| 5/19/2026 | Bank of America Corp DE | 225,696 | $9.89M | 0.0% | +1.9% | 3.527% | |
| 5/18/2026 | Royal Bank of Canada | 43,639 | $1.91M | 0.0% | +37.9% | 0.682% | |
| 5/8/2026 | Rice Partnership LLC | 11,458 | $502K | 0.1% | +4.7% | 0.179% | |
| 4/23/2026 | Comprehensive Money Management Services LLC | 4,785 | $210K | 0.1% | N/A | 0.075% | |
| 2/17/2026 | Osaic Holdings Inc. | 32,228 | $1.43M | 0.0% | -3.6% | 0.512% | |
| 2/17/2026 | Royal Bank of Canada | 31,637 | $1.40M | 0.0% | -10.5% | 0.502% | |
| 2/16/2026 | MML Investors Services LLC | 10,675 | $472K | 0.0% | -2.8% | 0.169% | |
| 2/16/2026 | Destination Wealth Management | 499,978 | $22.10M | 0.6% | +6.0% | 7.936% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,196 | $53K | 0.0% | N/A | 0.019% | |
| 2/13/2026 | Summit Financial LLC | 61,370 | $2.71M | 0.0% | -1.8% | 0.974% | |
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| 2/12/2026 | Jane Street Group LLC | 66,662 | $2.95M | 0.0% | +24.7% | 1.058% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 6,230 | $275K | 0.0% | -49.0% | 0.099% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 46,840 | $2.07M | 0.0% | +37.1% | 0.743% | |
| 2/11/2026 | LPL Financial LLC | 90,850 | $4.02M | 0.0% | +23.6% | 1.442% | |
| 2/11/2026 | JPMorgan Chase & Co. | 85,515 | $3.78M | 0.0% | +16.3% | 1.357% | |
| 2/10/2026 | Rice Partnership LLC | 10,946 | $484K | 0.1% | +18.4% | 0.174% | |
| 2/10/2026 | Godfrey Financial Associates Inc. | 1,314 | $58K | 0.0% | N/A | 0.021% | |
| 2/6/2026 | Global Retirement Partners LLC | 192,951 | $8.53M | 0.2% | +34.2% | 3.063% | |
| 2/6/2026 | Reliant Investment Partners LLC | 9,986 | $441K | 0.3% | +11.3% | 0.159% | |
| 1/29/2026 | UBS Group AG | 160,061 | $7.08M | 0.0% | +79.6% | 2.541% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 6,511 | $288K | 0.0% | -3.5% | 0.103% | |
| 1/27/2026 | PFG Advisors | 158,569 | $7.01M | 0.3% | -1.7% | 2.517% | |
| 1/27/2026 | 5T Wealth LLC | 24,874 | $1.10M | 0.4% | +2.0% | 0.395% | |
| 1/26/2026 | Phillips Financial Management LLC | 41,269 | $1.82M | 0.1% | +5.9% | 0.655% | |
| 1/23/2026 | Octavia Wealth Advisors LLC | 669,077 | $29.57M | 2.8% | +8.2% | 10.620% | |
| 1/21/2026 | Ethos Capital Management Inc. | 184,040 | $8.14M | 7.7% | N/A | 2.921% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 386,905 | $17.11M | 0.0% | -9.6% | 6.141% | |
| 1/1/2026 | JPMorgan Chase & Co. | 73,512 | $3.25M | 0.0% | -13.7% | 1.205% | |
| 11/17/2025 | Susquehanna International Group LLP | 23,329 | $1.03M | 0.0% | -50.5% | 0.382% | |
| 11/17/2025 | Mariner LLC | 1,172,918 | $51.85M | 0.1% | +0.3% | 19.228% | |
| 11/17/2025 | Destination Wealth Management | 471,820 | $20.86M | 0.6% | +3.2% | 7.735% | |
| 11/17/2025 | Bank of America Corp DE | 311,733 | $13.78M | 0.0% | +10.1% | 5.110% | |
| 11/14/2025 | Raymond James Financial Inc. | 56,373 | $2.49M | 0.0% | +40.4% | 0.924% | |
