| 6/3/2026 | NewEdge Advisors LLC | 23,890 | $1.94M | 0.0% | -74.1% | 0.335% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 36,646 | $2.97M | 0.2% | N/A | 0.513% | |
| 5/19/2026 | Orographic Financial Advisors LLC | 21,505 | $1.74M | 1.2% | N/A | 0.301% | |
| 5/19/2026 | NewEdge Advisors LLC | 23,890 | $1.94M | 0.0% | -74.1% | 0.335% | |
| 5/19/2026 | Bank of America Corp DE | 426,932 | $34.63M | 0.0% | +2.6% | 5.979% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 36,646 | $2.97M | 0.2% | N/A | 0.513% | |
| 5/18/2026 | Royal Bank of Canada | 21,654 | $1.76M | 0.0% | -22.4% | 0.303% | |
| 5/15/2026 | Waverly Advisors LLC | 12,147 | $985K | 0.0% | -2.4% | 0.170% | |
| 5/14/2026 | Liberty One Investment Management LLC | 29,104 | $2.36M | 0.2% | +6.9% | 0.408% | |
| 5/14/2026 | Lido Advisors LLC | 5,374 | $436K | 0.0% | +5.5% | 0.075% | |
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| 5/13/2026 | Cetera Investment Advisers | 21,992 | $1.78M | 0.0% | +10.9% | 0.308% | |
| 5/8/2026 | Pacific Sun Financial Corp | 11,736 | $952K | 0.5% | -5.6% | 0.164% | |
| 5/7/2026 | Marshall & Sterling Wealth Advisors Inc. | 39,157 | $3.18M | 2.1% | +2.9% | 0.548% | |
| 5/6/2026 | Main Street Group LTD | 370 | $30K | 0.0% | N/A | 0.005% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 19,617 | $1.59M | 0.0% | +0.9% | 0.275% | |
| 5/5/2026 | Sigma Planning Corp | 2,559 | $208K | 0.0% | N/A | 0.036% | |
| 5/4/2026 | Retirement Planning Group LLC | 2,848 | $231K | 0.0% | N/A | 0.040% | |
| 5/2/2026 | Anchor Investment Management LLC | 908 | $74K | 0.0% | +28.6% | 0.013% | |
| 5/1/2026 | Fifth Third Bancorp | 1,091 | $88K | 0.0% | N/A | 0.015% | |
| 5/1/2026 | American Trust | 15,193 | $1.23M | 0.1% | +1.3% | 0.213% | |
| 4/30/2026 | Financial Freedom LLC | 7,818 | $634K | 0.3% | -18.3% | 0.109% | |
| 4/30/2026 | Kestra Advisory Services LLC | 117,360 | $9.52M | 0.0% | +5.6% | 1.644% | |
| 4/30/2026 | Money Concepts Capital Corp | 4,635 | $376K | 0.0% | +22.7% | 0.065% | |
| 4/27/2026 | Baer Investment Advisory LLC | 59,765 | $4.85M | 0.6% | N/A | 0.842% | |
| 4/24/2026 | Walker Asset Management LLC | 6,581 | $534K | 0.3% | +6.3% | 0.093% | |
| 4/22/2026 | MFA Wealth Services | 18,579 | $1.51M | 1.0% | -0.7% | 0.256% | |
| 4/20/2026 | Friedenthal Financial | 40,751 | $3.31M | 1.7% | +2.5% | 0.562% | |
| 4/16/2026 | Redstone Wealth Management LLC | 36,756 | $2.98M | 2.4% | +4.5% | 0.511% | |
| 3/13/2026 | World Investment Advisors | 18,870 | $1.41M | 0.0% | N/A | 0.287% | |
| 2/26/2026 | Anchor Investment Management LLC | 706 | $53K | 0.0% | +40.1% | 0.011% | |
| 2/18/2026 | NewEdge Advisors LLC | 92,134 | $6.89M | 0.0% | -2.1% | 1.400% | |
| 2/18/2026 | Brooks Moore & Associates Inc. | 4,535 | $339K | 0.2% | -9.9% | 0.069% | |
| 2/18/2026 | American Trust | 14,993 | $1.12M | 0.1% | +4.7% | 0.228% | |
| 2/17/2026 | Cetera Investment Advisers | 19,835 | $1.48M | 0.0% | +24.4% | 0.301% | |
