| 11/3/2026 | Golden Bell Financial Planning LLC | 28,627 | $1.90M | 1.4% | -1.0% | 0.252% | |
| 11/2/2026 | Commonwealth Equity Services LLC | 121,182 | $8.05M | 0.0% | N/A | 1.065% | |
| 10/30/2026 | CrossGen Wealth LLC | 3,721 | $247K | 0.2% | N/A | 0.033% | |
| 10/28/2026 | International Assets Investment Management LLC | 17,150 | $1.14M | 0.0% | +314.9% | 0.151% | |
| 10/28/2026 | D.A. Davidson & CO. | 269,085 | $17.87M | 0.1% | N/A | 2.365% | |
| 10/14/2026 | Thurston Springer Miller Herd & Titak Inc. | 5,586 | $371K | 0.6% | -77.6% | 0.049% | |
| 10/13/2026 | Fermata Advisors LLC | 97,601 | $6.48M | 1.3% | -20.3% | 0.862% | |
| 9/9/2026 | NorthRock Partners LLC | 1,213,197 | $81.77M | 1.2% | -4.8% | 11.554% | |
| 9/9/2026 | NewEdge Advisors LLC | 64,399 | $4.34M | 0.0% | -7.9% | 0.613% | |
| 9/8/2026 | Allworth Financial LP | 2,665 | $180K | 0.0% | +31.9% | 0.025% | |
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| 7/8/2026 | Thurston Springer Miller Herd & Titak Inc. | 24,967 | $1.68M | 0.6% | +21.2% | 0.248% | |
| 7/7/2026 | Fermata Advisors LLC | 122,530 | $8.26M | 1.7% | -1.7% | 1.234% | |
| 6/3/2026 | NewEdge Advisors LLC | 69,954 | $4.13M | 0.0% | +19.1% | 0.756% | |
| 5/19/2026 | Western Wealth Management LLC | 150,426 | $8.88M | 0.3% | +12.4% | 1.626% | |
| 5/19/2026 | NewEdge Advisors LLC | 69,954 | $4.13M | 0.1% | +19.1% | 0.756% | |
| 5/19/2026 | Bank of America Corp DE | 197,415 | $11.66M | 0.0% | -0.6% | 2.134% | |
| 5/19/2026 | Arkadios Wealth Advisors | 13,146 | $776K | 0.0% | N/A | 0.142% | |
| 5/18/2026 | Royal Bank of Canada | 181,332 | $10.71M | 0.0% | +74.0% | 1.960% | |
| 5/15/2026 | Waverly Advisors LLC | 51,331 | $3.03M | 0.0% | -4.9% | 0.555% | |
| 5/13/2026 | Cetera Investment Advisers | 99,961 | $5.90M | 0.0% | +1.1% | 1.081% | |
| 5/2/2026 | International Assets Investment Management LLC | 1,572 | $94K | 0.0% | N/A | 0.017% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 38,420 | $2.27M | 0.0% | +1.7% | 0.419% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 69,948 | $4.04M | 0.0% | +2,891.8% | 0.804% | |
| 2/18/2026 | NewEdge Advisors LLC | 58,715 | $3.39M | 0.0% | +230.2% | 0.675% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 29,436 | $1.70M | 0.1% | +13.4% | 0.338% | |
| 2/17/2026 | Cetera Investment Advisers | 98,890 | $5.71M | 0.0% | -0.8% | 1.137% | |
| 2/17/2026 | Osaic Holdings Inc. | 40,125 | $2.32M | 0.0% | +118.3% | 0.461% | |
| 2/17/2026 | Royal Bank of Canada | 104,192 | $6.01M | 0.0% | +16.0% | 1.198% | |
| 2/17/2026 | Harborfront Financial Group LLC | 5,659 | $327K | 2.4% | N/A | 0.065% | |
| 2/16/2026 | Mariner LLC | 137,290 | $7.92M | 0.0% | +1.0% | 1.578% | |
| 2/13/2026 | UMB Bank n.a. | 2,650 | $153K | 0.0% | N/A | 0.030% | |
| 2/13/2026 | Stifel Financial Corp | 5,864 | $338K | 0.0% | +4.5% | 0.067% | |
| 2/13/2026 | Wells Fargo & Company MN | 67,296 | $3.88M | 0.0% | -17.2% | 0.774% | |
