| 4/7/2025 | AdvisorNet Financial Inc | 1,141 | $26K | 0.0% | N/A | 0.243% | |
| 2/18/2025 | GTS Securities LLC | 32,864 | $771K | 0.0% | +147.1% | 5.477% | |
| 2/17/2025 | Bank of America Corp DE | 8,848 | $208K | 0.0% | -14.7% | 1.475% | |
| 2/11/2025 | LPL Financial LLC | 36,029 | $846K | 0.0% | -16.7% | 6.005% | |
| 2/7/2025 | HighTower Advisors LLC | 25,316 | $594K | 0.0% | +5.3% | 4.219% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 1,967 | $46K | 0.0% | N/A | 0.328% | |
| 1/13/2025 | Elmwood Wealth Management Inc. | 73,507 | $1.73M | 0.7% | +0.7% | 12.251% | |
| 11/15/2024 | Jane Street Group LLC | 14,751 | $375K | 0.0% | -76.4% | 2.269% | |
| 10/25/2024 | Highline Wealth Partners LLC | 1,763 | $45K | 0.0% | N/A | 0.271% | |
| 10/11/2024 | Elmwood Wealth Management Inc. | 73,016 | $1.86M | 0.8% | +17.9% | 11.063% | |
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| 5/24/2024 | Cetera Advisors LLC | 30,509 | $736K | 0.0% | N/A | 3.246% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 18,311 | $442K | 0.0% | -10.2% | 1.969% | |
| 5/3/2024 | Clarity Capital Partners LLC | 23,631 | $570K | 0.4% | +13.3% | 2.514% | |
| 2/20/2024 | Clarity Capital Partners LLC | 20,852 | $513K | 0.4% | N/A | 1.709% | |
| 2/12/2024 | Tradition Wealth Management LLC | 29,972 | $737K | 0.1% | -3.7% | 2.457% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 20,381 | $501K | 0.0% | -4.1% | 1.671% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 11,609 | $286K | 0.0% | -7.0% | 0.952% | |
| 1/30/2024 | Sfmg LLC | 114,581 | $2.82M | 0.3% | -38.7% | 9.392% | |
| 1/30/2024 | Elmwood Wealth Management Inc. | 28,657 | $705K | 0.5% | N/A | 2.349% | |
| 11/8/2023 | HighTower Advisors LLC | 28,297 | $662K | 0.0% | -2.8% | 1.849% | |
| 11/7/2023 | Kingsview Wealth Management LLC | 21,257 | $500K | 0.0% | +2.7% | 1.389% | |
| 11/6/2023 | Sfmg LLC | 186,852 | $4.39M | 0.5% | +4.1% | 12.213% | |
| 8/10/2023 | Cetera Investment Advisers | 30,824 | $822K | 0.0% | N/A | 2.097% | |
| 8/2/2023 | Bank of Montreal Can | 20,702 | $554K | 0.0% | N/A | 1.408% | |
| 7/31/2023 | LPL Financial LLC | 20,400 | $544K | 0.0% | -12.5% | 1.388% | |
| 5/12/2023 | Tradition Wealth Management LLC | 34,222 | $871K | 0.1% | -7.6% | 1.990% | |
| 5/10/2023 | Private Advisor Group LLC | 12,740 | $324K | 0.0% | N/A | 0.741% | |
| 5/1/2023 | Sfmg LLC | 173,628 | $4.42M | 0.5% | +30.0% | 10.095% | |
| 2/10/2023 | Ritter Daniher Financial Advisory LLC DE | 2,236 | $51K | 0.0% | -30.2% | 0.130% | |
| 2/9/2023 | HighTower Advisors LLC | 24,980 | $568K | 0.0% | +6.5% | 1.452% | |
| 2/3/2023 | CX Institutional | 45,139 | $1.03M | 0.1% | -34.1% | 2.624% | |
| 1/25/2023 | Sfmg LLC | 133,530 | $3.04M | 0.3% | -20.8% | 7.587% | |
| 1/18/2023 | Private Advisor Group LLC | 12,388 | $282K | 0.0% | -5.9% | 0.666% | |
| 11/9/2022 | Ritter Daniher Financial Advisory LLC DE | 3,203 | $83K | 0.1% | -20.0% | 0.154% | |
