| 2/17/2025 | Cetera Investment Advisers | 27,569 | $528K | 0.0% | -3.1% | 0.418% | |
| 2/17/2025 | Citadel Advisors LLC | 671,681 | $12.88M | 0.0% | N/A | 10.177% | |
| 2/17/2025 | Bank of America Corp DE | 187,853 | $3.60M | 0.0% | +8.7% | 2.846% | |
| 2/14/2025 | Jane Street Group LLC | 106,859 | $2.05M | 0.0% | -18.5% | 1.619% | |
| 2/14/2025 | Topsail Wealth Management LLC | 6,800 | $130K | 0.0% | N/A | 0.103% | |
| 2/14/2025 | Stifel Financial Corp | 35,550 | $681K | 0.0% | -6.8% | 0.539% | |
| 2/13/2025 | NewEdge Advisors LLC | 491,096 | $9.41M | 0.1% | +3.3% | 7.441% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 44,151 | $846K | 0.0% | -5.1% | 0.669% | |
| 2/13/2025 | Raymond James Financial Inc. | 1,304,568 | $25.01M | 0.0% | N/A | 19.766% | |
| 2/13/2025 | Wells Fargo & Company MN | 450,862 | $8.64M | 0.0% | -7.5% | 6.831% | |
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| 2/11/2025 | LPL Financial LLC | 423,832 | $8.13M | 0.0% | +1.7% | 6.422% | |
| 2/11/2025 | Kiker Wealth Management LLC | 60,292 | $1.16M | 0.9% | N/A | 0.914% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 76,783 | $1.47M | 0.0% | +2.3% | 1.163% | |
| 2/7/2025 | Cushing Capital Partners LLC | 21,172 | $406K | 0.4% | N/A | 0.321% | |
| 2/6/2025 | Raymond James Financial Inc. | 1,304,568 | $25.01M | 0.0% | N/A | 19.766% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 14,725 | $282K | 0.0% | +26.7% | 0.223% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 701,093 | $13.44M | 0.4% | +0.5% | 10.623% | |
| 1/31/2025 | D.A. Davidson & CO. | 10,400 | $199K | 0.0% | -6.7% | 0.148% | |
| 1/31/2025 | Sanctuary Advisors LLC | 10,403 | $205K | 0.0% | -12.2% | 0.148% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 23,809 | $456K | 0.0% | -17.2% | 0.313% | |
| 1/22/2025 | Genesee Capital Advisors LLC | 122,746 | $2.35M | 1.1% | -2.0% | 1.615% | |
| 1/16/2025 | Trueblood Wealth Management LLC | 56,095 | $1.08M | 0.5% | +19.1% | 0.680% | |
| 1/15/2025 | Arkadios Wealth Advisors | 33,228 | $637K | 0.0% | +7.6% | 0.403% | |
| 11/25/2024 | Sanctuary Advisors LLC | 11,851 | $233K | 0.0% | -21.8% | 0.130% | |
| 11/25/2024 | Pine Valley Investments Ltd Liability Co | 36,622 | $771K | 0.0% | +3.3% | 0.400% | |
| 11/15/2024 | MML Investors Services LLC | 45,640 | $960K | 0.0% | +34.5% | 0.499% | |
| 11/15/2024 | Jane Street Group LLC | 131,101 | $2.76M | 0.0% | +760.1% | 1.433% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 46,544 | $979K | 0.0% | -1.6% | 0.509% | |
| 11/13/2024 | Freedom Investment Management Inc. | 9,753 | $205K | 0.0% | -34.3% | 0.107% | |
| 11/13/2024 | D.A. Davidson & CO. | 11,150 | $235K | 0.0% | -10.3% | 0.122% | |
| 11/8/2024 | Prospera Financial Services Inc | 113,647 | $2.39M | 0.1% | -13.2% | 1.242% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 697,452 | $14.68M | 0.4% | +2.1% | 7.622% | |
| 10/24/2024 | Barnes Pettey Financial Advisors LLC | 25,463 | $536K | 0.4% | -2.0% | 0.269% | |
