| 5/19/2026 | Bank of America Corp DE | 32,305 | $4.02M | 0.0% | -3.2% | 1.665% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 650 | $81K | 0.0% | N/A | 0.034% | |
| 5/13/2026 | Cetera Investment Advisers | 7,832 | $974K | 0.0% | +69.4% | 0.404% | |
| 5/5/2026 | Theory Financial LLC | 37,781 | $4.70M | 1.6% | +33.4% | 1.947% | |
| 4/25/2026 | Innova Wealth Partners | 11,209 | $1.39M | 0.7% | +43.3% | 0.581% | |
| 4/24/2026 | American Institute for Advanced Investment Management LLP | 5,870 | $730K | 0.4% | +1.9% | 0.304% | |
| 4/21/2026 | Armbruster Capital Management Inc. | 66,103 | $8.22M | 1.3% | +0.3% | 3.425% | |
| 4/17/2026 | Discipline Wealth Solutions LLC | 7,149 | $889K | 0.1% | -11.4% | 0.370% | |
| 2/17/2026 | Cetera Investment Advisers | 4,624 | $550K | 0.0% | -17.0% | 0.243% | |
| 2/17/2026 | Osaic Holdings Inc. | 5,529 | $658K | 0.0% | -25.7% | 0.291% | |
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| 2/16/2026 | MML Investors Services LLC | 3,593 | $427K | 0.0% | +6.3% | 0.189% | |
| 2/13/2026 | Kestra Advisory Services LLC | 281 | $33K | 0.0% | N/A | 0.015% | |
| 2/13/2026 | Wells Fargo & Company MN | 4,202 | $500K | 0.0% | -4.5% | 0.221% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 12,594 | $1.50M | 0.0% | +2.8% | 0.663% | |
| 2/11/2026 | LPL Financial LLC | 71,170 | $8.46M | 0.0% | -24.3% | 3.746% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 19,444 | $2.31M | 0.0% | +19.3% | 1.023% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 4,776 | $568K | 0.0% | +8.3% | 0.251% | |
| 2/6/2026 | Fortis Group Advisors LLC | 9,067 | $1.17M | 0.2% | N/A | 0.477% | |
| 2/6/2026 | HighTower Advisors LLC | 1,774 | $211K | 0.0% | -21.1% | 0.093% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 18,087 | $2.15M | 0.0% | +310.3% | 0.952% | |
| 2/4/2026 | American Institute for Advanced Investment Management LLP | 5,760 | $685K | 0.4% | -1.8% | 0.305% | |
| 1/29/2026 | IMC Chicago LLC | 43,326 | $5.15M | 0.0% | N/A | 2.317% | |
| 1/26/2026 | Merit Financial Group LLC | 14,870 | $1.77M | 0.0% | -8.4% | 0.795% | |
| 1/26/2026 | Discipline Wealth Solutions LLC | 8,071 | $960K | 0.2% | -7.7% | 0.432% | |
| 1/26/2026 | CWM LLC | 2,047 | $243K | 0.0% | +9.6% | 0.109% | |
| 1/23/2026 | LOM Asset Management Ltd | 2,300 | $274K | 0.1% | +20.7% | 0.120% | |
| 1/23/2026 | Armbruster Capital Management Inc. | 65,922 | $7.84M | 1.3% | -4.0% | 3.451% | |
| 1/23/2026 | Twelve Points Wealth Management LLC | 3,830 | $488K | 0.1% | -8.0% | 0.201% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 1,437 | $171K | 0.0% | N/A | 0.075% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 8,492 | $1.01M | 0.0% | +2.2% | 0.452% | |
| 1/20/2026 | NTV Asset Management LLC | 12,650 | $1.50M | 0.2% | -11.8% | 0.673% | |
| 1/14/2026 | Worth Asset Management LLC | 2,302 | $274K | 0.1% | -25.2% | 0.122% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 73,979 | $8.80M | 0.2% | +1.5% | 3.935% | |
