| 7/10/2026 | LVM Capital Management Ltd. MI | 3,711 | $1.45M | 0.1% | +1.2% | 0.062% | |
| 7/9/2026 | GoalVest Advisory LLC | 59,120 | $23.10M | 4.3% | +6.3% | 0.984% | |
| 7/9/2026 | Private Wealth Group LLC | 12,121 | $4.74M | 1.8% | +6.9% | 0.202% | |
| 7/8/2026 | Beacon Investment Advisory Services Inc. | 191 | $75K | 0.0% | +55.3% | 0.003% | |
| 7/7/2026 | CoreCap Advisors LLC | 1,072 | $419K | 0.0% | +27.2% | 0.018% | |
| 6/18/2026 | Western Wealth Management LLC | 1,119 | $286K | 0.0% | -4.9% | 0.019% | |
| 5/19/2026 | Western Wealth Management LLC | 1,119 | $286K | 0.0% | -4.9% | 0.019% | |
| 5/19/2026 | McIlrath & Eck LLC | 390 | $100K | 0.0% | -8.2% | 0.007% | |
| 5/19/2026 | Bank of America Corp DE | 77,150 | $19.70M | 0.0% | -2.9% | 1.328% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 160 | $41K | 0.0% | N/A | 0.003% | |
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| 5/19/2026 | Arkadios Wealth Advisors | 4,113 | $1.05M | 0.0% | +5.6% | 0.071% | |
| 5/18/2026 | Royal Bank of Canada | 30,006 | $7.66M | 0.0% | +12.8% | 0.516% | |
| 5/16/2026 | Quantinno Capital Management LP | 9,162 | $2.34M | 0.0% | +623.1% | 0.158% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 3,687 | $941K | 0.1% | -6.7% | 0.063% | |
| 5/15/2026 | Waverly Advisors LLC | 831 | $212K | 0.0% | -8.0% | 0.014% | |
| 5/14/2026 | Bank of Nova Scotia | 44,422 | $11.34M | 0.0% | +38.8% | 0.765% | |
| 5/14/2026 | Lido Advisors LLC | 1,987 | $507K | 0.0% | N/A | 0.034% | |
| 5/13/2026 | Cetera Investment Advisers | 4,685 | $1.20M | 0.0% | -4.9% | 0.081% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 15,112 | $3.86M | 0.0% | -0.2% | 0.260% | |
| 5/7/2026 | AlTi Global Inc. | 106,824 | $27.27M | 0.6% | +697.7% | 1.839% | |
| 5/6/2026 | Independent Financial Group LLC | 1,372 | $350K | 0.0% | N/A | 0.024% | |
| 5/5/2026 | Gentry Private Wealth LLC | 22,009 | $5.62M | 3.4% | +25.2% | 0.379% | |
| 5/5/2026 | Sanctuary Advisors LLC | 46,032 | $11.75M | 0.1% | +5,321.9% | 0.792% | |
| 5/5/2026 | Flynn Zito Capital Management LLC | 1,221 | $312K | 0.1% | -2.9% | 0.021% | |
| 5/2/2026 | Global Assets Advisory LLC | 264,517 | $67.53M | 16.1% | N/A | 4.553% | |
| 5/1/2026 | Kaizen Financial Strategies | 685 | $175K | 0.1% | N/A | 0.012% | |
| 5/1/2026 | Fifth Third Bancorp | 226 | $58K | 0.0% | N/A | 0.004% | |
| 4/29/2026 | Geneva Partners LLC | 7,441 | $1.90M | 0.9% | -9.7% | 0.128% | |
| 4/28/2026 | Fortitude Advisory Group L.L.C. | 2,342 | $598K | 0.3% | -10.0% | 0.040% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 6,817 | $1.74M | 0.1% | -3.0% | 0.118% | |
| 4/27/2026 | World Investment Advisors | 896 | $229K | 0.0% | -8.9% | 0.016% | |
| 4/27/2026 | Private Advisor Group LLC | 38,269 | $9.77M | 0.0% | -12.1% | 0.664% | |
| 4/25/2026 | KPP Advisory Services LLC | 11,612 | $2.96M | 0.4% | +4.9% | 0.202% | |
