| 6/3/2026 | NewEdge Advisors LLC | 123,780 | $1.53M | 0.0% | -14.6% | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 1,258,546 | $15.52M | 0.0% | -0.7% | 0.000% | |
| 5/19/2026 | Arkadios Wealth Advisors | 162,902 | $2.01M | 0.0% | +54.2% | 0.000% | |
| 5/18/2026 | Gould Capital LLC | 190,833 | $2.35M | 1.4% | +11.4% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 448,875 | $5.53M | 0.0% | +2.2% | 0.000% | |
| 5/13/2026 | Cetera Investment Advisers | 219,465 | $2.71M | 0.0% | +14.2% | 0.000% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 33,667 | $415K | 0.0% | -6.1% | 0.000% | |
| 5/7/2026 | World Equity Group Inc. | 23,450 | $289K | 0.1% | +32.5% | 0.000% | |
| 5/6/2026 | FSA Advisors Inc. | 92,714 | $1.14M | 0.8% | +20.1% | 0.000% | |
| 5/6/2026 | Morling Financial Advisors LLC | 11,198 | $138K | 0.0% | -22.1% | 0.000% | |
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| 5/6/2026 | Main Street Group LTD | 2,310 | $28K | 0.0% | N/A | 0.000% | |
| 5/6/2026 | Independent Financial Group LLC | 28,333 | $349K | 0.0% | N/A | 0.000% | |
| 5/5/2026 | D.A. Davidson & CO. | 27,242 | $336K | 0.0% | -5.7% | 0.000% | |
| 5/5/2026 | Bank of New York Mellon Corp | 10,664 | $131K | 0.0% | N/A | 0.000% | |
| 5/5/2026 | Sanctuary Advisors LLC | 20,727 | $256K | 0.0% | -8.3% | 0.000% | |
| 5/5/2026 | Cornerstone Advisory LLC | 636,473 | $7.85M | 0.7% | -4.0% | 0.000% | |
| 5/2/2026 | Anchor Investment Management LLC | 2,800 | $35K | 0.0% | -30.0% | 0.000% | |
| 5/1/2026 | Midwest Trust Co | 14,181 | $175K | 0.0% | N/A | 0.000% | |
| 5/1/2026 | Fifth Third Bancorp | 24,301 | $300K | 0.0% | +1,501.9% | 0.000% | |
| 4/30/2026 | Whipplewood Advisors LLC | 72,954 | $900K | 0.5% | -2.5% | 0.000% | |
| 4/30/2026 | Kestra Advisory Services LLC | 296,752 | $3.66M | 0.0% | +114.6% | 0.000% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 12,109 | $149K | 0.0% | -26.3% | 0.000% | |
| 4/27/2026 | Burford Brothers Inc. | 37,778 | $466K | 0.2% | +66.2% | 0.000% | |
| 4/27/2026 | Private Advisor Group LLC | 100,299 | $1.24M | 0.0% | -0.8% | 0.000% | |
| 4/23/2026 | Powell Investment Advisors LLC | 10,182 | $126K | 0.0% | -19.3% | 0.000% | |
| 4/23/2026 | Folger Nolan Fleming Douglas Capital Management Inc. | 42,948 | $530K | 0.0% | N/A | 0.000% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 27,864 | $344K | 0.0% | +100.2% | 0.000% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 74,614 | $920K | 0.0% | +21.4% | 0.000% | |
| 4/21/2026 | Artesa Financial Group LLC | 1,114,100 | $13.74M | 13.1% | -1.9% | 0.000% | |
| 4/21/2026 | Fiduciary Alliance LLC | 12,500 | $158K | 0.0% | N/A | 0.000% | |
| 4/20/2026 | Kercheville Advisors LLC | 66,600 | $821K | 0.3% | +82.0% | 0.000% | |
| 4/17/2026 | XML Financial LLC | 28,000 | $345K | 0.0% | +54.1% | 0.000% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 239,202 | $3.03M | 0.0% | -8.5% | 0.000% | |
