| 6/18/2026 | Western Wealth Management LLC | 6,960 | $142K | 0.0% | N/A | 0.000% | |
| 6/3/2026 | Parallel Advisors LLC | 2,000 | $41K | 0.0% | N/A | 0.000% | |
| 6/3/2026 | NewEdge Advisors LLC | 28,008 | $573K | 0.0% | +7.1% | 0.000% | |
| 5/26/2026 | Axiom Investment Management LLC | 6,074 | $124K | 0.1% | N/A | 0.000% | |
| 5/19/2026 | Western Wealth Management LLC | 6,960 | $142K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 1,134,517 | $23.21M | 0.0% | -5.8% | 0.000% | |
| 5/18/2026 | Sunbelt Securities Inc. | 69,019 | $1.41M | 0.1% | -21.0% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 366,367 | $7.50M | 0.0% | +4.5% | 0.000% | |
| 5/13/2026 | Cetera Investment Advisers | 113,944 | $2.33M | 0.0% | -33.4% | 0.000% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 14,129 | $289K | 0.0% | +65.0% | 0.000% | |
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| 5/7/2026 | Parallel Advisors LLC | 2,000 | $41K | 0.0% | N/A | 0.000% | |
| 5/4/2026 | Calamos Advisors LLC | 41,448 | $848K | 0.0% | +13.5% | 0.000% | |
| 5/1/2026 | Fifth Third Bancorp | 5,701 | $117K | 0.0% | +321.7% | 0.000% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 84,705 | $1.80M | 0.5% | +1.3% | 0.000% | |
| 4/30/2026 | Kestra Advisory Services LLC | 66,383 | $1.36M | 0.0% | +14.9% | 0.000% | |
| 4/27/2026 | Private Advisor Group LLC | 49,668 | $1.02M | 0.0% | -0.9% | 0.000% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 19,724 | $404K | 0.0% | -4.5% | 0.000% | |
| 4/21/2026 | Wealth Effects LLC | 11,135 | $228K | 0.1% | +23.7% | 0.000% | |
| 4/17/2026 | PMG Family Office LLC | 84,291 | $1.73M | 1.9% | +7.6% | 0.000% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 119,860 | $2.81M | 0.0% | +8.9% | 0.000% | |
| 3/13/2026 | Fund Advisors of America Inc FL | 108,561 | $2.54M | 2.3% | N/A | 0.000% | |
| 3/13/2026 | World Investment Advisors | 26,873 | $629K | 0.0% | +148.1% | 0.000% | |
| 3/9/2026 | Corient Private Wealth LLC | 36,349 | $851K | 0.0% | -1.8% | 0.000% | |
| 2/20/2026 | Sunbelt Securities Inc. | 87,365 | $2.05M | 0.1% | -11.2% | 0.000% | |
| 2/19/2026 | Invesco Ltd. | 728,817 | $17.06M | 0.0% | +27.9% | 0.000% | |
| 2/19/2026 | Corient Private Wealth LLC | 36,349 | $851K | 0.0% | -1.8% | 0.000% | |
| 2/18/2026 | Ameriflex Group Inc. | 3,550 | $83K | 0.0% | -58.2% | 0.000% | |
| 2/18/2026 | NewEdge Advisors LLC | 26,147 | $612K | 0.0% | +12.2% | 0.000% | |
| 2/18/2026 | Strong Retirement Solutions LLC | 11,322 | $265K | 0.2% | N/A | 0.000% | |
| 2/18/2026 | 1607 Capital Partners LLC | 92,033 | $2.15M | 0.1% | N/A | 0.000% | |
| 2/17/2026 | Guggenheim Capital LLC | 791,908 | $18.54M | 0.1% | +3.7% | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 171,191 | $4.01M | 0.0% | +2.6% | 0.000% | |
