| 5/29/2026 | Asset Dedication LLC | 31,784 | $2.11M | 0.1% | +0.6% | 1.550% | |
| 5/19/2026 | Bank of America Corp DE | 36,919 | $2.45M | 0.0% | -4.5% | 1.801% | |
| 5/18/2026 | Royal Bank of Canada | 2,950 | $196K | 0.0% | +13.2% | 0.144% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 5,364 | $356K | 0.0% | N/A | 0.262% | |
| 5/13/2026 | Cetera Investment Advisers | 26,305 | $1.75M | 0.0% | -22.1% | 1.283% | |
| 5/5/2026 | Bank of New York Mellon Corp | 37,144 | $2.46M | 0.0% | +31.6% | 1.812% | |
| 5/1/2026 | Fifth Third Bancorp | 1,356 | $90K | 0.0% | N/A | 0.066% | |
| 4/17/2026 | Stonebridge Wealth Management LLC | 91,036 | $6.04M | 5.8% | +3.7% | 4.441% | |
| 2/17/2026 | Cetera Investment Advisers | 33,764 | $2.08M | 0.0% | -14.0% | 1.647% | |
| 2/12/2026 | Jane Street Group LLC | 6,045 | $372K | 0.0% | +45.6% | 0.295% | |
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| 2/12/2026 | Hudock Inc. | 64,678 | $3.98M | 0.6% | -2.6% | 3.155% | |
| 2/11/2026 | LPL Financial LLC | 119,856 | $7.38M | 0.0% | -2.8% | 5.847% | |
| 2/3/2026 | SBI Securities Co. Ltd. | 2,853 | $176K | 0.0% | +7.8% | 0.139% | |
| 1/30/2026 | Joseph Group Capital Management | 224,750 | $13.84M | 3.6% | +1.4% | 10.963% | |
| 1/29/2026 | UBS Group AG | 33,441 | $2.06M | 0.0% | -0.7% | 1.631% | |
| 1/7/2026 | Stonebridge Wealth Management LLC | 87,788 | $5.41M | 5.2% | -3.6% | 4.282% | |
| 11/20/2025 | Asset Dedication LLC | 31,606 | $1.90M | 0.1% | -1.1% | 1.542% | |
| 11/17/2025 | Susquehanna International Group LLP | 46,051 | $2.77M | 0.0% | +15.0% | 2.246% | |
| 11/17/2025 | Flow Traders U.S. LLC | 34,934 | $2.10M | 0.1% | +17.4% | 1.704% | |
| 11/17/2025 | Bank of America Corp DE | 43,613 | $2.62M | 0.0% | -18.4% | 2.127% | |
| 11/17/2025 | Ameriprise Financial Inc. | 40,598 | $2.44M | 0.0% | -3.9% | 1.980% | |
| 11/14/2025 | Raymond James Financial Inc. | 72,354 | $4.35M | 0.0% | +2.0% | 3.529% | |
| 11/12/2025 | Creekmur Asset Management LLC | 5,566 | $335K | 0.1% | +9.1% | 0.272% | |
| 10/31/2025 | WealthShield Partners LLC | 1,063 | $64K | 0.0% | +36.1% | 0.052% | |
| 10/24/2025 | Hudock Inc. | 66,408 | $3.99M | 0.6% | -1.7% | 3.239% | |
| 10/23/2025 | Joseph Group Capital Management | 221,652 | $13.33M | 3.8% | +1.3% | 10.812% | |
| 10/17/2025 | Stonebridge Wealth Management LLC | 91,082 | $5.48M | 5.0% | -2.5% | 4.443% | |
| 10/14/2025 | Farther Finance Advisors LLC | 2,375 | $143K | 0.0% | N/A | 0.116% | |
| 8/27/2025 | Stonebridge Wealth Management LLC | 93,400 | $5.33M | 5.1% | N/A | 4.556% | |
| 8/19/2025 | Asset Dedication LLC | 31,957 | $1.83M | 0.1% | +1.8% | 1.559% | |
| 8/15/2025 | Bank of America Corp DE | 53,479 | $3.05M | 0.0% | -20.5% | 2.609% | |
| 8/15/2025 | Ameriprise Financial Inc. | 42,267 | $2.41M | 0.0% | -17.9% | 2.062% | |
| 8/14/2025 | Jane Street Group LLC | 10,783 | $616K | 0.0% | -2.4% | 0.526% | |
