| 5/20/2025 | Focus Partners Wealth | 16,950 | $387K | 0.0% | +8.9% | 0.065% | |
| 5/16/2025 | Jones Financial Companies Lllp | 42,921 | $979K | 0.0% | +843.9% | 0.163% | |
| 5/16/2025 | Advisors Asset Management Inc. | 38,623 | $881K | 0.0% | +56.9% | 0.147% | |
| 5/15/2025 | Royal Bank of Canada | 378,606 | $8.64M | 0.0% | -22.2% | 1.441% | |
| 5/15/2025 | Baird Financial Group Inc. | 27,046 | $617K | 0.0% | -50.1% | 0.103% | |
| 5/14/2025 | Comerica Bank | 1,859 | $42K | 0.0% | +38.1% | 0.007% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,736 | $62K | 0.0% | -18.5% | 0.010% | |
| 5/14/2025 | Sprott Inc. | 58,226 | $1.33M | 0.1% | +10.9% | 0.222% | |
| 5/13/2025 | Elequin Capital LP | 3,541 | $81K | 0.0% | N/A | 0.013% | |
| 5/13/2025 | Raymond James Financial Inc. | 226,356 | $5.16M | 0.0% | -0.5% | 0.861% | |
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| 5/13/2025 | Nations Financial Group Inc. IA ADV | 54,507 | $1.24M | 0.1% | -3.5% | 0.207% | |
| 5/13/2025 | FCA Corp TX | 114,773 | $2.62M | 0.8% | +1.7% | 0.437% | |
| 5/12/2025 | Wolverine Asset Management LLC | 51,074 | $1.17M | 0.0% | N/A | 0.194% | |
| 5/9/2025 | Cornerstone Advisors LLC | 18,099 | $413K | 0.0% | -66.2% | 0.069% | |
| 5/8/2025 | Moors & Cabot Inc. | 13,701 | $313K | 0.0% | -10.4% | 0.052% | |
| 5/8/2025 | North Star Asset Management Inc. | 109,332 | $2.49M | 0.1% | -1.6% | 0.416% | |
| 5/6/2025 | Cetera Investment Advisers | 25,598 | $584K | 0.0% | +23.1% | 0.097% | |
| 5/6/2025 | Kovack Advisors Inc. | 24,842 | $567K | 0.1% | +9.2% | 0.095% | |
| 5/6/2025 | Burney Co. | 27,701 | $632K | 0.0% | N/A | 0.105% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 112,985 | $2.58M | 0.5% | +9.4% | 0.430% | |
| 5/1/2025 | Whitener Capital Management Inc. | 76,715 | $1.75M | 0.5% | +5.3% | 0.292% | |
| 4/29/2025 | Penserra Capital Management LLC | 205,867 | $4.70M | 0.1% | N/A | 0.783% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 13,890 | $317K | 0.0% | N/A | 0.053% | |
| 4/28/2025 | D.A. Davidson & CO. | 64,895 | $1.48M | 0.0% | +1.4% | 0.247% | |
| 4/25/2025 | Joel Isaacson & Co. LLC | 11,150 | $254K | 0.0% | N/A | 0.042% | |
| 4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,108 | $25K | 0.0% | -76.0% | 0.004% | |
| 4/23/2025 | Adams Diversified Equity Fund Inc. | 2,396,247 | $54.66M | 2.2% | +2.4% | 9.119% | |
| 4/22/2025 | PFG Investments LLC | 14,319 | $327K | 0.0% | N/A | 0.054% | |
| 4/17/2025 | Medici Capital LLC | 26,294 | $600K | 0.7% | +2.4% | 0.100% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 59,776 | $1.36M | 0.0% | -10.2% | 0.227% | |
| 4/15/2025 | Fifth Third Bancorp | 3,000 | $68K | 0.0% | -30.4% | 0.011% | |
| 4/9/2025 | RFG Advisory LLC | 11,231 | $256K | 0.0% | -25.2% | 0.043% | |
| 4/9/2025 | NBC Securities Inc. | 1,143 | $26K | 0.0% | +114,200.0% | 0.004% | |
