| 5/19/2026 | Western Wealth Management LLC | 800 | $35K | 0.0% | N/A | 0.034% | |
| 5/19/2026 | Bank of America Corp DE | 46,152 | $2.04M | 0.0% | +14.4% | 1.964% | |
| 5/18/2026 | Royal Bank of Canada | 63,079 | $2.79M | 0.0% | -29.0% | 2.684% | |
| 5/14/2026 | American Financial Advisors LLC | 6,585 | $291K | 0.0% | -3.3% | 0.280% | |
| 5/13/2026 | Cetera Investment Advisers | 32,850 | $1.45M | 0.0% | +2.9% | 1.398% | |
| 5/7/2026 | Hershey Financial Advisers LLC | 24,336 | $1.08M | 0.9% | +3.6% | 1.036% | |
| 5/4/2026 | Milestones Private Investment Advisors LLC | 27,583 | $1.22M | 1.1% | +13.4% | 1.174% | |
| 5/2/2026 | International Assets Investment Management LLC | 2,302 | $103K | 0.0% | -11.5% | 0.098% | |
| 4/30/2026 | Kestra Advisory Services LLC | 41,966 | $1.85M | 0.0% | -0.8% | 1.786% | |
| 4/22/2026 | Merkkuri Wealth Advisors LLC | 1,188 | $52K | 0.0% | N/A | 0.051% | |
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| 4/17/2026 | Cottonwood Capital Advisors LLC | 9,328 | $412K | 0.3% | -3.4% | 0.397% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 689 | $30K | 0.0% | +97.4% | 0.031% | |
| 2/18/2026 | Hershey Financial Advisers LLC | 23,490 | $1.01M | 0.9% | N/A | 1.044% | |
| 2/17/2026 | Cetera Investment Advisers | 31,919 | $1.37M | 0.0% | +4.6% | 1.419% | |
| 2/17/2026 | Kovack Advisors Inc. | 12,139 | $522K | 0.0% | N/A | 0.540% | |
| 2/17/2026 | Osaic Holdings Inc. | 26,709 | $1.15M | 0.0% | -29.7% | 1.187% | |
| 2/17/2026 | Royal Bank of Canada | 88,861 | $3.82M | 0.0% | +49.9% | 3.949% | |
| 2/13/2026 | Kestra Advisory Services LLC | 42,316 | $1.82M | 0.0% | +27.2% | 1.881% | |
| 2/13/2026 | Stifel Financial Corp | 20,624 | $888K | 0.0% | +174.3% | 0.917% | |
| 2/12/2026 | Jane Street Group LLC | 100,672 | $4.33M | 0.0% | +10.9% | 4.474% | |
| 2/12/2026 | Wagner Wealth Management Corp | 5,934 | $255K | 0.3% | N/A | 0.264% | |
| 2/12/2026 | Kovack Advisors Inc. | 12,138 | $522K | 0.0% | N/A | 0.539% | |
| 2/11/2026 | LPL Financial LLC | 164,880 | $7.10M | 0.0% | -12.1% | 7.328% | |
| 2/5/2026 | Plus Group Wealth Advisors LLC | 25,927 | $1.12M | 1.2% | N/A | 1.152% | |
| 2/3/2026 | International Assets Investment Management LLC | 2,602 | $112K | 0.0% | N/A | 0.116% | |
| 2/3/2026 | American Financial Advisors LLC | 6,811 | $293K | 0.0% | -23.1% | 0.303% | |
| 2/2/2026 | Truist Financial Corp | 19,315 | $831K | 0.0% | N/A | 0.858% | |
| 1/30/2026 | Caldwell Trust Co | 643 | $28K | 0.0% | N/A | 0.029% | |
| 1/29/2026 | D.A. Davidson & CO. | 24,262 | $1.04M | 0.0% | -6.2% | 1.078% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 347,194 | $14.94M | 0.2% | +112.0% | 15.431% | |
| 1/26/2026 | CWM LLC | 6,385 | $275K | 0.0% | -78.4% | 0.284% | |
| 1/26/2026 | Milestones Private Investment Advisors LLC | 24,328 | $1.05M | 0.7% | -19.5% | 1.081% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 14,300 | $615K | 0.0% | +3.8% | 0.636% | |
