| 6/3/2026 | NewEdge Advisors LLC | 61,023 | $536K | 0.0% | -12.9% | 0.000% | |
| 5/19/2026 | Western Wealth Management LLC | 9,980 | $88K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | NewEdge Advisors LLC | 61,023 | $536K | 0.0% | -12.9% | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 2,185,957 | $19.19M | 0.0% | -0.9% | 0.000% | |
| 5/19/2026 | Genesis Financial Group LLC | 44,542 | $391K | 0.2% | +2.7% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 972,894 | $8.54M | 0.0% | +2.3% | 0.000% | |
| 5/13/2026 | Cetera Investment Advisers | 136,355 | $1.20M | 0.0% | -9.3% | 0.000% | |
| 5/5/2026 | D.A. Davidson & CO. | 87,674 | $770K | 0.0% | +5.8% | 0.000% | |
| 5/4/2026 | Calamos Advisors LLC | 134,063 | $1.18M | 0.0% | +13.5% | 0.000% | |
| 5/4/2026 | NWF Advisory Services Inc. | 10,700 | $94K | 0.0% | -21.3% | 0.000% | |
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| 5/2/2026 | Arlington Capital Management Inc. | 30,849 | $271K | 0.2% | N/A | 0.000% | |
| 5/1/2026 | Fifth Third Bancorp | 18,527 | $163K | 0.0% | N/A | 0.000% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 214,889 | $1.96M | 0.5% | +0.9% | 0.000% | |
| 4/30/2026 | Kestra Advisory Services LLC | 104,364 | $916K | 0.0% | +133.3% | 0.000% | |
| 4/20/2026 | Heritage Wealth Management Inc. | 22,360 | $196K | 0.1% | -22.6% | 0.000% | |
| 4/17/2026 | PMG Family Office LLC | 71,056 | $624K | 0.7% | +3.0% | 0.000% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 291,291 | $2.69M | 0.0% | +6.9% | 0.000% | |
| 3/3/2026 | NWF Advisory Services Inc. | 13,600 | $125K | 0.0% | -59.5% | 0.000% | |
| 2/19/2026 | TMB Capital Partners LLC | 12,110 | $112K | 0.0% | N/A | 0.000% | |
| 2/19/2026 | Invesco Ltd. | 1,590,547 | $14.67M | 0.0% | -4.4% | 0.000% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 74,202 | $684K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Saba Capital Management L.P. | 438,995 | $4.05M | 0.1% | +2,821.6% | 0.000% | |
| 2/18/2026 | Readystate Asset Management LP | 82,764 | $763K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Claro Advisors Inc. | 31,262 | $288K | 0.0% | -12.9% | 0.000% | |
| 2/18/2026 | 1607 Capital Partners LLC | 1,452,913 | $13.40M | 0.9% | +262.3% | 0.000% | |
| 2/17/2026 | Guggenheim Capital LLC | 2,296,545 | $21.17M | 0.2% | +8.5% | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 150,290 | $1.39M | 0.0% | +3.1% | 0.000% | |
| 2/17/2026 | Kovack Advisors Inc. | 55,067 | $508K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 407,894 | $3.76M | 0.0% | +3.2% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 950,732 | $8.77M | 0.0% | +1.6% | 0.000% | |
| 2/16/2026 | MML Investors Services LLC | 40,272 | $371K | 0.0% | +20.8% | 0.000% | |
| 2/16/2026 | Landscape Capital Management L.L.C. | 18,612 | $172K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Jacobi Capital Management LLC | 28,344 | $261K | 0.0% | -6.0% | 0.000% | |
| 2/13/2026 | CreativeOne Wealth LLC | 30,783 | $284K | 0.0% | -23.0% | 0.000% | |
| 2/13/2026 | Stifel Financial Corp | 126,877 | $1.17M | 0.0% | -1.0% | 0.000% | |
| 2/13/2026 | Saxon Interests Inc. | 36,257 | $334K | 0.1% | -3.3% | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 293,744 | $2.71M | 0.0% | -7.3% | 0.000% | |
| 2/13/2026 | Summit Financial LLC | 27,433 | $253K | 0.0% | -9.1% | 0.000% | |
| 2/12/2026 | Advisors Asset Management Inc. | 774,116 | $7.14M | 0.1% | +8.0% | 0.000% | |
| 2/12/2026 | Jane Street Group LLC | 118,069 | $1.09M | 0.0% | +130.4% | 0.000% | |
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| 2/12/2026 | HRT Financial LP | 16,795 | $154K | 0.0% | N/A | 0.000% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 79,275 | $731K | 0.0% | +39.8% | 0.000% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 104,528 | $964K | 0.0% | +1.3% | 0.000% | |
| 2/12/2026 | Kovack Advisors Inc. | 55,067 | $510K | 0.0% | N/A | 0.000% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 23,352 | $215K | 0.0% | -7.6% | 0.000% | |
| 2/11/2026 | Alteri Wealth LLC | 55,885 | $515K | 0.2% | -3.3% | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 789,358 | $7.28M | 0.0% | +8.8% | 0.000% | |
| 2/11/2026 | Franklin Resources Inc. | 260,849 | $2.41M | 0.0% | +1.8% | 0.000% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 57,016 | $526K | 0.3% | N/A | 0.000% | |
