| 10/8/2026 | Farther Finance Advisors LLC | 35,393 | $1.99M | 0.0% | +4.4% | 0.934% | |
| 10/8/2026 | Aletheian Wealth Advisors LLC | 152,432 | $8.58M | 3.5% | +4.2% | 4.022% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 54,216 | $3.02M | 0.0% | -55.4% | 1.412% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 4,130 | $230K | 0.0% | -6.7% | 0.106% | |
| 9/9/2026 | NewEdge Advisors LLC | 748 | $42K | 0.0% | +34.8% | 0.019% | |
| 9/2/2026 | Citadel Advisors LLC | 49,188 | $2.74M | 0.0% | -461.7% | 1.264% | |
| 8/23/2026 | Hyundai Investments Co. Ltd. | 10,112 | $556K | 0.6% | -42.6% | 0.260% | |
| 8/21/2026 | Triumph Capital Management | 5,085 | $283K | 0.1% | +7.0% | 0.131% | |
| 7/9/2026 | Aletheian Wealth Advisors LLC | 146,352 | $8.15M | 3.5% | +11.2% | 3.762% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 4,132 | $230K | 0.0% | +6.7% | 0.106% | |
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| 6/3/2026 | NewEdge Advisors LLC | 555 | $31K | 0.0% | -98.1% | 0.013% | |
| 5/19/2026 | Bank of America Corp DE | 304,657 | $17.22M | 0.0% | +0.2% | 7.271% | |
| 5/18/2026 | Royal Bank of Canada | 11,338 | $641K | 0.0% | -6.6% | 0.271% | |
| 5/14/2026 | Compound Planning Inc. | 6,948 | $393K | 0.0% | N/A | 0.166% | |
| 5/13/2026 | Cetera Investment Advisers | 13,706 | $775K | 0.0% | +305.5% | 0.327% | |
| 5/6/2026 | Bessemer Group Inc. | 20,983 | $1.19M | 0.0% | +16.8% | 0.501% | |
| 5/5/2026 | LFA Lugano Financial Advisors SA | 16,144 | $912K | 0.5% | +1.5% | 0.385% | |
| 5/4/2026 | Uptick Partners LLC | 3,915 | $221K | 0.0% | -39.0% | 0.093% | |
| 5/1/2026 | Darwin Wealth Management LLC | 19,155 | $1.08M | 0.3% | -1.0% | 0.457% | |
| 4/29/2026 | Marino Stram & Associates LLC | 5,067 | $286K | 0.1% | -7.3% | 0.121% | |
| 4/27/2026 | Private Advisor Group LLC | 5,252 | $297K | 0.0% | N/A | 0.125% | |
| 4/23/2026 | Comprehensive Money Management Services LLC | 3,665 | $207K | 0.1% | -15.7% | 0.090% | |
| 4/23/2026 | Apollon Wealth Management LLC | 4,395 | $248K | 0.0% | -91.1% | 0.107% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 74,345 | $4.99M | 0.1% | +55.6% | 1.505% | |
| 2/18/2026 | NewEdge Advisors LLC | 29,410 | $1.97M | 0.0% | +3.6% | 0.595% | |
| 2/18/2026 | VestGen Advisors LLC | 10,453 | $701K | 0.0% | -7.4% | 0.212% | |
| 2/17/2026 | Cetera Investment Advisers | 3,380 | $227K | 0.0% | -60.9% | 0.068% | |
| 2/17/2026 | Equitable Holdings Inc. | 6,126 | $411K | 0.0% | +26.4% | 0.124% | |
| 2/17/2026 | Osaic Holdings Inc. | 23,672 | $1.59M | 0.0% | -22.3% | 0.479% | |
| 2/17/2026 | &PARTNERS | 5,620 | $377K | 0.0% | +39.2% | 0.114% | |
| 2/17/2026 | Royal Bank of Canada | 12,135 | $813K | 0.0% | +84.1% | 0.246% | |
| 2/17/2026 | Hyundai Investments Co. Ltd. | 6,426 | $433K | 0.4% | N/A | 0.130% | |
| 2/17/2026 | Cynosure Group LLC | 21,519 | $1.44M | 0.1% | +10.9% | 0.436% | |
| 2/16/2026 | MML Investors Services LLC | 31,313 | $2.10M | 0.0% | +11.4% | 0.634% | |
