| 6/3/2026 | NewEdge Advisors LLC | 9,253 | $246K | 0.0% | +2,201.7% | 0.244% | |
| 5/19/2026 | NewEdge Advisors LLC | 9,153 | $243K | 0.0% | +2,176.9% | 0.241% | |
| 5/19/2026 | Arkadios Wealth Advisors | 11,600 | $308K | 0.0% | -3.0% | 0.305% | |
| 5/18/2026 | Sunbelt Securities Inc. | 18,096 | $481K | 0.0% | +47.1% | 0.476% | |
| 5/18/2026 | Royal Bank of Canada | 408,277 | $10.84M | 0.0% | +4.9% | 10.744% | |
| 5/13/2026 | Cetera Investment Advisers | 313,888 | $8.34M | 0.0% | -3.7% | 8.260% | |
| 5/13/2026 | First Trust Advisors LP | 69,437 | $1.84M | 0.0% | +30.2% | 1.827% | |
| 5/6/2026 | SteelPeak Wealth LLC | 9,085 | $241K | 0.0% | -55.6% | 0.239% | |
| 5/6/2026 | Independent Financial Group LLC | 200,108 | $5.32M | 0.2% | N/A | 5.266% | |
| 4/30/2026 | Kestra Advisory Services LLC | 30,226 | $803K | 0.0% | +774.3% | 0.795% | |
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| 4/29/2026 | Southern Capital Services Inc. ADV | 559,518 | $14.86M | 9.6% | +2.5% | 14.724% | |
| 4/28/2026 | Stephens Inc. AR | 31,879 | $847K | 0.0% | +14.8% | 0.839% | |
| 4/27/2026 | Private Advisor Group LLC | 72,691 | $1.93M | 0.0% | +9.5% | 1.913% | |
| 4/23/2026 | Intrua Financial LLC | 28,844 | $766K | 0.1% | -3.7% | 0.759% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 17,130 | $455K | 0.0% | +125.4% | 0.451% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 14,607 | $388K | 0.0% | -5.3% | 0.384% | |
| 4/21/2026 | Sequent Planning LLC | 90,157 | $2.40M | 0.6% | +6.7% | 2.373% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 9,619 | $255K | 0.0% | +7.9% | 0.253% | |
| 4/16/2026 | Balboa Wealth Partners | 8,383 | $223K | 0.0% | +4.3% | 0.221% | |
| 2/27/2026 | Southern Capital Services Inc. ADV | 545,758 | $15.14M | 9.5% | N/A | 5.513% | |
| 2/20/2026 | Sunbelt Securities Inc. | 12,304 | $341K | 0.0% | +40.4% | 0.124% | |
| 2/18/2026 | IHT Wealth Management LLC | 8,893 | $247K | 0.0% | N/A | 0.090% | |
| 2/18/2026 | Core Wealth Partners LLC | 18,792 | $521K | 0.2% | +3.4% | 0.190% | |
| 2/17/2026 | Cetera Investment Advisers | 325,875 | $9.04M | 0.0% | -25.2% | 3.292% | |
| 2/17/2026 | Osaic Holdings Inc. | 155,442 | $4.31M | 0.0% | +64.1% | 1.570% | |
| 2/17/2026 | Royal Bank of Canada | 389,270 | $10.80M | 0.0% | +558.5% | 3.932% | |
| 2/17/2026 | Faithward Advisors LLC | 9,058 | $251K | 0.0% | -40.5% | 0.091% | |
| 2/16/2026 | Mariner LLC | 8,259 | $229K | 0.0% | N/A | 0.083% | |
| 2/16/2026 | Arax Advisory Partners | 54,893 | $1.52M | 0.0% | N/A | 0.554% | |
| 2/16/2026 | AFT Forsyth & Company Inc. | 10,414 | $289K | 0.1% | N/A | 0.105% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,457 | $96K | 0.0% | N/A | 0.035% | |
| 2/13/2026 | Stifel Financial Corp | 180,299 | $5.00M | 0.0% | +665.9% | 1.821% | |
| 2/13/2026 | Arkadios Wealth Advisors | 11,958 | $332K | 0.0% | +19.5% | 0.121% | |
