| 5/19/2026 | Arkadios Wealth Advisors | 7,514 | $629K | 0.0% | +32.0% | 0.049% | |
| 5/18/2026 | Sunbelt Securities Inc. | 45,510 | $3.81M | 0.2% | +1.0% | 0.298% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 11,508 | $964K | 0.0% | +11.0% | 0.075% | |
| 5/5/2026 | Bank of New York Mellon Corp | 14,847 | $1.24M | 0.0% | +23.7% | 0.097% | |
| 4/22/2026 | Princeton Global Asset Management LLC | 3,886 | $326K | 0.1% | -9.3% | 0.025% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 195,114 | $16.35M | 0.0% | +3.5% | 1.279% | |
| 4/21/2026 | ADG Wealth Management Group LLC | 62,883 | $5.27M | 3.7% | +8.0% | 0.412% | |
| 2/20/2026 | Sunbelt Securities Inc. | 45,067 | $3.73M | 0.2% | +1.9% | 0.296% | |
| 2/17/2026 | Imprint Wealth LLC | 723 | $60K | 0.3% | -75.4% | 0.005% | |
| 2/17/2026 | Advisory Services Network LLC | 10,378 | $859K | 0.0% | -2.0% | 0.068% | |
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| 2/17/2026 | Captrust Financial Advisors | 72,714 | $6.02M | 0.0% | -1.4% | 0.477% | |
| 2/16/2026 | Arax Advisory Partners | 1,044 | $86K | 0.0% | N/A | 0.007% | |
| 2/13/2026 | Arkadios Wealth Advisors | 5,691 | $471K | 0.0% | N/A | 0.037% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 188,548 | $15.61M | 0.0% | +3.2% | 1.236% | |
| 2/11/2026 | Commonwealth Retirement Investments LLC | 490 | $41K | 0.0% | N/A | 0.003% | |
| 2/11/2026 | JPMorgan Chase & Co. | 132,940 | $11.00M | 0.0% | -30.7% | 0.872% | |
| 2/11/2026 | Continuum Advisory LLC | 4,787 | $396K | 0.0% | -8.3% | 0.031% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 2,423 | $200K | 0.0% | -20.1% | 0.016% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 10,365 | $858K | 0.0% | +12.1% | 0.068% | |
| 1/28/2026 | Confluence Wealth Services Inc. | 136,047 | $11.26M | 0.5% | +0.9% | 0.892% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 7,984 | $661K | 0.0% | N/A | 0.052% | |
| 1/26/2026 | Private Trust Co. NA | 1,596 | $132K | 0.0% | -9.6% | 0.010% | |
| 1/23/2026 | Farther Finance Advisors LLC | 5,661 | $469K | 0.0% | +26.0% | 0.037% | |
| 1/23/2026 | Fifth Third Securities Inc. | 149,024 | $12.34M | 0.8% | +4.1% | 0.977% | |
| 1/21/2026 | Prime Capital Investment Advisors LLC | 44,287 | $3.67M | 0.0% | +6.9% | 0.290% | |
| 1/20/2026 | Princeton Global Asset Management LLC | 4,286 | $355K | 0.1% | -16.0% | 0.028% | |
| 1/15/2026 | ADG Wealth Management Group LLC | 58,218 | $4.82M | 3.7% | -0.5% | 0.382% | |
| 1/1/2026 | JPMorgan Chase & Co. | 191,908 | $15.29M | 0.0% | -22.3% | 1.258% | |
| 12/23/2025 | Triumph Capital Management | 1,359 | $108K | 0.0% | N/A | 0.009% | |
| 11/19/2025 | Sunbelt Securities Inc. | 44,213 | $3.52M | 0.2% | +27.9% | 0.290% | |
| 11/19/2025 | Captrust Financial Advisors | 73,773 | $5.88M | 0.0% | -1.8% | 0.484% | |
| 11/17/2025 | Triumph Capital Management | 1,359 | $108K | 0.0% | N/A | 0.009% | |
| 11/17/2025 | Flow Traders U.S. LLC | 80,814 | $6.44M | 0.3% | -24.4% | 0.530% | |
