| 5/18/2026 | Royal Bank of Canada | 12,892 | $1.19M | 0.0% | +0.8% | 2.528% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 6,298 | $583K | 0.0% | +106.4% | 1.235% | |
| 5/13/2026 | Cetera Investment Advisers | 58,028 | $5.37M | 0.0% | +12.7% | 11.378% | |
| 5/6/2026 | Main Street Group LTD | 300 | $28K | 0.0% | N/A | 0.059% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 2,382 | $221K | 0.0% | -10.9% | 0.467% | |
| 4/30/2026 | Kestra Advisory Services LLC | 2,650 | $245K | 0.0% | +18.0% | 0.520% | |
| 4/29/2026 | Montz Harcus Wealth Management LLC | 10,698 | $991K | 0.4% | +12.1% | 2.098% | |
| 2/17/2026 | Cetera Investment Advisers | 51,475 | $4.65M | 0.0% | +14.2% | 10.093% | |
| 2/17/2026 | Osaic Holdings Inc. | 10,391 | $939K | 0.0% | -7.1% | 2.037% | |
| 2/17/2026 | Royal Bank of Canada | 12,790 | $1.16M | 0.0% | +1.3% | 2.508% | |
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| 2/16/2026 | MML Investors Services LLC | 3,116 | $281K | 0.0% | +6.1% | 0.611% | |
| 2/13/2026 | CreativeOne Wealth LLC | 2,262 | $204K | 0.0% | -15.5% | 0.444% | |
| 2/13/2026 | Itau Unibanco Holding S.A. | 46,330 | $4.19M | 0.1% | +85.5% | 9.084% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 3,462 | $313K | 0.0% | N/A | 0.679% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 2,278 | $206K | 0.0% | -8.1% | 0.447% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 4,191 | $379K | 0.0% | -22.5% | 0.822% | |
| 2/11/2026 | LPL Financial LLC | 20,610 | $1.86M | 0.0% | +4.0% | 4.041% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 2,827 | $255K | 0.0% | +17.9% | 0.554% | |
| 2/4/2026 | Brio Consultants LLC | 6,999 | $632K | 0.1% | +27.2% | 1.321% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 2,674 | $242K | 0.0% | -17.2% | 0.505% | |
| 1/26/2026 | Independent Wealth Network Inc. | 4,598 | $415K | 0.1% | +12.5% | 0.868% | |
| 1/22/2026 | Montz Harcus Wealth Management LLC | 9,542 | $862K | 0.3% | +4.6% | 1.800% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 495 | $45K | 0.0% | N/A | 0.093% | |
| 1/13/2026 | LongView Wealth Management | 2,410 | $220K | 0.1% | +7.8% | 0.455% | |
| 1/12/2026 | CVA Family Office LLC | 1,306 | $118K | 0.0% | -11.8% | 0.246% | |
| 11/17/2025 | Susquehanna International Group LLP | 3,239 | $300K | 0.0% | +6.7% | 0.578% | |
| 11/17/2025 | Citadel Advisors LLC | 3,354 | $311K | 0.0% | -52.2% | 0.599% | |
| 11/14/2025 | Raymond James Financial Inc. | 3,918 | $363K | 0.0% | -73.2% | 0.700% | |
| 11/14/2025 | Virtu Financial LLC | 20,358 | $1.89M | 0.1% | N/A | 3.635% | |
| 11/13/2025 | CreativeOne Wealth LLC | 2,676 | $248K | 0.0% | -13.8% | 0.478% | |
| 11/7/2025 | Main Street Group LTD | 295 | $27K | 0.0% | -29.8% | 0.053% | |
| 11/6/2025 | CENTRAL TRUST Co | 567 | $53K | 0.0% | -55.1% | 0.101% | |
| 11/5/2025 | J.W. Cole Advisors Inc. | 2,397 | $222K | 0.0% | N/A | 0.428% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 6,844 | $634K | 0.0% | +17.4% | 1.222% | |
