| 2/20/2020 | Integrated Wealth Concepts LLC | 6,468 | $0.37M | 0.0% | -6.6% | 0.040% | |
| 2/17/2020 | Baird Financial Group Inc. | 136,579 | $7.71M | 0.0% | +1.1% | 0.848% | |
| 2/17/2020 | Ladenburg Thalmann Financial Services Inc. | 221,890 | $12.57M | 0.1% | +0.9% | 1.378% | |
| 2/14/2020 | Jane Street Group LLC | 11,353 | $0.64M | 0.0% | -47.2% | 0.071% | |
| 2/14/2020 | Bank of America Corp DE | 1,959,601 | $110.56M | 0.0% | -5.0% | 12.171% | |
| 2/14/2020 | UBS Group AG | 974,319 | $54.97M | 0.0% | +1.1% | 6.052% | |
| 2/13/2020 | Northwestern Mutual Wealth Management Co. | 52,803 | $2.98M | 0.0% | +8.3% | 0.328% | |
| 2/13/2020 | Stifel Financial Corp | 89,205 | $5.03M | 0.0% | -3.7% | 0.554% | |
| 2/12/2020 | Private Portfolio Partners LLC | 5,053 | $0.29M | 0.1% | +10.0% | 0.031% | |
| 2/12/2020 | Advisor Group Inc. | 92,816 | $5.24M | 0.0% | -17.7% | 0.576% | |
| 2/12/2020 | Raymond James & Associates | 75,508 | $4.26M | 0.0% | +11.8% | 0.469% | |
| 2/12/2020 | Raymond James Financial Services Advisors Inc. | 188,980 | $10.66M | 0.0% | +1.8% | 1.174% | |
| 2/11/2020 | Envestnet Asset Management Inc. | 152,409 | $8.60M | 0.0% | -6.1% | 0.950% | |
| 2/11/2020 | Mid Atlantic Financial Management Inc. ADV | 5,014 | $0.28M | 0.0% | N/A | 0.031% | |
| 2/10/2020 | Western Wealth Management LLC | 51,568 | $2.80M | 0.4% | N/A | 0.321% | |
| 2/10/2020 | Great Valley Advisor Group Inc. | 25,179 | $1.42M | 0.3% | +174.8% | 0.157% | |
| 2/10/2020 | Private Advisor Group LLC | 260,055 | $14.67M | 0.2% | +15.2% | 1.620% | |
| 2/7/2020 | Rockefeller Capital Management L.P. | 44,366 | $2.50M | 0.0% | -0.6% | 0.276% | |
| 2/7/2020 | FMR LLC | 4,476 | $0.25M | 0.0% | +1,397.0% | 0.028% | |
| 2/7/2020 | Tower Research Capital LLC TRC | 4,214 | $0.24M | 0.0% | -19.7% | 0.026% | |
| 2/7/2020 | Perennial Investment Advisors LLC | 19,639 | $1.11M | 0.9% | N/A | 0.122% | |
| 2/6/2020 | Victory Capital Management Inc. | 1,682,681 | $94.94M | 0.1% | +356.1% | 10.484% | |
| 2/6/2020 | Keystone Financial Group | 14,867 | $0.84M | 0.2% | +8.3% | 0.093% | |
| 2/5/2020 | Lakeview Capital Partners LLC | 1,075 | $61K | 0.0% | N/A | 0.007% | |
| 2/5/2020 | Nations Financial Group Inc. IA ADV | 15,087 | $0.85M | 0.3% | +1.9% | 0.094% | |
| 2/4/2020 | Victory Capital Management Inc. | 1,643,524 | $91.84M | 0.1% | +345.5% | 10.272% | |
| 2/4/2020 | Cambridge Investment Research Advisors Inc. | 72,018 | $4.06M | 0.0% | +2.0% | 0.446% | |
| 1/29/2020 | Stratos Wealth Partners LTD. | 7,235 | $0.41M | 0.0% | -13.0% | 0.045% | |
| 1/27/2020 | CWM LLC | 4,705 | $0.27M | 0.0% | N/A | 0.029% | |
| 1/22/2020 | Patriot Financial Group Insurance Agency LLC | 151,404 | $8.54M | 3.2% | -4.1% | 0.943% | |
| 1/17/2020 | IFP Advisors Inc | 13,800 | $0.78M | 0.1% | -4.9% | 0.086% | |
| 1/14/2020 | Planning Directions Inc. | 18,342 | $1.04M | 1.0% | -17.2% | 0.114% | |
| 11/27/2019 | Stifel Financial Corp | 92,680 | $4.91M | 0.0% | -3.8% | 0.583% | |
