| 5/16/2025 | NewEdge Advisors LLC | 12,552 | $647K | 0.0% | -7.8% | 2.510% | |
| 5/15/2025 | Royal Bank of Canada | 43,441 | $2.24M | 0.0% | +79.2% | 8.688% | |
| 5/7/2025 | LPL Financial LLC | 61,176 | $3.15M | 0.0% | -28.5% | 12.235% | |
| 5/6/2025 | Cetera Investment Advisers | 42,729 | $2.20M | 0.0% | -13.0% | 8.546% | |
| 5/1/2025 | CWM LLC | 44,800 | $2.31M | 0.0% | -2.5% | 8.960% | |
| 2/17/2025 | Cetera Investment Advisers | 49,086 | $2.69M | 0.0% | +1.8% | 6.545% | |
| 2/17/2025 | Bank of America Corp DE | 47,543 | $2.61M | 0.0% | +2.9% | 6.339% | |
| 2/14/2025 | Stifel Financial Corp | 14,384 | $789K | 0.0% | -14.1% | 1.918% | |
| 2/13/2025 | NewEdge Advisors LLC | 13,613 | $747K | 0.0% | -4.8% | 1.815% | |
| 2/13/2025 | Keystone Financial Group | 4,279 | $235K | 0.0% | N/A | 0.571% | |
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| 2/13/2025 | Raymond James Financial Inc. | 95,873 | $5.26M | 0.0% | N/A | 12.783% | |
| 2/11/2025 | LPL Financial LLC | 85,568 | $4.70M | 0.0% | -2.4% | 11.409% | |
| 2/6/2025 | Raymond James Financial Inc. | 95,873 | $5.26M | 0.0% | N/A | 12.783% | |
| 11/15/2024 | Stifel Financial Corp | 16,754 | $915K | 0.0% | -13.7% | 2.094% | |
| 10/8/2024 | CWM LLC | 46,580 | $2.54M | 0.0% | +0.5% | 6.211% | |
| 8/22/2024 | Cetera Investment Advisers | 47,201 | $2.37M | 0.0% | +15.9% | 5.900% | |
| 8/15/2024 | Smith Thornton Advisors LLC | 4,821 | $242K | 0.2% | N/A | 0.603% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 38,593 | $1.94M | 0.0% | -5.3% | 4.824% | |
| 7/10/2024 | CWM LLC | 46,347 | $2.33M | 0.0% | -1.0% | 5.793% | |
| 5/24/2024 | Cetera Investment Advisers | 40,709 | $2.09M | 0.0% | N/A | 4.285% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 40,740 | $2.09M | 0.0% | -13.3% | 4.288% | |
| 4/26/2024 | MONECO Advisors LLC | 5,399 | $277K | 0.0% | -14.7% | 0.568% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 136,903 | $7.02M | 0.0% | -9.0% | 14.411% | |
| 3/13/2024 | MONECO Advisors LLC | 6,329 | $311K | 0.1% | -30.4% | 0.603% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 27,009 | $1.30M | 0.0% | +4.3% | 2.572% | |
| 2/5/2024 | MONECO Advisors LLC | 6,329 | $311K | 0.1% | -30.4% | 0.603% | |
| 2/1/2024 | CWM LLC | 47,490 | $2.34M | 0.0% | -34.5% | 4.317% | |
| 1/31/2024 | Goodman Advisory Group LLC | 1,200 | $59K | 0.0% | N/A | 0.109% | |
| 1/25/2024 | International Assets Investment Management LLC | 13,850 | $681K | 0.0% | +494.7% | 1.259% | |
| 1/24/2024 | International Assets Investment Management LLC | 13,850 | $681K | 0.0% | +494.7% | 1.259% | |
| 1/19/2024 | Fermata Advisors LLC | 11,870 | $584K | 0.1% | -15.1% | 1.079% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 150,423 | $7.40M | 0.0% | -1.6% | 13.675% | |
| 11/13/2023 | LPL Financial LLC | 162,872 | $7.86M | 0.0% | -5.3% | 13.030% | |
| 11/7/2023 | Fermata Advisors LLC | 13,982 | $674K | 0.2% | N/A | 1.119% | |
