| 2/25/2021 | Elevated Capital Advisors LLC | 4,471 | $0.63M | 0.3% | +13.9% | 0.170% | |
| 2/22/2021 | Fulcrum Equity Management | 24,505 | $3.45M | 1.4% | -2.9% | 0.932% | |
| 2/18/2021 | EP Wealth Advisors LLC | 12,857 | $1.81M | 0.1% | -0.7% | 0.495% | |
| 2/18/2021 | Truist Financial Corp | 12,090 | $1.70M | 0.0% | -2.4% | 0.465% | |
| 2/17/2021 | IHT Wealth Management LLC | 9,879 | $1.39M | 0.1% | +9.1% | 0.380% | |
| 2/17/2021 | Cetera Advisor Networks LLC | 5,125 | $0.72M | 0.0% | N/A | 0.197% | |
| 2/16/2021 | Morgan Stanley | 196,931 | $27.71M | 0.0% | +30.0% | 7.574% | |
| 2/16/2021 | Benjamin F. Edwards & Company Inc. | 3,521 | $0.50M | 0.0% | +12.5% | 0.135% | |
| 2/12/2021 | Stifel Financial Corp | 18,455 | $2.60M | 0.0% | +3.2% | 0.710% | |
| 2/12/2021 | Raymond James Financial Services Advisors Inc. | 19,905 | $2.80M | 0.0% | -2.0% | 0.766% | |
|
| 2/12/2021 | LPL Financial LLC | 84,893 | $11.94M | 0.0% | +71.8% | 3.265% | |
| 2/12/2021 | Prospera Financial Services Inc | 2,050 | $0.29M | 0.0% | +76.0% | 0.079% | |
| 2/11/2021 | Fortis Advisors LLC | 29,528 | $4.15M | 3.7% | -42.2% | 1.136% | |
| 2/11/2021 | Bellevue Asset Management LLC | 1,599 | $0.24M | 0.1% | -11.1% | 0.062% | |
| 2/11/2021 | Citigroup Inc. | 447 | $63K | 0.0% | +15.8% | 0.017% | |
| 2/11/2021 | Oppenheimer & Co. Inc. | 1,595 | $0.23M | 0.0% | N/A | 0.062% | |
| 2/10/2021 | HighTower Advisors LLC | 106,082 | $14.93M | 0.1% | +4.2% | 4.096% | |
| 2/9/2021 | Wells Fargo & Company MN | 72,041 | $10.14M | 0.0% | +6.5% | 2.782% | |
| 2/9/2021 | Arkadios Wealth Advisors | 220 | $30K | 0.0% | +1,000.0% | 0.008% | |
| 2/6/2021 | Magnus Financial Group LLC | 1,703 | $0.24M | 0.0% | N/A | 0.066% | |
| 2/5/2021 | NEXT Financial Group Inc | 3,083 | $0.43M | 0.0% | +94.3% | 0.119% | |
| 2/4/2021 | Cambridge Investment Research Advisors Inc. | 15,408 | $2.17M | 0.0% | +27.1% | 0.607% | |
| 2/4/2021 | DB Wealth Management Group LLC | 199 | $28K | 0.0% | N/A | 0.008% | |
| 2/2/2021 | Berger Financial Group Inc | 2,092 | $0.29M | 0.1% | N/A | 0.080% | |
| 1/29/2021 | Stratos Wealth Partners LTD. | 3,116 | $0.44M | 0.0% | -37.5% | 0.119% | |
| 1/28/2021 | Perigon Wealth Management LLC | 298 | $42K | 0.0% | N/A | 0.012% | |
| 1/27/2021 | GWM Advisors LLC | 1,549 | $0.22M | 0.0% | N/A | 0.061% | |
| 1/27/2021 | MTM Investment Management LLC | 2,043 | $0.29M | 0.2% | N/A | 0.080% | |
| 1/26/2021 | SignalPoint Asset Management LLC | 12,705 | $1.79M | 0.7% | -6.2% | 0.498% | |
| 1/25/2021 | Capital Investment Advisory Services LLC | 232 | $33K | 0.0% | N/A | 0.009% | |
| 1/25/2021 | Janney Montgomery Scott LLC | 30,830 | $4.34M | 0.0% | +2.0% | 1.209% | |
| 1/25/2021 | Centaurus Financial Inc. | 11,891 | $1.67M | 0.2% | N/A | 0.466% | |
| 1/20/2021 | Kestra Advisory Services LLC | 20,452 | $2.89M | 0.0% | +23,140.9% | 0.802% | |
| 1/19/2021 | MinichMacGregor Wealth Management LLC | 2,059 | $0.29M | 0.1% | N/A | 0.081% | |
