| 5/19/2026 | Bank of America Corp DE | 20,576 | $855K | 0.0% | +1.7% | 0.810% | |
| 5/18/2026 | Royal Bank of Canada | 67,776 | $2.82M | 0.0% | -32.1% | 2.668% | |
| 5/5/2026 | Wealthfront Advisers LLC | 28,058 | $1.17M | 0.0% | +3.7% | 1.105% | |
| 4/28/2026 | Ascentis Independent Advisors | 1,684 | $70K | 0.0% | N/A | 0.066% | |
| 4/27/2026 | Syntegra Private Wealth Group LLC | 10,976 | $456K | 0.0% | +14.8% | 0.432% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 7,276 | $316K | 0.0% | +13.8% | 0.268% | |
| 2/17/2026 | Osaic Holdings Inc. | 29,632 | $1.29M | 0.0% | -1.1% | 1.089% | |
| 2/17/2026 | Royal Bank of Canada | 99,820 | $4.33M | 0.0% | +153.5% | 3.670% | |
| 2/13/2026 | Stifel Financial Corp | 19,205 | $834K | 0.0% | +2.7% | 0.706% | |
| 2/11/2026 | LPL Financial LLC | 84,194 | $3.66M | 0.0% | -1.9% | 3.095% | |
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| 2/11/2026 | Daiwa Securities Group Inc. | 5,791 | $251K | 0.0% | -99.9% | 0.213% | |
| 2/10/2026 | Syntegra Private Wealth Group LLC | 9,558 | $415K | 0.0% | -12.6% | 0.351% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 14,257 | $619K | 0.0% | +199.8% | 0.524% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 115,189 | $5.00M | 0.0% | +10,467.8% | 4.235% | |
| 1/30/2026 | Wealthfront Advisers LLC | 27,059 | $1.18M | 0.0% | +6.9% | 1.053% | |
| 1/28/2026 | APS Management Group Inc. | 12,506 | $543K | 0.5% | +3.1% | 0.487% | |
| 1/27/2026 | Seeds Investor LLC | 10,942 | $475K | 0.1% | +7.7% | 0.426% | |
| 1/26/2026 | Merit Financial Group LLC | 9,873 | $429K | 0.0% | -8.8% | 0.384% | |
| 1/23/2026 | HBW Advisory Services LLC | 3,137 | $136K | 0.0% | -42.6% | 0.122% | |
| 1/1/2026 | JPMorgan Chase & Co. | 3,596 | $155K | 0.0% | N/A | 0.087% | |
| 11/17/2025 | Susquehanna International Group LLP | 4,749 | $205K | 0.0% | -65.4% | 0.114% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 6,391 | $276K | 0.0% | N/A | 0.154% | |
| 11/14/2025 | Daiwa Securities Group Inc. | 9,075,791 | $391.58M | 1.3% | -25.5% | 218.694% | |
| 11/14/2025 | Two Sigma Investments LP | 7,000 | $302K | 0.0% | N/A | 0.169% | |
| 11/12/2025 | Perennial Investment Advisors LLC | 27,027 | $1.17M | 0.1% | -4.5% | 0.651% | |
| 11/12/2025 | Kingsview Wealth Management LLC | 32,082 | $1.38M | 0.0% | +4.0% | 0.773% | |
| 11/7/2025 | JPMorgan Chase & Co. | 3,596 | $155K | 0.0% | N/A | 0.087% | |
| 11/6/2025 | Wealthfront Advisers LLC | 25,314 | $1.09M | 0.0% | +25.6% | 0.610% | |
| 11/6/2025 | Western Wealth Management LLC | 10,321 | $445K | 0.0% | -4.3% | 0.265% | |
| 10/30/2025 | Elevation Capital Advisory LLC | 192,285 | $8.30M | 3.3% | N/A | 3.321% | |
| 10/22/2025 | APS Management Group Inc. | 12,135 | $524K | 0.4% | N/A | 0.127% | |
| 10/20/2025 | Merit Financial Group LLC | 10,826 | $467K | 0.0% | -14.1% | 0.261% | |
| 10/16/2025 | HBW Advisory Services LLC | 5,468 | $236K | 0.0% | +9.3% | 0.049% | |
| 10/16/2025 | Syntegra Private Wealth Group LLC | 10,936 | $472K | 0.0% | +10.2% | 0.098% | |
