| 7/31/2025 | Whipplewood Advisors LLC | 35,923 | $633K | 0.3% | -63.0% | 0.711% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 13,198 | $234K | 0.0% | +5.7% | 0.261% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 13,198 | $233K | 0.0% | +5.7% | 0.261% | |
| 7/25/2025 | SPC Financial Inc. | 23,633 | $417K | 0.0% | -4.9% | 0.468% | |
| 7/18/2025 | Madrona Financial Services LLC | 30,071 | $530K | 0.1% | +8.2% | 0.595% | |
| 7/17/2025 | Camelot Portfolios LLC | 12,739 | $225K | 0.1% | -7.7% | 0.252% | |
| 7/10/2025 | Websterrogers Financial Advisors LLC | 96,819 | $1.71M | 0.5% | +4.3% | 1.917% | |
| 5/15/2025 | Royal Bank of Canada | 527,526 | $9.32M | 0.0% | +29.3% | 10.657% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 29,746 | $522K | 0.0% | +2.0% | 0.601% | |
| 5/8/2025 | SPC Financial Inc. | 24,858 | $439K | 0.0% | -14.9% | 0.502% | |
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| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 11,032 | $195K | 0.0% | N/A | 0.223% | |
| 5/6/2025 | Cetera Investment Advisers | 23,619 | $417K | 0.0% | -48.6% | 0.477% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 23,741 | $419K | 0.0% | -95.8% | 0.480% | |
| 4/23/2025 | Madrona Financial Services LLC | 27,798 | $491K | 0.1% | +4.5% | 0.562% | |
| 4/23/2025 | FORM Wealth Advisors LLC | 12,754 | $225K | 0.0% | N/A | 0.258% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 26,922 | $476K | 0.0% | -11.9% | 0.544% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 12,264 | $218K | 0.0% | N/A | 0.248% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 53,771 | $950K | 0.0% | +1.7% | 1.086% | |
| 4/10/2025 | Whipplewood Advisors LLC | 97,059 | $1.72M | 0.5% | +178.8% | 1.961% | |
| 4/9/2025 | Websterrogers Financial Advisors LLC | 92,849 | $1.64M | 0.6% | +4.2% | 1.876% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 52,871 | $961K | 0.0% | N/A | 1.068% | |
| 2/17/2025 | Cetera Investment Advisers | 45,980 | $836K | 0.0% | -23.6% | 0.786% | |
| 2/14/2025 | Stifel Financial Corp | 13,803 | $251K | 0.0% | -11.9% | 0.236% | |
| 2/13/2025 | Jaffetilchin Investment Partners LLC | 566,388 | $10.29M | 0.7% | -2.5% | 9.682% | |
| 2/13/2025 | Raymond James Financial Inc. | 70,741 | $1.29M | 0.0% | N/A | 1.209% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 12,186 | $221K | 0.0% | -11.7% | 0.208% | |
| 2/6/2025 | Raymond James Financial Inc. | 70,741 | $1.29M | 0.0% | N/A | 1.209% | |
| 2/6/2025 | SPC Financial Inc. | 29,208 | $531K | 0.0% | -8.0% | 0.499% | |
| 2/5/2025 | Whipplewood Advisors LLC | 34,812 | $633K | 0.4% | N/A | 0.595% | |
| 1/30/2025 | L.M. Kohn & Company | 18,238 | $331K | 0.1% | -6.9% | 0.312% | |
| 1/30/2025 | White Pine Capital LLC | 13,874 | $252K | 0.1% | -22.7% | 0.237% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 29,160 | $533K | 0.0% | +8.3% | 0.498% | |
| 1/17/2025 | Madrona Financial Services LLC | 26,597 | $483K | 0.1% | -4.2% | 0.455% | |
| 1/14/2025 | Websterrogers Financial Advisors LLC | 89,106 | $1.62M | 0.6% | +2.5% | 1.523% | |
| 11/15/2024 | Jane Street Group LLC | 33,476 | $658K | 0.0% | +69.6% | 0.572% | |
| 11/15/2024 | Stifel Financial Corp | 15,663 | $308K | 0.0% | -17.2% | 0.268% | |
| 11/14/2024 | L.M. Kohn & Company | 19,588 | $385K | 0.1% | +6.3% | 0.335% | |
| 11/4/2024 | Jaffetilchin Investment Partners LLC | 580,706 | $11.41M | 0.9% | +6.6% | 9.927% | |
| 8/22/2024 | Cetera Investment Advisers | 83,222 | $1.54M | 0.0% | +1.4% | 1.423% | |
| 8/21/2024 | SPC Financial Inc. | 31,518 | $582K | 0.1% | -8.7% | 0.539% | |
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| 7/31/2024 | Commonwealth Equity Services LLC | 14,591 | $269K | 0.0% | -14.3% | 0.249% | |
| 7/30/2024 | Jaffetilchin Investment Partners LLC | 544,634 | $10.05M | 0.9% | +5.2% | 9.310% | |
| 7/20/2024 | Madrona Financial Services LLC | 27,770 | $512K | 0.2% | +20.1% | 0.475% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 13,267 | $245K | 0.0% | -4.2% | 0.227% | |
| 7/12/2024 | Websterrogers Financial Advisors LLC | 86,206 | $1.59M | 0.6% | +7.5% | 1.474% | |
| 5/24/2024 | Cetera Advisors LLC | 72,882 | $1.41M | 0.0% | +465.6% | 1.246% | |
| 5/24/2024 | Cetera Investment Advisers | 82,058 | $1.59M | 0.0% | +25.2% | 1.403% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 517,928 | $10.03M | 0.9% | N/A | 8.853% | |
