| 5/19/2025 | Jane Street Group LLC | 6,841 | $509K | 0.0% | N/A | 1.316% | |
| 5/9/2025 | Strategy Asset Managers LLC | 4,195 | $312K | 0.1% | -19.5% | 0.807% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 1,426 | $106K | 0.1% | N/A | 0.274% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 11,640 | $866K | 0.0% | -10.2% | 2.282% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 7,653 | $569K | 0.0% | +45.5% | 1.501% | |
| 4/22/2025 | MinichMacGregor Wealth Management LLC | 4,309 | $321K | 0.1% | N/A | 0.862% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 5,259 | $363K | 0.0% | N/A | 1.503% | |
| 2/13/2025 | Raymond James Financial Inc. | 14,035 | $969K | 0.0% | N/A | 4.010% | |
| 2/13/2025 | Wells Fargo & Company MN | 3,832 | $264K | 0.0% | -90.7% | 1.095% | |
| 2/11/2025 | LPL Financial LLC | 5,841 | $403K | 0.0% | -22.0% | 1.669% | |
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| 2/6/2025 | Raymond James Financial Inc. | 14,035 | $969K | 0.0% | N/A | 4.010% | |
| 11/8/2024 | Strategy Asset Managers LLC | 5,209 | $332K | 0.1% | -3.9% | 1.336% | |
| 11/8/2024 | Prospera Financial Services Inc | 5,836 | $371K | 0.0% | -8.9% | 1.496% | |
| 8/21/2024 | Truist Financial Corp | 14,253 | $882K | 0.0% | -4.7% | 3.476% | |
| 8/2/2024 | Strategy Asset Managers LLC | 5,419 | $335K | 0.1% | +4.0% | 1.322% | |
| 5/20/2024 | Virtu Financial LLC | 7,264 | $452K | 0.0% | -16.9% | 1.689% | |
| 2/26/2024 | Virtu Financial LLC | 8,742 | $491K | 0.0% | N/A | 1.943% | |
| 2/2/2024 | Truist Financial Corp | 14,997 | $843K | 0.0% | -6.4% | 3.333% | |
| 1/16/2024 | Raymond James & Associates | 10,331 | $581K | 0.0% | -3.7% | 2.296% | |
| 10/24/2023 | Raymond James & Associates | 10,729 | $526K | 0.0% | -15.2% | 2.146% | |
| 10/10/2023 | International Assets Investment Management LLC | 10,524 | $516K | 0.0% | N/A | 2.105% | |
| 10/4/2023 | International Assets Investment Management LLC | 10,524 | $516K | 0.0% | N/A | 1.879% | |
| 8/25/2023 | Strategy Asset Managers LLC | 5,419 | $269K | 0.1% | -10.0% | 0.968% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 8,439 | $419K | 0.0% | +8.7% | 1.507% | |
| 8/8/2023 | Claro Advisors LLC | 8,068 | $400K | 0.1% | -40.6% | 1.441% | |
| 8/8/2023 | Prospera Financial Services Inc | 20,045 | $994K | 0.0% | -8.0% | 3.579% | |
| 8/3/2023 | WealthShield Partners LLC | 5,813 | $288K | 0.0% | +4.3% | 1.038% | |
| 8/2/2023 | Bank of Montreal Can | 1,530 | $77K | 0.0% | N/A | 0.273% | |
| 8/1/2023 | Truist Financial Corp | 16,575 | $822K | 0.0% | +1.3% | 2.960% | |
| 7/31/2023 | LPL Financial LLC | 9,753 | $484K | 0.0% | -11.2% | 1.742% | |
| 7/25/2023 | Raymond James & Associates | 12,652 | $628K | 0.0% | -2.5% | 2.259% | |
| 7/21/2023 | Activest Wealth Management | 2,403 | $40K | 0.0% | N/A | 0.429% | |
| 5/8/2023 | WealthShield Partners LLC | 5,576 | $266K | 0.0% | -8.5% | 0.899% | |
| 5/5/2023 | Truist Financial Corp | 16,364 | $782K | 0.0% | +31.9% | 2.639% | |
