| 5/18/2026 | Sunbelt Securities Inc. | 327,142 | $11.28M | 0.7% | -9.3% | 9.215% | |
| 5/13/2026 | Cetera Investment Advisers | 133,520 | $4.60M | 0.0% | +6.6% | 3.761% | |
| 5/6/2026 | FSA Advisors Inc. | 10,502 | $362K | 0.2% | -50.5% | 0.296% | |
| 5/6/2026 | Aire Advisors LLC | 73,693 | $2.54M | 0.5% | -2.9% | 2.076% | |
| 4/30/2026 | Kestra Advisory Services LLC | 31,273 | $1.08M | 0.0% | +10.6% | 0.881% | |
| 4/29/2026 | Addison Capital Co | 26,616 | $917K | 0.2% | N/A | 0.750% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 43,392 | $1.50M | 1.1% | +2.6% | 0.611% | |
| 4/21/2026 | KFG Wealth Management LLC | 252,009 | $8.69M | 1.1% | -51.5% | 7.000% | |
| 4/17/2026 | Krilogy Financial LLC | 104,528 | $3.74M | 0.1% | -6.8% | 2.904% | |
| 4/16/2026 | Cambridge Advisors Inc. | 20,620 | $711K | 0.1% | -7.6% | 0.573% | |
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| 2/20/2026 | Sunbelt Securities Inc. | 360,494 | $12.74M | 0.8% | +5.6% | 10.070% | |
| 2/18/2026 | Opus Financial Solutions LLC | 11,425 | $404K | 0.4% | N/A | 0.319% | |
| 2/17/2026 | Cetera Investment Advisers | 125,196 | $4.43M | 0.0% | -1.1% | 3.497% | |
| 2/17/2026 | Osaic Holdings Inc. | 31,258 | $1.11M | 0.0% | -6.4% | 0.873% | |
| 2/13/2026 | Kestra Advisory Services LLC | 28,288 | $1M | 0.0% | +6.7% | 0.790% | |
| 2/12/2026 | Brooklyn Investment Group | 8,705 | $309K | 0.0% | N/A | 0.243% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 351,605 | $12.43M | 0.0% | -1.9% | 9.821% | |
| 2/11/2026 | Wealthgarden F.S. LLC | 35,336 | $1.26M | 0.8% | -7.6% | 0.987% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 42,301 | $1.50M | 1.2% | -39.6% | 1.182% | |
| 2/10/2026 | COFG Advisors LLC | 8,911 | $315K | 0.1% | N/A | 0.249% | |
| 2/9/2026 | Harbour Investments Inc. | 8,067 | $285K | 0.0% | -16.0% | 0.225% | |
| 2/6/2026 | Lloyd Advisory Services LLC. | 8,622 | $305K | 0.1% | N/A | 0.241% | |
| 2/6/2026 | Signature Estate & Investment Advisors LLC | 44,743 | $1.58M | 0.0% | +4.3% | 1.250% | |
| 2/6/2026 | Brown Wealth Management LLC | 290,966 | $10.29M | 2.7% | +4.7% | 8.128% | |
| 2/6/2026 | HighTower Advisors LLC | 219,506 | $7.76M | 0.0% | +0.4% | 6.131% | |
| 2/4/2026 | OFC Financial Planning LLC | 30,607 | $1.08M | 1.0% | +1.2% | 0.834% | |
| 2/2/2026 | FSA Advisors Inc. | 21,214 | $750K | 0.1% | N/A | 0.578% | |
| 1/27/2026 | Krilogy Financial LLC | 112,161 | $4.00M | 0.1% | -12.6% | 3.056% | |
| 1/26/2026 | AE Wealth Management LLC | 109,901 | $3.89M | 0.0% | +71.1% | 2.995% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 2,296 | $81K | 0.0% | +30.2% | 0.063% | |
| 1/21/2026 | KFG Wealth Management LLC | 520,081 | $18.38M | 2.5% | -20.1% | 14.171% | |
| 1/14/2026 | Lineweaver Wealth Advisors LLC | 206,195 | $7.29M | 1.0% | -1.5% | 5.618% | |
| 1/8/2026 | Occidental Asset Management LLC | 10,500 | $371K | 0.0% | +55.6% | 0.288% | |
| 1/1/2026 | JPMorgan Chase & Co. | 7,680 | $267K | 0.0% | +2,234.3% | 0.203% | |
