| 6/3/2026 | NewEdge Advisors LLC | 782,569 | $19.78M | 0.1% | +50.3% | 8.744% | |
| 5/19/2026 | NewEdge Advisors LLC | 236,221 | $5.97M | 0.1% | -54.6% | 2.639% | |
| 5/19/2026 | Bank of America Corp DE | 314,659 | $7.95M | 0.0% | +9.4% | 3.516% | |
| 5/19/2026 | Arkadios Wealth Advisors | 24,951 | $631K | 0.0% | -19.6% | 0.279% | |
| 5/18/2026 | Royal Bank of Canada | 28,681 | $725K | 0.0% | +126.9% | 0.320% | |
| 5/13/2026 | Cetera Investment Advisers | 71,721 | $1.81M | 0.0% | +19.5% | 0.801% | |
| 5/5/2026 | D.A. Davidson & CO. | 8,000 | $202K | 0.0% | N/A | 0.089% | |
| 5/1/2026 | Fifth Third Bancorp | 2,880 | $73K | 0.0% | N/A | 0.032% | |
| 4/30/2026 | Kestra Advisory Services LLC | 23,235 | $587K | 0.0% | +23.3% | 0.260% | |
| 4/27/2026 | PFG Investments LLC | 79,971 | $2.02M | 0.1% | +163.7% | 0.894% | |
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| 4/20/2026 | Kestra Private Wealth Services LLC | 18,858 | $477K | 0.0% | -6.8% | 0.216% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 43,584 | $1.08M | 0.0% | +2.2% | 0.528% | |
| 2/18/2026 | NewEdge Advisors LLC | 520,812 | $12.93M | 0.0% | -1.6% | 6.313% | |
| 2/17/2026 | Cetera Investment Advisers | 60,015 | $1.49M | 0.0% | +55.3% | 0.727% | |
| 2/17/2026 | Kovack Advisors Inc. | 11,163 | $277K | 0.0% | N/A | 0.135% | |
| 2/17/2026 | Osaic Holdings Inc. | 38,364 | $953K | 0.0% | -4.4% | 0.465% | |
| 2/17/2026 | Royal Bank of Canada | 12,641 | $314K | 0.0% | +1,264,000.0% | 0.153% | |
| 2/16/2026 | MML Investors Services LLC | 49,841 | $1.24M | 0.0% | +1.2% | 0.604% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 4,082 | $101K | 0.0% | +4,435.6% | 0.049% | |
| 2/13/2026 | Stifel Financial Corp | 83,270 | $2.07M | 0.0% | +20.4% | 1.009% | |
| 2/13/2026 | Arkadios Wealth Advisors | 31,032 | $771K | 0.0% | -1.6% | 0.376% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,094,834 | $27.19M | 0.0% | +51.1% | 13.271% | |
| 2/13/2026 | Quadrant Capital Group LLC | 8,248 | $205K | 0.0% | N/A | 0.100% | |
| 2/12/2026 | Jane Street Group LLC | 12,603 | $313K | 0.0% | N/A | 0.153% | |
| 2/12/2026 | Wagner Wealth Management Corp | 63,644 | $1.58M | 1.6% | N/A | 0.771% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 17,497 | $434K | 0.0% | +5.5% | 0.212% | |
| 2/12/2026 | Founders Financial Alliance LLC | 1,075 | $27K | 0.0% | -33.9% | 0.013% | |
| 2/12/2026 | Kovack Advisors Inc. | 11,163 | $277K | 0.0% | N/A | 0.135% | |
| 2/11/2026 | LPL Financial LLC | 209,751 | $5.21M | 0.0% | -5.2% | 2.542% | |
| 2/9/2026 | Prospera Financial Services Inc | 96,553 | $2.40M | 0.0% | -5.5% | 1.170% | |
| 1/30/2026 | Barnes Pettey Financial Advisors LLC | 16,424 | $408K | 0.2% | -11.9% | 0.200% | |
| 1/29/2026 | UBS Group AG | 166,595 | $4.14M | 0.0% | +27.7% | 2.032% | |
| 1/27/2026 | Waterfront Wealth Inc. | 9,807 | $259K | 0.0% | N/A | 0.120% | |
| 1/26/2026 | PFG Investments LLC | 30,322 | $753K | 0.0% | +12.7% | 0.370% | |
