| 5/19/2026 | Bank of America Corp DE | 538,010 | $21.87M | 0.0% | +19.0% | 24.018% | |
| 5/13/2026 | Cetera Investment Advisers | 6,164 | $251K | 0.0% | -9.5% | 0.275% | |
| 5/4/2026 | HBW Advisory Services LLC | 5,048 | $205K | 0.0% | +5.4% | 0.225% | |
| 4/27/2026 | Moran Wealth Management LLC | 36,869 | $1.50M | 0.0% | +0.7% | 1.646% | |
| 2/18/2026 | NewEdge Advisors LLC | 607 | $28K | 0.0% | -52.8% | 0.025% | |
| 2/17/2026 | Cetera Investment Advisers | 6,811 | $320K | 0.0% | -79.2% | 0.283% | |
| 2/17/2026 | Osaic Holdings Inc. | 6,933 | $325K | 0.0% | +153.2% | 0.288% | |
| 2/17/2026 | Royal Bank of Canada | 3,660 | $172K | 0.0% | -11.8% | 0.152% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 23,341 | $1.10M | 0.0% | +1.6% | 0.969% | |
| 2/11/2026 | LPL Financial LLC | 29,468 | $1.38M | 0.0% | -73.1% | 1.223% | |
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| 2/6/2026 | Northbridge Financial Group LLC | 7,383 | $346K | 0.2% | N/A | 0.306% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 198,389 | $9.31M | 0.0% | +94,371.0% | 8.232% | |
| 2/3/2026 | NewEdge Wealth LLC | 37,200 | $1.75M | 0.0% | -1.0% | 1.544% | |
| 1/26/2026 | Moran Wealth Management LLC | 36,603 | $1.72M | 0.1% | +63.3% | 1.525% | |
| 1/23/2026 | HBW Advisory Services LLC | 4,791 | $225K | 0.0% | -7.9% | 0.200% | |
| 1/15/2026 | Archford Capital Strategies LLC | 11,336 | $532K | 0.1% | +3.4% | 0.474% | |
| 11/17/2025 | Susquehanna International Group LLP | 9,260 | $458K | 0.0% | N/A | 0.387% | |
| 11/17/2025 | Bank of America Corp DE | 405,164 | $20.04M | 0.0% | +4.2% | 16.952% | |
| 11/14/2025 | Two Sigma Investments LP | 5,200 | $257K | 0.0% | +15.6% | 0.218% | |
| 11/13/2025 | GeoWealth Management LLC | 4,643 | $230K | 0.0% | -6.4% | 0.194% | |
| 11/13/2025 | Sei Investments Co. | 9,967 | $493K | 0.0% | +67.8% | 0.417% | |
| 11/13/2025 | CreativeOne Wealth LLC | 20,842 | $1.03M | 0.0% | -24.3% | 0.872% | |
| 11/6/2025 | RFG Advisory LLC | 13,925 | $689K | 0.0% | +72.9% | 0.583% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 30,531 | $1.51M | 0.0% | +10.0% | 1.277% | |
| 10/23/2025 | Moran Wealth Management LLC | 22,417 | $1.11M | 0.0% | +84.1% | 0.938% | |
| 10/17/2025 | Archford Capital Strategies LLC | 10,963 | $542K | 0.1% | +10.0% | 0.453% | |
| 10/16/2025 | Eagle Capital Management LLC | 4,225 | $209K | 0.0% | N/A | 0.177% | |
| 9/4/2025 | Osaic Holdings Inc. | 5,288 | $258K | 0.0% | -4.9% | 0.205% | |
| 8/15/2025 | Bank of America Corp DE | 388,889 | $18.98M | 0.0% | -10.5% | 15.073% | |
| 8/14/2025 | Raymond James Financial Inc. | 3,716 | $181K | 0.0% | -25.2% | 0.144% | |
| 8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 42,236 | $2.06M | 0.0% | N/A | 1.637% | |
| 8/14/2025 | Sei Investments Co. | 5,940 | $290K | 0.0% | N/A | 0.230% | |
| 8/12/2025 | CreativeOne Wealth LLC | 27,546 | $1.34M | 0.0% | -8.7% | 1.068% | |
