| 5/18/2026 | Royal Bank of Canada | 91,803 | $4.11M | 0.0% | +13.7% | 2.905% | |
| 5/7/2026 | Beta Wealth Group Inc. | 44,184 | $1.98M | 0.8% | +1.7% | 1.398% | |
| 5/2/2026 | International Assets Investment Management LLC | 1,162 | $52K | 0.0% | -32.1% | 0.037% | |
| 4/30/2026 | Greenwood Capital Associates LLC | 12,450 | $558K | 0.1% | +23.3% | 0.394% | |
| 4/27/2026 | Private Advisor Group LLC | 40,192 | $1.80M | 0.0% | +1.4% | 1.272% | |
| 4/22/2026 | Independence Asset Advisors LLC | 6,258 | $279K | 0.1% | +16.1% | 0.198% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 5,074 | $227K | 0.0% | -45.3% | 0.161% | |
| 4/22/2026 | WT Wealth Management | 125,948 | $5.64M | 1.7% | -5.9% | 3.986% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 10,002 | $457K | 0.0% | N/A | 0.256% | |
| 2/17/2026 | Osaic Holdings Inc. | 75,786 | $3.46M | 0.0% | +4.3% | 1.938% | |
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| 2/17/2026 | Royal Bank of Canada | 80,746 | $3.69M | 0.0% | +17.5% | 2.065% | |
| 2/16/2026 | MML Investors Services LLC | 33,683 | $1.54M | 0.0% | +1.0% | 0.861% | |
| 2/16/2026 | Beta Wealth Group Inc. | 43,430 | $1.98M | 0.8% | +3.6% | 1.111% | |
| 2/13/2026 | Kestra Advisory Services LLC | 4,681 | $214K | 0.0% | -69.8% | 0.120% | |
| 2/12/2026 | Jane Street Group LLC | 30,504 | $1.39M | 0.0% | -25.7% | 0.780% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 10,034 | $458K | 0.0% | +109.5% | 0.257% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 6,797 | $310K | 0.0% | +60.1% | 0.174% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 9,276 | $424K | 0.0% | -16.5% | 0.237% | |
| 2/11/2026 | LPL Financial LLC | 167,551 | $7.65M | 0.0% | +5.8% | 4.285% | |
| 2/6/2026 | Global Retirement Partners LLC | 700 | $32K | 0.0% | N/A | 0.018% | |
| 2/6/2026 | BlueStem Wealth Partners LLC | 158,985 | $7.26M | 0.8% | -56.0% | 4.066% | |
| 2/6/2026 | HighTower Advisors LLC | 4,986 | $228K | 0.0% | N/A | 0.128% | |
| 2/5/2026 | 1620 Investment Advisors Inc. | 612 | $28K | 0.0% | N/A | 0.016% | |
| 2/3/2026 | International Assets Investment Management LLC | 1,712 | $78K | 0.0% | N/A | 0.044% | |
| 2/2/2026 | WT Wealth Management | 133,866 | $6.12M | 1.8% | +4.0% | 3.424% | |
| 2/2/2026 | Truist Financial Corp | 7,517 | $343K | 0.0% | N/A | 0.192% | |
| 1/30/2026 | SK Wealth Management LLC | 9,944 | $457K | 0.1% | -57.3% | 0.254% | |
| 1/26/2026 | Greenwood Capital Associates LLC | 10,096 | $461K | 0.1% | +41.9% | 0.258% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 69,673 | $3.18M | 0.2% | +3.7% | 1.863% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 17,608 | $804K | 0.0% | -6.4% | 0.471% | |
| 1/16/2026 | Worth Financial Advisory Group LLC | 6,377 | $291K | 0.1% | N/A | 0.171% | |
| 1/16/2026 | Pictet North America Advisors SA | 849,132 | $38.79M | 3.7% | -14.5% | 22.704% | |
| 1/16/2026 | Banque Pictet & Cie SA | 36,900 | $1.69M | 0.0% | -3.2% | 0.987% | |
