| 7/8/2026 | Colorado Capital Management Inc. | 16,497 | $1.01M | 0.3% | -6.1% | 0.120% | |
| 7/8/2026 | Factor Wealth Management LTD | 5,458 | $335K | 0.1% | -8.3% | 0.040% | |
| 7/2/2026 | CX Institutional | 4,544 | $279K | 0.0% | -6.6% | 0.033% | |
| 6/3/2026 | Parallel Advisors LLC | 795 | $37K | 0.0% | +31.4% | 0.006% | |
| 6/3/2026 | NewEdge Advisors LLC | 23,672 | $1.10M | 0.0% | +0.8% | 0.188% | |
| 5/19/2026 | NewEdge Advisors LLC | 23,010 | $1.07M | 0.0% | -2.0% | 0.183% | |
| 5/19/2026 | Bank of America Corp DE | 120,690 | $5.61M | 0.0% | -2.7% | 0.958% | |
| 5/18/2026 | Royal Bank of Canada | 165,928 | $7.71M | 0.0% | -7.5% | 1.317% | |
| 5/18/2026 | Evelyn Partners Asset Management Ltd | 4,460 | $207K | 0.1% | +6.0% | 0.035% | |
| 5/13/2026 | Cetera Investment Advisers | 44,435 | $2.07M | 0.0% | -4.9% | 0.353% | |
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| 5/13/2026 | First Trust Advisors LP | 76,437 | $3.55M | 0.0% | -7.9% | 0.607% | |
| 5/7/2026 | Parallel Advisors LLC | 795 | $37K | 0.0% | +31.4% | 0.006% | |
| 5/6/2026 | Forty three Eighteen Advisors LLC | 31,916 | $1.48M | 1.1% | N/A | 0.253% | |
| 5/5/2026 | Sanctuary Advisors LLC | 5,416 | $252K | 0.0% | -3.7% | 0.043% | |
| 5/5/2026 | Nwam LLC | 19,946 | $927K | 0.1% | +5.2% | 0.158% | |
| 5/2/2026 | Valmark Advisers Inc. | 4,587 | $213K | 0.0% | N/A | 0.036% | |
| 5/1/2026 | Fifth Third Bancorp | 3,611 | $168K | 0.0% | +10,217.1% | 0.029% | |
| 4/30/2026 | Kestra Advisory Services LLC | 8,476 | $394K | 0.0% | -7.0% | 0.067% | |
| 4/29/2026 | KERR FINANCIAL PLANNING Corp | 825 | $38K | 0.0% | -39.5% | 0.007% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 20,299 | $943K | 0.1% | +1.2% | 0.175% | |
| 4/27/2026 | PFG Investments LLC | 10,625 | $494K | 0.0% | +5.8% | 0.092% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 10,697 | $497K | 0.0% | -17.8% | 0.092% | |
| 4/20/2026 | Factor Wealth Management LTD | 5,955 | $277K | 0.1% | N/A | 0.051% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 4,064 | $181K | 0.0% | -14.5% | 0.034% | |
| 2/18/2026 | Onyx Bridge Wealth Group LLC | 10,382 | $463K | 0.0% | -6.5% | 0.087% | |
| 2/18/2026 | NewEdge Advisors LLC | 23,489 | $1.05M | 0.0% | -2.6% | 0.197% | |
| 2/17/2026 | Cetera Investment Advisers | 46,722 | $2.08M | 0.0% | +11.6% | 0.393% | |
| 2/17/2026 | Osaic Holdings Inc. | 53,939 | $2.41M | 0.0% | +40.5% | 0.453% | |
| 2/17/2026 | Royal Bank of Canada | 179,386 | $8M | 0.0% | +55.7% | 1.507% | |
| 2/16/2026 | MML Investors Services LLC | 18,200 | $812K | 0.0% | +208.9% | 0.153% | |
| 2/16/2026 | Mariner LLC | 5,107 | $228K | 0.0% | N/A | 0.043% | |
| 2/16/2026 | Evelyn Partners Asset Management Ltd | 4,209 | $188K | 0.0% | -8.6% | 0.035% | |
| 2/16/2026 | Evelyn Partners Investment Management Europe Ltd | 35,109 | $1.57M | 0.5% | +2.3% | 0.295% | |
| 2/13/2026 | Kestra Advisory Services LLC | 9,118 | $407K | 0.0% | -20.3% | 0.077% | |
