| 5/14/2025 | Compound Planning Inc. | 29,542 | $1.12M | 0.1% | +106.8% | 1.555% | |
| 5/7/2025 | LPL Financial LLC | 152,808 | $5.77M | 0.0% | -2.0% | 8.043% | |
| 5/6/2025 | Cetera Investment Advisers | 11,189 | $423K | 0.0% | +35.9% | 0.589% | |
| 5/6/2025 | Brookwood Investment Group LLC | 137,810 | $5.21M | 0.9% | N/A | 7.253% | |
| 5/1/2025 | Kesler Norman & Wride LLC | 55,510 | $2.10M | 0.4% | +9.3% | 2.922% | |
| 4/23/2025 | Virtus Wealth Solutions LLC | 242,781 | $9.17M | 2.8% | -0.2% | 12.450% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 13,718 | $518K | 0.0% | +13.6% | 0.703% | |
| 4/22/2025 | Synergy Asset Management LLC | 69,298 | $2.62M | 0.3% | +66.4% | 3.554% | |
| 2/17/2025 | Cetera Investment Advisers | 8,235 | $311K | 0.0% | +7.9% | 0.412% | |
| 2/17/2025 | Citadel Advisors LLC | 11,158 | $421K | 0.0% | -48.5% | 0.558% | |
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| 2/17/2025 | Bank of America Corp DE | 20,485 | $774K | 0.0% | +75.7% | 1.024% | |
| 2/13/2025 | Virtus Wealth Solutions LLC | 243,310 | $9.19M | 2.2% | N/A | 12.166% | |
| 2/13/2025 | Raymond James Financial Inc. | 19,040 | $719K | 0.0% | N/A | 0.952% | |
| 2/13/2025 | Advisory Services Network LLC | 5,627 | $213K | 0.0% | N/A | 0.281% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,834 | $69K | 0.0% | +61.6% | 0.092% | |
| 2/12/2025 | Kesler Norman & Wride LLC | 50,788 | $1.92M | 0.4% | N/A | 2.539% | |
| 2/12/2025 | OLD Mission Capital LLC | 27,706 | $1.05M | 0.0% | N/A | 1.385% | |
| 2/11/2025 | LPL Financial LLC | 155,968 | $5.89M | 0.0% | +1.6% | 7.798% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 168,995 | $6.38M | 0.0% | +4.6% | 8.450% | |
| 2/7/2025 | Independent Advisor Alliance | 99,122 | $3.74M | 0.0% | N/A | 4.956% | |
| 2/6/2025 | Raymond James Financial Inc. | 19,040 | $719K | 0.0% | N/A | 0.952% | |
| 2/3/2025 | Sigma Planning Corp | 5,929 | $224K | 0.0% | N/A | 0.296% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 5,383 | $203K | 0.0% | N/A | 0.276% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 5,367 | $203K | 0.0% | N/A | 0.298% | |
| 10/9/2024 | Private Advisory Group LLC | 81,677 | $3.00M | 0.4% | N/A | 4.805% | |
| 10/8/2024 | Atomi Financial Group Inc. | 14,039 | $516K | 0.0% | N/A | 0.851% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 401,683 | $13.47M | 0.0% | -0.4% | 25.915% | |
| 5/24/2024 | Cetera Advisors LLC | 6,012 | $205K | 0.0% | N/A | 0.429% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 21,909 | $746K | 0.0% | +8.8% | 1.565% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 403,224 | $13.74M | 0.0% | -3.1% | 28.802% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 76,472 | $2.33M | 0.0% | -2.3% | 5.462% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 20,129 | $612K | 0.0% | +4.5% | 1.438% | |
| 1/16/2024 | Raymond James & Associates | 7,914 | $241K | 0.0% | N/A | 0.565% | |
| 11/13/2023 | Kesler Norman & Wride LLC | 61,096 | $1.70M | 0.4% | N/A | 4.073% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 19,257 | $535K | 0.0% | -6.9% | 1.284% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 19,133 | $532K | 0.0% | -13.7% | 1.276% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 411,955 | $11.45M | 0.0% | -4.0% | 27.464% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 428,930 | $12.16M | 0.0% | +11.1% | 25.996% | |
| 8/9/2023 | Coastal Investment Advisors Inc. | 2,632 | $75K | 0.0% | N/A | 0.160% | |
| 8/8/2023 | Prospera Financial Services Inc | 13,221 | $375K | 0.0% | +3.0% | 0.801% | |
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| 7/31/2023 | LPL Financial LLC | 261,216 | $7.40M | 0.0% | -16.5% | 15.366% | |
| 7/27/2023 | J.W. Cole Advisors Inc. | 13,556 | $384K | 0.0% | -32.3% | 0.797% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 20,676 | $586K | 0.0% | -2.2% | 1.216% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 22,162 | $628K | 0.0% | -30.1% | 1.304% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 9,835 | $279K | 0.0% | -5.9% | 0.579% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 386,181 | $10.70M | 0.0% | +2.6% | 20.875% | |
| 5/10/2023 | LPL Financial LLC | 312,807 | $8.67M | 0.0% | +14.4% | 16.908% | |
| 5/3/2023 | J.W. Cole Advisors Inc. | 20,023 | $555K | 0.0% | +10.0% | 1.082% | |
| 5/3/2023 | Insight Advisors LLC PA | 8,386 | $232K | 0.1% | -27.0% | 0.453% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 21,134 | $586K | 0.0% | +78.3% | 1.142% | |
