| 6/18/2026 | Western Wealth Management LLC | 51,969 | $1.16M | 0.0% | +17.9% | 0.417% | |
| 5/26/2026 | Summit Financial Wealth Advisors LLC | 28,774 | $643K | 0.1% | +69.9% | 0.231% | |
| 5/19/2026 | Western Wealth Management LLC | 51,969 | $1.16M | 0.0% | +17.9% | 0.417% | |
| 5/18/2026 | Royal Bank of Canada | 308,328 | $6.89M | 0.0% | +2,816.7% | 2.477% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 9,792 | $219K | 0.0% | N/A | 0.079% | |
| 5/14/2026 | Wills Financial Group LLC | 22,798 | $503K | 0.2% | +5.5% | 0.183% | |
| 5/13/2026 | Cetera Investment Advisers | 137,247 | $3.07M | 0.0% | +42.2% | 1.102% | |
| 5/8/2026 | CMC Financial Group | 386,095 | $8.63M | 16.9% | +2.7% | 3.101% | |
| 5/7/2026 | Carson Advisory Inc. | 128,600 | $2.87M | 1.5% | +62.9% | 1.033% | |
| 5/6/2026 | Annis Gardner Whiting Capital Advisors LLC | 42,770 | $956K | 0.2% | +55.5% | 0.344% | |
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| 5/5/2026 | Cornerstone Advisory LLC | 18,072 | $404K | 0.0% | -34.1% | 0.145% | |
| 5/1/2026 | Fifth Third Bancorp | 10,000 | $224K | 0.0% | N/A | 0.080% | |
| 4/30/2026 | Waterfront Wealth Inc. | 343,154 | $7.67M | 1.4% | +13.6% | 2.756% | |
| 4/30/2026 | Kestra Advisory Services LLC | 18,622 | $416K | 0.0% | -31.9% | 0.150% | |
| 4/27/2026 | HB Wealth Management LLC | 9,220 | $206K | 0.0% | N/A | 0.074% | |
| 4/27/2026 | Private Advisor Group LLC | 56,040 | $1.25M | 0.0% | +97.5% | 0.452% | |
| 4/24/2026 | Essex Financial Services Inc. | 131,954 | $2.95M | 0.2% | +9.0% | 1.064% | |
| 4/23/2026 | SageGuard Financial Group LLC | 94,811 | $2.12M | 0.3% | N/A | 0.765% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 9,858 | $220K | 0.0% | N/A | 0.080% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 200,714 | $4.49M | 0.0% | +18.0% | 1.632% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 10,367 | $232K | 0.0% | N/A | 0.084% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 54,849 | $1.29M | 0.0% | +51.1% | 0.548% | |
| 3/2/2026 | NCM Capital Management LLC | 100,242 | $2.36M | 0.9% | +34.0% | 1.002% | |
| 2/18/2026 | OLD Mission Capital LLC | 34,500 | $813K | 0.0% | -7.3% | 0.345% | |
| 2/17/2026 | AQR Capital Management LLC | 22,588 | $532K | 0.0% | N/A | 0.226% | |
| 2/17/2026 | Cetera Investment Advisers | 96,537 | $2.28M | 0.0% | N/A | 0.965% | |
| 2/17/2026 | Price T Rowe Associates Inc. MD | 8,587 | $203K | 0.0% | N/A | 0.086% | |
| 2/17/2026 | Royal Bank of Canada | 10,571 | $249K | 0.0% | N/A | 0.106% | |
| 2/17/2026 | Harborfront Financial Group LLC | 19,129 | $451K | 3.4% | N/A | 0.191% | |
| 2/16/2026 | Mariner LLC | 28,577 | $674K | 0.0% | N/A | 0.286% | |
| 2/13/2026 | Kestra Advisory Services LLC | 27,365 | $645K | 0.0% | +26.9% | 0.274% | |
| 2/13/2026 | Stifel Financial Corp | 180,495 | $4.25M | 0.0% | +1,112.8% | 1.805% | |
| 2/12/2026 | Jane Street Group LLC | 14,542 | $343K | 0.0% | N/A | 0.145% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 31,319 | $738K | 0.0% | +114.9% | 0.313% | |
| 2/12/2026 | Carson Advisory Inc. | 78,930 | $1.86M | 1.0% | N/A | 0.789% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 29,194 | $688K | 0.0% | +25.8% | 0.292% | |
| 2/12/2026 | Principal Securities Inc. | 24,195 | $570K | 0.0% | N/A | 0.242% | |
| 2/12/2026 | Founders Financial Alliance LLC | 36,350 | $857K | 0.2% | +128.4% | 0.364% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 170,073 | $4.01M | 0.0% | N/A | 1.701% | |
| 2/11/2026 | Wills Financial Group LLC | 21,615 | $509K | 0.2% | N/A | 0.216% | |
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| 2/11/2026 | LPL Financial LLC | 1,018,046 | $24.00M | 0.0% | +122.7% | 10.180% | |
| 2/10/2026 | Essex Financial Services Inc. | 121,028 | $2.85M | 0.2% | +75.5% | 1.210% | |
