| 8/14/2025 | Raymond James Financial Inc. | 6,636 | $147K | 0.0% | N/A | 0.664% | |
| 8/14/2025 | NewEdge Advisors LLC | 9,491 | $211K | 0.0% | -19.3% | 0.949% | |
| 8/5/2025 | Wakefield Asset Management LLLP | 41,279 | $916K | 0.3% | N/A | 4.128% | |
| 7/30/2025 | Journey Advisory Group LLC | 116,653 | $2.59M | 0.2% | N/A | 11.665% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 20,294 | $461K | 0.0% | -12.3% | 2.029% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 36,261 | $857K | 0.0% | -8.6% | 2.339% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 36,261 | $857K | 0.0% | -8.6% | 2.339% | |
| 5/16/2025 | NewEdge Advisors LLC | 11,758 | $278K | 0.0% | -7.1% | 0.759% | |
| 4/22/2025 | Nilsine Partners LLC | 31,371 | $742K | 0.1% | -12.2% | 2.024% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 23,136 | $547K | 0.0% | -15.3% | 2.012% | |
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| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 27,326 | $630K | 0.0% | N/A | 2.733% | |
| 2/18/2025 | GTS Securities LLC | 35,306 | $813K | 0.0% | -19.0% | 3.531% | |
| 2/13/2025 | NewEdge Advisors LLC | 12,659 | $292K | 0.0% | -9.2% | 1.266% | |
| 2/13/2025 | Wells Fargo & Company MN | 37,663 | $868K | 0.0% | -43.9% | 3.766% | |
| 2/11/2025 | LPL Financial LLC | 37,139 | $856K | 0.0% | -43.9% | 3.714% | |
| 1/22/2025 | Nilsine Partners LLC | 35,716 | $823K | 0.1% | -1.3% | 3.572% | |
| 11/15/2024 | Jane Street Group LLC | 10,061 | $258K | 0.0% | N/A | 0.774% | |
| 10/8/2024 | WealthCare Investment Partners LLC | 12,583 | $314K | 0.1% | -28.8% | 0.968% | |
| 7/31/2024 | Nilsine Partners LLC | 40,094 | $941K | 0.1% | -5.8% | 2.358% | |
| 7/18/2024 | WealthCare Investment Partners LLC | 17,680 | $415K | 0.2% | -18.5% | 1.040% | |
| 7/16/2024 | Apeiron RIA LLC | 11,553 | $271K | 0.1% | -21.0% | 0.680% | |
| 7/16/2024 | Bbjs Financial Advisors LLC | 123,672 | $2.90M | 1.1% | +0.8% | 7.275% | |
| 5/7/2024 | WMG Financial Advisors LLC | 30,657 | $762K | 0.4% | -10.2% | 1.394% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 95,826 | $2.38M | 0.0% | -6.4% | 4.356% | |
| 4/30/2024 | Private Advisor Group LLC | 28,190 | $701K | 0.0% | -12.5% | 1.281% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 91,898 | $2.29M | 0.0% | -4.5% | 4.177% | |
| 4/22/2024 | Nilsine Partners LLC | 42,576 | $1.06M | 0.1% | -85.6% | 1.935% | |
| 4/15/2024 | WealthCare Investment Partners LLC | 21,704 | $540K | 0.3% | -30.3% | 0.987% | |
| 2/14/2024 | Regal Investment Advisors LLC | 22,405 | $544K | 0.0% | -13.7% | 0.845% | |
| 2/9/2024 | Founders Financial Alliance LLC | 5,738 | $139K | 0.1% | +10.6% | 0.217% | |
| 2/8/2024 | WMG Financial Advisors LLC | 34,141 | $828K | 0.5% | -6.9% | 1.288% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 102,349 | $2.48M | 0.0% | -2.0% | 3.862% | |
| 2/6/2024 | Lincoln National Corp | 16,121 | $391K | 0.0% | -13.1% | 0.608% | |
