| 5/19/2026 | Western Wealth Management LLC | 930 | $51K | 0.0% | N/A | 0.022% | |
| 5/19/2026 | Bank of America Corp DE | 94,455 | $5.15M | 0.0% | -4.0% | 2.249% | |
| 5/18/2026 | Royal Bank of Canada | 9,900 | $540K | 0.0% | -62.3% | 0.236% | |
| 5/13/2026 | Cetera Investment Advisers | 59,906 | $3.27M | 0.0% | -2.4% | 1.426% | |
| 4/30/2026 | Money Concepts Capital Corp | 35,497 | $1.94M | 0.1% | -22.1% | 0.845% | |
| 4/20/2026 | Apella Capital LLC | 15,452 | $867K | 0.0% | -3.0% | 0.368% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 4,989 | $263K | 0.0% | +159.3% | 0.120% | |
| 2/18/2026 | Empowered Funds LLC | 1,837 | $97K | 0.0% | N/A | 0.044% | |
| 2/17/2026 | Cetera Investment Advisers | 61,370 | $3.24M | 0.0% | +260.6% | 1.479% | |
| 2/17/2026 | Osaic Holdings Inc. | 13,937 | $736K | 0.0% | -7.5% | 0.336% | |
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| 2/17/2026 | Royal Bank of Canada | 26,291 | $1.39M | 0.0% | +4.0% | 0.634% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,270 | $120K | 0.0% | N/A | 0.055% | |
| 2/13/2026 | Stifel Financial Corp | 10,237 | $540K | 0.0% | +4.2% | 0.247% | |
| 2/13/2026 | QTR Family Wealth LLC | 7,236 | $424K | 0.2% | -4.1% | 0.174% | |
| 2/13/2026 | Wells Fargo & Company MN | 11,340 | $599K | 0.0% | -14.0% | 0.273% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 16,507 | $871K | 0.0% | +1.9% | 0.398% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 867,794 | $45.80M | 0.9% | -24.2% | 20.911% | |
| 2/11/2026 | Empowered Funds LLC | 1,837 | $97K | 0.0% | N/A | 0.044% | |
| 2/11/2026 | LPL Financial LLC | 124,636 | $6.58M | 0.0% | -0.5% | 3.003% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 16,600 | $876K | 0.0% | -5.5% | 0.400% | |
| 2/6/2026 | Global Retirement Partners LLC | 15,870 | $838K | 0.0% | -1.6% | 0.382% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 42,906 | $2.27M | 0.0% | +144.3% | 1.034% | |
| 2/4/2026 | Money Concepts Capital Corp | 45,569 | $2.41M | 0.1% | -4.3% | 1.098% | |
| 1/30/2026 | Strategic Blueprint LLC | 14,737 | $778K | 0.0% | -71.3% | 0.355% | |
| 1/26/2026 | Invariant Investment Management | 5,160 | $280K | 0.2% | N/A | 0.124% | |
| 1/23/2026 | Farther Finance Advisors LLC | 1,360 | $72K | 0.0% | N/A | 0.033% | |
| 1/22/2026 | DDD Partners LLC | 109,442 | $5.78M | 0.4% | +4.2% | 2.637% | |
| 1/6/2026 | Investors Research Corp | 294,790 | $15.56M | 2.8% | +3.7% | 7.103% | |
| 11/18/2025 | Advisory Services Network LLC | 2,195 | $117K | 0.0% | N/A | 0.049% | |
| 11/17/2025 | Keystone Financial Group | 22,206 | $1.19M | 0.1% | +3.8% | 0.499% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 9,931 | $531K | 0.0% | -11.0% | 0.223% | |
| 11/17/2025 | Flow Traders U.S. LLC | 5,754 | $308K | 0.0% | N/A | 0.129% | |
| 11/17/2025 | Citadel Advisors LLC | 40,729 | $2.18M | 0.0% | +3.7% | 0.915% | |
| 11/14/2025 | Raymond James Financial Inc. | 27,515 | $1.47M | 0.0% | -25.4% | 0.618% | |
