| 5/19/2026 | Bank of America Corp DE | 214,622 | $1.91M | 0.0% | +9.4% | 1.373% | |
| 5/14/2026 | Sei Investments Co. | 50,148 | $446K | 0.0% | +26.8% | 0.321% | |
| 5/1/2026 | Fifth Third Bancorp | 4,954 | $44K | 0.0% | N/A | 0.032% | |
| 4/27/2026 | Sound Income Strategies LLC | 503,122 | $4.46M | 0.2% | -4.9% | 3.651% | |
| 2/17/2026 | Cetera Investment Advisers | 18,543 | $173K | 0.0% | -73.7% | 0.119% | |
| 2/17/2026 | Osaic Holdings Inc. | 21,897 | $204K | 0.0% | +111.4% | 0.140% | |
| 2/17/2026 | Advisory Services Network LLC | 27,567 | $257K | 0.0% | +55.9% | 0.177% | |
| 2/17/2026 | Royal Bank of Canada | 5,733 | $53K | 0.0% | -51.8% | 0.037% | |
| 2/13/2026 | Wells Fargo & Company MN | 126,949 | $1.18M | 0.0% | -14.9% | 0.814% | |
| 2/12/2026 | Jane Street Group LLC | 17,244 | $161K | 0.0% | N/A | 0.111% | |
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| 2/11/2026 | LPL Financial LLC | 642,722 | $5.99M | 0.0% | +1.2% | 4.123% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 26,064 | $243K | 0.0% | -6.4% | 0.167% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 19,017 | $177K | 0.0% | N/A | 0.122% | |
| 2/9/2026 | Harbour Investments Inc. | 6,461 | $60K | 0.0% | +67.8% | 0.041% | |
| 2/6/2026 | Global Retirement Partners LLC | 65,900 | $614K | 0.0% | +88.8% | 0.423% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 18,089 | $169K | 0.0% | +9.7% | 0.116% | |
| 1/21/2026 | Sound Income Strategies LLC | 528,892 | $5.05M | 0.2% | -5.5% | 3.781% | |
| 1/16/2026 | Perigon Wealth Management LLC | 116,351 | $1.08M | 0.0% | -1.4% | 0.832% | |
| 11/17/2025 | Susquehanna International Group LLP | 12,171 | $112K | 0.0% | -76.5% | 0.084% | |
| 11/17/2025 | Citadel Advisors LLC | 39,026 | $361K | 0.0% | N/A | 0.269% | |
| 11/17/2025 | Bank of America Corp DE | 205,384 | $1.90M | 0.0% | -1.5% | 1.414% | |
| 11/17/2025 | Ameriprise Financial Inc. | 14,752 | $136K | 0.0% | N/A | 0.102% | |
| 11/14/2025 | Raymond James Financial Inc. | 110,473 | $1.02M | 0.0% | +28.5% | 0.761% | |
| 11/13/2025 | Sei Investments Co. | 34,728 | $321K | 0.0% | +43.6% | 0.239% | |
| 11/13/2025 | UBS Group AG | 168,282 | $1.56M | 0.0% | +1.1% | 1.159% | |
| 11/6/2025 | Whipplewood Advisors LLC | 25,552 | $236K | 0.2% | +5.7% | 0.176% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 168,443 | $1.56M | 0.0% | +1.2% | 1.160% | |
| 11/3/2025 | Foundations Investment Advisors LLC | 27,854 | $257K | 0.0% | +7.5% | 0.192% | |
| 11/3/2025 | AE Wealth Management LLC | 60,373 | $558K | 0.0% | +20.7% | 0.416% | |
| 10/21/2025 | Global Retirement Partners LLC | 34,900 | $322K | 0.0% | +9.3% | 0.240% | |
| 10/17/2025 | Perigon Wealth Management LLC | 118,027 | $1.09M | 0.0% | +3.9% | 0.811% | |
| 10/10/2025 | Sound Income Strategies LLC | 559,475 | $5.20M | 0.3% | -6.4% | 3.845% | |
| 9/4/2025 | Osaic Holdings Inc. | 4,862 | $44K | 0.0% | -35.1% | 0.032% | |