| 1/13/2021 | Pinnacle Financial Partners Inc. | 1,540 | $0.22M | 0.0% | N/A | 0.061% | |
| 11/27/2020 | Elevated Capital Advisors LLC | 3,924 | $0.45M | 0.2% | N/A | 0.117% | |
| 11/19/2020 | IHT Wealth Management LLC | 9,055 | $1M | 0.1% | +28.2% | 0.271% | |
| 11/16/2020 | Advisory Alpha LLC | 400 | $47K | 0.0% | N/A | 0.017% | |
| 11/16/2020 | SignalPoint Asset Management LLC | 13,541 | $1.49M | 0.6% | -0.7% | 0.569% | |
| 11/13/2020 | Morgan Stanley | 151,482 | $16.67M | 0.0% | +15.5% | 6.365% | |
| 11/13/2020 | Truist Financial Corp | 12,392 | $1.36M | 0.0% | +2.8% | 0.521% | |
| 11/12/2020 | Kestra Advisory Services LLC | 88 | $0.62M | 0.0% | N/A | 0.004% | |
| 11/12/2020 | Scotia Capital Inc. | 8,215 | $0.90M | 0.0% | -10.0% | 0.350% | |
| 11/10/2020 | Bank Julius Baer & Co. Ltd Zurich | 12,500 | $1.38M | 0.0% | +900.0% | 0.556% | |
| 11/9/2020 | National Asset Management Inc. | 5,050 | $0.56M | 0.0% | -8.4% | 0.224% | |
| 11/9/2020 | LPL Financial LLC | 49,402 | $5.44M | 0.0% | +81.3% | 2.196% | |
| 11/6/2020 | Janney Montgomery Scott LLC | 30,228 | $3.33M | 0.0% | -11.6% | 1.343% | |
| 11/5/2020 | Wells Fargo & Company MN | 67,663 | $7.45M | 0.0% | -0.4% | 3.007% | |
| 11/4/2020 | Prospera Financial Services Inc | 1,165 | $0.13M | 0.0% | -44.7% | 0.052% | |
| 11/4/2020 | Raymond James Financial Services Advisors Inc. | 20,314 | $2.24M | 0.0% | -37.1% | 0.903% | |
| 11/4/2020 | Raymond James & Associates | 41,575 | $4.58M | 0.0% | +8.7% | 1.848% | |
| 11/2/2020 | Private Advisor Group LLC | 29,290 | $3.22M | 0.0% | +1.9% | 1.273% | |
| 10/30/2020 | Steward Partners Investment Advisory LLC | 3,339 | $0.37M | 0.0% | +42.8% | 0.145% | |
| 10/29/2020 | Cambridge Investment Research Advisors Inc. | 12,125 | $1.33M | 0.0% | -46.7% | 0.527% | |
| 10/27/2020 | Fulcrum Equity Management | 25,243 | $2.78M | 1.3% | +859.4% | 1.098% | |
| 10/26/2020 | SPC Financial Inc. | 2,916 | $0.32M | 0.1% | -10.7% | 0.127% | |
| 10/26/2020 | Capital Wealth Alliance LLC | 3,147 | $0.35M | 0.3% | -23.5% | 0.137% | |
| 10/22/2020 | NEXT Financial Group Inc | 1,587 | $0.18M | 0.0% | N/A | 0.069% | |
| 10/13/2020 | Private Advisory Group LLC | 10,104 | $1.11M | 0.4% | -29.4% | 0.439% | |
| 10/9/2020 | Envestnet Asset Management Inc. | 10,037 | $1.10M | 0.0% | +55.9% | 0.436% | |
| 8/17/2020 | Fulcrum Equity Management | 2,631 | $0.26M | 0.1% | N/A | 0.114% | |
| 8/17/2020 | Private Advisor Group LLC | 28,744 | $2.80M | 0.0% | +13.6% | 1.250% | |
| 8/14/2020 | Bank of America Corp DE | 64,571 | $6.29M | 0.0% | -3.3% | 2.807% | |
| 8/14/2020 | Stifel Financial Corp | 17,724 | $1.73M | 0.0% | +1.8% | 0.771% | |
| 8/14/2020 | Advisor Group Holdings Inc. | 16,772 | $1.63M | 0.0% | +5.8% | 0.729% | |
| 8/12/2020 | StoneX Group Inc. | 4,734 | $0.46M | 0.2% | N/A | 0.206% | |
| 8/12/2020 | Commonwealth Equity Services LLC | 3,500 | $0.34M | 0.0% | +8.0% | 0.152% | |
