| 5/16/2025 | Jones Financial Companies Lllp | 31,568 | $3.10M | 0.0% | N/A | 3.394% | |
| 5/12/2025 | Citigroup Inc. | 79,719 | $7.82M | 0.0% | +33.5% | 8.572% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 885 | $87K | 0.0% | +34.1% | 0.098% | |
| 5/7/2025 | LPL Financial LLC | 79,410 | $7.79M | 0.0% | +152.1% | 8.823% | |
| 4/9/2025 | NBC Securities Inc. | 1,186 | $116K | 0.0% | +118,500.0% | 0.132% | |
| 2/17/2025 | Two Sigma Investments LP | 4,400 | $397K | 0.0% | +22.2% | 0.484% | |
| 2/17/2025 | CoreCap Advisors LLC | 11,277 | $1.02M | 0.0% | +1.8% | 1.239% | |
| 2/17/2025 | Bank of America Corp DE | 10,387 | $937K | 0.0% | -61.1% | 1.141% | |
| 2/17/2025 | Ameriprise Financial Inc. | 2,218 | $200K | 0.0% | -6.0% | 0.244% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 9,497 | $856K | 0.0% | +33.0% | 1.044% | |
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| 2/13/2025 | Raymond James Financial Inc. | 21,677 | $1.96M | 0.0% | N/A | 2.382% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 2,548 | $230K | 0.0% | +8.6% | 0.280% | |
| 2/13/2025 | Wells Fargo & Company MN | 6,067 | $547K | 0.0% | -44.2% | 0.667% | |
| 2/12/2025 | National Bank of Canada FI | 475 | $43K | 0.0% | -38.9% | 0.052% | |
| 2/11/2025 | LPL Financial LLC | 31,503 | $2.84M | 0.0% | -7.3% | 3.462% | |
| 2/6/2025 | Raymond James Financial Inc. | 21,677 | $1.96M | 0.0% | N/A | 2.382% | |
| 1/14/2025 | Orser Capital Management LLC | 2,050 | $185K | 0.1% | -6.0% | 0.225% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,000 | $97K | 0.0% | +726.4% | 0.110% | |
| 11/15/2024 | National Bank of Canada FI | 778 | $75K | 0.0% | -24.4% | 0.085% | |
| 11/15/2024 | Jane Street Group LLC | 2,238 | $217K | 0.0% | -56.5% | 0.246% | |
| 11/15/2024 | Stifel Financial Corp | 3,002 | $291K | 0.0% | N/A | 0.330% | |
| 11/13/2024 | D.A. Davidson & CO. | 2,454 | $238K | 0.0% | N/A | 0.270% | |
| 11/13/2024 | Truvestments Capital LLC | 455 | $44K | 0.0% | N/A | 0.050% | |
| 8/16/2024 | Rockport Wealth LLC | 37,000 | $3.33M | 1.4% | N/A | 4.066% | |
| 8/8/2024 | CoreCap Advisors LLC | 11,182 | $1.01M | 0.1% | N/A | 1.229% | |
| 7/31/2024 | Spinnaker Trust | 6,693 | $602K | 0.0% | -18.0% | 0.735% | |
| 7/30/2024 | International Assets Investment Management LLC | 325 | $29K | 0.0% | N/A | 0.036% | |
| 7/19/2024 | Western Wealth Management LLC | 3,107 | $279K | 0.0% | -13.9% | 0.341% | |
| 7/9/2024 | Lynx Investment Advisory | 384 | $35K | 0.0% | N/A | 0.042% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 14,995 | $1.42M | 0.0% | +6.5% | 1.666% | |
| 2/9/2024 | WBI Investments LLC | 29,115 | $2.59M | 0.5% | +2.5% | 2.467% | |
| 2/6/2024 | National Bank of Canada FI | 1,304 | $117K | 0.0% | -30.4% | 0.111% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 14,076 | $1.25M | 0.0% | +9.8% | 1.193% | |
| 1/16/2024 | Raymond James & Associates | 2,521 | $224K | 0.0% | N/A | 0.214% | |
