| 9/9/2026 | Integrated Wealth Concepts LLC | 226 | $26K | 0.0% | N/A | 0.010% | |
| 9/2/2026 | Citadel Advisors LLC | 6,408 | $725K | 0.0% | N/A | 0.295% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 522 | $57K | 0.0% | N/A | 0.024% | |
| 5/19/2026 | Bank of America Corp DE | 89,718 | $8.10M | 0.0% | +4.0% | 4.192% | |
| 5/18/2026 | Royal Bank of Canada | 6,333 | $572K | 0.0% | -58.7% | 0.296% | |
| 5/14/2026 | Lido Advisors LLC | 37,636 | $3.40M | 0.0% | -1.0% | 1.759% | |
| 5/13/2026 | Cetera Investment Advisers | 2,968 | $268K | 0.0% | -3.1% | 0.139% | |
| 5/5/2026 | Wealthfront Advisers LLC | 3,582 | $324K | 0.0% | +18.0% | 0.167% | |
| 5/5/2026 | Advisors Preferred LLC | 831 | $75K | 0.0% | +109.8% | 0.039% | |
| 4/21/2026 | Independent Wealth Network Inc. | 5,297 | $478K | 0.1% | -2.1% | 0.248% | |
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| 4/17/2026 | AdvisorNet Financial Inc | 395 | $36K | 0.0% | +70.3% | 0.018% | |
| 4/17/2026 | Matthew Goff Investment Advisor LLC | 214,338 | $19.36M | 3.1% | N/A | 10.016% | |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 1,877 | $168K | 0.1% | N/A | 0.090% | |
| 2/17/2026 | Cetera Investment Advisers | 3,062 | $274K | 0.0% | +22.3% | 0.147% | |
| 2/17/2026 | Royal Bank of Canada | 15,344 | $1.37M | 0.0% | +5.8% | 0.734% | |
| 2/16/2026 | Sargent Investment Group LLC | 2,425 | $217K | 0.0% | N/A | 0.116% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,261 | $113K | 0.0% | N/A | 0.060% | |
| 2/13/2026 | Wells Fargo & Company MN | 45,792 | $4.10M | 0.0% | +8.7% | 2.191% | |
| 2/13/2026 | Banco Santander S.A. | 3,160 | $283K | 0.0% | N/A | 0.151% | |
| 2/12/2026 | Tocqueville Asset Management L.P. | 2,950 | $264K | 0.0% | N/A | 0.141% | |
| 2/11/2026 | LPL Financial LLC | 28,231 | $2.53M | 0.0% | -4.0% | 1.351% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 5,380 | $481K | 0.0% | +6.8% | 0.257% | |
| 2/10/2026 | Opulen Financial Group LLC | 8,754 | $783K | 0.6% | -19.6% | 0.419% | |
| 2/6/2026 | Northbridge Financial Group LLC | 5,994 | $536K | 0.2% | N/A | 0.287% | |
| 2/2/2026 | Advisors Preferred LLC | 396 | $37K | 0.0% | -84.4% | 0.019% | |
| 1/30/2026 | Wealthfront Advisers LLC | 3,036 | $272K | 0.0% | N/A | 0.145% | |
| 1/9/2026 | BOS Asset Management LLC | 3,348 | $300K | 0.1% | -18.6% | 0.160% | |
| 1/6/2026 | WealthCare Investment Partners LLC | 7,704 | $725K | 0.2% | -18.5% | 0.369% | |
| 1/6/2026 | Fulcrum Equity Management | 2,764 | $247K | 0.2% | N/A | 0.132% | |
| 11/17/2025 | Opulen Financial Group LLC | 10,889 | $917K | 0.7% | -4.1% | 0.531% | |
| 11/17/2025 | Lido Advisors LLC | 38,115 | $3.21M | 0.0% | N/A | 1.859% | |
| 11/17/2025 | Bank of America Corp DE | 73,702 | $6.20M | 0.0% | +19.4% | 3.595% | |
| 11/17/2025 | Ameriprise Financial Inc. | 45,106 | $3.80M | 0.0% | -6.8% | 2.200% | |
| 11/14/2025 | Creative Planning | 2,986 | $251K | 0.0% | N/A | 0.146% | |
