| 5/15/2025 | Paragon Private Wealth Management LLC | 13,539 | $1.27M | 0.6% | -12.3% | 0.125% | |
| 5/15/2025 | Royal Bank of Canada | 31,286 | $2.94M | 0.0% | +11.2% | 0.288% | |
| 5/15/2025 | Baird Financial Group Inc. | 6,062 | $569K | 0.0% | -3.5% | 0.056% | |
| 5/7/2025 | LPL Financial LLC | 40,510 | $3.80M | 0.0% | -35.0% | 0.373% | |
| 5/6/2025 | Cetera Investment Advisers | 2,533 | $238K | 0.0% | -9.5% | 0.023% | |
| 5/6/2025 | Burney Co. | 2,133 | $200K | 0.0% | N/A | 0.020% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 4,534 | $425K | 0.0% | -90.4% | 0.042% | |
| 5/1/2025 | Kesler Norman & Wride LLC | 15,606 | $1.46M | 0.3% | -1.6% | 0.145% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 5,766 | $541K | 0.0% | +4.4% | 0.089% | |
| 4/21/2025 | BostonPremier Wealth LLC | 23,937 | $2.25M | 1.4% | -1.5% | 0.368% | |
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| 4/17/2025 | Janney Montgomery Scott LLC | 29,712 | $2.79M | 0.0% | -0.9% | 1.415% | |
| 4/15/2025 | Davis Investment Partners LLC | 10,997 | $998K | 0.4% | N/A | 0.524% | |
| 2/17/2025 | EP Wealth Advisors LLC | 1,205 | $112K | 0.0% | N/A | 0.100% | |
| 2/17/2025 | Citadel Advisors LLC | 2,241 | $209K | 0.0% | -95.2% | 0.187% | |
| 2/17/2025 | Baird Financial Group Inc. | 6,284 | $585K | 0.0% | -40.6% | 0.524% | |
| 2/17/2025 | Bank of America Corp DE | 10,632 | $990K | 0.0% | +4.5% | 0.886% | |
| 2/14/2025 | Susquehanna International Group LLP | 24,221 | $2.26M | 0.0% | +270.2% | 2.018% | |
| 2/13/2025 | Raymond James Financial Inc. | 29,233 | $2.72M | 0.0% | N/A | 2.436% | |
| 2/13/2025 | Wells Fargo & Company MN | 77,782 | $7.24M | 0.0% | -46.2% | 6.482% | |
| 2/11/2025 | LPL Financial LLC | 62,334 | $5.80M | 0.0% | -7.9% | 5.195% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 6,363 | $593K | 0.0% | +3.5% | 0.530% | |
| 2/7/2025 | Paragon Private Wealth Management LLC | 15,430 | $1.44M | 0.7% | -3.4% | 1.286% | |
| 2/6/2025 | Raymond James Financial Inc. | 29,233 | $2.72M | 0.0% | N/A | 2.436% | |
| 2/6/2025 | Jones Financial Companies Lllp | 905 | $84K | 0.0% | +72.4% | 0.075% | |
| 1/29/2025 | BostonPremier Wealth LLC | 24,300 | $2.26M | 1.4% | N/A | 2.025% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 47,442 | $4.42M | 0.1% | -21.5% | 3.954% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 29,982 | $2.79M | 0.0% | -2.0% | 2.499% | |
| 11/15/2024 | MML Investors Services LLC | 14,789 | $1.38M | 0.0% | -6.2% | 1.138% | |
| 11/15/2024 | Jane Street Group LLC | 3,346 | $311K | 0.0% | N/A | 0.257% | |
| 11/13/2024 | FMR LLC | 771 | $72K | 0.0% | -47.1% | 0.059% | |
| 11/8/2024 | Kraft Davis & Associates LLC | 2,166 | $201K | 0.1% | N/A | 0.167% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 30,585 | $2.85M | 0.0% | -7.9% | 2.353% | |
| 10/22/2024 | International Assets Investment Management LLC | 193,559 | $18.01M | 0.0% | +9,205.7% | 14.889% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 11,604 | $1.08M | 0.0% | -1.7% | 0.893% | |