| 10/24/2024 | PFG Investments LLC | 28,551 | $601K | 0.0% | +3.4% | 0.302% | |
| 10/24/2024 | Arkadios Wealth Advisors | 30,895 | $650K | 0.0% | -17.9% | 0.327% | |
| 10/22/2024 | Private Advisor Group LLC | 10,594 | $223K | 0.0% | -9.4% | 0.112% | |
| 10/21/2024 | Genesee Capital Advisors LLC | 125,206 | $2.64M | 1.3% | -15.2% | 1.325% | |
| 10/18/2024 | Raymond James & Associates | 304,851 | $6.42M | 0.0% | -5.9% | 3.226% | |
| 9/5/2024 | Sanctuary Advisors LLC | 15,152 | $294K | 0.0% | N/A | 0.160% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,455 | $29K | 0.0% | +83.7% | 0.015% | |
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| 8/16/2024 | NewEdge Advisors LLC | 467,782 | $9.20M | 0.1% | -0.6% | 4.950% | |
| 8/8/2024 | Trueblood Wealth Management LLC | 46,787 | $920K | 0.5% | +6.2% | 0.495% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 76,642 | $1.51M | 0.0% | -24.0% | 0.811% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 683,078 | $13.44M | 0.4% | +0.9% | 7.228% | |
| 7/29/2024 | Arkadios Wealth Advisors | 37,653 | $741K | 0.0% | -11.0% | 0.398% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,084,005 | $21.32M | 0.0% | -5.6% | 11.411% | |
| 7/19/2024 | Raymond James & Associates | 323,974 | $6.37M | 0.0% | -2.2% | 3.410% | |
| 7/19/2024 | Genesee Capital Advisors LLC | 147,722 | $2.91M | 1.4% | +0.6% | 1.555% | |
| 7/19/2024 | Barnes Pettey Financial Advisors LLC | 25,986 | $511K | 0.4% | -2.8% | 0.274% | |
| 7/2/2024 | GAMMA Investing LLC | 4,447 | $87K | 0.0% | N/A | 0.046% | |
| 5/10/2024 | Osaic Holdings Inc. | 373,128 | $7.46M | 0.0% | -4.0% | 3.827% | |
| 5/9/2024 | SageView Advisory Group LLC | 4,955 | $99K | 0.0% | N/A | 0.051% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 676,943 | $13.54M | 0.5% | -0.5% | 6.943% | |
| 4/30/2024 | Arkadios Wealth Advisors | 42,327 | $847K | 0.1% | -21.4% | 0.434% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 100,877 | $2.02M | 0.0% | +33.0% | 1.035% | |
| 4/23/2024 | Genesee Capital Advisors LLC | 146,858 | $2.94M | 1.6% | -0.4% | 1.506% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,147,707 | $22.95M | 0.0% | +3.0% | 11.771% | |
| 4/22/2024 | PFG Investments LLC | 27,662 | $553K | 0.0% | -70.2% | 0.284% | |
| 4/22/2024 | Raymond James & Associates | 331,325 | $6.63M | 0.0% | -5.2% | 3.398% | |
| 4/11/2024 | &PARTNERS | 13,889 | $278K | 0.0% | N/A | 0.143% | |
| 2/9/2024 | D.A. Davidson & CO. | 14,550 | $284K | 0.0% | -6.1% | 0.147% | |
| 2/9/2024 | Wells Fargo & Company MN | 458,667 | $8.96M | 0.0% | -22.6% | 4.633% | |
| 2/6/2024 | Private Advisor Group LLC | 14,216 | $278K | 0.0% | +4.9% | 0.144% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 32,949 | $644K | 0.0% | -8.9% | 0.333% | |
| 1/29/2024 | Genesee Capital Advisors LLC | 147,481 | $2.88M | 1.8% | +4.2% | 1.482% | |
| 1/24/2024 | Arkadios Wealth Advisors | 53,862 | $1.05M | 0.1% | +1.2% | 0.541% | |
| 1/24/2024 | International Assets Investment Management LLC | 9,145 | $179K | 0.0% | -35.0% | 0.092% | |
