| 6/18/2026 | Western Wealth Management LLC | 12,895 | $326K | 0.0% | +8.9% | 0.026% | |
| 6/3/2026 | NewEdge Advisors LLC | 96,922 | $2.45M | 0.0% | +6.0% | 0.198% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 1,266,289 | $31.77M | 3.9% | +219.8% | 2.582% | |
| 5/19/2026 | Western Wealth Management LLC | 12,895 | $326K | 0.0% | +8.9% | 0.026% | |
| 5/19/2026 | Bank of America Corp DE | 533,786 | $13.48M | 0.0% | +6.8% | 1.088% | |
| 5/18/2026 | Royal Bank of Canada | 36,881 | $932K | 0.0% | +9.1% | 0.075% | |
| 5/14/2026 | Sei Investments Co. | 44,703 | $1.13M | 0.0% | -27.3% | 0.091% | |
| 5/13/2026 | Cetera Investment Advisers | 215,335 | $5.44M | 0.0% | -12.3% | 0.439% | |
| 5/6/2026 | Independent Financial Group LLC | 12,685 | $320K | 0.0% | N/A | 0.026% | |
| 5/5/2026 | Wealthfront Advisers LLC | 95,789 | $2.42M | 0.0% | +63.9% | 0.195% | |
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| 5/5/2026 | Geneos Wealth Management Inc. | 2,684 | $68K | 0.0% | +399.8% | 0.005% | |
| 5/5/2026 | NFSG Corp | 137,181 | $3.47M | 0.6% | +1.1% | 0.280% | |
| 5/5/2026 | SouthState Bank Corp | 2,333 | $59K | 0.0% | N/A | 0.005% | |
| 5/1/2026 | Fifth Third Bancorp | 4,476 | $113K | 0.0% | N/A | 0.009% | |
| 5/1/2026 | KLCM Advisors Inc. | 8,530 | $215K | 0.0% | -8.3% | 0.017% | |
| 4/30/2026 | Kestra Advisory Services LLC | 33,026 | $834K | 0.0% | +29.5% | 0.067% | |
| 4/29/2026 | KERR FINANCIAL PLANNING Corp | 1,089 | $28K | 0.0% | -47.4% | 0.002% | |
| 4/27/2026 | PFG Investments LLC | 9,052 | $229K | 0.0% | -8.1% | 0.018% | |
| 4/27/2026 | Private Advisor Group LLC | 50,489 | $1.28M | 0.0% | +49.5% | 0.103% | |
| 4/21/2026 | Fiduciary Alliance LLC | 32,875 | $858K | 0.1% | +5.5% | 0.067% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 80,519 | $2.03M | 0.0% | +33.0% | 0.164% | |
| 4/20/2026 | C2C Wealth Management LLC | 20,898 | $528K | 0.4% | N/A | 0.043% | |
| 3/4/2026 | SHP Wealth Management | 1,674 | $40K | 0.0% | N/A | 0.004% | |
| 2/18/2026 | Ameriflex Group Inc. | 1,190 | $29K | 0.0% | -50.0% | 0.003% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 17,353 | $417K | 0.0% | N/A | 0.037% | |
| 2/18/2026 | CacheTech Inc. | 47,946 | $1.15M | 0.2% | N/A | 0.103% | |
| 2/18/2026 | NewEdge Advisors LLC | 91,478 | $2.20M | 0.0% | +19.1% | 0.197% | |
| 2/18/2026 | VestGen Advisors LLC | 13,336 | $320K | 0.0% | +8.1% | 0.029% | |
| 2/17/2026 | Cetera Investment Advisers | 245,479 | $5.90M | 0.0% | +47.8% | 0.528% | |
| 2/17/2026 | Kovack Advisors Inc. | 26,619 | $640K | 0.0% | +64.7% | 0.057% | |
| 2/17/2026 | Osaic Holdings Inc. | 199,866 | $4.80M | 0.0% | -2.5% | 0.430% | |
| 2/17/2026 | Advisory Services Network LLC | 8,527 | $205K | 0.0% | +30.6% | 0.018% | |
| 2/17/2026 | Royal Bank of Canada | 33,806 | $813K | 0.0% | +10.7% | 0.073% | |
| 2/16/2026 | Potomac Fund Management Inc. ADV | 584,970 | $14.06M | 0.5% | +15.8% | 1.258% | |
