| 10/14/2026 | Ulland Investment Advisors LLC | 1,615 | $143K | 0.1% | +32.9% | 0.065% | |
| 10/8/2026 | Gradient Investments LLC | 211,052 | $18.74M | 0.3% | N/A | 8.442% | |
| 10/7/2026 | Epiq Partners LLC | 92,953 | $8.26M | 3.6% | +2.2% | 3.718% | |
| 8/26/2026 | Brown Financial Advisors | 2,895 | $285K | 0.1% | -6.5% | 0.123% | |
| 8/22/2026 | NWF Advisory Services Inc. | 2,130 | $210K | 0.0% | N/A | 0.091% | |
| 8/21/2026 | Triumph Capital Management | 3,089 | $304K | 0.1% | -8.0% | 0.131% | |
| 7/10/2026 | Paladin Wealth LLC | 4,946 | $487K | 0.3% | +6.4% | 0.210% | |
| 7/8/2026 | Gradient Investments LLC | 264,367 | $26.06M | 0.4% | -8.3% | 11.250% | |
| 7/8/2026 | Elmwood Wealth Management Inc. | 116,401 | $11.47M | 2.9% | +0.7% | 4.953% | |
| 7/7/2026 | Epiq Partners LLC | 90,924 | $8.96M | 3.8% | +5.8% | 3.869% | |
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| 6/10/2026 | FAS Wealth Partners Inc. | 3,141 | $216K | 0.0% | -6.0% | 0.143% | |
| 5/7/2026 | Marshall & Sterling Wealth Advisors Inc. | 509 | $35K | 0.0% | -54.1% | 0.023% | |
| 5/1/2026 | Fifth Third Bancorp | 3,000 | $207K | 0.0% | N/A | 0.136% | |
| 5/1/2026 | 46 Peaks LLC | 13,486 | $928K | 0.7% | +10.5% | 0.613% | |
| 4/16/2026 | Paladin Wealth LLC | 4,650 | $320K | 0.2% | +29.8% | 0.207% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 584 | $45K | 0.0% | +243.5% | 0.027% | |
| 2/26/2026 | 46 Peaks LLC | 12,201 | $932K | 0.7% | N/A | 0.555% | |
| 2/18/2026 | OLD Mission Capital LLC | 25,647 | $1.96M | 0.0% | N/A | 1.166% | |
| 2/18/2026 | IHT Wealth Management LLC | 3,705 | $283K | 0.0% | N/A | 0.168% | |
| 2/17/2026 | Osaic Holdings Inc. | 14,000 | $1.07M | 0.0% | +97.7% | 0.636% | |
| 2/17/2026 | Royal Bank of Canada | 231,075 | $17.66M | 0.0% | +23.2% | 10.503% | |
| 2/16/2026 | Focus Partners Wealth | 56,022 | $4.28M | 0.0% | N/A | 2.546% | |
| 2/13/2026 | Kestra Advisory Services LLC | 700 | $53K | 0.0% | N/A | 0.032% | |
| 2/13/2026 | Stifel Financial Corp | 5,019 | $384K | 0.0% | +36.2% | 0.228% | |
| 2/13/2026 | Safe Harbor Wealth Advisors LLC | 4,717 | $348K | 0.3% | N/A | 0.214% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 1,501 | $115K | 0.0% | +63.0% | 0.068% | |
| 2/12/2026 | Triumph Capital Management | 2,896 | $221K | 0.0% | +36.4% | 0.132% | |
| 2/12/2026 | Mattson Financial Services LLC | 44,621 | $3.41M | 0.8% | +10.1% | 2.028% | |
| 2/11/2026 | LPL Financial LLC | 130,583 | $9.98M | 0.0% | +49.0% | 5.936% | |
| 2/11/2026 | Tradition Wealth Management LLC | 183,431 | $14.02M | 1.0% | -6.4% | 8.338% | |
| 2/6/2026 | HighTower Advisors LLC | 33,124 | $2.53M | 0.0% | +216.9% | 1.506% | |
| 1/30/2026 | Sigma Planning Corp | 3,717 | $284K | 0.0% | N/A | 0.169% | |
| 1/15/2026 | Paladin Wealth LLC | 3,583 | $274K | 0.2% | N/A | 0.171% | |
| 1/8/2026 | Elmwood Wealth Management Inc. | 91,581 | $7.00M | 2.2% | +1.3% | 4.361% | |
