| 11/13/2020 | Equitable Holdings Inc. | 53,620 | $1.88M | 0.0% | +0.9% | 1.676% | |
| 11/13/2020 | Morgan Stanley | 1,123,716 | $39.35M | 0.0% | +48.6% | 35.116% | |
| 11/13/2020 | Cambria Investment Management L.P. | 133,934 | $4.69M | 1.7% | -2.4% | 4.185% | |
| 11/10/2020 | Betterment LLC | 94,975 | $3.33M | 0.0% | -5.3% | 2.968% | |
| 11/9/2020 | O Dell Group LLC | 110,048 | $3.85M | 1.9% | -9.0% | 3.439% | |
| 11/9/2020 | Efficient Advisors LLC | 239,943 | $8.40M | 1.5% | -10.7% | 7.498% | |
| 11/5/2020 | Wells Fargo & Company MN | 14,692 | $0.51M | 0.0% | +10.0% | 0.459% | |
| 11/4/2020 | Prospera Financial Services Inc | 2,950 | $0.10M | 0.0% | N/A | 0.092% | |
| 11/4/2020 | Raymond James Financial Services Advisors Inc. | 14,800 | $0.52M | 0.0% | N/A | 0.463% | |
| 11/3/2020 | Perigon Wealth Management LLC | 31,962 | $1.12M | 0.2% | +2.5% | 0.999% | |
|
| 10/30/2020 | Jacobi Capital Management LLC | 12,536 | $0.44M | 0.1% | +97.4% | 0.392% | |
| 10/30/2020 | Steward Partners Investment Advisory LLC | 953 | $33K | 0.0% | -26.4% | 0.030% | |
| 10/29/2020 | Cambridge Investment Research Advisors Inc. | 20,790 | $0.73M | 0.0% | +254.5% | 0.650% | |
| 10/13/2020 | CX Institutional | 25,610 | $0.90M | 0.1% | +11.0% | 0.788% | |
| 10/13/2020 | Flagship Harbor Advisors LLC | 881 | $30K | 0.0% | -41.3% | 0.027% | |
| 8/17/2020 | Jane Street Group LLC | 27,443 | $0.96M | 0.0% | +211.3% | 0.930% | |
| 8/14/2020 | Bank of America Corp DE | 42,898 | $1.50M | 0.0% | +10.9% | 1.454% | |
| 8/14/2020 | Advisor Group Holdings Inc. | 13,759 | $0.48M | 0.0% | -9.5% | 0.466% | |
| 8/13/2020 | Equitable Holdings Inc. | 53,120 | $1.86M | 0.1% | -2.1% | 1.801% | |
| 8/10/2020 | Cambria Investment Management L.P. | 137,198 | $4.80M | 1.8% | -3.1% | 4.651% | |
| 8/7/2020 | O Dell Group LLC | 120,926 | $4.23M | 2.2% | -7.8% | 4.099% | |
| 8/6/2020 | CX Institutional | 23,065 | $0.81M | 0.1% | +8.3% | 0.782% | |
| 8/4/2020 | Jacobi Capital Management LLC | 6,350 | $0.22M | 0.0% | N/A | 0.215% | |
| 7/31/2020 | Flagship Harbor Advisors LLC | 1,502 | $52K | 0.0% | -56.1% | 0.051% | |
| 7/29/2020 | Perigon Wealth Management LLC | 31,192 | $1.09M | 0.2% | -16.8% | 1.057% | |
| 7/27/2020 | Cambridge Investment Research Advisors Inc. | 5,865 | $0.21M | 0.0% | -14.0% | 0.199% | |
| 7/8/2020 | Envestnet Asset Management Inc. | 7,982 | $0.28M | 0.0% | +20.4% | 0.266% | |
| 6/16/2020 | Royal Bank of Canada | 14,660 | $0.53M | 0.0% | -94.5% | 0.564% | |
| 5/26/2020 | Morgan Stanley | 842,263 | $30.53M | 0.0% | +26.2% | 32.395% | |
| 5/18/2020 | Lake Point Wealth Management | 344,904 | $12.50M | 11.0% | +0.4% | 12.318% | |
| 5/18/2020 | Advisor Group Holdings Inc. | 15,207 | $0.55M | 0.0% | N/A | 0.543% | |
| 5/15/2020 | Beacon Pointe Advisors LLC | 9,364 | $0.34M | 0.1% | N/A | 0.334% | |
| 5/15/2020 | Jane Street Group LLC | 8,815 | $0.32M | 0.0% | N/A | 0.315% | |