| 4/1/2025 | Cullen Investment Group LTD. | 29,403 | $671K | 0.1% | +2.1% | 0.112% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 66,546 | $1.45M | 0.0% | -3.9% | 0.253% | |
| 2/19/2025 | North Star Asset Management Inc. | 111,142 | $2.42M | 0.1% | -5.2% | 0.436% | |
| 2/18/2025 | CSS LLC IL | 155,687 | $3.39M | 0.2% | -20.2% | 0.610% | |
| 2/17/2025 | Quantedge Capital Pte Ltd | 19,432 | $422K | 0.2% | -32.1% | 0.076% | |
| 2/17/2025 | Pathstone Holdings LLC | 414,351 | $9.01M | 0.0% | +42.1% | 1.624% | |
| 2/17/2025 | Millennium Management LLC | 13,310 | $289K | 0.0% | -50.8% | 0.052% | |
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| 2/17/2025 | Lazard Asset Management LLC | 455,727 | $9.91M | 0.0% | -10.9% | 1.786% | |
| 2/17/2025 | Focus Partners Wealth | 15,570 | $338K | 0.0% | +3.6% | 0.061% | |
| 2/17/2025 | Cetera Investment Advisers | 20,796 | $452K | 0.0% | +14.9% | 0.082% | |
| 2/17/2025 | Capstone Investment Advisors LLC | 113,761 | $2.47M | 0.0% | +111.8% | 0.446% | |
| 2/17/2025 | Baird Financial Group Inc. | 54,194 | $1.18M | 0.0% | -5.3% | 0.212% | |
| 2/17/2025 | Bank of America Corp DE | 123,523 | $2.69M | 0.0% | -8.1% | 0.484% | |
| 2/14/2025 | Stifel Financial Corp | 75,452 | $1.64M | 0.0% | +1.6% | 0.296% | |
| 2/14/2025 | First Trust Advisors LP | 56,354 | $1.23M | 0.0% | +5.2% | 0.221% | |
| 2/13/2025 | 1607 Capital Partners LLC | 61,634 | $1.34M | 0.1% | -25.1% | 0.242% | |
| 2/13/2025 | NewEdge Advisors LLC | 11,706 | $254K | 0.0% | +13.6% | 0.046% | |
| 2/13/2025 | Guggenheim Capital LLC | 12,851 | $279K | 0.0% | -22.5% | 0.050% | |
| 2/13/2025 | Cohen & Steers Inc. | 170,985 | $3.72M | 0.0% | -2.8% | 0.670% | |
| 2/13/2025 | Raymond James Financial Inc. | 227,406 | $4.94M | 0.0% | N/A | 0.891% | |
| 2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 1,594 | $35K | 0.0% | -72.6% | 0.006% | |
| 2/12/2025 | Level Four Advisory Services LLC | 13,850 | $301K | 0.0% | N/A | 0.054% | |
| 2/11/2025 | FCA Corp TX | 112,897 | $2.45M | 0.8% | +3.5% | 0.443% | |
| 2/11/2025 | LPL Financial LLC | 56,942 | $1.24M | 0.0% | +23.6% | 0.223% | |
| 2/11/2025 | Adams Diversified Equity Fund Inc. | 2,340,933 | $50.89M | 1.9% | +4.6% | 9.177% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 36,179 | $787K | 0.0% | +5.5% | 0.142% | |
| 2/7/2025 | HighTower Advisors LLC | 68,784 | $1.50M | 0.0% | -3.2% | 0.270% | |
| 2/7/2025 | Moors & Cabot Inc. | 15,298 | $333K | 0.0% | +4.6% | 0.060% | |
| 2/7/2025 | Roberts Glore & Co. Inc. IL | 21,620 | $470K | 0.1% | +7.6% | 0.085% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 1,972 | $43K | 0.0% | -19.5% | 0.008% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 103,255 | $2.25M | 0.4% | +13.5% | 0.405% | |
| 2/6/2025 | Raymond James Financial Inc. | 227,406 | $4.94M | 0.0% | N/A | 0.891% | |
| 2/6/2025 | Jones Financial Companies Lllp | 4,547 | $99K | 0.0% | +31.9% | 0.018% | |
| 2/5/2025 | Kovack Advisors Inc. | 22,740 | $494K | 0.0% | +4.6% | 0.089% | |
