| 6/3/2026 | NewEdge Advisors LLC | 96,588 | $2.45M | 0.0% | +19.8% | 1.420% | |
| 5/27/2026 | Allen Capital Group LLC | 479,836 | $12.15M | 1.1% | N/A | 7.056% | |
| 5/19/2026 | Western Wealth Management LLC | 11,736 | $297K | 0.0% | -56.7% | 0.173% | |
| 5/19/2026 | NewEdge Advisors LLC | 83,927 | $2.13M | 0.0% | +4.1% | 1.234% | |
| 5/19/2026 | Hamilton Wealth LLC | 102,290 | $2.59M | 0.2% | +37.8% | 1.504% | |
| 5/19/2026 | Arkadios Wealth Advisors | 21,816 | $552K | 0.0% | N/A | 0.321% | |
| 5/18/2026 | Royal Bank of Canada | 519,901 | $13.16M | 0.0% | -13.4% | 7.646% | |
| 5/4/2026 | Retirement Planning Group LLC | 156,666 | $3.97M | 0.1% | +9.8% | 2.304% | |
| 4/30/2026 | Kestra Advisory Services LLC | 16,482 | $417K | 0.0% | +72.9% | 0.242% | |
| 4/27/2026 | Private Advisor Group LLC | 296,812 | $7.52M | 0.0% | +25.8% | 4.365% | |
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| 4/27/2026 | Elevation Point Wealth Partners LLC | 245,589 | $6.22M | 0.1% | +30.3% | 3.612% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 280,016 | $7.09M | 0.0% | +10.8% | 4.118% | |
| 4/22/2026 | Fort Washington Investment Advisors Inc. OH | 2,332,362 | $59.06M | 0.3% | -1.9% | 34.299% | |
| 4/21/2026 | Parkway Wealth Management Group LLC | 209,260 | $5.30M | 0.7% | +11.9% | 3.077% | |
| 2/19/2026 | Hamilton Wealth LLC | 74,205 | $1.88M | 0.4% | +55.9% | 1.091% | |
| 2/18/2026 | NewEdge Advisors LLC | 80,634 | $2.04M | 0.0% | +21.1% | 1.186% | |
| 2/17/2026 | Equitable Holdings Inc. | 74,772 | $1.89M | 0.0% | +31.5% | 1.100% | |
| 2/17/2026 | Teucrium Investment Advisors LLC | 317,373 | $8.04M | 8.8% | N/A | 4.667% | |
| 2/17/2026 | Osaic Holdings Inc. | 160,245 | $4.06M | 0.0% | +11.2% | 2.357% | |
| 2/17/2026 | Private Advisor Group LLC | 235,903 | $5.98M | 0.0% | +26.8% | 3.469% | |
| 2/17/2026 | Royal Bank of Canada | 600,383 | $15.21M | 0.0% | +48.4% | 8.829% | |
| 2/13/2026 | Kestra Advisory Services LLC | 9,531 | $241K | 0.0% | N/A | 0.140% | |
| 2/13/2026 | Stifel Financial Corp | 114,006 | $2.89M | 0.0% | +0.7% | 1.677% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 8,110 | $205K | 0.0% | N/A | 0.119% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 36,960 | $936K | 0.0% | +22.6% | 0.544% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 188,423 | $4.77M | 0.2% | N/A | 2.771% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 804,791 | $20.39M | 0.1% | +98.8% | 11.835% | |
| 2/12/2026 | Mission Creek Capital Partners Inc. | 64,141 | $1.63M | 0.3% | +6.0% | 0.943% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 252,638 | $6.40M | 0.0% | +15.8% | 3.715% | |
| 2/11/2026 | LPL Financial LLC | 1,063,342 | $26.94M | 0.0% | +80.8% | 15.637% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 29,758 | $754K | 0.0% | N/A | 0.438% | |
| 2/10/2026 | Waterloo Capital L.P. | 12,800 | $324K | 0.0% | N/A | 0.188% | |
| 2/6/2026 | RPS Advisory Solutions LLC | 212,068 | $5.37M | 2.5% | +3.4% | 3.119% | |
