| 5/19/2025 | Jane Street Group LLC | 25,676 | $800K | 0.0% | N/A | 0.327% | |
| 5/15/2025 | Royal Bank of Canada | 14,092 | $439K | 0.0% | -20.2% | 0.180% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 37,826 | $1.18M | 0.1% | +68.4% | 0.482% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 17,876 | $555K | 0.1% | +518.1% | 0.228% | |
| 5/13/2025 | Raymond James Financial Inc. | 166,883 | $5.20M | 0.0% | +23.0% | 2.126% | |
| 5/13/2025 | HighTower Advisors LLC | 9,164 | $285K | 0.0% | -123.4% | 0.117% | |
| 5/9/2025 | Solutions 4 Wealth Ltd | 154,914 | $4.82M | 8.5% | +30.0% | 1.973% | |
| 5/9/2025 | Tidemark LLC | 14,982 | $467K | 0.2% | +218.0% | 0.191% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 8,793 | $274K | 0.2% | -11.3% | 0.112% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 1,032,167 | $32.14M | 1.0% | +456.9% | 13.149% | |
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| 5/8/2025 | Harbour Investments Inc. | 10,702 | $333K | 0.0% | +21.0% | 0.136% | |
| 5/8/2025 | Arkadios Wealth Advisors | 18,870 | $588K | 0.0% | +41.8% | 0.240% | |
| 5/7/2025 | LPL Financial LLC | 147,270 | $4.59M | 0.0% | +9.9% | 1.876% | |
| 5/7/2025 | HB Wealth Management LLC | 11,237 | $350K | 0.0% | -9.2% | 0.143% | |
| 5/6/2025 | Cetera Investment Advisers | 141,095 | $4.39M | 0.0% | +149.1% | 1.894% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 13,917 | $433K | 0.0% | +62.9% | 0.187% | |
| 5/6/2025 | Kovack Advisors Inc. | 7,483 | $233K | 0.0% | N/A | 0.100% | |
| 5/6/2025 | Opes Wealth Management LLC | 101,591 | $3.16M | 0.6% | +15.8% | 1.364% | |
| 5/6/2025 | AE Wealth Management LLC | 803 | $25K | 0.0% | +68.0% | 0.011% | |
| 5/5/2025 | Private Advisor Group LLC | 18,801 | $585K | 0.0% | +16.7% | 0.252% | |
| 5/5/2025 | Diversify Advisory Services LLC | 23,181 | $712K | 0.0% | +15.4% | 0.311% | |
| 5/2/2025 | Apollon Wealth Management LLC | 7,405 | $231K | 0.0% | N/A | 0.099% | |
| 4/30/2025 | Pineridge Advisors LLC | 13,835 | $431K | 0.2% | +5.8% | 0.186% | |
| 4/30/2025 | Synergy Investment Management LLC | 7,473 | $233K | 0.1% | N/A | 0.100% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 68,235 | $2.13M | 0.0% | +2.7% | 0.916% | |
| 4/28/2025 | Castle Wealth Management LLC | 235,067 | $7.32M | 2.9% | +6.0% | 3.155% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 14,062 | $438K | 0.0% | -26.4% | 0.189% | |
| 4/18/2025 | CENTRAL TRUST Co | 86,912 | $2.71M | 0.1% | +25.4% | 1.167% | |
| 4/17/2025 | Trust Point Inc. | 284,746 | $8.87M | 0.8% | -19.0% | 3.822% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,425 | $138K | 0.0% | N/A | 0.059% | |
| 4/10/2025 | Granite Bay Wealth Management LLC | 173,147 | $5.39M | 1.9% | +5.9% | 2.324% | |
| 2/27/2025 | REAP Financial Group LLC | 4,615 | $152K | 0.0% | -18.8% | 0.066% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 22,458 | $740K | 0.0% | N/A | 0.817% | |
