| 5/19/2026 | Bank of America Corp DE | 52,635 | $596K | 0.0% | -16.9% | 0.275% | |
| 5/18/2026 | Royal Bank of Canada | 26,514 | $300K | 0.0% | +5.0% | 0.138% | |
| 5/13/2026 | Cetera Investment Advisers | 11,327 | $128K | 0.0% | +8.8% | 0.059% | |
| 5/5/2026 | D.A. Davidson & CO. | 19,089 | $216K | 0.0% | +7.1% | 0.100% | |
| 4/27/2026 | Canal Capital Management LLC | 27,039 | $306K | 0.0% | +11.6% | 0.141% | |
| 4/27/2026 | Private Advisor Group LLC | 33,681 | $382K | 0.0% | +7.4% | 0.176% | |
| 4/25/2026 | Northwest Financial Advisors | 48,417 | $549K | 1.1% | +3.0% | 0.253% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 50,661 | $574K | 0.0% | +15.5% | 0.264% | |
| 2/18/2026 | Readystate Asset Management LP | 15,018 | $166K | 0.0% | N/A | 0.084% | |
| 2/17/2026 | Cetera Investment Advisers | 10,410 | $115K | 0.0% | N/A | 0.058% | |
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| 2/17/2026 | Royal Bank of Canada | 25,246 | $279K | 0.0% | -3.8% | 0.141% | |
| 2/16/2026 | Landscape Capital Management L.L.C. | 10,655 | $118K | 0.0% | N/A | 0.059% | |
| 2/13/2026 | Stifel Financial Corp | 102,810 | $1.14M | 0.0% | +2.5% | 0.573% | |
| 2/13/2026 | Wells Fargo & Company MN | 154,991 | $1.72M | 0.0% | -18.4% | 0.864% | |
| 2/13/2026 | Summit Financial LLC | 87,869 | $973K | 0.0% | +15.6% | 0.490% | |
| 2/12/2026 | Jane Street Group LLC | 12,354 | $137K | 0.0% | N/A | 0.069% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 14,954 | $166K | 0.0% | +11.6% | 0.083% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 43,876 | $486K | 0.0% | -2.0% | 0.245% | |
| 2/11/2026 | LPL Financial LLC | 34,725 | $384K | 0.0% | -12.6% | 0.194% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 17,919 | $198K | 0.0% | +62.8% | 0.100% | |
| 2/4/2026 | Atlantic Union Bankshares Corp | 11,300 | $125K | 0.0% | -13.9% | 0.063% | |
| 2/2/2026 | Wolverine Asset Management LLC | 41,982 | $465K | 0.0% | N/A | 0.234% | |
| 2/2/2026 | Truist Financial Corp | 130,325 | $1.44M | 0.0% | +9.6% | 0.727% | |
| 1/29/2026 | D.A. Davidson & CO. | 17,817 | $197K | 0.0% | N/A | 0.099% | |
| 1/26/2026 | Northwest Financial Advisors | 47,006 | $520K | 1.1% | +6.1% | 0.262% | |
| 1/12/2026 | DAVENPORT & Co LLC | 280,828 | $3.11M | 0.0% | +7.8% | 1.566% | |
| 1/6/2026 | Canal Capital Management LLC | 24,229 | $268K | 0.0% | +17.0% | 0.135% | |
| 11/17/2025 | Citadel Advisors LLC | 50,787 | $589K | 0.0% | -9.5% | 0.283% | |
| 11/17/2025 | Bank of America Corp DE | 63,121 | $732K | 0.0% | +11.6% | 0.352% | |
| 11/14/2025 | Raymond James Financial Inc. | 73,119 | $848K | 0.0% | -22.3% | 0.408% | |
| 11/10/2025 | Cary Street Partners Financial LLC | 11,004 | $128K | 0.0% | N/A | 0.061% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 7,068 | $82K | 0.0% | N/A | 0.039% | |
| 11/6/2025 | Northwest Financial Advisors | 44,293 | $514K | 0.7% | -3.3% | 0.247% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 99,785 | $1.16M | 0.0% | +163.8% | 0.557% | |
