| 6/11/2026 | LFG Wealth Partners LLC | 63,050 | $1.51M | 0.9% | +14.9% | 0.059% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 18,530 | $444K | 0.0% | -5.3% | 0.017% | |
| 5/19/2026 | Bank of America Corp DE | 8,901,423 | $213.46M | 0.0% | -3.9% | 8.342% | |
| 5/18/2026 | Royal Bank of Canada | 721,841 | $17.31M | 0.0% | -8.4% | 0.677% | |
| 5/15/2026 | Waverly Advisors LLC | 66,352 | $1.59M | 0.0% | -3.7% | 0.062% | |
| 5/14/2026 | Renaissance Technologies LLC | 16,370 | $393K | 0.0% | -68.9% | 0.015% | |
| 5/14/2026 | FCA Corp TX | 212,397 | $5.09M | 1.4% | +2.4% | 0.199% | |
| 5/14/2026 | Klingman & Associates LLC | 16,594 | $398K | 0.0% | -8.5% | 0.016% | |
| 5/13/2026 | Cetera Investment Advisers | 201,026 | $4.82M | 0.0% | +9.3% | 0.188% | |
| 5/7/2026 | Ironwood Investment Counsel LLC | 12,642 | $303K | 0.0% | -4.3% | 0.012% | |
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| 5/6/2026 | Ranch Capital Advisors Inc. | 91,805 | $2.20M | 0.8% | +5.0% | 0.086% | |
| 5/6/2026 | Oder Investment Management LLC | 90,550 | $2.17M | 1.7% | -3.6% | 0.085% | |
| 5/6/2026 | Independent Financial Group LLC | 126,143 | $3.03M | 0.1% | N/A | 0.118% | |
| 5/5/2026 | Westover Capital Advisors LLC | 382,846 | $9.18M | 1.7% | +2.7% | 0.359% | |
| 5/5/2026 | D.A. Davidson & CO. | 55,900 | $1.34M | 0.0% | +12.2% | 0.052% | |
| 5/5/2026 | Bank of New York Mellon Corp | 30,365 | $728K | 0.0% | -2.5% | 0.028% | |
| 5/5/2026 | Good Harbor Advisors Inc. | 179,197 | $4.30M | 4.7% | -1.6% | 0.168% | |
| 5/5/2026 | LFA Lugano Financial Advisors SA | 9,313 | $222K | 0.1% | +83.8% | 0.009% | |
| 5/5/2026 | Advisors Preferred LLC | 10,666 | $256K | 0.0% | +843.9% | 0.010% | |
| 5/5/2026 | Sanctuary Advisors LLC | 417,981 | $10.02M | 0.1% | +6.5% | 0.392% | |
| 5/4/2026 | Principal Financial Group Inc. | 41,623 | $998K | 0.0% | -57.0% | 0.039% | |
| 5/4/2026 | Spectrum Asset Management Inc. | 106,122 | $2.55M | 5.1% | -81.2% | 0.099% | |
| 5/2/2026 | International Assets Investment Management LLC | 3,180 | $77K | 0.0% | +51.4% | 0.003% | |
| 5/2/2026 | Diversify Wealth Management LLC | 32,615 | $792K | 0.0% | +9.7% | 0.031% | |
| 5/1/2026 | Midwest Trust Co | 52,071 | $1.25M | 0.0% | +14.7% | 0.049% | |
| 5/1/2026 | Fifth Third Bancorp | 91,709 | $2.20M | 0.0% | +2,083.5% | 0.086% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 15,654 | $381K | 0.1% | -10.9% | 0.015% | |
| 4/30/2026 | Kestra Advisory Services LLC | 82,241 | $1.97M | 0.0% | -24.6% | 0.078% | |
| 4/29/2026 | Duncker Streett & Co. Inc. | 99,701 | $2.39M | 0.5% | -0.9% | 0.095% | |
| 4/29/2026 | Addison Capital Co | 156,177 | $3.75M | 0.7% | +35.5% | 0.149% | |
| 4/29/2026 | Unified Investment Management | 14,671 | $352K | 0.4% | -6.2% | 0.014% | |
| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 28,165 | $679K | 0.0% | +13.0% | 0.027% | |
| 4/28/2026 | Whittier Trust Co. | 143,642 | $3.46M | 0.0% | -3.6% | 0.137% | |
