| 11/3/2026 | Parallel Advisors LLC | 2,088 | $121K | 0.0% | -13.4% | 0.060% | |
| 11/2/2026 | Kraematon Investment Advisors Inc. | 25,231 | $1.47M | 1.1% | -0.9% | 0.721% | |
| 11/2/2026 | Commonwealth Equity Services LLC | 23,732 | $1.38M | 0.0% | -96.6% | 0.678% | |
| 10/30/2026 | Integras Partners LLC | 25,053 | $1.46M | 0.8% | -0.9% | 0.716% | |
| 10/20/2026 | tru Independence LLC | 95,324 | $5.54M | 2.4% | +4.5% | 2.648% | |
| 9/9/2026 | Archford Capital Strategies LLC | 4,354 | $260K | 0.0% | +6.6% | 0.115% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 1,400 | $84K | 0.0% | N/A | 0.037% | |
| 8/23/2026 | Kraematon Investment Advisors Inc. | 25,461 | $1.52M | 1.1% | -17.4% | 0.670% | |
| 6/1/2026 | Flagship Wealth Advisors LLC | 1,200 | $66K | 0.0% | N/A | 0.030% | |
| 5/19/2026 | Bank of America Corp DE | 446,160 | $24.53M | 0.0% | +9.4% | 11.154% | |
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| 5/18/2026 | Royal Bank of Canada | 2,275 | $125K | 0.0% | -7.4% | 0.057% | |
| 5/13/2026 | Cetera Investment Advisers | 31,663 | $1.74M | 0.0% | -0.6% | 0.792% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 14,507 | $797K | 0.0% | -29.9% | 0.363% | |
| 5/7/2026 | Parallel Advisors LLC | 2,415 | $133K | 0.0% | +12.6% | 0.060% | |
| 5/5/2026 | Sigma Planning Corp | 5,847 | $321K | 0.0% | +10.2% | 0.146% | |
| 4/27/2026 | Osborne Partners Capital Management LLC | 263,029 | $14.46M | 0.8% | +14.7% | 6.576% | |
| 3/2/2026 | Sankala Group LLC | 783 | $50K | 0.0% | N/A | 0.019% | |
| 2/18/2026 | OLD Mission Capital LLC | 19,667 | $1.28M | 0.0% | +129.9% | 0.480% | |
| 2/17/2026 | Cetera Investment Advisers | 31,839 | $2.06M | 0.0% | -31.9% | 0.777% | |
| 2/17/2026 | Royal Bank of Canada | 2,458 | $159K | 0.0% | +8.0% | 0.060% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,821 | $118K | 0.0% | N/A | 0.044% | |
| 2/13/2026 | Quattro Advisors LLC | 25,392 | $1.65M | 1.3% | N/A | 0.619% | |
| 2/12/2026 | Jane Street Group LLC | 159,436 | $10.33M | 0.0% | +20.4% | 3.889% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 75,627 | $4.90M | 0.0% | -3.8% | 1.845% | |
| 2/12/2026 | Haven Private LLC | 41,831 | $2.71M | 1.2% | +4.9% | 1.020% | |
| 2/11/2026 | LPL Financial LLC | 138,053 | $8.95M | 0.0% | -10.8% | 3.367% | |
| 2/11/2026 | Parallel Advisors LLC | 2,145 | $139K | 0.0% | N/A | 0.052% | |
| 2/10/2026 | Dover Advisors LLC | 8,162 | $529K | 0.2% | -2.5% | 0.199% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 3,193 | $207K | 0.0% | +52.3% | 0.078% | |
| 2/6/2026 | Ignite Planners LLC | 8,710 | $534K | 0.1% | +173.0% | 0.212% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 20,707 | $1.34M | 0.0% | -2.0% | 0.505% | |
| 2/6/2026 | Larson Financial Group LLC | 8,179 | $530K | 0.0% | -48.1% | 0.199% | |
| 2/5/2026 | Western Wealth Management LLC | 4,636 | $300K | 0.0% | +10.6% | 0.113% | |
| 2/4/2026 | Aubrey Capital Management Ltd | 16,955 | $1.10M | 0.4% | +41.8% | 0.414% | |
