| 5/15/2025 | Royal Bank of Canada | 9,686 | $572K | 0.0% | +324.3% | 5.098% | |
| 4/23/2025 | KPP Advisory Services LLC | 11,643 | $688K | 0.1% | -2.0% | 6.128% | |
| 4/15/2025 | SG Americas Securities LLC | 13,969 | $825K | 0.0% | -25.9% | 7.352% | |
| 2/17/2025 | Citadel Advisors LLC | 6,663 | $378K | 0.0% | N/A | 3.173% | |
| 2/12/2025 | OLD Mission Capital LLC | 8,966 | $509K | 0.0% | -27.2% | 4.270% | |
| 2/11/2025 | LPL Financial LLC | 6,476 | $367K | 0.0% | -42.4% | 3.084% | |
| 1/24/2025 | KPP Advisory Services LLC | 11,881 | $674K | 0.2% | -3.3% | 5.658% | |
| 1/17/2025 | SG Americas Securities LLC | 18,853 | $1.07M | 0.0% | +81.2% | 8.978% | |
| 11/6/2024 | KPP Advisory Services LLC | 12,283 | $711K | 0.2% | +19.2% | 5.118% | |
| 10/22/2024 | International Assets Investment Management LLC | 50,663 | $2.93M | 0.0% | +5,690.1% | 21.110% | |
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| 10/3/2024 | SG Americas Securities LLC | 10,407 | $603K | 0.0% | +88.3% | 4.336% | |
| 9/5/2024 | Sanctuary Advisors LLC | 6,531 | $391K | 0.0% | N/A | 2.419% | |
| 8/27/2024 | KPP Advisory Services LLC | 10,307 | $601K | 0.2% | +3.6% | 3.817% | |
| 7/31/2024 | Cutter & CO Brokerage Inc. | 3,765 | $219K | 0.1% | -5.3% | 1.394% | |
| 7/30/2024 | International Assets Investment Management LLC | 875 | $51K | 0.0% | N/A | 0.324% | |
| 7/12/2024 | SG Americas Securities LLC | 5,528 | $322K | 0.0% | -4.3% | 2.047% | |
| 5/7/2024 | SG Americas Securities LLC | 5,775 | $354K | 0.0% | +28.4% | 1.699% | |
| 4/30/2024 | Cutter & CO Brokerage Inc. | 3,977 | $244K | 0.1% | -6.6% | 1.105% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 18,803 | $956K | 0.0% | N/A | 4.821% | |
| 2/5/2024 | Cary Street Partners Investment Advisory LLC | 18,803 | $956K | 0.3% | N/A | 4.821% | |
| 2/1/2024 | Cutter & CO Brokerage Inc. | 4,259 | $229K | 0.1% | -22.8% | 1.092% | |
| 2/1/2024 | PSI Advisors LLC | 1,283 | $69K | 0.0% | -27.6% | 0.329% | |
| 1/25/2024 | International Assets Investment Management LLC | 47,083 | $2.53M | 0.0% | +5,280.9% | 11.771% | |
| 1/24/2024 | International Assets Investment Management LLC | 47,083 | $2.53M | 0.0% | +5,280.9% | 11.771% | |
| 1/16/2024 | Raymond James & Associates | 4,986 | $268K | 0.0% | +5.9% | 1.247% | |
| 1/12/2024 | SG Americas Securities LLC | 4,499 | $242K | 0.0% | -48.8% | 1.125% | |
| 11/15/2023 | KPP Advisory Services LLC | 11,479 | $581K | 0.2% | N/A | 2.126% | |
| 11/7/2023 | Great Valley Advisor Group Inc. | 4,050 | $205K | 0.0% | -26.4% | 0.750% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 5,710 | $289K | 0.0% | -14.6% | 1.002% | |
| 10/13/2023 | SG Americas Securities LLC | 8,794 | $445K | 0.0% | +88.5% | 1.516% | |
| 10/4/2023 | International Assets Investment Management LLC | 875 | $44K | 0.0% | N/A | 0.151% | |
| 8/14/2023 | Gallagher Fiduciary Advisors LLC | 12,391 | $610K | 0.0% | -46.3% | 1.745% | |
| 8/11/2023 | V Wealth Advisors LLC | 4,998 | $246K | 0.0% | -16.0% | 0.704% | |
