| 5/15/2025 | Royal Bank of Canada | 9,753 | $290K | 0.0% | N/A | 1.084% | |
| 5/13/2025 | HighTower Advisors LLC | 6,813 | $202K | 0.0% | -34.1% | 0.757% | |
| 5/7/2025 | LPL Financial LLC | 46,904 | $1.39M | 0.0% | -6.1% | 5.212% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 28,579 | $849K | 0.0% | +110.6% | 3.175% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 1,190 | $35K | 0.0% | -38.7% | 0.132% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 12,044 | $358K | 0.0% | -17.1% | 1.338% | |
| 2/17/2025 | KKM Financial LLC | 6,344 | $218K | 0.1% | -39.1% | 0.668% | |
| 2/17/2025 | Cetera Investment Advisers | 5,971 | $205K | 0.0% | -4.8% | 0.629% | |
| 2/17/2025 | Citadel Advisors LLC | 22,871 | $786K | 0.0% | +38.2% | 2.407% | |
| 2/17/2025 | Benjamin Edwards Inc. | 31,738 | $1.09M | 0.0% | -2.8% | 3.341% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 13,572 | $467K | 0.0% | -3.0% | 1.429% | |
| 2/13/2025 | Wells Fargo & Company MN | 16,039 | $551K | 0.0% | +1.9% | 1.688% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 5,911 | $203K | 0.0% | N/A | 0.622% | |
| 2/11/2025 | LPL Financial LLC | 49,950 | $1.72M | 0.0% | +21.2% | 5.258% | |
| 2/4/2025 | Cutter & CO Brokerage Inc. | 13,607 | $468K | 0.1% | -2.6% | 1.432% | |
| 1/31/2025 | Truist Financial Corp | 6,056 | $208K | 0.0% | -8.2% | 0.637% | |
| 1/17/2025 | Apeiron RIA LLC | 12,001 | $413K | 0.1% | -4.7% | 1.263% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 14,525 | $499K | 0.0% | -5.1% | 1.529% | |
| 11/15/2024 | Benjamin Edwards Inc. | 32,660 | $1.05M | 0.0% | N/A | 3.438% | |
| 11/12/2024 | KKM Financial LLC | 10,424 | $334K | 0.2% | +59.5% | 1.097% | |
| 10/8/2024 | Atwood & Palmer Inc. | 975 | $31K | 0.0% | -29.6% | 0.098% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 13,966 | $429K | 0.0% | -8.4% | 1.164% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 7,253 | $223K | 0.0% | N/A | 0.604% | |
| 7/16/2024 | Apeiron RIA LLC | 12,597 | $387K | 0.1% | -7.7% | 1.050% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 1,300 | $42K | 0.0% | -43.5% | 0.104% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 19,102 | $615K | 0.0% | -10.4% | 1.528% | |
| 4/30/2024 | Cutter & CO Brokerage Inc. | 14,052 | $453K | 0.1% | +6.3% | 1.124% | |
| 4/30/2024 | Arkadios Wealth Advisors | 8,373 | $270K | 0.0% | -15.4% | 0.670% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 28,599 | $921K | 0.0% | +2.0% | 2.288% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 21,308 | $639K | 0.0% | -10.6% | 1.639% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 28,036 | $841K | 0.0% | +6.4% | 2.157% | |
| 2/2/2024 | Truist Financial Corp | 9,055 | $272K | 0.0% | -44.7% | 0.697% | |
| 1/24/2024 | Arkadios Wealth Advisors | 9,899 | $297K | 0.0% | -9.2% | 0.761% | |
| 1/16/2024 | Raymond James & Associates | 15,154 | $455K | 0.0% | -16.0% | 1.166% | |
