| 3/24/2025 | Fulcrum Equity Management | 15,553 | $1.81M | 1.8% | N/A | 0.416% | |
| 3/4/2025 | Buska Wealth Management LLC | 18,280 | $2.12M | 0.7% | +1.7% | 0.489% | |
| 2/26/2025 | Virtue Capital Management LLC | 1,971 | $229K | 0.0% | -72.9% | 0.053% | |
| 2/17/2025 | WBI Investments LLC | 2,673 | $310K | 0.1% | +7.5% | 0.071% | |
| 2/17/2025 | Two Sigma Investments LP | 16,800 | $1.95M | 0.0% | -37.3% | 0.449% | |
| 2/17/2025 | Cetera Investment Advisers | 18,181 | $2.11M | 0.0% | +20.2% | 0.486% | |
| 2/17/2025 | Citadel Advisors LLC | 7,971 | $925K | 0.0% | N/A | 0.213% | |
| 2/17/2025 | Bank of America Corp DE | 64,913 | $7.53M | 0.0% | +16.0% | 1.736% | |
| 2/17/2025 | Ameriprise Financial Inc. | 41,152 | $4.77M | 0.0% | -17.2% | 1.100% | |
| 2/17/2025 | Adapt Wealth Advisors LLC | 2,967 | $344K | 0.2% | N/A | 0.079% | |
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| 2/14/2025 | Jane Street Group LLC | 4,206 | $488K | 0.0% | +7.2% | 0.112% | |
| 2/14/2025 | Two Sigma Securities LLC | 2,108 | $245K | 0.0% | N/A | 0.056% | |
| 2/14/2025 | MML Investors Services LLC | 10,193 | $1.18M | 0.0% | -6.4% | 0.273% | |
| 2/13/2025 | Raymond James Financial Inc. | 122,815 | $14.25M | 0.0% | N/A | 3.284% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 8,660 | $1.01M | 0.0% | -1.5% | 0.232% | |
| 2/12/2025 | OLD Mission Capital LLC | 2,462 | $286K | 0.0% | N/A | 0.066% | |
| 2/11/2025 | LPL Financial LLC | 179,279 | $20.81M | 0.0% | +31.6% | 4.794% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 7,020 | $815K | 0.0% | +3.6% | 0.188% | |
| 2/7/2025 | HighTower Advisors LLC | 196,351 | $22.79M | 0.0% | +1.3% | 5.250% | |
| 2/6/2025 | Raymond James Financial Inc. | 122,815 | $14.25M | 0.0% | N/A | 3.275% | |
| 2/5/2025 | Stegent Equity Advisors Inc. | 16,169 | $1.88M | 1.9% | +12.7% | 0.431% | |
| 2/4/2025 | Marshall Investment Management LLC | 9,869 | $1.14M | 0.7% | N/A | 0.263% | |
| 2/3/2025 | Legacy Capital Group California Inc. | 2,875 | $334K | 0.1% | N/A | 0.077% | |
| 2/3/2025 | Private Advisor Group LLC | 4,062 | $471K | 0.0% | -44.7% | 0.108% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,350 | $853K | 0.0% | -9.7% | 0.196% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 1,727 | $200K | 0.0% | -12.0% | 0.046% | |
| 1/31/2025 | Truist Financial Corp | 25,361 | $2.94M | 0.0% | +0.6% | 0.676% | |
| 1/29/2025 | Focus Financial Network Inc. | 19,638 | $2.28M | 0.1% | -2.3% | 0.521% | |
| 1/29/2025 | First National Corp MA ADV | 37,220 | $4.32M | 1.0% | -62.0% | 0.987% | |
| 1/29/2025 | Elevate Capital Advisors LLC | 11,233 | $1.30M | 1.1% | N/A | 0.298% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 97,074 | $11.27M | 0.2% | +65.8% | 2.575% | |
| 1/24/2025 | DAVENPORT & Co LLC | 16,272 | $1.89M | 0.0% | +1.1% | 0.432% | |
| 1/24/2025 | Western Financial Corp CA | 3,180 | $369K | 0.2% | N/A | 0.084% | |
| 1/23/2025 | New Wave Wealth Advisors LLC | 545 | $63K | 0.0% | N/A | 0.014% | |
