| 5/19/2026 | Bank of America Corp DE | 94,333 | $4.21M | 0.0% | +27.5% | 3.369% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 3,900 | $174K | 0.0% | +44.4% | 0.139% | |
| 5/5/2026 | Sanctuary Advisors LLC | 34,366 | $1.53M | 0.0% | +3.4% | 1.227% | |
| 4/29/2026 | Sage Rhino Capital LLC | 19,561 | $872K | 0.2% | N/A | 0.699% | |
| 4/25/2026 | Smithbridge Asset Management Inc. DE | 7,138 | $318K | 0.0% | -56.3% | 0.255% | |
| 2/19/2026 | Claris Financial LLC | 4,516 | $205K | 0.1% | N/A | 0.174% | |
| 2/18/2026 | NewEdge Advisors LLC | 143,664 | $6.51M | 0.0% | +17.6% | 5.526% | |
| 2/17/2026 | Osaic Holdings Inc. | 7,992 | $362K | 0.0% | +25.8% | 0.307% | |
| 2/17/2026 | Regal Investment Advisors LLC | 70,110 | $3.18M | 0.2% | -0.6% | 2.697% | |
| 2/17/2026 | Advisory Services Network LLC | 103,719 | $4.70M | 0.1% | +4.0% | 3.989% | |
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| 2/12/2026 | Jane Street Group LLC | 5,174 | $234K | 0.0% | -73.8% | 0.199% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 9,238 | $419K | 0.0% | -7.0% | 0.355% | |
| 2/12/2026 | Betterment LLC | 24,113 | $1.09M | 0.0% | -18.2% | 0.927% | |
| 2/11/2026 | Smithbridge Asset Management Inc. DE | 16,337 | $740K | 0.1% | +4.0% | 0.628% | |
| 2/11/2026 | LPL Financial LLC | 78,178 | $3.54M | 0.0% | -8.9% | 3.007% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 452,618 | $20.51M | 0.0% | +1.2% | 17.408% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 2,700 | $122K | 0.0% | +170.0% | 0.104% | |
| 2/4/2026 | Catalyst Financial Partners LLC | 5,438 | $246K | 0.0% | -4.4% | 0.218% | |
| 1/29/2026 | Sanctuary Advisors LLC | 33,244 | $1.51M | 0.0% | -5.8% | 1.330% | |
| 1/7/2026 | Sovereign Financial Group Inc. | 8,225 | $373K | 0.1% | -5.7% | 0.358% | |
| 11/18/2025 | Advisory Services Network LLC | 99,752 | $4.58M | 0.1% | +0.8% | 4.988% | |
| 11/17/2025 | NewEdge Advisors LLC | 122,147 | $5.60M | 0.0% | +18.5% | 6.107% | |
| 11/17/2025 | Bank of America Corp DE | 63,857 | $2.93M | 0.0% | +233.7% | 3.193% | |
| 11/14/2025 | Raymond James Financial Inc. | 160,817 | $7.38M | 0.0% | -1.4% | 8.041% | |
| 11/14/2025 | Regal Investment Advisors LLC | 70,562 | $3.24M | 0.2% | -5.7% | 3.528% | |
| 11/13/2025 | Betterment LLC | 29,470 | $1.35M | 0.0% | -43.6% | 1.474% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 1,000 | $46K | 0.0% | +400.0% | 0.050% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 6,897 | $316K | 0.0% | -23.4% | 0.345% | |
| 10/31/2025 | Global Assets Advisory LLC | 6,290 | $289K | 0.1% | N/A | 0.315% | |
| 10/30/2025 | Avidian Wealth Enterprises LLC | 8,786 | $403K | 0.0% | +18.2% | 0.439% | |
| 10/29/2025 | Smithbridge Asset Management Inc. DE | 15,712 | $721K | 0.1% | N/A | 0.786% | |
| 10/15/2025 | Atwood & Palmer Inc. | 19,152 | $879K | 0.1% | -21.7% | 0.871% | |
| 9/4/2025 | Osaic Holdings Inc. | 6,307 | $286K | 0.0% | -18.0% | 0.300% | |