| 5/15/2020 | Morgan Stanley | 842,263 | $30.53M | 0.0% | +26.2% | 29.553% | |
| 5/15/2020 | Two Sigma Securities LLC | 6,767 | $0.25M | 0.0% | N/A | 0.237% | |
| 5/14/2020 | Wells Fargo & Company MN | 17,101 | $0.62M | 0.0% | +109.2% | 0.600% | |
| 5/13/2020 | Level Four Advisory Services LLC | 7,519 | $0.27M | 0.0% | -13.2% | 0.264% | |
| 5/12/2020 | Flagship Harbor Advisors LLC | 3,421 | $0.12M | 0.0% | -20.3% | 0.120% | |
| 5/12/2020 | O Dell Group LLC | 131,201 | $4.76M | 3.1% | -4.2% | 4.604% | |
| 5/8/2020 | Cambridge Investment Research Advisors Inc. | 6,818 | $0.25M | 0.0% | -6.5% | 0.239% | |
| 5/7/2020 | Cedar Brook Financial Partners LLC | 5,727 | $0.21M | 0.1% | N/A | 0.201% | |
| 5/1/2020 | UBS Group AG | 2,247 | $81K | 0.0% | -35.2% | 0.077% | |
| 4/30/2020 | Calton & Associates Inc. | 5,523 | $0.20M | 0.0% | -9.3% | 0.190% | |
| 4/29/2020 | CX Institutional | 21,306 | $0.77M | 0.1% | +33.0% | 0.710% | |
| 4/17/2020 | Perigon Wealth Management LLC | 37,486 | $1.35M | 0.3% | -7.4% | 1.209% | |
| 2/18/2020 | Equitable Holdings Inc. | 59,300 | $2.20M | 0.0% | N/A | 1.501% | |
| 2/18/2020 | Belpointe Asset Management LLC | 13,430 | $0.50M | 0.1% | +10.3% | 0.340% | |
| 2/18/2020 | Resonant Capital Advisors LLC | 81,119 | $3.01M | 0.9% | N/A | 2.054% | |
| 2/17/2020 | Ladenburg Thalmann Financial Services Inc. | 18,663 | $0.69M | 0.0% | -34.4% | 0.472% | |
| 2/14/2020 | Bank of America Corp DE | 37,985 | $1.41M | 0.0% | -33.5% | 0.962% | |
| 2/14/2020 | UBS Group AG | 3,466 | $0.13M | 0.0% | +370.9% | 0.088% | |
| 2/13/2020 | Level Four Advisory Services LLC | 8,665 | $0.32M | 0.0% | N/A | 0.219% | |
| 2/13/2020 | Bruderman Asset Management LLC | 37,200 | $1.38M | 0.4% | -10.6% | 0.942% | |
| 2/12/2020 | Cambria Investment Management L.P. | 153,385 | $5.69M | 1.5% | -1.5% | 3.883% | |
| 2/12/2020 | Advisor Group Inc. | 735 | $28K | 0.0% | +65.2% | 0.019% | |
| 2/11/2020 | Envestnet Asset Management Inc. | 6,902 | $0.26M | 0.0% | -62.6% | 0.175% | |
| 2/6/2020 | CLS Investments LLC | 1,105 | $41K | 0.0% | -20.5% | 0.028% | |
| 2/5/2020 | Csenge Advisory Group | 76,003 | $2.82M | 0.7% | +3.4% | 1.924% | |
| 2/5/2020 | Wealth Enhancement Advisory Services LLC | 12,366 | $0.46M | 0.0% | +35.8% | 0.313% | |
| 2/4/2020 | Dynamic Advisor Solutions LLC | 14,775 | $0.55M | 0.1% | -81.6% | 0.374% | |
| 1/31/2020 | Betterment LLC | 123,117 | $4.57M | 0.0% | -7.8% | 3.117% | |
| 1/27/2020 | Efficient Advisors LLC | 364,257 | $13.51M | 2.4% | -11.7% | 9.222% | |
| 1/22/2020 | Ambassador Advisors LLC | 15,922 | $0.59M | 0.1% | -97.5% | 0.403% | |
| 1/21/2020 | Paulson Wealth Management Inc. | 14,693 | $0.54M | 0.4% | -4.5% | 0.372% | |
| 1/17/2020 | Steward Partners Investment Advisory LLC | 1,294 | $48K | 0.0% | -63.9% | 0.033% | |
| 1/13/2020 | Perigon Wealth Management LLC | 40,490 | $1.51M | 0.3% | +5.0% | 1.025% | |
| 1/10/2020 | NewSquare Capital LLC | 15,660 | $0.58M | 0.1% | +3.6% | 0.396% | |
