| 6/3/2026 | NewEdge Advisors LLC | 1,901 | $143K | 0.0% | -37.5% | 0.036% | |
| 5/18/2026 | Royal Bank of Canada | 255,111 | $19.18M | 0.0% | -31.8% | 4.850% | |
| 5/16/2026 | Family Manage LLC | 11,453 | $861K | 0.1% | +63.3% | 0.218% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 3,284 | $247K | 0.0% | N/A | 0.062% | |
| 5/13/2026 | Cetera Investment Advisers | 288,496 | $21.70M | 0.0% | +2.9% | 5.485% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 20,518 | $1.54M | 0.0% | +2.7% | 0.390% | |
| 5/6/2026 | Townsend Asset Management Corp NC ADV | 3,083 | $232K | 0.1% | -6.9% | 0.059% | |
| 4/30/2026 | Kestra Advisory Services LLC | 6,689 | $503K | 0.0% | +45.7% | 0.127% | |
| 4/28/2026 | Stephens Inc. AR | 7,856 | $591K | 0.0% | +1.7% | 0.149% | |
| 4/27/2026 | PFG Investments LLC | 9,016 | $678K | 0.0% | +4.6% | 0.171% | |
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| 4/27/2026 | Private Advisor Group LLC | 13,649 | $1.03M | 0.0% | +2.5% | 0.259% | |
| 4/24/2026 | Barnes Pettey Financial Advisors LLC | 29,253 | $2.20M | 1.0% | -3.0% | 0.556% | |
| 4/21/2026 | AA Financial Advisors LLC | 51,447 | $3.87M | 0.5% | -49.3% | 0.978% | |
| 4/20/2026 | RFG Advisory LLC | 5,138 | $386K | 0.0% | -17.5% | 0.098% | |
| 4/17/2026 | AdvisorNet Financial Inc | 2,007 | $151K | 0.0% | +97.0% | 0.038% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 5,364 | $442K | 0.0% | +350.4% | 0.103% | |
| 3/4/2026 | SHP Wealth Management | 596 | $49K | 0.0% | N/A | 0.011% | |
| 2/17/2026 | Cetera Investment Advisers | 280,330 | $23.08M | 0.0% | +4.0% | 5.381% | |
| 2/17/2026 | Osaic Holdings Inc. | 9,460 | $779K | 0.0% | -8.9% | 0.182% | |
| 2/17/2026 | Royal Bank of Canada | 374,259 | $30.82M | 0.0% | -2.4% | 7.183% | |
| 2/16/2026 | MML Investors Services LLC | 5,944 | $489K | 0.0% | -10.5% | 0.114% | |
| 2/16/2026 | Arax Advisory Partners | 1,300 | $107K | 0.0% | N/A | 0.025% | |
| 2/13/2026 | Kestra Advisory Services LLC | 4,592 | $378K | 0.0% | -4.4% | 0.088% | |
| 2/13/2026 | Stifel Financial Corp | 212,388 | $17.49M | 0.0% | +1.8% | 4.077% | |
| 2/13/2026 | Golden State Wealth Management LLC | 8,123 | $669K | 0.1% | +5.2% | 0.156% | |
| 2/13/2026 | Wells Fargo & Company MN | 12,579 | $1.04M | 0.0% | +3.3% | 0.241% | |
| 2/12/2026 | Brooklyn Investment Group | 6,326 | $525K | 0.0% | +139.9% | 0.121% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 84,070 | $6.92M | 0.0% | +26.7% | 1.614% | |
| 2/11/2026 | LPL Financial LLC | 390,328 | $32.14M | 0.0% | +1.9% | 7.492% | |
| 2/9/2026 | Kestra Investment Management LLC | 3,932 | $324K | 0.0% | -39.8% | 0.075% | |
| 2/9/2026 | Prospera Financial Services Inc | 7,982 | $657K | 0.0% | -4.8% | 0.153% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 19,972 | $1.64M | 0.0% | -17.4% | 0.383% | |
| 2/6/2026 | HighTower Advisors LLC | 39,169 | $3.23M | 0.0% | +5.5% | 0.752% | |
