| 6/26/2026 | WealthPoint Financial LLC | 13,863 | $308K | 0.2% | N/A | 0.024% | |
| 6/4/2026 | Midwest Financial Network LLC | 29,003 | $644K | 0.5% | -8.9% | 0.049% | |
| 6/3/2026 | NewEdge Advisors LLC | 117,279 | $2.61M | 0.0% | +180.9% | 0.199% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 75,872 | $1.69M | 0.1% | +10.3% | 0.129% | |
| 5/19/2026 | NewEdge Advisors LLC | 79,198 | $1.76M | 0.0% | +89.7% | 0.134% | |
| 5/19/2026 | Bank of America Corp DE | 961,700 | $21.37M | 0.0% | -49.4% | 1.631% | |
| 5/19/2026 | Strategic Investment Advisors MI | 6,144 | $137K | 0.0% | N/A | 0.010% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 75,872 | $1.69M | 0.1% | +10.3% | 0.129% | |
| 5/18/2026 | Royal Bank of Canada | 415,920 | $9.24M | 0.0% | -12.1% | 0.706% | |
| 5/15/2026 | Sona Asset Management US LLC | 2,345,000 | $52.11M | 1.1% | N/A | 3.978% | |
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| 5/14/2026 | RMG Wealth Management LLC | 4,784 | $107K | 0.0% | N/A | 0.008% | |
| 5/13/2026 | Cetera Investment Advisers | 518,888 | $11.53M | 0.0% | +303.0% | 0.880% | |
| 5/12/2026 | Insight Advisors LLC PA | 33,597 | $747K | 0.1% | +6.7% | 0.057% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 7,817 | $174K | 0.0% | -8.9% | 0.013% | |
| 5/7/2026 | Balefire LLC | 11,675 | $259K | 0.0% | N/A | 0.020% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 3,370 | $75K | 0.0% | +9,261.1% | 0.006% | |
| 5/6/2026 | Assetmark Inc. | 535,588 | $11.90M | 0.0% | +142.2% | 0.909% | |
| 5/5/2026 | Bank of New York Mellon Corp | 247,795 | $5.51M | 0.0% | -27.0% | 0.420% | |
| 5/5/2026 | Collaborative Wealth Managment Inc. | 19,086 | $424K | 0.2% | -82.0% | 0.032% | |
| 5/5/2026 | Sanctuary Advisors LLC | 80,815 | $1.80M | 0.0% | +64.1% | 0.137% | |
| 5/5/2026 | Sigma Planning Corp | 46,395 | $1.03M | 0.0% | +184.2% | 0.079% | |
| 5/1/2026 | Fifth Third Bancorp | 1,401 | $31K | 0.0% | N/A | 0.002% | |
| 4/30/2026 | Kestra Advisory Services LLC | 27,986 | $622K | 0.0% | +181.9% | 0.048% | |
| 4/29/2026 | Capstone Wealth Management Group LLC | 81,423 | $1.81M | 0.8% | +15.7% | 0.141% | |
| 4/28/2026 | Raleigh Capital Management Inc. | 97,476 | $2.17M | 0.7% | +236.1% | 0.168% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 42,170 | $937K | 0.1% | +16.2% | 0.073% | |
| 4/27/2026 | Arrien Investments Inc. | 380,894 | $8.46M | 4.6% | +3.2% | 0.655% | |
| 4/27/2026 | World Investment Advisors | 11,994 | $267K | 0.0% | N/A | 0.021% | |
| 4/27/2026 | Private Advisor Group LLC | 201,671 | $4.48M | 0.0% | -11.8% | 0.347% | |
| 4/22/2026 | Aspire Private Capital LLC | 161,244 | $3.58M | 0.8% | +213.4% | 0.280% | |
| 4/22/2026 | Econ Financial Services Corp | 240,446 | $5.34M | 2.5% | N/A | 0.415% | |
| 4/21/2026 | HF Advisory Group LLC | 14,436 | $321K | 0.1% | -3.5% | 0.025% | |
| 4/21/2026 | Decker Retirement Planning Inc. | 8,644 | $192K | 0.1% | -6.1% | 0.015% | |
