| 6/18/2026 | Western Wealth Management LLC | 2,990 | $128K | 0.0% | -26.5% | 0.081% | |
| 6/3/2026 | Parallel Advisors LLC | 1,475 | $63K | 0.0% | +195.0% | 0.040% | |
| 5/19/2026 | Western Wealth Management LLC | 2,990 | $128K | 0.0% | -26.5% | 0.081% | |
| 5/19/2026 | Arkadios Wealth Advisors | 6,111 | $262K | 0.0% | -36.8% | 0.165% | |
| 5/18/2026 | Royal Bank of Canada | 41,543 | $1.78M | 0.0% | +9.3% | 1.123% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 184,216 | $7.88M | 0.0% | -17.2% | 4.979% | |
| 5/7/2026 | Parallel Advisors LLC | 1,475 | $63K | 0.0% | +195.0% | 0.040% | |
| 5/5/2026 | Wealthfront Advisers LLC | 9,792 | $419K | 0.0% | +10.3% | 0.265% | |
| 5/4/2026 | Y.D. More Investments Ltd | 800 | $33K | 0.0% | N/A | 0.022% | |
| 5/1/2026 | Fifth Third Bancorp | 1,090 | $47K | 0.0% | N/A | 0.029% | |
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| 4/28/2026 | Northstar Group Inc. | 21,496 | $920K | 0.1% | -14.7% | 0.581% | |
| 2/17/2026 | Cetera Investment Advisers | 14,617 | $761K | 0.0% | -3.7% | 0.361% | |
| 2/17/2026 | Osaic Holdings Inc. | 20,197 | $1.05M | 0.0% | -3.9% | 0.499% | |
| 2/17/2026 | Royal Bank of Canada | 38,003 | $1.98M | 0.0% | -1.8% | 0.938% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,808 | $94K | 0.0% | N/A | 0.045% | |
| 2/13/2026 | Arkadios Wealth Advisors | 9,666 | $503K | 0.0% | -4.0% | 0.239% | |
| 2/12/2026 | Jane Street Group LLC | 29,671 | $1.54M | 0.0% | +37.3% | 0.733% | |
| 2/12/2026 | Financial Engines Advisors L.L.C. | 62,912 | $3.27M | 0.0% | +7.7% | 1.553% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 15,244 | $793K | 0.0% | -18.2% | 0.376% | |
| 2/12/2026 | Tocqueville Asset Management L.P. | 13,310 | $693K | 0.0% | N/A | 0.329% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 567 | $30K | 0.0% | +467.0% | 0.014% | |
| 2/12/2026 | Bank of Montreal Can | 24,033 | $1.25M | 0.0% | +1,242.6% | 0.593% | |
| 2/11/2026 | LPL Financial LLC | 54,174 | $2.82M | 0.0% | -13.6% | 1.338% | |
| 2/11/2026 | Parallel Advisors LLC | 500 | $26K | 0.0% | N/A | 0.012% | |
| 2/11/2026 | Prudential PLC | 34,710 | $1.81M | 0.0% | -20.4% | 0.857% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 222,457 | $11.58M | 0.0% | -19.2% | 5.493% | |
| 2/4/2026 | Biltmore Family Office LLC | 46,831 | $2.44M | 0.3% | -6.3% | 1.156% | |
| 1/30/2026 | SOL Capital Management CO | 18,417 | $958K | 0.1% | +88.1% | 0.455% | |
| 1/30/2026 | Wealthfront Advisers LLC | 8,875 | $462K | 0.0% | +5.0% | 0.219% | |
| 1/30/2026 | Exencial Wealth Advisors LLC | 5,921 | $308K | 0.0% | +3.6% | 0.146% | |
| 1/28/2026 | United Asset Strategies Inc. | 6,308 | $328K | 0.0% | N/A | 0.156% | |
| 1/26/2026 | CWM LLC | 5,801 | $302K | 0.0% | -32.3% | 0.141% | |
| 1/21/2026 | Prime Capital Investment Advisors LLC | 14,512 | $755K | 0.0% | -12.3% | 0.354% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 6,129 | $319K | 0.0% | -10.3% | 0.149% | |
