| 7/12/2026 | Walker Asset Management LLC | 19,574 | $587K | 0.3% | +5.6% | 0.240% | |
| 7/9/2026 | Private Wealth Group LLC | 10,997 | $330K | 0.1% | -22.1% | 0.139% | |
| 7/8/2026 | First Heartland Consultants Inc. | 16,922 | $507K | 0.0% | -2.2% | 0.214% | |
| 7/2/2026 | CX Institutional | 3,124 | $94K | 0.0% | -73.6% | 0.040% | |
| 5/19/2026 | Western Wealth Management LLC | 1,805 | $53K | 0.0% | N/A | 0.022% | |
| 5/19/2026 | Royal Fund Management LLC | 12,193 | $360K | 0.0% | -10.0% | 0.147% | |
| 5/19/2026 | Bank of America Corp DE | 298,298 | $8.80M | 0.0% | +15.6% | 3.607% | |
| 5/18/2026 | Royal Bank of Canada | 20,784 | $614K | 0.0% | +45.1% | 0.251% | |
| 5/14/2026 | Lido Advisors LLC | 14,778 | $436K | 0.0% | +7.9% | 0.179% | |
| 5/13/2026 | Cetera Investment Advisers | 200,974 | $5.93M | 0.0% | +14.3% | 2.430% | |
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| 5/8/2026 | Pacific Sun Financial Corp | 54,725 | $1.61M | 0.8% | -2.1% | 0.662% | |
| 5/2/2026 | Carnegie Investment Counsel | 21,450 | $633K | 0.0% | +152.8% | 0.259% | |
| 4/30/2026 | Kestra Advisory Services LLC | 17,482 | $516K | 0.0% | +11.2% | 0.211% | |
| 4/27/2026 | Optas LLC | 15,554 | $459K | 0.1% | +78.1% | 0.187% | |
| 4/24/2026 | Walker Asset Management LLC | 18,544 | $547K | 0.3% | +6.2% | 0.223% | |
| 4/23/2026 | Apollon Wealth Management LLC | 16,260 | $480K | 0.0% | N/A | 0.195% | |
| 4/22/2026 | Yoder Wealth Management Inc. | 32,886 | $970K | 0.4% | +1.2% | 0.395% | |
| 4/20/2026 | Friedenthal Financial | 57,517 | $1.70M | 0.9% | +4.5% | 0.691% | |
| 4/17/2026 | WealthBridge Capital Management LLC | 58,690 | $1.73M | 0.4% | -2.1% | 0.705% | |
| 4/16/2026 | Sunbeam Capital Management LLC | 22,423 | $661K | 0.4% | N/A | 0.270% | |
| 4/16/2026 | Redstone Wealth Management LLC | 21,370 | $630K | 0.5% | -8.5% | 0.255% | |
| 2/18/2026 | Strive Financial Group LLC | 6,593 | $191K | 0.1% | N/A | 0.081% | |
| 2/18/2026 | Vista Investment Management | 8,917 | $259K | 0.1% | -29.8% | 0.109% | |
| 2/17/2026 | Cetera Investment Advisers | 175,768 | $5.10M | 0.0% | +66.5% | 2.151% | |
| 2/17/2026 | Kovack Advisors Inc. | 11,039 | $320K | 0.0% | +12.9% | 0.135% | |
| 2/17/2026 | Osaic Holdings Inc. | 43,452 | $1.26M | 0.0% | +1.0% | 0.532% | |
| 2/17/2026 | Royal Bank of Canada | 14,323 | $415K | 0.0% | +11.8% | 0.175% | |
| 2/16/2026 | Mariner LLC | 24,808 | $720K | 0.0% | -2.0% | 0.304% | |
| 2/13/2026 | Kestra Advisory Services LLC | 15,725 | $456K | 0.0% | +9.1% | 0.192% | |
| 2/13/2026 | Stifel Financial Corp | 16,183 | $470K | 0.0% | N/A | 0.198% | |
| 2/13/2026 | Wells Fargo & Company MN | 12,420 | $361K | 0.0% | +33.5% | 0.152% | |
| 2/12/2026 | Jane Street Group LLC | 12,366 | $359K | 0.0% | N/A | 0.151% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 28,270 | $821K | 0.0% | -42.9% | 0.346% | |
| 2/12/2026 | Sykon Capital LLC | 42,636 | $1.24M | 0.4% | N/A | 0.522% | |
