| 5/18/2026 | Royal Bank of Canada | 23,231 | $888K | 0.0% | +1,576.1% | 0.543% | |
| 5/13/2026 | Cetera Investment Advisers | 5,278 | $202K | 0.0% | N/A | 0.123% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 10,110 | $386K | 0.0% | N/A | 0.236% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 56,221 | $2.15M | 0.0% | N/A | 1.314% | |
| 5/1/2026 | Ball & Co Wealth Management Inc. | 2,109 | $80K | 0.1% | N/A | 0.049% | |
| 4/30/2026 | Griffin Asset Management Inc. | 8,736 | $334K | 0.0% | N/A | 0.180% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 5,813 | $222K | 0.1% | N/A | 0.118% | |
| 2/18/2026 | EP Wealth Advisors LLC | 8,845 | $266K | 0.0% | N/A | 0.447% | |
| 2/11/2026 | LPL Financial LLC | 8,667 | $260K | 0.0% | +22.8% | 0.438% | |
| 1/26/2026 | Mirae Asset Global Investments Co. Ltd. | 5,400 | $162K | 0.0% | N/A | 0.278% | |
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| 1/23/2026 | Lunt Capital Management Inc. | 8,050 | $242K | 0.1% | +4.5% | 0.415% | |
| 11/17/2025 | Flow Traders U.S. LLC | 11,903 | $360K | 0.0% | N/A | 0.643% | |
| 11/17/2025 | Bank of America Corp DE | 5,633 | $170K | 0.0% | -79.8% | 0.304% | |
| 11/13/2025 | UBS Group AG | 25,582 | $773K | 0.0% | +58.5% | 1.383% | |
| 11/12/2025 | Cresset Asset Management LLC | 29,630 | $895K | 0.0% | +2.1% | 1.602% | |
| 10/23/2025 | Spire Wealth Management | 3,555 | $107K | 0.0% | -71.5% | 0.189% | |
| 10/10/2025 | Natural Investments LLC | 36,734 | $1.11M | 0.2% | N/A | 1.954% | |
| 9/4/2025 | Osaic Holdings Inc. | 5,643 | $165K | 0.0% | -43.9% | 0.294% | |
| 8/15/2025 | EP Wealth Advisors LLC | 10,870 | $318K | 0.0% | -7.1% | 0.566% | |
| 8/15/2025 | Bank of America Corp DE | 27,930 | $817K | 0.0% | +138.5% | 1.455% | |
| 8/14/2025 | Jane Street Group LLC | 150,033 | $4.39M | 0.0% | N/A | 7.814% | |
| 8/13/2025 | Cresset Asset Management LLC | 29,033 | $867K | 0.0% | N/A | 1.512% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 12,338 | $361K | 0.0% | -11.3% | 0.644% | |
| 7/28/2025 | Lunt Capital Management Inc. | 7,705 | $225K | 0.1% | -4.9% | 0.402% | |
| 5/15/2025 | EP Wealth Advisors LLC | 11,699 | $317K | 0.0% | -14.4% | 0.616% | |
| 5/8/2025 | Harbour Investments Inc. | 999 | $27K | 0.0% | +2,025.5% | 0.053% | |
| 5/5/2025 | Lunt Capital Management Inc. | 8,105 | $220K | 0.1% | N/A | 0.436% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 13,908 | $377K | 0.0% | N/A | 0.748% | |
| 4/29/2025 | Columbia River Financial Group LLC | 1,876 | $50K | 0.0% | N/A | 0.101% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 1,900 | $51K | 0.0% | N/A | 0.102% | |
| 4/21/2025 | Trifecta Capital Advisors LLC | 1,300 | $35K | 0.0% | N/A | 0.070% | |
| 4/7/2025 | GAMMA Investing LLC | 7,480 | $203K | 0.0% | +2,610.1% | 0.402% | |
| 2/17/2025 | Bank of America Corp DE | 10,848 | $255K | 0.0% | +2,069.6% | 0.540% | |
| 2/14/2025 | Jane Street Group LLC | 13,920 | $327K | 0.0% | N/A | 0.693% | |
| 11/15/2024 | EP Wealth Advisors LLC | 13,863 | $357K | 0.0% | N/A | 0.690% | |
| 11/12/2024 | Activest Wealth Management | 90,933 | $2.34M | 0.7% | N/A | 4.524% | |
| 10/30/2024 | Arlington Capital Management Inc. | 36,882 | $951K | 0.8% | +2.1% | 1.835% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 12,237 | $312K | 0.0% | N/A | 0.527% | |
| 10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 24,300 | $597K | 0.0% | N/A | 1.047% | |
| 10/11/2023 | GenTrust LLC | 175,112 | $4.30M | 0.3% | -0.6% | 7.548% | |
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| 10/5/2023 | Cornerstone Management Inc. | 13,625 | $335K | 0.1% | N/A | 0.587% | |
| 8/16/2023 | Sparta 24 Ltd. | 312,180 | $7.23M | 10.4% | +86.1% | 13.456% | |
| 8/2/2023 | Bank of Montreal Can | 6,760 | $159K | 0.0% | N/A | 0.291% | |
