| 5/5/2025 | Csenge Advisory Group | 14,983 | $484K | 0.0% | N/A | 2.583% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 1,375 | $45K | 0.0% | -32.3% | 0.237% | |
| 2/17/2025 | Bank of America Corp DE | 1,646 | $54K | 0.0% | N/A | 0.249% | |
| 2/14/2025 | Jane Street Group LLC | 23,794 | $784K | 0.0% | -35.6% | 3.605% | |
| 2/13/2025 | Insigneo Advisory Services LLC | 6,204 | $204K | 0.0% | -22.2% | 0.940% | |
| 11/15/2024 | Jane Street Group LLC | 36,942 | $1.19M | 0.0% | -43.4% | 5.597% | |
| 8/14/2024 | Insigneo Advisory Services LLC | 8,226 | $260K | 0.0% | N/A | 1.246% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 18,807 | $617K | 0.0% | -6.0% | 2.850% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 20,018 | $648K | 0.0% | -22.8% | 3.033% | |
| 4/24/2024 | Spire Wealth Management | 4,550 | $147K | 0.0% | -26.0% | 0.722% | |
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| 4/5/2024 | Juncture Wealth Strategies LLC | 8,700 | $281K | 0.1% | -22.7% | 0.845% | |
| 2/12/2024 | Hilltop Holdings Inc. | 12,075 | $380K | 0.0% | +3.6% | 1.172% | |
| 2/6/2024 | Spire Wealth Management | 6,150 | $202K | 0.0% | -23.8% | 0.597% | |
| 11/8/2023 | Spire Wealth Management | 8,073 | $274K | 0.0% | -9.6% | 0.784% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 16,512 | $560K | 0.0% | +5.8% | 1.603% | |
| 7/31/2023 | LPL Financial LLC | 14,386 | $468K | 0.0% | -21.2% | 1.397% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 9,136 | $297K | 0.0% | -40.6% | 0.737% | |
| 7/12/2023 | Juncture Wealth Strategies LLC | 11,473 | $374K | 0.2% | -17.3% | 0.925% | |
| 7/10/2023 | OneAscent Financial Services LLC | 17,317 | $564K | 0.3% | -3.0% | 1.397% | |
| 5/5/2023 | Juncture Wealth Strategies LLC | 13,868 | $446K | 0.2% | -33.1% | 1.043% | |
| 4/18/2023 | IFP Advisors Inc | 8,566 | $246K | 0.0% | -17.2% | 0.644% | |
| 4/17/2023 | OneAscent Financial Services LLC | 17,844 | $574K | 0.2% | -85.2% | 1.342% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 118,035 | $3.89M | 0.0% | +1.3% | 7.715% | |
| 2/8/2023 | UBS Group AG | 4,292 | $141K | 0.0% | +21.6% | 0.281% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 16,827 | $555K | 0.0% | -73.2% | 1.100% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 11,851 | $390K | 0.0% | N/A | 0.775% | |
| 2/7/2023 | LPL Financial LLC | 16,047 | $529K | 0.0% | +4.4% | 1.049% | |
| 2/7/2023 | IFP Advisors Inc | 10,350 | $301K | 0.0% | -19.8% | 0.676% | |
| 2/3/2023 | Spire Wealth Management | 8,922 | $294K | 0.0% | N/A | 0.583% | |
| 2/1/2023 | Janney Montgomery Scott LLC | 13,272 | $437K | 0.0% | -16.9% | 0.867% | |
| 1/30/2023 | PFG Advisors | 25,443 | $839K | 0.1% | +160.0% | 1.663% | |
| 1/20/2023 | Secure Asset Management LLC | 54,261 | $1.79M | 0.6% | +132.7% | 2.902% | |
| 1/18/2023 | Juncture Wealth Strategies LLC | 20,724 | $683K | 0.3% | -4.6% | 1.108% | |
| 1/12/2023 | OneAscent Financial Services LLC | 120,845 | $3.98M | 1.7% | -14.9% | 6.462% | |
| 11/22/2022 | IHT Wealth Management LLC | 84,522 | $2.64M | 0.2% | N/A | 3.913% | |
| 11/14/2022 | MML Investors Services LLC | 25,257 | $789K | 0.0% | N/A | 1.169% | |
| 11/8/2022 | IFP Advisors Inc | 12,904 | $375K | 0.0% | -27.1% | 0.597% | |
| 11/8/2022 | Cambridge Trust Co. | 2,000 | $63K | 0.0% | N/A | 0.093% | |
