| 5/1/2025 | Berkeley Inc | 50,935 | $2.16M | 1.0% | +38.7% | 2.612% | |
| 4/10/2025 | Cathy Pareto & Associates Inc. | 85,229 | $3.61M | 3.2% | +1.9% | 4.371% | |
| 3/5/2025 | Berkeley Inc | 36,721 | $1.40M | 0.7% | -37.7% | 2.040% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 15,326 | $586K | 0.0% | N/A | 1.333% | |
| 2/17/2025 | Bank of America Corp DE | 3,540 | $135K | 0.0% | +82.2% | 0.308% | |
| 2/11/2025 | Whittier Trust Co. | 6,885 | $263K | 0.0% | N/A | 0.599% | |
| 2/6/2025 | Jones Financial Companies Lllp | 2,656 | $102K | 0.0% | +108.3% | 0.231% | |
| 1/22/2025 | Cathy Pareto & Associates Inc. | 83,653 | $3.20M | 2.9% | N/A | 7.274% | |
| 1/21/2025 | AlphaMark Advisors LLC | 17,590 | $672K | 0.3% | +5.1% | 1.530% | |
| 11/15/2024 | Jane Street Group LLC | 18,359 | $716K | 0.0% | N/A | 1.596% | |
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| 11/15/2024 | WESCAP Management Group Inc. | 83,472 | $3.26M | 0.8% | -7.4% | 7.258% | |
| 11/14/2024 | Flow Traders U.S. LLC | 44,524 | $1.74M | 0.1% | N/A | 3.872% | |
| 10/17/2024 | AlphaMark Advisors LLC | 16,730 | $652K | 0.2% | +4.3% | 1.455% | |
| 8/8/2024 | WESCAP Management Group Inc. | 90,122 | $3.39M | 1.0% | -2.7% | 7.837% | |
| 7/17/2024 | AlphaMark Advisors LLC | 16,040 | $604K | 0.2% | +9.1% | 1.395% | |
| 4/18/2024 | AlphaMark Advisors LLC | 14,705 | $565K | 0.2% | +34.8% | 0.865% | |
| 2/6/2024 | WESCAP Management Group Inc. | 92,317 | $3.32M | 1.1% | -4.7% | 5.430% | |
| 2/5/2024 | Cary Street Partners Investment Advisory LLC | 17,105 | $633K | 0.2% | +11.6% | 1.006% | |
| 1/24/2024 | International Assets Investment Management LLC | 8,346 | $300K | 0.0% | N/A | 0.491% | |
| 1/19/2024 | AlphaMark Advisors LLC | 10,905 | $393K | 0.1% | +326.0% | 0.641% | |
| 10/31/2023 | AlphaMark Advisors LLC | 2,560 | $85K | 0.0% | N/A | 0.151% | |
| 10/18/2023 | Syntegra Private Wealth Group LLC | 650,176 | $21.48M | 3.4% | +5.3% | 38.246% | |
| 8/17/2023 | Imprint Wealth LLC | 26,918 | $2.69M | 0.1% | N/A | 1.583% | |
| 8/10/2023 | WESCAP Management Group Inc. | 97,773 | $3.29M | 1.1% | -5.0% | 5.751% | |
| 8/10/2023 | Cary Street Partners Investment Advisory LLC | 15,117 | $509K | 0.0% | -5.4% | 0.889% | |
| 8/9/2023 | Flow Traders U.S. LLC | 8,041 | $271K | 0.0% | N/A | 0.473% | |
| 7/28/2023 | Syntegra Private Wealth Group LLC | 617,296 | $20.77M | 3.2% | +11.3% | 42.572% | |
| 5/16/2023 | Syntegra Private Wealth Group LLC | 554,751 | $18.78M | 3.3% | N/A | 55.475% | |
| 5/8/2023 | Emfo LLC | 1,000 | $34K | 0.0% | N/A | 0.100% | |
| 5/4/2023 | WESCAP Management Group Inc. | 102,925 | $3.48M | 1.2% | -5.5% | 10.293% | |
| 5/4/2023 | Intercontinental Wealth Advisors LLC | 42,131 | $1.43M | 0.4% | -6.4% | 4.213% | |
| 3/6/2023 | OLD Mission Capital LLC | 33,291 | $1.04M | 0.0% | +195.1% | 3.504% | |
