| 5/19/2026 | Bank of America Corp DE | 144,027 | $3.48M | 0.0% | +96,562.4% | 0.547% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 4,157 | $100K | 0.0% | +939.3% | 0.016% | |
| 5/18/2026 | Royal Bank of Canada | 29,990 | $723K | 0.0% | -67.3% | 0.114% | |
| 5/13/2026 | Cetera Investment Advisers | 767,882 | $18.54M | 0.0% | +79.2% | 2.914% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 72,557 | $1.75M | 0.0% | +192.0% | 0.275% | |
| 5/6/2026 | Assetmark Inc. | 831,333 | $20.07M | 0.0% | -0.2% | 3.155% | |
| 5/2/2026 | International Assets Investment Management LLC | 36,675 | $882K | 0.0% | -11.6% | 0.139% | |
| 5/2/2026 | Diversify Wealth Management LLC | 51,257 | $1.25M | 0.0% | N/A | 0.195% | |
| 5/2/2026 | Valmark Advisers Inc. | 25,836 | $624K | 0.0% | -2.8% | 0.098% | |
| 5/1/2026 | Fifth Third Bancorp | 20,788 | $502K | 0.0% | N/A | 0.079% | |
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| 5/1/2026 | Sovran Advisors LLC | 101,885 | $2.49M | 0.2% | +3.3% | 0.387% | |
| 4/30/2026 | Kestra Advisory Services LLC | 11,064 | $267K | 0.0% | -18.3% | 0.042% | |
| 4/27/2026 | World Investment Advisors | 14,108 | $341K | 0.0% | -8.6% | 0.054% | |
| 4/27/2026 | Private Advisor Group LLC | 11,905 | $287K | 0.0% | N/A | 0.045% | |
| 4/25/2026 | rebel Financial LLC | 156,190 | $3.77M | 1.6% | +6.3% | 0.593% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 102,164 | $2.47M | 0.0% | +108.9% | 0.388% | |
| 4/21/2026 | Sequent Planning LLC | 49,067 | $1.18M | 0.3% | +23.9% | 0.186% | |
| 4/20/2026 | Provenance Wealth Advisors LLC | 823,220 | $19.87M | 2.1% | N/A | 3.124% | |
| 4/18/2026 | CENTRAL TRUST Co | 21,394 | $516K | 0.0% | +11.1% | 0.081% | |
| 4/17/2026 | Prentice Wealth Management LLC | 1,010,897 | $24.40M | 5.5% | +72.5% | 3.836% | |
| 3/13/2026 | World Investment Advisors | 15,432 | $377K | 0.0% | N/A | 0.059% | |
| 2/18/2026 | Onyx Bridge Wealth Group LLC | 14,850 | $363K | 0.0% | N/A | 0.056% | |
| 2/17/2026 | Cetera Investment Advisers | 428,410 | $10.46M | 0.0% | +10.6% | 1.626% | |
| 2/17/2026 | Kovack Advisors Inc. | 63,193 | $1.54M | 0.1% | +14.6% | 0.240% | |
| 2/17/2026 | Osaic Holdings Inc. | 69,950 | $1.71M | 0.0% | -50.1% | 0.265% | |
| 2/17/2026 | Royal Bank of Canada | 91,674 | $2.24M | 0.0% | +34.0% | 0.348% | |
| 2/16/2026 | Tenzing Financial LLC | 40,587 | $991K | 0.8% | N/A | 0.154% | |
| 2/16/2026 | MML Investors Services LLC | 87,764 | $2.14M | 0.0% | +22.5% | 0.333% | |
| 2/13/2026 | Kestra Advisory Services LLC | 13,535 | $330K | 0.0% | -46.0% | 0.051% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 99,487 | $2.43M | 0.1% | +113.5% | 0.378% | |
| 2/13/2026 | Wells Fargo & Company MN | 386,651 | $9.44M | 0.0% | +9.9% | 1.467% | |
| 2/12/2026 | Brooklyn Investment Group | 14,405 | $352K | 0.0% | +9.2% | 0.055% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 3,142 | $77K | 0.0% | N/A | 0.012% | |
