| 5/19/2026 | Western Wealth Management LLC | 2,910 | $174K | 0.0% | N/A | 0.039% | |
| 5/19/2026 | Bank of America Corp DE | 153,319 | $9.16M | 0.0% | +4.4% | 2.052% | |
| 5/18/2026 | Royal Bank of Canada | 14,086 | $841K | 0.0% | +1.6% | 0.189% | |
| 5/13/2026 | Cetera Investment Advisers | 48,457 | $2.90M | 0.0% | +6.4% | 0.649% | |
| 5/2/2026 | International Assets Investment Management LLC | 625 | $37K | 0.0% | +48.8% | 0.008% | |
| 4/30/2026 | Kestra Advisory Services LLC | 39,712 | $2.37M | 0.0% | +5.7% | 0.532% | |
| 4/27/2026 | World Investment Advisors | 37,653 | $2.25M | 0.0% | +0.7% | 0.500% | |
| 4/27/2026 | Private Advisor Group LLC | 16,136 | $964K | 0.0% | +7.9% | 0.214% | |
| 4/22/2026 | MRA Advisory Group | 248,929 | $14.87M | 6.1% | +0.7% | 3.306% | |
| 4/21/2026 | Retirement Planning Group LLC NY | 29,653 | $1.77M | 1.1% | -7.2% | 0.393% | |
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| 3/13/2026 | World Investment Advisors | 37,375 | $2.14M | 0.0% | N/A | 0.537% | |
| 3/5/2026 | Storen Legacy Partners LLC | 9,315 | $532K | 0.2% | N/A | 0.134% | |
| 2/17/2026 | Cetera Investment Advisers | 45,549 | $2.60M | 0.0% | +2.5% | 0.654% | |
| 2/17/2026 | Kovack Advisors Inc. | 6,347 | $363K | 0.0% | N/A | 0.091% | |
| 2/17/2026 | Osaic Holdings Inc. | 16,460 | $941K | 0.0% | -49.1% | 0.236% | |
| 2/16/2026 | MML Investors Services LLC | 7,865 | $449K | 0.0% | +31.1% | 0.113% | |
| 2/13/2026 | Kestra Advisory Services LLC | 37,555 | $2.15M | 0.0% | +362.8% | 0.540% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 28,313 | $1.62M | 0.0% | -9.0% | 0.407% | |
| 2/12/2026 | Ankerstar Wealth LLC | 1,200 | $69K | 0.1% | N/A | 0.017% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 790 | $45K | 0.0% | N/A | 0.011% | |
| 2/12/2026 | Bank of Montreal Can | 8,740 | $499K | 0.0% | +488.6% | 0.126% | |
| 2/12/2026 | Principal Securities Inc. | 16,493 | $942K | 0.0% | -86.9% | 0.237% | |
| 2/12/2026 | Kovack Advisors Inc. | 6,347 | $363K | 0.0% | N/A | 0.091% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 21,524 | $1.23M | 0.0% | -8.6% | 0.309% | |
| 2/11/2026 | LPL Financial LLC | 644,401 | $36.82M | 0.0% | +11.3% | 9.259% | |
| 2/10/2026 | Cibc World Market Inc. | 496,367 | $28.36M | 0.0% | -2.9% | 7.132% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 10,407 | $595K | 0.0% | -88.7% | 0.150% | |
| 2/10/2026 | Cherry Tree Wealth Management LLC | 1,100 | $63K | 0.0% | N/A | 0.016% | |
| 2/9/2026 | Harbour Investments Inc. | 8,852 | $506K | 0.0% | -1.8% | 0.127% | |
| 2/9/2026 | Prospera Financial Services Inc | 4,249 | $243K | 0.0% | -4.2% | 0.061% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 14,039 | $802K | 0.1% | -8.9% | 0.202% | |
| 2/4/2026 | World Investment Advisors | 37,375 | $2.14M | 0.0% | N/A | 0.538% | |
| 2/2/2026 | Woodard & Co. Asset Management Group Inc. ADV | 3,000 | $171K | 0.0% | N/A | 0.043% | |
