| 6/3/2026 | NewEdge Advisors LLC | 170,196 | $6.37M | 0.0% | +2.6% | 10.071% | |
| 5/19/2026 | NewEdge Advisors LLC | 170,196 | $6.37M | 0.1% | +2.6% | 10.071% | |
| 5/19/2026 | Bank of America Corp DE | 78,925 | $2.95M | 0.0% | -4.6% | 4.670% | |
| 5/18/2026 | Royal Bank of Canada | 41,238 | $1.54M | 0.0% | -50.1% | 2.440% | |
| 5/14/2026 | Lido Advisors LLC | 6,869 | $257K | 0.0% | +5.0% | 0.406% | |
| 5/5/2026 | Sanctuary Advisors LLC | 8,109 | $303K | 0.0% | -19.3% | 0.480% | |
| 4/28/2026 | Raleigh Capital Management Inc. | 1,526 | $57K | 0.0% | N/A | 0.090% | |
| 4/28/2026 | Paller Financial Services Inc | 66,624 | $2.49M | 2.1% | -3.9% | 3.942% | |
| 4/27/2026 | Private Advisor Group LLC | 21,453 | $802K | 0.0% | +95.5% | 1.269% | |
| 4/24/2026 | Walker Asset Management LLC | 23,812 | $891K | 0.5% | +6.7% | 1.409% | |
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| 4/22/2026 | Yoder Wealth Management Inc. | 33,062 | $1.24M | 0.6% | +0.9% | 1.956% | |
| 2/18/2026 | Blue Chip Partners LLC | 57,142 | $2.28M | 0.2% | N/A | 3.007% | |
| 2/17/2026 | Captrust Financial Advisors | 9,522 | $379K | 0.0% | N/A | 0.501% | |
| 2/17/2026 | Royal Bank of Canada | 82,684 | $3.29M | 0.0% | -4.9% | 4.352% | |
| 2/13/2026 | Ruane Cunniff & Goldfarb L.P. | 11,029 | $439K | 0.0% | N/A | 0.580% | |
| 2/11/2026 | LPL Financial LLC | 119,262 | $4.75M | 0.0% | +89.3% | 6.277% | |
| 2/6/2026 | HighTower Advisors LLC | 175,978 | $7.01M | 0.0% | -0.5% | 9.262% | |
| 2/5/2026 | Hills Bank & Trust Co | 7,333 | $292K | 0.0% | N/A | 0.386% | |
| 2/3/2026 | GRIMES & Co WEALTH MANAGEMENT LLC | 162,834 | $6.49M | 0.2% | -2.3% | 8.570% | |
| 1/30/2026 | Laurel Wealth Advisors LLC | 925 | $37K | 0.0% | N/A | 0.048% | |
| 1/29/2026 | Sanctuary Advisors LLC | 10,052 | $400K | 0.0% | -9.9% | 0.526% | |
| 1/23/2026 | Farther Finance Advisors LLC | 60,853 | $2.42M | 0.0% | +1.2% | 3.203% | |
| 1/22/2026 | Yoder Wealth Management Inc. | 32,780 | $1.31M | 0.6% | -0.8% | 1.725% | |
| 1/21/2026 | Graham Capital Wealth Management LLC | 90,378 | $3.60M | 3.3% | N/A | 4.757% | |
| 1/15/2026 | Paller Financial Services Inc | 69,305 | $2.76M | 2.2% | N/A | 3.648% | |
| 1/8/2026 | Legacy Private Trust Co. | 32,978 | $1.31M | 0.1% | -9.5% | 1.709% | |
| 1/5/2026 | Park Avenue Securities LLC | 11,328 | $451K | 0.0% | +6.8% | 0.587% | |
| 11/17/2025 | NewEdge Advisors LLC | 165,705 | $6.83M | 0.0% | -0.5% | 8.957% | |
| 11/17/2025 | Sykon Capital LLC | 49,453 | $2.04M | 0.7% | N/A | 2.673% | |
| 11/17/2025 | Bank of America Corp DE | 84,719 | $3.49M | 0.0% | +115.5% | 4.579% | |
| 11/14/2025 | Raymond James Financial Inc. | 185,607 | $7.65M | 0.0% | +2.2% | 10.033% | |
| 11/14/2025 | PGIM Custom Harvest LLC | 25,746 | $1.06M | 0.0% | -6.5% | 1.392% | |
| 11/13/2025 | UBS Group AG | 38,398 | $1.58M | 0.0% | -8.3% | 2.076% | |
| 11/10/2025 | Clearstead Advisors LLC | 8,183 | $337K | 0.0% | -8.5% | 0.442% | |