| 11/4/2022 | CX Institutional | 68,447 | $1.77M | 0.1% | +28,183.9% | 3.291% | |
| 11/2/2022 | Sharkey Howes & Javer | 21,790 | $565K | 0.1% | -82.7% | 1.033% | |
| 10/21/2022 | Great Valley Advisor Group Inc. | 12,506 | $324K | 0.0% | N/A | 0.593% | |
| 10/20/2022 | Sfmg LLC | 168,547 | $4.28M | 0.5% | +5.3% | 7.988% | |
| 10/14/2022 | Private Advisor Group LLC | 13,171 | $341K | 0.0% | +7.1% | 0.601% | |
| 8/11/2022 | Cetera Investment Advisers | 92,963 | $2.69M | 0.0% | +27.5% | 4.264% | |
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| 8/11/2022 | Ritter Daniher Financial Advisory LLC DE | 4,003 | $116K | 0.1% | N/A | 0.184% | |
| 8/8/2022 | Sfmg LLC | 160,115 | $4.64M | 0.5% | +7.4% | 7.345% | |
| 8/2/2022 | Tradition Wealth Management LLC | 37,167 | $1.08M | 0.2% | -18.9% | 1.705% | |
| 7/27/2022 | Sharkey Howes & Javer | 125,696 | $3.64M | 0.9% | -41.7% | 5.766% | |
| 7/22/2022 | Truist Financial Corp | 9,281 | $269K | 0.0% | +9.6% | 0.426% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 15,102 | $437K | 0.0% | -2.2% | 0.665% | |
| 5/12/2022 | Ritter Daniher Financial Advisory LLC | 3,503 | $131K | 0.1% | +17.2% | 0.138% | |
| 5/12/2022 | HighTower Advisors LLC | 138,012 | $5.17M | 0.0% | -5.9% | 5.434% | |
| 5/11/2022 | Empire Life Investments Inc. | 9,000 | $333K | 0.0% | -35.7% | 0.354% | |
| 5/11/2022 | Monumental Financial Group Inc. | 728 | $27K | 0.0% | N/A | 0.029% | |
| 5/11/2022 | Tradition Wealth Management LLC | 45,835 | $1.71M | 0.2% | +10.7% | 1.805% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 36,206 | $5.26M | 0.0% | +16.9% | 1.393% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 15,437 | $577K | 0.0% | -20.1% | 0.594% | |
| 4/25/2022 | Sharkey Howes & Javer | 215,711 | $8.07M | 1.8% | -20.7% | 8.233% | |
| 4/21/2022 | Sfmg LLC | 149,126 | $5.58M | 0.6% | +23.3% | 5.692% | |
| 4/13/2022 | Stonehearth Capital Management LLC | 124,131 | $4.64M | 2.4% | N/A | 4.615% | |
| 2/14/2022 | Rockefeller Capital Management L.P. | 882 | $39K | 0.0% | +251.4% | 0.035% | |
| 2/10/2022 | Private Advisor Group LLC | 15,346 | $682K | 0.0% | -83.8% | 0.607% | |
| 2/10/2022 | HighTower Advisors LLC | 146,690 | $6.52M | 0.0% | +1,001.7% | 5.798% | |
| 2/9/2022 | Empire Life Investments Inc. | 14,000 | $622K | 0.0% | +29.6% | 0.553% | |
| 2/9/2022 | Ritter Daniher Financial Advisory LLC | 2,988 | $133K | 0.1% | +8,200.0% | 0.118% | |
| 2/8/2022 | Raymond James Financial Services Advisors Inc. | 37,016 | $1.65M | 0.0% | -20.3% | 1.463% | |
| 2/8/2022 | Bank of America Corp DE | 75,688 | $3.37M | 0.0% | +161.7% | 3.128% | |
| 2/8/2022 | Raymond James & Associates | 16,116 | $717K | 0.0% | +26.1% | 0.666% | |
| 2/8/2022 | Stegent Equity Advisors Inc. | 19,490 | $867K | 0.7% | N/A | 0.805% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 30,976 | $1.38M | 0.0% | +1.0% | 1.291% | |
| 2/3/2022 | Sharkey Howes & Javer | 272,016 | $12.09M | 2.7% | +4.3% | 11.334% | |