| 1/30/2026 | Sigma Planning Corp | 5,308 | $344K | 0.0% | +7.2% | 0.129% | |
| 1/27/2026 | Osborne Partners Capital Management LLC | 229,351 | $14.86M | 0.8% | -1.5% | 5.594% | |
| 1/26/2026 | Merit Financial Group LLC | 12,013 | $779K | 0.0% | -16.1% | 0.293% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 13,447 | $872K | 0.1% | +1.8% | 0.328% | |
| 1/22/2026 | tru Independence LLC | 70,265 | $4.55M | 1.1% | +12.7% | 1.714% | |
| 1/21/2026 | Kraematon Investment Advisors Inc. | 33,119 | $2.15M | 1.7% | +0.8% | 0.808% | |
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| 1/6/2026 | WealthCare Investment Partners LLC | 20,393 | $1.33M | 0.4% | -15.8% | 0.463% | |
| 1/5/2026 | Miller Global Investments LLC | 4,117 | $267K | 0.2% | N/A | 0.094% | |
| 11/17/2025 | Susquehanna International Group LLP | 4,928 | $319K | 0.0% | -81.5% | 0.110% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 2,097 | $136K | 0.0% | +72.2% | 0.047% | |
| 11/17/2025 | Larson Financial Group LLC | 15,774 | $1.02M | 0.0% | -43.2% | 0.351% | |
| 11/17/2025 | Flow Traders U.S. LLC | 35,670 | $2.31M | 0.1% | +678.0% | 0.793% | |
| 11/17/2025 | Citadel Advisors LLC | 22,801 | $1.47M | 0.0% | -12.5% | 0.507% | |
| 11/17/2025 | Bank of America Corp DE | 388,375 | $25.11M | 0.0% | -7.2% | 8.631% | |
| 11/17/2025 | Ameriprise Financial Inc. | 12,184 | $788K | 0.0% | +1.9% | 0.271% | |
| 11/14/2025 | Raymond James Financial Inc. | 46,447 | $3.00M | 0.0% | -0.9% | 1.032% | |
| 11/13/2025 | UBS Group AG | 20,436 | $1.32M | 0.0% | -41.5% | 0.454% | |
| 11/7/2025 | Kraematon Investment Advisors Inc. | 32,866 | $2.13M | 1.8% | -6.4% | 0.730% | |
| 11/7/2025 | WealthCare Investment Partners LLC | 24,212 | $1.57M | 0.5% | -17.2% | 0.538% | |
| 11/7/2025 | Merit Financial Group LLC | 14,312 | $925K | 0.0% | -5.4% | 0.318% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 21,127 | $1.37M | 0.0% | -55.5% | 0.469% | |
| 11/6/2025 | Haven Private LLC | 39,865 | $2.58M | 1.1% | +6.8% | 0.886% | |
| 11/6/2025 | Cibc World Market Inc. | 6,800 | $440K | 0.0% | N/A | 0.151% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 5,556 | $359K | 0.0% | -12.6% | 0.123% | |
| 11/3/2025 | GPS Wealth Strategies Group LLC | 497 | $32K | 0.0% | +82.1% | 0.011% | |
| 10/30/2025 | Flagship Wealth Advisors LLC | 1,500 | $97K | 0.0% | +25.0% | 0.033% | |
| 10/30/2025 | Aubrey Capital Management Ltd | 11,955 | $773K | 0.2% | -14.3% | 0.266% | |
| 10/30/2025 | Osborne Partners Capital Management LLC | 232,823 | $15.06M | 0.8% | +0.3% | 5.174% | |
| 10/30/2025 | Migdal Insurance & Financial Holdings Ltd. | 4,280 | $277K | 0.0% | -67.8% | 0.095% | |
| 10/23/2025 | tru Independence LLC | 62,365 | $4.03M | 1.0% | +9.5% | 1.386% | |
| 10/23/2025 | Integras Partners LLC | 21,993 | $1.42M | 1.1% | -3.4% | 0.489% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 78,583 | $5.08M | 0.0% | -14.0% | 1.746% | |