| 8/14/2025 | Raymond James Financial Inc. | 85,999 | $771K | 0.0% | +7.6% | 0.572% | |
| 8/14/2025 | Sei Investments Co. | 24,180 | $217K | 0.0% | +20.6% | 0.161% | |
| 8/12/2025 | Global Retirement Partners LLC | 31,926 | $286K | 0.0% | N/A | 0.212% | |
| 8/8/2025 | Cetera Investment Advisers | 71,050 | $637K | 0.0% | -1.6% | 0.480% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 25,919 | $232K | 0.0% | N/A | 0.175% | |
| 8/7/2025 | Allworth Financial LP | 2,840 | $25K | 0.0% | N/A | 0.019% | |
| 8/6/2025 | AE Wealth Management LLC | 50,036 | $449K | 0.0% | +15.3% | 0.338% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 166,511 | $1.49M | 0.0% | -2.1% | 1.126% | |
| 7/31/2025 | Whipplewood Advisors LLC | 24,177 | $217K | 0.1% | +805,800.0% | 0.163% | |
| 7/17/2025 | Sound Income Strategies LLC | 597,841 | $5.36M | 0.3% | -1.0% | 4.042% | |
| 7/16/2025 | Perigon Wealth Management LLC | 113,546 | $1.02M | 0.0% | -1.1% | 0.768% | |
| 5/19/2025 | Jane Street Group LLC | 98,465 | $883K | 0.0% | +45.8% | 0.659% | |
| 5/14/2025 | Comerica Bank | 4,954 | $44K | 0.0% | -62.0% | 0.033% | |
| 5/13/2025 | Sei Investments Co. | 20,057 | $180K | 0.0% | +14.6% | 0.134% | |
| 5/7/2025 | LPL Financial LLC | 699,713 | $6.27M | 0.0% | -4.5% | 4.634% | |
| 5/6/2025 | Cetera Investment Advisers | 72,237 | $648K | 0.0% | +2.5% | 0.478% | |
| 5/6/2025 | AE Wealth Management LLC | 43,382 | $389K | 0.0% | +29.0% | 0.287% | |
| 4/28/2025 | Mountain Capital Investment Advisors Inc. | 12,711 | $111K | 0.0% | N/A | 0.084% | |
| 4/23/2025 | Perigon Wealth Management LLC | 114,774 | $1.03M | 0.0% | +1.1% | 0.760% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 28,959 | $260K | 0.0% | -14.6% | 0.192% | |
| 4/17/2025 | Sound Income Strategies LLC | 604,183 | $5.42M | 0.3% | +8.8% | 4.001% | |
| 2/17/2025 | Cetera Investment Advisers | 70,487 | $653K | 0.0% | -3.5% | 0.425% | |
| 2/14/2025 | Jane Street Group LLC | 67,543 | $625K | 0.0% | +12.2% | 0.407% | |
| 2/13/2025 | Raymond James Financial Inc. | 74,153 | $687K | 0.0% | N/A | 0.447% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 169,135 | $1.57M | 0.0% | -5.3% | 1.020% | |
| 2/13/2025 | Wells Fargo & Company MN | 120,497 | $1.12M | 0.0% | -17.8% | 0.727% | |
| 2/11/2025 | LPL Financial LLC | 732,821 | $6.79M | 0.0% | -3.6% | 4.420% | |
| 2/11/2025 | Sei Investments Co. | 17,498 | $162K | 0.0% | N/A | 0.106% | |
| 2/6/2025 | Raymond James Financial Inc. | 74,153 | $687K | 0.0% | N/A | 0.447% | |
| 2/5/2025 | Whipplewood Advisors LLC | 24,315 | $225K | 0.1% | N/A | 0.147% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 36,053 | $334K | 0.0% | N/A | 0.217% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 36,053 | $334K | 0.0% | N/A | 0.217% | |
| 1/22/2025 | Perigon Wealth Management LLC | 113,503 | $1.07M | 0.0% | +1.7% | 0.685% | |
| 1/21/2025 | Sound Income Strategies LLC | 555,319 | $5.14M | 0.3% | +3.5% | 3.349% | |
