| 7/10/2026 | KWB Wealth | 16,643 | $869K | 0.1% | +37.1% | 0.058% | |
| 7/10/2026 | Scott Capital Advisors LLC | 321,805 | $16.80M | 2.6% | +720.9% | 1.128% | |
| 7/10/2026 | Spinnaker Investment Group LLC | 269,007 | $14.04M | 2.2% | N/A | 0.943% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 57,903 | $3.02M | 0.1% | -13.0% | 0.203% | |
| 7/9/2026 | Kraft Davis & Associates LLC | 175,879 | $9.14M | 1.9% | +297.3% | 0.616% | |
| 7/8/2026 | Apella Capital LLC | 99,443 | $5.17M | 0.1% | -0.3% | 0.349% | |
| 7/6/2026 | Stonebridge Financial Group LLC | 231,761 | $12.10M | 0.9% | -7.8% | 0.812% | |
| 7/6/2026 | Bulwark Capital Corp | 196,887 | $10.28M | 5.8% | -16.6% | 0.690% | |
| 7/2/2026 | Cedar Mountain Advisors LLC | 12,267 | $640K | 0.1% | +1,189.9% | 0.043% | |
| 6/18/2026 | Western Wealth Management LLC | 2,940 | $153K | 0.0% | N/A | 0.010% | |
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| 6/1/2026 | Flagship Wealth Advisors LLC | 1,328 | $69K | 0.0% | -17.6% | 0.005% | |
| 5/19/2026 | Western Wealth Management LLC | 2,940 | $153K | 0.0% | N/A | 0.010% | |
| 5/19/2026 | Bank of America Corp DE | 402,817 | $21.02M | 0.0% | +3.5% | 1.412% | |
| 5/18/2026 | Royal Bank of Canada | 8,233 | $430K | 0.0% | +8.8% | 0.029% | |
| 5/15/2026 | Vawter Financial Ltd. | 12,897 | $673K | 0.3% | +13.3% | 0.045% | |
| 5/13/2026 | Cetera Investment Advisers | 120,550 | $6.29M | 0.0% | -14.0% | 0.423% | |
| 5/6/2026 | Juno Financial Group LLC | 166,445 | $8.69M | 3.4% | N/A | 0.583% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 875,688 | $45.64M | 0.1% | +217,192.3% | 3.069% | |
| 5/5/2026 | D.A. Davidson & CO. | 35,625 | $1.86M | 0.0% | +3.6% | 0.125% | |
| 5/5/2026 | Members Advisory Group LLC | 84,693 | $4.42M | 1.5% | +19.9% | 0.297% | |
| 5/5/2026 | Bank of New York Mellon Corp | 8,954 | $467K | 0.0% | -3.0% | 0.031% | |
| 5/4/2026 | Bleakley Financial Group LLC | 96,340 | $5.03M | 0.1% | +6.6% | 0.338% | |
| 5/4/2026 | Archer Investment Corp | 2,040 | $106K | 0.0% | N/A | 0.007% | |
| 5/1/2026 | Fifth Third Bancorp | 18,078 | $943K | 0.0% | +96.6% | 0.063% | |
| 4/30/2026 | Whipplewood Advisors LLC | 150,354 | $7.85M | 4.1% | N/A | 0.527% | |
| 4/29/2026 | Centerpoint Advisory Group | 7,995 | $417K | 0.3% | -8.1% | 0.028% | |
| 4/28/2026 | Bogart Wealth LLC | 1,000 | $52K | 0.0% | N/A | 0.004% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 4,925 | $257K | 0.1% | -35.4% | 0.017% | |
| 4/27/2026 | IRON Financial LLC | 25,834 | $1.35M | 0.6% | N/A | 0.091% | |
| 4/27/2026 | Private Advisor Group LLC | 178,243 | $9.30M | 0.0% | +67.4% | 0.625% | |
| 4/27/2026 | Sound Income Strategies LLC | 1,424 | $74K | 0.0% | N/A | 0.005% | |
| 4/24/2026 | Wagner Wealth Management LLC | 862 | $45K | 0.0% | N/A | 0.003% | |
| 4/23/2026 | OakTrust Wealth Advisors LLC | 164,982 | $8.61M | 7.8% | +35.1% | 0.578% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 70,126 | $3.66M | 0.0% | +97.0% | 0.246% | |