| 11/7/2025 | HighTower Advisors LLC | 176,926 | $7.30M | 0.0% | -1.6% | 9.564% | |
| 10/31/2025 | Mendel Capital Management LLC | 4,906 | $202K | 0.1% | N/A | 0.264% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 6,553 | $270K | 0.0% | -7.0% | 0.352% | |
| 10/27/2025 | GRIMES & Co WEALTH MANAGEMENT LLC | 166,691 | $6.87M | 0.2% | -2.0% | 8.962% | |
| 10/23/2025 | Benjamin Edwards Inc. | 4,862 | $200K | 0.0% | N/A | 0.261% | |
| 10/23/2025 | Park Avenue Securities LLC | 10,609 | $437K | 0.0% | N/A | 0.570% | |
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| 10/22/2025 | Yoder Wealth Management Inc. | 33,044 | $1.36M | 0.6% | +2.5% | 1.777% | |
| 10/14/2025 | Farther Finance Advisors LLC | 60,152 | $2.48M | 0.0% | -7.3% | 3.251% | |
| 10/14/2025 | Walker Asset Management LLC | 22,127 | $912K | 0.5% | +7.6% | 1.196% | |
| 10/8/2025 | Legacy Private Trust Co. | 36,442 | $1.50M | 0.1% | -2.0% | 2.002% | |
| 8/15/2025 | Bank of America Corp DE | 39,314 | $1.50M | 0.0% | -12.1% | 2.137% | |
| 8/14/2025 | Raymond James Financial Inc. | 181,604 | $6.95M | 0.0% | +5.4% | 9.870% | |
| 8/14/2025 | NewEdge Advisors LLC | 166,495 | $6.37M | 0.0% | +305.0% | 9.049% | |
| 8/13/2025 | Lido Advisors LLC | 6,595 | $252K | 0.0% | +9.9% | 0.358% | |
| 8/12/2025 | Laurel Wealth Advisors LLC | 35,391 | $1.35M | 0.0% | +3,726.1% | 1.923% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 7,044 | $270K | 0.0% | N/A | 0.383% | |
| 7/22/2025 | Grimes & Company Inc. | 170,134 | $6.51M | 0.2% | N/A | 9.246% | |
| 7/22/2025 | Yoder Wealth Management Inc. | 32,250 | $1.23M | 0.6% | +1.5% | 1.753% | |
| 7/17/2025 | Walker Asset Management LLC | 20,565 | $787K | 0.5% | -8.2% | 1.106% | |
| 7/11/2025 | Farther Finance Advisors LLC | 64,859 | $2.48M | 0.0% | -5.0% | 3.525% | |
| 7/10/2025 | Worth Asset Management LLC | 6,841 | $262K | 0.1% | -25.8% | 0.372% | |
| 7/8/2025 | Legacy Private Trust Co. | 37,170 | $1.42M | 0.1% | -3.7% | 2.054% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 9,497 | $336K | 0.0% | -44.3% | 0.525% | |
| 5/19/2025 | Jane Street Group LLC | 5,817 | $206K | 0.0% | N/A | 0.334% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 9,497 | $336K | 0.0% | -44.3% | 0.546% | |
| 5/16/2025 | NewEdge Advisors LLC | 41,107 | $1.46M | 0.0% | +215.5% | 2.362% | |
| 5/14/2025 | Freedom Investment Management Inc. | 9,458 | $335K | 0.0% | -12.5% | 0.544% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 27,532 | $974K | 0.0% | -8.7% | 1.582% | |
| 5/13/2025 | Raymond James Financial Inc. | 172,328 | $6.10M | 0.0% | -1.7% | 9.904% | |
| 5/13/2025 | HighTower Advisors LLC | 179,744 | $6.36M | 0.0% | -17.3% | 10.330% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 5,956 | $211K | 0.0% | -23.1% | 0.342% | |
| 4/15/2025 | Walker Asset Management LLC | 22,405 | $793K | 0.5% | -2.2% | 1.589% | |
| 4/14/2025 | Farther Finance Advisors LLC | 68,303 | $2.41M | 0.1% | +6,830,200.0% | 4.844% | |
