| 2/17/2025 | CoreCap Advisors LLC | 15,560 | $750K | 0.0% | +10.7% | 0.622% | |
| 2/17/2025 | Cetera Investment Advisers | 82,054 | $3.96M | 0.0% | +15.8% | 3.282% | |
| 2/17/2025 | Citadel Advisors LLC | 15,057 | $726K | 0.0% | -61.7% | 0.602% | |
| 2/17/2025 | Bank of America Corp DE | 52,882 | $2.55M | 0.0% | +4.6% | 2.115% | |
| 2/17/2025 | Ameriprise Financial Inc. | 4,153 | $200K | 0.0% | N/A | 0.166% | |
| 2/14/2025 | Jane Street Group LLC | 11,987 | $578K | 0.0% | N/A | 0.479% | |
| 2/13/2025 | NewEdge Advisors LLC | 7,434 | $358K | 0.0% | +26.0% | 0.297% | |
| 2/13/2025 | Raymond James Financial Inc. | 17,316 | $835K | 0.0% | N/A | 0.693% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 291,799 | $14.07M | 0.0% | +20.0% | 11.672% | |
| 2/12/2025 | JPMorgan Chase & Co. | 5,010 | $242K | 0.0% | -21.8% | 0.200% | |
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| 2/11/2025 | LPL Financial LLC | 552,459 | $26.63M | 0.0% | +0.6% | 22.098% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 71,177 | $3.43M | 0.0% | +5.8% | 2.847% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 7,783 | $375K | 0.0% | +5.8% | 0.311% | |
| 2/6/2025 | Raymond James Financial Inc. | 17,316 | $835K | 0.0% | N/A | 0.693% | |
| 2/3/2025 | Private Advisor Group LLC | 252,904 | $12.19M | 0.1% | +10.8% | 10.116% | |
| 1/31/2025 | Global Retirement Partners LLC | 2,890 | $139K | 0.0% | +166.1% | 0.116% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 14,004 | $677K | 0.0% | +4.3% | 0.560% | |
| 1/30/2025 | Principal Securities Inc. | 98,943 | $4.77M | 0.1% | +7.8% | 3.958% | |
| 1/22/2025 | Perigon Wealth Management LLC | 5,968 | $289K | 0.0% | -28.8% | 0.239% | |
| 1/13/2025 | Catalyst Private Wealth LLC | 23,916 | $1.15M | 0.5% | +3.1% | 0.957% | |
| 12/26/2024 | JPMorgan Chase & Co. | 6,407 | $321K | 0.0% | -16.8% | 0.256% | |
| 11/14/2024 | Flow Traders U.S. LLC | 15,671 | $785K | 0.0% | N/A | 0.627% | |
| 10/30/2024 | Catalyst Private Wealth LLC | 23,196 | $1.16M | 0.6% | -1.8% | 0.928% | |
| 10/28/2024 | Principal Securities Inc. | 91,785 | $4.60M | 0.1% | +11.1% | 3.671% | |
| 10/22/2024 | Private Advisor Group LLC | 228,338 | $11.43M | 0.1% | +5,270.1% | 9.134% | |
| 8/22/2024 | Cetera Investment Advisers | 72,041 | $3.50M | 0.0% | +7.2% | 2.882% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 232,122 | $11.26M | 0.0% | +5.5% | 9.285% | |
| 7/24/2024 | Catalyst Private Wealth LLC | 23,632 | $1.15M | 0.6% | +70.0% | 0.945% | |
| 7/19/2024 | Raymond James & Associates | 82,183 | $3.99M | 0.0% | +2.3% | 3.287% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 69,537 | $3.37M | 0.0% | +2.2% | 2.781% | |
| 7/16/2024 | Maia Wealth LLC | 4,899 | $239K | 0.1% | N/A | 0.196% | |
| 5/24/2024 | Cetera Investment Advisers | 67,173 | $3.29M | 0.0% | +148.1% | 2.687% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 68,007 | $3.33M | 0.0% | +37.0% | 2.834% | |
| 4/11/2024 | Catalyst Private Wealth LLC | 13,901 | $681K | 0.4% | -28.8% | 0.579% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 49,637 | $2.43M | 0.0% | -2.0% | 2.068% | |
| 2/7/2024 | Principal Securities Inc. | 54,708 | $2.68M | 0.1% | N/A | 2.280% | |
| 1/24/2024 | Allworth Financial LP | 3,272 | $160K | 0.0% | -19.7% | 0.136% | |
| 1/16/2024 | Raymond James & Associates | 152,644 | $7.47M | 0.0% | -45.4% | 6.360% | |
| 1/8/2024 | Catalyst Private Wealth LLC | 19,529 | $956K | 0.4% | N/A | 0.814% | |
| 11/13/2023 | LPL Financial LLC | 362,876 | $17.16M | 0.0% | +1.1% | 15.120% | |
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| 11/13/2023 | Envestnet Asset Management Inc. | 161,558 | $7.64M | 0.0% | -19.4% | 6.732% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 50,637 | $2.40M | 0.0% | N/A | 2.110% | |
