| 7/8/2026 | Cultivar Capital Inc. | 140,091 | $9.61M | 6.2% | -0.8% | 3.220% | |
| 5/19/2026 | NewEdge Advisors LLC | 3,418 | $248K | 0.0% | -7.6% | 0.079% | |
| 5/19/2026 | Bank of America Corp DE | 47,754 | $3.46M | 0.0% | +158.6% | 1.111% | |
| 5/18/2026 | Royal Bank of Canada | 17,741 | $1.29M | 0.0% | +47.0% | 0.413% | |
| 5/13/2026 | Cetera Investment Advisers | 571,312 | $41.40M | 0.0% | -5.6% | 13.286% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 130,627 | $9.47M | 0.7% | +44.0% | 3.038% | |
| 5/5/2026 | Advisors Preferred LLC | 2,250 | $163K | 0.0% | -17.2% | 0.052% | |
| 5/2/2026 | Castleview Partners LLC | 2,879 | $209K | 0.1% | N/A | 0.067% | |
| 4/30/2026 | IAG Wealth Partners LLC | 253,095 | $18.34M | 2.0% | -22.6% | 5.886% | |
| 4/28/2026 | Ascentis Independent Advisors | 1,395 | $101K | 0.0% | N/A | 0.032% | |
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| 4/23/2026 | Horizon Advisory Services Inc. | 7,558 | $548K | 0.3% | -3.7% | 0.176% | |
| 2/18/2026 | NewEdge Advisors LLC | 3,698 | $222K | 0.0% | +1,175.2% | 0.097% | |
| 2/17/2026 | Cetera Investment Advisers | 605,102 | $36.39M | 0.0% | +1.5% | 15.924% | |
| 2/17/2026 | Osaic Holdings Inc. | 4,827 | $290K | 0.0% | +7.7% | 0.127% | |
| 2/17/2026 | &PARTNERS | 10,940 | $658K | 0.0% | N/A | 0.288% | |
| 2/17/2026 | Royal Bank of Canada | 12,072 | $726K | 0.0% | +11.6% | 0.318% | |
| 2/16/2026 | Arax Advisory Partners | 1,616 | $97K | 0.0% | N/A | 0.043% | |
| 2/13/2026 | Van ECK Associates Corp | 140,349 | $8.44M | 0.0% | N/A | 3.693% | |
| 2/13/2026 | Wells Fargo & Company MN | 14,176 | $853K | 0.0% | -37.8% | 0.373% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 7,569 | $455K | 0.0% | +179.0% | 0.199% | |
| 2/12/2026 | Peterson Wealth Services | 2,742 | $165K | 0.0% | +253.8% | 0.072% | |
| 2/11/2026 | LPL Financial LLC | 70,019 | $4.21M | 0.0% | +173.8% | 1.843% | |
| 2/10/2026 | IAG Wealth Partners LLC | 326,814 | $19.66M | 2.3% | -3.5% | 8.600% | |
| 2/6/2026 | Evoke Wealth LLC | 3,486 | $210K | 0.0% | N/A | 0.092% | |
| 2/6/2026 | Nano Cap New Millennium Growth Fund L P | 1,500 | $90K | 0.1% | N/A | 0.039% | |
| 2/6/2026 | IFP Advisors Inc | 537 | $32K | 0.0% | N/A | 0.014% | |
| 2/6/2026 | Northbridge Financial Group LLC | 7,702 | $463K | 0.2% | N/A | 0.203% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 700 | $42K | 0.0% | N/A | 0.018% | |
| 2/3/2026 | Morton Capital Management LLC CA | 394,182 | $23.71M | 3.6% | -1.2% | 10.950% | |
| 2/2/2026 | Advisors Preferred LLC | 2,716 | $166K | 0.0% | N/A | 0.075% | |
| 1/29/2026 | Horizon Advisory Services Inc. | 7,850 | $472K | 0.2% | +7.4% | 0.218% | |
| 1/23/2026 | Farther Finance Advisors LLC | 4,210 | $253K | 0.0% | +42.7% | 0.117% | |
| 1/16/2026 | Beaumont Financial Advisors LLC | 90,730 | $5.46M | 0.4% | N/A | 2.520% | |
| 1/14/2026 | Global View Capital Management LLC | 4,164 | $250K | 0.0% | N/A | 0.116% | |
