| 6/11/2026 | LFG Wealth Partners LLC | 28,059 | $1.69M | 1.0% | +1.8% | 0.466% | |
| 5/19/2026 | Bank of America Corp DE | 261,071 | $15.68M | 0.0% | -10.3% | 4.337% | |
| 5/19/2026 | Arkadios Wealth Advisors | 4,319 | $259K | 0.0% | N/A | 0.072% | |
| 5/18/2026 | Royal Bank of Canada | 28,752 | $1.73M | 0.0% | -44.1% | 0.478% | |
| 5/13/2026 | Cetera Investment Advisers | 124,215 | $7.46M | 0.0% | +232.1% | 2.063% | |
| 5/4/2026 | First Growth Capital LLC | 10,038 | $611K | 0.5% | +5.5% | 0.167% | |
| 5/4/2026 | Parr Mcknight Wealth Management Group LLC | 22,626 | $1.36M | 0.2% | N/A | 0.376% | |
| 5/1/2026 | Fifth Third Bancorp | 5,635 | $339K | 0.0% | N/A | 0.094% | |
| 4/27/2026 | Private Advisor Group LLC | 7,272 | $437K | 0.0% | +49.6% | 0.122% | |
| 4/24/2026 | Harbour Investment Management LLC | 29,529 | $1.77M | 1.0% | -15.6% | 0.507% | |
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| 4/23/2026 | Asset Allocation Strategies LLC | 103,877 | $6.24M | 1.1% | N/A | 1.782% | |
| 4/22/2026 | Narus Financial Partners LLC | 61,860 | $3.72M | 1.0% | +1.9% | 1.061% | |
| 4/21/2026 | Columbus Macro LLC | 21,069 | $1.27M | 0.1% | N/A | 0.361% | |
| 2/19/2026 | Compound Planning Inc. | 6,537 | $370K | 0.0% | N/A | 0.109% | |
| 2/19/2026 | First Growth Capital LLC | 9,511 | $538K | 0.5% | N/A | 0.159% | |
| 2/17/2026 | Cetera Investment Advisers | 37,402 | $2.12M | 0.0% | +13.4% | 0.626% | |
| 2/17/2026 | Osaic Holdings Inc. | 8,478 | $480K | 0.0% | -4.0% | 0.142% | |
| 2/17/2026 | Captrust Financial Advisors | 4,269 | $242K | 0.0% | N/A | 0.072% | |
| 2/17/2026 | Royal Bank of Canada | 51,467 | $2.91M | 0.0% | +44.1% | 0.862% | |
| 2/17/2026 | LFG Wealth Partners LLC | 27,569 | $1.56M | 1.0% | N/A | 0.462% | |
| 2/16/2026 | MML Investors Services LLC | 5,258 | $298K | 0.0% | +17.5% | 0.088% | |
| 2/16/2026 | Mariner LLC | 21,567 | $1.22M | 0.0% | +1.2% | 0.361% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,649 | $150K | 0.0% | N/A | 0.044% | |
| 2/13/2026 | Cordoba Advisory Partners LLC | 57,864 | $3.28M | 0.8% | N/A | 0.969% | |
| 2/13/2026 | Stifel Financial Corp | 9,312 | $527K | 0.0% | -13.4% | 0.156% | |
| 2/13/2026 | Wells Fargo & Company MN | 91,155 | $5.16M | 0.0% | -0.7% | 1.527% | |
| 2/12/2026 | Laurel Oak Wealth Management LLC | 10,225 | $579K | 0.1% | N/A | 0.171% | |
| 2/12/2026 | Hohimer Wealth Management LLC | 6,528 | $370K | 0.0% | N/A | 0.109% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 4,860 | $275K | 0.0% | N/A | 0.081% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 5,550 | $314K | 0.0% | -3.5% | 0.093% | |
| 2/12/2026 | Harbour Investment Management LLC | 34,984 | $1.98M | 1.0% | -24.8% | 0.586% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 5,805 | $329K | 0.0% | -4.6% | 0.097% | |
| 2/12/2026 | Compass Capital Corp MA ADV | 6,279 | $395K | 0.2% | -4.8% | 0.105% | |
