| 7/10/2026 | Envision Financial LLC | 20,984 | $1.95M | 0.9% | +68.8% | 0.734% | |
| 7/9/2026 | Whitaker Myers Wealth Managers LTD. | 3,181 | $296K | 0.0% | +6.6% | 0.111% | |
| 5/19/2026 | Bank of America Corp DE | 13,085 | $1.07M | 0.0% | -24.2% | 0.474% | |
| 5/19/2026 | Arkadios Wealth Advisors | 5,125 | $421K | 0.0% | N/A | 0.186% | |
| 5/18/2026 | Royal Bank of Canada | 4,077 | $335K | 0.0% | -37.4% | 0.148% | |
| 5/13/2026 | Cetera Investment Advisers | 8,508 | $698K | 0.0% | -22.5% | 0.308% | |
| 5/6/2026 | Independent Financial Group LLC | 2,990 | $245K | 0.0% | N/A | 0.108% | |
| 5/5/2026 | Sanctuary Advisors LLC | 11,269 | $925K | 0.0% | +30.1% | 0.408% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 35,823 | $2.94M | 0.1% | -1.1% | 1.298% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 192,065 | $16.83M | 0.3% | +0.8% | 6.959% | |
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| 5/1/2026 | Fifth Third Bancorp | 352 | $29K | 0.0% | N/A | 0.013% | |
| 4/30/2026 | Kestra Advisory Services LLC | 6,839 | $561K | 0.0% | +62.2% | 0.248% | |
| 4/25/2026 | Smithbridge Asset Management Inc. DE | 2,503 | $205K | 0.0% | -41.6% | 0.093% | |
| 4/23/2026 | Noble Family Wealth LLC | 14,205 | $1.17M | 0.2% | -4.9% | 0.526% | |
| 4/23/2026 | Apollon Wealth Management LLC | 8,971 | $736K | 0.0% | -2.9% | 0.332% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 7,068 | $563K | 0.0% | -9.2% | 0.262% | |
| 2/17/2026 | Cetera Investment Advisers | 10,974 | $874K | 0.0% | -5.6% | 0.406% | |
| 2/17/2026 | Osaic Holdings Inc. | 10,696 | $852K | 0.0% | +10.4% | 0.396% | |
| 2/17/2026 | &PARTNERS | 45,017 | $3.58M | 0.0% | +1.7% | 1.667% | |
| 2/17/2026 | Royal Bank of Canada | 6,508 | $518K | 0.0% | +75.4% | 0.241% | |
| 2/16/2026 | E6 Portfolios LLC | 8,975 | $715K | 0.8% | N/A | 0.332% | |
| 2/16/2026 | Bristlecone Value Partners LLC | 16,049 | $1.28M | 1.5% | N/A | 0.594% | |
| 2/13/2026 | Kestra Advisory Services LLC | 4,216 | $336K | 0.0% | -4.7% | 0.156% | |
| 2/13/2026 | Stifel Financial Corp | 13,427 | $1.07M | 0.0% | +35.3% | 0.497% | |
| 2/13/2026 | Wells Fargo & Company MN | 77,369 | $6.16M | 0.0% | -0.7% | 2.866% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 3,275 | $261K | 0.0% | -15.2% | 0.121% | |
| 2/11/2026 | Entelevest LLC | 3,441 | $274K | 0.3% | N/A | 0.127% | |
| 2/11/2026 | Smithbridge Asset Management Inc. DE | 4,286 | $341K | 0.0% | +51.4% | 0.159% | |
| 2/11/2026 | WESCAP Management Group Inc. | 19,980 | $1.59M | 0.3% | -7.2% | 0.740% | |
| 2/11/2026 | LPL Financial LLC | 169,032 | $13.46M | 0.0% | +5.4% | 6.260% | |
| 2/10/2026 | Texas Yale Capital Corp. | 12,740 | $1.01M | 0.0% | +18.6% | 0.472% | |
| 2/6/2026 | Northbridge Financial Group LLC | 14,987 | $1.19M | 0.5% | N/A | 0.555% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 630 | $50K | 0.0% | N/A | 0.023% | |
| 2/6/2026 | HighTower Advisors LLC | 5,232 | $417K | 0.0% | +19.3% | 0.194% | |
