| 5/19/2025 | Jane Street Group LLC | 11,045 | $620K | 0.0% | +136.2% | 0.526% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,743 | $154K | 0.0% | -56.6% | 0.131% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 766 | $43K | 0.0% | N/A | 0.036% | |
| 5/14/2025 | Kestra Advisory Services LLC | 16,257 | $912K | 0.0% | +73.0% | 0.774% | |
| 5/14/2025 | Flow Traders U.S. LLC | 23,264 | $1.31M | 0.1% | N/A | 1.108% | |
| 5/13/2025 | Raymond James Financial Inc. | 69,869 | $3.92M | 0.0% | -37.9% | 3.327% | |
| 5/7/2025 | LPL Financial LLC | 124,535 | $6.99M | 0.0% | +17.3% | 5.930% | |
| 5/6/2025 | Cetera Investment Advisers | 65,440 | $3.67M | 0.0% | +17.3% | 3.116% | |
| 5/2/2025 | Hudock Inc. | 67,692 | $3.80M | 0.7% | +0.8% | 3.223% | |
| 5/1/2025 | Asset Dedication LLC | 31,401 | $1.76M | 0.1% | +0.9% | 1.495% | |
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| 4/30/2025 | Joseph Group Capital Management | 216,989 | $12.18M | 4.7% | +0.7% | 10.333% | |
| 4/30/2025 | Stratos Investment Management LLC | 9,010 | $506K | 0.0% | +16.1% | 0.429% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 6,983 | $392K | 0.0% | N/A | 0.333% | |
| 4/29/2025 | Bank of New York Mellon Corp | 7,943 | $446K | 0.0% | -84.9% | 0.378% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 5,917 | $332K | 0.0% | +4.0% | 0.282% | |
| 2/17/2025 | Cetera Investment Advisers | 55,776 | $2.92M | 0.0% | +27.4% | 2.721% | |
| 2/17/2025 | Bank of America Corp DE | 121,734 | $6.37M | 0.0% | +8.1% | 5.938% | |
| 2/17/2025 | Ameriprise Financial Inc. | 58,226 | $3.05M | 0.0% | +21.3% | 2.840% | |
| 2/14/2025 | Jane Street Group LLC | 4,677 | $245K | 0.0% | -88.3% | 0.228% | |
| 2/14/2025 | Susquehanna International Group LLP | 40,316 | $2.11M | 0.0% | -13.6% | 1.967% | |
| 2/13/2025 | Raymond James Financial Inc. | 112,548 | $5.89M | 0.0% | N/A | 5.490% | |
| 2/13/2025 | Wells Fargo & Company MN | 10,638 | $557K | 0.0% | +4.3% | 0.519% | |
| 2/12/2025 | Joseph Group Capital Management | 215,422 | $11.27M | 4.4% | -1.4% | 10.508% | |
| 2/11/2025 | LPL Financial LLC | 106,197 | $5.56M | 0.0% | +7.0% | 5.180% | |
| 2/6/2025 | Raymond James Financial Inc. | 112,548 | $5.89M | 0.0% | N/A | 5.490% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 2,287 | $120K | 0.0% | N/A | 0.112% | |
| 2/6/2025 | Jones Financial Companies Lllp | 6,319 | $331K | 0.0% | +44.2% | 0.308% | |
| 2/4/2025 | Bank of New York Mellon Corp | 52,502 | $2.75M | 0.0% | N/A | 2.561% | |
| 1/31/2025 | Key Financial Inc | 2,509 | $131K | 0.0% | +222.1% | 0.122% | |
| 1/29/2025 | Hudock Inc. | 67,126 | $3.51M | 0.6% | -0.3% | 3.274% | |
| 1/27/2025 | Stratos Investment Management LLC | 7,758 | $406K | 0.0% | +22.7% | 0.378% | |
| 1/23/2025 | Asset Dedication LLC | 31,127 | $1.63M | 0.1% | +1.8% | 1.518% | |
| 11/25/2024 | Sanctuary Advisors LLC | 3,769 | $208K | 0.0% | N/A | 0.184% | |
