| 6/3/2026 | NewEdge Advisors LLC | 56,984 | $635K | 0.0% | -11.5% | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 1,973,911 | $22.01M | 0.0% | +2.2% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 101,710 | $1.13M | 0.0% | -60.3% | 0.000% | |
| 5/4/2026 | Calamos Advisors LLC | 34,943 | $390K | 0.0% | +13.5% | 0.000% | |
| 5/1/2026 | Fifth Third Bancorp | 10,621 | $118K | 0.0% | N/A | 0.000% | |
| 5/1/2026 | Walled Lake Planning & Wealth Management LLC | 27,575 | $307K | 0.1% | +44.6% | 0.000% | |
| 4/28/2026 | Kathmere Capital Management LLC | 12,842 | $143K | 0.0% | N/A | 0.000% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 262,620 | $2.93M | 0.1% | +3.6% | 0.000% | |
| 4/20/2026 | Tranquility Partners LLC | 103,079 | $1.15M | 0.4% | -4.1% | 0.000% | |
| 4/17/2026 | Robbins Farley | 213,678 | $2.38M | 1.1% | +15.6% | 0.000% | |
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| 3/17/2026 | Rockefeller Capital Management L.P. | 9,000 | $106K | 0.0% | -84.6% | 0.000% | |
| 2/25/2026 | Sit Investment Associates Inc. | 2,025,340 | $23.86M | 0.5% | +141.9% | 0.000% | |
| 2/19/2026 | Invesco Ltd. | 296,866 | $3.50M | 0.0% | -18.0% | 0.000% | |
| 2/18/2026 | Coastal Bridge Advisors LLC | 2,469,105 | $29.09M | 2.2% | -2.1% | 0.000% | |
| 2/18/2026 | NewEdge Advisors LLC | 64,389 | $759K | 0.0% | +2.2% | 0.000% | |
| 2/18/2026 | XTX Topco Ltd | 11,323 | $133K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Virtus Investment Advisers LLC | 42,006 | $495K | 0.1% | -24.1% | 0.000% | |
| 2/18/2026 | Readystate Asset Management LP | 20,226 | $238K | 0.0% | -17.7% | 0.000% | |
| 2/18/2026 | Millennium Management LLC | 18,361 | $216K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Guggenheim Capital LLC | 278,481 | $3.28M | 0.0% | -17.9% | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 10,218 | $120K | 0.0% | -69.0% | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 52,198 | $615K | 0.0% | -35.5% | 0.000% | |
| 2/17/2026 | &PARTNERS | 78,552 | $925K | 0.0% | +25.9% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 256,453 | $3.02M | 0.0% | -0.5% | 0.000% | |
| 2/17/2026 | Adalta Capital Management LLC | 10,000 | $119K | 0.1% | N/A | 0.000% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,000 | $35K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Stifel Financial Corp | 102,881 | $1.21M | 0.0% | -23.8% | 0.000% | |
| 2/13/2026 | First Trust Advisors LP | 53,958 | $636K | 0.0% | -56.1% | 0.000% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 332,233 | $3.91M | 0.0% | -8.0% | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,942,770 | $22.89M | 0.0% | +1.9% | 0.000% | |
| 2/12/2026 | Advisors Asset Management Inc. | 911,571 | $10.74M | 0.2% | -10.8% | 0.000% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 253,401 | $3.00M | 0.1% | -8.5% | 0.000% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 134,533 | $1.59M | 0.0% | -4.5% | 0.000% | |