| 11/14/2025 | Imprint Wealth LLC | 2,945 | $235K | 0.8% | N/A | 0.019% | |
| 11/10/2025 | Cozad Asset Management Inc. | 3,215 | $256K | 0.0% | +23.9% | 0.021% | |
| 11/10/2025 | Thoroughbred Financial Services LLC | 3,034 | $241K | 0.0% | -19.9% | 0.020% | |
| 11/7/2025 | JPMorgan Chase & Co. | 191,908 | $15.29M | 0.0% | -22.3% | 1.258% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 9,243 | $736K | 0.0% | +34.4% | 0.061% | |
| 11/6/2025 | Lynx Investment Advisory | 74,062 | $5.90M | 3.5% | +2.0% | 0.486% | |
| 11/6/2025 | Aspect Partners LLC | 7,688 | $613K | 0.3% | -1.6% | 0.050% | |
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| 11/5/2025 | Prime Capital Investment Advisors LLC | 41,423 | $3.30M | 0.0% | +2.5% | 0.272% | |
| 11/4/2025 | Jones Financial Companies Lllp | 38,510 | $3.04M | 0.0% | -0.4% | 0.253% | |
| 10/28/2025 | Confluence Wealth Services Inc. | 134,804 | $10.74M | 0.5% | +1.9% | 0.884% | |
| 10/23/2025 | Steigerwald Gordon & Koch Inc. | 352 | $28K | 0.0% | N/A | 0.002% | |
| 10/16/2025 | Lowe Wealth Advisors LLC | 71,336 | $5.68M | 2.1% | +13.0% | 0.468% | |
| 10/15/2025 | Private Trust Co. NA | 1,766 | $141K | 0.0% | -79.2% | 0.012% | |
| 10/14/2025 | ADG Wealth Management Group LLC | 58,509 | $4.66M | 3.7% | +2.5% | 0.384% | |
| 10/14/2025 | Farther Finance Advisors LLC | 4,492 | $358K | 0.0% | +130.4% | 0.029% | |
| 10/10/2025 | Fifth Third Securities Inc. | 143,115 | $11.40M | 0.8% | +4.2% | 0.938% | |
| 10/9/2025 | Princeton Global Asset Management LLC | 5,101 | $406K | 0.1% | -4.6% | 0.033% | |
| 8/15/2025 | Captrust Financial Advisors | 75,155 | $5.93M | 0.0% | +6.7% | 0.493% | |
| 8/13/2025 | Flow Traders U.S. LLC | 106,890 | $8.43M | 0.3% | +41.2% | 0.701% | |
| 8/12/2025 | Cozad Asset Management Inc. | 2,595 | $205K | 0.0% | N/A | 0.017% | |
| 8/12/2025 | JPMorgan Chase & Co. | 247,129 | $19.50M | 0.0% | -2.3% | 1.621% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 6,875 | $542K | 0.0% | -72.8% | 0.045% | |
| 8/6/2025 | First Horizon Advisors Inc. | 330 | $26K | 0.0% | -54.0% | 0.002% | |
| 8/5/2025 | ADG Wealth Management Group LLC | 57,062 | $4.50M | 3.8% | +0.8% | 0.374% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 512 | $40K | 0.0% | N/A | 0.003% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 5,346 | $422K | 0.1% | +18.0% | 0.035% | |
| 7/29/2025 | Private Trust Co. NA | 8,491 | $670K | 0.1% | +3.3% | 0.056% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 40,405 | $3.19M | 0.0% | +19.6% | 0.265% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 132,341 | $10.44M | 0.6% | +3.8% | 0.868% | |
| 7/18/2025 | Lynx Investment Advisory | 72,615 | $5.73M | 3.7% | +14.8% | 0.476% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 175,680 | $13.86M | 0.0% | +0.8% | 1.152% | |
| 7/17/2025 | Fifth Third Securities Inc. | 137,357 | $10.84M | 0.8% | +7.4% | 0.901% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,950 | $154K | 0.0% | N/A | 0.013% | |