| 2/17/2025 | Private Capital Management LLC | 62,578 | $2.06M | 0.2% | +28.8% | 2.276% | |
| 2/17/2025 | Cresset Asset Management LLC | 34,346 | $1.13M | 0.0% | -6.9% | 1.249% | |
| 2/17/2025 | Cetera Investment Advisers | 56,642 | $1.87M | 0.0% | -6.2% | 2.060% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 185,334 | $6.11M | 0.2% | N/A | 6.739% | |
| 2/14/2025 | Comerica Bank | 17,768 | $586K | 0.0% | N/A | 0.646% | |
| 2/13/2025 | Raymond James Financial Inc. | 135,695 | $4.47M | 0.0% | N/A | 4.934% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 66,447 | $2.19M | 0.0% | +265.8% | 2.416% | |
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| 2/13/2025 | Wells Fargo & Company MN | 5,975 | $197K | 0.0% | +597,400.0% | 0.217% | |
| 2/11/2025 | LPL Financial LLC | 134,001 | $4.42M | 0.0% | +25.9% | 4.873% | |
| 2/11/2025 | TD Private Client Wealth LLC | 9,369 | $309K | 0.0% | N/A | 0.341% | |
| 2/11/2025 | Symmetry Partners LLC | 7,911 | $261K | 0.0% | N/A | 0.288% | |
| 2/10/2025 | Tidemark LLC | 4,712 | $155K | 0.1% | N/A | 0.171% | |
| 2/6/2025 | Avory & Company LLC | 7,527 | $248K | 0.1% | N/A | 0.274% | |
| 2/6/2025 | Raymond James Financial Inc. | 135,695 | $4.47M | 0.0% | N/A | 4.934% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 750 | $25K | 0.0% | N/A | 0.027% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 2,892 | $96K | 0.0% | +7,315.4% | 0.105% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 19,111 | $630K | 0.0% | +59.1% | 0.695% | |
| 2/3/2025 | Private Advisor Group LLC | 16,104 | $531K | 0.0% | +16.9% | 0.586% | |
| 1/31/2025 | Klingman & Associates LLC | 11,935 | $393K | 0.0% | -11.2% | 0.434% | |
| 1/31/2025 | Sanctuary Advisors LLC | 48,813 | $1.64M | 0.0% | N/A | 1.775% | |
| 1/30/2025 | Opes Wealth Management LLC | 87,694 | $2.89M | 0.6% | +1.6% | 3.189% | |
| 1/29/2025 | Avestar Capital LLC | 118,622 | $3.91M | 0.3% | -3.4% | 4.314% | |
| 1/29/2025 | Castle Wealth Management LLC | 221,744 | $7.31M | 2.9% | +8.4% | 8.063% | |
| 1/28/2025 | Solutions 4 Wealth Ltd | 119,175 | $3.93M | 7.1% | +95.1% | 4.334% | |
| 1/24/2025 | Trust Point Inc. | 351,711 | $11.60M | 0.8% | +53.5% | 12.789% | |
| 1/24/2025 | CENTRAL TRUST Co | 69,323 | $2.29M | 0.1% | +3.2% | 2.521% | |
| 1/23/2025 | White & Co Financial Planning Inc | 6,600 | $218K | 0.2% | N/A | 0.240% | |
| 1/17/2025 | Park Place Capital Corp | 784 | $26K | 0.0% | N/A | 0.029% | |
| 1/16/2025 | Diversify Advisory Services LLC | 20,083 | $657K | 0.0% | N/A | 0.730% | |
| 1/15/2025 | HB Wealth Management LLC | 12,370 | $408K | 0.0% | -8.9% | 0.450% | |
| 1/15/2025 | Arkadios Wealth Advisors | 13,311 | $439K | 0.0% | -73.4% | 0.484% | |
| 1/13/2025 | Granite Bay Wealth Management LLC | 163,464 | $5.39M | 2.0% | +131.8% | 5.944% | |
| 11/15/2024 | Jane Street Group LLC | 22,952 | $760K | 0.0% | -29.2% | 0.835% | |
| 11/13/2024 | Avestar Capital LLC | 122,807 | $4.07M | 0.4% | -9.6% | 4.466% | |
