| 5/21/2025 | Geneos Wealth Management Inc. | 13,023 | $458K | 0.0% | -4.9% | 0.347% | |
| 5/15/2025 | Royal Bank of Canada | 31,424 | $1.11M | 0.0% | -13.8% | 0.838% | |
| 5/13/2025 | Raymond James Financial Inc. | 214,802 | $7.56M | 0.0% | +98.7% | 5.728% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 6,717 | $233K | 0.0% | N/A | 0.179% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 8,072 | $284K | 0.0% | -15.2% | 0.215% | |
| 5/7/2025 | LPL Financial LLC | 237,579 | $8.36M | 0.0% | -19.9% | 6.335% | |
| 5/6/2025 | Cetera Investment Advisers | 8,744 | $308K | 0.0% | +14.0% | 0.233% | |
| 5/5/2025 | Private Advisor Group LLC | 46,032 | $1.62M | 0.0% | -8.0% | 1.228% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 17,044 | $600K | 0.0% | -32.7% | 0.455% | |
| 4/22/2025 | World Equity Group Inc. | 18,792 | $668K | 0.2% | +40.4% | 0.501% | |
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| 4/17/2025 | NBT Bank N A NY | 12,170 | $428K | 0.0% | -10.6% | 0.325% | |
| 2/17/2025 | Cetera Investment Advisers | 7,669 | $280K | 0.0% | -29.0% | 0.205% | |
| 2/17/2025 | Bank of America Corp DE | 165,500 | $6.05M | 0.0% | -5.7% | 4.413% | |
| 2/14/2025 | Jane Street Group LLC | 7,500 | $274K | 0.0% | -74.7% | 0.200% | |
| 2/14/2025 | Harvest Investment Services LLC | 19,734 | $721K | 0.2% | N/A | 0.526% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 133,698 | $4.86M | 0.0% | -2.3% | 3.565% | |
| 2/13/2025 | Mariner LLC | 32,856 | $1.20M | 0.0% | -7.3% | 0.876% | |
| 2/13/2025 | Raymond James Financial Inc. | 108,119 | $3.95M | 0.0% | N/A | 2.883% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 8,338 | $305K | 0.0% | -10.9% | 0.222% | |
| 2/13/2025 | Wells Fargo & Company MN | 193,355 | $7.07M | 0.0% | -3.5% | 5.156% | |
| 2/11/2025 | LPL Financial LLC | 296,664 | $10.84M | 0.0% | -4.5% | 7.911% | |
| 2/10/2025 | Arbor Capital Management Inc. ADV | 8,599 | $323K | 0.3% | N/A | 0.229% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 16,352 | $598K | 0.0% | -6.3% | 0.436% | |
| 2/7/2025 | Independent Advisor Alliance | 6,644 | $243K | 0.0% | N/A | 0.177% | |
| 2/7/2025 | NBT Bank N A NY | 13,607 | $497K | 0.0% | -7.0% | 0.363% | |
| 2/6/2025 | Raymond James Financial Inc. | 108,119 | $3.95M | 0.0% | N/A | 2.883% | |
| 2/6/2025 | Atria Investments Inc | 26,670 | $975K | 0.0% | -6.6% | 0.711% | |
| 2/4/2025 | WealthShield Partners LLC | 2,437 | $89K | 0.0% | -50.0% | 0.065% | |
| 2/3/2025 | Private Advisor Group LLC | 50,058 | $1.83M | 0.0% | -10.8% | 1.335% | |
| 1/31/2025 | Global Retirement Partners LLC | 30,197 | $1.10M | 0.0% | +14,279.5% | 0.805% | |
| 1/31/2025 | Proactive Wealth Strategies LLC | 8,206 | $300K | 0.2% | +6.0% | 0.219% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 9,519 | $348K | 0.0% | +50.9% | 0.254% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 13,688 | $500K | 0.0% | -6.3% | 0.360% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 27,315 | $998K | 0.0% | -3.5% | 0.719% | |
| 11/15/2024 | Jane Street Group LLC | 29,598 | $1.06M | 0.0% | +266.9% | 0.740% | |
| 11/8/2024 | Prospera Private Wealth LLC | 791 | $28K | 0.0% | N/A | 0.020% | |
| 11/7/2024 | Prospera Financial Services Inc | 327,517 | $11.73M | 0.3% | -9.5% | 8.188% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 21,400 | $767K | 0.0% | -9.9% | 0.535% | |
| 11/5/2024 | Proactive Wealth Strategies LLC | 7,741 | $277K | 0.2% | N/A | 0.194% | |
| 11/1/2024 | Atria Investments Inc | 28,550 | $1.02M | 0.0% | -4.0% | 0.705% | |
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| 10/30/2024 | World Equity Group Inc. | 13,455 | $482K | 0.2% | +2.2% | 0.332% | |
| 10/22/2024 | Private Advisor Group LLC | 56,135 | $2.01M | 0.0% | -14.8% | 1.305% | |
| 10/18/2024 | Raymond James & Associates | 68,411 | $2.45M | 0.0% | -6.0% | 1.591% | |
| 8/5/2024 | Private Advisor Group LLC | 65,912 | $2.32M | 0.0% | -15.9% | 1.481% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 18,135 | $639K | 0.0% | -18.4% | 0.408% | |
| 7/31/2024 | NBT Bank N A NY | 15,445 | $544K | 0.0% | -5.1% | 0.347% | |
| 7/19/2024 | Raymond James & Associates | 72,757 | $2.57M | 0.0% | -6.2% | 1.599% | |
| 7/19/2024 | World Equity Group Inc. | 13,164 | $464K | 0.1% | +9.7% | 0.289% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 18,487 | $638K | 0.0% | -4.1% | 0.389% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 29,168 | $1.01M | 0.0% | -2.4% | 0.614% | |
