| 10/13/2026 | Accel Wealth Management | 7,222 | $655K | 0.1% | -4.4% | 0.241% | |
| 10/9/2026 | Sound Income Strategies LLC | 4,951 | $451K | 0.0% | -2.5% | 0.165% | |
| 10/7/2026 | Elm3 Financial Group LLC | 5,487 | $498K | 0.3% | -2.7% | 0.183% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 19,773 | $2.22M | 0.0% | +14.7% | 0.638% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 1,518 | $170K | 0.0% | N/A | 0.035% | |
| 9/9/2026 | NewEdge Advisors LLC | 743 | $83K | 0.0% | -85.5% | 0.017% | |
| 9/9/2026 | Baird Financial Group Inc. | 12,861 | $1.44M | 0.0% | -6.9% | 0.300% | |
| 8/23/2026 | Nilsine Partners LLC | 14,095 | $1.58M | 0.1% | +3.0% | 0.329% | |
| 7/10/2026 | Accel Wealth Management | 7,554 | $846K | 0.2% | -7.3% | 0.178% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 5,794 | $649K | 0.0% | +16.2% | 0.137% | |
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| 7/9/2026 | Focus Financial Network Inc. | 2,318 | $260K | 0.0% | -31.8% | 0.055% | |
| 7/9/2026 | Hennion & Walsh Asset Management Inc. | 7,900 | $885K | 0.0% | +7.5% | 0.186% | |
| 6/3/2026 | NewEdge Advisors LLC | 5,113 | $499K | 0.0% | -7.1% | 0.122% | |
| 5/26/2026 | Glenmede Trust Co. NA | 283 | $28K | 0.0% | N/A | 0.007% | |
| 5/19/2026 | Western Wealth Management LLC | 996 | $97K | 0.0% | N/A | 0.024% | |
| 5/19/2026 | Bank of America Corp DE | 121,030 | $11.81M | 0.0% | +86.9% | 2.889% | |
| 5/18/2026 | Royal Bank of Canada | 90,245 | $8.81M | 0.0% | +308.4% | 2.154% | |
| 5/16/2026 | Quantinno Capital Management LP | 8,643 | $843K | 0.0% | +40.5% | 0.206% | |
| 5/13/2026 | Cetera Investment Advisers | 127,427 | $12.43M | 0.0% | +105.3% | 3.041% | |
| 5/6/2026 | Independent Financial Group LLC | 17,559 | $1.71M | 0.1% | N/A | 0.419% | |
| 5/5/2026 | Sigma Planning Corp | 4,625 | $451K | 0.0% | +11.4% | 0.110% | |
| 5/1/2026 | Fifth Third Bancorp | 530 | $52K | 0.0% | N/A | 0.013% | |
| 4/30/2026 | Equitable Trust Co. | 2,567 | $250K | 0.0% | N/A | 0.062% | |
| 4/30/2026 | Ibex Wealth Advisors | 7,446 | $727K | 0.1% | N/A | 0.179% | |
| 4/30/2026 | Kestra Advisory Services LLC | 12,612 | $1.23M | 0.0% | -26.0% | 0.302% | |
| 4/27/2026 | Private Advisor Group LLC | 5,881 | $574K | 0.0% | N/A | 0.141% | |
| 4/24/2026 | Capital Asset Advisory Services LLC | 20,314 | $2.18M | 0.1% | N/A | 0.487% | |
| 4/23/2026 | Apollon Wealth Management LLC | 4,909 | $479K | 0.0% | +82.5% | 0.118% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 2,837 | $277K | 0.0% | -23.7% | 0.068% | |
| 4/20/2026 | MinichMacGregor Wealth Management LLC | 3,305 | $322K | 0.1% | N/A | 0.080% | |
| 2/18/2026 | EP Wealth Advisors LLC | 6,741 | $624K | 0.0% | N/A | 0.181% | |
| 2/18/2026 | KKM Financial LLC | 3,651 | $338K | 0.1% | -5.0% | 0.098% | |
| 2/18/2026 | one8zero8 LLC | 335 | $31K | 0.0% | N/A | 0.009% | |
| 2/17/2026 | Cetera Investment Advisers | 62,062 | $5.75M | 0.0% | +2.3% | 1.664% | |
