| 7/12/2026 | Walker Asset Management LLC | 22,875 | $1.28M | 0.6% | +4.7% | 0.421% | |
| 7/7/2026 | CoreCap Advisors LLC | 3,025 | $169K | 0.0% | -9.5% | 0.055% | |
| 7/2/2026 | CX Institutional | 1,264 | $71K | 0.0% | -86.0% | 0.023% | |
| 5/19/2026 | Bank of America Corp DE | 43,970 | $2.35M | 0.0% | -22.1% | 0.872% | |
| 5/18/2026 | Royal Bank of Canada | 22,140 | $1.19M | 0.0% | -26.1% | 0.439% | |
| 5/14/2026 | Lido Advisors LLC | 11,007 | $589K | 0.0% | +7.7% | 0.218% | |
| 5/5/2026 | IMC Chicago LLC | 8,974 | $480K | 0.0% | N/A | 0.178% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 871,842 | $46.67M | 0.3% | +5.8% | 17.298% | |
| 5/5/2026 | Sanctuary Advisors LLC | 10,411 | $557K | 0.0% | -11.3% | 0.207% | |
| 5/1/2026 | Fifth Third Bancorp | 488 | $26K | 0.0% | N/A | 0.010% | |
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| 4/27/2026 | Private Advisor Group LLC | 15,247 | $816K | 0.0% | -1.4% | 0.301% | |
| 4/24/2026 | Walker Asset Management LLC | 21,842 | $1.17M | 0.6% | +6.2% | 0.434% | |
| 4/22/2026 | Yoder Wealth Management Inc. | 32,999 | $1.77M | 0.8% | +5.2% | 0.659% | |
| 4/20/2026 | Friedenthal Financial | 26,731 | $1.43M | 0.7% | +3.2% | 0.534% | |
| 2/18/2026 | Blue Chip Partners LLC | 5,170 | $295K | 0.0% | N/A | 0.134% | |
| 2/18/2026 | Vista Investment Management | 32,649 | $1.86M | 0.6% | +2.7% | 0.846% | |
| 2/17/2026 | Royal Bank of Canada | 29,965 | $1.71M | 0.0% | -70.6% | 0.776% | |
| 2/16/2026 | Focus Partners Wealth | 37,925 | $2.16M | 0.0% | N/A | 0.983% | |
| 2/13/2026 | Wells Fargo & Company MN | 154,469 | $8.81M | 0.0% | +22.7% | 4.002% | |
| 2/11/2026 | LPL Financial LLC | 199,620 | $11.38M | 0.0% | -13.5% | 5.172% | |
| 2/10/2026 | Winthrop Capital Management LLC | 4,833 | $276K | 0.1% | -7.7% | 0.125% | |
| 2/9/2026 | Clearstead Advisors LLC | 540 | $31K | 0.0% | -91.5% | 0.014% | |
| 2/6/2026 | Redmont Wealth Advisors LLC | 8,980 | $512K | 0.8% | -10.2% | 0.233% | |
| 2/6/2026 | HighTower Advisors LLC | 121,070 | $6.91M | 0.0% | -1.3% | 3.137% | |
| 2/5/2026 | Leuthold Group LLC | 65,981 | $3.76M | 0.4% | -3.5% | 1.709% | |
| 2/5/2026 | Hills Bank & Trust Co | 17,851 | $1.02M | 0.1% | N/A | 0.462% | |
| 2/5/2026 | Pinnacle Associates Ltd. | 22,545 | $1.29M | 0.0% | -4.9% | 0.584% | |
| 2/3/2026 | International Assets Investment Management LLC | 600 | $34K | 0.0% | N/A | 0.015% | |
| 2/3/2026 | Harel Insurance Investments & Financial Services Ltd. | 824,352 | $47.01M | 0.4% | +14.4% | 21.192% | |
| 1/29/2026 | UBS Group AG | 38,994 | $2.22M | 0.0% | +17.3% | 0.992% | |
| 1/29/2026 | Sanctuary Advisors LLC | 11,733 | $669K | 0.0% | -3.3% | 0.299% | |
| 1/28/2026 | Joseph P. Lucia & Associates LLC | 23,823 | $1.36M | 0.5% | -0.7% | 0.606% | |
| 1/28/2026 | United Asset Strategies Inc. | 55,154 | $3.15M | 0.2% | N/A | 1.403% | |
| 1/27/2026 | TD Waterhouse Canada Inc. | 9,892 | $564K | 0.0% | N/A | 0.252% | |