| 2/12/2026 | Kovack Advisors Inc. | 63,193 | $1.54M | 0.1% | +14.6% | 0.240% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 48,911 | $1.19M | 0.0% | +190.8% | 0.186% | |
| 2/11/2026 | LPL Financial LLC | 1,328,195 | $32.43M | 0.0% | +12.0% | 5.041% | |
| 2/11/2026 | Franklin Resources Inc. | 10,773,464 | $263.03M | 0.1% | -6.3% | 40.886% | |
| 2/9/2026 | Hantz Financial Services Inc. | 1,882,471 | $45.96M | 0.7% | +3.6% | 7.144% | |
| 2/6/2026 | IFP Advisors Inc | 11,684 | $285K | 0.0% | -12.3% | 0.044% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 24,851 | $607K | 0.0% | +10.1% | 0.094% | |
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| 2/5/2026 | Sequent Planning LLC | 39,608 | $967K | 0.2% | +36.8% | 0.150% | |
| 2/4/2026 | World Investment Advisors | 15,432 | $377K | 0.0% | N/A | 0.059% | |
| 2/3/2026 | NewEdge Wealth LLC | 20,788 | $508K | 0.0% | +42.0% | 0.079% | |
| 2/3/2026 | International Assets Investment Management LLC | 41,475 | $1.01M | 0.1% | -30.1% | 0.157% | |
| 2/3/2026 | MGO One Seven LLC | 36,528 | $892K | 0.0% | +273.7% | 0.139% | |
| 2/2/2026 | CENTRAL TRUST Co | 19,254 | $470K | 0.0% | +22.8% | 0.073% | |
| 1/30/2026 | Prentice Wealth Management LLC | 585,945 | $14.31M | 3.3% | +10.9% | 2.224% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 3,112 | $76K | 0.0% | +47.0% | 0.012% | |
| 1/27/2026 | PFG Advisors | 154,497 | $3.77M | 0.2% | -2.8% | 0.586% | |
| 1/26/2026 | CWM LLC | 68,856 | $1.68M | 0.0% | +74.6% | 0.261% | |
| 1/23/2026 | Farther Finance Advisors LLC | 7,437 | $182K | 0.0% | +24.4% | 0.028% | |
| 1/23/2026 | Assetmark Inc. | 832,848 | $20.33M | 0.0% | +5.4% | 3.161% | |
| 1/23/2026 | Fifth Third Securities Inc. | 20,322 | $496K | 0.0% | +11.6% | 0.077% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 24,158 | $590K | 0.0% | N/A | 0.092% | |
| 1/23/2026 | Diversify Advisory Services LLC | 47,624 | $1.17M | 0.0% | N/A | 0.181% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 43,871 | $1.07M | 0.1% | +13.6% | 0.166% | |
| 1/21/2026 | Heritage Oak Wealth Advisors LLC | 8,846 | $216K | 0.1% | -94.6% | 0.034% | |
| 1/14/2026 | Global View Capital Management LLC | 40,482 | $988K | 0.2% | +2.5% | 0.154% | |
| 1/14/2026 | Redhawk Wealth Advisors Inc. | 194,884 | $4.76M | 0.5% | N/A | 0.740% | |
| 1/13/2026 | CoreCap Advisors LLC | 2,732 | $67K | 0.0% | -96.4% | 0.010% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 608,651 | $14.86M | 0.5% | -13.2% | 2.310% | |
| 1/7/2026 | Winebrenner Capital Management LLC | 91,317 | $2.23M | 1.5% | +2.3% | 0.347% | |
| 12/2/2025 | IFP Advisors Inc | 13,333 | $327K | 0.0% | -42.2% | 0.051% | |
| 11/19/2025 | Sunbelt Securities Inc. | 7,988 | $196K | 0.0% | N/A | 0.030% | |
| 11/17/2025 | Citadel Advisors LLC | 73,584 | $1.81M | 0.0% | N/A | 0.279% | |
| 11/17/2025 | Ameriprise Financial Inc. | 1,120,900 | $27.50M | 0.0% | +153.8% | 4.254% | |
