| 6/9/2026 | Rathbones Group PLC | 122,142 | $3.80M | 0.0% | +2.0% | 0.798% | |
| 6/3/2026 | NewEdge Advisors LLC | 2,602 | $81K | 0.0% | -14.7% | 0.017% | |
| 5/19/2026 | Bank of America Corp DE | 367,731 | $11.43M | 0.0% | +46.0% | 2.403% | |
| 5/18/2026 | Royal Bank of Canada | 181,543 | $5.64M | 0.0% | +52.4% | 1.187% | |
| 5/13/2026 | Cetera Investment Advisers | 15,680 | $487K | 0.0% | +33.8% | 0.102% | |
| 5/12/2026 | Insight Advisors LLC PA | 38,210 | $1.19M | 0.2% | +3.3% | 0.250% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 23,834 | $741K | 0.0% | +1.5% | 0.156% | |
| 5/8/2026 | Summit Global Investments | 72,671 | $2.26M | 0.1% | N/A | 0.475% | |
| 5/6/2026 | Barings LLC | 78,778 | $2.45M | 0.0% | +202.0% | 0.515% | |
| 5/5/2026 | Checchi Capital Advisers LLC | 709,148 | $22.04M | 1.1% | +0.5% | 4.635% | |
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| 5/1/2026 | Fifth Third Bancorp | 850 | $26K | 0.0% | N/A | 0.006% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 9,721 | $308K | 0.1% | N/A | 0.064% | |
| 4/30/2026 | Kestra Advisory Services LLC | 20,737 | $645K | 0.0% | +1,540.6% | 0.136% | |
| 4/29/2026 | Family CFO Inc | 25,397 | $789K | 0.4% | N/A | 0.166% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 622,167 | $19.34M | 1.9% | +10.6% | 4.066% | |
| 4/25/2026 | Patten Group Inc. | 14,260 | $443K | 0.1% | +6.8% | 0.094% | |
| 4/23/2026 | North Star Investment Management Corp. | 32,940 | $1.02M | 0.1% | +546.5% | 0.217% | |
| 4/22/2026 | Lam Group Inc. | 215,900 | $6.71M | 3.7% | -33.8% | 1.420% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 20,935 | $672K | 0.0% | +3.1% | 0.156% | |
| 2/18/2026 | NewEdge Advisors LLC | 3,050 | $98K | 0.0% | -16.3% | 0.023% | |
| 2/18/2026 | Obsido Oy | 146,968 | $4.72M | 2.9% | +31.5% | 1.093% | |
| 2/17/2026 | Guggenheim Capital LLC | 66,946 | $2.15M | 0.0% | +3.4% | 0.498% | |
| 2/17/2026 | Cetera Investment Advisers | 11,720 | $376K | 0.0% | -8.9% | 0.087% | |
| 2/17/2026 | Equitable Holdings Inc. | 17,341 | $557K | 0.0% | +9.5% | 0.129% | |
| 2/17/2026 | Osaic Holdings Inc. | 32,938 | $1.06M | 0.0% | -9.5% | 0.245% | |
| 2/17/2026 | Advisory Services Network LLC | 6,503 | $209K | 0.0% | -67.4% | 0.048% | |
| 2/17/2026 | &PARTNERS | 10,146 | $326K | 0.0% | N/A | 0.075% | |
| 2/17/2026 | Royal Bank of Canada | 119,144 | $3.83M | 0.0% | -19.5% | 0.886% | |
| 2/17/2026 | Hyundai Investments Co. Ltd. | 19,998 | $642K | 0.6% | N/A | 0.149% | |
| 2/16/2026 | MML Investors Services LLC | 36,407 | $1.17M | 0.0% | +14.8% | 0.271% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,264 | $41K | 0.0% | N/A | 0.009% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 23,942 | $769K | 0.1% | -6.3% | 0.178% | |
| 2/13/2026 | Stifel Financial Corp | 6,492 | $208K | 0.0% | N/A | 0.048% | |
| 2/13/2026 | First Trust Advisors LP | 53,374 | $1.71M | 0.0% | -1.3% | 0.397% | |