| 8/1/2023 | Madison Asset Management LLC | 27,007 | $624K | 0.0% | -43.7% | 1.164% | |
| 7/21/2023 | Creative Planning | 9,450 | $218K | 0.0% | N/A | 0.390% | |
| 7/21/2023 | Activest Wealth Management | 34,604 | $875K | 0.6% | N/A | 1.430% | |
| 7/21/2023 | GenTrust LLC | 176,221 | $4.07M | 0.3% | -6.4% | 7.282% | |
| 7/12/2023 | Ameraudi Asset Management Inc. | 9,791 | $226K | 0.1% | -83.2% | 0.405% | |
| 5/8/2023 | Ameraudi Asset Management Inc. | 58,137 | $1.41M | 0.6% | -46.5% | 2.363% | |
| 5/2/2023 | GenTrust LLC | 188,177 | $4.57M | 0.3% | -67.8% | 7.649% | |
| 4/26/2023 | Madison Asset Management LLC | 47,930 | $1.17M | 0.0% | -63.7% | 1.948% | |
| 4/4/2023 | Authentikos Wealth Advisory LLC | 25,611 | $481K | 0.5% | N/A | 0.647% | |
| 3/6/2023 | OLD Mission Capital LLC | 38,852 | $997K | 0.0% | -61.6% | 0.981% | |
| 2/24/2023 | RiverFront Investment Group LLC | 200,253 | $927K | 0.2% | -19.2% | 5.057% | |
| 2/13/2023 | GeoWealth Management LLC | 8,242 | $211K | 0.0% | -44.4% | 0.208% | |
| 2/8/2023 | Raymond James & Associates | 147,388 | $3.78M | 0.0% | -7.1% | 3.722% | |
| 2/8/2023 | Ameraudi Asset Management Inc. | 108,681 | $2.79M | 1.2% | -5.3% | 2.744% | |
| 2/8/2023 | Madison Asset Management LLC | 131,857 | $3.38M | 0.1% | -7.4% | 3.330% | |
| 2/8/2023 | Millington Financial Advisors LLC | 52,836 | $1.36M | 1.3% | N/A | 1.334% | |
| 2/7/2023 | LPL Financial LLC | 18,252 | $468K | 0.0% | +5.3% | 0.461% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 144,875 | $3.72M | 0.0% | -1.1% | 3.658% | |
| 2/2/2023 | MGO Private Wealth LLC | 28,467 | $730K | 0.3% | +12.9% | 0.719% | |
| 2/1/2023 | Janney Montgomery Scott LLC | 55,891 | $1.43M | 0.0% | -9.6% | 1.411% | |
| 1/31/2023 | GenTrust LLC | 584,311 | $15.04M | 1.3% | +1.6% | 14.755% | |
| 1/12/2023 | Accuvest Global Advisors | 41,142 | $1.06M | 0.3% | -10.9% | 1.047% | |
| 11/14/2022 | Zacks Investment Management | 47,364 | $1.04M | 0.0% | +13.3% | 1.167% | |
| 11/14/2022 | OLD Mission Capital LLC | 101,216 | $2.21M | 0.1% | N/A | 2.493% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 146,541 | $3.20M | 0.0% | +3.3% | 3.609% | |
| 11/7/2022 | Spire Wealth Management | 3,952 | $86K | 0.0% | +11.2% | 0.097% | |
| 11/2/2022 | Sageworth Trust Co | 17,530 | $383K | 0.0% | N/A | 0.432% | |
| 10/28/2022 | Sepio Capital LP | 153,059 | $3.35M | 0.3% | +6.6% | 3.770% | |
| 10/26/2022 | Truist Financial Corp | 20,023 | $438K | 0.0% | -12.0% | 0.493% | |
| 10/25/2022 | Janney Montgomery Scott LLC | 61,815 | $1.35M | 0.0% | N/A | 1.523% | |
| 10/21/2022 | GenTrust LLC | 575,181 | $12.57M | 1.1% | +3.7% | 14.167% | |
| 10/20/2022 | Accuvest Global Advisors | 46,152 | $1.01M | 0.7% | +2.0% | 1.137% | |
| 10/12/2022 | Ameraudi Asset Management Inc. | 114,741 | $2.51M | 1.1% | +28.7% | 2.758% | |
| 8/17/2022 | Castleview Partners LLC | 2,511 | $26K | 0.0% | +432.0% | 0.060% | |
| 8/13/2022 | Madison Asset Management LLC | 131,473 | $3.43M | 0.1% | N/A | 3.160% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 141,805 | $3.70M | 0.0% | N/A | 3.409% | |
| 8/3/2022 | Tiedemann Advisors LLC | 18,232 | $476K | 0.0% | N/A | 0.438% | |
| 7/26/2022 | Mirae Asset Global Investments Co. Ltd. | 17,500 | $457K | 0.0% | N/A | 0.421% | |
| 7/26/2022 | Sepio Capital LP | 143,594 | $3.75M | 0.4% | N/A | 3.452% | |
| 7/25/2022 | Ameraudi Asset Management Inc. | 89,122 | $2.33M | 1.0% | N/A | 2.142% | |
| 7/22/2022 | Spire Wealth Management | 3,555 | $93K | 0.0% | N/A | 0.085% | |
| 7/22/2022 | GenTrust LLC | 554,784 | $14.55M | 1.2% | N/A | 13.336% | |
| 7/22/2022 | Truist Financial Corp | 22,749 | $594K | 0.0% | N/A | 0.547% | |
| 5/11/2022 | Raymond James & Associates | 167,842 | $5.36M | 0.0% | N/A | 4.387% | |