| 11/5/2019 | Tower Research Capital LLC TRC | 5,251 | $0.28M | 0.0% | N/A | 0.036% | |
| 10/30/2019 | Commonwealth Equity Services LLC | 170,649 | $9.03M | 0.0% | +9.8% | 1.165% | |
| 10/29/2019 | Sargent Investment Group LLC | 21,032 | $1.11M | 0.5% | +135.2% | 0.144% | |
| 10/25/2019 | Patriot Financial Group Insurance Agency LLC | 157,859 | $8.36M | 3.8% | -26.7% | 1.081% | |
| 10/25/2019 | Great Valley Advisor Group Inc. | 9,163 | $0.49M | 0.1% | N/A | 0.063% | |
| 10/25/2019 | Planning Directions Inc. | 22,164 | $1.17M | 1.1% | -13.2% | 0.152% | |
| 10/24/2019 | Trust Co. of Vermont | 4,050 | $0.21M | 0.0% | N/A | 0.028% | |
| 10/23/2019 | Golden State Wealth Management LLC | 174,909 | $9.26M | 3.1% | -5.6% | 1.202% | |
| 10/17/2019 | Wedbush Securities Inc. | 4,543 | $0.24M | 0.0% | -10.4% | 0.031% | |
| 10/17/2019 | Envestnet Asset Management Inc. | 162,354 | $8.59M | 0.0% | -2.2% | 1.116% | |
| 8/17/2019 | NewDay Solutions LLC | 6,360 | $0.34M | 0.2% | N/A | 0.044% | |
| 8/17/2019 | Royal Bank of Canada | 346,630 | $18.18M | 0.0% | +1.5% | 2.382% | |
| 8/17/2019 | UBS Group AG | 1,035,225 | $54.31M | 0.0% | +10.3% | 7.115% | |
| 8/17/2019 | Ladenburg Thalmann Financial Services Inc. | 212,553 | $11.23M | 0.1% | +72.9% | 1.461% | |
| 8/16/2019 | Susquehanna International Group LLP | 6,596 | $0.35M | 0.0% | -50.1% | 0.045% | |
| 8/15/2019 | Cambridge Investment Research Advisors Inc. | 71,402 | $3.75M | 0.0% | -1.2% | 0.491% | |
| 8/15/2019 | Integrated Wealth Concepts LLC | 6,924 | $0.36M | 0.0% | +13.2% | 0.048% | |
| 8/15/2019 | Victory Capital Management Inc. | 456,824 | $23.97M | 0.0% | -2.6% | 3.140% | |
| 8/15/2019 | Jane Street Group LLC | 11,901 | $0.62M | 0.0% | -62.9% | 0.082% | |
| 8/14/2019 | Citadel Advisors LLC | 30,356 | $1.59M | 0.0% | +98.8% | 0.209% | |
| 8/14/2019 | Morgan Stanley | 2,514,534 | $131.91M | 0.0% | +6.2% | 17.282% | |
| 8/14/2019 | Bank of America Corp DE | 1,450,795 | $76.11M | 0.0% | -26.6% | 9.971% | |
| 8/14/2019 | Institutional & Family Asset Management LLC | 1,068 | $56K | 0.0% | -84.8% | 0.007% | |
| 8/14/2019 | Private Advisor Group LLC | 207,468 | $10.88M | 0.2% | +5.9% | 1.426% | |
| 8/13/2019 | Tranquility Partners LLC | 11,182 | $0.59M | 0.6% | N/A | 0.077% | |
| 8/12/2019 | Cetera Advisors LLC | 4,324 | $0.23M | 0.0% | N/A | 0.030% | |
| 8/10/2019 | LPL Financial LLC | 463,113 | $24.30M | 0.1% | +144.2% | 3.183% | |
| 8/9/2019 | Golden State Wealth Management LLC | 185,302 | $9.72M | 3.1% | +10.0% | 1.274% | |
| 8/9/2019 | Rockefeller Capital Management L.P. | 46,820 | $2.46M | 0.0% | -79.6% | 0.322% | |
| 8/7/2019 | Keystone Financial Group | 15,318 | $0.80M | 0.3% | +5.6% | 0.105% | |
| 8/7/2019 | Patriot Financial Group Insurance Agency LLC | 215,342 | $11.37M | 4.9% | -2.5% | 1.480% | |
| 8/6/2019 | Wells Fargo & Company MN | 176,574 | $9.26M | 0.0% | -5.9% | 1.214% | |
| 8/6/2019 | Western Wealth Management LLC | 99,631 | $4.97M | 0.7% | +2,120.9% | 0.685% | |
| 8/6/2019 | Cedar Brook Financial Partners LLC | 4,576 | $0.24M | 0.1% | N/A | 0.031% | |
