| 5/1/2026 | Fifth Third Bancorp | 22,770 | $467K | 0.0% | N/A | 0.079% | |
| 5/1/2026 | Arbor Capital Management Inc. ADV | 82,823 | $1.70M | 1.4% | +6.8% | 0.284% | |
| 4/28/2026 | Ascentis Independent Advisors | 10,416 | $214K | 0.0% | N/A | 0.036% | |
| 4/27/2026 | World Investment Advisors | 19,844 | $407K | 0.0% | -4.5% | 0.068% | |
| 4/27/2026 | Private Advisor Group LLC | 226,313 | $4.64M | 0.0% | +1,094.3% | 0.775% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 32,281 | $662K | 0.0% | +2.9% | 0.111% | |
| 4/18/2026 | CENTRAL TRUST Co | 134,509 | $2.76M | 0.1% | -1.2% | 0.502% | |
| 4/16/2026 | Genesis Private Wealth LLC | 129,360 | $2.65M | 0.8% | +2.3% | 0.483% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 11,175 | $230K | 0.0% | -51.8% | 0.042% | |
| 2/19/2026 | Rare Wolf Capital LLC | 24,160 | $498K | 0.3% | N/A | 0.090% | |
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| 2/18/2026 | NewEdge Advisors LLC | 16,993 | $350K | 0.0% | -38.2% | 0.064% | |
| 2/18/2026 | Integrity Wealth Advisors Inc. | 13,053 | $269K | 0.2% | -17.4% | 0.049% | |
| 2/17/2026 | Cetera Investment Advisers | 124,495 | $2.57M | 0.0% | +14.2% | 0.466% | |
| 2/17/2026 | Osaic Holdings Inc. | 206,523 | $4.26M | 0.0% | +23.4% | 0.773% | |
| 2/17/2026 | Advisory Services Network LLC | 24,398 | $503K | 0.0% | -3.2% | 0.091% | |
| 2/17/2026 | Captrust Financial Advisors | 140,023 | $2.89M | 0.0% | +10.4% | 0.524% | |
| 2/17/2026 | &PARTNERS | 22,769 | $469K | 0.0% | +5.8% | 0.085% | |
| 2/17/2026 | Royal Bank of Canada | 327,171 | $6.74M | 0.0% | +39.0% | 1.225% | |
| 2/16/2026 | MML Investors Services LLC | 21,045 | $434K | 0.0% | +6.7% | 0.079% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,715 | $56K | 0.0% | N/A | 0.010% | |
| 2/13/2026 | Morgan Stanley | 4,946,952 | $101.96M | 0.0% | +37.8% | 18.528% | |
| 2/13/2026 | Wells Fargo & Company MN | 961,591 | $19.82M | 0.0% | -51.6% | 3.601% | |
| 2/12/2026 | Jane Street Group LLC | 97,545 | $2.01M | 0.0% | -21.0% | 0.365% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 280,319 | $5.78M | 0.0% | +2.9% | 1.050% | |
| 2/12/2026 | Haven Private LLC | 956,523 | $19.71M | 8.6% | +9.6% | 3.582% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 31,366 | $646K | 0.0% | +12.1% | 0.117% | |
| 2/11/2026 | LPL Financial LLC | 2,825,989 | $58.24M | 0.0% | +12.2% | 10.584% | |
| 2/11/2026 | JPMorgan Chase & Co. | 252,430 | $5.20M | 0.0% | +129.5% | 0.945% | |
| 2/11/2026 | OneAscent Financial Services LLC | 11,796 | $243K | 0.0% | -48.9% | 0.044% | |
| 2/10/2026 | Frederick Financial Consultants LLC | 137,483 | $2.83M | 1.6% | +0.7% | 0.515% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 82,492 | $1.70M | 0.0% | +80.0% | 0.309% | |
| 2/10/2026 | Baker Avenue Asset Management LP | 151,957 | $3.13M | 0.1% | +11.8% | 0.569% | |
| 2/9/2026 | Prospera Financial Services Inc | 20,600 | $425K | 0.0% | N/A | 0.077% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 9,388 | $193K | 0.0% | +8.4% | 0.035% | |