| 11/15/2024 | Jane Street Group LLC | 40,087 | $2.20M | 0.0% | +182.2% | 1.955% | |
| 11/14/2024 | Flow Traders U.S. LLC | 7,884 | $432K | 0.0% | N/A | 0.385% | |
| 11/7/2024 | Joseph Group Capital Management | 218,462 | $11.98M | 4.6% | +2.9% | 10.657% | |
| 10/25/2024 | Creekmur Asset Management LLC | 5,577 | $306K | 0.1% | +13.3% | 0.272% | |
| 10/23/2024 | Hudock Inc. | 67,315 | $3.69M | 0.6% | +5.9% | 3.284% | |
| 10/18/2024 | Stratos Investment Management LLC | 6,324 | $347K | 0.0% | +5.0% | 0.308% | |
| 10/16/2024 | Asset Dedication LLC | 30,569 | $1.68M | 0.1% | +4.9% | 1.491% | |
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| 8/22/2024 | Cetera Investment Advisers | 29,896 | $1.50M | 0.0% | +28.6% | 1.458% | |
| 8/3/2024 | Hudock Inc. | 63,566 | $3.18M | 0.6% | -0.5% | 3.101% | |
| 7/30/2024 | Key Financial Inc | 716 | $36K | 0.0% | +40.7% | 0.035% | |
| 5/24/2024 | Cetera Advisors LLC | 20,391 | $1.04M | 0.0% | N/A | 0.995% | |
| 5/17/2024 | Creekmur Asset Management LLC | 3,626 | $184K | 0.1% | N/A | 0.177% | |
| 5/16/2024 | Jane Street Group LLC | 128,342 | $6.53M | 0.0% | +66.3% | 6.261% | |
| 5/2/2024 | Hudock Inc. | 63,894 | $3.25M | 0.7% | +0.6% | 2.972% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 89,684 | $4.56M | 0.0% | +1.3% | 4.171% | |
| 2/13/2024 | Joseph Group Capital Management | 303,155 | $14.80M | 8.6% | +3.9% | 12.374% | |
| 2/1/2024 | CWM LLC | 7,529 | $367K | 0.0% | N/A | 0.307% | |
| 1/24/2024 | Stratos Investment Management LLC | 4,557 | $222K | 0.0% | N/A | 0.186% | |
| 1/22/2024 | Hudock Inc. | 63,502 | $3.10M | 0.7% | +1.0% | 2.592% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 88,533 | $4.32M | 0.0% | +3.7% | 3.614% | |
| 1/16/2024 | Raymond James & Associates | 15,661 | $764K | 0.0% | -7.1% | 0.639% | |
| 11/13/2023 | Joseph Group Capital Management | 291,883 | $13.23M | 9.5% | +4.5% | 11.914% | |
| 11/13/2023 | LPL Financial LLC | 204,634 | $9.28M | 0.0% | +2.4% | 8.352% | |
| 11/13/2023 | Kestra Advisory Services LLC | 40,417 | $1.83M | 0.0% | N/A | 1.650% | |
| 11/9/2023 | UBS Group AG | 54,044 | $2.45M | 0.0% | +0.6% | 2.206% | |
| 11/6/2023 | Hudock Inc. | 62,898 | $2.85M | 0.7% | +1.5% | 2.567% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 18,805 | $853K | 0.0% | +5.0% | 0.768% | |
| 10/24/2023 | Bank of New York Mellon Corp | 19,768 | $896K | 0.0% | N/A | 0.807% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 85,395 | $3.87M | 0.0% | +1.8% | 3.486% | |
| 10/24/2023 | Raymond James & Associates | 16,861 | $764K | 0.0% | -2.1% | 0.688% | |
| 8/10/2023 | Joseph Group Capital Management | 279,357 | $13.00M | 10.9% | +5.9% | 11.402% | |
| 8/10/2023 | Private Advisor Group LLC | 4,473 | $208K | 0.0% | -10.5% | 0.183% | |
| 7/31/2023 | LPL Financial LLC | 199,878 | $9.30M | 0.0% | +31.9% | 8.158% | |
