| 7/2/2026 | CX Institutional | 716 | $50K | 0.0% | -92.0% | 0.019% | |
| 5/19/2026 | Western Wealth Management LLC | 755 | $48K | 0.0% | N/A | 0.019% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 34,569 | $2.21M | 0.7% | -3.2% | 0.875% | |
| 5/19/2026 | Bank of America Corp DE | 125,875 | $8.06M | 0.0% | -5.2% | 3.187% | |
| 5/18/2026 | Royal Bank of Canada | 35,331 | $2.26M | 0.0% | +7.6% | 0.894% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 6,047 | $387K | 0.0% | -4.4% | 0.153% | |
| 5/4/2026 | Retirement Planning Group LLC | 9,677 | $619K | 0.0% | -2.8% | 0.245% | |
| 5/1/2026 | Fifth Third Bancorp | 2,266 | $145K | 0.0% | N/A | 0.057% | |
| 4/30/2026 | Kestra Advisory Services LLC | 19,034 | $1.22M | 0.0% | +6.4% | 0.482% | |
| 4/27/2026 | Private Advisor Group LLC | 9,665 | $619K | 0.0% | -14.0% | 0.245% | |
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| 4/22/2026 | Janney Montgomery Scott LLC | 82,959 | $5.31M | 0.0% | -4.2% | 2.100% | |
| 4/21/2026 | Topsail Wealth Management LLC | 1,495 | $96K | 0.0% | -36.1% | 0.038% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 3,700 | $253K | 0.0% | +9.0% | 0.082% | |
| 3/4/2026 | SHP Wealth Management | 530 | $36K | 0.0% | N/A | 0.012% | |
| 2/18/2026 | Virtue Capital Management LLC | 105,793 | $7.30M | 0.2% | N/A | 2.351% | |
| 2/17/2026 | Cetera Investment Advisers | 19,981 | $1.37M | 0.0% | -2.3% | 0.444% | |
| 2/17/2026 | Capital Wealth Alliance LLC | 3,256 | $232K | 0.1% | -18.4% | 0.072% | |
| 2/17/2026 | Schrum Private Wealth Management LLC | 14,206 | $971K | 0.7% | -2.1% | 0.316% | |
| 2/17/2026 | Osaic Holdings Inc. | 28,010 | $1.92M | 0.0% | -34.0% | 0.622% | |
| 2/17/2026 | Royal Bank of Canada | 32,833 | $2.25M | 0.0% | -43.0% | 0.730% | |
| 2/16/2026 | MML Investors Services LLC | 12,904 | $882K | 0.0% | -1.7% | 0.287% | |
| 2/16/2026 | Mariner LLC | 4,033 | $276K | 0.0% | N/A | 0.090% | |
| 2/13/2026 | Kestra Advisory Services LLC | 17,884 | $1.22M | 0.0% | +0.8% | 0.397% | |
| 2/13/2026 | Stifel Financial Corp | 97,345 | $6.66M | 0.0% | +2.3% | 2.163% | |
| 2/13/2026 | Wells Fargo & Company MN | 502,242 | $34.34M | 0.0% | +1.3% | 11.161% | |
| 2/13/2026 | Summit Financial LLC | 12,239 | $837K | 0.0% | -7.6% | 0.272% | |
| 2/13/2026 | RPg Family Wealth Advisory LLC | 7,546 | $516K | 0.1% | -25.9% | 0.168% | |
| 2/12/2026 | Jane Street Group LLC | 29,001 | $1.98M | 0.0% | N/A | 0.644% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 19,224 | $1.31M | 0.0% | -17.1% | 0.427% | |
| 2/12/2026 | Virtue Capital Management LLC | 105,793 | $7.30M | 0.2% | N/A | 2.351% | |
| 2/12/2026 | Founders Financial Alliance LLC | 1,916 | $131K | 0.0% | -39.0% | 0.043% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 86,615 | $5.92M | 0.0% | -6.3% | 1.925% | |
| 2/11/2026 | Paragon Private Wealth Management LLC | 35,727 | $2.44M | 0.8% | -4.8% | 0.794% | |
