| 6/4/2026 | Fischer Investment Strategies LLC | 21,263 | $401K | 0.2% | -31.1% | 0.116% | |
| 6/1/2026 | Keel Point LLC | 15,120 | $285K | 0.0% | +18.0% | 0.083% | |
| 5/18/2026 | Royal Bank of Canada | 304,490 | $5.74M | 0.0% | +15.0% | 1.664% | |
| 5/13/2026 | Cetera Investment Advisers | 398,453 | $7.52M | 0.0% | +6.0% | 2.177% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 2,240 | $42K | 0.0% | -34.9% | 0.012% | |
| 5/5/2026 | Sanctuary Advisors LLC | 305,740 | $5.77M | 0.0% | +0.2% | 1.671% | |
| 5/1/2026 | Fifth Third Bancorp | 1,966 | $37K | 0.0% | +88.3% | 0.011% | |
| 4/29/2026 | Burney Co. | 11,081 | $209K | 0.0% | N/A | 0.061% | |
| 4/29/2026 | Integrated Advisors Network LLC | 51,425 | $970K | 0.1% | -4.7% | 0.281% | |
| 4/24/2026 | Essex Financial Services Inc. | 22,763 | $429K | 0.0% | -4.2% | 0.124% | |
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| 4/23/2026 | Salus Financial Advisors LLC | 144,004 | $2.72M | 1.6% | +5.6% | 0.787% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 135,610 | $2.56M | 0.0% | +3.6% | 0.741% | |
| 4/20/2026 | RFG Advisory LLC | 18,993 | $358K | 0.0% | N/A | 0.107% | |
| 4/20/2026 | Brandywine Oak Private Wealth LLC | 18,546 | $350K | 0.0% | -7.3% | 0.104% | |
| 4/17/2026 | AdvisorNet Financial Inc | 30,548 | $576K | 0.0% | -5.5% | 0.172% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 91,058 | $1.82M | 0.0% | +495.5% | 0.469% | |
| 3/2/2026 | Sankala Group LLC | 3,045 | $60K | 0.0% | N/A | 0.016% | |
| 2/18/2026 | NewEdge Advisors LLC | 13,480 | $269K | 0.0% | N/A | 0.069% | |
| 2/17/2026 | Integrated Advisors Network LLC | 53,958 | $1.08M | 0.0% | -2.3% | 0.278% | |
| 2/17/2026 | Cetera Investment Advisers | 375,896 | $7.49M | 0.0% | -7.9% | 1.936% | |
| 2/17/2026 | Royal Bank of Canada | 264,679 | $5.28M | 0.0% | +3.4% | 1.363% | |
| 2/16/2026 | MML Investors Services LLC | 75,156 | $1.50M | 0.0% | +1.9% | 0.387% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 15,850 | $316K | 0.0% | -24.3% | 0.082% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,493 | $70K | 0.0% | N/A | 0.018% | |
| 2/13/2026 | Stifel Financial Corp | 616,060 | $12.28M | 0.0% | -2.0% | 3.172% | |
| 2/13/2026 | Morgan Stanley | 3,910,750 | $77.94M | 0.0% | +17.9% | 20.138% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 28,401 | $566K | 0.0% | +18.1% | 0.146% | |
| 2/13/2026 | Wells Fargo & Company MN | 4,825 | $96K | 0.0% | +863.1% | 0.025% | |
| 2/12/2026 | Conservest Capital Advisors Inc. | 10,666 | $213K | 0.0% | -49.9% | 0.055% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 162,089 | $3.23M | 0.0% | -1.5% | 0.835% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 37,044 | $738K | 0.0% | -32.5% | 0.191% | |
| 2/12/2026 | Betterment LLC | 24,178 | $482K | 0.0% | -3.7% | 0.125% | |
| 2/12/2026 | Keel Point LLC | 12,812 | $255K | 0.0% | -32.9% | 0.066% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 130,886 | $2.61M | 0.0% | +10.6% | 0.674% | |
