| 8/8/2025 | Condor Capital Management | 389,744 | $17.19M | 1.5% | +2.8% | 9.993% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 166,437 | $7.34M | 0.0% | -0.5% | 4.268% | |
| 7/29/2025 | Goldstein Advisors LLC | 8,010 | $353K | 0.0% | -37.9% | 0.205% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,960 | $175K | 0.0% | -20.8% | 0.102% | |
| 7/16/2025 | Dakota Wealth Management | 159,476 | $7.03M | 0.1% | -10.9% | 4.089% | |
| 5/12/2025 | Benjamin Edwards Inc. | 9,111 | $399K | 0.0% | -17.2% | 0.212% | |
| 5/12/2025 | Condor Capital Management | 379,186 | $16.59M | 1.5% | +3.0% | 8.818% | |
| 5/7/2025 | LPL Financial LLC | 112,677 | $4.93M | 0.0% | +17.6% | 2.620% | |
| 5/6/2025 | Flynn Zito Capital Management LLC | 14,120 | $618K | 0.3% | +8.3% | 0.328% | |
| 5/5/2025 | IFP Advisors Inc | 25,737 | $1.13M | 0.0% | +2.6% | 0.592% | |
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| 5/2/2025 | Fortis Group Advisors LLC | 46,811 | $2.05M | 0.4% | +20.7% | 1.076% | |
| 5/2/2025 | Dakota Wealth Management | 178,970 | $7.83M | 0.2% | -16.0% | 4.114% | |
| 4/30/2025 | Slagle Financial LLC | 42,254 | $1.85M | 0.8% | +7.9% | 0.971% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 28,126 | $1.23M | 0.0% | N/A | 0.647% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 167,212 | $7.31M | 0.0% | +9.9% | 3.844% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 5,000 | $219K | 0.0% | +6.3% | 0.115% | |
| 4/22/2025 | Advisor Resource Council | 21,056 | $921K | 0.1% | N/A | 0.484% | |
| 2/18/2025 | Mpwm Advisory Solutions LLC | 1,475 | $64K | 0.0% | N/A | 0.033% | |
| 2/17/2025 | Citadel Advisors LLC | 37,136 | $1.60M | 0.0% | -22.7% | 0.835% | |
| 2/14/2025 | Jane Street Group LLC | 39,710 | $1.72M | 0.0% | +21.1% | 0.892% | |
| 2/13/2025 | Raymond James Financial Inc. | 47,193 | $2.04M | 0.0% | N/A | 1.061% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 152,086 | $6.57M | 0.0% | +24.7% | 3.418% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 1,665 | $72K | 0.0% | -24.9% | 0.037% | |
| 2/12/2025 | Slagle Financial LLC | 39,146 | $1.69M | 0.8% | +4.8% | 0.880% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 667,665 | $28.84M | 0.3% | -1.0% | 15.004% | |
| 2/12/2025 | Broadway Wealth Solutions Inc. | 6,823 | $295K | 0.2% | N/A | 0.153% | |
| 2/11/2025 | LPL Financial LLC | 95,827 | $4.14M | 0.0% | +13.9% | 2.153% | |
| 2/11/2025 | American Century Companies Inc. | 1,972,635 | $85.20M | 0.0% | 0.0% | 44.329% | |
| 2/11/2025 | Condor Capital Management | 368,257 | $15.91M | 1.4% | +1.7% | 8.275% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 34,080 | $1.47M | 0.0% | -60.3% | 0.766% | |
| 2/6/2025 | Raymond James Financial Inc. | 47,193 | $2.04M | 0.0% | N/A | 1.061% | |
| 2/5/2025 | Flynn Zito Capital Management LLC | 13,042 | $563K | 0.3% | +49.1% | 0.293% | |
| 2/4/2025 | IFP Advisors Inc | 25,095 | $1.08M | 0.0% | +40.9% | 0.564% | |
| 1/31/2025 | Fortis Group Advisors LLC | 38,793 | $1.68M | 0.3% | +20.1% | 0.872% | |
