| 8/20/2026 | RPg Family Wealth Advisory LLC | 80,042 | $2.50M | 0.4% | +3.5% | 1.001% | |
| 8/20/2026 | Risk Paradigm Group LLC | 60,674 | $1.89M | 1.3% | +14.4% | 0.758% | |
| 4/22/2026 | Venturi Wealth Management LLC | 58,594 | $1.94M | 0.1% | +517.8% | 0.719% | |
| 3/2/2026 | Sankala Group LLC | 54,198 | $2.19M | 1.8% | N/A | 0.616% | |
| 2/17/2026 | Royal Bank of Canada | 156,143 | $6.30M | 0.0% | -0.9% | 1.774% | |
| 2/13/2026 | RPg Family Wealth Advisory LLC | 66,898 | $2.70M | 0.6% | +3.1% | 0.760% | |
| 2/11/2026 | Jessup Wealth Management Inc | 1,813 | $73K | 0.0% | N/A | 0.021% | |
| 2/11/2026 | Greykasell Wealth Strategies Inc. | 31,362 | $1.27M | 0.5% | -9.4% | 0.356% | |
| 2/6/2026 | Stronghold Wealth Management L.L.C. | 7,000 | $283K | 0.4% | N/A | 0.080% | |
| 1/23/2026 | Farther Finance Advisors LLC | 2,452 | $99K | 0.0% | +84.5% | 0.028% | |
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| 1/22/2026 | Venturi Wealth Management LLC | 9,484 | $383K | 0.0% | -8.8% | 0.108% | |
| 11/20/2025 | EMC Capital Management | 5,220 | $242K | 0.1% | N/A | 0.059% | |
| 11/19/2025 | Sunbelt Securities Inc. | 656 | $30K | 0.0% | N/A | 0.007% | |
| 11/12/2025 | RPg Family Wealth Advisory LLC | 64,892 | $3.01M | 0.7% | +1.3% | 0.733% | |
| 11/4/2025 | Greykasell Wealth Strategies Inc. | 34,612 | $1.61M | 0.7% | -3.4% | 0.391% | |
| 10/29/2025 | SOL Capital Management CO | 18,203 | $845K | 0.1% | -2.6% | 0.207% | |
| 10/23/2025 | Venturi Wealth Management LLC | 10,402 | $483K | 0.0% | -9.7% | 0.118% | |
| 10/15/2025 | Future Financial Wealth Managment LLC | 2,036 | $95K | 0.1% | -12.8% | 0.023% | |
| 10/15/2025 | Hanson & Doremus Investment Management | 610 | $28K | 0.0% | -65.4% | 0.007% | |
| 8/13/2025 | Flow Traders U.S. LLC | 17,068 | $711K | 0.0% | N/A | 0.195% | |
| 8/11/2025 | Greykasell Wealth Strategies Inc. | 35,833 | $1.49M | 0.7% | -17.4% | 0.410% | |
| 7/23/2025 | Venturi Wealth Management LLC | 11,516 | $480K | 0.0% | -97.1% | 0.132% | |
| 7/17/2025 | Hanson & Doremus Investment Management | 1,762 | $73K | 0.0% | -12.9% | 0.020% | |
| 5/19/2025 | Jane Street Group LLC | 38,323 | $1.46M | 0.0% | N/A | 0.431% | |
| 5/15/2025 | Royal Bank of Canada | 145,365 | $5.55M | 0.0% | -5.5% | 1.633% | |
| 5/15/2025 | MAI Capital Management | 6,686 | $255K | 0.0% | -4.3% | 0.075% | |
| 5/15/2025 | OLD Mission Capital LLC | 41,015 | $1.57M | 0.0% | N/A | 0.461% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 63,926 | $2.44M | 0.7% | +5.0% | 0.718% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 79,347 | $3.03M | 0.0% | -7.2% | 0.892% | |
| 5/14/2025 | CW Advisors LLC | 23,633 | $902K | 0.0% | N/A | 0.266% | |
| 5/13/2025 | Ethos Financial Group LLC | 11,843 | $452K | 0.0% | N/A | 0.133% | |
| 5/13/2025 | Raymond James Financial Inc. | 126,569 | $4.83M | 0.0% | -20.0% | 1.422% | |
| 5/13/2025 | HighTower Advisors LLC | 15,223 | $581K | 0.0% | -11.5% | 0.165% | |
