| 6/18/2026 | Western Wealth Management LLC | 13,491 | $255K | 0.0% | N/A | 0.035% | |
| 5/19/2026 | Western Wealth Management LLC | 13,491 | $255K | 0.0% | N/A | 0.035% | |
| 5/19/2026 | Bank of America Corp DE | 412,373 | $7.79M | 0.0% | +7.9% | 1.072% | |
| 5/18/2026 | Royal Bank of Canada | 203,814 | $3.85M | 0.0% | -6.5% | 0.530% | |
| 5/14/2026 | Sei Investments Co. | 47,691 | $901K | 0.0% | +352.6% | 0.124% | |
| 5/13/2026 | Cetera Investment Advisers | 128,054 | $2.42M | 0.0% | -8.8% | 0.333% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 15,748 | $298K | 0.0% | N/A | 0.041% | |
| 5/5/2026 | Wealthfront Advisers LLC | 332,114 | $6.28M | 0.0% | -2.0% | 0.864% | |
| 5/5/2026 | SouthState Bank Corp | 5,000 | $94K | 0.0% | N/A | 0.013% | |
| 5/5/2026 | Sigma Planning Corp | 10,100 | $191K | 0.0% | -5.3% | 0.026% | |
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| 5/1/2026 | Fifth Third Bancorp | 2,229 | $42K | 0.0% | N/A | 0.006% | |
| 4/30/2026 | Kestra Advisory Services LLC | 39,094 | $739K | 0.0% | -80.7% | 0.102% | |
| 4/27/2026 | Private Advisor Group LLC | 89,830 | $1.70M | 0.0% | +426.9% | 0.236% | |
| 4/24/2026 | Squire Investment Management Company LLC | 20,200 | $382K | 0.1% | +28.3% | 0.053% | |
| 4/24/2026 | SMART Wealth LLC | 177,222 | $3.35M | 1.0% | -7.0% | 0.465% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 27,183 | $514K | 0.0% | -14.1% | 0.071% | |
| 4/21/2026 | Sequent Planning LLC | 11,656 | $220K | 0.1% | -10.1% | 0.031% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 13,557 | $256K | 0.0% | -34.1% | 0.036% | |
| 3/13/2026 | World Investment Advisors | 18,210 | $315K | 0.0% | N/A | 0.049% | |
| 3/9/2026 | Corient Private Wealth LLC | 12,000 | $208K | 0.0% | N/A | 0.032% | |
| 2/19/2026 | Corient Private Wealth LLC | 12,000 | $208K | 0.0% | N/A | 0.032% | |
| 2/18/2026 | Caitlin John LLC | 17,168 | $297K | 0.2% | -26.2% | 0.046% | |
| 2/18/2026 | Prostatis Group LLC | 10,087 | $175K | 0.0% | N/A | 0.027% | |
| 2/18/2026 | IHT Wealth Management LLC | 86,917 | $1.51M | 0.0% | N/A | 0.232% | |
| 2/17/2026 | Cetera Investment Advisers | 140,356 | $2.43M | 0.0% | +49.2% | 0.375% | |
| 2/17/2026 | Osaic Holdings Inc. | 107,525 | $1.86M | 0.0% | -7.0% | 0.287% | |
| 2/17/2026 | Royal Bank of Canada | 217,936 | $3.78M | 0.0% | +6.6% | 0.582% | |
| 2/16/2026 | MML Investors Services LLC | 23,260 | $403K | 0.0% | +5.6% | 0.062% | |
| 2/16/2026 | Mariner LLC | 36,083 | $625K | 0.0% | +11.0% | 0.096% | |
| 2/13/2026 | CreativeOne Wealth LLC | 11,746 | $203K | 0.0% | N/A | 0.031% | |
| 2/13/2026 | Kestra Advisory Services LLC | 203,042 | $3.52M | 0.0% | +856.5% | 0.542% | |
| 2/13/2026 | Stifel Financial Corp | 13,902 | $241K | 0.0% | -20.3% | 0.037% | |
| 2/13/2026 | Advyzon Investment Management LLC | 33,328 | $577K | 0.1% | +21.9% | 0.089% | |
