| 6/18/2026 | Western Wealth Management LLC | 3,884 | $194K | 0.0% | N/A | 0.027% | |
| 5/19/2026 | Western Wealth Management LLC | 3,884 | $194K | 0.0% | N/A | 0.027% | |
| 5/19/2026 | Bank of America Corp DE | 29,320 | $1.47M | 0.0% | -6.5% | 0.203% | |
| 5/18/2026 | Adalta Capital Management LLC | 8,000 | $400K | 0.2% | N/A | 0.055% | |
| 5/18/2026 | Royal Bank of Canada | 83,409 | $4.17M | 0.0% | +19.7% | 0.578% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 45,198 | $2.26M | 0.1% | +118.5% | 0.313% | |
| 5/13/2026 | Cetera Investment Advisers | 206,517 | $10.33M | 0.0% | +66.6% | 1.432% | |
| 5/6/2026 | Independent Financial Group LLC | 6,418 | $321K | 0.0% | N/A | 0.045% | |
| 5/5/2026 | Lane Brothers & Co. Inc. | 130,067 | $6.50M | 4.7% | +10.0% | 0.902% | |
| 5/1/2026 | Barnett & Company Inc. | 14,101 | $705K | 0.5% | +19.1% | 0.099% | |
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| 4/30/2026 | Kestra Advisory Services LLC | 6,583 | $329K | 0.0% | N/A | 0.046% | |
| 4/28/2026 | Retirement Financial Solutions LLC | 186,750 | $9.34M | 2.7% | +2.0% | 1.317% | |
| 4/27/2026 | Private Advisor Group LLC | 36,855 | $1.84M | 0.0% | +54.0% | 0.260% | |
| 4/23/2026 | SageGuard Financial Group LLC | 70,073 | $3.50M | 0.5% | -4.3% | 0.501% | |
| 4/23/2026 | Apollon Wealth Management LLC | 5,018 | $251K | 0.0% | N/A | 0.036% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 34,609 | $1.73M | 0.0% | +40.4% | 0.250% | |
| 4/20/2026 | Brown Lisle Cummings Inc. | 3,325 | $166K | 0.0% | +82.2% | 0.024% | |
| 4/17/2026 | Matthew Goff Investment Advisor LLC | 71,302 | $3.57M | 0.6% | N/A | 0.518% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 14,830 | $741K | 0.0% | +37.8% | 0.109% | |
| 3/13/2026 | Lane Brothers & Co. Inc. | 118,227 | $6.03M | 4.4% | N/A | 1.052% | |
| 3/4/2026 | Stenger Family Office LLC | 2,324 | $118K | 0.0% | N/A | 0.021% | |
| 2/19/2026 | Invesco Ltd. | 4,375,919 | $223.00M | 0.0% | -10.8% | 38.932% | |
| 2/18/2026 | Integrity Wealth Advisors Inc. | 4,810 | $249K | 0.2% | N/A | 0.043% | |
| 2/17/2026 | Cetera Investment Advisers | 123,929 | $6.32M | 0.0% | +157.8% | 1.103% | |
| 2/17/2026 | Osaic Holdings Inc. | 18,933 | $965K | 0.0% | +206.0% | 0.168% | |
| 2/17/2026 | Royal Bank of Canada | 69,660 | $3.55M | 0.0% | +23.2% | 0.620% | |
| 2/16/2026 | Retirement Financial Solutions LLC | 183,163 | $9.33M | 2.7% | N/A | 1.630% | |
| 2/16/2026 | Mariner LLC | 5,060 | $258K | 0.0% | N/A | 0.045% | |
| 2/13/2026 | Stifel Financial Corp | 14,318 | $730K | 0.0% | +134.0% | 0.127% | |
| 2/13/2026 | Wells Fargo & Company MN | 30,465 | $1.55M | 0.0% | N/A | 0.271% | |
| 2/12/2026 | Jane Street Group LLC | 143,360 | $7.31M | 0.0% | +57.0% | 1.275% | |
