| 7/1/2026 | Noble Wealth Management PBC | 52,533 | $537K | 0.2% | +54.4% | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 4,594,698 | $46.41M | 0.0% | -13.6% | 0.000% | |
| 5/18/2026 | Readystate Asset Management LP | 100,594 | $1.02M | 0.0% | N/A | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 762,220 | $7.70M | 0.0% | -12.4% | 0.000% | |
| 5/14/2026 | Lido Advisors LLC | 51,815 | $523K | 0.0% | -22.5% | 0.000% | |
| 5/13/2026 | Cetera Investment Advisers | 236,069 | $2.38M | 0.0% | +12.9% | 0.000% | |
| 5/13/2026 | First Trust Advisors LP | 209,683 | $2.12M | 0.0% | +59.8% | 0.000% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 617,201 | $6.23M | 0.0% | +36.8% | 0.000% | |
| 5/5/2026 | D.A. Davidson & CO. | 382,991 | $3.87M | 0.0% | +60.4% | 0.000% | |
| 5/5/2026 | Marks Group Wealth Management Inc | 89,273 | $902K | 0.1% | -8.8% | 0.000% | |
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| 5/5/2026 | Northstar Financial Companies Inc. | 13,004 | $131K | 0.1% | N/A | 0.000% | |
| 5/5/2026 | Fell Capital Management ADV | 81,184 | $820K | 0.8% | -4.1% | 0.000% | |
| 5/1/2026 | Fifth Third Bancorp | 3,334 | $34K | 0.0% | N/A | 0.000% | |
| 5/1/2026 | WealthShield Partners LLC | 41,099 | $415K | 0.0% | -16.7% | 0.000% | |
| 4/30/2026 | Waterfront Wealth Inc. | 116,422 | $1.18M | 0.2% | +4.0% | 0.000% | |
| 4/30/2026 | Ibex Wealth Advisors | 108,640 | $1.10M | 0.1% | +0.9% | 0.000% | |
| 4/28/2026 | Stephens Inc. AR | 10,543 | $106K | 0.0% | N/A | 0.000% | |
| 4/28/2026 | Rareview Capital LLC | 367,912 | $4.02M | 2.3% | +158.3% | 0.000% | |
| 4/27/2026 | World Investment Advisors | 12,444 | $126K | 0.0% | -61.3% | 0.000% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 15,787 | $159K | 0.0% | -21.2% | 0.000% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 13,813 | $140K | 0.0% | N/A | 0.000% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 77,504 | $839K | 0.0% | -3.1% | 0.000% | |
| 3/13/2026 | World Investment Advisors | 32,114 | $348K | 0.0% | -10.9% | 0.000% | |
| 3/9/2026 | Corient Private Wealth LLC | 78,006 | $845K | 0.0% | N/A | 0.000% | |
| 2/19/2026 | Invesco Ltd. | 995,409 | $10.78M | 0.0% | -21.4% | 0.000% | |
| 2/19/2026 | Corient Private Wealth LLC | 78,006 | $845K | 0.0% | N/A | 0.000% | |
| 2/19/2026 | Smith Asset Management Co. LLC | 279,316 | $3.03M | 2.5% | -2.6% | 0.000% | |
| 2/18/2026 | EP Wealth Advisors LLC | 46,277 | $501K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Millennium Management LLC | 12,580 | $136K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Evolve Private Wealth LLC | 11,253 | $122K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Guggenheim Capital LLC | 1,989,430 | $21.55M | 0.2% | +4.3% | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 209,031 | $2.26M | 0.0% | +18.4% | 0.000% | |
| 2/17/2026 | Equitable Holdings Inc. | 11,830 | $128K | 0.0% | +15.8% | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 61,952 | $671K | 0.0% | +10.8% | 0.000% | |
| 2/17/2026 | Ibex Wealth Advisors | 107,648 | $1.17M | 0.1% | -7.3% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 869,826 | $9.42M | 0.0% | +1.4% | 0.000% | |
| 2/16/2026 | MML Investors Services LLC | 31,823 | $345K | 0.0% | -3.7% | 0.000% | |
| 2/16/2026 | Landscape Capital Management L.L.C. | 13,190 | $143K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Morgan Stanley | 5,039,088 | $54.57M | 0.0% | -4.2% | 0.000% | |
| 2/13/2026 | First Trust Advisors LP | 131,186 | $1.42M | 0.0% | +4.2% | 0.000% | |
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| 2/13/2026 | Wells Fargo & Company MN | 1,093,342 | $11.84M | 0.0% | +3.2% | 0.000% | |
| 2/12/2026 | Advisors Asset Management Inc. | 194,313 | $2.10M | 0.0% | -43.4% | 0.000% | |
| 2/12/2026 | Johnson Financial Group Inc. | 53,707 | $582K | 0.0% | -3.2% | 0.000% | |
| 2/12/2026 | Jane Street Group LLC | 78,164 | $847K | 0.0% | +5.9% | 0.000% | |
| 2/12/2026 | HRT Financial LP | 30,915 | $334K | 0.0% | +29.8% | 0.000% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 27,600 | $299K | 0.0% | +4.2% | 0.000% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 81,558 | $883K | 0.0% | +1.7% | 0.000% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 330,820 | $3.58M | 0.0% | +17.3% | 0.000% | |
| 2/12/2026 | Sit Investment Associates Inc. | 6,430,309 | $69.64M | 1.4% | +8.3% | 0.000% | |