| 11/14/2025 | Raymond James Financial Inc. | 64,739 | $1.59M | 0.0% | -2.0% | 0.246% | |
| 11/14/2025 | Brooklyn Investment Group | 13,188 | $324K | 0.0% | +627.8% | 0.050% | |
| 11/13/2025 | Franklin Resources Inc. | 11,494,773 | $281.97M | 0.1% | -17.1% | 43.623% | |
| 11/13/2025 | PFG Advisors | 158,931 | $3.90M | 0.2% | +9.2% | 0.603% | |
| 11/13/2025 | Sequent Planning LLC | 28,958 | $710K | 0.2% | N/A | 0.110% | |
| 11/12/2025 | Capasso Planning Partners LLC | 16,030 | $393K | 0.2% | -50.3% | 0.061% | |
| 11/12/2025 | US Bancorp DE | 4,593 | $113K | 0.0% | +52.7% | 0.017% | |
| 11/10/2025 | Cannon Wealth Management Services LLC | 13,514 | $331K | 0.3% | -20.7% | 0.051% | |
| 11/10/2025 | Kovack Advisors Inc. | 55,127 | $1.35M | 0.1% | -13.0% | 0.209% | |
| 11/7/2025 | NewEdge Wealth LLC | 14,635 | $355K | 0.0% | N/A | 0.056% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 22,566 | $554K | 0.0% | +29.8% | 0.086% | |
| 11/6/2025 | CENTRAL TRUST Co | 15,685 | $385K | 0.0% | +42.3% | 0.060% | |
| 11/6/2025 | Assetmark Inc. | 790,518 | $19.39M | 0.0% | +16.2% | 3.000% | |
| 11/5/2025 | Smartleaf Asset Management LLC | 46,604 | $1.14M | 0.1% | N/A | 0.177% | |
| 11/5/2025 | Capital Investment Advisory Services LLC | 38,617 | $947K | 0.1% | +25.9% | 0.147% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 192,419 | $4.72M | 0.0% | -9.2% | 0.730% | |
| 11/5/2025 | Hantz Financial Services Inc. | 1,817,801 | $44.59M | 0.7% | +2.4% | 6.899% | |
| 11/4/2025 | Jones Financial Companies Lllp | 49,884 | $1.22M | 0.0% | +56.1% | 0.189% | |
| 11/4/2025 | TFB Advisors LLC | 14,648 | $356K | 0.1% | -25.8% | 0.056% | |
| 11/4/2025 | Fourth Dimension Wealth LLC | 15,568 | $382K | 0.1% | +7.0% | 0.059% | |
| 10/31/2025 | Sovran Advisors LLC | 98,873 | $2.41M | 0.2% | +39.0% | 0.375% | |
| 10/31/2025 | Winebrenner Capital Management LLC | 89,270 | $2.19M | 1.6% | +10.6% | 0.339% | |
| 10/31/2025 | Global Assets Advisory LLC | 9,718 | $238K | 0.1% | N/A | 0.037% | |
| 10/29/2025 | McAdam LLC | 8,998 | $221K | 0.0% | -5.7% | 0.034% | |
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| 10/29/2025 | Global View Capital Management LLC | 39,506 | $969K | 0.2% | +25.3% | 0.150% | |
| 10/29/2025 | Arkadios Wealth Advisors | 13,294 | $326K | 0.0% | -36.9% | 0.050% | |
| 10/24/2025 | MGO One Seven LLC | 9,774 | $240K | 0.0% | -36.6% | 0.037% | |
| 10/24/2025 | Valmark Advisers Inc. | 26,340 | $646K | 0.0% | -8.4% | 0.100% | |
| 10/23/2025 | Strategic Blueprint LLC | 11,757 | $288K | 0.0% | -44.9% | 0.045% | |
| 10/22/2025 | CoreCap Advisors LLC | 75,063 | $1.84M | 0.1% | -18.5% | 0.285% | |
| 10/20/2025 | Ocean Park Asset Management LLC | 96,400 | $2.37M | 0.1% | -66.3% | 0.366% | |
| 10/20/2025 | Heritage Oak Wealth Advisors LLC | 162,539 | $3.99M | 1.5% | +25.6% | 0.617% | |
| 10/20/2025 | Ascent Group LLC | 8,263 | $203K | 0.0% | N/A | 0.031% | |
| 10/15/2025 | CWM LLC | 39,442 | $968K | 0.0% | +77.6% | 0.150% | |