| 2/16/2026 | MML Investors Services LLC | 53,765 | $1.29M | 0.0% | +3.0% | 0.116% | |
| 2/16/2026 | Mariner LLC | 14,778 | $355K | 0.0% | -79.2% | 0.032% | |
| 2/13/2026 | Kestra Advisory Services LLC | 25,499 | $613K | 0.0% | +5.0% | 0.055% | |
| 2/13/2026 | Stifel Financial Corp | 18,104 | $435K | 0.0% | +21.4% | 0.039% | |
| 2/13/2026 | Advyzon Investment Management LLC | 16,381 | $394K | 0.0% | +4.2% | 0.035% | |
| 2/13/2026 | Wells Fargo & Company MN | 167,985 | $4.04M | 0.0% | +7.8% | 0.361% | |
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| 2/12/2026 | Advocate Investing Services LLC | 1,100 | $26K | 0.0% | N/A | 0.002% | |
| 2/12/2026 | Triumph Capital Management | 27,359 | $657K | 0.1% | -3.4% | 0.059% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 40,159 | $965K | 0.0% | +5.3% | 0.086% | |
| 2/12/2026 | Principal Securities Inc. | 275,101 | $6.61M | 0.1% | +48.3% | 0.592% | |
| 2/12/2026 | Founders Financial Alliance LLC | 20,096 | $483K | 0.1% | -11.5% | 0.043% | |
| 2/12/2026 | Resurgent Financial Advisors LLC | 31,836 | $765K | 0.4% | +23.6% | 0.068% | |
| 2/12/2026 | Kovack Advisors Inc. | 26,619 | $640K | 0.0% | +64.7% | 0.057% | |
| 2/11/2026 | M Holdings Securities Inc. | 25,438 | $611K | 0.0% | N/A | 0.055% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 14,850 | $357K | 0.0% | -10.4% | 0.032% | |
| 2/11/2026 | LPL Financial LLC | 1,019,626 | $24.50M | 0.0% | +10.1% | 2.193% | |
| 2/10/2026 | Resolute Capital LLC | 14,701 | $353K | 0.1% | N/A | 0.032% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 34,064 | $819K | 0.0% | +6.2% | 0.073% | |
| 2/9/2026 | Integrity Alliance LLC. | 25,724 | $618K | 0.0% | +37.2% | 0.055% | |
| 2/9/2026 | Prospera Financial Services Inc | 24,240 | $582K | 0.0% | +5.7% | 0.052% | |
| 2/6/2026 | Global Retirement Partners LLC | 13,485 | $324K | 0.0% | -8.2% | 0.029% | |
| 2/6/2026 | HighTower Advisors LLC | 44,221 | $1.06M | 0.0% | +74.2% | 0.095% | |
| 2/5/2026 | Western Wealth Management LLC | 11,839 | $285K | 0.0% | -25.1% | 0.025% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 28,067 | $674K | 0.0% | +748.5% | 0.061% | |
| 2/4/2026 | KLCM Advisors Inc. | 9,300 | $223K | 0.0% | N/A | 0.020% | |
| 2/3/2026 | Kingstone Capital Partners Texas LLC | 11,828 | $284K | 0.2% | +9.1% | 0.026% | |
| 2/3/2026 | SBI Securities Co. Ltd. | 41,585 | $999K | 0.0% | -6.4% | 0.090% | |
| 2/2/2026 | Mutual Advisors LLC | 17,250 | $415K | 0.0% | +53.3% | 0.037% | |
| 1/30/2026 | Wealthfront Advisers LLC | 58,453 | $1.41M | 0.0% | +26.7% | 0.128% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 60,549 | $1.46M | 0.0% | +18.3% | 0.133% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 92,979 | $2.23M | 0.1% | +1.4% | 0.204% | |
| 1/26/2026 | AE Wealth Management LLC | 124,899 | $3.00M | 0.0% | +517.2% | 0.274% | |
| 1/26/2026 | CWM LLC | 2,641 | $63K | 0.0% | +18.9% | 0.006% | |
