| 7/12/2026 | Walker Asset Management LLC | 8,969 | $328K | 0.2% | +5.2% | 0.313% | |
| 5/19/2026 | Bank of America Corp DE | 105,006 | $3.48M | 0.0% | +65.1% | 3.846% | |
| 5/19/2026 | Arkadios Wealth Advisors | 17,753 | $589K | 0.0% | +7.8% | 0.650% | |
| 5/14/2026 | Lido Advisors LLC | 11,412 | $379K | 0.0% | +5.4% | 0.418% | |
| 5/13/2026 | Cetera Investment Advisers | 45,096 | $1.50M | 0.0% | +16.0% | 1.652% | |
| 4/29/2026 | Interactive Financial Advisors Inc. | 29,297 | $972K | 0.6% | +9.0% | 1.073% | |
| 4/27/2026 | Sound Income Strategies LLC | 51,398 | $1.70M | 0.1% | -3.1% | 1.876% | |
| 4/24/2026 | James Investment Research Inc. | 15,547 | $516K | 0.1% | -3.4% | 0.563% | |
| 4/24/2026 | Walker Asset Management LLC | 8,528 | $283K | 0.2% | +5.9% | 0.309% | |
| 4/16/2026 | Sheets Smith Wealth Management | 29,322 | $973K | 0.1% | +9.0% | 1.062% | |
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| 2/17/2026 | Cetera Investment Advisers | 38,879 | $1.31M | 0.0% | +3.2% | 1.350% | |
| 2/17/2026 | Equitable Holdings Inc. | 48,434 | $1.63M | 0.0% | +15.8% | 1.682% | |
| 2/17/2026 | Osaic Holdings Inc. | 7,229 | $243K | 0.0% | -8.2% | 0.251% | |
| 2/16/2026 | MML Investors Services LLC | 11,157 | $375K | 0.0% | +2.7% | 0.387% | |
| 2/13/2026 | Gerber Kawasaki Wealth & Investment Management | 43,313 | $1.46M | 0.1% | -3.1% | 1.504% | |
| 2/13/2026 | Summit Financial LLC | 10,300 | $346K | 0.0% | N/A | 0.358% | |
| 2/12/2026 | Jane Street Group LLC | 7,874 | $265K | 0.0% | -29.9% | 0.273% | |
| 2/12/2026 | Sykon Capital LLC | 26,694 | $898K | 0.3% | N/A | 0.927% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 884 | $30K | 0.0% | +12,528.6% | 0.031% | |
| 2/11/2026 | LPL Financial LLC | 109,880 | $3.70M | 0.0% | -54.6% | 3.815% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 35,628 | $1.20M | 0.0% | -1.3% | 1.237% | |
| 2/10/2026 | Fielder Capital Group LLC | 8,578 | $288K | 0.1% | N/A | 0.298% | |
| 2/9/2026 | Collaborative Wealth Managment Inc. | 8,964 | $301K | 0.1% | -30.1% | 0.311% | |
| 2/9/2026 | Clearstead Advisors LLC | 8,293 | $279K | 0.0% | N/A | 0.288% | |
| 2/6/2026 | IFP Advisors Inc | 281,946 | $9.48M | 0.2% | +19.8% | 9.790% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 7,675 | $258K | 0.0% | N/A | 0.266% | |
| 1/29/2026 | James Investment Research Inc. | 16,088 | $541K | 0.1% | -2.3% | 0.553% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 3,331 | $112K | 0.0% | -18.4% | 0.114% | |
| 1/26/2026 | Oxinas Partners LLC | 16,112 | $542K | 0.3% | -18.9% | 0.554% | |
| 1/23/2026 | Farther Finance Advisors LLC | 27,044 | $909K | 0.0% | +1.1% | 0.929% | |
| 1/22/2026 | Triad Wealth Partners LLC | 10,573 | $356K | 0.0% | N/A | 0.363% | |
| 1/21/2026 | Sound Income Strategies LLC | 53,046 | $1.86M | 0.1% | -4.8% | 1.823% | |
| 1/21/2026 | Capital Management Associates Inc | 36,125 | $1.22M | 0.3% | -9.7% | 1.241% | |
| 1/20/2026 | Sheets Smith Wealth Management | 26,909 | $905K | 0.1% | +14.7% | 0.925% | |
