| 7/10/2026 | Wealthcare Advisory Partners LLC | 309,093 | $14.40M | 0.3% | +3.9% | 2.972% | |
| 7/9/2026 | Professional Financial Advisors LLC | 258,504 | $12.05M | 2.1% | +8.7% | 2.486% | |
| 7/7/2026 | Fermata Advisors LLC | 51,793 | $2.41M | 0.5% | -2.7% | 0.498% | |
| 6/3/2026 | NewEdge Advisors LLC | 5,556 | $245K | 0.0% | +11.5% | 0.052% | |
| 5/19/2026 | NewEdge Advisors LLC | 5,556 | $245K | 0.0% | +11.5% | 0.052% | |
| 5/6/2026 | SteelPeak Wealth LLC | 6,220 | $274K | 0.0% | N/A | 0.059% | |
| 5/1/2026 | 46 Peaks LLC | 281,364 | $12.38M | 9.0% | +2.3% | 2.654% | |
| 4/30/2026 | Kestra Advisory Services LLC | 26,348 | $1.16M | 0.0% | +1.9% | 0.249% | |
| 4/21/2026 | WJ Interests LLC | 686,660 | $30.22M | 11.6% | +3.7% | 6.478% | |
| 4/17/2026 | Halbert Hargrove Global Advisors LLC | 3,120,693 | $137.34M | 6.6% | +0.0% | 29.441% | |
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| 3/4/2026 | Stenger Family Office LLC | 950,297 | $41.90M | 8.7% | +10.4% | 9.050% | |
| 2/26/2026 | 46 Peaks LLC | 275,151 | $12.13M | 8.9% | N/A | 2.620% | |
| 2/18/2026 | NewEdge Advisors LLC | 4,984 | $220K | 0.0% | +5.1% | 0.047% | |
| 2/18/2026 | IHT Wealth Management LLC | 14,259 | $675K | 0.0% | N/A | 0.136% | |
| 2/17/2026 | AQR Capital Management LLC | 64,529 | $2.85M | 0.0% | +15.5% | 0.615% | |
| 2/17/2026 | Osaic Holdings Inc. | 19,571 | $863K | 0.0% | +214.3% | 0.186% | |
| 2/17/2026 | Royal Bank of Canada | 1,037 | $46K | 0.0% | N/A | 0.010% | |
| 2/16/2026 | Mariner LLC | 7,907 | $349K | 0.0% | N/A | 0.075% | |
| 2/13/2026 | Kestra Advisory Services LLC | 25,861 | $1.14M | 0.0% | +1.0% | 0.246% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 19,309 | $851K | 0.0% | -3.9% | 0.184% | |
| 2/11/2026 | LPL Financial LLC | 121,055 | $5.34M | 0.0% | -39.4% | 1.153% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 1,509 | $67K | 0.0% | +140.3% | 0.014% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 19,019 | $839K | 0.1% | N/A | 0.181% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 46,473 | $2.05M | 0.0% | +7,300.2% | 0.443% | |
| 1/26/2026 | CWM LLC | 890,387 | $39.26M | 0.1% | +1.9% | 8.645% | |
| 1/26/2026 | WJ Interests LLC | 662,297 | $29.20M | 12.6% | -5.7% | 6.430% | |
| 1/23/2026 | Halbert Hargrove Global Advisors LLC | 3,119,691 | $137.55M | 6.5% | -0.1% | 30.288% | |
| 1/21/2026 | Leading Edge Financial Planning LLC | 23,251 | $1.03M | 0.2% | +2.0% | 0.226% | |
| 1/15/2026 | Professional Financial Advisors LLC | 271,558 | $11.97M | 2.4% | +2.4% | 2.636% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 296,301 | $13.06M | 0.3% | +2.6% | 2.877% | |
| 1/14/2026 | Accurate Wealth Management LLC | 5,523 | $250K | 0.0% | -8.0% | 0.054% | |
| 1/8/2026 | Fermata Advisors LLC | 55,063 | $2.43M | 0.6% | +10.8% | 0.542% | |
| 1/1/2026 | JPMorgan Chase & Co. | 12,699 | $543K | 0.0% | N/A | 0.125% | |
| 11/17/2025 | NewEdge Advisors LLC | 4,740 | $203K | 0.0% | -28.9% | 0.047% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 628 | $27K | 0.0% | N/A | 0.006% | |
