| 10/16/2026 | Milestone Asset Management LLC | 4,585 | $249K | 0.0% | -17.9% | 0.010% | |
| 10/15/2026 | Mather Group LLC. | 770 | $42K | 0.0% | -90.3% | 0.002% | |
| 10/15/2026 | Sloy Dahl & Holst LLC | 3,920 | $213K | 0.0% | N/A | 0.009% | |
| 10/10/2026 | Client First Investment Management LLC | 21,953 | $1.19M | 0.6% | -64.2% | 0.049% | |
| 10/9/2026 | GK Wealth Management LLC | 490 | $27K | 0.0% | N/A | 0.001% | |
| 10/9/2026 | Post Resch Tallon Group Inc. | 21,028 | $1.14M | 0.8% | -3.5% | 0.047% | |
| 10/9/2026 | Midwest Financial Partners Investments Inc. | 205,204 | $11.13M | 4.3% | -2.9% | 0.459% | |
| 10/8/2026 | Farther Finance Advisors LLC | 1,914 | $104K | 0.0% | +22.2% | 0.004% | |
| 10/8/2026 | Titleist Asset Management LLC | 7,100 | $385K | 0.0% | -15.0% | 0.016% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 52,851 | $2.22M | 0.0% | +11.0% | 0.118% | |
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| 9/9/2026 | Integrated Wealth Concepts LLC | 2,475 | $104K | 0.0% | N/A | 0.006% | |
| 9/9/2026 | NewEdge Advisors LLC | 23,840 | $1.00M | 0.0% | -1.0% | 0.053% | |
| 9/9/2026 | Baird Financial Group Inc. | 73,722 | $3.10M | 0.0% | +0.3% | 0.165% | |
| 9/8/2026 | Waverly Advisors LLC | 6,069 | $255K | 0.0% | N/A | 0.014% | |
| 8/22/2026 | Turner Financial Group Inc. | 38,834 | $1.63M | 1.6% | N/A | 0.087% | |
| 8/21/2026 | Continuum Advisory LLC | 1,814 | $76K | 0.0% | N/A | 0.004% | |
| 8/21/2026 | MBA Advisors LLC | 6,430 | $270K | 0.1% | N/A | 0.014% | |
| 8/21/2026 | SkyOak Wealth LLC | 5,068 | $213K | 0.0% | N/A | 0.011% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 5,828 | $245K | 0.0% | N/A | 0.013% | |
| 8/20/2026 | Nwam LLC | 31,704 | $1.33M | 0.1% | +55.3% | 0.071% | |
| 8/20/2026 | Headlands Technologies LLC | 10,128 | $426K | 0.0% | N/A | 0.023% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 25,946 | $1.09M | 0.0% | +51.4% | 0.058% | |
| 7/9/2026 | Client First Investment Management LLC | 61,321 | $2.58M | 1.1% | N/A | 0.137% | |
| 7/7/2026 | Post Resch Tallon Group Inc. | 21,793 | $917K | 0.6% | -1.4% | 0.049% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 10,150 | $427K | 0.0% | -3.8% | 0.023% | |
| 7/7/2026 | Pacific Excel Wealth Advisors Inc. | 9,371 | $394K | 0.2% | N/A | 0.021% | |
| 6/3/2026 | NewEdge Advisors LLC | 24,092 | $637K | 0.0% | +102.6% | 0.054% | |
| 5/19/2026 | Western Wealth Management LLC | 1,395 | $37K | 0.0% | N/A | 0.003% | |
| 5/19/2026 | Bank of America Corp DE | 873,702 | $23.08M | 0.0% | -35.5% | 1.955% | |
| 5/18/2026 | Royal Bank of Canada | 51,858 | $1.37M | 0.0% | -88.4% | 0.116% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 13,222 | $349K | 0.0% | N/A | 0.030% | |
| 5/14/2026 | Group One Trading LLC | 45,861 | $1.21M | 0.0% | +168.3% | 0.103% | |
| 5/13/2026 | Cetera Investment Advisers | 101,872 | $2.69M | 0.0% | -1.9% | 0.228% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 72,288 | $1.91M | 0.2% | -0.8% | 0.162% | |
