| 7/10/2026 | Wealthcare Advisory Partners LLC | 9,744 | $308K | 0.0% | -6.6% | 0.108% | |
| 7/9/2026 | AFG Fiduciary Services Limited Partnership | 17,172 | $545K | 0.4% | -1.9% | 0.190% | |
| 7/8/2026 | Williams & Novak LLC | 19,219 | $608K | 0.4% | -17.0% | 0.213% | |
| 6/3/2026 | NewEdge Advisors LLC | 91,288 | $2.78M | 0.0% | +6.6% | 1.023% | |
| 5/19/2026 | NewEdge Advisors LLC | 91,288 | $28K | 0.0% | +6.6% | 1.023% | |
| 5/4/2026 | Evernest Financial Advisors LLC | 541,504 | $16.62M | 3.5% | +59.2% | 6.071% | |
| 5/4/2026 | NBZ Investment Advisors LLC | 319,396 | $9.71M | 4.2% | +0.3% | 3.581% | |
| 5/1/2026 | Fifth Third Bancorp | 8,951 | $272K | 0.0% | N/A | 0.100% | |
| 4/21/2026 | Laurel Oak Wealth Management LLC | 15,774 | $480K | 0.1% | N/A | 0.177% | |
| 2/18/2026 | NewEdge Advisors LLC | 85,671 | $2.57M | 0.0% | +9.0% | 0.962% | |
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| 2/17/2026 | Royal Bank of Canada | 4,036 | $121K | 0.0% | +118.2% | 0.045% | |
| 2/16/2026 | Mariner LLC | 326,769 | $9.79M | 0.0% | -1.2% | 3.667% | |
| 2/16/2026 | Evernest Financial Advisors LLC | 340,219 | $10.58M | 2.3% | +16.0% | 3.818% | |
| 2/13/2026 | Stifel Financial Corp | 731,863 | $21.93M | 0.0% | +2.1% | 8.214% | |
| 2/13/2026 | Wells Fargo & Company MN | 2,266 | $68K | 0.0% | -14.2% | 0.025% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 144,620 | $4.33M | 0.0% | +62.1% | 1.623% | |
| 2/11/2026 | LPL Financial LLC | 16,211 | $486K | 0.0% | +9.2% | 0.182% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 24,073 | $721K | 0.0% | +96,192.0% | 0.270% | |
| 2/9/2026 | Cary Street Partners Investment Advisory LLC | 25,660 | $769K | 0.2% | N/A | 0.288% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 2,422,855 | $72.61M | 1.8% | -7.7% | 27.193% | |
| 2/6/2026 | HighTower Advisors LLC | 89,086 | $2.67M | 0.0% | -0.9% | 1.000% | |
| 2/5/2026 | Mission Wealth Management LP | 77,378 | $2.32M | 0.0% | -8.5% | 0.868% | |
| 2/5/2026 | Williams & Novak LLC | 24,985 | $749K | 0.6% | -21.8% | 0.280% | |
| 2/3/2026 | NBZ Investment Advisors LLC | 318,519 | $9.55M | 4.2% | +8.0% | 3.551% | |
| 2/3/2026 | Vantage Financial Partners LLC | 8,062 | $242K | 0.0% | -8.5% | 0.090% | |
| 1/30/2026 | Sigma Planning Corp | 13,235 | $397K | 0.0% | -58.6% | 0.148% | |
| 1/29/2026 | UBS Group AG | 1,913,910 | $57.36M | 0.0% | -3.5% | 21.337% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 16,118 | $483K | 0.0% | -2.9% | 0.179% | |
| 1/13/2026 | Dakota Wealth Management | 10,576 | $317K | 0.0% | N/A | 0.118% | |
| 1/13/2026 | FMA Wealth Management LLC | 51,732 | $1.55M | 1.0% | -0.8% | 0.575% | |
| 1/6/2026 | AFG Fiduciary Services Limited Partnership | 17,604 | $529K | 0.0% | -7.0% | 0.196% | |
| 11/17/2025 | NewEdge Advisors LLC | 78,606 | $2.36M | 0.0% | -12.6% | 0.864% | |
| 11/17/2025 | First Foundation Advisors | 9,161 | $275K | 0.0% | N/A | 0.101% | |