| 8/14/2025 | Raymond James Financial Inc. | 70,951 | $4.05M | 0.0% | +1.5% | 3.461% | |
| 8/14/2025 | Vertex Planning Partners LLC | 5,069 | $290K | 0.1% | -7.1% | 0.247% | |
| 8/13/2025 | Flow Traders U.S. LLC | 29,751 | $1.70M | 0.1% | +27.9% | 1.451% | |
| 8/12/2025 | Global Retirement Partners LLC | 11,414 | $652K | 0.0% | N/A | 0.557% | |
| 8/8/2025 | Cetera Investment Advisers | 55,286 | $3.16M | 0.0% | -15.5% | 2.697% | |
| 8/7/2025 | Joseph Group Capital Management | 218,905 | $12.50M | 4.1% | +0.9% | 10.678% | |
| 8/5/2025 | Huntington National Bank | 786 | $45K | 0.0% | N/A | 0.038% | |
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| 8/4/2025 | Creekmur Asset Management LLC | 5,104 | $292K | 0.1% | -10.8% | 0.249% | |
| 8/4/2025 | IFG Advisory LLC | 4,092 | $234K | 0.0% | N/A | 0.200% | |
| 5/19/2025 | Jane Street Group LLC | 11,045 | $620K | 0.0% | +136.2% | 0.526% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,743 | $154K | 0.0% | -56.6% | 0.131% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 766 | $43K | 0.0% | N/A | 0.036% | |
| 5/14/2025 | Kestra Advisory Services LLC | 16,257 | $912K | 0.0% | +73.0% | 0.774% | |
| 5/14/2025 | Flow Traders U.S. LLC | 23,264 | $1.31M | 0.1% | N/A | 1.108% | |
| 5/13/2025 | Raymond James Financial Inc. | 69,869 | $3.92M | 0.0% | -37.9% | 3.327% | |
| 5/7/2025 | LPL Financial LLC | 124,535 | $6.99M | 0.0% | +17.3% | 5.930% | |
| 5/6/2025 | Cetera Investment Advisers | 65,440 | $3.67M | 0.0% | +17.3% | 3.116% | |
| 5/2/2025 | Hudock Inc. | 67,692 | $3.80M | 0.7% | +0.8% | 3.223% | |
| 5/1/2025 | Asset Dedication LLC | 31,401 | $1.76M | 0.1% | +0.9% | 1.495% | |
| 4/30/2025 | Joseph Group Capital Management | 216,989 | $12.18M | 4.7% | +0.7% | 10.333% | |
| 4/30/2025 | Stratos Investment Management LLC | 9,010 | $506K | 0.0% | +16.1% | 0.429% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 6,983 | $392K | 0.0% | N/A | 0.333% | |
| 4/29/2025 | Bank of New York Mellon Corp | 7,943 | $446K | 0.0% | -84.9% | 0.378% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 5,917 | $332K | 0.0% | +4.0% | 0.282% | |
| 2/17/2025 | Cetera Investment Advisers | 55,776 | $2.92M | 0.0% | +27.4% | 2.721% | |
| 2/17/2025 | Bank of America Corp DE | 121,734 | $6.37M | 0.0% | +8.1% | 5.938% | |
| 2/17/2025 | Ameriprise Financial Inc. | 58,226 | $3.05M | 0.0% | +21.3% | 2.840% | |
| 2/14/2025 | Jane Street Group LLC | 4,677 | $245K | 0.0% | -88.3% | 0.228% | |
| 2/14/2025 | Susquehanna International Group LLP | 40,316 | $2.11M | 0.0% | -13.6% | 1.967% | |
| 2/13/2025 | Raymond James Financial Inc. | 112,548 | $5.89M | 0.0% | N/A | 5.490% | |
| 2/13/2025 | Wells Fargo & Company MN | 10,638 | $557K | 0.0% | +4.3% | 0.519% | |
| 2/12/2025 | Joseph Group Capital Management | 215,422 | $11.27M | 4.4% | -1.4% | 10.508% | |
| 2/11/2025 | LPL Financial LLC | 106,197 | $5.56M | 0.0% | +7.0% | 5.180% | |
