| 5/5/2026 | SouthState Bank Corp | 2,000 | $44K | 0.0% | N/A | 0.015% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 166,527 | $3.64M | 0.4% | -11.5% | 1.234% | |
| 5/2/2026 | Diversify Wealth Management LLC | 11,908 | $265K | 0.0% | -25.5% | 0.088% | |
| 5/1/2026 | Fifth Third Bancorp | 9,804 | $214K | 0.0% | N/A | 0.073% | |
| 4/28/2026 | Integral Investment Advisors Inc. | 108,532 | $2.37M | 0.6% | -1.7% | 0.805% | |
| 4/27/2026 | Private Advisor Group LLC | 11,373 | $248K | 0.0% | N/A | 0.084% | |
| 4/23/2026 | Comprehensive Money Management Services LLC | 69,053 | $1.51M | 1.0% | +10.0% | 0.512% | |
| 4/22/2026 | Princeton Global Asset Management LLC | 102,180 | $2.23M | 0.4% | +13.3% | 0.757% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 681,034 | $14.87M | 0.0% | +84.4% | 5.079% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 128,997 | $2.87M | 0.0% | +64.5% | 0.975% | |
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| 2/17/2026 | Cetera Investment Advisers | 43,233 | $961K | 0.0% | -90.9% | 0.327% | |
| 2/17/2026 | Osaic Holdings Inc. | 105,634 | $2.35M | 0.0% | -44.1% | 0.798% | |
| 2/17/2026 | Royal Bank of Canada | 7,065 | $157K | 0.0% | N/A | 0.053% | |
| 2/17/2026 | LFG Wealth Partners LLC | 92,723 | $2.06M | 1.3% | N/A | 0.701% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,622 | $80K | 0.0% | N/A | 0.027% | |
| 2/13/2026 | CreativeOne Wealth LLC | 16,525 | $367K | 0.0% | -28.4% | 0.125% | |
| 2/13/2026 | Segall Bryant & Hamill LLC | 10,084 | $224K | 0.0% | -4.9% | 0.076% | |
| 2/12/2026 | HRT Financial LP | 22,759 | $505K | 0.0% | N/A | 0.172% | |
| 2/12/2026 | Ironsides Asset Advisors LLC | 258,059 | $5.73M | 1.5% | -10.2% | 1.951% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 369,246 | $8.21M | 0.0% | +12.6% | 2.791% | |
| 2/11/2026 | LPL Financial LLC | 261,711 | $5.82M | 0.0% | +11.6% | 1.978% | |
| 2/11/2026 | Dearborn Partners LLC | 22,903 | $509K | 0.0% | N/A | 0.173% | |
| 2/10/2026 | Texas Yale Capital Corp. | 31,834 | $707K | 0.0% | +83.3% | 0.241% | |
| 2/9/2026 | Harbour Investments Inc. | 15,746 | $350K | 0.0% | +16.4% | 0.119% | |
| 2/9/2026 | Prospera Financial Services Inc | 13,900 | $309K | 0.0% | -40.5% | 0.105% | |
| 2/6/2026 | Integral Investment Advisors Inc. | 110,452 | $2.45M | 0.6% | +7.3% | 0.835% | |
| 2/3/2026 | International Assets Investment Management LLC | 12,765 | $284K | 0.0% | +7.3% | 0.096% | |
| 2/3/2026 | SBI Securities Co. Ltd. | 32,853 | $730K | 0.0% | +2.5% | 0.248% | |
| 2/2/2026 | Leslie Global Wealth LLC | 169,352 | $3.76M | 1.7% | +7.1% | 1.280% | |
| 2/2/2026 | Benjamin Edwards Inc. | 139,154 | $3.09M | 0.0% | N/A | 1.052% | |
| 1/29/2026 | Comerica Bank | 35,174 | $782K | 0.0% | +11.6% | 0.266% | |
| 1/29/2026 | Howard Wealth Management LLC | 10,180 | $226K | 0.1% | -20.8% | 0.077% | |
| 1/28/2026 | Glassman Wealth Services | 2,192 | $49K | 0.0% | N/A | 0.017% | |
| 1/28/2026 | Joseph P. Lucia & Associates LLC | 11,826 | $263K | 0.1% | -4.6% | 0.089% | |
