| 5/13/2026 | Cetera Investment Advisers | 3,303 | $216K | 0.0% | N/A | 0.220% | |
| 5/5/2026 | Collaborative Wealth Managment Inc. | 3,780 | $248K | 0.1% | -84.5% | 0.252% | |
| 5/5/2026 | Schwallier Wealth Management LLC | 24,454 | $1.60M | 1.2% | N/A | 1.630% | |
| 5/1/2026 | Fifth Third Bancorp | 763 | $50K | 0.0% | N/A | 0.051% | |
| 4/30/2026 | Kestra Advisory Services LLC | 31,575 | $2.07M | 0.0% | +12.8% | 2.105% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 3,377 | $221K | 0.0% | N/A | 0.225% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 11,464 | $762K | 0.0% | +256.2% | 1.042% | |
| 2/24/2026 | Anderson Financial Strategies LLC | 58,086 | $3.89M | 2.3% | +4.8% | 5.281% | |
| 2/19/2026 | ATX Financial Planning LLC | 5,101 | $339K | 0.3% | N/A | 0.464% | |
| 2/13/2026 | Kestra Advisory Services LLC | 28,002 | $1.86M | 0.0% | +6.8% | 2.546% | |
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| 2/13/2026 | Integrated Wealth Concepts LLC | 179,345 | $11.92M | 0.1% | +5.8% | 16.304% | |
| 2/12/2026 | Jane Street Group LLC | 18,895 | $1.26M | 0.0% | -43.2% | 1.718% | |
| 2/11/2026 | LPL Financial LLC | 227,314 | $15.11M | 0.0% | +7.0% | 20.665% | |
| 2/9/2026 | Collaborative Wealth Managment Inc. | 24,352 | $1.62M | 0.6% | -13.0% | 2.214% | |
| 1/29/2026 | UBS Group AG | 157,929 | $10.50M | 0.0% | +4.4% | 14.357% | |
| 1/12/2026 | Moody National Bank Trust Division | 19,699 | $1.31M | 0.1% | +1.5% | 1.791% | |
| 1/8/2026 | Occidental Asset Management LLC | 138,615 | $9.21M | 1.1% | +7.7% | 12.601% | |
| 11/17/2025 | NewEdge Advisors LLC | 750 | $50K | 0.0% | N/A | 0.068% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 169,572 | $11.35M | 0.1% | +26.3% | 15.416% | |
| 11/17/2025 | Flow Traders U.S. LLC | 27,241 | $1.82M | 0.1% | -23.0% | 2.476% | |
| 11/17/2025 | Citadel Advisors LLC | 6,512 | $436K | 0.0% | +30.1% | 0.592% | |
| 11/13/2025 | Wealth Watch Advisors INC | 569 | $38K | 0.0% | N/A | 0.052% | |
| 11/13/2025 | UBS Group AG | 151,259 | $10.13M | 0.0% | +10.1% | 13.751% | |
| 11/12/2025 | NewSquare Capital LLC | 8,165 | $547K | 0.0% | +7.4% | 0.742% | |
| 11/7/2025 | Collaborative Wealth Managment Inc. | 27,978 | $1.87M | 0.8% | -7.9% | 2.543% | |
| 11/5/2025 | Anderson Financial Strategies LLC | 55,434 | $3.71M | 2.2% | +5.7% | 5.039% | |
| 11/4/2025 | Jones Financial Companies Lllp | 4,603 | $308K | 0.0% | +96.5% | 0.418% | |
| 11/3/2025 | AE Wealth Management LLC | 17,234 | $1.15M | 0.0% | +16.1% | 1.567% | |
| 10/31/2025 | Frazier Financial Advisors LLC | 1,084 | $73K | 0.0% | +331.9% | 0.099% | |
| 10/29/2025 | Occidental Asset Management LLC | 128,712 | $8.62M | 1.1% | N/A | 11.701% | |
| 10/9/2025 | Fermata Advisors LLC | 3,678 | $246K | 0.1% | N/A | 0.334% | |
| 10/6/2025 | Moody National Bank Trust Division | 19,406 | $1.30M | 0.1% | +1.8% | 1.764% | |
| 8/14/2025 | Raymond James Financial Inc. | 650 | $43K | 0.0% | N/A | 0.059% | |
