| 5/7/2026 | American Asset Management Inc. | 172,754 | $5.76M | 5.0% | -1.3% | 9.872% | |
| 5/6/2026 | Independent Financial Group LLC | 6,850 | $228K | 0.0% | N/A | 0.391% | |
| 4/30/2026 | Elevated Capital Advisors LLC | 2,370 | $79K | 0.0% | -97.3% | 0.135% | |
| 4/30/2026 | Kestra Advisory Services LLC | 68,747 | $2.29M | 0.0% | -12.7% | 3.928% | |
| 4/27/2026 | World Investment Advisors | 18,900 | $630K | 0.0% | -18.9% | 1.080% | |
| 3/13/2026 | World Investment Advisors | 23,309 | $778K | 0.0% | N/A | 1.214% | |
| 2/18/2026 | OLD Mission Capital LLC | 32,943 | $1.10M | 0.0% | +5.3% | 1.716% | |
| 2/17/2026 | Cetera Investment Advisers | 83,453 | $2.79M | 0.0% | -5.8% | 4.347% | |
| 2/17/2026 | Osaic Holdings Inc. | 115,046 | $3.84M | 0.0% | -16.0% | 5.992% | |
| 2/13/2026 | Kestra Advisory Services LLC | 78,779 | $2.63M | 0.0% | +19.8% | 4.103% | |
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| 2/13/2026 | Allianz SE | 5,000 | $167K | 0.0% | N/A | 0.260% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 129,259 | $4.32M | 0.0% | -0.7% | 6.732% | |
| 2/11/2026 | LPL Financial LLC | 120,323 | $4.02M | 0.0% | -6.8% | 6.267% | |
| 2/11/2026 | Allianz Investment Management LLC | 111,911 | $3.74M | 2.3% | N/A | 5.829% | |
| 2/9/2026 | Harbour Investments Inc. | 23,401 | $781K | 0.0% | -15.3% | 1.219% | |
| 2/6/2026 | Lloyd Advisory Services LLC. | 6,054 | $202K | 0.1% | N/A | 0.315% | |
| 2/4/2026 | Stonebridge Financial Group LLC MO | 12,800 | $427K | 0.4% | N/A | 0.667% | |
| 2/4/2026 | World Investment Advisors | 23,309 | $778K | 0.0% | N/A | 1.214% | |
| 2/2/2026 | Grantvest Financial Group LLC | 20,735 | $692K | 0.4% | -3.7% | 1.080% | |
| 1/27/2026 | Elevated Capital Advisors LLC | 86,915 | $2.90M | 0.7% | -4.0% | 4.527% | |
| 1/14/2026 | Spire Wealth Management | 51,964 | $1.74M | 0.1% | -6.2% | 2.706% | |
| 1/12/2026 | Focus Financial Network Inc. | 10,783 | $360K | 0.0% | -26.4% | 0.562% | |
| 1/7/2026 | American Asset Management Inc. | 174,985 | $5.84M | 5.0% | -1.5% | 9.114% | |
| 11/17/2025 | Susquehanna International Group LLP | 37,635 | $1.23M | 0.0% | +1.0% | 1.960% | |
| 11/14/2025 | Raymond James Financial Inc. | 51,451 | $1.69M | 0.0% | +8.1% | 2.680% | |
| 11/10/2025 | First Heartland Consultants Inc. | 9,075 | $298K | 0.0% | -5.8% | 0.473% | |
| 11/6/2025 | Aspire Capital Advisors LLC | 13,021 | $427K | 0.1% | -11.0% | 0.678% | |
| 11/5/2025 | American Asset Management Inc. | 177,572 | $5.82M | 5.2% | -0.9% | 9.249% | |
| 11/4/2025 | Grantvest Financial Group LLC | 21,525 | $706K | 0.5% | -3.7% | 1.121% | |
| 11/3/2025 | AE Wealth Management LLC | 8,501 | $279K | 0.0% | -39.2% | 0.443% | |
| 10/23/2025 | Spire Wealth Management | 55,421 | $1.82M | 0.1% | -1.0% | 2.842% | |
| 10/20/2025 | Joseph P. Lucia & Associates LLC | 10,355 | $339K | 0.1% | -16.6% | 0.518% | |
| 9/4/2025 | Osaic Holdings Inc. | 141,660 | $4.51M | 0.0% | +16.7% | 7.083% | |
