| 7/10/2026 | Wealthcare Advisory Partners LLC | 60,921 | $3.04M | 0.1% | -5.2% | 1.269% | |
| 7/9/2026 | Worth Asset Management LLC | 5,778 | $289K | 0.1% | N/A | 0.120% | |
| 7/7/2026 | Avior Wealth Management LLC | 6,274 | $314K | 0.0% | N/A | 0.130% | |
| 5/19/2026 | Bank of America Corp DE | 784,338 | $29.23M | 0.0% | +8.8% | 15.974% | |
| 5/18/2026 | Royal Bank of Canada | 16,378 | $610K | 0.0% | +17.8% | 0.334% | |
| 5/14/2026 | Modern Wealth Management LLC | 553,128 | $20.81M | 0.4% | -23.6% | 11.265% | |
| 5/14/2026 | MWA Asset Management | 1,208 | $45K | 0.0% | N/A | 0.025% | |
| 5/13/2026 | Cetera Investment Advisers | 12,430 | $463K | 0.0% | +4.1% | 0.253% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 103,284 | $3.85M | 0.3% | -5.3% | 2.104% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 245,014 | $9.13M | 0.0% | -32.5% | 4.990% | |
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| 5/8/2026 | MWA Asset Management | 1,208 | $45K | 0.0% | N/A | 0.025% | |
| 4/27/2026 | HB Wealth Management LLC | 5,566 | $207K | 0.0% | N/A | 0.112% | |
| 4/27/2026 | Moran Wealth Management LLC | 48,603 | $1.81M | 0.1% | +5.7% | 0.976% | |
| 4/23/2026 | Apollon Wealth Management LLC | 15,160 | $565K | 0.0% | -3.0% | 0.304% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,997 | $74K | 0.0% | +27.9% | 0.038% | |
| 2/27/2026 | OakTrust Wealth Advisors LLC | 6,258 | $231K | 0.2% | N/A | 0.119% | |
| 2/18/2026 | Hyposwiss Advisors SA | 2,380 | $88K | 0.1% | N/A | 0.045% | |
| 2/17/2026 | Cetera Investment Advisers | 11,945 | $441K | 0.0% | +7.0% | 0.226% | |
| 2/17/2026 | Royal Bank of Canada | 13,906 | $514K | 0.0% | -5.7% | 0.263% | |
| 2/16/2026 | Mariner LLC | 12,276 | $454K | 0.0% | -25.1% | 0.233% | |
| 2/13/2026 | Wells Fargo & Company MN | 25,058 | $926K | 0.0% | -3.7% | 0.475% | |
| 2/12/2026 | Jane Street Group LLC | 5,783 | $214K | 0.0% | -70.1% | 0.110% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 17,676 | $653K | 0.0% | -2.4% | 0.335% | |
| 2/12/2026 | Brown Brothers Harriman & Co. | 854 | $32K | 0.0% | N/A | 0.016% | |
| 2/12/2026 | Principal Securities Inc. | 16,940 | $626K | 0.0% | -53.8% | 0.321% | |
| 2/11/2026 | LPL Financial LLC | 128,904 | $4.76M | 0.0% | -5.0% | 2.441% | |
| 2/11/2026 | Parallel Advisors LLC | 781 | $29K | 0.0% | N/A | 0.015% | |
| 2/9/2026 | Family Office Research LLC | 27,113 | $1.01M | 0.4% | -15.0% | 0.514% | |
| 2/9/2026 | Clearwater Capital Advisors LLC | 109,115 | $4.03M | 0.3% | -11.5% | 2.067% | |
| 2/6/2026 | Northbridge Financial Group LLC | 6,475 | $239K | 0.1% | N/A | 0.123% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 362,880 | $13.41M | 0.0% | -7.5% | 6.873% | |
| 2/3/2026 | International Assets Investment Management LLC | 1,300 | $48K | 0.0% | N/A | 0.025% | |
| 1/27/2026 | Zurcher Kantonalbank Zurich Cantonalbank | 26,070 | $973K | 0.0% | +1.7% | 0.494% | |
| 1/26/2026 | Moran Wealth Management LLC | 46,000 | $1.70M | 0.1% | +57.8% | 0.871% | |
