| 5/19/2026 | Bank of America Corp DE | 36,140 | $2.47M | 0.0% | -0.4% | 1.291% | |
| 5/13/2026 | Cetera Investment Advisers | 7,777 | $531K | 0.0% | -30.5% | 0.278% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 1,854 | $127K | 0.0% | N/A | 0.066% | |
| 5/1/2026 | Summa Corp. | 35,533 | $2.43M | 1.0% | +960.7% | 1.269% | |
| 4/28/2026 | Berger Financial Group Inc | 9,159 | $626K | 0.0% | -34.0% | 0.316% | |
| 2/17/2026 | Cetera Investment Advisers | 11,194 | $818K | 0.0% | +33.4% | 0.373% | |
| 2/16/2026 | Barclays PLC | 5,362 | $392K | 0.0% | N/A | 0.179% | |
| 2/12/2026 | Jane Street Group LLC | 10,811 | $790K | 0.0% | -40.7% | 0.360% | |
| 2/11/2026 | Hughes Financial Services LLC | 43,075 | $3.15M | 0.5% | -1.7% | 1.436% | |
| 2/11/2026 | LPL Financial LLC | 7,967 | $582K | 0.0% | +10.5% | 0.266% | |
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| 2/10/2026 | Goldman Sachs Group Inc. | 1,369,289 | $100.10M | 0.0% | -20.6% | 45.643% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 18,421 | $1.35M | 0.0% | N/A | 0.614% | |
| 2/6/2026 | HighTower Advisors LLC | 18,631 | $1.36M | 0.0% | -2.4% | 0.621% | |
| 1/30/2026 | SOL Capital Management CO | 75,335 | $5.51M | 0.5% | -3.2% | 2.511% | |
| 1/27/2026 | Traphagen Investment Advisors LLC | 16,595 | $1.21M | 0.1% | -1.7% | 0.553% | |
| 1/23/2026 | Farther Finance Advisors LLC | 7,139 | $522K | 0.0% | +4.2% | 0.238% | |
| 1/23/2026 | Highland Financial Advisors LLC | 237,558 | $17.37M | 4.8% | +0.9% | 7.919% | |
| 11/17/2025 | Susquehanna International Group LLP | 9,128 | $674K | 0.0% | +21.0% | 0.277% | |
| 11/17/2025 | Hughes Financial Services LLC | 43,841 | $3.28M | 0.5% | -9.3% | 1.329% | |
| 11/17/2025 | Flow Traders U.S. LLC | 21,166 | $1.56M | 0.1% | +253.9% | 0.641% | |
| 11/17/2025 | Citadel Advisors LLC | 23,692 | $1.75M | 0.0% | +280.2% | 0.718% | |
| 11/17/2025 | Bank of America Corp DE | 36,252 | $2.68M | 0.0% | +2.7% | 1.099% | |
| 11/14/2025 | Raymond James Financial Inc. | 18,078 | $1.34M | 0.0% | +2.1% | 0.548% | |
| 11/7/2025 | HighTower Advisors LLC | 19,083 | $1.41M | 0.0% | -1.8% | 0.578% | |
| 10/29/2025 | SOL Capital Management CO | 77,800 | $5.75M | 0.5% | -0.8% | 2.358% | |
| 10/27/2025 | Stephens Inc. AR | 16,246 | $1.20M | 0.0% | -2.8% | 0.492% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 14,518 | $1.07M | 0.0% | -8.5% | 0.440% | |
| 10/22/2025 | Highland Financial Advisors LLC | 235,480 | $17.39M | 5.0% | +2.6% | 7.136% | |
| 10/14/2025 | Berger Financial Group Inc | 13,837 | $1.02M | 0.1% | -6.8% | 0.419% | |
| 10/7/2025 | Traphagen Investment Advisors LLC | 16,877 | $1.25M | 0.1% | -9.4% | 0.511% | |
| 9/19/2025 | Watts Gwilliam & Co. LLC | 11,783 | $869K | 0.2% | -4.9% | 0.357% | |
| 8/14/2025 | Raymond James Financial Inc. | 17,703 | $1.19M | 0.0% | -9.1% | 0.536% | |
| 8/13/2025 | Flow Traders U.S. LLC | 5,981 | $403K | 0.0% | -77.4% | 0.181% | |
| 8/8/2025 | Cetera Investment Advisers | 4,652 | $313K | 0.0% | -22.0% | 0.143% | |
