| 5/19/2026 | Bank of America Corp DE | 50,692 | $1.33M | 0.0% | -45.6% | 1.837% | |
| 5/19/2026 | Arkadios Wealth Advisors | 24,291 | $635K | 0.0% | +8.2% | 0.880% | |
| 4/29/2026 | Centerpoint Advisory Group | 11,756 | $307K | 0.2% | -12.6% | 0.426% | |
| 4/22/2026 | Trilogy Capital Inc. | 33,504 | $876K | 0.0% | +10.0% | 1.214% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 26,100 | $676K | 0.0% | -29.1% | 0.946% | |
| 2/17/2026 | Osaic Holdings Inc. | 15,624 | $405K | 0.0% | -41.4% | 0.566% | |
| 2/16/2026 | MML Investors Services LLC | 13,518 | $350K | 0.0% | +9.3% | 0.490% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,615 | $42K | 0.0% | N/A | 0.059% | |
| 2/13/2026 | Arkadios Wealth Advisors | 22,441 | $582K | 0.0% | +4.0% | 0.813% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 175,813 | $4.56M | 0.0% | -11.4% | 6.370% | |
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| 2/11/2026 | LPL Financial LLC | 792,145 | $20.53M | 0.0% | +0.6% | 28.701% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 60,887 | $1.58M | 0.0% | +52.5% | 2.206% | |
| 2/10/2026 | Tidemark LLC | 210,219 | $5.45M | 1.5% | +6.2% | 7.617% | |
| 2/3/2026 | Centerpoint Advisory Group | 13,444 | $348K | 0.3% | -14.9% | 0.487% | |
| 1/22/2026 | Triad Wealth Partners LLC | 14,680 | $380K | 0.0% | N/A | 0.532% | |
| 1/21/2026 | Sowell Financial Services LLC | 79,768 | $2.07M | 0.1% | +1.1% | 2.890% | |
| 1/13/2026 | Kelly Financial Services LLC | 35,538 | $921K | 0.2% | -81.9% | 1.288% | |
| 11/17/2025 | Mariner LLC | 29,879 | $781K | 0.0% | +2.8% | 1.083% | |
| 11/17/2025 | Flow Traders U.S. LLC | 80,843 | $2.11M | 0.1% | -9.9% | 2.929% | |
| 11/17/2025 | Citadel Advisors LLC | 11,152 | $291K | 0.0% | N/A | 0.404% | |
| 11/17/2025 | Bank of America Corp DE | 88,300 | $2.31M | 0.0% | -14.4% | 3.199% | |
| 11/14/2025 | Raymond James Financial Inc. | 43,212 | $1.13M | 0.0% | +6.3% | 1.566% | |
| 11/12/2025 | Creative Financial Designs Inc. ADV | 45,813 | $1.20M | 0.1% | -4.0% | 1.660% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 47,606 | $1.24M | 0.0% | +7.8% | 1.725% | |
| 11/3/2025 | Tidemark LLC | 197,906 | $5.17M | 1.5% | +12.9% | 7.171% | |
| 10/24/2025 | Trilogy Capital Inc. | 30,200 | $789K | 0.0% | -1.9% | 1.094% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 198,445 | $5.19M | 0.0% | +2.6% | 7.190% | |
| 10/17/2025 | Sowell Financial Services LLC | 78,895 | $2.06M | 0.1% | +0.8% | 2.859% | |
| 10/15/2025 | Kelly Financial Services LLC | 196,555 | $5.14M | 1.3% | +9.6% | 7.122% | |
| 9/4/2025 | Osaic Holdings Inc. | 22,776 | $591K | 0.0% | +1.8% | 0.825% | |
| 8/14/2025 | Jane Street Group LLC | 9,213 | $239K | 0.0% | N/A | 0.334% | |
| 8/13/2025 | Flow Traders U.S. LLC | 89,688 | $2.33M | 0.1% | -31.6% | 3.250% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 52,100 | $1.35M | 0.0% | -5.4% | 1.888% | |
| 8/12/2025 | Financial Advocates Investment Management | 12,350 | $321K | 0.0% | -4.3% | 0.447% | |