| 2/5/2026 | Atlas Wealth LLC | 149,513 | $3.79M | 1.2% | +11.9% | 2.199% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 58,887 | $1.49M | 0.1% | +33.0% | 0.866% | |
| 2/5/2026 | Western Wealth Management LLC | 27,103 | $687K | 0.0% | -4.3% | 0.399% | |
| 2/3/2026 | Retirement Planning Group LLC | 142,674 | $3.62M | 0.1% | +11.8% | 2.098% | |
| 2/2/2026 | Truist Financial Corp | 11,364 | $288K | 0.0% | N/A | 0.167% | |
| 2/2/2026 | Total Clarity Wealth Management Inc. | 43,749 | $1.11M | 0.3% | N/A | 0.643% | |
| 1/29/2026 | Sanctuary Advisors LLC | 9,650 | $244K | 0.0% | +14.2% | 0.142% | |
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| 1/29/2026 | Concurrent Investment Advisors LLC | 86,170 | $2.18M | 0.0% | +3.4% | 1.267% | |
| 1/27/2026 | Bolthouse Investments LLC | 12,709 | $322K | 0.3% | N/A | 0.187% | |
| 1/27/2026 | Summit Financial Strategies Inc. | 11,359 | $288K | 0.0% | N/A | 0.167% | |
| 1/26/2026 | CWM LLC | 12,292 | $311K | 0.0% | N/A | 0.181% | |
| 1/23/2026 | Tectonic Advisors LLC | 15,541 | $394K | 0.0% | +22.2% | 0.229% | |
| 1/22/2026 | Brookwood Investment Group LLC | 53,124 | $1.35M | 0.2% | N/A | 0.781% | |
| 1/20/2026 | Madison Park Capital Advisors LLC | 36,227 | $918K | 0.7% | +11.6% | 0.533% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 32,795 | $831K | 0.0% | +21.7% | 0.482% | |
| 1/13/2026 | Fort Washington Investment Advisors Inc. OH | 2,377,112 | $60.22M | 0.3% | +8.0% | 34.958% | |
| 1/12/2026 | FFG Retirement Advisors LLC | 59,664 | $1.51M | 0.9% | -1.0% | 0.877% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 85,219 | $2.16M | 0.0% | +19.2% | 1.253% | |
| 1/7/2026 | Puff Wealth Management LLC | 72,439 | $1.84M | 2.4% | +123.5% | 1.065% | |
| 11/17/2025 | NewEdge Advisors LLC | 66,598 | $1.69M | 0.0% | +30.9% | 0.979% | |
| 11/17/2025 | Hamilton Wealth LLC | 47,591 | $1.21M | 0.3% | N/A | 0.700% | |
| 11/14/2025 | Raymond James Financial Inc. | 548,671 | $13.91M | 0.0% | +242.2% | 8.069% | |
| 11/14/2025 | Equitable Holdings Inc. | 56,849 | $1.44M | 0.0% | N/A | 0.836% | |
| 11/13/2025 | Private Advisor Group LLC | 185,974 | $4.72M | 0.0% | +843.6% | 2.735% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 26,945 | $683K | 0.0% | +4.5% | 0.396% | |
| 11/6/2025 | Western Wealth Management LLC | 28,308 | $718K | 0.0% | N/A | 0.416% | |
| 11/4/2025 | Cornerstone Wealth Management LLC | 44,263 | $1.12M | 0.1% | N/A | 0.651% | |
| 11/4/2025 | Madison Park Capital Advisors LLC | 32,454 | $823K | 0.7% | +3.9% | 0.477% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 71,490 | $1.81M | 0.0% | +78.2% | 1.051% | |
| 10/27/2025 | Retirement Planning Group LLC | 127,623 | $3.24M | 0.1% | -17.2% | 1.877% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 83,370 | $2.11M | 0.0% | +27.5% | 1.226% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 13,242 | $336K | 0.0% | N/A | 0.195% | |
| 10/21/2025 | Tectonic Advisors LLC | 12,718 | $323K | 0.0% | N/A | 0.187% | |
| 10/17/2025 | FFG Retirement Advisors LLC | 60,292 | $1.53M | 0.9% | -58.1% | 0.887% | |
