| 7/17/2026 | Farther Finance Advisors LLC | 1,331 | $67K | 0.0% | -32.2% | 0.002% | |
| 7/16/2026 | Klaas Financial Asset Advisors LLC | 475,930 | $23.82M | 3.0% | +5.8% | 0.864% | |
| 7/7/2026 | CoreCap Advisors LLC | 131,988 | $6.61M | 0.2% | -23.5% | 0.243% | |
| 5/19/2026 | Strategic Investment Advisors MI | 4,164 | $207K | 0.0% | N/A | 0.008% | |
| 5/16/2026 | Mittelman Wealth Management | 180,799 | $8.97M | 5.6% | +22.5% | 0.340% | |
| 5/5/2026 | Bank of New York Mellon Corp | 425,561 | $21.12M | 0.0% | -2.9% | 0.801% | |
| 4/27/2026 | Sound Income Strategies LLC | 4,709 | $233K | 0.0% | -7.3% | 0.009% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 119,067 | $5.91M | 0.0% | -3.4% | 0.226% | |
| 2/17/2026 | Hilltop Holdings Inc. | 24,233 | $1.22M | 0.1% | N/A | 0.044% | |
| 2/13/2026 | Arkadios Wealth Advisors | 4,425 | $223K | 0.0% | -7.8% | 0.008% | |
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| 2/12/2026 | Titleist Asset Management LLC | 76,132 | $3.84M | 0.3% | +49.8% | 0.139% | |
| 2/11/2026 | NYL Investors LLC | 396,152 | $19.99M | 6.8% | +1.8% | 0.723% | |
| 2/11/2026 | Motley Fool Wealth Management LLC | 203,302 | $10.26M | 0.8% | -12.0% | 0.371% | |
| 2/11/2026 | JPMorgan Chase & Co. | 293,932 | $14.83M | 0.0% | -25.5% | 0.536% | |
| 2/11/2026 | SlateStone Wealth LLC | 62,439 | $3.15M | 0.3% | -5.1% | 0.114% | |
| 2/10/2026 | Bank of New York Mellon Corp | 438,254 | $22.11M | 0.0% | -20.4% | 0.800% | |
| 2/9/2026 | Allstate Corp | 96,842 | $4.89M | 0.1% | +67.1% | 0.177% | |
| 2/6/2026 | Cullen Frost Bankers Inc. | 6,788 | $342K | 0.0% | N/A | 0.012% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 1,595 | $80K | 0.0% | +158.5% | 0.003% | |
| 2/5/2026 | RiverFront Investment Group LLC | 801,697 | $40.45M | 0.7% | +6.2% | 1.463% | |
| 2/5/2026 | Grey Ledge Advisors LLC | 6,689 | $337K | 0.1% | +842.1% | 0.012% | |
| 2/2/2026 | Horizon Investments LLC | 517,742 | $26.12M | 0.3% | +1.5% | 0.941% | |
| 1/30/2026 | Archer Investment Corp | 14,163 | $715K | 0.2% | +2,744.0% | 0.026% | |
| 1/28/2026 | Meadow Creek Wealth Advisors LLC | 5,826 | $294K | 0.2% | -9.4% | 0.010% | |
| 1/27/2026 | Klaas Financial Asset Advisors LLC | 233,778 | $11.79M | 1.7% | +5.1% | 0.419% | |
| 1/23/2026 | Farther Finance Advisors LLC | 14,509 | $732K | 0.0% | +220.3% | 0.026% | |
| 1/21/2026 | Carolina Wealth Advisors LLC | 3,172 | $160K | 0.1% | -7.2% | 0.006% | |
| 1/21/2026 | Sound Income Strategies LLC | 5,082 | $258K | 0.0% | -12.6% | 0.009% | |
| 1/13/2026 | CoreCap Advisors LLC | 107,338 | $5.42M | 0.2% | +8.4% | 0.193% | |
| 1/5/2026 | Horizons Wealth Management | 4,283 | $216K | 0.1% | +19.2% | 0.008% | |
| 1/1/2026 | JPMorgan Chase & Co. | 394,444 | $20.33M | 0.0% | +37.0% | 0.766% | |
| 11/19/2025 | Sunbelt Securities Inc. | 505 | $26K | 0.0% | -45.3% | 0.001% | |
| 11/17/2025 | Mittelman Wealth Management | 142,261 | $7.33M | 4.8% | +0.2% | 0.276% | |