| 5/12/2025 | Simplex Trading LLC | 1,003 | $38K | 0.0% | N/A | 0.011% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 43,374 | $1.66M | 0.9% | -16.1% | 0.471% | |
| 5/7/2025 | LPL Financial LLC | 200,133 | $7.64M | 0.0% | -6.6% | 2.175% | |
| 5/6/2025 | Cetera Investment Advisers | 23,507 | $897K | 0.0% | +6.2% | 0.256% | |
| 5/6/2025 | Grove Street Fiduciary LLC | 905,891 | $34.57M | 17.5% | -2.2% | 9.847% | |
| 5/6/2025 | Venturi Wealth Management LLC | 403,228 | $15.39M | 0.8% | -10.1% | 4.383% | |
| 5/5/2025 | Private Advisor Group LLC | 19,805 | $756K | 0.0% | -1.3% | 0.215% | |
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| 5/2/2025 | Wealthfront Advisers LLC | 19,949 | $761K | 0.0% | +7.9% | 0.217% | |
| 5/1/2025 | Austin Wealth Management LLC | 14,788 | $555K | 0.1% | -4.9% | 0.161% | |
| 4/30/2025 | Heritage Wealth Management Inc. CA | 5,568 | $212K | 0.2% | -10.8% | 0.061% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 42,357 | $1.62M | 0.4% | -1.6% | 0.460% | |
| 4/30/2025 | Capital Management Associates Inc | 5,776 | $220K | 0.0% | N/A | 0.063% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 13,796 | $526K | 0.0% | -11.0% | 0.150% | |
| 4/24/2025 | Sunbelt Securities Inc. | 656 | $25K | 0.0% | N/A | 0.007% | |
| 4/23/2025 | Goldstein Advisors LLC | 10,304 | $393K | 0.1% | -16.8% | 0.112% | |
| 4/23/2025 | SOL Capital Management CO | 20,637 | $788K | 0.1% | -10.7% | 0.224% | |
| 4/14/2025 | Gemmer Asset Management LLC | 14,819 | $565K | 0.1% | N/A | 0.158% | |
| 4/11/2025 | Prospect Financial Services LLC | 10,240 | $391K | 0.2% | +17.8% | 0.110% | |
| 4/9/2025 | HBW Advisory Services LLC | 7,603 | $290K | 0.0% | -10.0% | 0.081% | |
| 4/9/2025 | Merit Financial Group LLC | 7,091 | $271K | 0.0% | N/A | 0.076% | |
| 2/18/2025 | Glen Eagle Advisors LLC | 10,328 | $356K | 0.1% | +7.3% | 0.091% | |
| 2/18/2025 | White Knight Strategic Wealth Advisors LLC | 65,462 | $2.26M | 0.9% | +98.1% | 0.577% | |
| 2/17/2025 | Sentinus LLC | 11,509 | $397K | 0.1% | -94.2% | 0.101% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 6,050 | $209K | 0.0% | N/A | 0.053% | |
| 2/17/2025 | Cetera Investment Advisers | 22,137 | $763K | 0.0% | +14.4% | 0.195% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 8,297 | $286K | 0.0% | N/A | 0.073% | |
| 2/14/2025 | Capital Analysts LLC | 1,612 | $56K | 0.0% | +21.1% | 0.014% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 5,806 | $200K | 0.0% | -24.0% | 0.051% | |
| 2/13/2025 | NewEdge Advisors LLC | 191,616 | $6.61M | 0.0% | -0.5% | 1.688% | |
| 2/13/2025 | Fernwood Investment Management LLC | 24,633 | $849K | 0.3% | -10.3% | 0.217% | |
| 2/13/2025 | Raymond James Financial Inc. | 158,187 | $5.45M | 0.0% | N/A | 1.394% | |
| 2/13/2025 | Trek Financial LLC | 186,677 | $6.44M | 0.5% | N/A | 1.645% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 5,978 | $207K | 0.0% | -13.2% | 0.053% | |
| 2/12/2025 | Sanctuary Wealth Management L.L.C. | 3,625 | $125K | 0.1% | -68.6% | 0.032% | |