| 1/18/2024 | Trueblood Wealth Management LLC | 44,120 | $862K | 0.5% | N/A | 0.437% | |
| 1/17/2024 | PFG Investments LLC | 92,873 | $1.82M | 0.3% | +228.7% | 0.920% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,114,213 | $21.77M | 0.0% | -58.0% | 11.032% | |
| 1/16/2024 | Raymond James & Associates | 349,677 | $6.83M | 0.0% | -14.4% | 3.462% | |
| 11/13/2023 | Mariner LLC | 51,458 | $913K | 0.0% | +10.0% | 0.500% | |
| 11/13/2023 | LPL Financial LLC | 447,685 | $7.94M | 0.0% | -54.8% | 4.346% | |
| 11/13/2023 | Kestra Advisory Services LLC | 283,569 | $5.03M | 0.0% | +1,578.8% | 2.753% | |
| 11/9/2023 | UBS Group AG | 180,256 | $3.20M | 0.0% | +20.2% | 1.750% | |
| 11/8/2023 | Element Wealth LLC | 1,742 | $31K | 0.0% | N/A | 0.017% | |
| 11/8/2023 | Kestra Private Wealth Services LLC | 36,180 | $642K | 0.0% | +8.6% | 0.351% | |
| 11/6/2023 | PFG Investments LLC | 28,252 | $501K | 0.1% | -70.6% | 0.274% | |
| 11/3/2023 | Private Advisor Group LLC | 13,555 | $240K | 0.0% | +8.3% | 0.132% | |
| 10/25/2023 | Genesee Capital Advisors LLC | 141,514 | $2.51M | 1.8% | -0.9% | 1.189% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 2,655,539 | $47.11M | 0.1% | +15.9% | 22.315% | |
| 10/24/2023 | Raymond James & Associates | 408,521 | $7.25M | 0.0% | -12.2% | 3.433% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 63,031 | $1.12M | 0.0% | +28.3% | 0.530% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 64,128 | $1.14M | 0.0% | +7.8% | 0.539% | |
| 10/13/2023 | Arkadios Wealth Advisors | 53,234 | $944K | 0.1% | -18.2% | 0.418% | |
| 10/6/2023 | &PARTNERS | 16,320 | $290K | 0.1% | -11.0% | 0.127% | |
| 10/4/2023 | International Assets Investment Management LLC | 14,060 | $249K | 0.0% | N/A | 0.110% | |
| 8/10/2023 | Private Advisor Group LLC | 12,514 | $226K | 0.0% | -23.8% | 0.089% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 35,633 | $644K | 0.0% | +6.0% | 0.253% | |
| 8/8/2023 | Kestra Private Wealth Services LLC | 33,308 | $602K | 0.0% | -2.8% | 0.236% | |
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| 8/8/2023 | Prospera Financial Services Inc | 1,256,124 | $22.71M | 0.9% | -8.6% | 8.909% | |
| 8/7/2023 | Vestmark Advisory Solutions Inc. | 16,810 | $304K | 0.0% | -20.1% | 0.119% | |
| 8/3/2023 | PFG Investments LLC | 96,256 | $1.74M | 0.3% | -9.4% | 0.683% | |
| 8/2/2023 | Barnes Pettey Financial Advisors LLC | 41,658 | $753K | 0.7% | -26.6% | 0.296% | |
| 8/2/2023 | Bank of Montreal Can | 2,000 | $37K | 0.0% | N/A | 0.014% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 2,290,445 | $41.41M | 0.1% | +29.9% | 16.130% | |
| 7/25/2023 | Raymond James & Associates | 465,159 | $8.41M | 0.0% | +47.0% | 3.276% | |
| 7/17/2023 | Genesee Capital Advisors LLC | 142,839 | $2.58M | 1.8% | N/A | 1.013% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 49,142 | $888K | 0.0% | -4.9% | 0.349% | |
| 5/12/2023 | Prospera Financial Services Inc | 1,374,866 | $23.70M | 1.0% | +6.4% | 10.699% | |
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