| 7/7/2026 | CoreCap Advisors LLC | 29,124 | $1.47M | 0.0% | +2.9% | 0.038% | |
| 5/19/2026 | Arkadios Wealth Advisors | 506,073 | $24.65M | 0.4% | +600.2% | 0.659% | |
| 5/18/2026 | Sunbelt Securities Inc. | 40,243 | $1.96M | 0.1% | +31.5% | 0.052% | |
| 5/7/2026 | Resolute Wealth Strategies LLC | 30,354 | $1.48M | 0.6% | +63.6% | 0.040% | |
| 5/6/2026 | MTM Investment Management LLC | 15,710 | $765K | 0.2% | +32.7% | 0.020% | |
| 5/5/2026 | Bank of New York Mellon Corp | 8,882 | $433K | 0.0% | N/A | 0.012% | |
| 5/2/2026 | Anchor Investment Management LLC | 611 | $30K | 0.0% | N/A | 0.001% | |
| 4/24/2026 | Argent Advisors Inc. | 163,926 | $7.99M | 2.2% | +7.9% | 0.214% | |
| 4/23/2026 | Pinnacle Bancorp Inc. | 3,365 | $164K | 0.0% | -52.7% | 0.004% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 385,974 | $18.80M | 0.0% | +23.8% | 0.503% | |
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| 4/20/2026 | Hilton Head Capital Partners LLC | 98,607 | $4.80M | 2.7% | +3.8% | 0.128% | |
| 4/17/2026 | AdvisorNet Financial Inc | 995 | $48K | 0.0% | N/A | 0.001% | |
| 4/16/2026 | Park National Corp OH | 6,500 | $317K | 0.0% | N/A | 0.008% | |
| 2/20/2026 | Sunbelt Securities Inc. | 30,604 | $1.50M | 0.1% | +20.0% | 0.040% | |
| 2/19/2026 | Claris Financial LLC | 4,215 | $207K | 0.1% | N/A | 0.005% | |
| 2/17/2026 | Captrust Financial Advisors | 25,496 | $1.25M | 0.0% | -3.3% | 0.033% | |
| 2/16/2026 | 10Elms LLP | 850 | $42K | 0.0% | -69.9% | 0.001% | |
| 2/13/2026 | Arkadios Wealth Advisors | 72,274 | $3.55M | 0.1% | -76.7% | 0.094% | |
| 2/12/2026 | Triumph Capital Management | 58,822 | $2.89M | 0.6% | -5.7% | 0.077% | |
| 2/12/2026 | Titleist Asset Management LLC | 5,264 | $259K | 0.0% | N/A | 0.007% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 311,776 | $15.32M | 0.0% | -1.6% | 0.406% | |
| 2/11/2026 | Winnow Wealth LLC | 6,180 | $309K | 0.2% | N/A | 0.008% | |
| 2/11/2026 | 1776 Wealth LLC | 11,337 | $557K | 0.2% | -15.0% | 0.015% | |
| 2/11/2026 | Hilton Head Capital Partners LLC | 95,041 | $4.67M | 2.7% | N/A | 0.124% | |
| 2/11/2026 | DB&C Advisors LLC | 4,789 | $235K | 0.3% | N/A | 0.006% | |
| 2/11/2026 | SlateStone Wealth LLC | 249,208 | $12.25M | 1.0% | -4.4% | 0.325% | |
| 2/11/2026 | Argent Advisors Inc. | 151,941 | $7.47M | 2.1% | +12.0% | 0.198% | |
| 2/10/2026 | Murphy & Mullick Capital Management Corp | 2,407 | $118K | 0.1% | -7.5% | 0.003% | |
| 2/6/2026 | Resolute Wealth Strategies LLC | 18,550 | $912K | 0.4% | -1.8% | 0.024% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 111,138 | $5.46M | 0.3% | +194.4% | 0.145% | |
| 2/3/2026 | FSB Premier Wealth Management Inc. | 6,301 | $310K | 0.1% | -28.4% | 0.008% | |
| 1/30/2026 | Strategic Blueprint LLC | 8,095 | $398K | 0.0% | -6.2% | 0.011% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 14,289 | $702K | 0.0% | +60.4% | 0.019% | |
