| 5/19/2026 | Bank of America Corp DE | 240,867 | $9.01M | 0.0% | -4.7% | 17.842% | |
| 5/18/2026 | Royal Bank of Canada | 61,561 | $2.30M | 0.0% | +2.8% | 4.560% | |
| 5/13/2026 | Cetera Investment Advisers | 10,983 | $411K | 0.0% | -11.0% | 0.814% | |
| 4/23/2026 | Intrua Financial LLC | 15,273 | $572K | 0.1% | -2.6% | 1.131% | |
| 4/22/2026 | Cornerstone Wealth Group LLC | 6,437 | $234K | 0.0% | N/A | 0.477% | |
| 2/23/2026 | Virtu Financial LLC | 7,614 | $257K | 0.0% | -70.8% | 0.564% | |
| 2/17/2026 | Osaic Holdings Inc. | 19,158 | $647K | 0.0% | -5.7% | 1.419% | |
| 2/17/2026 | Royal Bank of Canada | 59,886 | $2.02M | 0.0% | +82.2% | 4.436% | |
| 2/12/2026 | Jane Street Group LLC | 11,559 | $391K | 0.0% | N/A | 0.856% | |
| 2/11/2026 | LPL Financial LLC | 117,488 | $3.97M | 0.0% | -5.4% | 8.703% | |
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| 2/3/2026 | International Assets Investment Management LLC | 2,500 | $84K | 0.0% | -68.6% | 0.185% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 7,084 | $239K | 0.0% | N/A | 0.525% | |
| 1/9/2026 | Marshall Financial Group LLC | 27,057 | $914K | 0.2% | -16.0% | 2.004% | |
| 11/17/2025 | Citadel Advisors LLC | 19,566 | $664K | 0.0% | +48.6% | 1.449% | |
| 11/17/2025 | Bank of America Corp DE | 251,195 | $8.52M | 0.0% | +7.1% | 18.607% | |
| 11/14/2025 | Virtu Financial LLC | 26,116 | $886K | 0.0% | N/A | 1.935% | |
| 11/14/2025 | Tower Research Capital LLC TRC | 16,758 | $568K | 0.0% | +3.8% | 1.241% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 92,651 | $3.14M | 0.0% | +2.0% | 6.863% | |
| 10/31/2025 | B. Riley Wealth Advisors Inc. | 10,898 | $370K | 0.0% | -6.3% | 0.807% | |
| 10/16/2025 | Comprehensive Financial Consultants Institutional Inc. | 11,133 | $378K | 0.1% | +5.6% | 0.825% | |
| 10/8/2025 | Marshall Financial Group LLC | 32,203 | $1.09M | 0.2% | -7.4% | 2.385% | |
| 9/4/2025 | Osaic Holdings Inc. | 21,463 | $701K | 0.0% | +7.5% | 1.590% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 11,635 | $380K | 0.0% | N/A | 0.862% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 16,146 | $527K | 0.0% | -30.7% | 1.196% | |
| 8/15/2025 | MML Investors Services LLC | 53,496 | $1.75M | 0.0% | -15.9% | 3.963% | |
| 8/15/2025 | Bank of America Corp DE | 234,618 | $7.66M | 0.0% | -2.7% | 17.379% | |
| 8/14/2025 | Jane Street Group LLC | 15,868 | $518K | 0.0% | N/A | 1.175% | |
| 8/14/2025 | Raymond James Financial Inc. | 8,929 | $291K | 0.0% | -5.3% | 0.661% | |
| 8/8/2025 | Cetera Investment Advisers | 11,365 | $371K | 0.0% | -49.6% | 0.842% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 90,867 | $2.97M | 0.0% | -7.4% | 6.731% | |
| 7/29/2025 | International Assets Investment Management LLC | 7,950 | $260K | 0.0% | N/A | 0.589% | |
| 7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 10,540 | $344K | 0.1% | N/A | 0.781% | |
| 7/10/2025 | Marshall Financial Group LLC | 34,763 | $1.15M | 0.2% | -8.7% | 2.575% | |
