| 5/22/2026 | Verus Capital Partners LLC | 1,649 | $206K | 0.0% | N/A | 0.014% | |
| 5/19/2026 | Western Wealth Management LLC | 748 | $94K | 0.0% | N/A | 0.007% | |
| 5/19/2026 | Bank of America Corp DE | 91,669 | $11.46M | 0.0% | +51.1% | 0.806% | |
| 5/19/2026 | Centaurus Financial Inc. | 13,268 | $1.66M | 0.1% | +34.2% | 0.117% | |
| 5/13/2026 | Cetera Investment Advisers | 85,050 | $10.63M | 0.0% | +7.8% | 0.747% | |
| 5/6/2026 | Gryphon Financial Partners LLC | 139,630 | $17.46M | 1.8% | +2,790.9% | 1.227% | |
| 5/6/2026 | Goodman Financial Corp | 14,468 | $1.81M | 0.3% | -0.5% | 0.127% | |
| 5/5/2026 | Ethos Financial Group LLC | 6,843 | $856K | 0.1% | +1.9% | 0.060% | |
| 5/2/2026 | International Assets Investment Management LLC | 704 | $89K | 0.0% | +304.6% | 0.006% | |
| 5/1/2026 | Conning Inc. | 7,552 | $944K | 0.0% | +11.3% | 0.066% | |
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| 4/30/2026 | Kestra Advisory Services LLC | 64,402 | $8.05M | 0.0% | +1.0% | 0.566% | |
| 4/29/2026 | Montag A & Associates Inc. | 10,116 | $1.27M | 0.1% | -10.5% | 0.089% | |
| 4/27/2026 | Private Advisor Group LLC | 15,681 | $1.96M | 0.0% | +12.3% | 0.138% | |
| 4/25/2026 | Keybank National Association OH | 32,956 | $4.12M | 0.0% | +4.2% | 0.290% | |
| 4/23/2026 | Summit Investment Advisory Services LLC | 1,601 | $200K | 0.1% | N/A | 0.014% | |
| 4/23/2026 | Balanced Wealth Group LLC | 3,924 | $491K | 0.2% | +71.9% | 0.034% | |
| 4/23/2026 | Drucker Wealth 3.0 LLC | 36,641 | $4.58M | 0.8% | +0.2% | 0.322% | |
| 4/23/2026 | North Star Investment Management Corp. | 217 | $27K | 0.0% | +112.7% | 0.002% | |
| 4/22/2026 | FWG Investments LLC. | 2,031 | $254K | 0.2% | N/A | 0.018% | |
| 4/21/2026 | GHP Investment Advisors Inc. | 3,447 | $431K | 0.0% | N/A | 0.030% | |
| 4/18/2026 | Integrated Capital Management LLC | 5,993 | $749K | 0.3% | -81.2% | 0.053% | |
| 4/17/2026 | Krilogy Financial LLC | 2,731 | $365K | 0.0% | N/A | 0.024% | |
| 4/16/2026 | Stephen J. Garry & Associates LLC | 37,190 | $4.65M | 3.7% | +1.4% | 0.327% | |
| 4/16/2026 | Baron Wealth Management LLC | 50,414 | $6.30M | 1.9% | +72.4% | 0.443% | |
| 3/9/2026 | Corient Private Wealth LLC | 7,642 | $919K | 0.0% | +35.4% | 0.068% | |
| 2/25/2026 | Tempo Wealth LLC | 5,483 | $659K | 0.1% | N/A | 0.049% | |
| 2/25/2026 | MidFirst Bank | 14,406 | $1.73M | 0.1% | N/A | 0.129% | |
| 2/19/2026 | Corient Private Wealth LLC | 3,850 | $463K | 0.0% | -31.8% | 0.034% | |
| 2/18/2026 | Ameriflex Group Inc. | 895 | $108K | 0.1% | -58.4% | 0.008% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 4,614 | $555K | 0.0% | -24.6% | 0.041% | |
| 2/18/2026 | Veratis Advisors Inc. | 13,181 | $1.71M | 1.4% | N/A | 0.118% | |
| 2/18/2026 | Crusonia Wealth Advisors LLC | 3,698 | $445K | 0.1% | N/A | 0.033% | |
| 2/17/2026 | AQR Capital Management LLC | 4,155 | $499K | 0.0% | N/A | 0.037% | |
