| 7/10/2026 | Kentucky Trust Co | 683,791 | $7.38M | 3.5% | +1.2% | 0.181% | |
| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 1,117,703 | $12.06M | 1.3% | -9.2% | 0.297% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 37,718 | $407K | 0.0% | -3.5% | 0.010% | |
| 7/9/2026 | Contravisory Investment Management Inc. | 10,800 | $117K | 0.0% | -21.7% | 0.003% | |
| 7/8/2026 | First Heartland Consultants Inc. | 335,016 | $3.62M | 0.2% | +4.9% | 0.089% | |
| 7/6/2026 | RDA Financial Network | 344,768 | $3.72M | 0.8% | +24.6% | 0.091% | |
| 6/3/2026 | NewEdge Advisors LLC | 54,844 | $565K | 0.0% | -21.6% | 0.015% | |
| 6/1/2026 | First Nebraska Trust Co | 16,492 | $170K | 0.0% | N/A | 0.004% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 82,618 | $877K | 0.1% | -5.1% | 0.022% | |
| 5/26/2026 | Axiom Investment Management LLC | 2,456 | $25K | 0.0% | N/A | 0.001% | |
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| 5/22/2026 | Verus Capital Partners LLC | 240,225 | $2.47M | 0.2% | -8.4% | 0.064% | |
| 5/19/2026 | Bank of America Corp DE | 1,049,369 | $10.81M | 0.0% | +19.1% | 0.278% | |
| 5/18/2026 | Sunbelt Securities Inc. | 11,060 | $114K | 0.0% | +16.5% | 0.003% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 9,795 | $101K | 0.0% | -16.6% | 0.003% | |
| 5/18/2026 | Talon Private Wealth LLC | 51,533 | $531K | 0.1% | N/A | 0.014% | |
| 5/18/2026 | Royal Bank of Canada | 3,229,721 | $33.27M | 0.0% | +4.2% | 0.857% | |
| 5/14/2026 | Compound Planning Inc. | 108,406 | $1.12M | 0.0% | +14.0% | 0.029% | |
| 5/14/2026 | American Financial Advisors LLC | 137,507 | $1.42M | 0.2% | -6.2% | 0.036% | |
| 5/13/2026 | Cetera Investment Advisers | 1,530,527 | $15.76M | 0.0% | +1.3% | 0.406% | |
| 5/8/2026 | Glenview Trust Co | 10,563 | $109K | 0.0% | N/A | 0.003% | |
| 5/7/2026 | Carl P. Sherr & Co. LLC | 105,530 | $1.09M | 0.5% | +17.2% | 0.028% | |
| 5/6/2026 | Main Street Group LTD | 18,107 | $187K | 0.1% | +19.0% | 0.005% | |
| 5/6/2026 | Independent Financial Group LLC | 88,068 | $907K | 0.0% | N/A | 0.023% | |
| 5/5/2026 | D.A. Davidson & CO. | 181,879 | $1.87M | 0.0% | +2.8% | 0.048% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 12,438 | $128K | 0.0% | +10.7% | 0.003% | |
| 5/2/2026 | Global Assets Advisory LLC | 7,690 | $79K | 0.0% | N/A | 0.002% | |
| 5/2/2026 | Arlington Capital Management Inc. | 102,550 | $1.06M | 0.6% | +5.4% | 0.027% | |
| 5/2/2026 | Diversify Wealth Management LLC | 11,679 | $126K | 0.0% | N/A | 0.003% | |
| 5/1/2026 | Midwest Trust Co | 21,619 | $223K | 0.0% | -12.8% | 0.006% | |
| 5/1/2026 | Fifth Third Bancorp | 30,124 | $310K | 0.0% | +153.1% | 0.008% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 13,727 | $141K | 0.0% | -35.9% | 0.004% | |
| 5/1/2026 | Independence Bank of Kentucky | 7,252 | $75K | 0.0% | -12.1% | 0.002% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 30,343 | $315K | 0.1% | -10.9% | 0.008% | |