| 11/2/2022 | OneAscent Financial Services LLC | 142,037 | $4.44M | 1.8% | +539.3% | 6.576% | |
| 11/1/2022 | Atria Investments LLC | 143,351 | $4.48M | 0.1% | N/A | 6.637% | |
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| 10/25/2022 | Janney Montgomery Scott LLC | 15,967 | $499K | 0.0% | N/A | 0.739% | |
| 10/25/2022 | AE Wealth Management LLC | 11,710 | $366K | 0.0% | N/A | 0.542% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 62,877 | $1.97M | 0.0% | +335.2% | 2.911% | |
| 10/14/2022 | PFG Advisors | 9,786 | $306K | 0.0% | N/A | 0.453% | |
| 10/12/2022 | Secure Asset Management LLC | 23,314 | $729K | 0.4% | +20.6% | 1.079% | |
| 9/16/2022 | Private Trust Co. NA | 1,400 | $43K | 0.0% | N/A | 0.067% | |
| 8/16/2022 | Ibex Wealth Advisors | 158,694 | $4.90M | 1.1% | N/A | 7.557% | |
| 8/8/2022 | OneAscent Financial Services LLC | 22,217 | $686K | 0.3% | N/A | 1.058% | |
| 8/2/2022 | Advisory Services Network LLC | 9,535 | $294K | 0.0% | N/A | 0.458% | |
| 7/28/2022 | Whittier Trust Co. | 3,113 | $96K | 0.0% | N/A | 0.150% | |
| 7/20/2022 | Secure Asset Management LLC | 19,325 | $597K | 0.3% | +20.7% | 0.929% | |
| 7/14/2022 | Juncture Wealth Strategies LLC | 21,724 | $671K | 0.3% | N/A | 1.044% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 14,448 | $446K | 0.0% | N/A | 0.695% | |
| 7/8/2022 | Worth Asset Management LLC | 6,010 | $186K | 0.1% | +19.7% | 0.268% | |
| 5/10/2022 | ProShare Advisors LLC | 39,657 | $1.26M | 0.0% | +23.8% | 2.403% | |
| 5/9/2022 | Wolff Wiese Magana LLC | 3,280 | $105K | 0.1% | -12.1% | 0.199% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 32,003 | $1.03M | 0.0% | -7.2% | 1.988% | |
| 4/19/2022 | Secure Asset Management LLC | 16,015 | $513K | 0.2% | -17.0% | 1.186% | |
| 2/14/2022 | Ambassador Advisors LLC | 6,933 | $213K | 0.0% | -51.9% | 0.542% | |
| 2/8/2022 | ProShare Advisors LLC | 32,046 | $983K | 0.0% | -19.6% | 2.210% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 34,500 | $1.06M | 0.0% | -16.7% | 2.379% | |
| 1/24/2022 | Secure Asset Management LLC | 19,287 | $591K | 0.2% | +15.8% | 1.330% | |
| 11/16/2021 | Ambassador Advisors LLC | 14,420 | $426K | 0.1% | -9.2% | 1.023% | |
| 11/16/2021 | Jane Street Group LLC | 98,030 | $2.90M | 0.0% | +210.7% | 6.952% | |
| 11/12/2021 | OLD Mission Capital LLC | 9,677 | $286K | 0.0% | N/A | 0.686% | |
| 11/5/2021 | PFG Advisors | 15,384 | $455K | 0.1% | -9.2% | 1.091% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 41,437 | $1.23M | 0.0% | -24.0% | 2.939% | |
| 10/28/2021 | Secure Asset Management LLC | 16,652 | $492K | 0.2% | -2.5% | 1.271% | |
| 8/13/2021 | LPL Financial LLC | 49,979 | $1.49M | 0.0% | +10.9% | 4.031% | |
| 8/13/2021 | ProShare Advisors LLC | 50,603 | $1.51M | 0.0% | -10.0% | 4.081% | |
| 8/12/2021 | Advisory Services Network LLC | 1,115 | $33K | 0.0% | N/A | 0.090% | |
| 8/2/2021 | Advisor Group Holdings Inc. | 54,521 | $1.63M | 0.0% | N/A | 4.397% | |
| 7/31/2021 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,000 | $299K | 0.1% | N/A | 0.806% | |
| 7/31/2021 | Secure Asset Management LLC | 17,080 | $510K | 0.3% | +9.8% | 1.377% | |
| 5/24/2021 | Kingsview Wealth Management LLC | 17,674 | $519K | 0.0% | N/A | 1.202% | |
| 5/18/2021 | Citadel Advisors LLC | 10,898 | $325K | 0.0% | N/A | 0.795% | |
| 5/13/2021 | Ambassador Advisors LLC | 27,122 | $810K | 0.2% | +36.1% | 2.712% | |
