| 5/21/2025 | Geneos Wealth Management Inc. | 88,123 | $3.73M | 0.1% | +1.2% | 0.560% | |
| 5/19/2025 | Jane Street Group LLC | 14,095 | $596K | 0.0% | -5.2% | 0.090% | |
| 5/16/2025 | NewEdge Advisors LLC | 4,990 | $211K | 0.0% | -19.9% | 0.032% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 13,956 | $591K | 0.0% | +5.3% | 0.089% | |
| 5/15/2025 | Royal Bank of Canada | 26,902 | $1.14M | 0.0% | +16.7% | 0.172% | |
| 5/14/2025 | Kestra Advisory Services LLC | 864,632 | $36.59M | 0.2% | +2.2% | 5.514% | |
| 5/14/2025 | Level Four Advisory Services LLC | 147,138 | $6.23M | 0.3% | +1.9% | 0.938% | |
| 5/13/2025 | Raymond James Financial Inc. | 268,312 | $11.36M | 0.0% | -3.4% | 1.711% | |
| 5/12/2025 | Davis Selected Advisers | 3,383,338 | $143.18M | 0.8% | -0.1% | 21.577% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 218,898 | $9.26M | 0.2% | +151.5% | 1.396% | |
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| 5/7/2025 | LPL Financial LLC | 389,634 | $16.49M | 0.0% | +81.2% | 2.485% | |
| 5/6/2025 | Blume Capital Management Inc. | 5,875 | $249K | 0.1% | +23,400.0% | 0.037% | |
| 5/5/2025 | Lunt Capital Management Inc. | 166,315 | $7.04M | 2.6% | +5.0% | 1.061% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 26,199 | $1.11M | 0.0% | -18.6% | 0.167% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 67,114 | $2.84M | 0.0% | N/A | 0.428% | |
| 5/5/2025 | Private Advisor Group LLC | 36,118 | $1.53M | 0.0% | -2.4% | 0.230% | |
| 5/1/2025 | CWM LLC | 10,372 | $439K | 0.0% | N/A | 0.066% | |
| 4/30/2025 | CapWealth Advisors LLC | 33,184 | $1.40M | 0.2% | -6.4% | 0.212% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 24,756 | $1.05M | 0.0% | -40.7% | 0.158% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 42,240 | $1.78M | 0.2% | +19.3% | 0.269% | |
| 4/28/2025 | D.A. Davidson & CO. | 142,420 | $6.03M | 0.0% | +2.0% | 0.908% | |
| 4/28/2025 | Sebold Capital Management Inc. | 79,141 | $3.35M | 2.2% | -12.0% | 0.505% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,898 | $377K | 0.0% | +7.3% | 0.059% | |
| 4/18/2025 | CENTRAL TRUST Co | 777 | $33K | 0.0% | N/A | 0.005% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 5,374 | $227K | 0.0% | N/A | 0.036% | |
| 4/15/2025 | Focus Financial Network Inc. | 11,368 | $481K | 0.0% | -3.0% | 0.075% | |
| 4/14/2025 | Priebe Wealth Holdings LLC | 123,990 | $5.25M | 3.3% | +1,757.5% | 0.819% | |
| 4/11/2025 | Next Level Private LLC | 293,917 | $12.44M | 4.6% | +11.3% | 1.943% | |
| 4/10/2025 | Diligent Investors LLC | 6,185 | $262K | 0.1% | -10.2% | 0.041% | |
| 4/8/2025 | Lantz Financial LLC | 22,709 | $961K | 0.3% | +4.9% | 0.150% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 5,381 | $227K | 0.0% | +6.1% | 0.043% | |
| 2/17/2025 | Waverly Advisors LLC | 14,817 | $624K | 0.0% | -4.0% | 0.118% | |
| 2/17/2025 | Captrust Financial Advisors | 30,085 | $1.27M | 0.0% | +6.7% | 0.239% | |