| 10/20/2025 | Merit Financial Group LLC | 14,311 | $925K | 0.0% | -5.4% | 0.318% | |
| 10/17/2025 | Archford Capital Strategies LLC | 3,397 | $220K | 0.0% | +6.9% | 0.075% | |
| 9/4/2025 | Osaic Holdings Inc. | 24,598 | $1.60M | 0.0% | +453.4% | 0.502% | |
| 8/15/2025 | Bank of America Corp DE | 418,664 | $27.16M | 0.0% | -4.1% | 8.544% | |
| 8/15/2025 | Ameriprise Financial Inc. | 11,959 | $776K | 0.0% | -1.7% | 0.244% | |
| 8/14/2025 | Jane Street Group LLC | 57,126 | $3.71M | 0.0% | -80.7% | 1.166% | |
| 8/13/2025 | Flow Traders U.S. LLC | 4,585 | $297K | 0.0% | N/A | 0.094% | |
| 8/13/2025 | Cresset Asset Management LLC | 3,732 | $242K | 0.0% | -34.8% | 0.076% | |
| 8/13/2025 | Marshall Wace LLP | 4,567 | $296K | 0.0% | +20.6% | 0.093% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 8,455 | $549K | 0.0% | +12.0% | 0.173% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,218 | $79K | 0.0% | +366.7% | 0.025% | |
| 8/8/2025 | Cetera Investment Advisers | 33,504 | $2.17M | 0.0% | +2.6% | 0.677% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 47,437 | $3.08M | 0.0% | -12.5% | 0.958% | |
| 8/4/2025 | Haven Private LLC | 37,340 | $2.42M | 1.1% | +75.8% | 0.754% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 6,359 | $413K | 0.0% | -49.3% | 0.128% | |
| 7/29/2025 | Lyell Wealth Management LP | 4,512 | $293K | 0.0% | N/A | 0.091% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 13,220 | $858K | 0.1% | +39.8% | 0.264% | |
| 7/23/2025 | Ignite Planners LLC | 3,251 | $208K | 0.0% | N/A | 0.066% | |
| 7/22/2025 | Kraematon Investment Advisors Inc. | 35,116 | $2.28M | 2.1% | -1.9% | 0.702% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 29,600 | $1.92M | 0.0% | N/A | 0.592% | |
| 7/17/2025 | Archford Capital Strategies LLC | 3,179 | $206K | 0.0% | -19.9% | 0.064% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 29,258 | $1.90M | 0.7% | -29.4% | 0.591% | |
| 7/8/2025 | Dover Advisors LLC | 8,370 | $543K | 0.2% | N/A | 0.169% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 900 | $54K | 0.0% | +200.0% | 0.018% | |
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| 5/19/2025 | Jane Street Group LLC | 296,679 | $17.66M | 0.0% | +236.6% | 6.055% | |
| 5/15/2025 | OLD Mission Capital LLC | 131,144 | $7.81M | 0.1% | +43.6% | 2.676% | |
| 5/14/2025 | Jane Street Group LLC | 296,679 | $17.66M | 0.0% | +236.6% | 6.055% | |
| 5/13/2025 | Cresset Asset Management LLC | 5,723 | $341K | 0.0% | +50.0% | 0.117% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 28,223 | $1.68M | 0.0% | +284.5% | 0.576% | |
| 5/9/2025 | Haven Private LLC | 21,242 | $1.27M | 0.7% | +22.4% | 0.434% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 54,237 | $3.23M | 0.0% | -22.6% | 1.107% | |
| 5/7/2025 | LPL Financial LLC | 127,651 | $7.60M | 0.0% | -22.4% | 2.605% | |
| 5/7/2025 | Drive Wealth Management LLC | 3,769 | $224K | 0.1% | N/A | 0.077% | |
| 5/6/2025 | Cetera Investment Advisers | 32,655 | $1.94M | 0.0% | +3.8% | 0.666% | |