| 7/9/2026 | Focus Financial Network Inc. | 14,776 | $215K | 0.0% | +18.1% | 0.000% | |
| 6/18/2026 | Western Wealth Management LLC | 32,208 | $459K | 0.0% | N/A | 0.000% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 62,232 | $886K | 0.0% | -2.1% | 0.000% | |
| 6/3/2026 | NewEdge Advisors LLC | 17,600 | $251K | 0.0% | -8.8% | 0.000% | |
| 5/19/2026 | Western Wealth Management LLC | 32,208 | $459K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | NewEdge Advisors LLC | 17,600 | $251K | 0.0% | -8.8% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 164,919 | $2.35M | 0.0% | +2.1% | 0.000% | |
| 5/13/2026 | Cetera Investment Advisers | 166,660 | $2.37M | 0.0% | -1.5% | 0.000% | |
| 5/1/2026 | Fifth Third Bancorp | 6,473 | $92K | 0.0% | N/A | 0.000% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 22,174 | $316K | 0.0% | +9.8% | 0.000% | |
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| 4/17/2026 | Arkfeld Wealth Strategies L.L.C. | 25,464 | $368K | 0.1% | +3.4% | 0.000% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 7,937 | $114K | 0.0% | -25.8% | 0.000% | |
| 2/19/2026 | Invesco Ltd. | 223,508 | $3.22M | 0.0% | -16.7% | 0.000% | |
| 2/18/2026 | NewEdge Advisors LLC | 19,300 | $278K | 0.0% | -5.4% | 0.000% | |
| 2/18/2026 | Readystate Asset Management LP | 29,044 | $419K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Guggenheim Capital LLC | 166,776 | $2.40M | 0.0% | -3.4% | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 169,146 | $2.44M | 0.0% | -3.7% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 161,596 | $2.33M | 0.0% | +2.5% | 0.000% | |
| 2/13/2026 | Kestra Advisory Services LLC | 6,372 | $92K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 40,739 | $587K | 0.0% | -17.7% | 0.000% | |
| 2/13/2026 | Cohen & Steers Inc. | 29,447 | $424K | 0.0% | -14.5% | 0.000% | |
| 2/12/2026 | Jane Street Group LLC | 14,887 | $215K | 0.0% | N/A | 0.000% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 48,337 | $697K | 0.0% | +9.3% | 0.000% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 20,187 | $291K | 0.0% | +13.5% | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 296,324 | $4.27M | 0.0% | +0.7% | 0.000% | |
| 2/11/2026 | Fiera Capital Corp | 115,546 | $1.67M | 0.0% | +18.1% | 0.000% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 60,647 | $874K | 0.0% | +10.5% | 0.000% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 2,071 | $30K | 0.0% | +2,816.9% | 0.000% | |
| 2/6/2026 | HighTower Advisors LLC | 22,666 | $327K | 0.0% | +6.7% | 0.000% | |
| 1/30/2026 | Activest Wealth Management | 60,353 | $870K | 0.2% | -15.1% | 0.000% | |
| 1/29/2026 | UBS Group AG | 1,173,288 | $16.91M | 0.0% | +2.8% | 0.000% | |
| 1/21/2026 | Sowell Financial Services LLC | 44,913 | $647K | 0.0% | -3.1% | 0.000% | |
| 1/15/2026 | Cherry Creek Investment Advisors Inc. | 10,000 | $144K | 0.1% | N/A | 0.000% | |
| 1/12/2026 | Focus Financial Network Inc. | 12,716 | $183K | 0.0% | +8.5% | 0.000% | |
| 11/17/2025 | Bank of America Corp DE | 147,907 | $2.28M | 0.0% | +0.6% | 0.000% | |
| 11/17/2025 | Ameriprise Financial Inc. | 142,701 | $2.20M | 0.0% | +3.6% | 0.000% | |
| 11/13/2025 | Invesco Ltd. | 268,253 | $4.14M | 0.0% | +13.7% | 0.000% | |
| 11/13/2025 | UBS Group AG | 1,141,593 | $17.63M | 0.0% | +10.8% | 0.000% | |
| 11/7/2025 | Fiera Capital Corp | 97,820 | $1.51M | 0.0% | +16.1% | 0.000% | |
| 11/7/2025 | Fifth Third Bancorp | 2,885 | $45K | 0.0% | -42.7% | 0.000% | |
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| 11/6/2025 | Stratos Wealth Partners LTD. | 10,317 | $159K | 0.0% | N/A | 0.000% | |
| 11/5/2025 | Post Resch Tallon Group Inc. | 25,407 | $392K | 0.3% | +6.4% | 0.000% | |
| 11/3/2025 | Activest Wealth Management | 71,064 | $1.10M | 0.2% | +16.8% | 0.000% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 26,580 | $415K | 0.0% | +18.0% | 0.000% | |
| 10/20/2025 | Albion Financial Group UT | 69,433 | $1.07M | 0.1% | N/A | 0.000% | |
| 9/4/2025 | Osaic Holdings Inc. | 42,264 | $603K | 0.0% | -3.8% | 0.000% | |
| 8/15/2025 | Balyasny Asset Management L.P. | 27,675 | $395K | 0.0% | N/A | 0.000% | |
| 8/15/2025 | Bank of America Corp DE | 147,009 | $2.10M | 0.0% | +6.5% | 0.000% | |
| 8/15/2025 | Ameriprise Financial Inc. | 137,708 | $1.96M | 0.0% | +9.6% | 0.000% | |
| 8/14/2025 | Raymond James Financial Inc. | 18,426 | $263K | 0.0% | -7.5% | 0.000% | |
