| 7/1/2026 | Noble Wealth Management PBC | 10,825 | $73K | 0.0% | +49.2% | 0.000% | |
| 6/3/2026 | NewEdge Advisors LLC | 38,100 | $229K | 0.0% | -53.9% | 0.000% | |
| 5/19/2026 | NewEdge Advisors LLC | 38,100 | $229K | 0.0% | -53.9% | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 210,555 | $1.27M | 0.0% | -17.4% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 10,259 | $62K | 0.0% | -20.3% | 0.000% | |
| 5/14/2026 | Compound Planning Inc. | 109,127 | $656K | 0.0% | +6.4% | 0.000% | |
| 5/13/2026 | Cetera Investment Advisers | 244,294 | $1.47M | 0.0% | +3.4% | 0.000% | |
| 5/7/2026 | Pacific Wealth Strategies Group Inc. | 16,000 | $96K | 0.1% | N/A | 0.000% | |
| 5/5/2026 | Nwam LLC | 26,005 | $156K | 0.0% | +42.3% | 0.000% | |
| 5/1/2026 | Kaizen Financial Strategies | 174,506 | $1.16M | 0.5% | +1.8% | 0.000% | |
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| 5/1/2026 | Fifth Third Bancorp | 5,386 | $32K | 0.0% | N/A | 0.000% | |
| 4/30/2026 | Waterfront Wealth Inc. | 13,838 | $83K | 0.0% | -13.3% | 0.000% | |
| 4/30/2026 | Mason & Associates Inc | 83,986 | $496K | 0.1% | N/A | 0.000% | |
| 4/28/2026 | Rareview Capital LLC | 551,585 | $3.31M | 1.9% | +9.6% | 0.000% | |
| 4/27/2026 | Private Advisor Group LLC | 105,743 | $636K | 0.0% | -26.9% | 0.000% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 228,071 | $1.37M | 0.0% | +457.1% | 0.000% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 37,129 | $239K | 0.0% | +2,590.5% | 0.000% | |
| 2/19/2026 | Compound Planning Inc. | 102,601 | $662K | 0.0% | N/A | 0.000% | |
| 2/19/2026 | Invesco Ltd. | 857,285 | $5.53M | 0.0% | +2.7% | 0.000% | |
| 2/18/2026 | NewEdge Advisors LLC | 82,700 | $533K | 0.0% | -3.7% | 0.000% | |
| 2/17/2026 | Guggenheim Capital LLC | 213,160 | $1.38M | 0.0% | +20.7% | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 236,358 | $1.53M | 0.0% | +15.5% | 0.000% | |
| 2/16/2026 | Mariner LLC | 10,155 | $66K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Invictus Private Wealth LLC | 110,932 | $716K | 0.0% | +2.2% | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 136,180 | $878K | 0.0% | -6.9% | 0.000% | |
| 2/12/2026 | Jane Street Group LLC | 60,713 | $392K | 0.0% | -18.8% | 0.000% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 40,938 | $264K | 0.0% | +4.3% | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 557,610 | $3.60M | 0.0% | +8.5% | 0.000% | |
| 2/6/2026 | Ignite Planners LLC | 11,070 | $75K | 0.0% | -16.8% | 0.000% | |
| 2/6/2026 | Global Retirement Partners LLC | 9,938 | $64K | 0.0% | N/A | 0.000% | |
| 2/6/2026 | Csenge Advisory Group | 11,497 | $74K | 0.0% | N/A | 0.000% | |
| 2/6/2026 | HighTower Advisors LLC | 508,431 | $3.28M | 0.0% | -0.4% | 0.000% | |
| 2/4/2026 | Nwam LLC | 18,279 | $121K | 0.0% | N/A | 0.000% | |
| 2/2/2026 | Mutual Advisors LLC | 264,560 | $1.71M | 0.0% | -16.1% | 0.000% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 181,442 | $1.17M | 0.0% | +1.5% | 0.000% | |
