| 6/18/2026 | Western Wealth Management LLC | 60,865 | $633K | 0.0% | N/A | 0.049% | |
| 5/19/2026 | Western Wealth Management LLC | 60,865 | $633K | 0.0% | N/A | 0.049% | |
| 5/19/2026 | Bank of America Corp DE | 2,268,949 | $23.60M | 0.0% | +21.0% | 1.815% | |
| 5/18/2026 | Rivernorth Capital Management LLC | 2,258,360 | $23.49M | 1.2% | -2.2% | 1.807% | |
| 5/18/2026 | Royal Bank of Canada | 181,076 | $1.88M | 0.0% | +32.8% | 0.145% | |
| 5/15/2026 | Vivaldi Capital Management LP | 68,301 | $710K | 0.1% | +196.6% | 0.055% | |
| 5/14/2026 | Lido Advisors LLC | 46,546 | $487K | 0.0% | -50.0% | 0.037% | |
| 5/13/2026 | Cetera Investment Advisers | 75,751 | $788K | 0.0% | -24.6% | 0.061% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 67,794 | $705K | 0.0% | -1.4% | 0.054% | |
| 5/7/2026 | Hollencrest Capital Management | 307,635 | $3.20M | 0.1% | +35.8% | 0.246% | |
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| 5/6/2026 | Allspring Global Investments Holdings LLC | 1,100,165 | $11.44M | 0.0% | +85.5% | 0.880% | |
| 5/5/2026 | D.A. Davidson & CO. | 59,490 | $619K | 0.0% | N/A | 0.048% | |
| 5/5/2026 | Sanctuary Advisors LLC | 467,786 | $4.87M | 0.0% | +7.9% | 0.374% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 18,034 | $188K | 0.0% | N/A | 0.014% | |
| 5/4/2026 | NWF Advisory Services Inc. | 22,002 | $229K | 0.0% | +22.5% | 0.018% | |
| 4/30/2026 | Kestra Advisory Services LLC | 15,921 | $166K | 0.0% | N/A | 0.013% | |
| 4/28/2026 | Meridian Investment Counsel Inc. | 12,838 | $134K | 0.0% | N/A | 0.010% | |
| 4/28/2026 | Whittier Trust Co. | 13,533 | $141K | 0.0% | N/A | 0.011% | |
| 4/28/2026 | Rareview Capital LLC | 183,505 | $1.90M | 1.1% | +628.0% | 0.147% | |
| 4/22/2026 | Trilogy Capital Inc. | 167,599 | $1.74M | 0.1% | N/A | 0.134% | |
| 4/22/2026 | Decision Investments Inc. | 16,529 | $172K | 0.2% | +58.9% | 0.013% | |
| 4/17/2026 | Athena Wealth Management LLC | 25,610 | $266K | 0.2% | N/A | 0.020% | |
| 4/16/2026 | Evolve Private Wealth LLC | 53,518 | $557K | 0.0% | +68.3% | 0.043% | |
| 4/16/2026 | Ballast Rock Private Wealth LLC | 91,705 | $959K | 0.5% | +118.6% | 0.073% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 18,771 | $199K | 0.0% | -81.8% | 0.015% | |
| 2/25/2026 | Sit Investment Associates Inc. | 126,740 | $1.34M | 0.0% | -92.6% | 0.000% | |
| 2/25/2026 | Westshore Wealth LLC | 10,163 | $108K | 0.0% | -44.8% | 0.000% | |
| 2/18/2026 | EP Wealth Advisors LLC | 11,846 | $126K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Readystate Asset Management LP | 31,674 | $336K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Rivernorth Capital Management LLC | 2,308,887 | $24.47M | 1.2% | +55.2% | 0.000% | |
| 2/18/2026 | Evolve Private Wealth LLC | 31,796 | $337K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Guggenheim Capital LLC | 2,479,122 | $26.28M | 0.2% | +9.2% | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 100,408 | $1.06M | 0.0% | +17.0% | 0.000% | |
