| 10/24/2025 | ORG Wealth Partners LLC | 93,413 | $1.17M | 0.3% | +4.2% | 0.000% | |
| 10/23/2025 | Sound Financial Strategies Group LLC | 99,434 | $1.24M | 0.9% | +7.1% | 0.000% | |
| 10/23/2025 | HB Wealth Management LLC | 13,561 | $169K | 0.0% | N/A | 0.000% | |
| 10/23/2025 | Caldwell Trust Co | 33,087 | $413K | 0.0% | -9.6% | 0.000% | |
| 10/22/2025 | Shaker Financial Services LLC | 78,354 | $977K | 0.3% | -37.7% | 0.000% | |
| 10/22/2025 | D.A. Davidson & CO. | 39,046 | $487K | 0.0% | +9.9% | 0.000% | |
| 10/20/2025 | XML Financial LLC | 12,100 | $151K | 0.0% | +13.3% | 0.000% | |
| 10/20/2025 | Merit Financial Group LLC | 17,908 | $223K | 0.0% | -19.6% | 0.000% | |
| 10/20/2025 | Calamos Advisors LLC | 32,077 | $400K | 0.0% | +21.7% | 0.000% | |
| 10/20/2025 | Rooted Wealth Advisors Inc. | 11,125 | $139K | 0.0% | N/A | 0.000% | |
|
| 10/17/2025 | Apollon Wealth Management LLC | 291,519 | $3.64M | 0.1% | -2.5% | 0.000% | |
| 10/16/2025 | Mezzasalma Advisors LLC | 34,586 | $431K | 0.1% | +7.6% | 0.000% | |
| 10/16/2025 | Carnegie Investment Counsel | 15,300 | $191K | 0.0% | -5.1% | 0.000% | |
| 10/16/2025 | Burney Co. | 11,064 | $138K | 0.0% | -21.3% | 0.000% | |
| 10/16/2025 | Quad Cities Investment Group LLC | 189,834 | $2.37M | 1.0% | -1.4% | 0.000% | |
| 10/16/2025 | Fortress Wealth Management Inc. | 157,261 | $1.96M | 0.9% | -40.8% | 0.000% | |
| 10/15/2025 | CWM LLC | 15,079 | $188K | 0.0% | +9.9% | 0.000% | |
| 10/15/2025 | Future Financial Wealth Managment LLC | 66,819 | $833K | 0.5% | +2.7% | 0.000% | |
| 10/7/2025 | Cooper Financial Group | 75,423 | $941K | 0.1% | +8.0% | 0.000% | |
| 9/22/2025 | Caldwell Trust Co | 36,620 | $456K | 0.0% | N/A | 0.000% | |
| 9/9/2025 | NWF Advisory Services Inc. | 84,876 | $1.06M | 0.1% | +7.3% | 0.000% | |
| 9/4/2025 | Osaic Holdings Inc. | 261,071 | $3.25M | 0.0% | +19.9% | 0.000% | |
| 9/4/2025 | Beacon Capital Management Inc. | 93,000 | $1.16M | 0.1% | +50.0% | 0.000% | |
| 8/19/2025 | Newbridge Financial Services Group Inc. | 37,651 | $469K | 0.1% | N/A | 0.000% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 13,583 | $169K | 0.0% | +23.7% | 0.000% | |
| 8/15/2025 | Bank of America Corp DE | 2,589,312 | $32.24M | 0.0% | +1.5% | 0.000% | |
| 8/15/2025 | Ameriprise Financial Inc. | 795,613 | $9.90M | 0.0% | +0.5% | 0.000% | |
| 8/14/2025 | Raymond James Financial Inc. | 2,055,112 | $25.59M | 0.0% | +4.8% | 0.000% | |
| 8/14/2025 | NewEdge Advisors LLC | 10,327 | $129K | 0.0% | +32.6% | 0.000% | |
| 8/13/2025 | Brown Advisory Inc. | 19,593 | $244K | 0.0% | -25.4% | 0.000% | |
| 8/13/2025 | Baird Financial Group Inc. | 65,935 | $821K | 0.0% | +3.6% | 0.000% | |
| 8/13/2025 | Invesco Ltd. | 31,800 | $396K | 0.0% | N/A | 0.000% | |
| 8/13/2025 | CW Advisors LLC | 84,652 | $1.05M | 0.0% | +14.2% | 0.000% | |
| 8/13/2025 | Everstar Asset Management LLC | 17,625 | $219K | 0.1% | -14.5% | 0.000% | |