| 2/17/2026 | Kovack Advisors Inc. | 21,316 | $499K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 647,334 | $15.16M | 0.0% | -0.4% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 350,455 | $8.20M | 0.0% | +14.4% | 0.000% | |
| 2/16/2026 | Mariner LLC | 10,714 | $251K | 0.0% | -15.2% | 0.000% | |
| 2/16/2026 | Landscape Capital Management L.L.C. | 102,434 | $2.40M | 0.2% | N/A | 0.000% | |
| 2/13/2026 | Kestra Advisory Services LLC | 57,786 | $1.35M | 0.0% | +2.6% | 0.000% | |
| 2/13/2026 | Altus Wealth Group LLC | 11,103 | $260K | 0.1% | -13.4% | 0.000% | |
| 2/13/2026 | UMB Bank n.a. | 13,437 | $315K | 0.0% | -14.3% | 0.000% | |
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| 2/13/2026 | Stifel Financial Corp | 50,268 | $1.18M | 0.0% | -7.5% | 0.000% | |
| 2/13/2026 | Karpus Management Inc. | 2,202 | $52K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 719,341 | $16.84M | 0.0% | +5.1% | 0.000% | |
| 2/13/2026 | Cohen & Steers Inc. | 89,355 | $2.09M | 0.0% | -47.9% | 0.000% | |
| 2/13/2026 | Summit Financial LLC | 23,858 | $559K | 0.0% | -5.3% | 0.000% | |
| 2/12/2026 | Advisors Asset Management Inc. | 214,666 | $5.03M | 0.1% | -20.1% | 0.000% | |
| 2/12/2026 | Jane Street Group LLC | 14,277 | $334K | 0.0% | +18.3% | 0.000% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 378,143 | $8.85M | 0.0% | -3.3% | 0.000% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 51,103 | $1.20M | 0.0% | +2.9% | 0.000% | |
| 2/12/2026 | Burk Holdings LLC | 10,274 | $241K | 0.1% | -9.3% | 0.000% | |
| 2/12/2026 | Kovack Advisors Inc. | 21,316 | $500K | 0.0% | N/A | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 409,530 | $9.59M | 0.0% | +3.5% | 0.000% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 19,603 | $436K | 0.0% | +3.1% | 0.000% | |
| 2/9/2026 | Harbour Investments Inc. | 5,844 | $137K | 0.0% | +34.6% | 0.000% | |
| 2/9/2026 | Global Assets Advisory LLC | 66,312 | $1.55M | 0.4% | -1.9% | 0.000% | |
| 2/9/2026 | Jefferies Financial Group Inc. | 19,065 | $446K | 0.0% | +36.7% | 0.000% | |
| 2/6/2026 | Larson Financial Group LLC | 137,463 | $3.22M | 0.1% | -1.8% | 0.000% | |
| 2/5/2026 | Intrua Financial LLC | 8,944 | $209K | 0.0% | N/A | 0.000% | |
| 2/5/2026 | Chancellor Financial Group WB LP | 34,445 | $806K | 0.5% | +2.0% | 0.000% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 21,367 | $500K | 0.0% | -17.4% | 0.000% | |
| 2/4/2026 | World Investment Advisors | 26,873 | $629K | 0.0% | +148.1% | 0.000% | |
| 2/3/2026 | Costello Asset Management INC | 14,056 | $329K | 0.1% | -19.7% | 0.000% | |
| 2/3/2026 | Indivisible Partners | 67,803 | $1.59M | 0.2% | N/A | 0.000% | |
| 2/2/2026 | Wolverine Asset Management LLC | 162,779 | $3.81M | 0.0% | +299.4% | 0.000% | |
| 2/2/2026 | Truist Financial Corp | 27,550 | $645K | 0.0% | +11.4% | 0.000% | |
| 2/2/2026 | Chung Wu Investment Group LLC | 158,610 | $3.71M | 3.0% | -1.3% | 0.000% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 44,279 | $1.04M | 0.0% | +5.1% | 0.000% | |