| 2/12/2026 | Kovack Advisors Inc. | 11,039 | $323K | 0.0% | +12.9% | 0.135% | |
| 2/11/2026 | Fortune Financial Group Inc. | 12,794 | $371K | 0.4% | N/A | 0.157% | |
| 2/11/2026 | LPL Financial LLC | 186,925 | $5.43M | 0.0% | -10.6% | 2.288% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 2,529 | $73K | 0.0% | -59.5% | 0.031% | |
| 2/10/2026 | Consolidated Capital Management LLC | 59,836 | $1.74M | 0.5% | N/A | 0.732% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 11,970 | $347K | 0.0% | -28.5% | 0.147% | |
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| 2/9/2026 | Cary Street Partners Financial LLC | 9,017 | $262K | 0.0% | +22.4% | 0.110% | |
| 2/9/2026 | Harbour Investments Inc. | 9,340 | $271K | 0.0% | -11.2% | 0.114% | |
| 2/9/2026 | Clearstead Advisors LLC | 32,578 | $946K | 0.0% | N/A | 0.399% | |
| 2/9/2026 | Redstone Wealth Management LLC | 23,344 | $678K | 0.5% | N/A | 0.286% | |
| 2/6/2026 | HighTower Advisors LLC | 190,635 | $5.53M | 0.0% | -12.2% | 2.333% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 8,762 | $254K | 0.0% | N/A | 0.107% | |
| 2/5/2026 | Hills Bank & Trust Co | 16,644 | $483K | 0.0% | N/A | 0.204% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 922,175 | $26.77M | 0.0% | +34,542.2% | 11.287% | |
| 2/5/2026 | Allworth Financial LP | 7,946 | $231K | 0.0% | +4.2% | 0.097% | |
| 2/5/2026 | Stonebridge Financial Planning Group LLC | 13,498 | $392K | 0.1% | -11.9% | 0.165% | |
| 2/5/2026 | Pacific Sun Financial Corp | 55,895 | $1.62M | 0.8% | -9.1% | 0.684% | |
| 2/2/2026 | Truist Financial Corp | 55,028 | $1.60M | 0.0% | -19.5% | 0.674% | |
| 1/29/2026 | UBS Group AG | 177,284 | $5.15M | 0.0% | -39.1% | 2.230% | |
| 1/28/2026 | Joseph P. Lucia & Associates LLC | 50,980 | $1.48M | 0.5% | -1.4% | 0.641% | |
| 1/27/2026 | Friedenthal Financial | 55,026 | $1.60M | 0.8% | +3.7% | 0.692% | |
| 1/26/2026 | CWM LLC | 3,518 | $102K | 0.0% | +302.1% | 0.044% | |
| 1/23/2026 | Farther Finance Advisors LLC | 45,922 | $1.33M | 0.0% | +1.0% | 0.581% | |
| 1/23/2026 | DHJJ Financial Advisors Ltd. | 34,757 | $1.01M | 0.3% | -9.4% | 0.440% | |
| 1/23/2026 | Carnegie Investment Counsel | 8,485 | $246K | 0.0% | N/A | 0.107% | |
| 1/22/2026 | Yoder Wealth Management Inc. | 32,491 | $943K | 0.4% | +2.7% | 0.411% | |
| 1/22/2026 | Weaver Capital Management LLC | 6,884 | $200K | 0.0% | -9.4% | 0.087% | |
| 1/21/2026 | WealthBridge Capital Management LLC | 59,930 | $1.74M | 0.4% | -0.6% | 0.759% | |
| 1/21/2026 | Planning Directions Inc. | 23,102 | $671K | 0.3% | -6.4% | 0.292% | |
| 1/15/2026 | Royal Fund Management LLC | 13,541 | $393K | 0.0% | N/A | 0.171% | |
| 1/12/2026 | Private Wealth Group LLC | 14,118 | $410K | 0.2% | -83.8% | 0.179% | |
| 1/12/2026 | Focus Financial Network Inc. | 13,897 | $403K | 0.0% | -12.6% | 0.176% | |
| 1/9/2026 | First Heartland Consultants Inc. | 20,508 | $595K | 0.0% | -3.8% | 0.260% | |