| 11/6/2023 | MONECO Advisors LLC | 9,097 | $439K | 0.1% | -58.5% | 0.728% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 25,891 | $1.25M | 0.0% | -56.5% | 2.071% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 152,793 | $7.37M | 0.0% | -4.0% | 12.223% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 72,442 | $3.49M | 0.0% | -5.8% | 5.795% | |
| 10/11/2023 | CWM LLC | 72,553 | $3.50M | 0.0% | -12.8% | 5.804% | |
| 10/4/2023 | International Assets Investment Management LLC | 2,329 | $112K | 0.0% | N/A | 0.186% | |
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| 8/14/2023 | Lumature Wealth Partners LLC | 16,991 | $884K | 0.5% | -57.7% | 1.172% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 76,871 | $4.00M | 0.0% | -5.6% | 5.301% | |
| 8/9/2023 | Flow Traders U.S. LLC | 4,409 | $229K | 0.0% | N/A | 0.304% | |
| 8/3/2023 | Thoroughbred Financial Services LLC | 10,666 | $554K | 0.1% | -31.9% | 0.711% | |
| 8/3/2023 | CWM LLC | 83,237 | $4.33M | 0.0% | -0.8% | 5.549% | |
| 8/3/2023 | MONECO Advisors LLC | 21,901 | $1.14M | 0.3% | +2.5% | 1.460% | |
| 8/1/2023 | Empirical Asset Management LLC | 15,797 | $821K | 0.7% | +5.0% | 1.053% | |
| 7/31/2023 | LPL Financial LLC | 172,018 | $8.95M | 0.0% | +9.8% | 11.468% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 159,108 | $8.27M | 0.0% | +1.1% | 10.607% | |
| 7/18/2023 | Fiduciary Alliance LLC | 787 | $41K | 0.0% | N/A | 0.052% | |
| 5/12/2023 | MONECO Advisors LLC | 21,357 | $1.11M | 0.3% | +31.7% | 1.335% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 81,445 | $4.22M | 0.0% | -6.4% | 5.090% | |
| 5/10/2023 | LPL Financial LLC | 156,721 | $8.13M | 0.0% | +2.0% | 9.795% | |
| 5/1/2023 | CWM LLC | 83,899 | $4.35M | 0.0% | +5.9% | 5.244% | |
| 4/24/2023 | Thoroughbred Financial Services LLC | 15,667 | $812K | 0.1% | +2.9% | 0.950% | |
| 4/20/2023 | Patriot Financial Group Insurance Agency LLC | 4,549 | $236K | 0.0% | +11.2% | 0.276% | |
| 4/18/2023 | Empirical Asset Management LLC | 15,039 | $780K | 0.7% | N/A | 0.911% | |
| 4/18/2023 | IFP Advisors Inc | 49,344 | $2.33M | 0.1% | -3.3% | 2.991% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 157,437 | $8.17M | 0.0% | +3.8% | 9.542% | |
| 2/14/2023 | Lumature Wealth Partners LLC | 36,445 | $1.99M | 1.1% | +1.4% | 2.144% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 151,727 | $8.30M | 0.0% | +10.1% | 8.925% | |
| 2/7/2023 | Thoroughbred Financial Services LLC | 15,229 | $833K | 0.1% | N/A | 0.896% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 86,977 | $4.76M | 0.0% | +6.0% | 5.116% | |
| 2/7/2023 | LPL Financial LLC | 153,670 | $8.41M | 0.0% | +16.8% | 9.039% | |
| 2/7/2023 | IFP Advisors Inc | 51,014 | $2.42M | 0.1% | +3.8% | 3.001% | |
| 2/6/2023 | Brinker Capital Investments LLC | 26,713 | $1.46M | 0.0% | +1.4% | 1.571% | |
| 2/1/2023 | CWM LLC | 79,224 | $4.33M | 0.0% | +2.9% | 4.660% | |