| 11/13/2025 | UBS Group AG | 89,131 | $3.94M | 0.0% | +91.9% | 1.461% | |
| 11/13/2025 | PFG Advisors | 161,306 | $7.13M | 0.3% | +4.5% | 2.644% | |
| 11/10/2025 | Rice Partnership LLC | 9,246 | $409K | 0.1% | +3.4% | 0.152% | |
| 11/7/2025 | JPMorgan Chase & Co. | 73,512 | $3.25M | 0.0% | -13.7% | 1.205% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 20,776 | $918K | 0.0% | +48.6% | 0.341% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 428,199 | $18.90M | 0.0% | -6.2% | 7.020% | |
| 10/28/2025 | Octavia Wealth Advisors LLC | 618,442 | $27.34M | 2.7% | +6.4% | 10.138% | |
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| 10/28/2025 | First National Corp MA ADV | 255,724 | $11.29M | 2.1% | -1.5% | 4.192% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 6,747 | $298K | 0.0% | -7.6% | 0.111% | |
| 10/24/2025 | Phillips Financial Management LLC | 38,975 | $1.72M | 0.1% | -1.2% | 0.639% | |
| 10/21/2025 | Global Retirement Partners LLC | 143,786 | $6.36M | 0.1% | +10.5% | 2.357% | |
| 10/17/2025 | 5T Wealth LLC | 24,388 | $1.08M | 0.5% | +65.4% | 0.400% | |
| 9/4/2025 | Osaic Holdings Inc. | 29,082 | $1.27M | 0.0% | +23.1% | 0.501% | |
| 8/15/2025 | Chapman Financial Group LLC | 2,257 | $98K | 0.1% | N/A | 0.039% | |
| 8/15/2025 | Bank of America Corp DE | 283,154 | $12.35M | 0.0% | +3.9% | 4.882% | |
| 8/14/2025 | Jane Street Group LLC | 114,349 | $4.99M | 0.0% | +261.8% | 1.972% | |
| 8/14/2025 | Raymond James Financial Inc. | 40,155 | $1.75M | 0.0% | +80.1% | 0.692% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 19,948 | $870K | 0.0% | +31.7% | 0.344% | |
| 8/12/2025 | Global Retirement Partners LLC | 130,133 | $5.68M | 0.1% | N/A | 2.244% | |
| 8/12/2025 | JPMorgan Chase & Co. | 85,187 | $3.72M | 0.0% | +27.8% | 1.469% | |
| 8/7/2025 | PFG Advisors | 154,342 | $6.73M | 0.2% | -0.2% | 2.661% | |
| 8/6/2025 | Cannon Financial Strategists Inc. | 26,554 | $1.16M | 0.2% | -6.9% | 0.458% | |
| 8/5/2025 | 5T Wealth LLC | 14,743 | $643K | 0.3% | +106.5% | 0.254% | |
| 7/30/2025 | Phillips Financial Management LLC | 39,457 | $1.72M | 0.1% | -3.9% | 0.680% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 7,298 | $318K | 0.0% | -52.0% | 0.126% | |
| 7/24/2025 | Rice Partnership LLC | 8,938 | $390K | 0.1% | +3.8% | 0.154% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 581,061 | $25.35M | 2.9% | +19.9% | 10.018% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 456,727 | $19.77M | 0.0% | -3.4% | 7.875% | |
| 7/8/2025 | First National Corp MA ADV | 259,691 | $11.33M | 2.3% | N/A | 4.477% | |
| 5/21/2025 | Reliant Investment Partners LLC | 8,994 | $390K | 0.4% | -3.9% | 0.158% | |
| 5/19/2025 | Jane Street Group LLC | 31,604 | $1.37M | 0.0% | +59.4% | 0.554% | |
| 5/15/2025 | Royal Bank of Canada | 50,156 | $2.18M | 0.0% | +119.7% | 0.880% | |
| 5/15/2025 | OLD Mission Capital LLC | 6,472 | $281K | 0.0% | N/A | 0.114% | |