| 5/9/2024 | Camelot Portfolios LLC | 16,613 | $322K | 0.3% | -56.6% | 0.284% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 13,850 | $268K | 0.0% | -9.5% | 0.237% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 52,871 | $1.02M | 0.2% | +2.5% | 0.896% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 15,299 | $285K | 0.0% | +33.1% | 0.247% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 1,400 | $26K | 0.0% | N/A | 0.023% | |
| 2/5/2024 | White Pine Capital LLC | 23,764 | $443K | 0.2% | -50.4% | 0.383% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 15,299 | $286K | 0.0% | +33.1% | 0.247% | |
| 2/1/2024 | CWM LLC | 3,478 | $65K | 0.0% | -67.1% | 0.056% | |
| 1/25/2024 | Madrona Financial Services LLC | 23,169 | $432K | 0.2% | +7.9% | 0.374% | |
| 1/24/2024 | International Assets Investment Management LLC | 5,662 | $105K | 0.0% | N/A | 0.091% | |
| 1/23/2024 | Camelot Portfolios LLC | 38,310 | $714K | 0.4% | +54.3% | 0.618% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 58,257 | $1.09M | 0.0% | -6.0% | 0.940% | |
| 1/16/2024 | Raymond James & Associates | 14,415 | $268K | 0.0% | +15.7% | 0.233% | |
| 11/13/2023 | LPL Financial LLC | 194,892 | $3.43M | 0.0% | -14.5% | 3.143% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 11,491 | $202K | 0.0% | N/A | 0.185% | |
| 11/9/2023 | White Pine Capital LLC | 47,912 | $844K | 0.3% | -31.3% | 0.773% | |
| 11/9/2023 | SPC Financial Inc. | 40,018 | $705K | 0.1% | -26.0% | 0.645% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 11,491 | $203K | 0.0% | +8.7% | 0.185% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 61,980 | $1.09M | 0.0% | -6.2% | 1.000% | |
| 10/24/2023 | Solitude Financial Services | 181,520 | $3.20M | 1.8% | +3.9% | 2.928% | |
| 10/24/2023 | Raymond James & Associates | 12,460 | $219K | 0.0% | -14.2% | 0.201% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 17,882 | $315K | 0.0% | -35.5% | 0.288% | |
| 10/20/2023 | Camelot Portfolios LLC | 24,835 | $437K | 0.4% | -44.8% | 0.401% | |
| 10/11/2023 | CWM LLC | 10,569 | $186K | 0.0% | N/A | 0.170% | |
| 8/10/2023 | Cetera Investment Advisers | 74,505 | $1.37M | 0.0% | -1.1% | 1.202% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 10,572 | $195K | 0.0% | N/A | 0.171% | |
| 8/3/2023 | SPC Financial Inc. | 54,048 | $991K | 0.1% | -1.6% | 0.872% | |
| 7/31/2023 | LPL Financial LLC | 228,071 | $4.18M | 0.0% | -1.2% | 3.679% | |
| 7/26/2023 | Websterrogers Financial Advisors LLC | 83,478 | $1.53M | 0.7% | +2.6% | 1.346% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 66,051 | $1.21M | 0.0% | -9.1% | 1.065% | |
| 7/25/2023 | Raymond James & Associates | 14,519 | $266K | 0.0% | -70.5% | 0.234% | |
| 7/25/2023 | Camelot Portfolios LLC | 44,965 | $825K | 0.5% | -3.1% | 0.725% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 32,577 | $597K | 0.0% | -1.8% | 0.525% | |
| 7/6/2023 | Solitude Financial Services | 174,695 | $3.20M | 1.8% | +8.8% | 2.818% | |
| 5/10/2023 | LPL Financial LLC | 230,921 | $4.29M | 0.0% | +0.8% | 3.695% | |
| 5/9/2023 | SPC Financial Inc. | 54,948 | $1.02M | 0.1% | +1.1% | 0.879% | |
| 5/9/2023 | Laffer Tengler Investments | 37,750 | $701K | 0.2% | -9.1% | 0.604% | |
| 5/9/2023 | White Pine Capital LLC | 96,768 | $1.80M | 0.7% | -4.9% | 1.548% | |
| 5/8/2023 | Delta Investment Management LLC | 28,513 | $529K | 0.2% | +2.2% | 0.456% | |
| 5/3/2023 | Websterrogers Financial Advisors LLC | 81,335 | $1.51M | 0.7% | -7.6% | 1.301% | |
| 4/25/2023 | Solitude Financial Services | 160,537 | $2.98M | 1.9% | +5.0% | 2.569% | |
| 4/20/2023 | Camelot Portfolios LLC | 46,425 | $862K | 0.6% | +5.8% | 0.743% | |
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| 4/18/2023 | IFP Advisors Inc | 10,985 | $266K | 0.0% | -41.5% | 0.176% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 72,637 | $1.35M | 0.0% | -3.0% | 1.162% | |
| 3/6/2023 | OLD Mission Capital LLC | 2,134 | $38K | 0.0% | N/A | 0.034% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 138,213 | $2.49M | 0.0% | +14.2% | 0.000% | |
| 2/10/2023 | Laffer Tengler Investments | 41,528 | $749K | 0.2% | +143.3% | 0.000% | |
| 2/9/2023 | Mercer Global Advisors Inc. ADV | 10,451 | $189K | 0.0% | -49.3% | 0.000% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 74,906 | $1.35M | 0.0% | -1.0% | 0.000% | |
| 2/8/2023 | L.M. Kohn & Company | 17,673 | $319K | 0.1% | +14.0% | 0.000% | |
| 2/8/2023 | Raymond James & Associates | 48,906 | $882K | 0.0% | -17.8% | 0.000% | |
| 2/8/2023 | Belpointe Asset Management LLC | 4,069 | $73K | 0.0% | -35.4% | 0.000% | |
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