| 2/17/2026 | Equitable Holdings Inc. | 27,607 | $293K | 0.0% | +11.0% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 136,307 | $1.45M | 0.0% | -2.9% | 0.000% | |
| 2/16/2026 | Landscape Capital Management L.L.C. | 31,405 | $333K | 0.0% | N/A | 0.000% | |
| 2/16/2026 | Destination Wealth Management | 44,865 | $476K | 0.0% | -22.3% | 0.000% | |
| 2/13/2026 | Stifel Financial Corp | 29,004 | $307K | 0.0% | +74.0% | 0.000% | |
| 2/13/2026 | Morgan Stanley | 6,034,241 | $63.96M | 0.0% | +0.1% | 0.000% | |
| 2/13/2026 | Ieq Capital LLC | 46,353 | $491K | 0.0% | -16.1% | 0.000% | |
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| 2/13/2026 | Wells Fargo & Company MN | 659,808 | $6.99M | 0.0% | +12.8% | 0.000% | |
| 2/12/2026 | Advisors Asset Management Inc. | 1,351,242 | $14.32M | 0.2% | +51.8% | 0.000% | |
| 2/12/2026 | Hollencrest Capital Management | 226,520 | $2.40M | 0.1% | +1.0% | 0.000% | |
| 2/12/2026 | Jane Street Group LLC | 106,256 | $1.13M | 0.0% | +645.3% | 0.000% | |
| 2/12/2026 | HRT Financial LP | 12,212 | $129K | 0.0% | N/A | 0.000% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 45,519 | $483K | 0.0% | -11.1% | 0.000% | |
| 2/12/2026 | Marex Group plc | 20,400 | $216K | 0.0% | N/A | 0.000% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 35,545 | $377K | 0.0% | +19.5% | 0.000% | |
| 2/12/2026 | Wedbush Securities Inc. | 74,857 | $793K | 0.0% | +13.7% | 0.000% | |
| 2/12/2026 | Bank of Montreal Can | 33,768 | $357K | 0.0% | N/A | 0.000% | |
| 2/11/2026 | Cerity Partners LLC | 19,083 | $202K | 0.0% | N/A | 0.000% | |
| 2/11/2026 | WESCAP Management Group Inc. | 122,499 | $1.30M | 0.3% | +60.4% | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 350,574 | $3.72M | 0.0% | +15.5% | 0.000% | |
| 2/11/2026 | Fiera Capital Corp | 440,087 | $4.67M | 0.0% | N/A | 0.000% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 12,509 | $133K | 0.1% | N/A | 0.000% | |
| 2/10/2026 | Lido Advisors LLC | 93,092 | $1.00M | 0.0% | +56.3% | 0.000% | |
| 2/10/2026 | Pasadena Private Wealth LLC | 10,000 | $106K | 0.0% | N/A | 0.000% | |
| 2/6/2026 | Evoke Wealth LLC | 353,003 | $3.74M | 0.1% | +27.9% | 0.000% | |
| 2/6/2026 | Van Hulzen Asset Management LLC | 17,382 | $184K | 0.0% | +14.0% | 0.000% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 68,791 | $729K | 0.0% | +1.5% | 0.000% | |
| 2/5/2026 | Mission Wealth Management LP | 13,350 | $142K | 0.0% | N/A | 0.000% | |
| 2/5/2026 | Elyxium Wealth LLC | 6,498 | $69K | 0.0% | N/A | 0.000% | |
| 2/4/2026 | Ballast Rock Private Wealth LLC | 41,953 | $445K | 0.3% | N/A | 0.000% | |
| 2/3/2026 | RB Capital Management LLC | 27,292 | $289K | 0.1% | -6.3% | 0.000% | |
| 2/3/2026 | Channel Wealth LLC | 81,734 | $866K | 0.2% | -3.1% | 0.000% | |
| 2/3/2026 | Indivisible Partners | 23,492 | $249K | 0.0% | N/A | 0.000% | |