| 2/17/2026 | Cetera Investment Advisers | 78,891 | $9.48M | 0.0% | +0.2% | 0.704% | |
| 2/17/2026 | Equitable Holdings Inc. | 7,572 | $910K | 0.0% | -3.7% | 0.068% | |
| 2/17/2026 | Osaic Holdings Inc. | 8,172 | $983K | 0.0% | +11.0% | 0.073% | |
| 2/17/2026 | Royal Bank of Canada | 19,435 | $2.34M | 0.0% | +2.7% | 0.174% | |
| 2/16/2026 | MML Investors Services LLC | 8,035 | $966K | 0.0% | -5.4% | 0.072% | |
| 2/16/2026 | Mariner LLC | 636,389 | $76.49M | 0.1% | +0.9% | 5.682% | |
| 2/16/2026 | ES4 LLC | 12,075 | $1.45M | 1.0% | N/A | 0.108% | |
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| 2/16/2026 | Arax Advisory Partners | 597 | $72K | 0.0% | N/A | 0.005% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 3,106 | $373K | 0.0% | -4.5% | 0.028% | |
| 2/13/2026 | Kestra Advisory Services LLC | 63,772 | $7.67M | 0.0% | +2.4% | 0.569% | |
| 2/13/2026 | Stifel Financial Corp | 30,681 | $3.69M | 0.0% | +4.6% | 0.274% | |
| 2/13/2026 | Commerce Bank | 7,044 | $847K | 0.0% | +1.2% | 0.063% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 956 | $115K | 0.0% | N/A | 0.009% | |
| 2/12/2026 | Jane Street Group LLC | 1,680 | $202K | 0.0% | N/A | 0.015% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 12,733 | $1.53M | 0.0% | -5.6% | 0.114% | |
| 2/12/2026 | Moneta Group Investment Advisors LLC | 172,656 | $20.75M | 0.2% | +15.4% | 1.542% | |
| 2/12/2026 | Compass Capital Corp MA ADV | 1,617 | $211K | 0.1% | N/A | 0.014% | |
| 2/11/2026 | LPL Financial LLC | 139,976 | $16.83M | 0.0% | -10.6% | 1.250% | |
| 2/11/2026 | JPMorgan Chase & Co. | 38,930 | $4.68M | 0.0% | -11.4% | 0.348% | |
| 2/10/2026 | Cibc World Market Inc. | 13,453 | $1.62M | 0.0% | +43.9% | 0.120% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 7,197 | $865K | 0.0% | +11.8% | 0.064% | |
| 2/10/2026 | Peapack Gladstone Financial Corp | 71,464 | $8.59M | 0.1% | +365.4% | 0.638% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 33,184 | $3.99M | 0.0% | +9.7% | 0.296% | |
| 2/10/2026 | Savant Capital LLC | 25,080 | $3.02M | 0.0% | -0.6% | 0.224% | |
| 2/10/2026 | Godfrey Financial Associates Inc. | 963 | $126K | 0.1% | N/A | 0.009% | |
| 2/10/2026 | MidAtlantic Capital Management Inc. | 1,833 | $220K | 0.1% | -50.2% | 0.016% | |
| 2/9/2026 | Valued Retirements Inc. | 2,266 | $272K | 0.3% | -5.7% | 0.020% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 13,728 | $1.65M | 0.0% | -11.9% | 0.123% | |
| 2/9/2026 | Harbour Investments Inc. | 44,929 | $5.40M | 0.1% | +3.3% | 0.401% | |
| 2/6/2026 | HighTower Advisors LLC | 12,919 | $1.55M | 0.0% | -15.8% | 0.115% | |
| 2/6/2026 | VSM Wealth Advisory LLC | 1,956 | $235K | 0.1% | N/A | 0.017% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 17,682 | $2.13M | 0.0% | N/A | 0.158% | |
| 2/5/2026 | Conning Inc. | 6,787 | $816K | 0.0% | +6.9% | 0.061% | |
| 2/5/2026 | Allworth Financial LP | 32,052 | $3.85M | 0.0% | +0.5% | 0.286% | |
