| 10/9/2026 | First Heartland Consultants Inc. | 11,386 | $659K | 0.0% | N/A | 0.093% | |
| 10/8/2026 | Farther Finance Advisors LLC | 59,107 | $3.42M | 0.0% | +0.5% | 0.483% | |
| 10/8/2026 | YHB Investment Advisors Inc. | 5,601 | $324K | 0.0% | N/A | 0.046% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 102,046 | $6.53M | 0.0% | -16.4% | 0.853% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 1,165 | $75K | 0.0% | N/A | 0.007% | |
| 9/9/2026 | NewEdge Advisors LLC | 175,472 | $11.23M | 0.0% | +1.1% | 0.995% | |
| 8/21/2026 | Firestone Capital Management | 3,189 | $204K | 0.0% | N/A | 0.018% | |
| 8/21/2026 | Vanguard Capital Wealth Advisors | 7,112 | $455K | 0.3% | N/A | 0.040% | |
| 7/12/2026 | Walker Asset Management LLC | 24,572 | $1.57M | 0.8% | +2.9% | 0.143% | |
| 7/10/2026 | Annex Advisory Services LLC | 528,466 | $33.82M | 0.6% | N/A | 3.081% | |
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| 7/10/2026 | G&S Capital LLC | 54,724 | $3.50M | 1.0% | +2.6% | 0.319% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 175,887 | $11.26M | 0.2% | +1.3% | 1.026% | |
| 7/9/2026 | Allied Private Wealth LLC | 486 | $30K | 0.0% | N/A | 0.003% | |
| 7/8/2026 | MRA Advisory Group | 3,233 | $207K | 0.1% | N/A | 0.019% | |
| 7/8/2026 | Williams & Novak LLC | 3,250 | $208K | 0.1% | N/A | 0.019% | |
| 7/8/2026 | First Heartland Consultants Inc. | 11,300 | $723K | 0.0% | +2.6% | 0.066% | |
| 6/3/2026 | NewEdge Advisors LLC | 173,624 | $10.00M | 0.0% | -31.6% | 1.070% | |
| 5/19/2026 | NewEdge Advisors LLC | 173,624 | $10.00M | 0.2% | -31.6% | 1.070% | |
| 5/19/2026 | Bank of America Corp DE | 973,290 | $56.04M | 0.0% | +3.1% | 5.997% | |
| 5/18/2026 | Royal Bank of Canada | 469,946 | $27.06M | 0.0% | +367.2% | 2.896% | |
| 5/16/2026 | Quantinno Capital Management LP | 4,131 | $238K | 0.0% | N/A | 0.025% | |
| 5/15/2026 | Blue Chip Partners LLC | 14,281 | $822K | 0.1% | N/A | 0.088% | |
| 5/14/2026 | Hilltop Holdings Inc. | 20,291 | $1.17M | 0.1% | -2.8% | 0.125% | |
| 5/14/2026 | Lido Advisors LLC | 21,435 | $1.23M | 0.0% | +1.8% | 0.132% | |
| 5/13/2026 | Cetera Investment Advisers | 96,296 | $5.55M | 0.0% | +7.0% | 0.593% | |
| 5/8/2026 | One Charles Private Wealth Services LLC | 5,281 | $304K | 0.1% | -15.1% | 0.033% | |
| 5/5/2026 | Bank of New York Mellon Corp | 248,700 | $14.32M | 0.0% | N/A | 1.532% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 6,844 | $394K | 0.0% | -17.4% | 0.042% | |
| 5/4/2026 | Calamos Advisors LLC | 4,387 | $253K | 0.0% | N/A | 0.027% | |
| 5/1/2026 | Fifth Third Bancorp | 3,694 | $213K | 0.0% | N/A | 0.027% | |
| 4/30/2026 | Kestra Advisory Services LLC | 91,388 | $5.26M | 0.0% | +8.3% | 0.671% | |
| 4/29/2026 | Meitav Investment House Ltd. | 596,431 | $34.34M | 0.4% | -29.7% | 4.382% | |
| 4/27/2026 | Private Advisor Group LLC | 12,499 | $720K | 0.0% | +4.3% | 0.092% | |
| 4/24/2026 | TKG Advisors LLC | 71,520 | $4.12M | 1.7% | -13.0% | 0.530% | |