| 2/2/2026 | Retirement Planning Group LLC NY | 31,941 | $1.83M | 1.2% | -2.8% | 0.460% | |
| 1/26/2026 | Merit Financial Group LLC | 4,935 | $282K | 0.0% | -15.6% | 0.072% | |
| 1/26/2026 | David Kennon Inc | 206,047 | $11.77M | 4.2% | N/A | 2.999% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 3,672 | $210K | 0.0% | N/A | 0.054% | |
| 1/16/2026 | MRA Advisory Group | 247,212 | $14.13M | 5.9% | +5.6% | 3.635% | |
| 1/15/2026 | Jaffetilchin Investment Partners LLC | 9,057 | $518K | 0.0% | -6.1% | 0.133% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 15,853 | $906K | 0.0% | -32.6% | 0.233% | |
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| 11/21/2025 | CIBC Bancorp USA Inc. | 10,000 | $552K | 0.0% | N/A | 0.156% | |
| 11/17/2025 | Susquehanna International Group LLP | 9,096 | $502K | 0.0% | N/A | 0.142% | |
| 11/17/2025 | Citadel Advisors LLC | 10,379 | $573K | 0.0% | +23.8% | 0.162% | |
| 11/17/2025 | Bank of America Corp DE | 131,852 | $7.28M | 0.0% | +4.0% | 2.060% | |
| 11/14/2025 | Raymond James Financial Inc. | 43,587 | $2.41M | 0.0% | -3.5% | 0.681% | |
| 11/14/2025 | Keebeck Wealth Management | 26,390 | $1.46M | 0.2% | +25.4% | 0.412% | |
| 11/13/2025 | Private Advisor Group LLC | 9,353 | $516K | 0.0% | +37.7% | 0.146% | |
| 11/13/2025 | Blair William & Co. IL | 474 | $26K | 0.0% | N/A | 0.007% | |
| 11/12/2025 | Level Four Advisory Services LLC | 27,661 | $1.53M | 0.1% | +1.2% | 0.432% | |
| 11/7/2025 | Essex Financial Services Inc. | 5,592 | $309K | 0.0% | -7.7% | 0.087% | |
| 11/7/2025 | Wealthcare Advisory Partners LLC | 23,510 | $1.30M | 0.0% | +0.8% | 0.367% | |
| 11/7/2025 | MRA Advisory Group | 234,159 | $12.93M | 5.6% | +6.2% | 3.659% | |
| 11/6/2025 | Cibc World Market Inc. | 511,286 | $28.23M | 0.1% | -1.2% | 7.989% | |
| 11/4/2025 | Jones Financial Companies Lllp | 6,751 | $369K | 0.0% | +7.5% | 0.105% | |
| 11/4/2025 | Three Cord True Wealth Management LLC | 8,775 | $485K | 0.3% | -7.4% | 0.137% | |
| 10/28/2025 | Retirement Planning Group LLC NY | 32,862 | $1.82M | 1.4% | -5.6% | 0.513% | |
| 10/27/2025 | WealthPlan Investment Management LLC | 15,417 | $851K | 0.1% | -5.0% | 0.241% | |
| 10/27/2025 | Bogart Wealth LLC | 465 | $26K | 0.0% | N/A | 0.007% | |
| 10/22/2025 | Barry Investment Advisors LLC | 7,565 | $417K | 0.1% | -97.8% | 0.118% | |
| 10/20/2025 | Merit Financial Group LLC | 5,845 | $323K | 0.0% | -46.0% | 0.091% | |
| 10/14/2025 | Brighton Jones LLC | 3,778 | $209K | 0.0% | N/A | 0.059% | |
| 9/4/2025 | Osaic Holdings Inc. | 32,796 | $1.75M | 0.0% | +85.4% | 0.487% | |
| 8/15/2025 | Bank of America Corp DE | 126,752 | $6.74M | 0.0% | +11.7% | 1.881% | |
| 8/14/2025 | Raymond James Financial Inc. | 45,171 | $2.40M | 0.0% | +17.6% | 0.670% | |
| 8/13/2025 | Level Four Advisory Services LLC | 27,321 | $1.45M | 0.1% | -5.3% | 0.405% | |
| 8/12/2025 | Jaffetilchin Investment Partners LLC | 9,602 | $511K | 0.0% | +4.7% | 0.142% | |