| 2/13/2026 | Stifel Financial Corp | 35,719 | $1.59M | 0.0% | +7.5% | 0.300% | |
| 2/13/2026 | First Trust Advisors LP | 82,961 | $3.70M | 0.0% | -3.8% | 0.697% | |
| 2/13/2026 | Wells Fargo & Company MN | 292,986 | $13.07M | 0.0% | +41.5% | 2.462% | |
| 2/13/2026 | Wealthspire Advisors LLC | 75,681 | $3.38M | 0.0% | -4.3% | 0.636% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 70,289 | $3.13M | 0.0% | -17.9% | 0.591% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 8,110 | $362K | 0.0% | -23.0% | 0.068% | |
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| 2/12/2026 | CIBC Private Wealth Group LLC | 90,880 | $4.05M | 0.0% | +0.9% | 0.764% | |
| 2/12/2026 | Sumitomo Mitsui Financial Group Inc. | 5,641 | $252K | 0.0% | -3.7% | 0.047% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 13,016 | $580K | 0.0% | +1.7% | 0.109% | |
| 2/11/2026 | LPL Financial LLC | 250,739 | $11.18M | 0.0% | +27.6% | 2.107% | |
| 2/10/2026 | Camden National Bank | 5,788 | $258K | 0.0% | N/A | 0.049% | |
| 2/10/2026 | Beto Financial Group LLC | 9,117 | $451K | 0.3% | N/A | 0.077% | |
| 2/9/2026 | Harbour Investments Inc. | 7,562 | $337K | 0.0% | -14.7% | 0.064% | |
| 2/6/2026 | HighTower Advisors LLC | 23,582 | $1.05M | 0.0% | -3.4% | 0.198% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 2,843,100 | $126.77M | 0.1% | +14,156.1% | 23.892% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 17,319 | $772K | 0.0% | +3,329.5% | 0.144% | |
| 2/4/2026 | Nwam LLC | 18,964 | $846K | 0.0% | -1.7% | 0.157% | |
| 2/2/2026 | Truist Financial Corp | 55,121 | $2.46M | 0.0% | N/A | 0.457% | |
| 2/2/2026 | Legacy Edge Advisors LLC | 7,796 | $348K | 0.0% | N/A | 0.065% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 90,738 | $4.05M | 0.1% | N/A | 0.753% | |
| 1/30/2026 | Wealthfront Advisers LLC | 34,388 | $1.53M | 0.0% | -2.1% | 0.287% | |
| 1/29/2026 | UBS Group AG | 270,109 | $12.05M | 0.0% | +137.0% | 2.251% | |
| 1/29/2026 | Sanctuary Advisors LLC | 5,626 | $251K | 0.0% | -6.6% | 0.047% | |
| 1/28/2026 | United Asset Strategies Inc. | 5,079 | $226K | 0.0% | -4.0% | 0.042% | |
| 1/27/2026 | PFG Advisors | 6,162 | $275K | 0.0% | -14.5% | 0.051% | |
| 1/27/2026 | Elevated Capital Advisors LLC | 1,682 | $75K | 0.0% | N/A | 0.014% | |
| 1/26/2026 | Private Trust Co. NA | 644 | $29K | 0.0% | N/A | 0.005% | |
| 1/26/2026 | CWM LLC | 11,169 | $498K | 0.0% | -2.5% | 0.093% | |
| 1/26/2026 | PFG Investments LLC | 10,042 | $448K | 0.0% | -2.1% | 0.084% | |
| 1/23/2026 | Farther Finance Advisors LLC | 3,117 | $139K | 0.0% | +45.3% | 0.026% | |
| 1/23/2026 | Natural Investments LLC | 8,039 | $358K | 0.1% | N/A | 0.067% | |
| 1/23/2026 | First PREMIER Bank | 1,674 | $75K | 0.0% | -67.5% | 0.014% | |
| 1/21/2026 | Townsend Asset Management Corp NC ADV | 4,667 | $208K | 0.1% | N/A | 0.039% | |
