| 6/18/2026 | Western Wealth Management LLC | 1,145 | $126K | 0.0% | N/A | 0.026% | |
| 5/19/2026 | Western Wealth Management LLC | 1,145 | $126K | 0.0% | N/A | 0.026% | |
| 5/19/2026 | Bank of America Corp DE | 27,739 | $3.06M | 0.0% | +82.1% | 0.630% | |
| 5/18/2026 | Royal Bank of Canada | 7,792 | $860K | 0.0% | +33.1% | 0.177% | |
| 5/13/2026 | Cetera Investment Advisers | 4,259 | $470K | 0.0% | +52.2% | 0.097% | |
| 5/1/2026 | Fifth Third Bancorp | 1,852 | $204K | 0.0% | +23.5% | 0.042% | |
| 4/30/2026 | North Capital Inc. | 2,638 | $291K | 0.2% | N/A | 0.060% | |
| 4/27/2026 | PFG Investments LLC | 7,790 | $860K | 0.0% | +38.2% | 0.168% | |
| 4/24/2026 | James Investment Research Inc. | 6,411 | $708K | 0.1% | -2.7% | 0.136% | |
| 4/24/2026 | Fairman Group LLC | 520 | $57K | 0.0% | N/A | 0.011% | |
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| 4/22/2026 | Sterling Capital Management LLC | 414 | $46K | 0.0% | N/A | 0.009% | |
| 4/17/2026 | AdvisorNet Financial Inc | 222 | $25K | 0.0% | N/A | 0.005% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 5,423 | $605K | 0.0% | +145.3% | 0.125% | |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 300 | $33K | 0.0% | N/A | 0.007% | |
| 3/9/2026 | Corient Private Wealth LLC | 3,983 | $444K | 0.0% | -3.0% | 0.092% | |
| 2/19/2026 | Compound Planning Inc. | 1,810 | $202K | 0.0% | N/A | 0.042% | |
| 2/19/2026 | Corient Private Wealth LLC | 3,983 | $444K | 0.0% | -3.0% | 0.092% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 3,400 | $379K | 0.0% | -23.1% | 0.078% | |
| 2/17/2026 | Cetera Investment Advisers | 2,798 | $312K | 0.0% | +9.4% | 0.064% | |
| 2/17/2026 | Osaic Holdings Inc. | 4,885 | $545K | 0.0% | +22.0% | 0.112% | |
| 2/17/2026 | Evercore Wealth Management LLC | 2,450 | $273K | 0.0% | +19.2% | 0.056% | |
| 2/17/2026 | Royal Bank of Canada | 5,856 | $654K | 0.0% | +27.1% | 0.135% | |
| 2/16/2026 | MML Investors Services LLC | 2,422 | $270K | 0.0% | -7.9% | 0.056% | |
| 2/16/2026 | 17 Capital Partners LLC | 2,903 | $324K | 0.2% | N/A | 0.067% | |
| 2/13/2026 | Kestra Advisory Services LLC | 333 | $37K | 0.0% | N/A | 0.008% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 18,802 | $2.10M | 0.2% | -1.2% | 0.432% | |
| 2/13/2026 | Markin Asset Management LP | 2,149 | $240K | 0.3% | N/A | 0.049% | |
| 2/13/2026 | Ridge Creek Global Inc | 21,553 | $2.41M | 2.0% | N/A | 0.495% | |
| 2/13/2026 | Wells Fargo & Company MN | 33,916 | $3.79M | 0.0% | -52.5% | 0.780% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 2,630 | $294K | 0.0% | +163.0% | 0.060% | |
| 2/12/2026 | Haven Private LLC | 7,540 | $841K | 0.4% | -8.8% | 0.173% | |
| 2/11/2026 | Cerity Partners LLC | 1,830 | $204K | 0.0% | -19.7% | 0.042% | |
| 2/11/2026 | LPL Financial LLC | 14,295 | $1.60M | 0.0% | +1.6% | 0.329% | |
| 2/11/2026 | Avalon Capital Management | 83,796 | $9.35M | 2.2% | +440.9% | 1.926% | |
