| 6/3/2026 | NewEdge Advisors LLC | 7,751 | $214K | 0.0% | -5.9% | 0.069% | |
| 5/19/2026 | NewEdge Advisors LLC | 7,751 | $214K | 0.0% | -5.9% | 0.069% | |
| 5/19/2026 | Bank of America Corp DE | 172,738 | $4.77M | 0.0% | +14.4% | 1.529% | |
| 5/18/2026 | Royal Bank of Canada | 44,079 | $1.22M | 0.0% | +85.6% | 0.390% | |
| 5/13/2026 | Cetera Investment Advisers | 42,817 | $1.18M | 0.0% | +47.4% | 0.379% | |
| 5/1/2026 | Ball & Co Wealth Management Inc. | 14,418 | $398K | 0.3% | +3.3% | 0.128% | |
| 4/30/2026 | Beacon Financial Group | 18,120 | $500K | 0.0% | +6.8% | 0.160% | |
| 4/30/2026 | Kestra Advisory Services LLC | 110,120 | $3.04M | 0.0% | +3.1% | 0.975% | |
| 4/30/2026 | Beam Wealth Advisors Inc. | 98,266 | $2.71M | 0.7% | +25.5% | 0.870% | |
| 4/27/2026 | PFG Investments LLC | 7,353 | $203K | 0.0% | N/A | 0.067% | |
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| 4/22/2026 | Advocate Investing Services LLC | 11,100 | $306K | 0.3% | N/A | 0.102% | |
| 4/21/2026 | Fullerton Advisors LLC | 50,741 | $1.40M | 1.5% | -1.4% | 0.466% | |
| 2/27/2026 | Arwa LLC | 13,259 | $344K | 0.2% | N/A | 0.146% | |
| 2/18/2026 | NewEdge Advisors LLC | 8,238 | $213K | 0.0% | -56.0% | 0.091% | |
| 2/17/2026 | Cetera Investment Advisers | 29,042 | $752K | 0.0% | +46.0% | 0.319% | |
| 2/17/2026 | Osaic Holdings Inc. | 127,159 | $3.30M | 0.0% | +9.6% | 1.397% | |
| 2/17/2026 | Royal Bank of Canada | 23,746 | $616K | 0.0% | +36.8% | 0.261% | |
| 2/16/2026 | MML Investors Services LLC | 20,846 | $540K | 0.0% | +4.3% | 0.229% | |
| 2/16/2026 | Element Wealth LLC | 35,808 | $928K | 0.4% | -3.6% | 0.393% | |
| 2/13/2026 | Kestra Advisory Services LLC | 106,772 | $2.77M | 0.0% | +2.7% | 1.173% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 558,400 | $14.47M | 0.0% | -5.9% | 6.136% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 19,311 | $500K | 0.0% | +2.6% | 0.212% | |
| 2/11/2026 | LPL Financial LLC | 57,414 | $1.49M | 0.0% | -1.8% | 0.631% | |
| 2/9/2026 | Flputnam Investment Management Co. | 65,745 | $1.70M | 0.0% | +3.0% | 0.722% | |
| 2/9/2026 | Pathfinder Wealth Consulting Inc. | 9,785 | $254K | 0.2% | N/A | 0.108% | |
| 2/6/2026 | IFP Advisors Inc | 38,628 | $1.00M | 0.0% | +164.9% | 0.424% | |
| 2/5/2026 | Plus Group Wealth Advisors LLC | 22,475 | $582K | 0.6% | N/A | 0.247% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 15,145 | $392K | 0.0% | +136.3% | 0.168% | |
| 2/4/2026 | Beam Wealth Advisors Inc. | 78,323 | $2.03M | 0.6% | +5.8% | 0.870% | |
| 2/2/2026 | Fullerton Advisors LLC | 51,482 | $1.33M | 1.3% | N/A | 0.572% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 36,003 | $933K | 0.0% | +42.3% | 0.414% | |
| 1/28/2026 | Dentgroup LLC | 46,523 | $1.21M | 0.8% | -1.2% | 0.535% | |
| 1/26/2026 | David Kennon Inc | 364,226 | $9.44M | 3.4% | -0.4% | 4.187% | |
| 1/22/2026 | Elm3 Financial Group LLC | 15,098 | $391K | 0.3% | -11.0% | 0.174% | |
