111.3% | 0.136% | |
| 8/21/2024 | Truist Financial Corp | 75,186 | $1.08M | 0.0% | +9.7% | 0.393% | |
| 8/5/2024 | Private Advisor Group LLC | 215,634 | $3.10M | 0.0% | -1.4% | 1.126% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 1,056,618 | $15.18M | 0.0% | +0.9% | 5.518% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,975 | $28K | 0.0% | N/A | 0.010% | |
| 7/26/2024 | Worth Financial Advisory Group LLC | 59,205 | $851K | 0.6% | -2.8% | 0.309% | |
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| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 834,829 | $12.00M | 0.0% | +34.5% | 4.359% | |
| 5/21/2024 | Atria Investments Inc | 101,620 | $1.48M | 0.0% | +3.0% | 0.531% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 60,923 | $886K | 0.6% | +26.1% | 0.320% | |
| 4/30/2024 | Private Advisor Group LLC | 218,603 | $3.18M | 0.0% | -23.0% | 1.149% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,046,965 | $15.23M | 0.0% | -7.4% | 5.502% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 620,701 | $9.03M | 0.0% | -3.2% | 3.262% | |
| 8/10/2023 | Private Advisor Group LLC | 95,239 | $1.20M | 0.0% | +15.9% | 0.629% | |
| 8/4/2023 | Atria Investments Inc | 85,698 | $1.08M | 0.0% | N/A | 0.566% | |
| 8/1/2023 | Truist Financial Corp | 45,728 | $577K | 0.0% | +11.3% | 0.302% | |
| 7/31/2023 | LPL Financial LLC | 757,761 | $9.56M | 0.0% | +101.9% | 5.002% | |