| 2/18/2025 | McIlrath & Eck LLC | 293 | $25K | 0.0% | N/A | 0.008% | |
| 2/17/2025 | Cetera Investment Advisers | 2,946 | $251K | 0.0% | -10.9% | 0.083% | |
| 2/17/2025 | Citadel Advisors LLC | 35,616 | $3.04M | 0.0% | +91.2% | 1.003% | |
| 2/14/2025 | Susquehanna International Group LLP | 19,894 | $1.70M | 0.0% | -58.4% | 0.560% | |
| 2/14/2025 | MML Investors Services LLC | 101,639 | $8.67M | 0.0% | +10.2% | 2.863% | |
| 2/14/2025 | GeoWealth Management LLC | 62,230 | $5.31M | 0.2% | N/A | 1.753% | |
| 2/13/2025 | Mariner LLC | 2,953 | $252K | 0.0% | N/A | 0.083% | |
| 2/13/2025 | Advisors Capital Management LLC | 14,984 | $1.28M | 0.0% | +8.4% | 0.422% | |
| 2/13/2025 | Raymond James Financial Inc. | 81,864 | $6.99M | 0.0% | N/A | 2.306% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 8,356 | $713K | 0.0% | N/A | 0.235% | |
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| 2/12/2025 | JPMorgan Chase & Co. | 22,713 | $1.94M | 0.0% | -2.9% | 0.640% | |
| 2/11/2025 | LPL Financial LLC | 36,377 | $3.10M | 0.0% | +97.1% | 1.025% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 10,570 | $902K | 0.0% | -2.6% | 0.298% | |
| 2/6/2025 | Raymond James Financial Inc. | 81,864 | $6.99M | 0.0% | N/A | 2.306% | |
| 2/3/2025 | Sigma Planning Corp | 5,300 | $452K | 0.0% | +11.1% | 0.149% | |
| 2/3/2025 | Financial Perspectives Inc | 10,773 | $919K | 0.3% | +2.2% | 0.303% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 70,007 | $5.97M | 0.1% | +405.0% | 1.972% | |
| 1/31/2025 | Truist Financial Corp | 53,399 | $4.56M | 0.0% | -22.4% | 1.504% | |
| 1/31/2025 | Sanctuary Advisors LLC | 4,582 | $397K | 0.0% | +16.4% | 0.129% | |
| 1/30/2025 | Montag A & Associates Inc. | 3,883 | $331K | 0.0% | +48.5% | 0.109% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 5,174 | $441K | 0.4% | N/A | 0.146% | |
| 1/28/2025 | Moloney Securities Asset Management LLC | 7,551 | $644K | 0.1% | +20.9% | 0.213% | |
| 1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 236,098 | $20.32M | 0.1% | +1.3% | 6.651% | |
| 1/21/2025 | Patriot Investment Management Group Inc. | 10,937 | $933K | 0.1% | -1.6% | 0.308% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 23,274 | $1.99M | 0.1% | N/A | 0.656% | |
| 1/15/2025 | HB Wealth Management LLC | 2,500 | $213K | 0.0% | N/A | 0.070% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 2,561 | $219K | 0.0% | N/A | 0.072% | |
| 1/14/2025 | Shira Ridge Wealth Management | 21,460 | $1.83M | 0.9% | -2.4% | 0.605% | |
| 1/13/2025 | Pallas Capital Advisors LLC | 13,209 | $1.13M | 0.0% | +3.9% | 0.372% | |
| 1/6/2025 | Kozak & Associates Inc. | 662,789 | $57.33M | 13.1% | -1.8% | 18.670% | |
| 12/26/2024 | JPMorgan Chase & Co. | 23,401 | $1.83M | 0.0% | +22.2% | 0.659% | |
| 11/15/2024 | MML Investors Services LLC | 92,267 | $7.23M | 0.0% | +6.0% | 2.599% | |
| 11/15/2024 | Glen Eagle Advisors LLC | 5,516 | $432K | 0.1% | +11.1% | 0.155% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 758 | $59K | 0.0% | N/A | 0.021% | |
