| 9/9/2026 | NewEdge Advisors LLC | 28,910 | $1.04M | 0.0% | +10.5% | 1.230% | |
| 9/2/2026 | Citadel Advisors LLC | 55,642 | $2.00M | 0.0% | +79.2% | 2.368% | |
| 8/23/2026 | Aspire Capital Advisors LLC | 67,440 | $2.43M | 0.5% | +4.1% | 2.870% | |
| 7/7/2026 | Paller Financial Services Inc | 85,907 | $3.09M | 2.3% | +166.8% | 3.656% | |
| 6/3/2026 | NewEdge Advisors LLC | 26,160 | $931K | 0.0% | -22.5% | 1.123% | |
| 5/19/2026 | NewEdge Advisors LLC | 26,160 | $931K | 0.0% | -22.5% | 1.123% | |
| 5/19/2026 | Bank of America Corp DE | 32,078 | $1.14M | 0.0% | +30.8% | 1.377% | |
| 5/14/2026 | Lido Advisors LLC | 25,710 | $915K | 0.0% | +4.1% | 1.103% | |
| 5/13/2026 | Cetera Investment Advisers | 71,600 | $2.55M | 0.0% | +110.5% | 3.073% | |
| 5/6/2026 | Oder Investment Management LLC | 11,258 | $401K | 0.3% | -3.4% | 0.483% | |
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| 5/6/2026 | Independent Financial Group LLC | 44,891 | $1.60M | 0.0% | N/A | 1.927% | |
| 5/1/2026 | Fifth Third Bancorp | 2,000 | $71K | 0.0% | N/A | 0.086% | |
| 4/28/2026 | Paller Financial Services Inc | 32,196 | $1.15M | 0.9% | +14.9% | 1.382% | |
| 4/17/2026 | Sweeney & Michel LLC | 5,853 | $212K | 0.1% | N/A | 0.251% | |
| 2/18/2026 | NewEdge Advisors LLC | 33,750 | $1.21M | 0.0% | N/A | 1.474% | |
| 2/17/2026 | Cetera Investment Advisers | 34,019 | $1.22M | 0.0% | +38.0% | 1.486% | |
| 2/17/2026 | Osaic Holdings Inc. | 16,256 | $584K | 0.0% | +2.9% | 0.710% | |
| 2/13/2026 | The Manufacturers Life Insurance Company | 6,950 | $249K | 0.0% | N/A | 0.303% | |
| 2/11/2026 | Insight Advisors LLC PA | 8,565 | $307K | 0.0% | -14.5% | 0.374% | |
| 2/11/2026 | LPL Financial LLC | 32,702 | $1.17M | 0.0% | +12.7% | 1.428% | |
| 2/11/2026 | Daiwa Securities Group Inc. | 40,000 | $1.44M | 0.0% | -91.1% | 1.747% | |
| 2/6/2026 | Northbridge Financial Group LLC | 6,070 | $218K | 0.1% | N/A | 0.265% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 15,902 | $571K | 0.0% | -2.4% | 0.694% | |
| 1/28/2026 | REDW Wealth LLC | 25,379 | $911K | 0.3% | -10.3% | 1.108% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 7,875 | $283K | 0.0% | +4.5% | 0.371% | |
| 1/15/2026 | Paller Financial Services Inc | 28,030 | $1.01M | 0.8% | N/A | 1.354% | |
| 11/17/2025 | Lido Advisors LLC | 24,706 | $827K | 0.0% | -6.4% | 1.211% | |
| 11/17/2025 | Bank of America Corp DE | 51,377 | $1.72M | 0.0% | +118.8% | 2.518% | |
| 11/14/2025 | Raymond James Financial Inc. | 21,107 | $706K | 0.0% | -9.8% | 1.035% | |
| 11/14/2025 | Daiwa Securities Group Inc. | 450,000 | $15.06M | 0.1% | -6.3% | 22.059% | |