| 3/13/2026 | World Investment Advisors | 79,193 | $1.00M | 0.0% | +30.2% | 0.000% | |
| 3/12/2026 | Vericrest Private Wealth | 13,697 | $173K | 0.2% | N/A | 0.000% | |
| 3/9/2026 | Corient Private Wealth LLC | 26,043 | $330K | 0.0% | -12.5% | 0.000% | |
| 3/5/2026 | Worthington Financial Partners LLC | 97,210 | $1.23M | 1.1% | N/A | 0.000% | |
| 2/26/2026 | Alpine Global Management LLC | 147,831 | $1.87M | 0.3% | +2.7% | 0.000% | |
| 2/25/2026 | Sit Investment Associates Inc. | 281,236 | $3.56M | 0.1% | -12.3% | 0.000% | |
| 2/19/2026 | Invesco Ltd. | 205,318 | $2.60M | 0.0% | +3.0% | 0.000% | |
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| 2/19/2026 | Axxcess Wealth Management LLC | 56,697 | $718K | 0.0% | +20.3% | 0.000% | |
| 2/19/2026 | Corient Private Wealth LLC | 26,043 | $330K | 0.0% | -12.5% | 0.000% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 31,531 | $399K | 0.0% | -9.1% | 0.000% | |
| 2/18/2026 | Vident Advisory LLC | 53,010 | $671K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Rivernorth Capital Management LLC | 280,382 | $3.55M | 0.2% | -87.9% | 0.000% | |
| 2/18/2026 | Evolve Private Wealth LLC | 16,494 | $209K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Guggenheim Capital LLC | 2,562,261 | $32.44M | 0.2% | +41.1% | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 192,149 | $2.43M | 0.0% | -3.0% | 0.000% | |
| 2/17/2026 | Equitable Holdings Inc. | 24,002 | $304K | 0.0% | +29.0% | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 369,261 | $4.68M | 0.0% | -9.5% | 0.000% | |
| 2/17/2026 | Captrust Financial Advisors | 115,529 | $1.46M | 0.0% | +7.3% | 0.000% | |
| 2/17/2026 | &PARTNERS | 82,480 | $1.04M | 0.0% | +107.6% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 439,269 | $5.56M | 0.0% | +7.2% | 0.000% | |
| 2/16/2026 | Mariner LLC | 115,638 | $1.46M | 0.0% | +2.5% | 0.000% | |
| 2/16/2026 | Focus Partners Wealth | 144,997 | $1.82M | 0.0% | +102.7% | 0.000% | |
| 2/16/2026 | Fortitude Advisory Group L.L.C. | 19,083 | $242K | 0.1% | +4.4% | 0.000% | |
| 2/16/2026 | Element Wealth LLC | 26,933 | $341K | 0.1% | -5.6% | 0.000% | |
| 2/16/2026 | Arkos Global Advisors | 19,578 | $248K | 0.0% | -16.0% | 0.000% | |
| 2/13/2026 | Kestra Advisory Services LLC | 138,281 | $1.75M | 0.0% | +1.1% | 0.000% | |
| 2/13/2026 | GM Advisory Group LLC | 19,300 | $244K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Stifel Financial Corp | 402,480 | $5.10M | 0.0% | -5.8% | 0.000% | |
| 2/13/2026 | Commerce Bank | 12,645 | $160K | 0.0% | -13.7% | 0.000% | |
| 2/13/2026 | Magnolia Capital Advisors LLC | 15,310 | $194K | 0.0% | +46.6% | 0.000% | |
| 2/13/2026 | Arkadios Wealth Advisors | 105,649 | $1.34M | 0.0% | +5.7% | 0.000% | |
| 2/13/2026 | Van ECK Associates Corp | 1,231,724 | $15.59M | 0.0% | +10.5% | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,430,930 | $18.12M | 0.0% | -12.5% | 0.000% | |
| 2/13/2026 | Cohen & Steers Inc. | 298,266 | $3.78M | 0.0% | +3.5% | 0.000% | |
