| 8/22/2026 | Compass Financial Management LLC | 3,596 | $162K | 0.0% | N/A | 0.010% | |
| 8/21/2026 | Continuum Advisory LLC | 1,548 | $70K | 0.0% | N/A | 0.004% | |
| 8/12/2026 | Compass Financial Management LLC | 3,596 | $162K | 0.0% | N/A | 0.010% | |
| 7/9/2026 | Allied Private Wealth LLC | 1,005 | $46K | 0.0% | N/A | 0.003% | |
| 5/19/2026 | Arkadios Wealth Advisors | 9,039 | $363K | 0.0% | +9.9% | 0.026% | |
| 5/18/2026 | Sunbelt Securities Inc. | 23,198 | $931K | 0.1% | +25.9% | 0.065% | |
| 5/7/2026 | Marshall & Sterling Wealth Advisors Inc. | 22,938 | $921K | 0.6% | -78.5% | 0.065% | |
| 5/5/2026 | Bank of New York Mellon Corp | 15,435 | $620K | 0.0% | +3.4% | 0.044% | |
| 5/2/2026 | Anchor Investment Management LLC | 24,642 | $989K | 0.1% | -2.4% | 0.070% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 141,451 | $5.68M | 0.0% | -1.2% | 0.400% | |
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| 4/15/2026 | Nations Financial Group Inc. IA ADV | 27,469 | $1.10M | 0.1% | +1.9% | 0.078% | |
| 2/20/2026 | Sunbelt Securities Inc. | 18,431 | $783K | 0.1% | +32.8% | 0.055% | |
| 2/18/2026 | BNB Wealth Management LLC | 29,823 | $1.27M | 0.8% | N/A | 0.088% | |
| 2/17/2026 | Advisory Services Network LLC | 54,584 | $2.32M | 0.0% | +2.4% | 0.162% | |
| 2/13/2026 | Arkadios Wealth Advisors | 8,226 | $349K | 0.0% | N/A | 0.024% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 54,044 | $2.30M | 0.0% | +1.5% | 0.160% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 143,221 | $6.08M | 0.0% | -0.9% | 0.425% | |
| 2/10/2026 | Marshall & Sterling Wealth Advisors Inc. | 106,630 | $4.53M | 3.0% | +2.0% | 0.316% | |
| 2/9/2026 | PSI Advisors LLC | 16,103 | $684K | 0.2% | +35.5% | 0.048% | |
| 2/9/2026 | RHL Group LLC | 7,263 | $309K | 0.2% | N/A | 0.022% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 5,000 | $212K | 0.0% | +233.3% | 0.015% | |
| 2/6/2026 | BlueStem Wealth Partners LLC | 30,124 | $1.28M | 0.1% | +23.9% | 0.089% | |
| 1/28/2026 | West Michigan Advisors LLC | 63,026 | $2.69M | 0.6% | +3.7% | 0.186% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 26,955 | $1.15M | 0.1% | +1.2% | 0.079% | |
| 1/23/2026 | Farther Finance Advisors LLC | 65,275 | $2.77M | 0.0% | N/A | 0.192% | |
| 1/21/2026 | Sound Income Strategies LLC | 8,226 | $354K | 0.0% | +2,036.6% | 0.024% | |
| 1/1/2026 | JPMorgan Chase & Co. | 10,063 | $422K | 0.0% | N/A | 0.033% | |
| 11/19/2025 | Sunbelt Securities Inc. | 13,883 | $582K | 0.0% | +109.7% | 0.045% | |
| 11/17/2025 | NewEdge Advisors LLC | 94,680 | $3.97M | 0.0% | -1.2% | 0.306% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 53,230 | $2.23M | 0.0% | +2.8% | 0.172% | |
| 11/17/2025 | Anchor Investment Management LLC | 25,228 | $1.06M | 0.1% | +27.2% | 0.081% | |
| 11/17/2025 | Ameriprise Financial Inc. | 4,817 | $202K | 0.0% | N/A | 0.016% | |
| 11/12/2025 | BlueStem Wealth Partners LLC | 24,312 | $1.02M | 0.1% | +55.0% | 0.079% | |
| 11/7/2025 | JPMorgan Chase & Co. | 10,063 | $422K | 0.0% | N/A | 0.033% | |
| 11/5/2025 | MMA Asset Management LLC | 14,936 | $626K | 0.2% | +100.0% | 0.048% | |
| 10/28/2025 | Nations Financial Group Inc. IA ADV | 26,645 | $1.12M | 0.1% | +122.4% | 0.087% | |
| 10/16/2025 | Silverleafe Capital Partners LLC | 7,770 | $326K | 0.1% | +29.8% | 0.026% | |
| 10/15/2025 | Private Trust Co. NA | 10,479 | $439K | 0.0% | +113.6% | 0.035% | |
| 10/7/2025 | Nova Wealth Management Inc. | 735 | $31K | 0.0% | -29.1% | 0.002% | |
| 8/19/2025 | Anchor Investment Management LLC | 19,830 | $782K | 0.1% | -3.5% | 0.073% | |
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| 8/13/2025 | Baird Financial Group Inc. | 27,491 | $1.09M | 0.0% | +8.2% | 0.102% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 1,500 | $59K | 0.0% | N/A | 0.006% | |
| 7/31/2025 | West Michigan Advisors LLC | 75,928 | $3.03M | 0.9% | +5.5% | 0.285% | |
| 7/29/2025 | Private Trust Co. NA | 4,906 | $194K | 0.0% | -7.5% | 0.018% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 147,495 | $5.82M | 0.0% | -2.4% | 0.557% | |
| 7/8/2025 | Silverleafe Capital Partners LLC | 5,985 | $236K | 0.1% | -16.3% | 0.023% | |
| 7/7/2025 | Nova Wealth Management Inc. | 1,036 | $41K | 0.0% | N/A | 0.004% | |
