| 6/23/2026 | MTM Financial Group LLC | 73,209 | $4.76M | 2.2% | -1.9% | 0.361% | |
| 6/18/2026 | Western Wealth Management LLC | 2,341 | $152K | 0.0% | N/A | 0.012% | |
| 6/3/2026 | NewEdge Advisors LLC | 22,113 | $1.44M | 0.0% | +3.8% | 0.109% | |
| 5/26/2026 | Summit Financial Wealth Advisors LLC | 14,648 | $953K | 0.1% | -7.4% | 0.072% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 555 | $36K | 0.0% | +258.1% | 0.003% | |
| 5/19/2026 | Western Wealth Management LLC | 2,341 | $152K | 0.0% | N/A | 0.012% | |
| 5/19/2026 | Bank of America Corp DE | 1,706,668 | $111.00M | 0.0% | -8.2% | 8.416% | |
| 5/19/2026 | Arkadios Wealth Advisors | 8,272 | $538K | 0.0% | N/A | 0.041% | |
| 5/18/2026 | Royal Bank of Canada | 155,649 | $10.12M | 0.0% | +1.1% | 0.768% | |
| 5/14/2026 | Lido Advisors LLC | 4,828 | $314K | 0.0% | +13.6% | 0.024% | |
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| 5/13/2026 | Cetera Investment Advisers | 45,210 | $2.94M | 0.0% | +10.6% | 0.223% | |
| 5/12/2026 | Phillip James Consulting Co. | 550 | $36K | 0.0% | N/A | 0.003% | |
| 5/6/2026 | Independent Financial Group LLC | 4,015 | $261K | 0.0% | N/A | 0.020% | |
| 5/5/2026 | D.A. Davidson & CO. | 8,182 | $532K | 0.0% | +24.3% | 0.040% | |
| 5/5/2026 | Sanctuary Advisors LLC | 48,267 | $3.14M | 0.0% | +248.3% | 0.238% | |
| 5/4/2026 | Del Sette Capital Management LLC | 281,064 | $18.28M | 10.9% | +401.3% | 1.386% | |
| 5/2/2026 | Diversify Wealth Management LLC | 5,349 | $353K | 0.0% | N/A | 0.026% | |
| 5/1/2026 | Fifth Third Bancorp | 6,954 | $452K | 0.0% | N/A | 0.034% | |
| 4/30/2026 | Kestra Advisory Services LLC | 32,301 | $2.10M | 0.0% | +3.0% | 0.158% | |
| 4/30/2026 | Money Concepts Capital Corp | 35,647 | $2.32M | 0.1% | +0.6% | 0.174% | |
| 4/27/2026 | PFG Investments LLC | 6,913 | $450K | 0.0% | -4.6% | 0.034% | |
| 4/24/2026 | Tcfg Wealth Management LLC | 5,333 | $347K | 0.1% | -2.9% | 0.026% | |
| 4/23/2026 | Capital Investment Counsel LLC | 92,838 | $6.04M | 0.8% | +3.4% | 0.453% | |
| 4/23/2026 | Apollon Wealth Management LLC | 20,812 | $1.35M | 0.0% | -2.5% | 0.101% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 99,323 | $6.46M | 0.0% | +1.9% | 0.484% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 3,471 | $226K | 0.0% | -5.4% | 0.017% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 51,790 | $3.13M | 0.0% | -3.1% | 0.251% | |
| 2/23/2026 | Virtu Financial LLC | 7,610 | $460K | 0.0% | N/A | 0.037% | |
| 2/19/2026 | TMB Capital Partners LLC | 33,117 | $2.00M | 0.7% | N/A | 0.160% | |
| 2/18/2026 | NewEdge Advisors LLC | 21,304 | $1.29M | 0.0% | +3.9% | 0.103% | |
| 2/17/2026 | Cetera Investment Advisers | 40,870 | $2.47M | 0.0% | -1.5% | 0.198% | |
| 2/17/2026 | Kovack Advisors Inc. | 3,885 | $235K | 0.0% | +13.0% | 0.019% | |
| 2/17/2026 | Osaic Holdings Inc. | 40,022 | $2.42M | 0.0% | +11.3% | 0.194% | |