| 1/21/2026 | Prime Capital Investment Advisors LLC | 14,036 | $364K | 0.0% | +15.6% | 0.161% | |
| 1/21/2026 | Snider Financial Group | 10,872 | $282K | 0.1% | -20.2% | 0.125% | |
| 1/20/2026 | Savvy Advisors Inc. | 14,670 | $380K | 0.0% | N/A | 0.169% | |
| 1/20/2026 | Stratos Investment Management LLC | 9,873 | $256K | 0.0% | -4.9% | 0.113% | |
| 1/1/2026 | JPMorgan Chase & Co. | 45,077 | $1.10M | 0.0% | -31.7% | 0.609% | |
| 12/2/2025 | IFP Advisors Inc | 14,582 | $357K | 0.0% | +48.0% | 0.197% | |
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| 11/18/2025 | Advisory Services Network LLC | 3,512 | $86K | 0.0% | N/A | 0.047% | |
| 11/17/2025 | OmniStar Financial Group Inc. | 16,339 | $400K | 0.2% | -37.7% | 0.221% | |
| 11/17/2025 | Larson Financial Group LLC | 3,215 | $79K | 0.0% | -23.5% | 0.043% | |
| 11/17/2025 | Citadel Advisors LLC | 76,336 | $1.87M | 0.0% | N/A | 1.032% | |
| 11/17/2025 | Bank of America Corp DE | 108,104 | $2.65M | 0.0% | +62.4% | 1.461% | |
| 11/14/2025 | Raymond James Financial Inc. | 26,357 | $645K | 0.0% | +125.1% | 0.356% | |
| 11/10/2025 | David Kennon Inc | 365,550 | $8.94M | 3.2% | -2.7% | 4.940% | |
| 11/7/2025 | JPMorgan Chase & Co. | 45,077 | $1.10M | 0.0% | -31.7% | 0.609% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 6,410 | $157K | 0.0% | +112.3% | 0.087% | |
| 11/6/2025 | Stratos Investment Management LLC | 10,383 | $254K | 0.0% | -26.3% | 0.140% | |
| 11/5/2025 | Prime Capital Investment Advisors LLC | 12,140 | $297K | 0.0% | N/A | 0.164% | |
| 11/5/2025 | Beam Wealth Advisors Inc. | 74,046 | $1.81M | 0.5% | +19.2% | 1.001% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 9,102 | $223K | 0.0% | N/A | 0.123% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 25,295 | $619K | 0.0% | -57.8% | 0.347% | |
| 10/24/2025 | Ball & Co Wealth Management Inc. | 13,840 | $338K | 0.2% | N/A | 0.190% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 593,600 | $14.52M | 0.0% | +10.6% | 8.132% | |
| 10/21/2025 | Elm3 Financial Group LLC | 16,961 | $415K | 0.3% | +9.5% | 0.232% | |
| 10/14/2025 | Farther Finance Advisors LLC | 6,928 | $170K | 0.0% | +56.5% | 0.096% | |
| 10/10/2025 | Flputnam Investment Management Co. | 63,823 | $1.56M | 0.0% | +12.1% | 0.899% | |
| 10/8/2025 | Beacon Financial Group | 16,915 | $414K | 0.0% | N/A | 0.238% | |
| 10/3/2025 | Dentgroup LLC | 47,072 | $1.15M | 0.7% | -1.1% | 0.663% | |
| 9/4/2025 | Osaic Holdings Inc. | 108,572 | $2.53M | 0.0% | +4.5% | 1.723% | |
| 8/15/2025 | Bank of America Corp DE | 66,575 | $1.55M | 0.0% | +78.6% | 1.057% | |
| 8/14/2025 | Jane Street Group LLC | 27,629 | $643K | 0.0% | -9.3% | 0.439% | |
| 8/14/2025 | Raymond James Financial Inc. | 11,711 | $273K | 0.0% | +13.6% | 0.186% | |
| 8/14/2025 | NewEdge Advisors LLC | 18,593 | $433K | 0.0% | -3.5% | 0.295% | |
