| 11/3/2026 | Formidable Asset Management LLC | 5,120 | $230K | 0.0% | -31.8% | 0.011% | |
| 11/3/2026 | Heritage Family Offices LLP | 1,345 | $60K | 0.0% | N/A | 0.003% | |
| 10/31/2026 | Bfsg LLC | 72,031 | $3.23M | 0.3% | N/A | 0.150% | |
| 10/29/2026 | Bank Julius Baer & Co. Ltd Zurich | 31,320 | $1.41M | 0.0% | N/A | 0.065% | |
| 10/29/2026 | Mirae Asset Global Investments Co. Ltd. | 14,583 | $655K | 0.0% | N/A | 0.030% | |
| 10/28/2026 | Finley Financial LLC | 5,520 | $246K | 0.1% | +174.6% | 0.011% | |
| 10/28/2026 | VestGen Advisors LLC | 10,558 | $474K | 0.0% | -28.6% | 0.021% | |
| 10/23/2026 | Evergreen Capital Management LLC | 230,608 | $10.35M | 0.2% | N/A | 0.459% | |
| 10/23/2026 | Manchester Capital Management LLC | 650 | $29K | 0.0% | N/A | 0.001% | |
| 10/20/2026 | Bank Pictet & Cie Europe AG | 58,185 | $2.61M | 0.0% | N/A | 0.107% | |
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| 10/16/2026 | Vontobel Holding Ltd. | 33,670 | $1.51M | 0.0% | N/A | 0.061% | |
| 10/16/2026 | Banque Pictet & Cie SA | 167,271 | $7.51M | 0.1% | N/A | 0.304% | |
| 10/16/2026 | GFG Capital LLC | 76,201 | $3.42M | 0.8% | -9.7% | 0.139% | |
| 10/15/2026 | Summit Rock Advisors LP | 447,427 | $20.09M | 42.8% | N/A | 0.814% | |
| 10/14/2026 | Triumph Capital Management | 4,353 | $195K | 0.0% | +16.6% | 0.008% | |
| 10/8/2026 | Farther Finance Advisors LLC | 26,200 | $1.18M | 0.0% | -2.5% | 0.046% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 112,965 | $6.44M | 0.0% | +1.1% | 0.196% | |
| 9/17/2026 | Wellington Altus USA Inc. | 4,310 | $246K | 0.2% | N/A | 0.007% | |
| 9/9/2026 | BlueCrest Capital Management Ltd | 95,096 | $5.42M | 0.2% | N/A | 0.157% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 2,431 | $139K | 0.0% | N/A | 0.004% | |
| 9/9/2026 | GFG Capital LLC | 84,425 | $4.82M | 1.2% | -57.0% | 0.139% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 8,780 | $500K | 0.0% | +23.8% | 0.014% | |
| 8/22/2026 | WIT Partners Advisory Pte. Ltd. | 27,110 | $1.55M | 0.7% | N/A | 0.045% | |
| 8/21/2026 | Triumph Capital Management | 3,734 | $213K | 0.0% | +66.8% | 0.006% | |
| 7/8/2026 | Finley Financial LLC | 2,010 | $115K | 0.0% | +54.6% | 0.003% | |
| 5/19/2026 | Bank of America Corp DE | 207,995 | $9.57M | 0.0% | +171.1% | 0.386% | |
| 5/18/2026 | Royal Bank of Canada | 16,052 | $739K | 0.0% | -1.7% | 0.030% | |
| 5/18/2026 | Evelyn Partners Asset Management Ltd | 105,744 | $4.87M | 1.2% | N/A | 0.196% | |
| 5/18/2026 | Evelyn Partners Investment Management Services Ltd | 23,709 | $1.09M | 0.1% | N/A | 0.044% | |
| 5/16/2026 | Jessup Wealth Management Inc | 134,934 | $6.21M | 2.3% | +0.2% | 0.250% | |
| 5/15/2026 | Marquette Associates Inc. | 6,333 | $291K | 0.3% | N/A | 0.012% | |
| 5/14/2026 | Bank of Nova Scotia | 76,920 | $3.54M | 0.0% | +16.9% | 0.143% | |
| 5/14/2026 | Group One Trading LLC | 2,158 | $99K | 0.0% | +1,001.0% | 0.004% | |
