| 6/3/2026 | NewEdge Advisors LLC | 55,521 | $5.08M | 0.0% | -2.9% | 1.000% | |
| 5/19/2026 | Western Wealth Management LLC | 657 | $60K | 0.0% | N/A | 0.012% | |
| 5/19/2026 | NewEdge Advisors LLC | 55,521 | $56K | 0.0% | -2.9% | 1.000% | |
| 5/19/2026 | Bank of America Corp DE | 351,574 | $32.16M | 0.0% | -3.5% | 6.335% | |
| 5/18/2026 | Royal Bank of Canada | 93,984 | $8.60M | 0.0% | -1.7% | 1.693% | |
| 5/16/2026 | Quantinno Capital Management LP | 3,611 | $330K | 0.0% | -5.1% | 0.065% | |
| 5/4/2026 | NWF Advisory Services Inc. | 7,659 | $701K | 0.1% | +23.8% | 0.138% | |
| 5/1/2026 | Fifth Third Bancorp | 232,937 | $21.31M | 0.0% | +135,328.5% | 4.197% | |
| 5/1/2026 | Rossmore Private Capital | 12,845 | $1.18M | 0.1% | -23.1% | 0.231% | |
| 4/30/2026 | Money Concepts Capital Corp | 9,722 | $889K | 0.0% | -11.9% | 0.175% | |
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| 4/27/2026 | Private Advisor Group LLC | 123,315 | $11.28M | 0.1% | -6.3% | 2.222% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 9,460 | $865K | 0.0% | +95.9% | 0.170% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 112,745 | $10.31M | 0.8% | -0.5% | 2.031% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 49,211 | $4.50M | 0.2% | -4.3% | 0.879% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 120,500 | $10.97M | 0.0% | +1,928.6% | 1.992% | |
| 3/3/2026 | NWF Advisory Services Inc. | 6,189 | $563K | 0.1% | -19.2% | 0.102% | |
| 2/18/2026 | NewEdge Advisors LLC | 57,181 | $5.20M | 0.0% | +11.3% | 0.945% | |
| 2/17/2026 | Cetera Investment Advisers | 6,115 | $557K | 0.0% | -8.5% | 0.101% | |
| 2/17/2026 | Osaic Holdings Inc. | 36,337 | $3.31M | 0.0% | -22.7% | 0.601% | |
| 2/17/2026 | Private Advisor Group LLC | 131,641 | $11.98M | 0.1% | -1.3% | 2.176% | |
| 2/17/2026 | Royal Bank of Canada | 95,648 | $8.71M | 0.0% | +51.6% | 1.581% | |
| 2/13/2026 | Kestra Advisory Services LLC | 903 | $82K | 0.0% | N/A | 0.015% | |
| 2/13/2026 | Morgan Stanley | 639,747 | $58.22M | 0.0% | -1.0% | 10.574% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 19,193 | $1.75M | 0.0% | +2.2% | 0.317% | |
| 2/13/2026 | Wells Fargo & Company MN | 208,250 | $18.95M | 0.0% | -20.4% | 3.442% | |
| 2/13/2026 | Summit Financial LLC | 76,159 | $6.93M | 0.1% | -3.4% | 1.259% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 52,848 | $4.81M | 0.0% | +4.8% | 0.874% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 4,956 | $451K | 0.0% | -9.4% | 0.082% | |
| 2/11/2026 | LPL Financial LLC | 117,370 | $10.68M | 0.0% | +1.0% | 1.940% | |
| 2/11/2026 | OneAscent Family Office LLC | 3,303 | $301K | 0.2% | -24.4% | 0.055% | |
| 2/10/2026 | Marble Wealth LLC | 5,216 | $475K | 0.1% | N/A | 0.086% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 73,476 | $6.69M | 0.0% | -28.8% | 1.214% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 240,762 | $21.91M | 0.0% | +3.7% | 3.980% | |
| 2/6/2026 | Keystone Financial Group | 20,963 | $1.91M | 0.1% | -5.0% | 0.346% | |
