| 9/9/2026 | Integrated Wealth Concepts LLC | 2,717 | $104K | 0.0% | N/A | 0.073% | |
| 7/2/2026 | CX Institutional | 25,967 | $989K | 0.0% | -2.8% | 0.702% | |
| 5/19/2026 | Western Wealth Management LLC | 1,099 | $42K | 0.0% | N/A | 0.030% | |
| 5/19/2026 | Bank of America Corp DE | 75,358 | $2.90M | 0.0% | -9.6% | 2.037% | |
| 5/18/2026 | Royal Bank of Canada | 10,777 | $414K | 0.0% | -9.5% | 0.291% | |
| 5/13/2026 | Cetera Investment Advisers | 17,911 | $690K | 0.0% | -24.5% | 0.484% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 192,390 | $7.41M | 0.0% | -44.9% | 5.200% | |
| 5/5/2026 | Wealthfront Advisers LLC | 12,834 | $494K | 0.0% | -6.4% | 0.347% | |
| 5/4/2026 | One Wealth Map LLC | 31,947 | $1.23M | 0.5% | -1.8% | 0.863% | |
| 4/30/2026 | Kestra Advisory Services LLC | 15,678 | $604K | 0.0% | -1.8% | 0.424% | |
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| 2/17/2026 | Cetera Investment Advisers | 23,713 | $899K | 0.0% | -2.9% | 0.593% | |
| 2/17/2026 | Osaic Holdings Inc. | 5,639 | $214K | 0.0% | +7.1% | 0.141% | |
| 2/13/2026 | Kestra Advisory Services LLC | 15,967 | $606K | 0.0% | -21.9% | 0.399% | |
| 2/13/2026 | Wells Fargo & Company MN | 9,042 | $343K | 0.0% | -4.6% | 0.226% | |
| 2/12/2026 | Jane Street Group LLC | 23,315 | $884K | 0.0% | -47.2% | 0.583% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 18,526 | $703K | 0.0% | -13.2% | 0.463% | |
| 2/12/2026 | Bank of Montreal Can | 740 | $28K | 0.0% | -47.9% | 0.019% | |
| 2/12/2026 | WealthSpring Partners LLC | 5,654 | $214K | 0.2% | N/A | 0.141% | |
| 2/11/2026 | Strategic Advocates LLC | 38,442 | $1.48M | 0.4% | -4.5% | 0.961% | |
| 2/11/2026 | LPL Financial LLC | 53,106 | $2.01M | 0.0% | -9.1% | 1.328% | |
| 2/9/2026 | Harbour Investments Inc. | 957 | $36K | 0.0% | -29.0% | 0.024% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 349,272 | $13.25M | 0.0% | -5.7% | 8.732% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 48,544 | $1.84M | 0.0% | +5,617.8% | 1.214% | |
| 2/4/2026 | Biltmore Family Office LLC | 38,361 | $1.46M | 0.2% | +8.3% | 0.959% | |
| 2/4/2026 | One Wealth Map LLC | 32,544 | $1.23M | 0.6% | +8.8% | 0.814% | |
| 11/26/2025 | Strategic Advocates LLC | 40,255 | $1.48M | 0.4% | -7.0% | 0.915% | |
| 11/17/2025 | Susquehanna International Group LLP | 53,033 | $1.95M | 0.0% | +21.2% | 1.205% | |
| 11/17/2025 | Citadel Advisors LLC | 113,837 | $4.17M | 0.0% | +7.8% | 2.587% | |
| 11/17/2025 | Bank of America Corp DE | 87,893 | $3.22M | 0.0% | -4.1% | 1.998% | |
| 11/17/2025 | Ameriprise Financial Inc. | 25,681 | $942K | 0.0% | -31.2% | 0.584% | |
| 11/14/2025 | Creative Planning | 8,092 | $297K | 0.0% | +14.0% | 0.184% | |
| 11/13/2025 | UBS Group AG | 54,704 | $2.01M | 0.0% | +10.2% | 1.243% | |
| 11/12/2025 | One Wealth Map LLC | 29,918 | $1.16M | 0.6% | -8.0% | 0.680% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 370,256 | $13.58M | 0.0% | -8.2% | 8.415% | |