| 2/17/2025 | Citadel Advisors LLC | 23,833 | $1.00M | 0.0% | N/A | 0.189% | |
| 2/17/2025 | Beck Bode LLC | 8,432 | $355K | 0.1% | -54.7% | 0.067% | |
| 2/17/2025 | Bank of America Corp DE | 300,198 | $12.64M | 0.0% | +116.7% | 2.383% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 27,140 | $1.14M | 0.0% | -6.0% | 0.215% | |
| 2/14/2025 | Jane Street Group LLC | 14,875 | $626K | 0.0% | -61.9% | 0.118% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 13,255 | $558K | 0.0% | N/A | 0.105% | |
| 2/14/2025 | Stifel Financial Corp | 88,230 | $3.72M | 0.0% | +4.7% | 0.700% | |
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| 2/14/2025 | Commerce Bank | 6,885 | $290K | 0.0% | N/A | 0.055% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 49,506 | $2.09M | 0.0% | +2.7% | 0.393% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 41,725 | $1.76M | 0.0% | +44.1% | 0.331% | |
| 2/13/2025 | Wells Fargo & Company MN | 9,082 | $382K | 0.0% | N/A | 0.072% | |
| 2/12/2025 | Level Four Advisory Services LLC | 144,383 | $6.08M | 0.2% | -1.3% | 1.146% | |
| 2/11/2025 | LPL Financial LLC | 214,976 | $9.05M | 0.0% | +5.2% | 1.706% | |
| 2/11/2025 | Millstone Evans Group LLC | 768 | $32K | 0.0% | N/A | 0.006% | |
| 2/10/2025 | Corient Private Wealth LLC | 5,536 | $233K | 0.0% | -45.0% | 0.044% | |
| 2/10/2025 | Kestra Advisory Services LLC | 845,682 | $35.61M | 0.2% | +5.4% | 6.712% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 181,869 | $7.66M | 0.0% | +34.1% | 1.443% | |
| 2/7/2025 | Davis Selected Advisers | 3,386,897 | $142.62M | 0.8% | +0.0% | 26.880% | |
| 2/6/2025 | Raymond James Financial Inc. | 277,814 | $11.70M | 0.0% | N/A | 2.205% | |
| 2/6/2025 | Atria Investments Inc | 5,807 | $245K | 0.0% | -31.0% | 0.046% | |
| 2/4/2025 | IFP Advisors Inc | 2,665 | $112K | 0.0% | -45.7% | 0.021% | |
| 2/3/2025 | Private Advisor Group LLC | 37,011 | $1.56M | 0.0% | +1.1% | 0.294% | |
| 1/31/2025 | D.A. Davidson & CO. | 139,604 | $5.88M | 0.0% | -0.7% | 1.108% | |
| 1/31/2025 | Truist Financial Corp | 6,621 | $279K | 0.0% | +18.9% | 0.053% | |
| 1/31/2025 | Sanctuary Advisors LLC | 19,547 | $891K | 0.0% | +6.2% | 0.155% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 32,186 | $1.36M | 0.1% | -5.6% | 0.255% | |
| 1/30/2025 | CapWealth Advisors LLC | 35,466 | $1.49M | 0.2% | -4.6% | 0.281% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 39,789 | $1.68M | 0.1% | -16.0% | 0.316% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 35,407 | $1.49M | 0.1% | +27.3% | 0.281% | |
| 1/27/2025 | Kathleen S. Wright Associates Inc. | 23,225 | $978K | 0.4% | -1.0% | 0.184% | |
| 1/24/2025 | Lunt Capital Management Inc. | 158,409 | $6.67M | 2.6% | +21.6% | 1.257% | |
| 1/22/2025 | Next Level Private LLC | 264,170 | $11.12M | 4.5% | +18.6% | 2.097% | |
| 1/21/2025 | Lantz Financial LLC | 21,646 | $911K | 0.2% | +5.0% | 0.172% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 87,043 | $3.67M | 0.1% | +4.5% | 0.691% | |