| 11/17/2025 | FMA Wealth Management LLC | 52,136 | $1.57M | 1.1% | +2.1% | 0.573% | |
| 11/17/2025 | Verity Asset Management Inc. | 16,854 | $506K | 0.2% | -14.5% | 0.185% | |
| 11/17/2025 | Mariner LLC | 330,625 | $9.92M | 0.0% | -1.4% | 3.633% | |
| 11/17/2025 | Ameriprise Financial Inc. | 219,924 | $6.60M | 0.0% | N/A | 2.417% | |
| 11/14/2025 | Comerica Bank | 7,956 | $239K | 0.0% | N/A | 0.087% | |
| 11/13/2025 | UBS Group AG | 1,982,477 | $59.49M | 0.0% | -0.3% | 21.785% | |
| 11/12/2025 | Evernest Financial Advisors LLC | 293,357 | $8.80M | 2.5% | N/A | 3.224% | |
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| 11/12/2025 | NBZ Investment Advisors LLC | 294,838 | $8.85M | 4.6% | +6.2% | 3.240% | |
| 11/10/2025 | Cary Street Partners Financial LLC | 2,625,513 | $78.79M | 2.0% | +0.3% | 28.852% | |
| 11/7/2025 | Wealthcare Advisory Partners LLC | 16,601 | $498K | 0.0% | +2.1% | 0.182% | |
| 11/7/2025 | HighTower Advisors LLC | 89,864 | $2.70M | 0.0% | -2.1% | 0.988% | |
| 11/5/2025 | Vantage Financial Partners LLC | 8,812 | $264K | 0.1% | -19.7% | 0.097% | |
| 11/4/2025 | Mission Wealth Management LP | 84,564 | $2.54M | 0.1% | N/A | 0.929% | |
| 10/30/2025 | Williams & Novak LLC | 31,953 | $959K | 0.7% | +21.8% | 0.351% | |
| 10/29/2025 | Grey Fox Wealth Advisors LLC | 3,168 | $95K | 0.0% | N/A | 0.035% | |
| 10/22/2025 | D.A. Davidson & CO. | 8,018 | $241K | 0.0% | +12.9% | 0.087% | |
| 8/15/2025 | Captrust Financial Advisors | 55,627 | $1.57M | 0.0% | -2.1% | 0.598% | |
| 8/14/2025 | Jane Street Group LLC | 41,523 | $1.17M | 0.0% | +183.3% | 0.446% | |
| 8/14/2025 | NewEdge Advisors LLC | 89,952 | $2.54M | 0.0% | +178.4% | 0.967% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 2,618,251 | $73.91M | 2.1% | +0.3% | 28.153% | |
| 8/11/2025 | Cannon Advisors Inc. | 8,592 | $243K | 0.2% | -10.3% | 0.092% | |
| 8/5/2025 | Verity Asset Management Inc. | 19,714 | $556K | 0.3% | +6.9% | 0.212% | |
| 8/5/2025 | Sigma Planning Corp | 32,008 | $903K | 0.0% | +62.3% | 0.345% | |
| 8/4/2025 | NBZ Investment Advisors LLC | 277,686 | $7.84M | 4.5% | +0.4% | 2.989% | |
| 7/31/2025 | Insight Wealth Partners LLC | 58,043 | $1.64M | 0.6% | +2.1% | 0.625% | |
| 7/30/2025 | D.A. Davidson & CO. | 7,101 | $200K | 0.0% | N/A | 0.076% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 13,986 | $399K | 0.0% | +5.9% | 0.151% | |
| 7/24/2025 | Williams & Novak LLC | 26,230 | $740K | 0.6% | N/A | 0.282% | |
| 7/24/2025 | IFP Advisors Inc | 940 | $27K | 0.0% | -71.1% | 0.010% | |
| 7/24/2025 | Lokken Investment Group LLC | 11,120 | $314K | 0.1% | -31.8% | 0.120% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 16,257 | $459K | 0.0% | -46.4% | 0.175% | |
| 7/15/2025 | FMA Wealth Management LLC | 51,044 | $1.44M | 1.1% | +3.5% | 0.549% | |
| 7/11/2025 | AFG Fiduciary Services Limited Partnership | 19,031 | $541K | 0.1% | -20.3% | 0.205% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,411 | $211K | 0.0% | N/A | 0.080% | |
