| 8/14/2025 | NewEdge Advisors LLC | 89,952 | $2.54M | 0.0% | +178.4% | 0.967% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 2,618,251 | $73.91M | 2.1% | +0.3% | 28.153% | |
| 8/11/2025 | Cannon Advisors Inc. | 8,592 | $243K | 0.2% | -10.3% | 0.092% | |
| 8/5/2025 | Verity Asset Management Inc. | 19,714 | $556K | 0.3% | +6.9% | 0.212% | |
| 8/5/2025 | Sigma Planning Corp | 32,008 | $903K | 0.0% | +62.3% | 0.345% | |
| 8/4/2025 | NBZ Investment Advisors LLC | 277,686 | $7.84M | 4.5% | +0.4% | 2.989% | |
| 7/31/2025 | Insight Wealth Partners LLC | 58,043 | $1.64M | 0.6% | +2.1% | 0.625% | |
| 7/30/2025 | D.A. Davidson & CO. | 7,101 | $200K | 0.0% | N/A | 0.076% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 13,986 | $399K | 0.0% | +5.9% | 0.151% | |
| 7/24/2025 | Williams & Novak LLC | 26,230 | $740K | 0.6% | N/A | 0.282% | |
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| 7/24/2025 | IFP Advisors Inc | 940 | $27K | 0.0% | -71.1% | 0.010% | |
| 7/24/2025 | Lokken Investment Group LLC | 11,120 | $314K | 0.1% | -31.8% | 0.120% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 16,257 | $459K | 0.0% | -46.4% | 0.175% | |
| 7/15/2025 | FMA Wealth Management LLC | 51,044 | $1.44M | 1.1% | +3.5% | 0.549% | |
| 7/11/2025 | AFG Fiduciary Services Limited Partnership | 19,031 | $541K | 0.1% | -20.3% | 0.205% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,411 | $211K | 0.0% | N/A | 0.080% | |
| 5/19/2025 | Jane Street Group LLC | 14,659 | $399K | 0.0% | -48.3% | 0.170% | |
| 5/16/2025 | NewEdge Advisors LLC | 32,310 | $879K | 0.0% | +9.3% | 0.375% | |
| 5/15/2025 | Insight Wealth Partners LLC | 56,872 | $1.55M | 0.3% | +9.7% | 0.661% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,209 | $359K | 0.0% | +4.0% | 0.163% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 2,610,656 | $70.98M | 2.2% | -1.3% | 32.270% | |
| 5/9/2025 | NBZ Investment Advisors LLC | 276,498 | $7.52M | 4.3% | +8.7% | 3.418% | |
| 5/7/2025 | Vantage Financial Partners LLC | 12,117 | $329K | 0.1% | -31.4% | 0.150% | |
| 5/5/2025 | IFP Advisors Inc | 3,257 | $89K | 0.0% | -15.8% | 0.040% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 7,646 | $208K | 0.0% | -6.3% | 0.095% | |
| 5/2/2025 | Lokken Investment Group LLC | 16,311 | $443K | 0.2% | -64.2% | 0.202% | |
| 5/2/2025 | Sigma Planning Corp | 19,718 | $536K | 0.0% | +12.7% | 0.244% | |
| 5/1/2025 | Reyes Financial Architecture Inc. | 2,661 | $72K | 0.1% | N/A | 0.033% | |
| 4/28/2025 | Cannon Advisors Inc. | 9,581 | $261K | 0.2% | -33.1% | 0.118% | |
| 4/25/2025 | Verity Asset Management Inc. | 18,444 | $501K | 0.2% | +104.5% | 0.228% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,000 | $27K | 0.0% | -74.4% | 0.012% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 13,644 | $371K | 0.0% | +5.0% | 0.174% | |
| 4/11/2025 | AFG Fiduciary Services Limited Partnership | 23,874 | $627K | 0.2% | -2.2% | 0.304% | |
| 2/17/2025 | Captrust Financial Advisors | 31,737 | $868K | 0.0% | N/A | 0.382% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 2,644,345 | $72.32M | 2.3% | N/A | 31.860% | |