| 1/9/2026 | Cultivar Capital Inc. | 140,226 | $8.43M | 5.4% | -0.8% | 4.124% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 26,012 | $1.49M | 0.0% | -3.0% | 0.788% | |
| 11/17/2025 | Flow Traders U.S. LLC | 36,491 | $2.08M | 0.1% | +30.1% | 1.106% | |
| 11/17/2025 | Bank of America Corp DE | 19,391 | $1.11M | 0.0% | +91.2% | 0.588% | |
| 11/13/2025 | UBS Group AG | 18,275 | $1.04M | 0.0% | -2.9% | 0.554% | |
| 11/12/2025 | Entrewealth LLC | 3,867 | $221K | 0.1% | N/A | 0.117% | |
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| 11/12/2025 | IAG Wealth Partners LLC | 338,507 | $19.32M | 2.3% | +0.5% | 10.258% | |
| 11/5/2025 | Austin Wealth Management LLC | 15,050 | $857K | 0.1% | +6.5% | 0.456% | |
| 11/5/2025 | Firestone Capital Management | 5,237 | $299K | 0.1% | -26.6% | 0.159% | |
| 11/4/2025 | Peterson Wealth Services | 775 | $44K | 0.0% | -71.2% | 0.023% | |
| 11/4/2025 | Jones Financial Companies Lllp | 3,634 | $208K | 0.0% | -7.8% | 0.110% | |
| 10/24/2025 | Macroview Investment Management LLC | 5,316 | $303K | 0.2% | -6.3% | 0.161% | |
| 10/24/2025 | Morton Capital Management LLC CA | 399,026 | $22.78M | 3.7% | -1.9% | 12.667% | |
| 10/15/2025 | Horizon Advisory Services Inc. | 7,306 | $417K | 0.2% | +8.3% | 0.232% | |
| 10/14/2025 | Farther Finance Advisors LLC | 2,950 | $168K | 0.0% | +34.1% | 0.094% | |
| 10/14/2025 | Cultivar Capital Inc. | 141,291 | $8.07M | 5.4% | -1.6% | 4.485% | |
| 10/10/2025 | Flputnam Investment Management Co. | 6,336 | $362K | 0.0% | -57.3% | 0.208% | |
| 10/10/2025 | Focus Financial Network Inc. | 5,057 | $289K | 0.0% | +16.7% | 0.166% | |
| 8/15/2025 | Bank of America Corp DE | 10,143 | $527K | 0.0% | -15.6% | 0.333% | |
| 8/14/2025 | Jane Street Group LLC | 9,846 | $512K | 0.0% | -47.4% | 0.323% | |
| 8/13/2025 | Flow Traders U.S. LLC | 28,057 | $1.46M | 0.1% | -22.1% | 0.920% | |
| 8/13/2025 | Baird Financial Group Inc. | 46,865 | $2.44M | 0.0% | -1.0% | 1.537% | |
| 8/13/2025 | IAG Wealth Partners LLC | 336,856 | $17.50M | 2.3% | +3.8% | 11.044% | |
| 8/8/2025 | Firestone Capital Management | 7,137 | $371K | 0.1% | N/A | 0.234% | |
| 8/8/2025 | Cetera Investment Advisers | 623,285 | $32.38M | 0.1% | +1.2% | 20.436% | |
| 8/8/2025 | Austin Wealth Management LLC | 14,133 | $741K | 0.1% | N/A | 0.463% | |
| 7/23/2025 | Horizon Advisory Services Inc. | 6,746 | $351K | 0.2% | +5.5% | 0.221% | |
| 7/23/2025 | Morton Capital Management LLC CA | 406,686 | $21.13M | 3.7% | -4.0% | 13.334% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,200 | $114K | 0.0% | N/A | 0.072% | |
| 7/10/2025 | Focus Financial Network Inc. | 4,332 | $225K | 0.0% | -18.9% | 0.142% | |
| 7/8/2025 | Cultivar Capital Inc. | 143,609 | $7.46M | 5.4% | +5.0% | 4.708% | |
| 5/19/2025 | Jane Street Group LLC | 18,713 | $932K | 0.0% | +90.2% | 0.614% | |
| 5/16/2025 | Jones Financial Companies Lllp | 31,202 | $1.55M | 0.0% | +1,814.2% | 1.023% | |