| 1/9/2024 | Orser Capital Management LLC | 2,210 | $197K | 0.2% | -78.2% | 0.187% | |
| 12/1/2023 | Fortis Group Advisors LLC | 10,677 | $923K | 0.3% | N/A | 0.905% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 6,929 | $577K | 0.0% | +67.2% | 0.587% | |
| 11/13/2023 | LPL Financial LLC | 46,421 | $3.86M | 0.0% | +8.7% | 3.934% | |
| 11/13/2023 | Kestra Advisory Services LLC | 4,909 | $409K | 0.0% | -9.8% | 0.416% | |
| 11/9/2023 | WBI Investments Inc. | 28,399 | $2.36M | 0.5% | +11.8% | 2.407% | |
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| 11/8/2023 | Western Wealth Management LLC | 3,804 | $317K | 0.0% | -5.6% | 0.322% | |
| 11/4/2023 | NBC Securities Inc. | 1,191 | $99K | 0.0% | N/A | 0.101% | |
| 11/2/2023 | Capital Investment Advisory Services LLC | 418 | $35K | 0.0% | +62.0% | 0.035% | |
| 10/30/2023 | Summit Trail Advisors LLC | 10,079 | $839K | 0.0% | N/A | 0.854% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 12,818 | $1.07M | 0.0% | +1.4% | 1.086% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 5,330 | $444K | 0.0% | -7.2% | 0.452% | |
| 10/11/2023 | Adviser Investments LLC | 5,445 | $453K | 0.0% | N/A | 0.461% | |
| 10/10/2023 | National Bank of Canada FI | 1,874 | $155K | 0.0% | -30.3% | 0.159% | |
| 10/10/2023 | Orser Capital Management LLC | 10,120 | $842K | 0.8% | -2.4% | 0.858% | |
| 8/30/2023 | Western Wealth Management LLC | 4,029 | $378K | 0.0% | -5.3% | 0.341% | |
| 8/9/2023 | Flow Traders U.S. LLC | 2,714 | $254K | 0.0% | N/A | 0.230% | |
| 8/7/2023 | WBI Investments Inc. | 25,403 | $2.38M | 0.4% | +102.2% | 2.153% | |
| 8/2/2023 | Bank of Montreal Can | 678 | $64K | 0.0% | N/A | 0.057% | |
| 8/1/2023 | Merit Financial Group LLC | 12,181 | $1.14M | 0.0% | -1.1% | 0.990% | |
| 7/31/2023 | LPL Financial LLC | 42,702 | $4.00M | 0.0% | +4.0% | 3.472% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 12,647 | $1.19M | 0.0% | +3.1% | 1.028% | |
| 7/11/2023 | Orser Capital Management LLC | 10,370 | $1.38M | 1.4% | +19.0% | 0.843% | |
| 5/26/2023 | Fortis Group Advisors LLC | 10,590 | $948K | 0.3% | N/A | 0.854% | |
| 5/10/2023 | LPL Financial LLC | 41,044 | $3.55M | 0.0% | -19.7% | 3.310% | |
| 5/9/2023 | Tower Research Capital LLC TRC | 3,437 | $297K | 0.0% | -62.8% | 0.277% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 396 | $34K | 0.0% | N/A | 0.032% | |
| 4/24/2023 | Merit Financial Group LLC | 12,312 | $1.07M | 0.0% | N/A | 0.993% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 12,271 | $1.06M | 0.0% | +8.8% | 0.959% | |
| 4/14/2023 | Raymond James & Associates | 2,563 | $222K | 0.0% | -31.7% | 0.200% | |
| 4/12/2023 | National Bank of Canada FI | 2,688 | $232K | 0.0% | +96.2% | 0.210% | |
| 4/11/2023 | Orser Capital Management LLC | 8,715 | $1.13M | 1.3% | +247.2% | 0.681% | |
| 2/17/2023 | Coppell Advisory Solutions Corp. | 9,689 | $822K | 0.3% | N/A | 0.757% | |
