| 1/4/2021 | Rockland Trust Co. | 63,483 | $1.63M | 0.1% | +2.2% | 2.308% | |
| 12/3/2020 | Brinker Capital Investments LLC | 80,812 | $1.96M | 0.0% | -18.5% | 2.939% | |
| 11/17/2020 | Jane Street Group LLC | 37,099 | $0.90M | 0.0% | N/A | 1.349% | |
| 11/16/2020 | SignalPoint Asset Management LLC | 31,119 | $0.76M | 0.3% | -6.1% | 1.132% | |
| 11/13/2020 | Orion Portfolio Solutions LLC | 9,753 | $0.24M | 0.0% | +37.4% | 0.342% | |
| 11/13/2020 | Morgan Stanley | 93,578 | $2.27M | 0.0% | -43.4% | 3.283% | |
| 11/10/2020 | Eqis Capital Management Inc. | 18,273 | $0.44M | 0.0% | -13.2% | 0.641% | |
| 11/9/2020 | LPL Financial LLC | 16,817 | $0.41M | 0.0% | -6.7% | 0.590% | |
| 11/5/2020 | Wells Fargo & Company MN | 25,204 | $0.61M | 0.0% | -73.7% | 0.884% | |
| 11/4/2020 | Sawtooth Solutions LLC | 13,031 | $0.32M | 0.0% | -19.4% | 0.457% | |
|
| 10/30/2020 | Steward Partners Investment Advisory LLC | 1,830 | $44K | 0.0% | -67.8% | 0.064% | |
| 10/29/2020 | Cambridge Investment Research Advisors Inc. | 25,482 | $0.62M | 0.0% | -33.6% | 0.894% | |
| 10/28/2020 | Wealthstreet Investment Advisors LLC | 26,761 | $0.65M | 0.1% | -5.7% | 0.939% | |
| 10/23/2020 | James Investment Research Inc. | 20,991 | $0.51M | 0.0% | +3.5% | 0.737% | |
| 10/8/2020 | Rockland Trust Co. | 62,110 | $1.51M | 0.1% | +1.6% | 2.070% | |
| 8/26/2020 | AdvisorNet Financial Inc | 20,700 | $0.49M | 0.0% | -2.4% | 0.657% | |
| 8/19/2020 | Orion Portfolio Solutions LLC | 7,100 | $0.17M | 0.0% | -60.6% | 0.225% | |
| 8/17/2020 | One Capital Management LLC | 46,215 | $1.10M | 0.2% | +349.1% | 1.467% | |
| 8/17/2020 | Private Advisor Group LLC | 3,180 | $76K | 0.0% | N/A | 0.101% | |
| 8/14/2020 | Bank of America Corp DE | 9,203 | $0.22M | 0.0% | -20.2% | 0.283% | |
| 8/14/2020 | Stifel Financial Corp | 16,683 | $0.40M | 0.0% | -3.0% | 0.513% | |
| 8/14/2020 | Advisor Group Holdings Inc. | 13,977 | $0.33M | 0.0% | +3.0% | 0.430% | |
| 8/7/2020 | Capital Analysts LLC | 3,335 | $80K | 0.0% | +45.0% | 0.103% | |
| 8/6/2020 | Steward Partners Investment Advisory LLC | 5,691 | $0.14M | 0.0% | -40.0% | 0.175% | |
| 8/6/2020 | Sawtooth Solutions LLC | 16,169 | $0.39M | 0.0% | +3.2% | 0.498% | |
| 8/5/2020 | AE Wealth Management LLC | 18,402 | $0.44M | 0.0% | +15.3% | 0.566% | |
| 7/28/2020 | SignalPoint Asset Management LLC | 33,147 | $0.79M | 0.4% | +7.5% | 1.020% | |
| 7/27/2020 | Cambridge Investment Research Advisors Inc. | 38,378 | $0.92M | 0.0% | -27.1% | 1.181% | |
| 7/24/2020 | James Investment Research Inc. | 20,287 | $0.48M | 0.0% | -27.8% | 0.624% | |
| 7/9/2020 | Rockland Trust Co. | 61,106 | $1.46M | 0.1% | +24.9% | 1.852% | |
| 6/16/2020 | Royal Bank of Canada | 75,996 | $1.68M | 0.0% | +5.3% | 2.235% | |
