| 5/19/2026 | Bank of America Corp DE | 59,488 | $5.38M | 0.0% | -33.3% | 2.125% | |
| 5/18/2026 | Royal Bank of Canada | 15,647 | $1.42M | 0.0% | +17.6% | 0.559% | |
| 5/13/2026 | Cetera Investment Advisers | 6,252 | $566K | 0.0% | -34.8% | 0.223% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 51,231 | $4.64M | 0.0% | -44.2% | 1.830% | |
| 5/6/2026 | Assetmark Inc. | 4,549 | $412K | 0.0% | -96.8% | 0.162% | |
| 4/30/2026 | Kestra Advisory Services LLC | 5,986 | $542K | 0.0% | +2.2% | 0.214% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 7,453 | $674K | 0.0% | -2.7% | 0.257% | |
| 2/18/2026 | OLD Mission Capital LLC | 14,037 | $1.45M | 0.0% | N/A | 0.446% | |
| 2/17/2026 | Cetera Investment Advisers | 9,594 | $994K | 0.0% | +3.6% | 0.305% | |
| 2/17/2026 | Osaic Holdings Inc. | 9,317 | $966K | 0.0% | -65.5% | 0.296% | |
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| 2/17/2026 | Royal Bank of Canada | 13,306 | $1.38M | 0.0% | -6.4% | 0.422% | |
| 2/16/2026 | Barclays PLC | 1,685 | $175K | 0.0% | N/A | 0.053% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 6,655 | $689K | 0.0% | +7.7% | 0.211% | |
| 2/13/2026 | Stifel Financial Corp | 2,104 | $218K | 0.0% | +10.9% | 0.067% | |
| 2/13/2026 | Van ECK Associates Corp | 78,660 | $8.15M | 0.0% | +91.0% | 2.497% | |
| 2/13/2026 | Wells Fargo & Company MN | 18,411 | $1.91M | 0.0% | +1.0% | 0.584% | |
| 2/12/2026 | Jane Street Group LLC | 57,657 | $5.97M | 0.0% | N/A | 1.830% | |
| 2/12/2026 | HRT Financial LP | 3,247 | $336K | 0.0% | +9.2% | 0.103% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 6,387 | $662K | 0.0% | -1.8% | 0.203% | |
| 2/12/2026 | Intesa Sanpaolo Wealth Management | 400 | $41K | 0.0% | N/A | 0.013% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 10,649 | $1.10M | 0.0% | +45.9% | 0.338% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 2,889 | $299K | 0.0% | +7.6% | 0.092% | |
| 2/11/2026 | Stirlingshire Investments Inc. | 2,358 | $244K | 0.2% | N/A | 0.075% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 7,658 | $793K | 0.0% | -24.6% | 0.243% | |
| 2/11/2026 | LPL Financial LLC | 191,688 | $19.86M | 0.0% | -18.1% | 6.085% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 7,989 | $828K | 0.0% | +7.3% | 0.254% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 2,575 | $267K | 0.0% | -78.6% | 0.082% | |
| 2/9/2026 | Family Office Research LLC | 2,792 | $291K | 0.1% | -8.8% | 0.089% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 91,889 | $9.52M | 0.0% | -6.0% | 2.917% | |
| 2/6/2026 | HighTower Advisors LLC | 4,737 | $491K | 0.0% | +9.3% | 0.150% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 2,159 | $224K | 0.0% | N/A | 0.069% | |
| 2/3/2026 | International Assets Investment Management LLC | 9,914 | $1.03M | 0.1% | +24.2% | 0.315% | |
| 1/29/2026 | UBS Group AG | 31,785 | $3.29M | 0.0% | -6.8% | 0.993% | |
| 1/23/2026 | Assetmark Inc. | 140,427 | $14.55M | 0.0% | +35.9% | 4.321% | |
