| 5/18/2026 | EverSource Wealth Advisors LLC | 5,079 | $525K | 0.0% | +96.8% | 0.442% | |
| 5/18/2026 | Royal Bank of Canada | 2,735 | $283K | 0.0% | -78.0% | 0.238% | |
| 5/13/2026 | Cetera Investment Advisers | 37,402 | $3.87M | 0.0% | +1.0% | 3.252% | |
| 5/5/2026 | Three Seasons Wealth LLC | 4,090 | $423K | 0.2% | N/A | 0.356% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 9,860 | $960K | 0.3% | -16.9% | 0.857% | |
| 4/28/2026 | Ascentis Independent Advisors | 300 | $31K | 0.0% | N/A | 0.026% | |
| 4/27/2026 | Private Advisor Group LLC | 4,735 | $489K | 0.0% | N/A | 0.412% | |
| 4/25/2026 | Blue Capital Inc. | 11,204 | $1.16M | 0.8% | -58.1% | 0.974% | |
| 4/16/2026 | Tactive Advisors LLC | 8,938 | $924K | 0.3% | -22.4% | 0.715% | |
| 2/23/2026 | Blue Capital Inc. | 26,763 | $1.65M | 1.2% | +10.1% | 2.141% | |
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| 2/17/2026 | Cetera Investment Advisers | 37,028 | $2.29M | 0.0% | +11.4% | 2.962% | |
| 2/17/2026 | Capital Wealth Alliance LLC | 4,304 | $266K | 0.1% | -22.0% | 0.344% | |
| 2/17/2026 | Royal Bank of Canada | 12,436 | $768K | 0.0% | -19.0% | 0.995% | |
| 2/16/2026 | Mariner LLC | 5,633 | $348K | 0.0% | N/A | 0.451% | |
| 2/16/2026 | Motiv8 Investments LLC | 715 | $44K | 0.0% | N/A | 0.057% | |
| 2/13/2026 | Kestra Advisory Services LLC | 4,929 | $304K | 0.0% | -50.0% | 0.394% | |
| 2/12/2026 | Jane Street Group LLC | 32,588 | $2.01M | 0.0% | N/A | 2.607% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 8,129 | $502K | 0.0% | -88.0% | 0.650% | |
| 2/12/2026 | Pettinga Financial Advisors LLC | 9,345 | $577K | 0.1% | -42.4% | 0.748% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 492 | $30K | 0.0% | N/A | 0.039% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 2,581 | $159K | 0.0% | +34.6% | 0.206% | |
| 2/5/2026 | Tucker Asset Management LLC | 2,461 | $152K | 0.0% | N/A | 0.197% | |
| 2/3/2026 | RFG Advisory LLC | 3,755 | $232K | 0.0% | N/A | 0.300% | |
| 1/26/2026 | Merit Financial Group LLC | 46,262 | $2.86M | 0.0% | N/A | 3.701% | |
| 1/26/2026 | Roman Butler Fullerton & Co. | 11,869 | $775K | 0.2% | N/A | 0.950% | |
| 1/23/2026 | Farther Finance Advisors LLC | 8,095 | $500K | 0.0% | N/A | 0.648% | |
| 1/15/2026 | Professional Financial Advisors LLC | 16,893 | $1.04M | 0.2% | +13.0% | 1.351% | |
| 1/9/2026 | Tactive Advisors LLC | 11,514 | $711K | 0.2% | -30.2% | 0.921% | |
| 1/1/2026 | JPMorgan Chase & Co. | 566 | $36K | 0.0% | +73.1% | 0.081% | |
| 11/18/2025 | Advisory Services Network LLC | 2,140 | $138K | 0.0% | N/A | 0.306% | |
| 11/17/2025 | Ameriprise Financial Inc. | 3,105 | $200K | 0.0% | -64.9% | 0.444% | |
| 11/14/2025 | Exit Wealth Advisors LLC. | 47,897 | $3.09M | 2.1% | N/A | 6.842% | |
| 11/12/2025 | Consolidated Portfolio Review Corp | 9,491 | $612K | 0.1% | +14.3% | 1.356% | |
| 11/10/2025 | EverSource Wealth Advisors LLC | 1,917 | $124K | 0.0% | N/A | 0.274% | |