| 1/17/2025 | Mutual Advisors LLC | 16,550 | $155K | 0.0% | -11.3% | 0.100% | |
| 11/15/2024 | MCIA Inc | 12,228 | $119K | 0.0% | +10.6% | 0.074% | |
| 11/15/2024 | Jane Street Group LLC | 60,199 | $587K | 0.0% | +7.1% | 0.363% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 13,212 | $129K | 0.0% | +18.8% | 0.080% | |
| 10/10/2024 | Sound Income Strategies LLC | 536,520 | $5.23M | 0.3% | +4.4% | 3.236% | |
| 8/13/2024 | AE Wealth Management LLC | 27,038 | $249K | 0.0% | -4.8% | 0.163% | |
| 7/23/2024 | MeadowBrook Investment Advisors LLC | 5,245 | $48K | 0.0% | -67.1% | 0.032% | |
| 7/12/2024 | Sound Income Strategies LLC | 513,764 | $4.73M | 0.3% | +8.1% | 3.099% | |
| 4/15/2024 | Sound Income Strategies LLC | 475,352 | $4.50M | 0.3% | +12.2% | 2.791% | |
| 4/11/2024 | MCIA Inc | 11,046 | $103K | 0.0% | N/A | 0.052% | |
| 2/9/2024 | Advisory Services Network LLC | 116,148 | $1.06M | 0.0% | +1.5% | 0.552% | |
| 2/9/2024 | D.A. Davidson & CO. | 54,363 | $494K | 0.0% | +9.1% | 0.258% | |
| 2/6/2024 | MeadowBrook Investment Advisors LLC | 15,945 | $145K | 0.1% | N/A | 0.076% | |
| 1/29/2024 | Ellis Investment Partners LLC | 31,850 | $289K | 0.1% | +7.1% | 0.151% | |
| 1/24/2024 | International Assets Investment Management LLC | 20,884 | $190K | 0.0% | N/A | 0.099% | |
| 1/18/2024 | Gradient Investments LLC | 3,653 | $33K | 0.0% | +99.1% | 0.017% | |
| 1/16/2024 | Raymond James & Associates | 40,520 | $368K | 0.0% | +72.9% | 0.192% | |
| 1/10/2024 | Sound Income Strategies LLC | 423,547 | $3.85M | 0.3% | +6.5% | 2.011% | |
| 11/13/2023 | LPL Financial LLC | 772,137 | $6.78M | 0.0% | +2.7% | 3.666% | |
| 11/8/2023 | HighTower Advisors LLC | 104,127 | $914K | 0.0% | +10.5% | 0.494% | |
| 11/8/2023 | D.A. Davidson & CO. | 49,840 | $438K | 0.0% | +20.5% | 0.237% | |
| 10/27/2023 | Hennion & Walsh Asset Management Inc. | 299,276 | $2.63M | 0.2% | +8.8% | 1.421% | |
| 10/24/2023 | Raymond James & Associates | 23,438 | $206K | 0.0% | +20.6% | 0.111% | |
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| 10/24/2023 | Pinnacle Associates Ltd. | 13,928 | $122K | 0.0% | -12.6% | 0.066% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 35,488 | $312K | 0.0% | -4.6% | 0.169% | |
| 10/13/2023 | PFG Advisors | 11,567 | $102K | 0.0% | -53.1% | 0.055% | |
| 10/13/2023 | Global Retirement Partners LLC | 22,930 | $193K | 0.0% | +43.9% | 0.109% | |
| 10/12/2023 | Sound Income Strategies LLC | 397,745 | $3.49M | 0.3% | +7.7% | 1.889% | |
| 10/5/2023 | IVC Wealth Advisors LLC | 10,450 | $92K | 0.1% | -54.4% | 0.050% | |
| 8/10/2023 | Cetera Investment Advisers | 69,427 | $628K | 0.0% | +4.8% | 0.330% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 215,530 | $1.95M | 0.0% | +57.1% | 1.023% | |
| 7/31/2023 | LPL Financial LLC | 752,061 | $6.80M | 0.0% | -1.0% | 3.571% | |
| 7/27/2023 | Pinnacle Associates Ltd. | 15,928 | $144K | 0.0% | -61.7% | 0.075% | |