| 5/15/2025 | Flputnam Investment Management Co. | 21,522 | $1.07M | 0.0% | N/A | 0.706% | |
| 5/15/2025 | Royal Bank of Canada | 11,048 | $550K | 0.0% | -31.9% | 0.362% | |
| 5/15/2025 | Baird Financial Group Inc. | 47,350 | $2.36M | 0.0% | +0.8% | 1.552% | |
| 5/14/2025 | Flow Traders U.S. LLC | 36,007 | $1.79M | 0.1% | N/A | 1.181% | |
| 5/7/2025 | LPL Financial LLC | 28,458 | $1.42M | 0.0% | -31.7% | 0.933% | |
| 5/6/2025 | Cetera Investment Advisers | 616,159 | $30.69M | 0.1% | +16.2% | 20.202% | |
| 5/1/2025 | Horizon Advisory Services Inc. | 6,397 | $319K | 0.2% | +10.8% | 0.210% | |
| 4/29/2025 | Macroview Investment Management LLC | 5,675 | $283K | 0.3% | -40.0% | 0.186% | |
| 4/23/2025 | Pure Financial Advisors LLC | 6,047 | $301K | 0.0% | -20.9% | 0.198% | |
| 4/23/2025 | Spire Wealth Management | 505 | $25K | 0.0% | -67.1% | 0.017% | |
| 4/21/2025 | ORG Partners LLC | 1,614 | $81K | 0.0% | -86.8% | 0.053% | |
| 4/18/2025 | Cultivar Capital Inc. | 136,788 | $6.81M | 5.5% | +1.4% | 4.485% | |
| 4/17/2025 | Morton Capital Management LLC CA | 423,626 | $21.10M | 4.1% | -1.9% | 13.889% | |
| 4/16/2025 | IAG Wealth Partners LLC | 324,637 | $16.17M | 2.5% | +3.1% | 10.644% | |
| 4/15/2025 | Focus Financial Network Inc. | 5,344 | $266K | 0.0% | -29.8% | 0.175% | |
| 2/17/2025 | Cetera Investment Advisers | 530,152 | $24.18M | 0.1% | +0.7% | 24.098% | |
| 2/17/2025 | Baird Financial Group Inc. | 46,988 | $2.14M | 0.0% | +5.6% | 2.136% | |
| 2/17/2025 | Bank of America Corp DE | 12,985 | $592K | 0.0% | +2.4% | 0.590% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 26,814 | $1.22M | 0.0% | -83.3% | 1.219% | |
| 2/14/2025 | Jane Street Group LLC | 9,839 | $449K | 0.0% | -74.9% | 0.447% | |
| 2/14/2025 | Firestone Capital Management | 7,137 | $325K | 0.1% | N/A | 0.324% | |
| 2/13/2025 | Raymond James Financial Inc. | 11,269 | $514K | 0.0% | N/A | 0.512% | |
| 2/13/2025 | Wells Fargo & Company MN | 34,802 | $1.59M | 0.0% | -4.3% | 1.582% | |
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| 2/11/2025 | LPL Financial LLC | 41,650 | $1.90M | 0.0% | -6.5% | 1.893% | |
| 2/10/2025 | Harbour Investments Inc. | 1,736 | $79K | 0.0% | -13.5% | 0.079% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 6,083 | $277K | 0.0% | -13.1% | 0.277% | |
| 2/10/2025 | IAG Wealth Partners LLC | 314,902 | $14.36M | 2.5% | +10.3% | 14.314% | |
| 2/6/2025 | Raymond James Financial Inc. | 11,269 | $514K | 0.0% | N/A | 0.512% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,630 | $74K | 0.0% | +38.3% | 0.074% | |
| 2/4/2025 | Horizon Advisory Services Inc. | 5,772 | $263K | 0.2% | +20.1% | 0.262% | |
| 1/31/2025 | Macroview Investment Management LLC | 9,454 | $431K | 0.4% | -16.7% | 0.430% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 12,085 | $551K | 0.0% | N/A | 0.549% | |
| 1/29/2025 | Focus Financial Network Inc. | 7,608 | $347K | 0.0% | -12.8% | 0.346% | |