| 5/19/2026 | Western Wealth Management LLC | 1,155 | $36K | 0.0% | N/A | 0.037% | |
| 5/13/2026 | Cetera Investment Advisers | 28,753 | $892K | 0.0% | +11.8% | 0.913% | |
| 5/5/2026 | Sanctuary Advisors LLC | 109,230 | $3.39M | 0.0% | -5.4% | 3.468% | |
| 4/30/2026 | Torren Management LLC | 1,389 | $43K | 0.0% | N/A | 0.046% | |
| 4/30/2026 | Kestra Advisory Services LLC | 283,569 | $8.79M | 0.0% | +4.3% | 9.452% | |
| 4/27/2026 | Private Advisor Group LLC | 235,107 | $7.29M | 0.0% | N/A | 7.970% | |
| 2/17/2026 | Cetera Investment Advisers | 25,720 | $749K | 0.0% | N/A | 1.169% | |
| 2/16/2026 | Mariner LLC | 25,366 | $739K | 0.0% | +1.5% | 1.153% | |
| 2/13/2026 | Kestra Advisory Services LLC | 271,827 | $7.92M | 0.0% | N/A | 12.356% | |
| 2/13/2026 | Wells Fargo & Company MN | 4,550 | $133K | 0.0% | -66.7% | 0.207% | |
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| 2/11/2026 | LPL Financial LLC | 598,063 | $17.42M | 0.0% | +30.2% | 27.185% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 9,138 | $266K | 0.0% | -4.4% | 0.415% | |
| 2/6/2026 | Empirical Asset Management LLC | 33,743 | $983K | 0.1% | +54.1% | 1.534% | |
| 1/29/2026 | Sanctuary Advisors LLC | 115,486 | $3.37M | 0.0% | +1.9% | 5.249% | |
| 1/26/2026 | Private Trust Co. NA | 4,491 | $131K | 0.0% | +215.2% | 0.204% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 490,080 | $14.28M | 0.2% | +24.5% | 23.337% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 20,908 | $609K | 0.0% | -1.9% | 0.996% | |
| 1/8/2026 | Fermata Advisors LLC | 37,831 | $1.10M | 0.3% | +8.0% | 1.801% | |
| 11/17/2025 | Susquehanna International Group LLP | 16,301 | $454K | 0.0% | -50.3% | 0.931% | |
| 11/17/2025 | Citadel Advisors LLC | 28,602 | $797K | 0.0% | N/A | 1.634% | |
| 11/14/2025 | Raymond James Financial Inc. | 25,060 | $698K | 0.0% | +43.4% | 1.432% | |
| 11/12/2025 | Empirical Asset Management LLC | 21,894 | $610K | 0.1% | N/A | 1.251% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 393,787 | $10.97M | 0.1% | -10.0% | 22.502% | |
| 11/6/2025 | Prospera Financial Services Inc | 14,335 | $399K | 0.0% | -2.4% | 0.819% | |
| 11/5/2025 | J.W. Cole Advisors Inc. | 9,559 | $266K | 0.0% | +18.8% | 0.546% | |
| 10/9/2025 | Dynamic Advisor Solutions LLC | 21,322 | $594K | 0.0% | -4.7% | 1.421% | |
| 10/9/2025 | Fermata Advisors LLC | 35,032 | $976K | 0.2% | +11.4% | 2.335% | |
| 8/14/2025 | Raymond James Financial Inc. | 17,481 | $460K | 0.0% | -31.7% | 1.165% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 1,945 | $53K | 0.0% | N/A | 0.130% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 8,045 | $212K | 0.0% | N/A | 0.536% | |
| 8/12/2025 | Financial Advocates Investment Management | 25,281 | $665K | 0.1% | -4.1% | 1.685% | |
| 8/6/2025 | Prospera Financial Services Inc | 14,685 | $387K | 0.0% | -3.9% | 1.088% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 17,675 | $465K | 0.0% | -2.4% | 1.309% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 437,320 | $11.51M | 0.2% | +79.7% | 32.394% | |