| 2/6/2024 | Private Advisor Group LLC | 32,219 | $782K | 0.0% | -24.4% | 1.216% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 96,258 | $2.34M | 0.0% | -10.1% | 3.632% | |
| 2/2/2024 | Truist Financial Corp | 21,788 | $529K | 0.0% | -23.0% | 0.822% | |
| 2/1/2024 | NewSquare Capital LLC | 2,790 | $68K | 0.0% | -48.8% | 0.105% | |
| 1/25/2024 | International Assets Investment Management LLC | 25,109 | $609K | 0.0% | N/A | 0.948% | |
| 1/24/2024 | Nilsine Partners LLC | 296,520 | $7.19M | 1.1% | -14.9% | 11.189% | |
| 1/24/2024 | International Assets Investment Management LLC | 25,109 | $609K | 0.0% | N/A | 0.948% | |
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| 1/24/2024 | Commonwealth Retirement Investments LLC | 11,908 | $289K | 0.2% | N/A | 0.449% | |
| 1/23/2024 | Trust Co. of Oklahoma | 19,413 | $471K | 0.2% | -21.2% | 0.733% | |
| 1/18/2024 | WealthCare Investment Partners LLC | 31,126 | $760K | 0.4% | -11.5% | 1.038% | |
| 1/16/2024 | Raymond James & Associates | 14,907 | $362K | 0.0% | -70.1% | 0.497% | |
| 1/12/2024 | Apeiron RIA LLC | 16,693 | $405K | 0.1% | -17.4% | 0.538% | |
| 1/9/2024 | DB Wealth Management Group LLC | 6,573 | $159K | 0.1% | -66.0% | 0.212% | |
| 11/14/2023 | Gateway Advisory LLC | 77,997 | $1.85M | 0.4% | +5.4% | 1.814% | |
| 11/13/2023 | LPL Financial LLC | 197,664 | $4.68M | 0.0% | -19.6% | 4.597% | |
| 11/13/2023 | Regal Investment Advisors LLC | 25,960 | $615K | 0.0% | +74.6% | 0.604% | |
| 11/13/2023 | Transatlantique Private Wealth LLC | 50,761 | $1.20M | 0.6% | +4.0% | 1.180% | |
| 11/9/2023 | DB Wealth Management Group LLC | 19,324 | $458K | 0.3% | -62.4% | 0.449% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 104,477 | $2.47M | 0.0% | -4.8% | 2.430% | |
| 11/6/2023 | Lincoln National Corp | 18,559 | $439K | 0.0% | -3.8% | 0.432% | |
| 11/3/2023 | NewSquare Capital LLC | 5,448 | $129K | 0.0% | -99.0% | 0.127% | |
| 11/3/2023 | Private Advisor Group LLC | 42,605 | $1.01M | 0.0% | -1.1% | 0.979% | |
| 11/1/2023 | Nilsine Partners LLC | 348,302 | $8.25M | 1.2% | +114.0% | 8.007% | |
| 11/1/2023 | Csenge Advisory Group | 228,107 | $5.40M | 0.4% | +5.8% | 5.244% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 13,316 | $315K | 0.0% | -97.3% | 0.306% | |
| 10/24/2023 | Raymond James & Associates | 49,922 | $1.18M | 0.0% | -81.9% | 1.148% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 11,182 | $265K | 0.0% | -57.7% | 0.257% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 8,951 | $212K | 0.0% | -94.1% | 0.197% | |
| 10/19/2023 | Apeiron RIA LLC | 20,209 | $479K | 0.2% | +33.4% | 0.444% | |
| 10/17/2023 | DAVENPORT & Co LLC | 54,569 | $1.29M | 0.0% | -3.9% | 1.102% | |
| 10/16/2023 | Trust Co. of Oklahoma | 24,651 | $584K | 0.2% | +196.1% | 0.498% | |
| 10/11/2023 | CWM LLC | 339,706 | $8.04M | 0.0% | +47.6% | 6.596% | |
| 10/10/2023 | WealthCare Investment Partners LLC | 35,151 | $820K | 0.5% | -32.4% | 0.683% | |
| 10/10/2023 | Cyndeo Wealth Partners LLC | 243,643 | $5.77M | 0.6% | -2.5% | 4.731% | |
