| 10/5/2026 | Eastern Bank | 852 | $46K | 0.0% | N/A | 0.000% | |
| 9/9/2026 | NewEdge Advisors LLC | 20,495 | $1.10M | 0.0% | +682.6% | 0.000% | |
| 8/26/2026 | HighTower Advisors LLC | 4,745 | $256K | 0.0% | N/A | 0.000% | |
| 8/23/2026 | Readystate Asset Management LP | 5,520 | $297K | 0.0% | N/A | 0.000% | |
| 8/22/2026 | Advisory Solutions Group LLC | 160,919 | $8.67M | 2.9% | N/A | 0.000% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 10,976 | $591K | 0.0% | +30.1% | 0.000% | |
| 8/20/2026 | Benjamin Edwards Inc. | 17,602 | $948K | 0.0% | +1.7% | 0.000% | |
| 8/20/2026 | Northwestern Mutual Wealth Management Co. | 13,291 | $716K | 0.0% | +12.7% | 0.000% | |
| 8/19/2026 | Kingsview Wealth Management LLC | 29,153 | $1.57M | 0.0% | N/A | 0.000% | |
| 8/17/2026 | Bank of America Corp DE | 113,493 | $6.11M | 0.0% | N/A | 0.000% | |
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| 8/12/2026 | Northwestern Mutual Wealth Management Co. | 13,291 | $716K | 0.0% | N/A | 0.000% | |
| 8/11/2026 | Allworth Financial LP | 8,743 | $471K | 0.0% | N/A | 0.000% | |
| 8/10/2026 | Diversify Advisory Services LLC | 4,420 | $210K | 0.0% | N/A | 0.000% | |
| 8/7/2026 | Perigon Wealth Management LLC | 5,170 | $279K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | Allied Private Wealth LLC | 598 | $30K | 0.0% | N/A | 0.000% | |
| 7/8/2026 | Attessa Capital LLC | 5,374 | $289K | 0.1% | N/A | 0.000% | |
| 7/7/2026 | David J Yvars Group | 12,254 | $660K | 0.3% | -34.1% | 0.000% | |
| 5/19/2026 | Western Wealth Management LLC | 1,497 | $57K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 166,575 | $6.32M | 0.0% | +51.1% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 93,975 | $3.57M | 0.0% | -25.1% | 0.000% | |
| 5/13/2026 | Cetera Investment Advisers | 37,806 | $1.43M | 0.0% | +11.6% | 0.000% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 4,126 | $156K | 0.0% | +77.0% | 0.000% | |
| 5/6/2026 | Aviance Capital Partners LLC | 44,424 | $1.69M | 0.2% | +0.5% | 0.000% | |
| 5/2/2026 | International Assets Investment Management LLC | 29,254 | $1.14M | 0.0% | +1.5% | 0.000% | |
| 5/2/2026 | Diversify Wealth Management LLC | 4,420 | $168K | 0.0% | N/A | 0.000% | |
| 5/1/2026 | Fifth Third Bancorp | 1,243 | $47K | 0.0% | N/A | 0.000% | |
| 4/30/2026 | Kestra Advisory Services LLC | 17,382 | $659K | 0.0% | -2.8% | 0.000% | |
| 4/27/2026 | World Investment Advisors | 23,466 | $890K | 0.0% | +60.1% | 0.000% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 306,516 | $11.63M | 0.0% | +0.8% | 0.000% | |
| 4/21/2026 | Laurel Oak Wealth Management LLC | 21,649 | $821K | 0.1% | -9.5% | 0.000% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 9,396 | $356K | 0.0% | N/A | 0.000% | |
| 3/9/2026 | Corient Private Wealth LLC | 12,437 | $458K | 0.0% | N/A | 0.000% | |
| 2/19/2026 | Invesco Ltd. | 207,923 | $7.65M | 0.0% | -1.9% | 0.000% | |
