| 10/15/2025 | World Investment Advisors | 116,267 | $2.88M | 0.1% | -2.0% | 10.570% | |
| 10/15/2025 | Brookstone Capital Management | 41,220 | $1.02M | 0.0% | -3.9% | 3.747% | |
| 10/10/2025 | Sound Income Strategies LLC | 8,671 | $215K | 0.0% | N/A | 0.788% | |
| 8/15/2025 | Chapman Financial Group LLC | 5,000 | $124K | 0.1% | N/A | 0.455% | |
| 8/15/2025 | MML Investors Services LLC | 25,295 | $626K | 0.0% | N/A | 2.300% | |
| 8/15/2025 | Bank of America Corp DE | 4,000 | $99K | 0.0% | N/A | 0.364% | |
| 8/14/2025 | Jane Street Group LLC | 17,019 | $421K | 0.0% | N/A | 1.547% | |
| 8/13/2025 | Maia Wealth LLC | 16,919 | $419K | 0.1% | -66.4% | 1.538% | |
| 8/4/2025 | World Investment Advisors | 118,661 | $2.95M | 0.1% | +5.7% | 10.787% | |
| 7/31/2025 | Whipplewood Advisors LLC | 28,756 | $711K | 0.4% | -1.7% | 2.614% | |
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| 7/30/2025 | Brookstone Capital Management | 42,899 | $1.06M | 0.0% | +5.7% | 3.900% | |
| 7/28/2025 | Harbour Investments Inc. | 167,907 | $4.15M | 0.1% | +144.0% | 15.264% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 15,391 | $381K | 0.0% | +2.7% | 1.399% | |
| 7/25/2025 | CWM LLC | 4,032 | $100K | 0.0% | -74.9% | 0.367% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,420 | $35K | 0.0% | -68.4% | 0.129% | |
| 5/15/2025 | OLD Mission Capital LLC | 77,864 | $1.91M | 0.0% | +105.3% | 7.079% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 11,715 | $287K | 0.0% | N/A | 1.065% | |
| 5/12/2025 | Maia Wealth LLC | 50,289 | $1.21M | 0.3% | -3.2% | 4.572% | |
| 5/8/2025 | Harbour Investments Inc. | 68,817 | $1.69M | 0.0% | -1.0% | 6.256% | |
| 5/1/2025 | CWM LLC | 16,036 | $394K | 0.0% | -13.4% | 1.458% | |
| 4/29/2025 | World Investment Advisors | 112,215 | $2.77M | 0.1% | -2.7% | 10.201% | |
| 4/15/2025 | Accurate Wealth Management LLC | 10,027 | $239K | 0.0% | N/A | 0.973% | |
| 4/14/2025 | Farther Finance Advisors LLC | 4,492 | $110K | 0.0% | -94.5% | 0.436% | |
| 4/10/2025 | Whipplewood Advisors LLC | 29,244 | $712K | 0.2% | N/A | 2.839% | |
| 2/18/2025 | Sunbelt Securities Inc. | 23,307 | $583K | 0.1% | -14.9% | 2.220% | |
| 2/17/2025 | Chapman Financial Group LLC | 5,000 | $123K | 0.1% | N/A | 0.476% | |
| 2/14/2025 | Bellwether Advisors LLC | 4,072 | $100K | 0.0% | N/A | 0.388% | |
| 2/12/2025 | World Investment Advisors | 115,288 | $2.86M | 0.1% | -3.0% | 10.980% | |
| 2/12/2025 | OLD Mission Capital LLC | 37,934 | $935K | 0.0% | +233.2% | 3.613% | |
| 2/10/2025 | Harbour Investments Inc. | 69,535 | $1.72M | 0.0% | -2.6% | 6.622% | |
| 2/10/2025 | Farther Finance Advisors LLC | 82,023 | $2.02M | 0.1% | N/A | 7.812% | |
| 1/13/2025 | Brookstone Capital Management | 42,382 | $1.05M | 0.0% | -17.0% | 4.036% | |
| 11/25/2024 | World Investment Advisors LLC | 118,814 | $2.93M | 0.1% | +67.8% | 11.316% | |
| 11/5/2024 | Harbour Investments Inc. | 71,420 | $1.76M | 0.1% | -8.1% | 6.802% | |
| 10/30/2024 | Maia Wealth LLC | 51,591 | $1.28M | 0.3% | +1.6% | 4.913% | |
| 8/16/2024 | Sunbelt Securities Inc. | 27,237 | $670K | 0.1% | +235.1% | 2.594% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 60,998 | $1.50M | 0.0% | +8.5% | 5.809% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 45,239 | $1.11M | 0.0% | -39.8% | 4.308% | |
| 7/18/2024 | Brookstone Capital Management | 50,969 | $1.26M | 0.0% | +11.1% | 4.854% | |
| 7/16/2024 | Maia Wealth LLC | 50,762 | $1.26M | 0.4% | N/A | 4.834% | |
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| 7/10/2024 | CWM LLC | 16,941 | $417K | 0.0% | N/A | 1.613% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 56,203 | $1.38M | 0.0% | -11.9% | 5.353% | |
| 4/15/2024 | Brookstone Capital Management | 45,887 | $1.13M | 0.0% | +1.4% | 3.922% | |
| 4/15/2024 | Sunbelt Securities Inc. | 8,127 | $199K | 0.0% | -11.0% | 0.695% | |
| 2/16/2024 | Secured Retirement Advisors LLC | 19,105 | $472K | 0.5% | N/A | 1.633% | |
| 2/9/2024 | Atlantic Private Wealth LLC | 5,976 | $148K | 0.1% | N/A | 0.511% | |
| 2/7/2024 | Principal Securities Inc. | 18,281 | $451K | 0.0% | N/A | 1.562% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 75,480 | $1.86M | 0.0% | -15.6% | 6.451% | |
| 11/16/2023 | Harbour Investments Inc. | 64,935 | $1.60M | 0.1% | +57.7% | 5.550% | |
| 11/8/2023 | HighTower Advisors LLC | 28,002 | $689K | 0.0% | +2.1% | 2.393% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 89,397 | $2.20M | 0.0% | +0.8% | 7.641% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 67,971 | $1.67M | 0.0% | +9.5% | 5.809% | |
| 10/20/2023 | Brookstone Capital Management | 45,170 | $1.11M | 0.0% | -49.4% | 3.861% | |
| 10/11/2023 | AE Wealth Management LLC | 18,077 | $444K | 0.0% | N/A | 1.545% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 62,058 | $1.54M | 0.0% | N/A | 5.304% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 88,657 | $2.20M | 0.0% | N/A | 15.554% | |
| 7/27/2023 | David R. Rahn & Associates Inc. | 10,230 | $254K | 0.1% | N/A | 1.795% | |
| 7/11/2023 | Brookstone Capital Management | 89,295 | $2.21M | 0.0% | N/A | 15.666% | |