| 11/7/2025 | JPMorgan Chase & Co. | 566 | $36K | 0.0% | +73.1% | 0.081% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 14,327 | $924K | 0.0% | +12.5% | 2.047% | |
| 11/3/2025 | Capital Wealth Alliance LLC | 5,520 | $356K | 0.2% | -3.9% | 0.789% | |
| 10/31/2025 | National Wealth Management Group LLC | 7,363 | $475K | 0.2% | +12.4% | 1.052% | |
| 10/28/2025 | Professional Financial Advisors LLC | 14,950 | $964K | 0.2% | +18.2% | 1.993% | |
| 10/23/2025 | Park Avenue Securities LLC | 4,701 | $303K | 0.0% | +12.2% | 0.627% | |
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| 10/21/2025 | Pettinga Financial Advisors LLC | 16,226 | $1.05M | 0.2% | -2.8% | 2.163% | |
| 10/14/2025 | Tactive Advisors LLC | 16,499 | $1.06M | 0.3% | -49.5% | 2.062% | |
| 9/25/2025 | National Wealth Management Group LLC | 6,552 | $395K | 0.2% | -15.3% | 0.524% | |
| 9/4/2025 | Osaic Holdings Inc. | 1,894 | $114K | 0.0% | +39.2% | 0.152% | |
| 8/18/2025 | Tactive Advisors LLC | 32,675 | $1.97M | 0.6% | N/A | 2.614% | |
| 8/15/2025 | Blue Capital Inc. | 24,510 | $1.48M | 1.0% | N/A | 1.961% | |
| 8/15/2025 | Ameriprise Financial Inc. | 8,842 | $532K | 0.0% | -51.6% | 0.707% | |
| 8/8/2025 | Cetera Investment Advisers | 28,174 | $1.70M | 0.0% | +7.9% | 2.348% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 12,735 | $767K | 0.0% | +7.3% | 1.061% | |
| 7/30/2025 | Roman Butler Fullerton & Co. | 12,053 | $737K | 0.2% | +6.2% | 1.004% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 16,701 | $1.01M | 0.2% | +1.7% | 1.392% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 8,302 | $500K | 0.1% | N/A | 0.692% | |
| 7/14/2025 | Park Avenue Securities LLC | 4,188 | $252K | 0.0% | -5.3% | 0.349% | |
| 7/11/2025 | Farther Finance Advisors LLC | 17,005 | $1.02M | 0.0% | N/A | 1.417% | |
| 7/10/2025 | Professional Financial Advisors LLC | 12,650 | $762K | 0.2% | +6.2% | 1.054% | |
| 5/19/2025 | Jane Street Group LLC | 38,799 | $2.49M | 0.0% | +666.0% | 3.233% | |
| 5/16/2025 | National Wealth Management Group LLC | 7,731 | $497K | 0.3% | -6.2% | 0.644% | |
| 5/15/2025 | Royal Bank of Canada | 23,738 | $1.53M | 0.0% | +45.4% | 1.978% | |
| 5/14/2025 | Kestra Advisory Services LLC | 12,640 | $812K | 0.0% | +33.6% | 1.053% | |
| 5/14/2025 | Capital Wealth Alliance LLC | 5,754 | $367K | 0.2% | -72.7% | 0.480% | |
| 5/7/2025 | LPL Financial LLC | 20,998 | $1.35M | 0.0% | +223.3% | 1.750% | |
| 5/6/2025 | Cetera Investment Advisers | 26,116 | $1.68M | 0.0% | +27.0% | 2.176% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 16,426 | $1.06M | 0.2% | -2.1% | 1.369% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 11,874 | $763K | 0.0% | +2.7% | 0.990% | |
| 4/23/2025 | Professional Financial Advisors LLC | 11,909 | $765K | 0.2% | -2.1% | 0.992% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 41,403 | $2.66M | 0.0% | -17.1% | 3.450% | |
| 4/22/2025 | Synergy Asset Management LLC | 7,836 | $503K | 0.1% | N/A | 0.653% | |
