| 4/23/2026 | Next Level Private LLC | 206,268 | $8.31M | 1.9% | +147.8% | 12.501% | |
| 4/21/2026 | Sequent Planning LLC | 101,539 | $4.09M | 1.0% | +29.3% | 6.268% | |
| 3/13/2026 | World Investment Advisors | 6,294 | $281K | 0.0% | -5.3% | 0.425% | |
| 2/17/2026 | Cetera Investment Advisers | 347,293 | $15.51M | 0.0% | +23.0% | 23.466% | |
| 2/17/2026 | &PARTNERS | 5,952 | $266K | 0.0% | -9.0% | 0.402% | |
| 2/17/2026 | Royal Bank of Canada | 6,081 | $271K | 0.0% | +496.8% | 0.411% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 19,542 | $872K | 0.0% | -10.5% | 1.320% | |
| 2/11/2026 | LPL Financial LLC | 84,849 | $3.79M | 0.0% | -5.9% | 5.733% | |
| 2/11/2026 | Franklin Resources Inc. | 144,000 | $6.43M | 0.0% | -48.4% | 9.730% | |
| 2/6/2026 | HighTower Advisors LLC | 40,874 | $1.83M | 0.0% | N/A | 2.762% | |
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| 2/5/2026 | Sequent Planning LLC | 78,518 | $3.51M | 0.9% | +35.0% | 5.305% | |
| 2/4/2026 | World Investment Advisors | 6,294 | $281K | 0.0% | -5.3% | 0.425% | |
| 2/3/2026 | MGO One Seven LLC | 35,386 | $1.58M | 0.0% | N/A | 2.391% | |
| 2/2/2026 | Benjamin Edwards Inc. | 93,033 | $4.15M | 0.0% | +22.2% | 6.286% | |
| 1/26/2026 | Prosperity Financial Group Inc. | 131,752 | $5.88M | 2.1% | -0.5% | 9.086% | |
| 1/23/2026 | Smith Moore & CO. | 7,609 | $340K | 0.0% | +15.4% | 0.514% | |
| 1/15/2026 | Professional Financial Advisors LLC | 74,915 | $3.35M | 0.7% | -0.5% | 5.167% | |
| 1/7/2026 | Next Level Private LLC | 83,236 | $3.72M | 1.0% | +519.1% | 5.862% | |
| 11/17/2025 | Prosperity Financial Group Inc. | 132,429 | $5.89M | 2.2% | +4.1% | 9.810% | |
| 11/17/2025 | Citadel Advisors LLC | 5,225 | $232K | 0.0% | -60.3% | 0.387% | |
| 11/13/2025 | Franklin Resources Inc. | 279,000 | $12.40M | 0.0% | -58.9% | 20.667% | |
| 11/13/2025 | Sequent Planning LLC | 58,176 | $2.59M | 0.7% | N/A | 4.309% | |
| 11/12/2025 | Smith Moore & CO. | 6,592 | $293K | 0.0% | N/A | 0.488% | |
| 10/28/2025 | Professional Financial Advisors LLC | 75,278 | $3.35M | 0.7% | -0.5% | 5.576% | |
| 10/23/2025 | Benjamin Edwards Inc. | 76,149 | $3.39M | 0.0% | +8.9% | 5.518% | |
| 10/15/2025 | World Investment Advisors | 6,644 | $295K | 0.0% | +25.5% | 0.492% | |
| 8/15/2025 | Benjamin Edwards Inc. | 69,943 | $2.87M | 0.0% | +21.9% | 3.886% | |
| 8/12/2025 | Franklin Resources Inc. | 679,000 | $27.90M | 0.0% | -7.5% | 37.722% | |
| 8/8/2025 | Cetera Investment Advisers | 260,954 | $10.72M | 0.0% | +56.1% | 14.497% | |
| 8/4/2025 | World Investment Advisors | 5,294 | $218K | 0.0% | N/A | 0.294% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 127,266 | $5.23M | 2.2% | +2.5% | 7.070% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 19,949 | $820K | 0.0% | -32.9% | 1.093% | |
| 7/10/2025 | Professional Financial Advisors LLC | 75,676 | $3.11M | 0.7% | +6.5% | 4.204% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 6,093 | $252K | 0.1% | -19.8% | 0.339% | |
| 5/15/2025 | Royal Bank of Canada | 14,115 | $489K | 0.0% | N/A | 0.793% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 21,516 | $745K | 0.0% | N/A | 1.209% | |
| 5/13/2025 | Elevation Capital Advisory LLC | 7,295 | $252K | 0.1% | -4.9% | 0.410% | |
| 5/12/2025 | Benjamin Edwards Inc. | 57,376 | $1.99M | 0.0% | +42.9% | 3.223% | |
| 5/7/2025 | LPL Financial LLC | 243,921 | $8.44M | 0.0% | +27.3% | 13.703% | |
| 5/6/2025 | Cetera Investment Advisers | 167,186 | $5.79M | 0.0% | +12.1% | 9.392% | |
|
| 4/17/2025 | Janney Montgomery Scott LLC | 29,722 | $1.03M | 0.0% | -25.9% | 1.670% | |