| 2/13/2026 | First Trust Advisors LP | 53,327 | $1.48M | 0.0% | +74.3% | 0.539% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 22,141 | $614K | 0.0% | +94.1% | 0.224% | |
| 2/12/2026 | Jane Street Group LLC | 8,966 | $249K | 0.0% | -69.2% | 0.091% | |
| 2/12/2026 | Triumph Capital Management | 3,343 | $93K | 0.0% | +442.7% | 0.034% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 42,613 | $1.18M | 0.0% | +141.6% | 0.430% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 15,430 | $428K | 0.0% | -14.3% | 0.156% | |
| 2/11/2026 | LPL Financial LLC | 406,776 | $11.28M | 0.0% | +44.2% | 4.109% | |
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| 2/11/2026 | Endeavor Private Wealth Inc. | 10,008 | $278K | 0.1% | N/A | 0.101% | |
| 2/10/2026 | Calton & Associates Inc. | 15,080 | $418K | 0.1% | +34.7% | 0.152% | |
| 2/9/2026 | Harbour Investments Inc. | 10,990 | $305K | 0.0% | -5.2% | 0.111% | |
| 2/6/2026 | Larson Financial Group LLC | 4,570 | $127K | 0.0% | N/A | 0.046% | |
| 2/5/2026 | Sequent Planning LLC | 84,485 | $2.34M | 0.6% | N/A | 0.853% | |
| 2/5/2026 | Intrua Financial LLC | 29,950 | $831K | 0.1% | +36.2% | 0.303% | |
| 2/5/2026 | Stephens Inc. AR | 27,767 | $770K | 0.0% | +1.6% | 0.280% | |
| 2/3/2026 | Luken Investment Analytics LLC | 844,667 | $23.43M | 9.2% | -17.6% | 8.708% | |
| 2/3/2026 | MGO One Seven LLC | 8,004 | $222K | 0.0% | +10.9% | 0.083% | |
| 2/3/2026 | RFG Advisory LLC | 11,343 | $315K | 0.0% | -4.1% | 0.117% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 10,761 | $299K | 0.0% | +52.6% | 0.116% | |
| 1/28/2026 | G&S Capital LLC | 9,552 | $265K | 0.1% | +35.0% | 0.103% | |
| 1/22/2026 | Greenberg Financial Group | 7,250 | $201K | 0.1% | N/A | 0.079% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 34,696 | $962K | 0.1% | +10.1% | 0.379% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 32,464 | $901K | 0.0% | +28.9% | 0.359% | |
| 1/20/2026 | SteelPeak Wealth LLC | 20,450 | $567K | 0.0% | -39.3% | 0.226% | |
| 1/16/2026 | Balboa Wealth Partners | 8,036 | $223K | 0.0% | N/A | 0.089% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 8,914 | $249K | 0.0% | +4.6% | 0.099% | |
| 1/15/2026 | Jaffetilchin Investment Partners LLC | 31,988 | $887K | 0.1% | -25.0% | 0.355% | |
| 1/15/2026 | RiverTree Advisors LLC | 54,014 | $1.50M | 1.0% | -0.9% | 0.600% | |
| 1/13/2026 | CoreCap Advisors LLC | 7,949 | $221K | 0.0% | +2,844.1% | 0.092% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 21,976 | $627K | 0.0% | +17.4% | 0.257% | |
| 1/7/2026 | Precedent Wealth Partners LLC | 59,958 | $1.66M | 0.3% | +7.4% | 0.701% | |
| 11/19/2025 | Faithward Advisors LLC | 15,220 | $436K | 0.1% | -16.2% | 0.240% | |
| 11/19/2025 | Sunbelt Securities Inc. | 8,763 | $251K | 0.0% | N/A | 0.138% | |
| 11/18/2025 | Advisory Services Network LLC | 1,774 | $51K | 0.0% | N/A | 0.028% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 11,408 | $327K | 0.0% | +47.8% | 0.180% | |
