| 5/19/2026 | Bank of America Corp DE | 23,925 | $1.98M | 0.0% | -5.5% | 1.259% | |
| 5/18/2026 | Royal Bank of Canada | 7,860 | $651K | 0.0% | -4.7% | 0.414% | |
| 5/14/2026 | RMG Wealth Management LLC | 543 | $45K | 0.0% | N/A | 0.029% | |
| 5/13/2026 | Cetera Investment Advisers | 15,577 | $1.29M | 0.0% | -5.8% | 0.820% | |
| 5/12/2026 | Phillip James Consulting Co. | 31,003 | $2.57M | 1.9% | N/A | 1.632% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 13,166 | $1.09M | 0.0% | +1.6% | 0.693% | |
| 5/5/2026 | Sanctuary Advisors LLC | 18,703 | $1.55M | 0.0% | +66.8% | 0.984% | |
| 5/5/2026 | Sigma Planning Corp | 2,799 | $232K | 0.0% | N/A | 0.147% | |
| 5/1/2026 | WealthShield Partners LLC | 32,108 | $2.66M | 0.3% | +12.8% | 1.690% | |
| 4/27/2026 | Private Advisor Group LLC | 4,725 | $391K | 0.0% | -6.6% | 0.242% | |
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| 4/21/2026 | GHP Investment Advisors Inc. | 31,490 | $2.61M | 0.1% | -1.3% | 1.615% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 23,125 | $1.86M | 0.0% | +5.7% | 1.186% | |
| 2/19/2026 | Invesco Ltd. | 5,368 | $432K | 0.0% | -8.1% | 0.275% | |
| 2/17/2026 | &PARTNERS | 2,504 | $202K | 0.0% | N/A | 0.128% | |
| 2/13/2026 | Inspire Advisors LLC | 18,934 | $1.53M | 0.1% | +3.8% | 0.971% | |
| 2/13/2026 | Wells Fargo & Company MN | 23,309 | $1.88M | 0.0% | +18.2% | 1.195% | |
| 2/12/2026 | Jane Street Group LLC | 4,901 | $395K | 0.0% | -23.1% | 0.251% | |
| 2/12/2026 | TopTier Wealth Management LLC | 2,488 | $200K | 0.1% | N/A | 0.128% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 4,116 | $332K | 0.0% | -11.9% | 0.211% | |
| 2/11/2026 | LPL Financial LLC | 5,431 | $438K | 0.0% | +17.4% | 0.279% | |
| 2/5/2026 | Mesirow Financial Investment Management Inc. | 88,661 | $7.14M | 0.1% | -13.0% | 4.547% | |
| 2/3/2026 | WealthShield Partners LLC | 28,452 | $2.29M | 0.3% | +30.3% | 1.459% | |
| 1/29/2026 | Sanctuary Advisors LLC | 11,212 | $903K | 0.0% | N/A | 0.575% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 12,953 | $1.04M | 0.0% | +4.1% | 0.664% | |
| 1/22/2026 | Elm3 Financial Group LLC | 3,445 | $278K | 0.2% | +11.0% | 0.172% | |
| 11/17/2025 | Susquehanna International Group LLP | 12,069 | $933K | 0.0% | -58.3% | 0.603% | |
| 11/17/2025 | Flow Traders U.S. LLC | 13,273 | $1.03M | 0.0% | N/A | 0.664% | |
| 11/17/2025 | Citadel Advisors LLC | 2,833 | $219K | 0.0% | N/A | 0.142% | |
| 11/17/2025 | Bank of America Corp DE | 25,310 | $1.96M | 0.0% | -1.0% | 1.266% | |
| 11/13/2025 | UBS Group AG | 16,709 | $1.29M | 0.0% | +9.6% | 0.835% | |
| 11/12/2025 | Smith Moore & CO. | 31,755 | $2.45M | 0.2% | -0.4% | 1.588% | |
| 11/12/2025 | Mesirow Financial Investment Management Inc. | 101,857 | $7.87M | 0.1% | +0.6% | 5.093% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 455 | $35K | 0.0% | +828.6% | 0.023% | |
| 11/5/2025 | Signature Estate & Investment Advisors LLC | 3,810 | $294K | 0.0% | +6.8% | 0.191% | |