| 4/24/2026 | Carmel Capital Management L.L.C. | 172,220 | $9.92M | 2.8% | +0.3% | 1.277% | |
| 4/22/2026 | Yoder Wealth Management Inc. | 3,490 | $201K | 0.1% | N/A | 0.026% | |
| 4/22/2026 | Harbor Asset Planning Inc. | 55,542 | $3.20M | 2.7% | +6.3% | 0.412% | |
| 4/22/2026 | TigerOak Management L.L.C. | 113,205 | $6.52M | 2.1% | -0.5% | 0.839% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 9,993 | $575K | 0.0% | -27.2% | 0.074% | |
| 4/20/2026 | Friedenthal Financial | 27,206 | $1.57M | 0.8% | +0.7% | 0.202% | |
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| 4/20/2026 | Brian Low Financial Group LLC | 12,223 | $704K | 0.5% | N/A | 0.091% | |
| 4/20/2026 | Davis Investment Partners LLC | 270,619 | $15.58M | 5.5% | -0.9% | 2.006% | |
| 4/20/2026 | RFG Advisory LLC | 3,745 | $216K | 0.0% | N/A | 0.028% | |
| 3/9/2026 | Corient Private Wealth LLC | 8,092 | $458K | 0.0% | +16.6% | 0.053% | |
| 2/19/2026 | Corient Private Wealth LLC | 8,092 | $458K | 0.0% | +16.6% | 0.053% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 4,486 | $254K | 0.0% | N/A | 0.029% | |
| 2/18/2026 | NewEdge Advisors LLC | 253,868 | $14.38M | 0.1% | -1.4% | 1.663% | |
| 2/18/2026 | IHT Wealth Management LLC | 42,840 | $2.43M | 0.1% | N/A | 0.281% | |
| 2/17/2026 | Cetera Investment Advisers | 89,963 | $5.10M | 0.0% | +20.5% | 0.589% | |
| 2/17/2026 | Hilltop Holdings Inc. | 20,871 | $1.18M | 0.1% | -1.7% | 0.137% | |
| 2/17/2026 | Capital Wealth Alliance LLC | 9,498 | $538K | 0.3% | -3.0% | 0.062% | |
| 2/17/2026 | Equitable Holdings Inc. | 36,100 | $2.04M | 0.0% | -23.3% | 0.236% | |
| 2/17/2026 | Osaic Holdings Inc. | 44,290 | $2.51M | 0.0% | -5.5% | 0.290% | |
| 2/17/2026 | &PARTNERS | 8,756 | $496K | 0.0% | -18.6% | 0.057% | |
| 2/17/2026 | Royal Bank of Canada | 100,588 | $5.70M | 0.0% | +10.7% | 0.659% | |
| 2/16/2026 | Perryman Financial Advisory Inc. AD | 4,021 | $228K | 0.0% | N/A | 0.026% | |
| 2/16/2026 | RFP Financial Group LLC | 14,352 | $813K | 0.4% | -90.5% | 0.094% | |
| 2/16/2026 | MML Investors Services LLC | 8,132 | $461K | 0.0% | +11.4% | 0.053% | |
| 2/16/2026 | Evernest Financial Advisors LLC | 55,440 | $3.14M | 0.7% | -2.4% | 0.363% | |
| 2/16/2026 | Arax Advisory Partners | 4,633 | $262K | 0.0% | N/A | 0.030% | |
| 2/13/2026 | Jacobi Capital Management LLC | 6,275 | $355K | 0.0% | -5.6% | 0.041% | |
| 2/13/2026 | Kestra Advisory Services LLC | 84,364 | $4.78M | 0.0% | +3.9% | 0.552% | |
| 2/13/2026 | Stifel Financial Corp | 35,280 | $2.00M | 0.0% | +10.1% | 0.231% | |
| 2/13/2026 | Wells Fargo & Company MN | 143,863 | $8.15M | 0.0% | +10.8% | 0.942% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 13,711 | $776K | 0.0% | N/A | 0.090% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 7,845 | $444K | 0.0% | -88.3% | 0.051% | |
| 2/12/2026 | IFC & Insurance Marketing Inc. | 450 | $25K | 0.0% | N/A | 0.003% | |