| 1/28/2026 | West Michigan Advisors LLC | 25,197 | $561K | 0.1% | +2.0% | 0.190% | |
| 1/28/2026 | Bedel Financial Consulting Inc. | 188,064 | $4.18M | 0.4% | -13.3% | 1.421% | |
| 1/26/2026 | Private Trust Co. NA | 5,621 | $125K | 0.0% | -41.8% | 0.042% | |
| 1/23/2026 | Farther Finance Advisors LLC | 25,050 | $557K | 0.0% | -14.2% | 0.189% | |
| 1/22/2026 | Comprehensive Money Management Services LLC | 62,753 | $1.39M | 1.0% | +3.1% | 0.474% | |
| 1/20/2026 | Princeton Global Asset Management LLC | 90,153 | $2.00M | 0.3% | -6.0% | 0.681% | |
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| 1/20/2026 | Stratos Wealth Partners LTD. | 25,571 | $568K | 0.0% | -2.8% | 0.193% | |
| 1/15/2026 | Investment Partners Asset Management Inc. | 234,301 | $5.21M | 3.2% | +12.0% | 1.771% | |
| 1/14/2026 | Centurion Wealth Management LLC | 14,260 | $317K | 0.1% | +3.8% | 0.108% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 13,551 | $313K | 0.0% | -10.6% | 0.098% | |
| 11/17/2025 | Bank of America Corp DE | 104,249 | $2.41M | 0.0% | -59.5% | 0.757% | |
| 11/14/2025 | Creative Planning | 219,492 | $5.08M | 0.0% | -0.4% | 1.593% | |
| 11/14/2025 | Raymond James Financial Inc. | 65,848 | $1.52M | 0.0% | +8.7% | 0.478% | |
| 11/14/2025 | Comerica Bank | 31,506 | $728K | 0.0% | -3.8% | 0.229% | |
| 11/13/2025 | CreativeOne Wealth LLC | 23,083 | $534K | 0.0% | -5.1% | 0.168% | |
| 11/12/2025 | Ironsides Asset Advisors LLC | 287,455 | $6.65M | 1.7% | +26.3% | 2.086% | |
| 11/10/2025 | Trajan Wealth LLC | 89,236 | $2.06M | 0.1% | -7.8% | 0.648% | |
| 11/7/2025 | Bedel Financial Consulting Inc. | 216,931 | $5.02M | 0.6% | -4.1% | 1.574% | |
| 11/7/2025 | Texas Yale Capital Corp. | 17,363 | $401K | 0.0% | +60.1% | 0.126% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 26,316 | $608K | 0.0% | +1.8% | 0.191% | |
| 11/6/2025 | Prospera Financial Services Inc | 23,374 | $540K | 0.0% | -2.9% | 0.170% | |
| 11/5/2025 | SBI Securities Co. Ltd. | 32,042 | $741K | 0.0% | -4.3% | 0.233% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 519,963 | $12.02M | 0.0% | +531.6% | 3.782% | |
| 11/4/2025 | AXS Investments LLC | 179,841 | $4.16M | 1.8% | -15.5% | 1.308% | |
| 11/3/2025 | Howard Wealth Management LLC | 12,847 | $297K | 0.1% | -9.7% | 0.093% | |
| 11/3/2025 | Truist Financial Corp | 25,570 | $591K | 0.0% | -5.8% | 0.186% | |
| 10/31/2025 | Acorn Wealth Advisors LLC | 14,371 | $332K | 0.1% | +13.2% | 0.105% | |
| 10/24/2025 | Comprehensive Money Management Services LLC | 60,863 | $1.41M | 1.0% | +2.4% | 0.442% | |
| 10/23/2025 | Integral Investment Advisors Inc. | 102,953 | $2.38M | 0.6% | +27.6% | 0.748% | |
| 10/22/2025 | APS Management Group Inc. | 81,343 | $1.88M | 1.3% | N/A | 0.591% | |
| 10/22/2025 | Leslie Global Wealth LLC | 158,080 | $3.66M | 1.7% | -3.8% | 1.148% | |
| 10/20/2025 | Investment Partners Asset Management Inc. | 209,121 | $4.84M | 3.2% | +9.0% | 1.523% | |