| 10/31/2025 | WealthShield Partners LLC | 21,838 | $1.69M | 0.2% | +257.8% | 1.092% | |
| 10/31/2025 | GHP Investment Advisors Inc. | 32,012 | $2.47M | 0.1% | -2.5% | 1.601% | |
| 10/29/2025 | Inspire Advisors LLC | 18,240 | $1.41M | 0.1% | +14.0% | 0.912% | |
| 10/23/2025 | Park Avenue Securities LLC | 6,713 | $519K | 0.0% | -2.4% | 0.336% | |
| 10/21/2025 | Elm3 Financial Group LLC | 3,104 | $240K | 0.2% | N/A | 0.155% | |
| 10/14/2025 | Farther Finance Advisors LLC | 1,720 | $133K | 0.0% | -8.1% | 0.086% | |
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| 8/15/2025 | Bank of America Corp DE | 25,565 | $1.93M | 0.0% | -0.8% | 1.247% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,414 | $107K | 0.0% | N/A | 0.069% | |
| 8/13/2025 | Invesco Ltd. | 6,171 | $465K | 0.0% | -8.3% | 0.301% | |
| 8/11/2025 | Inspire Advisors LLC | 16,004 | $1.21M | 0.1% | N/A | 0.781% | |
| 8/8/2025 | Cetera Investment Advisers | 16,187 | $1.22M | 0.0% | +3.8% | 0.790% | |
| 8/8/2025 | WealthShield Partners LLC | 6,104 | $460K | 0.1% | +64.8% | 0.298% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 4,035 | $304K | 0.0% | +9.7% | 0.197% | |
| 8/5/2025 | GHP Investment Advisors Inc. | 32,827 | $2.47M | 0.1% | -0.6% | 1.601% | |
| 8/4/2025 | Mesirow Financial Investment Management Inc. | 101,287 | $7.63M | 0.1% | -49.3% | 4.941% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 10,216 | $769K | 0.0% | +31.5% | 0.498% | |
| 7/24/2025 | IFP Advisors Inc | 1,123 | $85K | 0.0% | N/A | 0.055% | |
| 7/24/2025 | True Link Financial Advisors LLC | 7,845 | $591K | 0.0% | -11.3% | 0.383% | |
| 7/22/2025 | Wealthcare Capital Partners LLC | 2,678 | $202K | 0.1% | N/A | 0.131% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 587 | $44K | 0.0% | -32.3% | 0.029% | |
| 7/14/2025 | Park Avenue Securities LLC | 6,875 | $518K | 0.0% | +80.5% | 0.335% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 12,445 | $824K | 0.0% | +2.7% | 0.622% | |
| 5/19/2025 | Jane Street Group LLC | 5,905 | $391K | 0.0% | -24.0% | 0.295% | |
| 5/15/2025 | Royal Bank of Canada | 9,976 | $661K | 0.0% | -4.1% | 0.499% | |
| 5/14/2025 | Flow Traders U.S. LLC | 78,102 | $5.17M | 0.2% | N/A | 3.905% | |
| 5/12/2025 | Invesco Ltd. | 6,730 | $445K | 0.0% | -3.0% | 0.337% | |
| 5/9/2025 | WealthShield Partners LLC | 3,704 | $245K | 0.0% | +8.7% | 0.185% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 199,804 | $13.23M | 0.3% | +102.3% | 9.990% | |
| 5/6/2025 | Cetera Investment Advisers | 15,599 | $1.03M | 0.0% | +3.9% | 0.780% | |
| 5/2/2025 | Apollon Wealth Management LLC | 3,450 | $228K | 0.0% | -10.6% | 0.173% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 7,770 | $514K | 0.0% | -56.9% | 0.389% | |
| 4/29/2025 | Bank of New York Mellon Corp | 7,801 | $516K | 0.0% | N/A | 0.390% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 33,030 | $2.19M | 0.1% | -1.7% | 1.611% | |
