| 2/17/2025 | Strive Asset Management LLC | 104,893 | $3.59M | 2.7% | N/A | 0.424% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 9,196 | $315K | 0.0% | +20.3% | 0.037% | |
| 2/12/2025 | Invenio Wealth Partners LLC | 262,918 | $8.99M | 3.8% | -4.1% | 1.062% | |
| 2/12/2025 | JPMorgan Chase & Co. | 316,311 | $10.82M | 0.0% | +32.6% | 1.278% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 7,889 | $270K | 0.0% | +9.3% | 0.032% | |
| 2/6/2025 | One Capital Management LLC | 2,525,684 | $86.40M | 2.9% | +1.6% | 10.205% | |
| 2/4/2025 | Bank of New York Mellon Corp | 7,754 | $265K | 0.0% | -75.7% | 0.031% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 15,662 | $536K | 0.0% | -8.0% | 0.063% | |
| 1/13/2025 | Emprise Bank | 6,325 | $216K | 0.1% | N/A | 0.026% | |
| 12/26/2024 | JPMorgan Chase & Co. | 238,459 | $9.34M | 0.0% | -15.1% | 0.963% | |
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| 11/14/2024 | Flow Traders U.S. LLC | 42,735 | $1.67M | 0.1% | -56.0% | 0.173% | |
| 11/12/2024 | Cahill Financial Advisors Inc. | 7,643 | $299K | 0.0% | +35.8% | 0.031% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 189,245 | $7.41M | 0.1% | -5.7% | 0.765% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 17,015 | $666K | 0.0% | +1.8% | 0.069% | |
| 10/30/2024 | United Advisor Group LLC | 6,514 | $255K | 0.1% | -5.7% | 0.026% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 24,863 | $973K | 0.0% | -28.2% | 0.100% | |
| 10/24/2024 | Hunter Associates Investment Management LLC | 6,100 | $240K | 0.0% | -22.8% | 0.025% | |
| 10/15/2024 | NBC Securities Inc. | 22,431 | $878K | 0.1% | +29.5% | 0.091% | |
| 8/9/2024 | One Capital Management LLC | 2,354,759 | $87.34M | 3.0% | -2.1% | 9.514% | |
| 8/9/2024 | Prime Capital Investment Advisors LLC | 200,636 | $7.44M | 0.1% | -84.7% | 0.811% | |
| 8/7/2024 | Cahill Financial Advisors Inc. | 5,627 | $209K | 0.0% | N/A | 0.023% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 16,718 | $620K | 0.1% | +39.5% | 0.068% | |
| 5/14/2024 | OLD Mission Capital LLC | 209,680 | $7.98M | 0.1% | +40.3% | 0.847% | |
| 5/2/2024 | Hunter Associates Investment Management LLC | 7,900 | $300K | 0.1% | -42.1% | 0.031% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 35,734 | $1.36M | 0.0% | +11.1% | 0.140% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 11,984 | $456K | 0.0% | +26.9% | 0.047% | |
| 4/5/2024 | NBC Securities Inc. | 17,297 | $658K | 0.1% | +33.7% | 0.072% | |
| 2/14/2024 | Waterloo Capital L.P. | 5,700 | $207K | 0.0% | N/A | 0.024% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 9,444 | $343K | 0.0% | +41.3% | 0.039% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 32,169 | $1.17M | 0.0% | +1.6% | 0.134% | |
| 2/7/2024 | One Capital Management LLC | 2,336,916 | $84.76M | 3.4% | +2.6% | 9.717% | |
| 2/7/2024 | NBC Securities Inc. | 12,940 | $469K | 0.0% | +45.2% | 0.054% | |
| 1/31/2024 | Hunter Associates Investment Management LLC | 13,650 | $498K | 0.1% | -6.8% | 0.057% | |