| 1/8/2026 | Gradient Investments LLC | 279,217 | $21.34M | 0.3% | +13.6% | 13.296% | |
| 1/7/2026 | Epiq Partners LLC | 79,189 | $6.05M | 2.8% | -0.9% | 3.863% | |
| 12/23/2025 | Triumph Capital Management | 2,123 | $157K | 0.0% | N/A | 0.109% | |
| 11/17/2025 | Triumph Capital Management | 2,123 | $157K | 0.0% | N/A | 0.109% | |
| 11/17/2025 | Susquehanna International Group LLP | 10,619 | $785K | 0.0% | -26.5% | 0.545% | |
| 11/17/2025 | Mariner LLC | 4,642 | $343K | 0.0% | +15.0% | 0.238% | |
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| 11/17/2025 | Flow Traders U.S. LLC | 23,166 | $1.71M | 0.1% | +13.2% | 1.188% | |
| 11/17/2025 | Citadel Advisors LLC | 4,885 | $361K | 0.0% | -18.7% | 0.251% | |
| 11/14/2025 | Comerica Bank | 3,000 | $222K | 0.0% | +50.0% | 0.154% | |
| 11/12/2025 | Epiq Partners LLC | 79,915 | $5.90M | 2.8% | +2.8% | 4.098% | |
| 11/6/2025 | Elmwood Wealth Management Inc. | 90,447 | $6.68M | 2.4% | +1.4% | 4.638% | |
| 10/17/2025 | Mattson Financial Services LLC | 40,523 | $2.99M | 0.7% | +16.5% | 2.316% | |
| 10/6/2025 | Gradient Investments LLC | 245,725 | $18.16M | 0.3% | +27.1% | 14.041% | |
| 9/4/2025 | Osaic Holdings Inc. | 7,185 | $450K | 0.0% | -3.0% | 0.449% | |
| 8/14/2025 | Jane Street Group LLC | 11,580 | $725K | 0.0% | -10.2% | 0.724% | |
| 8/14/2025 | Raymond James Financial Inc. | 2,594 | $162K | 0.0% | -70.9% | 0.162% | |
| 8/14/2025 | FAS Wealth Partners Inc. | 3,341 | $209K | 0.0% | N/A | 0.209% | |
| 8/13/2025 | Flow Traders U.S. LLC | 20,461 | $1.28M | 0.0% | N/A | 1.279% | |
| 8/11/2025 | Dorsey & Whitney Trust CO LLC | 4,000 | $250K | 0.0% | N/A | 0.250% | |
| 8/6/2025 | AE Wealth Management LLC | 539 | $34K | 0.0% | N/A | 0.034% | |
| 7/29/2025 | Mattson Financial Services LLC | 34,781 | $2.18M | 0.6% | +11.9% | 2.174% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 89,204 | $5.59M | 2.2% | +21.8% | 5.575% | |
| 7/9/2025 | Epiq Partners LLC | 77,736 | $4.87M | 2.5% | -2.4% | 4.859% | |
| 7/8/2025 | Gradient Investments LLC | 193,309 | $12.10M | 0.2% | +17.7% | 12.082% | |
| 5/22/2025 | Mattson Financial Services LLC | 31,094 | $1.41M | 0.4% | N/A | 1.943% | |
| 5/19/2025 | Jane Street Group LLC | 12,901 | $586K | 0.0% | -11.2% | 0.806% | |
| 5/15/2025 | Royal Bank of Canada | 218,927 | $9.94M | 0.0% | +16.1% | 13.683% | |
| 5/14/2025 | Tradition Wealth Management LLC | 198,851 | $9.03M | 0.8% | +2.5% | 12.428% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 1,602 | $73K | 0.0% | +40.0% | 0.100% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 73,225 | $3.33M | 1.4% | +53.4% | 4.577% | |
| 4/11/2025 | Epiq Partners LLC | 79,657 | $3.62M | 1.9% | -1.4% | 4.979% | |
| 4/9/2025 | Gradient Investments LLC | 164,235 | $7.46M | 0.2% | N/A | 10.265% | |
| 2/14/2025 | Jane Street Group LLC | 14,526 | $775K | 0.0% | -71.2% | 1.211% | |