| 2/17/2026 | Advisory Services Network LLC | 3,495 | $211K | 0.0% | -11.2% | 0.017% | |
| 2/17/2026 | Royal Bank of Canada | 153,990 | $9.31M | 0.0% | +1.6% | 0.745% | |
| 2/16/2026 | MML Investors Services LLC | 20,540 | $1.24M | 0.0% | +1.1% | 0.099% | |
| 2/16/2026 | Arax Advisory Partners | 553 | $33K | 0.0% | N/A | 0.003% | |
| 2/13/2026 | Stifel Financial Corp | 61,497 | $3.72M | 0.0% | +0.4% | 0.298% | |
| 2/13/2026 | Morgan Stanley | 1,041,535 | $62.98M | 0.0% | -0.4% | 5.041% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 5,738 | $347K | 0.0% | -87.2% | 0.028% | |
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| 2/13/2026 | Wells Fargo & Company MN | 656,805 | $39.72M | 0.0% | +2.3% | 3.179% | |
| 2/13/2026 | Summit Financial LLC | 21,074 | $1.27M | 0.0% | -1.0% | 0.102% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 25,838 | $1.56M | 0.0% | -1.9% | 0.125% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 198,224 | $11.99M | 0.0% | -4.8% | 0.959% | |
| 2/12/2026 | JPL Wealth Management LLC | 45,911 | $2.78M | 0.7% | -1.8% | 0.222% | |
| 2/12/2026 | Bank of Montreal Can | 1,104 | $67K | 0.0% | +120.8% | 0.005% | |
| 2/12/2026 | Hibernia Wealth Partners LLC | 3,586 | $217K | 0.1% | N/A | 0.017% | |
| 2/12/2026 | Kovack Advisors Inc. | 3,885 | $235K | 0.0% | +13.0% | 0.019% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 97,509 | $5.90M | 0.0% | -7.5% | 0.472% | |
| 2/11/2026 | LPL Financial LLC | 272,503 | $16.48M | 0.0% | +2.9% | 1.319% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 139,664 | $8.45M | 0.0% | +89.8% | 0.676% | |
| 2/10/2026 | Gill Capital Partners LLC | 3,932 | $238K | 0.1% | -6.0% | 0.019% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 8,272 | $500K | 0.0% | -3.4% | 0.040% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 3,331 | $201K | 0.0% | N/A | 0.016% | |
| 2/9/2026 | Harbour Investments Inc. | 9,108 | $551K | 0.0% | +9.5% | 0.044% | |
| 2/6/2026 | IFP Advisors Inc | 62,745 | $3.79M | 0.1% | +461.4% | 0.304% | |
| 2/6/2026 | Cullen Frost Bankers Inc. | 1,198 | $72K | 0.0% | +26.9% | 0.006% | |
| 2/5/2026 | Allworth Financial LP | 7,528 | $455K | 0.0% | +28.1% | 0.036% | |
| 2/4/2026 | Meridian Wealth Management LLC | 48,122 | $2.91M | 0.1% | +1.3% | 0.232% | |
| 2/4/2026 | Money Concepts Capital Corp | 35,446 | $2.14M | 0.1% | -1.3% | 0.171% | |
| 2/2/2026 | Truist Financial Corp | 7,603 | $460K | 0.0% | -10.9% | 0.037% | |
| 2/2/2026 | Del Sette Capital Management LLC | 56,070 | $3.39M | 2.1% | -0.5% | 0.271% | |
| 2/2/2026 | Capital Investment Counsel LLC | 89,748 | $5.43M | 0.8% | +4.1% | 0.433% | |
| 1/30/2026 | Kohmann Bosshard Financial Services LLC | 2,282 | $138K | 0.0% | N/A | 0.011% | |
| 1/29/2026 | Comerica Bank | 6,978 | $422K | 0.0% | +49.7% | 0.033% | |
| 1/29/2026 | UBS Group AG | 277,235 | $16.76M | 0.0% | -8.4% | 1.331% | |