| 12/2/2025 | Allworth Financial LP | 1,400 | $49K | 0.0% | N/A | 0.037% | |
| 11/19/2025 | Sunbelt Securities Inc. | 341,300 | $11.87M | 0.8% | +30.1% | 9.029% | |
| 11/17/2025 | Susquehanna International Group LLP | 15,301 | $532K | 0.0% | N/A | 0.405% | |
| 11/17/2025 | OFC Financial Planning LLC | 30,248 | $1.05M | 1.0% | -1.9% | 0.800% | |
| 11/17/2025 | Citadel Advisors LLC | 8,308 | $289K | 0.0% | N/A | 0.220% | |
| 11/10/2025 | Aire Advisors LLC | 76,194 | $2.65M | 0.5% | -4.6% | 2.016% | |
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| 11/7/2025 | JPMorgan Chase & Co. | 7,680 | $267K | 0.0% | +2,234.3% | 0.203% | |
| 11/7/2025 | HighTower Advisors LLC | 218,581 | $7.60M | 0.0% | +1.8% | 5.783% | |
| 11/6/2025 | Krilogy Financial LLC | 128,301 | $4.48M | 0.2% | -4.1% | 3.394% | |
| 11/5/2025 | Signature Estate & Investment Advisors LLC | 42,887 | $1.49M | 0.0% | +7.9% | 1.135% | |
| 11/5/2025 | Authentikos Wealth Advisory LLC | 6,641 | $231K | 0.2% | +6.9% | 0.176% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 68,695 | $2.39M | 0.0% | +1.5% | 1.817% | |
| 11/4/2025 | Brown Wealth Management LLC | 277,938 | $9.67M | 2.7% | +23.0% | 7.353% | |
| 11/4/2025 | Southern Capital Advisors LLC | 17,430 | $606K | 0.3% | -4.1% | 0.461% | |
| 11/4/2025 | Wealthgarden F.S. LLC | 38,240 | $1.34M | 1.0% | +5.5% | 1.012% | |
| 11/3/2025 | AE Wealth Management LLC | 64,246 | $2.23M | 0.0% | +713.5% | 1.700% | |
| 10/29/2025 | Rovin Capital UT ADV | 137,488 | $4.78M | 1.3% | -0.7% | 3.637% | |
| 10/23/2025 | Evolution Wealth Management Inc. | 69,977 | $2.43M | 2.5% | +90.9% | 1.851% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 358,374 | $12.46M | 0.0% | -2.2% | 9.481% | |
| 10/10/2025 | Lineweaver Wealth Advisors LLC | 209,349 | $7.28M | 1.1% | -0.8% | 5.628% | |
| 10/7/2025 | KFG Wealth Management LLC | 650,656 | $22.63M | 3.3% | +8.5% | 17.491% | |
| 9/4/2025 | Osaic Holdings Inc. | 32,340 | $1.08M | 0.0% | +5.0% | 0.916% | |
| 8/29/2025 | Evolution Wealth Management Inc. | 36,662 | $1.22M | 1.5% | N/A | 1.039% | |
| 8/14/2025 | Planwiser Financial LLC | 8,875 | $301K | 0.3% | +15.4% | 0.251% | |
| 8/11/2025 | Brown Wealth Management LLC | 225,910 | $7.54M | 2.3% | +24.1% | 6.409% | |
| 8/8/2025 | Cetera Investment Advisers | 117,029 | $3.91M | 0.0% | +10.7% | 3.320% | |
| 8/6/2025 | AE Wealth Management LLC | 7,897 | $264K | 0.0% | N/A | 0.224% | |
| 8/6/2025 | Rovin Capital UT ADV | 138,506 | $4.62M | 1.4% | +11.8% | 3.929% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 67,684 | $2.26M | 0.0% | -7.7% | 1.920% | |
| 7/31/2025 | Stegent Equity Advisors Inc. | 6,154 | $205K | 0.2% | N/A | 0.175% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 39,737 | $1.33M | 0.0% | +4.4% | 1.127% | |
| 7/29/2025 | Aire Advisors LLC | 79,857 | $2.67M | 0.5% | -10.2% | 2.265% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 9,788 | $327K | 0.0% | -80.9% | 0.278% | |