| 9/4/2025 | Osaic Holdings Inc. | 8,180 | $330K | 0.0% | -31.2% | 0.049% | |
| 8/15/2025 | Bank of America Corp DE | 17,316 | $699K | 0.0% | -3.4% | 0.105% | |
| 8/14/2025 | Raymond James Financial Inc. | 634 | $26K | 0.0% | N/A | 0.004% | |
| 8/14/2025 | Daiwa Securities Group Inc. | 12,175,791 | $491.66M | 1.8% | +4.3% | 73.659% | |
| 8/11/2025 | Perennial Investment Advisors LLC | 28,313 | $1.14M | 0.1% | -12.0% | 0.171% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 30,845 | $1.25M | 0.0% | -2.0% | 0.187% | |
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| 7/31/2025 | Wealthfront Advisers LLC | 20,151 | $814K | 0.0% | +11.3% | 0.126% | |
| 7/30/2025 | Freedom Investment Management Inc. | 25,900 | $1.05M | 0.1% | -9.6% | 0.162% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 9,925 | $401K | 0.0% | -16.1% | 0.062% | |
| 7/18/2025 | MJT & Associates Financial Advisory Group Inc. | 2,458 | $99K | 0.1% | -19.9% | 0.015% | |
| 7/16/2025 | MJT & Associates Financial Advisory Group Inc. | 2,458 | $99K | 0.1% | -19.9% | 0.015% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,539 | $62K | 0.0% | +35.1% | 0.010% | |
| 7/2/2025 | HBW Advisory Services LLC | 5,004 | $202K | 0.0% | -10.1% | 0.031% | |
| 5/19/2025 | Jane Street Group LLC | 15,393 | $574K | 0.0% | N/A | 0.095% | |
| 5/15/2025 | Royal Bank of Canada | 41,078 | $1.53M | 0.0% | +3.0% | 0.253% | |
| 5/14/2025 | Freedom Investment Management Inc. | 28,653 | $1.07M | 0.1% | +9.9% | 0.177% | |
| 5/14/2025 | CW Advisors LLC | 9,754 | $364K | 0.0% | +4.2% | 0.060% | |
| 5/13/2025 | HighTower Advisors LLC | 20,486 | $764K | 0.0% | -5.2% | 0.126% | |
| 5/9/2025 | Syntegra Private Wealth Group LLC | 11,836 | $441K | 0.1% | -4.4% | 0.073% | |
| 5/8/2025 | US Financial Advisors LLC | 30,166 | $1.12M | 0.3% | +5.7% | 0.192% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 3,067 | $114K | 0.1% | N/A | 0.019% | |
| 5/7/2025 | LPL Financial LLC | 79,718 | $2.97M | 0.0% | -6.2% | 0.506% | |
| 5/2/2025 | Wealthfront Advisers LLC | 18,102 | $675K | 0.0% | -23.8% | 0.115% | |
| 4/24/2025 | Smart Portfolios LLC | 15,378 | $573K | 0.6% | +2.5% | 0.097% | |
| 4/23/2025 | Eagle Strategies LLC | 6,075 | $226K | 0.0% | +15.7% | 0.038% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 6,200 | $231K | 0.0% | -26.2% | 0.039% | |
| 4/9/2025 | Merit Financial Group LLC | 14,395 | $537K | 0.0% | -33.9% | 0.091% | |
| 2/17/2025 | US Financial Advisors LLC | 28,538 | $1.12M | 0.3% | -1.4% | 0.177% | |
| 2/17/2025 | Citadel Advisors LLC | 8,295 | $324K | 0.0% | N/A | 0.052% | |
| 2/17/2025 | Bank of America Corp DE | 17,525 | $685K | 0.0% | -17.9% | 0.109% | |
| 2/14/2025 | Stifel Financial Corp | 21,055 | $823K | 0.0% | -2.8% | 0.131% | |
| 2/14/2025 | Freedom Investment Management Inc. | 26,074 | $1.02M | 0.1% | +1.7% | 0.162% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 8,364 | $327K | 0.0% | N/A | 0.052% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 24,706 | $966K | 0.1% | -11.0% | 0.154% | |
