| 5/5/2026 | NFSG Corp | 5,845 | $287K | 0.0% | -10.1% | 0.121% | |
| 5/5/2026 | Sanctuary Advisors LLC | 179,317 | $8.82M | 0.0% | -7.5% | 3.697% | |
| 5/2/2026 | Global Assets Advisory LLC | 35,546 | $1.75M | 0.4% | N/A | 0.733% | |
| 4/30/2026 | Kestra Advisory Services LLC | 5,225 | $257K | 0.0% | +67.6% | 0.108% | |
| 2/19/2026 | Compound Planning Inc. | 6,868 | $340K | 0.0% | +3.3% | 0.142% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 41,000 | $2.03M | 0.0% | +99.0% | 0.845% | |
| 2/17/2026 | Cetera Investment Advisers | 11,014 | $545K | 0.0% | +4.9% | 0.227% | |
| 2/17/2026 | Equitable Holdings Inc. | 4,193 | $207K | 0.0% | -22.3% | 0.086% | |
| 2/17/2026 | Osaic Holdings Inc. | 93,680 | $4.64M | 0.0% | +2.4% | 1.932% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,118 | $154K | 0.0% | N/A | 0.064% | |
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| 2/13/2026 | Golden State Wealth Management LLC | 39,696 | $1.96M | 0.2% | -3.6% | 0.818% | |
| 2/12/2026 | Jane Street Group LLC | 16,134 | $798K | 0.0% | N/A | 0.333% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 42,516 | $2.10M | 0.0% | -10.1% | 0.877% | |
| 2/11/2026 | LPL Financial LLC | 137,360 | $6.80M | 0.0% | -21.0% | 2.832% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 33,849 | $1.68M | 0.0% | +10.3% | 0.698% | |
| 2/9/2026 | Harbour Investments Inc. | 2,990 | $148K | 0.0% | -13.2% | 0.062% | |
| 2/6/2026 | IFP Advisors Inc | 3,082 | $152K | 0.0% | -16.8% | 0.064% | |
| 2/5/2026 | Elyxium Wealth LLC | 523 | $26K | 0.0% | N/A | 0.011% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 1,798,366 | $88.98M | 0.0% | +93,516.1% | 37.080% | |
| 2/5/2026 | Atria Investments Inc | 184,104 | $9.11M | 0.1% | -2.6% | 3.796% | |
| 1/29/2026 | Sanctuary Advisors LLC | 193,951 | $9.60M | 0.1% | +0.2% | 3.999% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 118,673 | $5.95M | 0.0% | +9.6% | 2.447% | |
| 11/17/2025 | Susquehanna International Group LLP | 8,509 | $426K | 0.0% | N/A | 0.175% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 1,921 | $96K | 0.0% | +117.8% | 0.040% | |
| 11/17/2025 | National Bank of Canada FI | 3,550 | $178K | 0.0% | N/A | 0.073% | |
| 11/17/2025 | Citadel Advisors LLC | 22,152 | $1.11M | 0.0% | -41.3% | 0.457% | |
| 11/17/2025 | Bank of America Corp DE | 15,120 | $758K | 0.0% | -18.6% | 0.312% | |
| 11/14/2025 | 17 Capital Partners LLC | 4,710 | $236K | 0.1% | -6.0% | 0.097% | |
| 11/14/2025 | Raymond James Financial Inc. | 34,083 | $1.71M | 0.0% | +12.1% | 0.703% | |
| 11/14/2025 | Newbridge Financial Services Group Inc. | 6,695 | $335K | 0.1% | -14.9% | 0.138% | |
| 11/12/2025 | Focus Partners Advisor Solutions LLC | 6,913 | $348K | 0.0% | N/A | 0.143% | |
| 11/12/2025 | Sumitomo Mitsui Financial Group Inc. | 2,387 | $120K | 0.0% | -45.1% | 0.049% | |
| 11/10/2025 | Compound Planning Inc. | 6,651 | $333K | 0.0% | +3.7% | 0.137% | |