| 2/17/2026 | Osaic Holdings Inc. | 13,651 | $1.26M | 0.0% | +5.1% | 0.366% | |
| 2/17/2026 | &PARTNERS | 4,731 | $438K | 0.0% | -4.6% | 0.127% | |
| 2/17/2026 | Royal Bank of Canada | 22,095 | $2.05M | 0.0% | -41.9% | 0.592% | |
| 2/16/2026 | MML Investors Services LLC | 7,118 | $659K | 0.0% | -5.9% | 0.191% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 4,246 | $393K | 0.0% | N/A | 0.114% | |
| 2/12/2026 | Jane Street Group LLC | 3,343 | $310K | 0.0% | +42.9% | 0.090% | |
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| 2/12/2026 | Steward Partners Investment Advisory LLC | 498 | $46K | 0.0% | N/A | 0.013% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 3,716 | $344K | 0.0% | +17.0% | 0.100% | |
| 2/11/2026 | LPL Financial LLC | 174,616 | $16.17M | 0.0% | -21.1% | 4.681% | |
| 2/11/2026 | OneAscent Financial Services LLC | 4,808 | $445K | 0.0% | +35.6% | 0.129% | |
| 2/10/2026 | Founders Financial Securities LLC | 2,630 | $243K | 0.0% | N/A | 0.071% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 73,650 | $6.82M | 0.0% | +14.2% | 1.975% | |
| 2/6/2026 | Global Retirement Partners LLC | 1,203 | $111K | 0.0% | +30.8% | 0.032% | |
| 2/6/2026 | Great Diamond Partners LLC | 26,458 | $2.45M | 0.5% | -0.5% | 0.709% | |
| 2/6/2026 | HighTower Advisors LLC | 8,878 | $822K | 0.0% | -36.0% | 0.238% | |
| 2/5/2026 | Leuthold Group LLC | 9,580 | $887K | 0.1% | N/A | 0.257% | |
| 2/2/2026 | Truist Financial Corp | 43,075 | $3.99M | 0.0% | -0.4% | 1.174% | |
| 1/30/2026 | Sigma Planning Corp | 4,152 | $384K | 0.0% | +9.5% | 0.131% | |
| 1/29/2026 | High Point Wealth Management LLC | 1,152 | $107K | 0.1% | N/A | 0.037% | |
| 1/26/2026 | Private Trust Co. NA | 586 | $54K | 0.0% | -48.0% | 0.019% | |
| 1/23/2026 | Fifth Third Securities Inc. | 5,942 | $550K | 0.0% | N/A | 0.190% | |
| 1/22/2026 | Apollon Wealth Management LLC | 2,690 | $249K | 0.0% | +10.2% | 0.086% | |
| 1/22/2026 | Elm3 Financial Group LLC | 5,724 | $530K | 0.4% | N/A | 0.183% | |
| 1/21/2026 | Sound Income Strategies LLC | 3,616 | $367K | 0.0% | N/A | 0.116% | |
| 1/20/2026 | Accel Wealth Management | 9,147 | $847K | 0.2% | +21.8% | 0.293% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 5,716 | $529K | 0.0% | -42.6% | 0.183% | |
| 1/12/2026 | DAVENPORT & Co LLC | 17,094 | $1.58M | 0.0% | -0.9% | 0.559% | |
| 1/12/2026 | Focus Financial Network Inc. | 2,487 | $230K | 0.0% | -32.1% | 0.081% | |
| 1/9/2026 | Carr Financial Group Corp | 2,617 | $242K | 0.1% | -27.2% | 0.086% | |
| 1/6/2026 | Fulcrum Equity Management | 3,716 | $344K | 0.3% | -65.8% | 0.123% | |
| 11/26/2025 | Strategic Advocates LLC | 279 | $27K | 0.0% | N/A | 0.009% | |
| 11/17/2025 | Susquehanna International Group LLP | 4,639 | $444K | 0.0% | +56.2% | 0.150% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 64,467 | $6.16M | 0.0% | +22.7% | 2.080% | |
