| 11/7/2026 | Clearwater Capital Advisors LLC | 83,766 | $2.38M | 0.2% | -4.2% | 0.589% | |
| 11/6/2026 | Three Bridge Wealth Advisors LLC | 1,429 | $41K | 0.0% | N/A | 0.010% | |
| 11/2/2026 | Kestra Advisory Services LLC | 9,962 | $284K | 0.0% | +7.9% | 0.071% | |
| 11/2/2026 | Commonwealth Equity Services LLC | 21,106 | $601K | 0.0% | N/A | 0.149% | |
| 10/28/2026 | VestGen Advisors LLC | 16,526 | $470K | 0.0% | N/A | 0.117% | |
| 10/26/2026 | Oppenheimer & Co. Inc. | 10,780 | $307K | 0.0% | N/A | 0.076% | |
| 10/26/2026 | AGH Wealth Advisors LLC | 46,306 | $1.32M | 0.8% | N/A | 0.328% | |
| 10/23/2026 | Citizens Financial Group Inc. RI | 8,093 | $230K | 0.0% | N/A | 0.057% | |
| 10/22/2026 | SBI Securities Co. Ltd. | 6,826 | $194K | 0.0% | +15.4% | 0.048% | |
| 10/21/2026 | Diversify Advisory Services LLC | 20,673 | $610K | 0.0% | N/A | 0.146% | |
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| 9/23/2026 | Envestnet Asset Management Inc. | 52,513 | $1.19M | 0.0% | +16.5% | 0.401% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 20,493 | $466K | 0.0% | -7.0% | 0.213% | |
| 5/19/2026 | Bank of America Corp DE | 161,813 | $3.16M | 0.0% | -37.0% | 1.504% | |
| 5/18/2026 | Royal Bank of Canada | 19,322 | $377K | 0.0% | -7.2% | 0.180% | |
| 5/14/2026 | MWA Asset Management | 8,685 | $169K | 0.1% | -22.0% | 0.081% | |
| 5/13/2026 | Cetera Investment Advisers | 60,877 | $1.19M | 0.0% | +29.6% | 0.566% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 94,361 | $1.84M | 0.1% | -11.0% | 0.877% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 16,351 | $319K | 0.0% | +13.7% | 0.152% | |
| 5/8/2026 | MWA Asset Management | 8,685 | $169K | 0.1% | -22.0% | 0.081% | |
| 5/5/2026 | Sanctuary Advisors LLC | 30,295 | $591K | 0.0% | +12.4% | 0.282% | |
| 4/28/2026 | Ascentis Independent Advisors | 9,199 | $179K | 0.0% | -39.8% | 0.087% | |
| 2/18/2026 | IHT Wealth Management LLC | 13,721 | $310K | 0.0% | +7.9% | 0.125% | |
| 2/17/2026 | EFG International AG | 68,145 | $1.54M | 0.0% | N/A | 0.620% | |
| 2/17/2026 | Cetera Investment Advisers | 46,972 | $1.06M | 0.0% | +9.2% | 0.427% | |
| 2/17/2026 | Osaic Holdings Inc. | 73,122 | $1.65M | 0.0% | -5.6% | 0.665% | |
| 2/17/2026 | Royal Bank of Canada | 20,822 | $471K | 0.0% | -6.0% | 0.189% | |
| 2/13/2026 | Kestra Advisory Services LLC | 8,077 | $183K | 0.0% | -12.7% | 0.073% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,400 | $32K | 0.0% | N/A | 0.013% | |
| 2/13/2026 | Wells Fargo & Company MN | 103,283 | $2.34M | 0.0% | -10.2% | 0.940% | |
| 2/12/2026 | Bank of Montreal Can | 1,383 | $31K | 0.0% | -59.1% | 0.013% | |
| 2/11/2026 | Fortune Financial Group Inc. | 13,020 | $315K | 0.3% | N/A | 0.118% | |
| 2/11/2026 | Insight Advisors LLC PA | 22,019 | $498K | 0.1% | -202.9% | 0.200% | |
| 2/11/2026 | LPL Financial LLC | 156,904 | $3.55M | 0.0% | -13.0% | 1.428% | |