| 5/26/2020 | Morgan Stanley | 251,510 | $5.55M | 0.0% | -4.7% | 7.186% | |
| 5/18/2020 | Advisor Group Holdings Inc. | 13,576 | $0.30M | 0.0% | N/A | 0.388% | |
| 5/15/2020 | Jane Street Group LLC | 27,325 | $0.60M | 0.0% | N/A | 0.781% | |
| 5/15/2020 | Morgan Stanley | 251,510 | $5.55M | 0.0% | -4.7% | 7.186% | |
| 5/14/2020 | Wells Fargo & Company MN | 101,161 | $2.23M | 0.0% | +92.3% | 2.890% | |
| 5/12/2020 | Eqis Capital Management Inc. | 17,267 | $0.52M | 0.0% | N/A | 0.493% | |
| 5/12/2020 | HHM Wealth Advisors LLC | 43,118 | $0.95M | 0.5% | -11.3% | 1.232% | |
| 5/8/2020 | Cambridge Investment Research Advisors Inc. | 52,616 | $1.16M | 0.0% | +5.8% | 1.503% | |
| 5/7/2020 | AE Wealth Management LLC | 15,965 | $0.35M | 0.0% | +13.8% | 0.456% | |
| 5/1/2020 | Wealthstreet Investment Advisors LLC | 28,926 | $0.64M | 0.1% | -10.9% | 0.826% | |
| 5/1/2020 | UBS Group AG | 23,598 | $0.52M | 0.0% | +5.5% | 0.674% | |
| 4/29/2020 | Steward Partners Investment Advisory LLC | 9,478 | $0.21M | 0.0% | -19.9% | 0.271% | |
| 4/23/2020 | SignalPoint Asset Management LLC | 30,844 | $0.38M | 0.2% | +20.1% | 0.845% | |
| 4/22/2020 | James Investment Research Inc. | 28,080 | $0.62M | 0.1% | N/A | 0.769% | |
| 4/21/2020 | Raymond James & Associates | 9,811 | $0.22M | 0.0% | +9.4% | 0.269% | |
| 4/16/2020 | Rockland Trust Co. | 48,932 | $1.08M | 0.1% | +6.2% | 1.341% | |
| 2/27/2020 | Verus Capital Partners LLC | 1,069 | $34K | 0.0% | N/A | 0.029% | |
| 2/27/2020 | Institute for Wealth Management LLC. | 2,282 | $72K | 0.0% | N/A | 0.063% | |
| 2/17/2020 | Ladenburg Thalmann Financial Services Inc. | 12,080 | $0.38M | 0.0% | +11.9% | 0.331% | |
| 2/14/2020 | UBS Group AG | 22,375 | $0.70M | 0.0% | +24.2% | 0.613% | |
| 2/13/2020 | Stifel Financial Corp | 17,498 | $0.55M | 0.0% | -2.5% | 0.479% | |
| 2/11/2020 | Envestnet Asset Management Inc. | 15,593 | $0.49M | 0.0% | +103.9% | 0.427% | |
| 2/7/2020 | Summit Place Financial Advisors LLC | 10,300 | $0.32M | 0.5% | N/A | 0.282% | |
| 2/6/2020 | CLS Investments LLC | 233,536 | $7.32M | 0.2% | +0.2% | 6.398% | |
| 2/6/2020 | Stratford Consulting LLC | 2,004 | $63K | 0.0% | N/A | 0.055% | |
| 2/4/2020 | Cambridge Investment Research Advisors Inc. | 49,716 | $1.56M | 0.0% | +6.1% | 1.362% | |
| 1/30/2020 | SignalPoint Asset Management LLC | 25,674 | $0.81M | 0.3% | -1.3% | 0.703% | |
| 1/27/2020 | Lester Murray Antman dba SimplyRich | 19,984 | $0.62M | 0.3% | -2.6% | 0.548% | |
| 1/24/2020 | AlphaCore Capital LLC | 2,588 | $81K | 0.0% | N/A | 0.071% | |
| 1/22/2020 | Wealthstreet Investment Advisors LLC | 32,447 | $1.02M | 0.1% | +243.5% | 0.914% | |
| 1/21/2020 | Advisors Preferred LLC | 4,277 | $0.13M | 0.0% | N/A | 0.120% | |