| 1/21/2026 | Walkner Condon Financial Advisors LLC | 20,058 | $894K | 0.1% | +7.7% | 0.167% | |
| 1/15/2026 | Private Advisory Group LLC | 20,979 | $936K | 0.1% | N/A | 0.175% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 11,043 | $532K | 0.0% | +15.5% | 0.092% | |
| 11/25/2025 | KERR FINANCIAL PLANNING Corp | 2,500 | $109K | 0.2% | N/A | 0.021% | |
| 11/24/2025 | CIBC Private Wealth Group LLC | 90,031 | $3.78M | 0.0% | -2.0% | 0.750% | |
| 11/21/2025 | CIBC Bancorp USA Inc. | 90,031 | $3.78M | 0.0% | N/A | 0.750% | |
| 11/18/2025 | Advisory Services Network LLC | 2,909 | $122K | 0.0% | N/A | 0.024% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 19,943 | $837K | 0.0% | -4.3% | 0.166% | |
| 11/17/2025 | Flow Traders U.S. LLC | 39,042 | $1.64M | 0.1% | +181.6% | 0.325% | |
| 11/17/2025 | Citadel Advisors LLC | 40,926 | $1.72M | 0.0% | +222.3% | 0.341% | |
| 11/17/2025 | Bank of America Corp DE | 134,260 | $5.63M | 0.0% | -12.5% | 1.119% | |
| 11/17/2025 | Ameriprise Financial Inc. | 36,648 | $1.54M | 0.0% | +14.9% | 0.305% | |
| 11/14/2025 | Creative Planning | 9,154 | $384K | 0.0% | +10.6% | 0.076% | |
| 11/14/2025 | Raymond James Financial Inc. | 47,825 | $2.01M | 0.0% | -4.8% | 0.399% | |
| 11/14/2025 | Tower Research Capital LLC TRC | 32,596 | $1.37M | 0.0% | +267.0% | 0.272% | |
| 11/13/2025 | UBS Group AG | 113,967 | $4.78M | 0.0% | -31.3% | 0.950% | |
| 11/13/2025 | PFG Advisors | 7,205 | $302K | 0.0% | -5.7% | 0.060% | |
| 11/13/2025 | Ameriflex Group Inc. | 738 | $31K | 0.0% | N/A | 0.006% | |
| 11/13/2025 | First Trust Advisors LP | 86,223 | $3.62M | 0.0% | -7.1% | 0.719% | |
| 11/12/2025 | Sumitomo Mitsui Financial Group Inc. | 5,859 | $246K | 0.0% | -6.8% | 0.049% | |
| 11/10/2025 | Lion Street Advisors LLC | 2,970 | $125K | 0.0% | N/A | 0.025% | |
| 11/6/2025 | Onyx Bridge Wealth Group LLC | 11,106 | $466K | 0.1% | -8.1% | 0.093% | |
| 11/6/2025 | Wealthfront Advisers LLC | 35,141 | $1.48M | 0.0% | -0.7% | 0.293% | |
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| 11/5/2025 | Envestnet Asset Management Inc. | 28,961 | $1.22M | 0.0% | -21.2% | 0.241% | |
| 11/4/2025 | Jones Financial Companies Lllp | 23,109 | $970K | 0.0% | +11.0% | 0.193% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 9,564 | $412K | 0.0% | -2.6% | 0.079% | |
| 10/29/2025 | Walkner Condon Financial Advisors LLC | 18,619 | $781K | 0.1% | -9.6% | 0.155% | |
| 10/24/2025 | Colorado Capital Management Inc. | 17,564 | $737K | 0.3% | -8.3% | 0.146% | |
| 10/23/2025 | Benjamin Edwards Inc. | 40,804 | $1.71M | 0.0% | N/A | 0.339% | |
| 10/23/2025 | United Asset Strategies Inc. | 5,291 | $222K | 0.0% | N/A | 0.044% | |
| 10/23/2025 | CX Institutional | 4,977 | $209K | 0.0% | -16.0% | 0.041% | |
| 10/21/2025 | Global Retirement Partners LLC | 1,333 | $56K | 0.0% | +62.6% | 0.011% | |
| 10/21/2025 | Arbor Investment Advisors LLC | 5,106 | $214K | 0.0% | N/A | 0.043% | |