| 10/13/2026 | Avior Wealth Management LLC | 95,701 | $4.86M | 0.1% | N/A | 6.740% | |
| 9/2/2026 | Citadel Advisors LLC | 4,357 | $210K | 0.0% | N/A | 0.300% | |
| 8/23/2026 | Anson Capital Inc. | 4,411 | $212K | 0.1% | N/A | 0.304% | |
| 7/6/2026 | Sincerus Advisory LLC | 6,122 | $295K | 0.2% | -15.1% | 0.422% | |
| 6/18/2026 | Western Wealth Management LLC | 5,735 | $248K | 0.0% | +7.0% | 0.382% | |
| 5/19/2026 | Western Wealth Management LLC | 5,735 | $248K | 0.0% | +7.0% | 0.382% | |
| 5/19/2026 | Bank of America Corp DE | 51,031 | $2.21M | 0.0% | -8.2% | 3.402% | |
| 5/18/2026 | Royal Bank of Canada | 13,269 | $574K | 0.0% | -5.1% | 0.885% | |
| 5/13/2026 | Cetera Investment Advisers | 76,533 | $3.31M | 0.0% | -40.0% | 5.102% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 11,580 | $563K | 0.0% | -2.3% | 0.693% | |
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| 2/19/2026 | Torrey Payne Wealth Management LLC | 6,908 | $338K | 0.3% | N/A | 0.414% | |
| 2/17/2026 | Cetera Investment Advisers | 127,549 | $6.20M | 0.0% | +2.9% | 7.638% | |
| 2/17/2026 | Osaic Holdings Inc. | 6,656 | $323K | 0.0% | -22.0% | 0.399% | |
| 2/17/2026 | Royal Bank of Canada | 13,988 | $680K | 0.0% | -14.0% | 0.838% | |
| 2/13/2026 | Wells Fargo & Company MN | 8,484 | $412K | 0.0% | +19.8% | 0.508% | |
| 2/12/2026 | Jane Street Group LLC | 7,300 | $355K | 0.0% | +36.3% | 0.437% | |
| 2/12/2026 | Wedbush Securities Inc. | 10,627 | $516K | 0.0% | -10.3% | 0.636% | |
| 2/11/2026 | LPL Financial LLC | 40,012 | $1.94M | 0.0% | -1.1% | 2.396% | |
| 2/11/2026 | Tradition Wealth Management LLC | 21,109 | $1.03M | 0.1% | -1.4% | 1.264% | |
| 2/5/2026 | Rossmore Private Capital | 7,546 | $367K | 0.0% | +38.9% | 0.452% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 69,400 | $3.37M | 0.0% | +28,696.7% | 4.156% | |
| 2/5/2026 | Western Wealth Management LLC | 5,358 | $260K | 0.0% | N/A | 0.321% | |
| 1/29/2026 | UBS Group AG | 48,370 | $2.35M | 0.0% | -17.4% | 2.896% | |
| 1/15/2026 | Lodestone Wealth Management LLC | 522 | $25K | 0.0% | N/A | 0.031% | |
| 1/1/2026 | JPMorgan Chase & Co. | 2,154 | $110K | 0.0% | N/A | 0.127% | |
| 11/17/2025 | Susquehanna International Group LLP | 55,727 | $2.85M | 0.0% | -8.5% | 3.278% | |
| 11/17/2025 | National Bank of Canada FI | 6,102 | $312K | 0.0% | -3.4% | 0.359% | |
| 11/17/2025 | Lido Advisors LLC | 4,000 | $205K | 0.0% | N/A | 0.235% | |
| 11/17/2025 | Bank of America Corp DE | 56,644 | $2.90M | 0.0% | +10.3% | 3.332% | |
| 11/14/2025 | Creative Planning | 4,440 | $227K | 0.0% | N/A | 0.261% | |
| 11/13/2025 | UBS Group AG | 58,593 | $3.00M | 0.0% | -4.7% | 3.447% | |
| 11/7/2025 | JPMorgan Chase & Co. | 2,154 | $110K | 0.0% | N/A | 0.127% | |
| 11/6/2025 | Wedbush Securities Inc. | 11,853 | $606K | 0.0% | +3.0% | 0.697% | |
| 11/5/2025 | Anson Capital Inc. | 6,655 | $340K | 0.3% | N/A | 0.391% | |
