| 3/12/2025 | Centaurus Financial Inc. | 152,487 | $3.65M | 0.2% | N/A | 1.079% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 22,375 | $535K | 0.0% | N/A | 0.168% | |
| 2/17/2025 | Virtus Fund Advisers LLC | 528,855 | $12.66M | 39.4% | +151.4% | 9.794% | |
| 2/17/2025 | Cetera Investment Advisers | 145,405 | $3.48M | 0.0% | +26.8% | 2.693% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 43,929 | $1.05M | 0.0% | +46.7% | 0.814% | |
| 2/13/2025 | Trustmark National Bank Trust Department | 22,847 | $547K | 0.0% | +53.4% | 0.423% | |
| 2/13/2025 | Synovus Financial Corp | 40,577 | $971K | 0.0% | +15.4% | 0.751% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 69,646 | $1.67M | 0.0% | +69.7% | 1.290% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,135 | $51K | 0.0% | -47.1% | 0.040% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 147,644 | $3.53M | 0.0% | +685.8% | 2.734% | |
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| 2/6/2025 | Atria Investments Inc | 195,795 | $4.69M | 0.1% | +358.6% | 3.626% | |
| 2/5/2025 | US Bancorp DE | 10,180 | $244K | 0.0% | N/A | 0.189% | |
| 2/5/2025 | Illumine Investment Management LLC | 141,075 | $3.38M | 2.8% | N/A | 2.613% | |
| 2/4/2025 | Summit Asset Management LLC | 26,495 | $634K | 0.1% | +54.8% | 0.491% | |
| 1/30/2025 | James Investment Research Inc. | 27,774 | $665K | 0.1% | +6.7% | 0.514% | |
| 1/30/2025 | Allworth Financial LP | 40,392 | $967K | 0.0% | -59.2% | 0.748% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 45,447 | $1.09M | 0.1% | +50.2% | 0.842% | |
| 1/28/2025 | Wealthstar Advisors LLC | 15,189 | $363K | 0.2% | N/A | 0.281% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 46,571 | $1.11M | 0.0% | N/A | 0.862% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 73,999 | $1.77M | 0.2% | N/A | 1.370% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 60,159 | $1.44M | 0.1% | +5.8% | 1.114% | |
| 1/23/2025 | USAdvisors Wealth Management LLC | 132,013 | $3.16M | 1.0% | N/A | 2.445% | |
| 1/23/2025 | OxenFree Capital LLC | 38,545 | $922K | 0.7% | +1.8% | 0.714% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 234,312 | $5.61M | 0.1% | +25.7% | 4.339% | |
| 1/16/2025 | UMB Bank n.a. | 45,805 | $1.10M | 0.0% | N/A | 0.848% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 32,878 | $787K | 0.0% | N/A | 0.609% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 10,950 | $262K | 0.0% | +21.0% | 0.203% | |
| 1/15/2025 | RDA Financial Network | 56,667 | $1.36M | 0.4% | N/A | 1.049% | |
| 1/14/2025 | Ignite Planners LLC | 282,194 | $6.76M | 1.5% | +2.3% | 5.226% | |
| 1/13/2025 | Elevated Capital Advisors LLC | 10,608 | $254K | 0.1% | N/A | 0.196% | |
| 1/8/2025 | International Assets Investment Management LLC | 9,800 | $235K | 0.0% | -97.7% | 0.181% | |
| 12/26/2024 | JPMorgan Chase & Co. | 4,036 | $96K | 0.0% | +57.7% | 0.075% | |
| 11/25/2024 | Synovus Financial Corp | 35,158 | $837K | 0.0% | N/A | 0.651% | |