| 2/14/2025 | Jane Street Group LLC | 28,339 | $775K | 0.0% | N/A | 0.341% | |
| 2/14/2025 | Stifel Financial Corp | 550,633 | $15.06M | 0.0% | +1.7% | 6.634% | |
| 2/13/2025 | NewEdge Advisors LLC | 29,563 | $809K | 0.0% | +45.4% | 0.356% | |
| 2/13/2025 | Mariner LLC | 326,140 | $8.92M | 0.0% | -9.0% | 3.929% | |
| 2/13/2025 | Wells Fargo & Company MN | 3,076 | $84K | 0.0% | -38.2% | 0.037% | |
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| 2/12/2025 | Cannon Advisors Inc. | 14,319 | $392K | 0.3% | +6.5% | 0.173% | |
| 2/12/2025 | Lokken Investment Group LLC | 45,532 | $1.25M | 0.5% | -25.5% | 0.549% | |
| 2/12/2025 | NBZ Investment Advisors LLC | 254,436 | $6.96M | 3.9% | N/A | 3.065% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 3,900 | $107K | 0.0% | N/A | 0.047% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 304,512 | $8.33M | 0.0% | +4.7% | 3.669% | |
| 2/7/2025 | HighTower Advisors LLC | 52,737 | $1.44M | 0.0% | -10.2% | 0.635% | |
| 2/6/2025 | Vantage Financial Partners LLC | 17,676 | $483K | 0.1% | -5.8% | 0.213% | |
| 2/4/2025 | IFP Advisors Inc | 3,867 | $106K | 0.0% | +149.5% | 0.047% | |
| 2/3/2025 | Sigma Planning Corp | 17,496 | $479K | 0.0% | N/A | 0.211% | |
| 1/27/2025 | Verity Asset Management Inc. | 9,020 | $247K | 0.1% | N/A | 0.109% | |
| 1/24/2025 | Oregon Pacific Wealth Management LLC | 8,480 | $232K | 0.2% | N/A | 0.102% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 12,994 | $355K | 0.0% | -9.1% | 0.157% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 30,180 | $825K | 0.0% | -2.9% | 0.364% | |
| 11/15/2024 | Stifel Financial Corp | 541,224 | $15.23M | 0.0% | -1.6% | 6.521% | |
| 11/15/2024 | HighTower Advisors LLC | 58,751 | $1.65M | 0.0% | +262.5% | 0.708% | |
| 11/13/2024 | Insight Wealth Partners LLC | 52,329 | $1.47M | 0.3% | +1.6% | 0.630% | |
| 10/30/2024 | Cary Street Partners Asset Management LLC | 2,486,557 | $69.95M | 9.1% | +1.2% | 29.959% | |
| 10/16/2024 | AFG Fiduciary Services Limited Partnership | 24,394 | $689K | 0.2% | -1.7% | 0.294% | |
| 10/15/2024 | FMA Wealth Management LLC | 48,947 | $1.38M | 1.0% | +6.9% | 0.590% | |
| 8/12/2024 | Lokken Investment Group LLC | 60,374 | $1.57M | 0.7% | +8.0% | 0.727% | |
| 8/7/2024 | Vantage Financial Partners LLC | 23,580 | $612K | 0.2% | -2.1% | 0.284% | |
| 7/31/2024 | AFG Fiduciary Services Limited Partnership | 24,804 | $658K | 0.2% | -11.6% | 0.299% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 280,307 | $7.28M | 0.0% | -4.4% | 3.377% | |
| 7/19/2024 | FMA Wealth Management LLC | 45,794 | $1.19M | 1.0% | +10.5% | 0.552% | |
| 7/18/2024 | Insight Wealth Partners LLC | 51,526 | $1.34M | 0.2% | +7.4% | 0.621% | |
| 5/2/2024 | Vantage Financial Partners LLC | 24,082 | $637K | 0.2% | -6.8% | 0.290% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 14,834 | $392K | 0.0% | -7.4% | 0.179% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 293,302 | $7.76M | 0.0% | +5.2% | 3.534% | |