| 8/8/2025 | Good Life Advisors LLC | 12,084 | $314K | 0.0% | -3.1% | 0.438% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 47,741 | $1.24M | 0.1% | N/A | 1.730% | |
| 8/4/2025 | Arkadios Wealth Advisors | 21,398 | $555K | 0.0% | +23.7% | 0.775% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 44,142 | $1.15M | 0.0% | +22.9% | 1.599% | |
| 7/31/2025 | Hobart Private Capital LLC | 28,672 | $744K | 0.2% | N/A | 1.039% | |
| 7/18/2025 | Trilogy Capital Inc. | 30,796 | $799K | 0.0% | -22.1% | 1.116% | |
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| 7/17/2025 | Kelly Financial Services LLC | 179,352 | $4.66M | 1.4% | +497.7% | 6.498% | |
| 7/14/2025 | Sowell Financial Services LLC | 78,240 | $2.03M | 0.1% | +2.8% | 2.835% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 39,449 | $1.02M | 0.0% | +354.7% | 1.467% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 39,449 | $1.02M | 0.0% | +354.7% | 1.826% | |
| 5/14/2025 | Flow Traders U.S. LLC | 131,145 | $3.41M | 0.1% | -22.3% | 6.072% | |
| 5/9/2025 | Tidemark LLC | 77,839 | $2.02M | 0.7% | +5.7% | 3.604% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 9,610 | $249K | 0.0% | +12.2% | 0.445% | |
| 5/8/2025 | Arkadios Wealth Advisors | 17,305 | $449K | 0.0% | -10.4% | 0.801% | |
| 5/7/2025 | LPL Financial LLC | 507,208 | $13.17M | 0.0% | -9.8% | 23.482% | |
| 5/7/2025 | Trilogy Capital Inc. | 39,520 | $1.03M | 0.1% | -77.0% | 1.830% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 35,914 | $932K | 0.0% | N/A | 1.710% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 8,218 | $213K | 0.0% | N/A | 0.391% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,265 | $292K | 0.0% | N/A | 0.536% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 9,610 | $249K | 0.0% | +12.2% | 0.458% | |
| 4/17/2025 | Sowell Financial Services LLC | 76,121 | $1.98M | 0.1% | +2.8% | 3.625% | |
| 4/16/2025 | Destiny Capital Corp CO | 8,039 | $209K | 0.1% | -5.5% | 0.383% | |
| 4/15/2025 | Kelly Financial Services LLC | 30,006 | $779K | 0.3% | N/A | 1.429% | |
| 2/17/2025 | Bank of America Corp DE | 32,401 | $823K | 0.0% | +2.6% | 1.514% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 59,900 | $1.52M | 0.0% | -8.8% | 2.799% | |
| 2/13/2025 | Raymond James Financial Inc. | 38,319 | $973K | 0.0% | N/A | 1.791% | |
| 2/13/2025 | Bank of Montreal Can | 1,000 | $25K | 0.0% | N/A | 0.047% | |
| 2/11/2025 | LPL Financial LLC | 562,281 | $14.28M | 0.0% | -10.3% | 26.275% | |
| 2/10/2025 | Tidemark LLC | 73,644 | $1.87M | 0.7% | +26.3% | 3.441% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 148,288 | $3.77M | 0.0% | N/A | 6.929% | |
| 2/7/2025 | Sowell Financial Services LLC | 74,014 | $1.88M | 0.1% | +26.6% | 3.459% | |
| 2/6/2025 | Raymond James Financial Inc. | 38,319 | $973K | 0.0% | N/A | 1.791% | |
| 2/3/2025 | Good Life Advisors LLC | 14,074 | $357K | 0.0% | -50.1% | 0.658% | |