| 5/13/2026 | Cetera Investment Advisers | 11,975 | $551K | 0.0% | -97.9% | 0.022% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 10,218,668 | $470.26M | 0.3% | +23.0% | 18.959% | |
| 5/7/2026 | Eurizon Asset Management Hungary Ltd. | 20,000 | $920K | 1.0% | N/A | 0.037% | |
| 5/4/2026 | J. Safra Sarasin Holding AG | 7,240 | $333K | 0.0% | -61.4% | 0.013% | |
| 4/29/2026 | Meitav Investment House Ltd. | 1,066,020 | $49.06M | 0.5% | +9.9% | 1.978% | |
| 4/27/2026 | Private Advisor Group LLC | 6,025 | $277K | 0.0% | -39.8% | 0.011% | |
| 4/23/2026 | Formidable Asset Management LLC | 9,501 | $437K | 0.1% | -6.9% | 0.018% | |
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| 4/22/2026 | Union Bancaire Privee UBP SA | 46,248 | $2.01M | 0.0% | +504.7% | 0.086% | |
| 4/16/2026 | Uhlmann Price Securities LLC | 13,191 | $607K | 0.0% | -2.1% | 0.024% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 100,227 | $5.21M | 0.0% | +38,898.8% | 0.178% | |
| 2/19/2026 | First Growth Capital LLC | 10,040 | $542K | 0.5% | N/A | 0.018% | |
| 2/18/2026 | VestGen Advisors LLC | 7,585 | $394K | 0.0% | +26.4% | 0.013% | |
| 2/18/2026 | Quadrature Capital Ltd | 253,407 | $13.18M | 0.1% | +103.0% | 0.449% | |
| 2/18/2026 | OLD Mission Capital LLC | 260,165 | $13.53M | 0.3% | -61.4% | 0.461% | |
| 2/18/2026 | Millennium Management LLC | 20,900 | $1.09M | 0.0% | N/A | 0.037% | |
| 2/18/2026 | IHT Wealth Management LLC | 23,484 | $1.22M | 0.0% | +58.1% | 0.042% | |
| 2/18/2026 | Banco Bilbao Vizcaya Argentaria S.A. | 107,292 | $5.60M | 0.0% | +3,865.0% | 0.190% | |
| 2/17/2026 | Cetera Investment Advisers | 569,724 | $29.63M | 0.0% | +1.9% | 1.010% | |
| 2/17/2026 | Amundi | 7,671 | $399K | 0.0% | -72.2% | 0.014% | |
| 2/17/2026 | Osaic Holdings Inc. | 5,053 | $263K | 0.0% | +49.7% | 0.009% | |
| 2/17/2026 | Royal Bank of Canada | 16,328 | $849K | 0.0% | +22.4% | 0.029% | |
| 2/16/2026 | Global Endowment Management LP | 10,000 | $520K | 0.1% | +81.8% | 0.018% | |
| 2/16/2026 | Barclays PLC | 26,500 | $1.38M | 0.0% | -10.5% | 0.047% | |
| 2/13/2026 | Cordoba Advisory Partners LLC | 20,062 | $1.04M | 0.3% | N/A | 0.036% | |
| 2/13/2026 | Marshall Wace LLP | 125,528 | $6.53M | 0.0% | +89.0% | 0.223% | |
| 2/13/2026 | Bank of Nova Scotia | 65,820 | $3.44M | 0.0% | -96.8% | 0.117% | |
| 2/13/2026 | Heritage Wealth Advisors | 578 | $30K | 0.0% | N/A | 0.001% | |
| 2/13/2026 | First National Bank of Omaha | 5,069 | $265K | 0.0% | N/A | 0.009% | |
| 2/13/2026 | Wells Fargo & Company MN | 90,532 | $4.71M | 0.0% | -75.2% | 0.161% | |
| 2/13/2026 | Banco Santander S.A. | 28,971 | $1.51M | 0.0% | +76.3% | 0.051% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 5,809 | $302K | 0.0% | -3.5% | 0.010% | |
| 2/12/2026 | Renaissance Technologies LLC | 44,200 | $2.30M | 0.0% | +34.3% | 0.078% | |
| 2/12/2026 | Intesa Sanpaolo Wealth Management | 10,110 | $526K | 0.1% | N/A | 0.018% | |
| 2/12/2026 | Bank of Montreal Can | 56,522 | $2.94M | 0.0% | -58.9% | 0.100% | |
