| 4/23/2025 | HBK Sorce Advisory LLC | 107,403 | $2.73M | 0.1% | -2.5% | 2.419% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 81,765 | $2.08M | 0.0% | +9.3% | 1.842% | |
| 2/17/2025 | Cetera Investment Advisers | 10,930 | $275K | 0.0% | N/A | 0.242% | |
| 2/17/2025 | Bank of America Corp DE | 14,427 | $363K | 0.0% | -11.7% | 0.319% | |
| 2/13/2025 | Raymond James Financial Inc. | 32,729 | $823K | 0.0% | N/A | 0.724% | |
| 2/13/2025 | Wells Fargo & Company MN | 25,336 | $637K | 0.0% | -4.0% | 0.561% | |
| 2/11/2025 | LPL Financial LLC | 61,167 | $1.54M | 0.0% | +7.8% | 1.353% | |
| 2/10/2025 | HBK Sorce Advisory LLC | 110,167 | $2.77M | 0.1% | +0.6% | 2.437% | |
| 2/6/2025 | Raymond James Financial Inc. | 32,729 | $823K | 0.0% | N/A | 0.724% | |
| 2/5/2025 | Cape Investment Advisory Inc. | 1,200 | $30K | 0.0% | N/A | 0.027% | |
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| 1/29/2025 | MGB Wealth Management LLC | 66,548 | $1.67M | 0.5% | +14.7% | 1.472% | |
| 11/13/2024 | FMR LLC | 2,820 | $74K | 0.0% | +47.8% | 0.062% | |
| 11/12/2024 | MGB Wealth Management LLC | 58,037 | $1.52M | 0.5% | -0.9% | 1.284% | |
| 8/8/2024 | HBK Sorce Advisory LLC | 110,284 | $2.77M | 0.1% | +2.7% | 2.440% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 68,643 | $1.72M | 0.0% | +25.0% | 1.519% | |
| 7/10/2024 | CWM LLC | 1,372 | $34K | 0.0% | N/A | 0.030% | |
| 5/17/2024 | Comerica Bank | 15,767 | $406K | 0.0% | -11.3% | 0.349% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 107,434 | $2.76M | 0.1% | +1.6% | 2.377% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 54,922 | $1.41M | 0.0% | +277.1% | 1.215% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 12,763 | $303K | 0.0% | N/A | 0.295% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 12,972 | $308K | 0.0% | +3.9% | 0.300% | |
| 1/25/2024 | HBK Sorce Advisory LLC | 105,723 | $2.51M | 0.1% | -2.6% | 2.442% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 12,887 | $306K | 0.0% | -4.8% | 0.298% | |
| 1/16/2024 | Raymond James & Associates | 14,779 | $351K | 0.0% | -9.6% | 0.341% | |
| 11/16/2023 | High Falls Advisors Inc | 11,083 | $243K | 0.1% | -48.0% | 0.256% | |
| 11/8/2023 | Sequoia Financial Advisors LLC | 19,975 | $438K | 0.0% | -8.1% | 0.461% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 12,480 | $274K | 0.0% | N/A | 0.288% | |
| 11/6/2023 | HBK Sorce Advisory LLC | 108,515 | $2.38M | 0.1% | +3.3% | 2.506% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 13,543 | $297K | 0.0% | +4.5% | 0.313% | |
| 10/24/2023 | Raymond James & Associates | 16,355 | $359K | 0.0% | -16.7% | 0.378% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 13,492 | $296K | 0.0% | -3.6% | 0.312% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 91,425 | $1.96M | 0.0% | -2.5% | 2.111% | |
| 8/8/2023 | Balboa Wealth Partners | 9,564 | $205K | 0.1% | -12.4% | 0.221% | |
| 8/4/2023 | HBK Sorce Advisory LLC | 105,038 | $2.25M | 0.1% | -52.6% | 2.345% | |
| 7/31/2023 | LPL Financial LLC | 33,865 | $725K | 0.0% | -28.0% | 0.756% | |
| 7/25/2023 | Raymond James & Associates | 19,625 | $420K | 0.0% | -2.6% | 0.438% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 14,000 | $300K | 0.0% | -8.0% | 0.313% | |
| 5/12/2023 | Balboa Wealth Partners | 10,914 | $230K | 0.1% | N/A | 0.237% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 12,792 | $270K | 0.0% | -31.2% | 0.278% | |
| 4/14/2023 | Raymond James & Associates | 20,147 | $425K | 0.0% | +7.6% | 0.438% | |