| 4/17/2023 | Claro Advisors LLC | 13,581 | $649K | 0.2% | -30.7% | 2.342% | |
| 4/14/2023 | Raymond James & Associates | 12,976 | $620K | 0.0% | -6.4% | 2.237% | |
| 3/13/2023 | Claro Advisors LLC | 19,594 | $936K | 0.3% | -40.1% | 3.378% | |
| 2/8/2023 | Raymond James & Associates | 13,860 | $662K | 0.0% | +14.1% | 2.038% | |
| 2/8/2023 | Prospera Financial Services Inc | 18,896 | $902K | 0.0% | -3.7% | 2.779% | |
| 2/7/2023 | LPL Financial LLC | 10,273 | $491K | 0.0% | -9.0% | 1.511% | |
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| 2/7/2023 | Envestnet Asset Management Inc. | 12,131 | $579K | 0.0% | -14.5% | 1.784% | |
| 1/30/2023 | International Assets Investment Management LLC | 10,848 | $43K | 0.0% | N/A | 1.595% | |
| 11/4/2022 | WealthShield Partners LLC | 6,068 | $267K | 0.1% | +6.2% | 0.768% | |
| 11/2/2022 | Rockefeller Capital Management L.P. | 1,264 | $55K | 0.0% | -45.4% | 0.160% | |
| 11/1/2022 | Personal CFO Solutions LLC | 9,863 | $434K | 0.1% | -2.3% | 1.248% | |
| 10/27/2022 | Prospera Financial Services Inc | 19,631 | $864K | 0.0% | -3.3% | 2.485% | |
| 10/26/2022 | Truist Financial Corp | 14,333 | $631K | 0.0% | +17.0% | 1.814% | |
| 10/25/2022 | Raymond James & Associates | 12,148 | $535K | 0.0% | -2.0% | 1.538% | |
| 10/12/2022 | QP Wealth Management LLC | 5,247 | $230K | 0.3% | -40.4% | 0.656% | |
| 10/11/2022 | Strategy Asset Managers LLC | 6,019 | $265K | 0.1% | N/A | 0.752% | |
| 8/12/2022 | Claro Advisors LLC | 32,738 | $1.59M | 0.6% | +52.7% | 3.807% | |
| 8/8/2022 | Prospera Financial Services Inc | 20,296 | $986K | 0.1% | +2.7% | 2.360% | |
| 8/5/2022 | Personal CFO Solutions LLC | 10,091 | $490K | 0.1% | -4.5% | 1.173% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 14,968 | $727K | 0.0% | -31.5% | 1.740% | |
| 7/22/2022 | Truist Financial Corp | 12,250 | $595K | 0.0% | +9.9% | 1.424% | |
| 7/8/2022 | QP Wealth Management LLC | 8,802 | $428K | 0.6% | -5.1% | 1.012% | |
| 5/10/2022 | Mercer Global Advisors Inc. ADV | 11,873 | $712K | 0.0% | -31.0% | 1.319% | |
| 5/4/2022 | Aptus Capital Advisors LLC | 4,385 | $263K | 0.0% | N/A | 0.479% | |
| 5/4/2022 | Prospera Financial Services Inc | 19,756 | $1.19M | 0.0% | +7.6% | 2.159% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 21,853 | $1.31M | 0.0% | -16.7% | 2.388% | |
| 5/2/2022 | Personal CFO Solutions LLC | 10,569 | $634K | 0.1% | -17.4% | 1.155% | |
| 4/22/2022 | Truist Financial Corp | 11,150 | $669K | 0.0% | +4.8% | 1.077% | |
| 4/18/2022 | QP Wealth Management LLC | 9,277 | $557K | 0.6% | -6.0% | 0.896% | |
| 4/11/2022 | Strategy Asset Managers LLC | 6,919 | $415K | 0.1% | N/A | 0.669% | |
| 2/15/2022 | Claro Advisors LLC | 21,446 | $1.38M | 0.5% | +5.2% | 2.023% | |
| 2/14/2022 | Rockefeller Capital Management L.P. | 1,033 | $66K | 0.0% | -39.5% | 0.097% | |
| 2/8/2022 | Natixis Advisors L.P. | 10,786 | $693K | 0.0% | N/A | 1.013% | |