| 10/21/2025 | Global Retirement Partners LLC | 600 | $56K | 0.0% | +500.0% | 0.107% | |
| 10/20/2025 | Montz Harcus Wealth Management LLC | 9,120 | $845K | 0.4% | +3.6% | 1.629% | |
| 10/15/2025 | Independent Wealth Network Inc. | 4,087 | $379K | 0.1% | +29.3% | 0.730% | |
| 10/14/2025 | LongView Wealth Management | 2,236 | $207K | 0.1% | N/A | 0.399% | |
| 10/14/2025 | AA Financial Advisors LLC | 7,881 | $730K | 0.1% | -8.1% | 1.407% | |
| 9/4/2025 | Osaic Holdings Inc. | 10,794 | $986K | 0.0% | -5.2% | 1.799% | |
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| 8/18/2025 | Geneos Wealth Management Inc. | 3,230 | $295K | 0.0% | +14.1% | 0.538% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 9,269 | $846K | 0.0% | -13.9% | 1.545% | |
| 8/14/2025 | Jane Street Group LLC | 2,835 | $259K | 0.0% | -30.5% | 0.473% | |
| 8/14/2025 | Raymond James Financial Inc. | 14,644 | $1.34M | 0.0% | +2.7% | 2.441% | |
| 8/13/2025 | Flow Traders U.S. LLC | 2,303 | $210K | 0.0% | N/A | 0.384% | |
| 8/12/2025 | CreativeOne Wealth LLC | 3,104 | $283K | 0.0% | -14.3% | 0.517% | |
| 8/8/2025 | Cetera Investment Advisers | 19,655 | $1.80M | 0.0% | +11.9% | 3.222% | |
| 8/7/2025 | CENTRAL TRUST Co | 1,262 | $115K | 0.0% | -25.6% | 0.207% | |
| 8/7/2025 | Brio Consultants LLC | 5,354 | $489K | 0.1% | N/A | 0.878% | |
| 8/6/2025 | Summit Investment Advisors Inc. | 5,086 | $471K | 0.4% | -7.5% | 0.834% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 11,213 | $1.02M | 0.1% | -1.4% | 1.838% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 5,832 | $533K | 0.0% | +15.2% | 0.956% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 29,684 | $2.71M | 0.2% | -7.8% | 4.866% | |
| 7/21/2025 | Montz Harcus Wealth Management LLC | 8,802 | $804K | 0.4% | +6.3% | 1.443% | |
| 7/16/2025 | Swisher Financial Concepts Inc. | 2,358 | $215K | 0.1% | -48.2% | 0.387% | |
| 7/11/2025 | AA Financial Advisors LLC | 8,576 | $783K | 0.2% | -40.2% | 1.406% | |
| 7/2/2025 | HBW Advisory Services LLC | 8,577 | $783K | 0.1% | -19.5% | 1.361% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,830 | $262K | 0.0% | -15.2% | 0.449% | |
| 5/19/2025 | Jane Street Group LLC | 4,078 | $377K | 0.0% | N/A | 0.647% | |
| 5/16/2025 | Jones Financial Companies Lllp | 250,116 | $23.14M | 0.0% | +7,976.1% | 39.701% | |
| 5/14/2025 | CreativeOne Wealth LLC | 3,620 | $335K | 0.0% | +5.9% | 0.575% | |
| 5/7/2025 | LPL Financial LLC | 24,432 | $2.26M | 0.0% | -39.6% | 3.878% | |
| 5/6/2025 | Cetera Investment Advisers | 17,565 | $1.63M | 0.0% | +22.8% | 2.702% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 18,677 | $1.73M | 0.0% | +2.4% | 2.873% | |
| 5/6/2025 | Advisor OS LLC | 2,290 | $212K | 0.0% | N/A | 0.352% | |