| 2/17/2026 | Equitable Holdings Inc. | 4,096 | $306K | 0.0% | -18.0% | 0.062% | |
| 2/17/2026 | Osaic Holdings Inc. | 111,135 | $8.32M | 0.0% | -27.8% | 1.689% | |
| 2/17/2026 | Advisory Services Network LLC | 40,326 | $3.02M | 0.0% | -2.3% | 0.613% | |
| 2/17/2026 | Royal Bank of Canada | 27,904 | $2.09M | 0.0% | +22.3% | 0.424% | |
| 2/17/2026 | Bluedoor Private Wealth LLC | 10,379 | $776K | 0.4% | N/A | 0.158% | |
| 2/16/2026 | MML Investors Services LLC | 4,328 | $324K | 0.0% | N/A | 0.066% | |
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| 2/16/2026 | Arax Advisory Partners | 510 | $38K | 0.0% | N/A | 0.008% | |
| 2/13/2026 | Kestra Advisory Services LLC | 111,155 | $8.31M | 0.0% | +0.3% | 1.689% | |
| 2/13/2026 | Liberty One Investment Management LLC | 27,219 | $2.04M | 0.3% | -22.1% | 0.414% | |
| 2/13/2026 | Stifel Financial Corp | 25,894 | $1.94M | 0.0% | +0.6% | 0.394% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 17,692 | $1.32M | 0.1% | +7.3% | 0.269% | |
| 2/13/2026 | Denver Wealth Management Inc. | 95,156 | $7.12M | 2.5% | +584.4% | 1.446% | |
| 2/13/2026 | Wells Fargo & Company MN | 51,391 | $3.84M | 0.0% | +6.1% | 0.781% | |
| 2/12/2026 | Hollencrest Capital Management | 602 | $45K | 0.0% | N/A | 0.009% | |
| 2/12/2026 | HRT Financial LP | 8,348 | $624K | 0.0% | N/A | 0.127% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 23,808 | $1.78M | 0.0% | -2.7% | 0.362% | |
| 2/12/2026 | Stelac Advisory Services LLC | 7,712 | $577K | 0.2% | -22.2% | 0.117% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 4,044 | $302K | 0.0% | +35.8% | 0.061% | |
| 2/11/2026 | RM Financial Services LLC | 41,193 | $3.08M | 2.7% | N/A | 0.626% | |
| 2/11/2026 | Montis Financial LLC | 3,088 | $231K | 0.0% | N/A | 0.047% | |
| 2/11/2026 | LPL Financial LLC | 586,864 | $43.89M | 0.0% | +4.3% | 8.919% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 32,238 | $2.41M | 0.0% | N/A | 0.490% | |
| 2/10/2026 | Marshall & Sterling Wealth Advisors Inc. | 38,044 | $2.85M | 1.9% | +1.1% | 0.578% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 20,242 | $1.51M | 0.0% | +36.3% | 0.308% | |
| 2/9/2026 | Studio Investment Management LLC | 94,394 | $7.06M | 1.3% | +2.6% | 1.435% | |
| 2/9/2026 | Integrity Alliance LLC. | 2,961 | $221K | 0.0% | N/A | 0.045% | |
| 2/9/2026 | Harbour Investments Inc. | 26,341 | $1.97M | 0.0% | +510.9% | 0.400% | |
| 2/9/2026 | Redstone Wealth Management LLC | 35,157 | $2.63M | 2.1% | N/A | 0.534% | |
| 2/6/2026 | Advisory Alpha LLC | 10,721 | $802K | 0.0% | +1.5% | 0.163% | |
| 2/6/2026 | Flaharty Asset Management LLC | 17,625 | $1.32M | 0.2% | +7.5% | 0.268% | |
| 2/6/2026 | HighTower Advisors LLC | 6,560 | $491K | 0.0% | -17.9% | 0.100% | |
| 2/4/2026 | World Investment Advisors | 18,870 | $1.41M | 0.0% | N/A | 0.287% | |
| 2/4/2026 | Money Concepts Capital Corp | 3,779 | $283K | 0.0% | -11.9% | 0.057% | |