| 11/12/2025 | Leading Edge Financial Planning LLC | 22,796 | $975K | 0.2% | -6.5% | 0.225% | |
| 11/10/2025 | OneDigital Investment Advisors LLC | 482,339 | $20.62M | 0.2% | -7.9% | 4.752% | |
| 11/7/2025 | Wealthcare Advisory Partners LLC | 288,730 | $12.34M | 0.3% | +2.4% | 2.845% | |
| 11/7/2025 | JPMorgan Chase & Co. | 12,699 | $543K | 0.0% | N/A | 0.125% | |
| 11/3/2025 | SYM FINANCIAL Corp | 2,430,454 | $103.90M | 11.1% | +1.7% | 23.945% | |
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| 10/29/2025 | Stenger Family Office LLC | 860,443 | $36.78M | 6.8% | +8.1% | 8.477% | |
| 10/28/2025 | Professional Financial Advisors LLC | 265,160 | $11.34M | 2.4% | +5.6% | 2.612% | |
| 10/20/2025 | Accurate Wealth Management LLC | 6,001 | $259K | 0.0% | -4.2% | 0.059% | |
| 10/20/2025 | WJ Interests LLC | 702,092 | $30.01M | 12.1% | -3.6% | 6.917% | |
| 10/16/2025 | Halbert Hargrove Global Advisors LLC | 3,123,131 | $133.51M | 6.5% | -0.8% | 30.770% | |
| 10/15/2025 | CWM LLC | 873,984 | $37.36M | 0.1% | +12.5% | 8.611% | |
| 10/9/2025 | Fermata Advisors LLC | 49,711 | $2.13M | 0.5% | +8.8% | 0.490% | |
| 8/27/2025 | Barnes Wealth Management Group Inc | 5,146 | $211K | 0.1% | N/A | 0.051% | |
| 8/14/2025 | Jane Street Group LLC | 117,405 | $4.81M | 0.0% | +192.7% | 1.162% | |
| 8/14/2025 | NewEdge Advisors LLC | 6,667 | $273K | 0.0% | -24.3% | 0.066% | |
| 8/13/2025 | Stenger Family Office LLC | 795,769 | $32.62M | 7.4% | N/A | 7.879% | |
| 8/1/2025 | SYM FINANCIAL Corp | 2,388,724 | $97.91M | 11.0% | +0.3% | 24.007% | |
| 7/25/2025 | CWM LLC | 776,545 | $31.83M | 0.1% | +5.1% | 7.804% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 281,979 | $11.56M | 0.3% | -0.4% | 2.834% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 3,147,199 | $129.00M | 6.7% | +0.2% | 31.630% | |
| 7/16/2025 | Leading Edge Financial Planning LLC | 24,380 | $997K | 0.3% | +5.1% | 0.245% | |
| 7/15/2025 | Accurate Wealth Management LLC | 6,265 | $257K | 0.0% | -22.0% | 0.063% | |
| 7/10/2025 | Professional Financial Advisors LLC | 251,005 | $10.29M | 2.4% | +5.7% | 2.523% | |
| 7/9/2025 | Fermata Advisors LLC | 45,681 | $1.87M | 0.5% | +26.5% | 0.459% | |
| 5/19/2025 | Jane Street Group LLC | 40,108 | $1.52M | 0.0% | -59.9% | 0.411% | |
| 5/16/2025 | NewEdge Advisors LLC | 8,811 | $335K | 0.0% | -13.7% | 0.090% | |
| 5/16/2025 | AQR Capital Management LLC | 59,116 | $2.25M | 0.0% | +12.4% | 0.606% | |
| 5/14/2025 | Kestra Advisory Services LLC | 23,969 | $910K | 0.0% | +61.7% | 0.246% | |
| 5/7/2025 | LPL Financial LLC | 49,562 | $1.88M | 0.0% | +21.1% | 0.508% | |
| 5/6/2025 | SYM FINANCIAL Corp | 2,382,158 | $90.47M | 11.1% | +0.6% | 24.432% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 5,707 | $217K | 0.0% | -12.4% | 0.059% | |
| 5/1/2025 | CWM LLC | 739,087 | $28.07M | 0.1% | +2.5% | 7.580% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 524,632 | $19.93M | 0.2% | +6.0% | 5.381% | |