| 4/30/2024 | Private Advisor Group LLC | 78,396 | $2.71M | 0.0% | -14.2% | 1.650% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 22,222 | $767K | 0.0% | -46.3% | 0.468% | |
| 4/24/2024 | NBT Bank N A NY | 16,267 | $561K | 0.0% | -5.2% | 0.342% | |
| 4/23/2024 | Global Retirement Partners LLC | 1,270 | $44K | 0.0% | -21.6% | 0.027% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 51,519 | $1.78M | 0.0% | -15.2% | 1.085% | |
| 2/9/2024 | Wells Fargo & Company MN | 224,496 | $7.36M | 0.0% | -7.2% | 4.359% | |
| 2/9/2024 | UBS Group AG | 295,659 | $9.69M | 0.0% | -11.2% | 5.741% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 29,897 | $980K | 0.0% | -4.4% | 0.581% | |
| 2/6/2024 | Private Advisor Group LLC | 91,378 | $3.00M | 0.0% | -44.2% | 1.774% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 6,310 | $207K | 0.0% | N/A | 0.120% | |
| 1/30/2024 | PCG Wealth Advisors LLC | 15,415 | $505K | 0.3% | -3.1% | 0.294% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 19,287 | $632K | 0.0% | -9.1% | 0.364% | |
| 1/18/2024 | Global Retirement Partners LLC | 1,620 | $53K | 0.0% | +131.4% | 0.030% | |
| 1/18/2024 | Trueblood Wealth Management LLC | 15,233 | $499K | 0.3% | N/A | 0.285% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 60,760 | $1.99M | 0.0% | -54.5% | 1.136% | |
| 1/16/2024 | Raymond James & Associates | 79,297 | $2.60M | 0.0% | -13.9% | 1.482% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 3,746 | $123K | 0.0% | -27.2% | 0.069% | |
| 11/13/2023 | Mariner LLC | 137,601 | $4.31M | 0.0% | -68.4% | 2.219% | |
| 11/13/2023 | LPL Financial LLC | 612,058 | $19.19M | 0.0% | -11.2% | 9.872% | |
| 11/13/2023 | Kestra Advisory Services LLC | 17,992 | $564K | 0.0% | -2.6% | 0.290% | |
| 11/13/2023 | PNC Financial Services Group Inc. | 1,477 | $46K | 0.0% | +199.0% | 0.024% | |
| 11/9/2023 | UBS Group AG | 333,070 | $10.44M | 0.0% | -40.8% | 5.372% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 31,285 | $981K | 0.0% | -10.4% | 0.505% | |
| 11/8/2023 | Oppenheimer & Co. Inc. | 24,602 | $771K | 0.0% | +2.2% | 0.397% | |
| 11/7/2023 | Atria Investments Inc | 124,273 | $3.90M | 0.1% | -70.6% | 2.004% | |
| 11/3/2023 | Private Advisor Group LLC | 163,742 | $5.13M | 0.0% | -20.6% | 2.539% | |
| 10/24/2023 | Raymond James & Associates | 92,094 | $2.89M | 0.0% | -5.2% | 1.364% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 26,040 | $816K | 0.0% | -18.3% | 0.386% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 81,915 | $2.57M | 0.0% | -17.2% | 1.214% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 21,207 | $665K | 0.0% | -4.7% | 0.326% | |
| 8/14/2023 | Eqis Capital Management Inc. | 16,674 | $560K | 0.1% | +5.6% | 0.227% | |
| 8/11/2023 | Baird Financial Group Inc. | 175,073 | $5.88M | 0.0% | +54.4% | 2.382% | |
| 8/11/2023 | Kestra Advisory Services LLC | 18,467 | $621K | 0.0% | +6.0% | 0.251% | |
| 8/10/2023 | Osaic Holdings Inc. | 168,573 | $5.67M | 0.0% | -7.8% | 2.294% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 98,941 | $3.33M | 0.0% | -7.2% | 1.346% | |
| 8/10/2023 | Private Advisor Group LLC | 206,262 | $6.93M | 0.1% | +121.6% | 2.806% | |
| 8/8/2023 | Geneos Wealth Management Inc. | 22,264 | $748K | 0.0% | -1.5% | 0.303% | |
| 8/8/2023 | Prospera Financial Services Inc | 107,660 | $3.62M | 0.1% | -8.8% | 1.465% | |
| 8/7/2023 | Lincoln National Corp | 14,829 | $498K | 0.0% | +8.9% | 0.202% | |
| 8/4/2023 | Atria Investments Inc | 422,112 | $14.19M | 0.3% | +7.1% | 5.743% | |
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| 8/3/2023 | Oppenheimer & Co. Inc. | 24,069 | $809K | 0.0% | +1.9% | 0.325% | |
| 8/1/2023 | Truist Financial Corp | 8,707 | $293K | 0.0% | -62.2% | 0.118% | |
| 7/31/2023 | LPL Financial LLC | 689,277 | $23.17M | 0.0% | -0.7% | 9.315% | |
| 7/28/2023 | Capital Investment Advisory Services LLC | 900 | $30K | 0.0% | -61.4% | 0.012% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 5,162 | $173K | 0.0% | -9.6% | 0.069% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 34,913 | $1.17M | 0.0% | -18.1% | 0.466% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 133,576 | $4.49M | 0.0% | +2.9% | 1.781% | |
| 7/25/2023 | Raymond James & Associates | 97,165 | $3.27M | 0.0% | -10.0% | 1.296% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 31,856 | $1.07M | 0.0% | -23.3% | 0.422% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 41,519 | $1.37M | 0.0% | -3.5% | 0.546% | |