| 2/13/2026 | State Street Corp | 203,648 | $6.54M | 0.0% | +7.1% | 1.514% | |
| 2/13/2026 | Wells Fargo & Company MN | 142,698 | $4.58M | 0.0% | -1.7% | 1.061% | |
| 2/13/2026 | RPg Family Wealth Advisory LLC | 9,226 | $296K | 0.1% | -8.5% | 0.069% | |
| 2/12/2026 | Triumph Capital Management | 1,796 | $58K | 0.0% | N/A | 0.013% | |
| 2/12/2026 | Wagner Wealth Management Corp | 29,951 | $962K | 0.9% | N/A | 0.223% | |
| 2/12/2026 | Sykon Capital LLC | 78,190 | $2.51M | 0.8% | -25.1% | 0.581% | |
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| 2/12/2026 | Haven Private LLC | 37,391 | $1.20M | 0.5% | +8.9% | 0.278% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 23,416 | $752K | 0.0% | +3.9% | 0.174% | |
| 2/12/2026 | Bank of Montreal Can | 16,719 | $537K | 0.0% | N/A | 0.124% | |
| 2/12/2026 | Barings LLC | 26,088 | $838K | 0.0% | -72.4% | 0.194% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 56,598 | $1.82M | 0.0% | -49.0% | 0.421% | |
| 2/11/2026 | Ameritas Investment Partners Inc. | 266,883 | $8.57M | 0.3% | +5.9% | 1.984% | |
| 2/11/2026 | Insight Advisors LLC PA | 37,003 | $1.19M | 0.2% | -3.3% | 0.275% | |
| 2/11/2026 | Cerity Partners OCIO LLC | 58,116 | $1.87M | 0.1% | N/A | 0.432% | |
| 2/11/2026 | LPL Financial LLC | 299,477 | $9.62M | 0.0% | -16.1% | 2.227% | |
| 2/11/2026 | Lifestyle Asset Management Inc. | 484,372 | $15.55M | 5.1% | +6.0% | 3.601% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 8,639 | $277K | 0.0% | -89.8% | 0.064% | |
| 2/9/2026 | Integrity Alliance LLC. | 10,853 | $349K | 0.0% | +4.8% | 0.081% | |
| 2/9/2026 | Prospera Financial Services Inc | 85,130 | $2.73M | 0.0% | -6.9% | 0.633% | |
| 2/6/2026 | Rathbones Group PLC | 119,793 | $3.85M | 0.0% | -1.4% | 0.891% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 1,211 | $39K | 0.0% | N/A | 0.009% | |
| 2/5/2026 | Odyssey Capital Advisors Inc. | 9,569 | $307K | 0.3% | N/A | 0.071% | |
| 2/5/2026 | Tucker Asset Management LLC | 1,494 | $48K | 0.0% | -90.2% | 0.011% | |
| 2/5/2026 | Leuthold Group LLC | 255,293 | $8.20M | 0.9% | -0.6% | 1.898% | |
| 2/5/2026 | Tennessee Valley Asset Management Partners | 6,233 | $200K | 0.0% | N/A | 0.046% | |
| 2/5/2026 | Bank Julius Baer & Co. Ltd Zurich | 26,295 | $844K | 0.0% | -8.5% | 0.196% | |
| 2/5/2026 | Idaho Trust Co | 73,214 | $2.35M | 0.8% | -50.1% | 0.544% | |
| 2/4/2026 | VanderPol Investments L.L.C. | 40,835 | $1.31M | 2.3% | -8.3% | 0.311% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 12,986 | $417K | 0.0% | +912.2% | 0.099% | |
| 2/4/2026 | Independent Advisor Alliance | 8,863 | $285K | 0.0% | -9.4% | 0.067% | |
| 2/3/2026 | F m Investments LLC | 40,366 | $1.29M | 0.0% | +13.1% | 0.307% | |
| 1/30/2026 | North Star Investment Management Corp. | 5,095 | $164K | 0.0% | N/A | 0.039% | |
| 1/30/2026 | FSA Wealth Partners Inc. | 72,473 | $2.33M | 0.8% | +108.6% | 0.562% | |
