| 6/3/2026 | NewEdge Advisors LLC | 19,117 | $300K | 0.0% | -4.7% | 0.000% | |
| 5/20/2026 | Norris Financial Group LLC | 20,600 | $323K | 0.1% | N/A | 0.000% | |
| 5/19/2026 | NewEdge Advisors LLC | 17,323 | $272K | 0.0% | -13.6% | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 77,966 | $1.22M | 0.0% | -25.9% | 0.000% | |
| 5/18/2026 | Readystate Asset Management LP | 12,951 | $203K | 0.0% | N/A | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 254,181 | $3.99M | 0.0% | +1.1% | 0.000% | |
| 5/13/2026 | Cetera Investment Advisers | 46,039 | $722K | 0.0% | +2.7% | 0.000% | |
| 4/30/2026 | Kestra Advisory Services LLC | 87,939 | $1.38M | 0.0% | +2.3% | 0.000% | |
| 4/30/2026 | Quantum Portfolio Management LLC | 56,992,288 | $894.21M | 9.5% | N/A | 0.000% | |
| 4/24/2026 | TSP Capital Management Group LLC | 201,710 | $3.17M | 0.8% | +55.9% | 0.000% | |
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| 4/17/2026 | Everstar Asset Management LLC | 11,620 | $182K | 0.1% | -14.1% | 0.000% | |
| 2/19/2026 | Invesco Ltd. | 183,259 | $2.97M | 0.0% | -17.8% | 0.000% | |
| 2/19/2026 | Birchwood Financial Partners Inc. | 4,494 | $73K | 0.1% | N/A | 0.000% | |
| 2/18/2026 | NewEdge Advisors LLC | 20,060 | $325K | 0.0% | -3.8% | 0.000% | |
| 2/17/2026 | Guggenheim Capital LLC | 211,737 | $3.43M | 0.0% | +35.5% | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 44,812 | $726K | 0.0% | +16.2% | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 45,877 | $743K | 0.0% | +2.5% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 251,358 | $4.07M | 0.0% | -1.1% | 0.000% | |
| 2/16/2026 | Mariner LLC | 56,132 | $909K | 0.0% | +6.8% | 0.000% | |
| 2/16/2026 | Arax Advisory Partners | 2,265 | $37K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Kestra Advisory Services LLC | 85,928 | $1.39M | 0.0% | -11.8% | 0.000% | |
| 2/13/2026 | Stifel Financial Corp | 10,927 | $177K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 27,049 | $438K | 0.0% | -15.9% | 0.000% | |
| 2/13/2026 | Cohen & Steers Inc. | 140,564 | $2.28M | 0.0% | -3.2% | 0.000% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 267,872 | $4.34M | 0.0% | -3.4% | 0.000% | |
| 2/12/2026 | Advisory Resource Group | 103,195 | $1.67M | 0.3% | -0.6% | 0.000% | |
| 2/12/2026 | SAM Advisors LLC | 32,032 | $519K | 0.2% | -3.0% | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 188,028 | $3.04M | 0.0% | +0.4% | 0.000% | |
| 2/11/2026 | Fiera Capital Corp | 103,315 | $1.67M | 0.0% | +18.3% | 0.000% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 136,169 | $2.21M | 0.0% | +13.8% | 0.000% | |
| 2/6/2026 | HighTower Advisors LLC | 29,371 | $476K | 0.0% | -16.4% | 0.000% | |
| 2/5/2026 | Everstar Asset Management LLC | 13,520 | $219K | 0.1% | -6.9% | 0.000% | |
| 2/5/2026 | Allworth Financial LP | 4,283 | $69K | 0.0% | -31.6% | 0.000% | |
| 1/29/2026 | UBS Group AG | 638,679 | $10.34M | 0.0% | +1.8% | 0.000% | |
| 1/23/2026 | Smallwood Wealth Investment Management LLC | 2,039 | $33K | 0.0% | -32.5% | 0.000% | |
| 1/21/2026 | TSP Capital Management Group LLC | 129,360 | $2.09M | 0.5% | -1.5% | 0.000% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 27,565 | $446K | 0.0% | +6.6% | 0.000% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 25,712 | $418K | 0.0% | +34.5% | 0.000% | |
| 1/7/2026 | Harbor Investment Advisory LLC | 3,675 | $59K | 0.0% | -29.0% | 0.000% | |
| 12/2/2025 | Allworth Financial LP | 6,260 | $109K | 0.0% | +47.7% | 0.000% | |
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| 11/17/2025 | NewEdge Advisors LLC | 20,851 | $362K | 0.0% | +3.7% | 0.000% | |
| 11/17/2025 | Mariner LLC | 52,542 | $912K | 0.0% | +28.7% | 0.000% | |
| 11/17/2025 | Bank of America Corp DE | 100,188 | $1.74M | 0.0% | -3.2% | 0.000% | |
| 11/14/2025 | Raymond James Financial Inc. | 121,657 | $2.11M | 0.0% | +3.0% | 0.000% | |
| 11/14/2025 | Arlington Capital Management Inc. | 12,594 | $219K | 0.1% | N/A | 0.000% | |
| 11/13/2025 | Invesco Ltd. | 222,924 | $3.87M | 0.0% | +13.7% | 0.000% | |
| 11/13/2025 | UBS Group AG | 627,467 | $10.89M | 0.0% | +5.1% | 0.000% | |
| 11/13/2025 | Private Advisor Group LLC | 15,440 | $268K | 0.0% | +4.4% | 0.000% | |
| 11/12/2025 | Huntington National Bank | 2,028 | $35K | 0.0% | N/A | 0.000% | |
| 11/7/2025 | Fiera Capital Corp | 87,336 | $1.52M | 0.0% | +14.7% | 0.000% | |