| 11/17/2025 | Mariner LLC | 7,757 | $742K | 0.0% | +46.3% | 0.250% | |
| 11/17/2025 | Bank of America Corp DE | 56,514 | $5.40M | 0.0% | +6.6% | 1.823% | |
| 11/17/2025 | Ameriprise Financial Inc. | 25,297 | $2.42M | 0.0% | -3.4% | 0.816% | |
| 11/14/2025 | Raymond James Financial Inc. | 22,371 | $2.14M | 0.0% | +12.2% | 0.722% | |
| 11/13/2025 | UBS Group AG | 66,043 | $6.31M | 0.0% | +240.4% | 2.130% | |
| 11/13/2025 | BNP Paribas Financial Markets | 20,000 | $1.91M | 0.0% | +244.8% | 0.645% | |
| 11/10/2025 | MAI Capital Management | 28,956 | $2.77M | 0.0% | -1.3% | 0.934% | |
| 11/7/2025 | Wealthcare Advisory Partners LLC | 9,953 | $952K | 0.0% | +193.4% | 0.321% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 2,635 | $252K | 0.0% | -27.4% | 0.085% | |
| 11/7/2025 | HighTower Advisors LLC | 13,864 | $1.33M | 0.0% | +141.2% | 0.447% | |
| 11/4/2025 | Peterson Wealth Services | 267 | $26K | 0.0% | +6,575.0% | 0.009% | |
| 11/4/2025 | Guerra Advisors Inc | 12,835 | $1.23M | 0.5% | N/A | 0.414% | |
| 11/4/2025 | Jones Financial Companies Lllp | 20,093 | $1.89M | 0.0% | +68.5% | 0.648% | |
| 11/3/2025 | Truist Financial Corp | 43,245 | $4.13M | 0.0% | +1.2% | 1.395% | |
| 10/31/2025 | Copia Wealth Management | 478 | $46K | 0.0% | N/A | 0.015% | |
| 10/31/2025 | OneAscent Financial Services LLC | 3,547 | $339K | 0.0% | N/A | 0.114% | |
| 10/31/2025 | PFG Investments LLC | 2,971 | $284K | 0.0% | -9.5% | 0.096% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 5,621 | $527K | 0.0% | N/A | 0.181% | |
| 10/23/2025 | Spire Wealth Management | 571 | $55K | 0.0% | -33.2% | 0.018% | |
| 10/21/2025 | Silver Oak Securities Incorporated | 2,338 | $224K | 0.0% | -78.8% | 0.075% | |
| 10/20/2025 | Great Diamond Partners LLC | 26,600 | $2.54M | 0.5% | -0.5% | 0.855% | |
| 10/17/2025 | Apollon Wealth Management LLC | 2,442 | $233K | 0.0% | N/A | 0.079% | |
| 10/15/2025 | Private Trust Co. NA | 1,128 | $108K | 0.0% | +92.5% | 0.036% | |
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| 10/10/2025 | Focus Financial Network Inc. | 3,664 | $350K | 0.0% | +15.9% | 0.117% | |
| 10/8/2025 | Accel Wealth Management | 7,508 | $718K | 0.2% | +20.2% | 0.239% | |
| 9/4/2025 | Osaic Holdings Inc. | 12,689 | $1.02M | 0.0% | -7.5% | 0.445% | |
| 8/15/2025 | EP Wealth Advisors LLC | 6,855 | $551K | 0.0% | -42.3% | 0.241% | |
| 8/15/2025 | BNP Paribas Financial Markets | 5,800 | $466K | 0.0% | -61.3% | 0.204% | |
| 8/15/2025 | Bank of America Corp DE | 53,020 | $4.26M | 0.0% | -75.7% | 1.860% | |
| 8/15/2025 | Ameriprise Financial Inc. | 26,188 | $2.10M | 0.0% | -12.3% | 0.919% | |
| 8/14/2025 | Raymond James Financial Inc. | 19,932 | $1.60M | 0.0% | -23.5% | 0.699% | |
| 8/14/2025 | NewEdge Advisors LLC | 5,504 | $442K | 0.0% | -3.8% | 0.193% | |
| 8/13/2025 | Great Diamond Partners LLC | 26,738 | $2.15M | 0.5% | -1.6% | 0.938% | |