| 2/12/2026 | Principal Securities Inc. | 70,053 | $759K | 0.0% | -9.8% | 0.000% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 20,037 | $217K | 0.0% | +13.5% | 0.000% | |
| 2/11/2026 | Alteri Wealth LLC | 51,845 | $561K | 0.2% | +4.0% | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 995,529 | $10.78M | 0.0% | +2.4% | 0.000% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 31,590 | $342K | 0.2% | N/A | 0.000% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 13,205 | $143K | 0.0% | N/A | 0.000% | |
| 2/10/2026 | Mueller Wealth LLC | 14,196 | $154K | 0.1% | N/A | 0.000% | |
| 2/10/2026 | Edgemoor Investment Advisors Inc. | 260,315 | $2.82M | 0.2% | -2.2% | 0.000% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 77,614 | $841K | 0.0% | +2.1% | 0.000% | |
| 2/9/2026 | M3 Wealth Management LLC | 14,617 | $158K | 0.1% | N/A | 0.000% | |
| 2/9/2026 | Integrity Advisory Solutions LLC | 10,747 | $116K | 0.0% | N/A | 0.000% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 254,378 | $2.76M | 0.1% | +9.6% | 0.000% | |
| 2/6/2026 | Global Retirement Partners LLC | 28,357 | $307K | 0.0% | +28,543.4% | 0.000% | |
| 2/6/2026 | Prevail Innovative Wealth Advisors LLC | 91,191 | $988K | 0.2% | +75.2% | 0.000% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 1,513,798 | $16.39M | 0.0% | +1,891.7% | 0.000% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 227,673 | $2.47M | 0.0% | -4.0% | 0.000% | |
| 2/4/2026 | World Investment Advisors | 32,114 | $348K | 0.0% | -10.9% | 0.000% | |
| 2/4/2026 | Nwam LLC | 19,267 | $205K | 0.0% | -9.4% | 0.000% | |
| 2/3/2026 | International Assets Investment Management LLC | 28,470 | $308K | 0.0% | -10.8% | 0.000% | |
| 2/3/2026 | WealthShield Partners LLC | 49,359 | $535K | 0.1% | -1.9% | 0.000% | |
| 1/30/2026 | Chapin Davis Inc. | 13,000 | $141K | 0.0% | N/A | 0.000% | |
| 1/29/2026 | Rareview Capital LLC | 142,441 | $1.56M | 1.0% | -21.0% | 0.000% | |
| 1/29/2026 | D.A. Davidson & CO. | 238,778 | $2.59M | 0.0% | +14.9% | 0.000% | |
| 1/29/2026 | UBS Group AG | 671,245 | $7.27M | 0.0% | +0.4% | 0.000% | |
| 1/27/2026 | Waterfront Wealth Inc. | 111,912 | $1.18M | 0.2% | +1.9% | 0.000% | |
| 1/27/2026 | Emissary Wealth LLC | 264,350 | $2.86M | 2.4% | N/A | 0.000% | |
| 1/26/2026 | Shaker Financial Services LLC | 53,561 | $580K | 0.2% | +62.3% | 0.000% | |
| 1/26/2026 | Merit Financial Group LLC | 18,390 | $199K | 0.0% | -7.1% | 0.000% | |
| 1/23/2026 | E&G Advisors LP | 13,892 | $150K | 0.0% | -11.5% | 0.000% | |
| 1/23/2026 | Valley Brook Capital Group Inc. | 18,220 | $197K | 0.1% | -15.7% | 0.000% | |
| 1/22/2026 | Elm3 Financial Group LLC | 11,400 | $123K | 0.1% | -14.9% | 0.000% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 34,455 | $373K | 0.0% | +57.4% | 0.000% | |
| 1/21/2026 | Sowell Financial Services LLC | 654,542 | $7.09M | 0.3% | -0.7% | 0.000% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 10,502 | $114K | 0.0% | N/A | 0.000% | |
| 1/16/2026 | Park Edge Advisors LLC | 21,725 | $235K | 0.1% | +93.4% | 0.000% | |
| 1/15/2026 | Uncommon Cents Investing LLC | 46,591 | $505K | 0.1% | -3.3% | 0.000% | |
| 1/15/2026 | Allspring Global Investments Holdings LLC | 451,242 | $4.89M | 0.0% | -39.8% | 0.000% | |
| 1/13/2026 | Capital Investment Advisors LLC | 844,152 | $9.14M | 0.1% | -7.2% | 0.000% | |
| 1/12/2026 | Stolper Co | 82,079 | $889K | 0.3% | +2.2% | 0.000% | |
| 1/8/2026 | Sound View Wealth Advisors Group LLC | 10,970 | $119K | 0.0% | -21.5% | 0.000% | |
| 1/6/2026 | Canal Capital Management LLC | 11,138 | $121K | 0.0% | -15.2% | 0.000% | |
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| 1/5/2026 | Park Avenue Securities LLC | 15,095 | $163K | 0.0% | -11.2% | 0.000% | |
| 12/22/2025 | PMG Family Office LLC | 10,927 | $121K | 0.1% | N/A | 0.000% | |
| 11/18/2025 | Advisory Services Network LLC | 9,316 | $103K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | NewEdge Advisors LLC | 29,885 | $330K | 0.0% | +3.8% | 0.000% | |
| 11/17/2025 | Susquehanna International Group LLP | 26,424 | $292K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | Mariner LLC | 27,544 | $304K | 0.0% | -3.4% | 0.000% | |
| 11/17/2025 | Lido Advisors LLC | 66,816 | $738K | 0.0% | -25.8% | 0.000% | |
| 11/17/2025 | Focus Partners Wealth | 72,771 | $804K | 0.0% | -2.3% | 0.000% | |
| 11/17/2025 | Elevation Point Wealth Partners LLC | 80,226 | $886K | 0.1% | N/A | 0.000% | |
| 11/17/2025 | Bank of America Corp DE | 4,904,167 | $54.19M | 0.0% | +7.3% | 0.000% | |