| 5/18/2026 | Royal Bank of Canada | 187,237 | $6.40M | 0.0% | +0.6% | 3.636% | |
| 5/14/2026 | FCA Corp TX | 15,960 | $545K | 0.2% | -64.9% | 0.310% | |
| 5/1/2026 | Fifth Third Bancorp | 5,078 | $173K | 0.0% | N/A | 0.099% | |
| 4/30/2026 | Whipplewood Advisors LLC | 31,113 | $1.06M | 0.6% | +2.7% | 0.604% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 16,472 | $563K | 0.0% | -5.3% | 0.320% | |
| 4/27/2026 | Leelyn Smith LLC | 9,908 | $338K | 0.0% | +3.6% | 0.192% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 110,871 | $3.79M | 0.0% | +2.7% | 2.153% | |
| 4/18/2026 | BCS Wealth Management | 8,048 | $275K | 0.1% | -50.0% | 0.156% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 7,922 | $291K | 0.0% | +4.6% | 0.154% | |
| 3/5/2026 | Mengis Capital Management Inc. | 29,584 | $1.09M | 0.2% | +4.4% | 0.574% | |
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| 2/17/2026 | &PARTNERS | 8,214 | $301K | 0.0% | N/A | 0.159% | |
| 2/17/2026 | Royal Bank of Canada | 186,078 | $6.83M | 0.0% | -0.5% | 3.613% | |
| 2/13/2026 | Johnson Investment Counsel Inc. | 8,900 | $326K | 0.0% | +41.7% | 0.173% | |
| 2/13/2026 | Stifel Financial Corp | 36,666 | $1.35M | 0.0% | -1.2% | 0.712% | |
| 2/13/2026 | Creekside Partners | 14,535 | $533K | 0.2% | +8.9% | 0.282% | |
| 2/13/2026 | Wells Fargo & Company MN | 20,392 | $748K | 0.0% | -1.7% | 0.396% | |
| 2/12/2026 | Jane Street Group LLC | 7,228 | $265K | 0.0% | -60.7% | 0.140% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 18,092 | $664K | 0.0% | -4.5% | 0.351% | |
| 2/11/2026 | Cornerstone Financial Group LLC NE | 43,592 | $1.60M | 1.1% | +4.9% | 0.846% | |
| 2/11/2026 | FCA Corp TX | 45,424 | $1.67M | 0.5% | -1.5% | 0.882% | |
| 2/11/2026 | LPL Financial LLC | 267,817 | $9.82M | 0.0% | +9.4% | 5.200% | |
| 2/11/2026 | MCF Advisors LLC | 33,428 | $1.23M | 0.1% | N/A | 0.649% | |
| 2/10/2026 | Savant Capital LLC | 6,201 | $227K | 0.0% | -6.4% | 0.120% | |
| 2/6/2026 | Signature Estate & Investment Advisors LLC | 15,130 | $555K | 0.0% | +3.2% | 0.294% | |
| 2/6/2026 | HighTower Advisors LLC | 11,084 | $407K | 0.0% | +10.4% | 0.215% | |
| 2/5/2026 | RiverFront Investment Group LLC | 975,633 | $35.79M | 0.6% | +4.3% | 18.944% | |
| 2/5/2026 | Mesirow Financial Investment Management Inc. | 8,865 | $325K | 0.0% | -52.1% | 0.172% | |
| 2/3/2026 | Koshinski Asset Management Inc. | 17,397 | $638K | 0.0% | -4.6% | 0.338% | |
| 2/2/2026 | Truist Financial Corp | 22,900 | $840K | 0.0% | +1.3% | 0.445% | |
| 1/30/2026 | Turning Point Benefit Group Inc. | 79,184 | $2.90M | 1.5% | +28.4% | 1.538% | |
| 1/28/2026 | Leelyn Smith LLC | 9,563 | $351K | 0.1% | +9.8% | 0.186% | |
| 1/26/2026 | JNBA Financial Advisors | 21,702 | $796K | 0.1% | -1.3% | 0.421% | |
| 1/26/2026 | BCS Wealth Management | 16,096 | $590K | 0.1% | +100.0% | 0.313% | |
| 1/1/2026 | JPMorgan Chase & Co. | 37,745 | $1.40M | 0.0% | +12.6% | 0.733% | |
