| 5/18/2026 | Royal Bank of Canada | 5,422 | $1.52M | 0.0% | +2.2% | 1.023% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 4,280 | $1.20M | 0.0% | +42.2% | 0.808% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 904 | $253K | 0.0% | +22.7% | 0.171% | |
| 5/1/2026 | Fifth Third Bancorp | 121 | $34K | 0.0% | N/A | 0.023% | |
| 4/30/2026 | Kestra Advisory Services LLC | 3,027 | $848K | 0.0% | -2.9% | 0.571% | |
| 4/17/2026 | AdvisorNet Financial Inc | 200 | $56K | 0.0% | -58.8% | 0.037% | |
| 2/17/2026 | Osaic Holdings Inc. | 2,359 | $689K | 0.0% | -6.5% | 0.421% | |
| 2/17/2026 | Royal Bank of Canada | 5,307 | $1.55M | 0.0% | +2.4% | 0.948% | |
| 2/16/2026 | Mariner LLC | 22,161 | $6.47M | 0.0% | +48.0% | 3.957% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,118 | $911K | 0.0% | +10.6% | 0.557% | |
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| 2/12/2026 | Steward Partners Investment Advisory LLC | 24,150 | $7.05M | 0.0% | +0.9% | 4.313% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 3,009 | $879K | 0.1% | -5.2% | 0.537% | |
| 2/11/2026 | LPL Financial LLC | 101,932 | $29.77M | 0.0% | +12.0% | 18.202% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 1,099 | $321K | 0.0% | +10.6% | 0.196% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 33,300 | $9.73M | 0.0% | +150.4% | 5.946% | |
| 2/10/2026 | Root Financial Partners LLC | 218 | $64K | 0.0% | N/A | 0.039% | |
| 2/6/2026 | IFP Advisors Inc | 2,908 | $849K | 0.0% | -4.9% | 0.519% | |
| 2/5/2026 | PAX Financial Group LLC | 4,346 | $1.27M | 0.2% | N/A | 0.776% | |
| 1/27/2026 | Berkshire Money Management Inc. | 994 | $290K | 0.0% | N/A | 0.174% | |
| 1/23/2026 | Optima Capital LLC | 275 | $80K | 0.0% | N/A | 0.039% | |
| 1/21/2026 | Ethos Capital Management Inc. | 5,861 | $1.71M | 1.6% | N/A | 0.837% | |
| 1/15/2026 | Professional Financial Advisors LLC | 20,350 | $5.94M | 1.2% | +3.4% | 3.634% | |
| 1/14/2026 | Centurion Wealth Management LLC | 1,772 | $518K | 0.1% | +2.0% | 0.316% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 9,017 | $2.68M | 0.0% | +1.1% | 1.610% | |
| 12/2/2025 | IFP Advisors Inc | 3,061 | $874K | 0.0% | -19.3% | 0.589% | |
| 11/17/2025 | Susquehanna International Group LLP | 970 | $277K | 0.0% | -7.5% | 0.187% | |
| 11/17/2025 | Mariner LLC | 14,973 | $4.28M | 0.0% | +4.8% | 2.879% | |
| 11/17/2025 | Citadel Advisors LLC | 6,960 | $1.99M | 0.0% | +385.0% | 1.338% | |
| 11/17/2025 | Bank of America Corp DE | 5,034 | $1.44M | 0.0% | -3.2% | 0.968% | |
| 11/13/2025 | Baltimore Washington Financial Advisors Inc. | 67,755 | $19.36M | 0.8% | +5.2% | 13.030% | |
| 11/12/2025 | Level Four Advisory Services LLC | 1,131 | $323K | 0.0% | -14.7% | 0.218% | |
| 11/6/2025 | Western Wealth Management LLC | 8,325 | $2.38M | 0.1% | -2.4% | 1.601% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 924 | $264K | 0.0% | N/A | 0.178% | |
| 10/28/2025 | Professional Financial Advisors LLC | 19,680 | $5.62M | 1.2% | +3.6% | 3.713% | |