| 11/6/2025 | DDD Partners LLC | 105,068 | $5.62M | 0.4% | +4.3% | 2.361% | |
| 11/4/2025 | Money Concepts Capital Corp | 47,598 | $2.55M | 0.2% | -5.5% | 1.070% | |
| 10/29/2025 | QTR Family Wealth LLC | 7,547 | $404K | 0.2% | -12.4% | 0.170% | |
| 10/28/2025 | Pinnacle Financial Partners Inc. | 529,031 | $28.29M | 0.2% | +6.3% | 12.748% | |
| 10/23/2025 | Landmark Wealth Management LLC | 6,838 | $366K | 0.1% | -2.8% | 0.154% | |
| 10/23/2025 | Strategic Blueprint LLC | 51,290 | $2.74M | 0.1% | +4.2% | 1.153% | |
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| 10/17/2025 | Apella Capital LLC | 16,091 | $846K | 0.0% | -2.5% | 0.362% | |
| 10/10/2025 | Focus Financial Network Inc. | 4,130 | $221K | 0.0% | -5.5% | 0.093% | |
| 10/2/2025 | Investors Research Corp | 284,357 | $15.21M | 2.8% | +4.7% | 6.250% | |
| 9/4/2025 | Osaic Holdings Inc. | 14,973 | $776K | 0.0% | +2.9% | 0.329% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 1,081,362 | $56.02M | 1.2% | +4.2% | 23.766% | |
| 8/14/2025 | Raymond James Financial Inc. | 36,883 | $1.91M | 0.0% | -7.2% | 0.811% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 17,658 | $915K | 0.0% | -19.6% | 0.388% | |
| 8/12/2025 | Global Retirement Partners LLC | 15,972 | $827K | 0.0% | N/A | 0.351% | |
| 7/31/2025 | DDD Partners LLC | 100,744 | $5.22M | 0.6% | +2.7% | 2.214% | |
| 7/30/2025 | Strategic Blueprint LLC | 49,200 | $2.55M | 0.1% | +1.7% | 1.081% | |
| 7/25/2025 | Landmark Wealth Management LLC | 7,035 | $364K | 0.2% | +11.0% | 0.155% | |
| 7/7/2025 | Investors Research Corp | 271,473 | $14.06M | 2.8% | +8.9% | 5.902% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 41,588 | $2.15M | 0.0% | +22.8% | 0.904% | |
| 5/15/2025 | Royal Bank of Canada | 7,404 | $383K | 0.0% | -11.6% | 0.159% | |
| 5/7/2025 | LPL Financial LLC | 149,874 | $7.75M | 0.0% | -44.8% | 3.223% | |
| 5/6/2025 | Cetera Investment Advisers | 17,155 | $887K | 0.0% | -2.3% | 0.369% | |
| 5/2/2025 | DDD Partners LLC | 98,071 | $5.07M | 0.6% | -47.3% | 2.109% | |
| 4/29/2025 | Strategic Blueprint LLC | 48,391 | $2.50M | 0.1% | N/A | 1.041% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 488,467 | $25.24M | 0.5% | +5.1% | 10.505% | |
| 4/24/2025 | Money Concepts Capital Corp | 52,118 | $2.69M | 0.2% | -4.3% | 1.121% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 43,762 | $2.26M | 0.0% | -2.5% | 0.941% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 3,386 | $175K | 0.0% | +11.7% | 0.071% | |
| 4/8/2025 | Investors Research Corp | 249,388 | $12.89M | 2.8% | +8.4% | 5.250% | |
| 4/4/2025 | Quent Capital LLC | 2,841 | $147K | 0.0% | N/A | 0.060% | |
| 2/25/2025 | Integrated Advisors Network LLC | 4,258 | $216K | 0.0% | -22.2% | 0.090% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 388,560 | $19.75M | 0.4% | +6.8% | 8.180% | |
| 2/17/2025 | Cetera Investment Advisers | 17,567 | $893K | 0.0% | +2.8% | 0.370% | |
