| 8/8/2025 | Cetera Investment Advisers | 71,712 | $2.78M | 0.0% | -7.6% | 11.118% | |
| 8/6/2025 | Legacy Wealth Managment LLC ID | 19,157 | $742K | 0.4% | +45.8% | 2.970% | |
| 7/10/2025 | Professional Financial Advisors LLC | 64,840 | $2.51M | 0.6% | -0.4% | 9.899% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 13,135 | $451K | 0.3% | -35.0% | 2.021% | |
| 5/9/2025 | Encompass More Asset Management | 165,107 | $5.67M | 1.7% | +1.5% | 25.401% | |
| 5/6/2025 | Cetera Investment Advisers | 77,645 | $2.67M | 0.0% | -15.9% | 11.764% | |
| 5/6/2025 | AE Wealth Management LLC | 3,119 | $107K | 0.0% | -75.1% | 0.473% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 20,724 | $712K | 0.0% | +2.4% | 3.140% | |
| 4/23/2025 | Professional Financial Advisors LLC | 65,108 | $2.24M | 0.6% | -0.6% | 9.865% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 54,382 | $1.87M | 0.0% | -2.4% | 8.240% | |
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| 2/24/2025 | Ameriflex Group Inc. | 1,234 | $45K | 0.0% | N/A | 0.180% | |
| 2/17/2025 | Sentinus LLC | 32,850 | $1.18M | 0.3% | -60.3% | 4.380% | |
| 2/17/2025 | Cetera Investment Advisers | 92,339 | $3.31M | 0.0% | -6.9% | 12.312% | |
| 2/13/2025 | Legacy Investment Solutions LLC | 20,222 | $739K | 0.4% | -38.3% | 2.696% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 20,230 | $726K | 0.0% | +3.4% | 2.697% | |
| 1/21/2025 | Encompass More Asset Management | 162,685 | $5.84M | 1.9% | +7.1% | 21.691% | |
| 11/15/2024 | Legacy Investment Solutions LLC | 32,768 | $1.19M | 0.7% | N/A | 4.369% | |
| 11/14/2024 | Encompass More Asset Management | 151,952 | $5.39M | 2.1% | +8.9% | 20.260% | |
| 8/22/2024 | Cetera Investment Advisers | 118,443 | $4.01M | 0.0% | -14.4% | 15.792% | |
| 7/27/2024 | Encompass More Asset Management | 139,543 | $4.73M | 3.4% | +9.5% | 18.606% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 56,840 | $1.93M | 0.0% | +0.6% | 7.579% | |
| 5/24/2024 | Cetera Advisors LLC | 137,606 | $4.51M | 0.0% | -0.3% | 18.347% | |
| 5/24/2024 | Cetera Investment Advisers | 138,306 | $4.53M | 0.0% | +735.0% | 18.441% | |
| 4/25/2024 | Professional Financial Advisors LLC | 65,313 | $2.14M | 0.6% | -2.6% | 8.538% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 56,473 | $1.85M | 0.0% | +22.9% | 7.382% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 6,984 | $214K | 0.0% | N/A | 0.698% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 45,932 | $1.41M | 0.0% | +4.3% | 4.593% | |
| 10/25/2023 | Professional Financial Advisors LLC | 67,083 | $1.84M | 0.8% | +1.0% | 6.708% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 44,055 | $1.21M | 0.0% | +2.9% | 4.406% | |
| 8/10/2023 | Cetera Advisors LLC | 151,301 | $4.32M | 0.1% | -7.1% | 15.130% | |
| 8/10/2023 | Cetera Investment Advisers | 16,884 | $482K | 0.0% | -2.8% | 1.688% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 42,816 | $1.22M | 0.0% | N/A | 4.460% | |
| 7/12/2023 | Professional Financial Advisors LLC | 66,416 | $1.90M | 1.0% | +569.5% | 6.918% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 113,040 | $2.39M | 0.0% | -27.6% | 9.342% | |
| 2/9/2023 | HighTower Advisors LLC | 24,530 | $515K | 0.0% | -62.3% | 2.027% | |
| 2/8/2023 | UBS Group AG | 7,143 | $151K | 0.0% | +45.0% | 0.590% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 120,381 | $2.55M | 0.0% | -5.9% | 9.949% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 25,554 | $540K | 0.0% | -4.3% | 2.112% | |
| 1/11/2023 | Accurate Wealth Management LLC | 2,150 | $47K | 0.0% | N/A | 0.165% | |
| 11/16/2022 | Sentinus LLC | 30,077 | $622K | 0.4% | N/A | 2.089% | |
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| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 127,910 | $2.64M | 0.0% | -35.7% | 8.471% | |
