| 9/9/2026 | Integrated Wealth Concepts LLC | 800 | $37K | 0.0% | N/A | 0.038% | |
| 8/22/2026 | Washington Growth Strategies LLC | 22,379 | $1.04M | 0.6% | -8.8% | 1.076% | |
| 8/22/2026 | Kickstand Ventures LLC. | 94,436 | $4.39M | 0.8% | +6.9% | 4.540% | |
| 5/18/2026 | Royal Bank of Canada | 4,892 | $198K | 0.0% | +26.6% | 0.220% | |
| 5/6/2026 | Assetmark Inc. | 1,211 | $49K | 0.0% | -97.3% | 0.055% | |
| 5/4/2026 | J. Safra Sarasin Holding AG | 6,775 | $264K | 0.0% | N/A | 0.305% | |
| 4/29/2026 | Ascent Advisors LLC | 7,448 | $302K | 0.5% | N/A | 0.335% | |
| 2/18/2026 | OLD Mission Capital LLC | 31,060 | $1.43M | 0.0% | -43.8% | 1.283% | |
| 2/17/2026 | Royal Bank of Canada | 3,865 | $178K | 0.0% | +11.1% | 0.160% | |
| 2/16/2026 | MML Investors Services LLC | 115,019 | $5.30M | 0.0% | +2.8% | 4.753% | |
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| 2/12/2026 | Jane Street Group LLC | 50,024 | $2.31M | 0.0% | +11.1% | 2.067% | |
| 2/11/2026 | LPL Financial LLC | 109,908 | $5.07M | 0.0% | +2.7% | 4.542% | |
| 1/29/2026 | Kickstand Ventures LLC. | 88,434 | $4.08M | 0.9% | +2.4% | 3.495% | |
| 1/26/2026 | Ferguson Shapiro LLC | 68,543 | $3.16M | 1.0% | -42.1% | 2.709% | |
| 1/26/2026 | Washington Growth Strategies LLC | 25,319 | $1.17M | 0.8% | -4.6% | 1.001% | |
| 1/23/2026 | Farther Finance Advisors LLC | 96,770 | $4.46M | 0.0% | +1.8% | 3.825% | |
| 1/23/2026 | Assetmark Inc. | 44,244 | $2.04M | 0.0% | -37.9% | 1.749% | |
| 1/21/2026 | Guild Investment Management Inc. | 106,480 | $4.91M | 3.6% | +1.6% | 4.209% | |
| 11/17/2025 | Susquehanna International Group LLP | 10,672 | $477K | 0.0% | N/A | 0.400% | |
| 11/17/2025 | Kickstand Ventures LLC. | 86,342 | $3.86M | 0.8% | +4.3% | 3.234% | |
| 11/14/2025 | Raymond James Financial Inc. | 30,211 | $1.35M | 0.0% | -8.8% | 1.131% | |
| 11/10/2025 | Ferguson Shapiro LLC | 118,433 | $5.29M | 1.7% | +0.9% | 4.436% | |
| 11/6/2025 | Assetmark Inc. | 71,195 | $3.18M | 0.0% | +170.7% | 2.666% | |
| 11/5/2025 | Guild Investment Management Inc. | 104,777 | $4.68M | 3.7% | +2.1% | 3.924% | |
| 10/22/2025 | Washington Growth Strategies LLC | 26,528 | $1.18M | 0.8% | -28.4% | 0.994% | |
| 10/20/2025 | Accurate Wealth Management LLC | 10,194 | $459K | 0.1% | +37.6% | 0.382% | |
| 10/14/2025 | Farther Finance Advisors LLC | 95,070 | $4.25M | 0.1% | +2.7% | 3.561% | |
| 9/4/2025 | Osaic Holdings Inc. | 12,304 | $577K | 0.0% | +21.7% | 0.427% | |
| 8/15/2025 | MML Investors Services LLC | 104,452 | $5.03M | 0.0% | -7.9% | 3.627% | |
| 8/14/2025 | Jane Street Group LLC | 71,820 | $3.46M | 0.0% | -13.8% | 2.494% | |
| 8/14/2025 | Raymond James Financial Inc. | 33,111 | $1.60M | 0.0% | -71.0% | 1.150% | |
| 8/13/2025 | Flow Traders U.S. LLC | 14,106 | $680K | 0.0% | +98.1% | 0.490% | |
| 8/12/2025 | Prudential Financial Inc. | 5,000 | $241K | 0.0% | -41.2% | 0.174% | |
| 8/11/2025 | Perennial Investment Advisors LLC | 6,679 | $322K | 0.0% | -62.2% | 0.232% | |