| 1/26/2026 | Private Trust Co. NA | 13,138 | $646K | 0.1% | -7.0% | 0.017% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 45,615 | $2.24M | 0.1% | -3.6% | 0.059% | |
| 1/23/2026 | Farther Finance Advisors LLC | 136,946 | $6.73M | 0.1% | +7.4% | 0.178% | |
| 1/22/2026 | Pinnacle Bancorp Inc. | 7,112 | $350K | 0.1% | +20.3% | 0.009% | |
| 1/21/2026 | Sound Income Strategies LLC | 22,481 | $1.15M | 0.1% | +118,221.1% | 0.029% | |
| 1/15/2026 | Jaffetilchin Investment Partners LLC | 16,701 | $821K | 0.0% | +26.7% | 0.022% | |
| 1/13/2026 | CoreCap Advisors LLC | 28,078 | $1.38M | 0.0% | +1.3% | 0.037% | |
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| 11/19/2025 | Sunbelt Securities Inc. | 25,501 | $1.26M | 0.1% | +137.1% | 0.033% | |
| 11/17/2025 | Triumph Capital Management | 62,349 | $3.07M | 0.7% | +18.4% | 0.081% | |
| 11/12/2025 | Creative Financial Designs Inc. ADV | 37,749 | $1.86M | 0.1% | +2.9% | 0.049% | |
| 11/5/2025 | Share Andrew L. | 7,000 | $345K | 0.2% | N/A | 0.009% | |
| 11/5/2025 | SlateStone Wealth LLC | 260,586 | $12.85M | 1.1% | +2.3% | 0.339% | |
| 11/5/2025 | SBI Securities Co. Ltd. | 9,511 | $469K | 0.0% | +367.8% | 0.012% | |
| 11/3/2025 | Argent Advisors Inc. | 135,650 | $6.69M | 2.0% | +7.3% | 0.177% | |
| 11/3/2025 | MTM Investment Management LLC | 11,840 | $584K | 0.2% | +6.3% | 0.015% | |
| 11/3/2025 | LRI Investments LLC | 14,000 | $690K | 0.0% | +40.0% | 0.018% | |
| 10/31/2025 | FSB Premier Wealth Management Inc. | 8,798 | $434K | 0.1% | -2.4% | 0.011% | |
| 10/29/2025 | Arkadios Wealth Advisors | 310,459 | $15.31M | 0.4% | +2.1% | 0.404% | |
| 10/28/2025 | Nations Financial Group Inc. IA ADV | 47,330 | $2.33M | 0.1% | +5.0% | 0.062% | |
| 10/24/2025 | Pinnacle Bancorp Inc. | 5,912 | $292K | 0.1% | +57.8% | 0.008% | |
| 10/23/2025 | Kingswood Wealth Advisors LLC | 8,911 | $439K | 0.0% | +115.8% | 0.012% | |
| 10/23/2025 | Strategic Blueprint LLC | 8,626 | $425K | 0.0% | -50.0% | 0.011% | |
| 10/22/2025 | CoreCap Advisors LLC | 27,719 | $1.37M | 0.0% | +13.4% | 0.036% | |
| 10/15/2025 | Private Trust Co. NA | 14,128 | $697K | 0.1% | -6.2% | 0.018% | |
| 10/14/2025 | Trust Co. of Vermont | 600 | $30K | 0.0% | N/A | 0.001% | |
| 10/14/2025 | Farther Finance Advisors LLC | 127,478 | $6.29M | 0.1% | +27.4% | 0.166% | |
| 8/15/2025 | Captrust Financial Advisors | 32,803 | $1.61M | 0.0% | +13.4% | 0.043% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 1,677 | $84K | 0.0% | N/A | 0.002% | |
| 8/13/2025 | Colonial Trust Advisors | 1,250 | $61K | 0.0% | N/A | 0.002% | |
| 8/12/2025 | SlateStone Wealth LLC | 254,649 | $12.50M | 1.2% | +0.9% | 0.332% | |
| 8/12/2025 | Resolute Wealth Strategies LLC | 13,374 | $657K | 0.4% | +7.2% | 0.017% | |
| 8/12/2025 | Jaffetilchin Investment Partners LLC | 31,298 | $1.54M | 0.1% | +96.6% | 0.041% | |
| 8/12/2025 | JPMorgan Chase & Co. | 975 | $48K | 0.0% | +846.6% | 0.001% | |
