| 2/17/2025 | Vivaldi Capital Management LP | 8,677 | $243K | 0.0% | +15.6% | 1.735% | |
| 2/13/2025 | Summit Investment Advisors Inc. | 14,173 | $382K | 0.3% | +13.0% | 2.835% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 16,403 | $442K | 0.0% | +17.0% | 3.281% | |
| 2/11/2025 | LPL Financial LLC | 55,876 | $1.51M | 0.0% | +9.3% | 11.175% | |
| 10/15/2024 | NBC Securities Inc. | 5,536 | $159K | 0.0% | -9.9% | 0.923% | |
| 7/30/2024 | WMG Financial Advisors LLC | 13,386 | $365K | 0.2% | -13.9% | 2.059% | |
| 7/30/2024 | International Assets Investment Management LLC | 2,662 | $73K | 0.0% | N/A | 0.410% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 11,200 | $314K | 0.0% | +5.5% | 1.493% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 36,764 | $1.03M | 0.0% | N/A | 4.902% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 54,969 | $1.46M | 0.0% | -3.0% | 7.329% | |
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| 1/29/2024 | Outlook Wealth Advisors LLC | 8,597 | $229K | 0.1% | -10.0% | 1.146% | |
| 1/25/2024 | International Assets Investment Management LLC | 76,924 | $2.16M | 0.0% | N/A | 10.257% | |
| 1/24/2024 | International Assets Investment Management LLC | 76,924 | $2.16M | 0.0% | N/A | 10.257% | |
| 11/4/2023 | NBC Securities Inc. | 6,359 | $162K | 0.0% | N/A | 0.795% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 116,423 | $2.98M | 0.0% | -5.3% | 14.553% | |
| 8/3/2023 | Paragon Private Wealth Management LLC | 26,185 | $686K | 0.5% | +20.9% | 2.756% | |
| 8/3/2023 | WMG Financial Advisors LLC | 39,193 | $1.03M | 0.8% | -23.8% | 4.126% | |
| 7/31/2023 | LPL Financial LLC | 70,720 | $1.85M | 0.0% | +0.8% | 7.072% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 15,572 | $408K | 0.0% | -34.4% | 1.557% | |
| 7/10/2023 | Outlook Wealth Advisors LLC | 9,240 | $242K | 0.1% | +12.5% | 0.924% | |
| 5/10/2023 | Resources Investment Advisors LLC. | 8,396 | $219K | 0.0% | -5.5% | 0.672% | |
| 5/5/2023 | Truist Financial Corp | 45,988 | $1.20M | 0.0% | -79.9% | 3.679% | |
| 4/25/2023 | Foundations Investment Advisors LLC | 7,666 | $200K | 0.0% | N/A | 0.613% | |
| 4/18/2023 | WMG Financial Advisors LLC | 51,459 | $1.34M | 1.1% | +28.4% | 4.117% | |
| 4/18/2023 | Outlook Wealth Advisors LLC | 8,215 | $214K | 0.1% | N/A | 0.657% | |
| 4/17/2023 | Paragon Private Wealth Management LLC | 21,667 | $565K | 0.5% | +63.0% | 1.733% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 123,290 | $3.22M | 0.0% | +18.6% | 9.863% | |
| 4/14/2023 | Raymond James & Associates | 11,336 | $296K | 0.0% | -22.2% | 0.907% | |
| 4/11/2023 | Kesler Norman & Wride LLC | 27,477 | $717K | 0.2% | -1.9% | 2.198% | |
| 2/14/2023 | Paragon Private Wealth Management LLC | 13,290 | $365K | 0.3% | N/A | 0.857% | |
| 2/10/2023 | WMG Financial Advisors LLC | 40,073 | $1.10M | 0.9% | -4.5% | 2.585% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 103,995 | $2.85M | 0.0% | N/A | 6.709% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 17,915 | $491K | 0.0% | N/A | 1.156% | |
| 2/7/2023 | LPL Financial LLC | 72,779 | $2.00M | 0.0% | -9.3% | 4.695% | |
| 2/7/2023 | Kesler Norman & Wride LLC | 28,017 | $769K | 0.2% | +2.0% | 1.808% | |
| 2/2/2023 | Resources Investment Advisors LLC. | 8,881 | $244K | 0.0% | N/A | 0.573% | |
| 1/30/2023 | Concourse Financial Group Securities Inc. | 2,530 | $69K | 0.0% | -26.7% | 0.163% | |
| 12/5/2022 | Centaurus Financial Inc. | 4,655 | $112K | 0.0% | N/A | 0.291% | |