| 11/17/2025 | First Foundation Advisors | 39,655 | $1.47M | 0.1% | -2.7% | 0.770% | |
| 11/17/2025 | Turning Point Benefit Group Inc. | 61,685 | $2.32M | 1.4% | +169.8% | 1.198% | |
| 11/14/2025 | Raymond James Financial Inc. | 351,516 | $13.03M | 0.0% | -1.8% | 6.826% | |
| 11/12/2025 | Mengis Capital Management Inc. | 28,333 | $1.05M | 0.2% | +14.4% | 0.550% | |
| 11/12/2025 | Cornerstone Financial Group LLC NE | 41,551 | $1.54M | 1.2% | -3.0% | 0.807% | |
| 11/12/2025 | Accredited Wealth Management LLC | 83,872 | $3.11M | 2.5% | +155.1% | 1.629% | |
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| 11/12/2025 | Mesirow Financial Investment Management Inc. | 18,503 | $686K | 0.0% | +15.6% | 0.359% | |
| 11/7/2025 | JPMorgan Chase & Co. | 37,745 | $1.40M | 0.0% | +12.6% | 0.733% | |
| 11/6/2025 | Whipplewood Advisors LLC | 31,649 | $1.17M | 0.8% | +4.8% | 0.615% | |
| 11/5/2025 | Signature Estate & Investment Advisors LLC | 14,658 | $543K | 0.0% | -17.6% | 0.285% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 961,237 | $35.63M | 0.0% | +0.3% | 18.665% | |
| 11/4/2025 | Jones Financial Companies Lllp | 1,618 | $59K | 0.0% | +709.0% | 0.031% | |
| 10/31/2025 | B. Riley Wealth Advisors Inc. | 8,800 | $326K | 0.0% | N/A | 0.171% | |
| 10/30/2025 | Leelyn Smith LLC | 8,706 | $323K | 0.0% | N/A | 0.169% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 6,341 | $242K | 0.0% | -4.8% | 0.123% | |
| 10/27/2025 | Creekside Partners | 13,341 | $495K | 0.2% | -4.6% | 0.259% | |
| 10/27/2025 | First Horizon Corp | 2,200 | $82K | 0.0% | N/A | 0.043% | |
| 9/4/2025 | Osaic Holdings Inc. | 8,261 | $286K | 0.0% | -4.3% | 0.160% | |
| 8/18/2025 | Cornerstone Financial Group LLC NE | 42,825 | $1.49M | 1.3% | +0.7% | 0.832% | |
| 8/15/2025 | Bank of America Corp DE | 777 | $27K | 0.0% | N/A | 0.015% | |
| 8/14/2025 | Jane Street Group LLC | 30,226 | $1.05M | 0.0% | +199.8% | 0.587% | |
| 8/14/2025 | Raymond James Financial Inc. | 358,000 | $12.41M | 0.0% | -3.9% | 6.951% | |
| 8/13/2025 | Flow Traders U.S. LLC | 14,898 | $517K | 0.0% | N/A | 0.289% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 6,999 | $243K | 0.0% | N/A | 0.136% | |
| 8/13/2025 | Pursue Wealth Partners LLC | 8,000 | $277K | 0.2% | N/A | 0.155% | |
| 8/12/2025 | RiverFront Investment Group LLC | 898,984 | $31.17M | 0.6% | +4.8% | 17.456% | |
| 8/12/2025 | JPMorgan Chase & Co. | 33,513 | $1.16M | 0.0% | +9.2% | 0.651% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 13,301 | $461K | 0.0% | -31.3% | 0.258% | |
| 8/4/2025 | Mesirow Financial Investment Management Inc. | 16,003 | $555K | 0.0% | N/A | 0.311% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 958,355 | $33.23M | 0.0% | -0.8% | 18.609% | |
| 7/31/2025 | Whipplewood Advisors LLC | 30,188 | $1.05M | 0.6% | +34.0% | 0.586% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 22,861 | $793K | 0.6% | +68.8% | 0.444% | |