| 2/5/2026 | Pacific Sun Financial Corp | 8,075 | $643K | 0.3% | -1.6% | 0.299% | |
| 2/4/2026 | Urban Financial Advisory Corp | 12,320 | $981K | 0.4% | +5.7% | 0.456% | |
| 2/3/2026 | International Assets Investment Management LLC | 1,427 | $114K | 0.0% | N/A | 0.053% | |
| 1/29/2026 | Camelot Portfolios LLC | 14,061 | $1.12M | 0.7% | -20.2% | 0.521% | |
| 1/29/2026 | Sanctuary Advisors LLC | 8,664 | $690K | 0.0% | +163.6% | 0.321% | |
| 1/28/2026 | Arkansas Financial Group Inc. | 173,432 | $13.81M | 2.0% | -1.3% | 6.423% | |
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| 1/28/2026 | Chicago Partners Investment Group LLC | 190,478 | $15.81M | 0.4% | -0.4% | 7.055% | |
| 1/23/2026 | Smith Moore & CO. | 8,714 | $694K | 0.1% | +5.3% | 0.323% | |
| 1/23/2026 | Fifth Third Securities Inc. | 9,745 | $776K | 0.1% | +8.8% | 0.361% | |
| 1/22/2026 | Apollon Wealth Management LLC | 9,237 | $735K | 0.0% | -3.4% | 0.342% | |
| 1/16/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 36,238 | $2.89M | 0.1% | -0.3% | 1.342% | |
| 1/15/2026 | Private Advisory Group LLC | 191,000 | $15.21M | 1.2% | +4.6% | 7.074% | |
| 1/13/2026 | CoreCap Advisors LLC | 2,515 | $200K | 0.0% | +22.4% | 0.093% | |
| 1/7/2026 | Noble Family Wealth LLC | 14,941 | $1.19M | 0.3% | -2.7% | 0.553% | |
| 12/2/2025 | Allworth Financial LP | 11,802 | $894K | 0.0% | -18.2% | 0.437% | |
| 11/21/2025 | Urban Financial Advisory Corp | 11,657 | $883K | 0.4% | N/A | 0.432% | |
| 11/17/2025 | Camelot Portfolios LLC | 17,627 | $1.34M | 0.8% | -2.6% | 0.653% | |
| 11/17/2025 | Susquehanna International Group LLP | 27,315 | $2.07M | 0.0% | +6.3% | 1.012% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 7,781 | $589K | 0.0% | -3.6% | 0.288% | |
| 11/17/2025 | Bank of America Corp DE | 25,890 | $1.96M | 0.0% | +4.0% | 0.959% | |
| 11/14/2025 | Raymond James Financial Inc. | 37,391 | $2.83M | 0.0% | -1.9% | 1.385% | |
| 11/13/2025 | UBS Group AG | 12,021 | $911K | 0.0% | +10.5% | 0.445% | |
| 11/12/2025 | Smith Moore & CO. | 8,273 | $627K | 0.0% | +3.5% | 0.306% | |
| 11/10/2025 | Private Advisory Group LLC | 182,544 | $13.83M | 1.1% | +6.0% | 6.761% | |
| 11/10/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 36,365 | $2.76M | 0.1% | -2.8% | 1.347% | |
| 11/7/2025 | Texas Yale Capital Corp. | 10,740 | $814K | 0.0% | +7.4% | 0.398% | |
| 11/6/2025 | WESCAP Management Group Inc. | 21,532 | $1.63M | 0.3% | -1.9% | 0.797% | |
| 11/4/2025 | Jones Financial Companies Lllp | 12,843 | $982K | 0.0% | +16.2% | 0.476% | |
| 10/30/2025 | Chicago Partners Investment Group LLC | 191,324 | $14.40M | 0.4% | +0.3% | 7.086% | |
| 10/27/2025 | Manning & Napier Advisors LLC | 500 | $38K | 0.0% | N/A | 0.019% | |
| 10/24/2025 | Arkansas Financial Group Inc. | 175,735 | $13.26M | 2.0% | +0.6% | 6.509% | |
| 10/24/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 6,352 | $481K | 0.1% | -25.8% | 0.235% | |
| 10/23/2025 | HB Wealth Management LLC | 45,000 | $3.41M | 0.0% | N/A | 1.667% | |