| 2/12/2026 | Oder Investment Management LLC | 47,650 | $561K | 0.4% | +10.5% | 0.000% | |
| 2/12/2026 | Sit Investment Associates Inc. | 2,025,340 | $23.86M | 0.5% | +141.9% | 0.000% | |
| 2/11/2026 | 1776 Wealth LLC | 10,912 | $129K | 0.0% | N/A | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 335,974 | $3.96M | 0.0% | +20.7% | 0.000% | |
| 2/11/2026 | Lalia Capital LLC | 148,800 | $1.75M | 1.4% | N/A | 0.000% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 52,172 | $615K | 0.4% | N/A | 0.000% | |
| 2/10/2026 | Clear Harbor Asset Management LLC | 82,570 | $973K | 0.1% | +290.8% | 0.000% | |
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| 2/9/2026 | Kingsview Wealth Management LLC | 29,013 | $342K | 0.0% | +15.3% | 0.000% | |
| 2/9/2026 | Cary Street Partners Investment Advisory LLC | 11,400 | $134K | 0.0% | +54.1% | 0.000% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 88,481 | $1.04M | 0.0% | -11.4% | 0.000% | |
| 2/6/2026 | Quantify Chaos Advisors LLC | 68,975 | $813K | 2.5% | N/A | 0.000% | |
| 2/6/2026 | HighTower Advisors LLC | 900,076 | $10.60M | 0.0% | +1.6% | 0.000% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 44,020 | $519K | 0.0% | +32.0% | 0.000% | |
| 1/29/2026 | Comerica Bank | 10,478 | $123K | 0.0% | +32.9% | 0.000% | |
| 1/29/2026 | UBS Group AG | 489,740 | $5.77M | 0.0% | -0.3% | 0.000% | |
| 1/29/2026 | Calamos Advisors LLC | 30,783 | $363K | 0.0% | +32.1% | 0.000% | |
| 1/26/2026 | Shaker Financial Services LLC | 136,680 | $1.62M | 0.5% | -2.8% | 0.000% | |
| 1/26/2026 | Merit Financial Group LLC | 167,971 | $1.98M | 0.0% | -5.0% | 0.000% | |
| 1/23/2026 | Eagle Bay Advisors LLC | 2,800 | $33K | 0.0% | N/A | 0.000% | |
| 1/23/2026 | Transcend Capital Advisors LLC | 454,372 | $5.35M | 0.4% | -15.8% | 0.000% | |
| 1/23/2026 | Robbins Farley | 184,871 | $2.18M | 1.0% | +7.1% | 0.000% | |
| 1/16/2026 | Perigon Wealth Management LLC | 16,349 | $193K | 0.0% | -13.6% | 0.000% | |
| 1/13/2026 | Capital Investment Advisors LLC | 189,062 | $2.23M | 0.0% | -4.0% | 0.000% | |
| 1/12/2026 | SeaCrest Wealth Management LLC | 11,318 | $135K | 0.0% | N/A | 0.000% | |
| 1/12/2026 | Spinnaker Investment Group LLC | 11,428 | $135K | 0.0% | -74.6% | 0.000% | |
| 1/12/2026 | Stolper Co | 60,417 | $712K | 0.2% | +2.2% | 0.000% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 48,285 | $573K | 0.0% | -2.6% | 0.000% | |
| 1/5/2026 | Noble Wealth Management PBC | 6,275 | $74K | 0.0% | +213.8% | 0.000% | |
| 11/18/2025 | Advisory Services Network LLC | 19,722 | $240K | 0.0% | -13.2% | 0.000% | |
| 11/17/2025 | Moors & Cabot Inc. | 23,050 | $281K | 0.0% | +9.1% | 0.000% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 360,943 | $4.39M | 0.0% | -6.9% | 0.000% | |
| 11/17/2025 | Elevation Point Wealth Partners LLC | 277,023 | $3.37M | 0.2% | N/A | 0.000% | |
| 11/17/2025 | City of London Investment Management Co. Ltd. | 186,254 | $2.27M | 0.2% | -20.8% | 0.000% | |
| 11/17/2025 | Bank of America Corp DE | 2,522,001 | $30.69M | 0.0% | +1.9% | 0.000% | |