| 1/15/2026 | RiverTree Advisors LLC | 17,438 | $750K | 0.5% | +10.7% | 0.775% | |
| 1/15/2026 | Private Advisory Group LLC | 86,666 | $3.73M | 0.3% | N/A | 3.852% | |
| 1/14/2026 | Cottonwood Capital Advisors LLC | 9,655 | $415K | 0.3% | +22.4% | 0.429% | |
| 1/13/2026 | Synergy Asset Management LLC | 10,518 | $453K | 0.0% | -7.9% | 0.467% | |
| 11/18/2025 | Advisory Services Network LLC | 1,832 | $78K | 0.0% | N/A | 0.081% | |
| 11/17/2025 | Susquehanna International Group LLP | 21,243 | $909K | 0.0% | -23.1% | 0.944% | |
| 11/17/2025 | Elequin Capital LP | 8,678 | $371K | 0.0% | -72.9% | 0.386% | |
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| 11/17/2025 | Bank of America Corp DE | 40,958 | $1.75M | 0.0% | +5.6% | 1.820% | |
| 11/14/2025 | Raymond James Financial Inc. | 89,532 | $3.83M | 0.0% | +3.3% | 3.979% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 13,780 | $589K | 0.0% | +2.6% | 0.612% | |
| 11/6/2025 | Prospera Financial Services Inc | 4,776 | $204K | 0.0% | N/A | 0.212% | |
| 11/6/2025 | Proactive Wealth Strategies LLC | 43,133 | $1.85M | 0.8% | +0.9% | 1.917% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 5,545 | $237K | 0.0% | -55.1% | 0.246% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 163,784 | $7.01M | 0.1% | -46.2% | 7.279% | |
| 10/27/2025 | American Financial Advisors LLC | 8,862 | $379K | 0.0% | -2.8% | 0.394% | |
| 10/23/2025 | Ethos Financial Group LLC | 4,942 | $211K | 0.0% | N/A | 0.220% | |
| 10/23/2025 | Realta Investment Advisors | 7,263 | $311K | 0.1% | N/A | 0.323% | |
| 10/22/2025 | Milestones Private Investment Advisors LLC | 30,234 | $1.29M | 0.9% | -5.8% | 1.344% | |
| 10/22/2025 | D.A. Davidson & CO. | 25,858 | $1.11M | 0.0% | +6.4% | 1.149% | |
| 10/21/2025 | Synergy Asset Management LLC | 11,414 | $488K | 0.0% | N/A | 0.507% | |
| 10/15/2025 | CWM LLC | 29,576 | $1.27M | 0.0% | -15.5% | 1.314% | |
| 9/11/2025 | Milestones Private Investment Advisors LLC | 32,107 | $1.25M | 0.9% | N/A | 1.427% | |
| 9/4/2025 | Osaic Holdings Inc. | 15,649 | $607K | 0.0% | -28.2% | 0.696% | |
| 8/15/2025 | Bank of America Corp DE | 38,781 | $1.51M | 0.0% | -10.8% | 1.724% | |
| 8/14/2025 | Jane Street Group LLC | 133,299 | $5.17M | 0.0% | +645.7% | 5.924% | |
| 8/14/2025 | Raymond James Financial Inc. | 86,688 | $3.36M | 0.0% | -68.2% | 3.853% | |
| 8/12/2025 | Richmond Investment Services LLC | 5,624 | $218K | 0.0% | N/A | 0.250% | |
| 8/12/2025 | JPMorgan Chase & Co. | 12,963 | $503K | 0.0% | +23.7% | 0.576% | |
| 8/8/2025 | Cetera Investment Advisers | 30,506 | $1.18M | 0.0% | -30.6% | 1.356% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 12,336 | $479K | 0.0% | N/A | 0.548% | |
| 7/30/2025 | D.A. Davidson & CO. | 24,314 | $944K | 0.0% | N/A | 1.081% | |
| 7/29/2025 | Horst & Graben Wealth Management LLC | 8,274 | $321K | 0.1% | +34.3% | 0.368% | |
