| 5/19/2025 | Jane Street Group LLC | 62,853 | $385K | 0.0% | N/A | 0.399% | |
| 5/16/2025 | NewEdge Advisors LLC | 17,696 | $108K | 0.0% | +21.6% | 0.112% | |
| 5/12/2025 | Virtu Financial LLC | 70,562 | $432K | 0.0% | N/A | 0.448% | |
| 5/2/2025 | Graypoint LLC | 168,540 | $1.03M | 0.1% | +2.3% | 1.070% | |
| 2/14/2025 | Virtus ETF Advisers LLC | 318,110 | $2.26M | 0.9% | +14.2% | 2.020% | |
| 2/13/2025 | NewEdge Advisors LLC | 14,558 | $104K | 0.0% | -11.0% | 0.092% | |
| 2/12/2025 | Nicolet Advisory Services LLC | 14,888 | $105K | 0.0% | N/A | 0.095% | |
| 2/11/2025 | LPL Financial LLC | 106,421 | $757K | 0.0% | +1.4% | 0.676% | |
| 2/6/2025 | Lindbrook Capital LLC | 6,000 | $43K | 0.0% | -33.3% | 0.038% | |
| 1/15/2025 | Arkadios Wealth Advisors | 32,044 | $228K | 0.0% | -6.0% | 0.203% | |
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| 1/10/2025 | Graypoint LLC | 164,826 | $1.17M | 0.1% | +25.9% | 1.047% | |
| 11/20/2024 | Virtu Financial LLC | 18,064 | $134K | 0.0% | N/A | 0.115% | |
| 10/31/2024 | Graypoint LLC | 130,969 | $970K | 0.1% | +4.8% | 0.832% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 17,762 | $128K | 0.0% | -20.7% | 0.113% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 355,885 | $2.56M | 0.0% | -43.6% | 2.260% | |
| 8/7/2024 | Choreo LLC | 22,279 | $157K | 0.0% | -78.4% | 0.141% | |
| 7/31/2024 | Graypoint LLC | 124,991 | $901K | 0.1% | +4.5% | 0.794% | |
| 7/30/2024 | International Assets Investment Management LLC | 19,911 | $143K | 0.0% | -26.9% | 0.126% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 22,386 | $171K | 0.0% | +51.9% | 0.207% | |
| 5/2/2024 | Graypoint LLC | 119,582 | $856K | 0.1% | +6.0% | 1.105% | |
| 5/2/2024 | Choreo LLC | 103,059 | $738K | 0.0% | N/A | 0.952% | |
| 4/25/2024 | Lindbrook Capital LLC | 8,000 | $57K | 0.0% | +81.7% | 0.074% | |
| 4/22/2024 | PFG Investments LLC | 11,479 | $82K | 0.0% | N/A | 0.106% | |
| 4/12/2024 | True North Advisors LLC | 11,175 | $80K | 0.0% | N/A | 0.103% | |
| 4/11/2024 | International Assets Investment Management LLC | 27,232 | $192K | 0.0% | +29.3% | 0.252% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 14,735 | $95K | 0.0% | -34.2% | 0.136% | |
| 2/7/2024 | Principal Securities Inc. | 153,485 | $992K | 0.0% | N/A | 1.419% | |
| 2/7/2024 | Arlington Capital Management Inc. | 40,888 | $264K | 0.2% | N/A | 0.378% | |
| 2/1/2024 | Lindbrook Capital LLC | 4,404 | $28K | 0.0% | -42.2% | 0.041% | |
| 1/29/2024 | Graypoint LLC | 112,776 | $729K | 0.1% | +5.1% | 1.042% | |
| 1/24/2024 | International Assets Investment Management LLC | 136,047 | $879K | 0.0% | +596.9% | 1.257% | |
| 12/1/2023 | B. Riley Wealth Advisors Inc. | 22,386 | $171K | 0.0% | +15.8% | 0.207% | |