| 7/10/2025 | Financial Management Network Inc. | 6,450 | $215K | 0.0% | -58.1% | 0.478% | |
| 5/15/2025 | Royal Bank of Canada | 22,043 | $752K | 0.0% | -26.0% | 1.633% | |
| 5/12/2025 | Virtu Financial LLC | 9,075 | $310K | 0.0% | N/A | 0.672% | |
| 5/12/2025 | AlphaCore Capital LLC | 4,430 | $151K | 0.0% | N/A | 0.328% | |
| 5/8/2025 | Moors & Cabot Inc. | 5,878 | $201K | 0.0% | N/A | 0.435% | |
| 5/7/2025 | Financial Management Network Inc. | 15,409 | $526K | 0.1% | +4.2% | 1.141% | |
| 5/7/2025 | LPL Financial LLC | 134,252 | $4.58M | 0.0% | -1.7% | 9.945% | |
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| 5/6/2025 | Cetera Investment Advisers | 22,568 | $770K | 0.0% | -2.3% | 1.672% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 98,178 | $3.35M | 0.0% | -4.7% | 7.272% | |
| 4/16/2025 | Marshall Financial Group LLC | 38,055 | $1.30M | 0.3% | -7.6% | 2.718% | |
| 2/17/2025 | Cetera Investment Advisers | 23,103 | $752K | 0.0% | -3.9% | 1.284% | |
| 2/17/2025 | Bank of America Corp DE | 240,554 | $7.83M | 0.0% | +5.1% | 13.364% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 17,451 | $568K | 0.0% | -18.6% | 0.970% | |
| 2/14/2025 | MML Investors Services LLC | 55,336 | $1.80M | 0.0% | -35.0% | 3.074% | |
| 2/13/2025 | Raymond James Financial Inc. | 9,674 | $315K | 0.0% | N/A | 0.537% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 103,047 | $3.36M | 0.0% | +2.3% | 5.725% | |
| 2/11/2025 | LPL Financial LLC | 136,548 | $4.45M | 0.0% | +0.2% | 7.586% | |
| 2/6/2025 | Raymond James Financial Inc. | 9,674 | $315K | 0.0% | N/A | 0.537% | |
| 2/3/2025 | Financial Management Network Inc. | 14,786 | $484K | 0.1% | -18.1% | 0.821% | |
| 1/24/2025 | Western Pacific Wealth Management LP | 2,550 | $83K | 0.1% | -59.5% | 0.142% | |
| 11/15/2024 | MML Investors Services LLC | 85,094 | $2.96M | 0.0% | +0.5% | 4.727% | |
| 10/31/2024 | Western Pacific Wealth Management LP | 6,300 | $219K | 0.1% | +147.1% | 0.350% | |
| 10/29/2024 | Van ECK Associates Corp | 150,041 | $5.20M | 0.0% | -0.7% | 8.336% | |
| 10/23/2024 | Financial Management Network Inc. | 18,044 | $623K | 0.1% | -74.7% | 1.002% | |
| 10/22/2024 | Private Advisor Group LLC | 22,172 | $771K | 0.0% | N/A | 1.232% | |
| 10/16/2024 | Marshall Financial Group LLC | 41,002 | $1.43M | 0.3% | N/A | 2.278% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 11,968 | $380K | 0.0% | -41.5% | 0.665% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 107,342 | $3.41M | 0.0% | -2.2% | 5.963% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 20,451 | $619K | 0.0% | +32.7% | 1.136% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 6,350 | $205K | 0.0% | N/A | 0.347% | |
| 4/30/2024 | Van ECK Associates Corp | 151,046 | $4.88M | 0.0% | -2.0% | 8.254% | |
| 4/22/2024 | Financial Management Network Inc. | 167,872 | $5.28M | 1.3% | -13.3% | 9.173% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 15,406 | $478K | 0.0% | -24.7% | 0.522% | |
| 2/5/2024 | Pursue Wealth Partners LLC | 64,700 | $2.01M | 1.3% | -4.4% | 2.193% | |
