| 6/3/2026 | NewEdge Advisors LLC | 26,465 | $578K | 0.0% | -6.9% | 0.093% | |
| 5/19/2026 | Arkadios Wealth Advisors | 16,217 | $354K | 0.0% | +14.2% | 0.057% | |
| 5/6/2026 | Independent Financial Group LLC | 11,629 | $254K | 0.0% | N/A | 0.041% | |
| 5/5/2026 | NFSG Corp | 105,459 | $2.30M | 0.4% | +1.6% | 0.372% | |
| 5/5/2026 | Sanctuary Advisors LLC | 47,466 | $1.04M | 0.0% | +27.0% | 0.168% | |
| 4/30/2026 | Kestra Advisory Services LLC | 136,899 | $2.99M | 0.0% | +1,053.3% | 0.482% | |
| 4/30/2026 | Beam Wealth Advisors Inc. | 24,188 | $528K | 0.1% | +3.0% | 0.085% | |
| 4/28/2026 | Berger Financial Group Inc | 90,448 | $1.98M | 0.1% | -6.3% | 0.318% | |
| 4/27/2026 | Private Advisor Group LLC | 108,393 | $2.37M | 0.0% | -5.7% | 0.382% | |
| 4/23/2026 | Asset Allocation Strategies LLC | 16,298 | $356K | 0.1% | -3.0% | 0.057% | |
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| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 14,272 | $312K | 0.0% | N/A | 0.050% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 12,385 | $270K | 0.0% | -8.1% | 0.044% | |
| 4/20/2026 | RFG Advisory LLC | 43,265 | $945K | 0.0% | -2.4% | 0.152% | |
| 4/17/2026 | OxenFree Capital LLC | 49,964 | $1.12M | 0.5% | +13.6% | 0.176% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 19,339 | $426K | 0.0% | -54.0% | 0.067% | |
| 2/18/2026 | NewEdge Advisors LLC | 28,425 | $626K | 0.0% | -8.7% | 0.099% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 1,125 | $25K | 0.0% | N/A | 0.004% | |
| 2/17/2026 | Cetera Investment Advisers | 105,799 | $2.33M | 0.0% | -21.0% | 0.367% | |
| 2/17/2026 | Regal Investment Advisors LLC | 10,839 | $239K | 0.0% | N/A | 0.038% | |
| 2/17/2026 | Osaic Holdings Inc. | 206,404 | $4.55M | 0.0% | +0.9% | 0.716% | |
| 2/13/2026 | Kestra Advisory Services LLC | 11,870 | $261K | 0.0% | +18.5% | 0.041% | |
| 2/13/2026 | Arkadios Wealth Advisors | 14,196 | $313K | 0.0% | +3.6% | 0.049% | |
| 2/13/2026 | Asset Allocation Strategies LLC | 16,801 | $370K | 0.1% | -3.5% | 0.058% | |
| 2/13/2026 | Summit Financial LLC | 173,508 | $3.82M | 0.1% | +9.4% | 0.602% | |
| 2/12/2026 | Jane Street Group LLC | 18,178 | $400K | 0.0% | -27.1% | 0.063% | |
| 2/12/2026 | HRT Financial LP | 11,303 | $248K | 0.0% | -48.6% | 0.039% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 45,661 | $1.01M | 0.0% | -7.5% | 0.158% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 13,483 | $297K | 0.0% | +37.1% | 0.047% | |
| 2/9/2026 | Wellington Shields & Co. LLC | 15,290 | $337K | 0.1% | N/A | 0.053% | |
| 2/9/2026 | Harbour Investments Inc. | 38,774 | $854K | 0.0% | -4.7% | 0.135% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 1,590 | $35K | 0.0% | N/A | 0.006% | |
| 2/6/2026 | Larson Financial Group LLC | 60,740 | $1.34M | 0.0% | +7.5% | 0.211% | |
| 2/5/2026 | Sequent Planning LLC | 10,577 | $233K | 0.1% | -13.0% | 0.037% | |