| 11/25/2024 | Sanctuary Advisors LLC | 59,146 | $1.42M | 0.0% | -2.0% | 1.095% | |
| 11/15/2024 | MML Investors Services LLC | 56,168 | $1.34M | 0.0% | -26.4% | 1.040% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 29,951 | $713K | 0.0% | +5.4% | 0.555% | |
| 11/14/2024 | Flow Traders U.S. LLC | 71,805 | $1.71M | 0.1% | +130.5% | 1.330% | |
| 11/9/2024 | Trustmark National Bank Trust Department | 14,897 | $355K | 0.0% | -9.1% | 0.276% | |
| 11/6/2024 | Cornerstone Planning Group LLC | 25,030 | $599K | 0.1% | +1.7% | 0.464% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 30,264 | $720K | 0.1% | +12.0% | 0.560% | |
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| 11/1/2024 | Sheets Smith Wealth Management | 58,519 | $1.39M | 0.2% | -2.6% | 1.084% | |
| 11/1/2024 | Atria Investments Inc | 42,692 | $1.02M | 0.0% | +6.6% | 0.791% | |
| 11/1/2024 | Rovin Capital UT ADV | 72,087 | $1.72M | 0.6% | +22.9% | 1.335% | |
| 10/29/2024 | James Investment Research Inc. | 26,033 | $620K | 0.1% | -17.2% | 0.482% | |
| 10/25/2024 | Diversify Wealth Management LLC | 45,721 | $1.09M | 0.1% | -2.9% | 0.847% | |
| 10/23/2024 | Allworth Financial LP | 98,940 | $2.36M | 0.0% | -51.4% | 1.832% | |
| 10/22/2024 | International Assets Investment Management LLC | 417,690 | $9.94M | 0.0% | +3,268.5% | 7.735% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 186,378 | $4.44M | 0.1% | +14.4% | 3.451% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 56,866 | $1.35M | 0.1% | +87.9% | 1.053% | |
| 10/10/2024 | OxenFree Capital LLC | 37,860 | $901K | 0.7% | +8.4% | 0.701% | |
| 10/8/2024 | Ignite Planners LLC | 275,934 | $6.57M | 1.5% | +6.1% | 5.110% | |
| 9/5/2024 | Sanctuary Advisors LLC | 60,324 | $1.44M | 0.0% | N/A | 1.117% | |
| 8/22/2024 | Cetera Investment Advisers | 110,699 | $2.64M | 0.0% | +6.9% | 2.050% | |
| 8/13/2024 | AE Wealth Management LLC | 214,393 | $5.11M | 0.1% | -20.7% | 3.970% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 162,885 | $3.88M | 0.1% | N/A | 3.016% | |
| 7/31/2024 | Anfield Capital Management LLC | 2,620 | $62K | 0.0% | N/A | 0.049% | |
| 7/30/2024 | International Assets Investment Management LLC | 12,400 | $295K | 0.0% | N/A | 0.230% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 27,022 | $644K | 0.1% | +34.0% | 0.500% | |
| 7/18/2024 | Rovin Capital UT ADV | 58,670 | $1.40M | 0.6% | +16.7% | 1.086% | |
| 7/18/2024 | OxenFree Capital LLC | 34,915 | $832K | 0.7% | +7.3% | 0.647% | |
| 7/12/2024 | Ignite Planners LLC | 259,988 | $6.20M | 1.5% | +19.0% | 4.815% | |
| 7/12/2024 | Diversify Advisory Services LLC | 11,410 | $272K | 0.0% | +17.6% | 0.211% | |
| 5/24/2024 | Cetera Investment Advisers | 103,535 | $2.48M | 0.0% | N/A | 1.917% | |
| 5/15/2024 | Transcendent Capital Group LLC | 4,200 | $101K | 0.1% | N/A | 0.080% | |
| 5/8/2024 | Sheets Smith Wealth Management | 57,667 | $1.38M | 0.2% | +3.7% | 1.098% | |
| 5/8/2024 | Cornerstone Planning Group LLC | 24,444 | $584K | 0.2% | -1.7% | 0.466% | |
