| 1/20/2021 | Bartlett & Co. LLC | 89,901 | $1.95M | 0.0% | +27.0% | 0.836% | |
| 1/19/2021 | Meridian Wealth Management LLC | 12,925 | $0.28M | 0.0% | +11.0% | 0.120% | |
| 1/13/2021 | Pinnacle Financial Partners Inc. | 89,459 | $1.94M | 0.1% | -5.8% | 0.836% | |
| 12/4/2020 | Van ECK Associates Corp | 81,484 | $1.74M | 0.0% | +17.7% | 0.762% | |
| 11/19/2020 | Rehmann Capital Advisory Group | 13,392 | $0.29M | 0.0% | +36.5% | 0.128% | |
| 11/17/2020 | Jane Street Group LLC | 23,558 | $0.50M | 0.0% | -10.4% | 0.225% | |
| 11/13/2020 | Morgan Stanley | 89,959 | $1.92M | 0.0% | -5.2% | 0.869% | |
| 11/13/2020 | Change Path LLC | 29,475 | $0.63M | 0.1% | +21.5% | 0.285% | |
| 11/10/2020 | US Bancorp DE | 1,969 | $42K | 0.0% | -25.0% | 0.019% | |
| 11/9/2020 | LPL Financial LLC | 155,893 | $3.34M | 0.0% | +5.2% | 1.506% | |
|
| 11/6/2020 | Janney Montgomery Scott LLC | 13,132 | $0.28M | 0.0% | -6.6% | 0.127% | |
| 11/6/2020 | STA Wealth Management LLC | 272,980 | $5.84M | 1.4% | +126.1% | 2.637% | |
| 11/5/2020 | WASHINGTON TRUST Co | 8,505 | $0.18M | 0.0% | N/A | 0.082% | |
| 11/5/2020 | Cardan Capital Partners LLC | 152,339 | $3.26M | 0.4% | -17.8% | 1.472% | |
| 11/5/2020 | Wells Fargo & Company MN | 157,156 | $3.36M | 0.0% | +0.4% | 1.518% | |
| 11/4/2020 | NewSquare Capital LLC | 84,825 | $1.81M | 0.3% | +90.7% | 0.820% | |
| 11/4/2020 | Ausdal Financial Partners Inc. | 60,723 | $1.30M | 0.3% | +1.7% | 0.587% | |
| 11/4/2020 | Raymond James Financial Services Advisors Inc. | 205,548 | $4.40M | 0.0% | +0.4% | 1.996% | |
| 11/4/2020 | Raymond James & Associates | 83,309 | $1.78M | 0.0% | -52.6% | 0.809% | |
| 10/29/2020 | Cambridge Investment Research Advisors Inc. | 15,711 | $0.34M | 0.0% | +34.7% | 0.153% | |
| 10/27/2020 | Pinnacle Financial Partners Inc. | 94,988 | $2.03M | 0.1% | -1.1% | 0.927% | |
| 10/20/2020 | Bartlett & Co. LLC | 70,776 | $1.51M | 0.0% | +22.9% | 0.694% | |
| 10/19/2020 | Confluence Investment Management LLC | 672,993 | $14.40M | 0.2% | -3.1% | 6.598% | |
| 10/13/2020 | Cornerstone Wealth Management LLC | 15,369 | $0.33M | 0.0% | +28.9% | 0.151% | |
| 10/9/2020 | Envestnet Asset Management Inc. | 18,920 | $0.41M | 0.0% | +27.5% | 0.185% | |
| 10/7/2020 | Howard Capital Management Inc. | 117,508 | $2.51M | 0.6% | +78.0% | 1.158% | |
| 8/17/2020 | Jane Street Group LLC | 26,281 | $0.56M | 0.0% | -84.5% | 0.271% | |
| 8/14/2020 | Bank of America Corp DE | 757,039 | $16.01M | 0.0% | +9.9% | 7.805% | |
| 8/14/2020 | Stifel Financial Corp | 48,850 | $1.03M | 0.0% | -43.5% | 0.504% | |
| 8/14/2020 | Advisor Group Holdings Inc. | 40,958 | $0.87M | 0.0% | -5.9% | 0.422% | |
| 8/12/2020 | Bank of New York Mellon Corp | 52,796 | $1.12M | 0.0% | -41.7% | 0.544% | |
| 8/12/2020 | Commonwealth Equity Services LLC | 63,549 | $1.34M | 0.0% | -6.5% | 0.655% | |
| 8/11/2020 | Macroview Investment Management LLC | 2,809 | $59K | 0.1% | -45.7% | 0.029% | |