| 2/6/2026 | Cvfg LLC | 14,718 | $303K | 0.2% | -30.1% | 0.055% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 43,192 | $890K | 0.0% | -2.5% | 0.162% | |
| 2/5/2026 | Moneywise Inc. | 41,813 | $862K | 0.4% | -27.3% | 0.157% | |
| 2/2/2026 | CENTRAL TRUST Co | 136,207 | $2.81M | 0.1% | +7.5% | 0.510% | |
| 1/30/2026 | Pure Portfolios Holdings LLC | 15,528 | $320K | 0.1% | -12.4% | 0.058% | |
| 1/29/2026 | UBS Group AG | 197,259 | $4.07M | 0.0% | -16.1% | 0.759% | |
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| 1/29/2026 | Concurrent Investment Advisors LLC | 15,165 | $313K | 0.0% | +11.1% | 0.058% | |
| 1/29/2026 | TBH Global Asset Management LLC | 22,651 | $467K | 0.1% | N/A | 0.087% | |
| 1/28/2026 | Arbor Capital Management Inc. ADV | 77,515 | $1.60M | 1.3% | +2.7% | 0.298% | |
| 1/23/2026 | Farther Finance Advisors LLC | 6,136 | $126K | 0.0% | +53.7% | 0.024% | |
| 1/23/2026 | Westside Investment Management Inc. | 16,400 | $338K | 0.1% | -7.9% | 0.063% | |
| 1/12/2026 | DAVENPORT & Co LLC | 18,528 | $382K | 0.0% | +20.9% | 0.072% | |
| 1/12/2026 | Amplius Wealth Advisors LLC | 88,152 | $1.82M | 0.2% | -3.9% | 0.340% | |
| 1/12/2026 | Daymark Wealth Partners LLC | 32,346 | $667K | 0.0% | +159.0% | 0.125% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 150,918 | $3.12M | 0.0% | -3.7% | 0.585% | |
| 1/8/2026 | Genesis Private Wealth LLC | 126,493 | $2.61M | 0.8% | +6.3% | 0.490% | |
| 1/7/2026 | TruWealth Advisors LLC | 290,982 | $6.00M | 0.3% | +13.5% | 1.137% | |
| 1/2/2026 | Global Wealth Strategies & Associates | 154,138 | $3.18M | 0.8% | +4.4% | 0.632% | |
| 1/1/2026 | JPMorgan Chase & Co. | 109,985 | $2.26M | 0.0% | +56.0% | 0.451% | |
| 11/19/2025 | Captrust Financial Advisors | 126,800 | $2.60M | 0.0% | -1.7% | 0.520% | |
| 11/18/2025 | Advisory Services Network LLC | 25,209 | $518K | 0.0% | +4.7% | 0.103% | |
| 11/18/2025 | Vertex Planning Partners LLC | 15,076 | $310K | 0.1% | +22.6% | 0.062% | |
| 11/17/2025 | NewEdge Advisors LLC | 27,505 | $565K | 0.0% | -8.7% | 0.113% | |
| 11/17/2025 | Flow Traders U.S. LLC | 85,200 | $1.75M | 0.1% | N/A | 0.349% | |
| 11/17/2025 | Focus Partners Wealth | 39,482 | $811K | 0.0% | -47.0% | 0.162% | |
| 11/17/2025 | Citadel Advisors LLC | 15,194 | $312K | 0.0% | N/A | 0.062% | |
| 11/17/2025 | Bank of America Corp DE | 1,065,552 | $21.88M | 0.0% | -0.4% | 4.367% | |
| 11/17/2025 | Ameriprise Financial Inc. | 2,764,341 | $56.76M | 0.0% | +6.4% | 11.329% | |
| 11/14/2025 | Raymond James Financial Inc. | 230,001 | $4.72M | 0.0% | -1.3% | 0.943% | |
| 11/14/2025 | Comerica Bank | 22,944 | $471K | 0.0% | +22.2% | 0.094% | |
| 11/13/2025 | UBS Group AG | 235,085 | $4.83M | 0.0% | -4.4% | 0.963% | |
| 11/13/2025 | Private Advisor Group LLC | 12,800 | $263K | 0.0% | N/A | 0.052% | |
| 11/13/2025 | Natixis Advisors LLC | 50,231 | $1.03M | 0.0% | +12.8% | 0.206% | |