| 4/9/2025 | Worth Asset Management LLC | 9,216 | $326K | 0.2% | -17.6% | 0.654% | |
| 4/4/2025 | Legacy Private Trust Co. | 38,614 | $1.37M | 0.1% | +17.3% | 2.882% | |
| 2/17/2025 | Bank of America Corp DE | 47,657 | $1.63M | 0.0% | -1.4% | 2.081% | |
| 2/14/2025 | Lido Advisors LLC | 8,518 | $291K | 0.0% | +21.5% | 0.372% | |
| 2/14/2025 | Freedom Investment Management Inc. | 10,808 | $370K | 0.0% | -9.5% | 0.472% | |
| 2/13/2025 | NewEdge Advisors LLC | 13,030 | $446K | 0.0% | N/A | 0.569% | |
| 2/13/2025 | Raymond James Financial Inc. | 175,272 | $6.00M | 0.0% | N/A | 7.654% | |
| 2/12/2025 | OLD Mission Capital LLC | 12,483 | $427K | 0.0% | N/A | 0.545% | |
| 2/11/2025 | LPL Financial LLC | 16,667 | $570K | 0.0% | -38.4% | 0.728% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 10,840 | $371K | 0.0% | N/A | 0.473% | |
| 2/7/2025 | HighTower Advisors LLC | 217,423 | $7.44M | 0.0% | -0.6% | 9.494% | |
| 2/6/2025 | Raymond James Financial Inc. | 175,272 | $6.00M | 0.0% | N/A | 7.654% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 16,288 | $557K | 0.0% | -1.8% | 0.711% | |
| 1/31/2025 | Sanctuary Advisors LLC | 12,269 | $434K | 0.0% | -9.5% | 0.536% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 7,742 | $265K | 0.0% | N/A | 0.338% | |
| 1/24/2025 | Yoder Wealth Management Inc. | 31,939 | $1.09M | 0.6% | +4.7% | 1.395% | |
| 1/21/2025 | RFG Advisory LLC | 176,608 | $6.04M | 0.2% | +2.4% | 7.712% | |
| 1/15/2025 | Walker Asset Management LLC | 22,917 | $784K | 0.5% | -4.0% | 1.001% | |
| 1/14/2025 | SignalPoint Asset Management LLC | 70,362 | $2.41M | 0.6% | -7.5% | 3.073% | |
| 1/8/2025 | Legacy Private Trust Co. | 32,915 | $1.13M | 0.1% | -4.1% | 1.437% | |
| 1/8/2025 | Worth Asset Management LLC | 11,180 | $382K | 0.2% | +12.4% | 0.488% | |
| 11/25/2024 | Sanctuary Advisors LLC | 13,550 | $480K | 0.0% | -2.4% | 0.592% | |
| 11/15/2024 | Jane Street Group LLC | 11,948 | $391K | 0.0% | N/A | 0.522% | |
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| 11/15/2024 | HighTower Advisors LLC | 218,693 | $7.17M | 0.0% | -1.6% | 9.550% | |
| 11/13/2024 | Freedom Investment Management Inc. | 11,941 | $391K | 0.0% | -6.2% | 0.521% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 8,302 | $272K | 0.0% | -15.4% | 0.363% | |
| 10/23/2024 | Walker Asset Management LLC | 23,877 | $781K | 0.5% | -2.7% | 1.043% | |
| 10/23/2024 | Yoder Wealth Management Inc. | 30,491 | $997K | 0.6% | +2.6% | 1.331% | |
| 10/17/2024 | RFG Advisory LLC | 172,463 | $5.64M | 0.2% | +2.1% | 7.531% | |
| 10/9/2024 | Worth Asset Management LLC | 9,943 | $325K | 0.2% | -20.9% | 0.434% | |
| 10/8/2024 | Legacy Private Trust Co. | 34,314 | $1.12M | 0.1% | +3.9% | 1.498% | |
| 10/7/2024 | SignalPoint Asset Management LLC | 76,034 | $2.48M | 0.6% | +0.7% | 3.320% | |
| 9/5/2024 | Sanctuary Advisors LLC | 13,890 | $394K | 0.0% | N/A | 0.607% | |