| 4/30/2026 | Kestra Advisory Services LLC | 161,429 | $1.66M | 0.0% | +63.0% | 0.043% | |
| 4/29/2026 | Warner Group LLC | 22,937 | $236K | 0.2% | N/A | 0.006% | |
| 4/29/2026 | Westbourne Investment Advisors Inc. | 84,700 | $872K | 0.3% | +12.6% | 0.022% | |
| 4/29/2026 | Walser Wealth Management Company A Ltd Liability Co | 52,597 | $542K | 0.2% | -38.3% | 0.014% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 99,355 | $1.02M | 0.1% | +1.5% | 0.026% | |
| 4/27/2026 | Private Advisor Group LLC | 167,368 | $1.72M | 0.0% | -1.5% | 0.044% | |
| 4/23/2026 | Balanced Wealth Group LLC | 31,571 | $325K | 0.1% | +4.1% | 0.008% | |
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| 4/23/2026 | Apollon Wealth Management LLC | 596,296 | $6.14M | 0.1% | -19.8% | 0.158% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 381,823 | $3.93M | 0.0% | -4.6% | 0.101% | |
| 4/21/2026 | Maridea Wealth Management LLC | 23,205 | $239K | 0.0% | N/A | 0.006% | |
| 4/21/2026 | Grey Ledge Advisors LLC | 264,547 | $2.73M | 0.6% | +1.1% | 0.070% | |
| 4/21/2026 | Contravisory Investment Management Inc. | 13,800 | $142K | 0.0% | -63.3% | 0.004% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 39,476 | $407K | 0.0% | -4.0% | 0.010% | |
| 4/18/2026 | HHM Wealth Advisors LLC | 8,624 | $89K | 0.0% | -24.2% | 0.002% | |
| 4/17/2026 | Certified Advisory Corp | 15,001 | $155K | 0.0% | N/A | 0.004% | |
| 4/17/2026 | Brookstone Capital Management | 74,998 | $772K | 0.0% | +2.7% | 0.020% | |
| 4/17/2026 | Everstar Asset Management LLC | 114,661 | $1.18M | 0.6% | +6.0% | 0.030% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 176,190 | $1.76M | 0.0% | -3.5% | 0.047% | |
| 3/9/2026 | Corient Private Wealth LLC | 30,927 | $309K | 0.0% | -13.2% | 0.008% | |
| 2/23/2026 | Walser Wealth Management Company A Ltd Liability Co | 85,304 | $852K | 0.4% | N/A | 0.023% | |
| 2/23/2026 | Virtu Financial LLC | 14,108 | $141K | 0.0% | +16.3% | 0.004% | |
| 2/20/2026 | Sunbelt Securities Inc. | 9,491 | $95K | 0.0% | +148.4% | 0.003% | |
| 2/19/2026 | Compound Planning Inc. | 95,112 | $950K | 0.0% | +261.3% | 0.025% | |
| 2/19/2026 | Corient Private Wealth LLC | 30,927 | $309K | 0.0% | -13.2% | 0.008% | |
| 2/19/2026 | Smith Asset Management Co. LLC | 409,725 | $4.09M | 3.4% | -2.7% | 0.109% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 41,025 | $410K | 0.0% | +31.9% | 0.011% | |
| 2/18/2026 | Virtue Capital Management LLC | 110,683 | $1.10M | 0.0% | +2,212.2% | 0.029% | |
| 2/18/2026 | Vident Advisory LLC | 13,595 | $136K | 0.0% | N/A | 0.004% | |
| 2/18/2026 | Wealthspire Retirement LLC | 31,874 | $318K | 0.0% | -50.1% | 0.008% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 139,276 | $1.39M | 0.0% | -3.7% | 0.037% | |
| 2/18/2026 | NewEdge Advisors LLC | 69,944 | $699K | 0.0% | -2.0% | 0.019% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 8,089 | $81K | 0.0% | N/A | 0.002% | |
| 2/18/2026 | XTX Topco Ltd | 28,406 | $284K | 0.0% | N/A | 0.008% | |
