| 8/17/2019 | Ladenburg Thalmann Financial Services Inc. | 1,152 | $29K | 0.0% | -89.8% | 0.027% | |
| 8/15/2019 | Outlook Wealth Advisors LLC | 25,474 | $0.64M | 0.4% | -27.2% | 0.595% | |
| 8/15/2019 | HBK Sorce Advisory LLC | 309,490 | $7.81M | 0.7% | -3.3% | 7.231% | |
| 8/15/2019 | UBS Asset Management Americas Inc. | 3,751 | $95K | 0.0% | N/A | 0.088% | |
| 8/14/2019 | Morgan Stanley | 712,322 | $17.97M | 0.0% | -3.1% | 16.643% | |
| 8/14/2019 | Bank of America Corp DE | 137,834 | $3.48M | 0.0% | -16.8% | 3.220% | |
| 8/14/2019 | Private Advisor Group LLC | 145,127 | $3.66M | 0.1% | +0.8% | 3.391% | |
| 8/9/2019 | Citizens Financial Group Inc RI | 53,125 | $1.34M | 0.1% | +47.1% | 1.241% | |
| 8/9/2019 | Johnson Financial Group Inc. | 46,884 | $1.18M | 0.1% | +1.1% | 1.095% | |
| 8/6/2019 | Wells Fargo & Company MN | 276,529 | $6.98M | 0.0% | +27.3% | 6.386% | |
| 8/6/2019 | Advisors Preferred LLC | 1,548 | $39K | 0.0% | +73.0% | 0.036% | |
| 6/30/2019 | Regal Investment Advisors LLC | 95,589 | $2.41M | 0.5% | +9.6% | 2.163% | |
| 5/13/2019 | Private Advisor Group LLC | 143,943 | $3.62M | 0.1% | +5.8% | 3.005% | |
| 5/9/2019 | Citizens Financial Group Inc RI | 36,119 | $0.91M | 0.1% | N/A | 0.754% | |
| 5/9/2019 | Regal Investment Advisors LLC | 87,191 | $2.19M | 0.4% | +2.3% | 1.816% | |
| 5/7/2019 | Aveo Capital Partners LLC | 168,388 | $4.23M | 2.0% | N/A | 3.508% | |
| 5/6/2019 | Outlook Wealth Advisors LLC | 34,978 | $0.88M | 0.7% | N/A | 0.729% | |
| 4/24/2019 | Burt Wealth Advisors | 13,464 | $0.34M | 0.2% | -54.5% | 0.275% | |
| 4/17/2019 | SimpliFi Inc. | 53,183 | $1.34M | 0.8% | -84.3% | 1.085% | |
| 2/15/2019 | Jane Street Group LLC | 82,469 | $1.88M | 0.0% | N/A | 1.633% | |
| 2/14/2019 | Bank of America Corp DE | 419,967 | $9.56M | 0.0% | -28.5% | 8.399% | |
| 2/14/2019 | Brinker Capital Inc. | 46,083 | $1.05M | 0.0% | N/A | 0.922% | |
| 2/11/2019 | Raymond James & Associates | 30,560 | $0.70M | 0.0% | +42.7% | 0.605% | |
| 2/11/2019 | Private Advisor Group LLC | 136,029 | $3.10M | 0.1% | +14.4% | 2.694% | |
| 2/8/2019 | Burt Wealth Advisors | 29,581 | $0.67M | 0.3% | +120.5% | 0.580% | |
| 2/7/2019 | LPL Financial LLC | 11,091 | $0.25M | 0.0% | -45.8% | 0.217% | |
| 2/4/2019 | Regal Investment Advisors LLC | 85,203 | $1.94M | 0.4% | -7.0% | 1.623% | |
| 1/22/2019 | SimpliFi Inc. | 339,684 | $7.73M | 5.6% | +2.3% | 6.290% | |
| 11/20/2018 | Morgan Stanley | 1,249,805 | $33.07M | 0.0% | +2.7% | 21.736% | |
| 11/14/2018 | LPL Financial LLC | 20,470 | $0.54M | 0.0% | +23.9% | 0.372% | |
| 11/13/2018 | Citadel Advisors LLC | 42,024 | $1.11M | 0.0% | +39.9% | 0.764% | |