| 2/6/2025 | Raymond James Financial Inc. | 112,548 | $5.89M | 0.0% | N/A | 5.490% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 2,287 | $120K | 0.0% | N/A | 0.112% | |
| 2/6/2025 | Jones Financial Companies Lllp | 6,319 | $331K | 0.0% | +44.2% | 0.308% | |
| 2/4/2025 | Bank of New York Mellon Corp | 52,502 | $2.75M | 0.0% | N/A | 2.561% | |
| 1/31/2025 | Key Financial Inc | 2,509 | $131K | 0.0% | +222.1% | 0.122% | |
| 1/29/2025 | Hudock Inc. | 67,126 | $3.51M | 0.6% | -0.3% | 3.274% | |
| 1/27/2025 | Stratos Investment Management LLC | 7,758 | $406K | 0.0% | +22.7% | 0.378% | |
| 1/23/2025 | Asset Dedication LLC | 31,127 | $1.63M | 0.1% | +1.8% | 1.518% | |
| 11/25/2024 | Sanctuary Advisors LLC | 3,769 | $208K | 0.0% | N/A | 0.184% | |
| 11/15/2024 | Jane Street Group LLC | 40,087 | $2.20M | 0.0% | +182.2% | 1.955% | |
| 11/14/2024 | Flow Traders U.S. LLC | 7,884 | $432K | 0.0% | N/A | 0.385% | |
| 11/7/2024 | Joseph Group Capital Management | 218,462 | $11.98M | 4.6% | +2.9% | 10.657% | |
| 10/25/2024 | Creekmur Asset Management LLC | 5,577 | $306K | 0.1% | +13.3% | 0.272% | |
| 10/23/2024 | Hudock Inc. | 67,315 | $3.69M | 0.6% | +5.9% | 3.284% | |
| 10/18/2024 | Stratos Investment Management LLC | 6,324 | $347K | 0.0% | +5.0% | 0.308% | |
| 10/16/2024 | Asset Dedication LLC | 30,569 | $1.68M | 0.1% | +4.9% | 1.491% | |
| 8/22/2024 | Cetera Investment Advisers | 29,896 | $1.50M | 0.0% | +28.6% | 1.458% | |
| 8/3/2024 | Hudock Inc. | 63,566 | $3.18M | 0.6% | -0.5% | 3.101% | |
| 7/30/2024 | Key Financial Inc | 716 | $36K | 0.0% | +40.7% | 0.035% | |
| 5/24/2024 | Cetera Advisors LLC | 20,391 | $1.04M | 0.0% | N/A | 0.995% | |
| 5/17/2024 | Creekmur Asset Management LLC | 3,626 | $184K | 0.1% | N/A | 0.177% | |
| 5/16/2024 | Jane Street Group LLC | 128,342 | $6.53M | 0.0% | +66.3% | 6.261% | |
| 5/2/2024 | Hudock Inc. | 63,894 | $3.25M | 0.7% | +0.6% | 2.972% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 89,684 | $4.56M | 0.0% | +1.3% | 4.171% | |
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| 2/13/2024 | Joseph Group Capital Management | 303,155 | $14.80M | 8.6% | +3.9% | 12.374% | |
| 2/1/2024 | CWM LLC | 7,529 | $367K | 0.0% | N/A | 0.307% | |
| 1/24/2024 | Stratos Investment Management LLC | 4,557 | $222K | 0.0% | N/A | 0.186% | |
| 1/22/2024 | Hudock Inc. | 63,502 | $3.10M | 0.7% | +1.0% | 2.592% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 88,533 | $4.32M | 0.0% | +3.7% | 3.614% | |
| 1/16/2024 | Raymond James & Associates | 15,661 | $764K | 0.0% | -7.1% | 0.639% | |
| 11/13/2023 | Joseph Group Capital Management | 291,883 | $13.23M | 9.5% | +4.5% | 11.914% | |
| 11/13/2023 | LPL Financial LLC | 204,634 | $9.28M | 0.0% | +2.4% | 8.352% | |
| 11/13/2023 | Kestra Advisory Services LLC | 40,417 | $1.83M | 0.0% | N/A | 1.650% | |
| 11/9/2023 | UBS Group AG | 54,044 | $2.45M | 0.0% | +0.6% | 2.206% | |