| 1/24/2024 | Prime Capital Investment Advisors LLC | 1,656,264 | $60.07M | 0.9% | +12.5% | 6.887% | |
| 1/22/2024 | Princeton Global Asset Management LLC | 19,407 | $704K | 0.2% | -3.6% | 0.081% | |
| 11/14/2023 | Mendel Money Management | 13,745 | $440K | 0.2% | +4.5% | 0.057% | |
| 11/9/2023 | One Capital Management LLC | 2,277,608 | $72.93M | 3.2% | +6.0% | 9.470% | |
| 11/9/2023 | Hunter Associates Investment Management LLC | 14,650 | $470K | 0.1% | -2.7% | 0.061% | |
| 11/9/2023 | Prime Capital Investment Advisors LLC | 1,472,097 | $47.14M | 1.0% | +239.8% | 6.121% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 31,671 | $1.01M | 0.0% | -13.0% | 0.132% | |
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| 11/4/2023 | NBC Securities Inc. | 8,911 | $285K | 0.0% | N/A | 0.037% | |
| 10/27/2023 | Princeton Global Asset Management LLC | 20,138 | $645K | 0.2% | -3.9% | 0.084% | |
| 10/17/2023 | Avior Wealth Management LLC | 9,377 | $300K | 0.0% | +13.6% | 0.039% | |
| 8/15/2023 | Invenio Wealth Partners LLC | 22,629 | $779K | 0.9% | N/A | 0.094% | |
| 8/14/2023 | Mendel Money Management | 13,147 | $452K | 0.2% | -8.9% | 0.055% | |
| 8/4/2023 | Princeton Global Asset Management LLC | 20,958 | $721K | 0.2% | +3.4% | 0.087% | |
| 7/28/2023 | Private Trust Co. NA | 8,790 | $302K | 0.0% | N/A | 0.037% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 5,731 | $197K | 0.0% | +543.9% | 0.024% | |
| 7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 8,258 | $284K | 0.0% | +255.0% | 0.034% | |
| 5/11/2023 | One Capital Management LLC | 1,902,030 | $64.42M | 3.2% | +3.1% | 9.631% | |
| 5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,326 | $79K | 0.0% | N/A | 0.012% | |
| 5/2/2023 | Hunter Associates Investment Management LLC | 15,050 | $514K | 0.1% | N/A | 0.076% | |
| 4/28/2023 | Lansing Street Advisors | 9,710 | $329K | 0.2% | +12.7% | 0.049% | |
| 4/20/2023 | Princeton Global Asset Management LLC | 20,271 | $687K | 0.2% | +30.7% | 0.103% | |
| 3/6/2023 | OLD Mission Capital LLC | 66,721 | $2.04M | 0.1% | +83.6% | 0.000% | |
| 2/16/2023 | One Capital Management LLC | 1,844,427 | $56.46M | 3.0% | +8.8% | 0.000% | |
| 2/13/2023 | Mendel Money Management | 14,153 | $433K | 0.2% | -10.4% | 0.000% | |
| 2/9/2023 | Sowell Financial Services LLC | 15,339 | $470K | 0.0% | N/A | 0.000% | |
| 2/1/2023 | Janney Montgomery Scott LLC | 36,020 | $1.10M | 0.0% | +7.9% | 0.000% | |
| 11/14/2022 | One Capital Management LLC | 1,695,744 | $44.62M | 2.6% | +13.1% | 0.000% | |
| 11/14/2022 | OLD Mission Capital LLC | 36,341 | $956K | 0.0% | N/A | 0.000% | |
| 11/1/2022 | Coulter & Justus Financial Services LLC | 190,224 | $5.01M | 3.9% | N/A | 0.000% | |
| 10/25/2022 | Janney Montgomery Scott LLC | 33,371 | $878K | 0.0% | -3.3% | 0.000% | |
| 10/19/2022 | Empirical Asset Management LLC | 20,097 | $529K | 0.6% | -17.4% | 0.000% | |
| 8/15/2022 | Mendel Money Management | 16,319 | $483K | 0.3% | -9.8% | 0.000% | |