| 10/17/2025 | Fort Washington Investment Advisors Inc. OH | 2,200,792 | $55.81M | 0.3% | +0.2% | 32.365% | |
| 10/6/2025 | Puff Wealth Management LLC | 32,410 | $822K | 1.2% | N/A | 0.477% | |
| 9/4/2025 | Osaic Holdings Inc. | 159,909 | $4.05M | 0.0% | +31.0% | 2.352% | |
| 8/20/2025 | Coppell Advisory Solutions LLC | 82,947 | $2.10M | 0.3% | -39.0% | 1.220% | |
| 8/15/2025 | Mission Creek Capital Partners Inc. | 54,198 | $1.37M | 0.3% | +4.0% | 0.797% | |
| 8/14/2025 | Jane Street Group LLC | 39,560 | $1.00M | 0.0% | N/A | 0.582% | |
| 8/14/2025 | Raymond James Financial Inc. | 160,335 | $4.06M | 0.0% | -37.9% | 2.358% | |
| 8/14/2025 | NewEdge Advisors LLC | 50,868 | $1.29M | 0.0% | +77.2% | 0.748% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 277,350 | $7.02M | 0.1% | +46,908.5% | 4.079% | |
| 8/6/2025 | Wedbush Securities Inc. | 120,000 | $3.04M | 0.1% | N/A | 1.765% | |
| 8/6/2025 | RPS Advisory Solutions LLC | 165,959 | $4.20M | 2.3% | N/A | 2.441% | |
| 8/5/2025 | Atlas Wealth LLC | 31,189 | $790K | 0.3% | N/A | 0.459% | |
| 7/30/2025 | Retirement Planning Group LLC | 154,054 | $3.90M | 0.2% | -2.5% | 2.266% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 25,780 | $653K | 0.0% | +2.6% | 0.379% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 65,370 | $1.66M | 0.0% | -1.7% | 0.961% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 162,336 | $4.11M | 0.0% | +15.4% | 2.387% | |
| 7/17/2025 | Fort Washington Investment Advisors Inc. OH | 2,196,132 | $55.62M | 0.3% | -1.3% | 32.296% | |
| 7/10/2025 | Family Legacy Financial Solutions LLC | 1,997 | $51K | 0.0% | N/A | 0.030% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 40,125 | $1.02M | 0.0% | -32.8% | 0.594% | |
| 7/8/2025 | Madison Park Capital Advisors LLC | 31,225 | $791K | 0.7% | N/A | 0.463% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 136,039 | $3.44M | 0.3% | N/A | 2.451% | |
| 5/16/2025 | NewEdge Advisors LLC | 28,712 | $727K | 0.0% | +42.5% | 0.517% | |
| 5/15/2025 | Mission Creek Capital Partners Inc. | 52,096 | $1.32M | 0.3% | +32.7% | 0.939% | |
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| 5/14/2025 | Flow Traders U.S. LLC | 20,406 | $517K | 0.0% | -32.5% | 0.368% | |
| 5/13/2025 | Raymond James Financial Inc. | 258,008 | $6.53M | 0.0% | N/A | 4.649% | |
| 5/7/2025 | LPL Financial LLC | 87,003 | $2.20M | 0.0% | +56.2% | 1.740% | |
| 5/5/2025 | Private Advisor Group LLC | 11,555 | $293K | 0.0% | N/A | 0.231% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 25,120 | $636K | 0.0% | +51.5% | 0.502% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 66,514 | $1.68M | 0.0% | +121.9% | 1.330% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 140,693 | $3.56M | 0.0% | -8.2% | 2.759% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 59,700 | $1.51M | 0.0% | +52.1% | 1.171% | |
| 4/16/2025 | Fort Washington Investment Advisors Inc. OH | 2,225,407 | $56.35M | 0.3% | +5.6% | 43.635% | |
| 4/14/2025 | FFG Retirement Advisors LLC | 207,100 | $5.24M | 3.6% | +69.2% | 4.061% | |
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