| 10/8/2026 | Farther Finance Advisors LLC | 1,862 | $67K | 0.0% | N/A | 0.005% | |
| 10/8/2026 | Apella Capital LLC | 85,232 | $3.00M | 0.0% | -13.1% | 0.234% | |
| 7/8/2026 | Apella Capital LLC | 98,120 | $3.49M | 0.0% | -16.9% | 0.314% | |
| 5/18/2026 | Royal Bank of Canada | 5,238 | $171K | 0.0% | -19.8% | 0.018% | |
| 5/14/2026 | Sei Investments Co. | 174,800 | $5.70M | 0.0% | N/A | 0.585% | |
| 5/13/2026 | Cetera Investment Advisers | 6,820 | $222K | 0.0% | N/A | 0.023% | |
| 4/27/2026 | Apeiron RIA LLC | 10,289 | $335K | 0.1% | +29.9% | 0.034% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 20,394 | $665K | 0.0% | +90.9% | 0.069% | |
| 4/20/2026 | Apella Capital LLC | 118,015 | $4.14M | 0.1% | -5.7% | 0.406% | |
| 4/18/2026 | Cora Capital Advisors LLC | 25,353 | $826K | 0.3% | -7.4% | 0.087% | |
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| 4/17/2026 | Stewardship Advisors LLC | 19,755 | $644K | 0.1% | -4.0% | 0.068% | |
| 2/18/2026 | NewEdge Advisors LLC | 1,601 | $52K | 0.0% | -21.1% | 0.006% | |
| 2/17/2026 | Osaic Holdings Inc. | 2,382,667 | $77.51M | 0.1% | +1,677.9% | 8.664% | |
| 2/17/2026 | Royal Bank of Canada | 6,528 | $212K | 0.0% | -59.2% | 0.024% | |
| 2/17/2026 | Stark Wealth Management LLC | 65,586 | $2.13M | 7.6% | N/A | 0.238% | |
| 2/12/2026 | Compass Capital Corp MA ADV | 168,264 | $5.93M | 2.3% | -5.9% | 0.612% | |
| 2/11/2026 | OneAscent Financial Services LLC | 39,628 | $1.29M | 0.1% | +2.9% | 0.144% | |
| 2/6/2026 | Global Retirement Partners LLC | 8,088 | $263K | 0.0% | N/A | 0.029% | |
| 2/6/2026 | 3EDGE Asset Management LP | 1,144,408 | $37.35M | 1.9% | N/A | 4.161% | |
| 2/4/2026 | Moneco Advisors LLC | 6,428 | $209K | 0.0% | N/A | 0.023% | |
| 2/4/2026 | Summit Wealth Group LLC Co. | 1,926,871 | $62.69M | 8.3% | N/A | 7.007% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 22,742 | $740K | 0.0% | N/A | 0.083% | |
| 2/3/2026 | Apeiron RIA LLC | 7,923 | $258K | 0.1% | -96.7% | 0.029% | |
| 1/28/2026 | Cora Capital Advisors LLC | 27,382 | $891K | 0.3% | +21.6% | 0.101% | |
| 1/28/2026 | Diversified Enterprises LLC | 35,699 | $1.16M | 0.1% | +27.3% | 0.131% | |
| 1/26/2026 | Merit Financial Group LLC | 7,521 | $245K | 0.0% | -4.9% | 0.028% | |
| 1/26/2026 | United Advisor Group LLC | 19,031 | $619K | 0.1% | +21.9% | 0.070% | |
| 1/26/2026 | CWM LLC | 824 | $27K | 0.0% | -85.4% | 0.003% | |
| 1/21/2026 | Apella Capital LLC | 125,200 | $4.07M | 0.1% | +2.7% | 0.463% | |
| 1/16/2026 | Perigon Wealth Management LLC | 75,717 | $2.46M | 0.0% | +1.8% | 0.280% | |
| 1/15/2026 | Stewardship Advisors LLC | 20,569 | $669K | 0.2% | +10.2% | 0.076% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 4,851 | $158K | 0.0% | N/A | 0.018% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 289,569 | $9.60M | 0.0% | -1.4% | 1.087% | |
| 11/17/2025 | Flow Traders U.S. LLC | 10,517 | $321K | 0.0% | N/A | 0.043% | |