| 4/26/2023 | Engrave Wealth Partners LLC | 7,683 | $212K | 0.1% | -98.2% | 0.415% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 31,686 | $878K | 0.0% | -34.1% | 1.713% | |
| 2/21/2023 | Insight Advisors LLC PA | 11,485 | $324K | 0.1% | -40.3% | 0.499% | |
| 2/10/2023 | Coastal Investment Advisors Inc. | 2,320 | $66K | 0.0% | +31.9% | 0.101% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 48,110 | $1.38M | 0.0% | -5.4% | 2.092% | |
| 2/8/2023 | Prospera Financial Services Inc | 12,101 | $346K | 0.0% | -6.5% | 0.526% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 9,979 | $285K | 0.0% | -38.5% | 0.434% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 376,384 | $10.77M | 0.0% | +5.4% | 16.365% | |
| 2/7/2023 | LPL Financial LLC | 273,432 | $7.82M | 0.0% | +19.0% | 11.888% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 10,197 | $292K | 0.0% | N/A | 0.443% | |
| 2/1/2023 | Kestra Private Wealth Services LLC | 10,147 | $290K | 0.0% | N/A | 0.441% | |
| 1/20/2023 | Engrave Wealth Partners LLC | 430,376 | $12.59M | 4.4% | +0.3% | 18.712% | |
| 12/12/2022 | Insight Advisors LLC PA | 19,236 | $518K | 0.2% | +5.8% | 0.819% | |
| 11/15/2022 | Commonwealth Equity Services LLC | 357,045 | $9.62M | 0.0% | +4.2% | 15.193% | |
| 11/3/2022 | Motco | 2,189 | $59K | 0.0% | N/A | 0.093% | |
| 10/31/2022 | J.W. Cole Advisors Inc. | 17,893 | $482K | 0.0% | +4.5% | 0.761% | |
| 10/27/2022 | Coastal Investment Advisors Inc. | 1,759 | $47K | 0.0% | N/A | 0.075% | |
| 10/27/2022 | Prospera Financial Services Inc | 12,940 | $348K | 0.0% | +327.8% | 0.551% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 50,851 | $1.37M | 0.0% | -3.7% | 2.164% | |
| 10/14/2022 | Private Advisor Group LLC | 11,276 | $304K | 0.0% | -70.7% | 0.460% | |
| 10/5/2022 | Engrave Wealth Partners LLC | 429,212 | $11.56M | 5.4% | -0.7% | 17.519% | |
| 9/16/2022 | Private Trust Co. NA | 37,269 | $1.09M | 0.2% | N/A | 1.521% | |
| 8/12/2022 | LPL Financial LLC | 248,610 | $7.24M | 0.0% | +14.5% | 10.147% | |
| 8/11/2022 | Insight Advisors LLC PA | 18,180 | $557K | 0.2% | +67.7% | 0.742% | |
| 8/11/2022 | Cetera Advisor Networks LLC | 15,094 | $439K | 0.0% | +6.5% | 0.616% | |
| 8/8/2022 | Prospera Financial Services Inc | 3,025 | $88K | 0.0% | N/A | 0.123% | |
| 8/4/2022 | Steward Partners Investment Advisory LLC | 59,355 | $1.73M | 0.0% | N/A | 2.423% | |
| 8/3/2022 | Janney Montgomery Scott LLC | 11,856 | $354K | 0.0% | +33.9% | 0.484% | |
| 7/29/2022 | Avidian Wealth Solutions LLC | 8,579 | $250K | 0.0% | +6.2% | 0.350% | |
| 7/27/2022 | J.W. Cole Advisors Inc. | 17,123 | $498K | 0.0% | +41.9% | 0.699% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 342,688 | $9.98M | 0.0% | +1.7% | 13.987% | |
| 7/13/2022 | Private Advisor Group LLC | 38,510 | $1.12M | 0.0% | +63.7% | 1.572% | |
| 7/13/2022 | Engrave Wealth Partners LLC | 432,315 | $12.59M | 5.6% | -0.4% | 17.646% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 16,342 | $476K | 0.0% | +5.0% | 0.667% | |
| 6/10/2022 | J.W. Cole Advisors Inc. | 12,064 | $405K | 0.0% | N/A | 0.525% | |
| 6/2/2022 | Insight Advisors LLC PA | 10,839 | $364K | 0.1% | N/A | 0.471% | |
| 5/13/2022 | Insight Advisors LLC PA | 10,839 | $364K | 0.1% | N/A | 0.471% | |
| 5/12/2022 | Private Advisor Group LLC | 23,520 | $789K | 0.0% | N/A | 1.023% | |
| 5/10/2022 | Western Wealth Management LLC | 8,000 | $268K | 0.0% | N/A | 0.348% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 43,412 | $1.46M | 0.0% | +17.7% | 1.887% | |
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| 5/4/2022 | Commonwealth Equity Services LLC | 337,007 | $11.31M | 0.0% | +2.7% | 14.652% | |
| 4/19/2022 | Engrave Wealth Partners LLC | 433,889 | $14.56M | 5.4% | N/A | 14.708% | |
| 2/11/2022 | Level Four Advisory Services LLC | 6,051 | $205K | 0.0% | N/A | 0.310% | |
| 2/8/2022 | Raymond James Financial Services Advisors Inc. | 73,213 | $2.48M | 0.0% | -14.2% | 3.755% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 37,359 | $1.27M | 0.0% | +490.3% | 1.916% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 36,899 | $1.25M | 0.0% | +99.6% | 1.892% | |
| 1/31/2022 | Commonwealth Equity Services LLC | 328,125 | $11.11M | 0.0% | +6.1% | 21.169% | |
| 1/28/2022 | Cottonwood Capital Advisors LLC | 6,425 | $217K | 0.2% | N/A | 0.415% | |
| 1/18/2022 | Kovack Advisors Inc. | 12,976 | $439K | 0.0% | N/A | 0.865% | |
| 11/16/2021 | Cetera Advisor Networks LLC | 11,557 | $366K | 0.0% | N/A | 0.608% | |
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