| 10/18/2024 | Raymond James & Associates | 29,260 | $2.72M | 0.0% | -8.3% | 2.167% | |
| 8/8/2024 | Fortune Financial Advisors LLC | 8,651 | $762K | 0.5% | +11.3% | 0.597% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 11,804 | $1.04M | 0.0% | -7.9% | 0.814% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 30,815 | $2.71M | 0.0% | -2.3% | 2.125% | |
| 7/30/2024 | WMG Financial Advisors LLC | 6,938 | $611K | 0.3% | -34.3% | 0.478% | |
| 7/30/2024 | International Assets Investment Management LLC | 2,080 | $183K | 0.0% | N/A | 0.143% | |
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| 7/19/2024 | Raymond James & Associates | 31,922 | $2.81M | 0.0% | -8.5% | 2.202% | |
| 5/7/2024 | WMG Financial Advisors LLC | 10,553 | $961K | 0.5% | -6.9% | 0.681% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 2,679 | $244K | 0.0% | -92.7% | 0.173% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 34,845 | $3.17M | 0.0% | +9.0% | 2.248% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 31,545 | $2.87M | 0.0% | -2.1% | 2.035% | |
| 4/23/2024 | Global Retirement Partners LLC | 703 | $64K | 0.0% | +117.6% | 0.044% | |
| 4/23/2024 | Masso Torrence Wealth Management Inc. | 23,457 | $2.14M | 1.3% | -27.4% | 1.466% | |
| 4/20/2024 | Kesler Norman & Wride LLC | 16,399 | $1.49M | 0.3% | -0.9% | 1.025% | |
| 2/13/2024 | Oppenheimer & Co. Inc. | 36,533 | $3.22M | 0.1% | +54.7% | 1.827% | |
| 2/9/2024 | Wells Fargo & Company MN | 228,646 | $20.15M | 0.0% | +10.1% | 11.432% | |
| 2/9/2024 | UBS Group AG | 87,361 | $7.70M | 0.0% | +16.8% | 4.368% | |
| 2/8/2024 | WMG Financial Advisors LLC | 11,332 | $999K | 0.7% | +8.2% | 0.567% | |
| 2/8/2024 | Foundations Investment Advisors LLC | 12,293 | $1.09M | 0.0% | -32.5% | 0.615% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 31,979 | $2.82M | 0.0% | -4.1% | 1.599% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 81,031 | $7.14M | 0.2% | -2.2% | 4.052% | |
| 2/2/2024 | Truist Financial Corp | 17,725 | $1.56M | 0.0% | +2.5% | 0.886% | |
| 2/1/2024 | Masso Torrence Wealth Management Inc. | 32,322 | $2.85M | 1.9% | -50.2% | 1.616% | |
| 1/29/2024 | Koshinski Asset Management Inc. | 2,400 | $212K | 0.0% | N/A | 0.120% | |
| 1/24/2024 | Nilsine Partners LLC | 14,436 | $1.27M | 0.2% | -1.7% | 0.722% | |
| 1/24/2024 | International Assets Investment Management LLC | 227,375 | $20.04M | 0.0% | N/A | 11.369% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 4,552 | $401K | 0.0% | +19.3% | 0.228% | |
| 1/16/2024 | Raymond James & Associates | 37,669 | $3.32M | 0.0% | -5.2% | 1.883% | |
| 1/11/2024 | Kesler Norman & Wride LLC | 16,548 | $1.46M | 0.3% | -0.9% | 0.827% | |
| 11/14/2023 | Private Advisory Group LLC | 3,070 | $250K | 0.0% | -60.5% | 0.150% | |
| 11/14/2023 | Paragon Private Wealth Management LLC | 16,891 | $1.37M | 1.1% | -2.1% | 0.824% | |
| 11/13/2023 | Garden State Investment Advisory Services LLC | 12,293 | $1M | 0.5% | +2.5% | 0.600% | |
| 11/13/2023 | LPL Financial LLC | 144,997 | $11.80M | 0.0% | +8.3% | 7.073% | |