| 10/17/2025 | Apollon Wealth Management LLC | 9,564 | $724K | 0.0% | -1.5% | 0.354% | |
| 10/16/2025 | Whitaker Myers Wealth Managers LTD. | 2,768 | $210K | 0.0% | N/A | 0.103% | |
| 10/10/2025 | Fifth Third Securities Inc. | 8,955 | $678K | 0.0% | +3.1% | 0.332% | |
| 9/4/2025 | Osaic Holdings Inc. | 13,025 | $933K | 0.0% | +79.3% | 0.492% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 400 | $29K | 0.0% | +100.0% | 0.015% | |
| 8/15/2025 | Bank of America Corp DE | 24,895 | $1.78M | 0.0% | +8.8% | 0.939% | |
| 8/14/2025 | Jane Street Group LLC | 3,265 | $234K | 0.0% | -69.4% | 0.123% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 7,765 | $556K | 0.0% | -2.0% | 0.293% | |
| 8/14/2025 | Raymond James Financial Inc. | 38,124 | $2.73M | 0.0% | +1.9% | 1.439% | |
| 8/13/2025 | Baird Financial Group Inc. | 135,125 | $9.68M | 0.0% | -5.6% | 5.099% | |
| 8/13/2025 | Smith Moore & CO. | 7,996 | $573K | 0.0% | +5.7% | 0.302% | |
| 8/7/2025 | WESCAP Management Group Inc. | 21,952 | $1.57M | 0.4% | -2.8% | 0.827% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 6,348 | $455K | 0.1% | +2.6% | 0.239% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,557 | $613K | 0.1% | -2.9% | 0.322% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 4,477 | $321K | 0.0% | -4.4% | 0.169% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 190,698 | $13.98M | 0.4% | -0.2% | 7.183% | |
| 7/29/2025 | Smithbridge Asset Management Inc. DE | 2,866 | $205K | 0.0% | -86.3% | 0.108% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 4,110 | $294K | 0.0% | N/A | 0.155% | |
| 7/25/2025 | Apollon Wealth Management LLC | 9,706 | $695K | 0.0% | -6.6% | 0.366% | |
| 7/22/2025 | Gemmer Asset Management LLC | 4,502 | $323K | 0.0% | -4.0% | 0.170% | |
| 7/22/2025 | Noble Family Wealth LLC | 15,361 | $1.10M | 0.3% | -4.1% | 0.579% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 37,410 | $2.68M | 0.1% | +26.0% | 1.409% | |
| 7/17/2025 | Fifth Third Securities Inc. | 8,686 | $622K | 0.0% | +24.6% | 0.327% | |
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| 7/17/2025 | Camelot Portfolios LLC | 18,104 | $1.30M | 0.8% | -9.9% | 0.682% | |
| 7/17/2025 | Wagner Wealth Management LLC | 5,735 | $411K | 0.1% | -9.0% | 0.216% | |
| 7/16/2025 | Kendall Capital Management | 22,209 | $1.59M | 0.4% | +0.9% | 0.836% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 174,678 | $12.77M | 2.0% | +6.8% | 6.579% | |
| 7/10/2025 | Envision Financial LLC | 14,313 | $1.03M | 0.7% | -10.4% | 0.539% | |
| 5/19/2025 | Jane Street Group LLC | 10,685 | $664K | 0.0% | N/A | 0.402% | |
| 5/16/2025 | Jones Financial Companies Lllp | 713 | $44K | 0.0% | -89.1% | 0.027% | |
| 5/15/2025 | Royal Bank of Canada | 5,683 | $353K | 0.0% | -38.2% | 0.214% | |
| 5/15/2025 | Baird Financial Group Inc. | 143,172 | $8.90M | 0.0% | +7.1% | 5.382% | |
| 5/13/2025 | WESCAP Management Group Inc. | 22,574 | $1.40M | 0.3% | -2.2% | 0.849% | |