| 2/17/2025 | Bank of America Corp DE | 37,558 | $2.25M | 0.0% | +41.0% | 4.127% | |
| 2/14/2025 | Two Sigma Securities LLC | 3,711 | $222K | 0.0% | N/A | 0.408% | |
| 2/14/2025 | IHT Wealth Management LLC | 3,475 | $208K | 0.0% | -45.3% | 0.382% | |
| 2/13/2025 | Synovus Financial Corp | 6,340 | $379K | 0.0% | -3.6% | 0.697% | |
| 2/11/2025 | LPL Financial LLC | 19,706 | $1.18M | 0.0% | +1.9% | 2.165% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 1,262 | $75K | 0.0% | -20.5% | 0.139% | |
| 2/4/2025 | TruNorth Capital Management LLC | 2,400 | $143K | 1.9% | N/A | 0.264% | |
| 1/27/2025 | Meritage Portfolio Management | 10,170 | $608K | 0.0% | +12.3% | 1.118% | |
| 11/15/2024 | IHT Wealth Management LLC | 6,349 | $360K | 0.0% | -4.3% | 0.705% | |
| 11/6/2024 | Accredited Investors Inc. | 8,395 | $476K | 0.0% | -13.8% | 0.933% | |
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| 11/4/2024 | Meritage Portfolio Management | 9,055 | $513K | 0.0% | +9.3% | 1.006% | |
| 10/22/2024 | Private Advisor Group LLC | 9,691 | $549K | 0.0% | N/A | 1.077% | |
| 7/20/2024 | Accredited Investors Inc. | 9,734 | $478K | 0.0% | -18.0% | 0.973% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 4,723 | $241K | 0.0% | -12.0% | 0.437% | |
| 5/7/2024 | Redmond Asset Management LLC | 4,156 | $212K | 0.1% | -23.8% | 0.385% | |
| 4/29/2024 | Meritage Portfolio Management | 8,290 | $422K | 0.0% | -5.5% | 0.768% | |
| 2/6/2024 | Private Advisor Group LLC | 43,118 | $2.36M | 0.0% | +130.6% | 3.593% | |
| 2/6/2024 | Bordeaux Wealth Advisors LLC | 4,235 | $232K | 0.1% | N/A | 0.353% | |
| 1/25/2024 | SOL Capital Management CO | 6,025 | $329K | 0.0% | -8.4% | 0.482% | |
| 1/25/2024 | BSW Wealth Partners | 4,297 | $235K | 0.0% | N/A | 0.344% | |
| 1/24/2024 | Private Trust Co. NA | 845 | $46K | 0.0% | N/A | 0.068% | |
| 1/19/2024 | Synergy Asset Management LLC | 55,747 | $3.05M | 0.5% | N/A | 4.460% | |
| 11/14/2023 | Synovus Financial Corp | 6,432 | $282K | 0.0% | -13.3% | 0.559% | |
| 11/9/2023 | Blair William & Co. IL | 1,741 | $76K | 0.0% | -54.1% | 0.151% | |
| 11/3/2023 | Private Advisor Group LLC | 18,697 | $819K | 0.0% | N/A | 1.626% | |
| 10/30/2023 | Meritage Portfolio Management | 8,585 | $376K | 0.0% | N/A | 0.747% | |
| 8/11/2023 | Davidson Investment Advisors | 65,742 | $2.85M | 0.2% | N/A | 5.057% | |
| 8/10/2023 | Cary Street Partners Investment Advisory LLC | 2,600 | $113K | 0.0% | -20.0% | 0.200% | |
| 8/8/2023 | Synovus Financial Corp | 7,420 | $322K | 0.0% | -10.7% | 0.571% | |
| 8/4/2023 | Simplex Trading LLC | 1,360 | $58K | 0.0% | N/A | 0.105% | |
| 8/3/2023 | Accredited Investors Inc. | 11,872 | $515K | 0.0% | N/A | 0.913% | |
| 7/31/2023 | LPL Financial LLC | 31,204 | $1.35M | 0.0% | +24.0% | 2.400% | |
| 7/31/2023 | Brown Advisory Inc. | 30,330 | $1.32M | 0.0% | -13.4% | 2.333% | |