| 1/16/2026 | Walker Asset Management LLC | 8,051 | $271K | 0.1% | -4.1% | 0.277% | |
| 1/15/2026 | Burns Matteson Capital Management LLC | 26,229 | $882K | 0.3% | -2.4% | 0.901% | |
| 12/2/2025 | IFP Advisors Inc | 235,316 | $8.34M | 0.2% | -23.6% | 7.003% | |
| 11/17/2025 | Bank of America Corp DE | 36,183 | $1.28M | 0.0% | +21.8% | 1.077% | |
| 11/14/2025 | Raymond James Financial Inc. | 160,659 | $5.70M | 0.0% | +27.1% | 4.782% | |
| 11/14/2025 | Equitable Holdings Inc. | 41,817 | $1.48M | 0.0% | +12.8% | 1.245% | |
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| 11/13/2025 | UBS Group AG | 16,449 | $583K | 0.0% | +67.0% | 0.490% | |
| 11/13/2025 | BNP Paribas Financial Markets | 10,000 | $355K | 0.0% | N/A | 0.298% | |
| 11/13/2025 | Gerber Kawasaki Wealth & Investment Management | 44,691 | $1.58M | 0.1% | +1.6% | 1.330% | |
| 11/12/2025 | Aptus Capital Advisors LLC | 3,929 | $139K | 0.0% | -31.6% | 0.117% | |
| 11/10/2025 | Koshinski Asset Management Inc. | 7,453 | $264K | 0.0% | +6.5% | 0.222% | |
| 11/7/2025 | Collaborative Wealth Managment Inc. | 12,821 | $455K | 0.2% | -24.2% | 0.382% | |
| 11/6/2025 | Oxinas Partners Wealth Management LLC | 19,878 | $705K | 0.4% | -7.0% | 0.592% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 19,275 | $683K | 0.0% | +8.9% | 0.579% | |
| 11/4/2025 | Fortem Financial Group LLC | 9,011 | $319K | 0.1% | -17.6% | 0.271% | |
| 10/31/2025 | James Investment Research Inc. | 16,468 | $584K | 0.1% | -10.0% | 0.495% | |
| 10/29/2025 | Arkadios Wealth Advisors | 16,593 | $588K | 0.0% | -1.8% | 0.498% | |
| 10/29/2025 | Interactive Financial Advisors Inc. | 26,828 | $951K | 0.5% | -1.9% | 0.806% | |
| 10/28/2025 | Evergreen Capital Management LLC | 8,100 | $287K | 0.0% | N/A | 0.243% | |
| 10/16/2025 | Burns Matteson Capital Management LLC | 26,881 | $953K | 0.3% | +23.6% | 0.807% | |
| 10/16/2025 | Sheets Smith Wealth Management | 23,454 | $832K | 0.1% | +11.2% | 0.704% | |
| 10/14/2025 | Farther Finance Advisors LLC | 26,740 | $948K | 0.0% | -2.9% | 0.803% | |
| 10/14/2025 | Walker Asset Management LLC | 8,393 | $298K | 0.2% | +4.2% | 0.252% | |
| 10/10/2025 | Sound Income Strategies LLC | 55,694 | $1.92M | 0.1% | N/A | 1.672% | |
| 9/4/2025 | Osaic Holdings Inc. | 7,503 | $263K | 0.0% | -13.2% | 0.248% | |
| 8/15/2025 | Bank of America Corp DE | 29,712 | $1.04M | 0.0% | +2.7% | 0.981% | |
| 8/14/2025 | Jane Street Group LLC | 8,730 | $306K | 0.0% | N/A | 0.288% | |
| 8/14/2025 | Raymond James Financial Inc. | 126,441 | $4.43M | 0.0% | +27.8% | 4.173% | |
| 8/14/2025 | Quantinno Capital Management LP | 11,463 | $402K | 0.0% | +12.7% | 0.378% | |
| 8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 43,968 | $1.54M | 0.1% | -19.2% | 1.451% | |
| 8/13/2025 | Lido Advisors LLC | 10,979 | $385K | 0.0% | -8.8% | 0.362% | |
| 8/8/2025 | Collaborative Wealth Managment Inc. | 16,917 | $593K | 0.3% | -18.4% | 0.558% | |