| 2/11/2026 | LPL Financial LLC | 90,121 | $5.10M | 0.0% | +33.6% | 1.510% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 121,950 | $6.90M | 0.0% | -12.5% | 2.043% | |
| 2/10/2026 | Texas Yale Capital Corp. | 97,185 | $5.50M | 0.2% | +4.5% | 1.628% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 101,328 | $5.74M | 0.0% | +9.4% | 1.697% | |
| 2/9/2026 | Narus Financial Partners LLC | 60,692 | $3.44M | 0.9% | -2.8% | 1.017% | |
| 2/6/2026 | Cascade Financial Partners LLC | 14,358 | $813K | 0.1% | -1.5% | 0.241% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 761,760 | $43.12M | 0.0% | +722.8% | 13.341% | |
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| 1/29/2026 | UBS Group AG | 59,125 | $3.35M | 0.0% | +6.8% | 1.035% | |
| 1/26/2026 | PFG Investments LLC | 3,612 | $204K | 0.0% | N/A | 0.064% | |
| 1/23/2026 | Farther Finance Advisors LLC | 1,195 | $68K | 0.0% | +37.4% | 0.021% | |
| 1/23/2026 | Eagle Strategies LLC | 9,428 | $534K | 0.1% | +3.5% | 0.166% | |
| 1/22/2026 | Apollon Wealth Management LLC | 10,949 | $620K | 0.0% | +2.3% | 0.193% | |
| 1/15/2026 | Jaffetilchin Investment Partners LLC | 9,871 | $559K | 0.0% | +73.9% | 0.175% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 20,466 | $1.16M | 0.0% | -4.9% | 0.362% | |
| 1/9/2026 | Somerset Trust Co | 13,043 | $738K | 0.2% | -3.0% | 0.231% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 4,136 | $247K | 0.0% | N/A | 0.073% | |
| 1/7/2026 | Harbour Capital Advisors LLC | 5,025 | $291K | 0.1% | +14.1% | 0.089% | |
| 1/6/2026 | Fulcrum Equity Management | 4,276 | $242K | 0.2% | N/A | 0.076% | |
| 12/29/2025 | Narus Financial Partners LLC | 21,277 | $1.13M | 1.2% | -68.7% | 0.374% | |
| 12/15/2025 | Harbour Investment Management LLC | 46,504 | $2.47M | 1.1% | -9.9% | 0.817% | |
| 11/18/2025 | Advisory Services Network LLC | 602 | $32K | 0.0% | N/A | 0.011% | |
| 11/17/2025 | Susquehanna International Group LLP | 5,902 | $313K | 0.0% | N/A | 0.104% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 92,585 | $4.92M | 0.0% | +175.1% | 1.627% | |
| 11/17/2025 | Mariner LLC | 21,301 | $1.13M | 0.0% | +2.9% | 0.374% | |
| 11/17/2025 | Flow Traders U.S. LLC | 37,189 | $1.97M | 0.1% | N/A | 0.654% | |
| 11/17/2025 | Bank of America Corp DE | 305,901 | $16.24M | 0.0% | +3.0% | 5.376% | |
| 11/17/2025 | Ameriprise Financial Inc. | 40,367 | $2.14M | 0.0% | -22.4% | 0.709% | |
| 11/14/2025 | Creative Planning | 9,707 | $515K | 0.0% | -23.7% | 0.171% | |
| 11/14/2025 | Raymond James Financial Inc. | 31,785 | $1.69M | 0.0% | -8.6% | 0.559% | |
| 11/14/2025 | Two Sigma Investments LP | 19,800 | $1.05M | 0.0% | N/A | 0.348% | |
| 11/13/2025 | UBS Group AG | 55,361 | $2.94M | 0.0% | -15.1% | 0.973% | |
| 11/13/2025 | BNP Paribas Financial Markets | 10,000 | $531K | 0.0% | N/A | 0.176% | |
| 11/12/2025 | Cresset Asset Management LLC | 9,084 | $482K | 0.0% | -14.1% | 0.160% | |
| 11/12/2025 | Compass Capital Corp MA ADV | 6,594 | $350K | 0.2% | +2.8% | 0.116% | |