| 2/10/2023 | WESCAP Management Group Inc. | 108,972 | $3.40M | 1.2% | -4.9% | 11.471% | |
| 11/14/2022 | OLD Mission Capital LLC | 11,282 | $309K | 0.0% | -69.3% | 1.128% | |
| 11/3/2022 | WESCAP Management Group Inc. | 114,626 | $3.14M | 1.2% | -2.8% | 11.463% | |
| 10/13/2022 | Activest Wealth Management | 1,834 | $50K | 0.0% | N/A | 0.183% | |
| 8/11/2022 | WESCAP Management Group Inc. | 117,891 | $3.63M | 1.2% | -5.5% | 6.737% | |
| 8/10/2022 | Advisor Group Holdings Inc. | 736,265 | $22.68M | 0.1% | +6.3% | 42.072% | |
| 8/5/2022 | OLD Mission Capital LLC | 36,804 | $1.13M | 0.0% | -9.4% | 2.103% | |
| 5/11/2022 | WESCAP Management Group Inc. | 124,710 | $4.32M | 1.2% | +3.1% | 6.928% | |
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| 5/4/2022 | Advisor Group Holdings Inc. | 692,529 | $23.99M | 0.0% | +11.5% | 38.474% | |
| 2/15/2022 | Cary Street Partners Investment Advisory LLC | 17,105 | $633K | 0.2% | -3.5% | 1.006% | |
| 2/10/2022 | OLD Mission Capital LLC | 5,738 | $212K | 0.0% | N/A | 0.348% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 620,913 | $22.98M | 0.0% | +9.1% | 38.807% | |
| 1/24/2022 | Private Capital Group LLC | 2,386 | $88K | 0.0% | -42.9% | 0.149% | |
| 11/15/2021 | Cary Street Partners Investment Advisory LLC | 17,717 | $630K | 0.2% | -7.2% | 1.143% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 569,360 | $20.23M | 0.0% | +281,761.4% | 36.733% | |
| 8/24/2021 | Flow Traders U.S. LLC | 39,614 | $1.39M | 0.1% | +78.0% | 2.641% | |
| 8/17/2021 | Citadel Advisors LLC | 32,823 | $1.15M | 0.0% | -10.9% | 2.188% | |
| 8/13/2021 | OLD Mission Capital LLC | 5,754 | $201K | 0.0% | N/A | 0.384% | |
| 8/11/2021 | Susquehanna International Group LLP | 11,722 | $410K | 0.0% | -66.6% | 0.781% | |
| 8/6/2021 | Intercontinental Wealth Advisors LLC | 46,210 | $1.62M | 0.3% | -2.7% | 3.081% | |
| 8/2/2021 | WESCAP Management Group Inc. | 118,298 | $4.14M | 1.2% | -3.6% | 7.887% | |
| 8/1/2021 | Kestra Private Wealth Services LLC | 9,396 | $329K | 0.0% | -5.5% | 0.626% | |
| 7/31/2021 | South Shore Capital Advisors | 7,601 | $266K | 0.5% | +8.2% | 0.507% | |
| 7/31/2021 | 4Thought Financial Group Inc. | 1,318 | $46K | 0.0% | -37.7% | 0.088% | |
| 5/18/2021 | Flow Traders U.S. LLC | 22,252 | $755K | 0.0% | +140.8% | 2.023% | |
| 5/18/2021 | Citadel Advisors LLC | 36,827 | $1.25M | 0.0% | +5.6% | 3.348% | |
| 5/18/2021 | Jane Street Group LLC | 65,900 | $2.24M | 0.0% | +20.3% | 5.991% | |
| 5/14/2021 | Founders Financial Alliance LLC | 823 | $29K | 0.0% | N/A | 0.075% | |
| 5/12/2021 | UBS Group AG | 10,794 | $366K | 0.0% | +6.5% | 0.981% | |
| 5/11/2021 | Kestra Private Wealth Services LLC | 9,943 | $338K | 0.0% | N/A | 0.904% | |
| 5/7/2021 | WESCAP Management Group Inc. | 122,732 | $4.17M | 1.2% | -3.6% | 11.157% | |
