| 9/23/2026 | Envestnet Asset Management Inc. | 5,675 | $232K | 0.0% | -9.3% | 0.378% | |
| 8/25/2026 | January Capital Advisors LLC | 23,544 | $964K | 0.8% | -4.8% | 1.519% | |
| 8/23/2026 | Asset Allocation Strategies LLC | 58,853 | $2.41M | 0.4% | -7.6% | 3.797% | |
| 8/22/2026 | Compass Financial Management LLC | 4,089 | $168K | 0.0% | N/A | 0.264% | |
| 8/22/2026 | Highland Investment Advisors LLC | 1,138 | $47K | 0.0% | N/A | 0.073% | |
| 8/12/2026 | Compass Financial Management LLC | 4,089 | $168K | 0.0% | N/A | 0.264% | |
| 5/20/2026 | January Capital Advisors LLC | 24,733 | $935K | 1.3% | N/A | 1.546% | |
| 5/19/2026 | Bank of America Corp DE | 16,368 | $618K | 0.0% | -11.6% | 1.023% | |
| 5/18/2026 | Royal Bank of Canada | 20,168 | $763K | 0.0% | -25.1% | 1.261% | |
| 5/4/2026 | First Growth Capital LLC | 23,143 | $878K | 0.8% | -7.8% | 1.446% | |
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| 5/1/2026 | Darwin Wealth Management LLC | 17,346 | $655K | 0.2% | -4.7% | 1.084% | |
| 4/27/2026 | Private Advisor Group LLC | 40,583 | $1.53M | 0.0% | -16.5% | 2.536% | |
| 4/25/2026 | Patten Group Inc. | 7,508 | $284K | 0.0% | -21.9% | 0.469% | |
| 4/23/2026 | Asset Allocation Strategies LLC | 63,702 | $2.41M | 0.4% | -25.0% | 3.981% | |
| 4/20/2026 | First PREMIER Bank | 310,086 | $11.72M | 2.7% | -1.4% | 19.380% | |
| 2/19/2026 | First Growth Capital LLC | 25,099 | $953K | 0.9% | N/A | 1.434% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 17,546 | $657K | 0.0% | N/A | 1.003% | |
| 2/18/2026 | OLD Mission Capital LLC | 63,892 | $2.39M | 0.1% | +86.9% | 3.651% | |
| 2/17/2026 | Cetera Investment Advisers | 5,968 | $223K | 0.0% | -21.6% | 0.341% | |
| 2/17/2026 | WFA of San Diego LLC | 49,489 | $1.85M | 1.4% | -1.3% | 2.828% | |
| 2/17/2026 | Kovack Advisors Inc. | 35,435 | $1.33M | 0.1% | -6.3% | 2.025% | |
| 2/17/2026 | Osaic Holdings Inc. | 6,354 | $238K | 0.0% | -24.4% | 0.363% | |
| 2/17/2026 | Royal Bank of Canada | 26,914 | $1.01M | 0.0% | -1.8% | 1.538% | |
| 2/16/2026 | Mariner LLC | 14,517 | $544K | 0.0% | +6.8% | 0.830% | |
| 2/13/2026 | Asset Allocation Strategies LLC | 84,979 | $3.18M | 0.6% | -18.2% | 4.856% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 14,007 | $524K | 0.0% | -2.7% | 0.800% | |
| 2/12/2026 | Kovack Advisors Inc. | 35,435 | $1.33M | 0.1% | -6.3% | 2.025% | |
| 2/11/2026 | LPL Financial LLC | 74,584 | $2.79M | 0.0% | -13.2% | 4.262% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 18,131 | $679K | 0.0% | N/A | 1.036% | |
| 2/3/2026 | Cresta Advisors Ltd. | 688 | $26K | 0.0% | N/A | 0.039% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 90,968 | $3.41M | 0.1% | -0.5% | 5.198% | |
| 1/27/2026 | Family Capital Management Inc. | 23,150 | $867K | 0.4% | -2.6% | 1.323% | |
| 1/23/2026 | Lunt Capital Management Inc. | 50,411 | $1.89M | 0.7% | -14.0% | 2.881% | |
| 1/23/2026 | Patten Group Inc. | 9,616 | $360K | 0.1% | -63.8% | 0.549% | |