| 1/15/2026 | Archford Capital Strategies LLC | 47,578 | $2.17M | 0.3% | -63.2% | 1.272% | |
| 1/1/2026 | JPMorgan Chase & Co. | 57,109 | $2.65M | 0.0% | -43.1% | 1.613% | |
| 12/2/2025 | IFP Advisors Inc | 35,987 | $1.67M | 0.0% | -63.6% | 1.017% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 59,315 | $2.75M | 0.0% | -34.2% | 1.676% | |
| 11/13/2025 | Private Advisor Group LLC | 33,936 | $1.57M | 0.0% | -1.1% | 0.959% | |
| 11/12/2025 | BlueStem Wealth Partners LLC | 361,190 | $16.75M | 1.9% | +8.3% | 10.203% | |
| 11/7/2025 | Beta Wealth Group Inc. | 41,917 | $1.94M | 0.8% | N/A | 1.184% | |
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| 11/7/2025 | JPMorgan Chase & Co. | 57,109 | $2.65M | 0.0% | -43.1% | 1.613% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 18,811 | $872K | 0.0% | +40.5% | 0.531% | |
| 11/5/2025 | Flagship Harbor Advisors LLC | 67,216 | $3.12M | 0.1% | +1.0% | 1.899% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 45,331 | $2.10M | 0.0% | -3.8% | 1.281% | |
| 10/22/2025 | WT Wealth Management | 128,720 | $5.97M | 1.7% | +4.2% | 3.742% | |
| 10/21/2025 | Pictet North America Advisors SA | 993,692 | $46.08M | 4.3% | +16.0% | 28.886% | |
| 10/20/2025 | Croban | 123,143 | $5.71M | 3.8% | +23.5% | 3.580% | |
| 10/17/2025 | Archford Capital Strategies LLC | 129,370 | $6.00M | 0.7% | +306.0% | 3.761% | |
| 10/16/2025 | Greenwood Capital Associates LLC | 7,113 | $330K | 0.0% | +61.6% | 0.207% | |
| 10/10/2025 | SK Wealth Management LLC | 23,277 | $1.07M | 0.4% | +1.0% | 0.677% | |
| 9/10/2025 | WT Wealth Management | 123,539 | $5.69M | 1.7% | +0.5% | 3.591% | |
| 9/4/2025 | Osaic Holdings Inc. | 64,435 | $2.97M | 0.0% | +45.8% | 1.873% | |
| 8/15/2025 | MML Investors Services LLC | 35,475 | $1.64M | 0.0% | -5.7% | 1.031% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 4,268 | $197K | 0.0% | N/A | 0.124% | |
| 8/12/2025 | JPMorgan Chase & Co. | 100,432 | $4.63M | 0.0% | +24.4% | 2.920% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 66,549 | $3.07M | 0.1% | +41.1% | 1.964% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 47,098 | $2.17M | 0.0% | -3.9% | 1.390% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 13,384 | $617K | 0.0% | -6.2% | 0.395% | |
| 7/24/2025 | Croban | 99,726 | $4.60M | 3.9% | -27.7% | 2.943% | |
| 7/21/2025 | Greenwood Capital Associates LLC | 4,401 | $203K | 0.0% | N/A | 0.130% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 21,000 | $968K | 0.0% | -43.5% | 0.569% | |
| 7/17/2025 | Archford Capital Strategies LLC | 31,864 | $1.47M | 0.2% | +14.2% | 0.864% | |
| 7/16/2025 | Banque Pictet & Cie SA | 28,836 | $1.33M | 0.0% | +2.9% | 0.782% | |
| 7/15/2025 | Pictet North America Advisors SA | 856,500 | $39.48M | 3.9% | +3.9% | 23.218% | |
| 7/10/2025 | SK Wealth Management LLC | 23,038 | $1.05M | 0.5% | +3.8% | 0.625% | |
| 5/19/2025 | Jane Street Group LLC | 48,823 | $2.18M | 0.0% | +133.9% | 1.298% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 81,425 | $3.64M | 0.0% | N/A | 2.166% | |