| 1/7/2026 | Everhart Financial Group Inc. | 13,870 | $722K | 0.1% | N/A | 0.330% | |
| 1/5/2026 | Miller Global Investments LLC | 996 | $52K | 0.0% | N/A | 0.024% | |
| 1/5/2026 | Union Bancaire Privee UBP SA | 964 | $51K | 0.0% | N/A | 0.023% | |
| 11/18/2025 | Advisory Services Network LLC | 739 | $42K | 0.0% | N/A | 0.017% | |
| 11/17/2025 | Financial Engines Advisors L.L.C. | 58,421 | $3.34M | 0.0% | -1.1% | 1.343% | |
| 11/17/2025 | Susquehanna International Group LLP | 40,308 | $2.30M | 0.0% | -39.2% | 0.927% | |
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| 11/17/2025 | Flow Traders U.S. LLC | 21,739 | $1.24M | 0.1% | -26.7% | 0.500% | |
| 11/17/2025 | Focus Partners Wealth | 12,258 | $700K | 0.0% | +28.2% | 0.282% | |
| 11/14/2025 | Raymond James Financial Inc. | 11,811 | $674K | 0.0% | -22.7% | 0.272% | |
| 11/14/2025 | Diligent Investors LLC | 4,195 | $240K | 0.1% | -9.7% | 0.096% | |
| 11/14/2025 | Prudential PLC | 43,610 | $2.49M | 0.0% | -39.9% | 1.003% | |
| 11/12/2025 | Sava Penzisko Drushtvo A.D. Skopje | 153,569 | $8.77M | 2.9% | N/A | 3.530% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 275,468 | $15.73M | 0.0% | -2.9% | 6.333% | |
| 11/6/2025 | Wedbush Securities Inc. | 3,652 | $209K | 0.0% | -24.7% | 0.084% | |
| 11/6/2025 | Wealthfront Advisers LLC | 8,455 | $483K | 0.0% | +3.8% | 0.194% | |
| 11/6/2025 | Oppenheimer & Co. Inc. | 12,522 | $715K | 0.0% | -3.1% | 0.288% | |
| 11/5/2025 | Flagship Harbor Advisors LLC | 6,833 | $390K | 0.0% | -7.6% | 0.157% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 4,561 | $260K | 0.0% | N/A | 0.105% | |
| 11/3/2025 | Florin Court Capital LLP | 8,591 | $491K | 0.4% | -40.1% | 0.197% | |
| 10/31/2025 | B. Riley Wealth Advisors Inc. | 4,175 | $238K | 0.0% | N/A | 0.094% | |
| 10/31/2025 | Biltmore Family Office LLC | 49,975 | $2.85M | 0.4% | +3.3% | 1.123% | |
| 10/29/2025 | SOL Capital Management CO | 9,792 | $559K | 0.1% | -5.5% | 0.218% | |
| 10/21/2025 | NTV Asset Management LLC | 9,212 | $526K | 0.1% | -2.1% | 0.205% | |
| 9/4/2025 | Osaic Holdings Inc. | 15,129 | $907K | 0.0% | +36.8% | 0.315% | |
| 8/14/2025 | Jane Street Group LLC | 21,500 | $1.29M | 0.0% | +88.6% | 0.448% | |
| 8/14/2025 | Raymond James Financial Inc. | 15,278 | $915K | 0.0% | -6.7% | 0.318% | |
| 8/13/2025 | Flow Traders U.S. LLC | 29,675 | $1.78M | 0.1% | +41.3% | 0.618% | |
| 8/13/2025 | CW Advisors LLC | 12,440 | $745K | 0.0% | N/A | 0.259% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 705 | $41K | 0.0% | N/A | 0.015% | |
| 8/12/2025 | Prudential PLC | 72,610 | $4.35M | 0.0% | +226.9% | 1.513% | |
| 8/8/2025 | Cetera Investment Advisers | 15,225 | $912K | 0.0% | -4.4% | 0.317% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 283,676 | $17.00M | 0.0% | -13.1% | 5.910% | |
| 8/6/2025 | Florin Court Capital LLP | 14,335 | $859K | 0.9% | +25.7% | 0.299% | |