| 2/19/2026 | Corient Private Wealth LLC | 12,437 | $458K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | NewEdge Advisors LLC | 2,681 | $99K | 0.0% | -69.0% | 0.000% | |
| 2/18/2026 | XTX Topco Ltd | 5,722 | $211K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Readystate Asset Management LP | 55,954 | $2.06M | 0.1% | +68.7% | 0.000% | |
| 2/18/2026 | IHT Wealth Management LLC | 23,120 | $851K | 0.0% | +5.8% | 0.000% | |
| 2/18/2026 | 1607 Capital Partners LLC | 23,955 | $881K | 0.1% | N/A | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 33,876 | $1.25M | 0.0% | +41.7% | 0.000% | |
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| 2/17/2026 | Osaic Holdings Inc. | 27,798 | $1.02M | 0.0% | +1.8% | 0.000% | |
| 2/17/2026 | &PARTNERS | 12,111 | $446K | 0.0% | +8.4% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 125,551 | $4.62M | 0.0% | -54.3% | 0.000% | |
| 2/16/2026 | Landscape Capital Management L.L.C. | 8,098 | $298K | 0.0% | +36.5% | 0.000% | |
| 2/13/2026 | Thomas J. Herzfeld Advisors Inc. | 5,834 | $215K | 0.1% | +74.4% | 0.000% | |
| 2/13/2026 | Mosaic Family Wealth Partners LLC | 7,247 | $267K | 0.0% | +22.4% | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 407,490 | $14.99M | 0.0% | -0.7% | 0.000% | |
| 2/12/2026 | Laurel Oak Wealth Management LLC | 23,912 | $880K | 0.1% | N/A | 0.000% | |
| 2/12/2026 | Jane Street Group LLC | 7,632 | $281K | 0.0% | N/A | 0.000% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 11,952 | $440K | 0.0% | -13.8% | 0.000% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 303,947 | $11.18M | 0.0% | +3.0% | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 184,392 | $6.78M | 0.0% | +5.7% | 0.000% | |
| 2/11/2026 | Parallel Advisors LLC | 12,782 | $470K | 0.0% | +9.1% | 0.000% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 29,771 | $1.10M | 0.0% | +1.4% | 0.000% | |
| 2/9/2026 | Harbour Investments Inc. | 4,377 | $161K | 0.0% | +604.8% | 0.000% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 2,331 | $86K | 0.0% | N/A | 0.000% | |
| 2/6/2026 | Aviance Capital Partners LLC | 44,224 | $1.63M | 0.2% | +2.9% | 0.000% | |
| 2/4/2026 | Meridian Wealth Management LLC | 17,734 | $652K | 0.0% | +3.6% | 0.000% | |
| 2/3/2026 | International Assets Investment Management LLC | 28,814 | $1.06M | 0.1% | -4.0% | 0.000% | |
| 2/2/2026 | Wolverine Asset Management LLC | 75,588 | $2.78M | 0.0% | +41.2% | 0.000% | |
| 2/2/2026 | Benjamin Edwards Inc. | 17,214 | $633K | 0.0% | +4.5% | 0.000% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 10,947 | $403K | 0.0% | +8.1% | 0.000% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 10,154 | $374K | 0.0% | +5.2% | 0.000% | |
| 1/29/2026 | NBC Securities Inc. | 6,650 | $245K | 0.0% | +43.5% | 0.000% | |
| 1/28/2026 | PMG Family Office LLC | 76,592 | $2.82M | 3.3% | +1.7% | 0.000% | |
| 1/20/2026 | SteelPeak Wealth LLC | 8,136 | $299K | 0.0% | +4.1% | 0.000% | |