| 2/5/2026 | IMG Wealth Management Inc. | 6,289 | $138K | 0.1% | -9.3% | 0.022% | |
| 2/5/2026 | Western Wealth Management LLC | 14,605 | $322K | 0.0% | +56.8% | 0.051% | |
| 2/3/2026 | Koshinski Asset Management Inc. | 9,666 | $213K | 0.0% | N/A | 0.034% | |
| 2/3/2026 | RFG Advisory LLC | 44,309 | $976K | 0.0% | -15.1% | 0.154% | |
| 1/30/2026 | Jackson Hole Capital Partners LLC | 15,000 | $330K | 0.1% | N/A | 0.052% | |
| 1/29/2026 | Sanctuary Advisors LLC | 37,370 | $823K | 0.0% | -3.5% | 0.129% | |
| 1/27/2026 | Berger Financial Group Inc | 96,529 | $2.13M | 0.1% | -7.9% | 0.334% | |
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| 1/21/2026 | Newbridge Financial Services Group Inc. | 103,750 | $2.29M | 0.4% | +4.9% | 0.358% | |
| 1/20/2026 | Realta Investment Advisors | 11,827 | $260K | 0.1% | +14.1% | 0.041% | |
| 1/20/2026 | Accel Wealth Management | 21,462 | $473K | 0.1% | -8.7% | 0.074% | |
| 1/15/2026 | OxenFree Capital LLC | 43,989 | $969K | 0.5% | +1.8% | 0.151% | |
| 1/14/2026 | Spire Wealth Management | 9,367 | $206K | 0.0% | -36.7% | 0.032% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 10,288 | $227K | 0.0% | -24.0% | 0.035% | |
| 1/1/2026 | JPMorgan Chase & Co. | 36,569 | $815K | 0.0% | -24.5% | 0.123% | |
| 11/18/2025 | Advisory Services Network LLC | 8,851 | $197K | 0.0% | N/A | 0.030% | |
| 11/17/2025 | NewEdge Advisors LLC | 31,119 | $693K | 0.0% | -6.2% | 0.104% | |
| 11/17/2025 | Susquehanna International Group LLP | 13,440 | $299K | 0.0% | N/A | 0.045% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 42,083 | $938K | 0.0% | -69.2% | 0.141% | |
| 11/17/2025 | Larson Financial Group LLC | 56,490 | $1.26M | 0.0% | +8.9% | 0.189% | |
| 11/14/2025 | Creative Planning | 69,020 | $1.54M | 0.0% | +6.5% | 0.231% | |
| 11/14/2025 | Virtu Financial LLC | 28,391 | $633K | 0.0% | N/A | 0.095% | |
| 11/14/2025 | Equitable Holdings Inc. | 10,294 | $229K | 0.0% | N/A | 0.034% | |
| 11/14/2025 | Newbridge Financial Services Group Inc. | 98,884 | $2.20M | 0.3% | +0.8% | 0.331% | |
| 11/13/2025 | Private Advisor Group LLC | 116,845 | $2.60M | 0.0% | -1.9% | 0.392% | |
| 11/13/2025 | Sequent Planning LLC | 12,155 | $271K | 0.1% | -6.0% | 0.041% | |
| 11/12/2025 | Advisory Alpha LLC | 10,329 | $231K | 0.0% | -12.3% | 0.035% | |
| 11/7/2025 | JPMorgan Chase & Co. | 36,569 | $815K | 0.0% | -24.5% | 0.123% | |
| 11/5/2025 | J.W. Cole Advisors Inc. | 42,531 | $948K | 0.0% | -10.7% | 0.143% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 36,038 | $803K | 0.0% | -5.3% | 0.121% | |
| 10/29/2025 | Arkadios Wealth Advisors | 13,699 | $305K | 0.0% | -4.8% | 0.046% | |
| 10/23/2025 | Spire Wealth Management | 14,808 | $330K | 0.0% | -13.1% | 0.049% | |
| 10/22/2025 | CoreCap Advisors LLC | 10,881 | $242K | 0.0% | -10.0% | 0.036% | |
| 10/17/2025 | Institute for Wealth Management LLC. | 9,276 | $207K | 0.0% | N/A | 0.031% | |
| 10/15/2025 | Cadent Capital Advisors LLC | 15,848 | $353K | 0.1% | -48.3% | 0.052% | |