| 5/11/2023 | Synovus Financial Corp | 8,305 | $383K | 0.0% | -40.3% | 0.644% | |
| 5/3/2023 | Redmond Asset Management LLC | 5,885 | $271K | 0.1% | N/A | 0.456% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 17,943 | $828K | 0.0% | -27.2% | 1.413% | |
| 4/12/2023 | Private Trust Co. NA | 933 | $43K | 0.0% | N/A | 0.073% | |
| 2/13/2023 | Heritage Wealth Management LLC | 522 | $30K | 0.0% | N/A | 0.045% | |
| 2/10/2023 | Marble Harbor Investment Counsel LLC | 4,200 | $239K | 0.0% | N/A | 0.362% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 24,640 | $1.40M | 0.0% | N/A | 2.124% | |
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| 2/7/2023 | LPL Financial LLC | 10,819 | $617K | 0.0% | -18.4% | 0.933% | |
| 2/7/2023 | NovaPoint Capital LLC | 40,116 | $2.29M | 1.0% | -33.6% | 3.458% | |
| 2/6/2023 | Synovus Financial Corp | 13,904 | $792K | 0.0% | +64.0% | 1.199% | |
| 1/11/2023 | Phocas Financial Corp. | 1,360 | $78K | 0.0% | N/A | 0.114% | |
| 11/10/2022 | Fusion Capital LLC | 3,709 | $205K | 0.1% | -7.0% | 0.283% | |
| 11/2/2022 | Avantax Advisory Services Inc. | 5,734 | $317K | 0.0% | +4.2% | 0.434% | |
| 10/27/2022 | Synovus Financial Corp | 8,479 | $465K | 0.0% | +14.4% | 0.642% | |
| 10/12/2022 | PCG Wealth Advisors LLC | 5,748 | $319K | 0.1% | N/A | 0.435% | |
| 10/11/2022 | Fulcrum Equity Management | 46,173 | $2.55M | 2.2% | N/A | 3.525% | |
| 8/4/2022 | NovaPoint Capital LLC | 62,076 | $3.32M | 1.4% | -11.5% | 4.775% | |
| 5/10/2022 | Western Wealth Management LLC | 45,859 | $2.81M | 0.1% | +417.0% | 3.207% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 19,931 | $1.22M | 0.0% | +132.2% | 1.394% | |
| 5/3/2022 | Venture Visionary Partners LLC | 3,455 | $211K | 0.0% | -16.8% | 0.242% | |
| 5/3/2022 | Fusion Capital LLC | 3,965 | $243K | 0.1% | N/A | 0.277% | |
| 4/29/2022 | NovaPoint Capital LLC | 70,136 | $4.30M | 1.6% | N/A | 4.905% | |
| 4/27/2022 | Avantax Advisory Services Inc. | 5,405 | $327K | 0.0% | +13.2% | 0.378% | |
| 4/21/2022 | CWM LLC | 1,600 | $98K | 0.0% | N/A | 0.112% | |
| 2/8/2022 | Bank of America Corp DE | 37,912 | $2.39M | 0.0% | +5.6% | 2.894% | |
| 2/8/2022 | Raymond James & Associates | 8,850 | $557K | 0.0% | +4.1% | 0.676% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 8,583 | $540K | 0.0% | +4.0% | 0.665% | |
| 1/27/2022 | Brown Advisory Inc. | 34,355 | $2.16M | 0.0% | +3.6% | 2.684% | |
| 1/24/2022 | Avantax Advisory Services Inc. | 4,775 | $301K | 0.0% | +11.7% | 0.373% | |
| 11/12/2021 | Rockefeller Capital Management L.P. | 404 | $25K | 0.0% | -86.2% | 0.035% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 8,253 | $511K | 0.0% | -46.2% | 0.682% | |
| 11/2/2021 | Raymond James & Associates | 8,503 | $527K | 0.0% | +28.2% | 0.703% | |
| 11/2/2021 | Benjamin F. Edwards & Company Inc. | 573 | $35K | 0.0% | -27.5% | 0.047% | |
