| 5/18/2026 | Royal Bank of Canada | 6,792 | $217K | 0.0% | -46.9% | 0.027% | |
| 5/13/2026 | Cetera Investment Advisers | 61,638 | $1.97M | 0.0% | +316.5% | 0.242% | |
| 5/6/2026 | SK Wealth Management LLC | 174,090 | $5.66M | 1.6% | +1.1% | 0.683% | |
| 5/6/2026 | Dahring Cusmano LLC | 55,908 | $1.79M | 1.1% | N/A | 0.219% | |
| 5/6/2026 | Gaddis Premier Wealth Advisors LLC | 214,864 | $6.87M | 5.1% | +3.4% | 0.843% | |
| 5/5/2026 | Sigma Planning Corp | 37,826 | $1.21M | 0.0% | +46.5% | 0.148% | |
| 5/4/2026 | Retirement Planning Group LLC | 103,645 | $3.31M | 0.1% | +100.0% | 0.406% | |
| 5/4/2026 | Evernest Financial Advisors LLC | 272,082 | $9.60M | 2.0% | -32.3% | 1.067% | |
| 5/1/2026 | Fifth Third Bancorp | 6,832 | $218K | 0.0% | N/A | 0.027% | |
| 4/30/2026 | Kestra Advisory Services LLC | 30,581 | $977K | 0.0% | +81.2% | 0.120% | |
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| 4/23/2026 | KOM Wealth Management Group LLC | 415,240 | $13.27M | 9.0% | +4.4% | 1.628% | |
| 4/22/2026 | MFA Wealth Services | 74,752 | $2.39M | 1.6% | +4.0% | 0.293% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 9,706 | $310K | 0.0% | -26.3% | 0.038% | |
| 4/20/2026 | RFG Advisory LLC | 843,183 | $26.94M | 0.5% | +19.4% | 3.307% | |
| 4/17/2026 | AdvisorNet Financial Inc | 1,736 | $55K | 0.0% | +1,185.9% | 0.007% | |
| 3/4/2026 | Keenan LLC | 265,329 | $8.14M | 7.1% | N/A | 1.041% | |
| 2/17/2026 | Cetera Investment Advisers | 14,800 | $454K | 0.0% | +36.9% | 0.058% | |
| 2/17/2026 | Osaic Holdings Inc. | 17,446 | $536K | 0.0% | -8.1% | 0.068% | |
| 2/17/2026 | Royal Bank of Canada | 12,781 | $392K | 0.0% | +9.2% | 0.050% | |
| 2/16/2026 | Evernest Financial Advisors LLC | 402,143 | $13.67M | 2.9% | -0.9% | 1.577% | |
| 2/13/2026 | Kestra Advisory Services LLC | 16,874 | $518K | 0.0% | +3.7% | 0.066% | |
| 2/12/2026 | Jane Street Group LLC | 18,974 | $582K | 0.0% | N/A | 0.074% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 1,156,899 | $35.51M | 0.0% | +227.7% | 4.537% | |
| 2/12/2026 | Principal Securities Inc. | 46,773 | $1.44M | 0.0% | +58.0% | 0.183% | |
| 2/11/2026 | M Holdings Securities Inc. | 33,180 | $1.02M | 0.1% | N/A | 0.130% | |
| 2/11/2026 | Clarity Retirement & Wealth LLC | 91,006 | $2.79M | 2.5% | N/A | 0.357% | |
| 2/11/2026 | Gaddis Premier Wealth Advisors LLC | 207,859 | $6.38M | 4.8% | N/A | 0.815% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 9,964 | $306K | 0.0% | N/A | 0.039% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 1,565 | $48K | 0.0% | -40.2% | 0.006% | |
| 2/9/2026 | Eaton Financial Holdings Company LLC | 7,608 | $233K | 0.1% | N/A | 0.030% | |
| 2/9/2026 | Harbour Investments Inc. | 23,707 | $728K | 0.0% | -1.6% | 0.093% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 12,145 | $373K | 0.0% | N/A | 0.048% | |
| 2/5/2026 | Elyxium Wealth LLC | 1,019 | $31K | 0.0% | N/A | 0.004% | |