| 8/10/2020 | HighTower Advisors LLC | 104,432 | $10.17M | 0.1% | -0.9% | 4.541% | |
| 8/10/2020 | Prospera Financial Services Inc | 2,108 | $0.21M | 0.0% | -42.0% | 0.092% | |
| 8/5/2020 | Samalin Investment Counsel LLC | 2,916 | $0.28M | 0.3% | N/A | 0.127% | |
| 8/4/2020 | Niemann Capital Management Inc. | 2,750 | $0.27M | 0.3% | N/A | 0.120% | |
| 8/3/2020 | Capital Wealth Alliance LLC | 4,112 | $0.40M | 0.4% | -23.7% | 0.179% | |
| 7/31/2020 | National Asset Management Inc. | 5,513 | $0.54M | 0.0% | -5.8% | 0.240% | |
| 7/31/2020 | UBS Group AG | 77,266 | $7.53M | 0.0% | -8.4% | 3.359% | |
| 7/28/2020 | Stratos Wealth Partners LTD. | 5,032 | $0.49M | 0.0% | -8.3% | 0.219% | |
| 7/28/2020 | Raymond James & Associates | 38,244 | $3.73M | 0.0% | -14.4% | 1.663% | |
| 7/28/2020 | SignalPoint Asset Management LLC | 13,640 | $1.33M | 0.6% | -7.6% | 0.593% | |
| 7/27/2020 | Cambridge Investment Research Advisors Inc. | 22,742 | $2.22M | 0.0% | +75.8% | 0.989% | |
| 7/24/2020 | SPC Financial Inc. | 3,267 | $0.32M | 0.1% | -9.8% | 0.142% | |
| 7/23/2020 | Janney Montgomery Scott LLC | 34,205 | $3.33M | 0.0% | -20.1% | 1.487% | |
| 7/21/2020 | Private Advisory Group LLC | 14,311 | $1.39M | 0.6% | N/A | 0.622% | |
| 7/17/2020 | Raymond James Financial Services Advisors Inc. | 32,313 | $3.15M | 0.0% | +331.1% | 1.405% | |
| 7/8/2020 | Envestnet Asset Management Inc. | 6,437 | $0.63M | 0.0% | +8.8% | 0.280% | |
| 6/16/2020 | Royal Bank of Canada | 38,439 | $2.60M | 0.0% | -29.5% | 1.708% | |
| 5/26/2020 | Morgan Stanley | 112,573 | $7.61M | 0.0% | -1.4% | 5.236% | |
| 5/21/2020 | HighTower Advisors LLC | 105,409 | $7.12M | 0.0% | +4.9% | 4.903% | |
| 5/18/2020 | Advisor Group Holdings Inc. | 15,846 | $1.07M | 0.0% | N/A | 0.737% | |
| 5/15/2020 | Jane Street Group LLC | 3,800 | $0.26M | 0.0% | N/A | 0.177% | |
| 5/15/2020 | Tower Research Capital LLC TRC | 22,242 | $1.50M | 0.1% | +126.9% | 1.011% | |
| 5/15/2020 | Morgan Stanley | 112,573 | $7.61M | 0.0% | -1.4% | 5.117% | |
| 5/15/2020 | Transamerica Financial Advisors Inc. | 1,790 | $0.12M | 2.2% | -18.3% | 0.081% | |
| 5/14/2020 | Wells Fargo & Company MN | 55,349 | $3.74M | 0.0% | -27.5% | 2.516% | |
| 5/14/2020 | Aurora Private Wealth Inc. | 13,806 | $0.93M | 0.3% | N/A | 0.628% | |
| 5/14/2020 | Fortis Advisors LLC | 51,128 | $3.45M | 2.3% | -2.2% | 2.324% | |
| 5/13/2020 | Bellevue Asset Management LLC | 1,799 | $0.14M | 0.1% | +9.0% | 0.082% | |
| 5/13/2020 | IHT Wealth Management LLC | 7,343 | $0.50M | 0.1% | +36.3% | 0.342% | |
| 5/12/2020 | Private Advisor Group LLC | 25,308 | $1.71M | 0.0% | +11.5% | 1.177% | |
| 5/11/2020 | Commonwealth Equity Services LLC | 3,240 | $0.22M | 0.0% | -32.9% | 0.154% | |
| 5/9/2020 | National Asset Management Inc. | 5,853 | $0.40M | 0.0% | -12.5% | 0.279% | |
| 5/8/2020 | PNC Financial Services Group Inc. | 397 | $27K | 0.0% | N/A | 0.019% | |
