| 10/13/2026 | Avior Wealth Management LLC | 11,824 | $268K | 0.0% | +7.2% | 0.137% | |
| 10/8/2026 | Farther Finance Advisors LLC | 7,925 | $180K | 0.0% | +271.7% | 0.091% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 48,883 | $1.22M | 0.0% | +39.9% | 0.477% | |
| 9/9/2026 | Concorde Asset Management LLC | 116,830 | $2.92M | 1.7% | +70.9% | 0.999% | |
| 9/9/2026 | NewEdge Advisors LLC | 55,940 | $1.40M | 0.0% | +13,062.4% | 0.478% | |
| 9/8/2026 | Allworth Financial LP | 1,533 | $38K | 0.0% | +361.7% | 0.013% | |
| 9/2/2026 | Citadel Advisors LLC | 15,761 | $394K | 0.0% | N/A | 0.135% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 12,690 | $317K | 0.0% | +12.0% | 0.108% | |
| 8/23/2026 | Nilsine Partners LLC | 50,891 | $1.27M | 0.1% | +1.0% | 0.435% | |
| 8/7/2026 | Trust Co. of Vermont | 12,392 | $310K | 0.0% | N/A | 0.106% | |
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| 6/1/2026 | Concorde Asset Management LLC | 68,352 | $1.69M | 0.8% | -20.0% | 0.654% | |
| 5/19/2026 | Western Wealth Management LLC | 1,384 | $34K | 0.0% | N/A | 0.013% | |
| 5/19/2026 | Bank of America Corp DE | 200,646 | $4.96M | 0.0% | -9.5% | 1.920% | |
| 5/18/2026 | Amundi | 23,904 | $591K | 0.0% | -50.9% | 0.229% | |
| 5/18/2026 | Royal Bank of Canada | 152,062 | $3.76M | 0.0% | -7.6% | 1.455% | |
| 5/16/2026 | Castleark Management LLC | 39,412 | $975K | 0.0% | +85.4% | 0.377% | |
| 5/13/2026 | Cetera Investment Advisers | 16,680 | $413K | 0.0% | -3.7% | 0.160% | |
| 5/13/2026 | Signature Equity Partners LLC | 4,204 | $104K | 0.1% | +121.7% | 0.040% | |
| 5/6/2026 | Forty three Eighteen Advisors LLC | 62,638 | $1.55M | 1.2% | N/A | 0.599% | |
| 5/6/2026 | Gould Asset Management LLC CA | 13,135 | $325K | 0.1% | +3.8% | 0.126% | |
| 5/5/2026 | Advisors Preferred LLC | 8,015 | $198K | 0.0% | +19.9% | 0.077% | |
| 5/1/2026 | Fifth Third Bancorp | 3,479 | $86K | 0.0% | +166.4% | 0.033% | |
| 4/30/2026 | Kestra Advisory Services LLC | 15,099 | $374K | 0.0% | +4.2% | 0.146% | |
| 4/27/2026 | PFG Investments LLC | 24,516 | $607K | 0.0% | +38.9% | 0.237% | |
| 4/25/2026 | SOL Capital Management CO | 14,726 | $364K | 0.2% | N/A | 0.144% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 13,821 | $342K | 0.0% | -20.6% | 0.136% | |
| 2/17/2026 | Cetera Investment Advisers | 17,314 | $354K | 0.0% | +7.5% | 0.178% | |
| 2/17/2026 | Equitable Holdings Inc. | 28,699 | $587K | 0.0% | +5.7% | 0.294% | |
| 2/17/2026 | Amundi | 48,654 | $996K | 0.0% | N/A | 0.499% | |
| 2/17/2026 | Royal Bank of Canada | 164,547 | $3.37M | 0.0% | +11.1% | 1.688% | |
| 2/16/2026 | Arax Advisory Partners | 7,398 | $151K | 0.0% | N/A | 0.076% | |
| 2/13/2026 | Kestra Advisory Services LLC | 14,493 | $297K | 0.0% | -10.9% | 0.149% | |
| 2/13/2026 | Stifel Financial Corp | 119,098 | $2.44M | 0.0% | +4.1% | 1.222% | |