| 11/8/2023 | Herold Advisors Inc. | 17,654 | $835K | 0.3% | +9.2% | 0.736% | |
| 10/31/2023 | Allworth Financial LP | 4,076 | $193K | 0.0% | -13.1% | 0.170% | |
| 10/24/2023 | Bank of New York Mellon Corp | 7,650 | $362K | 0.0% | +9.0% | 0.319% | |
| 10/24/2023 | Raymond James & Associates | 279,709 | $13.23M | 0.0% | +8.5% | 11.655% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 11,767 | $556K | 0.0% | -9.1% | 0.490% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 6,111 | $289K | 0.0% | -26.8% | 0.255% | |
| 10/19/2023 | Patriot Financial Group Insurance Agency LLC | 4,885 | $231K | 0.0% | -24.2% | 0.204% | |
| 8/14/2023 | Eqis Capital Management Inc. | 5,326 | $262K | 0.0% | -7.1% | 0.222% | |
| 8/10/2023 | Osaic Holdings Inc. | 72,966 | $3.58M | 0.0% | -12.8% | 3.040% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 22,414 | $1.10M | 0.0% | -12.9% | 0.934% | |
| 8/10/2023 | Cetera Investment Advisers | 28,915 | $1.42M | 0.0% | +5.3% | 1.205% | |
| 8/9/2023 | Flow Traders U.S. LLC | 113,995 | $5.60M | 0.2% | +132.7% | 4.750% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 200,417 | $9.84M | 0.0% | +4.9% | 8.351% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 7,326 | $360K | 0.0% | +5.8% | 0.305% | |
| 7/31/2023 | LPL Financial LLC | 358,985 | $17.63M | 0.0% | -3.0% | 14.958% | |
| 7/25/2023 | Raymond James & Associates | 257,751 | $12.66M | 0.0% | -1.0% | 10.740% | |
| 7/20/2023 | Global Retirement Partners LLC | 1,171 | $57K | 0.0% | +35.4% | 0.049% | |
| 7/18/2023 | Allworth Financial LP | 4,691 | $230K | 0.0% | -17.8% | 0.195% | |
| 7/17/2023 | Herold Advisors Inc. | 16,167 | $794K | 0.2% | +1.4% | 0.674% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 12,943 | $636K | 0.0% | -2.7% | 0.539% | |
| 5/15/2023 | Flow Traders U.S. LLC | 48,983 | $2.46M | 0.1% | +99.6% | 1.959% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 191,036 | $9.60M | 0.0% | +7.0% | 7.641% | |
| 5/10/2023 | LPL Financial LLC | 370,114 | $18.60M | 0.0% | -4.8% | 14.805% | |
| 5/8/2023 | Global Retirement Partners LLC | 865 | $43K | 0.0% | -84.7% | 0.035% | |
| 4/20/2023 | Patriot Financial Group Insurance Agency LLC | 6,542 | $329K | 0.1% | -11.0% | 0.262% | |
| 4/19/2023 | Herold Advisors Inc. | 15,951 | $802K | 0.3% | +182.3% | 0.638% | |
| 4/18/2023 | Allworth Financial LP | 5,707 | $287K | 0.0% | -42.1% | 0.228% | |
| 4/14/2023 | Raymond James & Associates | 260,430 | $13.09M | 0.0% | -7.2% | 10.417% | |
| 3/6/2023 | OLD Mission Capital LLC | 2,976 | $144K | 0.0% | N/A | 0.000% | |
| 2/17/2023 | Adams Wealth Management | 15,252 | $739K | 0.3% | -20.3% | 0.000% | |
| 2/13/2023 | Heritage Wealth Management LLC | 700 | $34K | 0.0% | +100.0% | 0.000% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 6,924 | $336K | 0.0% | -32.9% | 0.000% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 112,756 | $5.46M | 0.0% | +12.2% | 0.000% | |
| 2/8/2023 | Raymond James & Associates | 280,676 | $13.60M | 0.0% | +484.6% | 0.000% | |
| 2/8/2023 | Prospera Financial Services Inc | 5,371 | $260K | 0.0% | -52.0% | 0.000% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 12,579 | $609K | 0.0% | -7.8% | 0.000% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 18,666 | $904K | 0.0% | -10.5% | 0.000% | |
| 2/7/2023 | LPL Financial LLC | 388,752 | $18.83M | 0.0% | -28.4% | 0.000% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 178,537 | $8.65M | 0.0% | -29.4% | 0.000% | |
| 1/13/2023 | Allworth Financial LP | 9,853 | $477K | 0.0% | -59.8% | 0.000% | |