| 1/30/2026 | New Harbor Financial Group LLC | 14,027 | $90K | 0.0% | -53.2% | 0.000% | |
| 1/30/2026 | Pekin Hardy Strauss Inc. | 412,810 | $2.66M | 0.2% | +4.0% | 0.000% | |
| 1/29/2026 | Rareview Capital LLC | 503,071 | $3.02M | 1.9% | +9.6% | 0.000% | |
| 1/29/2026 | Kercheville Advisors LLC | 63,172 | $420K | 0.1% | +4.0% | 0.000% | |
| 1/27/2026 | Evergreen Capital Management LLC | 3,079,241 | $19.86M | 0.4% | +0.9% | 0.000% | |
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| 1/27/2026 | Mills Wealth Advisors LLC | 214,944 | $1.39M | 0.5% | -3.5% | 0.000% | |
| 1/27/2026 | Waterfront Wealth Inc. | 15,966 | $106K | 0.0% | -8.7% | 0.000% | |
| 1/26/2026 | Shaker Financial Services LLC | 179,677 | $1.16M | 0.4% | +17.9% | 0.000% | |
| 1/23/2026 | Farther Finance Advisors LLC | 16,150 | $104K | 0.0% | +69.1% | 0.000% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 260,405 | $1.68M | 0.1% | +3.3% | 0.000% | |
| 1/21/2026 | Kaizen Financial Strategies | 171,380 | $1.11M | 0.5% | +4.8% | 0.000% | |
| 1/20/2026 | Savvy Advisors Inc. | 100,151 | $646K | 0.0% | -7.7% | 0.000% | |
| 1/15/2026 | Uncommon Cents Investing LLC | 205,260 | $1.32M | 0.3% | +8.8% | 0.000% | |
| 1/12/2026 | Sax Wealth Advisors LLC | 67,552 | $436K | 0.0% | N/A | 0.000% | |
| 1/12/2026 | Uhlmann Price Securities LLC | 28,516 | $184K | 0.1% | +6.9% | 0.000% | |
| 1/8/2026 | Gridiron Partners LLC | 36,570 | $236K | 0.1% | -99.7% | 0.000% | |
| 1/7/2026 | Harbour Capital Advisors LLC | 48,759 | $318K | 0.1% | -8.5% | 0.000% | |
| 11/18/2025 | Advisory Services Network LLC | 8,046 | $50K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | Citadel Advisors LLC | 14,302 | $89K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | Bank of America Corp DE | 264,744 | $1.64M | 0.0% | -12.0% | 0.000% | |
| 11/14/2025 | Raymond James Financial Inc. | 212,437 | $1.32M | 0.0% | +74.1% | 0.000% | |
| 11/13/2025 | Pathstone Holdings LLC | 297,029 | $1.84M | 0.0% | -7.3% | 0.000% | |
| 11/13/2025 | SeaCrest Wealth Management LLC | 36,840 | $232K | 0.0% | +8.3% | 0.000% | |
| 11/13/2025 | Invesco Ltd. | 834,660 | $5.18M | 0.0% | -5.1% | 0.000% | |
| 11/12/2025 | US Bancorp DE | 176,492 | $1.09M | 0.0% | +1,375.6% | 0.000% | |
| 11/10/2025 | Invictus Private Wealth LLC | 108,535 | $673K | 0.0% | -5.0% | 0.000% | |
| 11/10/2025 | OneDigital Investment Advisors LLC | 43,773 | $271K | 0.0% | -13.7% | 0.000% | |
| 11/10/2025 | Pekin Hardy Strauss Inc. | 397,060 | $2.46M | 0.2% | +58.0% | 0.000% | |
| 11/7/2025 | Readystate Asset Management LP | 58,241 | $361K | 0.0% | N/A | 0.000% | |
| 11/7/2025 | New Harbor Financial Group LLC | 30,000 | $186K | 0.0% | -50.0% | 0.000% | |
| 11/6/2025 | Savvy Advisors Inc. | 108,517 | $673K | 0.0% | -5.2% | 0.000% | |
| 11/6/2025 | Oppenheimer & Co. Inc. | 178,691 | $1.11M | 0.0% | +4.8% | 0.000% | |