| 1/7/2026 | Innova Wealth Partners | 7,820 | $930K | 0.5% | +1.2% | 0.416% | |
| 12/2/2025 | Innova Wealth Partners | 7,729 | $912K | 0.5% | +34.7% | 0.405% | |
| 11/17/2025 | Susquehanna International Group LLP | 12,105 | $1.43M | 0.0% | +19.0% | 0.634% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 4,408 | $520K | 0.0% | +24.9% | 0.231% | |
| 11/17/2025 | Citadel Advisors LLC | 5,867 | $693K | 0.0% | -18.6% | 0.307% | |
| 11/17/2025 | Bank of America Corp DE | 32,764 | $3.87M | 0.0% | -4.4% | 1.715% | |
| 11/14/2025 | Cardiff Park Advisors LLC | 650 | $77K | 0.0% | N/A | 0.034% | |
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| 11/13/2025 | UBS Group AG | 16,190 | $1.91M | 0.0% | +15.2% | 0.848% | |
| 11/10/2025 | Private Advisory Group LLC | 2,709 | $320K | 0.0% | -17.7% | 0.142% | |
| 11/7/2025 | Wealthcare Advisory Partners LLC | 72,883 | $8.60M | 0.2% | +17.2% | 3.816% | |
| 11/7/2025 | Merit Financial Group LLC | 16,236 | $1.92M | 0.0% | -10.9% | 0.850% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 8,310 | $981K | 0.0% | +5.1% | 0.435% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 2,554 | $301K | 0.0% | +32.9% | 0.134% | |
| 11/4/2025 | Jones Financial Companies Lllp | 885 | $105K | 0.0% | -14.7% | 0.046% | |
| 11/3/2025 | American Institute for Advanced Investment Management LLP | 5,865 | $692K | 0.4% | -3.1% | 0.307% | |
| 10/29/2025 | Theory Financial LLC | 31,388 | $3.70M | 1.3% | +11.7% | 1.635% | |
| 10/28/2025 | Jackson Hole Capital Partners LLC | 458 | $54K | 0.0% | N/A | 0.024% | |
| 10/22/2025 | Twelve Points Wealth Management LLC | 4,165 | $492K | 0.1% | -22.3% | 0.217% | |
| 10/21/2025 | Global Retirement Partners LLC | 282 | $33K | 0.0% | +729.4% | 0.015% | |
| 10/21/2025 | NTV Asset Management LLC | 14,346 | $1.69M | 0.2% | -5.3% | 0.747% | |
| 10/21/2025 | Discipline Wealth Solutions LLC | 8,740 | $1.03M | 0.3% | N/A | 0.455% | |
| 10/20/2025 | Merit Financial Group LLC | 16,237 | $1.92M | 0.0% | -10.9% | 0.841% | |
| 10/17/2025 | Worth Asset Management LLC | 3,079 | $363K | 0.2% | N/A | 0.160% | |
| 10/17/2025 | Smallwood Wealth Investment Management LLC | 15,411 | $1.82M | 0.9% | +13.2% | 0.798% | |
| 10/10/2025 | Fifth Third Securities Inc. | 5,701 | $673K | 0.0% | N/A | 0.294% | |
| 9/4/2025 | Osaic Holdings Inc. | 5,925 | $621K | 0.0% | +8.5% | 0.309% | |
| 8/15/2025 | Captrust Financial Advisors | 12,669 | $1.33M | 0.0% | +5.6% | 0.660% | |
| 8/15/2025 | Benjamin Edwards Inc. | 2,191 | $230K | 0.0% | -6.9% | 0.114% | |
| 8/15/2025 | Bank of America Corp DE | 34,289 | $3.59M | 0.0% | -10.6% | 1.786% | |
| 8/14/2025 | Raymond James Financial Inc. | 337 | $35K | 0.0% | N/A | 0.018% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,530 | $370K | 0.0% | +8.3% | 0.184% | |
| 8/8/2025 | Cetera Investment Advisers | 5,744 | $602K | 0.0% | -9.8% | 0.299% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,922 | $201K | 0.0% | N/A | 0.100% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 9,015 | $945K | 0.0% | -3.9% | 0.470% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 7,908 | $829K | 0.0% | +1.6% | 0.412% | |