| 5/12/2026 | Himension Capital Singapore PTE. LTD. | 85,164 | $2.25M | 0.2% | N/A | 0.191% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 1,088 | $29K | 0.0% | +53.2% | 0.002% | |
| 5/7/2026 | Hanover Advisors Inc. | 42,965 | $1.14M | 0.5% | +20.7% | 0.096% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 34,508 | $912K | 0.1% | -11.5% | 0.077% | |
| 5/6/2026 | Clearstead Trust LLC | 1,631 | $43K | 0.0% | -74.2% | 0.004% | |
| 5/5/2026 | Wealthfront Advisers LLC | 54,391 | $1.44M | 0.0% | +4.9% | 0.122% | |
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| 5/5/2026 | Sanctuary Advisors LLC | 53,102 | $1.40M | 0.0% | +2.9% | 0.119% | |
| 5/5/2026 | Nwam LLC | 20,410 | $539K | 0.0% | +34.6% | 0.046% | |
| 5/1/2026 | Fifth Third Bancorp | 2,099 | $55K | 0.0% | N/A | 0.005% | |
| 4/30/2026 | Kestra Advisory Services LLC | 21,372 | $565K | 0.0% | +150.1% | 0.048% | |
| 4/28/2026 | Ascentis Independent Advisors | 1,000 | $26K | 0.0% | N/A | 0.002% | |
| 4/27/2026 | Moran Wealth Management LLC | 49,204 | $1.30M | 0.0% | +79.6% | 0.110% | |
| 4/27/2026 | Private Advisor Group LLC | 21,144 | $559K | 0.0% | +2.9% | 0.047% | |
| 4/23/2026 | Summit Investment Advisory Services LLC | 9,270 | $245K | 0.1% | +5.6% | 0.021% | |
| 4/23/2026 | Midwest Financial Partners Investments Inc. | 209,416 | $5.53M | 2.9% | +2.1% | 0.468% | |
| 4/20/2026 | Hilton Head Capital Partners LLC | 1,537 | $41K | 0.0% | +161.4% | 0.003% | |
| 4/17/2026 | Wealth Management Partners LLC | 8,568 | $226K | 0.1% | N/A | 0.019% | |
| 4/17/2026 | Brookstone Capital Management | 39,351 | $1.04M | 0.0% | -10.0% | 0.088% | |
| 4/16/2026 | SG Americas Securities LLC | 15,786 | $417K | 0.0% | -84.6% | 0.035% | |
| 4/16/2026 | Cambridge Advisors Inc. | 9,293 | $246K | 0.0% | +12.5% | 0.021% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 24,243 | $702K | 0.0% | +1.9% | 0.054% | |
| 2/18/2026 | Oracle Investment Management Inc. | 19,500 | $565K | 0.3% | N/A | 0.044% | |
| 2/18/2026 | NewEdge Advisors LLC | 11,890 | $344K | 0.0% | +140.8% | 0.027% | |
| 2/18/2026 | Quadrature Capital Ltd | 77,072 | $2.23M | 0.0% | +60.5% | 0.172% | |
| 2/18/2026 | IHT Wealth Management LLC | 25,085 | $727K | 0.0% | -29.9% | 0.056% | |
| 2/17/2026 | EFG International AG | 27,397 | $794K | 0.0% | N/A | 0.061% | |
| 2/17/2026 | Cetera Investment Advisers | 103,895 | $3.01M | 0.0% | -10.5% | 0.232% | |
| 2/17/2026 | Equitable Holdings Inc. | 43,126 | $1.25M | 0.0% | +160.6% | 0.096% | |
| 2/17/2026 | Wealth Watch Advisors INC | 1,928 | $56K | 0.0% | +274.4% | 0.004% | |
| 2/17/2026 | Osaic Holdings Inc. | 141,692 | $4.11M | 0.0% | +45.2% | 0.317% | |
| 2/17/2026 | Tower Research Capital LLC TRC | 56,982 | $1.65M | 0.0% | -51.5% | 0.127% | |
| 2/17/2026 | State of Wisconsin Investment Board | 889,390 | $25.77M | 0.1% | -0.1% | 1.990% | |
| 2/17/2026 | Royal Bank of Canada | 445,592 | $12.91M | 0.0% | +185.0% | 0.997% | |