| 5/19/2025 | Jane Street Group LLC | 10,168 | $239K | 0.0% | -52.0% | 0.753% | |
| 5/15/2025 | OLD Mission Capital LLC | 41,932 | $987K | 0.0% | -58.5% | 3.106% | |
| 5/7/2025 | LPL Financial LLC | 295,419 | $6.95M | 0.0% | -0.3% | 24.618% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 243,351 | $5.73M | 0.1% | +0.9% | 20.279% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 23,606 | $556K | 0.0% | +4.9% | 1.967% | |
| 4/10/2025 | Fermata Advisors LLC | 31,740 | $747K | 0.1% | +5.8% | 2.645% | |
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| 2/17/2025 | Visionary Wealth Advisors | 18,195 | $415K | 0.0% | +5.3% | 2.022% | |
| 2/17/2025 | Citadel Advisors LLC | 31,484 | $718K | 0.0% | N/A | 3.498% | |
| 2/14/2025 | Jane Street Group LLC | 21,186 | $483K | 0.0% | N/A | 2.354% | |
| 2/13/2025 | Raymond James Financial Inc. | 21,204 | $484K | 0.0% | N/A | 2.356% | |
| 2/13/2025 | Wells Fargo & Company MN | 16,680 | $380K | 0.0% | +2.8% | 1.853% | |
| 2/12/2025 | OLD Mission Capital LLC | 100,929 | $2.30M | 0.0% | N/A | 11.214% | |
| 2/11/2025 | LPL Financial LLC | 296,323 | $6.76M | 0.0% | +29.3% | 32.925% | |
| 2/6/2025 | Raymond James Financial Inc. | 21,204 | $484K | 0.0% | N/A | 2.356% | |
| 1/31/2025 | Sanctuary Advisors LLC | 107,482 | $2.51M | 0.0% | +10.5% | 11.942% | |
| 1/27/2025 | Financial Advocates Investment Management | 27,186 | $620K | 0.0% | -14.8% | 3.021% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 241,074 | $5.50M | 0.1% | +5.1% | 26.786% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 22,493 | $513K | 0.0% | +7.5% | 2.499% | |
| 1/15/2025 | Fermata Advisors LLC | 30,007 | $684K | 0.1% | N/A | 3.334% | |
| 11/25/2024 | Sanctuary Advisors LLC | 97,242 | $2.32M | 0.0% | +166.2% | 10.805% | |
| 11/14/2024 | Flow Traders U.S. LLC | 43,625 | $1.11M | 0.1% | -45.6% | 4.847% | |
| 11/8/2024 | Prospera Financial Services Inc | 11,980 | $306K | 0.0% | +21.9% | 1.331% | |
| 10/17/2024 | Stratos Wealth Partners LTD. | 229,441 | $5.86M | 0.1% | +764.3% | 25.493% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 20,922 | $534K | 0.0% | +29.0% | 2.325% | |
| 9/5/2024 | Sanctuary Advisors LLC | 36,533 | $847K | 0.0% | N/A | 4.059% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 43,393 | $1.05M | 0.0% | N/A | 4.821% | |
| 7/29/2024 | Financial Advocates Investment Management | 31,655 | $765K | 0.0% | -5.3% | 3.517% | |
| 7/23/2024 | MFA Wealth Advisors LLC | 2,913 | $70K | 0.0% | N/A | 0.324% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 16,218 | $392K | 0.0% | +29.8% | 1.802% | |
| 2/29/2024 | Scarborough Advisors LLC | 60,030 | $1.34M | 0.3% | +4.2% | 6.670% | |
| 2/8/2024 | Financial Advocates Investment Management | 9,297 | $208K | 0.0% | N/A | 1.033% | |