| 2/13/2024 | Lokken Investment Group LLC | 63,436 | $1.57M | 0.9% | +12.8% | 0.634% | |
| 2/12/2024 | Stifel Financial Corp | 753,494 | $18.67M | 0.0% | -42.6% | 7.535% | |
| 2/9/2024 | FMA Wealth Management LLC | 39,778 | $986K | 0.9% | N/A | 0.398% | |
| 2/9/2024 | UBS Group AG | 1,377,087 | $34.13M | 0.0% | -8.7% | 13.771% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 320,185 | $7.94M | 0.4% | +12.2% | 3.202% | |
| 2/5/2024 | Cary Street Partners Asset Management LLC | 2,287,953 | $56.70M | 9.6% | -0.4% | 22.880% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 11,232 | $278K | 0.0% | N/A | 0.112% | |
| 2/5/2024 | Vantage Financial Partners LLC | 25,845 | $640K | 0.2% | -79.2% | 0.258% | |
| 2/1/2024 | Stock Yards Bank & Trust Co. | 8,500 | $211K | 0.0% | N/A | 0.085% | |
| 1/29/2024 | NewEdge Wealth LLC | 24,441 | $606K | 0.0% | -45.9% | 0.244% | |
| 1/25/2024 | RiverTree Advisors LLC | 16,250 | $403K | 0.3% | N/A | 0.163% | |
| 1/11/2024 | AFG Fiduciary Services Limited Partnership | 71,159 | $1.75M | 1.4% | -2.0% | 0.712% | |
| 11/13/2023 | Cary Street Partners Investment Advisory LLC | 285,314 | $6.47M | 0.3% | +7.3% | 2.853% | |
| 11/13/2023 | Stifel Financial Corp | 1,313,280 | $29.76M | 0.0% | -0.9% | 13.133% | |
| 11/13/2023 | Mariner LLC | 458,304 | $10.39M | 0.0% | +4.6% | 4.583% | |
| 11/13/2023 | Core Wealth Advisors Inc. | 16,182 | $367K | 0.2% | +15.2% | 0.162% | |
| 11/9/2023 | UBS Group AG | 1,508,053 | $34.17M | 0.0% | -0.4% | 15.081% | |
| 11/8/2023 | HighTower Advisors LLC | 26,936 | $608K | 0.0% | -32.4% | 0.269% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 15,973 | $362K | 0.0% | -3.3% | 0.160% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 10,250 | $232K | 0.0% | N/A | 0.103% | |
| 11/8/2023 | NewEdge Wealth LLC | 45,153 | $1.02M | 0.0% | -25.2% | 0.452% | |
| 11/6/2023 | Hudock Inc. | 75,448 | $1.71M | 0.4% | -1.6% | 0.754% | |
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| 11/2/2023 | Vantage Financial Partners LLC | 124,296 | $2.82M | 1.1% | -51.7% | 1.243% | |
| 10/30/2023 | Insight Wealth Partners LLC | 42,141 | $955K | 0.2% | +6.6% | 0.421% | |
| 10/23/2023 | AFG Fiduciary Services Limited Partnership | 72,646 | $1.66M | 1.5% | +8.2% | 0.726% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 273,368 | $6.20M | 0.0% | +7.9% | 2.734% | |
| 10/12/2023 | Wealthcare Advisory Partners LLC | 31,594 | $716K | 0.0% | -4.4% | 0.316% | |
| 8/11/2023 | Regal Investment Advisors LLC | 14,358 | $341K | 0.0% | -6.4% | 0.144% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 253,236 | $6.02M | 0.0% | -20.9% | 2.532% | |
| 8/10/2023 | Cary Street Partners Asset Management LLC | 2,234,107 | $53.12M | 9.9% | +9.1% | 22.341% | |
| 8/10/2023 | Cary Street Partners Investment Advisory LLC | 265,973 | $6.32M | 0.4% | +12.4% | 2.660% | |
| 8/9/2023 | Lokken Investment Group LLC | 119,727 | $2.85M | 1.9% | +18.5% | 1.197% | |
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