| 6/18/2026 | Western Wealth Management LLC | 38,131 | $1.21M | 0.0% | N/A | 0.055% | |
| 6/3/2026 | NewEdge Advisors LLC | 31,291 | $991K | 0.0% | +2.5% | 0.045% | |
| 5/22/2026 | WNY Asset Management LLC | 8,047 | $255K | 0.0% | N/A | 0.012% | |
| 5/19/2026 | Western Wealth Management LLC | 38,131 | $1.21M | 0.0% | N/A | 0.055% | |
| 5/19/2026 | Orographic Financial Advisors LLC | 34,218 | $1.08M | 0.8% | N/A | 0.049% | |
| 5/19/2026 | NewEdge Advisors LLC | 31,291 | $991K | 0.0% | +2.5% | 0.045% | |
| 5/19/2026 | Bank of America Corp DE | 416,216 | $13.18M | 0.0% | +1.4% | 0.600% | |
| 5/18/2026 | Royal Bank of Canada | 110,226 | $3.49M | 0.0% | +39.7% | 0.159% | |
| 5/15/2026 | Vawter Financial Ltd. | 8,068 | $255K | 0.1% | -60.4% | 0.012% | |
| 5/15/2026 | Waverly Advisors LLC | 148,830 | $4.71M | 0.0% | +20.3% | 0.214% | |
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| 5/15/2026 | Cannell & Spears LLC | 6,578 | $204K | 0.0% | N/A | 0.009% | |
| 5/14/2026 | Modern Wealth Management LLC | 335,129 | $10.64M | 0.2% | +3.6% | 0.483% | |
| 5/14/2026 | Liberty One Investment Management LLC | 13,655 | $432K | 0.0% | N/A | 0.020% | |
| 5/14/2026 | Sei Investments Co. | 11,369 | $360K | 0.0% | +4.4% | 0.016% | |
| 5/13/2026 | Cetera Investment Advisers | 50,775 | $1.61M | 0.0% | +54.7% | 0.073% | |
| 5/8/2026 | Summit Asset Management LLC | 608,034 | $19.25M | 2.7% | +0.7% | 0.876% | |
| 5/7/2026 | Hamel Associates Inc. | 820,968 | $25.99M | 7.4% | +16.1% | 1.183% | |
| 5/7/2026 | Scarborough Advisors LLC | 1,811 | $57K | 0.0% | N/A | 0.003% | |
| 5/6/2026 | Assetmark Inc. | 1,715 | $54K | 0.0% | -17.2% | 0.002% | |
| 5/6/2026 | Independent Financial Group LLC | 54,448 | $1.72M | 0.1% | N/A | 0.078% | |
| 5/5/2026 | M3 Wealth Management LLC | 12,374 | $392K | 0.3% | N/A | 0.018% | |
| 5/4/2026 | Procyon Advisors LLC | 13,840 | $438K | 0.0% | N/A | 0.020% | |
| 5/2/2026 | Anchor Investment Management LLC | 7,568 | $240K | 0.0% | +165.2% | 0.011% | |
| 5/2/2026 | Valmark Advisers Inc. | 17,000 | $538K | 0.0% | N/A | 0.024% | |
| 5/1/2026 | Fifth Third Bancorp | 6,586 | $209K | 0.0% | +947.1% | 0.009% | |
| 5/1/2026 | Farrow Financial Inc. | 124,338 | $3.94M | 2.2% | +53.8% | 0.180% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 115,758 | $3.67M | 0.0% | -18.4% | 0.167% | |
| 5/1/2026 | OMC Financial Services LTD | 166,350 | $5.27M | 2.0% | +4.6% | 0.240% | |
| 4/30/2026 | Kestra Advisory Services LLC | 38,012 | $1.20M | 0.0% | +14.5% | 0.055% | |
| 4/28/2026 | Red Mountain Financial LLC | 141,892 | $4.49M | 4.2% | +5.6% | 0.205% | |
| 4/28/2026 | Astoria Portfolio Advisors LLC. | 50,244 | $1.62M | 0.4% | +2.3% | 0.073% | |
| 4/27/2026 | Hendershot Investments Inc. | 9,175 | $290K | 0.0% | N/A | 0.013% | |
| 4/27/2026 | IRON Financial LLC | 310,328 | $9.83M | 4.3% | +8.7% | 0.450% | |
| 4/27/2026 | World Investment Advisors | 47,671 | $1.51M | 0.0% | +10.5% | 0.069% | |