| 8/7/2025 | New England Private Wealth Advisors LLC | 12,397 | $849K | 0.1% | N/A | 0.381% | |
| 8/7/2025 | Hughes Financial Services LLC | 48,343 | $3.30M | 0.6% | -91.1% | 1.487% | |
| 7/25/2025 | Summa Corp. | 3,350 | $226K | 0.1% | N/A | 0.103% | |
| 7/23/2025 | Traphagen Investment Advisors LLC | 18,633 | $1.26M | 0.1% | -6.0% | 0.573% | |
| 7/22/2025 | Berger Financial Group Inc | 14,843 | $1M | 0.1% | -11.0% | 0.457% | |
| 7/11/2025 | Farther Finance Advisors LLC | 6,849 | $461K | 0.0% | N/A | 0.211% | |
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| 5/19/2025 | Jane Street Group LLC | 7,058 | $416K | 0.0% | -60.7% | 0.202% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,813,628 | $106.78M | 0.0% | -1.3% | 54.958% | |
| 5/14/2025 | Flow Traders U.S. LLC | 26,467 | $1.56M | 0.1% | -42.0% | 0.756% | |
| 5/13/2025 | Watts Gwilliam & Co. LLC | 12,390 | $729K | 0.2% | -3.2% | 0.354% | |
| 5/13/2025 | HighTower Advisors LLC | 20,723 | $1.22M | 0.0% | -13.6% | 0.592% | |
| 5/12/2025 | Berger Financial Group Inc | 16,673 | $982K | 0.1% | -94.1% | 0.476% | |
| 5/6/2025 | Cetera Investment Advisers | 5,967 | $351K | 0.0% | -19.2% | 0.170% | |
| 5/1/2025 | Hughes Financial Services LLC | 542,532 | $31.99M | 6.3% | +0.7% | 15.501% | |
| 4/23/2025 | SOL Capital Management CO | 79,795 | $4.70M | 0.5% | +1.1% | 2.046% | |
| 4/17/2025 | Traphagen Investment Advisors LLC | 19,830 | $1.17M | 0.1% | -12.6% | 0.508% | |
| 4/8/2025 | Highland Financial Advisors LLC | 232,187 | $13.67M | 4.9% | -3.3% | 5.954% | |
| 2/17/2025 | Cetera Investment Advisers | 7,387 | $455K | 0.0% | +30.4% | 0.117% | |
| 2/17/2025 | Captrust Financial Advisors | 3,881 | $239K | 0.0% | -5.9% | 0.062% | |
| 2/17/2025 | Bank of America Corp DE | 36,328 | $2.24M | 0.0% | +1.3% | 0.577% | |
| 2/14/2025 | Jane Street Group LLC | 17,973 | $1.11M | 0.0% | +52.6% | 0.285% | |
| 2/14/2025 | Berger Financial Group Inc | 283,174 | $17.43M | 1.2% | +0.8% | 4.495% | |
| 2/14/2025 | Susquehanna International Group LLP | 25,280 | $1.56M | 0.0% | -54.3% | 0.401% | |
| 2/13/2025 | Raymond James Financial Inc. | 19,470 | $1.20M | 0.0% | N/A | 0.309% | |
| 2/12/2025 | IPG Investment Advisors LLC | 14,490 | $892K | 0.2% | N/A | 0.230% | |
| 2/12/2025 | Heritage Wealth Advisors | 507 | $31K | 0.0% | N/A | 0.008% | |
| 2/11/2025 | LPL Financial LLC | 7,396 | $455K | 0.0% | +6.0% | 0.117% | |
| 2/10/2025 | Hughes Financial Services LLC | 538,784 | $33.16M | 6.8% | N/A | 8.552% | |
| 2/7/2025 | HighTower Advisors LLC | 23,980 | $1.48M | 0.0% | +3.7% | 0.381% | |
| 2/7/2025 | New England Private Wealth Advisors LLC | 12,522 | $771K | 0.1% | +63.3% | 0.199% | |
| 2/6/2025 | Raymond James Financial Inc. | 19,470 | $1.20M | 0.0% | N/A | 0.309% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 458 | $28K | 0.0% | N/A | 0.007% | |
| 1/30/2025 | Highland Financial Advisors LLC | 240,051 | $14.77M | 5.1% | +0.7% | 3.810% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 27,177 | $1.67M | 0.1% | -17.7% | 0.431% | |