| 11/6/2025 | Wealthfront Advisers LLC | 13,721 | $503K | 0.0% | -14.1% | 0.312% | |
| 11/4/2025 | Jones Financial Companies Lllp | 10,848 | $397K | 0.0% | +33.3% | 0.247% | |
| 11/3/2025 | Florin Court Capital LLP | 36,821 | $1.35M | 1.1% | N/A | 0.837% | |
| 10/23/2025 | Moran Wealth Management LLC | 28,758 | $1.06M | 0.0% | +71.6% | 0.639% | |
| 10/23/2025 | CX Institutional | 27,025 | $991K | 0.0% | -10.2% | 0.601% | |
| 10/22/2025 | Accordant Advisory Group Inc | 85,354 | $3.13M | 2.1% | +0.4% | 1.897% | |
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| 10/9/2025 | U.S. Capital Wealth Advisors LLC | 16,824 | $617K | 0.0% | -20.6% | 0.374% | |
| 8/15/2025 | Bank of America Corp DE | 91,620 | $2.80M | 0.0% | -10.0% | 1.992% | |
| 8/15/2025 | Ameriprise Financial Inc. | 37,327 | $1.14M | 0.0% | -27.9% | 0.811% | |
| 8/14/2025 | Jane Street Group LLC | 55,813 | $1.71M | 0.0% | -38.0% | 1.213% | |
| 8/14/2025 | Raymond James Financial Inc. | 3,906 | $119K | 0.0% | N/A | 0.085% | |
| 8/13/2025 | Kilter Group LLC | 1,000 | $31K | 0.0% | N/A | 0.022% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 810 | $25K | 0.0% | -54.5% | 0.018% | |
| 8/12/2025 | Accordant Advisory Group Inc | 85,015 | $2.60M | 1.9% | N/A | 1.848% | |
| 8/8/2025 | Smithfield Trust Co | 1,135 | $35K | 0.0% | N/A | 0.025% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 403,324 | $12.33M | 0.0% | -13.1% | 8.768% | |
| 8/1/2025 | Biltmore Family Office LLC | 35,522 | $1.09M | 0.2% | -1.0% | 0.772% | |
| 7/31/2025 | Wealthfront Advisers LLC | 15,981 | $489K | 0.0% | -16.2% | 0.347% | |
| 7/28/2025 | Moran Wealth Management LLC | 16,758 | $512K | 0.0% | N/A | 0.364% | |
| 7/23/2025 | H&H Retirement Design & Management INC | 32,505 | $1.10M | 0.6% | +6.5% | 0.707% | |
| 7/16/2025 | CX Institutional | 30,078 | $920K | 0.0% | -45.7% | 0.654% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 21,191 | $648K | 0.0% | +9.7% | 0.441% | |
| 7/11/2025 | CX Institutional | 30,078 | $920K | 0.0% | -45.7% | 0.627% | |
| 7/8/2025 | Strategic Advocates LLC | 43,296 | $1.32M | 0.4% | -2.9% | 0.902% | |
| 5/19/2025 | Jane Street Group LLC | 90,010 | $2.63M | 0.0% | -15.8% | 1.875% | |
| 5/16/2025 | Jones Financial Companies Lllp | 26,318 | $769K | 0.0% | +237.6% | 0.548% | |
| 5/15/2025 | Royal Bank of Canada | 12,460 | $364K | 0.0% | +5.3% | 0.260% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,779 | $52K | 0.0% | -94.2% | 0.037% | |
| 5/13/2025 | HighTower Advisors LLC | 9,285 | $271K | 0.0% | -10.8% | 0.193% | |
| 5/12/2025 | Florin Court Capital LLP | 13,385 | $391K | 0.4% | N/A | 0.279% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 464,036 | $13.56M | 0.0% | -0.2% | 9.667% | |
| 5/8/2025 | Strategic Advocates LLC | 44,606 | $1.30M | 0.5% | +32.0% | 0.929% | |
| 5/8/2025 | Harbour Investments Inc. | 1,287 | $38K | 0.0% | -35.5% | 0.027% | |