| 8/29/2025 | Centaurus Financial Inc. | 18,585 | $592K | 0.0% | -5.4% | 0.929% | |
| 8/14/2025 | Jane Street Group LLC | 9,391 | $299K | 0.0% | N/A | 0.470% | |
| 8/14/2025 | Raymond James Financial Inc. | 47,595 | $1.52M | 0.0% | +17.4% | 2.380% | |
| 8/12/2025 | American Asset Management Inc. | 179,274 | $5.71M | 5.3% | -1.0% | 8.964% | |
| 8/12/2025 | Global Retirement Partners LLC | 17,940 | $572K | 0.0% | N/A | 0.897% | |
| 8/8/2025 | Cetera Investment Advisers | 79,233 | $2.53M | 0.0% | +24.6% | 3.962% | |
| 8/7/2025 | PFG Advisors | 10,692 | $341K | 0.0% | +3.3% | 0.535% | |
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| 8/6/2025 | AE Wealth Management LLC | 13,976 | $445K | 0.0% | +8.3% | 0.699% | |
| 8/4/2025 | Jim Saulnier & Associates LLC | 19,376 | $617K | 0.4% | +66.5% | 0.969% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 1,110 | $35K | 0.0% | N/A | 0.056% | |
| 8/4/2025 | Spire Wealth Management | 55,959 | $1.78M | 0.1% | +107.9% | 2.798% | |
| 8/4/2025 | Barnes Dennig Private Wealth Management LLC | 15,809 | $504K | 0.6% | N/A | 0.790% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 14,251 | $454K | 0.0% | +33.9% | 0.713% | |
| 7/29/2025 | Joseph P. Lucia & Associates LLC | 12,411 | $395K | 0.2% | N/A | 0.621% | |
| 7/28/2025 | Harbour Investments Inc. | 31,368 | $999K | 0.0% | +6.5% | 1.568% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 59,840 | $1.91M | 0.0% | +51.6% | 2.992% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 11,816 | $379K | 0.1% | -5.7% | 0.591% | |
| 7/15/2025 | Aspire Capital Advisors LLC | 14,625 | $466K | 0.1% | N/A | 0.713% | |
| 7/11/2025 | Farther Finance Advisors LLC | 35,450 | $1.13M | 0.0% | +826.6% | 1.729% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 17,596 | $561K | 0.0% | -34.6% | 0.858% | |
| 7/10/2025 | Focus Financial Network Inc. | 14,652 | $467K | 0.0% | +25.5% | 0.715% | |
| 5/22/2025 | Mattson Financial Services LLC | 14,601 | $434K | 0.1% | N/A | 0.896% | |
| 5/14/2025 | Kestra Advisory Services LLC | 50,161 | $1.49M | 0.0% | -26.0% | 2.986% | |
| 5/8/2025 | Harbour Investments Inc. | 29,465 | $876K | 0.0% | -36.4% | 1.754% | |
| 5/8/2025 | Grantvest Financial Group LLC | 23,533 | $700K | 0.6% | -5.4% | 1.401% | |
| 5/7/2025 | American Asset Management Inc. | 180,995 | $5.38M | 5.4% | -2.9% | 10.774% | |
| 5/6/2025 | Cetera Investment Advisers | 63,568 | $1.89M | 0.0% | -7.6% | 3.784% | |
| 5/6/2025 | AE Wealth Management LLC | 12,905 | $384K | 0.0% | -16.6% | 0.768% | |
| 5/6/2025 | PFG Advisors | 10,346 | $308K | 0.0% | -11.4% | 0.616% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 26,901 | $747K | 0.1% | N/A | 1.601% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 107,104 | $3.18M | 0.9% | +6.8% | 3.455% | |
| 4/23/2025 | Spire Wealth Management | 26,920 | $800K | 0.0% | -21.9% | 0.868% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 26,901 | $747K | 0.1% | N/A | 0.868% | |