| 2/11/2026 | LPL Financial LLC | 58,317 | $1.16M | 0.0% | +6.7% | 0.300% | |
| 2/10/2026 | Essex Financial Services Inc. | 23,763 | $474K | 0.0% | +4.9% | 0.122% | |
| 2/9/2026 | Harbour Investments Inc. | 6,201 | $124K | 0.0% | N/A | 0.032% | |
| 2/9/2026 | Prospera Financial Services Inc | 10,555 | $210K | 0.0% | +6.8% | 0.054% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 3,442 | $69K | 0.0% | +53.7% | 0.018% | |
| 2/6/2026 | HighTower Advisors LLC | 18,468 | $368K | 0.0% | N/A | 0.095% | |
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| 2/5/2026 | Soltis Investment Advisors LLC | 56,967 | $1.14M | 0.1% | +16.6% | 0.293% | |
| 2/4/2026 | Strategic Family Wealth Counselors L.L.C. | 83,930 | $1.67M | 0.4% | +4.3% | 0.432% | |
| 2/4/2026 | Money Concepts Capital Corp | 26,347 | $525K | 0.0% | +2.5% | 0.136% | |
| 2/4/2026 | LRI Investments LLC | 132,727 | $2.65M | 0.2% | +4.0% | 0.683% | |
| 2/3/2026 | Apeiron RIA LLC | 13,250 | $273K | 0.1% | -5.5% | 0.068% | |
| 2/3/2026 | Brandywine Oak Private Wealth LLC | 19,997 | $399K | 0.0% | -14.3% | 0.103% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 41,367 | $824K | 0.0% | -68.2% | 0.213% | |
| 1/30/2026 | Sigma Planning Corp | 10,143 | $202K | 0.0% | N/A | 0.052% | |
| 1/29/2026 | Sanctuary Advisors LLC | 305,100 | $6.08M | 0.0% | -0.4% | 1.574% | |
| 1/28/2026 | Fischer Investment Strategies LLC | 30,865 | $615K | 0.4% | N/A | 0.159% | |
| 1/27/2026 | Werba Rubin Papier Wealth Management | 11,221 | $224K | 0.1% | +18.1% | 0.058% | |
| 1/26/2026 | Oxinas Partners LLC | 17,600 | $351K | 0.2% | +21.4% | 0.092% | |
| 1/23/2026 | Farther Finance Advisors LLC | 7,138 | $142K | 0.0% | +31.1% | 0.040% | |
| 1/23/2026 | Optima Capital LLC | 41,992 | $837K | 0.4% | +78.4% | 0.236% | |
| 1/23/2026 | Gainplan LLC | 65,531 | $1.31M | 0.5% | -8.9% | 0.368% | |
| 1/21/2026 | Sound Income Strategies LLC | 2,149 | $43K | 0.0% | N/A | 0.012% | |
| 1/21/2026 | Salus Financial Advisors LLC | 136,421 | $2.72M | 1.6% | +1.3% | 0.766% | |
| 1/15/2026 | Founders Capital Management | 92,160 | $1.84M | 1.0% | +4.5% | 0.518% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 39,792 | $793K | 0.0% | N/A | 0.224% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 58,570 | $1.17M | 0.0% | +3.4% | 0.330% | |
| 1/1/2026 | JPMorgan Chase & Co. | 91,189 | $2.29M | 0.0% | -18.5% | 0.514% | |
| 11/19/2025 | Sunbelt Securities Inc. | 8,197 | $205K | 0.0% | +19.5% | 0.046% | |
| 11/10/2025 | Advisors Preferred LLC | 1,118 | $28K | 0.0% | N/A | 0.006% | |
| 11/7/2025 | JPMorgan Chase & Co. | 91,189 | $2.29M | 0.0% | -18.5% | 0.514% | |
| 11/3/2025 | LRI Investments LLC | 127,602 | $3.20M | 0.2% | +510.5% | 0.720% | |
| 10/14/2025 | Farther Finance Advisors LLC | 5,443 | $136K | 0.0% | +117.1% | 0.031% | |