| 5/2/2025 | Independent Wealth Network Inc. | 3,134 | $290K | 0.1% | +4.9% | 0.482% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 5,062 | $468K | 0.0% | +14.4% | 0.779% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 11,375 | $1.05M | 0.2% | +5.5% | 1.750% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 32,208 | $2.98M | 0.3% | +3.5% | 4.955% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 3,461 | $320K | 0.0% | -11.7% | 0.532% | |
| 4/21/2025 | Montz Harcus Wealth Management LLC | 8,281 | $766K | 0.4% | +11.5% | 1.274% | |
| 4/18/2025 | CENTRAL TRUST Co | 1,696 | $157K | 0.0% | -34.6% | 0.261% | |
| 4/17/2025 | AA Financial Advisors LLC | 14,336 | $1.33M | 0.3% | -9.0% | 2.206% | |
| 4/9/2025 | Swisher Financial Concepts Inc. | 4,550 | $421K | 0.3% | -53.8% | 0.689% | |
| 4/9/2025 | HBW Advisory Services LLC | 10,660 | $986K | 0.1% | +5.4% | 1.615% | |
| 4/9/2025 | Merit Financial Group LLC | 4,997 | $462K | 0.0% | -87.3% | 0.757% | |
| 2/17/2025 | Cetera Investment Advisers | 14,308 | $1.29M | 0.0% | +12.2% | 1.834% | |
| 2/14/2025 | Itau Unibanco Holding S.A. | 48,490 | $4.38M | 0.1% | N/A | 6.217% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 9,394 | $848K | 0.0% | +317.9% | 1.204% | |
| 2/13/2025 | Integrity Wealth Advisors Inc. | 2,323 | $210K | 0.2% | N/A | 0.298% | |
| 2/13/2025 | CreativeOne Wealth LLC | 3,417 | $309K | 0.0% | -11.1% | 0.438% | |
| 2/13/2025 | Raymond James Financial Inc. | 12,800 | $1.16M | 0.0% | N/A | 1.641% | |
| 2/13/2025 | Swisher Financial Concepts Inc. | 9,845 | $889K | 1.0% | -40.8% | 1.262% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 4,423 | $399K | 0.0% | -3.2% | 0.567% | |
| 2/11/2025 | LPL Financial LLC | 40,481 | $3.66M | 0.0% | -4.4% | 5.190% | |
| 2/11/2025 | Virtu Financial LLC | 7,494 | $677K | 0.0% | N/A | 0.961% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 18,232 | $1.65M | 0.0% | -2.2% | 2.337% | |
| 2/6/2025 | Raymond James Financial Inc. | 12,800 | $1.16M | 0.0% | N/A | 1.641% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,936 | $536K | 0.0% | -6.4% | 0.761% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,097 | $280K | 0.0% | +26.9% | 0.397% | |
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| 1/30/2025 | Strategic Financial Concepts LLC | 10,778 | $973K | 0.0% | +3.9% | 1.382% | |
| 1/29/2025 | Montz Harcus Wealth Management LLC | 7,424 | $670K | 0.4% | +24.4% | 0.952% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 948,637 | $85.65M | 0.2% | +9,046.1% | 121.620% | |
| 1/24/2025 | CENTRAL TRUST Co | 2,594 | $234K | 0.0% | -6.9% | 0.333% | |
| 1/17/2025 | Independent Wealth Network Inc. | 2,988 | $270K | 0.1% | +40.5% | 0.383% | |
| 1/16/2025 | Koshinski Asset Management Inc. | 31,106 | $2.81M | 0.0% | -4.9% | 3.988% | |
| 1/15/2025 | Merit Financial Group LLC | 39,383 | $3.56M | 0.1% | -3.1% | 5.049% | |
| 1/10/2025 | HBW Advisory Services LLC | 10,110 | $913K | 0.1% | +11.7% | 1.296% | |
| 11/14/2024 | CreativeOne Wealth LLC | 3,842 | $378K | 0.0% | +4.8% | 0.493% | |
| 10/24/2024 | Montz Harcus Wealth Management LLC | 5,967 | $588K | 0.3% | +2.9% | 0.765% | |