| 8/3/2022 | Janney Montgomery Scott LLC | 34,516 | $1.02M | 0.0% | -38.4% | 0.000% | |
| 7/18/2022 | Empirical Asset Management LLC | 24,330 | $721K | 0.8% | -16.9% | 0.000% | |
| 5/17/2022 | One Capital Management LLC | 1,420,875 | $51.85M | 2.7% | -3.6% | 0.000% | |
| 5/9/2022 | Herold Advisors Inc. | 3,125 | $114K | 0.0% | N/A | 0.000% | |
| 5/9/2022 | Lansing Street Advisors | 8,315 | $301K | 0.2% | N/A | 0.000% | |
| 5/6/2022 | Princeton Global Asset Management LLC | 15,535 | $567K | 0.2% | +43.9% | 0.000% | |
| 5/6/2022 | Empirical Asset Management LLC | 29,287 | $1.07M | 1.0% | +17.2% | 0.000% | |
| 2/10/2022 | Nations Financial Group Inc. IA ADV | 5,757 | $230K | 0.0% | N/A | 0.000% | |
| 2/7/2022 | NEIRG Wealth Management LLC | 309,469 | $12.35M | 2.4% | N/A | 0.000% | |
| 2/2/2022 | Princeton Global Asset Management LLC | 10,798 | $431K | 0.1% | -2.5% | 0.000% | |
| 1/31/2022 | One Capital Management LLC | 1,473,756 | $58.79M | 4.5% | -7.9% | 0.000% | |
| 1/27/2022 | Janney Montgomery Scott LLC | 36,786 | $1.47M | 0.0% | +0.9% | 0.000% | |
| 1/21/2022 | Outlook Wealth Advisors LLC | 185,802 | $7.41M | 2.2% | N/A | 0.000% | |
| 11/15/2021 | One Capital Management LLC | 1,599,330 | $60.90M | 5.0% | +13.6% | 0.000% | |
| 11/12/2021 | OLD Mission Capital LLC | 20,475 | $780K | 0.0% | N/A | 0.000% | |
| 11/9/2021 | First Horizon Advisors Inc. | 372 | $30K | 0.0% | +254.3% | 0.000% | |
| 11/9/2021 | Mendel Money Management | 12,872 | $490K | 0.3% | +19.3% | 0.000% | |
| 11/8/2021 | Princeton Global Asset Management LLC | 11,080 | $422K | 0.1% | +8.1% | 0.000% | |
| 11/3/2021 | Herold Advisors Inc. | 3,125 | $119K | 0.0% | N/A | 0.000% | |
| 11/3/2021 | Princeton Global Asset Management LLC | 422 | $42K | 0.1% | -95.9% | 0.000% | |
| 10/29/2021 | Janney Montgomery Scott LLC | 36,468 | $1.39M | 0.0% | -4.2% | 0.000% | |
| 10/28/2021 | New England Investment & Retirement Group Inc. | 300,616 | $11.45M | 2.6% | N/A | 0.000% | |
| 10/8/2021 | Creative Financial Designs Inc. ADV | 804 | $31K | 0.0% | +62.8% | 0.000% | |
| 8/11/2021 | Bank of New York Mellon Corp | 30,723 | $1.22M | 0.0% | -29.5% | 0.000% | |
| 8/11/2021 | Mendel Money Management | 10,788 | $429K | 0.3% | +33.7% | 0.000% | |
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| 8/4/2021 | Princeton Global Asset Management LLC | 10,247 | $408K | 0.1% | -3.8% | 0.000% | |
| 7/31/2021 | Triumph Capital Management | 6,081 | $248K | 0.1% | N/A | 0.000% | |
| 5/14/2021 | One Capital Management LLC | 1,229,975 | $45.61M | 5.0% | +3.4% | 0.000% | |
| 5/11/2021 | Princeton Global Asset Management LLC | 10,648 | $395K | 0.1% | -4.1% | 0.000% | |
| 4/30/2021 | Wealthcare Advisory Partners LLC | 996 | $37K | 0.0% | N/A | 0.000% | |
| 4/27/2021 | Janney Montgomery Scott LLC | 37,700 | $1.40M | 0.0% | +42.1% | 0.000% | |
| 2/9/2021 | Mendel Money Management | 6,389 | $233K | 0.2% | N/A | 0.000% | |
| 2/9/2021 | Princeton Global Asset Management LLC | 11,104 | $405K | 0.1% | -8.9% | 0.000% | |
