| 8/14/2025 | Raymond James Financial Inc. | 70,217 | $1.76M | 0.0% | -14.6% | 2.302% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 1,306 | $33K | 0.0% | N/A | 0.043% | |
| 8/8/2025 | Cetera Investment Advisers | 186,119 | $4.66M | 0.0% | -4.7% | 6.102% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 13,584 | $340K | 0.0% | -13.6% | 0.445% | |
| 8/5/2025 | Integrity Financial Corp WA | 38,112 | $955K | 0.5% | -16.2% | 1.250% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 10,193 | $255K | 0.0% | -14.2% | 0.334% | |
| 7/28/2025 | Nvest Financial LLC | 9,077 | $227K | 0.1% | N/A | 0.298% | |
| 7/28/2025 | Mutual Advisors LLC | 8,199 | $207K | 0.0% | N/A | 0.269% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 62,046 | $1.56M | 0.1% | N/A | 2.034% | |
| 7/18/2025 | Cooper Financial Group | 80,571 | $2.02M | 0.2% | +0.8% | 2.642% | |
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| 7/11/2025 | Silver Oak Securities Incorporated | 15,149 | $380K | 0.0% | -4.2% | 0.497% | |
| 5/12/2025 | Cooper Financial Group | 79,963 | $1.90M | 0.2% | +2.5% | 2.387% | |
| 5/12/2025 | Integrity Financial Corp WA | 45,506 | $1.08M | 0.6% | +36.8% | 1.358% | |
| 5/8/2025 | Harbour Investments Inc. | 24,552 | $582K | 0.0% | -5.8% | 0.733% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 15,717 | $373K | 0.0% | -30.6% | 0.469% | |
| 5/7/2025 | LPL Financial LLC | 85,014 | $2.02M | 0.0% | N/A | 2.538% | |
| 5/6/2025 | Cetera Investment Advisers | 195,212 | $4.63M | 0.0% | +19.2% | 5.827% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 45,085 | $1.07M | 0.0% | +97.7% | 1.346% | |
| 5/6/2025 | Ignite Planners LLC | 18,149 | $438K | 0.1% | +81.8% | 0.542% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 21,380 | $507K | 0.0% | N/A | 0.638% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 1,909 | $45K | 0.0% | +60.7% | 0.057% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,898 | $45K | 0.0% | +30.0% | 0.057% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 34,106 | $809K | 0.0% | -22.1% | 1.018% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 12,909 | $306K | 0.0% | -18.8% | 0.461% | |
| 4/14/2025 | SOA Wealth Advisors LLC. | 11,844 | $281K | 0.0% | +14.6% | 0.423% | |
| 4/9/2025 | NBC Securities Inc. | 5,834 | $138K | 0.0% | +194,366.7% | 0.208% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 15,889 | $359K | 0.0% | N/A | 0.588% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 1,188 | $26K | 0.0% | N/A | 0.045% | |
| 2/17/2025 | Cetera Investment Advisers | 163,712 | $3.70M | 0.0% | +3.3% | 4.093% | |
| 2/14/2025 | Prosperity Consulting Group LLC | 22,641 | $511K | 0.0% | -8.3% | 0.566% | |
| 2/13/2025 | NewEdge Advisors LLC | 9,730 | $220K | 0.0% | -59.3% | 0.243% | |
| 2/13/2025 | Mariner LLC | 14,420 | $325K | 0.0% | +7.5% | 0.361% | |
| 2/13/2025 | Integrity Financial Corp WA | 33,257 | $751K | 0.4% | +9.4% | 0.831% | |
| 2/13/2025 | Raymond James Financial Inc. | 89,872 | $2.03M | 0.0% | N/A | 2.247% | |
| 2/13/2025 | Advisory Services Network LLC | 21,749 | $491K | 0.0% | -44.1% | 0.544% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 15,768 | $356K | 0.0% | -32.0% | 0.394% | |
| 2/12/2025 | OLD Mission Capital LLC | 19,796 | $447K | 0.0% | -27.8% | 0.495% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,460 | $33K | 0.0% | -33.0% | 0.037% | |
| 2/10/2025 | Harbour Investments Inc. | 26,052 | $588K | 0.0% | +6.2% | 0.651% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 509,751 | $11.51M | 0.0% | +17.8% | 12.744% | |
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| 2/10/2025 | Avantax Advisory Services Inc. | 22,808 | $515K | 0.0% | +20.8% | 0.570% | |
| 2/6/2025 | Raymond James Financial Inc. | 89,872 | $2.03M | 0.0% | N/A | 2.247% | |
| 2/4/2025 | IFP Advisors Inc | 5,373 | $121K | 0.0% | -27.2% | 0.134% | |
| 1/31/2025 | Global Retirement Partners LLC | 122,729 | $2.77M | 0.1% | +1.2% | 3.068% | |
| 1/30/2025 | DHJJ Financial Advisors Ltd. | 19,666 | $444K | 0.2% | +8.5% | 0.492% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 15,809 | $357K | 0.0% | +30.7% | 0.395% | |
| 1/14/2025 | Ignite Planners LLC | 9,985 | $226K | 0.0% | +23.3% | 0.250% | |
| 1/13/2025 | Cooper Financial Group | 78,020 | $1.76M | 0.2% | +142.9% | 1.951% | |