| 1/12/2024 | Apeiron RIA LLC | 13,743 | $412K | 0.1% | -3.3% | 1.057% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 23,841 | $670K | 0.0% | -4.6% | 1.766% | |
| 10/31/2023 | Cutter & CO Brokerage Inc. | 13,263 | $373K | 0.1% | -8.5% | 0.982% | |
| 10/24/2023 | Raymond James & Associates | 18,040 | $507K | 0.0% | -9.8% | 1.336% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 20,015 | $563K | 0.0% | +2.4% | 1.483% | |
| 10/19/2023 | Apeiron RIA LLC | 14,214 | $400K | 0.1% | -38.3% | 1.053% | |
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| 10/13/2023 | Arkadios Wealth Advisors | 10,906 | $307K | 0.0% | -8.5% | 0.727% | |
| 8/1/2023 | Truist Financial Corp | 16,395 | $488K | 0.0% | -16.7% | 0.820% | |
| 7/31/2023 | LPL Financial LLC | 46,888 | $1.40M | 0.0% | +0.7% | 2.344% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 24,994 | $744K | 0.0% | -7.6% | 1.250% | |
| 7/25/2023 | Raymond James & Associates | 19,989 | $595K | 0.0% | -16.3% | 0.999% | |
| 7/20/2023 | Apeiron RIA LLC | 23,039 | $686K | 0.2% | -10.8% | 1.152% | |
| 7/18/2023 | Atwood & Palmer Inc. | 1,385 | $41K | 0.0% | -45.4% | 0.087% | |
| 7/5/2023 | Cedar Brook Financial Partners LLC | 7,024 | $209K | 0.0% | N/A | 0.439% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 19,280 | $524K | 0.0% | -18.0% | 1.102% | |
| 5/5/2023 | Truist Financial Corp | 19,682 | $535K | 0.0% | +2.7% | 1.125% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 27,063 | $736K | 0.0% | -80.6% | 1.546% | |
| 4/27/2023 | Benjamin F. Edwards & Company Inc. | 24,228 | $659K | 0.0% | +104.0% | 1.384% | |
| 4/25/2023 | Geneos Wealth Management Inc. | 2,300 | $63K | 0.0% | -14.8% | 0.131% | |
| 4/21/2023 | Atwood & Palmer Inc. | 2,535 | $69K | 0.0% | -92.5% | 0.145% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 15,493 | $421K | 0.0% | -74.5% | 0.885% | |
| 4/14/2023 | Raymond James & Associates | 23,881 | $649K | 0.0% | -26.2% | 1.365% | |
| 4/13/2023 | Apeiron RIA LLC | 25,831 | $702K | 0.2% | -24.0% | 1.476% | |
| 2/14/2023 | J Arnold Wealth Management Co | 1,557 | $39K | 0.0% | +179.5% | 0.076% | |
| 2/13/2023 | Icapital Wealth LLC | 10,000 | $252K | 0.2% | -50.3% | 0.488% | |
| 2/9/2023 | HighTower Advisors LLC | 19,122 | $482K | 0.0% | -2.0% | 0.933% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 60,661 | $1.53M | 0.0% | -18.7% | 2.959% | |
| 2/8/2023 | Raymond James & Associates | 32,339 | $816K | 0.0% | -18.6% | 1.578% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 28,243 | $712K | 0.0% | -60.4% | 1.378% | |
| 2/7/2023 | Benjamin F. Edwards & Company Inc. | 11,875 | $299K | 0.0% | +68.3% | 0.579% | |
| 2/7/2023 | LPL Financial LLC | 76,294 | $1.92M | 0.0% | -9.0% | 3.722% | |
| 2/1/2023 | Janney Montgomery Scott LLC | 139,817 | $3.53M | 0.0% | -44.4% | 6.820% | |
| 1/31/2023 | Atwood & Palmer Inc. | 33,820 | $853K | 0.1% | -49.8% | 1.650% | |