| 2/12/2026 | Hilton Capital Management LLC | 11,285 | $575K | 0.0% | N/A | 0.100% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 46,639 | $2.38M | 0.0% | +18.9% | 0.415% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 16,013 | $816K | 0.0% | -60.0% | 0.142% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 519 | $26K | 0.0% | N/A | 0.005% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 5,335 | $272K | 0.0% | N/A | 0.047% | |
| 2/12/2026 | Barnett & Company Inc. | 11,842 | $603K | 0.5% | +9.6% | 0.105% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 20,687 | $1.05M | 0.1% | +19.4% | 0.184% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 24,646 | $1.26M | 0.0% | -6.7% | 0.219% | |
| 2/11/2026 | LPL Financial LLC | 643,604 | $32.80M | 0.0% | +51.6% | 5.726% | |
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| 2/10/2026 | Cibc World Market Inc. | 11,190 | $570K | 0.0% | +53.7% | 0.100% | |
| 2/10/2026 | Natixis Advisors LLC | 16,376 | $835K | 0.0% | N/A | 0.146% | |
| 2/9/2026 | Prospera Financial Services Inc | 20,294 | $1.03M | 0.0% | N/A | 0.181% | |
| 2/6/2026 | Prevail Innovative Wealth Advisors LLC | 63,057 | $3.21M | 0.6% | N/A | 0.561% | |
| 2/6/2026 | MJP Associates Inc. ADV | 58,380 | $2.98M | 0.4% | +88.7% | 0.519% | |
| 2/6/2026 | HighTower Advisors LLC | 4,230 | $216K | 0.0% | N/A | 0.038% | |
| 2/5/2026 | Intrua Financial LLC | 4,124 | $210K | 0.0% | -49.4% | 0.037% | |
| 2/4/2026 | Advisor OS LLC | 58,380 | $2.98M | 0.2% | +56.3% | 0.537% | |
| 1/30/2026 | Joel Isaacson & Co. LLC | 9,751 | $497K | 0.0% | +26.9% | 0.090% | |
| 1/29/2026 | UBS Group AG | 166,576 | $8.49M | 0.0% | +78.4% | 1.548% | |
| 1/29/2026 | NBC Securities Inc. | 4,259 | $217K | 0.0% | +8.0% | 0.040% | |
| 1/27/2026 | SageGuard Financial Group LLC | 73,234 | $3.73M | 0.6% | N/A | 0.681% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 10,765 | $549K | 0.0% | N/A | 0.100% | |
| 1/23/2026 | Optima Capital LLC | 3,344 | $170K | 0.1% | N/A | 0.032% | |
| 1/23/2026 | Brown Lisle Cummings Inc. | 1,825 | $93K | 0.0% | +55.3% | 0.017% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 10,626 | $542K | 0.0% | +17.7% | 0.100% | |
| 1/20/2026 | Stratos Investment Management LLC | 9,773 | $498K | 0.0% | +4.3% | 0.092% | |
| 1/20/2026 | Sara Bay Financial | 700 | $36K | 0.0% | N/A | 0.007% | |
| 1/16/2026 | Perigon Wealth Management LLC | 23,760 | $1.21M | 0.0% | -19.4% | 0.227% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 75,455 | $3.85M | 0.1% | +15.3% | 0.721% | |
| 1/9/2026 | Silverlake Wealth Management LLC | 10,435 | $532K | 0.1% | +7.1% | 0.100% | |
| 1/1/2026 | JPMorgan Chase & Co. | 3,059 | $156K | 0.0% | N/A | 0.033% | |
| 11/17/2025 | Bank of America Corp DE | 28,875 | $1.48M | 0.0% | +2.0% | 0.314% | |
| 11/13/2025 | Invesco Ltd. | 4,904,847 | $250.49M | 0.0% | -3.0% | 53.314% | |
| 11/13/2025 | UBS Group AG | 93,377 | $4.77M | 0.0% | N/A | 1.015% | |
| 11/13/2025 | Private Advisor Group LLC | 10,471 | $535K | 0.0% | +74.7% | 0.114% | |
| 11/12/2025 | Advisor OS LLC | 37,360 | $1.91M | 0.2% | N/A | 0.406% | |