| 2/12/2026 | MIdWestOne Financial Group Inc. | 20,136 | $1.05M | 0.1% | -9.0% | 0.036% | |
| 2/11/2026 | Jessup Wealth Management Inc | 134,693 | $7.00M | 2.3% | N/A | 0.239% | |
| 2/11/2026 | Zions Bancorporation National Association UT | 1,000 | $52K | 0.0% | N/A | 0.002% | |
| 2/11/2026 | LPL Financial LLC | 60,539 | $3.15M | 0.0% | +52.7% | 0.107% | |
| 2/11/2026 | Manchester Capital Management LLC | 650 | $34K | 0.0% | N/A | 0.001% | |
| 2/11/2026 | JPMorgan Chase & Co. | 307,154 | $15.97M | 0.0% | +104.6% | 0.545% | |
| 2/10/2026 | Cibc World Market Inc. | 10,941 | $569K | 0.0% | N/A | 0.019% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 379,086 | $19.71M | 0.0% | -10.5% | 0.672% | |
| 2/10/2026 | BNP Paribas Financial Markets | 198,353 | $10.31M | 0.0% | -3.4% | 0.352% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 5,152 | $268K | 0.0% | -6.3% | 0.009% | |
| 2/9/2026 | Prospera Financial Services Inc | 7,821 | $407K | 0.0% | -75.0% | 0.014% | |
| 2/6/2026 | Banque Cantonale Vaudoise | 6,772 | $352K | 0.0% | -81.6% | 0.012% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 8,307,617 | $432.00M | 0.2% | +69.8% | 14.730% | |
| 2/6/2026 | HighTower Advisors LLC | 34,330 | $1.79M | 0.0% | -7.7% | 0.061% | |
| 2/5/2026 | Bank Julius Baer & Co. Ltd Zurich | 5,329 | $277K | 0.0% | +166.5% | 0.009% | |
| 2/4/2026 | Trek Financial LLC | 206,790 | $10.75M | 0.6% | -35.3% | 0.374% | |
| 2/2/2026 | Del Sette Capital Management LLC | 17,835 | $927K | 0.6% | -2.6% | 0.032% | |
| 1/29/2026 | Comerica Bank | 1,166 | $61K | 0.0% | N/A | 0.002% | |
| 1/29/2026 | UBS Group AG | 420,761 | $21.88M | 0.0% | +65.1% | 0.764% | |
| 1/28/2026 | Migdal Insurance & Financial Holdings Ltd. | 1,825,600 | $94.93M | 0.8% | N/A | 3.313% | |
| 1/27/2026 | Evergreen Capital Management LLC | 237,496 | $12.35M | 0.3% | +7.9% | 0.431% | |
| 1/23/2026 | Farther Finance Advisors LLC | 16,523 | $859K | 0.0% | +156.2% | 0.030% | |
| 1/16/2026 | Formidable Asset Management LLC | 10,200 | $530K | 0.1% | -21.4% | 0.019% | |
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| 1/16/2026 | Banque Pictet & Cie SA | 327,973 | $17.06M | 0.1% | +33.3% | 0.602% | |
| 1/16/2026 | Bank Pictet & Cie Europe AG | 18,523 | $963K | 0.0% | -25.8% | 0.034% | |
| 1/16/2026 | Compagnie Lombard Odier SCmA | 925 | $48K | 0.0% | -75.0% | 0.002% | |
| 1/15/2026 | GFG Capital LLC | 177,828 | $9.25M | 3.3% | -7.8% | 0.327% | |
| 1/15/2026 | J. Safra Sarasin Holding AG | 18,760 | $976K | 0.0% | +2.3% | 0.034% | |
| 1/12/2026 | Uhlmann Price Securities LLC | 13,477 | $701K | 0.4% | +1.5% | 0.025% | |
| 1/5/2026 | Union Bancaire Privee UBP SA | 7,648 | $398K | 0.0% | +194.2% | 0.014% | |
| 1/1/2026 | JPMorgan Chase & Co. | 150,116 | $8.86M | 0.0% | +440.3% | 0.272% | |
| 11/18/2025 | Advisory Services Network LLC | 1,010 | $60K | 0.0% | N/A | 0.002% | |
| 11/17/2025 | Proficio Capital Partners LLC | 297,970 | $17.58M | 0.5% | +220.1% | 0.540% | |