| 7/9/2026 | Allied Private Wealth LLC | 39,164 | $450K | 0.3% | N/A | 0.062% | |
| 7/8/2026 | First Heartland Consultants Inc. | 74,788 | $862K | 0.1% | +9.9% | 0.119% | |
| 6/30/2026 | VectorGlobal IAG Inc. | 57,164 | $631K | 0.2% | N/A | 0.093% | |
| 6/3/2026 | NewEdge Advisors LLC | 59,014 | $651K | 0.0% | -6.8% | 0.096% | |
| 5/19/2026 | Western Wealth Management LLC | 5,978 | $66K | 0.0% | N/A | 0.010% | |
| 5/19/2026 | Centaurus Financial Inc. | 41,805 | $461K | 0.0% | +145.1% | 0.068% | |
| 5/19/2026 | Arkadios Wealth Advisors | 18,982 | $209K | 0.0% | +35.8% | 0.031% | |
| 5/18/2026 | Royal Bank of Canada | 11,580 | $128K | 0.0% | -30.4% | 0.019% | |
| 5/13/2026 | Cetera Investment Advisers | 242,369 | $2.67M | 0.0% | +16.8% | 0.393% | |
| 5/6/2026 | Independent Financial Group LLC | 38,350 | $423K | 0.0% | N/A | 0.062% | |
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| 5/5/2026 | LFA Lugano Financial Advisors SA | 6,400 | $70K | 0.0% | N/A | 0.010% | |
| 5/4/2026 | NWF Advisory Services Inc. | 671,945 | $7.41M | 0.8% | +3.4% | 1.090% | |
| 5/2/2026 | International Assets Investment Management LLC | 371,346 | $4.10M | 0.1% | +4.6% | 0.602% | |
| 5/1/2026 | Fifth Third Bancorp | 6,987 | $77K | 0.0% | N/A | 0.011% | |
| 4/30/2026 | Kestra Advisory Services LLC | 188,124 | $2.08M | 0.0% | +3.6% | 0.305% | |
| 4/27/2026 | PFG Investments LLC | 65,527 | $723K | 0.0% | +491.1% | 0.107% | |
| 4/27/2026 | World Investment Advisors | 186,891 | $2.06M | 0.0% | +19.8% | 0.305% | |
| 4/27/2026 | Private Advisor Group LLC | 10,475 | $116K | 0.0% | -32.7% | 0.017% | |
| 4/23/2026 | Intrua Financial LLC | 415,255 | $4.58M | 0.5% | +7.1% | 0.677% | |
| 4/21/2026 | Independent Wealth Network Inc. | 182,217 | $2.01M | 0.6% | +1.8% | 0.297% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 18,020 | $199K | 0.0% | -10.9% | 0.029% | |
| 4/17/2026 | Brookstone Capital Management | 58,948 | $650K | 0.0% | -13.3% | 0.097% | |
| 3/13/2026 | World Investment Advisors | 156,056 | $1.80M | 0.0% | +107.8% | 0.261% | |
| 3/3/2026 | NWF Advisory Services Inc. | 650,045 | $7.48M | 0.8% | +6.5% | 1.089% | |
| 2/26/2026 | Alpine Global Management LLC | 12,542 | $144K | 0.0% | N/A | 0.021% | |
| 2/18/2026 | NewEdge Advisors LLC | 63,313 | $729K | 0.0% | -1.3% | 0.106% | |
| 2/17/2026 | Cetera Investment Advisers | 207,453 | $2.39M | 0.0% | +24.8% | 0.347% | |
| 2/17/2026 | Regal Investment Advisors LLC | 17,036 | $196K | 0.0% | N/A | 0.029% | |
| 2/17/2026 | Osaic Holdings Inc. | 1,052,382 | $12.11M | 0.0% | +9.6% | 1.763% | |
| 2/17/2026 | Advisory Services Network LLC | 13,961 | $161K | 0.0% | -7.5% | 0.023% | |
| 2/17/2026 | Royal Bank of Canada | 16,637 | $191K | 0.0% | -7.9% | 0.028% | |
| 2/16/2026 | MML Investors Services LLC | 44,886 | $517K | 0.0% | -2.0% | 0.075% | |
| 2/13/2026 | CreativeOne Wealth LLC | 113,549 | $1.31M | 0.0% | +20.8% | 0.190% | |
| 2/13/2026 | Kestra Advisory Services LLC | 181,544 | $2.09M | 0.0% | +8.7% | 0.304% | |
