| 8/23/2026 | Guardian Wealth Advisors LLC NC | 18,750 | $507K | 0.0% | N/A | 0.872% | |
| 8/23/2026 | Kraematon Investment Advisors Inc. | 37,922 | $761K | 0.6% | -49.4% | 1.764% | |
| 8/23/2026 | Kraematon Investment Advisors Inc. | 37,750 | $1.02M | 0.8% | N/A | 1.756% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 63,128 | $3.35M | 0.0% | +11.1% | 2.936% | |
| 8/21/2026 | KFG Wealth Management LLC | 3,795 | $201K | 0.0% | N/A | 0.177% | |
| 8/21/2026 | KFG Wealth Management LLC | 16,807 | $378K | 0.0% | -12.2% | 0.782% | |
| 8/21/2026 | WorthPointe LLC | 24,412 | $1.30M | 0.3% | +18.3% | 1.135% | |
| 8/14/2026 | Trail Ridge Investment Advisors LLC | 5,346 | $210K | 0.1% | N/A | 0.249% | |
| 6/3/2026 | NewEdge Advisors LLC | 2,229 | $74K | 0.0% | -42.6% | 0.097% | |
| 5/19/2026 | Bank of America Corp DE | 20,278 | $677K | 0.0% | -6.3% | 0.882% | |
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| 5/18/2026 | Royal Bank of Canada | 18,274 | $611K | 0.0% | +3,222.5% | 0.795% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 15,422 | $515K | 0.0% | -5.5% | 0.671% | |
| 5/4/2026 | Del Sette Capital Management LLC | 18,642 | $623K | 0.4% | -11.2% | 0.811% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 14,386 | $481K | 0.0% | -6.0% | 0.625% | |
| 2/18/2026 | NewEdge Advisors LLC | 3,883 | $135K | 0.0% | +48.4% | 0.162% | |
| 2/17/2026 | Osaic Holdings Inc. | 6,255 | $218K | 0.0% | -42.8% | 0.261% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,071 | $72K | 0.0% | N/A | 0.086% | |
| 2/12/2026 | Jane Street Group LLC | 8,093 | $282K | 0.0% | N/A | 0.337% | |
| 2/12/2026 | HRT Financial LP | 14,586 | $507K | 0.0% | N/A | 0.608% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 15,310 | $533K | 0.0% | +137.3% | 0.638% | |
| 2/11/2026 | Simplex Trading LLC | 1,184 | $41K | 0.0% | N/A | 0.049% | |
| 2/11/2026 | LPL Financial LLC | 52,786 | $1.84M | 0.0% | +13.1% | 2.199% | |
| 2/11/2026 | Comprehensive Financial Planning Inc. PA | 29,958 | $1.04M | 0.7% | -37.1% | 1.248% | |
| 2/5/2026 | AlphaCore Capital LLC | 900 | $32K | 0.0% | N/A | 0.038% | |
| 2/3/2026 | International Assets Investment Management LLC | 1,000 | $35K | 0.0% | N/A | 0.042% | |
| 2/2/2026 | Del Sette Capital Management LLC | 21,003 | $731K | 0.5% | -2.2% | 0.875% | |
| 2/2/2026 | Composition Wealth LLC | 8,500 | $296K | 0.0% | +13.3% | 0.354% | |
| 1/28/2026 | Chicago Partners Investment Group LLC | 16,319 | $624K | 0.0% | -17.8% | 0.680% | |
| 1/1/2026 | JPMorgan Chase & Co. | 12,805 | $478K | 0.0% | N/A | 0.466% | |
| 11/18/2025 | Advisory Services Network LLC | 1,145 | $43K | 0.0% | N/A | 0.042% | |
| 11/18/2025 | Del Sette Capital Management LLC | 21,475 | $802K | 0.5% | +4.6% | 0.781% | |
| 11/17/2025 | NewEdge Advisors LLC | 2,617 | $98K | 0.0% | -79.4% | 0.095% | |
| 11/17/2025 | Prosperity Wealth Management Inc. | 17,049 | $637K | 0.2% | N/A | 0.620% | |
| 11/17/2025 | Bank of America Corp DE | 19,419 | $725K | 0.0% | +56.0% | 0.706% | |