| 2/13/2026 | Wells Fargo & Company MN | 618,028 | $10.70M | 0.0% | -21.4% | 1.649% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 167,814 | $2.91M | 0.0% | -14.6% | 0.448% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 56,030 | $970K | 0.0% | +11.7% | 0.150% | |
| 2/12/2026 | Wedbush Securities Inc. | 27,586 | $478K | 0.0% | -8.4% | 0.074% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 31,653 | $548K | 0.0% | -3.5% | 0.084% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 15,801 | $274K | 0.0% | N/A | 0.042% | |
| 2/11/2026 | LPL Financial LLC | 895,482 | $15.51M | 0.0% | -5.6% | 2.390% | |
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| 2/11/2026 | J.W. Cole Advisors Inc. | 17,917 | $310K | 0.0% | +18.4% | 0.048% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 318,104 | $5.51M | 0.0% | +18.6% | 0.849% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 51,140 | $886K | 0.0% | -79.9% | 0.136% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 26,719 | $463K | 0.0% | -19.9% | 0.071% | |
| 2/6/2026 | Kingdom Financial Group LLC. | 12,589 | $218K | 0.1% | N/A | 0.034% | |
| 2/5/2026 | Sequent Planning LLC | 12,967 | $225K | 0.1% | -6.8% | 0.035% | |
| 2/5/2026 | Sherry Group Inc. | 107,941 | $1.88M | 2.0% | N/A | 0.288% | |
| 2/4/2026 | World Investment Advisors | 18,210 | $315K | 0.0% | N/A | 0.049% | |
| 2/3/2026 | Indivisible Partners | 14,025 | $243K | 0.0% | N/A | 0.038% | |
| 2/3/2026 | SBI Securities Co. Ltd. | 7,047 | $122K | 0.0% | +8.4% | 0.019% | |
| 2/2/2026 | Truist Financial Corp | 27,372 | $474K | 0.0% | +21.7% | 0.073% | |
| 2/2/2026 | B.O.S.S. Retirement Advisors LLC | 26,671 | $462K | 0.1% | -70.1% | 0.071% | |
| 1/30/2026 | Simplicity Wealth LLC | 23,078 | $400K | 0.0% | +8.7% | 0.062% | |
| 1/30/2026 | Wealthfront Advisers LLC | 339,053 | $5.87M | 0.0% | +6.6% | 0.910% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 13,567 | $235K | 0.0% | N/A | 0.037% | |
| 1/28/2026 | Joseph P. Lucia & Associates LLC | 10,935 | $189K | 0.1% | -29.5% | 0.029% | |
| 1/28/2026 | Clarity Financial LLC | 304,414 | $5.27M | 0.5% | N/A | 0.820% | |
| 1/26/2026 | SMART Wealth LLC | 190,632 | $3.30M | 1.0% | +0.3% | 0.513% | |
| 1/26/2026 | AE Wealth Management LLC | 1,142,553 | $19.79M | 0.1% | +6.4% | 3.077% | |
| 1/26/2026 | Key Capital Management INC | 47,077 | $815K | 0.8% | N/A | 0.127% | |
| 1/26/2026 | Mirae Asset Global Investments Co. Ltd. | 97,000 | $1.68M | 0.0% | -10.2% | 0.261% | |
| 1/23/2026 | Farther Finance Advisors LLC | 18,587 | $322K | 0.0% | +15.7% | 0.050% | |
| 1/23/2026 | Patten Group Inc. | 13,129 | $227K | 0.0% | -9.0% | 0.035% | |
| 1/23/2026 | Eagle Strategies LLC | 42,775 | $741K | 0.1% | +2.1% | 0.116% | |
| 1/22/2026 | Centennial Advisors LLC | 13,065 | $226K | 0.3% | N/A | 0.035% | |
| 1/22/2026 | Squire Investment Management Company LLC | 15,743 | $273K | 0.1% | +5.5% | 0.043% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 18,698 | $324K | 0.0% | +29.0% | 0.051% | |