| 2/13/2026 | Wells Fargo & Company MN | 442,991 | $9.07M | 0.0% | +31.7% | 4.543% | |
| 2/13/2026 | Concorde Asset Management LLC | 85,483 | $1.75M | 0.7% | N/A | 0.877% | |
| 2/13/2026 | Castleark Management LLC | 21,262 | $435K | 0.0% | +93.4% | 0.218% | |
| 2/12/2026 | Jane Street Group LLC | 104,043 | $2.13M | 0.0% | +61.7% | 1.067% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 67,025 | $1.37M | 0.0% | +5.6% | 0.687% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 17,411 | $356K | 0.0% | +7.7% | 0.179% | |
| 2/11/2026 | LPL Financial LLC | 284,838 | $5.83M | 0.0% | +18.7% | 2.921% | |
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| 2/10/2026 | Beto Financial Group LLC | 20,504 | $464K | 0.3% | N/A | 0.210% | |
| 2/10/2026 | Godfrey Financial Associates Inc. | 1,277 | $26K | 0.0% | N/A | 0.013% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 11,647 | $238K | 0.0% | N/A | 0.119% | |
| 2/2/2026 | Truist Financial Corp | 120,124 | $2.46M | 0.0% | +7.2% | 1.226% | |
| 2/2/2026 | Advisors Preferred LLC | 6,687 | $142K | 0.0% | -70.6% | 0.068% | |
| 2/2/2026 | Benjamin Edwards Inc. | 65,461 | $1.34M | 0.0% | -20.0% | 0.668% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 205,734 | $4.21M | 0.1% | +10.7% | 2.099% | |
| 1/29/2026 | Comerica Bank | 2,173 | $44K | 0.0% | -76.5% | 0.022% | |
| 1/29/2026 | UBS Group AG | 412,320 | $8.44M | 0.0% | +222.3% | 4.207% | |
| 1/26/2026 | CWM LLC | 6,850 | $140K | 0.0% | -7.9% | 0.070% | |
| 1/26/2026 | PFG Investments LLC | 17,652 | $361K | 0.0% | -4.0% | 0.180% | |
| 1/23/2026 | Farther Finance Advisors LLC | 4,137 | $85K | 0.0% | +142.5% | 0.042% | |
| 1/22/2026 | Hager Investment Management Services LLC | 1,305 | $27K | 0.0% | -39.6% | 0.013% | |
| 1/21/2026 | Ledyard National Bank | 52,062 | $1.07M | 0.1% | -7.4% | 0.531% | |
| 1/15/2026 | Nilsine Partners LLC | 49,123 | $1.01M | 0.1% | N/A | 0.501% | |
| 1/13/2026 | Capital Investment Advisors LLC | 27,259 | $558K | 0.0% | +27.3% | 0.278% | |
| 11/17/2025 | Susquehanna International Group LLP | 61,044 | $1.17M | 0.0% | +88.4% | 0.656% | |
| 11/17/2025 | Larson Financial Group LLC | 2,931 | $56K | 0.0% | -22.5% | 0.032% | |
| 11/17/2025 | Citadel Advisors LLC | 55,568 | $1.07M | 0.0% | +241.7% | 0.598% | |
| 11/17/2025 | Bank of America Corp DE | 239,119 | $4.59M | 0.0% | -5.9% | 2.571% | |
| 11/14/2025 | Creative Planning | 10,322 | $198K | 0.0% | -17.2% | 0.111% | |
| 11/14/2025 | Raymond James Financial Inc. | 32,065 | $616K | 0.0% | +12.2% | 0.345% | |
| 11/13/2025 | Johnson Financial Group Inc. | 2,434 | $47K | 0.0% | -62.1% | 0.026% | |
| 11/13/2025 | UBS Group AG | 127,949 | $2.46M | 0.0% | +7.6% | 1.376% | |
| 11/10/2025 | MAI Capital Management | 6,878 | $132K | 0.0% | +28.3% | 0.074% | |
| 11/10/2025 | Advisors Preferred LLC | 22,721 | $445K | 0.1% | N/A | 0.244% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 2,995 | $58K | 0.0% | +44.9% | 0.032% | |
