| 8/21/2026 | Live Oak Private Wealth LLC | 60,734 | $1.73M | 0.2% | -1.2% | 0.631% | |
| 6/3/2026 | NewEdge Advisors LLC | 11,409 | $307K | 0.0% | -9.9% | 0.118% | |
| 5/19/2026 | NewEdge Advisors LLC | 11,409 | $307K | 0.0% | -9.9% | 0.118% | |
| 5/19/2026 | Bank of America Corp DE | 102,327 | $2.75M | 0.0% | +22.5% | 1.063% | |
| 5/18/2026 | Royal Bank of Canada | 105,752 | $2.85M | 0.0% | +9.9% | 1.098% | |
| 5/5/2026 | D.A. Davidson & CO. | 15,900 | $428K | 0.0% | -3.0% | 0.165% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 325,677 | $8.77M | 0.2% | +10.8% | 3.382% | |
| 5/5/2026 | Sigma Planning Corp | 42,517 | $1.14M | 0.0% | +45.6% | 0.442% | |
| 4/30/2026 | Kestra Advisory Services LLC | 14,966 | $403K | 0.0% | +58.4% | 0.155% | |
| 4/28/2026 | Ascentis Independent Advisors | 10,926 | $294K | 0.0% | +50.8% | 0.113% | |
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| 4/24/2026 | Bellevue Asset Management LLC | 4,315 | $116K | 0.1% | -63.7% | 0.045% | |
| 4/20/2026 | Live Oak Private Wealth LLC | 61,452 | $1.65M | 0.2% | -0.9% | 0.638% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 3,125 | $89K | 0.0% | +296.1% | 0.032% | |
| 2/19/2026 | Birchwood Financial Partners Inc. | 19,687 | $561K | 0.6% | N/A | 0.204% | |
| 2/18/2026 | NewEdge Advisors LLC | 12,660 | $361K | 0.0% | N/A | 0.131% | |
| 2/18/2026 | Integrity Wealth Advisors Inc. | 528,200 | $15.05M | 10.3% | -63.8% | 5.485% | |
| 2/17/2026 | Osaic Holdings Inc. | 10,044 | $286K | 0.0% | -5.3% | 0.104% | |
| 2/17/2026 | Royal Bank of Canada | 96,262 | $2.74M | 0.0% | +4.1% | 1.000% | |
| 2/13/2026 | Kestra Advisory Services LLC | 9,448 | $269K | 0.0% | N/A | 0.098% | |
| 2/13/2026 | Stifel Financial Corp | 546,600 | $15.58M | 0.0% | +13.5% | 5.676% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 110,604 | $3.15M | 0.0% | -16.6% | 1.149% | |
| 2/11/2026 | LPL Financial LLC | 200,942 | $5.73M | 0.0% | +57.0% | 2.087% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 11,640 | $332K | 0.0% | +55.2% | 0.121% | |
| 2/9/2026 | Horizon Family Wealth Inc. | 24,924 | $710K | 0.4% | +41.9% | 0.259% | |
| 2/9/2026 | Prospera Financial Services Inc | 41,164 | $1.17M | 0.0% | -7.2% | 0.427% | |
| 2/6/2026 | Signature Estate & Investment Advisors LLC | 26,911 | $767K | 0.0% | +2.6% | 0.279% | |
| 2/5/2026 | Atlas Wealth LLC | 95,623 | $2.73M | 0.8% | +10.8% | 0.993% | |
| 2/2/2026 | Davis Selected Advisers | 3,892,451 | $110.94M | 0.5% | +0.1% | 40.420% | |
| 1/30/2026 | Sigma Planning Corp | 29,211 | $833K | 0.0% | N/A | 0.303% | |
| 1/29/2026 | UBS Group AG | 84,432 | $2.41M | 0.0% | +6.3% | 0.877% | |
| 1/29/2026 | Golden State Equity Partners | 7,245 | $206K | 0.0% | N/A | 0.075% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 293,952 | $8.38M | 0.2% | +0.6% | 3.052% | |
| 1/23/2026 | Bellevue Asset Management LLC | 11,891 | $339K | 0.2% | -4.0% | 0.123% | |
| 1/23/2026 | Lunt Capital Management Inc. | 138,196 | $3.94M | 1.5% | -2.0% | 1.435% | |