| 1/16/2025 | Priebe Wealth Holdings LLC | 6,675 | $281K | 0.2% | N/A | 0.053% | |
| 1/14/2025 | Sebold Capital Management Inc. | 89,931 | $3.79M | 2.5% | -7.6% | 0.714% | |
| 1/14/2025 | Melone Private Wealth LLC | 14,512 | $611K | 0.3% | -5.9% | 0.115% | |
| 12/26/2024 | JPMorgan Chase & Co. | 730 | $30K | 0.0% | -47.3% | 0.006% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 5,073 | $211K | 0.0% | -5.6% | 0.040% | |
| 11/25/2024 | Sanctuary Advisors LLC | 18,401 | $816K | 0.0% | N/A | 0.146% | |
| 11/15/2024 | Jane Street Group LLC | 39,077 | $1.63M | 0.0% | N/A | 0.310% | |
| 11/15/2024 | Stifel Financial Corp | 84,271 | $3.51M | 0.0% | +44.3% | 0.669% | |
| 11/15/2024 | Quantinno Capital Management LP | 7,944 | $331K | 0.0% | N/A | 0.063% | |
| 11/14/2024 | Captrust Financial Advisors | 28,198 | $1.18M | 0.0% | +4.6% | 0.224% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 48,226 | $2.01M | 0.0% | -0.6% | 0.383% | |
| 11/13/2024 | Avestar Capital LLC | 15,549 | $648K | 0.1% | N/A | 0.123% | |
| 11/13/2024 | D.A. Davidson & CO. | 140,573 | $5.86M | 0.0% | +0.4% | 1.116% | |
| 11/8/2024 | Prospera Financial Services Inc | 70,923 | $2.96M | 0.1% | -37.0% | 0.563% | |
| 11/1/2024 | Atria Investments Inc | 8,415 | $351K | 0.0% | N/A | 0.067% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 47,366 | $1.97M | 0.1% | -65.0% | 0.376% | |
| 10/28/2024 | Focus Financial Network Inc. | 11,684 | $487K | 0.0% | -11.2% | 0.093% | |
| 10/25/2024 | Financial Advocates Investment Management | 8,921 | $372K | 0.0% | -7.8% | 0.071% | |
| 10/24/2024 | Lunt Capital Management Inc. | 130,296 | $5.43M | 2.5% | +22.8% | 1.034% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 34,099 | $1.42M | 0.1% | +9.1% | 0.271% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 27,811 | $1.16M | 0.1% | +209.3% | 0.221% | |
| 10/22/2024 | Private Advisor Group LLC | 36,610 | $1.53M | 0.0% | -2.9% | 0.291% | |
| 10/22/2024 | Sebold Capital Management Inc. | 97,302 | $4.06M | 2.7% | -3.0% | 0.772% | |
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| 10/18/2024 | Raymond James & Associates | 256,050 | $10.67M | 0.0% | -2.0% | 2.032% | |
| 10/16/2024 | Summit Investment Advisory Services LLC | 7,983 | $333K | 0.2% | N/A | 0.063% | |
| 10/11/2024 | Kathleen S. Wright Associates Inc. | 23,469 | $978K | 0.4% | +4.1% | 0.186% | |
| 10/10/2024 | Next Level Private LLC | 222,649 | $9.28M | 3.8% | +17.3% | 1.767% | |
| 8/21/2024 | Truist Financial Corp | 5,132 | $208K | 0.0% | N/A | 0.041% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 5,373 | $218K | 0.0% | N/A | 0.043% | |
| 8/12/2024 | Beck Bode LLC | 22,806 | $926K | 0.2% | -9.4% | 0.181% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 29,160 | $1.18M | 0.0% | -24.1% | 0.231% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 31,241 | $1.27M | 0.1% | +27.0% | 0.248% | |
| 8/5/2024 | Private Advisor Group LLC | 37,715 | $1.53M | 0.0% | +4.4% | 0.299% | |
