| 5/19/2026 | Bank of America Corp DE | 141,626 | $11.00M | 0.0% | -27.2% | 4.129% | |
| 5/18/2026 | Royal Bank of Canada | 8,876 | $689K | 0.0% | -2.5% | 0.259% | |
| 5/13/2026 | Cetera Investment Advisers | 25,635 | $1.99M | 0.0% | -21.1% | 0.747% | |
| 5/6/2026 | SteelPeak Wealth LLC | 17,902 | $1.39M | 0.0% | -11.1% | 0.522% | |
| 5/2/2026 | Anchor Investment Management LLC | 5,950 | $462K | 0.0% | +693.3% | 0.173% | |
| 5/1/2026 | Fifth Third Bancorp | 2,362 | $183K | 0.0% | N/A | 0.069% | |
| 4/24/2026 | Partners Wealth Management LLC | 7,040 | $547K | 0.6% | -19.0% | 0.205% | |
| 4/22/2026 | Larry Mathis Financial Planning LLC | 64,842 | $5.04M | 4.5% | +0.4% | 1.890% | |
| 4/17/2026 | Certified Advisory Corp | 38,675 | $3.00M | 0.3% | -9.8% | 1.128% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 33,147 | $2.57M | 0.3% | +5.8% | 0.966% | |
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| 3/11/2026 | Larry Mathis Financial Planning LLC | 64,565 | $5.06M | 4.4% | N/A | 1.882% | |
| 2/26/2026 | Anchor Investment Management LLC | 750 | $59K | 0.0% | N/A | 0.022% | |
| 2/18/2026 | NewEdge Advisors LLC | 5,570 | $437K | 0.0% | -2.8% | 0.162% | |
| 2/18/2026 | KKM Financial LLC | 4,114 | $323K | 0.1% | -29.3% | 0.120% | |
| 2/17/2026 | Cetera Investment Advisers | 32,501 | $2.55M | 0.0% | +8.3% | 0.948% | |
| 2/17/2026 | Kovack Advisors Inc. | 8,766 | $687K | 0.0% | N/A | 0.256% | |
| 2/17/2026 | Osaic Holdings Inc. | 42,952 | $3.37M | 0.0% | -17.2% | 1.252% | |
| 2/17/2026 | Royal Bank of Canada | 9,106 | $714K | 0.0% | -2.5% | 0.265% | |
| 2/17/2026 | Hyundai Investments Co. Ltd. | 5,678 | $446K | 0.4% | N/A | 0.166% | |
| 2/16/2026 | MML Investors Services LLC | 21,102 | $1.66M | 0.0% | +31.5% | 0.615% | |
| 2/13/2026 | Stifel Financial Corp | 11,894 | $933K | 0.0% | +2.2% | 0.347% | |
| 2/13/2026 | Wells Fargo & Company MN | 183,097 | $14.36M | 0.0% | +1.1% | 5.338% | |
| 2/12/2026 | Jane Street Group LLC | 3,538 | $277K | 0.0% | N/A | 0.103% | |
| 2/12/2026 | Kovack Advisors Inc. | 8,766 | $687K | 0.0% | N/A | 0.256% | |
| 2/11/2026 | LPL Financial LLC | 246,029 | $19.29M | 0.0% | +3.1% | 7.173% | |
| 2/6/2026 | Empirical Asset Management LLC | 10,491 | $823K | 0.1% | +15.8% | 0.306% | |
| 2/6/2026 | HighTower Advisors LLC | 12,473 | $978K | 0.0% | +33.9% | 0.364% | |
| 2/5/2026 | Duncan Williams Asset Management LLC | 8,266 | $649K | 0.2% | -13.4% | 0.241% | |
| 2/5/2026 | Stephens Inc. AR | 64,494 | $5.06M | 0.1% | +9.6% | 1.880% | |
| 2/4/2026 | Opinicus Capital Inc. | 4,037 | $317K | 0.2% | -5.1% | 0.118% | |
| 1/29/2026 | UBS Group AG | 102,218 | $8.02M | 0.0% | +2.6% | 2.980% | |
| 1/27/2026 | Novem Group | 2,931 | $230K | 0.0% | N/A | 0.085% | |
| 1/27/2026 | Hobart Private Capital LLC | 17,444 | $1.37M | 0.3% | +10.2% | 0.509% | |
| 1/26/2026 | Elevation Capital Advisory LLC | 36,141 | $2.83M | 1.2% | N/A | 1.054% | |