| 5/9/2025 | WealthShield Partners LLC | 1,110 | $48K | 0.0% | +100.0% | 0.019% | |
| 5/8/2025 | Eastern Bank | 1,008 | $44K | 0.0% | N/A | 0.018% | |
| 5/7/2025 | LPL Financial LLC | 70,143 | $3.04M | 0.0% | -14.2% | 1.231% | |
| 5/6/2025 | PFG Advisors | 154,577 | $6.71M | 0.4% | +0.9% | 2.712% | |
| 5/5/2025 | Cannon Financial Strategists Inc. | 28,531 | $1.24M | 0.2% | -8.6% | 0.501% | |
| 4/30/2025 | Phillips Financial Management LLC | 41,072 | $1.78M | 0.1% | -6.3% | 0.721% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 13,882 | $602K | 0.0% | +2.2% | 0.262% | |
| 4/22/2025 | 5T Wealth LLC | 7,141 | $310K | 0.2% | -15.0% | 0.135% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 472,792 | $20.52M | 0.0% | -4.9% | 8.921% | |
| 4/15/2025 | Charis Legacy Partners LLC | 7,100 | $308K | 0.6% | N/A | 0.134% | |
| 4/14/2025 | Octavia Wealth Advisors LLC | 484,701 | $21.04M | 2.6% | +124.1% | 9.145% | |
| 4/9/2025 | NBC Securities Inc. | 900 | $39K | 0.0% | N/A | 0.017% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 497,167 | $21.10M | 0.0% | +4,055.5% | 9.207% | |
| 2/17/2025 | Chapman Financial Group LLC | 2,257 | $96K | 0.1% | N/A | 0.055% | |
| 2/17/2025 | Bank of America Corp DE | 207,336 | $8.80M | 0.0% | +23.6% | 5.057% | |
| 2/14/2025 | Jane Street Group LLC | 19,830 | $842K | 0.0% | -55.5% | 0.484% | |
| 2/13/2025 | Mariner LLC | 1,148,662 | $48.75M | 0.1% | +3.2% | 28.016% | |
| 2/13/2025 | Raymond James Financial Inc. | 13,594 | $577K | 0.0% | N/A | 0.332% | |
| 2/13/2025 | Bank of Montreal Can | 5,087 | $216K | 0.0% | -14.3% | 0.124% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 13,584 | $577K | 0.0% | -12.6% | 0.331% | |
| 2/12/2025 | Howe & Rusling Inc. | 1,362 | $58K | 0.0% | N/A | 0.033% | |
| 2/12/2025 | JPMorgan Chase & Co. | 60,668 | $2.58M | 0.0% | +179.4% | 1.480% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 36,393 | $1.55M | 0.0% | N/A | 0.888% | |
| 2/11/2025 | LPL Financial LLC | 81,793 | $3.47M | 0.0% | -24.5% | 1.995% | |
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| 2/11/2025 | TAP Consulting LLC | 123,812 | $5.26M | 1.1% | +1.8% | 3.020% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 9,069 | $385K | 0.0% | -27.9% | 0.221% | |
| 2/10/2025 | Phillips Financial Management LLC | 43,820 | $1.86M | 0.1% | -4.4% | 1.069% | |
| 2/7/2025 | PFG Advisors | 153,267 | $6.51M | 0.4% | +5.7% | 3.738% | |
| 2/7/2025 | Destination Wealth Management | 435,400 | $18.48M | 0.6% | +1.5% | 10.620% | |
| 2/6/2025 | Raymond James Financial Inc. | 13,594 | $577K | 0.0% | N/A | 0.332% | |
| 2/5/2025 | Spectrum Wealth Counsel LLC | 11,230 | $477K | 0.1% | +10.7% | 0.274% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 15,316 | $650K | 0.0% | +29.3% | 0.374% | |
| 2/3/2025 | Cannon Financial Strategists Inc. | 31,211 | $1.33M | 0.2% | +11.8% | 0.761% | |
| 1/31/2025 | Global Retirement Partners LLC | 162,571 | $6.90M | 0.2% | N/A | 3.965% | |