| 2/6/2026 | Larson Financial Group LLC | 47,184 | $4.29M | 0.1% | -2.2% | 0.780% | |
| 2/6/2026 | HighTower Advisors LLC | 4,674 | $425K | 0.0% | +14.1% | 0.077% | |
| 2/5/2026 | Rossmore Private Capital | 16,695 | $1.52M | 0.1% | -1.1% | 0.276% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 47,307 | $4.31M | 0.0% | -79.6% | 0.782% | |
| 2/4/2026 | Money Concepts Capital Corp | 11,037 | $1.00M | 0.1% | -11.4% | 0.182% | |
| 1/29/2026 | Comerica Bank | 251,800 | $22.92M | 0.1% | -0.5% | 4.162% | |
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| 1/29/2026 | UBS Group AG | 167,306 | $15.23M | 0.0% | -2.1% | 2.765% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 2,707 | $246K | 0.0% | -10.0% | 0.045% | |
| 1/26/2026 | Patriot Financial Group Insurance Agency LLC | 4,830 | $440K | 0.1% | +3.3% | 0.080% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 51,431 | $4.68M | 0.2% | N/A | 0.850% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 113,311 | $10.40M | 0.7% | -0.4% | 1.873% | |
| 12/2/2025 | IFP Advisors Inc | 1,945 | $177K | 0.0% | -9.2% | 0.032% | |
| 11/17/2025 | Keystone Financial Group | 22,056 | $2.01M | 0.2% | -2.4% | 0.365% | |
| 11/17/2025 | NewEdge Advisors LLC | 51,369 | $4.67M | 0.0% | N/A | 0.849% | |
| 11/17/2025 | Susquehanna International Group LLP | 2,836 | $258K | 0.0% | -59.2% | 0.047% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 232,248 | $21.13M | 0.0% | -19.4% | 3.839% | |
| 11/17/2025 | Larson Financial Group LLC | 48,253 | $4.39M | 0.2% | -2.1% | 0.798% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 18,781 | $1.71M | 0.0% | -1.2% | 0.310% | |
| 11/17/2025 | Citadel Advisors LLC | 6,038 | $549K | 0.0% | N/A | 0.100% | |
| 11/17/2025 | Bank of America Corp DE | 364,657 | $33.18M | 0.0% | -4.1% | 6.027% | |
| 11/17/2025 | Ameriprise Financial Inc. | 40,076 | $3.65M | 0.0% | -12.0% | 0.662% | |
| 11/14/2025 | Raymond James Financial Inc. | 223,204 | $20.31M | 0.0% | -25.6% | 3.689% | |
| 11/14/2025 | Comerica Bank | 252,971 | $23.02M | 0.1% | -1.2% | 4.181% | |
| 11/13/2025 | UBS Group AG | 170,979 | $15.56M | 0.0% | +1.5% | 2.826% | |
| 11/13/2025 | Private Advisor Group LLC | 133,414 | $12.14M | 0.1% | -0.3% | 2.205% | |
| 11/12/2025 | Claro Advisors LLC | 5,936 | $540K | 0.1% | +27.6% | 0.098% | |
| 11/12/2025 | Level Four Advisory Services LLC | 33,434 | $3.04M | 0.1% | -2.9% | 0.553% | |
| 11/7/2025 | Calton & Associates Inc. | 2,264 | $206K | 0.0% | N/A | 0.037% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 109,953 | $10.00M | 0.0% | -1.5% | 1.817% | |
| 11/4/2025 | Westside Investment Management Inc. | 1,500 | $136K | 0.0% | +39.3% | 0.025% | |
| 11/4/2025 | Money Concepts Capital Corp | 12,451 | $1.13M | 0.1% | -8.0% | 0.206% | |
| 11/4/2025 | Jones Financial Companies Lllp | 42,318 | $3.83M | 0.0% | +17.9% | 0.699% | |
