| 5/19/2026 | Bank of America Corp DE | 122,015 | $5.49M | 0.0% | +21.4% | 1.497% | |
| 5/18/2026 | Core Wealth Advisors Inc. | 5,346 | $241K | 0.1% | -15.0% | 0.066% | |
| 5/18/2026 | Royal Bank of Canada | 17,045 | $767K | 0.0% | -4.4% | 0.209% | |
| 5/15/2026 | Waverly Advisors LLC | 5,983 | $269K | 0.0% | -20.5% | 0.073% | |
| 5/13/2026 | Cetera Investment Advisers | 43,180 | $1.94M | 0.0% | -65.5% | 0.530% | |
| 5/5/2026 | D.A. Davidson & CO. | 13,497 | $608K | 0.0% | -23.0% | 0.166% | |
| 5/2/2026 | Associated Banc Corp | 37,809 | $1.70M | 0.0% | +4.7% | 0.464% | |
| 4/30/2026 | Kestra Advisory Services LLC | 22,245 | $1.00M | 0.0% | +10.6% | 0.273% | |
| 4/28/2026 | Ascentis Independent Advisors | 10,141 | $457K | 0.0% | N/A | 0.124% | |
| 4/21/2026 | Triangle Securities Wealth Management | 18,704 | $842K | 0.2% | +7.0% | 0.229% | |
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| 4/18/2026 | CENTRAL TRUST Co | 3,755 | $169K | 0.0% | -14.0% | 0.046% | |
| 2/18/2026 | Empowered Funds LLC | 2,877 | $130K | 0.0% | N/A | 0.036% | |
| 2/17/2026 | Cetera Investment Advisers | 125,050 | $5.65M | 0.0% | -10.0% | 1.544% | |
| 2/17/2026 | Price T Rowe Associates Inc. MD | 3,184,954 | $143.87M | 0.0% | +20.0% | 39.320% | |
| 2/17/2026 | Royal Bank of Canada | 17,832 | $806K | 0.0% | +13.4% | 0.220% | |
| 2/16/2026 | Arax Advisory Partners | 1,172 | $53K | 0.0% | N/A | 0.014% | |
| 2/13/2026 | Kestra Advisory Services LLC | 20,111 | $908K | 0.0% | +1.1% | 0.248% | |
| 2/13/2026 | Stifel Financial Corp | 31,434 | $1.42M | 0.0% | -69.5% | 0.388% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 23,228 | $1.05M | 0.0% | +17.6% | 0.287% | |
| 2/11/2026 | Empowered Funds LLC | 2,877 | $130K | 0.0% | N/A | 0.036% | |
| 2/11/2026 | M Holdings Securities Inc. | 48,724 | $2.20M | 0.2% | N/A | 0.602% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 12,144 | $549K | 0.0% | -47.2% | 0.150% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 58,581 | $2.65M | 0.0% | +3.0% | 0.723% | |
| 2/9/2026 | Integrity Alliance LLC. | 10,173 | $460K | 0.0% | N/A | 0.126% | |
| 2/6/2026 | Associated Banc Corp | 36,114 | $1.63M | 0.0% | N/A | 0.446% | |
| 1/29/2026 | Aprio Wealth Management LLC | 392,225 | $17.72M | 1.1% | N/A | 4.842% | |
| 1/29/2026 | D.A. Davidson & CO. | 17,535 | $792K | 0.0% | -1.9% | 0.216% | |
| 1/26/2026 | CWM LLC | 78,261 | $3.54M | 0.0% | +1.3% | 0.966% | |
| 1/21/2026 | Landaas & Co. WI ADV | 99,032 | $4.47M | 1.0% | +6.1% | 1.223% | |
| 1/14/2026 | ORG Partners LLC | 10,172 | $459K | 0.1% | +10.7% | 0.125% | |
| 1/14/2026 | Lantz Financial LLC | 110,219 | $4.98M | 1.1% | +10.2% | 1.351% | |
| 1/13/2026 | Triangle Securities Wealth Management | 17,483 | $790K | 0.2% | +12.8% | 0.214% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 60,425 | $2.73M | 0.1% | -24.2% | 0.741% | |
| 11/17/2025 | NewEdge Advisors LLC | 10,254 | $450K | 0.0% | N/A | 0.133% | |