| 11/14/2025 | Raymond James Financial Inc. | 350,629 | $4.27M | 0.0% | +14.7% | 0.000% | |
| 11/13/2025 | Pathstone Holdings LLC | 323,306 | $3.94M | 0.0% | -70.7% | 0.000% | |
| 11/13/2025 | Invesco Ltd. | 361,916 | $4.41M | 0.0% | +0.3% | 0.000% | |
| 11/13/2025 | UBS Group AG | 491,352 | $5.98M | 0.0% | +9.3% | 0.000% | |
| 11/13/2025 | First Trust Advisors LP | 122,982 | $1.50M | 0.0% | +15.0% | 0.000% | |
| 11/12/2025 | JT Stratford LLC | 13,490 | $164K | 0.0% | +32.2% | 0.000% | |
| 11/12/2025 | Cresset Asset Management LLC | 622,636 | $7.58M | 0.0% | +59.1% | 0.000% | |
| 11/12/2025 | Kingsview Wealth Management LLC | 25,164 | $306K | 0.0% | +4.1% | 0.000% | |
| 11/7/2025 | Readystate Asset Management LP | 24,583 | $299K | 0.0% | -76.8% | 0.000% | |
| 11/7/2025 | Merit Financial Group LLC | 176,892 | $2.15M | 0.0% | -11.7% | 0.000% | |
| 11/7/2025 | HighTower Advisors LLC | 886,020 | $10.78M | 0.0% | -0.3% | 0.000% | |
| 11/6/2025 | Advisors Asset Management Inc. | 1,022,137 | $12.44M | 0.2% | +4.5% | 0.000% | |
| 11/6/2025 | Oppenheimer & Co. Inc. | 33,344 | $406K | 0.0% | +26.8% | 0.000% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 29,402 | $358K | 0.0% | +5.4% | 0.000% | |
| 11/4/2025 | Transcend Capital Advisors LLC | 539,523 | $6.57M | 0.5% | +91.2% | 0.000% | |
| 11/4/2025 | Thrivent Financial for Lutherans | 177,226 | $2.16M | 0.0% | -4.8% | 0.000% | |
| 11/3/2025 | Coastal Bridge Advisors LLC | 2,522,877 | $30.70M | 2.3% | -12.8% | 0.000% | |
| 10/30/2025 | Tranquility Partners LLC | 108,303 | $1.32M | 0.4% | -2.9% | 0.000% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 49,575 | $594K | 0.0% | +2.7% | 0.000% | |
| 10/24/2025 | Catalina Capital Group LLC | 17,923 | $218K | 0.1% | N/A | 0.000% | |
| 10/23/2025 | Capital Investment Advisors LLC | 196,880 | $2.40M | 0.0% | -1.8% | 0.000% | |
| 10/23/2025 | Ethos Financial Group LLC | 15,434 | $188K | 0.0% | N/A | 0.000% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 780,984 | $9.51M | 0.0% | +1.5% | 0.000% | |
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| 10/20/2025 | Merit Financial Group LLC | 177,802 | $2.16M | 0.0% | -11.3% | 0.000% | |
| 10/20/2025 | Calamos Advisors LLC | 23,295 | $284K | 0.0% | +21.7% | 0.000% | |
| 10/17/2025 | Perigon Wealth Management LLC | 18,924 | $230K | 0.0% | -18.5% | 0.000% | |
| 10/15/2025 | Robbins Farley | 172,692 | $2.10M | 0.9% | +36.6% | 0.000% | |
| 10/10/2025 | Spinnaker Investment Group LLC | 44,941 | $547K | 0.1% | N/A | 0.000% | |
| 9/4/2025 | Osaic Holdings Inc. | 84,947 | $1.03M | 0.0% | +34.2% | 0.000% | |
| 8/15/2025 | Bank of America Corp DE | 2,474,962 | $30.00M | 0.0% | -6.0% | 0.000% | |
| 8/14/2025 | Raymond James Financial Inc. | 305,741 | $3.71M | 0.0% | +10.4% | 0.000% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 99,829 | $1.21M | 0.0% | +16.9% | 0.000% | |
| 8/13/2025 | Cary Street Partners Investment Advisory LLC | 7,400 | $90K | 0.0% | +15.6% | 0.000% | |