| 2/16/2026 | MML Investors Services LLC | 81,023 | $2.35M | 0.0% | +302.5% | 0.181% | |
| 2/16/2026 | Mariner LLC | 53,563 | $1.55M | 0.0% | +42.1% | 0.120% | |
| 2/16/2026 | Arax Advisory Partners | 13,882 | $402K | 0.0% | N/A | 0.031% | |
| 2/13/2026 | Kestra Advisory Services LLC | 8,546 | $248K | 0.0% | N/A | 0.019% | |
| 2/13/2026 | Stifel Financial Corp | 53,190 | $1.54M | 0.0% | +11.7% | 0.119% | |
| 2/13/2026 | Acorns Advisers LLC | 10,650 | $309K | 0.0% | +13.2% | 0.024% | |
| 2/13/2026 | Morgan Stanley | 4,025,965 | $116.63M | 0.0% | +42.2% | 9.007% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,287,390 | $37.30M | 0.0% | +29.1% | 2.880% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 80,877 | $2.34M | 0.0% | +3.2% | 0.181% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 72,020 | $2.09M | 0.0% | +3.3% | 0.161% | |
| 2/12/2026 | StoneX Group Inc. | 8,746 | $253K | 0.0% | +6.5% | 0.020% | |
| 2/12/2026 | Renaissance Technologies LLC | 67,700 | $1.96M | 0.0% | -18.7% | 0.151% | |
| 2/12/2026 | Marex Group plc | 63,436 | $1.84M | 0.0% | N/A | 0.142% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 8,776 | $254K | 0.0% | -9.4% | 0.020% | |
| 2/12/2026 | JBF Capital Inc. | 18,000 | $521K | 0.1% | -51.6% | 0.040% | |
| 2/12/2026 | Bank of Montreal Can | 15,535 | $450K | 0.0% | +210.9% | 0.035% | |
| 2/12/2026 | Group One Trading LLC | 17,096 | $495K | 0.0% | -316.4% | 0.038% | |
| 2/11/2026 | ARK Investment Management LLC | 5,029 | $146K | 0.0% | -28.7% | 0.011% | |
| 2/11/2026 | Simplex Trading LLC | 34,278 | $993K | 0.0% | -76.3% | 0.077% | |
| 2/11/2026 | LPL Financial LLC | 824,961 | $23.90M | 0.0% | +9.0% | 1.846% | |
| 2/11/2026 | JPMorgan Chase & Co. | 5,149,454 | $149.18M | 0.0% | +30.6% | 11.520% | |
| 2/11/2026 | Prudential PLC | 47,770 | $1.38M | 0.0% | +35.4% | 0.107% | |
| 2/11/2026 | Crescent Grove Advisors LLC | 38,989 | $1.13M | 0.1% | +6.7% | 0.087% | |
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| 2/10/2026 | Goldman Sachs Group Inc. | 2,003,864 | $58.05M | 0.0% | -7.2% | 4.483% | |
| 2/10/2026 | BNP Paribas Financial Markets | 3,514,980 | $101.83M | 0.0% | +49.7% | 7.863% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 7,829 | $227K | 0.0% | -6.9% | 0.018% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 206,252 | $5.98M | 0.1% | N/A | 0.461% | |
| 2/9/2026 | Clearwater Capital Advisors LLC | 72,877 | $2.11M | 0.2% | -5.1% | 0.163% | |
| 2/9/2026 | Prospera Financial Services Inc | 30,370 | $880K | 0.0% | -3.0% | 0.068% | |
| 2/6/2026 | Prospect Financial Services LLC | 16,554 | $480K | 0.3% | +19.0% | 0.037% | |
| 2/6/2026 | Midwest Financial Partners Investments Inc. | 205,186 | $5.94M | 3.3% | N/A | 0.459% | |
| 2/6/2026 | Commonwealth Financial Services LLC | 28,765 | $833K | 0.1% | N/A | 0.064% | |
| 2/6/2026 | Clientfirst Wealth Management LLC | 22,800 | $661K | 0.5% | +51.5% | 0.051% | |