| 10/10/2025 | Sharkey Howes & Javer | 952 | $272K | 0.0% | -72.8% | 0.183% | |
| 9/4/2025 | Osaic Holdings Inc. | 2,024 | $540K | 0.0% | -11.5% | 0.382% | |
| 8/15/2025 | Bank of America Corp DE | 5,202 | $1.39M | 0.0% | -2.3% | 0.982% | |
| 8/14/2025 | Jane Street Group LLC | 6,728 | $1.79M | 0.0% | +100.4% | 1.269% | |
| 8/14/2025 | Raymond James Financial Inc. | 4,332 | $1.16M | 0.0% | -24.5% | 0.817% | |
| 8/13/2025 | Flow Traders U.S. LLC | 954 | $254K | 0.0% | N/A | 0.180% | |
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| 8/13/2025 | Gateway Wealth Partners LLC | 3,403 | $907K | 0.2% | -6.6% | 0.642% | |
| 8/13/2025 | Baltimore Washington Financial Advisors Inc. | 64,409 | $17.17M | 0.8% | +3.1% | 12.153% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 23,698 | $6.32M | 0.0% | +12.4% | 4.471% | |
| 8/11/2025 | Western Wealth Management LLC | 8,527 | $2.27M | 0.1% | -6.6% | 1.550% | |
| 7/24/2025 | IFP Advisors Inc | 3,795 | $1.01M | 0.0% | +20.4% | 0.690% | |
| 7/22/2025 | Berkshire Money Management Inc. | 1,136 | $303K | 0.0% | -28.5% | 0.207% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 8,943 | $2.40M | 0.0% | +59.9% | 1.626% | |
| 7/10/2025 | Sharkey Howes & Javer | 3,503 | $934K | 0.1% | -8.0% | 0.637% | |
| 7/10/2025 | Professional Financial Advisors LLC | 18,998 | $5.07M | 1.2% | +1.5% | 3.454% | |
| 7/7/2025 | Centurion Wealth Management LLC | 1,733 | $462K | 0.1% | +22.0% | 0.315% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 13,323 | $3.21M | 0.0% | +484.9% | 2.422% | |
| 5/19/2025 | Jane Street Group LLC | 3,357 | $809K | 0.0% | N/A | 0.589% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 13,323 | $3.21M | 0.0% | +484.9% | 2.337% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 21,090 | $5.08M | 0.0% | +22.3% | 3.700% | |
| 5/7/2025 | LPL Financial LLC | 104,724 | $25.23M | 0.0% | -20.7% | 18.056% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 3,643 | $878K | 0.2% | +5.2% | 0.628% | |
| 4/30/2025 | Sharkey Howes & Javer | 3,809 | $918K | 0.1% | +7.4% | 0.657% | |
| 4/23/2025 | Berkshire Money Management Inc. | 1,588 | $383K | 0.0% | -9.8% | 0.274% | |
| 4/23/2025 | Professional Financial Advisors LLC | 18,709 | $4.51M | 1.1% | +1.5% | 3.226% | |
| 4/22/2025 | Aspire Capital Advisors LLC | 1,250 | $301K | 0.1% | N/A | 0.216% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 5,594 | $1.35M | 0.0% | -22.5% | 0.964% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,219 | $1.88M | 0.0% | +1.7% | 1.245% | |
| 2/17/2025 | CoreCap Advisors LLC | 4,552 | $1.19M | 0.1% | +7.2% | 1.059% | |
| 2/17/2025 | Bank of America Corp DE | 5,373 | $1.40M | 0.0% | -4.3% | 1.250% | |
| 2/14/2025 | Comerica Bank | 121 | $31K | 0.0% | +77.9% | 0.028% | |
| 2/14/2025 | MGO One Seven LLC | 2,256 | $587K | 0.0% | +8.1% | 0.525% | |
| 2/13/2025 | Mariner LLC | 10,522 | $2.74M | 0.0% | N/A | 2.447% | |
| 2/13/2025 | Raymond James Financial Inc. | 4,546 | $1.18M | 0.0% | N/A | 1.057% | |