| 4/21/2025 | True Link Financial Advisors LLC | 8,845 | $585K | 0.0% | N/A | 0.431% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,871 | $124K | 0.0% | N/A | 0.091% | |
| 4/14/2025 | Park Avenue Securities LLC | 3,809 | $252K | 0.0% | -13.2% | 0.186% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 3,869 | $235K | 0.0% | N/A | 0.189% | |
| 2/17/2025 | Cetera Investment Advisers | 15,016 | $912K | 0.0% | +5.2% | 0.698% | |
| 2/17/2025 | Bank of America Corp DE | 35,746 | $2.17M | 0.0% | +10.6% | 1.663% | |
| 2/14/2025 | Jane Street Group LLC | 7,771 | $472K | 0.0% | -51.4% | 0.361% | |
| 2/14/2025 | Susquehanna International Group LLP | 45,834 | $2.78M | 0.0% | -11.9% | 2.132% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 17,701 | $1.08M | 0.0% | +7.6% | 0.823% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 18,041 | $1.10M | 0.0% | +493.1% | 0.839% | |
| 2/13/2025 | Wells Fargo & Company MN | 24,969 | $1.52M | 0.0% | -3.2% | 1.161% | |
| 2/13/2025 | Smith Moore & CO. | 31,879 | $1.94M | 0.2% | -1.0% | 1.483% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 7,156 | $435K | 0.0% | -31.5% | 0.333% | |
| 2/7/2025 | Mesirow Financial Investment Management Inc. | 98,762 | $6.00M | 0.1% | -50.6% | 4.594% | |
| 2/6/2025 | One Capital Management LLC | 11,717 | $712K | 0.0% | -8.0% | 0.545% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,325 | $80K | 0.0% | +231.3% | 0.062% | |
| 2/4/2025 | WealthShield Partners LLC | 3,408 | $207K | 0.0% | -19.2% | 0.159% | |
| 1/27/2025 | GHP Investment Advisors Inc. | 33,601 | $2.04M | 0.1% | -2.8% | 1.563% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 12,115 | $736K | 0.0% | +5.4% | 0.563% | |
| 1/14/2025 | Park Avenue Securities LLC | 4,390 | $267K | 0.0% | N/A | 0.204% | |
| 11/15/2024 | Jane Street Group LLC | 15,994 | $1.06M | 0.0% | +38.3% | 0.744% | |
| 11/15/2024 | Stifel Financial Corp | 3,548 | $235K | 0.0% | -44.0% | 0.165% | |
| 11/14/2024 | Flow Traders U.S. LLC | 40,616 | $2.70M | 0.1% | +38.0% | 1.889% | |
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| 11/14/2024 | Rockefeller Capital Management L.P. | 16,444 | $1.09M | 0.0% | +3.2% | 0.765% | |
| 11/13/2024 | FMR LLC | 1,501 | $100K | 0.0% | +150,000.0% | 0.070% | |
| 11/12/2024 | Cahill Financial Advisors Inc. | 3,080 | $204K | 0.0% | N/A | 0.143% | |
| 11/2/2024 | Mesirow Financial Investment Management Inc. | 200,104 | $13.28M | 0.3% | +98.8% | 9.307% | |
| 10/24/2024 | GHP Investment Advisors Inc. | 34,563 | $2.29M | 0.1% | -15.9% | 1.608% | |
| 8/9/2024 | One Capital Management LLC | 12,923 | $783K | 0.0% | -1.3% | 0.601% | |
| 8/9/2024 | Mesirow Financial Investment Management Inc. | 100,641 | $6.10M | 0.1% | +0.7% | 4.681% | |
| 8/8/2024 | GHP Investment Advisors Inc. | 41,093 | $2.49M | 0.1% | -17.8% | 1.911% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 3,439 | $208K | 0.0% | N/A | 0.160% | |
| 5/24/2024 | Cetera Advisors LLC | 12,811 | $806K | 0.0% | -4.7% | 0.596% | |
