| 6/3/2026 | NewEdge Advisors LLC | 33,179 | $839K | 0.0% | -40.0% | 0.160% | |
| 5/1/2026 | Fifth Third Bancorp | 3,530 | $89K | 0.0% | N/A | 0.017% | |
| 4/30/2026 | Kestra Advisory Services LLC | 46,873 | $1.19M | 0.0% | +21.9% | 0.225% | |
| 4/27/2026 | Private Advisor Group LLC | 73,148 | $1.85M | 0.0% | +19.3% | 0.353% | |
| 4/24/2026 | Barnes Pettey Financial Advisors LLC | 37,369 | $945K | 0.4% | +18.4% | 0.182% | |
| 4/18/2026 | PMG Wealth Management Inc. | 18,550 | $468K | 0.3% | N/A | 0.091% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 149,224 | $3.79M | 0.0% | +122.2% | 0.807% | |
| 2/18/2026 | NewEdge Advisors LLC | 55,309 | $1.41M | 0.0% | -27.0% | 0.299% | |
| 2/18/2026 | OLD Mission Capital LLC | 15,408 | $392K | 0.0% | N/A | 0.083% | |
| 2/17/2026 | Osaic Holdings Inc. | 62,029 | $1.58M | 0.0% | +38.7% | 0.335% | |
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| 2/13/2026 | Kestra Advisory Services LLC | 38,444 | $977K | 0.0% | +162.3% | 0.208% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 143,475 | $3.65M | 0.2% | +1.6% | 0.776% | |
| 2/12/2026 | Jane Street Group LLC | 169,871 | $4.32M | 0.0% | +63.2% | 0.918% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 61,217 | $1.56M | 0.0% | +8.2% | 0.331% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 23,440 | $596K | 0.0% | N/A | 0.127% | |
| 2/11/2026 | LPL Financial LLC | 768,299 | $19.53M | 0.0% | +23.5% | 4.153% | |
| 2/11/2026 | JPMorgan Chase & Co. | 288,885 | $7.34M | 0.0% | +2,008.3% | 1.562% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 113,719 | $2.89M | 0.0% | -60.1% | 0.615% | |
| 2/10/2026 | Dynasty Wealth Management LLC | 175,156 | $4.45M | 0.0% | +1.3% | 0.947% | |
| 2/9/2026 | Huntington National Bank | 8,934 | $227K | 0.0% | N/A | 0.048% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 15,799 | $402K | 0.0% | N/A | 0.085% | |
| 2/6/2026 | Americana Partners LLC | 190,402 | $4.84M | 0.1% | -4.4% | 1.029% | |
| 2/6/2026 | HighTower Advisors LLC | 555,602 | $14.12M | 0.0% | +0.9% | 3.003% | |
| 2/2/2026 | Truist Financial Corp | 277,440 | $7.05M | 0.0% | +21.9% | 1.500% | |
| 1/30/2026 | Barnes Pettey Financial Advisors LLC | 31,562 | $802K | 0.4% | N/A | 0.172% | |
| 1/29/2026 | Comerica Bank | 3,521 | $90K | 0.0% | N/A | 0.019% | |
| 1/29/2026 | Sanctuary Advisors LLC | 10,070 | $256K | 0.0% | -45.2% | 0.056% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 80,187 | $2.04M | 0.0% | +23.2% | 0.443% | |
| 1/23/2026 | FSM Wealth Advisors LLC | 443,104 | $11.26M | 1.5% | +23.9% | 2.462% | |
| 1/23/2026 | Capital Investment Counsel Inc | 35,464 | $901K | 0.1% | +34.0% | 0.197% | |
| 1/16/2026 | Legacy Capital Wealth Partners LLC | 37,305 | $948K | 0.2% | +200.2% | 0.207% | |
| 1/14/2026 | LVW Advisors LLC | 1,005,869 | $25.57M | 2.6% | +4.0% | 5.619% | |
| 1/9/2026 | Leverty Financial Group LLC | 92,274 | $2.35M | 0.6% | +975.2% | 0.515% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 7,855 | $200K | 0.0% | N/A | 0.044% | |
| 1/7/2026 | Sagespring Wealth Partners LLC | 10,221 | $260K | 0.0% | N/A | 0.058% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 141,161 | $3.59M | 0.2% | +1,634.2% | 0.911% | |
| 11/17/2025 | Alliancebernstein L.P. | 7,568,438 | $192.39M | 0.1% | +30.7% | 48.829% | |
| 11/14/2025 | Raymond James Financial Inc. | 151,500 | $3.85M | 0.0% | +96.3% | 0.977% | |
| 11/14/2025 | NorthRock Partners LLC | 1,339,891 | $34.06M | 0.6% | -5.1% | 8.644% | |
| 11/13/2025 | Private Advisor Group LLC | 58,444 | $1.49M | 0.0% | +25.5% | 0.377% | |
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| 11/7/2025 | HighTower Advisors LLC | 550,593 | $14.00M | 0.0% | +1.1% | 3.552% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 225,540 | $5.73M | 0.0% | +8.9% | 1.455% | |
| 11/3/2025 | Truist Financial Corp | 227,510 | $5.78M | 0.0% | -6.5% | 1.468% | |
| 10/31/2025 | Capital Investment Counsel Inc | 26,464 | $673K | 0.1% | +12.8% | 0.173% | |
| 10/30/2025 | Huntleigh Advisors Inc. | 9,200 | $234K | 0.0% | N/A | 0.062% | |
| 10/29/2025 | Dynasty Wealth Management LLC | 172,845 | $4.39M | 0.1% | N/A | 1.160% | |