| 8/13/2025 | Lido Advisors LLC | 108,625 | $1.35M | 0.0% | -6.8% | 0.000% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 37,814 | $471K | 0.0% | +6.5% | 0.000% | |
| 8/12/2025 | Financial Advocates Investment Management | 11,113 | $138K | 0.0% | -80.1% | 0.000% | |
| 8/12/2025 | Advisors Asset Management Inc. | 98,733 | $1.23M | 0.0% | -50.8% | 0.000% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 115,592 | $1.44M | 0.0% | -8.3% | 0.000% | |
| 8/12/2025 | Horizon Kinetics Asset Management LLC | 81,227 | $1.01M | 0.0% | +3.8% | 0.000% | |
|
| 8/12/2025 | WealthBridge Capital Management LLC | 20,286 | $253K | 0.1% | -4.7% | 0.000% | |
| 8/12/2025 | AlphaCore Capital LLC | 58,427 | $727K | 0.0% | +9.7% | 0.000% | |
| 8/12/2025 | PKS Advisory Services LLC | 22,961 | $286K | 0.1% | +46.1% | 0.000% | |
| 8/11/2025 | TD Waterhouse Canada Inc. | 27,000 | $338K | 0.0% | -12.9% | 0.000% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 84,466 | $1.05M | 0.0% | -4.2% | 0.000% | |
| 8/8/2025 | Cornerstone Advisors LLC | 348,547 | $4.34M | 0.1% | N/A | 0.000% | |
| 8/8/2025 | Cetera Investment Advisers | 172,159 | $2.14M | 0.0% | -2.9% | 0.000% | |
| 8/8/2025 | Creative Planning | 38,946 | $485K | 0.0% | -5.4% | 0.000% | |
| 8/8/2025 | Good Life Advisors LLC | 61,212 | $762K | 0.0% | +180.4% | 0.000% | |
| 8/8/2025 | Calamos Advisors LLC | 26,347 | $328K | 0.0% | -8.0% | 0.000% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 2,400 | $30K | 0.0% | -30.4% | 0.000% | |
| 8/7/2025 | Samalin Investment Counsel LLC | 146,668 | $1.83M | 0.7% | +1.0% | 0.000% | |
| 8/6/2025 | Sound Financial Strategies Group LLC | 92,857 | $1.16M | 1.0% | -2.9% | 0.000% | |
| 8/5/2025 | Shaker Financial Services LLC | 125,826 | $1.57M | 0.6% | +17.0% | 0.000% | |
| 8/4/2025 | Kovack Advisors Inc. | 15,195 | $189K | 0.0% | N/A | 0.000% | |
| 8/4/2025 | Wolverine Asset Management LLC | 66,249 | $825K | 0.0% | +113.7% | 0.000% | |
| 7/31/2025 | Ranch Capital Advisors Inc. | 10,284 | $128K | 0.1% | -13.9% | 0.000% | |
| 7/31/2025 | Carnegie Investment Counsel | 16,119 | $201K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Castle Wealth Management LLC | 246,929 | $3.07M | 1.1% | +1.6% | 0.000% | |
| 7/30/2025 | D.A. Davidson & CO. | 35,528 | $442K | 0.0% | +6.0% | 0.000% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 25,860 | $322K | 0.0% | +70.7% | 0.000% | |
| 7/28/2025 | Mission Hills Financial Advisory LLC | 799,685 | $9.96M | 6.2% | +16.2% | 0.000% | |
| 7/28/2025 | Mutual Advisors LLC | 145,680 | $1.84M | 0.0% | -0.6% | 0.000% | |
| 7/25/2025 | CWM LLC | 13,719 | $171K | 0.0% | +10.3% | 0.000% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 14,213 | $177K | 0.0% | -27.3% | 0.000% | |
| 7/25/2025 | Apollon Wealth Management LLC | 298,986 | $3.72M | 0.1% | -2.1% | 0.000% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 346,710 | $4.32M | 0.3% | -13.5% | 0.000% | |