| 1/27/2026 | Friedenthal Financial | 25,901 | $1.48M | 0.8% | -4.2% | 0.659% | |
| 1/23/2026 | Farther Finance Advisors LLC | 54,589 | $3.11M | 0.0% | +0.9% | 1.386% | |
| 1/23/2026 | Legend Financial Advisors Inc. | 130,086 | $7.42M | 4.5% | +1.8% | 3.302% | |
| 1/23/2026 | Carnegie Investment Counsel | 29,110 | $1.66M | 0.0% | -0.8% | 0.739% | |
| 1/22/2026 | Yoder Wealth Management Inc. | 31,378 | $1.79M | 0.8% | -5.1% | 0.796% | |
| 1/21/2026 | Sound Income Strategies LLC | 1,194 | $70K | 0.0% | +11,840.0% | 0.030% | |
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| 1/16/2026 | Walker Asset Management LLC | 20,564 | $1.17M | 0.6% | -2.4% | 0.515% | |
| 1/13/2026 | CoreCap Advisors LLC | 3,419 | $195K | 0.0% | -16.2% | 0.086% | |
| 1/8/2026 | Legacy Private Trust Co. | 33,879 | $1.93M | 0.1% | +14.0% | 0.856% | |
| 1/7/2026 | Precedent Wealth Partners LLC | 29,739 | $1.70M | 0.4% | N/A | 0.751% | |
| 1/6/2026 | Davis Investment Partners LLC | 17,002 | $975K | 0.3% | -26.1% | 0.429% | |
| 1/1/2026 | JPMorgan Chase & Co. | 73,241 | $4.23M | 0.0% | +40.4% | 1.897% | |
| 11/20/2025 | Asset Dedication LLC | 450 | $26K | 0.0% | N/A | 0.012% | |
| 11/17/2025 | Strategic Wealth Partners Ltd. | 138,119 | $7.97M | 0.6% | +2.5% | 3.578% | |
| 11/17/2025 | Sykon Capital LLC | 34,532 | $1.99M | 0.7% | N/A | 0.895% | |
| 11/17/2025 | Citadel Advisors LLC | 10,911 | $630K | 0.0% | -48.4% | 0.283% | |
| 11/17/2025 | Bank of America Corp DE | 52,216 | $3.01M | 0.0% | -9.9% | 1.353% | |
| 11/17/2025 | Ameriprise Financial Inc. | 5,812 | $335K | 0.0% | +3.7% | 0.151% | |
| 11/14/2025 | Raymond James Financial Inc. | 143,978 | $8.31M | 0.0% | +1.3% | 3.730% | |
| 11/14/2025 | Scotia Capital Inc. | 49,764 | $2.87M | 0.0% | -3.5% | 1.289% | |
| 11/14/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 3,203 | $185K | 0.0% | N/A | 0.083% | |
| 11/14/2025 | Comerica Bank | 525 | $30K | 0.0% | -41.1% | 0.014% | |
| 11/14/2025 | Newbridge Financial Services Group Inc. | 500 | $29K | 0.0% | N/A | 0.013% | |
| 11/13/2025 | UBS Group AG | 33,238 | $1.92M | 0.0% | -9.3% | 0.861% | |
| 11/13/2025 | Winthrop Capital Management LLC | 5,235 | $302K | 0.1% | -8.1% | 0.136% | |
| 11/13/2025 | Private Advisor Group LLC | 15,152 | $874K | 0.0% | -3.9% | 0.393% | |
| 11/10/2025 | Clearstead Advisors LLC | 6,353 | $367K | 0.0% | +1,076.5% | 0.165% | |
| 11/10/2025 | Lion Street Advisors LLC | 2,951 | $170K | 0.1% | N/A | 0.076% | |
| 11/7/2025 | Redmont Wealth Advisors LLC | 10,000 | $577K | 0.8% | N/A | 0.259% | |
| 11/7/2025 | JPMorgan Chase & Co. | 73,241 | $4.23M | 0.0% | +40.4% | 1.897% | |
| 11/7/2025 | HighTower Advisors LLC | 122,713 | $7.08M | 0.0% | -5.5% | 3.179% | |
| 11/6/2025 | Leuthold Group LLC | 68,409 | $3.95M | 0.4% | +187.4% | 1.772% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 5,912 | $341K | 0.0% | -6.9% | 0.153% | |
