| 5/5/2026 | Sanctuary Advisors LLC | 18,394 | $547K | 0.0% | +17.4% | 0.057% | |
| 4/30/2026 | Kestra Advisory Services LLC | 41,439 | $1.23M | 0.0% | +36.8% | 0.130% | |
| 4/27/2026 | Baer Investment Advisory LLC | 85,805 | $2.55M | 0.3% | N/A | 0.270% | |
| 4/27/2026 | Private Advisor Group LLC | 69,865 | $2.08M | 0.0% | +29.7% | 0.220% | |
| 4/23/2026 | Apollon Wealth Management LLC | 14,293 | $425K | 0.0% | N/A | 0.045% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 44,465 | $1.32M | 0.0% | N/A | 0.141% | |
| 4/22/2026 | River Street Advisors LLC | 701,739 | $20.86M | 7.0% | +9.1% | 2.228% | |
| 4/21/2026 | OLD Second National Bank of Aurora | 1,385,288 | $41.17M | 8.5% | +0.9% | 4.398% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 1,049,543 | $31.19M | 0.4% | +4.4% | 3.332% | |
| 4/20/2026 | Provenance Wealth Advisors LLC | 4,954 | $147K | 0.0% | N/A | 0.016% | |
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| 4/16/2026 | Baron Wealth Management LLC | 974,446 | $28.96M | 8.7% | -0.4% | 3.133% | |
| 2/18/2026 | NewEdge Advisors LLC | 313,086 | $9.53M | 0.0% | +11.8% | 1.262% | |
| 2/18/2026 | OLD Mission Capital LLC | 18,534 | $564K | 0.0% | -6.3% | 0.075% | |
| 2/18/2026 | Gotham Asset Management LLC | 9,422 | $287K | 0.0% | N/A | 0.038% | |
| 2/17/2026 | Cetera Investment Advisers | 614,485 | $18.71M | 0.0% | +30.2% | 2.478% | |
| 2/17/2026 | Mars Jewett Financial Group Inc. | 79,234 | $2.53M | 0.8% | N/A | 0.319% | |
| 2/17/2026 | &PARTNERS | 9,539 | $290K | 0.0% | +18.2% | 0.038% | |
| 2/17/2026 | Royal Bank of Canada | 396,444 | $12.07M | 0.0% | +13.3% | 1.599% | |
| 2/16/2026 | Mariner LLC | 171,499 | $5.22M | 0.0% | +25.9% | 0.692% | |
| 2/16/2026 | Integrity Financial Corp WA | 155,935 | $4.75M | 2.4% | +1.6% | 0.629% | |
| 2/13/2026 | Kestra Advisory Services LLC | 30,291 | $922K | 0.0% | +50.9% | 0.122% | |
| 2/13/2026 | Stifel Financial Corp | 277,840 | $8.46M | 0.0% | +42.2% | 1.120% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 22,867 | $696K | 0.0% | -93.4% | 0.092% | |
| 2/12/2026 | Jane Street Group LLC | 75,593 | $2.30M | 0.0% | -76.4% | 0.305% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 262,482 | $7.99M | 0.0% | +65.7% | 1.058% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 31,079 | $946K | 0.0% | -2.5% | 0.125% | |
| 2/11/2026 | Capital Analysts LLC | 675,557 | $20.57M | 0.6% | +26.5% | 2.724% | |
| 2/11/2026 | LPL Financial LLC | 1,386,772 | $42.23M | 0.0% | +49.2% | 5.592% | |
| 2/11/2026 | Greykasell Wealth Strategies Inc. | 75,908 | $2.31M | 0.9% | +1.0% | 0.306% | |
| 2/11/2026 | Spectrum Wealth Advisory Group LLC | 319,738 | $9.74M | 3.6% | N/A | 1.289% | |
| 2/10/2026 | Natixis Advisors LLC | 76,297 | $2.32M | 0.0% | +120.7% | 0.308% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 6,712 | $204K | 0.0% | N/A | 0.027% | |
| 2/6/2026 | Flaharty Asset Management LLC | 205,262 | $6.25M | 0.8% | N/A | 0.828% | |