| 1/31/2022 | Sfmg LLC | 120,901 | $5.38M | 0.5% | +86.4% | 5.038% | |
| 1/31/2022 | Commonwealth Equity Services LLC | 19,312 | $858K | 0.0% | +5.1% | 0.805% | |
| 1/18/2022 | CX Institutional | 20,297 | $902K | 0.1% | N/A | 0.853% | |
| 1/14/2022 | Spire Wealth Management | 1,106 | $49K | 0.0% | -24.3% | 0.046% | |
| 11/16/2021 | Cetera Advisors LLC | 4,511 | $225K | 0.0% | -57.4% | 0.202% | |
| 11/16/2021 | LPL Financial LLC | 54,081 | $2.69M | 0.0% | +13.9% | 2.425% | |
| 11/15/2021 | Ancora Advisors LLC | 14,679 | $731K | 0.0% | +207.5% | 0.658% | |
| 11/15/2021 | HighTower Advisors LLC | 13,315 | $659K | 0.0% | +63.4% | 0.597% | |
| 11/10/2021 | Citigroup Inc. | 100,000 | $4.96M | 0.0% | -50.0% | 4.608% | |
| 11/9/2021 | Empire Life Investments Inc. | 10,800 | $538K | 0.0% | +17.4% | 0.498% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 30,671 | $1.53M | 0.0% | +34.3% | 1.413% | |
| 11/2/2021 | Raymond James Financial Services Advisors Inc. | 46,420 | $2.31M | 0.0% | -16.8% | 2.149% | |
| 11/2/2021 | Raymond James & Associates | 12,784 | $637K | 0.0% | +137.4% | 0.592% | |
| 11/1/2021 | Sfmg LLC | 64,868 | $3.23M | 0.4% | N/A | 3.003% | |
| 10/29/2021 | Commonwealth Equity Services LLC | 18,372 | $915K | 0.0% | +7.8% | 0.851% | |
| 10/29/2021 | Sharkey Howes & Javer | 260,720 | $12.99M | 3.4% | +2.9% | 12.070% | |
| 10/22/2021 | Spire Wealth Management | 1,461 | $73K | 0.0% | +25.8% | 0.068% | |
| 10/14/2021 | Private Advisor Group LLC | 94,687 | $4.72M | 0.0% | +5.2% | 4.363% | |
| 10/13/2021 | Andesa Financial Management Inc. | 19,560 | $973K | 0.5% | -45.7% | 0.901% | |
| 8/16/2021 | Royal Bank of Canada | 7,915 | $409K | 0.0% | -59.1% | 0.363% | |
| 8/13/2021 | Ancora Advisors LLC | 4,774 | $246K | 0.0% | +96.2% | 0.219% | |
| 8/13/2021 | OLD Mission Capital LLC | 5,285 | $273K | 0.0% | -79.3% | 0.242% | |
| 8/13/2021 | LPL Financial LLC | 47,466 | $2.45M | 0.0% | +22.7% | 2.177% | |
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| 8/12/2021 | Private Advisor Group LLC | 89,987 | $4.65M | 0.0% | +16.5% | 4.128% | |
| 8/11/2021 | Commonwealth Equity Services LLC | 17,046 | $879K | 0.0% | +86.2% | 0.782% | |
| 8/11/2021 | Susquehanna International Group LLP | 6,136 | $318K | 0.0% | -87.7% | 0.288% | |
| 8/10/2021 | Andesa Financial Management Inc. | 36,050 | $1.86M | 0.6% | -6.5% | 1.692% | |
| 8/9/2021 | Tradition Wealth Management LLC | 16,215 | $837K | 0.1% | +149.7% | 0.761% | |
| 8/6/2021 | HighTower Advisors LLC | 8,151 | $421K | 0.0% | +14.2% | 0.383% | |
| 8/4/2021 | Envestnet Asset Management Inc. | 19,012 | $981K | 0.0% | -5.8% | 0.893% | |
| 8/4/2021 | Empire Life Investments Inc. | 9,200 | $475K | 0.0% | N/A | 0.436% | |
| 8/2/2021 | Advisor Group Holdings Inc. | 22,838 | $1.18M | 0.0% | +1.9% | 1.082% | |
| 7/31/2021 | Great Valley Advisor Group Inc. | 9,629 | $497K | 0.0% | -33.2% | 0.456% | |
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