| 8/8/2025 | Cetera Investment Advisers | 30,162 | $1.47M | 0.0% | +5.5% | 1.169% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 2,364 | $115K | 0.0% | +22.2% | 0.092% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 3,385 | $165K | 0.0% | -28.0% | 0.131% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 27,756 | $1.35M | 0.0% | +6.6% | 1.076% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 12,954 | $632K | 0.0% | -3.9% | 0.500% | |
| 7/28/2025 | RFG Advisory LLC | 8,054 | $393K | 0.0% | N/A | 0.311% | |
| 7/28/2025 | Moran Wealth Management LLC | 12,179 | $594K | 0.0% | +87.5% | 0.470% | |
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| 7/17/2025 | Archford Capital Strategies LLC | 9,968 | $486K | 0.1% | +7.4% | 0.385% | |
| 5/19/2025 | Jane Street Group LLC | 11,427 | $493K | 0.0% | N/A | 0.445% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,223 | $53K | 0.0% | +62.6% | 0.048% | |
| 5/14/2025 | CreativeOne Wealth LLC | 30,173 | $1.30M | 0.0% | +19.6% | 1.174% | |
| 5/7/2025 | LPL Financial LLC | 92,026 | $3.97M | 0.0% | +27.3% | 3.581% | |
| 5/6/2025 | Cetera Investment Advisers | 28,600 | $1.23M | 0.0% | +29.1% | 1.113% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 13,475 | $581K | 0.0% | -24.3% | 0.512% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 26,034 | $1.12M | 0.0% | +42.2% | 0.990% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 4,700 | $203K | 0.0% | -15.4% | 0.179% | |
| 4/23/2025 | Archford Capital Strategies LLC | 9,281 | $400K | 0.1% | -2.7% | 0.353% | |
| 4/23/2025 | Moran Wealth Management LLC | 6,496 | $280K | 0.0% | N/A | 0.247% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 1,934 | $83K | 0.0% | +251.6% | 0.074% | |
| 2/17/2025 | Cetera Investment Advisers | 22,155 | $996K | 0.0% | -8.3% | 0.827% | |
| 2/17/2025 | Bank of America Corp DE | 467,610 | $21.02M | 0.0% | -5.7% | 17.448% | |
| 2/14/2025 | GeoWealth Management LLC | 4,182 | $188K | 0.0% | -14.0% | 0.156% | |
| 2/13/2025 | CreativeOne Wealth LLC | 25,224 | $1.13M | 0.0% | -18.1% | 0.941% | |
| 2/13/2025 | Raymond James Financial Inc. | 6,778 | $305K | 0.0% | N/A | 0.253% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 18,304 | $823K | 0.0% | -7.5% | 0.683% | |
| 2/11/2025 | LPL Financial LLC | 72,298 | $3.25M | 0.0% | +5.4% | 2.698% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 5,557 | $250K | 0.0% | -6.3% | 0.207% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 22,218 | $999K | 0.0% | -1.6% | 0.829% | |
| 2/7/2025 | Wealthfront Advisers LLC | 216,929 | $9.75M | 0.0% | N/A | 8.094% | |
| 2/6/2025 | Raymond James Financial Inc. | 6,778 | $305K | 0.0% | N/A | 0.253% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 663 | $30K | 0.0% | N/A | 0.025% | |
| 2/5/2025 | NewEdge Wealth LLC | 36,789 | $1.65M | 0.0% | -20.2% | 1.373% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 17,806 | $801K | 0.0% | -6.8% | 0.664% | |