| 11/6/2025 | Atria Investments Inc | 188,993 | $9.47M | 0.1% | +8.8% | 3.897% | |
| 11/3/2025 | Archer Investment Corp | 809 | $41K | 0.0% | N/A | 0.017% | |
| 10/30/2025 | Cornerstone Wealth Group LLC | 4,082 | $205K | 0.0% | N/A | 0.084% | |
| 10/30/2025 | Williams & Novak LLC | 4,010 | $201K | 0.2% | N/A | 0.083% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 108,320 | $5.44M | 0.0% | +3.3% | 2.233% | |
| 10/15/2025 | CWM LLC | 1,057 | $53K | 0.0% | +161.6% | 0.022% | |
| 9/4/2025 | Osaic Holdings Inc. | 92,413 | $4.31M | 0.0% | +94.6% | 1.905% | |
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| 8/19/2025 | Newbridge Financial Services Group Inc. | 7,865 | $367K | 0.1% | -22.2% | 0.162% | |
| 8/15/2025 | High Falls Advisors Inc | 6,750 | $315K | 0.1% | N/A | 0.139% | |
| 8/15/2025 | Bank of America Corp DE | 18,566 | $866K | 0.0% | +4.7% | 0.383% | |
| 8/14/2025 | Jane Street Group LLC | 4,980 | $232K | 0.0% | N/A | 0.103% | |
| 8/14/2025 | Raymond James Financial Inc. | 30,404 | $1.42M | 0.0% | +9.4% | 0.627% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 882 | $41K | 0.0% | N/A | 0.018% | |
| 8/13/2025 | Sumitomo Mitsui Financial Group Inc. | 4,345 | $203K | 0.0% | -14.7% | 0.090% | |
| 8/12/2025 | Financial Advocates Investment Management | 29,139 | $1.36M | 0.1% | N/A | 0.601% | |
| 8/12/2025 | JPMorgan Chase & Co. | 16,265 | $759K | 0.0% | +343.1% | 0.335% | |
| 8/8/2025 | Cetera Investment Advisers | 10,547 | $492K | 0.0% | -2.2% | 0.217% | |
| 8/6/2025 | Golden State Wealth Management LLC | 41,129 | $1.92M | 0.2% | N/A | 0.848% | |
| 8/4/2025 | Atria Investments Inc | 173,727 | $8.10M | 0.1% | N/A | 3.582% | |
| 7/28/2025 | Harbour Investments Inc. | 3,598 | $168K | 0.0% | -6.3% | 0.074% | |
| 7/21/2025 | Clarity Capital Partners LLC | 6,256 | $292K | 0.1% | +7.2% | 0.129% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,690 | $126K | 0.0% | N/A | 0.055% | |
| 7/17/2025 | XML Financial LLC | 4,964 | $232K | 0.0% | N/A | 0.102% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 104,838 | $4.96M | 0.0% | +9.7% | 2.162% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 42,477 | $1.84M | 0.0% | -40.4% | 0.876% | |
| 5/14/2025 | Compound Planning Inc. | 6,119 | $265K | 0.0% | +21.5% | 0.127% | |
| 5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 5,095 | $221K | 0.0% | +250.2% | 0.106% | |
| 5/8/2025 | Harbour Investments Inc. | 3,838 | $166K | 0.0% | -39.4% | 0.083% | |
| 5/7/2025 | LPL Financial LLC | 105,332 | $4.56M | 0.0% | +4.9% | 2.265% | |
| 5/6/2025 | Cetera Investment Advisers | 10,785 | $467K | 0.0% | -8.3% | 0.232% | |
| 4/28/2025 | Clarity Capital Partners LLC | 5,835 | $253K | 0.1% | +17.4% | 0.125% | |
| 4/23/2025 | Spire Wealth Management | 2,140 | $93K | 0.0% | -36.6% | 0.046% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 24,783 | $1.07M | 0.0% | -3.2% | 0.533% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 5,582 | $237K | 0.0% | N/A | 0.120% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 95,534 | $4.14M | 0.0% | +4.2% | 2.011% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 91,700 | $3.98M | 0.0% | -1.9% | 1.931% | |