| 11/10/2022 | Credit Suisse AG | 52,972 | $1.27M | 0.0% | -12.7% | 3.311% | |
| 11/8/2022 | Integrated Advisors Network LLC | 36,687 | $882K | 0.1% | -3.9% | 2.293% | |
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| 10/28/2022 | Benjamin F. Edwards & Company Inc. | 13,154 | $316K | 0.0% | N/A | 0.822% | |
| 10/26/2022 | Truist Financial Corp | 220,074 | $5.29M | 0.0% | +301.1% | 13.338% | |
| 10/25/2022 | Janney Montgomery Scott LLC | 10,376 | $249K | 0.0% | N/A | 0.629% | |
| 10/25/2022 | Raymond James & Associates | 125,025 | $3.01M | 0.0% | N/A | 7.577% | |
| 10/19/2022 | Kesler Norman & Wride LLC | 27,477 | $661K | 0.2% | N/A | 1.665% | |
| 10/18/2022 | WMG Financial Advisors LLC | 41,967 | $1.01M | 0.9% | +30.5% | 2.708% | |
| 8/13/2022 | Concourse Financial Group Securities Inc. | 2,827 | $75K | 0.0% | N/A | 0.166% | |
| 8/12/2022 | Integrated Advisors Network LLC | 38,184 | $1.01M | 0.1% | +5.8% | 2.246% | |
| 8/8/2022 | WMG Financial Advisors LLC | 32,167 | $848K | 0.7% | N/A | 1.892% | |
| 8/3/2022 | AE Wealth Management LLC | 159,408 | $4.21M | 0.0% | N/A | 9.661% | |
| 7/28/2022 | D.A. Davidson & CO. | 239,586 | $6.33M | 0.1% | N/A | 14.520% | |
| 7/22/2022 | Truist Financial Corp | 54,867 | $1.45M | 0.0% | +172.6% | 3.325% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 20,230 | $538K | 0.0% | N/A | 3.372% | |
| 5/2/2022 | Altfest L J & Co. Inc. | 9,444 | $251K | 0.0% | -61.6% | 1.574% | |
| 5/2/2022 | Integrated Advisors Network LLC | 36,083 | $960K | 0.1% | +17.7% | 6.014% | |
| 4/22/2022 | Truist Financial Corp | 20,130 | $536K | 0.0% | N/A | 3.355% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 7,627 | $207K | 0.0% | -12.2% | 1.173% | |
| 1/24/2022 | Altfest L J & Co. Inc. | 24,567 | $665K | 0.1% | -31.4% | 3.780% | |
| 11/16/2021 | LPL Financial LLC | 62,392 | $1.61M | 0.0% | -2.5% | 9.599% | |
| 11/12/2021 | Credit Suisse AG | 62,116 | $1.59M | 0.0% | +3.9% | 9.556% | |
| 11/10/2021 | J Arnold Wealth Management Co | 20,046 | $517K | 0.2% | -28.2% | 3.084% | |
| 10/12/2021 | Altfest L J & Co. Inc. | 35,800 | $923K | 0.2% | -81.1% | 5.114% | |
| 9/8/2021 | J Arnold Wealth Management Co | 27,927 | $723K | 0.4% | +5.7% | 3.286% | |
| 8/16/2021 | Credit Suisse AG | 59,762 | $1.55M | 0.0% | +19.5% | 7.031% | |
| 8/13/2021 | LPL Financial LLC | 63,962 | $1.66M | 0.0% | -10.6% | 7.525% | |
| 8/11/2021 | Susquehanna International Group LLP | 40,041 | $1.04M | 0.0% | +98.0% | 4.711% | |
| 8/6/2021 | Integrated Advisors Network LLC | 27,752 | $718K | 0.1% | N/A | 3.265% | |
| 8/2/2021 | Advisor Group Holdings Inc. | 8,608 | $223K | 0.0% | -16.6% | 1.013% | |
| 7/28/2021 | Altfest L J & Co. Inc. | 189,510 | $4.91M | 1.1% | +14.1% | 22.295% | |
| 5/17/2021 | Goldman Sachs Group Inc. | 20,039 | $512K | 0.0% | N/A | 2.358% | |
| 5/12/2021 | UBS Group AG | 2,264 | $58K | 0.0% | +20,481.8% | 0.266% | |
| 5/7/2021 | Altfest L J & Co. Inc. | 166,024 | $4.24M | 1.0% | N/A | 19.532% | |
| 5/4/2021 | Kovack Advisors Inc. | 9,260 | $237K | 0.0% | N/A | 1.089% | |
| 5/3/2021 | Flagship Harbor Advisors LLC | 10,260 | $262K | 0.0% | -40.1% | 1.207% | |
| 4/19/2021 | International Assets Investment Management LLC | 75,165 | $2.03M | 0.2% | +259.8% | 9.396% | |
| 3/26/2021 | Susquehanna International Group LLP | 36,278 | $935K | 0.0% | +128.8% | 5.581% | |
| 2/12/2021 | LPL Financial LLC | 64,652 | $1.67M | 0.0% | +16.2% | 8.620% | |
| 2/12/2021 | Credit Suisse AG | 50,000 | $1.29M | 0.0% | -0.8% | 6.667% | |