| 7/16/2025 | Southern Capital Advisors LLC | 18,181 | $607K | 0.3% | -9.4% | 0.523% | |
| 7/16/2025 | Cambridge Advisors Inc. | 22,520 | $752K | 0.2% | -4.4% | 0.648% | |
| 7/14/2025 | KFG Wealth Management LLC | 599,871 | $20.02M | 3.2% | +3.7% | 17.238% | |
| 7/9/2025 | Lineweaver Wealth Advisors LLC | 211,093 | $7.05M | 1.1% | +0.3% | 6.075% | |
| 7/9/2025 | Krilogy Financial LLC | 133,728 | $4.46M | 0.3% | -6.0% | 3.848% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 7,583 | $238K | 0.0% | N/A | 0.226% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 38,065 | $1.20M | 0.0% | +19.1% | 1.153% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 7,583 | $238K | 0.0% | N/A | 0.230% | |
| 5/14/2025 | OFC Financial Planning LLC | 30,352 | $953K | 1.1% | +1.1% | 0.920% | |
| 5/14/2025 | Tradition Wealth Management LLC | 17,834 | $560K | 0.0% | -5.0% | 0.540% | |
| 5/13/2025 | HighTower Advisors LLC | 204,164 | $6.41M | 0.0% | +6.9% | 6.187% | |
| 5/12/2025 | Townsquare Capital LLC | 182,720 | $5.74M | 0.1% | +5.1% | 5.537% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 51,169 | $1.61M | 0.0% | -2.8% | 1.551% | |
| 5/8/2025 | Harbour Investments Inc. | 9,609 | $302K | 0.0% | -6.7% | 0.291% | |
| 5/7/2025 | Brown Wealth Management LLC | 182,042 | $5.72M | 2.0% | +4.4% | 5.516% | |
| 5/6/2025 | Cetera Investment Advisers | 105,712 | $3.32M | 0.0% | +4.0% | 3.203% | |
| 5/5/2025 | Aire Advisors LLC | 88,938 | $2.79M | 0.6% | -33.8% | 2.695% | |
| 5/2/2025 | Lineweaver Wealth Advisors LLC | 210,499 | $6.61M | 1.1% | +2.5% | 6.379% | |
| 5/2/2025 | Wealthgarden F.S. LLC | 30,638 | $962K | 0.9% | +4.0% | 0.928% | |
| 5/1/2025 | Diversify Wealth Management LLC | 6,878 | $215K | 0.0% | -12.6% | 0.208% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 73,307 | $2.30M | 0.0% | +4.7% | 2.221% | |
| 4/28/2025 | Rovin Capital UT ADV | 123,836 | $3.89M | 1.3% | N/A | 3.753% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 6,464 | $203K | 0.2% | -71.7% | 0.196% | |
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| 4/16/2025 | Krilogy Financial LLC | 142,328 | $4.47M | 0.3% | -9.3% | 4.313% | |
| 4/11/2025 | KFG Wealth Management LLC | 578,464 | $18.17M | 3.3% | +1.5% | 17.529% | |
| 2/18/2025 | Sunbelt Securities Inc. | 261,308 | $8.39M | 0.7% | +8.4% | 9.011% | |
| 2/17/2025 | Cetera Investment Advisers | 101,653 | $3.26M | 0.0% | +17.7% | 3.505% | |
| 2/17/2025 | Brown Wealth Management LLC | 174,444 | $5.59M | 2.0% | N/A | 6.015% | |
| 2/13/2025 | Townsquare Capital LLC | 173,883 | $5.57M | 0.1% | N/A | 5.996% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 70,026 | $2.24M | 0.0% | +6.8% | 2.415% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,820 | $122K | 0.0% | +68.7% | 0.132% | |
| 2/12/2025 | Aire Advisors LLC | 134,261 | $4.30M | 0.9% | -5.8% | 4.630% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 31,952 | $1.02M | 0.0% | N/A | 1.102% | |