| 2/5/2026 | Intrua Financial LLC | 2,823 | $232K | 0.0% | N/A | 0.054% | |
| 2/5/2026 | May Hill Capital LLC | 6,033 | $497K | 0.1% | +82.0% | 0.116% | |
| 2/5/2026 | Stephens Inc. AR | 7,723 | $636K | 0.0% | -17.0% | 0.148% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 196,023 | $16.14M | 0.0% | +909.6% | 3.762% | |
| 2/4/2026 | Cascades Capital Asset Management LLC | 14,387 | $1.19M | 0.5% | -6.5% | 0.276% | |
| 2/3/2026 | MGO One Seven LLC | 5,124 | $422K | 0.0% | +4.3% | 0.098% | |
| 2/3/2026 | RFG Advisory LLC | 6,226 | $513K | 0.0% | -18.4% | 0.120% | |
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| 2/2/2026 | Truist Financial Corp | 39,777 | $3.28M | 0.0% | -2.5% | 0.763% | |
| 2/2/2026 | CENTRAL TRUST Co | 2,211 | $182K | 0.0% | -9.6% | 0.042% | |
| 1/30/2026 | Barnes Pettey Financial Advisors LLC | 30,165 | $2.48M | 1.2% | -1.5% | 0.579% | |
| 1/30/2026 | American Financial & Tax Strategies Inc. | 3,245 | $267K | 0.1% | N/A | 0.062% | |
| 1/30/2026 | M&T Bank Corp | 105,340 | $8.67M | 0.0% | +3.8% | 2.022% | |
| 1/29/2026 | UBS Group AG | 146,596 | $12.07M | 0.0% | +7.0% | 2.814% | |
| 1/28/2026 | M&T Bank Corp | 18,270 | $1.50M | 0.0% | -82.0% | 0.351% | |
| 1/27/2026 | PFG Advisors | 23,085 | $1.90M | 0.1% | +2.0% | 0.443% | |
| 1/26/2026 | CWM LLC | 2,838 | $234K | 0.0% | +268.1% | 0.054% | |
| 1/26/2026 | PFG Investments LLC | 8,621 | $710K | 0.0% | -4.4% | 0.165% | |
| 1/26/2026 | Opal Wealth Advisors LLC | 602,940 | $49.64M | 12.9% | +2.8% | 11.573% | |
| 1/23/2026 | Farther Finance Advisors LLC | 320 | $26K | 0.0% | N/A | 0.006% | |
| 1/23/2026 | Natural Investments LLC | 10,482 | $863K | 0.2% | N/A | 0.201% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 394 | $32K | 0.0% | N/A | 0.007% | |
| 1/14/2026 | AA Financial Advisors LLC | 101,517 | $8.36M | 1.5% | -16.3% | 1.930% | |
| 11/17/2025 | NewEdge Advisors LLC | 3,094 | $258K | 0.0% | -91.2% | 0.058% | |
| 11/17/2025 | Susquehanna International Group LLP | 30,776 | $2.57M | 0.0% | +223.5% | 0.580% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 19,416 | $1.62M | 0.0% | -3.3% | 0.366% | |
| 11/17/2025 | Citadel Advisors LLC | 13,246 | $1.10M | 0.0% | -61.9% | 0.249% | |
| 11/14/2025 | Raymond James Financial Inc. | 117,590 | $9.80M | 0.0% | -30.8% | 2.215% | |
| 11/14/2025 | Brooklyn Investment Group | 2,637 | $220K | 0.0% | +402.3% | 0.050% | |
| 11/14/2025 | Two Sigma Investments LP | 8,200 | $683K | 0.0% | -22.6% | 0.154% | |
| 11/14/2025 | M&T Bank Corp | 101,514 | $8.46M | 0.0% | +2.9% | 1.912% | |
| 11/13/2025 | UBS Group AG | 137,021 | $11.42M | 0.0% | -4.2% | 2.580% | |
| 11/13/2025 | Private Advisor Group LLC | 13,366 | $1.11M | 0.0% | -7.5% | 0.252% | |
| 11/13/2025 | PFG Advisors | 22,638 | $1.89M | 0.1% | +3.4% | 0.426% | |
| 11/10/2025 | Rossby Financial LCC | 3,865 | $324K | 0.1% | +19.3% | 0.073% | |