| 2/12/2025 | PAX Financial Group LLC | 4,504 | $1.17M | 0.2% | +63.7% | 1.047% | |
| 2/11/2025 | LPL Financial LLC | 132,093 | $34.38M | 0.0% | +60.8% | 30.719% | |
| 2/10/2025 | Centurion Wealth Management LLC | 1,420 | $370K | 0.1% | N/A | 0.330% | |
| 2/6/2025 | Raymond James Financial Inc. | 4,546 | $1.18M | 0.0% | N/A | 1.057% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 17,246 | $4.49M | 0.0% | +10.0% | 4.011% | |
| 2/5/2025 | Sharkey Howes & Javer | 3,548 | $924K | 0.1% | N/A | 0.825% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 780 | $203K | 0.0% | N/A | 0.181% | |
| 1/27/2025 | Berkshire Money Management Inc. | 1,761 | $458K | 0.0% | N/A | 0.410% | |
| 1/24/2025 | Baltimore Washington Financial Advisors Inc. | 59,251 | $15.42M | 0.8% | +24.6% | 13.779% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 3,462 | $901K | 0.2% | +8.2% | 0.805% | |
| 1/14/2025 | Professional Financial Advisors LLC | 18,429 | $4.80M | 1.2% | +7.9% | 4.286% | |
| 1/13/2025 | AdvisorNet Financial Inc | 485 | $126K | 0.0% | +61.1% | 0.113% | |
| 11/12/2024 | Baltimore Washington Financial Advisors Inc. | 47,567 | $11.98M | 0.6% | +6.4% | 11.062% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 3,200 | $806K | 0.2% | +34.7% | 0.744% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,100 | $1.79M | 0.0% | -8.8% | 1.651% | |
| 10/21/2024 | Castleview Partners LLC | 250 | $63K | 0.0% | +184.1% | 0.058% | |
| 10/10/2024 | Professional Financial Advisors LLC | 17,087 | $4.30M | 1.1% | +0.3% | 3.974% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 2,375 | $577K | 0.2% | +19.9% | 0.552% | |
| 7/31/2024 | Baltimore Washington Financial Advisors Inc. | 44,721 | $10.86M | 0.6% | +10.2% | 10.400% | |
| 7/30/2024 | International Assets Investment Management LLC | 240 | $58K | 0.0% | N/A | 0.056% | |
| 7/19/2024 | Western Wealth Management LLC | 9,080 | $2.21M | 0.2% | -1.0% | 2.112% | |
| 7/18/2024 | Professional Financial Advisors LLC | 17,044 | $4.14M | 1.1% | +1.0% | 3.964% | |
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| 7/12/2024 | Southland Equity Partners LLC | 2,248 | $546K | 0.2% | -3.4% | 0.523% | |
| 7/10/2024 | CWM LLC | 352 | $86K | 0.0% | -35.4% | 0.082% | |
| 5/8/2024 | Berkshire Money Management Inc. | 2,046 | $470K | 0.1% | N/A | 0.476% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 40,589 | $9.33M | 0.6% | +6.6% | 9.439% | |
| 5/6/2024 | VitalStone Financial LLC | 422 | $97K | 0.1% | -10.6% | 0.098% | |
| 4/25/2024 | Professional Financial Advisors LLC | 16,873 | $3.88M | 1.1% | -31.5% | 3.924% | |
| 4/24/2024 | Fulcrum Equity Management | 2,889 | $664K | 0.8% | N/A | 0.672% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 15,249 | $3.51M | 0.0% | +379.7% | 3.546% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 7,789 | $1.79M | 0.0% | -5.0% | 1.811% | |
| 4/12/2024 | Southland Equity Partners LLC | 2,326 | $535K | 0.2% | -2.6% | 0.517% | |