| 1/19/2024 | Wagner Wealth Management LLC | 74,430 | $1.66M | 0.6% | -4.6% | 8.270% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 12,103 | $271K | 0.0% | -10.8% | 1.345% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 10,684 | $234K | 0.0% | N/A | 1.187% | |
| 12/1/2023 | Wellington Management Group LLP | 62,087 | $1.31M | 0.0% | -58.9% | 6.899% | |
| 11/30/2023 | Scarborough Advisors LLC | 57,635 | $1.21M | 0.3% | +8.3% | 6.404% | |
| 11/7/2023 | Scarborough Advisors LLC | 2,859 | $60K | 0.0% | -94.6% | 0.318% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 13,564 | $286K | 0.0% | +6.6% | 1.507% | |
| 10/18/2023 | Wagner Wealth Management LLC | 78,000 | $1.64M | 0.6% | +9.6% | 8.667% | |
| 9/7/2023 | Scarborough Advisors LLC | 53,240 | $1.12M | 0.3% | +21.0% | 5.916% | |
| 8/9/2023 | Flow Traders U.S. LLC | 59,118 | $1.24M | 0.1% | +80.6% | 6.569% | |
| 7/28/2023 | Wagner Wealth Management LLC | 71,194 | $1.50M | 0.6% | +63.7% | 7.910% | |
| 5/17/2023 | Wagner Wealth Management LLC | 43,479 | $889K | 0.4% | +622.5% | 4.831% | |
| 5/12/2023 | Resource Planning Group | 53,056 | $1.09M | 0.9% | -9.5% | 5.895% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 12,572 | $257K | 0.0% | N/A | 0.740% | |
| 3/6/2023 | OLD Mission Capital LLC | 124,161 | $2.42M | 0.1% | +40.3% | 7.304% | |
| 2/8/2023 | UBS Group AG | 441,557 | $8.60M | 0.0% | +1.7% | 25.974% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 12,712 | $248K | 0.0% | -4.2% | 0.748% | |
| 1/31/2023 | Resource Planning Group | 58,606 | $1.14M | 0.9% | -2.5% | 3.447% | |
| 1/10/2023 | Coldstream Capital Management Inc. | 13,847 | $270K | 0.0% | N/A | 0.989% | |
| 11/15/2022 | Flow Traders U.S. LLC | 57,823 | $1.04M | 0.1% | +11.2% | 4.130% | |
| 11/14/2022 | OLD Mission Capital LLC | 88,474 | $1.59M | 0.1% | -28.9% | 6.320% | |
| 11/10/2022 | UBS Group AG | 434,379 | $7.82M | 0.0% | +2,144.0% | 31.027% | |
| 8/13/2022 | Flow Traders U.S. LLC | 51,983 | $1.04M | 0.1% | +120.5% | 2.888% | |
| 8/11/2022 | Capital Asset Advisory Services LLC | 1,892 | $38K | 0.0% | -62.0% | 0.105% | |
| 8/8/2022 | Coldstream Capital Management Inc. | 804,400 | $16.13M | 0.7% | -7.3% | 44.689% | |
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| 8/5/2022 | OLD Mission Capital LLC | 124,375 | $2.49M | 0.1% | -1.7% | 6.910% | |
| 8/2/2022 | Advisory Services Network LLC | 12,473 | $250K | 0.0% | -36.6% | 0.693% | |
| 8/2/2022 | Resource Planning Group | 60,142 | $1.21M | 1.0% | +9.7% | 3.341% | |
| 5/11/2022 | Coldstream Capital Management Inc. | 867,583 | $20.17M | 0.7% | -3.5% | 48.199% | |
| 5/11/2022 | Patriot Financial Group Insurance Agency LLC | 1,200 | $28K | 0.0% | -45.5% | 0.067% | |
| 4/29/2022 | Capital Asset Advisory Services LLC | 4,975 | $116K | 0.0% | -15.3% | 0.276% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 1,781 | $43K | 0.0% | -37.1% | 0.105% | |