| 1/23/2026 | Optima Capital LLC | 2,151 | $61K | 0.0% | N/A | 0.022% | |
| 1/23/2026 | Live Oak Private Wealth LLC | 62,028 | $1.77M | 0.2% | +0.8% | 0.644% | |
| 11/18/2025 | Advisory Services Network LLC | 1,275 | $36K | 0.0% | N/A | 0.013% | |
| 11/17/2025 | Susquehanna International Group LLP | 27,226 | $762K | 0.0% | +62.4% | 0.283% | |
| 11/17/2025 | Flow Traders U.S. LLC | 17,597 | $492K | 0.0% | -32.4% | 0.183% | |
| 11/17/2025 | Bank of America Corp DE | 80,021 | $2.24M | 0.0% | +15.2% | 0.831% | |
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| 11/14/2025 | Integrity Wealth Advisors Inc. | 1,459,482 | $39.34M | 13.6% | +89.6% | 15.156% | |
| 11/14/2025 | Raymond James Financial Inc. | 718,668 | $20.11M | 0.0% | -22.9% | 7.463% | |
| 11/13/2025 | UBS Group AG | 79,395 | $2.22M | 0.0% | +3.2% | 0.824% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 15,706 | $439K | 0.0% | -9.0% | 0.163% | |
| 11/12/2025 | Lunt Capital Management Inc. | 141,027 | $3.95M | 1.5% | +0.7% | 1.464% | |
| 11/7/2025 | Horizon Family Wealth Inc. | 17,570 | $492K | 0.3% | N/A | 0.182% | |
| 11/6/2025 | Prospera Financial Services Inc | 44,369 | $1.24M | 0.0% | -1.8% | 0.461% | |
| 11/5/2025 | Signature Estate & Investment Advisors LLC | 26,219 | $734K | 0.0% | -8.9% | 0.272% | |
| 11/5/2025 | J.W. Cole Advisors Inc. | 7,500 | $210K | 0.0% | N/A | 0.078% | |
| 11/4/2025 | Bellevue Asset Management LLC | 12,392 | $347K | 0.2% | +20.2% | 0.129% | |
| 10/27/2025 | Lakeside Advisors INC. | 54,500 | $1.53M | 1.0% | -2.7% | 0.566% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 9,794 | $274K | 0.0% | N/A | 0.102% | |
| 10/22/2025 | Geneos Wealth Management Inc. | 292,096 | $8.17M | 0.2% | +3.5% | 3.033% | |
| 10/10/2025 | Kathleen S. Wright Associates Inc. | 28,755 | $805K | 0.3% | +3.4% | 0.299% | |
| 9/4/2025 | Osaic Holdings Inc. | 10,039 | $260K | 0.0% | +42.3% | 0.104% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 282,343 | $7.30M | 0.2% | +451.8% | 2.932% | |
| 8/15/2025 | Bank of America Corp DE | 69,462 | $1.80M | 0.0% | +27.8% | 0.721% | |
| 8/14/2025 | Jane Street Group LLC | 24,910 | $644K | 0.0% | -41.8% | 0.259% | |
| 8/14/2025 | Raymond James Financial Inc. | 932,465 | $24.11M | 0.0% | -4.6% | 9.683% | |
| 8/13/2025 | Flow Traders U.S. LLC | 26,041 | $673K | 0.0% | N/A | 0.270% | |
| 8/6/2025 | Prospera Financial Services Inc | 45,204 | $1.17M | 0.0% | -5.9% | 0.469% | |
| 8/5/2025 | Atlas Wealth LLC | 61,083 | $1.58M | 0.6% | +39.5% | 0.634% | |
| 8/5/2025 | Sebold Capital Management Inc. | 101,939 | $2.64M | 1.6% | -1.4% | 1.059% | |
| 8/4/2025 | Atria Investments Inc | 8,110 | $210K | 0.0% | N/A | 0.084% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 27,803 | $719K | 0.3% | -24.0% | 0.289% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 28,766 | $744K | 0.0% | +8.5% | 0.299% | |
| 7/28/2025 | Lunt Capital Management Inc. | 140,067 | $3.62M | 1.4% | +0.9% | 1.454% | |