| 4/23/2026 | Kohmann Bosshard Financial Services LLC | 59,751 | $1.89M | 0.2% | -7.3% | 0.087% | |
| 4/23/2026 | Noble Family Wealth LLC | 105,112 | $3.33M | 0.7% | +4.5% | 0.153% | |
| 4/23/2026 | North Star Investment Management Corp. | 8,730 | $276K | 0.0% | +77.6% | 0.013% | |
| 4/23/2026 | Pinnacle Bancorp Inc. | 4,372 | $138K | 0.0% | +12.8% | 0.006% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 18,563 | $588K | 0.0% | +49.3% | 0.027% | |
| 4/22/2026 | CrossGen Wealth LLC | 5,403 | $171K | 0.2% | N/A | 0.008% | |
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| 4/22/2026 | Keystone Financial Group Inc. | 19,443 | $616K | 0.3% | -7.3% | 0.028% | |
| 4/22/2026 | Merkkuri Wealth Advisors LLC | 1,380 | $44K | 0.0% | N/A | 0.002% | |
| 4/21/2026 | Fiduciary Alliance LLC | 167,891 | $5.49M | 0.3% | +12.3% | 0.245% | |
| 4/20/2026 | Fifth Third Wealth Advisors LLC | 7,748 | $245K | 0.0% | N/A | 0.011% | |
| 4/17/2026 | Webster Bank N. A. | 2,684 | $85K | 0.0% | N/A | 0.004% | |
| 4/17/2026 | Roble Belko & Company Inc | 2,555 | $81K | 0.0% | N/A | 0.004% | |
| 4/17/2026 | First Merchants Corp | 69,283 | $2.19M | 0.1% | -10.4% | 0.101% | |
| 3/13/2026 | World Investment Advisors | 43,132 | $1.29M | 0.0% | N/A | 0.071% | |
| 3/9/2026 | Corient Private Wealth LLC | 8,252 | $246K | 0.0% | N/A | 0.014% | |
| 3/5/2026 | Mengis Capital Management Inc. | 18,130 | $541K | 0.1% | +17.4% | 0.030% | |
| 2/27/2026 | Strategic Investment Solutions Inc. IL | 2,373 | $71K | 0.0% | +95.6% | 0.004% | |
| 2/26/2026 | Anchor Investment Management LLC | 2,854 | $85K | 0.0% | +12.4% | 0.005% | |
| 2/24/2026 | Astoria Portfolio Advisors LLC. | 49,118 | $1.47M | 0.3% | +54.1% | 0.081% | |
| 2/23/2026 | Monetary Solutions Ltd | 5,072 | $151K | 0.1% | N/A | 0.008% | |
| 2/19/2026 | Corient Private Wealth LLC | 8,252 | $246K | 0.0% | N/A | 0.014% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 9,354 | $279K | 0.0% | +23.8% | 0.015% | |
| 2/18/2026 | NewEdge Advisors LLC | 30,521 | $910K | 0.0% | +3.8% | 0.051% | |
| 2/18/2026 | Crusonia Wealth Advisors LLC | 9,230 | $275K | 0.1% | N/A | 0.015% | |
| 2/18/2026 | Cahill Financial Advisors Inc. | 115,031 | $3.43M | 0.3% | +28.2% | 0.190% | |
| 2/18/2026 | Quadrature Capital Ltd | 7,866 | $235K | 0.0% | N/A | 0.013% | |
| 2/18/2026 | Opus Financial Solutions LLC | 135,488 | $4.04M | 3.8% | N/A | 0.224% | |
| 2/17/2026 | Cetera Investment Advisers | 32,821 | $979K | 0.0% | +8.3% | 0.054% | |
| 2/17/2026 | Osaic Holdings Inc. | 584,471 | $17.43M | 0.0% | +7.1% | 0.968% | |
| 2/17/2026 | Asset Management Group Inc. | 38,906 | $1.16M | 0.2% | +46.1% | 0.064% | |
| 2/17/2026 | &PARTNERS | 7,150 | $213K | 0.0% | N/A | 0.012% | |
| 2/17/2026 | Royal Bank of Canada | 78,889 | $2.35M | 0.0% | +6.2% | 0.131% | |
| 2/16/2026 | Mariner LLC | 55,370 | $1.65M | 0.0% | +8.3% | 0.092% | |