| 8/5/2019 | National Asset Management Inc. | 15,620 | $0.82M | 0.1% | -11.3% | 0.107% | |
| 8/2/2019 | Envestnet Asset Management Inc. | 166,008 | $8.71M | 0.0% | +10.4% | 1.137% | |
| 8/1/2019 | Wedbush Securities Inc. | 5,073 | $0.27M | 0.0% | N/A | 0.035% | |
| 7/31/2019 | Signaturefd LLC | 1,191 | $62K | 0.0% | N/A | 0.008% | |
| 7/31/2019 | Advisor Group Inc. | 111,639 | $5.86M | 0.0% | -4.4% | 0.765% | |
| 6/30/2019 | Commonwealth Equity Services LLC | 155,372 | $8.15M | 0.0% | -0.2% | 1.068% | |
| 6/30/2019 | Planning Directions Inc. | 25,542 | $1.34M | 1.4% | +5.7% | 0.176% | |
| 6/30/2019 | Calton & Associates Inc. | 5,695 | $0.30M | 0.1% | +21.0% | 0.039% | |
| 5/14/2019 | Golden State Wealth Management LLC | 168,469 | $8.46M | 2.8% | N/A | 1.178% | |
| 5/13/2019 | Institutional & Family Asset Management LLC | 7,039 | $0.35M | 0.1% | N/A | 0.049% | |
| 5/13/2019 | Commonwealth Equity Services LLC | 155,608 | $7.81M | 0.0% | -19.7% | 1.088% | |
| 5/13/2019 | Private Advisor Group LLC | 195,912 | $9.84M | 0.2% | +22.0% | 1.370% | |
| 5/10/2019 | Rockefeller Capital Management L.P. | 228,951 | $11.49M | 0.2% | N/A | 1.601% | |
| 5/10/2019 | Northwestern Mutual Wealth Management Co. | 12,047 | $0.61M | 0.0% | -86.2% | 0.084% | |
| 5/10/2019 | Envestnet Asset Management Inc. | 150,372 | $7.55M | 0.0% | +441.4% | 1.052% | |
| 5/10/2019 | Western Wealth Management LLC | 4,486 | $0.23M | 0.1% | -26.2% | 0.031% | |
| 5/9/2019 | Advisor Group Inc. | 116,796 | $5.86M | 0.0% | -51.8% | 0.817% | |
| 5/8/2019 | Cambridge Investment Research Advisors Inc. | 72,246 | $3.63M | 0.0% | +8.7% | 0.505% | |
| 5/7/2019 | Stratos Wealth Partners LTD. | 80,481 | $4.04M | 0.2% | -54.2% | 0.561% | |
| 5/7/2019 | Keystone Financial Group | 14,503 | $0.73M | 0.3% | +19.1% | 0.101% | |
| 5/6/2019 | Raymond James & Associates | 46,303 | $2.32M | 0.0% | -27.4% | 0.323% | |
| 5/6/2019 | Raymond James Financial Services Advisors Inc. | 160,683 | $8.07M | 0.0% | -1.7% | 1.120% | |
| 5/3/2019 | Victory Capital Management Inc. | 469,103 | $23.54M | 0.1% | -0.7% | 3.269% | |
| 4/29/2019 | Patriot Financial Group Insurance Agency LLC | 220,806 | $11.08M | 5.7% | -6.6% | 1.539% | |
| 4/25/2019 | Calton & Associates Inc. | 4,707 | $0.24M | 0.1% | N/A | 0.034% | |
| 4/3/2019 | Planning Directions Inc. | 24,160 | $1.21M | 1.4% | +8.8% | 0.174% | |
| 4/1/2019 | Deutsche Bank AG | 110,112 | $4.84M | 0.0% | N/A | 0.801% | |
| 2/15/2019 | Western Wealth Management LLC | 6,076 | $0.27M | 0.1% | N/A | 0.044% | |
| 2/14/2019 | Bank of America Corp DE | 2,019,609 | $88.82M | 0.0% | +6.8% | 14.742% | |
| 2/13/2019 | Stifel Financial Corp | 93,337 | $4.11M | 0.0% | -3.6% | 0.681% | |
| 2/12/2019 | Sargent Investment Group LLC | 9,179 | $0.40M | 0.2% | N/A | 0.067% | |
| 2/11/2019 | Advisor Group Inc. | 242,377 | $10.66M | 0.1% | +304.2% | 1.769% | |
| 2/11/2019 | Raymond James Financial Services Advisors Inc. | 163,423 | $7.19M | 0.0% | +8.4% | 1.193% | |