| 8/8/2025 | SBI Securities Co. Ltd. | 10,239 | $493K | 0.0% | -4.2% | 0.356% | |
| 8/4/2025 | Assetmark Inc. | 26,300 | $1.27M | 0.0% | +30.7% | 0.915% | |
| 8/1/2025 | Ferguson Shapiro LLC | 117,363 | $5.66M | 1.9% | +1.9% | 4.082% | |
| 7/23/2025 | Guild Investment Management Inc. | 102,669 | $4.95M | 4.3% | +0.9% | 3.565% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 82,795 | $3.99M | 0.6% | N/A | 2.875% | |
| 7/22/2025 | Kickstand Ventures LLC. | 82,795 | $3.99M | 0.9% | +2.0% | 2.875% | |
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| 7/21/2025 | Washington Growth Strategies LLC | 37,050 | $1.79M | 1.4% | +86,062.8% | 1.286% | |
| 7/15/2025 | Accurate Wealth Management LLC | 7,411 | $351K | 0.1% | N/A | 0.258% | |
| 7/11/2025 | Farther Finance Advisors LLC | 92,530 | $4.46M | 0.1% | +186.4% | 3.218% | |
| 5/19/2025 | Jane Street Group LLC | 83,285 | $3.57M | 0.0% | +332.9% | 2.713% | |
| 5/15/2025 | OLD Mission Capital LLC | 185,237 | $7.94M | 0.1% | N/A | 6.034% | |
| 5/14/2025 | Lionsbridge Wealth Management LLC | 6,188 | $265K | 0.2% | -9.7% | 0.202% | |
| 5/13/2025 | Raymond James Financial Inc. | 114,117 | $4.89M | 0.0% | +1.5% | 3.717% | |
| 5/9/2025 | Kickstand Ventures LLC. | 81,150 | $3.48M | 0.9% | +8.9% | 2.643% | |
| 5/7/2025 | LPL Financial LLC | 91,526 | $3.92M | 0.0% | -40.7% | 2.981% | |
| 5/6/2025 | Assetmark Inc. | 20,123 | $863K | 0.0% | +24.6% | 0.655% | |
| 5/6/2025 | Guild Investment Management Inc. | 101,767 | $4.36M | 4.6% | +29.8% | 3.315% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 10,692 | $458K | 0.0% | +16.2% | 0.348% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 619 | $27K | 0.0% | +3,157.9% | 0.020% | |
| 4/24/2025 | Smart Portfolios LLC | 35,656 | $1.53M | 1.7% | +3.8% | 1.161% | |
| 4/23/2025 | Ferguson Shapiro LLC | 115,206 | $4.94M | 1.8% | +16.2% | 3.753% | |
| 4/14/2025 | Farther Finance Advisors LLC | 32,310 | $1.38M | 0.0% | +25.6% | 1.052% | |
| 4/14/2025 | Destiny Wealth Partners LLC | 59,917 | $2.57M | 0.4% | +11.4% | 1.952% | |
| 4/9/2025 | Flagstar Advisors Inc. | 11,540 | $495K | 0.1% | +71.3% | 0.376% | |
| 2/17/2025 | Bank of America Corp DE | 18,356 | $903K | 0.0% | +2,737.1% | 0.640% | |
| 2/14/2025 | Jane Street Group LLC | 19,240 | $946K | 0.0% | N/A | 0.670% | |
| 2/14/2025 | Two Sigma Securities LLC | 5,213 | $256K | 0.0% | N/A | 0.182% | |
| 2/14/2025 | MML Investors Services LLC | 127,430 | $6.27M | 0.0% | +79.1% | 4.440% | |
| 2/13/2025 | Raymond James Financial Inc. | 112,425 | $5.53M | 0.0% | N/A | 3.917% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 29,066 | $1.43M | 0.2% | +15.8% | 1.013% | |
| 2/13/2025 | Wells Fargo & Company MN | 3,938 | $194K | 0.0% | +9,276.2% | 0.137% | |
| 2/11/2025 | Prudential Financial Inc. | 11,400 | $561K | 0.0% | N/A | 0.397% | |
| 2/11/2025 | LPL Financial LLC | 154,438 | $7.60M | 0.0% | +4.8% | 5.381% | |