| 2/3/2026 | Retirement Planning Group LLC | 51,833 | $1.59M | 0.1% | +354.9% | 0.203% | |
| 2/3/2026 | RFG Advisory LLC | 706,371 | $21.68M | 0.4% | +80.2% | 2.770% | |
| 2/2/2026 | Truist Financial Corp | 12,178 | $374K | 0.0% | -18.0% | 0.048% | |
| 2/2/2026 | Pines Wealth Management LLC | 19,682 | $604K | 0.2% | N/A | 0.077% | |
| 1/30/2026 | Sigma Planning Corp | 25,825 | $793K | 0.0% | +13.4% | 0.101% | |
| 1/30/2026 | SK Wealth Management LLC | 172,272 | $5.63M | 1.6% | +8.2% | 0.676% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 13,178 | $404K | 0.0% | +3.4% | 0.052% | |
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| 1/28/2026 | Dentgroup LLC | 78,511 | $2.41M | 1.7% | +37.0% | 0.308% | |
| 1/23/2026 | Farther Finance Advisors LLC | 7,234 | $222K | 0.0% | +10,088.7% | 0.028% | |
| 1/23/2026 | KOM Wealth Management Group LLC | 397,655 | $12.20M | 8.6% | +1.7% | 1.559% | |
| 1/15/2026 | Wealth Quarterback LLC | 17,349 | $532K | 0.2% | -87.6% | 0.068% | |
| 1/12/2026 | Sax Wealth Advisors LLC | 192,881 | $5.92M | 0.3% | +22.7% | 0.756% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 16,065 | $513K | 0.0% | N/A | 0.063% | |
| 1/1/2026 | JPMorgan Chase & Co. | 65,343 | $1.91M | 0.0% | +32.7% | 0.256% | |
| 11/17/2025 | Financial Engines Advisors L.L.C. | 27,879 | $814K | 0.0% | N/A | 0.109% | |
| 11/17/2025 | Susquehanna International Group LLP | 17,143 | $501K | 0.0% | N/A | 0.067% | |
| 11/17/2025 | MFA Wealth Services | 71,856 | $2.10M | 1.4% | +241.5% | 0.282% | |
| 11/14/2025 | Creative Planning | 16,253 | $475K | 0.0% | -25.8% | 0.064% | |
| 11/13/2025 | Menora Mivtachim Holdings LTD. | 223,010 | $6.51M | 0.0% | -2.0% | 0.875% | |
| 11/12/2025 | Evernest Financial Advisors LLC | 405,619 | $11.85M | 3.3% | -0.2% | 1.591% | |
| 11/10/2025 | MAI Capital Management | 299,008 | $8.73M | 0.1% | N/A | 1.173% | |
| 11/7/2025 | JPMorgan Chase & Co. | 65,343 | $1.91M | 0.0% | +32.7% | 0.256% | |
| 11/6/2025 | RFG Advisory LLC | 391,942 | $11.45M | 0.2% | +12.2% | 1.537% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 31,596 | $923K | 0.0% | +73.8% | 0.124% | |
| 11/4/2025 | Mutual Advisors LLC | 9,755 | $288K | 0.0% | N/A | 0.038% | |
| 11/3/2025 | Hicks Capital Management LLC | 10,348 | $302K | 0.5% | N/A | 0.041% | |
| 11/3/2025 | Truist Financial Corp | 14,844 | $434K | 0.0% | -4.9% | 0.058% | |
| 10/29/2025 | Beacon Financial Advisory LLC | 7,000 | $204K | 0.0% | N/A | 0.027% | |
| 10/27/2025 | Retirement Planning Group LLC | 11,394 | $333K | 0.0% | N/A | 0.045% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 353,043 | $10.31M | 0.0% | -3.1% | 1.384% | |
| 10/21/2025 | Bay Capital Advisors LLC | 9,588 | $280K | 0.2% | -19.1% | 0.038% | |
| 10/21/2025 | KOM Wealth Management Group LLC | 391,045 | $11.42M | 8.6% | -22.2% | 1.534% | |
| 10/20/2025 | Sax Wealth Advisors LLC | 157,161 | $4.59M | 0.2% | +34.5% | 0.616% | |
