| 5/19/2026 | Western Wealth Management LLC | 964 | $60K | 0.0% | N/A | 0.035% | |
| 5/18/2026 | Royal Bank of Canada | 101,235 | $6.26M | 0.0% | -5.0% | 3.681% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 24,628 | $1.52M | 0.1% | +102.8% | 0.896% | |
| 5/13/2026 | Cetera Investment Advisers | 60,279 | $3.73M | 0.0% | +7.6% | 2.192% | |
| 5/5/2026 | Nwam LLC | 20,089 | $1.24M | 0.1% | N/A | 0.731% | |
| 4/30/2026 | Kestra Advisory Services LLC | 33,520 | $2.07M | 0.0% | +3.8% | 1.219% | |
| 4/27/2026 | Private Advisor Group LLC | 6,585 | $407K | 0.0% | -2.4% | 0.244% | |
| 4/27/2026 | Prasad Wealth Partners LLC | 4,365 | $270K | 0.1% | -3.5% | 0.162% | |
| 4/23/2026 | Pinnacle Bancorp Inc. | 12,213 | $755K | 0.2% | -8.9% | 0.489% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 3,734 | $231K | 0.0% | +5.5% | 0.149% | |
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| 3/17/2026 | Rockefeller Capital Management L.P. | 814 | $46K | 0.0% | -67.4% | 0.030% | |
| 3/9/2026 | Corient Private Wealth LLC | 3,565 | $202K | 0.0% | N/A | 0.132% | |
| 2/19/2026 | Corient Private Wealth LLC | 3,565 | $202K | 0.0% | N/A | 0.132% | |
| 2/17/2026 | Cetera Investment Advisers | 56,011 | $3.18M | 0.0% | +11.1% | 2.074% | |
| 2/17/2026 | Osaic Holdings Inc. | 13,898 | $788K | 0.0% | -9.4% | 0.515% | |
| 2/17/2026 | Tower Research Capital LLC TRC | 33,623 | $1.91M | 0.0% | +2,433.8% | 1.245% | |
| 2/17/2026 | Royal Bank of Canada | 106,559 | $6.04M | 0.0% | +16.3% | 3.947% | |
| 2/16/2026 | MML Investors Services LLC | 5,716 | $324K | 0.0% | +26.1% | 0.212% | |
| 2/13/2026 | Wells Fargo & Company MN | 183,000 | $10.37M | 0.0% | +1.5% | 6.778% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 31,271 | $1.77M | 0.0% | +3.9% | 1.158% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 3,657 | $207K | 0.0% | N/A | 0.135% | |
| 2/11/2026 | LPL Financial LLC | 218,137 | $12.37M | 0.0% | +3.3% | 8.079% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 129,940 | $7.37M | 0.1% | +38.8% | 4.813% | |
| 2/9/2026 | Harbour Investments Inc. | 5,479 | $311K | 0.0% | -12.8% | 0.203% | |
| 2/6/2026 | Advisory Alpha LLC | 4,975 | $282K | 0.0% | N/A | 0.184% | |
| 2/6/2026 | Signature Estate & Investment Advisors LLC | 6,444 | $365K | 0.0% | -24.2% | 0.239% | |
| 2/5/2026 | Proactive Wealth Strategies LLC | 62,679 | $3.55M | 1.4% | -4.7% | 2.279% | |
| 2/2/2026 | Truist Financial Corp | 48,122 | $2.73M | 0.0% | +6.8% | 1.750% | |
| 1/27/2026 | Prasad Wealth Partners LLC | 4,521 | $256K | 0.1% | -4.6% | 0.164% | |
| 1/21/2026 | Sound Income Strategies LLC | 722 | $44K | 0.0% | N/A | 0.026% | |
| 1/5/2026 | GAMMA Investing LLC | 1,259 | $71K | 0.0% | -13.9% | 0.049% | |
| 1/1/2026 | JPMorgan Chase & Co. | 923 | $52K | 0.0% | +32.2% | 0.038% | |
| 11/17/2025 | Susquehanna International Group LLP | 4,269 | $239K | 0.0% | -88.7% | 0.174% | |
| 11/14/2025 | Raymond James Financial Inc. | 50,598 | $2.83M | 0.0% | -5.4% | 2.065% | |
| 11/13/2025 | UBS Group AG | 38,240 | $2.14M | 0.0% | -18.7% | 1.561% | |
| 11/13/2025 | Private Advisor Group LLC | 11,318 | $633K | 0.0% | -2.1% | 0.462% | |
| 11/12/2025 | Perennial Investment Advisors LLC | 4,409 | $246K | 0.0% | N/A | 0.180% | |
| 11/12/2025 | Blueprint Financial Advisors LLC | 176,201 | $9.85M | 2.1% | N/A | 7.192% | |
| 11/12/2025 | Level Four Advisory Services LLC | 3,591 | $201K | 0.0% | N/A | 0.147% | |
| 11/12/2025 | Blueprint Investment Partners LLC | 176,201 | $9.85M | 1.4% | +44.4% | 7.192% | |
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| 11/12/2025 | US Bancorp DE | 30,449 | $1.71M | 0.0% | +1.6% | 1.243% | |
| 11/10/2025 | Koshinski Asset Management Inc. | 3,646 | $204K | 0.0% | -16.8% | 0.149% | |
| 11/7/2025 | Founders Financial Alliance LLC | 2,841 | $159K | 0.0% | N/A | 0.116% | |
| 11/7/2025 | JPMorgan Chase & Co. | 923 | $52K | 0.0% | +32.2% | 0.038% | |
| 11/6/2025 | Proactive Wealth Strategies LLC | 65,746 | $3.68M | 1.6% | -5.2% | 2.684% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 46,090 | $2.58M | 0.0% | +2.9% | 1.881% | |
| 11/3/2025 | Truist Financial Corp | 45,064 | $2.52M | 0.0% | +4.8% | 1.839% | |
| 11/3/2025 | Belpointe Asset Management LLC | 14,446 | $807K | 0.0% | +7.8% | 0.590% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 7,580 | $421K | 0.0% | -3.8% | 0.309% | |
| 10/14/2025 | Northwest Wealth Management LLC | 3,657 | $204K | 0.0% | N/A | 0.152% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 8,251 | $416K | 0.0% | -80.3% | 0.337% | |
