| 5/15/2026 | Vivaldi Capital Management LP | 12,590 | $433K | 0.1% | +16.0% | 1.399% | |
| 4/27/2026 | Private Advisor Group LLC | 8,076 | $277K | 0.0% | -29.0% | 0.950% | |
| 2/18/2026 | OLD Mission Capital LLC | 16,031 | $528K | 0.0% | N/A | 2.290% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,789 | $59K | 0.0% | N/A | 0.256% | |
| 2/13/2026 | Vivaldi Capital Management LP | 10,849 | $357K | 0.0% | +10.8% | 1.550% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 7,186 | $237K | 0.0% | N/A | 1.027% | |
| 2/11/2026 | LPL Financial LLC | 146,105 | $4.81M | 0.0% | +40.5% | 20.872% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 12,835 | $423K | 0.0% | -59.5% | 1.834% | |
| 2/9/2026 | Flputnam Investment Management Co. | 6,994 | $230K | 0.0% | N/A | 0.999% | |
| 2/9/2026 | Marshall Investment Management LLC | 41,809 | $1.38M | 0.7% | N/A | 5.973% | |
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| 1/29/2026 | NBC Securities Inc. | 1,325 | $44K | 0.0% | +33.0% | 0.189% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 6,225 | $205K | 0.0% | N/A | 0.958% | |
| 1/21/2026 | Sound Income Strategies LLC | 8,627 | $287K | 0.0% | N/A | 1.327% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 7,634 | $251K | 0.0% | -5.3% | 1.174% | |
| 11/17/2025 | Vivaldi Capital Management LP | 9,790 | $279K | 0.0% | +4.1% | 1.632% | |
| 11/10/2025 | Ameritas Investment Partners Inc. | 17,232 | $491K | 0.0% | +9.7% | 2.872% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 8,062 | $230K | 0.0% | N/A | 1.344% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 18,132 | $517K | 0.0% | +2.1% | 3.022% | |
| 10/6/2025 | Steph & Co. | 4,990 | $142K | 0.0% | N/A | 0.907% | |
| 9/4/2025 | Osaic Holdings Inc. | 3,297 | $84K | 0.0% | -12.0% | 0.599% | |
| 8/14/2025 | Raymond James Financial Inc. | 2,225 | $57K | 0.0% | N/A | 0.405% | |
| 8/14/2025 | Vivaldi Capital Management LP | 9,406 | $241K | 0.0% | -15.4% | 1.710% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 2,726 | $70K | 0.0% | -20.1% | 0.496% | |
| 8/12/2025 | Ameritas Investment Partners Inc. | 15,711 | $403K | 0.0% | +2.6% | 2.857% | |
| 8/6/2025 | Summit Investment Advisors Inc. | 15,320 | $421K | 0.3% | +8.1% | 2.785% | |
| 8/5/2025 | Bank of Montreal Can | 8,221 | $211K | 0.0% | +68.2% | 1.495% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 17,765 | $455K | 0.0% | -5.5% | 3.230% | |
| 7/24/2025 | WMG Financial Advisors LLC | 10,820 | $277K | 0.1% | -16.1% | 1.967% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 19,472 | $535K | 0.0% | +11.7% | 3.540% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 19,472 | $535K | 0.0% | +11.7% | 3.540% | |
| 5/15/2025 | OLD Mission Capital LLC | 15,740 | $433K | 0.0% | N/A | 2.862% | |
| 5/7/2025 | LPL Financial LLC | 104,902 | $2.88M | 0.0% | +87.7% | 19.073% | |
| 5/6/2025 | WMG Financial Advisors LLC | 12,895 | $354K | 0.2% | -3.0% | 2.345% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 18,799 | $517K | 0.0% | +14.6% | 3.418% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,567 | $455K | 0.0% | +19.2% | 3.012% | |
| 4/9/2025 | NBC Securities Inc. | 1,075 | $29K | 0.0% | +21,400.0% | 0.195% | |
| 2/17/2025 | Vivaldi Capital Management LP | 8,677 | $243K | 0.0% | +15.6% | 1.735% | |
| 2/13/2025 | Summit Investment Advisors Inc. | 14,173 | $382K | 0.3% | +13.0% | 2.835% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 16,403 | $442K | 0.0% | +17.0% | 3.281% | |
| 2/11/2025 | LPL Financial LLC | 55,876 | $1.51M | 0.0% | +9.3% | 11.175% | |
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| 10/15/2024 | NBC Securities Inc. | 5,536 | $159K | 0.0% | -9.9% | 0.923% | |
| 7/30/2024 | WMG Financial Advisors LLC | 13,386 | $365K | 0.2% | -13.9% | 2.059% | |
| 7/30/2024 | International Assets Investment Management LLC | 2,662 | $73K | 0.0% | N/A | 0.410% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 11,200 | $314K | 0.0% | +5.5% | 1.493% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 36,764 | $1.03M | 0.0% | N/A | 4.902% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 54,969 | $1.46M | 0.0% | -3.0% | 7.329% | |