| 11/17/2025 | Bank of America Corp DE | 84,978 | $3.73M | 0.0% | +21.8% | 1.104% | |
| 11/6/2025 | CENTRAL TRUST Co | 4,368 | $192K | 0.0% | -14.7% | 0.057% | |
| 11/6/2025 | Lantz Financial LLC | 100,007 | $4.39M | 1.0% | +6.2% | 1.299% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 21,470 | $942K | 0.0% | -8.4% | 0.279% | |
| 11/4/2025 | Jones Financial Companies Lllp | 142,383 | $6.25M | 0.0% | +38.9% | 1.849% | |
| 11/4/2025 | Landaas & Co. WI ADV | 93,364 | $4.10M | 0.9% | +9.6% | 1.213% | |
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| 10/24/2025 | ORG Partners LLC | 9,187 | $403K | 0.1% | N/A | 0.119% | |
| 10/20/2025 | Merit Financial Group LLC | 77,306 | $3.39M | 0.0% | -4.7% | 1.004% | |
| 10/15/2025 | CWM LLC | 77,280 | $3.39M | 0.0% | -0.7% | 1.026% | |
| 10/15/2025 | Triangle Securities Wealth Management | 15,499 | $680K | 0.2% | +7.6% | 0.206% | |
| 10/10/2025 | Financial Connections Group Inc. | 3,219 | $141K | 0.1% | -31.3% | 0.043% | |
| 10/9/2025 | Dynamic Advisor Solutions LLC | 79,742 | $3.50M | 0.1% | -19.5% | 1.060% | |
| 9/4/2025 | Osaic Holdings Inc. | 36,771 | $1.57M | 0.0% | +30.8% | 0.487% | |
| 8/15/2025 | Bank of America Corp DE | 69,759 | $2.97M | 0.0% | -11.4% | 0.924% | |
| 8/13/2025 | M Holdings Securities Inc. | 46,853 | $1.99M | 0.3% | N/A | 0.621% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 56,782 | $2.42M | 0.0% | +33.5% | 0.752% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 6,458 | $275K | 0.0% | +6.6% | 0.086% | |
| 8/11/2025 | Landaas & Co. WI ADV | 85,200 | $3.62M | 0.9% | +81.7% | 1.128% | |
| 8/8/2025 | Cetera Investment Advisers | 127,292 | $5.42M | 0.0% | +9.3% | 1.686% | |
| 8/6/2025 | Ethos Financial Group LLC | 5,748 | $245K | 0.0% | N/A | 0.076% | |
| 8/1/2025 | Oarsman Capital Inc. | 5,715 | $243K | 0.0% | -8.0% | 0.076% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 23,432 | $997K | 0.0% | +11.7% | 0.310% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 4,617 | $196K | 0.1% | +105.7% | 0.061% | |
| 7/25/2025 | CWM LLC | 77,803 | $3.31M | 0.0% | -9.1% | 1.031% | |
| 7/24/2025 | Financial Connections Group Inc. | 4,688 | $199K | 0.1% | -5.8% | 0.062% | |
| 7/22/2025 | Merit Financial Group LLC | 81,116 | $3.45M | 0.0% | N/A | 1.074% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 19,647 | $836K | 0.0% | +15.4% | 0.260% | |
| 7/11/2025 | Lantz Financial LLC | 94,136 | $4.01M | 1.0% | +8.9% | 1.248% | |
| 7/10/2025 | Triangle Securities Wealth Management | 14,410 | $613K | 0.2% | +109.8% | 0.191% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 99,044 | $4.21M | 0.1% | -20.3% | 1.314% | |
| 5/16/2025 | NewEdge Advisors LLC | 14,716 | $616K | 0.0% | N/A | 0.202% | |
| 5/15/2025 | Royal Bank of Canada | 17,424 | $730K | 0.0% | +11.4% | 0.239% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 42,535 | $1.78M | 0.0% | +37.9% | 0.584% | |