| 5/19/2025 | Jane Street Group LLC | 14,659 | $399K | 0.0% | -48.3% | 0.170% | |
| 5/16/2025 | NewEdge Advisors LLC | 32,310 | $879K | 0.0% | +9.3% | 0.375% | |
| 5/15/2025 | Insight Wealth Partners LLC | 56,872 | $1.55M | 0.3% | +9.7% | 0.661% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,209 | $359K | 0.0% | +4.0% | 0.163% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 2,610,656 | $70.98M | 2.2% | -1.3% | 32.270% | |
| 5/9/2025 | NBZ Investment Advisors LLC | 276,498 | $7.52M | 4.3% | +8.7% | 3.418% | |
| 5/7/2025 | Vantage Financial Partners LLC | 12,117 | $329K | 0.1% | -31.4% | 0.150% | |
| 5/5/2025 | IFP Advisors Inc | 3,257 | $89K | 0.0% | -15.8% | 0.040% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 7,646 | $208K | 0.0% | -6.3% | 0.095% | |
| 5/2/2025 | Lokken Investment Group LLC | 16,311 | $443K | 0.2% | -64.2% | 0.202% | |
| 5/2/2025 | Sigma Planning Corp | 19,718 | $536K | 0.0% | +12.7% | 0.244% | |
| 5/1/2025 | Reyes Financial Architecture Inc. | 2,661 | $72K | 0.1% | N/A | 0.033% | |
| 4/28/2025 | Cannon Advisors Inc. | 9,581 | $261K | 0.2% | -33.1% | 0.118% | |
| 4/25/2025 | Verity Asset Management Inc. | 18,444 | $501K | 0.2% | +104.5% | 0.228% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,000 | $27K | 0.0% | -74.4% | 0.012% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 13,644 | $371K | 0.0% | +5.0% | 0.174% | |
| 4/11/2025 | AFG Fiduciary Services Limited Partnership | 23,874 | $627K | 0.2% | -2.2% | 0.304% | |
| 2/17/2025 | Captrust Financial Advisors | 31,737 | $868K | 0.0% | N/A | 0.382% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 2,644,345 | $72.32M | 2.3% | N/A | 31.860% | |
| 2/14/2025 | Jane Street Group LLC | 28,339 | $775K | 0.0% | N/A | 0.341% | |
| 2/14/2025 | Stifel Financial Corp | 550,633 | $15.06M | 0.0% | +1.7% | 6.634% | |
| 2/13/2025 | NewEdge Advisors LLC | 29,563 | $809K | 0.0% | +45.4% | 0.356% | |
| 2/13/2025 | Mariner LLC | 326,140 | $8.92M | 0.0% | -9.0% | 3.929% | |
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| 2/13/2025 | Wells Fargo & Company MN | 3,076 | $84K | 0.0% | -38.2% | 0.037% | |
| 2/12/2025 | Cannon Advisors Inc. | 14,319 | $392K | 0.3% | +6.5% | 0.173% | |
| 2/12/2025 | Lokken Investment Group LLC | 45,532 | $1.25M | 0.5% | -25.5% | 0.549% | |
| 2/12/2025 | NBZ Investment Advisors LLC | 254,436 | $6.96M | 3.9% | N/A | 3.065% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 3,900 | $107K | 0.0% | N/A | 0.047% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 304,512 | $8.33M | 0.0% | +4.7% | 3.669% | |
| 2/7/2025 | HighTower Advisors LLC | 52,737 | $1.44M | 0.0% | -10.2% | 0.635% | |
| 2/6/2025 | Vantage Financial Partners LLC | 17,676 | $483K | 0.1% | -5.8% | 0.213% | |
| 2/4/2025 | IFP Advisors Inc | 3,867 | $106K | 0.0% | +149.5% | 0.047% | |
| 2/3/2025 | Sigma Planning Corp | 17,496 | $479K | 0.0% | N/A | 0.211% | |