| 10/14/2026 | Walker Asset Management LLC | 21,177 | $1.64M | 0.8% | -6.8% | 0.437% | |
| 10/8/2026 | Farther Finance Advisors LLC | 48,242 | $3.73M | 0.0% | -3.7% | 1.005% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 3,262 | $253K | 0.0% | N/A | 0.089% | |
| 9/9/2026 | NewEdge Advisors LLC | 18,777 | $1.46M | 0.0% | -41.4% | 0.510% | |
| 8/27/2026 | Corient Private Wealth LP | 6,347 | $492K | 0.0% | -10.5% | 0.172% | |
| 7/12/2026 | Walker Asset Management LLC | 22,712 | $1.76M | 0.9% | +4.4% | 0.612% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 3,161 | $245K | 0.0% | -6.8% | 0.086% | |
| 7/9/2026 | Focus Financial Network Inc. | 11,513 | $893K | 0.0% | -22.6% | 0.312% | |
| 7/2/2026 | CX Institutional | 514 | $40K | 0.0% | -90.9% | 0.014% | |
| 6/3/2026 | NewEdge Advisors LLC | 32,038 | $2.29M | 0.0% | -78.7% | 0.880% | |
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| 5/27/2026 | Allen Capital Group LLC | 51,087 | $3.65M | 0.3% | -1.6% | 1.403% | |
| 5/19/2026 | NewEdge Advisors LLC | 31,827 | $2.27M | 0.0% | -78.9% | 0.874% | |
| 5/19/2026 | Bank of America Corp DE | 252,117 | $18.00M | 0.0% | +2.6% | 6.926% | |
| 5/19/2026 | Arkadios Wealth Advisors | 16,897 | $1.21M | 0.0% | -4.4% | 0.464% | |
| 5/18/2026 | Sunbelt Securities Inc. | 20,838 | $1.49M | 0.1% | +9.2% | 0.572% | |
| 5/18/2026 | Royal Bank of Canada | 10,543 | $753K | 0.0% | -29.5% | 0.290% | |
| 5/14/2026 | Lido Advisors LLC | 11,526 | $823K | 0.0% | +4.1% | 0.317% | |
| 5/13/2026 | Cetera Investment Advisers | 53,849 | $3.84M | 0.0% | -51.1% | 1.479% | |
| 5/8/2026 | Pacific Sun Financial Corp | 12,850 | $917K | 0.4% | +5.6% | 0.353% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 7,623 | $544K | 0.0% | +19.0% | 0.209% | |
| 4/30/2026 | Kestra Advisory Services LLC | 7,916 | $565K | 0.0% | -46.6% | 0.216% | |
| 4/29/2026 | Dumont & Blake Investment Advisors LLC | 11,814 | $843K | 0.2% | -3.7% | 0.322% | |
| 4/27/2026 | Private Advisor Group LLC | 17,949 | $1.28M | 0.0% | -7.6% | 0.488% | |
| 4/24/2026 | Walker Asset Management LLC | 21,765 | $1.55M | 0.8% | +6.6% | 0.591% | |
| 4/22/2026 | Yoder Wealth Management Inc. | 44,502 | $3.18M | 1.4% | +2.9% | 1.209% | |
| 4/18/2026 | HHM Wealth Advisors LLC | 1,800 | $129K | 0.0% | -29.3% | 0.049% | |
| 2/18/2026 | NewEdge Advisors LLC | 150,684 | $11.83M | 0.0% | -1.7% | 3.884% | |
| 2/18/2026 | Asset One Wealth Management LLC | 4,235 | $332K | 0.0% | N/A | 0.109% | |
| 2/17/2026 | Cetera Investment Advisers | 110,023 | $8.64M | 0.0% | -3.3% | 2.836% | |
| 2/17/2026 | Osaic Holdings Inc. | 13,405 | $1.05M | 0.0% | -44.6% | 0.345% | |
| 2/17/2026 | Royal Bank of Canada | 14,954 | $1.17M | 0.0% | -12.8% | 0.385% | |
| 2/17/2026 | Blair William & Co. IL | 2,200 | $173K | 0.0% | -6.4% | 0.057% | |
| 2/16/2026 | Perryman Financial Advisory Inc. AD | 10,270 | $806K | 0.1% | N/A | 0.265% | |
