| 11/19/2024 | Barclays PLC | 3,000 | $126K | 0.0% | +33.3% | 0.106% | |
| 11/15/2024 | Barclays PLC | 3,000 | $126K | 0.0% | +33.3% | 0.106% | |
| 11/15/2024 | Jane Street Group LLC | 6,729 | $282K | 0.0% | +24.5% | 0.238% | |
| 11/14/2024 | CreativeOne Wealth LLC | 30,817 | $1.29M | 0.0% | +4.1% | 1.089% | |
| 10/8/2024 | Eagle Wealth Strategies LLC | 7,069 | $296K | 0.2% | -30.1% | 0.247% | |
| 10/4/2024 | HBW Advisory Services LLC | 5,566 | $233K | 0.0% | -94.2% | 0.186% | |
|
| 8/22/2024 | Cetera Investment Advisers | 24,885 | $958K | 0.0% | -1.9% | 0.830% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 22,490 | $866K | 0.0% | -6.0% | 0.750% | |
| 7/31/2024 | Rothschild Investment LLC | 675 | $26K | 0.0% | N/A | 0.023% | |
| 7/5/2024 | HBW Advisory Services LLC | 95,437 | $3.67M | 0.6% | -4.3% | 3.150% | |
| 5/24/2024 | Cetera Advisors LLC | 7,609 | $297K | 0.0% | N/A | 0.244% | |
| 5/14/2024 | CreativeOne Wealth LLC | 36,143 | $1.41M | 0.1% | +25.2% | 1.173% | |
| 5/10/2024 | Banco Santander S.A. | 6,880 | $269K | 0.0% | -18.4% | 0.221% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 15,600 | $610K | 0.0% | N/A | 0.500% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 23,920 | $935K | 0.0% | -7.4% | 0.767% | |
| 4/15/2024 | Eagle Wealth Strategies LLC | 10,218 | $395K | 0.3% | -3.1% | 0.328% | |
| 2/14/2024 | Prudential PLC | 22,000 | $780K | 0.0% | N/A | 0.705% | |
| 2/9/2024 | CreativeOne Wealth LLC | 28,865 | $1.02M | 0.1% | -15.6% | 0.925% | |
| 2/6/2024 | NTV Asset Management LLC | 5,660 | $201K | 0.0% | N/A | 0.181% | |
| 2/5/2024 | Eagle Wealth Strategies LLC | 10,545 | $374K | 0.2% | N/A | 0.338% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 10,376 | $368K | 0.0% | -10.8% | 0.330% | |
| 1/12/2024 | Archford Capital Strategies LLC | 10,046 | $356K | 0.1% | -46.7% | 0.320% | |
| 11/13/2023 | Personal CFO Solutions LLC | 8,635 | $263K | 0.1% | -31.7% | 0.267% | |
| 11/8/2023 | Banco Santander S.A. | 8,430 | $256K | 0.0% | -16.9% | 0.261% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 23,877 | $726K | 0.0% | -3.5% | 0.739% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 11,635 | $354K | 0.0% | -6.7% | 0.360% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 27,024 | $822K | 0.0% | -6.6% | 0.837% | |
| 10/17/2023 | CreativeOne Wealth LLC | 34,198 | $1.04M | 0.1% | -14.5% | 1.059% | |
| 10/12/2023 | HBW Advisory Services LLC | 99,578 | $3.03M | 0.6% | +2.9% | 3.122% | |
| 10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 1,116 | $34K | 0.0% | N/A | 0.035% | |
| 8/10/2023 | GeoWealth Management LLC | 5,536 | $177K | 0.0% | -9.1% | 0.171% | |
| 8/10/2023 | Personal CFO Solutions LLC | 12,635 | $403K | 0.1% | -10.6% | 0.390% | |
| 8/9/2023 | Flow Traders U.S. LLC | 14,165 | $451K | 0.0% | +52.7% | 0.437% | |
| 8/2/2023 | Archford Capital Strategies LLC | 19,002 | $635K | 0.1% | -4.4% | 0.586% | |