| 4/24/2026 | Acorn Financial Advisory Services Inc. ADV | 1,304 | $333K | 0.0% | +14.6% | 0.023% | |
| 4/23/2026 | Summit Investment Advisory Services LLC | 1,052 | $268K | 0.1% | +5.2% | 0.018% | |
| 4/23/2026 | Private Wealth Group LLC | 11,342 | $2.90M | 1.3% | +5.5% | 0.197% | |
| 4/23/2026 | Detalus Advisors LLC | 1,534 | $392K | 0.1% | +35.8% | 0.027% | |
| 4/23/2026 | Apollon Financial LLC | 3,445 | $879K | 0.1% | +11.9% | 0.060% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 7,187 | $1.84M | 0.0% | -7.8% | 0.125% | |
| 4/21/2026 | Independent Wealth Network Inc. | 3,430 | $876K | 0.3% | N/A | 0.060% | |
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| 4/16/2026 | Aurora Private Wealth Inc. | 2,546 | $679K | 0.5% | -28.9% | 0.045% | |
| 3/13/2026 | World Investment Advisors | 984 | $273K | 0.0% | N/A | 0.017% | |
| 3/9/2026 | Auto Owners Insurance Co | 404,760,008 | $112.47B | 27.0% | +30,856.8% | 7,113.533% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 2,186 | $607K | 0.0% | +20.1% | 0.038% | |
| 2/18/2026 | EP Wealth Advisors LLC | 4,671 | $1.30M | 0.0% | N/A | 0.082% | |
| 2/18/2026 | NewEdge Advisors LLC | 879 | $244K | 0.0% | +551.1% | 0.015% | |
| 2/18/2026 | Prostatis Group LLC | 33,153 | $9.21M | 2.2% | -11.5% | 0.583% | |
| 2/18/2026 | IHT Wealth Management LLC | 5,737 | $1.59M | 0.0% | +4.7% | 0.101% | |
| 2/17/2026 | Cetera Investment Advisers | 4,926 | $1.37M | 0.0% | -5.8% | 0.087% | |
| 2/17/2026 | Hilltop Holdings Inc. | 3,111 | $864K | 0.1% | +99.8% | 0.055% | |
| 2/17/2026 | Equitable Holdings Inc. | 1,143 | $318K | 0.0% | +14.8% | 0.020% | |
| 2/17/2026 | Trexquant Investment LP | 908 | $252K | 0.0% | N/A | 0.016% | |
| 2/17/2026 | Teucrium Investment Advisors LLC | 5,702 | $1.58M | 1.7% | N/A | 0.100% | |
| 2/17/2026 | Osaic Holdings Inc. | 8,697 | $2.42M | 0.0% | +4.4% | 0.153% | |
| 2/17/2026 | Advisory Services Network LLC | 1,395 | $388K | 0.0% | +11.3% | 0.025% | |
| 2/17/2026 | Private Advisor Group LLC | 43,546 | $12.10M | 0.1% | +153.1% | 0.765% | |
| 2/17/2026 | Captrust Financial Advisors | 5,649 | $1.57M | 0.0% | -2.8% | 0.099% | |
| 2/17/2026 | &PARTNERS | 1,296 | $360K | 0.0% | +8.4% | 0.023% | |
| 2/17/2026 | Royal Bank of Canada | 26,592 | $7.39M | 0.0% | -6.1% | 0.467% | |
| 2/16/2026 | RFP Financial Group LLC | 723 | $201K | 0.1% | N/A | 0.013% | |
| 2/16/2026 | MML Investors Services LLC | 3,292 | $915K | 0.0% | +2.4% | 0.058% | |
| 2/16/2026 | Mariner LLC | 1,651 | $459K | 0.0% | -12.1% | 0.029% | |
| 2/16/2026 | Fortitude Advisory Group L.L.C. | 2,602 | $723K | 0.3% | -11.6% | 0.046% | |
| 2/16/2026 | Brown Advisory Inc. | 4,236 | $1.18M | 0.0% | +1.6% | 0.074% | |
| 2/16/2026 | 17 Capital Partners LLC | 3,203 | $890K | 0.5% | -22.3% | 0.056% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,118 | $311K | 0.0% | +3.8% | 0.020% | |
| 2/13/2026 | AlTi Global Inc. | 13,391 | $3.72M | 0.1% | N/A | 0.235% | |