| 5/15/2025 | Royal Bank of Canada | 52,054 | $2.32M | 0.0% | +20.6% | 1.384% | |
| 5/8/2025 | Jefferies Financial Group Inc. | 28,508 | $1.27M | 0.0% | N/A | 0.742% | |
| 5/7/2025 | LPL Financial LLC | 163,734 | $7.31M | 0.0% | +46.4% | 4.264% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 466,081 | $20.81M | 2.8% | N/A | 12.138% | |
| 5/6/2025 | WT Wealth Management | 122,952 | $5.49M | 1.8% | -18.7% | 3.202% | |
| 5/5/2025 | IFP Advisors Inc | 120,550 | $5.38M | 0.2% | +1.1% | 3.139% | |
| 5/1/2025 | Croban | 137,950 | $6.16M | 5.7% | N/A | 3.592% | |
| 4/30/2025 | Banque Pictet & Cie SA | 28,016 | $1.25M | 0.0% | +11.8% | 0.730% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 14,266 | $637K | 0.0% | N/A | 0.372% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 49,030 | $2.19M | 0.0% | +0.7% | 1.277% | |
| 4/28/2025 | Pictet North America Advisors SA | 824,365 | $36.81M | 3.7% | +27.3% | 21.468% | |
| 4/23/2025 | Archford Capital Strategies LLC | 27,913 | $1.25M | 0.2% | +296.8% | 0.727% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 47,172 | $2.11M | 0.1% | +3.9% | 1.228% | |
| 4/22/2025 | SK Wealth Management LLC | 22,200 | $981K | 0.5% | +4.8% | 0.578% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 37,150 | $1.66M | 0.0% | +5.9% | 0.967% | |
| 2/14/2025 | Jane Street Group LLC | 20,873 | $952K | 0.0% | +37.2% | 0.748% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 48,672 | $2.22M | 0.0% | +21.7% | 1.745% | |
| 2/12/2025 | JPMorgan Chase & Co. | 20,277 | $924K | 0.0% | N/A | 0.727% | |
| 2/11/2025 | LPL Financial LLC | 111,823 | $5.10M | 0.0% | +48.7% | 4.008% | |
| 2/5/2025 | WT Wealth Management | 151,319 | $6.90M | 2.2% | -0.3% | 5.424% | |
| 2/4/2025 | IFP Advisors Inc | 119,216 | $5.44M | 0.2% | +2.4% | 4.273% | |
| 2/3/2025 | Private Advisor Group LLC | 30,884 | $1.41M | 0.0% | N/A | 1.107% | |
| 1/30/2025 | Pictet North America Advisors SA | 647,720 | $29.53M | 2.8% | +62.6% | 23.216% | |
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| 1/30/2025 | Banque Pictet & Cie SA | 25,054 | $1.14M | 0.0% | +52.3% | 0.898% | |
| 1/21/2025 | Archford Capital Strategies LLC | 7,035 | $321K | 0.0% | +26.6% | 0.252% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 45,406 | $2.07M | 0.1% | -5.1% | 1.627% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 35,075 | $1.60M | 0.0% | N/A | 1.257% | |
| 1/15/2025 | LongView Wealth Management | 6,868 | $313K | 0.1% | -19.6% | 0.246% | |
| 12/30/2024 | SK Wealth Management LLC | 21,182 | $966K | 0.4% | N/A | 0.759% | |
| 11/15/2024 | MML Investors Services LLC | 37,549 | $1.75M | 0.0% | -1.9% | 1.346% | |
| 11/15/2024 | Jane Street Group LLC | 15,210 | $710K | 0.0% | N/A | 0.545% | |
| 10/22/2024 | Pictet North America Advisors SA | 398,316 | $18.59M | 1.8% | -0.2% | 14.277% | |
| 10/22/2024 | WT Wealth Management | 151,778 | $7.04M | 1.7% | +118.2% | 5.440% | |