| 1/29/2026 | LFA Lugano Financial Advisors SA | 125,422 | $4.03M | 2.1% | +0.5% | 0.972% | |
| 1/29/2026 | UBS Group AG | 91,874 | $2.95M | 0.0% | +201.6% | 0.712% | |
| 1/28/2026 | Israel Discount Bank of New York | 114,358 | $3.67M | 10.0% | +77.7% | 0.886% | |
| 1/27/2026 | Davies Financial Advisors Inc. | 8,924 | $287K | 0.5% | -44.0% | 0.069% | |
| 1/27/2026 | Checchi Capital Advisers LLC | 705,423 | $22.65M | 1.2% | +1.0% | 5.468% | |
| 1/27/2026 | Lodestar Private Asset Management LLC | 562,633 | $18.07M | 1.8% | +10.8% | 4.361% | |
| 1/27/2026 | Mainstay Capital Management LLC ADV | 31,072 | $998K | 0.1% | -97.6% | 0.241% | |
| 1/26/2026 | AE Wealth Management LLC | 69,385 | $2.23M | 0.0% | -3.2% | 0.538% | |
| 1/23/2026 | Lam Group Inc. | 326,356 | $10.48M | 6.0% | +16.2% | 2.530% | |
| 1/23/2026 | Farther Finance Advisors LLC | 1,285,819 | $41.29M | 0.4% | +26.9% | 9.968% | |
| 1/23/2026 | Optima Capital LLC | 48,070 | $1.54M | 0.7% | N/A | 0.373% | |
| 1/23/2026 | Patten Group Inc. | 13,354 | $429K | 0.1% | +8.2% | 0.104% | |
| 1/23/2026 | Aspect Partners LLC | 63,458 | $2.04M | 0.9% | N/A | 0.492% | |
| 1/21/2026 | Rathbones Group PLC | 119,793 | $3.85M | 0.0% | -1.4% | 0.929% | |
| 1/20/2026 | Austin Private Wealth LLC | 6,792 | $218K | 0.0% | +7.4% | 0.054% | |
| 1/16/2026 | Tempus Wealth Planning LLC | 34,133 | $1.10M | 0.3% | -1.9% | 0.271% | |
| 1/15/2026 | Nilsine Partners LLC | 83,911 | $2.69M | 0.2% | +8.2% | 0.666% | |
| 1/1/2026 | JPMorgan Chase & Co. | 17,407 | $562K | 0.0% | -62.4% | 0.129% | |
| 12/10/2025 | Mainstay Capital Management LLC ADV | 1,299,805 | $41.97M | 4.2% | -61.9% | 9.628% | |
| 12/2/2025 | IFP Advisors Inc | 3,093 | $100K | 0.0% | +14.5% | 0.023% | |
| 11/18/2025 | Advisory Services Network LLC | 19,933 | $644K | 0.0% | +70.3% | 0.148% | |
| 11/17/2025 | NewEdge Advisors LLC | 3,645 | $118K | 0.0% | -20.4% | 0.027% | |
| 11/17/2025 | Susquehanna International Group LLP | 70,840 | $2.29M | 0.0% | N/A | 0.525% | |
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| 11/17/2025 | Sykon Capital LLC | 104,350 | $3.37M | 1.1% | -38.6% | 0.773% | |
| 11/17/2025 | Bank of America Corp DE | 238,041 | $7.69M | 0.0% | +84.7% | 1.763% | |
| 11/14/2025 | Raymond James Financial Inc. | 47,490 | $1.53M | 0.0% | +24.6% | 0.352% | |
| 11/14/2025 | Equitable Holdings Inc. | 15,833 | $511K | 0.0% | N/A | 0.117% | |
| 11/13/2025 | UBS Group AG | 30,462 | $984K | 0.0% | +153.2% | 0.226% | |
| 11/13/2025 | NerdWallet Wealth Partners LLC | 16,518 | $533K | 0.3% | N/A | 0.122% | |
| 11/13/2025 | Rathbones Group PLC | 121,453 | $3.92M | 0.0% | -13.2% | 0.900% | |
| 11/12/2025 | NewSquare Capital LLC | 245,863 | $7.94M | 0.5% | +4.3% | 1.821% | |
| 11/12/2025 | RPg Family Wealth Advisory LLC | 10,083 | $326K | 0.1% | -5.1% | 0.075% | |
| 11/12/2025 | Israel Discount Bank of New York | 64,365 | $2.08M | 6.2% | N/A | 0.477% | |