| 1/23/2026 | First PREMIER Bank | 314,531 | $11.78M | 2.7% | -3.1% | 17.973% | |
| 1/22/2026 | Darwin Wealth Management LLC | 18,207 | $682K | 0.2% | -67.6% | 1.040% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 746 | $28K | 0.0% | N/A | 0.043% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 19,679 | $737K | 0.0% | -8.2% | 1.125% | |
| 1/5/2026 | Grant Private Wealth Management Inc | 6,797 | $254K | 0.2% | -30.7% | 0.367% | |
| 11/19/2025 | Sunbelt Securities Inc. | 7,869 | $293K | 0.0% | +231.6% | 0.414% | |
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| 11/18/2025 | Advisory Services Network LLC | 695 | $26K | 0.0% | N/A | 0.037% | |
| 11/17/2025 | Susquehanna International Group LLP | 41,081 | $1.53M | 0.0% | -29.2% | 2.162% | |
| 11/14/2025 | Wolverine Trading LLC | 13,667 | $511K | 0.0% | +67.4% | 0.719% | |
| 11/13/2025 | Private Advisor Group LLC | 51,911 | $1.93M | 0.0% | -34.3% | 2.732% | |
| 11/12/2025 | Blueprint Financial Advisors LLC | 84,906 | $3.16M | 0.7% | -0.4% | 4.469% | |
| 11/12/2025 | Blueprint Investment Partners LLC | 84,961 | $3.16M | 0.4% | +1.6% | 4.472% | |
| 11/10/2025 | Patten Group Inc. | 26,586 | $990K | 0.2% | -69.1% | 1.399% | |
| 11/10/2025 | Kovack Advisors Inc. | 37,810 | $1.41M | 0.1% | -7.4% | 1.990% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 21,440 | $799K | 0.0% | -15.3% | 1.128% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 15,657 | $583K | 0.0% | +7.4% | 0.824% | |
| 10/24/2025 | Philip James Wealth Mangement LLC | 8,287 | $309K | 0.0% | -92.8% | 0.425% | |
| 10/16/2025 | Darwin Wealth Management LLC | 56,215 | $2.09M | 0.7% | -3.9% | 2.811% | |
| 10/15/2025 | First PREMIER Bank | 324,613 | $12.09M | 2.7% | -1.7% | 16.231% | |
| 10/8/2025 | Asset Allocation Strategies LLC | 103,841 | $3.87M | 0.8% | -51.5% | 5.192% | |
| 10/7/2025 | Grant Private Wealth Management Inc | 9,814 | $366K | 0.2% | N/A | 0.491% | |
| 9/4/2025 | Osaic Holdings Inc. | 10,619 | $375K | 0.0% | -34.9% | 0.442% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 91,696 | $3.24M | 0.1% | +112.8% | 3.821% | |
| 8/15/2025 | Asset Allocation Strategies LLC | 214,233 | $7.56M | 1.4% | -10.5% | 8.926% | |
| 8/15/2025 | WFA of San Diego LLC | 49,780 | $1.76M | 1.3% | N/A | 2.074% | |
| 8/15/2025 | Bank of America Corp DE | 18,536 | $654K | 0.0% | -7.9% | 0.772% | |
| 8/14/2025 | Darwin Wealth Management LLC | 58,509 | $2.07M | 0.7% | N/A | 2.438% | |
| 8/12/2025 | Blueprint Financial Advisors LLC | 85,234 | $3.01M | 1.0% | N/A | 3.551% | |
| 8/12/2025 | Blueprint Investment Partners LLC | 83,641 | $2.95M | 0.5% | N/A | 3.485% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 14,576 | $514K | 0.0% | -68.8% | 0.595% | |
| 7/30/2025 | Patten Group Inc. | 86,051 | $3.04M | 0.6% | -25.3% | 3.512% | |
| 7/30/2025 | Family Capital Management Inc. | 23,809 | $840K | 0.4% | -5.0% | 0.972% | |
| 7/29/2025 | International Assets Investment Management LLC | 8,885 | $314K | 0.0% | -19.8% | 0.363% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 25,322 | $894K | 0.0% | -19.0% | 1.034% | |