| 11/14/2025 | Raymond James Financial Inc. | 2,585 | $218K | 0.0% | -18.6% | 0.126% | |
| 11/14/2025 | Two Sigma Investments LP | 7,900 | $665K | 0.0% | N/A | 0.385% | |
| 11/13/2025 | UBS Group AG | 8,851 | $745K | 0.0% | -57.8% | 0.432% | |
| 11/10/2025 | Advisors Preferred LLC | 2,531 | $224K | 0.0% | N/A | 0.123% | |
| 11/7/2025 | WealthCare Investment Partners LLC | 9,456 | $838K | 0.3% | -3.0% | 0.461% | |
| 10/21/2025 | BOS Asset Management LLC | 4,114 | $346K | 0.1% | -5.2% | 0.202% | |
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| 9/4/2025 | Osaic Holdings Inc. | 1,849 | $109K | 0.0% | +10.5% | 0.091% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 4,207 | $250K | 0.0% | -64.0% | 0.207% | |
| 8/15/2025 | Bank of America Corp DE | 61,745 | $3.67M | 0.0% | -8.1% | 3.042% | |
| 8/15/2025 | Ameriprise Financial Inc. | 48,401 | $2.88M | 0.0% | +5.6% | 2.384% | |
| 8/14/2025 | Raymond James Financial Inc. | 3,175 | $189K | 0.0% | N/A | 0.156% | |
| 8/13/2025 | Flow Traders U.S. LLC | 7,449 | $443K | 0.0% | -75.9% | 0.367% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,347 | $80K | 0.0% | -70.2% | 0.066% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 3,797 | $226K | 0.0% | N/A | 0.187% | |
| 7/23/2025 | Opulen Financial Group LLC | 11,355 | $675K | 0.6% | -9.1% | 0.554% | |
| 7/21/2025 | Exchange Capital Management Inc. | 36,344 | $2.16M | 0.3% | +28.7% | 1.773% | |
| 7/16/2025 | Independent Wealth Network Inc. | 5,481 | $326K | 0.1% | -5.7% | 0.267% | |
| 7/16/2025 | BOS Asset Management LLC | 4,339 | $258K | 0.1% | +6.6% | 0.212% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 9,752 | $634K | 0.2% | -5.7% | 0.473% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 5,037 | $254K | 0.0% | -27.3% | 0.235% | |
| 5/22/2025 | BOS Asset Management LLC | 4,070 | $205K | 0.1% | +11.7% | 0.190% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 5,037 | $254K | 0.0% | -27.3% | 0.235% | |
| 5/16/2025 | NewEdge Advisors LLC | 586 | $30K | 0.0% | -94.7% | 0.027% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,518 | $227K | 0.0% | -12.8% | 0.211% | |
| 5/14/2025 | Flow Traders U.S. LLC | 30,937 | $1.56M | 0.1% | +624.0% | 1.446% | |
| 5/7/2025 | LPL Financial LLC | 53,290 | $2.68M | 0.0% | -76.7% | 2.456% | |
| 5/2/2025 | Independent Wealth Network Inc. | 5,813 | $293K | 0.1% | -7.1% | 0.268% | |
| 5/2/2025 | Concord Wealth Partners | 573 | $29K | 0.0% | -55.8% | 0.026% | |
| 5/2/2025 | Wealthfront Advisers LLC | 13,005 | $655K | 0.0% | +171.7% | 0.599% | |
| 4/30/2025 | Abound Financial LLC | 4,690 | $236K | 0.1% | -18.6% | 0.216% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 540 | $27K | 0.0% | -34.9% | 0.025% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 1,060 | $54K | 0.0% | +107.4% | 0.049% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 10,338 | $473K | 0.2% | -37.1% | 0.476% | |