| 4/21/2026 | Maridea Wealth Management LLC | 7,354 | $384K | 0.1% | +9.9% | 0.026% | |
| 4/21/2026 | Grey Ledge Advisors LLC | 70,483 | $3.68M | 0.8% | -39.0% | 0.247% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 3,995 | $209K | 0.0% | N/A | 0.014% | |
| 4/20/2026 | MBM Wealth Consultants LLC | 339,073 | $17.70M | 4.1% | +11.5% | 1.188% | |
| 4/20/2026 | Apella Capital LLC | 99,726 | $5.21M | 0.1% | N/A | 0.350% | |
| 4/18/2026 | Nautilus Advisors LLC | 61,491 | $3.21M | 2.2% | -9.4% | 0.216% | |
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| 2/27/2026 | OakTrust Wealth Advisors LLC | 122,120 | $6.39M | 5.9% | N/A | 0.428% | |
| 2/26/2026 | TD Capital Management LLC | 250,959 | $13.14M | 1.2% | +18.8% | 0.880% | |
| 2/18/2026 | First Commonwealth Financial Corp PA | 14,476 | $758K | 0.1% | -11.0% | 0.051% | |
| 2/17/2026 | Cetera Investment Advisers | 140,121 | $7.33M | 0.0% | +29.0% | 0.491% | |
| 2/17/2026 | Equitable Holdings Inc. | 65,800 | $3.44M | 0.0% | +162.2% | 0.231% | |
| 2/17/2026 | Osaic Holdings Inc. | 76,926 | $4.03M | 0.0% | +36.9% | 0.270% | |
| 2/17/2026 | Private Advisor Group LLC | 106,486 | $5.57M | 0.0% | +25.9% | 0.373% | |
| 2/17/2026 | Captrust Financial Advisors | 29,931 | $1.57M | 0.0% | -7.7% | 0.105% | |
| 2/17/2026 | &PARTNERS | 31,606 | $1.66M | 0.0% | +9.1% | 0.111% | |
| 2/17/2026 | Royal Bank of Canada | 7,565 | $396K | 0.0% | +229.9% | 0.027% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 7,629 | $399K | 0.1% | +11.0% | 0.027% | |
| 2/16/2026 | Portfolio Resources Advisor Group Inc. | 1,538 | $81K | 0.1% | N/A | 0.005% | |
| 2/16/2026 | MML Investors Services LLC | 22,687 | $1.19M | 0.0% | +44.7% | 0.080% | |
| 2/16/2026 | Arax Advisory Partners | 3,645 | $191K | 0.0% | N/A | 0.013% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,566 | $134K | 0.0% | N/A | 0.009% | |
| 2/13/2026 | Stifel Financial Corp | 17,354 | $908K | 0.0% | N/A | 0.061% | |
| 2/13/2026 | Morgan Stanley | 1,354,725 | $70.90M | 0.0% | +24.9% | 4.748% | |
| 2/13/2026 | Wells Fargo & Company MN | 3,568 | $187K | 0.0% | -96.2% | 0.013% | |
| 2/13/2026 | Kane Investment Management Inc. | 33,597 | $1.76M | 0.9% | +6.5% | 0.118% | |
| 2/13/2026 | Schiavi & Co LLC | 805,931 | $42.18M | 13.4% | +9.4% | 2.825% | |
| 2/12/2026 | Jane Street Group LLC | 115,050 | $6.02M | 0.0% | +278.1% | 0.403% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 67,448 | $3.53M | 0.0% | +28.9% | 0.236% | |
| 2/12/2026 | Cloud Capital Management LLC | 10,376 | $545K | 0.3% | +665.8% | 0.036% | |
| 2/12/2026 | Bank of Montreal Can | 2,090 | $109K | 0.0% | -51.7% | 0.007% | |
| 2/12/2026 | MIdWestOne Financial Group Inc. | 43,841 | $2.30M | 0.3% | +16.6% | 0.154% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 35,592 | $1.86M | 0.0% | +127.9% | 0.125% | |