| 11/5/2025 | Ledyard National Bank | 56,227 | $1.08M | 0.1% | -1.2% | 0.605% | |
| 11/3/2025 | Truist Financial Corp | 112,037 | $2.15M | 0.0% | N/A | 1.205% | |
| 10/28/2025 | Elwood & Goetz Wealth Advisory Group LLC | 10,391 | $200K | 0.0% | -7.1% | 0.112% | |
| 10/23/2025 | Capital Investment Advisors LLC | 21,408 | $411K | 0.0% | N/A | 0.230% | |
| 10/23/2025 | Benjamin Edwards Inc. | 81,808 | $1.57M | 0.0% | N/A | 0.880% | |
| 10/21/2025 | Global Retirement Partners LLC | 3,015 | $58K | 0.0% | +134.1% | 0.032% | |
| 10/20/2025 | Great Diamond Partners LLC | 12,958 | $249K | 0.0% | N/A | 0.139% | |
| 10/14/2025 | Farther Finance Advisors LLC | 1,706 | $33K | 0.0% | +206.8% | 0.018% | |
| 10/9/2025 | Perkins Coie Trust Co | 62,160 | $1.19M | 0.2% | +0.9% | 0.654% | |
| 9/4/2025 | Osaic Holdings Inc. | 34,569 | $627K | 0.0% | +16.5% | 0.351% | |
| 8/15/2025 | Bank of America Corp DE | 254,160 | $4.61M | 0.0% | -6.7% | 2.580% | |
| 8/14/2025 | Jane Street Group LLC | 12,597 | $229K | 0.0% | -79.1% | 0.128% | |
| 8/14/2025 | Raymond James Financial Inc. | 28,583 | $518K | 0.0% | -17.5% | 0.290% | |
| 8/14/2025 | Cerity Partners LLC | 14,558 | $284K | 0.0% | N/A | 0.148% | |
| 8/13/2025 | Johnson Financial Group Inc. | 6,423 | $117K | 0.0% | -16.4% | 0.065% | |
| 8/12/2025 | JPMorgan Chase & Co. | 2,500 | $45K | 0.0% | +1,068.2% | 0.025% | |
| 8/8/2025 | Cetera Investment Advisers | 12,971 | $235K | 0.0% | -6.1% | 0.132% | |
| 8/6/2025 | Florin Court Capital LLP | 34,474 | $625K | 0.6% | N/A | 0.350% | |
| 8/4/2025 | Ledyard National Bank | 56,931 | $1.03M | 0.1% | -2.9% | 0.578% | |
| 7/31/2025 | Money Design Co. Ltd. | 149,987 | $2.72M | 0.1% | +18.9% | 1.523% | |
| 7/28/2025 | Harbour Investments Inc. | 5,683 | $103K | 0.0% | -34.3% | 0.058% | |
| 7/25/2025 | CWM LLC | 7,350 | $133K | 0.0% | -18.8% | 0.075% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 16,596 | $301K | 0.0% | -71.5% | 0.168% | |
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| 7/18/2025 | PFG Investments LLC | 18,032 | $327K | 0.0% | -9.7% | 0.183% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 17,583 | $319K | 0.0% | N/A | 0.179% | |
| 7/10/2025 | Perkins Coie Trust Co | 61,599 | $1.12M | 0.2% | +16.8% | 0.625% | |
| 5/19/2025 | Jane Street Group LLC | 60,341 | $906K | 0.0% | -55.7% | 0.740% | |
| 5/15/2025 | Royal Bank of Canada | 40,242 | $604K | 0.0% | -9.0% | 0.494% | |
| 5/13/2025 | Eaton Financial Holdings Company LLC | 10,390 | $156K | 0.1% | N/A | 0.122% | |
| 5/12/2025 | National Bank of Canada FI | 1,879 | $28K | 0.0% | -31.2% | 0.022% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 2,337 | $35K | 0.0% | -32.0% | 0.027% | |
| 5/7/2025 | LPL Financial LLC | 243,224 | $3.65M | 0.0% | -2.1% | 2.861% | |
| 5/6/2025 | Cetera Investment Advisers | 13,815 | $207K | 0.0% | -22.5% | 0.163% | |