| 8/10/2023 | Cetera Investment Advisers | 56,535 | $2.78M | 0.0% | -3.5% | 7.963% | |
| 8/3/2023 | Thoroughbred Financial Services LLC | 4,289 | $211K | 0.0% | -46.0% | 0.572% | |
| 7/31/2023 | LPL Financial LLC | 30,541 | $1.50M | 0.0% | -9.8% | 4.072% | |
| 7/10/2023 | SG Americas Securities LLC | 4,665 | $230K | 0.0% | +35.7% | 0.622% | |
| 5/16/2023 | Gallagher Fiduciary Advisors LLC | 23,095 | $1.14M | 0.1% | N/A | 2.264% | |
| 5/12/2023 | Financial Partners Group Inc | 19,223 | $948K | 0.2% | -2.1% | 1.885% | |
| 5/11/2023 | Citigroup Inc. | 171,390 | $8.45M | 0.0% | -8.3% | 16.803% | |
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| 5/3/2023 | Great Valley Advisor Group Inc. | 5,600 | $276K | 0.0% | -7.4% | 0.549% | |
| 5/2/2023 | V Wealth Advisors LLC | 5,948 | $293K | 0.1% | -14.4% | 0.583% | |
| 4/28/2023 | SG Americas Securities LLC | 3,437 | $170K | 0.0% | N/A | 0.337% | |
| 4/24/2023 | Thoroughbred Financial Services LLC | 7,936 | $391K | 0.1% | +6.4% | 0.778% | |
| 4/19/2023 | International Assets Investment Management LLC | 875 | $43K | 0.0% | -78.8% | 0.086% | |
| 2/27/2023 | Gallagher Benefit Services Inc. | 29,369 | $1.49M | 0.3% | N/A | 2.144% | |
| 2/15/2023 | Financial Partners Group Inc | 19,629 | $1.10M | 0.2% | -44.4% | 1.433% | |
| 2/9/2023 | Wealth Enhancement & Preservation of GA LLC | 13,959 | $708K | 1.2% | +39.8% | 1.019% | |
| 2/9/2023 | Scotia Capital Inc. | 4,208 | $214K | 0.0% | N/A | 0.307% | |
| 2/9/2023 | Citigroup Inc. | 186,844 | $9.48M | 0.0% | -3.1% | 13.638% | |
| 2/7/2023 | Thoroughbred Financial Services LLC | 7,459 | $378K | 0.1% | +46.6% | 0.544% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 13,551 | $687K | 0.0% | -7.1% | 0.989% | |
| 2/7/2023 | LPL Financial LLC | 34,144 | $1.73M | 0.0% | -49.9% | 2.492% | |
| 2/3/2023 | Cutter & CO Brokerage Inc. | 5,409 | $274K | 0.1% | -17.3% | 0.395% | |
| 1/30/2023 | International Assets Investment Management LLC | 4,128 | $209K | 0.0% | -12.7% | 0.306% | |
| 1/13/2023 | Merit Financial Group LLC | 5,200 | $264K | 0.0% | N/A | 0.385% | |
| 1/13/2023 | Worth Asset Management LLC | 995 | $50K | 0.0% | N/A | 0.074% | |
| 11/15/2022 | Cary Street Partners Investment Advisory LLC | 25,622 | $1.11M | 0.1% | -20.3% | 1.971% | |
| 11/14/2022 | MML Investors Services LLC | 7,953 | $345K | 0.0% | +30.0% | 0.612% | |
| 11/14/2022 | Financial Partners Group Inc | 35,286 | $1.53M | 0.4% | -19.3% | 2.714% | |
| 11/8/2022 | IFP Advisors Inc | 2,162 | $109K | 0.0% | +16.5% | 0.166% | |
| 11/7/2022 | Essex Financial Services Inc. | 4,870 | $211K | 0.0% | -19.3% | 0.375% | |
| 11/3/2022 | Cutter & CO Brokerage Inc. | 6,542 | $284K | 0.1% | +21.0% | 0.503% | |
| 10/31/2022 | SG Americas Securities LLC | 20,567 | $892K | 0.0% | -32.7% | 1.582% | |
| 10/26/2022 | F3Logic LLC | 26,168 | $1.13M | 0.2% | -6.2% | 1.968% | |
| 10/21/2022 | Great Valley Advisor Group Inc. | 6,050 | $262K | 0.0% | +6.1% | 0.455% | |