| 10/29/2025 | Americana Partners LLC | 199,203 | $5.06M | 0.2% | +30.4% | 1.337% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 65,101 | $1.66M | 0.0% | +26.9% | 0.437% | |
| 10/22/2025 | Advisory Resource Group | 122,114 | $3.10M | 0.6% | +5.7% | 0.836% | |
| 10/20/2025 | LVW Advisors LLC | 967,446 | $24.59M | 2.5% | +10.0% | 6.626% | |
| 10/17/2025 | FSM Wealth Advisors LLC | 357,492 | $9.09M | 1.3% | +21.7% | 2.449% | |
| 10/8/2025 | Leverty Financial Group LLC | 8,582 | $218K | 0.1% | -97.4% | 0.060% | |
| 9/4/2025 | Osaic Holdings Inc. | 3,763 | $94K | 0.0% | +574.4% | 0.030% | |
| 8/19/2025 | Advisory Services Network LLC | 35,242 | $871K | 0.0% | +4.6% | 0.284% | |
| 8/14/2025 | Jane Street Group LLC | 192,622 | $4.80M | 0.0% | +41.4% | 1.612% | |
| 8/14/2025 | Raymond James Financial Inc. | 77,192 | $1.92M | 0.0% | N/A | 0.646% | |
| 8/14/2025 | Alliancebernstein L.P. | 5,790,470 | $144.32M | 0.0% | +14.4% | 48.456% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 58,440 | $1.46M | 0.0% | +153.6% | 0.489% | |
| 8/8/2025 | Advisory Resource Group | 115,523 | $2.88M | 0.6% | N/A | 0.967% | |
| 8/7/2025 | Americana Partners LLC | 152,710 | $3.81M | 0.1% | +9.7% | 1.278% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 191,023 | $4.76M | 0.1% | N/A | 1.599% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 207,138 | $5.16M | 0.0% | +530.8% | 1.733% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 293,811 | $7.28M | 1.2% | +484.1% | 2.459% | |
| 7/25/2025 | NorthRock Partners LLC | 1,412,105 | $35.19M | 0.9% | N/A | 11.817% | |
| 7/25/2025 | Landmark Wealth Management LLC | 19,925 | $497K | 0.2% | N/A | 0.167% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 51,286 | $1.28M | 0.0% | N/A | 0.429% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 22,094 | $551K | 0.0% | N/A | 0.185% | |
| 7/18/2025 | Truist Financial Corp | 243,359 | $6.07M | 0.0% | +1,272.5% | 2.054% | |
| 7/17/2025 | Leverty Financial Group LLC | 324,172 | $8.08M | 2.4% | +3.4% | 2.736% | |
| 7/17/2025 | LVW Advisors LLC | 879,311 | $21.92M | 2.4% | +8.3% | 7.420% | |
| 5/19/2025 | Jane Street Group LLC | 136,208 | $3.43M | 0.0% | +1,257.2% | 1.233% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 81,808 | $2.06M | 0.0% | N/A | 0.740% | |
| 5/16/2025 | Alliancebernstein L.P. | 5,060,187 | $127.34M | 0.0% | +49.2% | 45.794% | |
| 5/13/2025 | HighTower Advisors LLC | 534,565 | $13.45M | 0.0% | +19.6% | 4.838% | |
| 4/30/2025 | Alpha Cubed Investments LLC | 8,880 | $223K | 0.0% | N/A | 0.112% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 32,838 | $826K | 0.0% | +255.4% | 0.416% | |
| 4/28/2025 | Capital Investment Counsel Inc | 23,464 | $590K | 0.1% | +124.2% | 0.297% | |
| 4/28/2025 | Private Trust Co. NA | 4,352 | $110K | 0.0% | N/A | 0.055% | |
| 4/28/2025 | FSM Wealth Advisors LLC | 50,303 | $1.27M | 0.3% | N/A | 0.637% | |
| 4/10/2025 | Leverty Financial Group LLC | 313,506 | $7.89M | 3.2% | N/A | 4.237% | |
| 4/9/2025 | LVW Advisors LLC | 811,847 | $20.43M | 2.4% | +102.4% | 10.971% | |
| 2/14/2025 | Jane Street Group LLC | 10,036 | $254K | 0.0% | N/A | 0.836% | |
| 2/13/2025 | Advisory Services Network LLC | 33,376 | $844K | 0.0% | N/A | 2.781% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 9,241 | $234K | 0.0% | N/A | 0.770% | |
| 2/12/2025 | Alliancebernstein L.P. | 3,391,857 | $85.73M | 0.0% | +86.9% | 282.655% | |
| 2/7/2025 | HighTower Advisors LLC | 446,985 | $11.30M | 0.0% | N/A | 37.249% | |
| 2/6/2025 | Atria Investments Inc | 17,771 | $449K | 0.0% | N/A | 1.481% | |
| 2/3/2025 | Capital Investment Counsel Inc | 10,464 | $264K | 0.0% | N/A | 0.872% | |
| 1/31/2025 | Sanctuary Advisors LLC | 18,404 | $467K | 0.0% | -43.1% | 1.534% | |
| 1/31/2025 | Americana Partners LLC | 102,308 | $2.59M | 0.1% | +5.7% | 8.526% | |
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| 1/27/2025 | Silver Oak Securities Incorporated | 12,549 | $317K | 0.0% | N/A | 1.046% | |
| 1/16/2025 | LVW Advisors LLC | 401,177 | $10.14M | 1.2% | N/A | 33.431% | |
| 11/25/2024 | Sanctuary Advisors LLC | 32,364 | $827K | 0.0% | N/A | 2.697% | |
| 10/28/2024 | Americana Partners LLC | 96,757 | $2.50M | 0.2% | -6.6% | 8.063% | |