| 2/27/2020 | Institute for Wealth Management LLC. | 835 | $34K | 0.0% | N/A | 0.005% | |
| 2/22/2020 | 1832 Asset Management L.P. | 1,509,527 | $62.35M | 0.2% | -25.0% | 8.557% | |
| 2/21/2020 | Procyon Private Wealth Partners LLC | 750 | $31K | 0.0% | N/A | 0.004% | |
| 2/15/2020 | Kovitz Investment Group Partners LLC | 38,330 | $1.58M | 0.0% | +83.6% | 0.217% | |
| 2/14/2020 | Bank of America Corp DE | 319,770 | $13.15M | 0.0% | +2.0% | 1.813% | |
| 2/14/2020 | UBS Group AG | 352,569 | $14.50M | 0.0% | +12.5% | 1.999% | |
| 2/13/2020 | Johnson Investment Counsel Inc. | 4,967 | $0.20M | 0.0% | N/A | 0.028% | |
| 2/13/2020 | Northwestern Mutual Wealth Management Co. | 18,099 | $0.74M | 0.0% | +30.8% | 0.103% | |
| 2/12/2020 | Advisor Group Inc. | 8,124 | $0.33M | 0.0% | -14.0% | 0.046% | |
| 2/12/2020 | Raymond James & Associates | 39,570 | $1.63M | 0.0% | +38.4% | 0.224% | |
| 2/12/2020 | Raymond James Financial Services Advisors Inc. | 7,338 | $0.30M | 0.0% | -11.0% | 0.042% | |
| 2/11/2020 | FCA Corp TX | 57,356 | $2.36M | 0.8% | -0.8% | 0.325% | |
| 2/10/2020 | Western Wealth Management LLC | 14,142 | $0.58M | 0.1% | N/A | 0.080% | |
| 2/10/2020 | Bank of Montreal Can | 2,850 | $0.12M | 0.0% | +9.6% | 0.016% | |
| 2/10/2020 | Willingdon Wealth Management | 7,254 | $0.30M | 0.1% | +22.6% | 0.041% | |
| 2/10/2020 | Private Advisor Group LLC | 170,078 | $2.26M | 0.0% | +2,754.1% | 0.964% | |
| 2/10/2020 | Cetera Advisors LLC | 15,867 | $0.65M | 0.0% | -2.5% | 0.090% | |
| 2/10/2020 | Cetera Advisor Networks LLC | 57,982 | $2.39M | 0.1% | +2.6% | 0.329% | |
| 2/7/2020 | FMR LLC | 3,037 | $0.13M | 0.0% | +131.5% | 0.017% | |
| 2/7/2020 | Keel Point LLC | 174,174 | $7.16M | 0.8% | N/A | 0.987% | |
| 2/7/2020 | Sowell Financial Services LLC | 1,350 | $56K | 0.0% | N/A | 0.008% | |
| 2/5/2020 | Principal Financial Group Inc. | 174,751 | $7.19M | 0.0% | +55.6% | 0.991% | |
| 2/4/2020 | US Bancorp DE | 66,395 | $2.73M | 0.0% | +59.3% | 0.376% | |
| 2/4/2020 | Cambridge Investment Research Advisors Inc. | 60,170 | $2.48M | 0.0% | +117.0% | 0.341% | |
| 2/4/2020 | Fiduciary Trust Co. | 107,221 | $4.41M | 0.1% | -1.7% | 0.608% | |
| 1/29/2020 | John G Ullman & Associates Inc. | 149,566 | $6.15M | 1.1% | -1.9% | 0.848% | |
| 1/28/2020 | Personal Wealth Partners | 12,276 | $0.51M | 0.2% | +11.5% | 0.070% | |
| 1/28/2020 | Choate Investment Advisors | 5,116 | $0.21M | 0.0% | -33.1% | 0.029% | |
| 1/27/2020 | Conservest Capital Advisors Inc. | 457,091 | $18.80M | 2.5% | +7.2% | 2.591% | |
| 1/27/2020 | Strategic Capital Advisers Inc. | 7,700 | $0.32M | 0.3% | N/A | 0.044% | |
| 1/23/2020 | Personal Resources Investment & Strategic Management Inc. | 338,118 | $13.91M | 7.0% | -0.7% | 1.917% | |
| 1/23/2020 | Weatherly Asset Management L. P. | 430,946 | $17.73M | 3.4% | +1.4% | 2.443% | |
| 1/21/2020 | NEXT Financial Group Inc | 4,578 | $0.19M | 0.0% | -9.8% | 0.026% | |