| 2/16/2026 | Fort Point Capital Partners LLC | 7,556 | $529K | 0.1% | +41.6% | 0.153% | |
| 2/16/2026 | Arax Advisory Partners | 18,731 | $1.26M | 0.0% | -84.4% | 0.379% | |
| 2/16/2026 | Beta Wealth Group Inc. | 105,293 | $7.06M | 2.8% | -3.3% | 2.131% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,514 | $236K | 0.0% | +14.3% | 0.071% | |
| 2/13/2026 | Cordoba Advisory Partners LLC | 22,056 | $1.48M | 0.4% | N/A | 0.446% | |
| 2/13/2026 | Advyzon Investment Management LLC | 5,122 | $344K | 0.0% | +6.3% | 0.104% | |
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| 2/13/2026 | Integrated Wealth Concepts LLC | 3,471 | $233K | 0.0% | N/A | 0.070% | |
| 2/13/2026 | Wells Fargo & Company MN | 128,143 | $8.60M | 0.0% | -10.4% | 2.594% | |
| 2/12/2026 | Jane Street Group LLC | 11,459 | $769K | 0.0% | +4.1% | 0.232% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 2,327 | $155K | 0.0% | -11.4% | 0.047% | |
| 2/12/2026 | Brooklyn Investment Group | 8,787 | $594K | 0.0% | N/A | 0.178% | |
| 2/12/2026 | Beacon Capital Management Inc. | 1,681 | $113K | 0.0% | -99.3% | 0.034% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 5,251 | $352K | 0.0% | -14.7% | 0.106% | |
| 2/12/2026 | SBE LLC DBA Cedar Cove Wealth Partners | 94,357 | $6.33M | 3.3% | N/A | 1.910% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 6,391 | $429K | 0.0% | -6.0% | 0.129% | |
| 2/11/2026 | LPL Financial LLC | 106,011 | $7.11M | 0.0% | -50.4% | 2.146% | |
| 2/11/2026 | Manchester Capital Management LLC | 700 | $47K | 0.0% | +55.6% | 0.014% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 14,115 | $947K | 0.0% | N/A | 0.286% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 1,150 | $77K | 0.0% | +383.2% | 0.023% | |
| 2/9/2026 | Endowment Wealth Management Inc. | 203,555 | $13.65M | 6.3% | +5.5% | 4.121% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 149,212 | $10.01M | 0.0% | +212.2% | 3.020% | |
| 2/6/2026 | Global Retirement Partners LLC | 27,361 | $1.84M | 0.0% | +6.5% | 0.554% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 181,371 | $12.19M | 0.0% | N/A | 3.671% | |
| 2/5/2026 | PCG Wealth Advisors LLC | 6,507 | $436K | 0.1% | N/A | 0.132% | |
| 2/3/2026 | Crestwood Advisors Group LLC | 70,000 | $4.70M | 0.1% | N/A | 1.417% | |
| 2/2/2026 | Ashton Thomas Securities LLC | 10,725 | $719K | 0.1% | -15.2% | 0.217% | |
| 2/2/2026 | Uptick Partners LLC | 6,418 | $430K | 0.1% | -4.6% | 0.130% | |
| 1/29/2026 | LFA Lugano Financial Advisors SA | 15,906 | $1.07M | 0.6% | -3.1% | 0.322% | |
| 1/29/2026 | Traction Financial Partners LLC | 55,791 | $3.74M | 2.2% | +5.8% | 1.129% | |
| 1/28/2026 | O ROURKE & COMPANY Inc | 12,024 | $807K | 0.3% | +26.7% | 0.243% | |
| 1/26/2026 | Private Trust Co. NA | 1,380 | $93K | 0.0% | +48.1% | 0.028% | |
| 1/23/2026 | Farther Finance Advisors LLC | 46,464 | $3.12M | 0.0% | +0.6% | 0.941% | |
| 1/22/2026 | Darwin Wealth Management LLC | 19,347 | $1.30M | 0.4% | +6.3% | 0.392% | |