| 8/13/2025 | Cresset Asset Management LLC | 13,220 | $189K | 0.0% | N/A | 0.000% | |
| 8/13/2025 | Guggenheim Capital LLC | 175,335 | $2.50M | 0.0% | +55.8% | 0.000% | |
| 8/13/2025 | Invesco Ltd. | 235,960 | $3.37M | 0.0% | +6.2% | 0.000% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 55,106 | $786K | 0.0% | -2.1% | 0.000% | |
| 8/8/2025 | Cetera Investment Advisers | 140,155 | $2.00M | 0.0% | +3.1% | 0.000% | |
| 8/8/2025 | Fiera Capital Corp | 84,277 | $1.20M | 0.0% | -0.9% | 0.000% | |
| 8/6/2025 | Wedbush Securities Inc. | 21,699 | $309K | 0.0% | -4.6% | 0.000% | |
| 8/5/2025 | Burney Co. | 13,040 | $186K | 0.0% | -33.4% | 0.000% | |
| 8/4/2025 | Wolverine Asset Management LLC | 4,127 | $59K | 0.0% | N/A | 0.000% | |
| 7/29/2025 | Activest Wealth Management | 60,846 | $868K | 0.2% | -11.7% | 0.000% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,618 | $52K | 0.0% | N/A | 0.000% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 19,591 | $279K | 0.0% | -7.9% | 0.000% | |
| 7/15/2025 | Fifth Third Bancorp | 5,033 | $72K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 22,530 | $326K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Focus Financial Network Inc. | 11,398 | $163K | 0.0% | +10.9% | 0.000% | |
| 5/15/2025 | Royal Bank of Canada | 51,471 | $772K | 0.0% | +11.4% | 0.000% | |
| 5/15/2025 | Activest Wealth Management | 68,920 | $1.03M | 0.3% | -21.4% | 0.000% | |
| 5/13/2025 | HighTower Advisors LLC | 23,686 | $355K | 0.0% | -20.6% | 0.000% | |
| 5/12/2025 | Invesco Ltd. | 222,250 | $3.33M | 0.0% | -2.2% | 0.000% | |
| 5/7/2025 | LPL Financial LLC | 252,703 | $3.79M | 0.0% | +18.8% | 0.000% | |
| 5/6/2025 | Cetera Investment Advisers | 135,961 | $2.04M | 0.0% | -0.5% | 0.000% | |
| 5/6/2025 | Wedbush Securities Inc. | 22,738 | $341K | 0.0% | -6.1% | 0.000% | |
| 5/6/2025 | Readystate Asset Management LP | 10,439 | $157K | 0.0% | -74.4% | 0.000% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 56,307 | $845K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Private Trust Co. NA | 2,000 | $30K | 0.0% | -42.9% | 0.000% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 21,260 | $319K | 0.0% | -10.9% | 0.000% | |
| 4/15/2025 | Focus Financial Network Inc. | 10,282 | $154K | 0.0% | N/A | 0.000% | |
| 4/8/2025 | Rothschild Investment LLC | 121,900 | $1.83M | 0.1% | -18.8% | 0.000% | |
| 2/18/2025 | Western Wealth Management LLC | 33,270 | $500K | 0.2% | -15.7% | 0.000% | |
| 2/17/2025 | Cetera Investment Advisers | 136,659 | $2.05M | 0.0% | +18.8% | 0.000% | |
| 2/17/2025 | Bank of America Corp DE | 88,942 | $1.34M | 0.0% | +17.2% | 0.000% | |
| 2/17/2025 | Ameriprise Financial Inc. | 286,157 | $4.30M | 0.0% | -5.8% | 0.000% | |
| 2/13/2025 | Guggenheim Capital LLC | 21,652 | $325K | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Walleye Capital LLC | 18,116 | $272K | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Mariner LLC | 14,869 | $223K | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Philadelphia Trust Co. | 41,900 | $630K | 0.0% | -12.5% | 0.000% | |
| 2/13/2025 | Raymond James Financial Inc. | 20,679 | $311K | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Invesco Ltd. | 227,301 | $3.42M | 0.0% | +10.8% | 0.000% | |
| 2/13/2025 | Wedbush Securities Inc. | 24,210 | $364K | 0.0% | +6.3% | 0.000% | |
| 2/13/2025 | Wells Fargo & Company MN | 22,044 | $331K | 0.0% | -16.4% | 0.000% | |
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| 2/11/2025 | LPL Financial LLC | 212,722 | $3.20M | 0.0% | +112.0% | 0.000% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 45,610 | $686K | 0.0% | -32.2% | 0.000% | |
| 2/7/2025 | Sowell Financial Services LLC | 46,435 | $698K | 0.0% | N/A | 0.000% | |
| 2/6/2025 | Raymond James Financial Inc. | 20,679 | $311K | 0.0% | N/A | 0.000% | |
| 2/4/2025 | Pine Valley Investments Ltd Liability Co | 49,357 | $742K | 0.0% | +153.9% | 0.000% | |
| 2/4/2025 | BankPlus Trust Department | 2,505 | $38K | 0.0% | N/A | 0.000% | |
| 2/4/2025 | Rothschild Investment LLC | 150,200 | $2.26M | 0.1% | -5.5% | 0.000% | |
| 2/3/2025 | Wolverine Asset Management LLC | 26,551 | $399K | 0.0% | N/A | 0.000% | |
| 1/31/2025 | Global Retirement Partners LLC | 42,223 | $635K | 0.0% | -57.7% | 0.000% | |
| 1/28/2025 | Activest Wealth Management | 87,673 | $1.32M | 0.4% | -22.0% | 0.000% | |