| 7/28/2025 | Lunt Capital Management Inc. | 58,549 | $2.07M | 0.8% | -14.8% | 2.390% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,664 | $59K | 0.0% | -76.0% | 0.068% | |
| 7/14/2025 | Sowell Financial Services LLC | 77,737 | $2.74M | 0.1% | +5.6% | 3.173% | |
| 7/11/2025 | Congress Park Capital LLC | 6,000 | $212K | 0.1% | -67.4% | 0.245% | |
| 7/11/2025 | First PREMIER Bank | 330,373 | $11.66M | 2.8% | -5.0% | 13.485% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 43,098 | $1.57M | 0.1% | +2.4% | 1.461% | |
| 5/15/2025 | Royal Bank of Canada | 26,534 | $968K | 0.0% | -2.4% | 0.899% | |
| 5/15/2025 | OLD Mission Capital LLC | 22,628 | $825K | 0.0% | N/A | 0.767% | |
| 5/14/2025 | Kestra Advisory Services LLC | 93,732 | $3.42M | 0.0% | +170.2% | 3.177% | |
| 5/12/2025 | Lcnb Corp | 125,924 | $4.59M | 1.7% | N/A | 4.269% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 109,978 | $4.01M | 0.1% | +161.3% | 3.728% | |
| 5/7/2025 | LPL Financial LLC | 109,396 | $3.99M | 0.0% | -32.4% | 3.708% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 6,481 | $236K | 0.0% | N/A | 0.209% | |
| 5/5/2025 | Lunt Capital Management Inc. | 68,728 | $2.51M | 0.9% | +9.9% | 2.217% | |
| 5/5/2025 | Private Advisor Group LLC | 102,571 | $3.74M | 0.0% | -1.4% | 3.309% | |
| 5/2/2025 | Fortis Group Advisors LLC | 10,344 | $377K | 0.1% | -74.6% | 0.334% | |
| 4/30/2025 | Family Capital Management Inc. | 25,068 | $914K | 0.6% | -1.6% | 0.809% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 46,683 | $1.70M | 0.0% | +474.6% | 1.506% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 26,605 | $962K | 0.1% | +12.8% | 0.858% | |
| 4/24/2025 | Philip James Wealth Mangement LLC | 115,034 | $4.20M | 0.5% | +2.3% | 3.711% | |
| 4/23/2025 | International Assets Investment Management LLC | 11,085 | $404K | 0.0% | -13.2% | 0.358% | |
| 4/22/2025 | First PREMIER Bank | 347,680 | $12.68M | 3.2% | -0.4% | 11.215% | |
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| 4/22/2025 | Congress Park Capital LLC | 18,400 | $671K | 0.3% | N/A | 0.594% | |
| 4/17/2025 | Sowell Financial Services LLC | 73,615 | $2.69M | 0.1% | +2.3% | 2.375% | |
| 4/17/2025 | Grant Private Wealth Management Inc | 8,214 | $300K | 0.3% | N/A | 0.265% | |
| 2/18/2025 | Sunbelt Securities Inc. | 2,373 | $89K | 0.0% | -12.5% | 0.074% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 94,971 | $3.54M | 0.0% | N/A | 2.968% | |
| 2/13/2025 | Mariner LLC | 18,428 | $686K | 0.0% | -6.6% | 0.576% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 8,124 | $303K | 0.0% | N/A | 0.254% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 15,125 | $563K | 0.0% | -11.5% | 0.473% | |
| 2/11/2025 | LPL Financial LLC | 161,906 | $6.03M | 0.0% | +62.1% | 5.060% | |
| 2/7/2025 | Sowell Financial Services LLC | 71,926 | $2.68M | 0.1% | +30.2% | 2.248% | |
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