| 5/28/2025 | Intrua Financial LLC | 10,205 | $221K | 0.0% | -14.4% | 0.127% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 63,883 | $1.38M | 0.0% | -2.7% | 0.796% | |
| 5/15/2025 | Royal Bank of Canada | 165,207 | $3.57M | 0.0% | +23.6% | 2.057% | |
| 5/15/2025 | Baird Financial Group Inc. | 68,750 | $1.49M | 0.0% | +9.5% | 0.856% | |
| 5/13/2025 | HighTower Advisors LLC | 64,046 | $1.39M | 0.0% | -21.7% | 0.798% | |
| 5/12/2025 | Nuveen LLC | 17,036 | $368K | 0.0% | N/A | 0.212% | |
| 5/8/2025 | Harbour Investments Inc. | 17,799 | $385K | 0.0% | +25.9% | 0.216% | |
| 5/7/2025 | Maridea Wealth Management LLC | 46,577 | $1.01M | 0.3% | +12.2% | 0.566% | |
| 5/7/2025 | LPL Financial LLC | 255,403 | $5.52M | 0.0% | -6.4% | 3.103% | |
| 5/6/2025 | Hedeker Wealth LLC | 75,191 | $1.63M | 0.4% | -16.0% | 0.914% | |
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| 5/6/2025 | Cetera Investment Advisers | 123,243 | $2.67M | 0.0% | +9.1% | 1.497% | |
| 5/5/2025 | Private Advisor Group LLC | 11,894 | $257K | 0.0% | +20.4% | 0.145% | |
| 5/1/2025 | Fidelity D & D Bancorp Inc. | 450,990 | $9.76M | 6.4% | +0.7% | 5.480% | |
| 4/30/2025 | Investment Partners LTD. | 52,511 | $1.14M | 0.5% | +2.3% | 0.638% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 317,707 | $6.87M | 0.0% | +13.2% | 3.860% | |
| 4/29/2025 | SimpliFi Inc. | 31,245 | $676K | 0.3% | +2.6% | 0.380% | |
| 4/23/2025 | Madrona Financial Services LLC | 24,695 | $534K | 0.1% | +4.1% | 0.300% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 12,415 | $269K | 0.0% | -7.4% | 0.151% | |
| 4/15/2025 | GAMMA Investing LLC | 2,963 | $64K | 0.0% | +83.8% | 0.037% | |
| 4/14/2025 | Park Avenue Securities LLC | 43,147 | $933K | 0.0% | +17.1% | 0.536% | |
| 4/7/2025 | GAMMA Investing LLC | 64,090 | $1.39M | 0.0% | +3,875.8% | 0.796% | |
| 4/2/2025 | Marcum Wealth LLC | 22,997 | $497K | 0.0% | -97.6% | 0.286% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 31,323 | $674K | 0.0% | N/A | 0.387% | |
| 2/27/2025 | Fidelity D & D Bancorp Inc. | 448,070 | $9.63M | 6.4% | -57.1% | 5.601% | |
| 2/17/2025 | Nuveen Asset Management LLC | 17,036 | $366K | 0.0% | +35.9% | 0.160% | |
| 2/17/2025 | Clark Capital Management Group Inc. | 65,657 | $1.41M | 0.0% | +107.7% | 0.616% | |
| 2/17/2025 | Cetera Investment Advisers | 112,998 | $2.43M | 0.0% | +38.7% | 1.061% | |
| 2/17/2025 | Bank of America Corp DE | 676,511 | $14.55M | 0.0% | +61.3% | 6.352% | |
| 2/14/2025 | IHT Wealth Management LLC | 10,568 | $227K | 0.0% | N/A | 0.099% | |
| 2/13/2025 | Keystone Financial Group | 188,899 | $4.12M | 0.4% | N/A | 1.774% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 34,500 | $742K | 0.0% | -10.4% | 0.324% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 280,721 | $6.04M | 0.0% | +72.2% | 2.636% | |