| 11/17/2025 | United Capital Financial Advisors LLC | 17,552 | $905K | 0.0% | -4.7% | 0.034% | |
| 11/17/2025 | Flow Traders U.S. LLC | 12,065 | $622K | 0.0% | -62.4% | 0.023% | |
| 11/17/2025 | Ameriprise Financial Inc. | 853,630 | $43.99M | 0.0% | -9.6% | 1.658% | |
| 11/14/2025 | Horizon Investments LLC | 509,865 | $26.06M | 0.3% | +1.5% | 0.990% | |
| 11/13/2025 | Parallel Advisors LLC | 3,588 | $185K | 0.0% | +16.2% | 0.007% | |
| 11/7/2025 | JPMorgan Chase & Co. | 394,444 | $20.33M | 0.0% | +37.0% | 0.766% | |
| 11/5/2025 | SlateStone Wealth LLC | 65,770 | $3.39M | 0.3% | -46.9% | 0.128% | |
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| 11/5/2025 | Titleist Asset Management LLC | 50,838 | $2.62M | 0.2% | +5.3% | 0.099% | |
| 11/5/2025 | Vantage Financial Partners LLC | 11,808 | $609K | 0.1% | -36.5% | 0.023% | |
| 11/4/2025 | NYL Investors LLC | 389,186 | $20.06M | 6.6% | +0.7% | 0.754% | |
| 11/4/2025 | Jones Financial Companies Lllp | 28,147 | $1.45M | 0.0% | +59.7% | 0.055% | |
| 11/4/2025 | FDx Advisors Inc. | 13,989 | $719K | 0.2% | -9.7% | 0.027% | |
| 10/29/2025 | Allstate Corp | 57,954 | $2.99M | 0.1% | +110.5% | 0.113% | |
| 10/22/2025 | CoreCap Advisors LLC | 98,988 | $5.10M | 0.2% | +66.2% | 0.189% | |
| 10/20/2025 | Klaas Financial Asset Advisors LLC | 222,529 | $11.47M | 1.7% | +1.7% | 0.423% | |
| 10/14/2025 | Farther Finance Advisors LLC | 4,530 | $233K | 0.0% | -9.3% | 0.009% | |
| 10/10/2025 | Sound Income Strategies LLC | 5,817 | $298K | 0.0% | +41.1% | 0.011% | |
| 10/7/2025 | Carolina Wealth Advisors LLC | 3,419 | $176K | 0.1% | -97.3% | 0.007% | |
| 8/15/2025 | Ameriprise Financial Inc. | 944,400 | $47.42M | 0.0% | -41.3% | 1.959% | |
| 8/13/2025 | Flow Traders U.S. LLC | 32,105 | $1.61M | 0.1% | N/A | 0.067% | |
| 8/13/2025 | NYL Investors LLC | 386,496 | $19.41M | 5.3% | +1.4% | 0.802% | |
| 8/12/2025 | SlateStone Wealth LLC | 123,819 | $6.22M | 0.6% | -12.7% | 0.257% | |
| 8/12/2025 | RiverFront Investment Group LLC | 722,370 | $36.27M | 0.7% | -61.5% | 1.499% | |
| 8/12/2025 | Titleist Asset Management LLC | 48,281 | $2.42M | 0.2% | -2.5% | 0.100% | |
| 8/12/2025 | Archer Investment Corp | 498 | $25K | 0.0% | N/A | 0.001% | |
| 8/12/2025 | JPMorgan Chase & Co. | 287,842 | $14.45M | 0.0% | -22.4% | 0.597% | |
| 8/8/2025 | Mittelman Wealth Management | 141,922 | $7.13M | 6.0% | -6.2% | 0.294% | |
| 8/6/2025 | First Horizon Advisors Inc. | 1,393 | $70K | 0.0% | -31.5% | 0.003% | |
| 8/5/2025 | Bank of New York Mellon Corp | 749,465 | $37.63M | 0.0% | +9.9% | 1.555% | |
| 8/4/2025 | Arkadios Wealth Advisors | 4,668 | $234K | 0.0% | N/A | 0.010% | |
| 8/1/2025 | Motley Fool Wealth Management LLC | 255,261 | $12.82M | 0.8% | N/A | 0.528% | |
| 7/25/2025 | Richardson Financial Services Inc. | 3,720 | $187K | 0.1% | +50.2% | 0.008% | |
| 7/23/2025 | ETF Portfolio Partners Inc. | 7,130 | $358K | 0.1% | N/A | 0.015% | |