| 1/31/2023 | AE Wealth Management LLC | 33,692 | $1.84M | 0.0% | N/A | 1.982% | |
| 1/30/2023 | MONECO Advisors LLC | 16,217 | $887K | 0.3% | +60.0% | 0.954% | |
| 1/19/2023 | Fiduciary Alliance LLC | 596 | $33K | 0.0% | N/A | 0.036% | |
| 1/18/2023 | Private Advisor Group LLC | 41,172 | $2.25M | 0.0% | +21.1% | 2.495% | |
| 11/15/2022 | Fermata Advisors LLC | 14,719 | $800K | 0.3% | -1.7% | 0.981% | |
| 11/15/2022 | Commonwealth Equity Services LLC | 82,050 | $4.46M | 0.0% | +5.4% | 5.470% | |
| 11/14/2022 | Equitable Holdings Inc. | 14,713 | $800K | 0.0% | N/A | 0.981% | |
| 11/10/2022 | Lumature Wealth Partners LLC | 35,935 | $1.95M | 1.0% | +42.8% | 2.396% | |
| 11/8/2022 | IFP Advisors Inc | 49,133 | $2.33M | 0.1% | +17,079.4% | 3.276% | |
| 11/2/2022 | MONECO Advisors LLC | 10,138 | $551K | 0.2% | N/A | 0.676% | |
| 11/1/2022 | Brinker Capital Investments LLC | 26,338 | $1.43M | 0.0% | -1.9% | 1.756% | |
| 10/27/2022 | CWM LLC | 76,988 | $4.18M | 0.0% | +1.7% | 5.310% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 137,848 | $7.49M | 0.0% | +1.6% | 9.507% | |
| 10/14/2022 | Private Advisor Group LLC | 33,995 | $1.85M | 0.0% | +285.0% | 2.344% | |
| 8/13/2022 | NewEdge Advisors LLC | 19,944 | $1.10M | 0.0% | -1.3% | 1.534% | |
| 8/10/2022 | Lumature Wealth Partners LLC | 25,161 | $1.39M | 0.6% | N/A | 1.935% | |
| 8/9/2022 | Fermata Advisors LLC | 14,968 | $825K | 0.3% | -10.2% | 1.151% | |
| 7/28/2022 | CWM LLC | 75,702 | $4.17M | 0.0% | +2.8% | 5.823% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 77,812 | $4.29M | 0.0% | +5.5% | 5.986% | |
| 7/18/2022 | Brinker Capital Investments LLC | 26,848 | $1.48M | 0.0% | -11.8% | 2.065% | |
| 7/13/2022 | Private Advisor Group LLC | 8,831 | $487K | 0.0% | N/A | 0.679% | |
| 5/11/2022 | Raymond James Financial Services Advisors Inc. | 127,349 | $7.63M | 0.0% | +133.3% | 9.796% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 73,725 | $4.42M | 0.0% | -3.4% | 5.671% | |
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| 4/22/2022 | Fermata Advisors LLC | 16,660 | $998K | 0.4% | +17.0% | 1.282% | |
| 4/21/2022 | CWM LLC | 73,616 | $4.41M | 0.0% | +2.8% | 5.663% | |
| 2/14/2022 | LPL Financial LLC | 113,718 | $7.30M | 0.0% | +10.6% | 8.748% | |
| 2/8/2022 | Raymond James Financial Services Advisors Inc. | 54,578 | $3.50M | 0.0% | +4.3% | 4.198% | |
| 2/8/2022 | Bank of America Corp DE | 35,036 | $2.25M | 0.0% | +5.6% | 2.695% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 979 | $63K | 0.0% | +47.7% | 0.075% | |
| 2/2/2022 | Fermata Advisors LLC | 14,234 | $914K | 0.3% | +94.2% | 1.095% | |
| 1/31/2022 | CWM LLC | 71,621 | $4.60M | 0.0% | N/A | 5.509% | |
| 1/31/2022 | Commonwealth Equity Services LLC | 76,310 | $4.90M | 0.0% | -0.7% | 5.870% | |
| 11/16/2021 | Atria Investments LLC | 25,620 | $1.55M | 0.0% | +1.5% | 2.329% | |
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