| 8/26/2025 | Claris Financial LLC | 4,505 | $204K | 0.2% | N/A | 0.215% | |
| 8/19/2025 | Advisory Services Network LLC | 98,994 | $4.48M | 0.1% | -3.1% | 4.714% | |
| 8/15/2025 | Bank of America Corp DE | 19,136 | $868K | 0.0% | +48.1% | 0.911% | |
| 8/14/2025 | Raymond James Financial Inc. | 163,041 | $7.40M | 0.0% | -1.6% | 7.764% | |
| 8/14/2025 | Betterment LLC | 52,215 | $2.37M | 0.0% | -82.0% | 2.486% | |
| 8/14/2025 | NewEdge Advisors LLC | 103,103 | $4.68M | 0.0% | +4.5% | 4.910% | |
| 8/12/2025 | JPMorgan Chase & Co. | 8,102 | $368K | 0.0% | +21,221.1% | 0.386% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 9,005 | $409K | 0.0% | -95.7% | 0.439% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 7,034 | $319K | 0.0% | +12.2% | 0.343% | |
| 7/28/2025 | Harbour Investments Inc. | 832 | $38K | 0.0% | +156.8% | 0.041% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 49,354 | $2.24M | 0.1% | -21.8% | 2.408% | |
| 7/8/2025 | Atwood & Palmer Inc. | 24,452 | $1.11M | 0.1% | -93.5% | 1.193% | |
| 5/19/2025 | Jane Street Group LLC | 34,692 | $1.55M | 0.0% | +30.9% | 1.416% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 407,397 | $18.15M | 0.0% | +3.2% | 20.370% | |
| 5/16/2025 | NewEdge Advisors LLC | 98,630 | $4.39M | 0.0% | +8.7% | 4.026% | |
| 5/15/2025 | Betterment LLC | 289,915 | $12.91M | 0.0% | -9.3% | 11.833% | |
| 5/13/2025 | Raymond James Financial Inc. | 165,771 | $7.38M | 0.0% | -0.8% | 6.766% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 63,084 | $2.81M | 0.0% | +1.7% | 2.575% | |
| 5/7/2025 | LPL Financial LLC | 328,205 | $14.62M | 0.0% | +8.2% | 13.396% | |
| 5/6/2025 | Cetera Investment Advisers | 56,912 | $2.54M | 0.0% | -5.5% | 2.323% | |
| 5/5/2025 | OneAscent Financial Services LLC | 12,264 | $546K | 0.0% | N/A | 0.501% | |
| 5/5/2025 | Nwam LLC | 8,567 | $382K | 0.0% | +7.2% | 0.350% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 211,281 | $9.41M | 0.0% | +4.1% | 8.624% | |
| 4/29/2025 | Bank of New York Mellon Corp | 6,566 | $292K | 0.0% | -12.9% | 0.268% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 7,248 | $323K | 0.0% | +20.7% | 0.223% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 41,989 | $1.87M | 0.0% | -19.7% | 1.292% | |
| 2/17/2025 | Cetera Investment Advisers | 60,251 | $2.68M | 0.0% | +9.2% | 1.944% | |
| 2/17/2025 | Citadel Advisors LLC | 4,511 | $201K | 0.0% | -82.3% | 0.146% | |
| 2/17/2025 | Bank of America Corp DE | 13,280 | $590K | 0.0% | +4.4% | 0.428% | |
| 2/14/2025 | Jane Street Group LLC | 26,496 | $1.18M | 0.0% | +55.0% | 0.855% | |
| 2/14/2025 | Betterment LLC | 319,752 | $14.21M | 0.0% | -30.9% | 10.315% | |
| 2/13/2025 | NewEdge Advisors LLC | 90,706 | $4.03M | 0.0% | +19.6% | 2.926% | |
| 2/13/2025 | Regal Investment Advisors LLC | 83,987 | $3.73M | 0.3% | +1.4% | 2.709% | |
| 2/13/2025 | Raymond James Financial Inc. | 167,172 | $7.43M | 0.0% | N/A | 5.393% | |