| 1/1/2026 | JPMorgan Chase & Co. | 713 | $86K | 0.0% | -26.9% | 0.017% | |
| 11/17/2025 | Proficio Capital Partners LLC | 8,621 | $1.05M | 0.0% | N/A | 0.210% | |
| 11/17/2025 | Susquehanna International Group LLP | 5,741 | $696K | 0.0% | N/A | 0.140% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 7,444 | $902K | 0.0% | +50.7% | 0.182% | |
| 11/17/2025 | Flow Traders U.S. LLC | 2,418 | $293K | 0.0% | -84.4% | 0.059% | |
| 11/17/2025 | Bank of America Corp DE | 86,591 | $10.50M | 0.0% | -5.1% | 2.112% | |
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| 11/17/2025 | Ameriprise Financial Inc. | 26,817 | $3.25M | 0.0% | -4.0% | 0.654% | |
| 11/14/2025 | Raymond James Financial Inc. | 17,437 | $2.11M | 0.0% | +11.0% | 0.425% | |
| 11/13/2025 | UBS Group AG | 34,095 | $4.13M | 0.0% | -25.5% | 0.832% | |
| 11/13/2025 | BNP Paribas Financial Markets | 7,971 | $966K | 0.0% | -15.3% | 0.194% | |
| 11/13/2025 | Private Advisor Group LLC | 4,587 | $556K | 0.0% | +43.3% | 0.112% | |
| 11/12/2025 | Arete Wealth Advisors LLC | 6,178 | $749K | 0.0% | N/A | 0.151% | |
| 11/12/2025 | Mesirow Financial Investment Management Inc. | 1,927 | $234K | 0.0% | N/A | 0.047% | |
| 11/10/2025 | Patten Group Inc. | 1,769 | $214K | 0.0% | N/A | 0.043% | |
| 11/7/2025 | JPMorgan Chase & Co. | 713 | $86K | 0.0% | -26.9% | 0.017% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 97,743 | $11.85M | 0.0% | -3.0% | 2.384% | |
| 11/6/2025 | Horizon Wealth Management LLC | 145,171 | $17.60M | 2.6% | N/A | 3.541% | |
| 11/6/2025 | Assetmark Inc. | 103,358 | $12.53M | 0.0% | +190.5% | 2.521% | |
| 11/4/2025 | Family Office Research LLC | 3,062 | $371K | 0.2% | -5.6% | 0.075% | |
| 11/3/2025 | Foundations Investment Advisors LLC | 12,037 | $1.46M | 0.0% | N/A | 0.294% | |
| 11/3/2025 | Florin Court Capital LLP | 25,323 | $3.07M | 2.4% | +11.6% | 0.618% | |
| 10/31/2025 | B. Riley Wealth Advisors Inc. | 3,245 | $393K | 0.0% | N/A | 0.079% | |
| 10/29/2025 | Global View Capital Management LLC | 6,989 | $847K | 0.2% | +24.2% | 0.168% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 3,501 | $419K | 0.0% | +4.6% | 0.084% | |
| 10/27/2025 | Primoris Wealth Advisors LLC | 4,450 | $539K | 0.3% | N/A | 0.107% | |
| 10/22/2025 | Garrison Point Advisors LLC | 3,130 | $379K | 0.2% | -4.6% | 0.070% | |
| 10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 12,037 | $1.46M | 0.1% | N/A | 0.267% | |
| 10/20/2025 | Accurate Wealth Management LLC | 4,793 | $554K | 0.1% | N/A | 0.107% | |
| 10/16/2025 | Griffin Asset Management Inc. | 2,211 | $268K | 0.0% | N/A | 0.050% | |
| 10/15/2025 | Stephens Consulting LLC | 256 | $31K | 0.0% | -70.4% | 0.006% | |
| 10/15/2025 | Private Trust Co. NA | 504 | $61K | 0.0% | +1,100.0% | 0.012% | |
| 10/15/2025 | Vontobel Holding Ltd. | 8,122 | $985K | 0.0% | -18.1% | 0.187% | |
| 10/14/2025 | Highline Wealth Partners LLC | 225 | $27K | 0.0% | N/A | 0.005% | |