| 7/25/2025 | CWM LLC | 34,986 | $1.36M | 0.0% | -16.2% | 1.555% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 304,201 | $11.81M | 0.2% | +94.7% | 13.520% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 143,088 | $5.55M | 0.3% | N/A | 6.359% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,529 | $59K | 0.0% | +5,172.4% | 0.068% | |
| 7/10/2025 | American Financial Advisors LLC | 9,116 | $354K | 0.0% | -11.6% | 0.405% | |
| 5/19/2025 | Jane Street Group LLC | 17,876 | $624K | 0.0% | +50.2% | 0.941% | |
| 5/15/2025 | Royal Bank of Canada | 70,695 | $2.47M | 0.0% | +14.4% | 3.721% | |
| 5/14/2025 | Kestra Advisory Services LLC | 27,610 | $964K | 0.0% | +64.1% | 1.453% | |
| 5/13/2025 | Elequin Capital LP | 67,999 | $2.37M | 0.3% | +173.8% | 3.579% | |
| 5/13/2025 | Raymond James Financial Inc. | 273,026 | $9.53M | 0.0% | -10.4% | 14.370% | |
| 5/12/2025 | Everett Harris & Co. CA | 6,585 | $230K | 0.0% | N/A | 0.347% | |
| 5/7/2025 | Brio Consultants LLC | 13,440 | $469K | 0.2% | N/A | 0.707% | |
| 5/7/2025 | LPL Financial LLC | 164,756 | $5.75M | 0.0% | -5.9% | 8.671% | |
| 5/6/2025 | Cetera Investment Advisers | 43,987 | $1.54M | 0.0% | +6.0% | 2.315% | |
| 5/1/2025 | CWM LLC | 41,737 | $1.46M | 0.0% | -4.4% | 2.197% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 13,506 | $472K | 0.0% | -5.1% | 0.711% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 6,159 | $215K | 0.0% | N/A | 0.324% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 156,260 | $5.46M | 0.1% | +4.7% | 8.224% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 15,455 | $540K | 0.0% | +102.2% | 0.813% | |
| 4/23/2025 | TSA Wealth Managment LLC | 6,915 | $241K | 0.1% | N/A | 0.314% | |
| 4/23/2025 | Continuum Advisory LLC | 2,753 | $96K | 0.0% | -28.8% | 0.125% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 40,088 | $1.40M | 0.0% | +120.9% | 1.822% | |
| 2/18/2025 | Elequin Capital LP | 24,833 | $914K | 0.1% | -69.5% | 1.035% | |
| 2/18/2025 | Continuum Advisory LLC | 3,867 | $142K | 0.0% | +7.6% | 0.161% | |
| 2/17/2025 | Cetera Investment Advisers | 41,515 | $1.53M | 0.0% | +37.8% | 1.730% | |
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| 2/17/2025 | Bank of America Corp DE | 46,197 | $1.70M | 0.0% | -1.1% | 1.925% | |
| 2/17/2025 | Benjamin Edwards Inc. | 5,733 | $211K | 0.0% | -13.0% | 0.239% | |
| 2/14/2025 | Jane Street Group LLC | 11,902 | $438K | 0.0% | -47.9% | 0.496% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 7,643 | $281K | 0.0% | N/A | 0.318% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 5,755 | $219K | 0.0% | N/A | 0.240% | |
| 2/13/2025 | Advisory Services Network LLC | 22,254 | $819K | 0.0% | N/A | 0.927% | |
| 2/13/2025 | Concentrum Wealth Management | 14,069 | $518K | 0.2% | -4.8% | 0.586% | |
| 2/12/2025 | JPMorgan Chase & Co. | 6,039 | $222K | 0.0% | -11.6% | 0.252% | |
| 2/11/2025 | LPL Financial LLC | 175,117 | $6.44M | 0.0% | -0.2% | 7.297% | |
| 2/7/2025 | Independent Advisor Alliance | 92,271 | $3.40M | 0.0% | N/A | 3.845% | |