| 11/3/2025 | GPS Wealth Strategies Group LLC | 5,322 | $272K | 0.0% | +15.7% | 0.313% | |
| 10/30/2025 | Rossmore Private Capital | 5,433 | $278K | 0.0% | -29.3% | 0.320% | |
| 10/21/2025 | Global Retirement Partners LLC | 994 | $51K | 0.0% | N/A | 0.058% | |
| 9/4/2025 | Osaic Holdings Inc. | 10,212 | $504K | 0.0% | -26.8% | 0.584% | |
| 8/15/2025 | Scott Marsh Financial LLC | 10,326 | $509K | 0.2% | N/A | 0.590% | |
| 8/15/2025 | Bank of America Corp DE | 51,371 | $2.53M | 0.0% | -61.1% | 2.935% | |
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| 8/14/2025 | Jane Street Group LLC | 9,976 | $492K | 0.0% | N/A | 0.570% | |
| 8/14/2025 | Raymond James Financial Inc. | 32,196 | $1.59M | 0.0% | -2.9% | 1.840% | |
| 8/8/2025 | Cetera Investment Advisers | 121,746 | $6.01M | 0.0% | +0.5% | 6.957% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 4,600 | $227K | 0.0% | +13.6% | 0.263% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,332 | $66K | 0.0% | N/A | 0.076% | |
| 5/15/2025 | Royal Bank of Canada | 18,085 | $786K | 0.0% | -3.4% | 0.978% | |
| 5/14/2025 | Flow Traders U.S. LLC | 41,914 | $1.82M | 0.1% | +148.0% | 2.266% | |
| 5/13/2025 | Rossmore Private Capital | 7,711 | $335K | 0.0% | -10.5% | 0.417% | |
| 5/12/2025 | Virtu Financial LLC | 7,062 | $307K | 0.0% | N/A | 0.382% | |
| 5/7/2025 | LPL Financial LLC | 33,359 | $1.45M | 0.0% | -3.2% | 1.803% | |
| 5/6/2025 | Cetera Investment Advisers | 121,151 | $5.27M | 0.0% | +0.5% | 6.549% | |
| 5/6/2025 | Wedbush Securities Inc. | 11,510 | $500K | 0.0% | -12.6% | 0.622% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,505 | $283K | 0.0% | -36.8% | 0.337% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 4,051 | $176K | 0.0% | +180.5% | 0.210% | |
| 4/10/2025 | EWG Elevate Inc. | 5,197 | $226K | 0.1% | N/A | 0.269% | |
| 4/9/2025 | NBC Securities Inc. | 1,395 | $60K | 0.0% | +139,400.0% | 0.072% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,291 | $466K | 0.0% | N/A | 0.533% | |
| 2/18/2025 | GTS Securities LLC | 31,497 | $1.43M | 0.1% | -52.5% | 1.340% | |
| 2/18/2025 | 10Elms LLP | 5,456 | $247K | 0.3% | N/A | 0.232% | |
| 2/17/2025 | Cetera Investment Advisers | 120,570 | $5.47M | 0.0% | +11.0% | 5.131% | |
| 2/17/2025 | Citadel Advisors LLC | 10,697 | $485K | 0.0% | +46.3% | 0.455% | |
| 2/17/2025 | Bank of America Corp DE | 135,793 | $6.16M | 0.0% | -5.1% | 5.778% | |
| 2/14/2025 | Susquehanna International Group LLP | 72,671 | $3.29M | 0.0% | -2.2% | 3.092% | |
| 2/14/2025 | Stifel Financial Corp | 5,179 | $235K | 0.0% | +4.5% | 0.220% | |
| 2/14/2025 | Tradition Wealth Management LLC | 22,000 | $997K | 0.1% | -50.0% | 0.936% | |
| 2/13/2025 | Raymond James Financial Inc. | 34,273 | $1.55M | 0.0% | N/A | 1.458% | |
| 2/13/2025 | Bank of Montreal Can | 1,455 | $66K | 0.0% | -64.1% | 0.062% | |