| 8/13/2025 | Flow Traders U.S. LLC | 35,382 | $2.33M | 0.1% | +112.3% | 3.217% | |
| 8/13/2025 | VestGen Advisors LLC | 10,246 | $676K | 0.0% | +5.1% | 0.931% | |
| 8/11/2025 | Anderson Financial Strategies LLC | 52,437 | $3.46M | 2.2% | -1.5% | 4.767% | |
| 8/8/2025 | Collaborative Wealth Managment Inc. | 30,365 | $2.00M | 0.9% | -5.1% | 2.760% | |
| 8/8/2025 | Good Life Advisors LLC | 101,487 | $6.69M | 0.4% | +15.2% | 9.226% | |
| 8/6/2025 | AE Wealth Management LLC | 14,850 | $979K | 0.0% | +14.6% | 1.350% | |
| 8/5/2025 | NewSquare Capital LLC | 7,604 | $501K | 0.0% | +3.6% | 0.691% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 8,847 | $583K | 0.0% | -11.3% | 0.804% | |
| 5/28/2025 | Anderson Financial Strategies LLC | 53,212 | $3.48M | 2.1% | -6.1% | 4.837% | |
| 5/19/2025 | Jane Street Group LLC | 28,802 | $1.88M | 0.0% | -14.0% | 2.618% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 127,759 | $8.36M | 0.1% | -28.0% | 11.614% | |
| 5/14/2025 | Kestra Advisory Services LLC | 22,585 | $1.48M | 0.0% | N/A | 2.053% | |
| 5/14/2025 | Flow Traders U.S. LLC | 16,667 | $1.09M | 0.0% | N/A | 1.515% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 32,011 | $2.09M | 1.0% | -4.1% | 2.910% | |
| 5/7/2025 | LPL Financial LLC | 214,506 | $14.03M | 0.0% | +5.4% | 19.501% | |
| 5/6/2025 | AE Wealth Management LLC | 12,958 | $848K | 0.0% | -11.9% | 1.178% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 9,971 | $652K | 0.0% | -3.3% | 0.906% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 4,582 | $300K | 0.0% | -31.4% | 0.417% | |
| 4/17/2025 | Good Life Advisors LLC | 88,061 | $5.76M | 0.4% | +20.8% | 8.006% | |
| 4/14/2025 | NewSquare Capital LLC | 7,342 | $480K | 0.0% | -2.2% | 0.667% | |
| 2/17/2025 | Anderson Financial Strategies LLC | 56,658 | $3.68M | 2.2% | N/A | 6.666% | |
| 2/14/2025 | Jane Street Group LLC | 33,490 | $2.17M | 0.0% | N/A | 3.940% | |
| 2/14/2025 | Comerica Bank | 763 | $50K | 0.0% | N/A | 0.090% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 177,336 | $11.51M | 0.1% | +5.6% | 20.863% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 6,680 | $434K | 0.0% | -32.9% | 0.786% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 10,308 | $669K | 0.0% | -20.9% | 1.213% | |
| 2/11/2025 | LPL Financial LLC | 203,567 | $13.22M | 0.0% | +4.2% | 23.949% | |
| 2/10/2025 | Collaborative Wealth Managment Inc. | 33,376 | $2.17M | 1.0% | -7.4% | 3.927% | |
| 2/6/2025 | NewSquare Capital LLC | 7,506 | $487K | 0.0% | +7.4% | 0.883% | |
| 2/3/2025 | Good Life Advisors LLC | 72,886 | $4.73M | 0.3% | +11.7% | 8.575% | |
| 1/28/2025 | Leo Wealth LLC | 5,070 | $329K | 0.0% | N/A | 0.596% | |
| 1/15/2025 | Merit Financial Group LLC | 3,088 | $200K | 0.0% | N/A | 0.363% | |
| 1/13/2025 | Moody National Bank Trust Division | 19,060 | $1.24M | 0.1% | +3.2% | 2.242% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 167,896 | $11.20M | 0.1% | +58.3% | 19.752% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 9,949 | $663K | 0.0% | -64.0% | 1.170% | |