| 2/13/2026 | Kestra Advisory Services LLC | 33,184 | $990K | 0.0% | +5.2% | 0.055% | |
| 2/13/2026 | Inspire Advisors LLC | 28,610 | $853K | 0.1% | +12.6% | 0.047% | |
| 2/13/2026 | Stifel Financial Corp | 127,498 | $3.80M | 0.0% | -6.8% | 0.211% | |
| 2/13/2026 | Magnolia Capital Advisors LLC | 190,278 | $5.67M | 1.2% | +62.8% | 0.315% | |
| 2/13/2026 | Perspective Wealth Advisors LLC | 45,469 | $1.36M | 1.0% | N/A | 0.075% | |
| 2/12/2026 | Jane Street Group LLC | 600,000 | $17.89M | 0.0% | +956.6% | 0.993% | |
| 2/12/2026 | Hohimer Wealth Management LLC | 9,739 | $290K | 0.0% | N/A | 0.016% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 133,392 | $3.98M | 0.0% | +5.7% | 0.221% | |
| 2/12/2026 | Resurgent Financial Advisors LLC | 15,952 | $476K | 0.2% | +39.8% | 0.026% | |
| 2/12/2026 | Cowa LLC | 18,269 | $545K | 0.2% | +3.2% | 0.030% | |
| 2/11/2026 | Scholtz & Company LLC | 12,157 | $363K | 0.2% | N/A | 0.020% | |
| 2/11/2026 | Hamel Associates Inc. | 707,159 | $21.09M | 6.3% | +12.1% | 1.171% | |
| 2/11/2026 | Cerity Partners LLC | 11,023 | $329K | 0.0% | +11.8% | 0.018% | |
| 2/11/2026 | LPL Financial LLC | 344,939 | $10.29M | 0.0% | +23.7% | 0.571% | |
| 2/11/2026 | Franklin Resources Inc. | 1,635 | $49K | 0.0% | N/A | 0.003% | |
| 2/11/2026 | Tradition Wealth Management LLC | 15,391 | $459K | 0.0% | -3.9% | 0.025% | |
| 2/11/2026 | MCF Advisors LLC | 4,607 | $137K | 0.0% | N/A | 0.008% | |
| 2/11/2026 | Clarity Capital Advisors LLC | 14,577 | $435K | 0.2% | -6.3% | 0.024% | |
| 2/10/2026 | Bruce G. Allen Investments LLC | 11,126 | $332K | 0.2% | -10.4% | 0.018% | |
| 2/10/2026 | NewCorp Financial Services Inc. | 8,267 | $247K | 0.2% | N/A | 0.014% | |
| 2/10/2026 | Acorn Wealth Advisors LLC | 22,755 | $679K | 0.2% | +4.2% | 0.038% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 117,108 | $3.49M | 0.0% | +16.9% | 0.194% | |
| 2/9/2026 | Texas Capital Bank Wealth Management Services Inc | 13,792 | $411K | 0.0% | N/A | 0.023% | |
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| 2/9/2026 | Summit Asset Management LLC | 603,929 | $18.01M | 2.5% | -4.9% | 1.000% | |
| 2/6/2026 | HighTower Advisors LLC | 409,414 | $12.21M | 0.0% | -4.6% | 0.678% | |
| 2/4/2026 | Biltmore Family Office LLC | 1,700 | $51K | 0.0% | N/A | 0.003% | |
| 2/4/2026 | World Investment Advisors | 43,132 | $1.25M | 0.0% | N/A | 0.072% | |
| 2/3/2026 | International Assets Investment Management LLC | 1,802 | $54K | 0.0% | N/A | 0.003% | |
| 2/3/2026 | Sequoia Financial Advisors LLC | 141,890 | $4.23M | 0.0% | -22.9% | 0.237% | |
| 2/3/2026 | D.B. Root & Company LLC | 19,035 | $568K | 0.1% | +19.0% | 0.032% | |
| 2/2/2026 | Hidden Cove Wealth Management LLC | 30,913 | $922K | 0.6% | +48.3% | 0.052% | |
| 2/2/2026 | Souders Financial Advisors | 13,637 | $407K | 0.0% | -4.2% | 0.023% | |
| 2/2/2026 | Robertson Stephens Wealth Management LLC | 192,597 | $5.74M | 0.1% | +10.9% | 0.322% | |