| 2/5/2026 | Soltis Investment Advisors LLC | 427,146 | $13.01M | 0.8% | +5.4% | 1.722% | |
| 2/4/2026 | Moneco Advisors LLC | 15,003 | $457K | 0.0% | +24.1% | 0.061% | |
| 2/2/2026 | Truist Financial Corp | 31,375 | $955K | 0.0% | +8.7% | 0.127% | |
| 2/2/2026 | Benjamin Edwards Inc. | 28,981 | $882K | 0.0% | +8.7% | 0.117% | |
| 1/29/2026 | D.A. Davidson & CO. | 22,811 | $695K | 0.0% | -6.4% | 0.092% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 1,005,457 | $30.62M | 0.4% | +5.1% | 4.071% | |
| 1/29/2026 | Sanctuary Advisors LLC | 15,669 | $477K | 0.0% | -34.9% | 0.063% | |
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| 1/28/2026 | Walleye Partners LLC | 8,200 | $250K | 0.3% | N/A | 0.033% | |
| 1/27/2026 | OLD Second National Bank of Aurora | 1,372,537 | $41.79M | 8.4% | +2.1% | 5.557% | |
| 1/26/2026 | River Street Advisors LLC | 643,358 | $19.59M | 7.3% | +3.9% | 2.605% | |
| 1/26/2026 | Boyum Wealth Architects LLC | 30,481 | $950K | 0.4% | +51.0% | 0.123% | |
| 1/26/2026 | Northwest Capital Management Inc | 2,427 | $74K | 0.3% | N/A | 0.010% | |
| 1/26/2026 | CWM LLC | 2,427 | $74K | 0.0% | N/A | 0.010% | |
| 1/26/2026 | Annex Advisory Services LLC | 3,001,089 | $91.38M | 1.7% | +7.6% | 12.150% | |
| 1/23/2026 | JM2 Capital Inc. | 7,051 | $215K | 0.2% | N/A | 0.029% | |
| 1/23/2026 | Smith Moore & CO. | 20,906 | $637K | 0.0% | -18.7% | 0.085% | |
| 1/15/2026 | Victory Financial Group LLC | 85,286 | $2.60M | 0.3% | N/A | 0.347% | |
| 1/14/2026 | Baron Wealth Management LLC | 978,004 | $29.78M | 9.2% | +2.2% | 4.162% | |
| 1/12/2026 | DAVENPORT & Co LLC | 193,369 | $5.89M | 0.0% | +5.1% | 0.823% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 956,217 | $28.25M | 0.4% | -1.0% | 5.312% | |
| 11/17/2025 | NewEdge Advisors LLC | 279,923 | $8.27M | 0.0% | N/A | 1.555% | |
| 11/17/2025 | Mariner LLC | 136,207 | $4.02M | 0.0% | N/A | 0.757% | |
| 11/17/2025 | Morgan Dempsey Capital Management LLC | 2,954 | $87K | 0.0% | +54.2% | 0.016% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 347,203 | $10.26M | 0.1% | +9.0% | 1.929% | |
| 11/17/2025 | Citadel Advisors LLC | 91,579 | $2.71M | 0.0% | N/A | 0.509% | |
| 11/14/2025 | Raymond James Financial Inc. | 1,745,894 | $51.57M | 0.0% | +157.2% | 9.699% | |
| 11/13/2025 | Private Advisor Group LLC | 28,329 | $837K | 0.0% | N/A | 0.157% | |
| 11/13/2025 | Natixis Advisors LLC | 34,565 | $1.02M | 0.0% | N/A | 0.192% | |
| 11/12/2025 | Smith Moore & CO. | 25,706 | $759K | 0.1% | -1.7% | 0.143% | |
| 11/6/2025 | Lynx Investment Advisory | 7,000 | $207K | 0.1% | N/A | 0.039% | |
| 11/6/2025 | Integrity Financial Corp WA | 153,493 | $4.53M | 2.2% | +17.5% | 0.853% | |
| 11/5/2025 | MONECO Advisors LLC | 12,089 | $357K | 0.0% | N/A | 0.067% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 35,661 | $1.05M | 0.0% | N/A | 0.198% | |
| 11/4/2025 | Greykasell Wealth Strategies Inc. | 75,122 | $2.22M | 0.9% | +343.9% | 0.417% | |