| 1/12/2026 | David J Yvars Group | 17,800 | $655K | 0.3% | +28.1% | 0.000% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 9,624 | $370K | 0.0% | +15.9% | 0.000% | |
| 12/22/2025 | PMG Family Office LLC | 75,281 | $2.66M | 3.0% | N/A | 0.000% | |
| 11/17/2025 | NewEdge Advisors LLC | 8,644 | $305K | 0.0% | +251.5% | 0.000% | |
| 11/17/2025 | Ameriprise Financial Inc. | 42,268 | $1.49M | 0.0% | +0.8% | 0.000% | |
| 11/14/2025 | Raymond James Financial Inc. | 65,124 | $2.30M | 0.0% | +13.8% | 0.000% | |
| 11/13/2025 | Landscape Capital Management L.L.C. | 5,933 | $210K | 0.0% | N/A | 0.000% | |
| 11/13/2025 | Invesco Ltd. | 211,868 | $7.48M | 0.0% | +26.0% | 0.000% | |
| 11/13/2025 | UBS Group AG | 32,368 | $1.14M | 0.0% | -21.3% | 0.000% | |
| 11/13/2025 | Parallel Advisors LLC | 11,715 | $414K | 0.0% | +6.7% | 0.000% | |
| 11/12/2025 | Consolidated Portfolio Review Corp | 19,398 | $685K | 0.1% | -3.8% | 0.000% | |
| 11/12/2025 | Mosaic Family Wealth Partners LLC | 5,922 | $207K | 0.0% | N/A | 0.000% | |
| 11/7/2025 | Cornerstone Advisors LLC | 151,597 | $5.35M | 0.2% | +91.1% | 0.000% | |
| 11/7/2025 | Readystate Asset Management LP | 33,162 | $1.17M | 0.0% | N/A | 0.000% | |
| 11/6/2025 | Oppenheimer & Co. Inc. | 10,127 | $358K | 0.0% | N/A | 0.000% | |
| 11/4/2025 | Meridian Wealth Management LLC | 17,124 | $605K | 0.0% | -1.7% | 0.000% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 8,305 | $300K | 0.0% | +7.2% | 0.000% | |
| 10/28/2025 | Wolverine Asset Management LLC | 53,541 | $1.89M | 0.0% | N/A | 0.000% | |
| 10/27/2025 | David J Yvars Group | 13,895 | $491K | 0.3% | +11.5% | 0.000% | |
| 10/23/2025 | Benjamin Edwards Inc. | 16,475 | $582K | 0.0% | N/A | 0.000% | |
| 10/22/2025 | Shaker Financial Services LLC | 80,622 | $2.85M | 1.0% | +520.7% | 0.000% | |
| 10/22/2025 | CoreCap Advisors LLC | 2,442 | $86K | 0.0% | -22.5% | 0.000% | |
| 10/15/2025 | World Investment Advisors | 14,761 | $521K | 0.0% | +118.4% | 0.000% | |
| 9/4/2025 | Osaic Holdings Inc. | 27,612 | $840K | 0.0% | -5.7% | 0.000% | |
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| 8/15/2025 | IHT Wealth Management LLC | 21,686 | $659K | 0.0% | +22.1% | 0.000% | |
| 8/15/2025 | Balyasny Asset Management L.P. | 15,204 | $462K | 0.0% | N/A | 0.000% | |
| 8/15/2025 | Bank of America Corp DE | 104,129 | $3.17M | 0.0% | +23.5% | 0.000% | |
| 8/15/2025 | Ameriprise Financial Inc. | 41,929 | $1.28M | 0.0% | -11.6% | 0.000% | |
| 8/14/2025 | Jane Street Group LLC | 6,854 | $208K | 0.0% | N/A | 0.000% | |
| 8/14/2025 | Raymond James Financial Inc. | 57,227 | $1.74M | 0.0% | +20.4% | 0.000% | |
| 8/14/2025 | NewEdge Advisors LLC | 2,459 | $75K | 0.0% | -61.6% | 0.000% | |
| 8/13/2025 | Invesco Ltd. | 168,133 | $5.11M | 0.0% | -8.7% | 0.000% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 6,776 | $206K | 0.0% | +4.9% | 0.000% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 29,367 | $893K | 0.0% | +4.3% | 0.000% | |