| 2/18/2025 | GTS Securities LLC | 15,344 | $665K | 0.0% | N/A | 0.388% | |
| 2/17/2025 | Cetera Investment Advisers | 11,762 | $510K | 0.0% | +12.3% | 0.298% | |
| 2/17/2025 | Citadel Advisors LLC | 25,469 | $1.10M | 0.0% | -29.5% | 0.645% | |
| 2/17/2025 | Bank of America Corp DE | 27,122 | $1.18M | 0.0% | +11.2% | 0.687% | |
| 2/13/2025 | Raymond James Financial Inc. | 28,965 | $1.26M | 0.0% | N/A | 0.733% | |
| 2/13/2025 | Sumitomo Mitsui Financial Group Inc. | 1,455 | $63K | 0.0% | -16.9% | 0.037% | |
| 2/13/2025 | Wells Fargo & Company MN | 768 | $33K | 0.0% | +76,700.0% | 0.019% | |
| 2/11/2025 | LPL Financial LLC | 100,449 | $4.35M | 0.0% | +40.0% | 2.543% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 45,989 | $1.99M | 0.0% | -10.3% | 1.164% | |
| 2/6/2025 | Raymond James Financial Inc. | 28,965 | $1.26M | 0.0% | N/A | 0.733% | |
| 2/4/2025 | Wealthgarden F.S. LLC | 10,834 | $470K | 0.4% | N/A | 0.274% | |
| 1/29/2025 | Clarity Capital Partners LLC | 4,972 | $216K | 0.1% | N/A | 0.126% | |
| 1/28/2025 | Newbridge Financial Services Group Inc. | 13,900 | $603K | 0.2% | N/A | 0.352% | |
| 1/16/2025 | Sugar Maple Asset Management LLC | 1,020 | $44K | 0.0% | N/A | 0.026% | |
| 11/15/2024 | HighTower Advisors LLC | 8,273 | $358K | 0.0% | +7.1% | 0.209% | |
| 11/13/2024 | FMR LLC | 15,389 | $666K | 0.0% | +18.1% | 0.390% | |
| 11/6/2024 | Schrum Private Wealth Management LLC | 6,754 | $293K | 0.2% | N/A | 0.171% | |
| 11/5/2024 | Harbour Investments Inc. | 6,363 | $276K | 0.0% | -13.9% | 0.161% | |
| 11/2/2024 | XML Financial LLC | 4,988 | $216K | 0.0% | -11.1% | 0.126% | |
| 10/25/2024 | Integrated Advisors Network LLC | 20,605 | $892K | 0.0% | -1.4% | 0.522% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 93,479 | $4.05M | 0.0% | +4.3% | 2.367% | |
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| 10/8/2024 | Atomi Financial Group Inc. | 4,977 | $216K | 0.0% | -10.8% | 0.126% | |
| 10/8/2024 | Williams & Novak LLC | 5,050 | $219K | 0.2% | -30.8% | 0.128% | |
| 9/11/2024 | Newbridge Financial Services Group Inc. | 14,623 | $598K | 0.2% | -4.8% | 0.370% | |
| 8/8/2024 | Wealthgarden F.S. LLC | 10,834 | $443K | 0.5% | N/A | 0.274% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 55,158 | $2.25M | 0.0% | -2.7% | 1.396% | |
| 7/26/2024 | Harbour Investments Inc. | 7,386 | $302K | 0.0% | -9.7% | 0.187% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 31,256 | $1.28M | 0.0% | +7.0% | 0.791% | |
| 7/26/2024 | Atomi Financial Group Inc. | 5,581 | $228K | 0.0% | +9.9% | 0.141% | |
| 7/23/2024 | XML Financial LLC | 5,609 | $229K | 0.0% | N/A | 0.142% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 89,603 | $3.66M | 0.0% | +0.9% | 2.268% | |