| 2/13/2026 | Summit Financial LLC | 4,700 | $271K | 0.0% | -36.5% | 0.054% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 64,717 | $3.74M | 0.0% | +19.4% | 0.744% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 37,790 | $2.18M | 0.0% | -6.6% | 0.434% | |
| 2/11/2026 | LPL Financial LLC | 675,705 | $39.00M | 0.0% | +11.0% | 7.767% | |
| 2/11/2026 | Vista Cima Wealth Management LLC | 67,637 | $3.90M | 3.3% | -0.5% | 0.777% | |
| 2/10/2026 | Lido Advisors LLC | 3,537 | $204K | 0.0% | N/A | 0.041% | |
| 2/10/2026 | WCG Wealth Advisors LLC | 30,831 | $1.78M | 0.0% | N/A | 0.354% | |
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| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 13,459 | $777K | 0.0% | +8.7% | 0.155% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 16,581 | $957K | 0.0% | +10.2% | 0.191% | |
| 2/9/2026 | Coldstream Capital Management Inc. | 52,647 | $3.04M | 0.0% | -0.3% | 0.605% | |
| 2/6/2026 | Van Hulzen Asset Management LLC | 17,384 | $1.00M | 0.1% | +22.1% | 0.200% | |
| 2/6/2026 | Global Retirement Partners LLC | 1,915 | $110K | 0.0% | -10.5% | 0.022% | |
| 2/6/2026 | Hartford Funds Management Co LLC | 866,198 | $49.99M | 4.1% | -5.3% | 9.956% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 41,078 | $2.37M | 0.0% | +231.6% | 0.472% | |
| 2/5/2026 | Western Wealth Management LLC | 133,860 | $7.73M | 0.4% | +6.6% | 1.539% | |
| 2/5/2026 | Allworth Financial LP | 2,017 | $116K | 0.0% | +47.5% | 0.023% | |
| 2/3/2026 | Golden Bell Financial Planning LLC | 29,425 | $1.70M | 1.4% | -1.0% | 0.331% | |
| 1/29/2026 | UBS Group AG | 61,256 | $3.54M | 0.0% | -3.1% | 0.695% | |
| 1/23/2026 | Optima Capital LLC | 1,741 | $100K | 0.0% | N/A | 0.020% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 36,551 | $2.11M | 0.0% | -52.2% | 0.415% | |
| 1/20/2026 | Thurston Springer Miller Herd & Titak Inc. | 17,949 | $1.04M | 0.4% | +471.8% | 0.204% | |
| 1/9/2026 | Marshall Financial Group LLC | 85,589 | $4.94M | 1.0% | +12.6% | 0.986% | |
| 1/8/2026 | Fermata Advisors LLC | 123,516 | $7.13M | 1.7% | +0.3% | 1.423% | |
| 12/2/2025 | Allworth Financial LP | 1,367 | $79K | 0.0% | +224.7% | 0.015% | |
| 11/19/2025 | Coldstream Capital Management Inc. | 52,827 | $3.04M | 0.0% | -0.4% | 0.588% | |
| 11/17/2025 | Keystone Financial Group | 1,618 | $93K | 0.0% | N/A | 0.018% | |
| 11/17/2025 | NewEdge Advisors LLC | 17,782 | $1.02M | 0.0% | -20.9% | 0.198% | |
| 11/17/2025 | Susquehanna International Group LLP | 6,412 | $369K | 0.0% | -68.9% | 0.071% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 12,386 | $712K | 0.0% | +3.5% | 0.138% | |
| 11/17/2025 | Mariner LLC | 135,894 | $7.81M | 0.0% | -9.3% | 1.513% | |
| 11/17/2025 | Citadel Advisors LLC | 18,718 | $1.08M | 0.0% | N/A | 0.208% | |
| 11/17/2025 | Bank of America Corp DE | 213,773 | $12.29M | 0.0% | +7.3% | 2.381% | |
| 11/17/2025 | Brass Tax Wealth Management Inc. | 54,254 | $3.12M | 0.5% | -0.3% | 0.604% | |
| 11/17/2025 | Ameriprise Financial Inc. | 581,067 | $33.41M | 0.0% | -74.7% | 6.471% | |