| 2/13/2026 | Stifel Financial Corp | 3,388 | $942K | 0.0% | +42.7% | 0.060% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 19,215 | $5.39M | 0.2% | +1,624.9% | 0.338% | |
| 2/13/2026 | Bank of Nova Scotia | 32,011 | $8.90M | 0.0% | +86.7% | 0.563% | |
| 2/13/2026 | Arkadios Wealth Advisors | 3,895 | $1.08M | 0.0% | +14.6% | 0.068% | |
| 2/13/2026 | First National Bank of Omaha | 15,331 | $4.30M | 0.1% | N/A | 0.269% | |
| 2/13/2026 | Wells Fargo & Company MN | 193,410 | $53.75M | 0.0% | +35.1% | 3.399% | |
| 2/12/2026 | Laurel Oak Wealth Management LLC | 1,085 | $302K | 0.1% | N/A | 0.019% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 8,556 | $2.38M | 0.0% | -4.7% | 0.150% | |
| 2/12/2026 | IFC & Insurance Marketing Inc. | 90 | $25K | 0.0% | N/A | 0.002% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 1,766 | $491K | 0.0% | -2.6% | 0.031% | |
| 2/12/2026 | Bank of Montreal Can | 659 | $183K | 0.0% | +11.9% | 0.012% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 3,291 | $915K | 0.0% | +11.8% | 0.058% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 7,794 | $2.17M | 0.0% | +11.6% | 0.137% | |
| 2/11/2026 | Eldridge Investment Advisors Inc. | 4,045 | $1.12M | 0.2% | +4.1% | 0.071% | |
| 2/11/2026 | LPL Financial LLC | 254,253 | $70.65M | 0.0% | +23.6% | 4.468% | |
| 2/11/2026 | Milestone Investment Advisors LLC | 1,350 | $375K | 0.1% | N/A | 0.024% | |
| 2/10/2026 | REAP Financial Group LLC | 250 | $70K | 0.0% | N/A | 0.004% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 6,128 | $1.70M | 0.0% | -44.3% | 0.108% | |
| 2/10/2026 | Peapack Gladstone Financial Corp | 6,061 | $1.68M | 0.0% | -1.2% | 0.107% | |
| 2/10/2026 | Waterloo Capital L.P. | 1,443 | $401K | 0.0% | +18.1% | 0.025% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 68,494 | $19.03M | 0.0% | -0.6% | 1.204% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 812 | $226K | 0.0% | N/A | 0.014% | |
| 2/9/2026 | Prospera Financial Services Inc | 852 | $237K | 0.0% | N/A | 0.015% | |
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| 2/6/2026 | Flynn Zito Capital Management LLC | 1,257 | $349K | 0.1% | -3.8% | 0.022% | |
| 2/6/2026 | HighTower Advisors LLC | 12,661 | $3.52M | 0.0% | -0.4% | 0.223% | |
| 2/4/2026 | Summit Investment Advisory Services LLC | 1,000 | $278K | 0.1% | N/A | 0.018% | |
| 2/3/2026 | Koshinski Asset Management Inc. | 7,031 | $1.95M | 0.1% | -3.8% | 0.124% | |
| 2/3/2026 | Geneva Partners LLC | 8,239 | $2.29M | 0.8% | -0.9% | 0.146% | |
| 2/3/2026 | Detalus Advisors LLC | 1,130 | $314K | 0.1% | +10.0% | 0.020% | |
| 2/3/2026 | SFG Wealth Management LLC. | 12,123 | $3.37M | 1.3% | +3.1% | 0.214% | |
| 2/2/2026 | Truist Financial Corp | 4,230 | $1.18M | 0.0% | -3.7% | 0.075% | |
| 2/2/2026 | KPP Advisory Services LLC | 11,066 | $3.08M | 0.4% | -3.0% | 0.196% | |
| 2/2/2026 | Aurora Private Wealth Inc. | 3,582 | $995K | 0.7% | N/A | 0.063% | |