| 2/25/2025 | B. Riley Wealth Advisors Inc. | 3,288 | $257K | 0.0% | -21.3% | 0.086% | |
| 2/17/2025 | TrinityPoint Wealth LLC | 8,533 | $667K | 0.1% | -9.2% | 0.223% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 3,000 | $235K | 0.0% | N/A | 0.078% | |
| 2/17/2025 | KKM Financial LLC | 7,380 | $577K | 0.2% | +9.1% | 0.193% | |
| 2/17/2025 | Cetera Investment Advisers | 20,828 | $1.63M | 0.0% | -3.3% | 0.544% | |
| 2/17/2025 | Bank of America Corp DE | 178,664 | $13.97M | 0.0% | +9.9% | 4.665% | |
| 2/17/2025 | Ameriprise Financial Inc. | 33,982 | $2.66M | 0.0% | -54.3% | 0.887% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 1,358 | $106K | 0.0% | N/A | 0.035% | |
| 2/14/2025 | Dark Forest Capital Management LP | 12,028 | $940K | 0.1% | -28.2% | 0.314% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 22,920 | $1.79M | 0.0% | +136.9% | 0.598% | |
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| 2/14/2025 | GeoWealth Management LLC | 73,258 | $5.73M | 0.2% | +813,877.8% | 1.913% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 16,938 | $1.32M | 0.0% | +62.6% | 0.442% | |
| 2/13/2025 | Raymond James Financial Inc. | 4,093 | $320K | 0.0% | N/A | 0.107% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 8,621 | $674K | 0.0% | +4.4% | 0.225% | |
| 2/13/2025 | Wells Fargo & Company MN | 117,835 | $9.21M | 0.0% | +12.8% | 3.077% | |
| 2/11/2025 | LPL Financial LLC | 165,957 | $12.97M | 0.0% | +5.0% | 4.333% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 9,718 | $760K | 0.0% | -8.7% | 0.254% | |
| 2/7/2025 | Elevation Capital Advisory LLC | 73,258 | $5.73M | 2.5% | N/A | 1.913% | |
| 2/6/2025 | Raymond James Financial Inc. | 4,093 | $320K | 0.0% | N/A | 0.107% | |
| 2/6/2025 | Assetmark Inc. | 124,553 | $9.74M | 0.0% | -5.8% | 3.252% | |
| 2/4/2025 | Capital Advisors Ltd. LLC | 28,573 | $2.23M | 0.3% | +22.5% | 0.746% | |
| 2/4/2025 | Partners Wealth Management LLC | 8,787 | $687K | 0.8% | N/A | 0.229% | |
| 2/3/2025 | TBH Global Asset Management LLC | 5,416 | $414K | 0.1% | N/A | 0.141% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 3,414 | $267K | 0.0% | -9.3% | 0.089% | |
| 1/30/2025 | Trademark Financial Management LLC | 6,656 | $520K | 0.4% | N/A | 0.174% | |
| 1/28/2025 | Stephens Inc. AR | 63,732 | $4.98M | 0.1% | +21.3% | 1.664% | |
| 1/23/2025 | Strategic Advocates LLC | 10,208 | $798K | 0.3% | -12.2% | 0.267% | |
| 1/22/2025 | Fortress Wealth Management Inc. | 6,646 | $519K | 0.3% | -6.4% | 0.174% | |
| 1/15/2025 | Merit Financial Group LLC | 24,318 | $1.90M | 0.0% | N/A | 0.635% | |
| 1/15/2025 | Empirical Asset Management LLC | 7,261 | $568K | 0.0% | +6.5% | 0.190% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 4,176 | $324K | 0.0% | +4.1% | 0.109% | |
| 11/25/2024 | Tidal Investments LLC | 15,029 | $1.15M | 0.0% | -36.9% | 0.392% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 325 | $25K | 0.0% | N/A | 0.008% | |