| 4/20/2026 | Global Financial Private Client LLC | 20,144 | $448K | 0.1% | +54.4% | 0.035% | |
| 4/20/2026 | RFG Advisory LLC | 26,857 | $597K | 0.0% | -21.9% | 0.046% | |
| 4/18/2026 | Legacy Wealth Partners LLC | 25,964 | $577K | 0.1% | N/A | 0.045% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 69,958 | $1.55M | 0.1% | +202.6% | 0.121% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 18,787 | $417K | 0.1% | N/A | 0.032% | |
| 4/16/2026 | Capstone Wealth Management Group LLC | 70,361 | $1.59M | 1.0% | +30.6% | 0.121% | |
| 4/16/2026 | Balboa Wealth Partners | 19,240 | $428K | 0.1% | N/A | 0.033% | |
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| 3/17/2026 | Rockefeller Capital Management L.P. | 48,602 | $1.10M | 0.0% | +10.2% | 0.090% | |
| 3/4/2026 | SHP Wealth Management | 46,379 | $1.05M | 0.1% | N/A | 0.086% | |
| 2/18/2026 | Strive Financial Group LLC | 18,383 | $415K | 0.2% | N/A | 0.034% | |
| 2/18/2026 | Caitlin John LLC | 190,077 | $4.29M | 2.8% | +164.8% | 0.351% | |
| 2/18/2026 | NewEdge Advisors LLC | 41,749 | $943K | 0.0% | +483.8% | 0.077% | |
| 2/18/2026 | KKM Financial LLC | 34,150 | $771K | 0.1% | +6.8% | 0.063% | |
| 2/18/2026 | Gotham Asset Management LLC | 470,384 | $10.62M | 0.0% | +26.7% | 0.869% | |
| 2/17/2026 | Cetera Investment Advisers | 128,761 | $2.91M | 0.0% | +49.8% | 0.238% | |
| 2/17/2026 | Hilltop Holdings Inc. | 42,496 | $960K | 0.1% | N/A | 0.078% | |
| 2/17/2026 | Osaic Holdings Inc. | 269,219 | $6.08M | 0.0% | -22.9% | 0.497% | |
| 2/17/2026 | Private Advisor Group LLC | 228,685 | $5.16M | 0.0% | +7.7% | 0.422% | |
| 2/17/2026 | Clark Capital Management Group Inc. | 104,851 | $2.37M | 0.0% | +2.0% | 0.194% | |
| 2/17/2026 | &PARTNERS | 20,612 | $465K | 0.0% | -4.9% | 0.038% | |
| 2/17/2026 | Royal Bank of Canada | 472,997 | $10.68M | 0.0% | +13.2% | 0.873% | |
| 2/16/2026 | MML Investors Services LLC | 39,558 | $893K | 0.0% | +34.8% | 0.073% | |
| 2/16/2026 | Mariner LLC | 22,054 | $498K | 0.0% | -52.9% | 0.041% | |
| 2/16/2026 | Global Endowment Management LP | 18,080 | $409K | 0.1% | +24.2% | 0.033% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 68,779 | $1.55M | 0.1% | N/A | 0.127% | |
| 2/13/2026 | Kestra Advisory Services LLC | 9,927 | $224K | 0.0% | -11.4% | 0.018% | |
| 2/13/2026 | CreativeOne Wealth LLC | 11,386 | $257K | 0.0% | N/A | 0.021% | |
| 2/13/2026 | Stifel Financial Corp | 9,470 | $214K | 0.0% | N/A | 0.017% | |
| 2/13/2026 | Advyzon Investment Management LLC | 72,726 | $1.64M | 0.2% | +4.1% | 0.134% | |
| 2/13/2026 | Novus Advisors LLC | 10,636 | $240K | 0.5% | N/A | 0.020% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 13,782 | $311K | 0.0% | +12.9% | 0.025% | |
| 2/13/2026 | State Street Corp | 3,231,031 | $72.96M | 0.0% | +265.4% | 5.967% | |
| 2/13/2026 | Landmark Wealth Management Inc. | 38,560 | $871K | 0.3% | N/A | 0.071% | |
| 2/13/2026 | Wells Fargo & Company MN | 492,984 | $11.13M | 0.0% | +1.2% | 0.910% | |