| 11/4/2025 | Atlantic Union Bankshares Corp | 13,121 | $152K | 0.0% | +31.2% | 0.073% | |
| 11/3/2025 | Truist Financial Corp | 118,885 | $1.38M | 0.0% | +114.6% | 0.663% | |
| 10/23/2025 | Spire Wealth Management | 12,007 | $139K | 0.0% | +20.0% | 0.067% | |
| 10/15/2025 | DAVENPORT & Co LLC | 260,566 | $3.02M | 0.0% | +8.7% | 1.453% | |
| 9/19/2025 | Canal Capital Management LLC | 15,250 | $172K | 0.0% | N/A | 0.085% | |
| 8/15/2025 | Bank of America Corp DE | 56,552 | $637K | 0.0% | -44.4% | 0.315% | |
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| 8/13/2025 | Brown Advisory Inc. | 11,049 | $124K | 0.0% | N/A | 0.062% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 7,350 | $83K | 0.0% | +351.2% | 0.041% | |
| 8/8/2025 | Fiera Capital Corp | 159,757 | $1.80M | 0.0% | -1.3% | 0.891% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 10,000 | $113K | 0.0% | N/A | 0.056% | |
| 8/4/2025 | Wolverine Asset Management LLC | 5,450 | $61K | 0.0% | N/A | 0.030% | |
| 8/4/2025 | Northwest Financial Advisors | 45,804 | $516K | 0.7% | +10.5% | 0.255% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 37,827 | $426K | 0.0% | +7.3% | 0.211% | |
| 7/22/2025 | DAVENPORT & Co LLC | 239,764 | $2.70M | 0.0% | +2.8% | 1.337% | |
| 7/18/2025 | Truist Financial Corp | 55,404 | $624K | 0.0% | +6.1% | 0.309% | |
| 5/15/2025 | Royal Bank of Canada | 32,568 | $389K | 0.0% | -2.7% | 0.182% | |
| 5/12/2025 | Virtu Financial LLC | 14,238 | $170K | 0.0% | N/A | 0.079% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 21,428 | $256K | 0.0% | -6.6% | 0.119% | |
| 5/7/2025 | Fiera Capital Corp | 161,786 | $1.93M | 0.0% | -8.9% | 0.902% | |
| 5/7/2025 | Cornerstone Advisory LLC | 15,000 | $169K | 0.0% | +50.0% | 0.084% | |
| 5/5/2025 | Private Advisor Group LLC | 28,212 | $337K | 0.0% | -11.6% | 0.157% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 35,242 | $421K | 0.0% | +214.8% | 0.197% | |
| 4/29/2025 | Burke & Herbert Bank & Trust Co. | 10,400 | $124K | 0.0% | N/A | 0.058% | |
| 4/28/2025 | DAVENPORT & Co LLC | 233,306 | $2.79M | 0.0% | +3.8% | 1.301% | |
| 4/23/2025 | Bessemer Group Inc. | 9,622 | $115K | 0.0% | N/A | 0.054% | |
| 4/23/2025 | Spire Wealth Management | 10,007 | $119K | 0.0% | +42.8% | 0.056% | |
| 4/22/2025 | XML Financial LLC | 15,350 | $183K | 0.0% | -33.1% | 0.086% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 120,264 | $1.44M | 0.0% | +32.7% | 0.671% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 45,252 | $540K | 0.0% | -2.9% | 0.252% | |
| 4/11/2025 | Northwest Financial Advisors | 41,458 | $495K | 0.4% | -17.6% | 0.231% | |
| 2/18/2025 | Elequin Capital LP | 2,564 | $32K | 0.0% | N/A | 0.014% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 16,378 | $207K | 0.0% | N/A | 0.091% | |
| 2/17/2025 | Bank of America Corp DE | 106,122 | $1.34M | 0.0% | -5.1% | 0.592% | |