| 10/16/2024 | Good Life Advisors LLC | 65,247 | $4.35M | 0.3% | +7.6% | 7.676% | |
| 8/14/2024 | Bank of Montreal Can | 14,836 | $965K | 0.0% | N/A | 1.745% | |
| 8/13/2024 | AE Wealth Management LLC | 25,482 | $1.64M | 0.0% | +4.6% | 2.998% | |
| 8/9/2024 | Collaborative Wealth Managment Inc. | 36,816 | $2.37M | 1.2% | -5.3% | 4.331% | |
| 7/23/2024 | NewSquare Capital LLC | 7,005 | $451K | 0.0% | +2.7% | 0.824% | |
| 5/24/2024 | Cetera Advisors LLC | 3,779 | $244K | 0.0% | -30.0% | 0.445% | |
| 5/16/2024 | Jane Street Group LLC | 71,014 | $4.59M | 0.0% | N/A | 8.355% | |
| 2/7/2024 | Collaborative Wealth Managment Inc. | 40,373 | $2.58M | 1.4% | -4.4% | 6.211% | |
| 2/1/2024 | NewSquare Capital LLC | 4,105 | $262K | 0.0% | +12.2% | 0.632% | |
| 1/18/2024 | Good Life Advisors LLC | 37,150 | $2.37M | 0.2% | +1.0% | 5.715% | |
| 1/11/2024 | Moody National Bank Trust Division | 18,530 | $1.18M | 0.1% | -72.1% | 2.851% | |
| 11/13/2023 | LPL Financial LLC | 87,934 | $5.41M | 0.0% | +13.4% | 13.528% | |
| 11/9/2023 | Collaborative Wealth Managment Inc. | 42,226 | $2.60M | 1.6% | -6.2% | 6.496% | |
| 10/11/2023 | AE Wealth Management LLC | 23,367 | $1.44M | 0.0% | +9.5% | 3.595% | |
| 8/10/2023 | Cetera Advisors LLC | 5,368 | $335K | 0.0% | +3.4% | 0.826% | |
| 8/9/2023 | Flow Traders U.S. LLC | 47,062 | $2.94M | 0.1% | -0.6% | 7.240% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 18,519 | $1.16M | 0.0% | +4.4% | 2.646% | |
| 7/31/2023 | LPL Financial LLC | 77,547 | $4.84M | 0.0% | +31.3% | 11.078% | |
| 7/11/2023 | Good Life Advisors LLC | 34,687 | $2.16M | 0.2% | +0.6% | 4.955% | |
| 7/10/2023 | AE Wealth Management LLC | 21,336 | $1.33M | 0.0% | +12.0% | 3.048% | |
| 7/7/2023 | Moody National Bank Trust Division | 66,403 | $4.14M | 0.3% | +7.1% | 9.486% | |
| 5/15/2023 | Flow Traders U.S. LLC | 47,365 | $2.95M | 0.1% | +0.4% | 6.766% | |
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| 5/10/2023 | Resources Investment Advisors LLC. | 49,570 | $3.09M | 0.1% | +0.8% | 7.081% | |
| 5/10/2023 | LPL Financial LLC | 59,067 | $3.68M | 0.0% | +12.9% | 8.438% | |
| 5/8/2023 | Collaborative Wealth Managment Inc. | 46,777 | $2.91M | 1.8% | -1.0% | 6.682% | |
| 5/8/2023 | Good Life Advisors LLC | 34,481 | $2.15M | 0.3% | +4.0% | 4.926% | |
| 5/1/2023 | NewSquare Capital LLC | 3,490 | $217K | 0.0% | +5.8% | 0.499% | |
| 4/14/2023 | AE Wealth Management LLC | 19,054 | $1.19M | 0.0% | +2.1% | 2.722% | |
| 3/6/2023 | OLD Mission Capital LLC | 411 | $25K | 0.0% | N/A | 0.059% | |
| 2/10/2023 | Good Life Advisors LLC | 33,164 | $2.05M | 0.3% | +6.4% | 4.738% | |
| 2/10/2023 | Collaborative Wealth Managment Inc. | 47,256 | $2.93M | 1.9% | -0.8% | 6.751% | |
| 2/8/2023 | Belpointe Asset Management LLC | 500 | $31K | 0.0% | N/A | 0.071% | |