| 1/23/2025 | Fifth Third Securities Inc. | 11,577 | $1.34M | 0.1% | +108.2% | 0.307% | |
| 1/22/2025 | Nilsine Partners LLC | 15,164 | $1.76M | 0.2% | -0.6% | 0.402% | |
| 1/21/2025 | PCG Wealth Advisors LLC | 14,085 | $1.64M | 0.6% | N/A | 0.360% | |
| 1/21/2025 | Carr Financial Group Corp | 2,223 | $258K | 0.1% | N/A | 0.057% | |
| 1/17/2025 | Mutual Advisors LLC | 69,800 | $8.09M | 0.2% | -0.8% | 1.785% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 13,293 | $1.54M | 0.0% | N/A | 0.340% | |
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| 11/18/2024 | Virtue Capital Management LLC | 7,270 | $840K | 0.2% | N/A | 0.194% | |
| 11/15/2024 | MML Investors Services LLC | 10,895 | $1.26M | 0.0% | +7.0% | 0.291% | |
| 11/15/2024 | Jane Street Group LLC | 3,923 | $453K | 0.0% | +11.9% | 0.105% | |
| 11/15/2024 | HighTower Advisors LLC | 193,791 | $22.39M | 0.0% | N/A | 5.168% | |
| 11/13/2024 | Freedom Investment Management Inc. | 23,665 | $2.74M | 0.2% | N/A | 0.631% | |
| 11/13/2024 | FMR LLC | 791 | $91K | 0.0% | +196.3% | 0.021% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 58,537 | $6.76M | 0.1% | +1.2% | 1.561% | |
| 11/8/2024 | Prospera Financial Services Inc | 1,897 | $219K | 0.0% | N/A | 0.051% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 9,325 | $1.08M | 0.0% | -14.9% | 0.249% | |
| 10/30/2024 | MinichMacGregor Wealth Management LLC | 2,981 | $344K | 0.1% | N/A | 0.081% | |
| 10/28/2024 | Focus Financial Network Inc. | 20,091 | $2.32M | 0.1% | +5.2% | 0.546% | |
| 10/25/2024 | Mutual Advisors LLC | 70,390 | $8.29M | 0.2% | -7.1% | 1.913% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 3,584 | $414K | 0.0% | -9.2% | 0.095% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 4,240 | $489K | 0.0% | N/A | 0.113% | |
| 10/22/2024 | Private Advisor Group LLC | 7,346 | $849K | 0.0% | N/A | 0.195% | |
| 10/21/2024 | Fortis Group Advisors LLC | 1,751 | $202K | 0.0% | -96.8% | 0.047% | |
| 10/19/2024 | Stegent Equity Advisors Inc. | 14,342 | $1.66M | 1.8% | -6.4% | 0.351% | |
| 10/18/2024 | Raymond James & Associates | 26,575 | $3.07M | 0.0% | N/A | 0.650% | |
| 10/8/2024 | First National Corp MA ADV | 98,051 | $11.33M | 2.5% | N/A | 2.091% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,137 | $940K | 0.1% | +253.8% | 0.173% | |
| 8/22/2024 | Cetera Investment Advisers | 12,529 | $1.28M | 0.0% | +12.9% | 0.434% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 10,960 | $1.12M | 0.0% | +28.4% | 0.379% | |
| 8/3/2024 | Hudock Inc. | 2,344 | $240K | 0.0% | N/A | 0.081% | |
| 8/1/2024 | Stegent Equity Advisors Inc. | 15,319 | $1.57M | 1.6% | -4.8% | 0.534% | |
| 7/31/2024 | Nilsine Partners LLC | 9,035 | $926K | 0.1% | -4.3% | 0.315% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 7,730 | $792K | 0.0% | -12.6% | 0.269% | |
| 7/31/2024 | Fortis Group Advisors LLC | 54,528 | $5.59M | 1.1% | -29.0% | 1.900% | |
