| 8/13/2026 | Capital Square LLC | 7,807 | $336K | 0.1% | N/A | 0.470% | |
| 5/19/2026 | Bank of America Corp DE | 44,192 | $1.81M | 0.0% | -28.8% | 2.662% | |
| 5/18/2026 | Royal Bank of Canada | 9,787 | $401K | 0.0% | -76.0% | 0.590% | |
| 5/14/2026 | MWA Asset Management | 7,791 | $319K | 0.2% | N/A | 0.469% | |
| 5/8/2026 | MWA Asset Management | 7,441 | $305K | 0.2% | N/A | 0.448% | |
| 5/5/2026 | Sanctuary Advisors LLC | 20,136 | $824K | 0.0% | +10.8% | 1.213% | |
| 5/1/2026 | Fifth Third Bancorp | 1,329 | $54K | 0.0% | N/A | 0.080% | |
| 4/24/2026 | Key Financial Inc | 92,671 | $3.79M | 0.7% | +38.7% | 5.583% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 80,054 | $3.28M | 0.2% | +2.9% | 4.823% | |
| 2/17/2026 | Cetera Investment Advisers | 13,410 | $559K | 0.0% | -82.6% | 0.808% | |
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| 2/17/2026 | Royal Bank of Canada | 40,702 | $1.70M | 0.0% | -47.1% | 2.452% | |
| 2/13/2026 | Wells Fargo & Company MN | 15,041 | $627K | 0.0% | +9.4% | 0.906% | |
| 2/12/2026 | Jane Street Group LLC | 11,153 | $465K | 0.0% | +6.7% | 0.672% | |
| 2/9/2026 | Key Financial Inc | 66,800 | $2.79M | 0.5% | +26.5% | 4.024% | |
| 2/4/2026 | Anson Capital Inc. | 20,149 | $840K | 0.6% | +27.1% | 1.214% | |
| 1/29/2026 | Sanctuary Advisors LLC | 18,172 | $758K | 0.0% | +2.4% | 1.095% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 77,785 | $3.24M | 0.2% | -1.4% | 4.686% | |
| 1/23/2026 | Smith Moore & CO. | 6,813 | $284K | 0.0% | +9.2% | 0.410% | |
| 11/17/2025 | Flow Traders U.S. LLC | 37,137 | $1.57M | 0.1% | N/A | 2.237% | |
| 11/17/2025 | Bank of America Corp DE | 61,868 | $2.61M | 0.0% | +7.5% | 3.727% | |
| 11/17/2025 | Ameriprise Financial Inc. | 9,784 | $412K | 0.0% | -2.5% | 0.589% | |
| 11/14/2025 | Raymond James Financial Inc. | 155,466 | $6.55M | 0.0% | +2.9% | 9.365% | |
| 11/5/2025 | Key Financial Inc | 52,820 | $2.24M | 0.4% | +11.1% | 3.182% | |
| 11/5/2025 | Anson Capital Inc. | 15,856 | $668K | 0.5% | +3.9% | 0.955% | |
| 11/4/2025 | Jones Financial Companies Lllp | 2,952 | $123K | 0.0% | +22.1% | 0.178% | |
| 10/28/2025 | Nations Financial Group Inc. IA ADV | 78,898 | $3.33M | 0.2% | +0.8% | 4.753% | |
| 9/4/2025 | Osaic Holdings Inc. | 2,376 | $102K | 0.0% | +67.8% | 0.143% | |
| 8/15/2025 | Bank of America Corp DE | 57,561 | $2.47M | 0.0% | +45.3% | 3.468% | |
| 8/14/2025 | Raymond James Financial Inc. | 151,077 | $6.49M | 0.0% | +0.2% | 9.101% | |
| 8/13/2025 | Baird Financial Group Inc. | 90,936 | $3.90M | 0.0% | -0.3% | 5.478% | |
| 8/13/2025 | Smith Moore & CO. | 6,103 | $262K | 0.0% | -3.9% | 0.368% | |
| 8/8/2025 | Cetera Investment Advisers | 72,467 | $3.11M | 0.0% | -2.2% | 4.365% | |
| 8/5/2025 | Key Financial Inc | 47,552 | $2.04M | 0.4% | +67.8% | 2.865% | |
| 8/1/2025 | Anson Capital Inc. | 15,254 | $655K | 0.5% | +50.3% | 0.919% | |
