| 5/1/2025 | Ballentine Partners LLC | 312,835 | $4.56M | 0.1% | N/A | 1.919% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 114,405 | $1.67M | 0.0% | -4.6% | 0.702% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 366,468 | $5.34M | 0.4% | N/A | 2.221% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 1,263,454 | $18.40M | 0.1% | -11.0% | 7.657% | |
| 4/23/2025 | SOL Capital Management CO | 56,450 | $822K | 0.1% | +50.9% | 0.342% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 81,742 | $1.19M | 0.8% | +22.0% | 0.495% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 16,477 | $240K | 0.0% | +5.4% | 0.100% | |
| 3/18/2025 | Objective Capital Management LLC | 12,750 | $194K | 0.1% | N/A | 0.070% | |
| 2/18/2025 | GTS Securities LLC | 32,593 | $497K | 0.0% | -55.9% | 0.170% | |
| 2/17/2025 | Citadel Advisors LLC | 20,115 | $307K | 0.0% | +12.5% | 0.105% | |
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| 2/13/2025 | Raymond James Financial Inc. | 1,114,413 | $16.98M | 0.0% | N/A | 5.819% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 119,982 | $1.83M | 0.0% | -2.8% | 0.627% | |
| 2/12/2025 | Worth Financial Advisory Group LLC | 67,025 | $1.02M | 0.6% | +6.6% | 0.350% | |
| 2/11/2025 | LPL Financial LLC | 973,634 | $14.84M | 0.0% | +4.7% | 5.084% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 1,059,577 | $16.15M | 0.0% | -0.4% | 5.533% | |
| 2/7/2025 | Sequoia Financial Advisors LLC | 1,419,323 | $21.63M | 0.2% | N/A | 7.412% | |
| 2/6/2025 | Raymond James Financial Inc. | 1,114,413 | $16.98M | 0.0% | N/A | 5.819% | |
| 2/6/2025 | Proficio Capital Partners LLC | 87,117 | $1.33M | 0.0% | N/A | 0.455% | |
| 2/6/2025 | Atria Investments Inc | 85,240 | $1.30M | 0.0% | -18.0% | 0.445% | |
| 2/5/2025 | Proficio Capital Partners LLC | 87,117 | $1.33M | 0.0% | N/A | 0.455% | |
| 2/3/2025 | Private Advisor Group LLC | 239,011 | $3.64M | 0.0% | +10.1% | 1.248% | |
| 2/3/2025 | Good Life Advisors LLC | 12,986 | $198K | 0.0% | -50.0% | 0.068% | |
| 1/31/2025 | Truist Financial Corp | 119,593 | $1.82M | 0.0% | -2.8% | 0.625% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 15,628 | $238K | 0.0% | +9.2% | 0.082% | |
| 11/1/2024 | Atria Investments Inc | 103,896 | $1.60M | 0.0% | -2.0% | 0.543% | |
| 10/25/2024 | Worth Financial Advisory Group LLC | 62,899 | $971K | 0.6% | +6.2% | 0.328% | |
| 10/22/2024 | International Assets Investment Management LLC | 429,221 | $6.63M | 0.0% | +21,632.7% | 2.241% | |
| 10/22/2024 | Private Advisor Group LLC | 217,123 | $3.35M | 0.0% | +0.7% | 1.134% | |
| 10/18/2024 | Raymond James & Associates | 232,558 | $3.59M | 0.0% | -15.2% | 1.214% | |
| 10/16/2024 | Good Life Advisors LLC | 25,968 | $401K | 0.0% | +111.3% | 0.136% | |
| 8/21/2024 | Truist Financial Corp | 75,186 | $1.08M | 0.0% | +9.7% | 0.393% | |
| 8/5/2024 | Private Advisor Group LLC | 215,634 | $3.10M | 0.0% | -1.4% | 1.126% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 1,056,618 | $15.18M | 0.0% | +0.9% | 5.518% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,975 | $28K | 0.0% | N/A | 0.010% | |
| 7/26/2024 | Worth Financial Advisory Group LLC | 59,205 | $851K | 0.6% | -2.8% | 0.309% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 834,829 | $12.00M | 0.0% | +34.5% | 4.359% | |
| 5/21/2024 | Atria Investments Inc | 101,620 | $1.48M | 0.0% | +3.0% | 0.531% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 60,923 | $886K | 0.6% | +26.1% | 0.320% | |
| 4/30/2024 | Private Advisor Group LLC | 218,603 | $3.18M | 0.0% | -23.0% | 1.149% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,046,965 | $15.23M | 0.0% | -7.4% | 5.502% | |
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| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 620,701 | $9.03M | 0.0% | -3.2% | 3.262% | |
| 8/10/2023 | Private Advisor Group LLC | 95,239 | $1.20M | 0.0% | +15.9% | 0.629% | |
| 8/4/2023 | Atria Investments Inc | 85,698 | $1.08M | 0.0% | N/A | 0.566% | |
| 8/1/2023 | Truist Financial Corp | 45,728 | $577K | 0.0% | +11.3% | 0.302% | |
| 7/31/2023 | LPL Financial LLC | 757,761 | $9.56M | 0.0% | +101.9% | 5.002% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 533,338 | $6.73M | 0.0% | +1.2% | 3.520% | |
| 7/25/2023 | Raymond James & Associates | 260,510 | $3.29M | 0.0% | +97.0% | 1.720% | |
| 5/10/2023 | Private Advisor Group LLC | 82,168 | $992K | 0.0% | N/A | 0.618% | |
| 5/10/2023 | LPL Financial LLC | 375,285 | $4.53M | 0.0% | +657.3% | 2.822% | |
| 5/5/2023 | Truist Financial Corp | 41,096 | $496K | 0.0% | +56.5% | 0.309% | |
| 5/2/2023 | Arkadios Wealth Advisors | 93,207 | $1.13M | 0.1% | N/A | 0.701% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 527,202 | $6.36M | 0.0% | -0.8% | 3.964% | |
| 4/14/2023 | Raymond James & Associates | 132,252 | $1.60M | 0.0% | N/A | 0.994% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 531,442 | $6.29M | 0.0% | N/A | 4.191% | |
| 2/7/2023 | LPL Financial LLC | 49,556 | $587K | 0.0% | +241.2% | 0.391% | |
| 2/7/2023 | IFP Advisors Inc | 13,400 | $173K | 0.0% | N/A | 0.106% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 27,652 | $327K | 0.0% | N/A | 0.218% | |
| 1/19/2023 | Adviser Investments LLC | 41,879 | $509K | 0.0% | +5.9% | 0.342% | |
| 11/15/2022 | Bison Wealth LLC | 26,778 | $302K | 0.1% | -33.8% | 0.229% | |
| 8/11/2022 | Perigon Wealth Management LLC | 17,539 | $210K | 0.0% | N/A | 0.154% | |
| 7/22/2022 | Bison Wealth LLC | 40,440 | $484K | 0.3% | N/A | 0.356% | |