| 7/31/2023 | Hudock Inc. | 61,958 | $2.88M | 0.7% | +1.2% | 2.529% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 83,903 | $3.90M | 0.0% | +3.8% | 3.425% | |
| 7/25/2023 | Raymond James & Associates | 17,218 | $801K | 0.0% | -1.9% | 0.703% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 7,698 | $358K | 0.0% | +4.6% | 0.314% | |
| 5/10/2023 | LPL Financial LLC | 151,482 | $7.09M | 0.0% | -29.5% | 5.224% | |
| 5/8/2023 | Hudock Inc. | 61,245 | $2.87M | 0.7% | N/A | 2.112% | |
| 5/4/2023 | Joseph Group Capital Management | 263,808 | $12.35M | 10.8% | +4.4% | 9.097% | |
| 4/24/2023 | Asset Dedication LLC | 27,175 | $1.27M | 0.1% | +8.1% | 0.937% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 80,844 | $3.78M | 0.0% | +4.8% | 2.788% | |
| 4/14/2023 | Raymond James & Associates | 17,550 | $821K | 0.0% | -5.7% | 0.605% | |
| 2/9/2023 | Joseph Group Capital Management | 252,660 | $11.83M | 11.2% | +1.0% | 8.712% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 77,122 | $3.61M | 0.0% | N/A | 2.659% | |
| 2/8/2023 | UBS Group AG | 59,515 | $2.79M | 0.0% | -1.2% | 2.052% | |
| 2/8/2023 | Orion Portfolio Solutions LLC | 11,872 | $556K | 0.0% | +90.1% | 0.409% | |
| 2/7/2023 | LPL Financial LLC | 214,966 | $10.06M | 0.0% | +123.8% | 7.413% | |
| 2/6/2023 | Vertex Planning Partners LLC | 506,358 | $23.70M | 9.2% | N/A | 17.461% | |
| 11/15/2022 | Flow Traders U.S. LLC | 11,138 | $458K | 0.0% | N/A | 0.446% | |
| 11/10/2022 | UBS Group AG | 60,268 | $2.48M | 0.0% | +4.1% | 2.411% | |
| 11/9/2022 | Joseph Group Capital Management | 250,149 | $10.29M | 11.2% | +14.1% | 10.006% | |
| 11/9/2022 | Orion Portfolio Solutions LLC | 6,245 | $257K | 0.0% | N/A | 0.250% | |
| 11/2/2022 | Rockefeller Capital Management L.P. | 3,623 | $149K | 0.0% | +53.1% | 0.145% | |
| 10/27/2022 | Asset Dedication LLC | 25,132 | $1.03M | 0.1% | +81.6% | 1.005% | |
| 10/21/2022 | Great Valley Advisor Group Inc. | 18,200 | $749K | 0.0% | -33.9% | 0.728% | |
| 7/26/2022 | Legacy Wealth Planning LLC | 146,777 | $6.75M | 9.7% | N/A | 6.672% | |
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| 7/22/2022 | Urban Wealth Management LLC | 750 | $34K | 0.1% | N/A | 0.034% | |
| 7/19/2022 | Asset Dedication LLC | 13,843 | $636K | 0.1% | +31.1% | 0.710% | |
| 7/19/2022 | Great Valley Advisor Group Inc. | 27,545 | $1.27M | 0.1% | -65.5% | 1.413% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 7,227 | $332K | 0.0% | +3.6% | 0.425% | |
| 5/9/2022 | Northwestern Mutual Wealth Management Co. | 509 | $26K | 0.0% | N/A | 0.035% | |
| 4/28/2022 | Parallel Advisors LLC | 1,635 | $84K | 0.0% | -57.6% | 0.113% | |
| 4/20/2022 | Great Valley Advisor Group Inc. | 79,846 | $4.08M | 0.2% | N/A | 5.507% | |
| 2/10/2022 | Private Advisor Group LLC | 5,501 | $275K | 0.0% | -8.6% | 0.423% | |
| 2/8/2022 | Raymond James & Associates | 19,632 | $982K | 0.0% | -3.6% | 1.510% | |
| 11/16/2021 | Jane Street Group LLC | 95,655 | $4.48M | 0.0% | +353.5% | 7.971% | |