| 11/5/2025 | J.W. Cole Advisors Inc. | 119,660 | $2.08M | 0.0% | +23.5% | 0.000% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 32,339 | $561K | 0.0% | +3.2% | 0.000% | |
| 11/3/2025 | KPP Advisory Services LLC | 23,460 | $407K | 0.1% | +74.3% | 0.000% | |
| 10/30/2025 | SAM Advisors LLC | 33,017 | $573K | 0.2% | +13.3% | 0.000% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 19,121 | $335K | 0.0% | -25.2% | 0.000% | |
| 10/22/2025 | TSP Capital Management Group LLC | 131,360 | $2.28M | 0.6% | +1.7% | 0.000% | |
| 10/20/2025 | Mallini Complete Financial Planning LLC | 17,669 | $307K | 0.2% | +4.1% | 0.000% | |
| 10/16/2025 | Halbert Hargrove Global Advisors LLC | 13,248 | $230K | 0.0% | +71.6% | 0.000% | |
| 9/4/2025 | Osaic Holdings Inc. | 44,486 | $711K | 0.0% | +3.6% | 0.000% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 12,730 | $204K | 0.0% | N/A | 0.000% | |
| 8/15/2025 | Bank of America Corp DE | 103,539 | $1.66M | 0.0% | +4.8% | 0.000% | |
| 8/14/2025 | Raymond James Financial Inc. | 118,100 | $1.89M | 0.0% | +3.8% | 0.000% | |
| 8/13/2025 | Guggenheim Capital LLC | 179,389 | $2.87M | 0.0% | -30.3% | 0.000% | |
| 8/13/2025 | Invesco Ltd. | 195,985 | $3.13M | 0.0% | +4.1% | 0.000% | |
| 8/13/2025 | Everstar Asset Management LLC | 14,520 | $232K | 0.1% | -10.5% | 0.000% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 96,866 | $1.55M | 0.0% | +37.8% | 0.000% | |
| 8/8/2025 | Cetera Investment Advisers | 25,258 | $404K | 0.0% | -23.8% | 0.000% | |
| 8/8/2025 | Advisory Resource Group | 104,417 | $1.67M | 0.3% | -1.5% | 0.000% | |
| 8/8/2025 | Fiera Capital Corp | 76,128 | $1.22M | 0.0% | -1.0% | 0.000% | |
| 8/7/2025 | Allworth Financial LP | 4,237 | $68K | 0.0% | +181.9% | 0.000% | |
| 8/4/2025 | Wolverine Asset Management LLC | 10,742 | $172K | 0.0% | N/A | 0.000% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 31,341 | $501K | 0.0% | +6.1% | 0.000% | |
| 7/30/2025 | KPP Advisory Services LLC | 13,460 | $215K | 0.0% | N/A | 0.000% | |
| 7/29/2025 | SAM Advisors LLC | 29,152 | $466K | 0.2% | +9.2% | 0.000% | |
| 7/23/2025 | KPP Advisory Services LLC | 13,460 | $215K | 0.1% | N/A | 0.000% | |
| 7/15/2025 | Fifth Third Bancorp | 4,308 | $69K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 25,565 | $415K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Everstar Asset Management LLC | 4,985 | $83K | 0.0% | -75.7% | 0.000% | |
| 5/15/2025 | Royal Bank of Canada | 567,767 | $9.42M | 0.0% | +0.3% | 0.000% | |
| 5/14/2025 | Kestra Advisory Services LLC | 108,071 | $1.79M | 0.0% | +9.0% | 0.000% | |
| 5/13/2025 | HighTower Advisors LLC | 25,862 | $429K | 0.0% | -39.5% | 0.000% | |
| 5/12/2025 | Invesco Ltd. | 188,186 | $3.12M | 0.0% | -2.6% | 0.000% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,600 | $226K | 0.0% | -23.2% | 0.000% | |
| 5/7/2025 | LPL Financial LLC | 183,128 | $3.04M | 0.0% | +7.5% | 0.000% | |
| 5/7/2025 | SAM Advisors LLC | 26,696 | $443K | 0.2% | +6.2% | 0.000% | |
| 5/6/2025 | Cetera Investment Advisers | 33,147 | $550K | 0.0% | +2.4% | 0.000% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 70,295 | $1.17M | 0.0% | N/A | 0.000% | |
| 5/5/2025 | Private Advisor Group LLC | 14,762 | $245K | 0.0% | -11.7% | 0.000% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 26,135 | $434K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Smallwood Wealth Investment Management LLC | 3,211 | $53K | 0.0% | N/A | 0.000% | |
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| 4/24/2025 | Mallini Complete Financial Planning LLC | 16,382 | $272K | 0.3% | -9.5% | 0.000% | |
| 4/17/2025 | Sowell Financial Services LLC | 10,900 | $181K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 26,300 | $436K | 0.0% | N/A | 0.000% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,800 | $30K | 0.0% | N/A | 0.000% | |
| 4/9/2025 | Selway Asset Management | 27,425 | $455K | 0.2% | +52.5% | 0.000% | |
| 4/9/2025 | Merit Financial Group LLC | 11,218 | $186K | 0.0% | +6.7% | 0.000% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 16,809 | $282K | 0.0% | +4.5% | 0.000% | |
| 2/24/2025 | Ameriflex Group Inc. | 2,677 | $46K | 0.0% | N/A | 0.000% | |
| 2/17/2025 | Cetera Investment Advisers | 32,382 | $539K | 0.0% | +12.2% | 0.000% | |
| 2/13/2025 | NewEdge Advisors LLC | 21,005 | $349K | 0.0% | -6.1% | 0.000% | |