| 1/30/2026 | Bogart Wealth LLC | 60,190 | $4.50M | 0.2% | +57.8% | 0.906% | |
| 1/29/2026 | UBS Group AG | 47,714 | $3.57M | 0.0% | +8.6% | 0.713% | |
| 1/29/2026 | Sanctuary Advisors LLC | 2,687 | $201K | 0.0% | N/A | 0.040% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 2,907 | $217K | 0.0% | N/A | 0.043% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 19,450 | $1.45M | 0.0% | +6.7% | 0.291% | |
| 1/28/2026 | Joseph P. Lucia & Associates LLC | 7,172 | $536K | 0.2% | +2.4% | 0.107% | |
| 1/27/2026 | Friedenthal Financial | 39,756 | $2.97M | 1.5% | -4.6% | 0.594% | |
| 1/23/2026 | Farther Finance Advisors LLC | 20,951 | $1.57M | 0.0% | +3.6% | 0.312% | |
| 1/21/2026 | Planning Directions Inc. | 2,894 | $216K | 0.1% | N/A | 0.043% | |
| 1/20/2026 | Jackson Wealth Management LLC | 33,230 | $2.49M | 0.2% | +3.5% | 0.494% | |
| 1/16/2026 | Perigon Wealth Management LLC | 7,216 | $540K | 0.0% | +139.4% | 0.107% | |
| 1/16/2026 | Walker Asset Management LLC | 6,191 | $463K | 0.2% | -5.0% | 0.092% | |
| 1/15/2026 | Victory Financial Group LLC | 14,858 | $1.11M | 0.1% | N/A | 0.220% | |
| 1/15/2026 | MFA Wealth Services | 18,708 | $1.40M | 0.9% | +2.1% | 0.277% | |
| 1/13/2026 | Dakota Wealth Management | 32,593 | $2.44M | 0.0% | +0.4% | 0.483% | |
| 1/12/2026 | Focus Financial Network Inc. | 2,862 | $214K | 0.0% | -8.5% | 0.042% | |
| 1/6/2026 | WealthCare Investment Partners LLC | 47,465 | $3.59M | 1.0% | +1.9% | 0.705% | |
| 1/1/2026 | JPMorgan Chase & Co. | 24,846 | $1.91M | 0.0% | +828,100.0% | 0.375% | |
| 12/2/2025 | Allworth Financial LP | 955 | $73K | 0.0% | +235.1% | 0.014% | |
| 11/18/2025 | Advisory Services Network LLC | 41,262 | $3.16M | 0.0% | +2.3% | 0.622% | |
| 11/17/2025 | NewEdge Advisors LLC | 94,093 | $7.21M | 0.0% | -14.5% | 1.419% | |
| 11/17/2025 | American Trust | 14,315 | $1.10M | 0.1% | +1.4% | 0.216% | |
| 11/17/2025 | Susquehanna International Group LLP | 9,454 | $725K | 0.0% | +28.4% | 0.143% | |
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| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 14,852 | $1.14M | 0.0% | +67.1% | 0.224% | |
| 11/17/2025 | MFA Wealth Services | 18,315 | $1.40M | 1.0% | -4.4% | 0.276% | |
| 11/17/2025 | Focus Partners Wealth | 8,125 | $623K | 0.0% | N/A | 0.123% | |
| 11/17/2025 | Bank of America Corp DE | 455,046 | $34.88M | 0.0% | +10.3% | 6.863% | |
| 11/17/2025 | Ameriprise Financial Inc. | 35,392 | $2.71M | 0.0% | +12.6% | 0.534% | |
| 11/14/2025 | Raymond James Financial Inc. | 128,887 | $9.88M | 0.0% | +18.7% | 1.944% | |
| 11/14/2025 | Scotia Capital Inc. | 11,020 | $845K | 0.0% | +109.1% | 0.166% | |
| 11/13/2025 | UBS Group AG | 43,941 | $3.37M | 0.0% | +29.8% | 0.663% | |
| 11/13/2025 | Private Advisor Group LLC | 14,811 | $1.14M | 0.0% | -1.6% | 0.223% | |
| 11/12/2025 | Advisory Alpha LLC | 10,562 | $810K | 0.0% | +4.9% | 0.159% | |