| 2/11/2025 | Heritage Wealth Management Inc. CA | 6,240 | $215K | 0.2% | -15.2% | 0.055% | |
| 2/11/2025 | LPL Financial LLC | 214,332 | $7.39M | 0.0% | +3.0% | 1.888% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 64,820 | $2.24M | 0.1% | -12.1% | 0.571% | |
| 2/10/2025 | Corient Private Wealth LLC | 71,218 | $2.46M | 0.0% | +6.0% | 0.627% | |
| 2/10/2025 | Greykasell Wealth Strategies Inc. | 51,702 | $1.78M | 1.0% | N/A | 0.456% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 129,350 | $4.46M | 0.0% | -1.5% | 1.140% | |
| 2/7/2025 | HighTower Advisors LLC | 17,193 | $593K | 0.0% | -31.7% | 0.151% | |
| 2/6/2025 | Opulen Financial Group LLC | 19,505 | $673K | 0.6% | N/A | 0.172% | |
| 2/6/2025 | Raymond James Financial Inc. | 158,187 | $5.45M | 0.0% | N/A | 1.394% | |
| 2/3/2025 | Grove Street Fiduciary LLC | 926,375 | $31.94M | 16.8% | N/A | 8.162% | |
| 2/3/2025 | Private Advisor Group LLC | 20,071 | $692K | 0.0% | -18.3% | 0.177% | |
| 1/31/2025 | Venturi Wealth Management LLC | 448,651 | $15.47M | 0.8% | +24.7% | 3.953% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 62,895 | $2.17M | 0.1% | +1.8% | 0.554% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 34,310 | $1.18M | 0.0% | N/A | 0.302% | |
| 1/30/2025 | Ellis Investment Partners LLC | 28,396 | $979K | 0.2% | -4.9% | 0.250% | |
| 1/30/2025 | Ellis Investment Partners LLC | 28,396 | $979K | 0.2% | -4.9% | 0.250% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 34,310 | $1.18M | 0.0% | N/A | 0.302% | |
| 1/23/2025 | SOL Capital Management CO | 23,100 | $796K | 0.1% | -25.0% | 0.204% | |
| 1/17/2025 | Goldstein Advisors LLC | 12,378 | $427K | 0.1% | -19.8% | 0.109% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 6,887 | $270K | 0.0% | -12.3% | 0.061% | |
| 11/15/2024 | MML Investors Services LLC | 13,469 | $528K | 0.0% | +11.7% | 0.119% | |
| 11/15/2024 | Stifel Financial Corp | 42,779 | $1.68M | 0.0% | +44.4% | 0.377% | |
| 11/15/2024 | HighTower Advisors LLC | 25,157 | $993K | 0.0% | -21.0% | 0.222% | |
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| 11/14/2024 | White Knight Strategic Wealth Advisors LLC | 33,053 | $1.30M | 1.2% | +1.1% | 0.291% | |
| 11/14/2024 | Flow Traders U.S. LLC | 17,475 | $685K | 0.0% | -44.7% | 0.154% | |
| 11/14/2024 | RPg Family Wealth Advisory LLC | 60,667 | $2.38M | 0.7% | +36.6% | 0.535% | |
| 11/13/2024 | Brown Brothers Harriman & Co. | 1,362 | $53K | 0.0% | N/A | 0.012% | |
| 11/8/2024 | Prospera Financial Services Inc | 6,011 | $236K | 0.0% | -21.3% | 0.053% | |
| 11/7/2024 | Pathstone Holdings LLC | 67,576 | $2.65M | 0.0% | -7.6% | 0.595% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 7,639 | $300K | 0.0% | -40.0% | 0.067% | |
| 11/4/2024 | Venturi Wealth Management LLC | 359,676 | $14.10M | 0.7% | +9.8% | 3.169% | |
| 11/4/2024 | Sanctuary Wealth Management L.L.C. | 11,538 | $452K | 0.3% | -18.7% | 0.102% | |
| 10/29/2024 | Fernwood Investment Management LLC | 27,455 | $1.08M | 0.4% | -10.5% | 0.242% | |