| 11/6/2025 | Waterfront Wealth Inc. | 17,479 | $109K | 0.0% | -93.8% | 0.000% | |
| 11/5/2025 | Flagship Harbor Advisors LLC | 252,072 | $1.56M | 0.1% | +5.9% | 0.000% | |
| 11/4/2025 | Atlantic Union Bankshares Corp | 13,500 | $84K | 0.0% | N/A | 0.000% | |
| 11/4/2025 | Mutual Advisors LLC | 315,400 | $1.96M | 0.0% | -5.1% | 0.000% | |
| 10/28/2025 | Evergreen Capital Management LLC | 3,053,135 | $18.93M | 0.4% | -11.5% | 0.000% | |
| 10/28/2025 | Wolverine Asset Management LLC | 19,138 | $119K | 0.0% | N/A | 0.000% | |
| 10/24/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,423 | $71K | 0.0% | N/A | 0.000% | |
| 10/22/2025 | Shaker Financial Services LLC | 152,347 | $945K | 0.3% | -26.5% | 0.000% | |
| 10/22/2025 | CoreCap Advisors LLC | 8,895 | $55K | 0.0% | -25.2% | 0.000% | |
| 10/22/2025 | Kercheville Advisors LLC | 60,770 | $377K | 0.1% | +5.6% | 0.000% | |
| 10/16/2025 | Uncommon Cents Investing LLC | 188,695 | $1.17M | 0.3% | +22.8% | 0.000% | |
| 10/14/2025 | Gridiron Partners LLC | 12,817,897 | $79.47M | 6.0% | +34,950.3% | 0.000% | |
| 10/14/2025 | Farther Finance Advisors LLC | 9,550 | $59K | 0.0% | N/A | 0.000% | |
| 10/10/2025 | Mills Wealth Advisors LLC | 222,703 | $1.38M | 0.6% | -1.4% | 0.000% | |
| 10/9/2025 | Harbour Capital Advisors LLC | 53,284 | $332K | 0.1% | -11.5% | 0.000% | |
| 9/4/2025 | Osaic Holdings Inc. | 241,818 | $1.45M | 0.0% | +7.5% | 0.000% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 40,184 | $241K | 0.0% | N/A | 0.000% | |
| 8/16/2025 | Evergreen Capital Management LLC | 3,449,530 | $20.70M | 0.6% | -6.5% | 0.000% | |
| 8/15/2025 | Bank of America Corp DE | 300,869 | $1.81M | 0.0% | -7.3% | 0.000% | |
| 8/14/2025 | Raymond James Financial Inc. | 122,007 | $732K | 0.0% | +8.3% | 0.000% | |
| 8/14/2025 | NewEdge Advisors LLC | 87,200 | $523K | 0.0% | -7.7% | 0.000% | |
| 8/13/2025 | Guggenheim Capital LLC | 144,912 | $869K | 0.0% | -36.3% | 0.000% | |
| 8/13/2025 | Invesco Ltd. | 879,198 | $5.28M | 0.0% | +1.8% | 0.000% | |
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| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 5,860 | $35K | 0.0% | +95.3% | 0.000% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 12,120 | $73K | 0.0% | N/A | 0.000% | |
| 8/12/2025 | Advisors Asset Management Inc. | 433,791 | $2.60M | 0.0% | -1.3% | 0.000% | |
| 8/12/2025 | XTX Topco Ltd | 21,684 | $130K | 0.0% | N/A | 0.000% | |
| 8/12/2025 | Jaffetilchin Investment Partners LLC | 149,735 | $898K | 0.1% | N/A | 0.000% | |
| 8/8/2025 | Cetera Investment Advisers | 181,098 | $1.09M | 0.0% | +6.2% | 0.000% | |
| 8/8/2025 | Kaizen Financial Strategies | 163,840 | $983K | 0.5% | +42.2% | 0.000% | |
| 8/6/2025 | Pekin Hardy Strauss Inc. | 251,260 | $1.51M | 0.2% | +1,799.9% | 0.000% | |
| 8/5/2025 | Rareview Capital LLC | 384,161 | $2.31M | 1.5% | -9.3% | 0.000% | |
| 8/5/2025 | Shaker Financial Services LLC | 207,185 | $1.24M | 0.4% | N/A | 0.000% | |