| 4/9/2025 | Paladin Wealth LLC | 14,157 | $421K | 0.4% | -40.7% | 0.457% | |
| 4/9/2025 | Gradient Investments LLC | 1,456,177 | $43.30M | 0.9% | +2.1% | 46.973% | |
| 4/9/2025 | NBC Securities Inc. | 5,103 | $151K | 0.0% | +101,960.0% | 0.165% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 12,524 | $383K | 0.1% | -9.0% | 0.404% | |
| 2/18/2025 | First Heartland Consultants Inc. | 9,568 | $287K | 0.0% | -4.0% | 1.196% | |
| 2/17/2025 | Cetera Investment Advisers | 68,826 | $2.07M | 0.0% | +14.4% | 8.603% | |
| 2/17/2025 | Citadel Advisors LLC | 18,438 | $554K | 0.0% | N/A | 2.305% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 7,902 | $237K | 0.0% | N/A | 0.988% | |
| 2/14/2025 | Jane Street Group LLC | 12,932 | $388K | 0.0% | -43.1% | 1.617% | |
| 2/13/2025 | Raymond James Financial Inc. | 41,309 | $1.24M | 0.0% | N/A | 5.164% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 6,811 | $205K | 0.0% | -35.6% | 0.851% | |
| 2/12/2025 | OLD Mission Capital LLC | 22,953 | $689K | 0.0% | -51.4% | 2.869% | |
| 2/11/2025 | Grantvest Financial Group LLC | 24,866 | $747K | 0.8% | N/A | 3.108% | |
| 2/11/2025 | LPL Financial LLC | 11,990 | $360K | 0.0% | +48.9% | 1.499% | |
| 2/10/2025 | Harbour Investments Inc. | 46,293 | $1.39M | 0.0% | -23.0% | 5.787% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 138,054 | $4.15M | 0.0% | -0.7% | 17.257% | |
| 2/7/2025 | PFG Advisors | 11,677 | $351K | 0.0% | -48.5% | 1.460% | |
| 2/6/2025 | Raymond James Financial Inc. | 41,309 | $1.24M | 0.0% | N/A | 5.164% | |
| 2/4/2025 | Brown Financial Advisors | 16,087 | $483K | 0.2% | N/A | 2.011% | |
| 2/4/2025 | Wealthgarden F.S. LLC | 7,465 | $224K | 0.2% | N/A | 0.933% | |
| 1/31/2025 | Global Retirement Partners LLC | 17,940 | $539K | 0.0% | N/A | 2.243% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 39,644 | $1.19M | 0.0% | -28.9% | 4.956% | |
| 1/29/2025 | Paladin Wealth LLC | 23,862 | $717K | 0.6% | N/A | 2.983% | |
| 1/24/2025 | Spire Wealth Management | 34,470 | $1.04M | 0.0% | N/A | 4.309% | |
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| 1/22/2025 | Jim Saulnier & Associates LLC | 11,639 | $350K | 0.3% | -18.7% | 1.455% | |
| 1/21/2025 | Gradient Investments LLC | 1,425,826 | $42.82M | 0.9% | N/A | 178.228% | |
| 1/13/2025 | Elevated Capital Advisors LLC | 100,328 | $3.01M | 0.8% | +60.3% | 12.541% | |
| 11/15/2024 | Jane Street Group LLC | 22,730 | $673K | 0.0% | +58.4% | 2.841% | |
| 11/12/2024 | Centaurus Financial Inc. | 19,651 | $581K | 0.0% | -32.6% | 2.456% | |
| 11/12/2024 | Jim Saulnier & Associates LLC | 14,313 | $424K | 0.4% | N/A | 1.789% | |
| 11/8/2024 | Moors & Cabot Inc. | 6,880 | $204K | 0.0% | N/A | 0.860% | |
| 11/5/2024 | Harbour Investments Inc. | 60,090 | $1.78M | 0.1% | -18.2% | 7.511% | |
| 10/29/2024 | Farther Finance Advisors LLC | 3,826 | $113K | 0.0% | N/A | 0.478% | |
| 10/25/2024 | Strategic Blueprint LLC | 7,008 | $207K | 0.0% | -11.8% | 0.876% | |