| 11/17/2025 | Citadel Advisors LLC | 18,194 | $555K | 0.0% | +8.0% | 0.074% | |
| 11/14/2025 | Binnacle Investments Inc | 35,405 | $1.08M | 0.6% | -13.9% | 0.144% | |
| 11/12/2025 | Bright Futures Wealth Management LLC. | 8,457 | $258K | 0.2% | N/A | 0.034% | |
| 11/7/2025 | Petra Financial Advisors Inc. | 34,233 | $1.04M | 0.6% | +1.0% | 0.139% | |
| 11/7/2025 | Calton & Associates Inc. | 7,029 | $214K | 0.0% | N/A | 0.029% | |
| 11/6/2025 | CENTRAL TRUST Co | 2,753 | $84K | 0.0% | -28.2% | 0.011% | |
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| 11/6/2025 | Lynx Investment Advisory | 43,716 | $1.33M | 0.8% | +2.5% | 0.178% | |
| 11/6/2025 | BlueChip Wealth Advisors LLC | 119,693 | $3.65M | 1.6% | +904.4% | 0.487% | |
| 11/6/2025 | LexAurum Advisors LLC | 33,398 | $1.02M | 0.1% | -3.3% | 0.136% | |
| 10/31/2025 | OneAscent Financial Services LLC | 38,501 | $1.17M | 0.1% | -38.3% | 0.157% | |
| 10/29/2025 | Stewardship Advisors LLC | 18,669 | $570K | 0.1% | N/A | 0.077% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 293,736 | $8.97M | 0.0% | -5.6% | 1.214% | |
| 10/28/2025 | Csenge Advisory Group | 7,174 | $219K | 0.0% | N/A | 0.030% | |
| 10/17/2025 | Perigon Wealth Management LLC | 74,402 | $2.27M | 0.0% | -0.7% | 0.314% | |
| 10/17/2025 | Apella Capital LLC | 121,944 | $3.70M | 0.1% | N/A | 0.515% | |
| 10/15/2025 | CWM LLC | 5,662 | $173K | 0.0% | +1,631.5% | 0.024% | |
| 10/14/2025 | Apeiron RIA LLC | 243,212 | $7.47M | 1.7% | -12.1% | 1.026% | |
| 10/10/2025 | Diversified Enterprises LLC | 28,034 | $855K | 0.1% | -2.4% | 0.118% | |
| 10/8/2025 | Patriot Financial Group Insurance Agency LLC | 10,899 | $332K | 0.0% | -3.2% | 0.046% | |
| 9/4/2025 | Osaic Holdings Inc. | 97,189 | $2.87M | 0.0% | -72.8% | 0.445% | |
| 8/28/2025 | Stark Wealth Management LLC | 25,723 | $758K | 1.0% | N/A | 0.118% | |
| 8/15/2025 | Binnacle Investments Inc | 41,127 | $1.21M | 0.8% | -1.4% | 0.188% | |
| 8/14/2025 | Jane Street Group LLC | 54,776 | $1.62M | 0.0% | +240.9% | 0.251% | |
| 8/11/2025 | Pinnacle Wealth Planning Services Inc. | 8,083 | $238K | 0.0% | -24.3% | 0.037% | |
| 8/6/2025 | S&T Bank PA | 242,517 | $7.15M | 2.2% | +1,783.0% | 1.110% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 11,917 | $351K | 0.1% | N/A | 0.055% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 11,260 | $332K | 0.0% | -76.9% | 0.053% | |
| 7/18/2025 | Lynx Investment Advisory | 42,640 | $1.26M | 0.8% | +1.5% | 0.200% | |
| 7/17/2025 | LexAurum Advisors LLC | 34,549 | $1.02M | 0.2% | -26.6% | 0.162% | |
| 7/16/2025 | Diversified Enterprises LLC | 28,713 | $846K | 0.1% | -7.9% | 0.135% | |
| 7/16/2025 | Perigon Wealth Management LLC | 74,953 | $2.21M | 0.1% | -5.6% | 0.352% | |
| 7/15/2025 | Cora Capital Advisors LLC | 22,571 | $665K | 0.3% | -3.6% | 0.106% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 311,007 | $9.15M | 0.0% | -9.6% | 1.460% | |