| 4/23/2025 | Leading Edge Financial Planning LLC | 23,192 | $882K | 0.3% | +1.4% | 0.238% | |
| 4/23/2025 | Professional Financial Advisors LLC | 237,535 | $9.02M | 2.3% | +8.1% | 2.436% | |
| 4/21/2025 | WJ Interests LLC | 747,918 | $28.41M | 13.2% | +5.5% | 7.671% | |
| 4/18/2025 | Halbert Hargrove Global Advisors LLC | 3,141,165 | $119.30M | 6.7% | +0.5% | 32.217% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,029 | $343K | 0.0% | -20.4% | 0.093% | |
| 4/15/2025 | Accurate Wealth Management LLC | 8,034 | $292K | 0.1% | -83.0% | 0.082% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 283,209 | $10.76M | 0.3% | +1.3% | 2.905% | |
| 4/14/2025 | Farther Finance Advisors LLC | 703 | $27K | 0.0% | N/A | 0.007% | |
| 4/10/2025 | Fermata Advisors LLC | 36,110 | $1.37M | 0.2% | +2.1% | 0.370% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 11,342 | $398K | 0.0% | N/A | 0.118% | |
| 2/14/2025 | Jane Street Group LLC | 100,000 | $3.51M | 0.0% | +329.3% | 1.130% | |
| 2/14/2025 | IHT Wealth Management LLC | 8,780 | $308K | 0.0% | -62.2% | 0.099% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 494,952 | $17.39M | 0.2% | +4.2% | 5.593% | |
| 2/13/2025 | NewEdge Advisors LLC | 10,213 | $359K | 0.0% | N/A | 0.115% | |
| 2/11/2025 | LPL Financial LLC | 40,920 | $1.44M | 0.0% | +17.5% | 0.462% | |
| 2/5/2025 | Halbert Hargrove Global Advisors LLC | 3,125,795 | $109.81M | 6.1% | +3.1% | 35.320% | |
| 1/24/2025 | Leading Edge Financial Planning LLC | 22,865 | $808K | 0.3% | +1.8% | 0.258% | |
| 1/24/2025 | SYM FINANCIAL Corp | 2,367,658 | $83.18M | 10.8% | +7.1% | 26.753% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 279,579 | $9.82M | 0.3% | +15.3% | 3.159% | |
| 1/15/2025 | Morton Capital Management LLC CA | 13,618 | $478K | 0.1% | -19.0% | 0.154% | |
| 1/15/2025 | Fermata Advisors LLC | 35,370 | $1.24M | 0.2% | -4.8% | 0.400% | |
| 1/14/2025 | Accurate Wealth Management LLC | 47,179 | $1.63M | 0.3% | -4.7% | 0.533% | |
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| 1/14/2025 | Professional Financial Advisors LLC | 219,711 | $7.72M | 2.0% | +4.0% | 2.483% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,735 | $147K | 0.0% | N/A | 0.042% | |
| 11/15/2024 | Jane Street Group LLC | 23,295 | $914K | 0.0% | -48.4% | 0.263% | |
| 11/15/2024 | SYM FINANCIAL Corp | 2,210,867 | $86.74M | 11.6% | +1.3% | 24.982% | |
| 11/15/2024 | IHT Wealth Management LLC | 23,257 | $857K | 0.0% | +5.1% | 0.263% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 475,167 | $18.64M | 0.2% | +4.0% | 5.369% | |
| 10/23/2024 | Leading Edge Financial Planning LLC | 22,467 | $881K | 0.3% | -3.6% | 0.254% | |
| 10/21/2024 | WJ Interests LLC | 709,108 | $27.82M | 12.3% | -3.1% | 8.013% | |
| 10/18/2024 | Accurate Wealth Management LLC | 49,521 | $1.87M | 0.4% | +61.9% | 0.560% | |
| 10/16/2024 | Halbert Hargrove Global Advisors LLC | 3,032,083 | $118.96M | 6.5% | +1.3% | 34.261% | |