| 2/11/2026 | GWN Securities Inc. | 4,094 | $214K | 0.0% | N/A | 0.014% | |
| 2/11/2026 | Cedar Mountain Advisors LLC | 951 | $50K | 0.0% | N/A | 0.003% | |
| 2/11/2026 | LPL Financial LLC | 821,298 | $42.99M | 0.0% | +13.0% | 2.879% | |
| 2/11/2026 | JPMorgan Chase & Co. | 37,531,466 | $1.96B | 0.1% | -2.4% | 131.551% | |
| 2/11/2026 | Capital Group Private Client Services Inc. | 26,603 | $1.39M | 0.0% | +59.9% | 0.093% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 9,164 | $480K | 0.0% | +52.9% | 0.032% | |
| 2/10/2026 | Cibc World Market Inc. | 4,234 | $222K | 0.0% | N/A | 0.015% | |
| 2/10/2026 | WCG Wealth Advisors LLC | 15,099 | $790K | 0.0% | +11.2% | 0.053% | |
| 2/10/2026 | Hazlett Burt & Watson Inc. | 6,785 | $353K | 0.1% | +169.5% | 0.024% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 48,531 | $2.54M | 0.0% | +325.4% | 0.170% | |
| 2/9/2026 | Family Office Research LLC | 7,736 | $406K | 0.2% | N/A | 0.027% | |
| 2/9/2026 | Bleakley Financial Group LLC | 90,348 | $4.73M | 0.1% | N/A | 0.317% | |
| 2/9/2026 | Diversified Portfolios Inc. | 20,353 | $1.07M | 0.1% | +78.9% | 0.071% | |
| 2/9/2026 | Harbour Investments Inc. | 3,712 | $194K | 0.0% | +21.2% | 0.013% | |
| 2/6/2026 | Intellus Advisors LLC | 218,133 | $11.42M | 1.5% | +4.2% | 0.765% | |
| 2/6/2026 | BlueStem Wealth Partners LLC | 10,013 | $524K | 0.1% | +80.9% | 0.035% | |
| 2/6/2026 | HighTower Advisors LLC | 288,137 | $15.08M | 0.0% | +18.7% | 1.010% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 36,504 | $1.91M | 0.0% | +220.0% | 0.128% | |
| 2/5/2026 | Boulder Wealth Advisors LLC | 36,246 | $1.90M | 0.8% | -76.8% | 0.127% | |
| 2/5/2026 | WJ Wealth Management LLC | 17,737 | $928K | 0.4% | +43.0% | 0.062% | |
| 2/5/2026 | Grey Ledge Advisors LLC | 115,551 | $6.05M | 1.4% | +5.7% | 0.405% | |
| 2/4/2026 | Moneco Advisors LLC | 92,592 | $4.85M | 0.4% | +26.0% | 0.325% | |
| 2/4/2026 | Drive Wealth Management LLC | 163,632 | $8.60M | 1.7% | +44.1% | 0.574% | |
| 2/3/2026 | Centerpoint Advisory Group | 8,698 | $455K | 0.4% | -9.1% | 0.030% | |
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| 2/2/2026 | Truist Financial Corp | 17,261 | $903K | 0.0% | -3.9% | 0.061% | |
| 2/2/2026 | Composition Wealth LLC | 891,312 | $46.65M | 0.7% | +20.2% | 3.124% | |
| 2/2/2026 | Vawter Financial Ltd. | 11,385 | $596K | 0.3% | +137.7% | 0.040% | |
| 2/2/2026 | Fifth Third Bancorp | 9,195 | $481K | 0.0% | N/A | 0.032% | |
| 1/30/2026 | M&T Bank Corp | 1,046,425 | $54.77M | 0.2% | +3.0% | 3.668% | |
| 1/29/2026 | Comerica Bank | 17,850 | $934K | 0.0% | -5.5% | 0.063% | |
| 1/29/2026 | D.A. Davidson & CO. | 34,381 | $1.80M | 0.0% | -3.8% | 0.121% | |
| 1/28/2026 | Diversified Enterprises LLC | 6,655 | $348K | 0.0% | +28.3% | 0.023% | |
| 1/28/2026 | M&T Bank Corp | 74,480 | $3.90M | 0.0% | -92.7% | 0.261% | |
| 1/27/2026 | Members Advisory Group LLC | 70,628 | $3.70M | 1.4% | +10.3% | 0.248% | |