| 2/9/2026 | Annis Gardner Whiting Capital Advisors LLC | 27,503 | $648K | 0.1% | +63.4% | 0.275% | |
| 2/6/2026 | IFP Advisors Inc | 9,325 | $220K | 0.0% | +936.1% | 0.093% | |
| 1/29/2026 | Aprio Wealth Management LLC | 10,116 | $238K | 0.0% | N/A | 0.105% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 46,010 | $1.08M | 0.0% | -9.0% | 0.479% | |
| 1/28/2026 | Cornerstone Advisory LLC | 27,413 | $646K | 0.1% | -39.3% | 0.286% | |
| 1/27/2026 | Summit Financial Wealth Advisors LLC | 16,940 | $399K | 0.1% | N/A | 0.176% | |
| 1/27/2026 | Waterfront Wealth Inc. | 302,090 | $7.28M | 1.4% | +685.9% | 3.147% | |
| 1/26/2026 | CMC Financial Group | 375,898 | $8.86M | 15.8% | -0.6% | 3.978% | |
| 1/22/2026 | Yarger Wealth Strategies LLC | 53,008 | $1.25M | 0.5% | +12.3% | 0.564% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 55,357 | $1.31M | 0.1% | +20.0% | 0.589% | |
| 1/15/2026 | 4J Wealth Management LLC | 87,813 | $2.07M | 1.2% | +35.6% | 0.944% | |
| 1/14/2026 | Southland Equity Partners LLC | 122,828 | $2.90M | 0.6% | +21.2% | 1.342% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 8,474 | $202K | 0.0% | N/A | 0.094% | |
| 12/1/2025 | CMC Financial Group | 378,162 | $9.22M | 17.1% | N/A | 5.521% | |
| 11/14/2025 | NCM Capital Management LLC | 74,788 | $1.82M | 0.7% | +189.4% | 1.092% | |
| 11/13/2025 | Private Advisor Group LLC | 13,787 | $336K | 0.0% | N/A | 0.201% | |
| 11/7/2025 | Essex Financial Services Inc. | 68,943 | $1.68M | 0.1% | +173.7% | 1.006% | |
| 11/7/2025 | Cornerstone Advisory LLC | 45,139 | $1.10M | 0.1% | N/A | 0.659% | |
| 11/7/2025 | Founders Financial Alliance LLC | 15,915 | $388K | 0.1% | N/A | 0.232% | |
| 11/6/2025 | Stratos Wealth Advisors LLC | 46,148 | $1.13M | 0.1% | +10.3% | 0.674% | |
| 11/6/2025 | Waterfront Wealth Inc. | 38,441 | $949K | 0.2% | N/A | 0.561% | |
| 11/5/2025 | Capital Investment Advisory Services LLC | 5,220 | $127K | 0.0% | +21.4% | 0.078% | |
| 11/3/2025 | Annis Gardner Whiting Capital Advisors LLC | 16,828 | $410K | 0.1% | -21.9% | 0.253% | |
| 11/3/2025 | Yarger Wealth Strategies LLC | 47,214 | $1.15M | 0.5% | +25.4% | 0.710% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 50,579 | $1.23M | 0.0% | +521.6% | 0.816% | |
| 10/22/2025 | 4J Wealth Management LLC | 64,749 | $1.58M | 0.9% | +386.8% | 1.070% | |
| 10/21/2025 | Global Retirement Partners LLC | 2,033 | $50K | 0.0% | N/A | 0.034% | |
| 10/20/2025 | Lighthouse Wealth Management Inc. | 33,646 | $821K | 0.7% | +34.3% | 0.575% | |
| 10/16/2025 | Lowe Wealth Advisors LLC | 56,823 | $1.39M | 0.5% | +59.8% | 0.971% | |
| 10/15/2025 | Southland Equity Partners LLC | 101,315 | $2.47M | 0.5% | N/A | 1.762% | |
| 10/10/2025 | SK Wealth Management LLC | 33,635 | $822K | 0.3% | -66.7% | 0.601% | |
| 8/14/2025 | Jane Street Group LLC | 22,160 | $547K | 0.0% | -14.8% | 0.633% | |
| 8/14/2025 | NCM Capital Management LLC | 25,843 | $639K | 0.3% | N/A | 0.738% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 11,665 | $288K | 0.0% | N/A | 0.333% | |
| 8/4/2025 | 4J Wealth Management LLC | 13,302 | $329K | 0.2% | N/A | 0.391% | |
| 7/29/2025 | Pinnacle Wealth Management LLC | 119,225 | $2.95M | 2.5% | N/A | 3.507% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 41,854 | $1.03M | 0.1% | N/A | 1.231% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 37,644 | $930K | 0.5% | N/A | 1.107% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 8,137 | $201K | 0.0% | N/A | 0.239% | |
| 7/14/2025 | Lighthouse Wealth Management Inc. | 25,057 | $619K | 0.5% | N/A | 0.783% | |
| 7/10/2025 | SK Wealth Management LLC | 101,103 | $2.50M | 1.1% | +7.4% | 3.159% | |
| 7/8/2025 | Lowe Wealth Advisors LLC | 35,553 | $878K | 0.3% | N/A | 1.166% | |
| 5/19/2025 | Jane Street Group LLC | 25,996 | $657K | 0.0% | N/A | 1.405% | |