| 8/8/2025 | Cetera Investment Advisers | 13,301 | $466K | 0.0% | -31.6% | 0.439% | |
| 8/4/2025 | Arkadios Wealth Advisors | 16,901 | $592K | 0.0% | +7.0% | 0.558% | |
| 8/4/2025 | Quaker Wealth Management LLC | 28,945 | $1.01M | 0.3% | -202.2% | 0.955% | |
| 8/1/2025 | James Investment Research Inc. | 18,305 | $641K | 0.1% | -3.1% | 0.604% | |
| 7/29/2025 | Interactive Financial Advisors Inc. | 27,335 | $958K | 0.5% | +1.5% | 0.902% | |
| 7/25/2025 | Wealth Advisory Team LLC | 5,747 | $201K | 0.2% | N/A | 0.190% | |
| 7/24/2025 | IFP Advisors Inc | 308,087 | $10.79M | 0.3% | +2.1% | 10.168% | |
| 7/23/2025 | Capital Management Associates Inc | 40,200 | $1.41M | 0.4% | -32.9% | 1.327% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 6,672 | $234K | 0.0% | N/A | 0.220% | |
| 7/22/2025 | Kickstand Ventures LLC. | 6,672 | $234K | 0.1% | -8.9% | 0.220% | |
| 7/17/2025 | Walker Asset Management LLC | 8,051 | $282K | 0.2% | -4.7% | 0.266% | |
| 7/16/2025 | Cadent Capital Advisors LLC | 22,838 | $800K | 0.3% | -3.0% | 0.754% | |
| 7/15/2025 | Oxinas Partners Wealth Management LLC | 21,364 | $748K | 0.4% | -3.5% | 0.705% | |
| 7/15/2025 | Sheets Smith Wealth Management | 21,089 | $739K | 0.1% | N/A | 0.696% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 25,179 | $899K | 0.0% | +159.3% | 0.823% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 25,179 | $899K | 0.0% | +159.3% | 0.789% | |
| 5/16/2025 | Banque Transatlantique SA | 3,348 | $110K | 0.0% | N/A | 0.105% | |
| 5/16/2025 | 5th Street Advisors LLC | 28,860 | $1.03M | 0.5% | N/A | 0.905% | |
| 5/15/2025 | Royal Bank of Canada | 13,228 | $472K | 0.0% | -81.8% | 0.415% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 54,397 | $1.94M | 0.1% | -5.4% | 1.705% | |
| 5/14/2025 | Kestra Advisory Services LLC | 38,625 | $1.38M | 0.0% | -0.9% | 1.211% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 7,059 | $252K | 0.0% | -10.6% | 0.221% | |
| 5/13/2025 | Seek First Inc. | 6,087 | $217K | 0.2% | N/A | 0.191% | |
| 5/13/2025 | Raymond James Financial Inc. | 98,920 | $3.53M | 0.0% | +6.6% | 3.101% | |
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| 5/9/2025 | Kickstand Ventures LLC. | 7,327 | $262K | 0.1% | +4.4% | 0.230% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 20,732 | $740K | 0.3% | -2.0% | 0.650% | |
| 5/8/2025 | NorthRock Partners LLC | 3,400 | $121K | 0.0% | N/A | 0.107% | |
| 5/8/2025 | Arkadios Wealth Advisors | 15,795 | $564K | 0.0% | +6.3% | 0.495% | |
| 5/7/2025 | LPL Financial LLC | 262,600 | $9.38M | 0.0% | +9.5% | 8.232% | |
| 5/6/2025 | Cetera Investment Advisers | 19,447 | $694K | 0.0% | -4.4% | 0.610% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 21,655 | $773K | 0.0% | +17.3% | 0.679% | |
| 5/5/2025 | IFP Advisors Inc | 301,868 | $10.78M | 0.3% | +10.8% | 9.463% | |
| 5/5/2025 | Private Advisor Group LLC | 27,446 | $980K | 0.0% | -20.0% | 0.860% | |
| 5/2/2025 | Burns Matteson Capital Management LLC | 8,625 | $308K | 0.1% | -10.8% | 0.270% | |