| 7/23/2025 | Abel Hall LLC | 26,000 | $324K | 0.1% | N/A | 0.000% | |
| 7/21/2025 | Future Financial Wealth Managment LLC | 65,086 | $810K | 0.6% | +2.5% | 0.000% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 22,087 | $275K | 0.0% | -71.2% | 0.000% | |
| 7/18/2025 | PFG Investments LLC | 10,540 | $131K | 0.0% | N/A | 0.000% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 176,616 | $2.20M | 0.3% | +2.2% | 0.000% | |
| 7/17/2025 | Capital Investment Advisors LLC | 14,141 | $176K | 0.0% | -17.5% | 0.000% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 84,140 | $1.05M | 0.0% | -7.6% | 0.000% | |
| 7/17/2025 | Avior Wealth Management LLC | 55,236 | $688K | 0.0% | -4.8% | 0.000% | |
| 7/16/2025 | ORG Wealth Partners LLC | 89,678 | $1.12M | 0.3% | +12.7% | 0.000% | |
| 7/15/2025 | Regatta Capital Group LLC | 24,515 | $305K | 0.1% | N/A | 0.000% | |
| 7/15/2025 | Fortitude Family Office LLC | 4,000 | $50K | 0.0% | N/A | 0.000% | |
| 7/14/2025 | Wealth Advisory Solutions LLC | 353,564 | $4.40M | 1.1% | +3.4% | 0.000% | |
| 7/14/2025 | Sweeney & Michel LLC | 65,762 | $815K | 0.3% | -2.3% | 0.000% | |
| 7/14/2025 | Sowell Financial Services LLC | 67,168 | $836K | 0.0% | +5.7% | 0.000% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 192,438 | $2.40M | 1.1% | +0.6% | 0.000% | |
| 7/11/2025 | Vanguard Capital Wealth Advisors | 17,500 | $218K | 0.2% | -46.2% | 0.000% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,554 | $44K | 0.0% | -32.3% | 0.000% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 2,420 | $30K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 110,960 | $1.39M | 0.0% | -2.7% | 0.000% | |
| 7/9/2025 | Breakwater Capital Group | 45,160 | $562K | 0.1% | +27.3% | 0.000% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 7,676 | $96K | 0.0% | +32.2% | 0.000% | |
| 7/2/2025 | HBW Advisory Services LLC | 68,886 | $858K | 0.1% | -4.5% | 0.000% | |
| 6/2/2025 | Modern Wealth Management LLC | 12,940 | $163K | 0.0% | -13.4% | 0.000% | |
|
| 5/21/2025 | Beacon Capital Management Inc. | 62,000 | $776K | 0.0% | N/A | 0.000% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 4,606 | $58K | 0.0% | +102.5% | 0.000% | |
| 5/20/2025 | Focus Partners Wealth | 21,138 | $265K | 0.0% | +26.4% | 0.000% | |
| 5/16/2025 | Josh Arnold Investment Consultant LLC | 42,050 | $528K | 0.4% | +2.4% | 0.000% | |
| 5/16/2025 | Advisors Asset Management Inc. | 200,643 | $2.52M | 0.0% | -23.6% | 0.000% | |
| 5/15/2025 | Royal Bank of Canada | 1,792,376 | $22.51M | 0.0% | +102.6% | 0.000% | |
| 5/15/2025 | Baird Financial Group Inc. | 63,671 | $800K | 0.0% | +14.6% | 0.000% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 145,178 | $1.82M | 0.7% | -14.8% | 0.000% | |
| 5/14/2025 | PKS Advisory Services LLC | 15,718 | $197K | 0.1% | N/A | 0.000% | |
| 5/14/2025 | Comerica Bank | 85,269 | $1.07M | 0.0% | +176.0% | 0.000% | |