| 4/28/2026 | Ascentis Independent Advisors | 5,900 | $141K | 0.0% | N/A | 0.006% | |
| 4/28/2026 | Stephens Inc. AR | 1,478,797 | $35.46M | 0.4% | +4.6% | 1.407% | |
| 4/28/2026 | Pine Harbor Wealth Management LLC | 16,101 | $386K | 0.1% | -9.3% | 0.015% | |
| 4/27/2026 | PFG Investments LLC | 16,687 | $400K | 0.0% | -16.9% | 0.017% | |
| 4/27/2026 | World Investment Advisors | 23,591 | $566K | 0.0% | +44.8% | 0.023% | |
| 4/27/2026 | Private Advisor Group LLC | 179,784 | $4.31M | 0.0% | +5.6% | 0.179% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 14,973 | $359K | 0.0% | +4.9% | 0.015% | |
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| 4/24/2026 | Palouse Capital Management Inc. | 16,495 | $396K | 0.3% | -9.2% | 0.016% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 393,325 | $9.43M | 0.0% | +13.5% | 0.391% | |
| 4/21/2026 | Pinnacle Wealth Management Advisory Group LLC | 14,208 | $341K | 0.0% | -18.4% | 0.014% | |
| 4/21/2026 | OLD National Bancorp IN | 29,681 | $712K | 0.0% | -2.8% | 0.029% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 33,971 | $815K | 0.0% | -33.7% | 0.034% | |
| 4/20/2026 | Brown Lisle Cummings Inc. | 17,195 | $412K | 0.1% | -3.0% | 0.017% | |
| 4/20/2026 | Apella Capital LLC | 115,606 | $2.82M | 0.0% | N/A | 0.115% | |
| 4/17/2026 | Cottonwood Capital Advisors LLC | 124,948 | $3.00M | 2.1% | -3.4% | 0.124% | |
| 4/17/2026 | IFC & Insurance Marketing Inc. | 10,124 | $243K | 0.3% | -40.3% | 0.010% | |
| 4/17/2026 | Matthew Goff Investment Advisor LLC | 404,841 | $9.71M | 1.6% | N/A | 0.402% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 182,295 | $4.44M | 0.0% | +4.1% | 0.185% | |
| 3/13/2026 | World Investment Advisors | 16,293 | $396K | 0.0% | N/A | 0.017% | |
| 3/9/2026 | Corient Private Wealth LLC | 25,291 | $616K | 0.0% | -41.3% | 0.026% | |
| 2/19/2026 | Invesco Ltd. | 246,300 | $5.99M | 0.0% | -2.7% | 0.250% | |
| 2/19/2026 | Corient Private Wealth LLC | 25,291 | $616K | 0.0% | -41.3% | 0.026% | |
| 2/18/2026 | Ameriflex Group Inc. | 10,032 | $244K | 0.1% | -49.0% | 0.010% | |
| 2/18/2026 | NewEdge Advisors LLC | 13,916 | $339K | 0.0% | -25.1% | 0.014% | |
| 2/18/2026 | Evolve Private Wealth LLC | 22,280 | $542K | 0.0% | N/A | 0.023% | |
| 2/17/2026 | AQR Capital Management LLC | 22,611 | $550K | 0.0% | +11.9% | 0.023% | |
| 2/17/2026 | Cetera Investment Advisers | 183,908 | $4.47M | 0.0% | +1.5% | 0.187% | |
| 2/17/2026 | Equitable Holdings Inc. | 13,531 | $329K | 0.0% | +3.8% | 0.014% | |
| 2/17/2026 | Kovack Advisors Inc. | 23,307 | $567K | 0.0% | +124.6% | 0.024% | |
| 2/17/2026 | Osaic Holdings Inc. | 537,138 | $13.07M | 0.0% | -29.2% | 0.546% | |
| 2/17/2026 | Advisory Services Network LLC | 9,329 | $227K | 0.0% | -72.4% | 0.009% | |
| 2/17/2026 | Private Advisor Group LLC | 170,177 | $4.14M | 0.0% | +3.6% | 0.173% | |
| 2/17/2026 | Clark Capital Management Group Inc. | 26,210 | $638K | 0.0% | N/A | 0.027% | |
| 2/17/2026 | &PARTNERS | 29,826 | $726K | 0.0% | +161.9% | 0.030% | |