| 11/13/2025 | BNP Paribas Financial Markets | 40,000 | $1.49M | 0.0% | N/A | 1.455% | |
| 11/12/2025 | Comprehensive Financial Planning Inc. PA | 47,662 | $1.78M | 1.2% | +55.4% | 1.733% | |
| 11/7/2025 | JPMorgan Chase & Co. | 12,805 | $478K | 0.0% | N/A | 0.466% | |
| 11/6/2025 | Roman Butler Fullerton & Co. | 7,100 | $292K | 0.1% | N/A | 0.258% | |
| 10/30/2025 | Chicago Partners Investment Group LLC | 19,841 | $801K | 0.0% | -48.0% | 0.721% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 25,073 | $973K | 0.0% | -11.7% | 0.912% | |
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| 10/21/2025 | Synergy Asset Management LLC | 208,627 | $7.21M | 0.3% | +246.6% | 7.451% | |
| 10/21/2025 | Brookwood Investment Group LLC | 6,148 | $230K | 0.0% | -33.4% | 0.220% | |
| 10/20/2025 | Miracle Mile Advisors LLC | 7,500 | $280K | 0.0% | N/A | 0.273% | |
| 10/15/2025 | Brookstone Capital Management | 25,967 | $970K | 0.0% | N/A | 0.944% | |
| 9/4/2025 | Osaic Holdings Inc. | 10,932 | $355K | 0.0% | -6.4% | 0.446% | |
| 8/15/2025 | IHT Wealth Management LLC | 47,988 | $1.56M | 0.0% | -12.7% | 1.959% | |
| 8/15/2025 | Bank of America Corp DE | 12,448 | $404K | 0.0% | +307.2% | 0.508% | |
| 8/14/2025 | Raymond James Financial Inc. | 4,992 | $162K | 0.0% | -50.3% | 0.204% | |
| 8/14/2025 | NewEdge Advisors LLC | 12,694 | $412K | 0.0% | +11.8% | 0.518% | |
| 8/13/2025 | Quadrature Capital Ltd | 11,567 | $376K | 0.0% | -4.9% | 0.472% | |
| 8/12/2025 | Del Sette Capital Management LLC | 20,524 | $667K | 0.5% | +63.3% | 0.838% | |
| 8/8/2025 | Comprehensive Financial Planning Inc. PA | 30,666 | $996K | 0.8% | N/A | 1.227% | |
| 8/1/2025 | Brookwood Investment Group LLC | 9,232 | $300K | 0.0% | N/A | 0.369% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 38,149 | $1.28M | 0.0% | -13.2% | 1.526% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 30,036 | $976K | 0.0% | N/A | 1.201% | |
| 7/21/2025 | Synergy Asset Management LLC | 60,195 | $1.96M | 0.2% | N/A | 2.408% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,747 | $57K | 0.0% | N/A | 0.070% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 28,399 | $927K | 0.0% | +4.6% | 1.136% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 14,249 | $384K | 0.0% | -69.4% | 0.570% | |
| 5/19/2025 | Jane Street Group LLC | 14,532 | $392K | 0.0% | -15.5% | 0.618% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 14,249 | $384K | 0.0% | -69.4% | 0.633% | |
| 5/16/2025 | NewEdge Advisors LLC | 11,356 | $306K | 0.0% | N/A | 0.505% | |
| 5/15/2025 | Royal Bank of Canada | 10,507 | $284K | 0.0% | -48.8% | 0.467% | |
| 5/13/2025 | Cowa LLC | 31,602 | $852K | 0.4% | +27.6% | 1.405% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 43,931 | $1.21M | 0.0% | -17.4% | 1.952% | |
| 5/5/2025 | Del Sette Capital Management LLC | 12,570 | $339K | 0.3% | +36.5% | 0.559% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 13,913 | $375K | 0.0% | -53.9% | 0.592% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 27,161 | $733K | 0.0% | N/A | 1.156% | |