| 1/21/2020 | MD Financial Management Inc. | 139,468 | $5.74M | 0.3% | -67.4% | 0.791% | |
| 1/17/2020 | Steward Partners Investment Advisory LLC | 44,849 | $1.84M | 0.1% | +16.1% | 0.254% | |
| 1/14/2020 | Winslow Evans & Crocker Inc. | 5,524 | $0.23M | 0.1% | +1,004.8% | 0.031% | |
| 11/6/2019 | Financial Architects Inc | 18,979 | $0.73M | 0.2% | -2.3% | 0.101% | |
| 11/6/2019 | Cetera Advisors LLC | 16,272 | $0.62M | 0.0% | +3.4% | 0.087% | |
| 11/6/2019 | Cetera Advisor Networks LLC | 56,517 | $2.16M | 0.1% | +1.3% | 0.301% | |
| 11/1/2019 | Parallel Advisors LLC | 13,000 | $0.50M | 0.0% | +4.8% | 0.069% | |
| 11/1/2019 | MD Financial Management Inc. | 428,300 | $16.39M | 0.9% | -3.6% | 2.283% | |
| 10/31/2019 | Comerica Bank | 42,982 | $1.70M | 0.0% | -14.4% | 0.231% | |
| 10/30/2019 | Commonwealth Equity Services LLC | 95,747 | $3.66M | 0.0% | -6.0% | 0.515% | |
| 10/30/2019 | Steward Partners Investment Advisory LLC | 38,639 | $1.48M | 0.0% | +6.1% | 0.208% | |
| 10/22/2019 | Personal Wealth Partners | 11,006 | $0.42M | 0.2% | N/A | 0.059% | |
| 10/21/2019 | John G Ullman & Associates Inc. | 152,491 | $5.83M | 1.1% | -1.6% | 0.823% | |
| 10/21/2019 | Conservest Capital Advisors Inc. | 426,449 | $16.32M | 2.4% | -0.2% | 2.303% | |
| 8/19/2019 | Griffin Asset Management Inc. | 1,000 | $37K | 0.0% | N/A | 0.006% | |
| 8/17/2019 | Kovitz Investment Group Partners LLC | 37,895 | $1.42M | 0.0% | +1.1% | 0.217% | |
| 8/17/2019 | Royal Bank of Canada | 68,310 | $2.56M | 0.0% | +31.1% | 0.391% | |
| 8/17/2019 | UBS Group AG | 333,503 | $12.49M | 0.0% | +9.3% | 1.908% | |
| 8/17/2019 | Ladenburg Thalmann Financial Services Inc. | 7,731 | $0.29M | 0.0% | -25.3% | 0.044% | |
| 8/16/2019 | Susquehanna International Group LLP | 121,666 | $4.56M | 0.0% | +464.9% | 0.696% | |
| 8/16/2019 | Frontier Wealth Management LLC | 26,019 | $0.97M | 0.1% | N/A | 0.149% | |
| 8/15/2019 | Cambridge Investment Research Advisors Inc. | 33,124 | $1.24M | 0.0% | -2.9% | 0.189% | |
| 8/14/2019 | Citadel Advisors LLC | 45,596 | $1.71M | 0.0% | +165.8% | 0.261% | |
| 8/14/2019 | Morgan Stanley | 904,652 | $33.87M | 0.0% | -3.1% | 5.175% | |
| 8/14/2019 | Bank of America Corp DE | 349,926 | $13.10M | 0.0% | +13.0% | 2.011% | |
| 8/14/2019 | Private Advisor Group LLC | 5,342 | $0.20M | 0.0% | N/A | 0.031% | |
| 8/13/2019 | BlackRock Inc. | 1,270 | $48K | 0.0% | N/A | 0.007% | |
| 8/13/2019 | US Bancorp DE | 41,908 | $1.57M | 0.0% | +6.2% | 0.241% | |
| 8/13/2019 | HighTower Advisors LLC | 29,131 | $1.09M | 0.0% | +34.3% | 0.167% | |
| 8/13/2019 | MML Investors Services LLC | 6,345 | $0.24M | 0.0% | N/A | 0.036% | |
| 8/12/2019 | Cetera Advisor Networks LLC | 55,794 | $2.09M | 0.1% | +8.2% | 0.321% | |
| 8/10/2019 | LPL Financial LLC | 410,320 | $15.36M | 0.0% | +2.1% | 2.358% | |
| 8/10/2019 | U S Global Investors Inc. | 5,700 | $0.21M | 0.1% | N/A | 0.033% | |
| 8/7/2019 | First Republic Investment Management Inc. | 7,840 | $0.29M | 0.0% | -7.5% | 0.045% | |