| 11/10/2025 | Cvfg LLC | 21,060 | $432K | 0.3% | -5.4% | 0.086% | |
| 11/10/2025 | EverSource Wealth Advisors LLC | 8,659 | $178K | 0.0% | +153.5% | 0.035% | |
| 11/10/2025 | Bleakley Financial Group LLC | 11,656 | $239K | 0.0% | -13.9% | 0.048% | |
| 11/7/2025 | Condor Capital Management | 61,101 | $1.25M | 0.1% | +5.7% | 0.250% | |
| 11/7/2025 | JPMorgan Chase & Co. | 109,985 | $2.26M | 0.0% | +56.0% | 0.451% | |
| 11/6/2025 | CENTRAL TRUST Co | 126,760 | $2.60M | 0.1% | +2.6% | 0.520% | |
| 11/6/2025 | Haven Private LLC | 872,432 | $17.91M | 7.9% | +6.2% | 3.576% | |
| 11/5/2025 | Flagship Harbor Advisors LLC | 16,695 | $343K | 0.0% | N/A | 0.068% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 53,540 | $1.10M | 0.0% | +1.1% | 0.219% | |
| 11/4/2025 | Cornerstone Wealth Management LLC | 44,295 | $909K | 0.1% | +2.9% | 0.182% | |
| 11/3/2025 | Golden State Wealth Management LLC | 12,000 | $246K | 0.0% | N/A | 0.049% | |
| 11/3/2025 | Foundations Investment Advisors LLC | 45,824 | $941K | 0.0% | +17.7% | 0.188% | |
| 11/3/2025 | Arbor Capital Management Inc. ADV | 75,487 | $1.55M | 1.2% | +1.2% | 0.309% | |
| 11/3/2025 | Truist Financial Corp | 10,139 | $208K | 0.0% | N/A | 0.042% | |
| 11/3/2025 | Paragon Private Wealth Management LLC | 24,843 | $510K | 0.2% | -17.7% | 0.102% | |
| 10/31/2025 | OneAscent Financial Services LLC | 23,105 | $474K | 0.0% | +3.6% | 0.095% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 156,656 | $3.22M | 0.0% | +17.6% | 0.647% | |
| 10/27/2025 | Lakeside Advisors INC. | 36,340 | $746K | 0.5% | -9.1% | 0.150% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 13,645 | $280K | 0.0% | +14.0% | 0.056% | |
| 10/24/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 27,695 | $569K | 0.1% | N/A | 0.116% | |
| 10/24/2025 | Moneywise Inc. | 57,500 | $1.18M | 0.5% | -27.1% | 0.241% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 272,463 | $5.59M | 0.0% | -13.6% | 1.140% | |
| 10/21/2025 | Amplius Wealth Advisors LLC | 91,685 | $1.88M | 0.2% | -15.5% | 0.384% | |
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| 10/15/2025 | World Investment Advisors | 20,497 | $421K | 0.0% | +13.3% | 0.086% | |
| 10/15/2025 | Private Trust Co. NA | 5,392 | $111K | 0.0% | N/A | 0.023% | |
| 10/15/2025 | DAVENPORT & Co LLC | 15,325 | $315K | 0.0% | +13.9% | 0.065% | |
| 10/8/2025 | Genesis Private Wealth LLC | 118,976 | $2.44M | 1.0% | +10.1% | 0.504% | |
| 10/6/2025 | TruWealth Advisors LLC | 256,459 | $5.27M | 0.3% | +3.9% | 1.087% | |
| 10/2/2025 | Global Wealth Strategies & Associates | 147,692 | $3.03M | 0.8% | +7.4% | 0.665% | |
| 9/4/2025 | Osaic Holdings Inc. | 182,872 | $3.68M | 0.0% | +37.2% | 0.824% | |
| 8/19/2025 | Advisory Services Network LLC | 24,068 | $481K | 0.0% | -5.6% | 0.108% | |
| 8/18/2025 | ARQ Wealth Advisors LLC | 145,368 | $2.93M | 1.0% | N/A | 0.655% | |
| 8/15/2025 | Captrust Financial Advisors | 129,017 | $2.60M | 0.0% | -2.6% | 0.581% | |