| 11/7/2025 | May Hill Capital LLC | 3,314 | $276K | 0.1% | -22.7% | 0.062% | |
| 11/7/2025 | HighTower Advisors LLC | 37,131 | $3.10M | 0.0% | +7.3% | 0.699% | |
| 11/6/2025 | CENTRAL TRUST Co | 2,447 | $204K | 0.0% | -43.2% | 0.046% | |
| 11/6/2025 | RFG Advisory LLC | 7,632 | $636K | 0.0% | -11.6% | 0.144% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 96,764 | $8.07M | 0.0% | -1.6% | 1.822% | |
| 11/3/2025 | Golden State Wealth Management LLC | 7,723 | $644K | 0.1% | -22.9% | 0.145% | |
| 11/3/2025 | Truist Financial Corp | 40,790 | $3.40M | 0.0% | +4.3% | 0.768% | |
| 10/31/2025 | PFG Investments LLC | 9,019 | $752K | 0.0% | +16.7% | 0.170% | |
| 10/24/2025 | Opal Wealth Advisors LLC | 586,517 | $48.89M | 13.6% | +2.2% | 11.046% | |
| 10/23/2025 | Park Avenue Securities LLC | 2,445 | $204K | 0.0% | N/A | 0.046% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 39,091 | $3.26M | 0.1% | -1.3% | 0.736% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 66,351 | $5.53M | 0.0% | +1.4% | 1.250% | |
| 10/16/2025 | Mezzasalma Advisors LLC | 4,021 | $335K | 0.1% | N/A | 0.076% | |
| 10/14/2025 | AA Financial Advisors LLC | 121,330 | $10.11M | 2.0% | +9.4% | 2.264% | |
| 8/18/2025 | Kestra Investment Management LLC | 6,527 | $518K | 0.0% | -17.2% | 0.121% | |
| 8/15/2025 | MML Investors Services LLC | 6,974 | $553K | 0.0% | +2.2% | 0.129% | |
| 8/14/2025 | Raymond James Financial Inc. | 169,840 | $13.47M | 0.0% | -1.8% | 3.139% | |
| 8/14/2025 | NewEdge Advisors LLC | 35,126 | $2.79M | 0.0% | -9.6% | 0.649% | |
| 8/13/2025 | M&T Bank Corp | 98,662 | $7.82M | 0.0% | -0.5% | 1.824% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 20,075 | $1.59M | 0.0% | -1.4% | 0.371% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 6,153 | $488K | 0.0% | +445.0% | 0.114% | |
| 8/12/2025 | Barnes Pettey Financial Advisors LLC | 32,258 | $2.56M | 1.7% | -1.2% | 0.596% | |
| 8/12/2025 | JPMorgan Chase & Co. | 1,435 | $114K | 0.0% | -57.4% | 0.027% | |
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| 8/8/2025 | Avantax Advisory Services Inc. | 289,647 | $22.97M | 0.1% | -3.9% | 5.354% | |
| 8/8/2025 | Cetera Investment Advisers | 17,058 | $1.35M | 0.0% | -18.1% | 0.315% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 24,152 | $1.92M | 0.0% | -3.6% | 0.446% | |
| 8/7/2025 | PFG Advisors | 21,901 | $1.74M | 0.1% | -0.6% | 0.405% | |
| 8/6/2025 | Prospera Financial Services Inc | 8,387 | $665K | 0.0% | -1.8% | 0.155% | |
| 8/6/2025 | Wedbush Securities Inc. | 3,106 | $246K | 0.0% | -8.6% | 0.057% | |
| 8/6/2025 | Golden State Wealth Management LLC | 10,014 | $794K | 0.1% | -1.8% | 0.185% | |
| 8/1/2025 | Rossby Financial LCC | 3,239 | $257K | 0.1% | -15.5% | 0.060% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 98,326 | $7.80M | 0.0% | +10.1% | 1.817% | |
| 7/29/2025 | Stephens Inc. AR | 9,306 | $738K | 0.0% | +4.5% | 0.172% | |