| 7/23/2025 | RMG Wealth Management LLC | 700 | $34K | 0.0% | N/A | 0.001% | |
| 7/22/2025 | Carolina Wealth Advisors LLC | 126,888 | $6.37M | 3.1% | -5.5% | 0.269% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 117,259 | $5.89M | 0.0% | -54.4% | 0.248% | |
| 7/16/2025 | ORG Partners LLC | 8,215 | $413K | 0.1% | -44.5% | 0.017% | |
| 7/15/2025 | GSB Wealth Management LLC | 666 | $33K | 0.0% | -56.5% | 0.001% | |
| 7/11/2025 | Farther Finance Advisors LLC | 4,997 | $251K | 0.0% | -32.2% | 0.011% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 218,809 | $10.99M | 1.7% | +2.4% | 0.461% | |
| 7/8/2025 | Parallel Advisors LLC | 3,088 | $155K | 0.0% | +111.5% | 0.007% | |
| 7/7/2025 | Horizons Wealth Management | 3,545 | $178K | 0.1% | +8.3% | 0.007% | |
| 5/16/2025 | Jones Financial Companies Lllp | 210,768 | $10.59M | 0.0% | +2,208.3% | 0.419% | |
| 5/15/2025 | Titleist Asset Management LLC | 49,530 | $2.49M | 0.3% | +5.6% | 0.098% | |
| 5/15/2025 | OLD Mission Capital LLC | 48,006 | $2.41M | 0.0% | N/A | 0.095% | |
| 5/14/2025 | Allstate Corp | 214,917 | $10.80M | 0.3% | +16.1% | 0.427% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,609,795 | $80.87M | 0.0% | +32.5% | 3.200% | |
| 5/13/2025 | Horizon Investments LLC | 346,721 | $17.26M | 0.5% | +3.4% | 0.689% | |
| 5/8/2025 | SlateStone Wealth LLC | 141,786 | $7.12M | 0.7% | -4.1% | 0.282% | |
| 5/7/2025 | NYL Investors LLC | 381,000 | $19.14M | 1.2% | +1.0% | 0.757% | |
| 5/7/2025 | Vantage Financial Partners LLC | 21,615 | $1.09M | 0.3% | -61.2% | 0.043% | |
| 5/1/2025 | FDx Advisors Inc. | 15,694 | $788K | 0.3% | -2.8% | 0.031% | |
| 4/29/2025 | Bank of New York Mellon Corp | 682,206 | $34.27M | 0.0% | +25.9% | 1.268% | |
| 4/24/2025 | Sunbelt Securities Inc. | 505 | $25K | 0.0% | -45.3% | 0.001% | |
| 4/24/2025 | Carolina Wealth Advisors LLC | 134,333 | $6.75M | 3.6% | +4.7% | 0.250% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 213,585 | $10.73M | 1.8% | +3.2% | 0.397% | |
| 4/23/2025 | Bessemer Group Inc. | 822 | $41K | 0.0% | N/A | 0.002% | |
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| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 25,094 | $1.26M | 0.0% | -79.4% | 0.047% | |
| 4/21/2025 | ORG Partners LLC | 14,805 | $744K | 0.2% | -1.7% | 0.028% | |
| 4/18/2025 | GSB Wealth Management LLC | 1,530 | $77K | 0.0% | -96.8% | 0.003% | |
| 4/17/2025 | NBT Bank N A NY | 7,755 | $390K | 0.0% | -12.3% | 0.014% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 257,111 | $12.92M | 0.0% | +0.4% | 0.478% | |
| 4/15/2025 | Noble Wealth Management PBC | 19,220 | $965K | 0.7% | -17.9% | 0.036% | |
| 4/14/2025 | Farther Finance Advisors LLC | 7,371 | $370K | 0.0% | -83.8% | 0.014% | |
| 4/8/2025 | Parallel Advisors LLC | 1,460 | $73K | 0.0% | +284.2% | 0.003% | |
| 4/7/2025 | GAMMA Investing LLC | 5,927 | $298K | 0.0% | +4,922.9% | 0.011% | |
| 2/18/2025 | Mittelman Wealth Management | 155,523 | $7.68M | 7.1% | -57.0% | 0.353% | |