| 11/6/2024 | 1776 Wealth LLC | 30,870 | $766K | 0.3% | -15.8% | 0.772% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 42,208 | $1.05M | 0.0% | -3.4% | 1.055% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 2,179 | $54K | 0.0% | N/A | 0.054% | |
| 10/21/2024 | Integrity Financial Corp WA | 30,391 | $754K | 0.4% | -19.8% | 0.760% | |
| 10/16/2024 | Global Retirement Partners LLC | 121,299 | $3.01M | 0.1% | -7.3% | 3.032% | |
| 10/8/2024 | Ignite Planners LLC | 8,100 | $201K | 0.0% | N/A | 0.203% | |
| 8/22/2024 | Cetera Investment Advisers | 114,090 | $2.69M | 0.0% | -40.0% | 2.852% | |
| 8/16/2024 | Susquehanna International Group LLP | 149,245 | $3.52M | 0.0% | +72.1% | 3.731% | |
| 8/8/2024 | Prosperity Consulting Group LLC | 24,682 | $582K | 0.1% | -2.7% | 0.617% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 580,842 | $13.69M | 0.0% | -47.6% | 14.521% | |
| 7/30/2024 | Integrity Financial Corp WA | 37,891 | $893K | 0.6% | -1.2% | 0.947% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 45,521 | $1.07M | 0.0% | -29.7% | 1.138% | |
| 7/18/2024 | Triad Wealth Partners LLC | 2,516 | $59K | 0.0% | N/A | 0.063% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 8,842 | $208K | 0.0% | N/A | 0.221% | |
| 7/5/2024 | HBW Advisory Services LLC | 11,689 | $276K | 0.0% | N/A | 0.292% | |
| 5/24/2024 | Cetera Advisors LLC | 45,804 | $1.08M | 0.0% | N/A | 1.145% | |
| 5/24/2024 | Cetera Investment Advisers | 190,040 | $4.47M | 0.0% | +433.3% | 4.751% | |
| 5/17/2024 | Advisory Resource Group | 20,285 | $477K | 0.1% | N/A | 0.507% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 11,323 | $266K | 0.0% | N/A | 0.283% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 21,521 | $506K | 0.0% | +6.7% | 0.538% | |
| 5/3/2024 | Integrity Financial Corp WA | 38,336 | $902K | 0.6% | +81.1% | 0.958% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 12,800 | $301K | 0.1% | N/A | 0.320% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 157,559 | $3.71M | 0.0% | N/A | 3.939% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 25,365 | $597K | 0.1% | -19.2% | 0.634% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,109,142 | $26.09M | 0.0% | +339.1% | 27.386% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 64,744 | $1.52M | 0.0% | +155.0% | 1.599% | |
| 4/23/2024 | Global Retirement Partners LLC | 121,567 | $2.86M | 0.1% | -1.1% | 3.002% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 181,554 | $4.27M | 0.0% | +1.8% | 4.483% | |
| 4/12/2024 | Ignite Planners LLC | 9,780 | $229K | 0.1% | N/A | 0.332% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 17,756 | $418K | 0.2% | +58.7% | 0.602% | |
| 4/10/2024 | Ferguson Shapiro LLC | 11,000 | $259K | 0.1% | N/A | 0.373% | |
| 4/10/2024 | SOA Wealth Advisors LLC. | 10,335 | $243K | 0.1% | +12.0% | 0.350% | |
| 4/10/2024 | EWG Elevate Inc. | 44,176 | $1.04M | 0.4% | N/A | 1.497% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 20,167 | $459K | 0.0% | N/A | 0.684% | |
| 2/7/2024 | Integrity Financial Corp WA | 21,167 | $482K | 0.3% | N/A | 0.718% | |
| 2/7/2024 | Arlington Capital Management Inc. | 22,111 | $503K | 0.5% | N/A | 0.750% | |
| 2/6/2024 | Avidian Wealth Solutions LLC | 13,436 | $306K | 0.0% | N/A | 0.455% | |
| 2/6/2024 | Ifrah Financial Services Inc. | 12,137 | $276K | 0.1% | -5.3% | 0.411% | |
| 1/18/2024 | Global Retirement Partners LLC | 122,962 | $2.76M | 0.1% | N/A | 4.168% | |
| 1/18/2024 | Altfest L J & Co. Inc. | 42,308 | $962K | 0.1% | N/A | 1.434% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 178,378 | $4.06M | 0.0% | +500.0% | 6.047% | |
| 1/16/2024 | Raymond James & Associates | 10,248 | $233K | 0.0% | N/A | 0.347% | |
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| 11/4/2023 | NBC Securities Inc. | 1,511 | $31K | 0.0% | N/A | 0.051% | |
| 8/2/2023 | 1776 Wealth LLC | 34,482 | $758K | 0.4% | +3.2% | 1.169% | |
| 5/9/2023 | 1776 Wealth LLC | 33,413 | $713K | 0.4% | +16.4% | 1.152% | |
| 3/6/2023 | OLD Mission Capital LLC | 4,967 | $99K | 0.0% | -76.2% | 0.000% | |
| 11/14/2022 | OLD Mission Capital LLC | 20,863 | $357K | 0.0% | -47.0% | 0.000% | |
| 8/10/2022 | Corrado Advisors LLC | 35,386 | $659K | 0.5% | -2.5% | 0.000% | |
| 5/5/2022 | Corrado Advisors LLC | 36,299 | $740K | 0.5% | -5.6% | 0.000% | |
| 2/10/2022 | OLD Mission Capital LLC | 49,273 | $1.05M | 0.0% | N/A | 0.000% | |
| 1/13/2022 | SOA Wealth Advisors LLC. | 9,230 | $195K | 0.0% | N/A | 0.000% | |
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