| 7/7/2026 | Dynamic Advisor Solutions LLC | 4,060 | $340K | 0.0% | -12.5% | 0.098% | |
| 7/7/2026 | CoreCap Advisors LLC | 16,003 | $1.34M | 0.0% | -2.8% | 0.386% | |
| 6/23/2026 | Ballast Advisors LLC | 1,179 | $73K | 0.0% | N/A | 0.045% | |
| 6/3/2026 | NewEdge Advisors LLC | 49,604 | $3.06M | 0.0% | +20.0% | 1.908% | |
| 5/19/2026 | Western Wealth Management LLC | 777 | $48K | 0.0% | N/A | 0.030% | |
| 5/19/2026 | NewEdge Advisors LLC | 46,955 | $2.90M | 0.1% | +13.6% | 1.806% | |
| 5/19/2026 | Bank of America Corp DE | 41,520 | $2.56M | 0.0% | -9.0% | 1.597% | |
| 5/19/2026 | Arkadios Wealth Advisors | 29,409 | $1.82M | 0.0% | +8.0% | 1.131% | |
| 5/18/2026 | Royal Bank of Canada | 24,282 | $1.50M | 0.0% | -4.2% | 0.934% | |
| 5/13/2026 | Cetera Investment Advisers | 23,197 | $1.43M | 0.0% | -4.3% | 0.892% | |
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| 4/30/2026 | Kestra Advisory Services LLC | 50,470 | $3.12M | 0.0% | +2.7% | 1.941% | |
| 4/24/2026 | True Blue Financial LLC | 16,271 | $1.01M | 0.8% | -10.6% | 0.626% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 15,915 | $983K | 0.1% | +5.2% | 0.612% | |
| 4/23/2026 | Asset Allocation Strategies LLC | 15,494 | $957K | 0.2% | -7.2% | 0.596% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 4,794 | $296K | 0.0% | -28.1% | 0.188% | |
| 4/22/2026 | Merkkuri Wealth Advisors LLC | 743 | $46K | 0.0% | N/A | 0.029% | |
| 4/22/2026 | Meridian Financial Advisors LLC | 7,161 | $442K | 0.2% | -15.4% | 0.281% | |
| 2/18/2026 | NewEdge Advisors LLC | 41,329 | $2.44M | 0.0% | +1,460.2% | 1.687% | |
| 2/17/2026 | Cetera Investment Advisers | 24,234 | $1.43M | 0.0% | -2.2% | 0.989% | |
| 2/17/2026 | Osaic Holdings Inc. | 18,097 | $1.07M | 0.0% | -4.8% | 0.739% | |
| 2/17/2026 | Royal Bank of Canada | 25,356 | $1.50M | 0.0% | +15.7% | 1.035% | |
| 2/16/2026 | Integrity Financial Corp WA | 2,235 | $132K | 0.1% | -57.8% | 0.091% | |
| 2/13/2026 | Kestra Advisory Services LLC | 49,160 | $2.91M | 0.0% | +40.3% | 2.007% | |
| 2/13/2026 | Arkadios Wealth Advisors | 27,228 | $1.61M | 0.0% | +0.9% | 1.111% | |
| 2/13/2026 | Wells Fargo & Company MN | 141,714 | $8.38M | 0.0% | +1.9% | 5.784% | |
| 2/13/2026 | Asset Allocation Strategies LLC | 16,688 | $987K | 0.2% | -8.5% | 0.681% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 36,536 | $2.16M | 0.0% | +2.6% | 1.491% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 5,555 | $329K | 0.0% | -30.3% | 0.227% | |
| 2/11/2026 | LPL Financial LLC | 440,651 | $26.06M | 0.0% | +6.3% | 17.986% | |
| 2/11/2026 | SFI Advisors LLC | 70,186 | $4.15M | 2.7% | -1.2% | 2.865% | |
| 2/10/2026 | Twin Peaks Wealth Advisors LLC | 35,217 | $2.08M | 0.6% | -7.6% | 1.437% | |
| 2/10/2026 | Impact Partnership Wealth LLC | 15,135 | $895K | 0.1% | +4.6% | 0.618% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 6,244 | $369K | 0.0% | -7.1% | 0.255% | |