| 2/10/2026 | Cibc World Market Inc. | 58,439 | $6.52M | 0.0% | -25.5% | 1.343% | |
| 2/10/2026 | Nomura Asset Management Co. Ltd. | 2,700 | $301K | 0.0% | N/A | 0.062% | |
| 2/9/2026 | Clearstead Advisors LLC | 4,182 | $467K | 0.0% | -23.8% | 0.096% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 500 | $56K | 0.0% | -64.5% | 0.011% | |
| 2/6/2026 | HighTower Advisors LLC | 42,546 | $4.75M | 0.0% | +1.2% | 0.978% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 2,503 | $279K | 0.0% | N/A | 0.058% | |
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| 2/4/2026 | Moneco Advisors LLC | 45,813 | $5.11M | 0.4% | +66.4% | 1.117% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 16,333 | $1.82M | 0.0% | +84.7% | 0.398% | |
| 1/30/2026 | Pekin Hardy Strauss Inc. | 10,240 | $1.14M | 0.1% | +68.1% | 0.256% | |
| 1/29/2026 | Comerica Bank | 355 | $40K | 0.0% | -66.3% | 0.009% | |
| 1/29/2026 | James Investment Research Inc. | 6,591 | $736K | 0.1% | -5.0% | 0.176% | |
| 1/26/2026 | PFG Investments LLC | 5,635 | $629K | 0.0% | -4.6% | 0.154% | |
| 1/23/2026 | NBT Bank N A NY | 250 | $28K | 0.0% | N/A | 0.007% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 5,291 | $590K | 0.0% | N/A | 0.151% | |
| 1/15/2026 | Hengehold Capital Management LLC | 101,593 | $11.34M | 1.0% | +0.2% | 2.862% | |
| 1/13/2026 | Dakota Wealth Management | 1,850 | $206K | 0.0% | N/A | 0.052% | |
| 1/9/2026 | Carr Financial Group Corp | 2,000 | $223K | 0.1% | N/A | 0.056% | |
| 11/19/2025 | Captrust Financial Advisors | 18,576 | $2.07M | 0.0% | +5.1% | 0.523% | |
| 11/17/2025 | National Bank of Canada FI | 1,100 | $122K | 0.0% | +16.9% | 0.031% | |
| 11/17/2025 | Flow Traders U.S. LLC | 6,079 | $676K | 0.0% | +34.2% | 0.171% | |
| 11/17/2025 | Focus Partners Wealth | 5,107 | $568K | 0.0% | -72.2% | 0.144% | |
| 11/17/2025 | Bank of America Corp DE | 4,454 | $495K | 0.0% | +35.7% | 0.125% | |
| 11/14/2025 | Creative Planning | 5,691 | $633K | 0.0% | +9.7% | 0.160% | |
| 11/14/2025 | Raymond James Financial Inc. | 68,385 | $7.61M | 0.0% | +4.4% | 1.926% | |
| 11/14/2025 | Comerica Bank | 1,054 | $117K | 0.0% | -69.1% | 0.030% | |
| 11/13/2025 | UBS Group AG | 11,563 | $1.29M | 0.0% | +20.1% | 0.326% | |
| 11/12/2025 | NewSquare Capital LLC | 19,557 | $2.18M | 0.1% | +7.9% | 0.551% | |
| 11/12/2025 | US Bancorp DE | 2,065 | $230K | 0.0% | -18.1% | 0.058% | |
| 11/10/2025 | MAI Capital Management | 4,564 | $508K | 0.0% | +114,000.0% | 0.129% | |
| 11/10/2025 | Clearstead Advisors LLC | 5,488 | $610K | 0.0% | +428.7% | 0.155% | |
| 11/10/2025 | Pekin Hardy Strauss Inc. | 6,090 | $677K | 0.1% | +8.9% | 0.172% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 1,407 | $157K | 0.0% | -24.2% | 0.040% | |
| 11/7/2025 | HighTower Advisors LLC | 42,043 | $4.68M | 0.0% | +0.6% | 1.184% | |