| 11/15/2024 | MML Investors Services LLC | 14,002 | $1.08M | 0.0% | +20.9% | 0.366% | |
| 11/15/2024 | Jane Street Group LLC | 14,828 | $1.14M | 0.0% | -78.3% | 0.387% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 10,417 | $802K | 0.0% | N/A | 0.272% | |
| 11/12/2024 | KKM Financial LLC | 6,763 | $521K | 0.3% | +138.6% | 0.177% | |
| 11/7/2024 | TrinityPoint Wealth LLC | 9,397 | $724K | 0.1% | -1.6% | 0.245% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 9,675 | $745K | 0.0% | -8.1% | 0.253% | |
| 11/1/2024 | Assetmark Inc. | 132,207 | $10.18M | 0.0% | +392.7% | 3.452% | |
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| 10/28/2024 | Stephens Inc. AR | 52,535 | $4.05M | 0.1% | +4.9% | 1.372% | |
| 10/25/2024 | SFE Investment Counsel | 2,600 | $200K | 0.0% | -43.5% | 0.068% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 3,763 | $290K | 0.0% | -17.9% | 0.098% | |
| 10/22/2024 | International Assets Investment Management LLC | 280,306 | $21.59M | 0.0% | +72,330.5% | 7.319% | |
| 10/18/2024 | Fortress Wealth Management Inc. | 7,100 | $547K | 0.3% | -2.1% | 0.185% | |
| 10/11/2024 | Empirical Asset Management LLC | 6,819 | $525K | 0.1% | N/A | 0.178% | |
| 10/3/2024 | Duncan Williams Asset Management LLC | 9,546 | $735K | 0.4% | N/A | 0.249% | |
| 8/22/2024 | Cetera Investment Advisers | 21,055 | $1.61M | 0.0% | -4.5% | 0.550% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 4,011 | $306K | 0.0% | -68.7% | 0.105% | |
| 8/16/2024 | Elevation Capital Advisory LLC | 79,006 | $6.03M | 2.8% | N/A | 2.063% | |
| 8/16/2024 | Susquehanna International Group LLP | 72,651 | $5.54M | 0.0% | +103.2% | 1.897% | |
| 8/15/2024 | Dark Forest Capital Management LP | 26,412 | $2.02M | 0.4% | N/A | 0.690% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 12,804 | $977K | 0.0% | -23.1% | 0.334% | |
| 7/30/2024 | International Assets Investment Management LLC | 387 | $30K | 0.0% | N/A | 0.010% | |
| 7/27/2024 | Zimmermann Investment Management & Planning LLC | 70,323 | $5.37M | 1.8% | +58.5% | 1.836% | |
| 7/25/2024 | Capital Advisors Ltd. LLC | 23,310 | $1.78M | 0.2% | +15.1% | 0.609% | |
| 7/18/2024 | O ROURKE & COMPANY Inc | 14,806 | $1.13M | 0.6% | -1.2% | 0.387% | |
| 7/12/2024 | Hyperion Partners LLC | 4,656 | $355K | 0.3% | +69.9% | 0.122% | |
| 7/11/2024 | Strategic Advocates LLC | 9,083 | $693K | 0.3% | -3.2% | 0.237% | |
| 5/24/2024 | Cetera Advisors LLC | 21,051 | $1.61M | 0.0% | +279.9% | 0.550% | |
| 5/24/2024 | Cetera Investment Advisers | 22,048 | $1.69M | 0.0% | N/A | 0.576% | |
| 5/17/2024 | Comerica Bank | 2,714 | $208K | 0.0% | -12.0% | 0.071% | |
| 5/17/2024 | Tidal Investments LLC | 21,784 | $1.67M | 0.0% | -21.5% | 0.569% | |
| 5/16/2024 | Jane Street Group LLC | 56,486 | $4.32M | 0.0% | -50.5% | 1.475% | |
| 5/13/2024 | Rockport Wealth LLC | 2,717 | $207K | 0.1% | N/A | 0.071% | |
| 5/10/2024 | Osaic Holdings Inc. | 93,252 | $7.14M | 0.0% | +36.5% | 2.435% | |