| 11/4/2025 | Legend Financial Advisors Inc. | 127,775 | $7.37M | 4.5% | -0.6% | 3.310% | |
| 11/4/2025 | Madison Park Capital Advisors LLC | 6,376 | $368K | 0.3% | -31.2% | 0.165% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 4,536 | $262K | 0.0% | N/A | 0.115% | |
| 10/29/2025 | Live Oak Investment Partners | 4,770 | $275K | 0.1% | N/A | 0.121% | |
| 10/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 720,557 | $41.58M | 0.4% | +11.6% | 18.335% | |
| 10/28/2025 | Live Oak Investment Partners | 4,770 | $275K | 0.2% | N/A | 0.121% | |
| 10/23/2025 | CX Institutional | 2,899 | $167K | 0.0% | +2,799.0% | 0.074% | |
| 10/23/2025 | Park Avenue Securities LLC | 78,653 | $4.54M | 0.0% | +14.8% | 2.006% | |
| 10/22/2025 | CoreCap Advisors LLC | 4,078 | $235K | 0.0% | -39.0% | 0.104% | |
| 10/22/2025 | Yoder Wealth Management Inc. | 33,079 | $1.91M | 0.9% | +1.9% | 0.844% | |
| 10/21/2025 | Global Retirement Partners LLC | 2,289 | $132K | 0.0% | -14.4% | 0.058% | |
| 10/20/2025 | Davis Investment Partners LLC | 23,002 | $1.33M | 0.5% | -18.0% | 0.585% | |
| 10/16/2025 | Brian Low Financial Group LLC | 12,128 | $700K | 0.5% | -3.2% | 0.304% | |
| 10/15/2025 | Friedenthal Financial | 27,045 | $1.56M | 0.8% | +2.8% | 0.683% | |
| 10/14/2025 | Farther Finance Advisors LLC | 54,086 | $3.12M | 0.0% | -3.8% | 1.366% | |
| 10/14/2025 | Walker Asset Management LLC | 21,061 | $1.22M | 0.7% | +4.9% | 0.532% | |
| 10/8/2025 | Legacy Private Trust Co. | 29,723 | $1.72M | 0.1% | -5.6% | 0.747% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 1,900 | $101K | 0.0% | -65.4% | 0.052% | |
| 8/15/2025 | BNP Paribas Financial Markets | 10,000 | $532K | 0.0% | N/A | 0.272% | |
| 8/15/2025 | Bank of America Corp DE | 57,956 | $3.08M | 0.0% | +10.8% | 1.575% | |
| 8/15/2025 | Ameriprise Financial Inc. | 5,602 | $298K | 0.0% | -74.4% | 0.152% | |
| 8/14/2025 | Raymond James Financial Inc. | 142,153 | $7.56M | 0.0% | +9.4% | 3.863% | |
| 8/14/2025 | Quantinno Capital Management LP | 6,733 | $358K | 0.0% | N/A | 0.183% | |
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| 8/14/2025 | NewEdge Advisors LLC | 6,006 | $320K | 0.0% | -93.2% | 0.163% | |
| 8/13/2025 | PGIM Custom Harvest LLC | 9,521 | $507K | 0.0% | -8.5% | 0.259% | |
| 8/13/2025 | Lido Advisors LLC | 10,302 | $548K | 0.0% | -5.2% | 0.280% | |
| 8/13/2025 | Leuthold Group LLC | 23,805 | $1.27M | 0.2% | +2.7% | 0.647% | |
| 8/13/2025 | Scotia Capital Inc. | 51,552 | $2.74M | 0.0% | +21.4% | 1.401% | |
| 8/7/2025 | Winthrop Capital Management LLC | 5,694 | $303K | 0.1% | -89.7% | 0.154% | |
| 8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 645,873 | $34.37M | 0.4% | +27.3% | 17.503% | |
| 8/4/2025 | Pinnacle Associates Ltd. | 23,715 | $1.26M | 0.0% | -1.2% | 0.643% | |
| 8/1/2025 | James Investment Research Inc. | 4,454 | $237K | 0.0% | -4.9% | 0.121% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 6,350 | $338K | 0.0% | -62.4% | 0.172% | |