| 1/29/2026 | Comerica Bank | 5,618 | $132K | 0.0% | -37.4% | 0.000% | |
| 1/29/2026 | UBS Group AG | 440,194 | $10.31M | 0.0% | +20.3% | 0.000% | |
| 1/29/2026 | Calamos Advisors LLC | 36,513 | $855K | 0.0% | N/A | 0.000% | |
| 1/29/2026 | NBC Securities Inc. | 23,000 | $538K | 0.0% | -8.8% | 0.000% | |
| 1/28/2026 | PMG Family Office LLC | 78,365 | $1.84M | 2.1% | +1.0% | 0.000% | |
| 1/26/2026 | Shaker Financial Services LLC | 184,985 | $4.33M | 1.4% | +73.6% | 0.000% | |
| 1/26/2026 | Discipline Wealth Solutions LLC | 13,391 | $313K | 0.1% | +23.1% | 0.000% | |
| 1/26/2026 | CWM LLC | 19,253 | $451K | 0.0% | +10.4% | 0.000% | |
| 1/26/2026 | Roman Butler Fullerton & Co. | 83,620 | $1.88M | 0.5% | +5.2% | 0.000% | |
| 1/23/2026 | Farther Finance Advisors LLC | 2,515 | $59K | 0.0% | +1,415.1% | 0.000% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 42,632 | $998K | 0.0% | +1.7% | 0.000% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 11,322 | $265K | 0.0% | +9.7% | 0.000% | |
| 1/12/2026 | Traynor Capital Management Inc. | 9,292 | $218K | 0.0% | -14.0% | 0.000% | |
| 1/7/2026 | Harbor Investment Advisory LLC | 3,800 | $89K | 0.0% | N/A | 0.000% | |
| 1/6/2026 | JBR Co Financial Management Inc | 136,906 | $3.21M | 1.3% | -1.1% | 0.000% | |
| 1/5/2026 | Commons Capital LLC | 12,470 | $292K | 0.2% | -6.0% | 0.000% | |
| 1/5/2026 | City Center Advisors LLC | 22,852 | $535K | 0.5% | +13.3% | 0.000% | |
| 12/22/2025 | PMG Family Office LLC | 77,615 | $1.86M | 2.1% | N/A | 0.000% | |
| 11/19/2025 | Sunbelt Securities Inc. | 98,376 | $2.35M | 0.2% | -8.2% | 0.000% | |
| 11/17/2025 | NewEdge Advisors LLC | 23,302 | $558K | 0.0% | +17.8% | 0.000% | |
| 11/17/2025 | Mariner LLC | 12,640 | $302K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | Larson Financial Group LLC | 139,970 | $3.35M | 0.1% | +3.9% | 0.000% | |
| 11/17/2025 | Elevation Point Wealth Partners LLC | 9,078 | $217K | 0.0% | +2,626.1% | 0.000% | |
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| 11/17/2025 | Bank of America Corp DE | 1,211,880 | $29M | 0.0% | -12.1% | 0.000% | |
| 11/17/2025 | Ameriprise Financial Inc. | 115,492 | $2.76M | 0.0% | +1.9% | 0.000% | |
| 11/14/2025 | Creative Planning | 22,930 | $549K | 0.0% | +21.7% | 0.000% | |
| 11/14/2025 | Raymond James Financial Inc. | 670,344 | $16.04M | 0.0% | +2.9% | 0.000% | |
| 11/14/2025 | WCG Wealth Advisors LLC | 10,100 | $242K | 0.0% | -44.2% | 0.000% | |
| 11/13/2025 | Invesco Ltd. | 569,706 | $13.63M | 0.0% | +1.2% | 0.000% | |
| 11/13/2025 | UBS Group AG | 366,033 | $8.76M | 0.0% | +13.6% | 0.000% | |
| 11/13/2025 | Private Advisor Group LLC | 49,090 | $1.18M | 0.0% | +19.9% | 0.000% | |
| 11/13/2025 | Jefferies Financial Group Inc. | 13,950 | $334K | 0.0% | +17.4% | 0.000% | |
| 11/13/2025 | Ameriflex Group Inc. | 8,500 | $203K | 0.1% | N/A | 0.000% | |