| 11/7/2025 | Cassaday & Co Wealth Management LLC | 7,500 | $398K | 0.0% | N/A | 0.132% | |
| 11/7/2025 | Wealthcare Advisory Partners LLC | 21,523 | $1.14M | 0.0% | -8.3% | 0.378% | |
| 11/7/2025 | Founders Financial Alliance LLC | 483 | $26K | 0.0% | N/A | 0.008% | |
| 11/7/2025 | Texas Yale Capital Corp. | 93,011 | $4.94M | 0.2% | +1.0% | 1.635% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 14,773 | $784K | 0.0% | -11.3% | 0.260% | |
| 11/4/2025 | IMC Chicago LLC | 11,401 | $605K | 0.0% | -107.3% | 0.200% | |
| 11/4/2025 | Jones Financial Companies Lllp | 3,880 | $202K | 0.0% | +12.1% | 0.068% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 5,993 | $318K | 0.0% | +11.3% | 0.105% | |
| 10/21/2025 | Eagle Strategies LLC | 9,107 | $483K | 0.1% | +17.7% | 0.160% | |
| 10/21/2025 | Cascade Financial Partners LLC | 14,584 | $774K | 0.1% | +1.6% | 0.256% | |
| 10/17/2025 | Apollon Wealth Management LLC | 10,705 | $568K | 0.0% | +1.8% | 0.188% | |
| 10/14/2025 | Farther Finance Advisors LLC | 870 | $46K | 0.0% | N/A | 0.015% | |
| 10/14/2025 | JBR Co Financial Management Inc | 12,808 | $680K | 0.3% | -12.4% | 0.225% | |
| 10/9/2025 | Kessler Investment Group LLC | 6,077 | $323K | 0.1% | +68.4% | 0.107% | |
| 9/26/2025 | Corient Private Wealth LLC | 4,500 | $208K | 0.0% | N/A | 0.079% | |
| 9/4/2025 | Osaic Holdings Inc. | 8,981 | $415K | 0.0% | +3.2% | 0.158% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 3,084 | $143K | 0.0% | -82.7% | 0.054% | |
| 8/15/2025 | Corient Private Wealth LLC | 4,500 | $208K | 0.0% | N/A | 0.079% | |
| 8/15/2025 | Bank of America Corp DE | 296,993 | $13.73M | 0.0% | +0.2% | 5.238% | |
| 8/15/2025 | Ameriprise Financial Inc. | 52,035 | $2.41M | 0.0% | -9.1% | 0.918% | |
| 8/14/2025 | MGB Wealth Management LLC | 11,602 | $536K | 0.2% | +4.5% | 0.205% | |
| 8/13/2025 | JBR Co Financial Management Inc | 14,623 | $676K | 0.3% | -1.8% | 0.258% | |
| 8/13/2025 | Icon Advisers Inc. Co. | 18,000 | $832K | 0.2% | N/A | 0.317% | |
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| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 33,659 | $1.56M | 0.0% | +79.3% | 0.594% | |
| 8/12/2025 | Jaffetilchin Investment Partners LLC | 6,800 | $314K | 0.0% | N/A | 0.120% | |
| 8/8/2025 | Creative Planning | 12,718 | $588K | 0.0% | -3.3% | 0.224% | |
| 8/7/2025 | Cascade Financial Partners LLC | 14,359 | $664K | 0.1% | -7.9% | 0.253% | |
| 8/6/2025 | Texas Yale Capital Corp. | 92,086 | $4.26M | 0.1% | -2.7% | 1.624% | |
| 8/4/2025 | Atria Investments Inc | 28,320 | $1.31M | 0.0% | -52.1% | 0.499% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 16,657 | $770K | 0.0% | +1.9% | 0.294% | |
| 7/31/2025 | Whipplewood Advisors LLC | 600 | $28K | 0.0% | -94.3% | 0.011% | |
| 7/31/2025 | CVA Family Office LLC | 750 | $35K | 0.0% | -32.1% | 0.013% | |
| 7/31/2025 | Harbour Investment Management LLC | 51,604 | $2.39M | 1.0% | -3.0% | 0.910% | |