| 2/13/2026 | Summit Financial LLC | 64,335 | $814K | 0.0% | +5.0% | 0.000% | |
| 2/13/2026 | Gould Capital LLC | 171,233 | $2.17M | 1.3% | -5.6% | 0.000% | |
| 2/12/2026 | Advisors Asset Management Inc. | 623,522 | $7.89M | 0.1% | +8.7% | 0.000% | |
| 2/12/2026 | Hollencrest Capital Management | 35,102 | $444K | 0.0% | -5.0% | 0.000% | |
| 2/12/2026 | Jane Street Group LLC | 191,028 | $2.42M | 0.0% | +116.0% | 0.000% | |
| 2/12/2026 | Brooklyn Investment Group | 11,422 | $143K | 0.0% | N/A | 0.000% | |
| 2/12/2026 | North Ground Capital | 305,064 | $3.86M | 1.9% | +11.5% | 0.000% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 359,377 | $4.55M | 0.0% | -8.9% | 0.000% | |
| 2/12/2026 | Marex Group plc | 29,400 | $372K | 0.0% | +188.2% | 0.000% | |
| 2/12/2026 | Founders Financial Alliance LLC | 51,728 | $655K | 0.1% | -2.3% | 0.000% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 61,476 | $778K | 0.0% | +10.7% | 0.000% | |
| 2/11/2026 | Artesa Financial Group LLC | 1,136,101 | $14.38M | 14.8% | N/A | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 936,391 | $11.86M | 0.0% | -1.3% | 0.000% | |
| 2/11/2026 | XML Financial LLC | 18,169 | $230K | 0.0% | +6.9% | 0.000% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 39,081 | $495K | 0.3% | N/A | 0.000% | |
| 2/10/2026 | COFG Advisors LLC | 37,235 | $471K | 0.1% | N/A | 0.000% | |
| 2/10/2026 | Rothschild Investment LLC | 12,379 | $157K | 0.0% | -7.5% | 0.000% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 59,267 | $750K | 0.0% | -10.5% | 0.000% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 79,966 | $1.01M | 0.0% | +5.2% | 0.000% | |
| 2/9/2026 | Texas Capital Bank Wealth Management Services Inc | 35,841 | $454K | 0.0% | +33.7% | 0.000% | |
| 2/9/2026 | Harbour Investments Inc. | 58,315 | $738K | 0.0% | +10.8% | 0.000% | |
| 2/9/2026 | Hantz Financial Services Inc. | 3,101 | $39K | 0.0% | +2,341.7% | 0.000% | |
| 2/9/2026 | Mathes Company Inc. | 51,500 | $652K | 0.2% | -6.4% | 0.000% | |
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| 2/9/2026 | Prospera Financial Services Inc | 89,689 | $1.14M | 0.0% | +11.3% | 0.000% | |
| 2/6/2026 | Evoke Wealth LLC | 26,000 | $329K | 0.0% | -10.3% | 0.000% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 56,697 | $718K | 0.0% | +20.3% | 0.000% | |
| 2/6/2026 | Global Retirement Partners LLC | 10,854 | $137K | 0.0% | N/A | 0.000% | |
| 2/6/2026 | Kennedy Investment Group | 164,189 | $2.08M | 0.8% | -15.6% | 0.000% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 35,851 | $454K | 0.0% | -14.1% | 0.000% | |
| 2/6/2026 | HighTower Advisors LLC | 359,683 | $4.55M | 0.0% | +0.5% | 0.000% | |
| 2/5/2026 | AlphaCore Capital LLC | 21,477 | $272K | 0.0% | -5.7% | 0.000% | |
| 2/5/2026 | Left Brain Wealth Management LLC | 77,058 | $976K | 0.3% | +81.1% | 0.000% | |
| 2/5/2026 | Pinnacle Associates Ltd. | 127,537 | $1.62M | 0.0% | +11.3% | 0.000% | |