| 1/23/2026 | Farther Finance Advisors LLC | 3,391 | $266K | 0.0% | N/A | 0.099% | |
| 1/21/2026 | Capital Advisors Ltd. LLC | 31,320 | $2.46M | 0.3% | -3.8% | 0.913% | |
| 1/20/2026 | SteelPeak Wealth LLC | 20,128 | $1.58M | 0.1% | -4.0% | 0.587% | |
| 1/12/2026 | Certified Advisory Corp | 42,891 | $3.36M | 0.3% | +290.2% | 1.250% | |
| 11/17/2025 | NewEdge Advisors LLC | 5,731 | $453K | 0.0% | +55.2% | 0.167% | |
| 11/17/2025 | Susquehanna International Group LLP | 13,947 | $1.10M | 0.0% | -67.0% | 0.407% | |
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| 11/17/2025 | Citadel Advisors LLC | 33,632 | $2.66M | 0.0% | N/A | 0.981% | |
| 11/17/2025 | Bank of America Corp DE | 195,024 | $15.41M | 0.0% | +0.6% | 5.686% | |
| 11/17/2025 | Ameriprise Financial Inc. | 235,658 | $18.59M | 0.0% | -14.3% | 6.870% | |
| 11/14/2025 | Raymond James Financial Inc. | 5,141 | $406K | 0.0% | +8.3% | 0.150% | |
| 11/14/2025 | NorthRock Partners LLC | 43,269 | $3.42M | 0.1% | N/A | 1.261% | |
| 11/13/2025 | UBS Group AG | 99,606 | $7.87M | 0.0% | +4.0% | 2.904% | |
| 11/13/2025 | Certified Advisory Corp | 10,992 | $868K | 0.1% | +296.5% | 0.320% | |
| 11/12/2025 | Empirical Asset Management LLC | 9,058 | $716K | 0.1% | +8.9% | 0.264% | |
| 11/10/2025 | OneDigital Investment Advisors LLC | 23,997 | $1.90M | 0.0% | -1.5% | 0.700% | |
| 11/6/2025 | Assetmark Inc. | 36,498 | $2.88M | 0.0% | -58.2% | 1.064% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 21,563 | $1.70M | 0.0% | +6.1% | 0.629% | |
| 10/27/2025 | Stephens Inc. AR | 58,866 | $4.65M | 0.1% | -13.8% | 1.716% | |
| 10/21/2025 | SteelPeak Wealth LLC | 20,958 | $1.66M | 0.1% | N/A | 0.611% | |
| 10/20/2025 | Merit Financial Group LLC | 2,794 | $221K | 0.0% | -46.7% | 0.081% | |
| 10/16/2025 | Capital Advisors Ltd. LLC | 32,563 | $2.57M | 0.3% | +3.4% | 0.949% | |
| 10/16/2025 | Fortress Wealth Management Inc. | 4,655 | $368K | 0.2% | -14.4% | 0.136% | |
| 10/1/2025 | Hobart Private Capital LLC | 15,828 | $1.25M | 0.3% | +13.7% | 0.461% | |
| 9/4/2025 | Osaic Holdings Inc. | 76,073 | $5.96M | 0.0% | +18.1% | 2.218% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 3,087 | $242K | 0.0% | N/A | 0.090% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 350 | $27K | 0.0% | N/A | 0.010% | |
| 8/15/2025 | MML Investors Services LLC | 16,296 | $1.28M | 0.0% | +6.4% | 0.475% | |
| 8/15/2025 | Bank of America Corp DE | 193,771 | $15.18M | 0.0% | +1.3% | 5.649% | |
| 8/15/2025 | Ameriprise Financial Inc. | 274,952 | $21.52M | 0.0% | +32.2% | 8.016% | |
| 8/14/2025 | Jane Street Group LLC | 15,581 | $1.22M | 0.0% | N/A | 0.454% | |
| 8/14/2025 | NewEdge Advisors LLC | 3,692 | $289K | 0.0% | -6.5% | 0.108% | |
| 8/13/2025 | Rockport Wealth LLC | 2,729 | $214K | 0.0% | N/A | 0.080% | |
| 8/12/2025 | MAI Capital Management | 4,798 | $376K | 0.0% | -13.6% | 0.140% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 17,705 | $1.39M | 0.0% | +3.1% | 0.516% | |