| 11/14/2025 | Raymond James Financial Inc. | 262,742 | $7.53M | 0.0% | +1,142,256.5% | 4.138% | |
| 11/13/2025 | Private Advisor Group LLC | 63,816 | $1.83M | 0.0% | +1.8% | 1.005% | |
| 11/13/2025 | First Trust Advisors LP | 30,603 | $877K | 0.0% | +138.3% | 0.482% | |
| 11/7/2025 | Calton & Associates Inc. | 11,194 | $321K | 0.0% | +23.8% | 0.176% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 25,193 | $722K | 0.0% | +113.7% | 0.397% | |
| 11/6/2025 | RFG Advisory LLC | 11,833 | $339K | 0.0% | N/A | 0.186% | |
| 11/5/2025 | Capital Investment Advisory Services LLC | 31,499 | $902K | 0.1% | +27.9% | 0.496% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 187,650 | $5.38M | 0.0% | +8.2% | 2.955% | |
| 11/4/2025 | Core Wealth Partners LLC | 18,172 | $521K | 0.2% | +21.9% | 0.286% | |
| 11/3/2025 | AE Wealth Management LLC | 2,085 | $60K | 0.0% | N/A | 0.033% | |
| 10/29/2025 | Arkadios Wealth Advisors | 10,008 | $287K | 0.0% | -11.1% | 0.160% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 18,717 | $541K | 0.0% | +89.8% | 0.299% | |
| 10/29/2025 | Intrua Financial LLC | 21,996 | $630K | 0.1% | N/A | 0.352% | |
| 10/27/2025 | Stephens Inc. AR | 27,336 | $783K | 0.0% | +22.4% | 0.437% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 7,052 | $202K | 0.0% | N/A | 0.113% | |
| 10/24/2025 | MGO One Seven LLC | 7,215 | $207K | 0.0% | -18.9% | 0.118% | |
| 10/23/2025 | G&S Capital LLC | 7,078 | $203K | 0.1% | N/A | 0.116% | |
| 10/21/2025 | SteelPeak Wealth LLC | 33,700 | $966K | 0.0% | N/A | 0.571% | |
| 10/21/2025 | Silver Oak Securities Incorporated | 8,521 | $244K | 0.0% | N/A | 0.144% | |
| 10/14/2025 | Precedent Wealth Partners LLC | 55,838 | $1.60M | 0.4% | +8.5% | 0.997% | |
| 10/8/2025 | Patriot Financial Group Insurance Agency LLC | 7,675 | $220K | 0.0% | N/A | 0.138% | |
| 8/13/2025 | First Trust Advisors LP | 12,840 | $344K | 0.0% | N/A | 0.299% | |
| 8/12/2025 | Jaffetilchin Investment Partners LLC | 37,799 | $1.01M | 0.1% | N/A | 0.879% | |
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| 8/8/2025 | Avantax Advisory Services Inc. | 132,510 | $3.55M | 0.0% | +9.9% | 3.082% | |
| 8/8/2025 | Cetera Investment Advisers | 309,496 | $8.29M | 0.0% | +12.0% | 7.198% | |
| 8/6/2025 | Prospera Financial Services Inc | 16,404 | $439K | 0.0% | +16.7% | 0.381% | |
| 8/4/2025 | Arkadios Wealth Advisors | 11,258 | $301K | 0.0% | +9.2% | 0.262% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 173,506 | $4.65M | 0.0% | +2.5% | 4.035% | |
| 7/29/2025 | Stephens Inc. AR | 22,336 | $598K | 0.0% | +147.4% | 0.519% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 11,791 | $316K | 0.0% | N/A | 0.274% | |
| 7/28/2025 | Harbour Investments Inc. | 9,074 | $243K | 0.0% | +16.9% | 0.211% | |
| 7/25/2025 | MGO One Seven LLC | 8,900 | $238K | 0.0% | N/A | 0.207% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 7,853 | $210K | 0.0% | N/A | 0.192% | |