| 8/14/2023 | Guardian Wealth Advisors LLC NC | 46,170 | $1.21M | 0.2% | N/A | 0.119% | |
| 8/11/2023 | Regal Investment Advisors LLC | 14,872 | $390K | 0.0% | +51.9% | 0.038% | |
| 8/11/2023 | Baird Financial Group Inc. | 199,415 | $5.23M | 0.0% | -3.2% | 0.515% | |
| 8/10/2023 | Gateway Advisory LLC | 74,000 | $1.94M | 0.4% | +2.2% | 0.191% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 150,539 | $3.95M | 0.0% | -48.3% | 0.388% | |
| 8/10/2023 | Private Advisor Group LLC | 43,075 | $1.13M | 0.0% | +21.9% | 0.111% | |
| 8/10/2023 | Meitav Investment House Ltd. | 1,434 | $38K | 0.0% | N/A | 0.004% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 27,350 | $717K | 0.0% | -23.4% | 0.071% | |
| 8/8/2023 | Claro Advisors LLC | 8,359 | $219K | 0.1% | -5.8% | 0.022% | |
| 8/7/2023 | Lincoln National Corp | 19,296 | $506K | 0.0% | +4.7% | 0.050% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 79,842 | $2.09M | 0.0% | -0.6% | 0.206% | |
| 8/4/2023 | IFP Advisors Inc | 2,315 | $44K | 0.0% | -16.0% | 0.006% | |
| 8/3/2023 | Paragon Private Wealth Management LLC | 35,975 | $943K | 0.8% | -13.6% | 0.093% | |
| 8/3/2023 | WMG Financial Advisors LLC | 41,047 | $1.08M | 0.8% | -20.6% | 0.106% | |
| 8/3/2023 | CWM LLC | 230,091 | $6.03M | 0.0% | +51.7% | 0.594% | |
| 8/3/2023 | NewSquare Capital LLC | 536,591 | $14.07M | 1.5% | +160.1% | 1.385% | |
| 8/1/2023 | Truist Financial Corp | 332,909 | $8.73M | 0.0% | +3.2% | 0.869% | |
| 8/1/2023 | Merit Financial Group LLC | 64,361 | $1.69M | 0.1% | N/A | 0.168% | |
| 7/31/2023 | LPL Financial LLC | 245,920 | $6.45M | 0.0% | -43.7% | 0.642% | |
| 7/27/2023 | Cyndeo Wealth Partners LLC | 249,926 | $6.55M | 0.7% | +20.6% | 0.653% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 109,724 | $2.88M | 0.0% | -9.7% | 0.286% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 486,199 | $12.75M | 0.0% | +25.0% | 1.269% | |
| 7/25/2023 | Raymond James & Associates | 275,407 | $7.22M | 0.0% | +0.3% | 0.719% | |
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| 7/21/2023 | Nilsine Partners LLC | 162,722 | $4.27M | 0.6% | +30.3% | 0.424% | |
| 7/21/2023 | Kovack Advisors Inc. | 10,223 | $268K | 0.0% | -15.2% | 0.027% | |
| 7/20/2023 | Apeiron RIA LLC | 15,147 | $397K | 0.1% | +5.6% | 0.039% | |
| 7/20/2023 | DAVENPORT & Co LLC | 56,794 | $1.49M | 0.0% | +3.1% | 0.148% | |
| 7/20/2023 | Csenge Advisory Group | 215,648 | $5.65M | 0.4% | N/A | 0.562% | |
| 7/18/2023 | Atwood & Palmer Inc. | 5,205 | $136K | 0.0% | -38.2% | 0.014% | |
| 7/13/2023 | MinichMacGregor Wealth Management LLC | 147,038 | $3.86M | 1.2% | -1.7% | 0.386% | |
| 7/13/2023 | WealthCare Investment Partners LLC | 52,015 | $1.38M | 0.8% | +7.4% | 0.137% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 26,436 | $693K | 0.0% | +4.0% | 0.069% | |
| 7/12/2023 | Trust Co. of Oklahoma | 8,325 | $218K | 0.1% | N/A | 0.022% | |
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