| 6/16/2025 | Lynx Investment Advisory | 41,997 | $1.10M | 0.7% | +5.3% | 0.194% | |
| 5/29/2025 | Apeiron RIA LLC | 321,713 | $8.45M | 2.6% | N/A | 1.489% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 54,673 | $1.44M | 0.0% | +9.8% | 0.253% | |
| 5/19/2025 | Jane Street Group LLC | 16,066 | $422K | 0.0% | -87.2% | 0.074% | |
| 5/16/2025 | ROSS JOHNSON & Associates LLC | 3,895 | $102K | 1.8% | +947.0% | 0.018% | |
| 5/16/2025 | NewEdge Advisors LLC | 2,029 | $53K | 0.0% | -64.8% | 0.009% | |
| 5/15/2025 | Calton & Associates Inc. | 11,428 | $300K | 0.1% | N/A | 0.053% | |
| 5/5/2025 | Calton & Associates Inc. | 273,240 | $7.17M | 0.9% | N/A | 1.265% | |
| 4/23/2025 | Perigon Wealth Management LLC | 79,367 | $2.08M | 0.1% | -18.4% | 0.372% | |
| 4/22/2025 | Bright Futures Wealth Management LLC. | 14,590 | $377K | 0.4% | -7.4% | 0.068% | |
| 4/22/2025 | Petra Financial Advisors Inc. | 33,799 | $887K | 0.7% | +16.7% | 0.158% | |
| 4/21/2025 | United Advisor Group LLC | 15,865 | $416K | 0.1% | -3.7% | 0.074% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 189,185 | $4.87M | 2.5% | -24.1% | 0.886% | |
| 4/18/2025 | CENTRAL TRUST Co | 3,835 | $101K | 0.0% | N/A | 0.018% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 343,923 | $9.03M | 0.0% | -19.0% | 1.634% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 28,470 | $747K | 0.0% | N/A | 0.135% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 48,706 | $1.28M | 0.2% | -1.7% | 0.233% | |
| 4/14/2025 | LexAurum Advisors LLC | 47,062 | $1.24M | 0.2% | -0.8% | 0.225% | |
| 4/9/2025 | Merit Financial Group LLC | 38,315 | $1.01M | 0.0% | N/A | 0.184% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 424,687 | $10.14M | 0.0% | N/A | 2.024% | |
| 2/27/2025 | Pinnacle Wealth Planning Services Inc. | 10,821 | $258K | 0.0% | N/A | 0.052% | |
| 2/24/2025 | United Advisor Group LLC | 16,482 | $393K | 0.1% | N/A | 0.079% | |
| 2/14/2025 | Jane Street Group LLC | 125,229 | $2.99M | 0.0% | N/A | 0.597% | |
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| 2/13/2025 | NewEdge Advisors LLC | 5,771 | $138K | 0.0% | N/A | 0.028% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,824 | $91K | 0.0% | N/A | 0.018% | |
| 2/11/2025 | Lynx Investment Advisory | 39,871 | $952K | 0.6% | N/A | 0.190% | |
| 2/10/2025 | Petra Financial Advisors Inc. | 28,966 | $691K | 0.5% | N/A | 0.138% | |
| 2/10/2025 | Diversified Enterprises LLC | 36,551 | $872K | 0.1% | N/A | 0.174% | |
| 2/6/2025 | Pinnacle Wealth Planning Services Inc. | 10,821 | $258K | 0.0% | N/A | 0.052% | |
| 2/3/2025 | Compass Capital Corp MA ADV | 249,284 | $5.95M | 2.3% | N/A | 1.188% | |
| 2/3/2025 | Private Advisor Group LLC | 12,432 | $297K | 0.0% | N/A | 0.059% | |
| 1/30/2025 | Bright Futures Wealth Management LLC. | 15,754 | $395K | 0.4% | N/A | 0.075% | |
| 1/22/2025 | Patriot Financial Group Insurance Agency LLC | 49,536 | $1.18M | 0.2% | N/A | 0.236% | |