| 11/13/2025 | Sei Investments Co. | 20,317 | $680K | 0.0% | +72.4% | 0.996% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 7,535 | $252K | 0.0% | +6.0% | 0.369% | |
| 10/31/2025 | REDW Wealth LLC | 28,279 | $946K | 0.4% | -13.1% | 1.386% | |
| 10/29/2025 | Arkadios Wealth Advisors | 7,121 | $238K | 0.0% | -39.8% | 0.353% | |
| 10/16/2025 | HBW Advisory Services LLC | 945 | $32K | 0.0% | N/A | 0.048% | |
| 10/14/2025 | Farther Finance Advisors LLC | 989 | $33K | 0.0% | N/A | 0.050% | |
| 9/4/2025 | Osaic Holdings Inc. | 17,104 | $546K | 0.0% | -3.9% | 0.935% | |
| 8/15/2025 | Bank of America Corp DE | 23,479 | $749K | 0.0% | +220.6% | 1.283% | |
| 8/14/2025 | Raymond James Financial Inc. | 23,410 | $747K | 0.0% | -10.2% | 1.279% | |
| 8/14/2025 | Sei Investments Co. | 11,784 | $376K | 0.0% | +76.2% | 0.644% | |
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| 8/14/2025 | Daiwa Securities Group Inc. | 480,000 | $15.32M | 0.1% | -4.0% | 26.230% | |
| 8/13/2025 | Lido Advisors LLC | 26,389 | $846K | 0.0% | -30.7% | 1.442% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 2,900 | $93K | 0.0% | +52.6% | 0.158% | |
| 8/6/2025 | Black Swift Group LLC | 53,605 | $1.71M | 0.3% | -19.9% | 2.929% | |
| 7/30/2025 | Insight Advisors LLC PA | 10,012 | $319K | 0.1% | +8.0% | 0.547% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 7,110 | $227K | 0.0% | -4.4% | 0.389% | |
| 5/19/2025 | Jane Street Group LLC | 9,827 | $308K | 0.0% | -49.2% | 0.537% | |
| 5/13/2025 | Sei Investments Co. | 6,687 | $209K | 0.0% | N/A | 0.365% | |
| 5/6/2025 | Black Swift Group LLC | 66,935 | $2.10M | 0.5% | -22.3% | 3.658% | |
| 4/30/2025 | Principal Securities Inc. | 21,346 | $644K | 0.0% | +7.0% | 1.166% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 16,535 | $518K | 0.0% | +3.9% | 0.884% | |
| 2/17/2025 | EPG Wealth Management LLC | 11,786 | $356K | 0.1% | -4.1% | 0.617% | |
| 2/17/2025 | Citadel Advisors LLC | 8,169 | $247K | 0.0% | N/A | 0.428% | |
| 2/17/2025 | Bank of America Corp DE | 2,624 | $79K | 0.0% | -39.3% | 0.137% | |
| 2/14/2025 | Jane Street Group LLC | 19,357 | $584K | 0.0% | N/A | 1.013% | |
| 2/14/2025 | Lido Advisors LLC | 41,439 | $1.26M | 0.0% | -11.4% | 2.170% | |
| 2/14/2025 | Susquehanna International Group LLP | 48,888 | $1.48M | 0.0% | N/A | 2.560% | |
| 2/13/2025 | Raymond James Financial Inc. | 32,763 | $989K | 0.0% | N/A | 1.715% | |
| 2/7/2025 | Daiwa Securities Group Inc. | 500,000 | $15.10M | 0.1% | -16.7% | 26.178% | |
| 2/7/2025 | REDW Wealth LLC | 32,379 | $978K | 0.3% | -12.0% | 1.695% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 1,900 | $57K | 0.0% | N/A | 0.099% | |
| 2/6/2025 | Black Swift Group LLC | 86,170 | $2.60M | 0.6% | +708.0% | 4.512% | |