| 1/26/2026 | Mirae Asset Global Investments Co. Ltd. | 72,000 | $2.66M | 0.0% | +61.8% | 1.364% | |
| 1/26/2026 | CWM LLC | 4,518 | $167K | 0.0% | -8.1% | 0.086% | |
| 1/22/2026 | Apollon Wealth Management LLC | 15,630 | $578K | 0.0% | -2.3% | 0.293% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 63,998 | $2.37M | 0.0% | -0.4% | 1.201% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 5,892 | $228K | 0.0% | -5.2% | 0.111% | |
| 11/17/2025 | Susquehanna International Group LLP | 29,065 | $1.13M | 0.0% | +12.0% | 0.529% | |
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| 11/17/2025 | Mariner LLC | 16,383 | $639K | 0.0% | -2.6% | 0.298% | |
| 11/17/2025 | Lido Advisors LLC | 46,641 | $1.82M | 0.0% | -6.4% | 0.850% | |
| 11/17/2025 | Flow Traders U.S. LLC | 63,213 | $2.47M | 0.1% | +34.3% | 1.151% | |
| 11/17/2025 | Focus Partners Wealth | 15,418 | $601K | 0.0% | +32.6% | 0.281% | |
| 11/17/2025 | Citadel Advisors LLC | 7,556 | $295K | 0.0% | N/A | 0.138% | |
| 11/17/2025 | Bank of America Corp DE | 662,525 | $25.85M | 0.0% | +1.4% | 12.068% | |
| 11/14/2025 | Raymond James Financial Inc. | 39,430 | $1.54M | 0.0% | +24.5% | 0.718% | |
| 11/13/2025 | Sei Investments Co. | 10,522 | $410K | 0.0% | +63.4% | 0.192% | |
| 11/13/2025 | UBS Group AG | 51,483 | $2.01M | 0.0% | -19.3% | 0.938% | |
| 11/13/2025 | Ameriflex Group Inc. | 1,228 | $48K | 0.0% | +100.0% | 0.022% | |
| 11/13/2025 | Modern Wealth Management LLC | 692,320 | $27.01M | 0.5% | +1.0% | 12.611% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 392,138 | $15.30M | 0.0% | -3.1% | 7.143% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 12,568 | $490K | 0.0% | +7.1% | 0.229% | |
| 11/4/2025 | Family Office Research LLC | 31,906 | $1.25M | 0.5% | -2.5% | 0.581% | |
| 11/3/2025 | Mirae Asset Global Investments Co. Ltd. | 44,500 | $1.74M | 0.0% | -7.3% | 0.811% | |
| 10/23/2025 | HB Wealth Management LLC | 5,216 | $203K | 0.0% | N/A | 0.095% | |
| 10/23/2025 | Moran Wealth Management LLC | 29,150 | $1.14M | 0.0% | +82.8% | 0.531% | |
| 10/17/2025 | Apollon Wealth Management LLC | 15,995 | $624K | 0.0% | -1.8% | 0.291% | |
| 10/17/2025 | Apollon Financial LLC | 11,670 | $455K | 0.1% | -13.9% | 0.213% | |
| 10/8/2025 | Armstrong Advisory Group Inc. | 4,983 | $194K | 0.0% | -19.4% | 0.091% | |
| 9/4/2025 | Osaic Holdings Inc. | 22,522 | $851K | 0.0% | +154.4% | 0.388% | |
| 8/15/2025 | Modern Wealth Management LLC | 685,653 | $25.89M | 0.7% | +7.3% | 11.822% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 5,595 | $211K | 0.0% | N/A | 0.096% | |
| 8/15/2025 | Bank of America Corp DE | 653,440 | $24.67M | 0.0% | -6.1% | 11.266% | |
| 8/15/2025 | Ameriprise Financial Inc. | 12,373 | $467K | 0.0% | +10.2% | 0.213% | |
| 8/14/2025 | Jane Street Group LLC | 51,723 | $1.95M | 0.0% | -35.3% | 0.892% | |
| 8/14/2025 | Raymond James Financial Inc. | 31,666 | $1.20M | 0.0% | +7.3% | 0.546% | |