| 10/21/2021 | Avantax Advisory Services Inc. | 4,275 | $261K | 0.0% | +11.8% | 0.353% | |
| 10/12/2021 | Marquette Asset Management LLC | 6,800 | $283K | 0.1% | N/A | 0.562% | |
| 8/17/2021 | Citadel Advisors LLC | 23,090 | $1.38M | 0.0% | N/A | 1.877% | |
| 8/16/2021 | Bank of America Corp DE | 79,177 | $4.73M | 0.0% | -9.9% | 6.437% | |
| 8/16/2021 | Morgan Stanley | 74,334 | $4.44M | 0.0% | +8.5% | 6.043% | |
| 8/16/2021 | Goldman Sachs Group Inc. | 3,959 | $237K | 0.0% | N/A | 0.322% | |
| 8/13/2021 | LPL Financial LLC | 11,939 | $713K | 0.0% | +7.1% | 0.971% | |
| 8/13/2021 | Stifel Financial Corp | 4,809 | $287K | 0.0% | -29.5% | 0.391% | |
| 8/13/2021 | Northwestern Mutual Wealth Management Co. | 441 | $26K | 0.0% | N/A | 0.036% | |
| 8/12/2021 | Lido Advisors LLC | 27,674 | $1.65M | 0.0% | N/A | 2.250% | |
| 8/11/2021 | Susquehanna International Group LLP | 17,765 | $1.06M | 0.0% | +349.7% | 1.444% | |
| 8/10/2021 | Rockefeller Capital Management L.P. | 2,919 | $174K | 0.0% | +53.1% | 0.237% | |
| 8/6/2021 | River Wealth Advisors LLC | 3,717 | $222K | 0.0% | -7.8% | 0.302% | |
| 8/2/2021 | Advisor Group Holdings Inc. | 15,350 | $917K | 0.0% | +82.9% | 1.248% | |
| 7/20/2021 | SOL Capital Management CO | 6,575 | $393K | 0.1% | -4.7% | 0.518% | |
| 5/18/2021 | Morgan Stanley | 68,510 | $4.18M | 0.0% | +1,406.0% | 4.725% | |
| 5/18/2021 | Jane Street Group LLC | 26,703 | $1.63M | 0.0% | N/A | 1.842% | |
| 5/17/2021 | Royal Bank of Canada | 6,787 | $414K | 0.0% | -68.6% | 0.468% | |
| 5/17/2021 | Ameriprise Financial Inc. | 4,958 | $303K | 0.0% | N/A | 0.342% | |
| 5/14/2021 | Brown Advisory Inc. | 33,150 | $2.02M | 0.0% | +12.3% | 2.286% | |
| 5/14/2021 | Stifel Financial Corp | 6,817 | $416K | 0.0% | -53.9% | 0.470% | |
| 5/12/2021 | UBS Group AG | 12,189 | $744K | 0.0% | +6.8% | 0.841% | |
| 5/11/2021 | River Wealth Advisors LLC | 4,030 | $246K | 0.0% | -21.5% | 0.278% | |
| 5/11/2021 | Maryland Capital Management | 3,800 | $232K | 0.0% | N/A | 0.262% | |
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| 5/11/2021 | Rockefeller Capital Management L.P. | 1,907 | $116K | 0.0% | N/A | 0.132% | |
| 4/29/2021 | Retirement Capital Strategies | 136,260 | $8.32M | 3.3% | N/A | 9.733% | |
| 4/27/2021 | Janney Montgomery Scott LLC | 7,501 | $458K | 0.0% | +14.0% | 0.521% | |
| 2/16/2021 | Benjamin F. Edwards & Company Inc. | 8,046 | $381K | 0.0% | N/A | 0.805% | |
| 2/12/2021 | Brown Advisory Inc. | 29,510 | $1.40M | 0.0% | -0.8% | 2.951% | |
| 2/12/2021 | LPL Financial LLC | 5,991 | $283K | 0.0% | -17.4% | 0.599% | |
| 2/11/2021 | Synovus Financial Corp | 7,275 | $343K | 0.0% | N/A | 0.728% | |
| 2/10/2021 | Nicholas Company Inc. | 22,385 | $1.06M | 0.0% | N/A | 2.460% | |
| 2/9/2021 | Parkside Financial Bank & Trust | 2,219 | $105K | 0.0% | -75.7% | 0.244% | |