| 1/16/2026 | Legacy Capital Wealth Partners LLC | 12,723 | $853K | 0.2% | +3.6% | 0.271% | |
| 1/15/2026 | Private Advisory Group LLC | 3,361 | $225K | 0.0% | N/A | 0.072% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 3,767 | $253K | 0.0% | +18.0% | 0.082% | |
| 1/1/2026 | JPMorgan Chase & Co. | 537 | $37K | 0.0% | +825.9% | 0.011% | |
| 12/23/2025 | Triumph Capital Management | 4,135 | $285K | 0.1% | +5.2% | 0.085% | |
| 11/18/2025 | Advisory Services Network LLC | 2,699 | $186K | 0.0% | -10.0% | 0.055% | |
| 11/17/2025 | NewEdge Advisors LLC | 28,376 | $1.96M | 0.0% | +48.7% | 0.580% | |
| 11/17/2025 | Triumph Capital Management | 4,135 | $285K | 0.1% | +5.2% | 0.085% | |
| 11/17/2025 | Susquehanna International Group LLP | 23,587 | $1.63M | 0.0% | -14,659.9% | 0.482% | |
| 11/17/2025 | National Bank of Canada FI | 11,725 | $809K | 0.0% | +3.6% | 0.240% | |
| 11/17/2025 | Larson Financial Group LLC | 4,297 | $297K | 0.0% | +13.0% | 0.088% | |
| 11/17/2025 | Citadel Advisors LLC | 138,157 | $9.54M | 0.0% | +414.5% | 2.825% | |
| 11/17/2025 | Bank of America Corp DE | 280,105 | $19.33M | 0.0% | -10.9% | 5.728% | |
| 11/14/2025 | Raymond James Financial Inc. | 58,958 | $4.07M | 0.0% | +83.6% | 1.206% | |
| 11/14/2025 | Equitable Holdings Inc. | 4,847 | $335K | 0.0% | +26.2% | 0.099% | |
| 11/13/2025 | UBS Group AG | 42,663 | $2.95M | 0.0% | +133.9% | 0.872% | |
| 11/13/2025 | Private Advisor Group LLC | 9,358 | $646K | 0.0% | +54.7% | 0.191% | |
| 11/13/2025 | CreativeOne Wealth LLC | 7,008 | $484K | 0.0% | +5.9% | 0.143% | |
| 11/13/2025 | Natixis Advisors LLC | 34,396 | $2.37M | 0.0% | +15.5% | 0.703% | |
| 11/10/2025 | MAI Capital Management | 2,147 | $148K | 0.0% | +16.5% | 0.044% | |
| 11/10/2025 | Advisors Preferred LLC | 500 | $34K | 0.0% | N/A | 0.010% | |
| 11/7/2025 | Axxcess Wealth Management LLC | 47,787 | $3.30M | 0.1% | +7.7% | 0.977% | |
| 11/7/2025 | Beta Wealth Group Inc. | 108,854 | $7.51M | 3.0% | +48.0% | 2.226% | |
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| 11/7/2025 | JPMorgan Chase & Co. | 537 | $37K | 0.0% | +825.9% | 0.011% | |
| 11/6/2025 | Endowment Wealth Management Inc. | 192,882 | $13.31M | 6.0% | +2.0% | 3.944% | |
| 11/5/2025 | LFA Lugano Financial Advisors SA | 16,422 | $1.13M | 0.6% | -6.6% | 0.336% | |
| 11/5/2025 | Flagship Harbor Advisors LLC | 3,011 | $208K | 0.0% | -45.0% | 0.062% | |
| 11/5/2025 | Bessemer Group Inc. | 18,423 | $1.27M | 0.0% | +19.6% | 0.377% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 164,015 | $11.32M | 0.0% | -19.1% | 3.354% | |
| 11/4/2025 | Uptick Partners LLC | 6,726 | $464K | 0.1% | -4.0% | 0.138% | |
| 10/27/2025 | Ashton Thomas Securities LLC | 12,646 | $873K | 0.1% | -3.7% | 0.259% | |
| 10/27/2025 | Touchstone Capital Inc. | 234,679 | $16.20M | 8.3% | N/A | 4.799% | |
| 10/24/2025 | Corundum Trust Company INC | 2,031 | $140K | 0.3% | N/A | 0.042% | |