| 7/31/2023 | LPL Financial LLC | 46,889 | $1.49M | 0.0% | -13.8% | 1.447% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 6,161 | $196K | 0.0% | -7.3% | 0.192% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 12,473 | $397K | 0.0% | -3.8% | 0.389% | |
| 7/18/2023 | Stratos Wealth Partners LTD. | 24,754 | $789K | 0.0% | -12.1% | 0.771% | |
| 7/6/2023 | HBW Advisory Services LLC | 96,809 | $3.08M | 0.7% | -1.7% | 3.025% | |
| 5/10/2023 | Banco Santander S.A. | 10,140 | $302K | 0.0% | -37.0% | 0.305% | |
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| 5/9/2023 | Personal CFO Solutions LLC | 14,135 | $421K | 0.1% | -3.9% | 0.426% | |
| 5/1/2023 | Csenge Advisory Group | 12,571 | $374K | 0.0% | -30.7% | 0.379% | |
| 4/27/2023 | Stratos Wealth Partners LTD. | 28,152 | $838K | 0.0% | -12.7% | 0.838% | |
| 4/25/2023 | Creative Financial Designs Inc. ADV | 6,646 | $198K | 0.0% | +19.0% | 0.198% | |
| 4/14/2023 | AE Wealth Management LLC | 10,695 | $318K | 0.0% | N/A | 0.318% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 12,961 | $386K | 0.0% | +3.3% | 0.386% | |
| 4/7/2023 | HBW Advisory Services LLC | 98,456 | $2.93M | 0.7% | +1.4% | 2.766% | |
| 2/13/2023 | GeoWealth Management LLC | 7,009 | $184K | 0.0% | +21.4% | 0.197% | |
| 2/10/2023 | Sandy Spring Bank | 1,210 | $32K | 0.0% | N/A | 0.034% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 12,545 | $327K | 0.0% | +8.2% | 0.352% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 30,117 | $786K | 0.0% | -2.8% | 0.846% | |
| 2/7/2023 | LPL Financial LLC | 43,874 | $1.15M | 0.0% | -7.8% | 1.232% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 19,120 | $499K | 0.0% | +14.1% | 0.537% | |
| 2/1/2023 | Bank of Montreal Can | 3,975 | $111K | 0.0% | -67.3% | 0.114% | |
| 2/1/2023 | Creative Financial Designs Inc. ADV | 5,586 | $146K | 0.0% | -17.7% | 0.160% | |
| 1/26/2023 | Archford Capital Strategies LLC | 19,678 | $514K | 0.1% | -7.4% | 0.562% | |
| 1/5/2023 | HBW Advisory Services LLC | 97,055 | $2.53M | 0.7% | +1.2% | 2.703% | |
| 11/16/2022 | CreativeOne Wealth LLC | 51,710 | $1.33M | 0.1% | +14.7% | 1.386% | |
| 11/8/2022 | Banco Santander S.A. | 16,120 | $413K | 0.0% | -7.3% | 0.426% | |
| 11/1/2022 | Personal CFO Solutions LLC | 15,083 | $387K | 0.1% | -10.5% | 0.399% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 11,594 | $297K | 0.0% | +11.2% | 0.307% | |
| 10/24/2022 | Stratos Wealth Partners LTD. | 35,528 | $911K | 0.0% | -23.2% | 0.940% | |
| 10/17/2022 | Archford Capital Strategies LLC | 21,257 | $545K | 0.1% | -15.1% | 0.561% | |
| 10/5/2022 | HBW Advisory Services LLC | 95,862 | $2.46M | 0.7% | -0.6% | 2.496% | |
| 8/13/2022 | Flow Traders U.S. LLC | 12,074 | $314K | 0.0% | -9.0% | 0.307% | |
| 8/11/2022 | Cetera Investment Advisers | 9,835 | $256K | 0.0% | -43.8% | 0.250% | |
| 8/5/2022 | Personal CFO Solutions LLC | 16,859 | $438K | 0.1% | -48.2% | 0.429% | |