| 2/9/2026 | Clearwater Capital Advisors LLC | 105,999 | $2.40M | 0.2% | -0.6% | 0.965% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 14,384 | $325K | 0.0% | -14.5% | 0.131% | |
| 2/6/2026 | HighTower Advisors LLC | 9,455 | $214K | 0.0% | -32.0% | 0.086% | |
| 2/4/2026 | Legacy Financial Advisors Inc. | 11,378 | $257K | 0.0% | +19.9% | 0.104% | |
| 2/3/2026 | International Assets Investment Management LLC | 2,400 | $54K | 0.0% | N/A | 0.022% | |
| 2/3/2026 | SBI Securities Co. Ltd. | 5,627 | $127K | 0.0% | -12.9% | 0.051% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 47,981 | $1.09M | 0.0% | -1.1% | 0.432% | |
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| 1/29/2026 | UBS Group AG | 562,938 | $12.73M | 0.0% | -11.2% | 5.067% | |
| 1/29/2026 | Sanctuary Advisors LLC | 26,953 | $610K | 0.0% | +7.5% | 0.243% | |
| 1/29/2026 | Golden State Equity Partners | 15,277 | $346K | 0.1% | N/A | 0.138% | |
| 1/26/2026 | Mirae Asset Global Investments Co. Ltd. | 81,000 | $1.83M | 0.0% | -45.8% | 0.729% | |
| 1/20/2026 | SteelPeak Wealth LLC | 10,096 | $228K | 0.0% | N/A | 0.087% | |
| 1/1/2026 | JPMorgan Chase & Co. | 4,391 | $102K | 0.0% | -12.1% | 0.036% | |
| 12/23/2025 | Triumph Capital Management | 3,175 | $74K | 0.0% | N/A | 0.026% | |
| 11/18/2025 | Advisory Services Network LLC | 2,800 | $65K | 0.0% | N/A | 0.023% | |
| 11/17/2025 | NewEdge Advisors LLC | 3,042 | $71K | 0.0% | -25.7% | 0.025% | |
| 11/17/2025 | Triumph Capital Management | 3,175 | $74K | 0.0% | N/A | 0.026% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 21,785 | $507K | 0.0% | +3.7% | 0.177% | |
| 11/17/2025 | Bank of America Corp DE | 375,977 | $8.75M | 0.0% | -32.1% | 3.059% | |
| 11/14/2025 | Raymond James Financial Inc. | 37,531 | $873K | 0.0% | -66.6% | 0.305% | |
| 11/14/2025 | Two Sigma Investments LP | 207,700 | $4.83M | 0.0% | -22.0% | 1.690% | |
| 11/13/2025 | Sei Investments Co. | 16,206 | $377K | 0.0% | +81.2% | 0.132% | |
| 11/13/2025 | UBS Group AG | 633,766 | $14.74M | 0.0% | +4.6% | 5.157% | |
| 11/10/2025 | Legacy Financial Advisors Inc. | 9,491 | $221K | 0.0% | N/A | 0.077% | |
| 11/7/2025 | Founders Financial Alliance LLC | 1,242 | $29K | 0.0% | N/A | 0.010% | |
| 11/7/2025 | JPMorgan Chase & Co. | 4,391 | $102K | 0.0% | -12.1% | 0.036% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 16,821 | $391K | 0.0% | -28.2% | 0.137% | |
| 11/6/2025 | Oppenheimer & Co. Inc. | 48,506 | $1.13M | 0.0% | -1.3% | 0.395% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 32,129 | $747K | 0.0% | -1.5% | 0.261% | |
| 11/4/2025 | MWA Asset Management | 11,415 | $266K | 0.1% | N/A | 0.093% | |
| 11/3/2025 | Mirae Asset Global Investments Co. Ltd. | 149,409 | $3.48M | 0.0% | -41.4% | 1.216% | |
| 10/15/2025 | CWM LLC | 39,393 | $916K | 0.0% | -1.7% | 0.311% | |
| 9/4/2025 | Osaic Holdings Inc. | 44,209 | $1.03M | 0.0% | +90.3% | 0.317% | |
| 8/15/2025 | Bank of America Corp DE | 553,640 | $12.92M | 0.0% | +2.5% | 3.972% | |