| 2/17/2025 | Bank of America Corp DE | 94,726 | $4.82M | 0.0% | -11.9% | 1.994% | |
| 2/14/2025 | Jane Street Group LLC | 26,632 | $1.35M | 0.0% | +9.6% | 0.561% | |
| 2/14/2025 | Two Sigma Securities LLC | 10,241 | $521K | 0.1% | N/A | 0.216% | |
| 2/14/2025 | Stifel Financial Corp | 8,867 | $451K | 0.0% | -2.9% | 0.187% | |
| 2/13/2025 | Keystone Financial Group | 21,182 | $1.08M | 0.1% | N/A | 0.446% | |
| 2/13/2025 | Raymond James Financial Inc. | 41,072 | $2.09M | 0.0% | N/A | 0.865% | |
| 2/13/2025 | Advisory Services Network LLC | 6,091 | $310K | 0.0% | -44.7% | 0.128% | |
| 2/13/2025 | Wells Fargo & Company MN | 28,869 | $1.47M | 0.0% | -5.3% | 0.608% | |
| 2/11/2025 | LPL Financial LLC | 271,359 | $13.79M | 0.0% | +2.5% | 5.713% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 73,592 | $3.74M | 0.0% | -15.0% | 1.549% | |
| 2/7/2025 | Investors Research Corp | 230,028 | $11.69M | 2.6% | +5.9% | 4.843% | |
| 2/6/2025 | Raymond James Financial Inc. | 41,072 | $2.09M | 0.0% | N/A | 0.838% | |
| 2/3/2025 | Pinnacle Financial Partners Inc | 464,910 | $23.63M | 0.5% | +2.3% | 9.488% | |
| 1/31/2025 | DDD Partners LLC | 186,195 | $9.46M | 1.2% | +100.7% | 3.800% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 85,959 | $4.37M | 0.2% | +1.5% | 1.754% | |
| 1/29/2025 | Focus Financial Network Inc. | 4,331 | $220K | 0.0% | -9.2% | 0.088% | |
| 1/27/2025 | Money Concepts Capital Corp | 54,460 | $2.77M | 0.2% | -0.7% | 1.111% | |
| 11/15/2024 | Jane Street Group LLC | 24,291 | $1.29M | 0.0% | -5.8% | 0.491% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 363,836 | $19.33M | 0.5% | +7.7% | 7.350% | |
| 11/12/2024 | Investors Research Corp | 217,225 | $11.54M | 2.5% | +8.0% | 4.388% | |
| 11/6/2024 | Pinnacle Financial Partners Inc | 454,273 | $24.14M | 0.5% | +4.3% | 9.177% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 84,719 | $4.50M | 0.2% | +1.5% | 1.694% | |
| 10/25/2024 | Integrated Advisors Network LLC | 5,472 | $291K | 0.0% | +28.2% | 0.109% | |
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| 10/16/2024 | Cornerstone Wealth Management LLC | 4,060 | $216K | 0.0% | N/A | 0.081% | |
| 10/3/2024 | Apella Capital LLC | 16,336 | $866K | 0.0% | -1.4% | 0.327% | |
| 8/16/2024 | Sunbelt Securities Inc. | 725 | $35K | 0.0% | -36.1% | 0.015% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 118,768 | $5.74M | 0.0% | +98.0% | 2.375% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 5,992 | $289K | 0.0% | -17.2% | 0.120% | |
| 8/8/2024 | Scarborough Advisors LLC | 2,023 | $98K | 0.0% | -23.1% | 0.040% | |
| 8/1/2024 | DDD Partners LLC | 87,924 | $4.25M | 0.5% | +3.2% | 1.758% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 89,390 | $4.32M | 0.0% | -4.7% | 1.788% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 42,363 | $2.05M | 0.0% | +104.9% | 0.847% | |
| 7/19/2024 | Western Wealth Management LLC | 5,414 | $262K | 0.0% | -20.2% | 0.108% | |