| 2/10/2023 | CoreCap Advisors LLC | 12,245 | $1.04M | 0.1% | +7.4% | 0.957% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 11,278 | $956K | 0.0% | +8.2% | 0.881% | |
| 2/8/2023 | Belpointe Asset Management LLC | 432 | $37K | 0.0% | -66.0% | 0.034% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 2,936 | $249K | 0.0% | -5.0% | 0.229% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 7,167 | $607K | 0.0% | -2.9% | 0.560% | |
| 2/7/2023 | LPL Financial LLC | 51,121 | $4.34M | 0.0% | +7.0% | 3.994% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 7,130 | $605K | 0.0% | +31.8% | 0.557% | |
| 2/1/2023 | CWM LLC | 300 | $25K | 0.0% | -72.8% | 0.023% | |
| 2/1/2023 | Great Valley Advisor Group Inc. | 3,937 | $334K | 0.0% | -12.7% | 0.308% | |
| 11/14/2022 | MML Investors Services LLC | 6,166 | $541K | 0.0% | N/A | 0.393% | |
| 11/10/2022 | Tower Research Capital LLC TRC | 8,629 | $758K | 0.0% | +6.5% | 0.550% | |
| 11/7/2022 | Western Wealth Management LLC | 8,678 | $763K | 0.0% | +11.8% | 0.553% | |
| 11/3/2022 | Spectrum Management Group LLC | 27,295 | $2.40M | 0.4% | N/A | 1.739% | |
| 11/1/2022 | Kestra Advisory Services LLC | 5,439 | $478K | 0.0% | +10.8% | 0.403% | |
| 10/28/2022 | Spinnaker Trust | 8,206 | $720K | 0.1% | -2.4% | 0.608% | |
| 10/27/2022 | Synovus Financial Corp | 2,392 | $211K | 0.0% | N/A | 0.177% | |
| 10/27/2022 | CWM LLC | 1,103 | $97K | 0.0% | +267.7% | 0.082% | |
| 10/26/2022 | Truist Financial Corp | 2,448 | $215K | 0.0% | N/A | 0.174% | |
| 10/25/2022 | Raymond James & Associates | 4,582 | $402K | 0.0% | -16.4% | 0.325% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 10,425 | $915K | 0.0% | +3.5% | 0.739% | |
| 10/21/2022 | Great Valley Advisor Group Inc. | 4,510 | $396K | 0.0% | N/A | 0.320% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 3,091 | $271K | 0.0% | -3.9% | 0.218% | |
| 10/11/2022 | Orser Capital Management LLC | 2,510 | $304K | 0.5% | -87.9% | 0.177% | |
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| 8/11/2022 | CoreCap Advisors LLC | 11,352 | $934K | 0.1% | -6.6% | 0.930% | |
| 8/9/2022 | Truvestments Capital LLC | 455 | $37K | 0.0% | N/A | 0.037% | |
| 8/2/2022 | Belpointe Asset Management LLC | 1,381 | $114K | 0.0% | -77.3% | 0.116% | |
| 7/28/2022 | CWM LLC | 300 | $25K | 0.0% | N/A | 0.025% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 7,777 | $639K | 0.0% | -13.2% | 0.676% | |
| 7/18/2022 | Western Wealth Management LLC | 7,760 | $638K | 0.0% | -6.6% | 0.675% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 3,215 | $264K | 0.0% | -7.9% | 0.295% | |
| 7/11/2022 | Orser Capital Management LLC | 20,674 | $2.65M | 3.4% | -25.3% | 1.897% | |
| 5/10/2022 | Western Wealth Management LLC | 8,310 | $842K | 0.0% | -40.2% | 0.749% | |
| 5/5/2022 | National Bank of Canada FI | 1,570 | $159K | 0.0% | -15.6% | 0.141% | |