| 5/7/2025 | LPL Financial LLC | 59,150 | $1.73M | 0.0% | -7.0% | 1.232% | |
| 5/6/2025 | Cetera Investment Advisers | 24,819 | $725K | 0.0% | -7.2% | 0.517% | |
| 5/2/2025 | Wealthfront Advisers LLC | 19,081 | $558K | 0.0% | +9.0% | 0.398% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 19,320 | $565K | 0.0% | +29.3% | 0.403% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 7,890 | $231K | 0.0% | -20.5% | 0.164% | |
| 4/15/2025 | CX Institutional | 55,347 | $1.62M | 0.1% | -67.3% | 1.085% | |
| 4/9/2025 | NBC Securities Inc. | 1,730 | $50K | 0.0% | +172,900.0% | 0.034% | |
| 2/17/2025 | Cetera Investment Advisers | 26,734 | $781K | 0.0% | -5.0% | 0.338% | |
| 2/17/2025 | Bank of America Corp DE | 112,484 | $3.29M | 0.0% | -26.9% | 1.424% | |
| 2/17/2025 | Ameriprise Financial Inc. | 62,476 | $1.84M | 0.0% | -15.7% | 0.791% | |
| 2/14/2025 | Jane Street Group LLC | 106,925 | $3.13M | 0.0% | +332.5% | 1.353% | |
| 2/14/2025 | Susquehanna International Group LLP | 59,169 | $1.73M | 0.0% | +277.5% | 0.749% | |
| 2/13/2025 | Mariner LLC | 11,161 | $326K | 0.0% | -8.2% | 0.141% | |
| 2/13/2025 | Bank of Montreal Can | 1,420 | $42K | 0.0% | -65.1% | 0.018% | |
| 2/13/2025 | Wells Fargo & Company MN | 27,803 | $813K | 0.0% | +119.7% | 0.352% | |
| 2/12/2025 | Biltmore Family Office LLC | 35,891 | $1.05M | 0.2% | -20.9% | 0.454% | |
| 2/11/2025 | LPL Financial LLC | 63,613 | $1.86M | 0.0% | -19.2% | 0.805% | |
| 2/11/2025 | HUB Investment Partners LLC | 12,431 | $363K | 0.0% | -21.2% | 0.157% | |
| 2/10/2025 | Tocqueville Asset Management L.P. | 40,150 | $1.17M | 0.0% | N/A | 0.508% | |
| 2/10/2025 | Harbour Investments Inc. | 1,994 | $58K | 0.0% | -37.1% | 0.025% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 35,701 | $1.04M | 0.0% | -27.0% | 0.452% | |
| 2/7/2025 | HighTower Advisors LLC | 10,408 | $304K | 0.0% | -17.0% | 0.132% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 465,172 | $13.60M | 0.0% | -0.3% | 5.888% | |
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| 2/6/2025 | Jones Financial Companies Lllp | 7,796 | $228K | 0.0% | +972.4% | 0.099% | |
| 2/3/2025 | Laidlaw Wealth Management LLC | 16,429 | $480K | 0.2% | -3.3% | 0.208% | |
| 1/28/2025 | Apollon Wealth Management LLC | 7,622 | $223K | 0.0% | +11.2% | 0.096% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 1,597 | $47K | 0.0% | -36.0% | 0.020% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 14,941 | $437K | 0.0% | N/A | 0.189% | |
| 1/23/2025 | Strategic Advocates LLC | 33,799 | $988K | 0.3% | +39.7% | 0.428% | |
| 1/21/2025 | CX Institutional | 169,476 | $4.95M | 0.2% | +22.2% | 2.145% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,233 | $39K | 0.0% | +476.2% | 0.016% | |
| 11/15/2024 | National Bank of Canada FI | 2,083 | $66K | 0.0% | +78.6% | 0.026% | |
| 11/15/2024 | Jane Street Group LLC | 24,725 | $785K | 0.0% | -72.6% | 0.313% | |