| 2/9/2026 | Harbour Investments Inc. | 1,998 | $118K | 0.0% | -18.3% | 0.082% | |
| 2/6/2026 | Northbridge Financial Group LLC | 21,728 | $1.29M | 0.6% | N/A | 0.887% | |
| 2/6/2026 | HighTower Advisors LLC | 25,208 | $1.49M | 0.0% | -10.4% | 1.029% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 104,866 | $6.20M | 0.0% | +1,460.3% | 4.280% | |
| 2/5/2026 | TrueWealth Financial Partners | 18,201 | $1.08M | 0.9% | N/A | 0.714% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 3,390 | $200K | 0.0% | N/A | 0.133% | |
| 2/2/2026 | Benjamin Edwards Inc. | 27,350 | $1.62M | 0.0% | -16.4% | 1.073% | |
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| 1/26/2026 | CWM LLC | 10,538 | $623K | 0.0% | -79.0% | 0.413% | |
| 1/23/2026 | Meridian Financial Advisors LLC | 8,460 | $500K | 0.3% | -11.8% | 0.332% | |
| 1/13/2026 | CoreCap Advisors LLC | 17,503 | $1.04M | 0.0% | -2.5% | 0.686% | |
| 11/18/2025 | Advisory Services Network LLC | 1,719 | $103K | 0.0% | N/A | 0.067% | |
| 11/17/2025 | Susquehanna International Group LLP | 77,996 | $4.67M | 0.0% | +24.3% | 3.059% | |
| 11/17/2025 | Flow Traders U.S. LLC | 35,478 | $2.13M | 0.1% | +13.7% | 1.391% | |
| 11/17/2025 | Bank of America Corp DE | 43,530 | $2.61M | 0.0% | +2.5% | 1.707% | |
| 11/14/2025 | Creative Planning | 4,244 | $254K | 0.0% | -11.8% | 0.166% | |
| 11/14/2025 | Raymond James Financial Inc. | 21,961 | $1.32M | 0.0% | -3.5% | 0.861% | |
| 11/14/2025 | Comerica Bank | 1,299 | $78K | 0.0% | -17.9% | 0.051% | |
| 11/13/2025 | UBS Group AG | 31,968 | $1.92M | 0.0% | +25.9% | 1.254% | |
| 11/7/2025 | WealthCare Investment Partners LLC | 34,913 | $2.11M | 0.7% | +3.3% | 1.369% | |
| 11/7/2025 | HighTower Advisors LLC | 28,146 | $1.69M | 0.0% | -7.7% | 1.104% | |
| 11/6/2025 | Integrity Financial Corp WA | 5,302 | $318K | 0.2% | -28.1% | 0.208% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 18,555 | $1.11M | 0.0% | -11.0% | 0.728% | |
| 11/3/2025 | Impact Partnership Wealth LLC | 14,472 | $867K | 0.1% | +126.1% | 0.568% | |
| 11/3/2025 | Truist Financial Corp | 4,049 | $243K | 0.0% | -37.5% | 0.159% | |
| 11/3/2025 | Belpointe Asset Management LLC | 5,646 | $338K | 0.0% | +17.6% | 0.221% | |
| 10/30/2025 | Twin Peaks Wealth Advisors LLC | 38,102 | $2.28M | 0.8% | -2.4% | 1.494% | |
| 10/29/2025 | Arkadios Wealth Advisors | 26,998 | $1.62M | 0.0% | +6.0% | 1.059% | |
| 10/29/2025 | SFI Advisors LLC | 71,017 | $4.26M | 2.7% | -1.6% | 2.785% | |
| 10/28/2025 | Clear Point Advisors Inc. | 3,536 | $212K | 0.2% | N/A | 0.139% | |
| 10/23/2025 | Benjamin Edwards Inc. | 32,709 | $1.96M | 0.0% | -31.9% | 1.283% | |
| 10/22/2025 | CoreCap Advisors LLC | 17,945 | $1.08M | 0.0% | -3.1% | 0.704% | |
| 10/21/2025 | Synergy Asset Management LLC | 10,384 | $586K | 0.0% | +100.0% | 0.399% | |
| 10/20/2025 | Meridian Financial Advisors LLC | 9,590 | $575K | 0.3% | -15.8% | 0.369% | |