| 2/11/2026 | LPL Financial LLC | 171,602 | $11.73M | 0.0% | +7.2% | 3.813% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 1,478 | $101K | 0.0% | -11.1% | 0.033% | |
| 2/11/2026 | JPMorgan Chase & Co. | 61,205 | $4.19M | 0.0% | +4.9% | 1.360% | |
| 2/11/2026 | Hilton Head Capital Partners LLC | 5,599 | $383K | 0.2% | N/A | 0.124% | |
| 2/10/2026 | REAP Financial Group LLC | 1,233 | $84K | 0.0% | -23.9% | 0.027% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 49,623 | $3.39M | 0.0% | -20.9% | 1.103% | |
| 2/9/2026 | TradeWell Securities LLC. | 26,564 | $1.82M | 0.3% | +6.8% | 0.590% | |
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| 2/6/2026 | PNC Financial Services Group Inc. | 6,328 | $433K | 0.0% | -4.4% | 0.141% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 501,876 | $34.31M | 0.0% | +191,455.7% | 11.153% | |
| 2/3/2026 | International Assets Investment Management LLC | 3,111 | $213K | 0.0% | -6.1% | 0.068% | |
| 2/3/2026 | Retirement Planning Group LLC | 9,960 | $681K | 0.0% | -1.8% | 0.219% | |
| 2/2/2026 | Truist Financial Corp | 48,193 | $3.30M | 0.0% | +10.0% | 1.059% | |
| 2/2/2026 | Benjamin Edwards Inc. | 26,908 | $1.84M | 0.0% | +1.7% | 0.591% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 3,358 | $230K | 0.0% | -20.4% | 0.074% | |
| 1/29/2026 | UBS Group AG | 50,226 | $3.43M | 0.0% | -8.7% | 1.092% | |
| 1/21/2026 | Sound Income Strategies LLC | 1,699 | $121K | 0.0% | N/A | 0.037% | |
| 1/15/2026 | Nilsine Partners LLC | 9,464 | $647K | 0.1% | -2.1% | 0.210% | |
| 1/13/2026 | CoreCap Advisors LLC | 1,522 | $104K | 0.0% | -30.9% | 0.034% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 4,108 | $291K | 0.0% | N/A | 0.092% | |
| 1/1/2026 | JPMorgan Chase & Co. | 58,338 | $3.98M | 0.0% | -1.1% | 1.228% | |
| 12/2/2025 | IFP Advisors Inc | 2,163 | $147K | 0.0% | -20.4% | 0.046% | |
| 11/18/2025 | Advisory Services Network LLC | 2,671 | $182K | 0.0% | N/A | 0.056% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 6,242 | $426K | 0.0% | -11.2% | 0.131% | |
| 11/17/2025 | Susquehanna International Group LLP | 10,969 | $748K | 0.0% | -75.7% | 0.231% | |
| 11/17/2025 | Qube Research & Technologies Ltd | 23,029 | $1.57M | 0.0% | -5.4% | 0.485% | |
| 11/17/2025 | Bank of America Corp DE | 135,804 | $9.27M | 0.0% | -1.6% | 2.859% | |
| 11/17/2025 | Ameriprise Financial Inc. | 37,804 | $2.58M | 0.0% | -4.3% | 0.796% | |
| 11/14/2025 | Creative Planning | 4,995 | $341K | 0.0% | +5.9% | 0.105% | |
| 11/14/2025 | Raymond James Financial Inc. | 256,240 | $17.48M | 0.0% | +13.3% | 5.395% | |
| 11/14/2025 | PGIM Custom Harvest LLC | 16,139 | $1.10M | 0.0% | +6.8% | 0.340% | |
| 11/14/2025 | Two Sigma Investments LP | 3,300 | $225K | 0.0% | N/A | 0.069% | |
| 11/13/2025 | UBS Group AG | 55,003 | $3.75M | 0.0% | -7.8% | 1.158% | |
| 11/12/2025 | RPg Family Wealth Advisory LLC | 10,189 | $695K | 0.2% | -4.0% | 0.215% | |
| 11/10/2025 | MAI Capital Management | 5,473 | $373K | 0.0% | -6.6% | 0.115% | |