| 10/20/2025 | Wealth Quarterback LLC | 139,627 | $4.08M | 1.6% | +4.3% | 0.548% | |
| 10/10/2025 | SK Wealth Management LLC | 159,177 | $4.62M | 1.7% | +3.9% | 0.624% | |
| 10/3/2025 | Dentgroup LLC | 57,293 | $1.67M | 1.1% | +86.3% | 0.225% | |
| 9/4/2025 | Osaic Holdings Inc. | 11,021 | $300K | 0.0% | +230.6% | 0.043% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 3,722 | $101K | 0.0% | N/A | 0.015% | |
| 8/15/2025 | Benjamin Edwards Inc. | 13,202 | $359K | 0.0% | +15.0% | 0.052% | |
| 8/14/2025 | Menora Mivtachim Holdings LTD. | 227,554 | $6.19M | 0.0% | +56.0% | 0.892% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 2,568 | $70K | 0.0% | -51.5% | 0.010% | |
| 8/12/2025 | JPMorgan Chase & Co. | 49,247 | $1.34M | 0.0% | +15.2% | 0.193% | |
| 8/8/2025 | Creative Planning | 21,895 | $595K | 0.0% | N/A | 0.086% | |
| 8/8/2025 | Wealth Quarterback LLC | 133,914 | $3.64M | 1.7% | -4.0% | 0.525% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 18,179 | $494K | 0.0% | +48.6% | 0.071% | |
| 7/28/2025 | Evernest Financial Advisors LLC | 406,512 | $11.05M | 3.6% | +3.0% | 1.594% | |
| 7/28/2025 | Harbour Investments Inc. | 23,088 | $628K | 0.0% | +5.7% | 0.091% | |
| 7/28/2025 | RFG Advisory LLC | 349,227 | $9.50M | 0.2% | N/A | 1.370% | |
| 7/24/2025 | MFA Wealth Services | 21,040 | $572K | 0.4% | +22.1% | 0.083% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 116,808 | $3.18M | 0.2% | +15.0% | 0.458% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,780 | $76K | 0.0% | N/A | 0.011% | |
| 7/18/2025 | Provident Wealth Management LLC | 2,869 | $78K | 0.0% | +77.4% | 0.011% | |
| 7/18/2025 | Truist Financial Corp | 15,604 | $424K | 0.0% | -4.2% | 0.061% | |
| 7/16/2025 | Kerntke Otto McGlone Wealth Management Group | 502,919 | $13.67M | 10.8% | +18.4% | 1.972% | |
| 7/15/2025 | Bay Capital Advisors LLC | 11,856 | $322K | 0.2% | N/A | 0.046% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 8,428 | $235K | 0.0% | N/A | 0.033% | |
| 7/10/2025 | SK Wealth Management LLC | 153,131 | $4.26M | 1.8% | +21.7% | 0.601% | |
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| 7/9/2025 | Christopher J. Hasenberg Inc | 28,608 | $778K | 0.3% | N/A | 0.112% | |
| 7/9/2025 | Bulwark Capital Corp | 2,535 | $69K | 0.1% | N/A | 0.010% | |
| 7/2/2025 | Dentgroup LLC | 30,750 | $836K | 0.6% | -14.1% | 0.121% | |
| 5/19/2025 | Jane Street Group LLC | 768,423 | $19.40M | 0.0% | N/A | 3.086% | |
| 5/15/2025 | Royal Bank of Canada | 27,843 | $703K | 0.0% | +258.0% | 0.112% | |
| 5/15/2025 | OLD Mission Capital LLC | 12,978 | $328K | 0.0% | N/A | 0.052% | |
| 5/14/2025 | Jane Street Group LLC | 768,423 | $19.40M | 0.0% | N/A | 3.086% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,290 | $134K | 0.0% | +106.0% | 0.021% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 101,605 | $2.57M | 0.2% | +89.0% | 0.408% | |
| 5/13/2025 | Menora Mivtachim Holdings LTD. | 145,859 | $3.68M | 0.0% | N/A | 0.586% | |