| 11/14/2025 | Raymond James Financial Inc. | 188,475 | $10.84M | 0.0% | +14.4% | 2.099% | |
| 11/14/2025 | Vista Cima Wealth Management LLC | 67,956 | $3.91M | 3.3% | +7.3% | 0.757% | |
| 11/14/2025 | NorthRock Partners LLC | 1,639,891 | $94.28M | 1.7% | N/A | 18.262% | |
| 11/13/2025 | UBS Group AG | 63,222 | $3.64M | 0.0% | -14.4% | 0.704% | |
| 11/13/2025 | Private Advisor Group LLC | 9,937 | $571K | 0.0% | +49.8% | 0.111% | |
| 11/12/2025 | Kingsview Wealth Management LLC | 15,051 | $865K | 0.0% | +28.6% | 0.168% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 76,431 | $4.39M | 0.1% | -3.1% | 0.851% | |
| 11/6/2025 | Western Wealth Management LLC | 125,560 | $7.22M | 0.4% | -0.8% | 1.398% | |
| 11/5/2025 | J.W. Cole Advisors Inc. | 6,665 | $383K | 0.0% | -6.8% | 0.074% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 69,207 | $3.98M | 0.0% | -13.4% | 0.771% | |
| 11/4/2025 | Jones Financial Companies Lllp | 87,015 | $4.97M | 0.0% | +54.7% | 0.969% | |
| 11/4/2025 | Golden Bell Financial Planning LLC | 29,733 | $1.71M | 1.5% | -1.6% | 0.331% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 3,817 | $219K | 0.0% | -12.0% | 0.043% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 23,259 | $1.34M | 0.1% | -9.4% | 0.261% | |
| 10/21/2025 | Wagner Wealth Management LLC | 19,449 | $1.12M | 0.3% | -3.7% | 0.219% | |
| 10/9/2025 | Fermata Advisors LLC | 123,112 | $7.08M | 1.8% | -3.9% | 1.383% | |
| 10/8/2025 | Marshall Financial Group LLC | 76,010 | $4.37M | 0.9% | +5.7% | 0.854% | |
| 10/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,139 | $180K | 0.4% | -91.3% | 0.035% | |
| 9/4/2025 | Osaic Holdings Inc. | 20,829 | $1.12M | 0.0% | +17.8% | 0.238% | |
| 8/15/2025 | Bank of America Corp DE | 199,191 | $10.70M | 0.0% | +9.5% | 2.271% | |
| 8/15/2025 | Ameriprise Financial Inc. | 2,300,774 | $123.55M | 0.0% | -0.9% | 26.235% | |
| 8/14/2025 | Raymond James Financial Inc. | 164,800 | $8.85M | 0.0% | -17.3% | 1.879% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 25,135 | $1.35M | 0.1% | +32.2% | 0.287% | |
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| 8/14/2025 | NewEdge Advisors LLC | 22,488 | $1.21M | 0.0% | +18.4% | 0.256% | |
| 8/13/2025 | Baird Financial Group Inc. | 9,000 | $483K | 0.0% | -8.1% | 0.103% | |
| 8/13/2025 | Van Hulzen Asset Management LLC | 12,822 | $688K | 0.1% | +1.9% | 0.146% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 11,964 | $642K | 0.0% | +19.3% | 0.136% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 4,269 | $229K | 0.0% | -4.2% | 0.049% | |
| 8/12/2025 | Coldstream Capital Management Inc. | 53,042 | $2.85M | 0.0% | -4.1% | 0.605% | |
| 8/11/2025 | Western Wealth Management LLC | 126,571 | $6.80M | 0.4% | +7.1% | 1.451% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 11,705 | $628K | 0.0% | +25.5% | 0.134% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 85,364 | $4.58M | 0.0% | -7.4% | 0.978% | |
| 8/8/2025 | Cetera Investment Advisers | 17,303 | $929K | 0.0% | -8.4% | 0.198% | |