| 1/17/2025 | Goldstein Advisors LLC | 12,975 | $560K | 0.1% | -2.5% | 0.292% | |
| 1/17/2025 | Dakota Wealth Management | 212,965 | $9.20M | 0.2% | -14.3% | 4.786% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 4,702 | $203K | 0.0% | N/A | 0.106% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 674,363 | $30.14M | 0.7% | -5.4% | 15.154% | |
| 11/15/2024 | Jane Street Group LLC | 32,795 | $1.47M | 0.0% | -76.9% | 0.737% | |
| 11/15/2024 | Benjamin Edwards Inc. | 11,025 | $493K | 0.0% | N/A | 0.248% | |
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| 10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 6,290 | $281K | 0.0% | N/A | 0.141% | |
| 10/23/2024 | Dakota Wealth Management | 248,619 | $11.11M | 0.3% | -21.2% | 5.587% | |
| 10/21/2024 | Fortis Group Advisors LLC | 32,296 | $1.44M | 0.3% | N/A | 0.726% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 6,904 | $297K | 0.0% | +93.7% | 0.155% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 87,214 | $3.75M | 0.0% | +50.7% | 1.960% | |
| 8/8/2024 | Condor Capital Management | 342,382 | $14.74M | 1.4% | +7.0% | 7.694% | |
| 8/6/2024 | Flynn Zito Capital Management LLC | 7,099 | $306K | 0.2% | +6.1% | 0.160% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 84,837 | $3.65M | 0.0% | +3.8% | 1.906% | |
| 7/24/2024 | Slagle Financial LLC | 34,305 | $1.48M | 0.8% | +4.7% | 0.771% | |
| 7/24/2024 | Goldstein Advisors LLC | 13,172 | $567K | 0.1% | -1.8% | 0.296% | |
| 7/22/2024 | Legacy CG LLC | 6,380 | $275K | 0.1% | -98.4% | 0.143% | |
| 7/22/2024 | Dakota Wealth Management | 315,636 | $13.59M | 0.3% | -9.1% | 7.093% | |
| 5/16/2024 | Slagle Financial LLC | 32,763 | $1.42M | 0.8% | -48.2% | 0.736% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 738,553 | $32.06M | 0.3% | -13.7% | 16.597% | |
| 5/9/2024 | Condor Capital Management | 320,037 | $13.89M | 1.4% | +219.0% | 7.192% | |
| 5/1/2024 | Flynn Zito Capital Management LLC | 6,691 | $290K | 0.1% | +21.8% | 0.150% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 81,729 | $3.55M | 0.0% | +1.7% | 1.837% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 3,564 | $155K | 0.0% | +211.8% | 0.080% | |
| 4/24/2024 | Dakota Wealth Management | 347,395 | $15.08M | 0.4% | N/A | 7.807% | |
| 4/22/2024 | Legacy CG LLC | 407,620 | $17.69M | 6.4% | +11.3% | 9.160% | |
| 3/5/2024 | Slagle Financial LLC | 63,252 | $2.76M | 0.3% | +122.0% | 1.710% | |
| 2/12/2024 | Condor Capital Management | 100,313 | $4.37M | 0.5% | N/A | 2.711% | |
| 2/12/2024 | Goldstein Advisors LLC | 16,393 | $715K | 0.1% | -96.5% | 0.443% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 856,068 | $37.17M | 0.4% | +84.6% | 23.137% | |
| 2/1/2024 | CWM LLC | 1,163 | $51K | 0.0% | N/A | 0.031% | |
| 1/31/2024 | Flynn Zito Capital Management LLC | 5,494 | $240K | 0.2% | N/A | 0.148% | |
| 1/30/2024 | Legacy CG LLC | 366,315 | $15.97M | 6.1% | N/A | 9.900% | |