| 10/16/2025 | Columbus Macro LLC | 439,536 | $10.16M | 1.2% | N/A | 3.201% | |
| 10/15/2025 | Seed Wealth Management Inc. | 29,700 | $687K | 0.5% | -3.3% | 0.216% | |
| 10/15/2025 | Private Trust Co. NA | 9,651 | $223K | 0.0% | -7.9% | 0.070% | |
| 10/14/2025 | Farther Finance Advisors LLC | 29,200 | $675K | 0.0% | -14.4% | 0.213% | |
| 10/9/2025 | Centurion Wealth Management LLC | 13,738 | $318K | 0.1% | N/A | 0.101% | |
| 10/9/2025 | Princeton Global Asset Management LLC | 95,884 | $2.22M | 0.4% | +1.3% | 0.705% | |
| 10/8/2025 | Beacon Financial Group | 23,985 | $555K | 0.1% | +10.9% | 0.176% | |
| 9/26/2025 | Corient Private Wealth LLC | 10,521 | $240K | 0.0% | -21.9% | 0.078% | |
| 9/4/2025 | Osaic Holdings Inc. | 13,959 | $318K | 0.0% | +3.7% | 0.103% | |
| 8/15/2025 | Corient Private Wealth LLC | 10,521 | $240K | 0.0% | -21.9% | 0.078% | |
| 8/15/2025 | Bank of America Corp DE | 257,112 | $5.86M | 0.0% | +7.0% | 1.895% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 15,156 | $346K | 0.0% | -73.6% | 0.112% | |
| 8/14/2025 | Raymond James Financial Inc. | 60,553 | $1.38M | 0.0% | +1.5% | 0.446% | |
| 8/14/2025 | Diversify Wealth Management LLC | 15,944 | $367K | 0.0% | N/A | 0.117% | |
| 8/14/2025 | Napa Wealth Management | 28,055 | $640K | 0.3% | -2.0% | 0.207% | |
| 8/13/2025 | CW Advisors LLC | 162,187 | $3.70M | 0.0% | +198.3% | 1.195% | |
| 8/13/2025 | Leslie Global Wealth LLC | 164,364 | $3.75M | 2.0% | +6.6% | 1.211% | |
| 8/12/2025 | CreativeOne Wealth LLC | 24,324 | $555K | 0.0% | +55.4% | 0.179% | |
| 8/12/2025 | JPMorgan Chase & Co. | 17,806 | $406K | 0.0% | N/A | 0.131% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 80,299 | $1.83M | 0.0% | +5.9% | 0.584% | |
| 8/8/2025 | Creative Planning | 220,468 | $5.03M | 0.0% | +1.1% | 1.605% | |
| 8/8/2025 | SBI Securities Co. Ltd. | 33,482 | $763K | 0.0% | +44.0% | 0.244% | |
| 8/6/2025 | Prospera Financial Services Inc | 24,078 | $549K | 0.0% | -18.5% | 0.175% | |
| 8/6/2025 | Texas Yale Capital Corp. | 10,843 | $247K | 0.0% | -45.9% | 0.079% | |
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| 8/1/2025 | Integral Investment Advisors Inc. | 80,686 | $1.84M | 0.5% | +59.6% | 0.587% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 82,326 | $1.88M | 0.0% | -1.2% | 0.599% | |
| 7/31/2025 | West Michigan Advisors LLC | 28,325 | $646K | 0.2% | +13.5% | 0.206% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 94,638 | $2.16M | 0.4% | +1.0% | 0.689% | |
| 7/29/2025 | FLC Capital Advisors | 11,075 | $253K | 0.1% | -48.3% | 0.081% | |
| 7/29/2025 | Joseph P. Lucia & Associates LLC | 12,819 | $292K | 0.1% | -3.8% | 0.093% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 59,463 | $1.36M | 1.0% | -3.8% | 0.433% | |
| 7/24/2025 | Blue Trust Inc. | 3,400 | $78K | 0.0% | N/A | 0.025% | |
| 7/24/2025 | IFP Advisors Inc | 1,283 | $29K | 0.0% | N/A | 0.009% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,798 | $41K | 0.0% | N/A | 0.013% | |