| 7/24/2025 | Total Wealth Planning & Management Inc. | 17,746 | $762K | 0.6% | N/A | 1.069% | |
| 5/19/2025 | Jane Street Group LLC | 9,181 | $356K | 0.0% | +61.6% | 0.553% | |
| 5/15/2025 | Royal Bank of Canada | 63,757 | $2.47M | 0.0% | -4.1% | 3.841% | |
| 5/13/2025 | Raymond James Financial Inc. | 150,782 | $5.85M | 0.0% | -4.0% | 9.083% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 79,033 | $3.07M | 0.2% | +6.9% | 4.761% | |
| 5/7/2025 | Anson Capital Inc. | 10,147 | $394K | 0.3% | +5.9% | 0.611% | |
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| 5/6/2025 | Cetera Investment Advisers | 74,135 | $2.88M | 0.0% | -2.2% | 4.466% | |
| 5/1/2025 | Key Financial Inc | 28,335 | $1.10M | 0.2% | N/A | 1.707% | |
| 4/29/2025 | Heritage Wealth Management Inc. | 10,950 | $425K | 0.1% | -13.4% | 0.660% | |
| 2/18/2025 | Western Wealth Management LLC | 12,556 | $465K | 0.1% | -5.3% | 0.589% | |
| 2/17/2025 | Cetera Investment Advisers | 75,782 | $2.80M | 0.0% | +1.6% | 3.558% | |
| 2/17/2025 | Baird Financial Group Inc. | 91,217 | $3.38M | 0.0% | +2.8% | 4.282% | |
| 2/17/2025 | Bank of America Corp DE | 49,436 | $1.83M | 0.0% | +3.3% | 2.321% | |
| 2/14/2025 | Jane Street Group LLC | 5,680 | $210K | 0.0% | -75.0% | 0.267% | |
| 2/14/2025 | Susquehanna International Group LLP | 58,822 | $2.18M | 0.0% | +19.4% | 2.762% | |
| 2/13/2025 | Raymond James Financial Inc. | 157,056 | $5.81M | 0.0% | N/A | 7.374% | |
| 2/13/2025 | Wells Fargo & Company MN | 21,466 | $794K | 0.0% | -6.9% | 1.008% | |
| 2/13/2025 | Smith Moore & CO. | 6,351 | $235K | 0.0% | -4.8% | 0.298% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,488 | $55K | 0.0% | -54.4% | 0.070% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 9,311 | $345K | 0.0% | -3.0% | 0.437% | |
| 2/6/2025 | Raymond James Financial Inc. | 157,056 | $5.81M | 0.0% | N/A | 7.374% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 2,455 | $91K | 0.0% | N/A | 0.115% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,250 | $46K | 0.0% | +143.2% | 0.059% | |
| 2/5/2025 | Heritage Wealth Management Inc. | 12,650 | $468K | 0.2% | -2.3% | 0.594% | |
| 1/31/2025 | Sanctuary Advisors LLC | 16,878 | $652K | 0.0% | -3.4% | 0.792% | |
| 1/31/2025 | Anson Capital Inc. | 9,586 | $355K | 0.3% | +2.8% | 0.450% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 73,905 | $2.73M | 0.2% | +3.2% | 3.470% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,263 | $137K | 0.0% | -92.0% | 0.153% | |
| 11/25/2024 | Sanctuary Advisors LLC | 17,474 | $670K | 0.0% | +7.5% | 0.820% | |
| 11/15/2024 | Jane Street Group LLC | 22,763 | $952K | 0.0% | -37.3% | 1.069% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 71,627 | $3.00M | 0.2% | +1.3% | 3.363% | |
| 10/24/2024 | Anson Capital Inc. | 9,327 | $390K | 0.3% | -11.1% | 0.438% | |
| 9/9/2024 | Heritage Wealth Management Inc. | 12,950 | $498K | 0.2% | N/A | 0.608% | |