| 7/8/2025 | Lowe Wealth Advisors LLC | 63,145 | $4.98M | 1.9% | +35.3% | 0.414% | |
| 6/16/2025 | Lynx Investment Advisory | 63,241 | $4.58M | 3.1% | +2.4% | 0.426% | |
| 5/20/2025 | Anchor Investment Management LLC | 25,262 | $1.83M | 0.2% | -16.5% | 0.175% | |
| 5/14/2025 | Flow Traders U.S. LLC | 75,698 | $5.48M | 0.2% | N/A | 0.526% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 3,106 | $225K | 0.0% | -7.8% | 0.022% | |
| 5/1/2025 | ADG Wealth Management Group LLC | 56,599 | $4.10M | 3.9% | -7.1% | 0.393% | |
| 5/1/2025 | Fifth Third Securities Inc. | 127,861 | $9.26M | 0.8% | -2.3% | 0.888% | |
| 4/30/2025 | Leavell Investment Management Inc. | 2,875 | $208K | 0.0% | N/A | 0.020% | |
| 4/28/2025 | Private Trust Co. NA | 8,222 | $596K | 0.1% | -5.0% | 0.058% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 127,496 | $9.38M | 0.6% | +2.2% | 0.898% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 3,516 | $255K | 0.0% | -5.7% | 0.025% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 174,288 | $12.63M | 0.0% | +4.2% | 1.227% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 4,531 | $328K | 0.1% | -5.2% | 0.032% | |
| 4/9/2025 | NBC Securities Inc. | 653 | $47K | 0.0% | N/A | 0.005% | |
| 4/8/2025 | Lowe Wealth Advisors LLC | 46,687 | $3.38M | 1.4% | +62.1% | 0.333% | |
| 2/18/2025 | Sunbelt Securities Inc. | 37,714 | $2.56M | 0.2% | +7.2% | 0.385% | |
| 2/17/2025 | Captrust Financial Advisors | 72,615 | $4.94M | 0.0% | +19.9% | 0.741% | |
| 2/13/2025 | Legacy Financial Advisors Inc. | 3,370 | $229K | 0.0% | -13.5% | 0.034% | |
| 2/12/2025 | JPMorgan Chase & Co. | 268,731 | $18.26M | 0.0% | +3.5% | 2.742% | |
| 2/11/2025 | Lynx Investment Advisory | 61,772 | $4.20M | 2.9% | +15.7% | 0.630% | |
| 2/11/2025 | Millstone Evans Group LLC | 875 | $59K | 0.0% | N/A | 0.009% | |
| 2/6/2025 | Jones Financial Companies Lllp | 8,866 | $603K | 0.0% | N/A | 0.090% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 28,481 | $1.94M | 0.2% | -2.4% | 0.291% | |
| 2/5/2025 | ADG Wealth Management Group LLC | 60,944 | $4.14M | 3.7% | N/A | 0.622% | |
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| 2/5/2025 | Private Trust Co. NA | 8,652 | $588K | 0.1% | -17.8% | 0.088% | |
| 2/3/2025 | First Horizon Advisors Inc. | 717 | $49K | 0.0% | -32.2% | 0.007% | |
| 1/27/2025 | Confluence Wealth Services Inc. | 124,778 | $8.66M | 0.6% | +5.1% | 1.273% | |
| 1/23/2025 | Fifth Third Securities Inc. | 130,814 | $8.89M | 0.8% | +16.5% | 1.335% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 167,329 | $11.37M | 0.0% | -1.2% | 1.707% | |
| 1/10/2025 | Lowe Wealth Advisors LLC | 28,794 | $1.96M | 0.8% | +198.4% | 0.294% | |
| 12/26/2024 | JPMorgan Chase & Co. | 259,532 | $19.36M | 0.0% | +50.9% | 2.648% | |
| 11/21/2024 | Anchor Investment Management LLC | 30,262 | $2.26M | 0.2% | N/A | 0.309% | |
| 11/18/2024 | Sunbelt Securities Inc. | 35,168 | $2.62M | 0.3% | +8.7% | 0.359% | |
| 11/14/2024 | Captrust Financial Advisors | 60,545 | $4.52M | 0.0% | +1,162.4% | 0.618% | |