| 1/29/2024 | Outlook Wealth Advisors LLC | 8,597 | $229K | 0.1% | -10.0% | 1.146% | |
| 1/25/2024 | International Assets Investment Management LLC | 76,924 | $2.16M | 0.0% | N/A | 10.257% | |
| 1/24/2024 | International Assets Investment Management LLC | 76,924 | $2.16M | 0.0% | N/A | 10.257% | |
| 11/4/2023 | NBC Securities Inc. | 6,359 | $162K | 0.0% | N/A | 0.795% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 116,423 | $2.98M | 0.0% | -5.3% | 14.553% | |
| 8/3/2023 | Paragon Private Wealth Management LLC | 26,185 | $686K | 0.5% | +20.9% | 2.756% | |
| 8/3/2023 | WMG Financial Advisors LLC | 39,193 | $1.03M | 0.8% | -23.8% | 4.126% | |
| 7/31/2023 | LPL Financial LLC | 70,720 | $1.85M | 0.0% | +0.8% | 7.072% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 15,572 | $408K | 0.0% | -34.4% | 1.557% | |
| 7/10/2023 | Outlook Wealth Advisors LLC | 9,240 | $242K | 0.1% | +12.5% | 0.924% | |
| 5/10/2023 | Resources Investment Advisors LLC. | 8,396 | $219K | 0.0% | -5.5% | 0.672% | |
| 5/5/2023 | Truist Financial Corp | 45,988 | $1.20M | 0.0% | -79.9% | 3.679% | |
| 4/25/2023 | Foundations Investment Advisors LLC | 7,666 | $200K | 0.0% | N/A | 0.613% | |
| 4/18/2023 | WMG Financial Advisors LLC | 51,459 | $1.34M | 1.1% | +28.4% | 4.117% | |
| 4/18/2023 | Outlook Wealth Advisors LLC | 8,215 | $214K | 0.1% | N/A | 0.657% | |
| 4/17/2023 | Paragon Private Wealth Management LLC | 21,667 | $565K | 0.5% | +63.0% | 1.733% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 123,290 | $3.22M | 0.0% | +18.6% | 9.863% | |
| 4/14/2023 | Raymond James & Associates | 11,336 | $296K | 0.0% | -22.2% | 0.907% | |
| 4/11/2023 | Kesler Norman & Wride LLC | 27,477 | $717K | 0.2% | -1.9% | 2.198% | |
| 2/14/2023 | Paragon Private Wealth Management LLC | 13,290 | $365K | 0.3% | N/A | 0.857% | |
| 2/10/2023 | WMG Financial Advisors LLC | 40,073 | $1.10M | 0.9% | -4.5% | 2.585% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 103,995 | $2.85M | 0.0% | N/A | 6.709% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 17,915 | $491K | 0.0% | N/A | 1.156% | |
| 2/7/2023 | LPL Financial LLC | 72,779 | $2.00M | 0.0% | -9.3% | 4.695% | |
| 2/7/2023 | Kesler Norman & Wride LLC | 28,017 | $769K | 0.2% | +2.0% | 1.808% | |
| 2/2/2023 | Resources Investment Advisors LLC. | 8,881 | $244K | 0.0% | N/A | 0.573% | |
| 1/30/2023 | Concourse Financial Group Securities Inc. | 2,530 | $69K | 0.0% | -26.7% | 0.163% | |
| 12/5/2022 | Centaurus Financial Inc. | 4,655 | $112K | 0.0% | N/A | 0.291% | |
| 11/10/2022 | Credit Suisse AG | 52,972 | $1.27M | 0.0% | -12.7% | 3.311% | |
| 11/8/2022 | Integrated Advisors Network LLC | 36,687 | $882K | 0.1% | -3.9% | 2.293% | |
| 10/28/2022 | Benjamin F. Edwards & Company Inc. | 13,154 | $316K | 0.0% | N/A | 0.822% | |
| 10/26/2022 | Truist Financial Corp | 220,074 | $5.29M | 0.0% | +301.1% | 13.338% | |
| 10/25/2022 | Janney Montgomery Scott LLC | 10,376 | $249K | 0.0% | N/A | 0.629% | |
| 10/25/2022 | Raymond James & Associates | 125,025 | $3.01M | 0.0% | N/A | 7.577% | |
| 10/19/2022 | Kesler Norman & Wride LLC | 27,477 | $661K | 0.2% | N/A | 1.665% | |
| 10/18/2022 | WMG Financial Advisors LLC | 41,967 | $1.01M | 0.9% | +30.5% | 2.708% | |
| 8/13/2022 | Concourse Financial Group Securities Inc. | 2,827 | $75K | 0.0% | N/A | 0.166% | |
| 8/12/2022 | Integrated Advisors Network LLC | 38,184 | $1.01M | 0.1% | +5.8% | 2.246% | |
| 8/8/2022 | WMG Financial Advisors LLC | 32,167 | $848K | 0.7% | N/A | 1.892% | |
| 8/3/2022 | AE Wealth Management LLC | 159,408 | $4.21M | 0.0% | N/A | 9.661% | |
| 7/28/2022 | D.A. Davidson & CO. | 239,586 | $6.33M | 0.1% | N/A | 14.520% | |
| 7/22/2022 | Truist Financial Corp | 54,867 | $1.45M | 0.0% | +172.6% | 3.325% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 20,230 | $538K | 0.0% | N/A | 3.372% | |
| 5/2/2022 | Altfest L J & Co. Inc. | 9,444 | $251K | 0.0% | -61.6% | 1.574% | |
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| 5/2/2022 | Integrated Advisors Network LLC | 36,083 | $960K | 0.1% | +17.7% | 6.014% | |
| 4/22/2022 | Truist Financial Corp | 20,130 | $536K | 0.0% | N/A | 3.355% | |