| 2/16/2026 | MML Investors Services LLC | 5,274 | $414K | 0.0% | +15.7% | 0.136% | |
| 2/16/2026 | Arax Advisory Partners | 449 | $35K | 0.0% | N/A | 0.012% | |
| 2/13/2026 | Kestra Advisory Services LLC | 14,817 | $1.16M | 0.0% | +13.0% | 0.382% | |
| 2/13/2026 | Stifel Financial Corp | 15,673 | $1.23M | 0.0% | -10.7% | 0.404% | |
| 2/13/2026 | Arkadios Wealth Advisors | 17,668 | $1.39M | 0.0% | -2.2% | 0.455% | |
| 2/13/2026 | Wells Fargo & Company MN | 53,662 | $4.21M | 0.0% | +14.0% | 1.383% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 4,085 | $321K | 0.0% | -11.0% | 0.105% | |
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| 2/12/2026 | Sykon Capital LLC | 11,294 | $887K | 0.3% | N/A | 0.291% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 1,163 | $91K | 0.0% | N/A | 0.030% | |
| 2/11/2026 | LPL Financial LLC | 88,350 | $6.94M | 0.0% | -2.3% | 2.277% | |
| 2/11/2026 | JPMorgan Chase & Co. | 64,600 | $5.07M | 0.0% | -0.8% | 1.665% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 24,700 | $1.94M | 0.0% | +10.8% | 0.637% | |
| 2/9/2026 | Harbour Investments Inc. | 15,818 | $1.24M | 0.0% | -3.0% | 0.408% | |
| 2/9/2026 | Clearstead Advisors LLC | 4,190 | $329K | 0.0% | -20.1% | 0.108% | |
| 2/9/2026 | Allen Capital Group LLC | 51,911 | $4.08M | 0.4% | -1.1% | 1.338% | |
| 2/6/2026 | Evoke Wealth LLC | 10,029 | $787K | 0.0% | N/A | 0.258% | |
| 2/6/2026 | IFP Advisors Inc | 451 | $35K | 0.0% | N/A | 0.012% | |
| 2/6/2026 | HighTower Advisors LLC | 17,963 | $1.41M | 0.0% | -10.2% | 0.463% | |
| 2/5/2026 | Hills Bank & Trust Co | 8,729 | $685K | 0.0% | N/A | 0.225% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 78,575 | $6.17M | 0.0% | +32,235.4% | 2.025% | |
| 2/3/2026 | MGO One Seven LLC | 4,081 | $320K | 0.0% | -24.5% | 0.105% | |
| 1/30/2026 | Joseph Group Capital Management | 105,773 | $8.30M | 2.2% | +1.6% | 2.726% | |
| 1/29/2026 | Dumont & Blake Investment Advisors LLC | 12,266 | $963K | 0.2% | -2.0% | 0.316% | |
| 1/29/2026 | UBS Group AG | 56,050 | $4.40M | 0.0% | -45.1% | 1.445% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 6,405 | $503K | 0.0% | -3.4% | 0.165% | |
| 1/28/2026 | Joseph P. Lucia & Associates LLC | 79,653 | $6.25M | 2.3% | -0.7% | 2.053% | |
| 1/27/2026 | Friedenthal Financial | 7,713 | $605K | 0.3% | -5.0% | 0.199% | |
| 1/26/2026 | Harbor Asset Planning Inc. | 4,733 | $372K | 0.3% | -8.9% | 0.122% | |
| 1/23/2026 | Farther Finance Advisors LLC | 51,098 | $4.01M | 0.0% | -1.5% | 1.314% | |
| 1/22/2026 | Yoder Wealth Management Inc. | 43,252 | $3.40M | 1.5% | -1.2% | 1.112% | |
| 1/21/2026 | BIP Wealth LLC | 5,974 | $469K | 0.0% | N/A | 0.154% | |
| 1/21/2026 | FRG Family Wealth Advisors LLC | 16,660 | $1.31M | 0.2% | -3.9% | 0.428% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 14,236 | $1.13M | 0.1% | -1.5% | 0.365% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 3,794 | $298K | 0.0% | -11.1% | 0.097% | |