| 11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 881,224 | $6.25M | 2.4% | +83.6% | 8.144% | |
| 11/9/2023 | Atomi Financial Group Inc. | 36,984 | $262K | 0.1% | +15.5% | 0.342% | |
| 10/26/2023 | Graypoint LLC | 107,260 | $760K | 0.1% | N/A | 0.991% | |
| 10/13/2023 | Arkadios Wealth Advisors | 31,496 | $223K | 0.0% | +4.9% | 0.291% | |
| 10/4/2023 | International Assets Investment Management LLC | 19,522 | $137K | 0.0% | +75.0% | 0.180% | |
| 8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 480,060 | $4.01M | 1.6% | N/A | 4.437% | |
| 8/8/2023 | Balboa Wealth Partners | 17,250 | $144K | 0.1% | -64.8% | 0.159% | |
| 8/3/2023 | Atomi Financial Group Inc. | 32,019 | $268K | 0.1% | -7.9% | 0.296% | |
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| 7/28/2023 | First Republic Investment Management Inc. | 11,356 | $95K | 0.0% | -29.3% | 0.105% | |
| 7/27/2023 | B. Riley Wealth Advisors Inc. | 19,333 | $171K | 0.0% | +14.0% | 0.179% | |
| 7/21/2023 | Kovack Advisors Inc. | 13,241 | $111K | 0.0% | +17.7% | 0.122% | |
| 6/7/2023 | Atomi Financial Group Inc. | 34,783 | $320K | 0.2% | N/A | 0.419% | |
| 5/12/2023 | Balboa Wealth Partners | 49,000 | $451K | 0.2% | N/A | 0.590% | |
| 5/2/2023 | Arkadios Wealth Advisors | 28,549 | $263K | 0.0% | +5.2% | 0.344% | |
| 4/21/2023 | Kovack Advisors Inc. | 11,254 | $104K | 0.0% | N/A | 0.136% | |
| 4/19/2023 | International Assets Investment Management LLC | 10,526 | $97K | 0.0% | -67.8% | 0.127% | |
| 4/11/2023 | Wealth Enhancement & Preservation of GA LLC | 59,991 | $552K | 0.7% | +1.9% | 0.723% | |
| 3/15/2023 | B. Riley Wealth Advisors Inc. | 16,133 | $140K | 0.0% | -21.8% | 0.194% | |
| 2/10/2023 | Bard Associates Inc. | 109,180 | $956K | 0.4% | -10.4% | 1.315% | |
| 2/9/2023 | Wealth Enhancement & Preservation of GA LLC | 58,868 | $478K | 0.8% | +6.1% | 0.709% | |
| 2/8/2023 | Thrivent Financial for Lutherans | 22,969 | $187K | 0.0% | +13.1% | 0.277% | |
| 1/30/2023 | International Assets Investment Management LLC | 32,718 | $266K | 0.0% | N/A | 0.394% | |
| 1/25/2023 | Alpha Cubed Investments LLC | 51,720 | $420K | 0.0% | N/A | 0.623% | |
| 1/9/2023 | MinichMacGregor Wealth Management LLC | 3,160 | $26K | 0.0% | N/A | 0.038% | |
| 11/16/2022 | Claraphi Advisory Network LLC | 75,897 | $671K | 0.4% | -9.6% | 0.914% | |
| 10/19/2022 | Wealth Enhancement & Preservation of GA LLC | 55,489 | $491K | 0.8% | +163.2% | 0.668% | |
| 9/9/2022 | B. Riley Wealth Management Inc. | 22,327 | $203K | 0.0% | N/A | 0.269% | |
| 8/11/2022 | Cetera Advisors LLC | 26,103 | $238K | 0.0% | -16.6% | 0.314% | |
| 8/11/2022 | Bard Associates Inc. | 117,498 | $1.13M | 0.5% | +2.9% | 1.416% | |