| 7/28/2025 | Innova Wealth Partners | 5,740 | $601K | 0.4% | +42.5% | 0.299% | |
| 7/24/2025 | IFP Advisors Inc | 3,523 | $369K | 0.0% | -12.4% | 0.183% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 68,589 | $7.19M | 1.3% | +1.4% | 3.536% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 62,175 | $6.51M | 0.1% | +12.2% | 3.205% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 2,710 | $284K | 0.0% | -17.3% | 0.140% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 5,360 | $562K | 0.2% | -67.7% | 0.276% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 13,971 | $1.38M | 0.0% | +4.8% | 0.720% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 13,971 | $1.38M | 0.0% | +4.8% | 0.699% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,193,604 | $117.99M | 0.1% | +228,559.8% | 59.680% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 9,383 | $928K | 0.0% | +71.3% | 0.469% | |
| 5/15/2025 | Royal Bank of Canada | 10,282 | $1.02M | 0.0% | +1.9% | 0.514% | |
| 5/12/2025 | Benjamin Edwards Inc. | 2,353 | $233K | 0.0% | -54.5% | 0.118% | |
| 5/7/2025 | LPL Financial LLC | 96,065 | $9.50M | 0.0% | -6.1% | 4.756% | |
| 5/6/2025 | Cetera Investment Advisers | 6,371 | $630K | 0.0% | -2.6% | 0.315% | |
| 5/6/2025 | Innova Wealth Partners | 4,028 | $398K | 0.2% | +24.7% | 0.199% | |
| 5/6/2025 | AllSquare Wealth Management LLC | 69,150 | $6.84M | 4.1% | -3.8% | 3.423% | |
| 5/2/2025 | Theory Financial LLC | 31,003 | $3.07M | 1.3% | +4.1% | 1.535% | |
| 5/1/2025 | CWM LLC | 1,875 | $185K | 0.0% | -9.8% | 0.093% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 16,573 | $1.64M | 0.4% | +4.0% | 0.820% | |
| 4/30/2025 | Principal Securities Inc. | 275 | $27K | 0.0% | N/A | 0.014% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,782 | $769K | 0.0% | -7.1% | 0.385% | |
| 4/30/2025 | NTV Asset Management LLC | 15,146 | $1.50M | 0.2% | -6.7% | 0.750% | |
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| 4/25/2025 | Smallwood Wealth Investment Management LLC | 11,298 | $1.12M | 0.7% | +21.9% | 0.559% | |
| 4/25/2025 | Valley National Advisers Inc. | 781 | $77K | 0.0% | -28.3% | 0.039% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 3,538 | $350K | 0.0% | -6.5% | 0.175% | |
| 4/17/2025 | American Institute for Advanced Investment Management LLP | 6,053 | $598K | 0.4% | -5.8% | 0.298% | |
| 4/16/2025 | Armbruster Capital Management Inc. | 67,621 | $6.68M | 1.3% | -2.8% | 3.331% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 3,858 | $381K | 0.0% | +5.6% | 0.190% | |
| 4/14/2025 | IMC Chicago LLC | 15,073 | $1.49M | 0.0% | +14.7% | 0.743% | |
| 4/10/2025 | Matrix Trust Co | 2,634 | $260K | 0.0% | +47.0% | 0.130% | |
| 4/9/2025 | Merit Financial Group LLC | 19,783 | $1.96M | 0.0% | -15.1% | 0.975% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 3,654 | $407K | 0.0% | -76.8% | 0.180% | |