| 2/4/2026 | ESG Planning DBA Harper Investing | 35,671 | $4.29M | 1.8% | +31.8% | 0.318% | |
| 2/4/2026 | Meridian Wealth Management LLC | 4,570 | $549K | 0.0% | +2.7% | 0.041% | |
| 2/3/2026 | Drucker Wealth 3.0 LLC | 36,550 | $4.39M | 0.8% | +5.7% | 0.326% | |
| 2/3/2026 | LJI Wealth Management LLC | 117,236 | $14.09M | 2.1% | +4.5% | 1.047% | |
| 2/3/2026 | BOKF NA | 411 | $49K | 0.0% | N/A | 0.004% | |
| 2/3/2026 | Garner Asset Management Corp | 292 | $35K | 0.0% | N/A | 0.003% | |
| 2/2/2026 | Composition Wealth LLC | 56,246 | $6.76M | 0.1% | -0.2% | 0.502% | |
| 1/30/2026 | Keybank National Association OH | 31,617 | $3.80M | 0.0% | +5.8% | 0.282% | |
| 1/29/2026 | UBS Group AG | 87,448 | $10.51M | 0.0% | -2.7% | 0.781% | |
| 1/27/2026 | Round Rock Advisors LLC | 5,901 | $709K | 0.1% | -8.3% | 0.053% | |
| 1/27/2026 | Stordahl Capital Management Inc. | 144,668 | $17.39M | 3.6% | -0.1% | 1.292% | |
| 1/26/2026 | Integrated Capital Management LLC | 31,902 | $3.84M | 1.6% | +2.8% | 0.285% | |
| 1/23/2026 | Octavia Wealth Advisors LLC | 134,235 | $16.14M | 1.5% | -9.7% | 1.199% | |
| 1/20/2026 | Ethos Financial Group LLC | 6,715 | $807K | 0.1% | N/A | 0.060% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 2,024 | $243K | 0.0% | -6.5% | 0.018% | |
| 1/16/2026 | Stephen J. Garry & Associates LLC | 36,691 | $4.41M | 3.5% | -1.0% | 0.328% | |
| 1/14/2026 | Nova Wealth Management Inc. | 1,286 | $155K | 0.1% | -13.7% | 0.011% | |
| 1/14/2026 | Baron Wealth Management LLC | 29,250 | $3.52M | 1.1% | N/A | 0.261% | |
| 1/12/2026 | Rialto Wealth Management LLC | 2,350 | $282K | 0.1% | -14.4% | 0.021% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 5,282 | $666K | 0.0% | -14.4% | 0.047% | |
| 1/8/2026 | Gryphon Financial Partners LLC | 4,830 | $581K | 0.1% | N/A | 0.043% | |
| 1/6/2026 | Clark Financial Services Group Inc. BD | 35,785 | $4.43M | 2.4% | -4.1% | 0.320% | |
| 1/5/2026 | GoalVest Advisory LLC | 1,415 | $170K | 0.0% | N/A | 0.013% | |
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| 1/1/2026 | JPMorgan Chase & Co. | 43,923 | $5.25M | 0.0% | +19.7% | 0.389% | |
| 11/21/2025 | CIBC Bancorp USA Inc. | 5,718 | $683K | 0.0% | N/A | 0.051% | |
| 11/18/2025 | Advisory Services Network LLC | 1,022 | $122K | 0.0% | N/A | 0.009% | |
| 11/17/2025 | NewEdge Advisors LLC | 2,247 | $268K | 0.0% | N/A | 0.020% | |
| 11/17/2025 | Susquehanna International Group LLP | 15,914 | $1.90M | 0.0% | +56.7% | 0.141% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 30,248 | $3.61M | 0.0% | +8.3% | 0.268% | |
| 11/17/2025 | Mariner LLC | 630,639 | $75.35M | 0.1% | -8.8% | 5.591% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 6,123 | $732K | 0.0% | -26.2% | 0.054% | |
| 11/17/2025 | Moneta Group Investment Advisors LLC | 149,625 | $17.88M | 0.1% | +16.1% | 1.326% | |
| 11/17/2025 | Citadel Advisors LLC | 15,961 | $1.91M | 0.0% | +201.5% | 0.141% | |