| 2/8/2022 | Raymond James & Associates | 12,504 | $803K | 0.0% | -5.9% | 1.174% | |
| 2/4/2022 | Mercer Global Advisors Inc. ADV | 17,215 | $1.11M | 0.0% | -4.4% | 1.616% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 25,375 | $1.63M | 0.0% | +7.7% | 2.383% | |
| 11/18/2021 | Personal CFO Solutions LLC | 13,156 | $836K | 0.2% | -9.5% | 1.096% | |
| 11/16/2021 | Jane Street Group LLC | 77,487 | $4.92M | 0.0% | +160.4% | 6.404% | |
| 11/16/2021 | LPL Financial LLC | 25,803 | $1.64M | 0.0% | +5.0% | 2.132% | |
| 11/16/2021 | Claro Advisors LLC | 20,392 | $1.30M | 0.5% | +1.9% | 1.685% | |
| 11/15/2021 | Flow Traders U.S. LLC | 45,334 | $2.88M | 0.1% | +229.1% | 3.747% | |
| 11/12/2021 | Prospera Financial Services Inc | 16,015 | $1.02M | 0.1% | +1.9% | 1.324% | |
| 11/10/2021 | Mercer Global Advisors Inc. ADV | 18,010 | $1.14M | 0.0% | -2.6% | 1.488% | |
| 11/5/2021 | QP Wealth Management LLC | 9,779 | $621K | 0.7% | -3.3% | 0.808% | |
| 11/5/2021 | Truist Financial Corp | 9,914 | $630K | 0.0% | +3.7% | 0.819% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 23,553 | $1.50M | 0.0% | -5.5% | 1.947% | |
| 10/29/2021 | Commonwealth Equity Services LLC | 6,798 | $432K | 0.0% | -13.7% | 0.562% | |
| 10/22/2021 | Spire Wealth Management | 1,117 | $71K | 0.0% | -67.1% | 0.092% | |
| 10/19/2021 | Stratos Wealth Partners LTD. | 4,339 | $276K | 0.0% | -5.7% | 0.359% | |
| 8/24/2021 | Flow Traders U.S. LLC | 13,774 | $916K | 0.0% | +205.8% | 1.089% | |
| 8/17/2021 | Wells Fargo & Company MN | 216,266 | $14.38M | 0.0% | -5.2% | 17.096% | |
| 8/16/2021 | Royal Bank of Canada | 5,517 | $367K | 0.0% | +8.1% | 0.436% | |
| 8/16/2021 | Morgan Stanley | 161,328 | $10.72M | 0.0% | +25.8% | 12.753% | |
| 8/16/2021 | Claro Advisors LLC | 20,018 | $1.33M | 0.6% | -1.0% | 1.582% | |
| 8/13/2021 | LPL Financial LLC | 24,581 | $1.63M | 0.0% | -0.9% | 1.943% | |
| 8/13/2021 | Stifel Financial Corp | 17,954 | $1.19M | 0.0% | -11.0% | 1.419% | |
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| 8/12/2021 | Prospera Financial Services Inc | 15,723 | $1.05M | 0.1% | +20.0% | 1.243% | |
| 8/12/2021 | Strategic Blueprint LLC | 399 | $27K | 0.0% | N/A | 0.032% | |
| 8/11/2021 | Susquehanna International Group LLP | 7,256 | $484K | 0.0% | +98.5% | 0.574% | |
| 8/10/2021 | Mercer Global Advisors Inc. ADV | 18,483 | $1.23M | 0.0% | +1.3% | 1.461% | |
| 8/6/2021 | WealthShield Partners LLC | 5,535 | $368K | 0.1% | +20.5% | 0.438% | |
| 8/4/2021 | Envestnet Asset Management Inc. | 26,367 | $1.75M | 0.0% | +3.2% | 2.084% | |
| 8/2/2021 | Advisor Group Holdings Inc. | 24,928 | $1.65M | 0.0% | -13.4% | 1.971% | |
| 7/31/2021 | QP Wealth Management LLC | 10,114 | $672K | 0.7% | -18.9% | 0.800% | |
| 5/18/2021 | Flow Traders U.S. LLC | 4,504 | $281K | 0.0% | N/A | 0.340% | |
| 5/18/2021 | Morgan Stanley | 128,255 | $7.99M | 0.0% | -1.0% | 9.680% | |
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