| 11/7/2025 | Founders Financial Alliance LLC | 3,140 | $214K | 0.0% | +37.1% | 0.066% | |
| 11/7/2025 | JPMorgan Chase & Co. | 58,338 | $3.98M | 0.0% | -1.1% | 1.228% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 4,607 | $314K | 0.0% | +12.8% | 0.097% | |
| 11/6/2025 | Navellier & Associates Inc. | 22,913 | $1.56M | 0.2% | N/A | 0.482% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 21,506 | $1.47M | 0.0% | +5.6% | 0.443% | |
| 11/4/2025 | Jones Financial Companies Lllp | 5,280 | $362K | 0.0% | +54.8% | 0.109% | |
| 11/3/2025 | MTM Investment Management LLC | 8,523 | $581K | 0.2% | -1.8% | 0.176% | |
| 11/3/2025 | Capital Wealth Alliance LLC | 3,988 | $272K | 0.1% | -35.6% | 0.082% | |
| 11/3/2025 | Truist Financial Corp | 43,802 | $2.99M | 0.0% | -4.1% | 0.903% | |
| 11/3/2025 | Paragon Private Wealth Management LLC | 37,529 | $2.56M | 0.8% | -6.2% | 0.774% | |
| 10/30/2025 | IronBridge Private Wealth LLC | 70,303 | $4.80M | 1.5% | N/A | 1.450% | |
| 10/27/2025 | Stephens Inc. AR | 13,998 | $955K | 0.0% | +2.4% | 0.289% | |
| 10/23/2025 | Benjamin Edwards Inc. | 26,461 | $1.81M | 0.0% | N/A | 0.546% | |
| 10/23/2025 | CX Institutional | 3,543 | $242K | 0.0% | +15.1% | 0.073% | |
| 10/22/2025 | CoreCap Advisors LLC | 2,202 | $150K | 0.0% | -28.8% | 0.045% | |
| 10/10/2025 | Natural Investments LLC | 2,054 | $140K | 0.0% | N/A | 0.042% | |
| 10/9/2025 | TradeWell Securities LLC. | 24,880 | $1.70M | 0.7% | +10.1% | 0.513% | |
| 10/6/2025 | Nilsine Partners LLC | 9,670 | $660K | 0.1% | -64.7% | 0.199% | |
| 9/25/2025 | TradeWell Securities LLC. | 22,604 | $1.43M | 0.7% | +6.2% | 0.457% | |
| 9/4/2025 | Osaic Holdings Inc. | 42,749 | $2.71M | 0.0% | +11.3% | 0.864% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 35,899 | $2.28M | 0.1% | +155.1% | 0.725% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 4,123 | $262K | 0.0% | -17.5% | 0.083% | |
| 8/15/2025 | MML Investors Services LLC | 13,328 | $846K | 0.0% | -42.6% | 0.269% | |
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| 8/15/2025 | BNP Paribas Financial Markets | 50,000 | $3.17M | 0.0% | N/A | 1.010% | |
| 8/15/2025 | Bank of America Corp DE | 138,046 | $8.76M | 0.0% | -39.7% | 2.789% | |
| 8/15/2025 | Ameriprise Financial Inc. | 39,495 | $2.51M | 0.0% | -40.7% | 0.798% | |
| 8/14/2025 | Raymond James Financial Inc. | 226,113 | $14.35M | 0.0% | -52.0% | 4.568% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 24,355 | $1.55M | 0.0% | -12.8% | 0.492% | |
| 8/13/2025 | PGIM Custom Harvest LLC | 15,111 | $959K | 0.0% | -94.1% | 0.305% | |
| 8/13/2025 | StoneX Group Inc. | 3,415 | $217K | 0.0% | N/A | 0.069% | |
| 8/13/2025 | Flow Traders U.S. LLC | 15,760 | $1M | 0.0% | -51.6% | 0.318% | |
| 8/13/2025 | Baird Financial Group Inc. | 18,755 | $1.19M | 0.0% | -35.7% | 0.379% | |
| 8/13/2025 | RPg Family Wealth Advisory LLC | 10,615 | $673K | 0.2% | -1.4% | 0.214% | |