| 9/5/2024 | Sanctuary Advisors LLC | 16,253 | $611K | 0.0% | N/A | 0.763% | |
| 8/22/2024 | Cetera Investment Advisers | 73,645 | $2.78M | 0.0% | -5.2% | 3.458% | |
| 8/7/2024 | Anson Capital Inc. | 10,486 | $396K | 0.4% | +7.0% | 0.492% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 70,709 | $2.67M | 0.2% | -1.3% | 3.320% | |
| 7/19/2024 | Raymond James & Associates | 49,237 | $1.86M | 0.0% | -5.0% | 2.312% | |
| 5/24/2024 | Cetera Advisors LLC | 76,475 | $3.00M | 0.0% | N/A | 3.590% | |
| 5/24/2024 | Cetera Investment Advisers | 77,716 | $3.05M | 0.0% | -1.7% | 3.649% | |
| 5/7/2024 | Anson Capital Inc. | 9,801 | $384K | 0.6% | +9.2% | 0.460% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 71,675 | $2.81M | 0.2% | +18.1% | 3.365% | |
| 2/14/2024 | CFS Investment Advisory Services LLC | 18,147 | $702K | 0.1% | -75.4% | 0.720% | |
| 2/13/2024 | Anson Capital Inc. | 8,977 | $347K | 0.6% | N/A | 0.356% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 60,700 | $2.35M | 0.2% | +0.7% | 2.409% | |
| 1/30/2024 | Scissortail Wealth Management LLC | 12,450 | $479K | 0.2% | N/A | 0.494% | |
| 1/30/2024 | SFI Advisors LLC | 19,889 | $769K | 0.7% | -9.0% | 0.789% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 128,142 | $4.96M | 0.0% | +0.6% | 5.085% | |
| 1/16/2024 | Raymond James & Associates | 52,711 | $2.04M | 0.0% | -2.3% | 2.092% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 127,384 | $4.45M | 0.0% | -0.3% | 5.055% | |
| 10/24/2023 | Raymond James & Associates | 53,935 | $1.88M | 0.0% | -2.2% | 2.140% | |
| 10/13/2023 | Landmark Wealth Management LLC | 86,963 | $3.03M | 1.7% | -6.8% | 3.451% | |
| 10/11/2023 | Koss Olinger Consulting LLC | 66,340 | $2.32M | 0.3% | -4.4% | 2.633% | |
| 8/11/2023 | Baird Financial Group Inc. | 83,909 | $3.11M | 0.0% | +3.1% | 3.330% | |
| 8/11/2023 | Smith Moore & CO. | 7,468 | $276K | 0.0% | -3.9% | 0.296% | |
| 8/10/2023 | Cetera Investment Advisers | 77,920 | $2.88M | 0.0% | -0.5% | 3.092% | |
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| 8/9/2023 | Flow Traders U.S. LLC | 15,222 | $563K | 0.0% | N/A | 0.604% | |
| 7/31/2023 | LPL Financial LLC | 21,281 | $788K | 0.0% | -6.0% | 0.844% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 127,713 | $4.73M | 0.0% | +2.7% | 5.068% | |
| 7/25/2023 | Raymond James & Associates | 55,158 | $2.04M | 0.0% | -4.0% | 2.189% | |
| 7/21/2023 | CFS Investment Advisory Services LLC | 52,279 | $1.94M | 0.2% | +3.8% | 2.075% | |
| 7/14/2023 | Landmark Wealth Management LLC | 93,292 | $3.45M | 3.1% | -0.5% | 3.702% | |
| 5/12/2023 | Koss Olinger Consulting LLC | 69,410 | $2.60M | 0.3% | +19.5% | 2.799% | |
| 5/5/2023 | CFS Investment Advisory Services LLC | 50,377 | $1.89M | 0.3% | +67.9% | 2.031% | |
| 4/17/2023 | Landmark Wealth Management LLC | 93,762 | $3.52M | 2.0% | +28.8% | 3.781% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 124,398 | $4.67M | 0.0% | +0.6% | 5.016% | |