| 1/21/2026 | Raleigh Capital Management Inc. | 3,604 | $62K | 0.0% | N/A | 0.010% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 64,848 | $1.12M | 0.0% | -8.9% | 0.176% | |
| 1/16/2026 | Wealth Advisory Solutions LLC | 34,170 | $592K | 0.1% | +14.8% | 0.090% | |
| 1/12/2026 | Focus Financial Network Inc. | 10,216 | $178K | 0.0% | N/A | 0.027% | |
| 1/1/2026 | JPMorgan Chase & Co. | 38,630 | $683K | 0.0% | -8.4% | 0.106% | |
| 11/25/2025 | Chelsea Counsel Co. | 2,500 | $44K | 0.0% | -53.3% | 0.007% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 20,370 | $360K | 0.0% | -4.9% | 0.056% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 254,930 | $4.51M | 0.0% | -3.6% | 0.699% | |
| 11/17/2025 | Mariner LLC | 32,515 | $575K | 0.0% | +15.4% | 0.089% | |
| 11/17/2025 | Bank of America Corp DE | 375,592 | $6.64M | 0.0% | -46.7% | 1.029% | |
| 11/14/2025 | Creative Planning | 12,290 | $217K | 0.0% | -23.5% | 0.034% | |
| 11/14/2025 | Raymond James Financial Inc. | 71,462 | $1.26M | 0.0% | -34.2% | 0.196% | |
| 11/14/2025 | Two Sigma Investments LP | 163,400 | $2.89M | 0.0% | +34.7% | 0.448% | |
| 11/13/2025 | UBS Group AG | 43,842 | $776K | 0.0% | +8.2% | 0.120% | |
| 11/13/2025 | Sequent Planning LLC | 13,908 | $246K | 0.1% | +6.6% | 0.038% | |
| 11/12/2025 | Kingsview Wealth Management LLC | 33,362 | $590K | 0.0% | -8.4% | 0.091% | |
| 11/10/2025 | Patten Group Inc. | 14,428 | $255K | 0.0% | -7.7% | 0.040% | |
| 11/10/2025 | Advyzon Investment Management LLC | 27,342 | $484K | 0.1% | +7.6% | 0.075% | |
| 11/7/2025 | SMART Wealth LLC | 190,080 | $3.36M | 1.3% | +16.4% | 0.521% | |
| 11/7/2025 | JPMorgan Chase & Co. | 38,630 | $683K | 0.0% | -8.4% | 0.106% | |
| 11/6/2025 | Wedbush Securities Inc. | 30,125 | $533K | 0.0% | -14.9% | 0.083% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 71,155 | $1.26M | 0.0% | +4.0% | 0.195% | |
| 11/6/2025 | Wealthfront Advisers LLC | 318,184 | $5.63M | 0.0% | +4.5% | 0.872% | |
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| 11/5/2025 | B.O.S.S. Retirement Advisors LLC | 89,170 | $1.58M | 0.4% | -11.5% | 0.244% | |
| 11/5/2025 | Capital Investment Advisory Services LLC | 14,490 | $256K | 0.0% | N/A | 0.040% | |
| 11/5/2025 | SBI Securities Co. Ltd. | 6,501 | $115K | 0.0% | -9.8% | 0.018% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 63,239 | $1.12M | 0.0% | -2.1% | 0.173% | |
| 11/4/2025 | Jones Financial Companies Lllp | 53,367 | $944K | 0.0% | +16.7% | 0.146% | |
| 11/4/2025 | Mutual Advisors LLC | 38,416 | $666K | 0.0% | +4.3% | 0.105% | |
| 11/3/2025 | AE Wealth Management LLC | 1,074,027 | $19M | 0.1% | +7.4% | 2.943% | |
| 11/3/2025 | Mirae Asset Global Investments Co. Ltd. | 108,000 | $1.91M | 0.0% | -12.9% | 0.296% | |
| 11/3/2025 | Truist Financial Corp | 22,492 | $398K | 0.0% | +14.0% | 0.062% | |
| 10/30/2025 | Simplicity Wealth LLC | 21,226 | $375K | 0.0% | -22.6% | 0.058% | |