| 8/10/2022 | Thomas J. Herzfeld Advisors Inc. | 81,141 | $738K | 0.3% | -2.4% | 0.977% | |
| 7/15/2022 | Newbridge Financial Services Group Inc. | 3,399 | $31K | 0.0% | -53.8% | 0.057% | |
| 5/12/2022 | Claraphi Advisory Network LLC | 83,531 | $1.04M | 0.3% | -8.0% | 1.402% | |
| 5/12/2022 | Cetera Advisors LLC | 31,302 | $389K | 0.0% | -25.6% | 0.526% | |
| 5/11/2022 | Bard Associates Inc. | 114,183 | $1.42M | 0.5% | +2.7% | 1.917% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 58,886 | $733K | 0.0% | +11.9% | 0.988% | |
| 5/2/2022 | Arkadios Wealth Advisors | 27,019 | $336K | 0.0% | -8.7% | 0.454% | |
| 4/26/2022 | Newbridge Financial Services Group Inc. | 7,350 | $91K | 0.0% | N/A | 0.123% | |
| 4/21/2022 | Lindbrook Capital LLC | 6,000 | $75K | 0.0% | +19.9% | 0.101% | |
| 2/7/2022 | Claraphi Advisory Network LLC | 90,800 | $1.21M | 0.4% | -15.0% | 1.525% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 75,516 | $1.01M | 0.0% | +25.3% | 1.268% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 52,638 | $702K | 0.0% | +6.5% | 0.884% | |
| 2/3/2022 | Arkadios Wealth Advisors | 29,578 | $394K | 0.1% | -2.7% | 0.497% | |
| 1/19/2022 | AdvisorNet Financial Inc | 137,325 | $1.83M | 0.1% | +4.7% | 2.306% | |
| 1/18/2022 | Lindbrook Capital LLC | 5,003 | $67K | 0.0% | +3,551.8% | 0.084% | |
| 11/16/2021 | Cetera Advisors LLC | 37,043 | $504K | 0.0% | +53.6% | 0.622% | |
| 11/16/2021 | National Asset Management Inc. | 16,928 | $231K | 0.0% | +10.0% | 0.284% | |
| 11/16/2021 | Claraphi Advisory Network LLC | 106,879 | $1.46M | 0.5% | +16.5% | 1.794% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 49,424 | $673K | 0.0% | +25.9% | 0.830% | |
| 10/19/2021 | Arkadios Wealth Advisors | 30,398 | $413K | 0.1% | -4.3% | 0.510% | |
| 10/15/2021 | AdvisorNet Financial Inc | 131,205 | $1.79M | 0.1% | +8.0% | 2.203% | |
| 8/16/2021 | Claraphi Advisory Network LLC | 91,722 | $1.34M | 0.4% | +3.1% | 1.540% | |
| 8/12/2021 | Bard Associates Inc. | 108,298 | $1.58M | 0.5% | +2.7% | 1.818% | |
| 8/10/2021 | National Asset Management Inc. | 15,388 | $225K | 0.0% | +26.3% | 0.258% | |
| 8/4/2021 | Envestnet Asset Management Inc. | 54,802 | $798K | 0.0% | +53.0% | 0.920% | |
| 8/2/2021 | Advisor Group Holdings Inc. | 39,270 | $573K | 0.0% | -24.4% | 0.659% | |
| 7/31/2021 | Arkadios Wealth Advisors | 31,763 | $462K | 0.1% | -4.6% | 0.533% | |
| 7/31/2021 | Wealth Enhancement & Preservation of GA LLC | 19,995 | $291K | 0.2% | +54.5% | 0.335% | |
| 5/14/2021 | Thomas J. Herzfeld Advisors Inc. | 8,422 | $124K | 0.1% | -86.3% | 0.222% | |
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| 5/4/2021 | Envestnet Asset Management Inc. | 35,829 | $526K | 0.0% | +97.7% | 0.945% | |