| 1/22/2024 | Financial Management Network Inc. | 193,701 | $6.06M | 1.8% | -9.8% | 6.566% | |
| 1/16/2024 | Raymond James & Associates | 78,927 | $2.45M | 0.0% | -8.5% | 2.675% | |
| 1/16/2024 | Ferguson Shapiro LLC | 135,103 | $4.19M | 2.0% | -75.9% | 4.580% | |
| 12/1/2023 | B. Riley Wealth Advisors Inc. | 20,451 | $619K | 0.0% | -4.1% | 0.693% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 26,564 | $804K | 0.0% | -8.4% | 0.900% | |
| 11/13/2023 | LPL Financial LLC | 261,270 | $7.91M | 0.0% | -4.9% | 8.857% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 108,257 | $3.28M | 0.0% | +2.2% | 3.670% | |
| 10/27/2023 | Gradient Investments LLC | 128,945 | $3.90M | 0.1% | -0.4% | 4.371% | |
| 10/25/2023 | Ferguson Shapiro LLC | 561,152 | $16.98M | 9.3% | -0.9% | 19.022% | |
| 10/24/2023 | Raymond James & Associates | 86,282 | $2.61M | 0.0% | -58.3% | 2.925% | |
| 10/24/2023 | Financial Management Network Inc. | 214,800 | $6.34M | 2.1% | -5.3% | 7.281% | |
| 10/10/2023 | EWG Elevate Inc. | 9,903 | $300K | 0.1% | +10.3% | 0.336% | |
| 8/14/2023 | Eqis Capital Management Inc. | 38,032 | $1.21M | 0.1% | +68.0% | 1.289% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 20,451 | $652K | 0.0% | +12.8% | 0.693% | |
| 8/10/2023 | AlphaCore Capital LLC | 21,720 | $692K | 0.1% | N/A | 0.736% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 105,882 | $3.38M | 0.0% | -1.4% | 3.309% | |
| 8/3/2023 | Van ECK Associates Corp | 154,155 | $4.91M | 0.0% | +0.9% | 4.817% | |
| 8/3/2023 | First Horizon Advisors Inc. | 2,917 | $93K | 0.0% | -27.3% | 0.091% | |
| 8/1/2023 | Pursue Wealth Partners LLC | 67,700 | $2.16M | 1.4% | +3.0% | 2.116% | |
| 7/28/2023 | Financial Management Network Inc. | 226,859 | $7.19M | 2.5% | -7.3% | 7.089% | |
| 7/27/2023 | B. Riley Wealth Advisors Inc. | 21,315 | $679K | 0.0% | -1.6% | 0.666% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 6,350 | $202K | 0.0% | N/A | 0.198% | |
| 7/25/2023 | Raymond James & Associates | 206,683 | $6.59M | 0.0% | -6.5% | 6.459% | |
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| 7/25/2023 | Ferguson Shapiro LLC | 566,320 | $18.05M | 11.8% | +2.2% | 17.698% | |
| 7/12/2023 | EWG Elevate Inc. | 8,978 | $286K | 0.1% | -35.4% | 0.281% | |
| 7/11/2023 | Gradient Investments LLC | 129,400 | $4.12M | 0.1% | N/A | 4.044% | |
| 7/11/2023 | Bard Financial Services Inc. | 606,595 | $19.33M | 1.5% | +4.2% | 18.956% | |
| 5/30/2023 | BKA Wealth Consulting Inc. | 244,633 | $7.58M | 3.0% | N/A | 7.645% | |
| 5/10/2023 | Private Advisor Group LLC | 17,441 | $546K | 0.0% | N/A | 0.572% | |
| 5/10/2023 | LPL Financial LLC | 274,968 | $8.61M | 0.0% | +5.2% | 9.015% | |
| 5/9/2023 | Tower Research Capital LLC TRC | 8,360 | $262K | 0.0% | +46.5% | 0.274% | |
| 4/26/2023 | Bard Financial Services Inc. | 582,305 | $18.24M | 1.5% | +4.2% | 19.092% | |
| 4/25/2023 | Ferguson Shapiro LLC | 554,297 | $17.36M | 14.9% | +57.6% | 18.174% | |