| 8/6/2019 | Wells Fargo & Company MN | 209,904 | $7.86M | 0.0% | -5.6% | 1.206% | |
| 8/6/2019 | Personal Resources Investment & Strategic Management Inc. | 336,949 | $12.62M | 7.2% | -0.8% | 1.936% | |
| 8/2/2019 | John G Ullman & Associates Inc. | 155,025 | $5.80M | 1.0% | -2.0% | 0.891% | |
| 8/2/2019 | Comerica Bank | 50,188 | $1.87M | 0.0% | +25.1% | 0.288% | |
| 8/2/2019 | Envestnet Asset Management Inc. | 5,417 | $0.20M | 0.0% | N/A | 0.031% | |
| 8/1/2019 | Willingdon Wealth Management | 5,682 | $0.21M | 0.0% | +5.3% | 0.033% | |
| 7/31/2019 | Ropes Wealth Advisors LLC | 1,850 | $69K | 0.0% | N/A | 0.011% | |
| 7/31/2019 | Advisor Group Inc. | 9,137 | $0.34M | 0.0% | +3.6% | 0.053% | |
| 7/31/2019 | Weatherly Asset Management L. P. | 434,557 | $16.27M | 3.2% | -0.4% | 2.497% | |
| 6/30/2019 | MD Financial Management Inc. | 444,354 | $16.64M | 0.8% | +16.1% | 2.554% | |
| 6/30/2019 | Steward Partners Investment Advisory LLC | 36,432 | $1.36M | 0.1% | N/A | 0.209% | |
| 6/30/2019 | Texas Yale Capital Corp. | 5,350 | $0.20M | 0.0% | N/A | 0.031% | |
| 6/30/2019 | Commonwealth Equity Services LLC | 101,846 | $3.81M | 0.0% | -4.4% | 0.585% | |
| 6/30/2019 | NEXT Financial Group Inc | 5,078 | $0.19M | 0.0% | +8.6% | 0.029% | |
| 6/30/2019 | Conservest Capital Advisors Inc. | 427,192 | $15.99M | 2.3% | -1.8% | 2.455% | |
| 5/13/2019 | Commonwealth Equity Services LLC | 106,527 | $3.77M | 0.0% | -6.1% | 0.624% | |
| 5/10/2019 | MD Financial Management Inc. | 382,638 | $13.55M | 0.6% | -0.8% | 2.240% | |
| 5/10/2019 | Northwestern Mutual Wealth Management Co. | 12,896 | $0.46M | 0.0% | +10.3% | 0.076% | |
| 5/9/2019 | Willingdon Wealth Management | 5,396 | $0.19M | 0.0% | +10.1% | 0.032% | |
| 5/8/2019 | Cambridge Investment Research Advisors Inc. | 34,111 | $1.21M | 0.0% | -5.6% | 0.200% | |
| 5/8/2019 | US Bancorp DE | 39,458 | $1.40M | 0.0% | +4.6% | 0.231% | |
| 5/6/2019 | Moors & Cabot Inc. | 6,260 | $0.22M | 0.0% | N/A | 0.037% | |
| 5/6/2019 | Personal Resources Investment & Strategic Management Inc. | 339,828 | $12.04M | 6.9% | +3.3% | 1.990% | |
| 5/6/2019 | Cetera Advisor Networks LLC | 51,557 | $1.83M | 0.1% | +20.0% | 0.302% | |
| 5/6/2019 | Cetera Advisors LLC | 15,739 | $0.56M | 0.0% | -2.2% | 0.092% | |
| 5/3/2019 | Financial Architects Inc | 700 | $25K | 0.0% | -96.5% | 0.004% | |
| 5/2/2019 | Comerica Bank | 40,134 | $1.43M | 0.0% | -1.2% | 0.235% | |
| 5/1/2019 | Parallel Advisors LLC | 12,400 | $0.44M | 0.0% | +3.3% | 0.073% | |
| 5/1/2019 | Moors & Cabot Inc. | 6,260 | $0.22M | 0.0% | N/A | 0.037% | |
| 5/1/2019 | Weatherly Asset Management L. P. | 436,099 | $15.45M | 3.2% | +1.6% | 2.577% | |
| 4/30/2019 | John G Ullman & Associates Inc. | 158,250 | $5.61M | 1.0% | -1.4% | 0.935% | |
| 4/29/2019 | Choate Investment Advisors | 23,856 | $0.85M | 0.0% | -55.3% | 0.141% | |
| 4/26/2019 | Enterprise Financial Services Corp | 3,650 | $0.13M | 0.0% | N/A | 0.022% | |