| 5/16/2025 | NewEdge Advisors LLC | 106,326 | $3.88M | 0.0% | +8.0% | 0.451% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 44,783 | $1.64M | 0.0% | -6.4% | 0.190% | |
| 5/15/2025 | Baird Financial Group Inc. | 25,406 | $928K | 0.0% | -6.6% | 0.108% | |
| 5/14/2025 | Flow Traders U.S. LLC | 17,411 | $636K | 0.0% | N/A | 0.074% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 11,978 | $437K | 0.0% | +10.1% | 0.051% | |
| 5/9/2025 | West Michigan Advisors LLC | 71,946 | $2.67M | 0.9% | +1.9% | 0.305% | |
| 5/8/2025 | MMA Asset Management LLC | 7,468 | $273K | 0.1% | N/A | 0.032% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 18,286 | $668K | 0.1% | +105.9% | 0.079% | |
| 4/28/2025 | Private Trust Co. NA | 5,306 | $194K | 0.0% | +9.1% | 0.023% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 151,056 | $5.52M | 0.0% | +6.5% | 0.653% | |
| 4/16/2025 | BigSur Wealth Management LLC | 11,000 | $408K | 0.1% | +83.3% | 0.048% | |
| 4/2/2025 | Global Wealth Strategies & Associates | 1,209 | $44K | 0.0% | N/A | 0.005% | |
| 2/18/2025 | 49 Wealth Management LLC | 5,770 | $222K | 0.0% | N/A | 0.058% | |
| 2/17/2025 | Baird Financial Group Inc. | 27,207 | $1.04M | 0.0% | +5.5% | 0.272% | |
| 2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 82,390 | $3.16M | 2.2% | N/A | 0.825% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 47,823 | $1.84M | 0.0% | +1.7% | 0.479% | |
| 2/12/2025 | OLD Mission Capital LLC | 17,227 | $661K | 0.0% | -57.3% | 0.172% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 3,480 | $134K | 0.0% | -16.2% | 0.035% | |
| 2/5/2025 | BlueStem Wealth Partners LLC | 8,882 | $341K | 0.0% | N/A | 0.089% | |
| 2/5/2025 | West Michigan Advisors LLC | 70,580 | $2.75M | 0.8% | -3.7% | 0.707% | |
| 2/5/2025 | WR Wealth Planners LLC | 14,963 | $574K | 0.2% | +41.0% | 0.150% | |
| 2/5/2025 | Private Trust Co. NA | 4,862 | $187K | 0.0% | +53.6% | 0.049% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 10,880 | $418K | 0.0% | N/A | 0.109% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 141,841 | $5.45M | 0.0% | +52.6% | 1.420% | |
| 1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 12,795 | $491K | 0.4% | +29.0% | 0.128% | |
| 1/6/2025 | Silverleafe Capital Partners LLC | 7,038 | $270K | 0.1% | N/A | 0.070% | |
| 11/21/2024 | Anchor Investment Management LLC | 20,540 | $780K | 0.1% | +37.3% | 0.206% | |
| 11/18/2024 | Sunbelt Securities Inc. | 6,620 | $251K | 0.0% | N/A | 0.066% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 47,041 | $1.79M | 0.0% | +1.2% | 0.471% | |
| 11/13/2024 | Private Trust Co. NA | 3,166 | $120K | 0.0% | +169.0% | 0.032% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 92,941 | $3.53M | 0.0% | +33.3% | 0.930% | |
| 10/23/2024 | West Michigan Advisors LLC | 73,305 | $2.82M | 0.9% | +1.7% | 0.734% | |
| 8/16/2024 | NewEdge Advisors LLC | 32,804 | $1.20M | 0.0% | +51.4% | 0.328% | |
| 7/31/2024 | WR Wealth Planners LLC | 4,878 | $179K | 0.1% | +306.5% | 0.049% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 62,912 | $2.25M | 0.0% | +99.0% | 0.662% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 31,613 | $1.05M | 0.0% | +64.9% | 0.712% | |
| 1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 6,780 | $224K | 0.1% | N/A | 0.153% | |
| 1/2/2024 | Anchor Investment Management LLC | 14,962 | $494K | 0.1% | N/A | 0.337% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 19,173 | $583K | 0.0% | +118.8% | 0.432% | |
| 10/18/2023 | Private Trust Co. NA | 1,173 | $36K | 0.0% | N/A | 0.026% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 8,761 | $279K | 0.0% | +10.6% | 0.252% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 7,920 | $237K | 0.0% | +4.4% | 0.228% | |
| 2/13/2023 | West Michigan Advisors LLC | 236,286 | $6.75M | 4.9% | -18.6% | 7.876% | |
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| 2/1/2023 | Janney Montgomery Scott LLC | 7,584 | $217K | 0.0% | N/A | 0.253% | |
| 11/15/2022 | Flow Traders U.S. LLC | 18,135 | $494K | 0.0% | N/A | 0.695% | |
| 8/15/2022 | West Michigan Advisors LLC | 272,847 | $7.90M | 6.8% | +240.4% | 12.632% | |
| 8/3/2022 | Janney Montgomery Scott LLC | 7,623 | $227K | 0.0% | N/A | 0.353% | |