| 6/3/2026 | NewEdge Advisors LLC | 69,770 | $689K | 0.0% | +18.8% | 0.129% | |
| 5/19/2026 | NewEdge Advisors LLC | 69,150 | $683K | 0.0% | +17.8% | 0.128% | |
| 5/19/2026 | Bank of America Corp DE | 493,823 | $4.87M | 0.0% | +3.9% | 0.911% | |
| 5/18/2026 | Royal Bank of Canada | 366,523 | $3.62M | 0.0% | +6.4% | 0.676% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 12,257 | $121K | 0.0% | N/A | 0.023% | |
| 5/14/2026 | Compound Planning Inc. | 17,974 | $177K | 0.0% | +7.0% | 0.033% | |
| 5/13/2026 | Cetera Investment Advisers | 187,141 | $1.85M | 0.0% | +46.0% | 0.345% | |
| 5/13/2026 | First Trust Advisors LP | 15,419 | $152K | 0.0% | -14.5% | 0.028% | |
| 5/1/2026 | Fifth Third Bancorp | 8,240 | $81K | 0.0% | N/A | 0.015% | |
| 4/30/2026 | Kestra Advisory Services LLC | 44,756 | $442K | 0.0% | +123.3% | 0.083% | |
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| 4/28/2026 | Indiana Trust & Investment Management Co | 122,000 | $1.20M | 0.4% | -25.4% | 0.225% | |
| 4/27/2026 | Burford Brothers Inc. | 46,421 | $458K | 0.2% | +68.0% | 0.086% | |
| 4/25/2026 | Keybank National Association OH | 10,883 | $107K | 0.0% | -8.4% | 0.020% | |
| 4/24/2026 | Wealth Care LLC | 50,000 | $494K | 0.4% | N/A | 0.092% | |
| 4/20/2026 | Apella Capital LLC | 13,000 | $134K | 0.0% | N/A | 0.024% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 41,448 | $430K | 0.0% | -9.0% | 0.076% | |
| 3/13/2026 | World Investment Advisors | 67,694 | $702K | 0.0% | +21.2% | 0.125% | |
| 2/25/2026 | Sit Investment Associates Inc. | 723,224 | $7.50M | 0.1% | -0.7% | 1.334% | |
| 2/23/2026 | Virtu Financial LLC | 15,643 | $162K | 0.0% | N/A | 0.029% | |
| 2/19/2026 | Invesco Ltd. | 92,786 | $962K | 0.0% | -8.7% | 0.171% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 40,816 | $423K | 0.0% | -54.9% | 0.075% | |
| 2/18/2026 | NewEdge Advisors LLC | 58,715 | $609K | 0.0% | +36.3% | 0.108% | |
| 2/18/2026 | Rivernorth Capital Management LLC | 364,777 | $3.78M | 0.2% | -61.3% | 0.673% | |
| 2/18/2026 | Claro Advisors Inc. | 113,427 | $1.18M | 0.2% | +32.1% | 0.209% | |
| 2/17/2026 | Guggenheim Capital LLC | 1,242,714 | $12.89M | 0.1% | +5.0% | 2.292% | |
| 2/17/2026 | Cetera Investment Advisers | 128,180 | $1.33M | 0.0% | +11.2% | 0.236% | |
| 2/17/2026 | Osaic Holdings Inc. | 61,483 | $638K | 0.0% | -31.5% | 0.113% | |
| 2/17/2026 | &PARTNERS | 25,707 | $267K | 0.0% | +118.1% | 0.047% | |
| 2/17/2026 | Royal Bank of Canada | 344,315 | $3.57M | 0.0% | +7.1% | 0.635% | |
| 2/13/2026 | Stifel Financial Corp | 245,207 | $2.54M | 0.0% | +0.4% | 0.452% | |
| 2/13/2026 | Van ECK Associates Corp | 311,378 | $3.23M | 0.0% | +11.1% | 0.574% | |
| 2/13/2026 | Wells Fargo & Company MN | 599,549 | $6.22M | 0.0% | -5.0% | 1.106% | |
| 2/12/2026 | Advisors Asset Management Inc. | 195,389 | $2.03M | 0.0% | -1.4% | 0.360% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 159,679 | $1.66M | 0.0% | +9.2% | 0.294% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 11,692 | $121K | 0.0% | -20.4% | 0.022% | |