| 10/15/2025 | CWM LLC | 50,238 | $3.01M | 0.0% | +9.2% | 1.896% | |
| 10/15/2025 | Private Trust Co. NA | 1,262 | $76K | 0.0% | +107.6% | 0.048% | |
| 10/9/2025 | Dynamic Advisor Solutions LLC | 4,993 | $299K | 0.0% | -6.0% | 0.188% | |
| 10/8/2025 | Asset Allocation Strategies LLC | 18,242 | $1.09M | 0.2% | -29.3% | 0.688% | |
| 10/8/2025 | Accel Wealth Management | 4,878 | $292K | 0.1% | +6.1% | 0.184% | |
| 9/4/2025 | Osaic Holdings Inc. | 20,730 | $1.17M | 0.0% | -3.9% | 0.782% | |
| 8/15/2025 | Asset Allocation Strategies LLC | 25,785 | $1.46M | 0.3% | -19.3% | 0.973% | |
| 8/15/2025 | MML Investors Services LLC | 11,928 | $674K | 0.0% | -5.0% | 0.450% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 6,950 | $392K | 0.0% | N/A | 0.262% | |
| 8/15/2025 | Benjamin Edwards Inc. | 48,051 | $2.71M | 0.0% | -8.4% | 1.813% | |
| 8/15/2025 | Bank of America Corp DE | 42,448 | $2.40M | 0.0% | -1.7% | 1.602% | |
| 8/14/2025 | Jane Street Group LLC | 10,301 | $582K | 0.0% | -34.0% | 0.389% | |
| 8/14/2025 | Raymond James Financial Inc. | 22,750 | $1.29M | 0.0% | -24.4% | 0.858% | |
| 8/13/2025 | Flow Traders U.S. LLC | 31,211 | $1.76M | 0.1% | N/A | 1.178% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 39,022 | $2.22M | 0.7% | -3.2% | 1.473% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 6,600 | $373K | 0.0% | -45.8% | 0.249% | |
| 8/11/2025 | SFI Advisors LLC | 72,159 | $4.08M | 2.8% | -5.8% | 2.723% | |
| 8/8/2025 | Cetera Investment Advisers | 16,189 | $914K | 0.0% | -2.9% | 0.611% | |
| 8/8/2025 | Creative Planning | 4,813 | $272K | 0.0% | +8.4% | 0.182% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 1,145 | $65K | 0.0% | N/A | 0.043% | |
| 8/5/2025 | Simplex Trading LLC | 1,454 | $82K | 0.0% | -94.4% | 0.055% | |
| 8/5/2025 | Integrity Financial Corp WA | 7,379 | $417K | 0.2% | -7.2% | 0.278% | |
| 8/5/2025 | Sebold Capital Management Inc. | 5,970 | $337K | 0.2% | -3.7% | 0.225% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 6,402 | $362K | 0.1% | +30.6% | 0.242% | |
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| 8/4/2025 | Arkadios Wealth Advisors | 25,479 | $1.44M | 0.0% | +0.9% | 0.961% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 20,844 | $1.18M | 0.0% | -3.7% | 0.787% | |
| 7/28/2025 | Harbour Investments Inc. | 2,446 | $138K | 0.0% | -16.9% | 0.092% | |
| 7/25/2025 | CWM LLC | 45,997 | $2.60M | 0.0% | +10.5% | 1.736% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 676 | $38K | 0.0% | N/A | 0.025% | |
| 7/21/2025 | Synergy Asset Management LLC | 5,192 | $293K | 0.0% | +19.1% | 0.189% | |
| 7/18/2025 | Truist Financial Corp | 6,480 | $366K | 0.0% | +3.3% | 0.236% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 17,677 | $998K | 0.0% | +3.8% | 0.643% | |
| 7/16/2025 | Meridian Financial LLC | 11,387 | $643K | 0.4% | -1.6% | 0.414% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 33,784 | $1.88M | 0.7% | +6.3% | 1.229% | |