| 2/6/2025 | Raymond James Financial Inc. | 32,763 | $989K | 0.0% | N/A | 1.715% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 15,915 | $480K | 0.0% | N/A | 0.833% | |
| 1/30/2025 | Principal Securities Inc. | 19,945 | $602K | 0.0% | -40.8% | 1.044% | |
| 1/27/2025 | Insight Advisors LLC PA | 9,267 | $279K | 0.0% | N/A | 0.485% | |
| 1/15/2025 | Arkadios Wealth Advisors | 11,786 | $356K | 0.0% | -4.1% | 0.617% | |
| 11/14/2024 | Flow Traders U.S. LLC | 9,506 | $312K | 0.0% | N/A | 0.490% | |
| 11/6/2024 | Black Swift Group LLC | 10,665 | $350K | 0.1% | +10.2% | 0.550% | |
| 10/29/2024 | REDW Wealth LLC | 36,814 | $1.21M | 0.3% | +44.7% | 1.898% | |
| 10/24/2024 | Arkadios Wealth Advisors | 12,286 | $403K | 0.0% | N/A | 0.602% | |
| 8/7/2024 | Daiwa Securities Group Inc. | 600,000 | $18.05M | 0.1% | -14.3% | 30.769% | |
| 5/2/2024 | REDW Wealth LLC | 10,904 | $328K | 0.1% | N/A | 0.532% | |
| 2/7/2024 | Principal Securities Inc. | 38,949 | $1.11M | 0.0% | N/A | 2.008% | |
| 1/31/2024 | Daiwa Securities Group Inc. | 700,000 | $19.91M | 0.1% | +16.7% | 36.082% | |
| 1/30/2024 | Mackenzie Financial Corp | 34,100 | $970K | 0.0% | -13.9% | 1.758% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 7,230 | $206K | 0.0% | N/A | 0.373% | |
| 1/16/2024 | HBW Advisory Services LLC | 999 | $28K | 0.0% | N/A | 0.051% | |
| 11/14/2023 | Valley National Advisers Inc. | 21,984 | $572K | 0.1% | -2.0% | 1.094% | |
| 11/1/2023 | Daiwa Securities Group Inc. | 600,000 | $15.61M | 0.1% | +200.0% | 29.851% | |
| 10/25/2023 | Mackenzie Financial Corp | 39,600 | $1.01M | 0.0% | N/A | 1.970% | |
| 7/31/2023 | LPL Financial LLC | 77,438 | $2.15M | 0.0% | -7.2% | 4.780% | |
| 7/31/2023 | Daiwa Securities Group Inc. | 200,000 | $5.56M | 0.0% | -75.0% | 12.346% | |
| 7/18/2023 | Stratos Wealth Partners LTD. | 7,332 | $204K | 0.0% | N/A | 0.453% | |
| 5/2/2023 | Daiwa Securities Group Inc. | 800,000 | $21.43M | 0.1% | N/A | 34.188% | |
| 4/26/2023 | Valley National Advisers Inc. | 22,611 | $639K | 0.1% | +2.5% | 0.966% | |
| 3/6/2023 | OLD Mission Capital LLC | 26,274 | $688K | 0.0% | N/A | 1.282% | |
| 2/7/2023 | Oder Investment Management LLC | 8,344 | $219K | 0.3% | N/A | 0.439% | |
| 2/7/2023 | LPL Financial LLC | 92,425 | $2.42M | 0.0% | -17.1% | 4.864% | |
| 1/12/2023 | Valley National Advisers Inc. | 22,063 | $590K | 0.1% | -5.9% | 1.396% | |
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| 11/8/2022 | Valley National Advisers Inc. | 23,450 | $572K | 0.1% | -8.4% | 1.484% | |
| 8/15/2022 | EPG Wealth Management LLC | 12,559 | $318K | 0.1% | -3.8% | 0.638% | |
| 8/12/2022 | Prudential PLC | 168,500 | $4.26M | 0.1% | +20.2% | 8.553% | |