| 1/24/2024 | Ledge Wealth Management Inc. | 329,607 | $14.37M | 5.6% | +2.4% | 8.908% | |
| 1/12/2024 | Advisor Resource Council | 25,154 | $1.10M | 0.1% | N/A | 0.680% | |
| 11/13/2023 | LPL Financial LLC | 164,611 | $6.88M | 0.0% | +0.6% | 4.449% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 463,858 | $19.38M | 0.2% | -45.4% | 12.537% | |
| 10/25/2023 | Levy Wealth Management Group LLC | 5,673 | $237K | 0.1% | -37.5% | 0.153% | |
| 10/24/2023 | Ledge Wealth Management Inc. | 321,780 | $13.44M | 6.0% | +2.0% | 8.697% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 81,318 | $3.40M | 0.0% | +5.2% | 2.198% | |
| 10/18/2023 | Goldstein Advisors LLC | 463,539 | $19.37M | 4.0% | +5.9% | 12.528% | |
| 10/11/2023 | AE Wealth Management LLC | 28,738 | $1.20M | 0.0% | +2.5% | 0.777% | |
| 8/17/2023 | Orion Portfolio Solutions LLC | 849,808 | $36.38M | 0.4% | +100.1% | 22.968% | |
| 8/14/2023 | Orion Portfolio Solutions LLC | 412,716 | $36.38M | 0.4% | -2.8% | 11.154% | |
| 8/14/2023 | Slagle Financial LLC | 27,828 | $1.19M | 0.7% | N/A | 0.752% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 77,271 | $3.31M | 0.0% | +103.3% | 2.088% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 27,803 | $1.19M | 0.0% | -4.6% | 0.751% | |
| 7/31/2023 | Fortitude Advisory Group L.L.C. | 5,789 | $248K | 0.2% | +19.8% | 0.156% | |
| 7/21/2023 | Goldstein Advisors LLC | 437,820 | $18.74M | 3.9% | +33.7% | 12.509% | |
| 7/12/2023 | Ledge Wealth Management Inc. | 315,443 | $13.50M | 6.5% | +2.2% | 9.013% | |
| 7/10/2023 | AE Wealth Management LLC | 28,040 | $1.20M | 0.0% | N/A | 0.801% | |
| 5/10/2023 | LPL Financial LLC | 163,493 | $7.14M | 0.0% | -0.5% | 4.671% | |
| 5/9/2023 | Goldstein Advisors LLC | 327,430 | $14.30M | 3.1% | +2.7% | 9.355% | |
| 5/5/2023 | Levy Wealth Management Group LLC | 9,082 | $397K | 0.1% | -8.1% | 0.259% | |
| 4/14/2023 | Ledge Wealth Management Inc. | 308,671 | $13.49M | 6.4% | +28.4% | 8.819% | |
| 2/8/2023 | Levy Wealth Management Group LLC | 9,886 | $423K | 0.1% | N/A | 0.291% | |
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| 2/8/2023 | Orion Portfolio Solutions LLC | 13,985 | $598K | 0.0% | +14.4% | 0.411% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 9,901 | $423K | 0.0% | N/A | 0.291% | |
| 2/7/2023 | LPL Financial LLC | 164,318 | $7.03M | 0.0% | +337.1% | 4.833% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 27,222 | $1.16M | 0.0% | -10.4% | 0.801% | |
| 2/6/2023 | Brinker Capital Investments LLC | 405,732 | $17.35M | 0.3% | +3.7% | 11.933% | |
| 2/3/2023 | Goldstein Advisors LLC | 318,739 | $13.63M | 3.3% | N/A | 9.375% | |
| 2/3/2023 | Ledge Wealth Management Inc. | 240,374 | $10.28M | 4.7% | N/A | 7.070% | |
| 11/9/2022 | Orion Portfolio Solutions LLC | 12,228 | $519K | 0.0% | -5.7% | 0.470% | |
| 11/1/2022 | Brinker Capital Investments LLC | 391,360 | $16.60M | 0.3% | -2.8% | 15.052% | |
| 8/15/2022 | Core Wealth Advisors Inc. | 51,443 | $2.26M | 1.4% | N/A | 1.941% | |