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| 2/7/2023 | LPL Financial LLC | 31,576 | $668K | 0.0% | +1.8% | 0.686% | |
| 10/25/2022 | Raymond James & Associates | 24,118 | $475K | 0.0% | -15.3% | 0.501% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 18,796 | $370K | 0.0% | +9.9% | 0.391% | |
| 8/15/2022 | High Falls Advisors Inc | 32,657 | $670K | 0.2% | -4.2% | 0.672% | |
| 8/9/2022 | SeaCrest Wealth Management LLC | 1,200 | $25K | 0.0% | N/A | 0.025% | |
| 8/2/2022 | CX Institutional | 7,682 | $158K | 0.0% | N/A | 0.158% | |
| 8/2/2022 | Comerica Bank | 18,068 | $385K | 0.0% | -7.3% | 0.372% | |
| 7/26/2022 | Joseph P. Lucia & Associates LLC | 6,820 | $140K | 0.1% | -6.8% | 0.139% | |
| 5/12/2022 | Trustmark National Bank Trust Department | 29,340 | $703K | 0.1% | N/A | 0.582% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 18,896 | $452K | 0.0% | +34.1% | 0.375% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 9,366 | $224K | 0.0% | N/A | 0.186% | |
| 5/2/2022 | Steward Partners Investment Advisory LLC | 1,712 | $41K | 0.0% | -24.6% | 0.034% | |
| 4/27/2022 | Comerica Bank | 19,492 | $473K | 0.0% | -5.3% | 0.387% | |
| 4/19/2022 | Joseph P. Lucia & Associates LLC | 7,320 | $175K | 0.1% | N/A | 0.140% | |
| 2/8/2022 | CIBC Private Wealth Group LLC | 34,000 | $834K | 0.0% | N/A | 0.651% | |
| 2/8/2022 | Raymond James & Associates | 26,285 | $645K | 0.0% | -11.6% | 0.504% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 14,728 | $361K | 0.0% | N/A | 0.282% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 14,093 | $346K | 0.0% | +17.4% | 0.270% | |
| 12/8/2021 | Moors & Cabot Inc. | 16,250 | $120K | 0.0% | N/A | 0.308% | |
| 11/10/2021 | Creative Planning | 18,517 | $440K | 0.0% | -42.7% | 0.351% | |
| 11/5/2021 | Moors & Cabot Inc. | 16,250 | $120K | 0.0% | N/A | 0.308% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 12,005 | $285K | 0.0% | -44.4% | 0.227% | |
| 11/2/2021 | Raymond James Financial Services Advisors Inc. | 22,760 | $541K | 0.0% | +31.6% | 0.431% | |
| 11/2/2021 | Raymond James & Associates | 29,718 | $707K | 0.0% | +59.4% | 0.563% | |
| 10/14/2021 | Enterprise Trust & Investment Co | 1,775 | $42K | 0.0% | N/A | 0.034% | |
| 8/17/2021 | Pacitti Group Inc. | 6,200 | $151K | 0.1% | -6.8% | 0.115% | |
| 8/16/2021 | Royal Bank of Canada | 30,163 | $737K | 0.0% | -10.6% | 0.560% | |
| 8/13/2021 | Steward Partners Investment Advisory LLC | 1,665 | $41K | 0.0% | +117.6% | 0.031% | |
| 8/13/2021 | LPL Financial LLC | 32,737 | $800K | 0.0% | +3.1% | 0.607% | |
| 8/11/2021 | Commonwealth Equity Services LLC | 11,152 | $272K | 0.0% | -11.2% | 0.207% | |
| 8/11/2021 | Susquehanna International Group LLP | 21,857 | $534K | 0.0% | N/A | 0.406% | |
| 8/4/2021 | Creative Planning | 32,321 | $791K | 0.0% | N/A | 0.600% | |
| 8/2/2021 | Advisor Group Holdings Inc. | 21,575 | $527K | 0.0% | +122.6% | 0.400% | |
| 5/18/2021 | Morgan Stanley | 101,338 | $2.35M | 0.0% | -15.1% | 1.826% | |
| 5/17/2021 | Royal Bank of Canada | 33,749 | $783K | 0.0% | -6.1% | 0.608% | |
| 5/14/2021 | High Falls Advisors Inc | 46,140 | $1.07M | 0.3% | -33.0% | 0.831% | |
| 5/13/2021 | Capital Advisors Ltd. LLC | 1,797 | $42K | 0.0% | -33.1% | 0.032% | |
| 5/12/2021 | UBS Group AG | 8,872 | $206K | 0.0% | -38.8% | 0.160% | |
| 5/10/2021 | Guardian Wealth Advisors LLC | 13,522 | $314K | 0.0% | N/A | 0.244% | |
| 5/7/2021 | Cambridge Investment Research Advisors Inc. | 9,161 | $213K | 0.0% | -20.6% | 0.165% | |
| 4/28/2021 | Comerica Bank | 20,691 | $496K | 0.0% | +3.3% | 0.373% | |
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