| 1/1/2026 | JPMorgan Chase & Co. | 78,283 | $2.29M | 0.0% | -0.8% | 0.963% | |
| 11/24/2025 | CIBC Private Wealth Group LLC | 4,935 | $144K | 0.0% | +41.0% | 0.061% | |
| 11/18/2025 | Advisory Services Network LLC | 4,940 | $144K | 0.0% | N/A | 0.061% | |
| 11/18/2025 | Stonebridge Financial Planning Group LLC | 15,320 | $448K | 0.2% | -6.5% | 0.188% | |
| 11/17/2025 | Susquehanna International Group LLP | 9,947 | $291K | 0.0% | -70.8% | 0.122% | |
| 11/17/2025 | Mariner LLC | 25,323 | $740K | 0.0% | -4.6% | 0.311% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 9,100 | $266K | 0.0% | -7.2% | 0.112% | |
| 11/17/2025 | Lido Advisors LLC | 13,695 | $400K | 0.0% | -7.1% | 0.168% | |
| 11/17/2025 | Citadel Advisors LLC | 36,617 | $1.07M | 0.0% | N/A | 0.450% | |
| 11/17/2025 | Bank of America Corp DE | 251,611 | $7.35M | 0.0% | +4.3% | 3.095% | |
| 11/17/2025 | Ameriprise Financial Inc. | 100,647 | $2.94M | 0.0% | -4.4% | 1.238% | |
| 11/14/2025 | Creative Planning | 10,361 | $303K | 0.0% | -12.1% | 0.127% | |
| 11/14/2025 | Raymond James Financial Inc. | 10,335 | $302K | 0.0% | -50.7% | 0.127% | |
| 11/14/2025 | PGIM Custom Harvest LLC | 15,472 | $452K | 0.0% | -6.9% | 0.190% | |
| 11/14/2025 | Two Sigma Investments LP | 69,200 | $2.02M | 0.0% | N/A | 0.851% | |
| 11/13/2025 | Pacific Sun Financial Corp | 61,485 | $1.80M | 0.9% | -2.4% | 0.756% | |
| 11/13/2025 | UBS Group AG | 291,243 | $8.51M | 0.0% | -8.0% | 3.582% | |
| 11/13/2025 | Private Advisor Group LLC | 37,163 | $1.09M | 0.0% | -6.5% | 0.457% | |
| 11/12/2025 | Advisory Alpha LLC | 6,956 | $204K | 0.0% | -13.2% | 0.086% | |
| 11/10/2025 | Thoroughbred Financial Services LLC | 16,745 | $489K | 0.0% | -4.3% | 0.206% | |
| 11/10/2025 | First Heartland Consultants Inc. | 21,310 | $623K | 0.0% | -12.7% | 0.262% | |
| 11/10/2025 | Kovack Advisors Inc. | 9,775 | $286K | 0.0% | -9.8% | 0.120% | |
| 11/7/2025 | WealthBridge Capital Management LLC | 60,320 | $1.76M | 0.4% | -1.7% | 0.742% | |
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| 11/7/2025 | JPMorgan Chase & Co. | 78,283 | $2.29M | 0.0% | -0.8% | 0.963% | |
| 11/7/2025 | HighTower Advisors LLC | 217,153 | $6.35M | 0.0% | -6.0% | 2.671% | |
| 11/5/2025 | Howe & Rusling Inc. | 2,083 | $61K | 0.0% | +55.7% | 0.026% | |
| 11/5/2025 | Fearless Solutions LLC dba Best Invest | 10,500 | $307K | 0.2% | -6.5% | 0.129% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 106,443 | $3.11M | 0.0% | -3.2% | 1.309% | |
| 11/4/2025 | Jones Financial Companies Lllp | 7,124 | $207K | 0.0% | +10.3% | 0.088% | |
| 11/3/2025 | Truist Financial Corp | 68,383 | $2.00M | 0.0% | +25.2% | 0.841% | |
| 10/29/2025 | Live Oak Investment Partners | 21,283 | $622K | 0.3% | +12.9% | 0.262% | |
| 10/29/2025 | QTR Family Wealth LLC | 11,882 | $347K | 0.2% | -5.1% | 0.146% | |
| 10/28/2025 | Csenge Advisory Group | 6,929 | $203K | 0.0% | -20.5% | 0.085% | |