| 8/14/2025 | Sei Investments Co. | 6,439 | $243K | 0.0% | N/A | 0.111% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 1,331 | $50K | 0.0% | +575.6% | 0.023% | |
| 8/13/2025 | Flow Traders U.S. LLC | 47,054 | $1.78M | 0.1% | N/A | 0.811% | |
| 8/13/2025 | Lido Advisors LLC | 49,821 | $1.88M | 0.0% | -28.6% | 0.859% | |
| 8/8/2025 | Cetera Investment Advisers | 11,099 | $419K | 0.0% | -5.9% | 0.191% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 404,749 | $15.28M | 0.0% | -13.1% | 6.978% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 11,730 | $443K | 0.0% | -8.6% | 0.199% | |
| 7/28/2025 | Moran Wealth Management LLC | 15,945 | $602K | 0.0% | +90.9% | 0.271% | |
| 7/25/2025 | Apollon Financial LLC | 13,554 | $512K | 0.1% | -2.2% | 0.231% | |
| 7/25/2025 | Apollon Wealth Management LLC | 16,294 | $615K | 0.0% | -1.7% | 0.277% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 64,266 | $2.43M | 0.1% | +3.2% | 1.093% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 48,000 | $1.81M | 0.0% | -14.3% | 0.814% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 6,184 | $234K | 0.0% | -8.1% | 0.104% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,216 | $239K | 0.0% | N/A | 0.105% | |
| 7/9/2025 | Fiduciary Alliance LLC | 6,862 | $259K | 0.0% | +9.6% | 0.116% | |
| 6/2/2025 | Modern Wealth Management LLC | 638,708 | $21.04M | 0.7% | +4.4% | 10.419% | |
| 5/19/2025 | Jane Street Group LLC | 80,000 | $2.64M | 0.0% | +213.5% | 1.274% | |
| 5/15/2025 | Family Office Research LLC | 38,858 | $1.28M | 0.6% | -8.0% | 0.619% | |
| 5/15/2025 | Royal Bank of Canada | 25,396 | $837K | 0.0% | +1.6% | 0.404% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 465,994 | $15.35M | 0.0% | -0.8% | 7.420% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 362,618 | $11.95M | 1.2% | +2.4% | 5.774% | |
| 5/7/2025 | LPL Financial LLC | 122,597 | $4.04M | 0.0% | -22.4% | 1.952% | |
| 5/7/2025 | Zurcher Kantonalbank Zurich Cantonalbank | 24,080 | $797K | 0.0% | -3.1% | 0.383% | |
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| 5/2/2025 | Apollon Financial LLC | 13,858 | $456K | 0.1% | -6.3% | 0.219% | |
| 5/2/2025 | Apollon Wealth Management LLC | 16,571 | $546K | 0.0% | -5.0% | 0.262% | |
| 4/30/2025 | Principal Securities Inc. | 157,134 | $5.48M | 0.1% | +1.3% | 2.482% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 12,834 | $423K | 0.0% | -17.8% | 0.203% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 56,000 | $1.84M | 0.0% | -27.3% | 0.885% | |
| 4/23/2025 | Moran Wealth Management LLC | 8,351 | $275K | 0.0% | N/A | 0.132% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 20,148 | $664K | 0.0% | -20.1% | 0.318% | |
| 4/17/2025 | Highline Wealth Partners LLC | 812 | $27K | 0.0% | -33.2% | 0.013% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 62,281 | $2.05M | 0.1% | +2.3% | 0.984% | |
| 4/14/2025 | Wedmont Private Capital | 13,653 | $412K | 0.0% | N/A | 0.216% | |