| 1/10/2025 | HBW Advisory Services LLC | 5,046 | $227K | 0.0% | -9.3% | 0.186% | |
| 12/26/2024 | JPMorgan Chase & Co. | 803 | $34K | 0.0% | +182.7% | 0.028% | |
| 11/19/2024 | Barclays PLC | 3,000 | $126K | 0.0% | +33.3% | 0.106% | |
| 11/15/2024 | Barclays PLC | 3,000 | $126K | 0.0% | +33.3% | 0.106% | |
| 11/15/2024 | Jane Street Group LLC | 6,729 | $282K | 0.0% | +24.5% | 0.238% | |
| 11/14/2024 | CreativeOne Wealth LLC | 30,817 | $1.29M | 0.0% | +4.1% | 1.089% | |
| 10/8/2024 | Eagle Wealth Strategies LLC | 7,069 | $296K | 0.2% | -30.1% | 0.247% | |
| 10/4/2024 | HBW Advisory Services LLC | 5,566 | $233K | 0.0% | -94.2% | 0.186% | |
| 8/22/2024 | Cetera Investment Advisers | 24,885 | $958K | 0.0% | -1.9% | 0.830% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 22,490 | $866K | 0.0% | -6.0% | 0.750% | |
| 7/31/2024 | Rothschild Investment LLC | 675 | $26K | 0.0% | N/A | 0.023% | |
| 7/5/2024 | HBW Advisory Services LLC | 95,437 | $3.67M | 0.6% | -4.3% | 3.150% | |
| 5/24/2024 | Cetera Advisors LLC | 7,609 | $297K | 0.0% | N/A | 0.244% | |
| 5/14/2024 | CreativeOne Wealth LLC | 36,143 | $1.41M | 0.1% | +25.2% | 1.173% | |
| 5/10/2024 | Banco Santander S.A. | 6,880 | $269K | 0.0% | -18.4% | 0.221% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 15,600 | $610K | 0.0% | N/A | 0.500% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 23,920 | $935K | 0.0% | -7.4% | 0.767% | |
| 4/15/2024 | Eagle Wealth Strategies LLC | 10,218 | $395K | 0.3% | -3.1% | 0.328% | |
| 2/14/2024 | Prudential PLC | 22,000 | $780K | 0.0% | N/A | 0.705% | |
| 2/9/2024 | CreativeOne Wealth LLC | 28,865 | $1.02M | 0.1% | -15.6% | 0.925% | |
| 2/6/2024 | NTV Asset Management LLC | 5,660 | $201K | 0.0% | N/A | 0.181% | |
| 2/5/2024 | Eagle Wealth Strategies LLC | 10,545 | $374K | 0.2% | N/A | 0.338% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 10,376 | $368K | 0.0% | -10.8% | 0.330% | |
| 1/12/2024 | Archford Capital Strategies LLC | 10,046 | $356K | 0.1% | -46.7% | 0.320% | |
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| 11/13/2023 | Personal CFO Solutions LLC | 8,635 | $263K | 0.1% | -31.7% | 0.267% | |
| 11/8/2023 | Banco Santander S.A. | 8,430 | $256K | 0.0% | -16.9% | 0.261% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 23,877 | $726K | 0.0% | -3.5% | 0.739% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 11,635 | $354K | 0.0% | -6.7% | 0.360% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 27,024 | $822K | 0.0% | -6.6% | 0.837% | |
| 10/17/2023 | CreativeOne Wealth LLC | 34,198 | $1.04M | 0.1% | -14.5% | 1.059% | |
| 10/12/2023 | HBW Advisory Services LLC | 99,578 | $3.03M | 0.6% | +2.9% | 3.122% | |
| 10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 1,116 | $34K | 0.0% | N/A | 0.035% | |
| 8/10/2023 | GeoWealth Management LLC | 5,536 | $177K | 0.0% | -9.1% | 0.171% | |
| 8/10/2023 | Personal CFO Solutions LLC | 12,635 | $403K | 0.1% | -10.6% | 0.390% | |