| 1/17/2020 | Steward Partners Investment Advisory LLC | 11,837 | $0.37M | 0.0% | +14.6% | 0.333% | |
| 1/15/2020 | AE Wealth Management LLC | 14,029 | $0.44M | 0.0% | +45.5% | 0.395% | |
| 1/6/2020 | Rockland Trust Co. | 46,072 | $1.44M | 0.1% | +8.7% | 1.316% | |
| 11/27/2019 | Stifel Financial Corp | 17,951 | $0.53M | 0.0% | +3.3% | 0.513% | |
| 11/5/2019 | AE Wealth Management LLC | 9,639 | $0.28M | 0.0% | N/A | 0.284% | |
| 11/1/2019 | Lester Murray Antman dba SimplyRich | 20,517 | $0.60M | 0.3% | -10.4% | 0.603% | |
| 10/31/2019 | Wealthstreet Investment Advisors LLC | 9,447 | $0.29M | 0.0% | -69.4% | 0.278% | |
| 10/30/2019 | BB&T Securities LLC | 11,745 | $0.35M | 0.0% | -56.7% | 0.345% | |
| 10/30/2019 | Steward Partners Investment Advisory LLC | 10,332 | $0.30M | 0.0% | +16.3% | 0.304% | |
| 10/29/2019 | KCS Wealth Advisory | 1,887 | $55K | 0.0% | N/A | 0.056% | |
| 10/18/2019 | SignalPoint Asset Management LLC | 26,009 | $0.76M | 0.3% | +3.5% | 0.754% | |
| 10/17/2019 | Envestnet Asset Management Inc. | 7,647 | $0.22M | 0.0% | -34.3% | 0.222% | |
| 10/11/2019 | Rockland Trust Co. | 42,389 | $1.24M | 0.1% | +17.1% | 1.229% | |
| 8/26/2019 | Atria Investments LLC | 13,526 | $0.25M | 0.0% | N/A | 0.392% | |
| 8/17/2019 | Royal Bank of Canada | 69,821 | $2.12M | 0.0% | +1.7% | 2.024% | |
| 8/17/2019 | Ladenburg Thalmann Financial Services Inc. | 9,349 | $0.29M | 0.0% | +3.9% | 0.271% | |
| 8/15/2019 | Cambridge Investment Research Advisors Inc. | 44,985 | $1.37M | 0.0% | -9.2% | 1.304% | |
| 8/15/2019 | Jane Street Group LLC | 65,779 | $2M | 0.0% | -12.4% | 1.907% | |
| 8/14/2019 | Morgan Stanley | 244,338 | $7.43M | 0.0% | +0.9% | 7.082% | |
| 8/14/2019 | Bank of America Corp DE | 31,188 | $0.95M | 0.0% | +24.9% | 0.904% | |
| 8/9/2019 | Atria Investments LLC | 13,526 | $0.25M | 0.0% | N/A | 0.392% | |
| 8/7/2019 | BB&T Securities LLC | 27,152 | $0.83M | 0.0% | -6.9% | 0.776% | |
| 8/6/2019 | Wells Fargo & Company MN | 74,021 | $2.25M | 0.0% | -23.1% | 2.115% | |
| 8/2/2019 | Envestnet Asset Management Inc. | 11,644 | $0.35M | 0.0% | -5.2% | 0.333% | |
| 7/31/2019 | Advisor Group Inc. | 3,114 | $95K | 0.0% | -26.5% | 0.089% | |
| 6/30/2019 | Steward Partners Investment Advisory LLC | 8,881 | $0.27M | 0.0% | -24.2% | 0.254% | |
| 6/30/2019 | Rockland Trust Co. | 36,208 | $1.10M | 0.1% | +15.6% | 1.035% | |
| 11/13/2018 | Citadel Advisors LLC | 12,035 | $0.35M | 0.0% | -58.4% | 0.349% | |
| 5/11/2018 | Fisher Asset Management LLC | 175,080 | $5.63M | 0.0% | N/A | 5.305% | |
| 5/8/2018 | Fiduciary Trust Co. | 39,763 | $1.28M | 0.0% | -11.2% | 1.205% | |
| 1/29/2018 | Fiduciary Trust Co. | 44,762 | $1.46M | 0.0% | -4.8% | 1.421% | |