| 10/14/2025 | Farther Finance Advisors LLC | 9,560 | $213K | 0.0% | -12.7% | 0.032% | |
| 10/14/2025 | Berger Financial Group Inc | 104,853 | $2.34M | 0.1% | -2.3% | 0.347% | |
| 10/9/2025 | Meadowbrook Wealth Management LLC | 10,100 | $225K | 0.2% | N/A | 0.033% | |
| 10/9/2025 | OxenFree Capital LLC | 43,206 | $971K | 0.5% | -14.4% | 0.142% | |
| 10/8/2025 | Asset Allocation Strategies LLC | 17,414 | $388K | 0.1% | -16.8% | 0.057% | |
| 10/8/2025 | Accel Wealth Management | 23,498 | $524K | 0.2% | -25.3% | 0.077% | |
| 9/4/2025 | Osaic Holdings Inc. | 204,633 | $4.43M | 0.0% | -2.2% | 0.647% | |
| 8/19/2025 | Newbridge Financial Services Group Inc. | 98,109 | $2.13M | 0.3% | -5.5% | 0.310% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 1,300 | $28K | 0.0% | +1,200.0% | 0.004% | |
| 8/15/2025 | Asset Allocation Strategies LLC | 20,932 | $453K | 0.1% | -54.6% | 0.066% | |
| 8/15/2025 | MML Investors Services LLC | 60,765 | $1.32M | 0.0% | -6.1% | 0.192% | |
| 8/15/2025 | Bank of America Corp DE | 1,470 | $32K | 0.0% | N/A | 0.005% | |
| 8/14/2025 | Jane Street Group LLC | 13,249 | $287K | 0.0% | N/A | 0.042% | |
| 8/14/2025 | Raymond James Financial Inc. | 7,923 | $172K | 0.0% | N/A | 0.025% | |
| 8/14/2025 | NewEdge Advisors LLC | 33,175 | $719K | 0.0% | -4.9% | 0.105% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 47,601 | $1.03M | 0.0% | +51.5% | 0.150% | |
| 8/12/2025 | JPMorgan Chase & Co. | 48,439 | $1.05M | 0.0% | +7.6% | 0.153% | |
| 8/11/2025 | Western Wealth Management LLC | 9,312 | $202K | 0.0% | N/A | 0.029% | |
| 8/8/2025 | Creative Planning | 64,833 | $1.40M | 0.0% | +11.9% | 0.205% | |
| 8/4/2025 | Spire Wealth Management | 17,031 | $369K | 0.0% | -34.8% | 0.054% | |
| 8/4/2025 | Arkadios Wealth Advisors | 14,395 | $312K | 0.0% | +50.6% | 0.046% | |
| 8/4/2025 | WNY Asset Management LLC | 10,608 | $230K | 0.0% | -22.1% | 0.034% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 38,044 | $824K | 0.0% | -5.2% | 0.120% | |
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| 7/30/2025 | IMG Wealth Management Inc. | 6,704 | $145K | 0.1% | +11.2% | 0.021% | |
| 7/28/2025 | Harbour Investments Inc. | 42,882 | $929K | 0.0% | -7.0% | 0.135% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 9,285 | $201K | 0.0% | N/A | 0.029% | |
| 7/25/2025 | MGO One Seven LLC | 11,759 | $255K | 0.0% | -14.5% | 0.037% | |
| 7/22/2025 | Berger Financial Group Inc | 107,301 | $2.32M | 0.2% | -0.5% | 0.338% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,965 | $64K | 0.0% | N/A | 0.009% | |
| 7/16/2025 | Cadent Capital Advisors LLC | 30,638 | $664K | 0.2% | -8.9% | 0.097% | |
| 7/15/2025 | Retireful LLC | 64,780 | $1.40M | 1.0% | N/A | 0.204% | |
| 7/14/2025 | Sowell Financial Services LLC | 40,096 | $868K | 0.0% | +5.7% | 0.126% | |
| 7/11/2025 | Farther Finance Advisors LLC | 10,946 | $237K | 0.0% | -8.1% | 0.034% | |