| 8/6/2025 | Wedbush Securities Inc. | 4,852 | $291K | 0.0% | -19.4% | 0.101% | |
| 8/4/2025 | Arkadios Wealth Advisors | 10,247 | $614K | 0.0% | -2.3% | 0.213% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 7,393 | $443K | 0.0% | -12.8% | 0.154% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 5,617 | $337K | 0.0% | -19.3% | 0.117% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 4,778 | $286K | 0.0% | -4.4% | 0.100% | |
| 7/30/2025 | Advantage Trust Co | 2,850 | $171K | 0.1% | N/A | 0.059% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 13,896 | $833K | 0.0% | -9.2% | 0.290% | |
| 7/24/2025 | Blair William & Co. IL | 6,115 | $366K | 0.0% | -7.0% | 0.127% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 16,654 | $998K | 0.0% | -16.6% | 0.343% | |
| 7/22/2025 | Diligent Investors LLC | 4,645 | $278K | 0.1% | -40.0% | 0.096% | |
| 7/14/2025 | Sowell Financial Services LLC | 39,463 | $2.37M | 0.1% | N/A | 0.814% | |
| 7/9/2025 | Bank of New Hampshire | 1,110 | $67K | 0.0% | -53.9% | 0.023% | |
| 5/20/2025 | Focus Partners Wealth | 8,977 | $478K | 0.0% | -14.5% | 0.121% | |
| 5/19/2025 | Jane Street Group LLC | 11,399 | $607K | 0.0% | -40.0% | 0.154% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 4,197 | $223K | 0.0% | N/A | 0.057% | |
| 5/16/2025 | Concorde Asset Management LLC | 4,460 | $230K | 0.1% | -16.3% | 0.060% | |
| 5/16/2025 | Banque Transatlantique SA | 9,532 | $469K | 0.0% | N/A | 0.129% | |
| 5/15/2025 | Royal Bank of Canada | 42,996 | $2.29M | 0.0% | -2.3% | 0.581% | |
| 5/14/2025 | Flow Traders U.S. LLC | 21,007 | $1.12M | 0.0% | -54.8% | 0.284% | |
| 5/13/2025 | Cookson Peirce & Co. Inc. | 4,999 | $266K | 0.0% | -3.7% | 0.068% | |
| 5/13/2025 | Prudential PLC | 22,210 | $1.18M | 0.0% | +10.4% | 0.300% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 55,837 | $2.97M | 0.0% | -2.5% | 0.755% | |
| 5/12/2025 | Biltmore Family Office LLC | 48,234 | $2.57M | 0.4% | -1.2% | 0.652% | |
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| 5/12/2025 | Florin Court Capital LLP | 11,406 | $607K | 0.6% | -61.3% | 0.154% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 5,500 | $295K | 0.0% | N/A | 0.074% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 6,957 | $370K | 0.0% | -2.7% | 0.094% | |
| 5/9/2025 | Blair William & Co. IL | 6,575 | $350K | 0.0% | +7.5% | 0.089% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 326,369 | $17.37M | 0.0% | -0.2% | 4.410% | |
| 5/8/2025 | Arkadios Wealth Advisors | 10,491 | $558K | 0.0% | N/A | 0.142% | |
| 5/8/2025 | Banque Cantonale Vaudoise | 725 | $39K | 0.0% | N/A | 0.010% | |
| 5/7/2025 | LPL Financial LLC | 93,846 | $4.99M | 0.0% | -1.9% | 1.268% | |
| 5/6/2025 | Cetera Investment Advisers | 15,932 | $848K | 0.0% | -1.5% | 0.215% | |
| 5/6/2025 | Wedbush Securities Inc. | 6,017 | $320K | 0.0% | -11.1% | 0.081% | |