| 2/11/2026 | LPL Financial LLC | 855,464 | $8.87M | 0.0% | +12.7% | 1.577% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 14,663 | $152K | 0.1% | N/A | 0.027% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 26,339 | $273K | 0.0% | +6.5% | 0.049% | |
| 2/9/2026 | Harbour Investments Inc. | 25,945 | $269K | 0.0% | -5.3% | 0.048% | |
| 2/9/2026 | Carroll Advisory Group LLC | 22,645 | $235K | 0.1% | N/A | 0.042% | |
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| 2/6/2026 | Kennedy Investment Group | 10,419 | $108K | 0.0% | -94.2% | 0.019% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 17,165 | $178K | 0.0% | +13.8% | 0.032% | |
| 2/5/2026 | Allworth Financial LP | 5,688 | $59K | 0.0% | +727.9% | 0.010% | |
| 2/4/2026 | World Investment Advisors | 67,694 | $702K | 0.0% | +21.2% | 0.125% | |
| 2/2/2026 | Truist Financial Corp | 371,022 | $3.85M | 0.0% | -42.6% | 0.684% | |
| 1/29/2026 | Comerica Bank | 5,370 | $56K | 0.0% | +85.2% | 0.010% | |
| 1/29/2026 | Camelot Portfolios LLC | 9,900 | $103K | 0.1% | N/A | 0.018% | |
| 1/29/2026 | UBS Group AG | 568,689 | $5.90M | 0.0% | +2.8% | 1.049% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 11,176 | $116K | 0.0% | -12.7% | 0.021% | |
| 1/29/2026 | Mackay Shields LLC | 308,543 | $3.20M | 0.1% | -16.6% | 0.569% | |
| 1/28/2026 | N.E.W. Advisory Services LLC | 124,460 | $1.29M | 0.1% | +150.0% | 0.230% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 66,406 | $689K | 0.0% | +5.3% | 0.122% | |
| 1/21/2026 | Indiana Trust & Investment Management Co | 163,647 | $1.70M | 0.5% | -5.5% | 0.302% | |
| 1/21/2026 | Leo Wealth LLC | 261,050 | $2.71M | 0.2% | +43.6% | 0.481% | |
| 1/15/2026 | Allspring Global Investments Holdings LLC | 140,277 | $1.46M | 0.0% | -52.6% | 0.259% | |
| 1/14/2026 | Hennion & Walsh Asset Management Inc. | 498,772 | $5.17M | 0.2% | +1,650.4% | 0.920% | |
| 1/8/2026 | Gridiron Partners LLC | 149,983 | $1.56M | 0.9% | -91.3% | 0.277% | |
| 1/7/2026 | Melone Private Wealth LLC | 195,377 | $2.03M | 0.9% | +1.6% | 0.360% | |
| 11/18/2025 | Advisory Services Network LLC | 3,000 | $30K | 0.0% | N/A | 0.006% | |
| 11/17/2025 | NewEdge Advisors LLC | 43,070 | $436K | 0.0% | +86.7% | 0.079% | |
| 11/17/2025 | Quarry LP | 48,938 | $495K | 0.1% | -8.8% | 0.090% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 90,513 | $916K | 0.0% | +32.9% | 0.167% | |
| 11/17/2025 | Bank of America Corp DE | 495,908 | $5.02M | 0.0% | +14.3% | 0.914% | |
| 11/17/2025 | Ameriprise Financial Inc. | 382,736 | $3.87M | 0.0% | +10.0% | 0.706% | |
| 11/14/2025 | Raymond James Financial Inc. | 194,901 | $1.97M | 0.0% | +7.1% | 0.359% | |
| 11/13/2025 | UBS Group AG | 553,422 | $5.60M | 0.0% | +3.9% | 1.021% | |
| 11/13/2025 | Van ECK Associates Corp | 280,386 | $2.84M | 0.0% | +3.4% | 0.517% | |