| 2/13/2025 | Advisory Services Network LLC | 95,404 | $4.24M | 0.1% | -4.6% | 3.078% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 202,947 | $9.02M | 0.0% | +19.0% | 6.547% | |
| 2/11/2025 | LPL Financial LLC | 303,246 | $13.48M | 0.0% | -0.3% | 9.782% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 52,265 | $2.32M | 0.0% | +4.1% | 1.686% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 8,325 | $370K | 0.0% | +30.6% | 0.269% | |
| 2/6/2025 | Raymond James Financial Inc. | 167,172 | $7.43M | 0.0% | N/A | 5.393% | |
| 2/5/2025 | Nwam LLC | 7,995 | $355K | 0.0% | +15.5% | 0.258% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,608 | $71K | 0.0% | +443.2% | 0.052% | |
| 1/31/2025 | Sanctuary Advisors LLC | 28,610 | $1.29M | 0.0% | +5.5% | 0.923% | |
| 1/30/2025 | Principal Securities Inc. | 64,029 | $2.85M | 0.1% | +5.8% | 2.065% | |
| 1/29/2025 | Avidian Wealth Enterprises LLC | 6,007 | $267K | 0.0% | +22.6% | 0.194% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 6,159 | $275K | 0.0% | +13.6% | 0.199% | |
| 1/16/2025 | Atwood & Palmer Inc. | 377,314 | $16.77M | 1.1% | +1.0% | 12.171% | |
| 11/25/2024 | Sanctuary Advisors LLC | 27,127 | $1.22M | 0.0% | +33.6% | 0.875% | |
| 11/15/2024 | Jane Street Group LLC | 17,092 | $780K | 0.0% | +64.3% | 0.551% | |
| 11/12/2024 | Nwam LLC | 6,925 | $316K | 0.0% | N/A | 0.223% | |
| 10/30/2024 | Avidian Wealth Enterprises LLC | 4,899 | $224K | 0.0% | -34.1% | 0.158% | |
| 10/28/2024 | Principal Securities Inc. | 60,538 | $2.76M | 0.1% | +8.3% | 1.953% | |
| 10/28/2024 | Catalyst Financial Partners LLC | 7,650 | $349K | 0.1% | -13.6% | 0.247% | |
| 10/18/2024 | Raymond James & Associates | 170,244 | $7.77M | 0.0% | -2.1% | 5.492% | |
| 10/8/2024 | Atwood & Palmer Inc. | 373,554 | $17.06M | 1.2% | -0.6% | 12.050% | |
| 8/22/2024 | Cetera Investment Advisers | 88,421 | $3.89M | 0.0% | +1.8% | 2.852% | |
| 8/16/2024 | Regal Investment Advisors LLC | 86,557 | $3.81M | 0.2% | -3.6% | 2.792% | |
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| 8/16/2024 | NewEdge Advisors LLC | 71,451 | $3.14M | 0.0% | +9.9% | 2.305% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 164,862 | $7.26M | 0.0% | +3.8% | 5.318% | |
| 7/19/2024 | Raymond James & Associates | 173,880 | $7.65M | 0.0% | -0.7% | 5.609% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 52,649 | $2.32M | 0.0% | +2.2% | 1.698% | |
| 7/10/2024 | Atwood & Palmer Inc. | 375,876 | $16.54M | 1.3% | -0.8% | 12.125% | |
| 5/24/2024 | Cetera Investment Advisers | 86,867 | $3.84M | 0.0% | N/A | 2.802% | |
| 5/16/2024 | Jane Street Group LLC | 103,140 | $4.56M | 0.0% | +501.4% | 3.327% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 51,515 | $2.28M | 0.0% | N/A | 1.662% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 8,657 | $383K | 0.0% | +30.8% | 0.279% | |
| 4/22/2024 | Raymond James & Associates | 175,119 | $7.75M | 0.0% | -8.4% | 5.649% | |