| 1/23/2025 | SOL Capital Management CO | 78,924 | $4.86M | 0.5% | -5.7% | 1.253% | |
| 1/17/2025 | Traphagen Investment Advisors LLC | 22,685 | $1.40M | 0.1% | -26.3% | 0.360% | |
| 11/15/2024 | Jane Street Group LLC | 11,778 | $719K | 0.0% | -58.6% | 0.187% | |
| 11/14/2024 | Flow Traders U.S. LLC | 28,955 | $1.77M | 0.1% | N/A | 0.460% | |
| 11/14/2024 | Captrust Financial Advisors | 4,124 | $252K | 0.0% | -40.6% | 0.065% | |
| 10/30/2024 | Highland Financial Advisors LLC | 238,368 | $14.55M | 5.2% | +7.2% | 3.784% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 33,005 | $2.01M | 0.1% | -65.5% | 0.524% | |
| 10/28/2024 | Stephens Inc. AR | 16,714 | $1.02M | 0.0% | -4.8% | 0.265% | |
| 10/22/2024 | SOL Capital Management CO | 83,710 | $5.11M | 0.6% | -2.6% | 1.329% | |
| 10/21/2024 | Traphagen Investment Advisors LLC | 30,781 | $1.88M | 0.2% | -28.7% | 0.489% | |
| 10/9/2024 | Watts Gwilliam & Co. LLC | 12,760 | $777K | 0.2% | N/A | 0.203% | |
| 10/4/2024 | HBW Advisory Services LLC | 2,101 | $128K | 0.0% | -97.7% | 0.033% | |
| 8/16/2024 | Susquehanna International Group LLP | 62,778 | $3.56M | 0.0% | -42.7% | 0.996% | |
| 8/8/2024 | New England Private Wealth Advisors LLC | 6,691 | $380K | 0.1% | N/A | 0.106% | |
| 7/23/2024 | SOL Capital Management CO | 85,969 | $4.88M | 0.6% | -4.7% | 1.365% | |
| 7/23/2024 | Traphagen Investment Advisors LLC | 43,159 | $2.45M | 0.3% | -30.5% | 0.685% | |
| 7/17/2024 | Highland Financial Advisors LLC | 222,414 | $12.62M | 4.7% | +14.7% | 3.530% | |
| 7/5/2024 | HBW Advisory Services LLC | 91,107 | $5.17M | 0.9% | -2.8% | 1.446% | |
| 5/16/2024 | Jane Street Group LLC | 111,580 | $6.26M | 0.0% | -13.2% | 1.771% | |
| 5/2/2024 | Consolidated Planning Corp | 10,781 | $605K | 0.1% | -56.0% | 0.171% | |
| 4/24/2024 | SOL Capital Management CO | 90,197 | $5.06M | 0.6% | +1.8% | 1.432% | |
| 3/1/2024 | Goldman Sachs Group Inc. | 2,021,017 | $106.25M | 0.0% | -3.5% | 29.290% | |
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| 2/13/2024 | Goldman Sachs Group Inc. | 2,021,017 | $106.25M | 0.0% | -3.5% | 29.290% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 93,464 | $4.91M | 0.3% | +1.9% | 1.355% | |
| 2/7/2024 | Berger Financial Group Inc | 379,851 | $19.94M | 2.1% | +5.3% | 5.505% | |
| 2/5/2024 | Consolidated Planning Corp | 24,478 | $1.29M | 0.2% | -7.7% | 0.355% | |
| 1/29/2024 | Crestwood Advisors Group LLC | 22,613 | $1.19M | 0.0% | -4.2% | 0.328% | |
| 1/25/2024 | SOL Capital Management CO | 88,619 | $4.65M | 0.6% | -3.4% | 1.284% | |
| 1/18/2024 | Highland Financial Advisors LLC | 189,179 | $9.93M | 4.3% | +74.9% | 2.742% | |
| 1/16/2024 | HBW Advisory Services LLC | 93,699 | $4.92M | 0.9% | +0.8% | 1.358% | |
| 1/16/2024 | Raymond James & Associates | 20,182 | $1.06M | 0.0% | +11.0% | 0.292% | |
| 11/30/2023 | Modera Wealth Management LLC | 3,287 | $154K | 0.0% | N/A | 0.048% | |