| 2/12/2026 | Sykon Capital LLC | 15,628 | $885K | 0.3% | N/A | 0.102% | |
| 2/11/2026 | LPL Financial LLC | 380,323 | $21.54M | 0.0% | +2.9% | 2.491% | |
| 2/11/2026 | Hilton Head Capital Partners LLC | 586 | $33K | 0.0% | N/A | 0.004% | |
| 2/11/2026 | JPMorgan Chase & Co. | 2,831,327 | $160.34M | 0.0% | +1,022,039.7% | 18.542% | |
| 2/11/2026 | Comprehensive Wealth Management LLC | 44,750 | $2.53M | 1.5% | +10.6% | 0.293% | |
| 2/10/2026 | Cibc World Market Inc. | 18,295 | $1.04M | 0.0% | +49.5% | 0.120% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 2,422,350 | $137.18M | 0.0% | +235.3% | 15.863% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 10,647 | $603K | 0.0% | -8.2% | 0.070% | |
| 2/6/2026 | Signature Estate & Investment Advisors LLC | 12,532 | $710K | 0.0% | +1.3% | 0.082% | |
| 2/6/2026 | Global Retirement Partners LLC | 27,024 | $1.53M | 0.0% | +3.7% | 0.177% | |
| 2/5/2026 | Hills Bank & Trust Co | 21,354 | $1.21M | 0.1% | N/A | 0.140% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 87,252 | $4.94M | 0.0% | +671.3% | 0.571% | |
| 2/2/2026 | Truist Financial Corp | 8,358 | $473K | 0.0% | -12.2% | 0.054% | |
| 2/2/2026 | Advanced Asset Management Advisors Inc | 1,103 | $62K | 0.0% | N/A | 0.007% | |
| 1/30/2026 | Interchange Capital Partners LLC | 9,870 | $559K | 0.1% | -13.6% | 0.064% | |
| 1/29/2026 | Comprehensive Financial Consultants Institutional Inc. | 5,445 | $308K | 0.1% | -9.7% | 0.036% | |
| 1/29/2026 | Traction Financial Partners LLC | 31,702 | $1.80M | 1.1% | -7.5% | 0.209% | |
| 1/29/2026 | UBS Group AG | 138,834 | $7.86M | 0.0% | -9.8% | 0.915% | |
| 1/29/2026 | Live Oak Investment Partners | 23,858 | $1.35M | 0.8% | -8.6% | 0.157% | |
| 1/29/2026 | TKG Advisors LLC | 82,219 | $4.66M | 1.9% | -1.2% | 0.542% | |
| 1/28/2026 | G&S Capital LLC | 58,459 | $3.31M | 1.2% | -1.0% | 0.385% | |
| 1/28/2026 | Carmel Capital Management L.L.C. | 171,635 | $9.72M | 2.9% | +1.6% | 1.131% | |
| 1/27/2026 | Friedenthal Financial | 27,018 | $1.53M | 0.8% | -4.9% | 0.178% | |
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| 1/26/2026 | Private Trust Co. NA | 6,702 | $380K | 0.0% | -51.3% | 0.044% | |
| 1/26/2026 | CWM LLC | 3,218 | $182K | 0.0% | +24.2% | 0.021% | |
| 1/26/2026 | Harbor Asset Planning Inc. | 52,240 | $2.96M | 2.5% | +5.0% | 0.344% | |
| 1/23/2026 | Farther Finance Advisors LLC | 63,102 | $3.57M | 0.0% | +0.7% | 0.414% | |
| 1/22/2026 | Treasure Coast Financial Planning | 34,471 | $1.95M | 1.0% | +5.9% | 0.226% | |
| 1/21/2026 | Graham Capital Wealth Management LLC | 61,727 | $3.50M | 3.2% | N/A | 0.405% | |
| 1/21/2026 | Sound Income Strategies LLC | 1,685 | $103K | 0.0% | N/A | 0.011% | |
| 1/21/2026 | Access Financial Services Inc. | 32,375 | $1.83M | 0.7% | -1.5% | 0.212% | |
| 1/21/2026 | TigerOak Management L.L.C. | 113,823 | $6.45M | 2.0% | -4.4% | 0.746% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 22,761 | $1.29M | 0.0% | +10.2% | 0.150% | |