| 2/13/2026 | Wells Fargo & Company MN | 429,483 | $4.94M | 0.0% | +21,474,050.0% | 0.719% | |
| 2/12/2026 | Jane Street Group LLC | 76,514 | $881K | 0.0% | N/A | 0.128% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 18,581 | $214K | 0.0% | N/A | 0.031% | |
| 2/12/2026 | Triumph Capital Management | 7,927 | $91K | 0.0% | -11.2% | 0.013% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 122,629 | $1.41M | 0.0% | +24.1% | 0.205% | |
| 2/12/2026 | Wedbush Securities Inc. | 241,728 | $2.78M | 0.1% | +5.6% | 0.405% | |
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| 2/12/2026 | Principal Securities Inc. | 179,874 | $2.07M | 0.0% | +2.1% | 0.301% | |
| 2/11/2026 | LPL Financial LLC | 2,846,681 | $32.77M | 0.0% | +3.6% | 4.768% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 113,535 | $1.31M | 0.0% | -7.9% | 0.190% | |
| 2/10/2026 | Tidemark LLC | 14,609 | $168K | 0.0% | -8.3% | 0.024% | |
| 2/10/2026 | Founders Financial Securities LLC | 35,735 | $411K | 0.0% | -4.4% | 0.060% | |
| 2/9/2026 | Seaview Investment Managers LLC | 32,057 | $369K | 0.1% | -39.4% | 0.054% | |
| 2/9/2026 | Harbour Investments Inc. | 16,142 | $186K | 0.0% | +15.7% | 0.027% | |
| 2/6/2026 | Ignite Planners LLC | 55,447 | $646K | 0.1% | +2.9% | 0.093% | |
| 2/6/2026 | Larson Financial Group LLC | 206,868 | $2.38M | 0.1% | +8.9% | 0.347% | |
| 2/6/2026 | HighTower Advisors LLC | 123,596 | $1.42M | 0.0% | +0.9% | 0.207% | |
| 2/5/2026 | Intrua Financial LLC | 387,793 | $4.46M | 0.5% | +2.6% | 0.650% | |
| 2/4/2026 | World Investment Advisors | 156,056 | $1.80M | 0.0% | +107.8% | 0.262% | |
| 2/4/2026 | Money Concepts Capital Corp | 23,289 | $268K | 0.0% | +12.0% | 0.039% | |
| 2/4/2026 | Certior Financial Group LLC | 13,988 | $161K | 0.1% | -40.0% | 0.024% | |
| 2/3/2026 | LJI Wealth Management LLC | 1,710,583 | $19.69M | 3.0% | +14.1% | 2.877% | |
| 2/3/2026 | International Assets Investment Management LLC | 355,081 | $4.09M | 0.2% | +13.5% | 0.597% | |
| 2/3/2026 | SBI Securities Co. Ltd. | 33,323 | $384K | 0.0% | -18.7% | 0.056% | |
| 1/30/2026 | Samalin Investment Counsel LLC | 19,418 | $223K | 0.1% | +88.2% | 0.033% | |
| 1/29/2026 | Comerica Bank | 11,006 | $127K | 0.0% | +119.4% | 0.019% | |
| 1/26/2026 | Independent Wealth Network Inc. | 178,945 | $2.06M | 0.6% | -0.6% | 0.304% | |
| 1/15/2026 | Brookstone Capital Management | 67,957 | $782K | 0.0% | +3.0% | 0.116% | |
| 1/14/2026 | TrueMark Investments LLC | 19,017 | $219K | 0.0% | N/A | 0.032% | |
| 1/9/2026 | First Heartland Consultants Inc. | 62,735 | $722K | 0.1% | +9.1% | 0.108% | |
| 12/23/2025 | Triumph Capital Management | 8,927 | $105K | 0.0% | N/A | 0.016% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 19,915 | $235K | 0.0% | -13.0% | 0.036% | |
| 11/17/2025 | NewEdge Advisors LLC | 64,173 | $758K | 0.0% | +12.6% | 0.117% | |
| 11/17/2025 | Triumph Capital Management | 8,927 | $105K | 0.0% | N/A | 0.016% | |