| 11/10/2025 | Barnett & Company Inc. | 10,805 | $552K | 0.4% | +97.5% | 0.117% | |
| 11/7/2025 | MJP Associates Inc. ADV | 30,932 | $1.58M | 0.2% | N/A | 0.336% | |
| 11/7/2025 | Wealthcare Advisory Partners LLC | 65,444 | $3.34M | 0.1% | +1.0% | 0.711% | |
| 11/7/2025 | JPMorgan Chase & Co. | 3,059 | $156K | 0.0% | N/A | 0.033% | |
| 11/6/2025 | Cibc World Market Inc. | 7,280 | $372K | 0.0% | N/A | 0.079% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 9,029 | $461K | 0.0% | +27.7% | 0.098% | |
| 11/6/2025 | Stratos Investment Management LLC | 9,369 | $479K | 0.0% | +8.2% | 0.102% | |
| 11/5/2025 | Flagship Harbor Advisors LLC | 55,951 | $2.86M | 0.1% | +3.2% | 0.608% | |
| 11/4/2025 | Jones Financial Companies Lllp | 169,808 | $8.59M | 0.0% | +71.5% | 1.846% | |
| 10/30/2025 | Joel Isaacson & Co. LLC | 7,687 | $393K | 0.0% | +16.4% | 0.081% | |
| 10/29/2025 | Intrua Financial LLC | 8,151 | $416K | 0.0% | N/A | 0.086% | |
| 10/28/2025 | Silverlake Wealth Management LLC | 9,742 | $498K | 0.1% | +8.4% | 0.103% | |
| 10/27/2025 | Stephens Inc. AR | 5,400 | $276K | 0.0% | N/A | 0.057% | |
| 10/22/2025 | O ROURKE & COMPANY Inc | 18,800 | $960K | 0.4% | -1.5% | 0.199% | |
| 10/17/2025 | Perigon Wealth Management LLC | 29,490 | $1.51M | 0.0% | N/A | 0.321% | |
| 10/15/2025 | Private Trust Co. NA | 1,381 | $71K | 0.0% | N/A | 0.015% | |
| 10/10/2025 | Brown Lisle Cummings Inc. | 1,175 | $60K | 0.0% | +571.4% | 0.013% | |
| 9/4/2025 | Osaic Holdings Inc. | 3,816 | $190K | 0.0% | +99.9% | 0.046% | |
| 8/25/2025 | Silverlake Wealth Management LLC | 8,991 | $449K | 0.1% | N/A | 0.109% | |
| 8/15/2025 | Bank of America Corp DE | 28,317 | $1.41M | 0.0% | +142.0% | 0.344% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 7,836 | $391K | 0.1% | N/A | 0.095% | |
| 8/13/2025 | Invesco Ltd. | 5,055,292 | $252.21M | 0.0% | +4.5% | 61.351% | |
| 8/8/2025 | Cetera Investment Advisers | 20,092 | $1.00M | 0.0% | +44.8% | 0.257% | |
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| 8/4/2025 | Flagship Harbor Advisors LLC | 54,221 | $2.71M | 0.1% | +106.8% | 0.693% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 7,071 | $353K | 0.0% | N/A | 0.090% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 1,118 | $56K | 0.0% | N/A | 0.014% | |
| 7/23/2025 | Joel Isaacson & Co. LLC | 6,604 | $329K | 0.0% | N/A | 0.084% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 64,780 | $3.23M | 0.1% | +399.9% | 0.828% | |
| 7/18/2025 | O ROURKE & COMPANY Inc | 19,083 | $952K | 0.4% | -2.3% | 0.267% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 26,161 | $1.31M | 0.0% | +237.3% | 0.365% | |
| 5/19/2025 | Jane Street Group LLC | 64,152 | $3.16M | 0.0% | +715.2% | 1.006% | |
| 5/15/2025 | Royal Bank of Canada | 49,711 | $2.45M | 0.0% | +1,005.2% | 0.779% | |
| 5/12/2025 | Barnett & Company Inc. | 4,348 | $214K | 0.2% | N/A | 0.068% | |