| 8/13/2025 | Flow Traders U.S. LLC | 54,385 | $1.27M | 0.0% | N/A | 0.863% | |
| 8/13/2025 | WealthTrust Axiom LLC | 55,880 | $1.30M | 0.4% | -3.5% | 0.887% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 16,769 | $391K | 0.0% | +17.3% | 0.266% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 16,026 | $373K | 0.0% | +6.7% | 0.254% | |
| 8/12/2025 | JPMorgan Chase & Co. | 65,974 | $1.54M | 0.0% | +138.0% | 1.047% | |
| 8/8/2025 | OmniStar Financial Group Inc. | 26,237 | $611K | 0.5% | -3.8% | 0.423% | |
| 8/5/2025 | Snider Financial Group | 13,622 | $317K | 0.1% | -3.8% | 0.220% | |
| 8/5/2025 | Beam Wealth Advisors Inc. | 62,135 | $1.45M | 0.4% | -18.6% | 1.002% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 59,951 | $1.40M | 0.0% | -2.9% | 0.967% | |
| 7/23/2025 | Elm3 Financial Group LLC | 15,483 | $361K | 0.3% | N/A | 0.250% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,020 | $70K | 0.0% | N/A | 0.049% | |
| 7/17/2025 | David Kennon Inc | 375,776 | $8.75M | 3.3% | -2.0% | 6.160% | |
| 7/11/2025 | Farther Finance Advisors LLC | 4,428 | $103K | 0.0% | N/A | 0.074% | |
| 7/2/2025 | Dentgroup LLC | 47,619 | $1.11M | 0.8% | +92.4% | 0.807% | |
| 5/19/2025 | Jane Street Group LLC | 30,470 | $653K | 0.0% | -54.1% | 0.554% | |
| 5/16/2025 | NewEdge Advisors LLC | 19,267 | $413K | 0.0% | N/A | 0.371% | |
| 5/15/2025 | Flputnam Investment Management Co. | 46,479 | $996K | 0.0% | -48.9% | 0.894% | |
| 5/14/2025 | WealthTrust Axiom LLC | 57,880 | $1.24M | 0.4% | -4.8% | 1.113% | |
| 5/14/2025 | Kestra Advisory Services LLC | 137,118 | $2.94M | 0.0% | -23.0% | 2.637% | |
| 5/12/2025 | National Bank of Canada FI | 9,000 | $193K | 0.0% | -47.3% | 0.173% | |
| 5/12/2025 | Beam Wealth Advisors Inc. | 76,354 | $1.64M | 0.6% | -2.6% | 1.468% | |
| 5/6/2025 | Cetera Investment Advisers | 9,734 | $209K | 0.0% | N/A | 0.187% | |
| 5/5/2025 | IFP Advisors Inc | 9,852 | $211K | 0.0% | -50.0% | 0.189% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 61,713 | $1.32M | 0.0% | -5.8% | 1.187% | |
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| 4/29/2025 | Element Wealth LLC | 37,088 | $795K | 0.4% | -1.3% | 0.713% | |
| 4/23/2025 | David Kennon Inc | 383,365 | $8.22M | 3.3% | -0.6% | 7.517% | |
| 4/14/2025 | Dentgroup LLC | 24,750 | $531K | 0.4% | +6.6% | 0.485% | |
| 4/11/2025 | Snider Financial Group | 14,162 | $304K | 0.1% | -15.0% | 0.278% | |
| 2/17/2025 | Bank of America Corp DE | 27,765 | $541K | 0.0% | +71.9% | 0.591% | |
| 2/14/2025 | Jane Street Group LLC | 66,424 | $1.30M | 0.0% | N/A | 1.413% | |
| 2/13/2025 | WealthTrust Axiom LLC | 60,804 | $1.19M | 0.4% | +3.4% | 1.294% | |
| 2/13/2025 | Raymond James Financial Inc. | 10,642 | $208K | 0.0% | N/A | 0.226% | |
| 2/12/2025 | National Bank of Canada FI | 17,094 | $333K | 0.0% | +89.9% | 0.364% | |
| 2/12/2025 | JPMorgan Chase & Co. | 22,573 | $440K | 0.0% | +36.4% | 0.480% | |