| 2/12/2026 | Jane Street Group LLC | 233,422 | $5.27M | 0.0% | -40.8% | 0.431% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 17,600 | $397K | 0.0% | -22.3% | 0.033% | |
| 2/12/2026 | Richard W. Paul & Associates LLC | 1,671 | $38K | 0.0% | +373.4% | 0.003% | |
| 2/12/2026 | Principal Securities Inc. | 159,929 | $3.61M | 0.1% | +9.8% | 0.295% | |
| 2/11/2026 | NYL Investors LLC | 1,456,598 | $32.89M | 11.2% | +0.4% | 2.690% | |
| 2/11/2026 | Entelevest LLC | 25,745 | $581K | 0.6% | N/A | 0.048% | |
| 2/11/2026 | GWN Securities Inc. | 35,552 | $803K | 0.2% | +8.7% | 0.066% | |
| 2/11/2026 | Insight Advisors LLC PA | 31,487 | $711K | 0.1% | -5.4% | 0.058% | |
| 2/11/2026 | Strategic Advocates LLC | 818,385 | $18.59M | 4.8% | -5.1% | 1.511% | |
| 2/11/2026 | LPL Financial LLC | 2,402,379 | $54.25M | 0.0% | +17.1% | 4.437% | |
| 2/11/2026 | JPMorgan Chase & Co. | 170,815 | $3.86M | 0.0% | +7.8% | 0.315% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 79,842 | $1.80M | 0.0% | -4.3% | 0.147% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 94,424 | $2.13M | 0.0% | -71.2% | 0.174% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 698,268 | $15.77M | 0.0% | -1.7% | 1.290% | |
| 2/9/2026 | Collaborative Wealth Managment Inc. | 105,888 | $2.39M | 0.8% | -30.2% | 0.196% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 102,296 | $2.31M | 0.1% | -1.6% | 0.189% | |
| 2/9/2026 | Harbour Investments Inc. | 16,476 | $372K | 0.0% | +154.6% | 0.030% | |
| 2/9/2026 | Prospera Financial Services Inc | 57,299 | $1.29M | 0.0% | -2.3% | 0.106% | |
| 2/6/2026 | IFP Advisors Inc | 204,601 | $4.62M | 0.1% | -22.5% | 0.378% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 7,366 | $166K | 0.0% | +78.4% | 0.014% | |
| 2/6/2026 | HighTower Advisors LLC | 28,746 | $649K | 0.0% | N/A | 0.053% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 383,504 | $8.66M | 0.0% | N/A | 0.708% | |
| 2/5/2026 | RiverFront Investment Group LLC | 15,560 | $351K | 0.0% | -21.0% | 0.029% | |
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| 2/5/2026 | Passumpsic Savings Bank | 325,655 | $7.35M | 4.0% | N/A | 0.601% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 1,038,108 | $23.58M | 0.0% | +4.1% | 1.917% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 9,233 | $208K | 0.0% | N/A | 0.017% | |
| 2/4/2026 | Advisor OS LLC | 35,067 | $792K | 0.1% | N/A | 0.065% | |
| 2/3/2026 | Van Strum & Towne Inc. | 266,938 | $6.03M | 1.7% | +11.2% | 0.497% | |
| 2/3/2026 | Koshinski Asset Management Inc. | 36,305 | $820K | 0.1% | -16.1% | 0.068% | |
| 2/3/2026 | International Assets Investment Management LLC | 1,825 | $41K | 0.0% | N/A | 0.003% | |
| 2/3/2026 | RFG Advisory LLC | 34,374 | $776K | 0.0% | +15.4% | 0.064% | |
| 1/30/2026 | Arrien Investments Inc. | 369,153 | $8.34M | 4.7% | +4.6% | 0.684% | |
| 1/29/2026 | Sanctuary Advisors LLC | 49,257 | $1.11M | 0.0% | +1.9% | 0.087% | |