| 10/29/2024 | Lansing Street Advisors | 7,456 | $584K | 0.2% | +5.0% | 0.210% | |
| 10/29/2024 | Farther Finance Advisors LLC | 667 | $52K | 0.0% | -17.6% | 0.019% | |
| 10/25/2024 | Pallas Capital Advisors LLC | 12,708 | $1.01M | 0.0% | +4.5% | 0.358% | |
| 10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 233,125 | $18.25M | 0.1% | +13.2% | 6.567% | |
| 10/18/2024 | Raymond James & Associates | 73,403 | $5.75M | 0.0% | +5.4% | 2.068% | |
| 10/17/2024 | Kozak & Associates Inc. | 674,967 | $54.32M | 12.9% | +1.4% | 19.013% | |
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| 10/10/2024 | Shira Ridge Wealth Management | 21,992 | $1.72M | 0.9% | +15.9% | 0.619% | |
| 9/5/2024 | Sanctuary Advisors LLC | 3,842 | $289K | 0.0% | N/A | 0.108% | |
| 8/21/2024 | Truist Financial Corp | 69,119 | $5.20M | 0.0% | -4.6% | 1.947% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 3,503 | $263K | 0.0% | N/A | 0.099% | |
| 8/9/2024 | Financial Perspectives Inc | 10,386 | $781K | 0.3% | +2.6% | 0.293% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 9,691 | $729K | 0.0% | +3.6% | 0.273% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 20,474 | $1.54M | 0.0% | -63.4% | 0.577% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 13,862 | $1.04M | 0.0% | -12.8% | 0.390% | |
| 7/22/2024 | Pallas Capital Advisors LLC | 12,159 | $909K | 0.0% | +27.0% | 0.343% | |
| 7/19/2024 | Raymond James & Associates | 69,635 | $5.24M | 0.0% | +23.0% | 1.962% | |
| 7/15/2024 | Patriot Investment Management Group Inc. | 11,186 | $841K | 0.1% | +3.9% | 0.315% | |
| 7/12/2024 | Shira Ridge Wealth Management | 18,969 | $1.43M | 0.8% | +5.8% | 0.534% | |
| 7/5/2024 | Kozak & Associates Inc. | 665,660 | $51.14M | 12.6% | +2.9% | 18.751% | |
| 5/17/2024 | Kozak & Associates Inc. | 646,599 | $45.81M | 12.3% | +4.4% | 18.214% | |
| 5/8/2024 | Advisors Preferred LLC | 1,581 | $112K | 0.0% | -69.2% | 0.046% | |
| 5/7/2024 | Montag A & Associates Inc. | 2,877 | $204K | 0.0% | N/A | 0.083% | |
| 5/2/2024 | Haverford Trust Co | 3,115 | $221K | 0.0% | N/A | 0.090% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 6,155 | $436K | 0.1% | -5.0% | 0.178% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 134,728 | $9.54M | 0.0% | N/A | 3.905% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 9,355 | $662K | 0.0% | +24.1% | 0.271% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 975 | $69K | 0.0% | N/A | 0.028% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 56,006 | $3.97M | 0.0% | -16.5% | 1.623% | |
| 4/19/2024 | Financial Perspectives Inc | 10,126 | $717K | 0.3% | +10.0% | 0.368% | |
| 4/18/2024 | Shira Ridge Wealth Management | 17,935 | $1.27M | 0.7% | +1.9% | 0.652% | |
| 4/17/2024 | Richardson Capital Management LLC | 768 | $54K | 0.0% | N/A | 0.028% | |
| 2/13/2024 | Tower Research Capital LLC TRC | 962 | $60K | 0.0% | -89.0% | 0.035% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 67,076 | $4.18M | 0.0% | +215.2% | 2.439% | |