| 1/23/2026 | Farther Finance Advisors LLC | 13,054 | $324K | 0.0% | +4.3% | 0.159% | |
| 1/23/2026 | Smith Moore & CO. | 28,426 | $706K | 0.1% | +213.2% | 0.347% | |
| 1/21/2026 | Trueblood Wealth Management LLC | 91,392 | $2.27M | 0.9% | +5.5% | 1.142% | |
| 1/16/2026 | Genesee Capital Advisors LLC | 101,019 | $2.51M | 1.0% | -26.9% | 1.279% | |
| 11/18/2025 | Advisory Services Network LLC | 1,239 | $30K | 0.0% | N/A | 0.017% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 20,219 | $495K | 0.0% | -9.5% | 0.273% | |
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| 11/17/2025 | Citadel Advisors LLC | 35,858 | $878K | 0.0% | N/A | 0.485% | |
| 11/17/2025 | Bank of America Corp DE | 247,804 | $6.07M | 0.0% | +14.6% | 3.349% | |
| 11/14/2025 | Raymond James Financial Inc. | 319,121 | $7.81M | 0.0% | +1.0% | 4.312% | |
| 11/13/2025 | UBS Group AG | 130,424 | $3.19M | 0.0% | +44.6% | 1.762% | |
| 11/12/2025 | Smith Moore & CO. | 9,075 | $222K | 0.0% | N/A | 0.123% | |
| 11/7/2025 | Founders Financial Alliance LLC | 1,626 | $40K | 0.0% | +62.4% | 0.022% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 6,008 | $147K | 0.0% | N/A | 0.081% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 6,326 | $155K | 0.0% | +16.2% | 0.085% | |
| 11/6/2025 | Prospera Financial Services Inc | 102,201 | $2.50M | 0.0% | -0.8% | 1.381% | |
| 10/31/2025 | PFG Investments LLC | 26,897 | $658K | 0.0% | +10.1% | 0.363% | |
| 10/27/2025 | Kiker Wealth Management LLC | 55,131 | $1.35M | 0.7% | -2.5% | 0.745% | |
| 10/24/2025 | Trueblood Wealth Management LLC | 86,625 | $2.12M | 0.8% | +5.3% | 1.171% | |
| 10/15/2025 | Cushing Capital Partners LLC | 21,695 | $531K | 0.4% | -4.0% | 0.295% | |
| 10/14/2025 | Farther Finance Advisors LLC | 12,517 | $306K | 0.0% | +273.6% | 0.170% | |
| 9/4/2025 | Osaic Holdings Inc. | 28,854 | $661K | 0.0% | +5.7% | 0.434% | |
| 8/15/2025 | MML Investors Services LLC | 44,836 | $1.03M | 0.0% | -4.2% | 0.674% | |
| 8/15/2025 | Bank of America Corp DE | 216,181 | $4.96M | 0.0% | +24.9% | 3.251% | |
| 8/14/2025 | Jane Street Group LLC | 92,844 | $2.13M | 0.0% | N/A | 1.396% | |
| 8/14/2025 | Raymond James Financial Inc. | 316,042 | $7.24M | 0.0% | -13.9% | 4.753% | |
| 8/14/2025 | NewEdge Advisors LLC | 121,812 | $2.79M | 0.0% | +19.4% | 1.832% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 10,533 | $241K | 0.0% | -20.9% | 0.158% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 42,974 | $985K | 0.0% | -1.2% | 0.646% | |
| 8/6/2025 | Prospera Financial Services Inc | 103,039 | $2.36M | 0.0% | -8.8% | 1.549% | |
| 7/30/2025 | Freedom Investment Management Inc. | 9,376 | $215K | 0.0% | -7.4% | 0.141% | |
| 7/28/2025 | Cushing Capital Partners LLC | 22,600 | $518K | 0.4% | +17.1% | 0.340% | |
| 7/28/2025 | Kiker Wealth Management LLC | 56,540 | $1.30M | 0.7% | -2.6% | 0.850% | |