| 10/9/2025 | AdvisorNet Financial Inc | 31,216 | $783K | 0.0% | -9.4% | 0.186% | |
| 8/12/2025 | JPMorgan Chase & Co. | 111,870 | $2.21M | 0.0% | +8.7% | 0.856% | |
| 7/30/2025 | Advantage Trust Co | 4,700 | $93K | 0.0% | N/A | 0.038% | |
| 7/25/2025 | LRI Investments LLC | 20,900 | $412K | 0.0% | N/A | 0.168% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 109,665 | $2.16M | 0.0% | +6.2% | 0.886% | |
| 7/14/2025 | AdvisorNet Financial Inc | 34,468 | $680K | 0.0% | +6.0% | 0.279% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 103,309 | $1.25M | 0.0% | +238.7% | 0.854% | |
| 4/8/2025 | Rothschild Investment LLC | 24,250 | $294K | 0.0% | +32.9% | 0.200% | |
| 4/7/2025 | AdvisorNet Financial Inc | 32,509 | $395K | 0.0% | +12.8% | 0.269% | |
| 2/12/2025 | OLD Mission Capital LLC | 10,375 | $175K | 0.0% | N/A | 0.097% | |
| 2/12/2025 | JPMorgan Chase & Co. | 102,476 | $1.73M | 0.0% | -8.5% | 0.962% | |
| 2/10/2025 | Clearstead Trust LLC | 2,312 | $39K | 0.0% | +100.0% | 0.022% | |
| 2/10/2025 | Farther Finance Advisors LLC | 2,754 | $47K | 0.0% | +59.2% | 0.026% | |
| 2/4/2025 | Rothschild Investment LLC | 18,250 | $308K | 0.0% | +10.6% | 0.171% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 30,500 | $515K | 0.0% | +13.8% | 0.286% | |
| 1/13/2025 | AdvisorNet Financial Inc | 28,814 | $487K | 0.0% | -14.8% | 0.271% | |
| 12/26/2024 | JPMorgan Chase & Co. | 112,026 | $1.49M | 0.0% | +6.8% | 1.052% | |
| 11/15/2024 | Main Management LLC | 3,442 | $46K | 0.0% | -53.4% | 0.032% | |
| 8/15/2024 | Main Management ETF Advisors LLC | 921,930 | $12.43M | 0.6% | +0.8% | 8.657% | |
| 7/31/2024 | Rothschild Investment LLC | 12,000 | $162K | 0.0% | N/A | 0.113% | |
| 7/17/2024 | AdvisorNet Financial Inc | 33,228 | $448K | 0.0% | +31.9% | 0.312% | |
| 7/16/2024 | ORG Partners LLC | 2,225 | $32K | 0.0% | N/A | 0.021% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 23,210 | $305K | 0.0% | +41.4% | 0.218% | |
| 4/15/2024 | Sunbelt Securities Inc. | 6,364 | $84K | 0.0% | N/A | 0.057% | |
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| 4/12/2024 | AdvisorNet Financial Inc | 25,187 | $331K | 0.0% | -9.2% | 0.226% | |
| 2/7/2024 | Advantage Trust Co | 4,500 | $52K | 0.0% | N/A | 0.040% | |
| 1/19/2024 | AdvisorNet Financial Inc | 27,730 | $321K | 0.0% | -43.4% | 0.249% | |
| 10/12/2023 | AdvisorNet Financial Inc | 49,014 | $328K | 0.0% | -46.1% | 0.440% | |
| 7/14/2023 | AdvisorNet Financial Inc | 90,996 | $733K | 0.1% | -2.6% | 0.861% | |
| 5/12/2023 | Main Management ETF Advisors LLC | 681,375 | $4M | 0.3% | +130.9% | 6.446% | |
| 4/28/2023 | AdvisorNet Financial Inc | 93,445 | $549K | 0.1% | +32.6% | 0.944% | |
| 3/6/2023 | OLD Mission Capital LLC | 86,937 | $295K | 0.0% | N/A | 0.878% | |
| 2/15/2023 | Main Management ETF Advisors LLC | 295,120 | $1M | 0.1% | +5.1% | 2.951% | |
| 1/13/2023 | AdvisorNet Financial Inc | 70,446 | $239K | 0.0% | -23.3% | 0.719% | |