| 2/2/2024 | Truist Financial Corp | 92,542 | $5.77M | 0.0% | +10.5% | 3.365% | |
| 2/1/2024 | Financial Perspectives Inc | 9,204 | $574K | 0.2% | +4.2% | 0.335% | |
| 1/26/2024 | Cerity Partners LLC | 4,927 | $307K | 0.0% | N/A | 0.179% | |
| 1/24/2024 | Advisors Preferred LLC | 5,133 | $314K | 0.1% | N/A | 0.187% | |
| 1/18/2024 | KM Capital Management Ltd. | 27,474 | $1.71M | 1.0% | +628.9% | 0.999% | |
| 1/17/2024 | Patriot Investment Management Group Inc. | 10,766 | $671K | 0.1% | +2.2% | 0.391% | |
| 1/17/2024 | Kozak & Associates Inc. | 619,129 | $39.00M | 12.4% | +7.6% | 22.514% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 8,629 | $538K | 0.0% | +5.2% | 0.314% | |
| 1/16/2024 | Raymond James & Associates | 38,377 | $2.39M | 0.0% | N/A | 1.396% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 8,766 | $467K | 0.0% | +14.1% | 0.319% | |
| 11/8/2023 | Aptus Capital Advisors LLC | 758 | $40K | 0.0% | N/A | 0.028% | |
| 11/8/2023 | Pathstone Family Office LLC | 17,450 | $929K | 0.0% | N/A | 0.635% | |
| 10/25/2023 | Ironwood Wealth Management LLC. | 11,212 | $597K | 0.2% | -1.8% | 0.408% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 8,201 | $437K | 0.0% | -9.5% | 0.298% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 21,283 | $1.13M | 0.0% | -40.4% | 0.774% | |
| 10/17/2023 | Kozak & Associates Inc. | 575,444 | $31.32M | 11.5% | +4.6% | 20.925% | |
| 8/10/2023 | Cetera Advisors LLC | 17,456 | $962K | 0.0% | -2.9% | 0.635% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 12,560 | $692K | 0.0% | -40.0% | 0.457% | |
| 8/3/2023 | Advisors Capital Management LLC | 12,923 | $712K | 0.0% | +2.4% | 0.470% | |
| 8/1/2023 | Truist Financial Corp | 79,334 | $4.37M | 0.0% | +469.7% | 2.885% | |
| 7/31/2023 | LPL Financial LLC | 12,346 | $680K | 0.0% | +7.4% | 0.449% | |
| 7/31/2023 | Moloney Securities Asset Management LLC | 6,480 | $357K | 0.1% | +18.2% | 0.236% | |
| 7/21/2023 | Creative Planning | 8,356 | $460K | 0.0% | -5.1% | 0.304% | |
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| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 35,722 | $1.97M | 0.0% | +78.9% | 1.299% | |
| 7/5/2023 | Kozak & Associates Inc. | 550,026 | $30.29M | 12.2% | +1.3% | 20.371% | |
| 5/9/2023 | Tower Research Capital LLC TRC | 10,946 | $516K | 0.0% | -20.9% | 0.405% | |
| 5/5/2023 | Truist Financial Corp | 13,926 | $657K | 0.0% | +21.3% | 0.516% | |
| 5/4/2023 | Advisors Capital Management LLC | 12,626 | $595K | 0.0% | N/A | 0.468% | |
| 4/19/2023 | Patriot Investment Management Group Inc. | 10,550 | $498K | 0.0% | +5.5% | 0.391% | |
| 4/3/2023 | Kozak & Associates Inc. | 543,016 | $25.61M | 11.5% | +1.3% | 19.746% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 20,928 | $854K | 0.0% | +3.0% | 0.000% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 8,938 | $365K | 0.0% | -54.7% | 0.000% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 19,867 | $810K | 0.0% | -5.0% | 0.000% | |