| 7/25/2025 | Genesee Capital Advisors LLC | 137,747 | $3.16M | 1.4% | +1.0% | 2.071% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 82,272 | $1.89M | 0.8% | +8.1% | 1.237% | |
| 7/21/2025 | Creative Capital Management Investments LLC | 1,250 | $29K | 0.0% | N/A | 0.019% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 5,446 | $125K | 0.0% | N/A | 0.082% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,350 | $77K | 0.0% | N/A | 0.058% | |
| 5/14/2025 | Comerica Bank | 2,953 | $59K | 0.0% | -18.2% | 0.057% | |
| 5/14/2025 | Freedom Investment Management Inc. | 10,123 | $202K | 0.0% | N/A | 0.197% | |
| 5/13/2025 | Raymond James Financial Inc. | 367,098 | $7.34M | 0.0% | -71.9% | 7.128% | |
| 5/8/2025 | Arkadios Wealth Advisors | 31,145 | $623K | 0.0% | -6.3% | 0.605% | |
| 5/7/2025 | LPL Financial LLC | 250,676 | $5.01M | 0.0% | -40.9% | 4.867% | |
| 5/6/2025 | Cetera Investment Advisers | 20,397 | $408K | 0.0% | -26.0% | 0.396% | |
| 4/24/2025 | Barnes Pettey Financial Advisors LLC | 18,632 | $373K | 0.3% | -26.4% | 0.362% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 52,418 | $1.05M | 0.0% | +8.0% | 1.018% | |
| 4/22/2025 | Genesee Capital Advisors LLC | 136,391 | $2.73M | 1.4% | +11.1% | 2.648% | |
| 4/22/2025 | PFG Investments LLC | 24,244 | $485K | 0.0% | -13.7% | 0.471% | |
| 4/21/2025 | True Link Financial Advisors LLC | 18,912 | $378K | 0.0% | N/A | 0.367% | |
| 4/18/2025 | Cushing Capital Partners LLC | 19,305 | $386K | 0.3% | -8.8% | 0.375% | |
| 4/15/2025 | Trueblood Wealth Management LLC | 76,110 | $1.52M | 0.7% | +35.7% | 1.436% | |
| 4/7/2025 | GAMMA Investing LLC | 88,940 | $1.78M | 0.0% | +1,900.0% | 1.662% | |
| 2/17/2025 | Cetera Investment Advisers | 27,569 | $528K | 0.0% | -3.1% | 0.418% | |
| 2/17/2025 | Citadel Advisors LLC | 671,681 | $12.88M | 0.0% | N/A | 10.177% | |
| 2/17/2025 | Bank of America Corp DE | 187,853 | $3.60M | 0.0% | +8.7% | 2.846% | |
| 2/14/2025 | Jane Street Group LLC | 106,859 | $2.05M | 0.0% | -18.5% | 1.619% | |
| 2/14/2025 | Topsail Wealth Management LLC | 6,800 | $130K | 0.0% | N/A | 0.103% | |
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| 2/14/2025 | Stifel Financial Corp | 35,550 | $681K | 0.0% | -6.8% | 0.539% | |
| 2/13/2025 | NewEdge Advisors LLC | 491,096 | $9.41M | 0.1% | +3.3% | 7.441% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 44,151 | $846K | 0.0% | -5.1% | 0.669% | |
| 2/13/2025 | Raymond James Financial Inc. | 1,304,568 | $25.01M | 0.0% | N/A | 19.766% | |
| 2/13/2025 | Wells Fargo & Company MN | 450,862 | $8.64M | 0.0% | -7.5% | 6.831% | |
| 2/11/2025 | LPL Financial LLC | 423,832 | $8.13M | 0.0% | +1.7% | 6.422% | |
| 2/11/2025 | Kiker Wealth Management LLC | 60,292 | $1.16M | 0.9% | N/A | 0.914% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 76,783 | $1.47M | 0.0% | +2.3% | 1.163% | |
| 2/7/2025 | Cushing Capital Partners LLC | 21,172 | $406K | 0.4% | N/A | 0.321% | |
| 2/6/2025 | Raymond James Financial Inc. | 1,304,568 | $25.01M | 0.0% | N/A | 19.766% | |