| 9/4/2025 | Osaic Holdings Inc. | 14,071 | $1.44M | 0.0% | +129.4% | 0.386% | |
| 8/15/2025 | Global View Capital Management LLC | 5,628 | $616K | 0.2% | N/A | 0.154% | |
| 8/15/2025 | BNP Paribas Financial Markets | 9,410 | $1.03M | 0.0% | -8.8% | 0.258% | |
| 8/15/2025 | Bank of America Corp DE | 91,261 | $10.00M | 0.0% | +1.0% | 2.500% | |
| 8/15/2025 | Ameriprise Financial Inc. | 27,920 | $3.06M | 0.0% | +210.4% | 0.765% | |
| 8/14/2025 | Raymond James Financial Inc. | 15,713 | $1.72M | 0.0% | +6.3% | 0.430% | |
| 8/13/2025 | Seaview Investment Managers LLC | 5,824 | $638K | 0.1% | N/A | 0.160% | |
| 8/13/2025 | Flow Traders U.S. LLC | 15,528 | $1.70M | 0.1% | +311.9% | 0.425% | |
| 8/13/2025 | Walleye Capital LLC | 5,182 | $568K | 0.0% | N/A | 0.142% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 4,940 | $541K | 0.0% | +196.9% | 0.135% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 2,063 | $226K | 0.0% | +26.1% | 0.057% | |
| 8/12/2025 | AlphaCore Capital LLC | 725 | $79K | 0.0% | +16.0% | 0.020% | |
| 8/12/2025 | Accordant Advisory Group Inc | 300 | $33K | 0.0% | N/A | 0.008% | |
| 8/8/2025 | Cetera Investment Advisers | 7,729 | $847K | 0.0% | -5.3% | 0.212% | |
| 8/8/2025 | Jacksonville Wealth Management LLC | 2,052 | $225K | 0.2% | N/A | 0.056% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 100,764 | $11.04M | 0.0% | -12.9% | 2.761% | |
| 8/6/2025 | Florin Court Capital LLP | 22,689 | $2.49M | 2.5% | +98.4% | 0.622% | |
| 8/6/2025 | Garrison Point Advisors LLC | 3,280 | $359K | 0.2% | -7.1% | 0.090% | |
| 8/4/2025 | Assetmark Inc. | 35,583 | $3.90M | 0.0% | +18.9% | 0.975% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 3,545 | $388K | 0.0% | +17.7% | 0.097% | |
| 7/29/2025 | International Assets Investment Management LLC | 7,980 | $874K | 0.0% | +5.0% | 0.219% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 9,855 | $1.08M | 0.0% | +2.1% | 0.270% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 3,348 | $355K | 0.0% | -58.4% | 0.093% | |
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| 5/19/2025 | Jane Street Group LLC | 17,448 | $1.51M | 0.0% | N/A | 0.529% | |
| 5/15/2025 | Family Office Research LLC | 3,261 | $281K | 0.1% | -5.1% | 0.099% | |
| 5/15/2025 | Royal Bank of Canada | 9,613 | $829K | 0.0% | -3.0% | 0.291% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,664 | $144K | 0.0% | +139.4% | 0.050% | |
| 5/13/2025 | Cookson Peirce & Co. Inc. | 3,012 | $260K | 0.0% | -3.3% | 0.091% | |
| 5/12/2025 | Florin Court Capital LLP | 11,435 | $987K | 1.0% | -44.7% | 0.347% | |
| 5/12/2025 | National Bank of Canada FI | 2,600 | $224K | 0.0% | -13.3% | 0.079% | |
| 5/12/2025 | AlphaCore Capital LLC | 625 | $54K | 0.0% | N/A | 0.019% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 115,625 | $9.98M | 0.0% | -1.2% | 3.504% | |
| 5/7/2025 | LPL Financial LLC | 92,115 | $7.95M | 0.0% | +13.7% | 2.791% | |