| 2/17/2026 | Blair William & Co. IL | 6,986 | $170K | 0.0% | +7.7% | 0.007% | |
| 2/17/2026 | Royal Bank of Canada | 788,270 | $19.18M | 0.0% | +21.3% | 0.801% | |
| 2/17/2026 | LFG Wealth Partners LLC | 54,879 | $1.34M | 0.9% | N/A | 0.056% | |
| 2/16/2026 | MML Investors Services LLC | 387,247 | $9.42M | 0.0% | +5.6% | 0.394% | |
| 2/16/2026 | Blue Jean Financial LLC | 57,560 | $1.40M | 1.1% | N/A | 0.058% | |
| 2/16/2026 | Bristlecone Value Partners LLC | 37,337 | $908K | 1.0% | N/A | 0.038% | |
| 2/16/2026 | AFT Forsyth & Company Inc. | 12,074 | $294K | 0.1% | -8.8% | 0.012% | |
| 2/13/2026 | Kestra Advisory Services LLC | 109,057 | $2.65M | 0.0% | +9.0% | 0.111% | |
| 2/13/2026 | Cordoba Advisory Partners LLC | 372,635 | $9.07M | 2.2% | N/A | 0.379% | |
| 2/13/2026 | Segall Bryant & Hamill LLC | 19,557 | $476K | 0.0% | -5.1% | 0.020% | |
| 2/13/2026 | Stifel Financial Corp | 418,342 | $10.18M | 0.0% | +2.3% | 0.425% | |
| 2/13/2026 | Morgan Stanley | 8,776,100 | $213.52M | 0.0% | -0.6% | 8.919% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 40,126 | $976K | 0.0% | -9.5% | 0.041% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 42,041 | $1.02M | 0.0% | -12.8% | 0.043% | |
| 2/13/2026 | QTR Family Wealth LLC | 30,000 | $735K | 0.3% | +233.3% | 0.030% | |
| 2/13/2026 | Boston Family Office LLC | 248,177 | $6.04M | 0.4% | +3.7% | 0.252% | |
| 2/13/2026 | Wells Fargo & Company MN | 3,508,606 | $85.36M | 0.0% | +11.5% | 3.566% | |
| 2/13/2026 | RPg Family Wealth Advisory LLC | 172,405 | $4.20M | 0.9% | -0.4% | 0.175% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 32,830 | $799K | 0.0% | -71.0% | 0.033% | |
| 2/12/2026 | Burke & Herbert Bank & Trust Co. | 32,830 | $799K | 0.2% | -47.2% | 0.033% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 138,435 | $3.37M | 0.0% | -35.5% | 0.141% | |
| 2/12/2026 | Renaissance Technologies LLC | 52,578 | $1.28M | 0.0% | -80.2% | 0.053% | |
| 2/12/2026 | IFC & Insurance Marketing Inc. | 16,966 | $413K | 0.4% | N/A | 0.017% | |
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| 2/12/2026 | Steward Partners Investment Advisory LLC | 37,491 | $912K | 0.0% | -1.9% | 0.038% | |
| 2/12/2026 | Oder Investment Management LLC | 93,970 | $2.29M | 1.7% | -4.5% | 0.095% | |
| 2/12/2026 | Stelac Advisory Services LLC | 51,218 | $1.25M | 0.4% | -14.6% | 0.052% | |
| 2/12/2026 | Principal Securities Inc. | 89,200 | $2.17M | 0.0% | -62.2% | 0.091% | |
| 2/12/2026 | Mosley Wealth Management | 11,528 | $286K | 0.1% | N/A | 0.012% | |
| 2/12/2026 | Kovack Advisors Inc. | 23,307 | $567K | 0.0% | +124.6% | 0.024% | |
| 2/12/2026 | Advisory Resource Group | 75,936 | $1.85M | 0.3% | +1.5% | 0.077% | |
| 2/11/2026 | Walter & Keenan Wealth Management LLC IN ADV | 20,245 | $493K | 0.1% | -11.5% | 0.021% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 346,578 | $8.43M | 0.0% | +4.7% | 0.352% | |
| 2/11/2026 | FCA Corp TX | 207,435 | $5.05M | 1.4% | +5.3% | 0.211% | |