| 8/6/2020 | Ausdal Financial Partners Inc. | 59,689 | $1.26M | 0.4% | +1.3% | 0.615% | |
| 8/6/2020 | Tortoise Investment Management LLC | 27,883 | $0.59M | 0.2% | +7.7% | 0.287% | |
| 8/5/2020 | NewSquare Capital LLC | 44,480 | $0.94M | 0.2% | -3.8% | 0.459% | |
| 8/3/2020 | Bartlett & Co. LLC | 57,576 | $1.22M | 0.0% | +20.8% | 0.594% | |
| 7/31/2020 | UBS Group AG | 347,575 | $7.35M | 0.0% | -4.5% | 3.565% | |
| 7/28/2020 | Pinnacle Financial Partners Inc. | 96,029 | $2.03M | 0.1% | +6.1% | 0.990% | |
| 7/28/2020 | Raymond James & Associates | 175,905 | $3.72M | 0.0% | +153.3% | 1.813% | |
| 7/27/2020 | Cambridge Investment Research Advisors Inc. | 11,667 | $0.25M | 0.0% | N/A | 0.120% | |
| 7/23/2020 | Janney Montgomery Scott LLC | 14,056 | $0.30M | 0.0% | +8.1% | 0.145% | |
| 7/17/2020 | Raymond James Financial Services Advisors Inc. | 204,784 | $4.33M | 0.0% | +3.1% | 2.111% | |
| 7/16/2020 | Cornerstone Wealth Management LLC | 11,926 | $0.25M | 0.0% | +11.7% | 0.123% | |
| 7/15/2020 | Cardan Capital Partners LLC | 185,287 | $3.92M | 0.6% | -0.5% | 1.910% | |
| 7/14/2020 | Redhawk Wealth Advisors Inc. | 26,717 | $0.57M | 0.2% | +8.0% | 0.275% | |
| 7/13/2020 | Howard Capital Management Inc. | 66,031 | $1.39M | 0.4% | +23.1% | 0.681% | |
| 7/1/2020 | Confluence Investment Management LLC | 694,793 | $14.70M | 0.2% | -2.2% | 7.163% | |
| 5/26/2020 | Morgan Stanley | 109,438 | $2.24M | 0.0% | -48.3% | 1.105% | |
| 5/18/2020 | Advisor Group Holdings Inc. | 43,532 | $0.89M | 0.0% | N/A | 0.440% | |
| 5/15/2020 | Jane Street Group LLC | 169,154 | $3.46M | 0.0% | +182.9% | 1.709% | |
| 5/15/2020 | Morgan Stanley | 109,438 | $2.24M | 0.0% | -48.3% | 1.105% | |
| 5/14/2020 | Wells Fargo & Company MN | 160,945 | $3.29M | 0.0% | -16.8% | 1.626% | |
| 5/13/2020 | PFS Investments Inc. | 29,060 | $0.59M | 0.0% | +23.6% | 0.294% | |
| 5/13/2020 | Proequities Inc. | 2,151 | $44K | 0.0% | +353.8% | 0.021% | |
| 5/13/2020 | Cornerstone Wealth Management LLC | 10,675 | $0.22M | 0.0% | N/A | 0.106% | |
| 5/13/2020 | US Bancorp DE | 2,627 | $54K | 0.0% | N/A | 0.026% | |
| 5/12/2020 | Van ECK Associates Corp | 111,061 | $2.27M | 0.0% | +97.3% | 1.105% | |
| 5/12/2020 | V Wealth Advisors LLC | 36,225 | $0.74M | 0.2% | N/A | 0.360% | |
| 5/11/2020 | Commonwealth Equity Services LLC | 67,948 | $1.39M | 0.0% | -2.6% | 0.676% | |
| 5/11/2020 | Cardan Capital Partners LLC | 186,296 | $3.81M | 0.6% | -4.5% | 1.882% | |
| 5/8/2020 | NewSquare Capital LLC | 46,250 | $0.95M | 0.2% | +27.7% | 0.467% | |
| 5/7/2020 | Bartlett & Co. LLC | 47,671 | $0.97M | 0.0% | N/A | 0.482% | |
| 5/7/2020 | Benjamin Edwards Inc. | 1,283 | $26K | 0.0% | N/A | 0.013% | |
| 5/7/2020 | Benjamin F. Edwards & Company Inc. | 44,697 | $0.91M | 0.1% | -55.5% | 0.451% | |
| 5/6/2020 | Bank of New York Mellon Corp | 90,528 | $1.85M | 0.0% | -7.3% | 0.914% | |
| 5/6/2020 | Macroview Investment Management LLC | 5,175 | $0.11M | 0.2% | -17.9% | 0.052% | |