| 2/13/2025 | Wedbush Securities Inc. | 13,165 | $597K | 0.0% | -14.2% | 0.560% | |
| 2/12/2025 | National Bank of Canada FI | 6,461 | $293K | 0.0% | -10.0% | 0.275% | |
| 2/11/2025 | LPL Financial LLC | 34,462 | $1.56M | 0.0% | -4.4% | 1.466% | |
| 2/6/2025 | Raymond James Financial Inc. | 34,273 | $1.55M | 0.0% | N/A | 1.458% | |
| 2/5/2025 | Sincerus Advisory LLC | 7,239 | $328K | 0.4% | N/A | 0.308% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 9,352 | $424K | 0.0% | -8.3% | 0.398% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 1,444 | $65K | 0.0% | +63.2% | 0.061% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 6,674 | $296K | 0.0% | N/A | 0.284% | |
| 11/20/2024 | Virtu Financial LLC | 12,851 | $569K | 0.0% | N/A | 0.547% | |
| 11/15/2024 | Jane Street Group LLC | 9,202 | $408K | 0.0% | -88.7% | 0.392% | |
| 11/15/2024 | Stifel Financial Corp | 4,954 | $219K | 0.0% | -42.9% | 0.211% | |
| 11/14/2024 | Tradition Wealth Management LLC | 44,020 | $1.95M | 0.2% | +0.8% | 1.873% | |
| 11/13/2024 | Townsquare Capital LLC | 5,319 | $236K | 0.0% | N/A | 0.226% | |
| 10/11/2024 | Creative Planning | 4,655 | $206K | 0.0% | N/A | 0.198% | |
| 9/9/2024 | Heritage Wealth Management Inc. | 5,000 | $210K | 0.1% | N/A | 0.213% | |
| 8/22/2024 | Cetera Investment Advisers | 108,338 | $4.46M | 0.0% | +5.1% | 4.610% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 54,268 | $2.24M | 0.0% | +5.3% | 2.309% | |
| 5/24/2024 | Cetera Investment Advisers | 103,061 | $4.35M | 0.0% | N/A | 4.386% | |
| 5/20/2024 | Virtu Financial LLC | 4,773 | $202K | 0.0% | N/A | 0.203% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 51,522 | $2.18M | 0.0% | -3.1% | 2.165% | |
| 4/5/2024 | NBC Securities Inc. | 1,395 | $58K | 0.0% | -41.8% | 0.050% | |
| 2/14/2024 | Personal CFO Solutions LLC | 5,235 | $217K | 0.0% | N/A | 0.187% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 100,342 | $4.16M | 0.0% | -6.6% | 3.584% | |
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| 2/12/2024 | Tradition Wealth Management LLC | 32,211 | $1.34M | 0.1% | +1.6% | 1.150% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 53,184 | $2.20M | 0.0% | +10.1% | 1.899% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 10,947 | $454K | 0.0% | -4.0% | 0.391% | |
| 1/31/2024 | Beaumont Financial Advisors LLC | 5,366 | $222K | 0.0% | N/A | 0.192% | |
| 1/30/2024 | Scissortail Wealth Management LLC | 5,000 | $206K | 0.1% | N/A | 0.179% | |
| 1/29/2024 | Essex LLC | 37,047 | $1.54M | 0.4% | -48.0% | 1.323% | |
| 11/13/2023 | Kestra Advisory Services LLC | 8,261 | $293K | 0.0% | +31.9% | 0.295% | |
| 11/9/2023 | UBS Group AG | 96,286 | $3.41M | 0.0% | -4.4% | 3.439% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 11,408 | $404K | 0.0% | +14.6% | 0.407% | |
| 11/4/2023 | NBC Securities Inc. | 2,395 | $84K | 0.0% | N/A | 0.086% | |