| 7/29/2025 | Planned Solutions Inc. | 14,007 | $486K | 0.2% | -3.3% | 0.272% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 17,797 | $617K | 0.0% | +6.8% | 0.346% | |
| 7/29/2025 | Creekside Partners | 13,982 | $485K | 0.2% | +16.8% | 0.271% | |
| 7/24/2025 | JNBA Financial Advisors | 21,978 | $762K | 0.1% | -22.9% | 0.427% | |
| 7/24/2025 | Mengis Capital Management Inc. | 24,758 | $858K | 0.2% | +2.4% | 0.481% | |
| 7/18/2025 | Truist Financial Corp | 22,694 | $787K | 0.0% | -2.3% | 0.441% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 106,185 | $3.68M | 0.0% | -1.0% | 2.062% | |
| 7/15/2025 | BCS Wealth Management | 8,262 | $286K | 0.1% | -28.6% | 0.160% | |
| 7/14/2025 | Sowell Financial Services LLC | 7,429 | $258K | 0.0% | -6.7% | 0.144% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,661 | $232K | 0.0% | N/A | 0.129% | |
| 5/19/2025 | Jane Street Group LLC | 10,083 | $336K | 0.0% | -73.2% | 0.196% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 16,671 | $555K | 0.0% | -14.2% | 0.324% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,756 | $58K | 0.0% | N/A | 0.034% | |
| 5/16/2025 | NewEdge Advisors LLC | 2,000 | $67K | 0.0% | N/A | 0.039% | |
| 5/15/2025 | Royal Bank of Canada | 190,327 | $6.33M | 0.0% | +3.1% | 3.696% | |
| 5/14/2025 | Comerica Bank | 5,471 | $182K | 0.0% | +8.0% | 0.106% | |
| 5/14/2025 | Accredited Wealth Management LLC | 33,531 | $1.12M | 0.9% | +11.7% | 0.651% | |
| 5/13/2025 | Raymond James Financial Inc. | 372,658 | $12.40M | 0.0% | -1.7% | 7.236% | |
| 5/13/2025 | FCA Corp TX | 42,101 | $1.40M | 0.4% | +1.5% | 0.817% | |
| 5/13/2025 | HighTower Advisors LLC | 7,174 | $239K | 0.0% | N/A | 0.139% | |
| 5/8/2025 | Mengis Capital Management Inc. | 24,185 | $805K | 0.2% | +4.5% | 0.470% | |
| 5/8/2025 | Atlas Wealth LLC | 9,146 | $304K | 0.1% | +17.9% | 0.178% | |
| 5/8/2025 | First Foundation Advisors | 44,786 | $1.49M | 0.1% | -10.5% | 0.870% | |
| 5/7/2025 | LPL Financial LLC | 209,425 | $6.97M | 0.0% | +3.5% | 4.067% | |
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| 5/6/2025 | Kathleen S. Wright Associates Inc. | 31,770 | $1.06M | 0.4% | -8.6% | 0.617% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 966,078 | $32.15M | 0.0% | +0.3% | 18.943% | |
| 4/25/2025 | JNBA Financial Advisors | 28,509 | $949K | 0.1% | -19.4% | 0.559% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 122,420 | $4.07M | 0.0% | +565.1% | 2.400% | |
| 4/21/2025 | Johnson Investment Counsel Inc. | 6,280 | $209K | 0.0% | N/A | 0.123% | |
| 4/17/2025 | Sowell Financial Services LLC | 7,964 | $265K | 0.0% | N/A | 0.156% | |
| 4/14/2025 | BCS Wealth Management | 11,570 | $385K | 0.1% | -17.4% | 0.227% | |
| 4/10/2025 | Whipplewood Advisors LLC | 22,522 | $749K | 0.2% | -28.0% | 0.446% | |
| 4/2/2025 | Marcum Wealth LLC | 6,588 | $219K | 0.0% | -5.3% | 0.130% | |
| 2/17/2025 | Cornerstone Financial Group LLC NE | 41,019 | $1.24M | 1.2% | N/A | 0.582% | |