| 11/13/2023 | Kesler Norman & Wride LLC | 16,703 | $1.36M | 0.3% | -0.8% | 0.815% | |
| 11/9/2023 | UBS Group AG | 74,781 | $6.08M | 0.0% | +1.0% | 3.648% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 33,349 | $2.71M | 0.0% | +1.5% | 1.627% | |
| 11/8/2023 | Oppenheimer & Co. Inc. | 23,616 | $1.92M | 0.0% | +3.5% | 1.152% | |
| 11/8/2023 | Kestra Private Wealth Services LLC | 82,852 | $6.74M | 0.2% | -5.5% | 4.042% | |
| 11/7/2023 | Masso Torrence Wealth Management Inc. | 64,898 | $5.28M | 4.1% | -2.3% | 3.166% | |
| 10/25/2023 | Fortune Financial Advisors LLC | 6,614 | $538K | 0.4% | +5.7% | 0.323% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 3,816 | $310K | 0.0% | -96.9% | 0.186% | |
| 10/24/2023 | Raymond James & Associates | 39,718 | $3.23M | 0.0% | -5.5% | 1.937% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 10,891 | $886K | 0.0% | -32.0% | 0.531% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 32,290 | $2.63M | 0.0% | -9.9% | 1.575% | |
| 10/13/2023 | Global Retirement Partners LLC | 322 | $26K | 0.0% | -60.8% | 0.016% | |
| 10/5/2023 | Foundations Investment Advisors LLC | 18,215 | $1.48M | 0.0% | +40.4% | 0.889% | |
| 8/11/2023 | Baird Financial Group Inc. | 34,611 | $2.92M | 0.0% | +85.5% | 1.538% | |
| 8/11/2023 | Masso Torrence Wealth Management Inc. | 66,435 | $5.60M | 4.0% | +166.5% | 2.953% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 35,827 | $3.02M | 0.0% | +1.4% | 1.592% | |
| 8/9/2023 | Flow Traders U.S. LLC | 3,392 | $286K | 0.0% | N/A | 0.151% | |
| 8/8/2023 | Kestra Private Wealth Services LLC | 87,715 | $7.40M | 0.3% | +2.9% | 3.898% | |
| 8/7/2023 | Second Half Financial Partners LLC | 13,564 | $1.14M | 0.3% | N/A | 0.603% | |
| 8/7/2023 | Fortune Financial Advisors LLC | 6,258 | $528K | 0.4% | N/A | 0.278% | |
| 8/3/2023 | Paragon Private Wealth Management LLC | 17,248 | $1.46M | 1.2% | -0.7% | 0.767% | |
| 8/3/2023 | WMG Financial Advisors LLC | 11,891 | $1.00M | 0.7% | -25.3% | 0.528% | |
| 8/3/2023 | Oppenheimer & Co. Inc. | 22,808 | $1.92M | 0.0% | +36.5% | 1.014% | |
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| 8/1/2023 | Truist Financial Corp | 18,375 | $1.55M | 0.0% | +6.8% | 0.817% | |
| 7/31/2023 | LPL Financial LLC | 133,887 | $11.29M | 0.0% | +244.5% | 5.951% | |
| 7/27/2023 | Kesler Norman & Wride LLC | 16,837 | $1.42M | 0.3% | -1.6% | 0.748% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 32,859 | $2.77M | 0.0% | -2.9% | 1.460% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 124,555 | $10.51M | 0.0% | -17.5% | 5.536% | |
| 7/25/2023 | Raymond James & Associates | 42,034 | $3.55M | 0.0% | -5.1% | 1.868% | |
| 7/21/2023 | Nilsine Partners LLC | 14,559 | $1.23M | 0.2% | -4.1% | 0.647% | |
| 7/19/2023 | Foundations Investment Advisors LLC | 12,973 | $1.09M | 0.0% | +5.5% | 0.577% | |
| 7/17/2023 | Wealthcare Advisory Partners LLC | 9,608 | $810K | 0.0% | N/A | 0.418% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 16,025 | $1.35M | 0.0% | +5.0% | 0.697% | |
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