| 2/18/2026 | Safe Harbor Fiduciary LLC | 2,785 | $28K | 0.0% | N/A | 0.001% | |
| 2/18/2026 | IHT Wealth Management LLC | 191,254 | $1.91M | 0.0% | -5.5% | 0.051% | |
| 2/18/2026 | First Manhattan CO. LLC. | 13,638 | $137K | 0.0% | N/A | 0.004% | |
| 2/18/2026 | BNB Wealth Management LLC | 10,425 | $104K | 0.1% | N/A | 0.003% | |
| 2/18/2026 | Align Financial LLC | 235,474 | $2.35M | 0.0% | N/A | 0.062% | |
| 2/17/2026 | Abel Hall LLC | 20,000 | $200K | 0.0% | N/A | 0.005% | |
| 2/17/2026 | Cetera Investment Advisers | 1,511,405 | $15.10M | 0.0% | +2.1% | 0.401% | |
| 2/17/2026 | Equitable Holdings Inc. | 39,771 | $397K | 0.0% | +22.6% | 0.011% | |
| 2/17/2026 | Kovack Advisors Inc. | 60,441 | $604K | 0.0% | +7.4% | 0.016% | |
| 2/17/2026 | Osaic Holdings Inc. | 1,144,016 | $11.43M | 0.0% | -12.3% | 0.304% | |
| 2/17/2026 | Advisory Services Network LLC | 249,700 | $2.50M | 0.0% | -1.1% | 0.066% | |
| 2/17/2026 | Captrust Financial Advisors | 95,651 | $956K | 0.0% | +3.8% | 0.025% | |
| 2/17/2026 | Royal Bank of Canada | 3,098,075 | $30.95M | 0.0% | +10.9% | 0.822% | |
| 2/16/2026 | MML Investors Services LLC | 163,446 | $1.63M | 0.0% | +6.1% | 0.043% | |
| 2/16/2026 | Nicolet Advisory Services LLC | 24,221 | $243K | 0.0% | -6.8% | 0.006% | |
| 2/13/2026 | Kestra Advisory Services LLC | 99,010 | $989K | 0.0% | +6.5% | 0.026% | |
| 2/13/2026 | CreativeOne Wealth LLC | 47,841 | $478K | 0.0% | +67.6% | 0.013% | |
| 2/13/2026 | UMB Bank n.a. | 12,550 | $125K | 0.0% | N/A | 0.003% | |
| 2/13/2026 | Heritage Wealth Advisors | 5,063 | $51K | 0.0% | N/A | 0.001% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 28,595 | $286K | 0.0% | -3.5% | 0.008% | |
| 2/13/2026 | Alchemi Wealth LLC | 249,181 | $2.49M | 1.4% | N/A | 0.066% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,107,463 | $11.06M | 0.0% | -38.5% | 0.294% | |
| 2/13/2026 | Cohen & Steers Inc. | 588,275 | $5.88M | 0.0% | +1.2% | 0.156% | |
| 2/12/2026 | Jane Street Group LLC | 33,264 | $332K | 0.0% | -59.4% | 0.009% | |
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| 2/12/2026 | Commonwealth Equity Services LLC | 1,497,243 | $14.96M | 0.0% | +3.3% | 0.397% | |
| 2/12/2026 | StoneX Group Inc. | 101,397 | $1.02M | 0.0% | -1.8% | 0.027% | |
| 2/12/2026 | Fortress Private Ledger LLC | 53,427 | $534K | 0.2% | -71.6% | 0.014% | |
| 2/12/2026 | Principal Securities Inc. | 114,852 | $1.15M | 0.0% | +4,601.3% | 0.030% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 14,111 | $141K | 0.0% | -31.7% | 0.004% | |
| 2/12/2026 | Kovack Advisors Inc. | 60,441 | $589K | 0.0% | +7.4% | 0.016% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 400,153 | $4.00M | 0.0% | -2.5% | 0.106% | |
| 2/11/2026 | Cerity Partners LLC | 47,765 | $477K | 0.0% | -9.5% | 0.013% | |
| 2/11/2026 | LPL Financial LLC | 3,060,999 | $30.58M | 0.0% | +16.3% | 0.812% | |
| 2/11/2026 | Hilton Head Capital Partners LLC | 4,775 | $48K | 0.0% | N/A | 0.001% | |