| 1/30/2025 | Centerpoint Advisory Group | 16,236 | $412K | 0.4% | N/A | 0.759% | |
| 1/27/2025 | Financial Advocates Investment Management | 13,686 | $348K | 0.0% | -39.8% | 0.640% | |
| 1/27/2025 | Trilogy Capital Inc. | 171,507 | $4.36M | 0.2% | +0.7% | 8.014% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 15,753 | $400K | 0.0% | -3.7% | 0.736% | |
| 1/15/2025 | Arkadios Wealth Advisors | 19,307 | $490K | 0.0% | +5.4% | 0.902% | |
| 11/14/2024 | Flow Traders U.S. LLC | 152,791 | $3.90M | 0.2% | +71.8% | 7.140% | |
| 11/7/2024 | Tidemark LLC | 58,310 | $1.49M | 0.6% | +8.4% | 2.725% | |
| 11/6/2024 | Destiny Capital Corp CO | 8,510 | $216K | 0.1% | -21.2% | 0.398% | |
| 10/25/2024 | Financial Advocates Investment Management | 22,751 | $581K | 0.0% | -9.8% | 1.063% | |
| 10/21/2024 | Trilogy Capital Inc. | 170,290 | $4.35M | 0.2% | +11.2% | 7.957% | |
| 10/16/2024 | Good Life Advisors LLC | 28,190 | $720K | 0.0% | +46.3% | 1.317% | |
| 7/29/2024 | Arkadios Wealth Advisors | 18,353 | $459K | 0.0% | +6.6% | 0.858% | |
| 7/29/2024 | Financial Advocates Investment Management | 25,229 | $631K | 0.0% | -12.7% | 1.179% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 8,669 | $217K | 0.0% | +7.0% | 0.405% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 8,100 | $203K | 0.0% | N/A | 0.329% | |
| 5/6/2024 | Destiny Capital Corp CO | 11,078 | $278K | 0.2% | -6.3% | 0.450% | |
| 4/17/2024 | Trilogy Capital Inc. | 141,355 | $3.54M | 0.2% | +38.0% | 5.565% | |
| 2/9/2024 | Tidemark LLC | 21,822 | $543K | 0.3% | N/A | 0.653% | |
| 2/8/2024 | Financial Advocates Investment Management | 28,453 | $708K | 0.0% | +64.9% | 0.852% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 71,200 | $1.77M | 0.0% | -10.1% | 2.132% | |
| 2/6/2024 | Private Advisor Group LLC | 11,587 | $288K | 0.0% | -4.7% | 0.347% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 3,753 | $93K | 0.0% | -75.9% | 0.112% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 18,952 | $472K | 0.0% | -7.4% | 0.567% | |
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| 1/24/2024 | Sowell Financial Services LLC | 65,630 | $1.63M | 0.1% | -5.5% | 1.965% | |
| 1/18/2024 | Good Life Advisors LLC | 25,241 | $628K | 0.1% | -61.1% | 0.756% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 75,504 | $1.88M | 0.0% | +2.9% | 2.261% | |
| 1/12/2024 | Trilogy Capital Inc. | 102,437 | $2.55M | 0.2% | +39.5% | 3.067% | |
| 11/13/2023 | Mariner LLC | 36,318 | $887K | 0.0% | +15.6% | 1.087% | |
| 11/13/2023 | LPL Financial LLC | 812,537 | $19.84M | 0.0% | -2.7% | 24.327% | |
| 11/13/2023 | Kestra Advisory Services LLC | 16,663 | $407K | 0.0% | -76.4% | 0.499% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 12,890 | $315K | 0.0% | N/A | 0.386% | |
| 11/8/2023 | Sowell Financial Services LLC | 69,415 | $1.70M | 0.1% | -3.7% | 2.078% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 73,391 | $1.79M | 0.0% | -39.1% | 2.197% | |