| 11/6/2025 | Cibc World Market Inc. | 78,463 | $8.73M | 0.0% | +0.6% | 2.210% | |
| 11/6/2025 | Oppenheimer & Co. Inc. | 8,841 | $983K | 0.0% | +1.6% | 0.249% | |
| 11/5/2025 | MONECO Advisors LLC | 27,526 | $3.06M | 0.3% | +0.5% | 0.775% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 12,196 | $1.36M | 0.0% | -18.2% | 0.344% | |
| 10/31/2025 | James Investment Research Inc. | 6,937 | $772K | 0.1% | -5.2% | 0.195% | |
| 10/31/2025 | PFG Investments LLC | 5,905 | $657K | 0.0% | +35.5% | 0.166% | |
| 10/28/2025 | Evergreen Capital Management LLC | 2,194 | $244K | 0.0% | +19.6% | 0.062% | |
| 10/27/2025 | Cooper Capital Advisors LLC | 5,379 | $598K | 0.4% | +99.2% | 0.152% | |
| 10/22/2025 | Avalon Capital Management | 15,491 | $1.72M | 0.4% | -0.9% | 0.436% | |
| 10/21/2025 | Synergy Asset Management LLC | 6,172 | $690K | 0.0% | +100.0% | 0.174% | |
| 10/16/2025 | Hengehold Capital Management LLC | 101,345 | $11.27M | 1.0% | +1.8% | 2.855% | |
| 10/16/2025 | Nvwm LLC | 1,296 | $144K | 0.0% | +10.7% | 0.037% | |
| 10/9/2025 | North Capital Inc. | 1,349 | $150K | 0.1% | N/A | 0.038% | |
| 9/26/2025 | Corient Private Wealth LLC | 4,908 | $549K | 0.0% | N/A | 0.134% | |
| 9/4/2025 | Osaic Holdings Inc. | 4,565 | $510K | 0.0% | +10,769.0% | 0.125% | |
| 8/16/2025 | Evergreen Capital Management LLC | 1,834 | $205K | 0.0% | N/A | 0.050% | |
| 8/15/2025 | Corient Private Wealth LLC | 4,908 | $549K | 0.0% | N/A | 0.134% | |
| 8/15/2025 | Captrust Financial Advisors | 17,671 | $1.98M | 0.0% | +9.0% | 0.484% | |
| 8/15/2025 | Two Sigma Securities LLC | 2,402 | $269K | 0.0% | N/A | 0.066% | |
| 8/15/2025 | Benjamin Edwards Inc. | 342,214 | $38.26M | 0.5% | N/A | 9.376% | |
| 8/15/2025 | Bank of America Corp DE | 3,283 | $367K | 0.0% | +32,730.0% | 0.090% | |
| 8/14/2025 | Raymond James Financial Inc. | 65,526 | $7.33M | 0.0% | N/A | 1.795% | |
| 8/14/2025 | Transamerica Financial Advisors LLC | 17,409 | $1.95M | 0.2% | +54.3% | 0.477% | |
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| 8/14/2025 | Cerity Partners LLC | 1,830 | $205K | 0.0% | N/A | 0.050% | |
| 8/13/2025 | Flow Traders U.S. LLC | 4,531 | $507K | 0.0% | -31.4% | 0.124% | |
| 8/13/2025 | Sonoma Private Wealth LLC | 16,402 | $1.83M | 2.2% | +14.3% | 0.449% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 7,870 | $880K | 0.0% | +61.6% | 0.216% | |
| 8/12/2025 | Waterloo Capital L.P. | 2,278 | $255K | 0.0% | N/A | 0.062% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 3,201 | $358K | 0.0% | N/A | 0.075% | |
| 8/8/2025 | Creative Planning | 5,187 | $580K | 0.0% | N/A | 0.122% | |
| 8/8/2025 | Cooper Capital Advisors LLC | 2,700 | $302K | 0.3% | N/A | 0.064% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 1,855 | $207K | 0.0% | N/A | 0.044% | |
| 8/7/2025 | Avalon Capital Management | 15,637 | $1.75M | 0.5% | N/A | 0.368% | |