| 2/10/2026 | Rothschild Investment LLC | 26,881 | $248K | 0.0% | -3.8% | 0.000% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 32,322 | $298K | 0.0% | -3.3% | 0.000% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 35,400 | $326K | 0.0% | +127.1% | 0.000% | |
| 2/9/2026 | Harbour Investments Inc. | 19,271 | $178K | 0.0% | +25.1% | 0.000% | |
| 2/6/2026 | HighTower Advisors LLC | 55,672 | $513K | 0.0% | -8.5% | 0.000% | |
| 2/5/2026 | Blue Water Asset Management | 11,017 | $102K | 0.0% | N/A | 0.000% | |
| 2/3/2026 | International Assets Investment Management LLC | 158,318 | $1.46M | 0.1% | -1.5% | 0.000% | |
| 2/3/2026 | Indivisible Partners | 69,232 | $638K | 0.1% | N/A | 0.000% | |
| 2/2/2026 | Wolverine Asset Management LLC | 259,302 | $2.39M | 0.0% | +685.2% | 0.000% | |
| 2/2/2026 | Truist Financial Corp | 21,712 | $200K | 0.0% | -11.3% | 0.000% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 50,260 | $463K | 0.0% | +9.2% | 0.000% | |
| 1/29/2026 | D.A. Davidson & CO. | 82,831 | $764K | 0.0% | +8.4% | 0.000% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 26,032 | $240K | 0.0% | -6.0% | 0.000% | |
| 1/29/2026 | UBS Group AG | 478,291 | $4.41M | 0.0% | -7.4% | 0.000% | |
| 1/29/2026 | Calamos Advisors LLC | 118,103 | $1.09M | 0.0% | +85.9% | 0.000% | |
| 1/28/2026 | Barrett & Company Inc. | 6,600 | $62K | 0.0% | +193.3% | 0.000% | |
| 1/28/2026 | Joseph P. Lucia & Associates LLC | 52,790 | $487K | 0.2% | -5.5% | 0.000% | |
| 1/28/2026 | PMG Family Office LLC | 68,958 | $636K | 0.7% | -9.6% | 0.000% | |
| 1/26/2026 | Shaker Financial Services LLC | 237,332 | $2.19M | 0.7% | -23.9% | 0.000% | |
| 1/26/2026 | CWM LLC | 4,950 | $46K | 0.0% | N/A | 0.000% | |
| 1/26/2026 | Roman Butler Fullerton & Co. | 212,904 | $1.97M | 0.5% | +6.8% | 0.000% | |
| 1/22/2026 | City Holding Co. | 4,500 | $41K | 0.0% | -25.0% | 0.000% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 39,429 | $364K | 0.0% | -9.3% | 0.000% | |
| 1/20/2026 | Cohen Klingenstein LLC | 114,690 | $1.06M | 0.0% | -21.4% | 0.000% | |
| 1/16/2026 | Genesis Financial Group LLC | 43,381 | $400K | 0.2% | N/A | 0.000% | |
| 1/15/2026 | RiverTree Advisors LLC | 412,596 | $3.80M | 2.4% | -2.5% | 0.000% | |
| 1/14/2026 | Tiller Private Wealth Inc. | 50,600 | $467K | 0.2% | -8.6% | 0.000% | |
| 1/13/2026 | CoreCap Advisors LLC | 8,150 | $75K | 0.0% | +608.7% | 0.000% | |
| 1/12/2026 | David J Yvars Group | 30,413 | $280K | 0.1% | +26.5% | 0.000% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 85,981 | $802K | 0.0% | +10.4% | 0.000% | |
| 1/8/2026 | Integrated Capital Management Inc. | 46,097 | $425K | 0.3% | +27.4% | 0.000% | |
| 1/7/2026 | Sagespring Wealth Partners LLC | 14,255 | $131K | 0.0% | +30.7% | 0.000% | |
| 1/5/2026 | Park Avenue Securities LLC | 200,347 | $1.85M | 0.0% | +21.2% | 0.000% | |
| 12/22/2025 | PMG Family Office LLC | 76,276 | $690K | 0.8% | N/A | 0.000% | |
| 11/21/2025 | CIBC Bancorp USA Inc. | 11,506 | $104K | 0.0% | N/A | 0.000% | |
| 11/18/2025 | Advisory Services Network LLC | 8,335 | $75K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | NewEdge Advisors LLC | 69,237 | $627K | 0.0% | +2.1% | 0.000% | |
| 11/17/2025 | Susquehanna International Group LLP | 10,633 | $96K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | Lido Advisors LLC | 50,000 | $452K | 0.0% | -33.2% | 0.000% | |
| 11/17/2025 | Bank of America Corp DE | 2,294,849 | $20.77M | 0.0% | +0.3% | 0.000% | |
| 11/17/2025 | 1607 Capital Partners LLC | 401,034 | $3.63M | 0.3% | -13.4% | 0.000% | |
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| 11/17/2025 | Ameriprise Financial Inc. | 466,251 | $4.23M | 0.0% | +0.4% | 0.000% | |
| 11/14/2025 | Creative Planning | 31,839 | $290K | 0.0% | -9.8% | 0.000% | |
| 11/14/2025 | Raymond James Financial Inc. | 1,525,133 | $13.80M | 0.0% | -1.3% | 0.000% | |
| 11/14/2025 | WCG Wealth Advisors LLC | 70,177 | $635K | 0.0% | +6.7% | 0.000% | |
| 11/13/2025 | Pathstone Holdings LLC | 895,841 | $8.11M | 0.0% | -24.9% | 0.000% | |
| 11/13/2025 | Invesco Ltd. | 1,663,673 | $15.06M | 0.0% | +6.1% | 0.000% | |
| 11/13/2025 | UBS Group AG | 516,716 | $4.68M | 0.0% | -7.2% | 0.000% | |
| 11/13/2025 | Franklin Resources Inc. | 256,341 | $2.32M | 0.0% | -2.1% | 0.000% | |
| 11/13/2025 | Certified Advisory Corp | 22,498 | $204K | 0.0% | -30.9% | 0.000% | |
| 11/13/2025 | CreativeOne Wealth LLC | 39,983 | $362K | 0.0% | -14.0% | 0.000% | |