| 2/2/2026 | Wolverine Asset Management LLC | 38,219 | $405K | 0.0% | N/A | 0.000% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 33,977 | $360K | 0.0% | +62.6% | 0.000% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 15,010 | $159K | 0.0% | N/A | 0.000% | |
| 1/29/2026 | UBS Group AG | 254,502 | $2.70M | 0.0% | -14.0% | 0.000% | |
| 1/29/2026 | Sanctuary Advisors LLC | 433,459 | $4.60M | 0.0% | +10.4% | 0.000% | |
| 1/23/2026 | Farther Finance Advisors LLC | 26,584 | $282K | 0.0% | -20.8% | 0.000% | |
| 1/23/2026 | Atala Financial Inc | 272,736 | $2.89M | 1.8% | +0.6% | 0.000% | |
| 1/23/2026 | Diligent Investors LLC | 137,044 | $1.45M | 0.4% | -4.1% | 0.000% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 21,650 | $229K | 0.0% | N/A | 0.000% | |
| 1/16/2026 | Perigon Wealth Management LLC | 10,616 | $113K | 0.0% | -30.8% | 0.000% | |
| 1/16/2026 | Melfa Wealth Management Inc. | 102,503 | $1.09M | 0.6% | -2.6% | 0.000% | |
| 1/15/2026 | Allspring Global Investments Holdings LLC | 593,053 | $6.29M | 0.0% | +17.5% | 0.000% | |
| 1/14/2026 | Hennion & Walsh Asset Management Inc. | 400,600 | $4.25M | 0.1% | +22.1% | 0.000% | |
| 1/14/2026 | Cypress Wealth Services LLC | 62,439 | $662K | 0.1% | +20.6% | 0.000% | |
| 1/13/2026 | Capital Investment Advisors LLC | 14,176 | $150K | 0.0% | -24.3% | 0.000% | |
| 1/13/2026 | Dakota Wealth Management | 234,900 | $2.49M | 0.0% | +1.3% | 0.000% | |
| 1/12/2026 | Moody National Bank Trust Division | 10,718 | $114K | 0.0% | N/A | 0.000% | |
| 1/7/2026 | Permanent Capital Management LP | 13,206 | $140K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | First Foundation Advisors | 14,963 | $162K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | Westshore Wealth LLC | 18,410 | $200K | 0.1% | N/A | 0.000% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 342,357 | $3.72M | 0.0% | +1,431.3% | 0.000% | |
| 11/17/2025 | Lido Advisors LLC | 59,546 | $649K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 55,467 | $602K | 0.0% | +101.9% | 0.000% | |
| 11/17/2025 | Bank of America Corp DE | 1,774,050 | $19.25M | 0.0% | +9.2% | 0.000% | |
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| 11/14/2025 | Creative Planning | 38,233 | $415K | 0.0% | +131.8% | 0.000% | |
| 11/14/2025 | Raymond James Financial Inc. | 50,153 | $544K | 0.0% | +40.1% | 0.000% | |
| 11/14/2025 | Equitable Holdings Inc. | 24,862 | $270K | 0.0% | +6.6% | 0.000% | |
| 11/14/2025 | Diligent Investors LLC | 142,900 | $1.55M | 0.4% | -21.0% | 0.000% | |
| 11/13/2025 | Tortoise Investment Management LLC | 9,811 | $106K | 0.0% | -41.6% | 0.000% | |
| 11/13/2025 | UBS Group AG | 295,777 | $3.21M | 0.0% | -22.0% | 0.000% | |
| 11/12/2025 | Intellectus Partners LLC | 40,614 | $443K | 0.1% | -2.5% | 0.000% | |
| 11/12/2025 | Perennial Investment Advisors LLC | 66,896 | $726K | 0.1% | -10.4% | 0.000% | |
| 11/10/2025 | Dakota Wealth Management | 232,000 | $2.52M | 0.1% | -0.9% | 0.000% | |
| 11/10/2025 | Alteri Wealth LLC | 68,539 | $744K | 0.3% | -7.5% | 0.000% | |