| 5/1/2024 | Mission Wealth Management LP | 16,242 | $1.24M | 0.0% | N/A | 0.441% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 16,656 | $1.27M | 0.0% | +1.2% | 0.453% | |
| 4/18/2024 | Capital Advisors Ltd. LLC | 20,248 | $1.55M | 0.2% | -0.7% | 0.473% | |
| 4/18/2024 | O ROURKE & COMPANY Inc | 14,981 | $1.15M | 0.7% | +5.9% | 0.350% | |
| 4/16/2024 | Opinicus Capital Inc. | 4,255 | $326K | 0.3% | -12.6% | 0.099% | |
| 4/11/2024 | Hyperion Partners LLC | 2,740 | $210K | 0.2% | -8.2% | 0.064% | |
| 4/3/2024 | Strategic Advocates LLC | 9,385 | $718K | 0.3% | -28.1% | 0.219% | |
| 2/20/2024 | Prospect Financial Services LLC | 2,680 | $202K | 0.2% | N/A | 0.063% | |
| 2/13/2024 | Stephens Inc. AR | 46,835 | $3.53M | 0.1% | -1.8% | 1.094% | |
| 2/12/2024 | Fortress Wealth Management Inc. | 9,249 | $697K | 0.4% | -44.6% | 0.216% | |
| 2/9/2024 | Wells Fargo & Company MN | 161,733 | $12.19M | 0.0% | -19.6% | 3.779% | |
| 2/8/2024 | TrinityPoint Wealth LLC | 10,162 | $766K | 0.1% | -18.1% | 0.237% | |
| 2/7/2024 | Strategic Advocates LLC | 13,046 | $983K | 0.4% | -22.4% | 0.305% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 9,391 | $698K | 0.0% | +32,282.8% | 0.219% | |
| 2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,979 | $526K | 0.0% | N/A | 0.163% | |
| 2/5/2024 | Cary Street Partners Investment Advisory LLC | 9,391 | $698K | 0.2% | +32,282.8% | 0.219% | |
| 2/5/2024 | Opinicus Capital Inc. | 4,868 | $367K | 0.4% | N/A | 0.114% | |
| 1/30/2024 | Capital Analysts LLC | 15,852 | $1.20M | 0.1% | +4.4% | 0.370% | |
| 1/25/2024 | International Assets Investment Management LLC | 14,094 | $1.06M | 0.0% | N/A | 0.329% | |
| 1/24/2024 | International Assets Investment Management LLC | 14,094 | $1.06M | 0.0% | N/A | 0.329% | |
| 1/24/2024 | O ROURKE & COMPANY Inc | 14,143 | $1.14M | 0.7% | -14.0% | 0.330% | |
| 1/23/2024 | Capital Advantage Inc. | 780,532 | $58.83M | 11.9% | -3.4% | 18.237% | |
| 1/12/2024 | Mutual Advisors LLC | 15,200 | $1.15M | 0.0% | -3.6% | 0.355% | |
| 12/1/2023 | B. Riley Wealth Advisors Inc. | 12,823 | $950K | 0.0% | -2.4% | 0.300% | |
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| 11/14/2023 | Mutual Advisors LLC | 15,762 | $1.17M | 0.0% | +43.4% | 0.368% | |
| 11/14/2023 | O ROURKE & COMPANY Inc | 16,439 | $1.22M | 0.9% | -25.5% | 0.384% | |
| 11/13/2023 | LPL Financial LLC | 69,706 | $5.16M | 0.0% | +2.9% | 1.629% | |
| 11/9/2023 | UBS Group AG | 71,768 | $5.31M | 0.0% | +19.7% | 1.677% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 6,647 | $492K | 0.0% | -8.8% | 0.155% | |
| 11/8/2023 | Spire Wealth Management | 934 | $69K | 0.0% | +27.8% | 0.022% | |
| 11/3/2023 | Commons Capital LLC | 2,774 | $205K | 0.4% | N/A | 0.065% | |
| 11/1/2023 | Simplex Trading LLC | 947 | $70K | 0.0% | N/A | 0.022% | |
| 11/1/2023 | TBH Global Asset Management LLC | 5,423 | $402K | 0.1% | N/A | 0.127% | |
| 10/30/2023 | Capital Advantage Inc. | 807,786 | $59.82M | 12.8% | -7.5% | 18.874% | |