| 7/30/2024 | WBI Investments LLC | 2,231 | $229K | 0.1% | +6.7% | 0.078% | |
| 7/22/2024 | Legacy Capital Group California Inc. | 2,452 | $251K | 0.1% | -15.3% | 0.086% | |
| 7/22/2024 | Focus Financial Network Inc. | 19,103 | $2.07M | 0.1% | +3.1% | 0.670% | |
| 7/17/2024 | AdvisorNet Financial Inc | 1,323 | $135K | 0.0% | +8.5% | 0.046% | |
| 7/15/2024 | Fifth Third Securities Inc. | 7,488 | $767K | 0.1% | N/A | 0.259% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 8,537 | $920K | 0.0% | N/A | 0.286% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 61,495 | $6.63M | 0.2% | +412.3% | 2.064% | |
| 5/8/2024 | Advisors Preferred LLC | 3,641 | $390K | 0.1% | +118.2% | 0.122% | |
| 5/8/2024 | Legacy Capital Group California Inc. | 2,896 | $312K | 0.1% | -8.0% | 0.097% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 2,671 | $288K | 0.0% | N/A | 0.090% | |
| 5/7/2024 | PFG Advisors | 3,524 | $380K | 0.0% | N/A | 0.118% | |
| 5/4/2024 | WBI Investments LLC | 2,091 | $225K | 0.0% | N/A | 0.070% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,998 | $1.29M | 0.2% | +33.0% | 0.403% | |
| 5/2/2024 | Mutual Advisors LLC | 76,676 | $8.26M | 0.3% | -0.9% | 2.573% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 5,933 | $639K | 0.0% | +26.2% | 0.199% | |
| 5/1/2024 | Stegent Equity Advisors Inc. | 16,083 | $1.73M | 1.8% | -23.0% | 0.540% | |
| 4/30/2024 | Private Advisor Group LLC | 8,712 | $939K | 0.0% | N/A | 0.292% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 3,945 | $425K | 0.0% | +15.0% | 0.132% | |
| 4/30/2024 | Fortis Group Advisors LLC | 76,811 | $8.28M | 1.5% | N/A | 2.578% | |
| 4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 1,055,000 | $113.68M | 2.2% | +160.5% | 35.403% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 8,846 | $953K | 0.0% | +2.8% | 0.297% | |
| 4/26/2024 | Carr Financial Group Corp | 2,252 | $243K | 0.1% | -29.1% | 0.075% | |
| 4/24/2024 | Fulcrum Equity Management | 13,381 | $1.44M | 1.7% | +2.0% | 0.445% | |
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| 4/22/2024 | Nilsine Partners LLC | 9,444 | $1.02M | 0.1% | -24.8% | 0.314% | |
| 4/15/2024 | Brookstone Capital Management | 2,139 | $230K | 0.0% | -19.7% | 0.071% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 18,761 | $1.70M | 0.1% | N/A | 0.893% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 12,003 | $1.09M | 0.0% | +37.9% | 0.572% | |
| 2/8/2024 | Legacy Capital Group California Inc. | 3,147 | $285K | 0.1% | N/A | 0.150% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 4,702 | $426K | 0.0% | N/A | 0.224% | |
| 2/5/2024 | Stegent Equity Advisors Inc. | 20,897 | $1.89M | 2.2% | -7.7% | 0.995% | |
| 1/26/2024 | Carr Financial Group Corp | 3,178 | $288K | 0.1% | -20.7% | 0.149% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 798 | $72K | 0.0% | N/A | 0.037% | |
| 1/24/2024 | Advisors Preferred LLC | 1,669 | $153K | 0.0% | N/A | 0.078% | |