| 1/20/2023 | Apeiron RIA LLC | 34,003 | $858K | 0.3% | -7.3% | 1.478% | |
| 11/10/2022 | Tower Research Capital LLC TRC | 33,546 | $784K | 0.0% | -34.1% | 1.242% | |
| 11/10/2022 | UBS Group AG | 114,437 | $2.67M | 0.0% | -40.7% | 4.238% | |
| 10/28/2022 | Benjamin F. Edwards & Company Inc. | 7,054 | $165K | 0.0% | +54.6% | 0.261% | |
| 10/27/2022 | CWM LLC | 2,056 | $48K | 0.0% | -16.9% | 0.076% | |
| 10/26/2022 | Truist Financial Corp | 18,695 | $437K | 0.0% | -11.3% | 0.692% | |
| 10/25/2022 | Janney Montgomery Scott LLC | 251,491 | $5.88M | 0.0% | -4.6% | 9.314% | |
| 10/25/2022 | Raymond James & Associates | 39,723 | $928K | 0.0% | -15.7% | 1.471% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 74,582 | $1.74M | 0.0% | -9.9% | 2.762% | |
| 10/18/2022 | Apeiron RIA LLC | 36,675 | $875K | 0.4% | -3.5% | 1.265% | |
| 8/13/2022 | NewEdge Advisors LLC | 25,054 | $634K | 0.0% | -30.7% | 0.783% | |
| 8/13/2022 | Regal Investment Advisors LLC | 21,491 | $544K | 0.1% | -15.3% | 0.672% | |
| 8/13/2022 | Concourse Financial Group Securities Inc. | 1,630 | $41K | 0.0% | -60.2% | 0.051% | |
| 8/13/2022 | Flow Traders U.S. LLC | 23,728 | $601K | 0.0% | -43.1% | 0.742% | |
| 8/11/2022 | UBS Group AG | 192,906 | $4.88M | 0.0% | -38.1% | 6.028% | |
| 8/4/2022 | Steward Partners Investment Advisory LLC | 8,064 | $204K | 0.0% | -9.2% | 0.252% | |
| 8/4/2022 | Northwestern Mutual Wealth Management Co. | 1,201 | $30K | 0.0% | -40.5% | 0.038% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 35,729 | $904K | 0.0% | -21.8% | 1.117% | |
| 8/3/2022 | Janney Montgomery Scott LLC | 263,691 | $6.83M | 0.0% | -2.9% | 8.240% | |
| 8/2/2022 | Pinnacle Associates Ltd. | 9,768 | $247K | 0.0% | -95.1% | 0.305% | |
| 8/1/2022 | Stonebridge Financial Planning Group LLC | 14,220 | $360K | 0.2% | -37.1% | 0.444% | |
| 7/28/2022 | Cutter & CO Brokerage Inc. | 14,538 | $368K | 0.1% | +3.6% | 0.454% | |
| 7/28/2022 | CWM LLC | 2,474 | $63K | 0.0% | -99.5% | 0.077% | |
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| 7/22/2022 | Geneos Wealth Management Inc. | 3,330 | $84K | 0.0% | -32.5% | 0.097% | |
| 7/22/2022 | Truist Financial Corp | 21,078 | $533K | 0.0% | -96.6% | 0.611% | |
| 7/21/2022 | Atwood & Palmer Inc. | 67,405 | $1.71M | 0.2% | -2.0% | 1.954% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 89,740 | $2.27M | 0.0% | -76.8% | 2.528% | |
| 7/14/2022 | Arkadios Wealth Advisors | 11,701 | $296K | 0.0% | -3.6% | 0.321% | |
| 6/13/2022 | Paragon Private Wealth Management LLC | 8,262 | $238K | 0.2% | -85.6% | 0.127% | |
| 5/12/2022 | DB Wealth Management Group LLC | 21,307 | $688K | 0.4% | -34.9% | 0.364% | |
| 5/12/2022 | Oppenheimer & Co. Inc. | 74,039 | $2.39M | 0.0% | +25.9% | 1.266% | |
| 5/11/2022 | Raymond James Financial Services Advisors Inc. | 236,321 | $7.64M | 0.0% | -80.2% | 4.040% | |
| 5/11/2022 | Raymond James & Associates | 236,296 | $7.64M | 0.0% | -53.1% | 4.039% | |