| 2/13/2025 | Wells Fargo & Company MN | 12,501 | $489K | 0.0% | -2.8% | 0.078% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 9,364 | $366K | 0.0% | -33.8% | 0.058% | |
| 2/11/2025 | LPL Financial LLC | 84,987 | $3.32M | 0.0% | +7.8% | 0.529% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 15,996 | $625K | 0.0% | -3.8% | 0.099% | |
| 2/10/2025 | Farther Finance Advisors LLC | 1,135 | $44K | 0.0% | N/A | 0.007% | |
| 2/10/2025 | Smart Portfolios LLC | 15,003 | $586K | 0.6% | +1.8% | 0.093% | |
| 2/7/2025 | Independent Advisor Alliance | 90,094 | $3.52M | 0.0% | N/A | 0.560% | |
| 2/7/2025 | Daiwa Securities Group Inc. | 11,674,069 | $456.34M | 2.0% | -1.7% | 72.600% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 22,140 | $865K | 0.0% | -20.5% | 0.138% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 31,729 | $1.24M | 0.0% | +2.0% | 0.197% | |
| 1/15/2025 | Merit Financial Group LLC | 21,773 | $851K | 0.0% | +3.5% | 0.135% | |
| 1/10/2025 | HBW Advisory Services LLC | 5,695 | $223K | 0.0% | +18.4% | 0.035% | |
| 11/15/2024 | Stifel Financial Corp | 21,655 | $848K | 0.0% | -2.3% | 0.117% | |
| 11/14/2024 | CreativeOne Wealth LLC | 6,945 | $272K | 0.0% | -7.2% | 0.038% | |
| 11/13/2024 | Freedom Investment Management Inc. | 25,647 | $1.00M | 0.1% | +1.3% | 0.139% | |
| 11/13/2024 | Daiwa Securities Group Inc. | 11,874,001 | $464.75M | 2.1% | -9.5% | 64.253% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 31,097 | $1.22M | 0.0% | -3.1% | 0.168% | |
| 10/31/2024 | US Financial Advisors LLC | 28,957 | $1.13M | 0.4% | -11.4% | 0.175% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 27,852 | $1.09M | 0.1% | -67.0% | 0.168% | |
| 10/25/2024 | Eagle Strategies LLC | 5,441 | $213K | 0.0% | -10.1% | 0.033% | |
| 10/22/2024 | Syntegra Private Wealth Group LLC | 12,217 | $478K | 0.1% | +19.0% | 0.074% | |
| 10/4/2024 | HBW Advisory Services LLC | 4,810 | $188K | 0.0% | -11.8% | 0.029% | |
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| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,418 | $52K | 0.0% | +30.1% | 0.008% | |
| 8/10/2024 | Perennial Investment Advisors LLC | 27,371 | $1.01M | 0.1% | -2.8% | 0.156% | |
| 8/8/2024 | Eagle Strategies LLC | 6,055 | $224K | 0.0% | N/A | 0.034% | |
| 8/7/2024 | Daiwa Securities Group Inc. | 13,123,226 | $485.30M | 2.6% | +3.2% | 74.564% | |
| 5/24/2024 | Cetera Advisors LLC | 35,287 | $1.28M | 0.0% | N/A | 0.199% | |
| 5/14/2024 | CreativeOne Wealth LLC | 8,376 | $303K | 0.0% | -27.7% | 0.047% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 32,646 | $1.18M | 0.0% | -2.9% | 0.184% | |
| 5/2/2024 | Daiwa Securities Group Inc. | 12,721,889 | $460.79M | 2.6% | -3.8% | 71.152% | |
| 2/9/2024 | CreativeOne Wealth LLC | 11,580 | $387K | 0.0% | -16.0% | 0.064% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 216,780 | $7.24M | 0.4% | +0.7% | 1.201% | |