| 11/12/2024 | Raymond James Trust N.A. | 44,940 | $1.49M | 0.0% | +10.5% | 1.634% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 12,009 | $397K | 0.0% | +73.2% | 0.437% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 950 | $31K | 0.0% | +90.0% | 0.035% | |
| 11/5/2024 | Harbour Investments Inc. | 8,740 | $289K | 0.0% | +29.8% | 0.318% | |
| 10/31/2024 | Castle Wealth Management LLC | 204,637 | $6.77M | 2.7% | +346.8% | 7.441% | |
| 10/30/2024 | Cary Street Partners Asset Management LLC | 108,721 | $3.60M | 0.5% | +55.8% | 3.953% | |
| 10/29/2024 | Opes Wealth Management LLC | 86,345 | $2.86M | 0.5% | +3.9% | 3.140% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,440 | $48K | 0.0% | N/A | 0.052% | |
| 10/24/2024 | Arkadios Wealth Advisors | 49,982 | $1.65M | 0.1% | +323.1% | 1.818% | |
| 10/23/2024 | CENTRAL TRUST Co | 67,167 | $2.22M | 0.1% | +24.3% | 2.442% | |
| 10/22/2024 | Private Advisor Group LLC | 13,779 | $456K | 0.0% | -10.5% | 0.501% | |
| 10/17/2024 | Trust Point Inc. | 229,077 | $7.58M | 0.6% | -1.6% | 8.330% | |
| 10/3/2024 | Granite Bay Wealth Management LLC | 70,511 | $2.33M | 1.3% | +196.4% | 2.564% | |
| 8/22/2024 | Cetera Investment Advisers | 45,158 | $1.51M | 0.0% | +2.2% | 1.642% | |
| 8/21/2024 | Granite Bay Wealth Management LLC | 23,790 | $794K | 0.0% | +208.0% | 0.865% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 4,024 | $134K | 0.0% | N/A | 0.146% | |
| 8/6/2024 | Opes Wealth Management LLC | 83,140 | $2.77M | 0.6% | -0.5% | 3.023% | |
| 8/5/2024 | Private Advisor Group LLC | 15,404 | $514K | 0.0% | +3.3% | 0.560% | |
| 7/29/2024 | Arkadios Wealth Advisors | 11,812 | $394K | 0.0% | N/A | 0.430% | |
| 7/27/2024 | HB Wealth Management LLC | 15,224 | $508K | 0.0% | -8.4% | 0.554% | |
| 7/26/2024 | Harbour Investments Inc. | 6,733 | $225K | 0.0% | +26.3% | 0.245% | |
| 7/25/2024 | Raymond James Trust N.A. | 40,679 | $1.36M | 0.0% | -57.1% | 1.479% | |
| 7/25/2024 | Pineridge Advisors LLC | 11,374 | $379K | 0.1% | +6.3% | 0.414% | |
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| 7/18/2024 | Private Capital Management LLC | 48,492 | $1.62M | 0.3% | +42.5% | 1.763% | |
| 7/15/2024 | Granite Bay Wealth Management LLC | 911,805 | $30.12M | 0.3% | +11,706.4% | 33.157% | |
| 5/17/2024 | Pineridge Advisors LLC | 10,695 | $356K | 0.1% | +9.4% | 0.389% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 9,804 | $326K | 0.0% | -9.9% | 0.327% | |
| 4/30/2024 | Private Advisor Group LLC | 14,908 | $496K | 0.0% | -44.9% | 0.497% | |
| 4/30/2024 | HB Wealth Management LLC | 16,617 | $553K | 0.0% | -10.1% | 0.554% | |
| 4/30/2024 | Granite Bay Wealth Management LLC | 7,723 | $257K | 0.1% | -43.2% | 0.257% | |
| 4/29/2024 | Castle Wealth Management LLC | 19,644 | $654K | 0.3% | N/A | 0.655% | |
| 4/24/2024 | CENTRAL TRUST Co | 60,993 | $2.03M | 0.1% | -2.8% | 2.140% | |
| 4/23/2024 | KLR Investment Advisors LLC | 18,013 | $577K | 0.4% | -12.9% | 0.632% | |