| 11/4/2025 | Jones Financial Companies Lllp | 520,085 | $15.19M | 0.0% | +190.9% | 2.889% | |
| 11/3/2025 | Truist Financial Corp | 28,861 | $853K | 0.0% | N/A | 0.160% | |
| 10/23/2025 | Benjamin Edwards Inc. | 26,672 | $788K | 0.0% | +5.2% | 0.156% | |
| 10/22/2025 | D.A. Davidson & CO. | 24,364 | $720K | 0.0% | N/A | 0.142% | |
| 10/22/2025 | OLD Second National Bank of Aurora | 1,344,642 | $39.72M | 8.2% | +0.9% | 7.863% | |
| 10/22/2025 | River Street Advisors LLC | 619,301 | $18.29M | 7.1% | +3.9% | 3.622% | |
| 10/21/2025 | CMH Wealth Management LLC | 143,298 | $4.23M | 0.9% | +3.9% | 0.838% | |
| 10/20/2025 | Baron Wealth Management LLC | 957,013 | $28.27M | 9.4% | +3.5% | 5.597% | |
| 10/17/2025 | Annex Advisory Services LLC | 2,789,409 | $82.40M | 1.8% | +10.6% | 16.312% | |
| 10/15/2025 | DAVENPORT & Co LLC | 183,999 | $5.44M | 0.0% | +12.1% | 1.089% | |
| 10/2/2025 | Boyum Wealth Architects LLC | 20,186 | $596K | 0.4% | +41.0% | 0.170% | |
| 10/2/2025 | Boyum Wealth Architects LLC | 20,186 | $596K | 0.4% | +41.0% | 0.170% | |
| 8/15/2025 | MML Investors Services LLC | 158,729 | $4.52M | 0.0% | N/A | 1.334% | |
| 8/15/2025 | Benjamin Edwards Inc. | 25,356 | $721K | 0.0% | -4.1% | 0.213% | |
| 8/15/2025 | Bank of America Corp DE | 9,409 | $268K | 0.0% | -47.6% | 0.079% | |
| 8/14/2025 | Jane Street Group LLC | 366,485 | $10.43M | 0.0% | +10.1% | 3.080% | |
| 8/14/2025 | Raymond James Financial Inc. | 678,752 | $19.31M | 0.0% | N/A | 5.704% | |
| 8/13/2025 | Smith Moore & CO. | 26,150 | $744K | 0.1% | +100.7% | 0.220% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 14,842 | $422K | 0.0% | N/A | 0.125% | |
| 8/11/2025 | Greykasell Wealth Strategies Inc. | 16,922 | $481K | 0.2% | N/A | 0.142% | |
| 8/6/2025 | Soltis Investment Advisors LLC | 362,204 | $10.31M | 0.8% | +29.1% | 3.044% | |
| 8/5/2025 | Integrity Financial Corp WA | 130,629 | $3.72M | 1.9% | N/A | 1.098% | |
| 7/29/2025 | Morgan Dempsey Capital Management LLC | 1,916 | $55K | 0.0% | +1,595.6% | 0.017% | |
|
| 7/22/2025 | DAVENPORT & Co LLC | 164,092 | $4.67M | 0.0% | +72.8% | 1.427% | |
| 7/21/2025 | River Street Advisors LLC | 595,816 | $16.95M | 7.3% | +20.6% | 5.273% | |
| 7/21/2025 | OLD Second National Bank of Aurora | 1,332,922 | $37.92M | 8.3% | +9.5% | 11.796% | |
| 7/11/2025 | Annex Advisory Services LLC | 2,522,840 | $71.78M | 1.7% | +15.9% | 22.935% | |
| 7/11/2025 | CMH Wealth Management LLC | 137,861 | $3.92M | 0.9% | N/A | 1.253% | |
| 7/9/2025 | Baron Wealth Management LLC | 924,284 | $26.30M | 9.3% | +97.5% | 8.403% | |
| 7/9/2025 | Boyum Wealth Architects LLC | 14,316 | $407K | 0.3% | N/A | 0.130% | |
| 5/19/2025 | Jane Street Group LLC | 332,750 | $8.56M | 0.0% | N/A | 4.419% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 326,112 | $8.39M | 0.1% | N/A | 4.331% | |
| 5/15/2025 | OLD Mission Capital LLC | 41,934 | $1.08M | 0.0% | N/A | 0.557% | |