| 2/17/2025 | Two Sigma Investments LP | 39,800 | $1.14M | 0.0% | N/A | 1.225% | |
| 2/17/2025 | Bank of America Corp DE | 1,965 | $56K | 0.0% | -87.4% | 0.060% | |
| 2/14/2025 | Jane Street Group LLC | 17,190 | $491K | 0.0% | -65.5% | 0.529% | |
| 2/14/2025 | IHT Wealth Management LLC | 44,204 | $1.26M | 0.0% | -33.7% | 1.360% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 15,225 | $435K | 0.0% | +47.2% | 0.468% | |
| 2/14/2025 | IronBridge Private Wealth LLC | 288,049 | $8.24M | 3.0% | -2.5% | 8.863% | |
| 2/13/2025 | Raymond James Financial Inc. | 9,948 | $284K | 0.0% | N/A | 0.306% | |
| 2/13/2025 | Wells Fargo & Company MN | 5,181 | $148K | 0.0% | -34.4% | 0.159% | |
| 2/11/2025 | LPL Financial LLC | 21,318 | $609K | 0.0% | -14.8% | 0.656% | |
| 2/6/2025 | Raymond James Financial Inc. | 9,948 | $284K | 0.0% | N/A | 0.306% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 15,273 | $437K | 0.4% | N/A | 0.470% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 53,154 | $1.57M | 0.1% | -24.6% | 1.636% | |
| 11/15/2024 | Jane Street Group LLC | 49,781 | $1.34M | 0.0% | +51.5% | 1.532% | |
| 11/15/2024 | IHT Wealth Management LLC | 66,688 | $1.78M | 0.1% | +70.8% | 2.052% | |
| 11/15/2024 | IronBridge Private Wealth LLC | 295,391 | $7.95M | 3.0% | -1.9% | 9.089% | |
| 11/4/2024 | Del Sette Capital Management LLC | 9,059 | $244K | 0.2% | -96.1% | 0.279% | |
| 11/1/2024 | Cowa LLC | 24,763 | $666K | 0.3% | +158.4% | 0.762% | |
| 11/1/2024 | Hollencrest Capital Management | 1,157 | $31K | 0.0% | -49.8% | 0.036% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 70,471 | $1.91M | 0.1% | -18.2% | 2.168% | |
| 10/22/2024 | International Assets Investment Management LLC | 26,900 | $724K | 0.0% | +2,590.0% | 0.828% | |
| 8/14/2024 | Marshall Wace LLP | 11,807 | $328K | 0.0% | -44.9% | 0.363% | |
| 8/12/2024 | Cowa LLC | 9,583 | $266K | 0.1% | N/A | 0.295% | |
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| 8/2/2024 | Del Sette Capital Management LLC | 233,088 | $6.47M | 5.3% | +114.8% | 7.172% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,000 | $28K | 0.0% | N/A | 0.031% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 51,222 | $1.42M | 0.0% | N/A | 1.576% | |
| 5/16/2024 | IronBridge Private Wealth LLC | 287,554 | $7.95M | 3.3% | +2.5% | 8.848% | |
| 5/2/2024 | Hollencrest Capital Management | 2,307 | $64K | 0.0% | +139.1% | 0.069% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 123,656 | $3.07M | 0.1% | -15.3% | 2.810% | |
| 2/12/2024 | IronBridge Private Wealth LLC | 280,555 | $6.84M | 3.3% | +3.2% | 6.376% | |
| 2/5/2024 | Del Sette Capital Management LLC | 97,734 | $2.38M | 2.1% | +4.3% | 2.221% | |
| 1/25/2024 | International Assets Investment Management LLC | 24,370 | $594K | 0.0% | N/A | 0.554% | |
| 1/24/2024 | Sowell Financial Services LLC | 72,696 | $1.78M | 0.1% | N/A | 1.652% | |