| 8/14/2025 | Jane Street Group LLC | 5,170 | $261K | 0.0% | N/A | 0.211% | |
| 8/14/2025 | Raymond James Financial Inc. | 53,485 | $2.70M | 0.0% | -45.3% | 2.183% | |
| 8/13/2025 | Proactive Wealth Strategies LLC | 69,381 | $3.50M | 1.7% | -3.3% | 2.832% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 11,107 | $560K | 0.1% | -8.2% | 0.453% | |
| 8/12/2025 | Blueprint Investment Partners LLC | 122,035 | $6.15M | 1.1% | -53.7% | 4.981% | |
| 8/12/2025 | JPMorgan Chase & Co. | 698 | $35K | 0.0% | -96.7% | 0.028% | |
| 8/12/2025 | Winnow Wealth LLC | 1,000 | $50K | 0.0% | N/A | 0.041% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 93,749 | $4.73M | 0.1% | -1.4% | 3.826% | |
| 8/8/2025 | Cetera Investment Advisers | 33,661 | $1.70M | 0.0% | +41.8% | 1.374% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 1,482 | $75K | 0.0% | +16.2% | 0.060% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 44,793 | $2.26M | 0.0% | -8.5% | 1.828% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 8,522 | $461K | 0.0% | -9.2% | 0.348% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 8,468 | $427K | 0.0% | +59.4% | 0.346% | |
| 7/28/2025 | Harbour Investments Inc. | 6,551 | $330K | 0.0% | -13.7% | 0.267% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 494 | $25K | 0.0% | N/A | 0.020% | |
| 7/24/2025 | US Bancorp DE | 29,976 | $1.51M | 0.0% | +5.4% | 1.224% | |
| 7/23/2025 | Prasad Wealth Partners LLC | 4,765 | $240K | 0.1% | -64.9% | 0.194% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,079 | $54K | 0.0% | N/A | 0.044% | |
| 7/18/2025 | Truist Financial Corp | 43,017 | $2.17M | 0.0% | -10.9% | 1.756% | |
| 7/17/2025 | Wagner Wealth Management LLC | 3,455 | $174K | 0.0% | -8.0% | 0.141% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,880 | $419K | 0.0% | +3.1% | 0.322% | |
| 5/20/2025 | Belpointe Asset Management LLC | 13,378 | $665K | 0.0% | -12.1% | 0.535% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 5,314 | $264K | 0.0% | N/A | 0.213% | |
| 5/16/2025 | Jones Financial Companies Lllp | 14,724 | $673K | 0.0% | +442.5% | 0.589% | |
| 5/15/2025 | Royal Bank of Canada | 107,175 | $5.33M | 0.0% | -38.3% | 4.287% | |
| 5/14/2025 | Kestra Advisory Services LLC | 29,660 | $1.48M | 0.0% | -11.0% | 1.186% | |
| 5/14/2025 | Capital Analysts LLC | 1,968 | $98K | 0.0% | +39.5% | 0.079% | |
| 5/13/2025 | Raymond James Financial Inc. | 97,797 | $4.86M | 0.0% | +76.1% | 3.912% | |
| 5/12/2025 | Blueprint Investment Partners LLC | 263,584 | $13.11M | 2.4% | -8.7% | 10.543% | |
| 5/12/2025 | Benjamin Edwards Inc. | 13,970 | $695K | 0.0% | N/A | 0.559% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,084 | $651K | 0.0% | -38.1% | 0.523% | |
| 5/8/2025 | US Bancorp DE | 28,433 | $1.42M | 0.0% | +4.3% | 1.137% | |
| 5/7/2025 | LPL Financial LLC | 220,729 | $10.98M | 0.0% | -3.5% | 8.829% | |
| 5/6/2025 | Cetera Investment Advisers | 23,738 | $1.18M | 0.0% | +39.1% | 0.950% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 14,273 | $710K | 0.0% | -2.4% | 0.571% | |
| 5/5/2025 | Private Advisor Group LLC | 19,560 | $973K | 0.0% | -74.0% | 0.782% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 95,056 | $4.73M | 0.1% | -11.5% | 3.802% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 12,094 | $601K | 0.1% | +3.3% | 0.484% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 48,962 | $2.44M | 0.0% | -5.9% | 1.958% | |
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| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,275 | $63K | 0.0% | -30.2% | 0.048% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 20,914 | $1.04M | 0.0% | N/A | 0.789% | |
| 4/23/2025 | Proactive Wealth Strategies LLC | 71,731 | $3.57M | 1.9% | -2.8% | 2.707% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 12,956 | $644K | 0.0% | -2.3% | 0.489% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,640 | $380K | 0.0% | -7.3% | 0.278% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 20,914 | $1.04M | 0.0% | N/A | 0.761% | |
| 4/7/2025 | GAMMA Investing LLC | 72,755 | $3.62M | 0.0% | +4,873.0% | 2.553% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 8,240 | $453K | 0.0% | N/A | 0.266% | |
| 3/12/2025 | Centaurus Financial Inc. | 10,031 | $552K | 0.0% | N/A | 0.324% | |
| 2/17/2025 | Waverly Advisors LLC | 4,507 | $248K | 0.0% | N/A | 0.145% | |
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