| 11/13/2025 | Private Advisor Group LLC | 69,303 | $701K | 0.0% | -2.7% | 0.128% | |
| 11/13/2025 | First Trust Advisors LP | 17,238 | $174K | 0.0% | -5.8% | 0.032% | |
| 11/12/2025 | Claro Advisors LLC | 85,837 | $869K | 0.1% | -17.0% | 0.158% | |
| 11/10/2025 | Compound Planning Inc. | 16,569 | $168K | 0.0% | N/A | 0.031% | |
| 11/7/2025 | Fiera Capital Corp | 506,647 | $5.13M | 0.0% | -0.9% | 0.934% | |
| 11/7/2025 | Calton & Associates Inc. | 53,934 | $546K | 0.1% | +145.2% | 0.099% | |
| 11/6/2025 | Advisors Asset Management Inc. | 198,085 | $2.01M | 0.0% | -1.6% | 0.365% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 108,515 | $1.10M | 0.0% | +6.0% | 0.200% | |
| 11/6/2025 | Prospera Financial Services Inc | 29,606 | $300K | 0.0% | +4.4% | 0.055% | |
| 11/6/2025 | LexAurum Advisors LLC | 65,904 | $667K | 0.1% | -60.7% | 0.122% | |
| 11/5/2025 | Capital Investment Advisory Services LLC | 63,048 | $638K | 0.1% | +3.0% | 0.116% | |
| 11/4/2025 | Tyche Wealth Partners LLC | 82,098 | $831K | 0.1% | +16.3% | 0.151% | |
| 11/4/2025 | Cornerstone Wealth Management LLC | 15,089 | $153K | 0.0% | +46.9% | 0.028% | |
| 11/4/2025 | High Note Wealth LLC | 2,954 | $30K | 0.0% | -58.1% | 0.005% | |
| 11/3/2025 | Truist Financial Corp | 645,990 | $6.54M | 0.0% | -10.7% | 1.191% | |
| 10/28/2025 | Kennedy Investment Group | 179,223 | $1.81M | 0.7% | -12.5% | 0.330% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 12,805 | $130K | 0.0% | +24.3% | 0.024% | |
| 10/27/2025 | N.E.W. Advisory Services LLC | 49,785 | $504K | 0.0% | +34.8% | 0.092% | |
| 10/23/2025 | Capital Investment Advisors LLC | 14,555 | $147K | 0.0% | +11.5% | 0.027% | |
| 10/22/2025 | Hennion & Walsh Asset Management Inc. | 28,495 | $288K | 0.0% | -49.1% | 0.053% | |
| 10/22/2025 | Blue Bell Private Wealth Management LLC | 5,943 | $60K | 0.0% | -41.2% | 0.011% | |
| 10/22/2025 | Kercheville Advisors LLC | 22,082 | $223K | 0.1% | +51.8% | 0.041% | |
| 10/20/2025 | Allspring Global Investments Holdings LLC | 295,861 | $2.99M | 0.0% | -18.2% | 0.546% | |
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| 10/20/2025 | Absolute Investment Advisers LLC | 122,348 | $1.24M | 0.2% | -8.8% | 0.226% | |
| 10/17/2025 | Melone Private Wealth LLC | 192,310 | $1.95M | 0.9% | +2.3% | 0.355% | |
| 10/17/2025 | Permanent Capital Management LP | 14,059 | $142K | 0.0% | N/A | 0.026% | |
| 10/15/2025 | World Investment Advisors | 55,834 | $565K | 0.0% | N/A | 0.103% | |
| 10/14/2025 | Gridiron Partners LLC | 1,722,730 | $17.43M | 1.3% | +1,048.6% | 3.177% | |
| 9/4/2025 | Osaic Holdings Inc. | 78,009 | $742K | 0.0% | +66.6% | 0.144% | |
| 8/18/2025 | N.E.W. Advisory Services LLC | 36,931 | $350K | 0.0% | N/A | 0.068% | |
| 8/15/2025 | Bank of America Corp DE | 434,009 | $4.12M | 0.0% | +28.1% | 0.800% | |
| 8/15/2025 | Ameriprise Financial Inc. | 347,826 | $3.30M | 0.0% | -5.1% | 0.641% | |
| 8/14/2025 | Raymond James Financial Inc. | 182,007 | $1.73M | 0.0% | -2.1% | 0.336% | |