| 7/23/2025 | Lakeside Advisors INC. | 56,000 | $1.45M | 0.9% | -4.3% | 0.582% | |
| 7/23/2025 | Bellevue Asset Management LLC | 10,311 | $267K | 0.1% | -10.5% | 0.107% | |
| 7/15/2025 | Optima Capital LLC | 63,948 | $1.65M | 0.9% | -52.8% | 0.664% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 59,711 | $1.54M | 0.1% | +1.0% | 0.620% | |
| 6/13/2025 | Optima Capital LLC | 135,451 | $3.13M | 2.0% | +283.2% | 1.444% | |
| 6/2/2025 | Integrity Wealth Advisors Inc. | 749,161 | $17.31M | 12.7% | +2.4% | 7.944% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 51,165 | $1.18M | 0.0% | -4.6% | 0.543% | |
| 5/19/2025 | Jane Street Group LLC | 42,771 | $988K | 0.0% | N/A | 0.454% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 26,520 | $613K | 0.0% | -2.2% | 0.282% | |
| 5/15/2025 | Royal Bank of Canada | 60,626 | $1.40M | 0.0% | +1.3% | 0.645% | |
| 5/15/2025 | OLD Mission Capital LLC | 95,334 | $2.20M | 0.0% | +211.8% | 1.014% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 13,735 | $317K | 0.0% | N/A | 0.146% | |
| 5/13/2025 | Raymond James Financial Inc. | 977,828 | $22.60M | 0.0% | -21.7% | 10.402% | |
| 5/12/2025 | Davis Selected Advisers | 3,890,080 | $89.90M | 0.5% | +0.5% | 41.384% | |
| 5/7/2025 | LPL Financial LLC | 85,262 | $1.97M | 0.0% | -6.9% | 0.907% | |
| 5/6/2025 | Kathleen S. Wright Associates Inc. | 36,603 | $846K | 0.3% | -5.9% | 0.389% | |
| 5/5/2025 | Lunt Capital Management Inc. | 138,764 | $3.21M | 1.2% | +7.7% | 1.476% | |
| 4/30/2025 | Lakeside Advisors INC. | 58,500 | $1.35M | 0.9% | -3.3% | 0.622% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 15,387 | $355K | 0.0% | N/A | 0.164% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 59,095 | $1.38M | 0.1% | +10.8% | 0.629% | |
| 4/28/2025 | D.A. Davidson & CO. | 16,700 | $386K | 0.0% | -4.3% | 0.178% | |
| 4/28/2025 | Bellevue Asset Management LLC | 11,515 | $266K | 0.1% | -58.7% | 0.123% | |
| 4/28/2025 | Sebold Capital Management Inc. | 103,399 | $2.39M | 1.6% | -10.4% | 1.100% | |
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| 4/22/2025 | Live Oak Private Wealth LLC | 61,912 | $1.43M | 0.2% | +3.4% | 0.659% | |
| 2/17/2025 | Bank of America Corp DE | 56,860 | $1.24M | 0.0% | -13.1% | 0.661% | |
| 2/14/2025 | Fischer Investment Strategies LLC | 185,434 | $4.05M | 3.2% | N/A | 2.156% | |
| 2/14/2025 | Stifel Financial Corp | 148,989 | $3.25M | 0.0% | N/A | 1.732% | |
| 2/13/2025 | Integrity Wealth Advisors Inc. | 731,914 | $15.99M | 11.6% | N/A | 8.511% | |
| 2/13/2025 | Raymond James Financial Inc. | 1,248,714 | $27.27M | 0.0% | N/A | 14.520% | |
| 2/12/2025 | OLD Mission Capital LLC | 30,572 | $668K | 0.0% | +38.7% | 0.355% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 19,749 | $431K | 0.0% | -40.6% | 0.230% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 27,121 | $592K | 0.0% | +2.2% | 0.315% | |
| 2/11/2025 | LPL Financial LLC | 91,578 | $2M | 0.0% | +77.5% | 1.065% | |