| 1/12/2026 | Focus Financial Network Inc. | 17,815 | $1.40M | 0.0% | -5.8% | 0.456% | |
| 1/6/2026 | Davis Investment Partners LLC | 66,249 | $5.20M | 1.8% | -8.7% | 1.694% | |
| 1/1/2026 | JPMorgan Chase & Co. | 65,138 | $5.07M | 0.0% | +0.8% | 1.570% | |
| 11/19/2025 | Sunbelt Securities Inc. | 19,085 | $1.48M | 0.1% | +10.2% | 0.460% | |
| 11/18/2025 | Advisory Services Network LLC | 500 | $39K | 0.0% | N/A | 0.012% | |
| 11/17/2025 | NewEdge Advisors LLC | 153,319 | $11.93M | 0.1% | +7.6% | 3.694% | |
| 11/17/2025 | Susquehanna International Group LLP | 12,769 | $993K | 0.0% | +180.9% | 0.308% | |
| 11/17/2025 | National Bank of Canada FI | 19,699 | $1.53M | 0.0% | +1.3% | 0.475% | |
| 11/17/2025 | Citadel Advisors LLC | 7,522 | $585K | 0.0% | +27.2% | 0.181% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 22,304 | $1.74M | 0.1% | +2.3% | 0.537% | |
| 11/17/2025 | Bank of America Corp DE | 280,253 | $21.80M | 0.0% | +9.9% | 6.753% | |
| 11/14/2025 | Raymond James Financial Inc. | 18,269 | $1.42M | 0.0% | +7.7% | 0.440% | |
| 11/14/2025 | PGIM Custom Harvest LLC | 40,122 | $3.12M | 0.0% | -2.6% | 0.967% | |
| 11/14/2025 | Two Sigma Investments LP | 7,500 | $583K | 0.0% | -5.1% | 0.181% | |
| 11/13/2025 | UBS Group AG | 102,122 | $7.94M | 0.0% | -3.0% | 2.461% | |
| 11/13/2025 | Private Advisor Group LLC | 23,024 | $1.79M | 0.0% | -3.5% | 0.555% | |
| 11/12/2025 | One Charles Private Wealth Services LLC | 4,762 | $370K | 0.1% | +11.0% | 0.115% | |
| 11/12/2025 | Empirical Asset Management LLC | 7,302 | $568K | 0.1% | -3.9% | 0.176% | |
| 11/10/2025 | MAI Capital Management | 10,965 | $853K | 0.0% | -3.3% | 0.264% | |
| 11/10/2025 | Clearstead Advisors LLC | 5,245 | $408K | 0.0% | -4.2% | 0.126% | |
| 11/7/2025 | JPMorgan Chase & Co. | 65,138 | $5.07M | 0.0% | +0.8% | 1.570% | |
| 11/7/2025 | HighTower Advisors LLC | 19,997 | $1.56M | 0.0% | -1.2% | 0.482% | |
| 11/4/2025 | Jones Financial Companies Lllp | 11,857 | $922K | 0.0% | +11.9% | 0.286% | |
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| 11/4/2025 | Thrivent Financial for Lutherans | 16,135 | $1.26M | 0.0% | N/A | 0.389% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 3,258 | $253K | 0.0% | -7.3% | 0.079% | |
| 10/29/2025 | Live Oak Investment Partners | 23,173 | $1.80M | 0.9% | +4.7% | 0.558% | |
| 10/29/2025 | Arkadios Wealth Advisors | 18,063 | $1.41M | 0.0% | +2.3% | 0.435% | |
| 10/29/2025 | HHM Wealth Advisors LLC | 2,547 | $198K | 0.0% | +6.3% | 0.061% | |
| 10/28/2025 | Live Oak Investment Partners | 26,418 | $2.06M | 1.5% | +19.3% | 0.637% | |
| 10/27/2025 | Allen Capital Group LLC | 52,509 | $4.08M | 0.4% | -0.6% | 1.265% | |
| 10/24/2025 | Arkansas Financial Group Inc. | 35,896 | $2.80M | 0.4% | -4.0% | 0.861% | |
| 10/23/2025 | Joseph Group Capital Management | 104,088 | $8.10M | 2.3% | +1.0% | 2.496% | |
| 10/23/2025 | Strategic Blueprint LLC | 6,141 | $478K | 0.0% | -6.3% | 0.147% | |