| 2/14/2025 | AQR Arbitrage LLC | 19,346 | $245K | 0.0% | -61.4% | 0.108% | |
| 2/13/2025 | Raymond James Financial Inc. | 81,912 | $1.04M | 0.0% | N/A | 0.457% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 11,196 | $142K | 0.0% | -56.2% | 0.062% | |
| 2/13/2025 | Wells Fargo & Company MN | 221,615 | $2.80M | 0.0% | +17.3% | 1.236% | |
| 2/11/2025 | Sandy Spring Bank | 10,000 | $126K | 0.0% | -33.3% | 0.056% | |
| 2/6/2025 | Raymond James Financial Inc. | 81,912 | $1.04M | 0.0% | N/A | 0.457% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 9,568 | $121K | 0.0% | -34.3% | 0.053% | |
| 2/3/2025 | Private Advisor Group LLC | 31,916 | $404K | 0.0% | -9.4% | 0.178% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 22,951 | $290K | 0.0% | +10.6% | 0.128% | |
| 1/31/2025 | Truist Financial Corp | 24,611 | $311K | 0.0% | -43.8% | 0.137% | |
| 1/24/2025 | DAVENPORT & Co LLC | 224,754 | $2.84M | 0.0% | +12.1% | 1.254% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 46,594 | $589K | 0.0% | +34.9% | 0.000% | |
| 1/17/2025 | XML Financial LLC | 22,946 | $290K | 0.0% | +49.5% | 0.000% | |
| 1/16/2025 | Harbor Investment Advisory LLC | 3,413 | $43K | 0.0% | -61.1% | 0.000% | |
| 11/1/2024 | Fiera Capital Corp | 179,092 | $2.33M | 0.0% | -6.2% | 0.999% | |
| 10/22/2024 | Private Advisor Group LLC | 35,235 | $459K | 0.0% | -13.4% | 0.197% | |
| 8/21/2024 | Truist Financial Corp | 47,216 | $543K | 0.0% | -20.2% | 0.263% | |
| 8/15/2024 | Logan Stone Capital LLC | 48,878 | $562K | 0.1% | -41.6% | 0.273% | |
| 8/1/2024 | Fiera Capital Corp | 190,974 | $2.20M | 0.0% | -33.2% | 1.065% | |
| 7/31/2024 | Canal Capital Management LLC | 20,792 | $239K | 0.0% | N/A | 0.116% | |
| 7/25/2024 | Atlantic Union Bankshares Corp | 46,002 | $529K | 0.0% | N/A | 0.257% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 38,805 | $430K | 0.0% | -5.9% | 0.217% | |
| 5/1/2024 | Private Advisor Group LLC | 39,603 | $438K | 0.0% | +5.9% | 0.221% | |
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| 4/19/2024 | American National Bank & Trust Co. VA | 46,002 | $509K | 0.1% | N/A | 0.257% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 30,969 | $343K | 0.0% | N/A | 0.173% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 8,428 | $93K | 0.0% | -28.1% | 0.047% | |
| 2/13/2024 | Cornerstone Advisory LLC | 10,000 | $108K | 0.0% | -48.0% | 0.056% | |
| 2/12/2024 | RPO LLC | 33,055 | $356K | 0.5% | -22.6% | 0.184% | |
| 2/8/2024 | Robinson Capital Management LLC | 161,056 | $1.73M | 0.6% | +62.7% | 0.899% | |
| 2/8/2024 | Matisse Capital | 150,143 | $1.62M | 0.9% | N/A | 0.838% | |
| 2/8/2024 | Fiera Capital Corp | 359,533 | $3.88M | 0.0% | N/A | 2.006% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 41,250 | $445K | 0.0% | -13.0% | 0.230% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 16,878 | $182K | 0.0% | -53.2% | 0.094% | |