| 10/30/2025 | Rossmore Private Capital | 16,875 | $1.54M | 0.2% | -5.5% | 0.279% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 3,007 | $274K | 0.0% | -9.9% | 0.050% | |
| 10/21/2025 | Silver Oak Securities Incorporated | 113,730 | $10.35M | 0.8% | -6.4% | 1.880% | |
| 10/21/2025 | Mather Group LLC. | 1,197 | $109K | 0.0% | N/A | 0.020% | |
| 9/4/2025 | Osaic Holdings Inc. | 48,151 | $4.24M | 0.0% | -10.6% | 0.796% | |
| 8/15/2025 | Bank of America Corp DE | 380,214 | $33.44M | 0.0% | -3.2% | 6.285% | |
| 8/15/2025 | Ameriprise Financial Inc. | 45,541 | $4.01M | 0.0% | -24.4% | 0.753% | |
| 8/14/2025 | Raymond James Financial Inc. | 300,080 | $26.40M | 0.0% | -0.9% | 4.960% | |
| 8/14/2025 | Quantinno Capital Management LP | 3,361 | $296K | 0.0% | N/A | 0.056% | |
| 8/13/2025 | Seven Springs Wealth Group LLC | 2,277 | $200K | 0.0% | N/A | 0.038% | |
| 8/13/2025 | Level Four Advisory Services LLC | 34,426 | $3.03M | 0.1% | -0.4% | 0.569% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 288,239 | $25.35M | 0.0% | +2.1% | 4.764% | |
| 8/12/2025 | JPMorgan Chase & Co. | 2,130 | $187K | 0.0% | +571.9% | 0.035% | |
| 8/8/2025 | Cetera Investment Advisers | 4,857 | $427K | 0.0% | -3.8% | 0.080% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 3,743 | $329K | 0.0% | N/A | 0.062% | |
| 8/6/2025 | Golden State Wealth Management LLC | 11,123 | $978K | 0.1% | -2.7% | 0.184% | |
| 8/5/2025 | Claro Advisors LLC | 4,652 | $409K | 0.1% | N/A | 0.077% | |
| 8/5/2025 | Westside Investment Management Inc. | 1,077 | $95K | 0.0% | -61.4% | 0.018% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 111,614 | $9.82M | 0.0% | -0.1% | 1.845% | |
| 7/30/2025 | Smith Thornton Advisors LLC | 9,899 | $871K | 0.5% | -14.5% | 0.164% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 3,339 | $294K | 0.0% | N/A | 0.055% | |
| 7/15/2025 | Financial Management Professionals Inc. | 1,711 | $150K | 0.0% | N/A | 0.028% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 121,488 | $10.69M | 0.9% | -1.2% | 2.008% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 57,767 | $4.88M | 0.0% | -5.2% | 0.947% | |
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| 5/16/2025 | Goldman Sachs Group Inc. | 57,767 | $4.88M | 0.0% | -5.2% | 0.939% | |
| 5/16/2025 | Jones Financial Companies Lllp | 384 | $32K | 0.0% | -97.3% | 0.006% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 17,795 | $1.50M | 0.0% | -2.5% | 0.289% | |
| 5/15/2025 | Royal Bank of Canada | 63,651 | $5.38M | 0.0% | +0.2% | 1.035% | |
| 5/14/2025 | Comerica Bank | 260,454 | $21.99M | 0.1% | -6.4% | 4.235% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 282,319 | $23.84M | 0.0% | +88.0% | 4.591% | |
| 5/14/2025 | Summit Financial LLC | 83,172 | $7.02M | 0.2% | N/A | 1.352% | |
| 5/14/2025 | Level Four Advisory Services LLC | 34,579 | $2.92M | 0.1% | +1.4% | 0.562% | |
| 5/13/2025 | Raymond James Financial Inc. | 302,796 | $25.57M | 0.0% | +1.3% | 4.924% | |
| 5/13/2025 | Rossmore Private Capital | 20,250 | $1.71M | 0.2% | -5.2% | 0.329% | |