| 1/29/2026 | Sanctuary Advisors LLC | 13,858 | $838K | 0.0% | +2.4% | 0.067% | |
| 1/29/2026 | BKM Wealth Management LLC | 12,086 | $731K | 0.3% | +2.8% | 0.058% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 15,360 | $929K | 0.0% | +6.1% | 0.074% | |
| 1/28/2026 | Joseph P. Lucia & Associates LLC | 37,851 | $2.29M | 0.8% | -2.2% | 0.182% | |
| 1/26/2026 | PFG Investments LLC | 7,250 | $438K | 0.0% | -9.5% | 0.035% | |
| 1/23/2026 | Farther Finance Advisors LLC | 770 | $47K | 0.0% | N/A | 0.004% | |
| 1/23/2026 | Cathy Pareto & Associates Inc. | 6,394 | $387K | 0.3% | -8.0% | 0.031% | |
| 1/22/2026 | Apollon Wealth Management LLC | 21,342 | $1.29M | 0.0% | -2.4% | 0.102% | |
| 1/20/2026 | eCIO Inc. | 1,634 | $99K | 0.0% | N/A | 0.008% | |
| 1/15/2026 | Paller Financial Services Inc | 43,815 | $2.65M | 2.1% | N/A | 0.212% | |
| 1/15/2026 | Delta Capital Management LLC | 3,300 | $200K | 0.1% | N/A | 0.016% | |
| 1/14/2026 | Cypress Wealth Services LLC | 18,607 | $1.13M | 0.2% | +2.8% | 0.090% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 7,134 | $431K | 0.0% | -9.6% | 0.034% | |
| 1/13/2026 | Well Done LLC | 3,318 | $201K | 0.0% | N/A | 0.016% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 71,959 | $4.35M | 0.1% | +2.2% | 0.348% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 77,198 | $4.78M | 0.0% | +6.6% | 0.373% | |
| 1/6/2026 | Investors Research Corp | 14,802 | $895K | 0.2% | -3.0% | 0.071% | |
| 12/2/2025 | IFP Advisors Inc | 11,177 | $673K | 0.0% | +2,135.4% | 0.054% | |
| 11/21/2025 | CIBC Bancorp USA Inc. | 3,760 | $226K | 0.0% | N/A | 0.018% | |
| 11/18/2025 | Del Sette Capital Management LLC | 56,361 | $3.40M | 2.1% | -4.0% | 0.271% | |
| 11/17/2025 | NewEdge Advisors LLC | 20,500 | $1.24M | 0.0% | +45.8% | 0.099% | |
| 11/17/2025 | United Capital Financial Advisors LLC | 32,663 | $1.97M | 0.0% | -11.7% | 0.157% | |
| 11/17/2025 | Mariner LLC | 15,185 | $915K | 0.0% | +15.3% | 0.073% | |
| 11/17/2025 | Lido Advisors LLC | 4,250 | $256K | 0.0% | -8.4% | 0.020% | |
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| 11/17/2025 | Integrated Wealth Concepts LLC | 44,928 | $2.71M | 0.0% | -1.0% | 0.216% | |
| 11/17/2025 | Citadel Advisors LLC | 14,328 | $863K | 0.0% | +70.1% | 0.069% | |
| 11/17/2025 | Bank of America Corp DE | 1,432,540 | $86.28M | 0.0% | -5.2% | 6.900% | |
| 11/17/2025 | Ameriprise Financial Inc. | 37,005 | $2.23M | 0.0% | -7.7% | 0.178% | |
| 11/14/2025 | Creative Planning | 8,852 | $533K | 0.0% | +5.6% | 0.043% | |
| 11/14/2025 | Ancora Advisors LLC | 2,093 | $126K | 0.0% | -65.5% | 0.010% | |
| 11/14/2025 | Raymond James Financial Inc. | 295,543 | $17.80M | 0.0% | -2.2% | 1.424% | |
| 11/13/2025 | UBS Group AG | 302,617 | $18.23M | 0.0% | -3.1% | 1.458% | |
| 11/13/2025 | Private Advisor Group LLC | 11,835 | $713K | 0.0% | -2.6% | 0.057% | |
| 11/13/2025 | PFG Advisors | 3,905 | $235K | 0.0% | -36.3% | 0.019% | |