| 2/12/2025 | Maridea Wealth Management LLC | 41,509 | $893K | 0.3% | N/A | 0.390% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 17,179 | $369K | 0.0% | -3.9% | 0.161% | |
| 2/11/2025 | LPL Financial LLC | 272,966 | $5.87M | 0.0% | +120.0% | 2.563% | |
| 2/10/2025 | Harbour Investments Inc. | 14,134 | $304K | 0.0% | -21.5% | 0.133% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 166,204 | $3.58M | 0.0% | +8.0% | 1.561% | |
| 2/7/2025 | HighTower Advisors LLC | 81,811 | $1.76M | 0.0% | -9.0% | 0.768% | |
| 2/6/2025 | Proficio Capital Partners LLC | 106,545 | $2.29M | 0.0% | N/A | 1.000% | |
| 2/6/2025 | Investment Partners LTD. | 51,326 | $1.10M | 0.5% | N/A | 0.482% | |
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| 2/5/2025 | Proficio Capital Partners LLC | 106,545 | $2.29M | 0.0% | N/A | 1.000% | |
| 1/30/2025 | Principal Securities Inc. | 24,504 | $527K | 0.0% | +157.3% | 0.230% | |
| 1/27/2025 | Hedeker Wealth LLC | 89,529 | $1.93M | 0.5% | +99.3% | 0.841% | |
| 1/24/2025 | Cross Staff Investments Inc | 30,000 | $645K | 0.5% | -14.3% | 0.282% | |
| 1/24/2025 | SimpliFi Inc. | 30,453 | $655K | 0.3% | -3.9% | 0.286% | |
| 1/17/2025 | Madrona Financial Services LLC | 23,718 | $510K | 0.1% | -4.6% | 0.223% | |
| 1/17/2025 | Riverbridge Partners LLC | 11,095 | $239K | 0.0% | N/A | 0.104% | |
| 1/14/2025 | Park Avenue Securities LLC | 36,836 | $792K | 0.0% | +113.7% | 0.346% | |
| 1/13/2025 | Marcum Wealth LLC | 946,502 | $20.36M | 1.8% | +4.9% | 8.887% | |
| 1/3/2025 | GAMMA Investing LLC | 1,612 | $35K | 0.0% | -42.3% | 0.015% | |
| 12/6/2024 | Fidelity D & D Bancorp Inc. | 1,044,723 | $24.21M | 16.1% | +6.5% | 9.810% | |
| 11/15/2024 | MML Investors Services LLC | 29,075 | $674K | 0.0% | +92.1% | 0.273% | |
| 11/15/2024 | HighTower Advisors LLC | 89,916 | $2.09M | 0.0% | -3.0% | 0.844% | |
| 11/5/2024 | Harbour Investments Inc. | 18,016 | $417K | 0.0% | -2.8% | 0.169% | |
| 10/25/2024 | Hedeker Wealth LLC | 44,926 | $1.04M | 0.3% | +12.7% | 0.422% | |
| 10/23/2024 | SimpliFi Inc. | 31,681 | $734K | 0.3% | +1.4% | 0.297% | |
| 10/11/2024 | VitalStone Financial LLC | 50,504 | $1.17M | 0.8% | +25.0% | 0.474% | |
| 10/9/2024 | Marcum Wealth LLC | 902,599 | $20.91M | 1.9% | -1.4% | 8.475% | |
| 10/7/2024 | GAMMA Investing LLC | 2,794 | $65K | 0.0% | N/A | 0.026% | |
| 10/3/2024 | Park Avenue Securities LLC | 17,241 | $399K | 0.0% | -62.9% | 0.162% | |
| 8/22/2024 | Cetera Investment Advisers | 109,683 | $2.41M | 0.0% | +6.8% | 1.030% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 341,989 | $7.53M | 0.0% | +22.3% | 3.211% | |
| 8/8/2024 | Sykon Capital LLC | 111,807 | $2.46M | 0.9% | +13.2% | 1.050% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 4,828 | $106K | 0.0% | N/A | 0.045% | |
| 8/6/2024 | Ausdal Financial Partners Inc. | 19,157 | $422K | 0.0% | +88.7% | 0.180% | |
| 8/6/2024 | Fidelity D & D Bancorp Inc. | 980,975 | $21.59M | 16.4% | +2.2% | 9.211% | |