| 11/17/2025 | Larson Financial Group LLC | 190,039 | $2.24M | 0.1% | +86.6% | 0.347% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 91,779 | $1.08M | 0.1% | +23.9% | 0.168% | |
| 11/17/2025 | Bank of America Corp DE | 11,264 | $133K | 0.0% | +1,126,300.0% | 0.021% | |
| 11/14/2025 | Raymond James Financial Inc. | 295,170 | $3.49M | 0.0% | +17.7% | 0.540% | |
| 11/13/2025 | Private Advisor Group LLC | 15,575 | $184K | 0.0% | N/A | 0.028% | |
| 11/13/2025 | CreativeOne Wealth LLC | 94,025 | $1.11M | 0.0% | +109.6% | 0.172% | |
| 11/10/2025 | First Heartland Consultants Inc. | 57,516 | $679K | 0.1% | +7.4% | 0.105% | |
| 11/7/2025 | HighTower Advisors LLC | 122,544 | $1.45M | 0.0% | +3.8% | 0.224% | |
| 11/6/2025 | Wedbush Securities Inc. | 229,014 | $2.71M | 0.1% | +7.1% | 0.419% | |
| 11/6/2025 | Seaview Investment Managers LLC | 52,888 | $625K | 0.2% | -9.3% | 0.097% | |
| 11/6/2025 | Oppenheimer & Co. Inc. | 118,746 | $1.40M | 0.0% | +12.1% | 0.217% | |
| 11/5/2025 | SBI Securities Co. Ltd. | 40,994 | $484K | 0.0% | -23.7% | 0.075% | |
| 11/5/2025 | J.W. Cole Advisors Inc. | 123,314 | $1.46M | 0.0% | +5.1% | 0.227% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 264,944 | $3.13M | 0.0% | +11.5% | 0.487% | |
| 11/4/2025 | Money Concepts Capital Corp | 20,802 | $246K | 0.0% | +4.6% | 0.038% | |
| 11/4/2025 | Jones Financial Companies Lllp | 3,450 | $41K | 0.0% | N/A | 0.006% | |
| 11/4/2025 | Winnow Wealth LLC | 4,104 | $49K | 0.0% | N/A | 0.008% | |
| 11/3/2025 | Golden State Wealth Management LLC | 16,611 | $196K | 0.0% | +5.4% | 0.031% | |
| 11/3/2025 | Tidemark LLC | 15,939 | $188K | 0.1% | -25.3% | 0.029% | |
| 11/3/2025 | TD Waterhouse Canada Inc. | 32,091 | $380K | 0.0% | +3,109.1% | 0.059% | |
| 10/31/2025 | NWF Advisory Services Inc. | 610,595 | $7.21M | 0.8% | +10.2% | 1.122% | |
| 10/31/2025 | Certior Financial Group LLC | 23,328 | $276K | 0.2% | -40.2% | 0.043% | |
| 10/30/2025 | Samalin Investment Counsel LLC | 10,320 | $122K | 0.0% | N/A | 0.019% | |
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| 10/29/2025 | Arkadios Wealth Advisors | 13,981 | $165K | 0.0% | -10.4% | 0.026% | |
| 10/29/2025 | Intrua Financial LLC | 377,974 | $4.46M | 0.5% | +3.8% | 0.706% | |
| 10/29/2025 | LJI Wealth Management LLC | 1,498,738 | $17.70M | 3.1% | +0.6% | 2.801% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 15,348 | $181K | 0.0% | -31.8% | 0.029% | |
| 10/15/2025 | Independent Wealth Network Inc. | 179,957 | $2.13M | 0.7% | +9.8% | 0.341% | |
| 10/15/2025 | World Investment Advisors | 75,114 | $887K | 0.0% | +45.6% | 0.142% | |
| 10/15/2025 | Brookstone Capital Management | 65,955 | $779K | 0.0% | +8.7% | 0.125% | |
| 10/15/2025 | Founders Financial Securities LLC | 37,380 | $441K | 0.0% | -11.5% | 0.071% | |
| 10/14/2025 | Key Client Fiduciary Advisors LLC | 13,357 | $158K | 0.1% | N/A | 0.025% | |
| 10/8/2025 | Ignite Planners LLC | 53,861 | $636K | 0.1% | +17.6% | 0.103% | |