| 2/14/2025 | Comerica Bank | 3,000 | $160K | 0.0% | N/A | 0.250% | |
| 2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 33,266 | $1.77M | 1.2% | N/A | 2.772% | |
| 2/14/2025 | Tradition Wealth Management LLC | 193,907 | $10.34M | 0.9% | +1.4% | 16.159% | |
| 2/13/2025 | Raymond James Financial Inc. | 8,255 | $440K | 0.0% | N/A | 0.688% | |
| 2/7/2025 | HighTower Advisors LLC | 4,115 | $220K | 0.0% | N/A | 0.343% | |
| 2/7/2025 | Dorsey & Whitney Trust CO LLC | 4,000 | $213K | 0.0% | N/A | 0.333% | |
| 2/6/2025 | Raymond James Financial Inc. | 8,255 | $440K | 0.0% | N/A | 0.688% | |
| 1/22/2025 | Epiq Partners LLC | 80,804 | $4.31M | 2.3% | -5.4% | 6.734% | |
| 1/16/2025 | Ulland Investment Advisors LLC | 1,000 | $53K | 0.0% | N/A | 0.083% | |
| 1/13/2025 | Elmwood Wealth Management Inc. | 47,726 | $2.55M | 1.0% | +12.9% | 3.977% | |
| 11/15/2024 | Jane Street Group LLC | 50,484 | $2.40M | 0.0% | +50.5% | 4.207% | |
| 11/14/2024 | Tradition Wealth Management LLC | 191,245 | $9.10M | 0.8% | +3.5% | 15.937% | |
| 11/14/2024 | Captrust Financial Advisors | 5,068 | $241K | 0.0% | -32.8% | 0.422% | |
| 10/11/2024 | Elmwood Wealth Management Inc. | 42,284 | $2.01M | 0.8% | +220.7% | 3.524% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 9,849 | $469K | 0.0% | +3.1% | 0.821% | |
| 7/10/2024 | Epiq Partners LLC | 82,184 | $3.91M | 2.6% | +5.4% | 6.849% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 7,000 | $334K | 0.0% | -30.0% | 0.609% | |
| 4/15/2024 | Epiq Partners LLC | 77,984 | $3.72M | 2.5% | +16.3% | 6.781% | |
| 2/12/2024 | Tradition Wealth Management LLC | 196,228 | $8.59M | 0.9% | +3.7% | 18.688% | |
| 2/12/2024 | Dorsey & Whitney Trust CO LLC | 10,000 | $438K | 0.0% | +11.1% | 0.952% | |
| 2/5/2024 | Triumph Capital Management | 5,533 | $242K | 0.1% | -83.8% | 0.527% | |
| 1/11/2024 | Epiq Partners LLC | 67,083 | $2.94M | 2.1% | -0.9% | 6.389% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 1,050 | $46K | 0.0% | +29.6% | 0.100% | |
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| 10/31/2023 | Triumph Capital Management | 34,215 | $1.22M | 0.6% | N/A | 3.259% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 15,263 | $542K | 0.0% | -13.3% | 1.454% | |
| 10/18/2023 | Epiq Partners LLC | 67,698 | $2.40M | 1.8% | -1.7% | 6.447% | |
| 8/2/2023 | Bank of Montreal Can | 10,352 | $414K | 0.0% | N/A | 0.986% | |
| 7/31/2023 | Lindbrook Capital LLC | 1,000 | $40K | 0.0% | N/A | 0.095% | |
| 7/25/2023 | Raymond James & Associates | 5,150 | $204K | 0.0% | -20.7% | 0.490% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 17,596 | $696K | 0.0% | -11.6% | 1.676% | |
| 7/12/2023 | Epiq Partners LLC | 68,878 | $2.72M | 1.8% | -3.4% | 6.560% | |
| 5/12/2023 | Tradition Wealth Management LLC | 189,135 | $6.71M | 0.8% | -1.9% | 18.013% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 8,259 | $293K | 0.0% | -16.7% | 0.787% | |