| 4/11/2025 | Next Level Private LLC | 13,499 | $467K | 0.2% | -17.2% | 0.758% | |
| 2/17/2025 | Cetera Investment Advisers | 149,203 | $5.79M | 0.0% | +40.0% | 8.289% | |
| 2/17/2025 | Benjamin Edwards Inc. | 40,146 | $1.56M | 0.0% | +41.4% | 2.230% | |
| 2/14/2025 | GeoWealth Management LLC | 7,669 | $297K | 0.0% | N/A | 0.426% | |
| 2/12/2025 | Franklin Resources Inc. | 784,000 | $30.41M | 0.0% | -0.1% | 43.556% | |
| 2/11/2025 | LPL Financial LLC | 191,670 | $7.44M | 0.0% | -5.6% | 10.648% | |
| 2/7/2025 | Prosperity Financial Group Inc. | 116,297 | $4.51M | 2.2% | +3.7% | 6.461% | |
| 2/7/2025 | Elevation Capital Advisory LLC | 7,669 | $297K | 0.1% | N/A | 0.426% | |
| 2/3/2025 | WealthCare Investment Partners LLC | 7,593 | $293K | 0.1% | -7.1% | 0.422% | |
| 1/22/2025 | Next Level Private LLC | 16,294 | $632K | 0.3% | N/A | 0.905% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 40,087 | $1.56M | 0.0% | -5.3% | 2.227% | |
| 1/14/2025 | Professional Financial Advisors LLC | 71,052 | $2.76M | 0.7% | -1.1% | 3.947% | |
| 11/27/2024 | Franklin Resources Inc. | 785,000 | $28.98M | 0.0% | -2.5% | 43.611% | |
| 11/15/2024 | Benjamin Edwards Inc. | 28,399 | $1.02M | 0.0% | N/A | 1.578% | |
| 11/13/2024 | Prosperity Financial Group Inc. | 112,189 | $4.05M | 2.3% | -4.1% | 6.233% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 42,325 | $1.53M | 0.0% | -63.1% | 2.351% | |
| 10/10/2024 | Professional Financial Advisors LLC | 71,809 | $2.59M | 0.7% | +4.6% | 3.989% | |
| 10/8/2024 | WealthCare Investment Partners LLC | 8,174 | $291K | 0.1% | -5.8% | 0.454% | |
| 8/22/2024 | Cetera Investment Advisers | 85,954 | $3.05M | 0.0% | +24.5% | 4.775% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 16,102 | $572K | 0.0% | +29.6% | 0.895% | |
| 7/18/2024 | WealthCare Investment Partners LLC | 8,674 | $308K | 0.1% | -9.3% | 0.482% | |
| 7/18/2024 | Professional Financial Advisors LLC | 68,655 | $2.44M | 0.7% | -1.3% | 3.814% | |
| 5/24/2024 | Cetera Investment Advisers | 69,058 | $2.26M | 0.0% | -3.5% | 3.837% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 116,686 | $3.82M | 0.0% | +36.4% | 6.483% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 12,429 | $406K | 0.0% | +226.7% | 0.691% | |
| 4/25/2024 | Professional Financial Advisors LLC | 69,547 | $2.27M | 0.7% | +17.3% | 3.800% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 85,516 | $2.48M | 0.0% | +70.8% | 6.734% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 3,804 | $110K | 0.0% | +37.2% | 0.300% | |
| 1/18/2024 | Professional Financial Advisors LLC | 59,294 | $1.72M | 0.6% | +2.7% | 4.669% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 50,075 | $1.26M | 0.0% | N/A | 3.943% | |
| 11/7/2023 | Prosperity Financial Group Inc. | 16,009 | $401K | 0.3% | N/A | 1.261% | |
| 10/25/2023 | Professional Financial Advisors LLC | 57,710 | $1.45M | 0.7% | +1.9% | 4.544% | |
| 8/10/2023 | Cetera Investment Advisers | 81,499 | $2.14M | 0.0% | -1.1% | 6.417% | |
| 7/13/2023 | WealthCare Investment Partners LLC | 9,560 | $251K | 0.2% | -8.4% | 0.797% | |
| 7/12/2023 | Professional Financial Advisors LLC | 56,654 | $1.49M | 0.8% | N/A | 4.721% | |
| 5/22/2023 | Putnam Investments LLC | 925,000 | $21.21M | 0.0% | +362.5% | 79.060% | |
| 1/25/2023 | Mayflower Financial Advisors LLC | 10,435 | $209K | 0.0% | N/A | 2.220% | |
| 1/19/2023 | Mayflower Financial Advisors LLC | 10,435 | $209K | 0.1% | N/A | 2.220% | |
| 8/11/2022 | Cetera Investment Advisers | 91,411 | $1.88M | 0.0% | N/A | 20.314% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 9,357 | $273K | 0.0% | N/A | 2.495% | |