| 2/4/2025 | Sprott Inc. | 52,487 | $1.14M | 0.1% | +307.3% | 0.206% | |
| 1/31/2025 | Sanctuary Advisors LLC | 26,266 | $585K | 0.0% | +6.4% | 0.103% | |
| 1/30/2025 | Principal Securities Inc. | 26,133 | $568K | 0.0% | +50.1% | 0.102% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 56,507 | $1.23M | 0.1% | -1.1% | 0.222% | |
| 1/21/2025 | Fifth Third Bancorp | 4,310 | $94K | 0.0% | -30.3% | 0.017% | |
| 1/21/2025 | RFG Advisory LLC | 15,014 | $326K | 0.0% | N/A | 0.059% | |
| 1/16/2025 | Priebe Wealth Holdings LLC | 14,563 | $317K | 0.2% | N/A | 0.057% | |
| 1/16/2025 | Uncommon Cents Investing LLC | 60,672 | $1.32M | 0.4% | -0.9% | 0.238% | |
| 1/15/2025 | Whitener Capital Management Inc. | 72,867 | $1.58M | 0.4% | -2.2% | 0.286% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 36,066 | $784K | 0.0% | -35.1% | 0.141% | |
| 1/14/2025 | SeaCrest Wealth Management LLC | 12,600 | $274K | 0.0% | -8.5% | 0.049% | |
| 1/13/2025 | Cullen Investment Group LTD. | 28,786 | $626K | 0.1% | +1.9% | 0.113% | |
| 1/13/2025 | City State Bank | 1,148 | $25K | 0.0% | N/A | 0.004% | |
| 11/25/2024 | Sanctuary Advisors LLC | 24,697 | $590K | 0.0% | N/A | 0.097% | |
| 11/15/2024 | Stifel Financial Corp | 74,260 | $1.72M | 0.0% | +2.2% | 0.291% | |
| 11/15/2024 | HighTower Advisors LLC | 71,035 | $1.65M | 0.0% | -7.7% | 0.278% | |
| 11/14/2024 | Capstone Investment Advisors LLC | 53,699 | $1.25M | 0.0% | N/A | 0.210% | |
| 11/13/2024 | D.A. Davidson & CO. | 64,107 | $1.49M | 0.0% | +1.1% | 0.251% | |
| 11/8/2024 | Cornerstone Advisors LLC | 53,573 | $1.24M | 0.0% | -85.0% | 0.210% | |
| 11/8/2024 | Advisors Asset Management Inc. | 15,503 | $360K | 0.0% | N/A | 0.061% | |
| 11/7/2024 | Pathstone Holdings LLC | 291,504 | $6.77M | 0.0% | +149.9% | 1.143% | |
| 11/6/2024 | Kovack Advisors Inc. | 21,749 | $505K | 0.1% | -5.3% | 0.085% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 57,107 | $1.33M | 0.1% | -3.4% | 0.224% | |
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| 11/4/2024 | Wolverine Asset Management LLC | 24,086 | $559K | 0.0% | +1,206.2% | 0.094% | |
| 10/29/2024 | Whitener Capital Management Inc. | 74,478 | $1.73M | 0.5% | +0.7% | 0.292% | |
| 10/25/2024 | JFS Wealth Advisors LLC | 9,101 | $211K | 0.0% | -41.5% | 0.036% | |
| 10/25/2024 | Adams Diversified Equity Fund Inc. | 2,238,679 | $51.98M | 1.9% | +2.4% | 8.776% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 69,248 | $1.61M | 0.0% | -6.8% | 0.271% | |
| 10/18/2024 | Raymond James & Associates | 216,439 | $5.03M | 0.0% | +3.7% | 0.848% | |
| 10/5/2024 | Cullen Investment Group LTD. | 28,240 | $656K | 0.1% | +2.1% | 0.111% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,230 | $76K | 0.0% | +241.1% | 0.013% | |
| 8/9/2024 | Cornerstone Advisors LLC | 356,311 | $8.41M | 0.3% | -26.3% | 1.397% | |
| 8/8/2024 | Vanguard Capital Wealth Advisors | 8,532 | $201K | 0.1% | -19.4% | 0.033% | |