| 8/4/2022 | Northwestern Mutual Wealth Management Co. | 1,012 | $26K | 0.0% | N/A | 0.026% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 17,789 | $462K | 0.0% | +10.6% | 0.453% | |
| 8/1/2022 | Creative Financial Designs Inc. ADV | 6,637 | $173K | 0.0% | -11.5% | 0.169% | |
| 7/28/2022 | Banco Santander S.A. | 17,390 | $452K | 0.0% | -31.5% | 0.442% | |
| 7/22/2022 | Stratos Wealth Partners LTD. | 46,279 | $1.20M | 0.0% | -2.4% | 1.178% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 32,148 | $835K | 0.0% | -15.6% | 0.818% | |
| 7/13/2022 | HBW Advisory Services LLC | 96,406 | $2.51M | 0.6% | N/A | 2.453% | |
| 5/11/2022 | Raymond James Financial Services Advisors Inc. | 130,099 | $4.74M | 0.0% | -49.9% | 2.930% | |
| 5/9/2022 | Csenge Advisory Group | 18,136 | $661K | 0.1% | +3.0% | 0.408% | |
| 5/9/2022 | Banco Santander S.A. | 25,380 | $922K | 0.0% | -17.9% | 0.572% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 14,495 | $617K | 0.0% | -5.5% | 0.326% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 38,111 | $1.39M | 0.0% | -1.4% | 0.858% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 16,086 | $586K | 0.0% | -4.5% | 0.362% | |
| 5/2/2022 | Macroview Investment Management LLC | 1,249 | $46K | 0.1% | -34.2% | 0.028% | |
| 5/2/2022 | Personal CFO Solutions LLC | 32,524 | $1.19M | 0.2% | -27.4% | 0.723% | |
| 4/26/2022 | Stratos Wealth Partners LTD. | 47,393 | $1.73M | 0.0% | -4.0% | 1.042% | |
| 4/20/2022 | Wealth Management Resources Inc. | 10,431 | $380K | 0.3% | -5.9% | 0.229% | |
| 4/18/2022 | Archford Capital Strategies LLC | 24,717 | $906K | 0.2% | +3.7% | 0.510% | |
| 4/15/2022 | Creative Financial Designs Inc. ADV | 7,499 | $273K | 0.0% | -4.0% | 0.155% | |
| 4/11/2022 | Dynamic Advisor Solutions LLC | 6,112 | $223K | 0.0% | -14.5% | 0.133% | |
| 2/15/2022 | Cetera Investment Advisers | 18,453 | $786K | 0.0% | +9.5% | 0.379% | |
| 2/10/2022 | Wealth Management Resources Inc. | 11,086 | $472K | 0.3% | N/A | 0.228% | |
| 2/10/2022 | Csenge Advisory Group | 17,600 | $763K | 0.1% | -7.7% | 0.361% | |
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| 2/10/2022 | Covestor Ltd | 2,245 | $96K | 0.1% | N/A | 0.046% | |
| 2/9/2022 | Sowell Financial Services LLC | 29,150 | $1.24M | 0.1% | -15.0% | 0.594% | |
| 2/9/2022 | Banco Santander S.A. | 30,900 | $1.31M | 0.0% | -4.3% | 0.629% | |
| 2/9/2022 | Insight Advisors LLC PA | 5,398 | $230K | 0.1% | -35.7% | 0.110% | |
| 2/8/2022 | Raymond James Financial Services Advisors Inc. | 259,841 | $11.06M | 0.0% | +18.1% | 5.292% | |
| 2/8/2022 | Bank of America Corp DE | 263,671 | $11.23M | 0.0% | +113.7% | 5.370% | |
| 2/8/2022 | Raymond James & Associates | 8,575 | $365K | 0.0% | +75.6% | 0.175% | |
| 2/8/2022 | Mirae Asset Global Investments Co. Ltd. | 77,625 | $3.31M | 0.0% | N/A | 1.581% | |
| 2/7/2022 | Quantitative Advantage LLC | 6,729 | $287K | 0.0% | +19.2% | 0.137% | |
| 2/4/2022 | NTV Asset Management LLC | 6,260 | $267K | 0.0% | +11.8% | 0.127% | |