| 4/21/2025 | Trivant Custom Portfolio Group LLC | 850 | $43K | 0.0% | N/A | 0.039% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,973 | $151K | 0.0% | +35.4% | 0.128% | |
| 2/25/2025 | Heck Capital Advisors LLC | 529 | $32K | 0.0% | N/A | 0.022% | |
| 2/18/2025 | GTS Securities LLC | 7,257 | $439K | 0.0% | N/A | 0.225% | |
| 2/17/2025 | Investor s Fiduciary Advisor Network LLC | 3,417 | $206K | 0.1% | N/A | 0.106% | |
| 2/17/2025 | Bank of America Corp DE | 120,901 | $7.32M | 0.0% | +136.5% | 3.755% | |
| 2/17/2025 | Ameriprise Financial Inc. | 6,980 | $423K | 0.0% | N/A | 0.217% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 8,753 | $530K | 0.0% | -3.1% | 0.272% | |
| 2/14/2025 | BOS Asset Management LLC | 3,645 | $221K | 0.1% | +8.6% | 0.113% | |
| 2/13/2025 | NewEdge Advisors LLC | 11,021 | $667K | 0.0% | -16.6% | 0.342% | |
| 2/13/2025 | Raymond James Financial Inc. | 5,547 | $336K | 0.0% | N/A | 0.172% | |
| 2/13/2025 | Wells Fargo & Company MN | 70,221 | $4.25M | 0.0% | +70.0% | 2.181% | |
| 2/11/2025 | LPL Financial LLC | 229,168 | $13.88M | 0.0% | +1.0% | 7.117% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 9,315 | $564K | 0.0% | -10.0% | 0.289% | |
| 2/7/2025 | HighTower Advisors LLC | 6,661 | $403K | 0.0% | -3.4% | 0.207% | |
| 2/6/2025 | Opulen Financial Group LLC | 12,579 | $762K | 0.7% | N/A | 0.391% | |
| 2/6/2025 | Raymond James Financial Inc. | 5,547 | $336K | 0.0% | N/A | 0.172% | |
| 2/4/2025 | Exchange Capital Management Inc. | 25,120 | $1.52M | 0.2% | +7.5% | 0.780% | |
| 2/4/2025 | Abound Financial LLC | 5,759 | $349K | 0.2% | N/A | 0.179% | |
| 2/3/2025 | WealthCare Investment Partners LLC | 16,431 | $1.04M | 0.5% | -6.3% | 0.510% | |
| 1/29/2025 | MeadowBrook Investment Advisors LLC | 5,438 | $329K | 0.3% | -6.2% | 0.169% | |
| 1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 511 | $31K | 0.0% | +102.0% | 0.016% | |
| 1/23/2025 | Heck Capital Advisors LLC | 529 | $32K | 0.0% | N/A | 0.016% | |
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| 1/21/2025 | Flagship Harbor Advisors LLC | 4,696 | $284K | 0.0% | +3.9% | 0.146% | |
| 1/17/2025 | Independent Wealth Network Inc. | 6,259 | $379K | 0.2% | -13.0% | 0.194% | |
| 11/15/2024 | MML Investors Services LLC | 4,455 | $293K | 0.0% | -38.5% | 0.138% | |
| 11/6/2024 | MeadowBrook Investment Advisors LLC | 5,798 | $381K | 0.3% | -3.3% | 0.180% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 575 | $38K | 0.0% | -25.7% | 0.018% | |
| 10/24/2024 | Concord Wealth Partners | 1,426 | $94K | 0.0% | -57.7% | 0.044% | |
| 10/16/2024 | BOS Asset Management LLC | 3,355 | $221K | 0.1% | N/A | 0.104% | |
| 10/8/2024 | WealthCare Investment Partners LLC | 17,542 | $1.14M | 0.5% | +4.9% | 0.545% | |
| 10/4/2024 | HBW Advisory Services LLC | 4,240 | $279K | 0.0% | -15.5% | 0.132% | |
| 8/2/2024 | Mascoma Wealth Management LLC | 829 | $50K | 0.0% | -17.8% | 0.026% | |