| 5/1/2024 | Diversify Advisory Services LLC | 9,701 | $233K | 0.0% | N/A | 0.185% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 20,171 | $483K | 0.0% | +9.7% | 0.392% | |
| 4/23/2024 | OxenFree Capital LLC | 32,534 | $780K | 0.7% | +2.7% | 0.632% | |
| 4/22/2024 | Rovin Capital UT ADV | 50,273 | $1.21M | 0.5% | +169.9% | 0.976% | |
| 4/12/2024 | Ignite Planners LLC | 218,479 | $5.25M | 1.5% | +38.7% | 6.722% | |
| 3/12/2024 | Rovin Capital UT ADV | 18,627 | $446K | 0.2% | +86.8% | 0.573% | |
| 2/14/2024 | Vista Investment Management | 10,120 | $242K | 0.1% | N/A | 0.311% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 18,394 | $440K | 0.0% | +6.0% | 0.566% | |
| 2/7/2024 | Principal Securities Inc. | 2,880 | $69K | 0.0% | N/A | 0.089% | |
| 2/6/2024 | Sheets Smith Wealth Management | 55,587 | $1.33M | 0.2% | -0.8% | 1.710% | |
| 2/6/2024 | Summit Asset Management LLC | 17,184 | $411K | 0.1% | +26.6% | 0.529% | |
| 1/29/2024 | OxenFree Capital LLC | 31,672 | $758K | 0.8% | N/A | 0.975% | |
| 1/24/2024 | Stratos Wealth Advisors LLC | 21,939 | $525K | 0.0% | +64.4% | 0.675% | |
| 1/24/2024 | Allworth Financial LP | 451,869 | $10.81M | 0.1% | -3.9% | 13.904% | |
| 1/9/2024 | Ignite Planners LLC | 157,532 | $3.77M | 1.1% | +42.6% | 4.847% | |
| 11/8/2023 | Cornerstone Planning Group LLC | 24,842 | $593K | 0.2% | +42.5% | 0.764% | |
| 11/6/2023 | Summit Asset Management LLC | 13,575 | $324K | 0.1% | -16.9% | 0.418% | |
| 10/31/2023 | Allworth Financial LP | 470,290 | $11.23M | 0.1% | -0.2% | 14.470% | |
| 10/31/2023 | James Investment Research Inc. | 15,492 | $370K | 0.0% | +6.1% | 0.477% | |
| 10/30/2023 | FirstPurpose Wealth LLC | 34,650 | $827K | 0.4% | +159.7% | 1.066% | |
| 10/25/2023 | Rovin Capital UT ADV | 9,972 | $238K | 0.1% | -77.0% | 0.307% | |
| 10/24/2023 | Stratos Wealth Advisors LLC | 13,345 | $319K | 0.0% | +38.0% | 0.411% | |
| 10/23/2023 | Sheets Smith Wealth Management | 56,039 | $1.34M | 0.2% | +6.1% | 1.724% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 21,044 | $503K | 0.0% | +126.9% | 0.648% | |
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| 10/20/2023 | Security National Bank | 33,634 | $803K | 0.2% | -50.2% | 1.035% | |
| 10/16/2023 | RFG Advisory LLC | 20,244 | $483K | 0.0% | -44.0% | 0.623% | |
| 10/11/2023 | AE Wealth Management LLC | 158,395 | $3.78M | 0.0% | +18.0% | 4.874% | |
| 10/11/2023 | Ignite Planners LLC | 110,502 | $2.63M | 0.8% | N/A | 3.400% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 91,575 | $2.16M | 0.0% | N/A | 2.818% | |
| 8/9/2023 | Flow Traders U.S. LLC | 15,661 | $369K | 0.0% | N/A | 0.482% | |
| 8/9/2023 | Sheets Smith Wealth Management | 52,834 | $1.25M | 0.2% | +3.9% | 1.626% | |
| 8/9/2023 | Rovin Capital UT ADV | 43,430 | $1.02M | 0.5% | +8.2% | 1.336% | |
| 8/3/2023 | RFG Advisory LLC | 36,128 | $852K | 0.0% | -12.4% | 1.112% | |
| 7/24/2023 | Dfpg Investments LLC | 35,171 | $839K | 0.1% | +188.3% | 1.092% | |