| 11/13/2018 | Sowell Financial Services LLC | 25,491 | $1.21M | 0.2% | N/A | 0.463% | |
| 11/5/2018 | Regal Investment Advisors LLC | 91,596 | $2.42M | 0.5% | +88.1% | 1.650% | |
| 11/2/2018 | Wells Fargo & Company MN | 129,484 | $3.43M | 0.0% | -18.2% | 2.333% | |
| 11/1/2018 | Private Advisor Group LLC | 118,909 | $3.15M | 0.1% | +710.3% | 2.143% | |
| 10/30/2018 | Burt Wealth Advisors | 13,415 | $0.36M | 0.2% | -14.1% | 0.242% | |
| 10/17/2018 | SimpliFi Inc. | 332,125 | $8.79M | 6.1% | +80.8% | 5.931% | |
| 9/5/2018 | Wealth & Pension Services Group Inc. | 28,752 | $0.77M | 1.0% | N/A | 0.523% | |
| 8/14/2018 | Bank of America Corp DE | 568,117 | $15.13M | 0.0% | -29.0% | 10.424% | |
| 8/14/2018 | Raymond James & Associates | 20,769 | $0.55M | 0.0% | -13.6% | 0.381% | |
| 8/13/2018 | BB&T Securities LLC | 23,400 | $0.62M | 0.0% | +144.3% | 0.429% | |
| 8/11/2018 | Citadel Advisors LLC | 30,036 | $0.80M | 0.0% | +109.0% | 0.551% | |
| 8/10/2018 | Regal Investment Advisors LLC | 48,689 | $1.30M | 0.4% | -46.6% | 0.893% | |
| 8/9/2018 | Private Advisor Group LLC | 14,675 | $0.39M | 0.0% | -78.8% | 0.269% | |
| 8/7/2018 | Advisors Preferred LLC | 6,307 | $0.17M | 0.1% | +61.8% | 0.116% | |
| 8/2/2018 | SimpliFi Inc. | 183,744 | $4.89M | 3.9% | N/A | 3.371% | |
| 7/31/2018 | Commonwealth Equity Services LLC | 12,268 | $0.33M | 0.0% | +36.8% | 0.225% | |
| 7/30/2018 | Raymond James Financial Services Advisors Inc. | 104,561 | $2.79M | 0.0% | +44.0% | 1.919% | |
| 5/15/2018 | Ladenburg Thalmann Financial Services Inc. | 9,250 | $0.24M | 0.0% | N/A | 0.171% | |
| 5/15/2018 | Jane Street Group LLC | 31,166 | $0.81M | 0.0% | N/A | 0.577% | |
| 5/15/2018 | UBS Group AG | 329,958 | $8.57M | 0.0% | +73.5% | 6.110% | |
| 5/14/2018 | Commonwealth Equity Services LLC | 8,971 | $0.23M | 0.0% | N/A | 0.166% | |
| 5/11/2018 | Citadel Advisors LLC | 14,369 | $0.37M | 0.0% | -66.9% | 0.271% | |
| 5/9/2018 | Private Advisor Group LLC | 69,076 | $1.79M | 0.1% | +313.4% | 1.303% | |
| 5/2/2018 | Advisors Preferred LLC | 3,899 | $0.10M | 0.0% | +145.8% | 0.074% | |
| 5/2/2018 | Wells Fargo & Company MN | 225,742 | $5.86M | 0.0% | +50.5% | 4.300% | |
| 2/15/2018 | BB&T Securities LLC | 8,786 | $0.23M | 0.0% | N/A | 0.187% | |
| 2/9/2018 | Citadel Advisors LLC | 43,452 | $1.15M | 0.0% | N/A | 0.945% | |
| 2/9/2018 | Virtu Financial LLC | 11,706 | $0.31M | 0.0% | N/A | 0.252% | |
| 2/8/2018 | Wells Fargo & Company MN | 150,032 | $3.97M | 0.0% | -25.6% | 3.262% | |
| 2/8/2018 | Private Advisor Group LLC | 16,710 | $0.45M | 0.0% | -75.9% | 0.363% | |
| 2/7/2018 | Regal Investment Advisors LLC | 73,340 | $1.94M | 0.4% | +14.9% | 1.594% | |