| 7/26/2024 | WealthShield Partners LLC | 9,168 | $202K | 0.0% | +16.7% | 0.086% | |
| 7/26/2024 | Harbour Investments Inc. | 18,527 | $408K | 0.0% | -3.2% | 0.174% | |
| 7/25/2024 | SimpliFi Inc. | 31,232 | $687K | 0.3% | +2.3% | 0.293% | |
| 7/20/2024 | Madrona Financial Services LLC | 24,851 | $547K | 0.2% | +21.2% | 0.233% | |
| 7/19/2024 | Hedeker Wealth LLC | 39,869 | $878K | 0.3% | -6.6% | 0.374% | |
| 7/15/2024 | Aspire Private Capital LLC | 1,742 | $38K | 0.0% | +74.2% | 0.016% | |
| 7/9/2024 | Park Avenue Securities LLC | 46,514 | $1.02M | 0.0% | +24.4% | 0.437% | |
| 7/2/2024 | Marcum Wealth LLC | 915,132 | $20.14M | 2.0% | -1.7% | 8.593% | |
| 5/24/2024 | Cetera Investment Advisers | 102,747 | $2.22M | 0.0% | +353.2% | 0.965% | |
| 5/6/2024 | VitalStone Financial LLC | 40,707 | $881K | 0.7% | -46.4% | 0.382% | |
| 4/30/2024 | Private Advisor Group LLC | 24,089 | $522K | 0.0% | N/A | 0.226% | |
| 4/19/2024 | Hedeker Wealth LLC | 42,681 | $924K | 0.3% | -11.4% | 0.393% | |
| 4/16/2024 | Fidelity D & D Bancorp Inc. | 959,854 | $20.78M | 15.6% | +5.6% | 8.847% | |
| 4/10/2024 | Marcum Wealth LLC | 931,136 | $20.16M | 2.0% | +4.5% | 9.482% | |
| 4/10/2024 | Park Avenue Securities LLC | 37,403 | $810K | 0.0% | +24.4% | 0.381% | |
| 2/14/2024 | VitalStone Financial LLC | 75,949 | $1.61M | 1.3% | -1.6% | 0.773% | |
| 2/9/2024 | UBS Group AG | 1,861,555 | $39.43M | 0.0% | -1.7% | 18.957% | |
| 2/7/2024 | Principal Securities Inc. | 24,654 | $522K | 0.0% | N/A | 0.251% | |
| 2/6/2024 | Sykon Capital LLC | 38,414 | $814K | 0.3% | N/A | 0.391% | |
| 2/6/2024 | Aveo Capital Partners LLC | 9,707 | $206K | 0.0% | N/A | 0.099% | |
| 1/30/2024 | SFI Advisors LLC | 10,078 | $213K | 0.2% | N/A | 0.103% | |
| 1/25/2024 | Madrona Financial Services LLC | 20,510 | $434K | 0.2% | +8.7% | 0.209% | |
| 1/24/2024 | Hedeker Wealth LLC | 48,156 | $1.02M | 0.3% | +1.2% | 0.490% | |
| 1/23/2024 | WealthShield Partners LLC | 9,651 | $204K | 0.0% | +5.5% | 0.098% | |
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| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 66,883 | $1.42M | 0.0% | -2.2% | 0.681% | |
| 1/12/2024 | Fidelity D & D Bancorp Inc. | 908,874 | $19.25M | 15.0% | N/A | 9.255% | |
| 1/10/2024 | Marcum Wealth LLC | 891,037 | $18.87M | 2.0% | +3.8% | 9.074% | |
| 11/16/2023 | VitalStone Financial LLC | 77,164 | $1.51M | 1.3% | N/A | 0.786% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 210,761 | $3.98M | 0.0% | +25.4% | 2.146% | |
| 11/9/2023 | UBS Group AG | 1,892,838 | $35.78M | 0.0% | +9.2% | 19.275% | |
| 11/8/2023 | HighTower Advisors LLC | 113,631 | $2.15M | 0.0% | -6.1% | 1.157% | |
| 11/7/2023 | Hedeker Wealth LLC | 47,594 | $900K | 0.3% | +15.4% | 0.485% | |
| 11/3/2023 | Private Advisor Group LLC | 117,195 | $2.22M | 0.0% | N/A | 1.193% | |
| 10/25/2023 | WealthShield Partners LLC | 9,148 | $173K | 0.0% | -16.4% | 0.093% | |