| 1/6/2020 | Rockland Trust Co. | 5,437 | $0.20M | 0.0% | -31.0% | 0.134% | |
| 11/27/2019 | Ambassador Advisors LLC | 635,665 | $24.19M | 5.4% | N/A | 12.464% | |
| 11/6/2019 | First Allied Advisory Services Inc. | 4,351 | $0.17M | 0.0% | N/A | 0.082% | |
| 11/5/2019 | Grimes & Company Inc. | 146,678 | $5.58M | 0.4% | -7.1% | 2.768% | |
| 10/30/2019 | Paulson Wealth Management Inc. | 15,385 | $0.59M | 0.4% | +60.7% | 0.290% | |
| 10/30/2019 | Steward Partners Investment Advisory LLC | 3,587 | $0.14M | 0.0% | -54.3% | 0.068% | |
| 10/25/2019 | Perigon Wealth Management LLC | 38,549 | $1.46M | 0.3% | -3.6% | 0.721% | |
| 10/22/2019 | Flagship Harbor Advisors LLC | 6,684 | $0.25M | 0.0% | -30.1% | 0.125% | |
| 10/17/2019 | Envestnet Asset Management Inc. | 18,443 | $0.70M | 0.0% | -21.5% | 0.345% | |
| 10/17/2019 | Beacon Harbor Wealth Advisors Inc. | 7,685 | $0.29M | 0.2% | N/A | 0.144% | |
| 10/15/2019 | NewSquare Capital LLC | 15,115 | $0.58M | 0.1% | +5.6% | 0.283% | |
| 10/11/2019 | Rockland Trust Co. | 7,882 | $0.30M | 0.0% | -27.3% | 0.147% | |
| 10/10/2019 | CX Institutional | 16,006 | $0.61M | 0.1% | +4.0% | 0.299% | |
| 10/10/2019 | Capital Asset Advisory Services LLC | 7,761 | $0.30M | 0.2% | N/A | 0.145% | |
| 8/20/2019 | NewSquare Capital LLC | 14,320 | $0.54M | 0.1% | +10.9% | 0.258% | |
| 8/17/2019 | Royal Bank of Canada | 283,433 | $10.71M | 0.0% | -8.1% | 5.061% | |
| 8/17/2019 | Ladenburg Thalmann Financial Services Inc. | 28,064 | $1.06M | 0.0% | +23.2% | 0.501% | |
| 8/16/2019 | Susquehanna International Group LLP | 62,508 | $2.36M | 0.0% | +361.5% | 1.116% | |
| 8/15/2019 | Cambridge Investment Research Advisors Inc. | 8,090 | $0.31M | 0.0% | -37.4% | 0.144% | |
| 8/15/2019 | Jane Street Group LLC | 19,225 | $0.73M | 0.0% | -36.4% | 0.343% | |
| 8/14/2019 | Morgan Stanley | 809,202 | $30.58M | 0.0% | -26.3% | 14.450% | |
| 8/14/2019 | Bank of America Corp DE | 56,541 | $2.14M | 0.0% | -8.3% | 1.010% | |
| 8/14/2019 | Q3 Asset Management | 53,415 | $1.61M | 3.8% | N/A | 0.954% | |
| 8/13/2019 | AXA | 56,360 | $2.13M | 0.0% | +2.8% | 1.006% | |
| 8/7/2019 | Efficient Advisors LLC | 564,828 | $21.35M | 3.7% | -3.4% | 10.086% | |
| 8/6/2019 | Wells Fargo & Company MN | 13,032 | $0.49M | 0.0% | -48.5% | 0.233% | |
| 8/5/2019 | Perigon Wealth Management LLC | 39,974 | $1.51M | 0.4% | +3.0% | 0.714% | |
| 8/2/2019 | Wealth Enhancement Advisory Services LLC | 9,106 | $0.35M | 0.0% | N/A | 0.163% | |
| 8/2/2019 | Envestnet Asset Management Inc. | 23,504 | $0.89M | 0.0% | -87.9% | 0.420% | |
| 7/30/2019 | Grimes & Company Inc. | 157,881 | $5.97M | 0.5% | -5.9% | 2.819% | |
| 7/30/2019 | Csenge Advisory Group | 72,794 | $2.75M | 0.9% | -7.8% | 1.300% | |
| 7/30/2019 | Paulson Wealth Management Inc. | 9,574 | $0.36M | 0.3% | -73.0% | 0.171% | |
| 6/30/2019 | Steward Partners Investment Advisory LLC | 7,853 | $0.30M | 0.0% | -79.2% | 0.140% | |