| 8/11/2022 | Cetera Advisors LLC | 326,276 | $7.16M | 0.2% | +8.3% | 19.080% | |
| 8/11/2022 | Sigma Planning Corp | 9,850 | $216K | 0.0% | -13.2% | 0.576% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 29,668 | $651K | 0.0% | -70.4% | 1.735% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 198,854 | $4.37M | 0.0% | -71.2% | 10.866% | |
| 5/12/2022 | Integrated Wealth Concepts LLC | 11,407 | $317K | 0.0% | -51.5% | 0.398% | |
| 5/12/2022 | Cetera Advisors LLC | 301,199 | $8.38M | 0.2% | +19.8% | 10.513% | |
| 5/12/2022 | HighTower Advisors LLC | 66,731 | $1.86M | 0.0% | +20.1% | 2.329% | |
| 5/12/2022 | Cambridge Investment Research Advisors Inc. | 691,375 | $19.23M | 0.1% | -2.0% | 24.132% | |
| 5/11/2022 | Delta Investment Management LLC | 83,636 | $2.33M | 0.7% | N/A | 2.869% | |
| 5/10/2022 | Mercer Global Advisors Inc. ADV | 93,716 | $2.61M | 0.0% | +0.7% | 3.215% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 399,068 | $11.10M | 0.0% | -3.9% | 12.729% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 100,294 | $2.79M | 0.0% | +1.9% | 3.199% | |
| 5/3/2022 | WealthPLAN Partners LLC | 405,109 | $9.89M | 0.7% | -42.1% | 12.922% | |
| 4/20/2022 | Sigma Planning Corp | 11,350 | $316K | 0.0% | -5.4% | 0.329% | |
| 2/15/2022 | Cetera Investment Advisers | 24,667 | $755K | 0.0% | +8.0% | 0.698% | |
| 2/10/2022 | HighTower Advisors LLC | 55,582 | $1.71M | 0.0% | +10.6% | 1.557% | |
| 2/8/2022 | Raymond James & Associates | 29,446 | $901K | 0.0% | +38.9% | 0.817% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 98,412 | $3.01M | 0.0% | +299.5% | 2.730% | |
| 2/4/2022 | Mercer Global Advisors Inc. ADV | 93,019 | $2.85M | 0.0% | -2.1% | 2.580% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 705,562 | $21.59M | 0.1% | +34.8% | 19.572% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 415,362 | $12.71M | 0.0% | +77.8% | 11.522% | |
| 2/3/2022 | Anfield Capital Management LLC | 11,505 | $352K | 0.1% | N/A | 0.319% | |
| 2/2/2022 | Sigma Planning Corp | 12,000 | $367K | 0.0% | -17.5% | 0.333% | |
| 2/1/2022 | WealthPLAN Partners LLC | 700,101 | $19.62M | 1.3% | +8.8% | 19.420% | |
| 12/9/2021 | WealthPLAN Partners LLC | 643,637 | $19.59M | 1.3% | N/A | 15.603% | |
| 11/16/2021 | Cetera Investment Advisers | 22,837 | $639K | 0.0% | +85.7% | 0.606% | |
| 11/16/2021 | Cetera Advisors LLC | 234,876 | $6.57M | 0.1% | +106.1% | 6.230% | |
| 11/15/2021 | HighTower Advisors LLC | 50,260 | $1.41M | 0.0% | -8.4% | 1.333% | |
| 11/12/2021 | Centaurus Financial Inc. | 70,180 | $1.96M | 0.2% | -2.7% | 1.862% | |
| 11/9/2021 | Geneos Wealth Management Inc. | 10,251 | $290K | 0.0% | +10.8% | 0.273% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 233,593 | $6.53M | 0.0% | +87.8% | 6.271% | |
| 11/2/2021 | Raymond James & Associates | 21,193 | $593K | 0.0% | +68.6% | 0.569% | |
| 11/2/2021 | Cambridge Investment Research Advisors Inc. | 523,584 | $14.65M | 0.1% | +2.0% | 14.345% | |
| 11/2/2021 | Ironwood Financial llc | 2,082 | $58K | 0.0% | N/A | 0.057% | |
| 8/13/2021 | Sigma Planning Corp | 14,450 | $407K | 0.0% | +15.6% | 0.513% | |
| 8/10/2021 | Cambridge Investment Research Advisors Inc. | 513,204 | $14.45M | 0.1% | +58.6% | 18.662% | |
| 8/10/2021 | Centaurus Financial Inc. | 72,097 | $2.03M | 0.2% | N/A | 2.622% | |
| 8/6/2021 | HighTower Advisors LLC | 54,841 | $1.55M | 0.0% | +78.5% | 1.994% | |
| 8/4/2021 | Envestnet Asset Management Inc. | 13,658 | $385K | 0.0% | N/A | 0.497% | |
| 8/3/2021 | Anfield Capital Management LLC | 11,846 | $334K | 0.1% | +23.4% | 0.431% | |
| 8/2/2021 | Advisor Group Holdings Inc. | 124,373 | $3.50M | 0.0% | +43.1% | 4.523% | |
| 5/17/2021 | Royal Bank of Canada | 4,000 | $102K | 0.0% | N/A | 0.215% | |