| 8/8/2025 | Cetera Investment Advisers | 26,610 | $2.09M | 0.0% | -27.7% | 0.776% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 625 | $49K | 0.0% | N/A | 0.018% | |
| 8/7/2025 | SFE Investment Counsel | 2,600 | $204K | 0.0% | N/A | 0.076% | |
| 8/4/2025 | Assetmark Inc. | 87,216 | $6.83M | 0.0% | -43.4% | 2.543% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 20,314 | $1.59M | 0.0% | +4.6% | 0.592% | |
| 7/31/2025 | Hobart Private Capital LLC | 13,925 | $1.09M | 0.2% | N/A | 0.406% | |
| 7/31/2025 | Trademark Financial Management LLC | 2,664 | $209K | 0.1% | -61.5% | 0.078% | |
| 7/29/2025 | Stephens Inc. AR | 68,314 | $5.35M | 0.1% | +0.2% | 1.992% | |
| 7/29/2025 | Empirical Asset Management LLC | 8,317 | $652K | 0.2% | +2.7% | 0.242% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 31,484 | $2.47M | 0.3% | -2.1% | 0.918% | |
| 7/17/2025 | Patton Albertson Miller Group LLC | 3,065 | $240K | 0.0% | -9.6% | 0.089% | |
| 7/17/2025 | TBH Global Asset Management LLC | 9,584 | $751K | 0.1% | -49.5% | 0.279% | |
| 5/16/2025 | NewEdge Advisors LLC | 3,950 | $304K | 0.0% | +136.7% | 0.113% | |
| 5/15/2025 | Royal Bank of Canada | 18,872 | $1.45M | 0.0% | +68.5% | 0.539% | |
| 5/14/2025 | Comerica Bank | 2,952 | $227K | 0.0% | +17.1% | 0.084% | |
| 5/13/2025 | HighTower Advisors LLC | 7,182 | $552K | 0.0% | N/A | 0.205% | |
| 5/7/2025 | LPL Financial LLC | 174,336 | $13.41M | 0.0% | +5.0% | 4.981% | |
| 5/6/2025 | Assetmark Inc. | 154,195 | $11.86M | 0.0% | +23.8% | 4.406% | |
| 5/6/2025 | Cetera Investment Advisers | 36,822 | $2.83M | 0.0% | +76.8% | 1.052% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 3,241 | $249K | 0.0% | N/A | 0.093% | |
| 5/2/2025 | Patton Albertson Miller Group LLC | 3,390 | $261K | 0.0% | -10.2% | 0.104% | |
| 5/2/2025 | Fortress Wealth Management Inc. | 5,393 | $415K | 0.2% | -18.9% | 0.154% | |
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| 5/1/2025 | Stephens Inc. AR | 68,151 | $5.24M | 0.1% | +6.9% | 1.947% | |
| 4/30/2025 | Optimum Investment Advisors | 608 | $47K | 0.0% | N/A | 0.017% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 19,423 | $1.49M | 0.0% | +125.3% | 0.550% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 31,301 | $2.41M | 0.0% | +36.6% | 0.887% | |
| 4/28/2025 | Private Trust Co. NA | 526 | $40K | 0.0% | +155.3% | 0.015% | |
| 4/25/2025 | Trademark Financial Management LLC | 6,916 | $532K | 0.4% | +3.9% | 0.196% | |
| 4/25/2025 | TBH Global Asset Management LLC | 18,980 | $1.46M | 0.1% | +250.4% | 0.538% | |
| 4/16/2025 | New Century Financial Group LLC | 3,168 | $244K | 0.3% | N/A | 0.090% | |
| 4/15/2025 | Capital Advisors Ltd. LLC | 32,154 | $2.47M | 0.3% | +12.5% | 0.911% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 132,114 | $10.16M | 1.4% | N/A | 3.743% | |