| 10/19/2022 | Wealth Enhancement & Preservation of GA LLC | 9,983 | $433K | 0.7% | N/A | 0.751% | |
| 9/16/2022 | Private Trust Co. NA | 1,000 | $45K | 0.0% | N/A | 0.062% | |
| 8/17/2022 | International Assets Investment Management LLC | 4,725 | $212K | 0.0% | N/A | 0.292% | |
| 8/15/2022 | Atria Wealth Solutions Inc. | 7,906 | $355K | 0.0% | +8.0% | 0.488% | |
| 8/12/2022 | Financial Partners Group Inc | 43,708 | $1.96M | 0.5% | N/A | 2.698% | |
| 8/11/2022 | Cetera Investment Advisers | 60,885 | $2.73M | 0.0% | +7.9% | 3.758% | |
| 8/11/2022 | Cetera Advisors LLC | 14,543 | $653K | 0.0% | +39.5% | 0.898% | |
| 8/3/2022 | Thoroughbred Financial Services LLC | 5,085 | $228K | 0.0% | N/A | 0.314% | |
| 8/3/2022 | F3Logic LLC | 27,899 | $1.25M | 0.2% | +47.5% | 1.641% | |
| 8/1/2022 | Essex Financial Services Inc. | 6,034 | $271K | 0.0% | N/A | 0.355% | |
| 7/29/2022 | SG Americas Securities LLC | 30,572 | $1.37M | 0.0% | +106.7% | 1.737% | |
| 7/28/2022 | Cutter & CO Brokerage Inc. | 5,408 | $243K | 0.1% | N/A | 0.307% | |
| 7/27/2022 | Founders Financial Securities LLC | 11,957 | $537K | 0.1% | -58.9% | 0.679% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 32,784 | $1.47M | 0.0% | +125.4% | 1.863% | |
| 7/19/2022 | Great Valley Advisor Group Inc. | 5,700 | $256K | 0.0% | N/A | 0.324% | |
| 5/12/2022 | Visionary Wealth Advisors | 5,704 | $307K | 0.0% | N/A | 0.288% | |
| 5/12/2022 | Citigroup Inc. | 200,000 | $10.78M | 0.0% | N/A | 10.101% | |
| 5/12/2022 | F3Logic LLC | 18,909 | $1.02M | 0.1% | N/A | 0.955% | |
| 5/12/2022 | Cetera Advisors LLC | 10,425 | $562K | 0.0% | N/A | 0.527% | |
| 5/9/2022 | Scotia Capital Inc. | 4,213 | $227K | 0.0% | N/A | 0.212% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 19,981 | $2.72M | 0.0% | +751.0% | 1.004% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 14,542 | $783K | 0.0% | N/A | 0.731% | |
| 4/29/2022 | SG Americas Securities LLC | 14,790 | $797K | 0.0% | +107.8% | 0.743% | |
| 4/20/2022 | Koshinski Asset Management Inc. | 600 | $32K | 0.0% | N/A | 0.031% | |
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| 4/20/2022 | PSI Advisors LLC | 2,181 | $118K | 0.0% | +50.1% | 0.113% | |
| 2/15/2022 | Cary Street Partners Investment Advisory LLC | 18,803 | $956K | 0.3% | N/A | 3.134% | |
| 2/8/2022 | AllSquare Wealth Management LLC | 1,135 | $58K | 0.0% | N/A | 0.210% | |
| 2/7/2022 | SG Americas Securities LLC | 7,116 | $362K | 0.0% | -71.0% | 1.318% | |
| 1/24/2022 | Secure Asset Management LLC | 4,645 | $236K | 0.1% | N/A | 0.860% | |
| 11/12/2021 | PSI Advisors LLC | 1,549 | $75K | 0.0% | N/A | 0.738% | |
| 11/1/2021 | SG Americas Securities LLC | 24,538 | $1.18M | 0.0% | +36.2% | 15.336% | |
| 8/13/2021 | LPL Financial LLC | 10,190 | $500K | 0.0% | N/A | 6.369% | |
| 8/12/2021 | SG Americas Securities LLC | 18,021 | $884K | 0.0% | +42.7% | 11.263% | |
| 8/11/2021 | Susquehanna International Group LLP | 4,238 | $208K | 0.0% | N/A | 2.649% | |