| 5/14/2025 | Price T Rowe Associates Inc. MD | 2,404,101 | $100.67M | 0.0% | +12.7% | 33.023% | |
| 5/6/2025 | Cetera Investment Advisers | 116,468 | $4.88M | 0.0% | +10.8% | 1.611% | |
| 5/2/2025 | Landaas & Co. WI ADV | 46,896 | $1.96M | 0.5% | +517.5% | 0.649% | |
| 5/1/2025 | CWM LLC | 85,574 | $3.58M | 0.0% | +9.3% | 1.184% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 20,983 | $879K | 0.0% | +8.8% | 0.290% | |
| 4/28/2025 | D.A. Davidson & CO. | 17,611 | $737K | 0.0% | +10.4% | 0.244% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 28,917 | $1.21M | 0.0% | -3.6% | 0.400% | |
| 4/18/2025 | CENTRAL TRUST Co | 5,155 | $216K | 0.0% | -8.3% | 0.071% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 17,032 | $713K | 0.0% | -20.7% | 0.238% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 124,218 | $5.20M | 0.2% | N/A | 1.735% | |
| 4/10/2025 | Triangle Securities Wealth Management | 6,867 | $288K | 0.1% | N/A | 0.096% | |
| 4/8/2025 | Lantz Financial LLC | 86,435 | $3.62M | 1.0% | +9.2% | 1.207% | |
| 2/27/2025 | Landaas & Co. WI ADV | 7,595 | $308K | 0.1% | N/A | 0.110% | |
| 2/17/2025 | Waverly Advisors LLC | 15,700 | $637K | 0.0% | -5.4% | 0.378% | |
| 2/17/2025 | Cetera Investment Advisers | 105,129 | $4.26M | 0.0% | +3.0% | 2.533% | |
| 2/17/2025 | Bank of America Corp DE | 69,480 | $2.82M | 0.0% | +66.6% | 1.674% | |
| 2/14/2025 | Jane Street Group LLC | 5,102 | $207K | 0.0% | N/A | 0.123% | |
| 2/14/2025 | Price T Rowe Associates Inc. MD | 2,134,101 | $86.56M | 0.0% | +29.3% | 51.424% | |
| 2/14/2025 | Stifel Financial Corp | 186,340 | $7.56M | 0.0% | +140.4% | 4.490% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 2,244 | $91K | 0.0% | +123.3% | 0.054% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 19,288 | $782K | 0.0% | +3.4% | 0.465% | |
| 2/12/2025 | Riggs Capital Management LLC | 81,512 | $3.31M | 3.2% | N/A | 1.964% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 10,060 | $408K | 0.0% | N/A | 0.242% | |
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| 2/10/2025 | Commonwealth Equity Services LLC | 20,031 | $812K | 0.0% | +14.0% | 0.483% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 1,030 | $42K | 0.0% | +66.7% | 0.025% | |
| 2/6/2025 | Jones Financial Companies Lllp | 38,651 | $1.57M | 0.0% | +112.1% | 0.931% | |
| 1/31/2025 | D.A. Davidson & CO. | 15,958 | $647K | 0.0% | +31.5% | 0.385% | |
| 1/21/2025 | Lantz Financial LLC | 79,146 | $3.21M | 0.9% | +5.3% | 1.907% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 21,490 | $872K | 0.0% | +47.5% | 0.518% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 1,005 | $42K | 0.0% | N/A | 0.024% | |
| 11/15/2024 | Stifel Financial Corp | 77,508 | $3.24M | 0.0% | +30.2% | 1.868% | |
| 10/23/2024 | CENTRAL TRUST Co | 5,732 | $239K | 0.0% | -29.0% | 0.138% | |
| 10/8/2024 | CWM LLC | 63,471 | $2.65M | 0.0% | +55.1% | 1.529% | |