| 1/26/2026 | PFG Investments LLC | 9,847 | $237K | 0.0% | -25.6% | 0.022% | |
| 1/23/2026 | Farther Finance Advisors LLC | 3,732 | $90K | 0.0% | +19.7% | 0.008% | |
| 1/23/2026 | Optima Capital LLC | 14,916 | $360K | 0.2% | N/A | 0.033% | |
| 1/23/2026 | Fifth Third Securities Inc. | 119,730 | $2.88M | 0.2% | -18.3% | 0.264% | |
| 1/23/2026 | Howard Capital Management Inc. | 834,871 | $20.06M | 0.2% | +8.7% | 1.841% | |
| 1/22/2026 | Fiduciary Alliance LLC | 31,170 | $749K | 0.0% | +24.2% | 0.069% | |
| 1/21/2026 | Newbridge Financial Services Group Inc. | 135,672 | $3.26M | 0.5% | +1.6% | 0.299% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 87,217 | $2.13M | 0.0% | -12.4% | 0.194% | |
| 1/7/2026 | Sterling Manor Financial LLC | 16,900 | $406K | 0.3% | +20.0% | 0.038% | |
| 1/5/2026 | Foguth Wealth Management LLC. | 395,917 | $9.58M | 1.5% | N/A | 0.888% | |
| 1/1/2026 | JPMorgan Chase & Co. | 83,454 | $2.00M | 0.0% | -3.5% | 0.196% | |
| 12/23/2025 | Triumph Capital Management | 28,327 | $679K | 0.2% | -31.0% | 0.066% | |
| 11/25/2025 | KERR FINANCIAL PLANNING Corp | 1,008 | $25K | 0.0% | N/A | 0.002% | |
| 11/18/2025 | Advisory Services Network LLC | 6,527 | $157K | 0.0% | N/A | 0.015% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 51,194 | $1.23M | 0.0% | +9.4% | 0.120% | |
| 11/17/2025 | NewEdge Advisors LLC | 76,825 | $1.84M | 0.0% | +1.4% | 0.180% | |
| 11/17/2025 | Triumph Capital Management | 28,327 | $679K | 0.2% | -31.0% | 0.066% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 32,089 | $769K | 0.0% | +39.5% | 0.075% | |
| 11/17/2025 | Mariner LLC | 71,207 | $1.71M | 0.0% | +645.0% | 0.167% | |
| 11/17/2025 | Bank of America Corp DE | 430,362 | $10.32M | 0.0% | +4.8% | 1.010% | |
| 11/17/2025 | Ameriprise Financial Inc. | 84,110 | $2.02M | 0.0% | +11.0% | 0.197% | |
| 11/14/2025 | Raymond James Financial Inc. | 96,252 | $2.31M | 0.0% | +17.8% | 0.226% | |
| 11/14/2025 | Newbridge Financial Services Group Inc. | 133,511 | $3.20M | 0.5% | +3.4% | 0.313% | |
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| 11/14/2025 | Glenmede Investment Management LP | 7,768 | $186K | 0.0% | N/A | 0.018% | |
| 11/13/2025 | Resurgent Financial Advisors LLC | 25,750 | $617K | 0.3% | N/A | 0.060% | |
| 11/13/2025 | Sei Investments Co. | 54,513 | $1.31M | 0.0% | +36.5% | 0.128% | |
| 11/13/2025 | UBS Group AG | 47,099 | $1.13M | 0.0% | -14.3% | 0.111% | |
| 11/13/2025 | Private Advisor Group LLC | 30,130 | $723K | 0.0% | +109.6% | 0.071% | |
| 11/13/2025 | Ameriflex Group Inc. | 2,380 | $57K | 0.0% | N/A | 0.006% | |
| 11/10/2025 | Kovack Advisors Inc. | 16,164 | $388K | 0.0% | +3.9% | 0.038% | |
| 11/7/2025 | Fortis Group Advisors LLC | 22,116 | $526K | 0.1% | +50.0% | 0.052% | |
| 11/7/2025 | Founders Financial Alliance LLC | 22,715 | $545K | 0.1% | +15.2% | 0.053% | |
| 11/7/2025 | JPMorgan Chase & Co. | 83,454 | $2.00M | 0.0% | -3.5% | 0.196% | |