| 8/8/2025 | Cetera Investment Advisers | 42,697 | $2.27M | 0.0% | +4.1% | 0.633% | |
| 8/8/2025 | Good Life Advisors LLC | 11,547 | $614K | 0.0% | +24.4% | 0.171% | |
| 8/6/2025 | Prospera Financial Services Inc | 4,423 | $235K | 0.0% | N/A | 0.066% | |
| 8/6/2025 | Three Cord True Wealth Management LLC | 9,479 | $504K | 0.4% | -5.4% | 0.141% | |
| 8/5/2025 | Bank of Montreal Can | 1,485 | $79K | 0.0% | +182.9% | 0.022% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 35,668 | $1.90M | 0.0% | +15.4% | 0.529% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 16,227 | $863K | 0.1% | -17.2% | 0.241% | |
| 7/28/2025 | Harbour Investments Inc. | 8,992 | $478K | 0.0% | +2.8% | 0.133% | |
| 7/25/2025 | Retirement Planning Group LLC NY | 34,812 | $1.85M | 1.6% | -4.6% | 0.516% | |
| 7/25/2025 | CWM LLC | 1,359 | $72K | 0.0% | N/A | 0.020% | |
| 7/22/2025 | Berkshire Money Management Inc. | 1,551 | $82K | 0.0% | N/A | 0.023% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 23,314 | $1.24M | 0.0% | -6.2% | 0.347% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 29,038 | $1.55M | 0.0% | -4.8% | 0.432% | |
| 7/17/2025 | Barry Investment Advisors LLC | 342,626 | $18.22M | 4.5% | +3.2% | 5.099% | |
| 7/8/2025 | MRA Advisory Group | 220,524 | $11.73M | 5.5% | -7.4% | 3.282% | |
| 5/16/2025 | Jones Financial Companies Lllp | 11,222 | $564K | 0.0% | +325.7% | 0.170% | |
| 5/15/2025 | Royal Bank of Canada | 14,476 | $765K | 0.0% | -3.2% | 0.219% | |
| 5/14/2025 | Venture Visionary Partners LLC | 31,249 | $1.65M | 0.1% | -50.0% | 0.473% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 19,589 | $1.04M | 0.1% | -74.3% | 0.299% | |
| 5/7/2025 | LPL Financial LLC | 558,347 | $29.50M | 0.0% | +8.7% | 8.524% | |
| 5/6/2025 | Cetera Investment Advisers | 41,026 | $2.17M | 0.0% | +1.8% | 0.626% | |
| 5/5/2025 | Private Advisor Group LLC | 6,105 | $323K | 0.0% | N/A | 0.093% | |
| 5/1/2025 | Barry Investment Advisors LLC | 331,950 | $17.54M | 4.7% | +2.3% | 5.068% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 10,261 | $542K | 0.1% | +4.4% | 0.157% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 30,908 | $1.63M | 0.0% | +12.5% | 0.472% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 9,172 | $485K | 0.0% | -2.5% | 0.140% | |
| 4/22/2025 | Three Cord True Wealth Management LLC | 10,018 | $529K | 0.5% | -9.1% | 0.153% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,764 | $252K | 0.0% | -5.5% | 0.073% | |
| 4/22/2025 | Retirement Planning Group LLC NY | 36,478 | $1.93M | 2.0% | -3.3% | 0.557% | |
| 4/22/2025 | Advisor Resource Council | 5,350 | $283K | 0.0% | N/A | 0.082% | |
| 4/17/2025 | Sound Income Strategies LLC | 934 | $49K | 0.0% | N/A | 0.014% | |
| 4/15/2025 | Transform Wealth LLC | 5,468 | $289K | 0.0% | +16.3% | 0.085% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 24,842 | $1.31M | 0.0% | +8.0% | 0.385% | |
| 4/14/2025 | Farther Finance Advisors LLC | 493 | $26K | 0.0% | N/A | 0.008% | |