| 8/15/2025 | Ameriprise Financial Inc. | 10,431 | $243K | 0.0% | N/A | 0.075% | |
| 8/14/2025 | Jane Street Group LLC | 31,549 | $736K | 0.0% | N/A | 0.226% | |
| 8/14/2025 | Raymond James Financial Inc. | 112,323 | $2.62M | 0.0% | -18.3% | 0.806% | |
| 8/14/2025 | Sei Investments Co. | 8,946 | $209K | 0.0% | N/A | 0.064% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 35,482 | $828K | 0.0% | +66.1% | 0.255% | |
| 8/13/2025 | Flow Traders U.S. LLC | 38,007 | $887K | 0.0% | -61.4% | 0.273% | |
| 8/13/2025 | Marshall Wace LLP | 10,501 | $245K | 0.0% | N/A | 0.075% | |
| 8/13/2025 | CW Advisors LLC | 40,965 | $956K | 0.0% | -1.6% | 0.294% | |
| 8/8/2025 | Cetera Investment Advisers | 34,014 | $794K | 0.0% | +2.5% | 0.244% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 32,604 | $761K | 0.0% | +12.1% | 0.229% | |
| 7/30/2025 | Insight Advisors LLC PA | 21,536 | $502K | 0.1% | -10.9% | 0.152% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 7,497 | $175K | 0.0% | -36.1% | 0.053% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 255,063 | $5.95M | 0.0% | -13.6% | 1.795% | |
| 7/18/2025 | Pennsylvania Capital Management Inc. ADV | 9,248 | $216K | 0.1% | -13.1% | 0.065% | |
| 7/15/2025 | James J. Burns & Company LLC | 9,371 | $219K | 0.0% | N/A | 0.066% | |
| 5/20/2025 | Focus Partners Wealth | 20,474 | $430K | 0.0% | -7.9% | 0.131% | |
| 5/16/2025 | Jones Financial Companies Lllp | 96,397 | $2.02M | 0.0% | +479.9% | 0.619% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 20,630 | $433K | 0.0% | +6.1% | 0.132% | |
| 5/15/2025 | Royal Bank of Canada | 73,322 | $1.54M | 0.0% | -1.0% | 0.471% | |
| 5/14/2025 | CW Advisors LLC | 41,635 | $874K | 0.0% | N/A | 0.267% | |
| 5/14/2025 | Flow Traders U.S. LLC | 98,564 | $2.07M | 0.1% | -25.3% | 0.633% | |
| 5/13/2025 | HighTower Advisors LLC | 16,286 | $342K | 0.0% | +15.7% | 0.105% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 113,722 | $2.39M | 0.2% | -2.9% | 0.730% | |
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| 5/8/2025 | Banque Cantonale Vaudoise | 2,603 | $55K | 0.0% | N/A | 0.017% | |
| 5/7/2025 | LPL Financial LLC | 200,910 | $4.22M | 0.0% | -2.0% | 1.290% | |
| 5/6/2025 | Cetera Investment Advisers | 33,171 | $696K | 0.0% | +14.6% | 0.213% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 9,894 | $208K | 0.0% | +6.5% | 0.064% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 6,781 | $142K | 0.0% | +15.5% | 0.045% | |
| 5/1/2025 | CWM LLC | 40,299 | $846K | 0.0% | -3.2% | 0.265% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 29,083 | $610K | 0.0% | +7.2% | 0.191% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 295,152 | $6.26M | 0.0% | +28.5% | 1.939% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 2,504 | $53K | 0.0% | -22.9% | 0.016% | |
| 4/23/2025 | Archford Capital Strategies LLC | 11,261 | $236K | 0.0% | -4.5% | 0.074% | |