| 8/8/2025 | SBI Securities Co. Ltd. | 2,033 | $100K | 0.0% | +53.3% | 0.003% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 36,686 | $1.80M | 0.1% | +5.9% | 0.048% | |
| 8/4/2025 | Arkadios Wealth Advisors | 303,967 | $14.93M | 0.4% | -10.2% | 0.396% | |
| 7/30/2025 | Strategic Blueprint LLC | 17,241 | $847K | 0.0% | +1.6% | 0.022% | |
| 7/29/2025 | Private Trust Co. NA | 15,060 | $739K | 0.1% | -54.4% | 0.020% | |
| 7/25/2025 | LRI Investments LLC | 10,000 | $491K | 0.0% | -60.0% | 0.013% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 4,130 | $203K | 0.0% | N/A | 0.005% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 305,786 | $15.01M | 0.0% | +5.1% | 0.398% | |
| 7/11/2025 | Farther Finance Advisors LLC | 100,097 | $4.92M | 0.1% | +90.3% | 0.130% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 932 | $46K | 0.0% | -50.2% | 0.001% | |
| 5/15/2025 | OLD Mission Capital LLC | 24,775 | $1.25M | 0.0% | -44.1% | 0.033% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 41,276 | $2.09M | 0.2% | -62.1% | 0.055% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 4,377 | $221K | 0.0% | -37.7% | 0.006% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 8,853 | $447K | 0.2% | -17.5% | 0.012% | |
| 5/8/2025 | SlateStone Wealth LLC | 252,328 | $12.75M | 1.3% | +19.2% | 0.337% | |
| 5/8/2025 | Arkadios Wealth Advisors | 338,609 | $17.11M | 0.6% | -9.4% | 0.452% | |
| 5/7/2025 | Resolute Wealth Strategies LLC | 12,476 | $630K | 0.4% | +34.1% | 0.017% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 1,326 | $67K | 0.0% | +952.4% | 0.002% | |
| 4/29/2025 | Bank of New York Mellon Corp | 4,659 | $235K | 0.0% | N/A | 0.006% | |
| 4/29/2025 | Strategic Blueprint LLC | 16,966 | $857K | 0.0% | +20.0% | 0.023% | |
| 4/28/2025 | Private Trust Co. NA | 33,019 | $1.67M | 0.2% | +5.1% | 0.045% | |
| 4/25/2025 | Argent Advisors Inc. | 127,106 | $6.42M | 2.1% | +24.0% | 0.172% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 15,920 | $804K | 0.1% | -11.8% | 0.022% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 34,630 | $1.75M | 0.1% | +146.3% | 0.047% | |
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| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 535,490 | $27.05M | 0.1% | +19.6% | 0.724% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 291,043 | $14.70M | 0.0% | -5.5% | 0.393% | |
| 4/14/2025 | Farther Finance Advisors LLC | 52,601 | $2.65M | 0.1% | +132.4% | 0.071% | |
| 4/9/2025 | NBC Securities Inc. | 35,313 | $1.78M | 0.2% | +106,909.1% | 0.048% | |
| 2/18/2025 | Sunbelt Securities Inc. | 10,723 | $537K | 0.0% | +19.8% | 0.020% | |
| 2/18/2025 | Novem Group | 6,083 | $305K | 0.0% | N/A | 0.012% | |
| 2/18/2025 | 10Elms LLP | 2,825 | $142K | 0.1% | N/A | 0.005% | |
| 2/17/2025 | LRI Investments LLC | 25,000 | $1.26M | 0.1% | N/A | 0.048% | |
| 2/17/2025 | Captrust Financial Advisors | 25,863 | $1.30M | 0.0% | +1.7% | 0.049% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 7,030 | $353K | 0.0% | N/A | 0.013% | |