| 2/10/2025 | Farther Finance Advisors LLC | 25,725 | $1.27M | 0.0% | N/A | 0.896% | |
| 2/10/2025 | Smart Portfolios LLC | 34,337 | $1.69M | 1.8% | +113.2% | 1.196% | |
| 2/7/2025 | Guild Investment Management Inc. | 78,412 | $3.86M | 4.2% | -4.0% | 2.732% | |
| 2/6/2025 | Raymond James Financial Inc. | 112,425 | $5.53M | 0.0% | N/A | 3.917% | |
| 2/6/2025 | Assetmark Inc. | 16,148 | $794K | 0.0% | N/A | 0.563% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 9,202 | $453K | 0.0% | N/A | 0.321% | |
| 2/6/2025 | Jones Financial Companies Lllp | 20,092 | $988K | 0.0% | +25.8% | 0.700% | |
| 2/4/2025 | Avalon Capital Management | 29,840 | $1.47M | 0.5% | -1.9% | 1.040% | |
| 2/3/2025 | Flagstar Advisors Inc. | 6,735 | $331K | 0.1% | +23.1% | 0.235% | |
| 1/29/2025 | Kickstand Ventures LLC. | 74,495 | $3.66M | 0.9% | +10.0% | 2.596% | |
| 1/27/2025 | 1858 Wealth Management LLC | 18,054 | $888K | 0.7% | +17.9% | 0.629% | |
| 1/24/2025 | Destiny Wealth Partners LLC | 53,796 | $2.65M | 0.4% | +4.0% | 1.874% | |
| 1/23/2025 | Ferguson Shapiro LLC | 99,134 | $4.88M | 1.8% | +9.7% | 3.454% | |
| 1/22/2025 | DHK Financial Advisors Inc. | 26,694 | $1.31M | 0.8% | -9.4% | 0.930% | |
| 1/16/2025 | Lionsbridge Wealth Management LLC | 6,856 | $337K | 0.3% | -10.6% | 0.239% | |
| 11/15/2024 | MML Investors Services LLC | 71,168 | $3.89M | 0.0% | +16.0% | 2.480% | |
| 11/14/2024 | Flow Traders U.S. LLC | 28,877 | $1.58M | 0.1% | -39.3% | 1.006% | |
| 11/12/2024 | Flagstar Advisors Inc. | 5,472 | $299K | 0.1% | +13.9% | 0.191% | |
| 11/1/2024 | Lionsbridge Wealth Management LLC | 7,673 | $419K | 0.3% | N/A | 0.267% | |
| 10/31/2024 | Smart Portfolios LLC | 16,108 | $879K | 0.9% | -13.7% | 0.561% | |
| 10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 4,100 | $227K | 0.0% | -75.4% | 0.143% | |
| 10/22/2024 | Private Advisor Group LLC | 5,485 | $299K | 0.0% | N/A | 0.191% | |
| 10/18/2024 | Raymond James & Associates | 115,088 | $6.28M | 0.0% | +9.9% | 4.010% | |
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| 10/9/2024 | Ferguson Shapiro LLC | 90,386 | $4.94M | 1.8% | -5.9% | 3.149% | |
| 10/9/2024 | Guild Investment Management Inc. | 81,720 | $4.46M | 4.7% | -2.4% | 2.847% | |
| 8/14/2024 | Bank of Montreal Can | 11,514 | $586K | 0.0% | +82,142.9% | 0.401% | |
| 8/13/2024 | ASB Consultores LLC | 5,000 | $254K | 0.1% | N/A | 0.174% | |
| 8/10/2024 | Perennial Investment Advisors LLC | 15,665 | $796K | 0.1% | +27.7% | 0.546% | |
| 8/2/2024 | Ferguson Shapiro LLC | 96,064 | $4.88M | 1.9% | -6.2% | 3.347% | |
| 7/25/2024 | Destiny Wealth Partners LLC | 68,692 | $3.49M | 0.6% | N/A | 2.393% | |
| 7/24/2024 | Avalon Capital Management | 31,806 | $1.62M | 0.5% | N/A | 1.108% | |
| 7/19/2024 | Raymond James & Associates | 104,765 | $5.32M | 0.0% | +7.3% | 3.650% | |
| 7/19/2024 | 1858 Wealth Management LLC | 15,465 | $786K | 0.7% | -1.8% | 0.539% | |