| 4/22/2025 | PFG Investments LLC | 4,836 | $311K | 0.0% | +20.3% | 0.403% | |
| 4/21/2025 | Roman Butler Fullerton & Co. | 11,348 | $729K | 0.3% | +14.0% | 0.946% | |
| 2/17/2025 | Cetera Investment Advisers | 20,563 | $1.30M | 0.0% | +112.6% | 1.142% | |
| 2/17/2025 | Blue Capital Inc. | 22,527 | $1.42M | 1.0% | N/A | 1.252% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 11,558 | $728K | 0.0% | -15.8% | 0.642% | |
| 2/12/2025 | National Wealth Management Group LLC | 8,240 | $519K | 0.3% | -14.4% | 0.458% | |
| 2/11/2025 | LPL Financial LLC | 6,495 | $409K | 0.0% | -14.0% | 0.361% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 17,182 | $1.04M | 0.0% | -8.5% | 0.955% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 192,574 | $12.13M | 0.0% | +6.2% | 10.699% | |
| 1/31/2025 | Global Retirement Partners LLC | 2,784 | $175K | 0.0% | N/A | 0.155% | |
| 1/30/2025 | Roman Butler Fullerton & Co. | 9,955 | $633K | 0.2% | +4.5% | 0.553% | |
| 1/29/2025 | Capital Wealth Alliance LLC | 21,059 | $1.33M | 0.8% | -45.0% | 1.170% | |
| 1/23/2025 | Milestone Asset Management LLC | 31,974 | $2.01M | 0.4% | +51.1% | 1.776% | |
| 1/22/2025 | PFG Investments LLC | 4,019 | $253K | 0.0% | N/A | 0.223% | |
| 1/14/2025 | Park Avenue Securities LLC | 4,475 | $282K | 0.0% | +28.2% | 0.249% | |
| 11/15/2024 | MML Investors Services LLC | 6,566 | $384K | 0.0% | +7.4% | 0.365% | |
| 11/15/2024 | Jane Street Group LLC | 49,557 | $2.90M | 0.0% | -60.9% | 2.753% | |
| 11/14/2024 | National Wealth Management Group LLC | 9,631 | $563K | 0.4% | N/A | 0.535% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 18,770 | $1.10M | 0.0% | +5.8% | 1.043% | |
| 10/30/2024 | Capital Wealth Alliance LLC | 38,306 | $2.24M | 1.3% | -3.2% | 2.128% | |
| 10/29/2024 | Roman Butler Fullerton & Co. | 9,524 | $589K | 0.2% | +43.9% | 0.529% | |
| 10/28/2024 | Rosenberg Matthew Hamilton | 814 | $48K | 0.0% | N/A | 0.045% | |
| 10/23/2024 | Pettinga Financial Advisors LLC | 16,701 | $976K | 0.2% | +1.4% | 0.928% | |
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| 10/10/2024 | Professional Financial Advisors LLC | 12,054 | $704K | 0.2% | -4.9% | 0.670% | |
| 10/3/2024 | Park Avenue Securities LLC | 3,490 | $204K | 0.0% | N/A | 0.194% | |
| 8/14/2024 | Bank of Montreal Can | 30,600 | $2.04M | 0.0% | N/A | 1.700% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 17,734 | $1.20M | 0.0% | +36.4% | 0.985% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 159,762 | $10.80M | 0.0% | +7.3% | 8.876% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 88,263 | $5.97M | 0.0% | -42.6% | 4.904% | |
| 7/25/2024 | Pettinga Financial Advisors LLC | 16,466 | $1.11M | 0.3% | +1.3% | 0.915% | |
| 7/24/2024 | Capital Wealth Alliance LLC | 39,566 | $2.68M | 1.5% | -17.2% | 2.198% | |
| 7/20/2024 | Milestone Asset Management LLC | 10,396 | $703K | 0.2% | -34.0% | 0.578% | |
| 7/18/2024 | Professional Financial Advisors LLC | 12,678 | $857K | 0.2% | +22.9% | 0.704% | |