| 5/5/2020 | Tortoise Investment Management LLC | 25,883 | $0.53M | 0.2% | +36.6% | 0.261% | |
| 5/4/2020 | Ausdal Financial Partners Inc. | 58,928 | $1.19M | 0.4% | +2.2% | 0.595% | |
| 5/1/2020 | UBS Group AG | 363,837 | $7.43M | 0.0% | +12.2% | 3.675% | |
| 4/30/2020 | Janney Montgomery Scott LLC | 13,002 | $0.27M | 0.0% | -5.9% | 0.131% | |
| 4/29/2020 | CX Institutional | 11,801 | $0.24M | 0.0% | N/A | 0.119% | |
| 4/23/2020 | Envestnet Asset Management Inc. | 15,042 | $0.31M | 0.0% | -24.1% | 0.152% | |
| 4/23/2020 | Howard Capital Management Inc. | 53,642 | $1.09M | 0.5% | N/A | 0.542% | |
| 4/22/2020 | STA Wealth Management LLC | 23,795 | $0.49M | 0.1% | N/A | 0.240% | |
| 4/21/2020 | Raymond James & Associates | 69,452 | $1.42M | 0.0% | +10.1% | 0.702% | |
| 4/21/2020 | Raymond James Financial Services Advisors Inc. | 198,614 | $4.06M | 0.0% | +92.0% | 2.006% | |
| 4/17/2020 | Versant Capital Management Inc | 2,975 | $60K | 0.0% | +101.1% | 0.030% | |
| 4/16/2020 | Pinnacle Financial Partners Inc. | 90,549 | $1.85M | 0.1% | -32.4% | 0.915% | |
| 4/14/2020 | Redhawk Wealth Advisors Inc. | 24,730 | $0.51M | 0.2% | +69.3% | 0.250% | |
| 4/8/2020 | Confluence Investment Management LLC | 710,670 | $14.52M | 0.3% | +53.0% | 7.178% | |
| 2/25/2020 | Redhawk Wealth Advisors Inc. | 14,604 | $0.31M | 0.1% | N/A | 0.141% | |
| 2/14/2020 | Jane Street Group LLC | 59,795 | $1.26M | 0.0% | -66.0% | 0.595% | |
| 2/14/2020 | Bank of America Corp DE | 989,899 | $20.80M | 0.0% | +8.0% | 9.850% | |
| 2/14/2020 | Bank of New York Mellon Corp | 97,650 | $2.05M | 0.0% | +96.3% | 0.972% | |
| 2/14/2020 | UBS Group AG | 324,202 | $6.81M | 0.0% | +10.5% | 3.226% | |
| 2/13/2020 | Van ECK Associates Corp | 56,294 | $1.18M | 0.0% | +54.2% | 0.560% | |
| 2/13/2020 | Stifel Financial Corp | 274,187 | $5.76M | 0.0% | +43.2% | 2.728% | |
| 2/12/2020 | Advisor Group Inc. | 42,394 | $0.89M | 0.0% | +8.5% | 0.422% | |
| 2/12/2020 | Prospera Financial Services Inc | 9,510 | $0.20M | 0.0% | N/A | 0.095% | |
| 2/12/2020 | Raymond James & Associates | 63,101 | $1.33M | 0.0% | +15.0% | 0.628% | |
| 2/12/2020 | Raymond James Financial Services Advisors Inc. | 103,441 | $2.17M | 0.0% | -18.1% | 1.029% | |
| 2/11/2020 | Envestnet Asset Management Inc. | 19,820 | $0.42M | 0.0% | N/A | 0.197% | |
| 2/7/2020 | FMR LLC | 4,186 | $88K | 0.0% | +33.0% | 0.042% | |
| 2/6/2020 | Benjamin F. Edwards & Company Inc. | 100,553 | $2.11M | 0.1% | +82.8% | 1.001% | |
| 2/6/2020 | Pinnacle Financial Partners Inc. | 133,885 | $2.81M | 0.2% | -42.3% | 1.332% | |
| 2/5/2020 | Macroview Investment Management LLC | 6,305 | $0.13M | 0.3% | +21.8% | 0.063% | |
| 1/30/2020 | Cardan Capital Partners LLC | 194,984 | $4.10M | 0.5% | +4.1% | 1.940% | |
| 1/29/2020 | Confluence Investment Management LLC | 795,428 | $16.71M | 0.2% | +12.9% | 7.915% | |
| 1/21/2020 | Janney Montgomery Scott LLC | 13,820 | $0.29M | 0.0% | +21.5% | 0.139% | |
