| 1/14/2025 | 180 Wealth Advisors LLC | 204,339 | $977K | 0.2% | +10.5% | 1.202% | |
| 11/25/2024 | Sanctuary Advisors LLC | 87,140 | $436K | 0.0% | +29.8% | 0.513% | |
| 9/5/2024 | Sanctuary Advisors LLC | 67,139 | $323K | 0.0% | N/A | 0.395% | |
| 7/17/2024 | 180 Wealth Advisors LLC | 165,296 | $868K | 0.1% | +225.4% | 0.000% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 35,571 | $215K | 0.0% | +18.5% | 0.000% | |
| 4/16/2024 | 180 Wealth Advisors LLC | 50,800 | $307K | 0.1% | +61.8% | 0.000% | |
| 2/8/2024 | Navellier & Associates Inc. | 100,605 | $724K | 0.1% | +40.3% | 0.000% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 36,844 | $265K | 0.0% | -16.0% | 0.000% | |
| 2/1/2024 | Significant Wealth Partners LLC | 102,771 | $737K | 0.5% | N/A | 0.605% | |
| 11/13/2023 | PNC Financial Services Group Inc. | 4,640 | $46K | 0.0% | N/A | 0.000% | |
|
| 11/9/2023 | Navellier & Associates Inc. | 71,689 | $704K | 0.1% | -3.6% | 0.000% | |
| 11/8/2023 | HighTower Advisors LLC | 151,645 | $1.49M | 0.0% | -1.4% | 0.000% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 32,098 | $315K | 0.0% | -14.2% | 0.000% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 43,884 | $431K | 0.0% | -8.5% | 0.000% | |
| 11/1/2023 | 180 Wealth Advisors LLC | 32,260 | $317K | 0.1% | -13.9% | 0.000% | |
| 8/10/2023 | McGowan Group Asset Management Inc. | 98,018 | $776K | 0.1% | -1.8% | 0.000% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 82,724 | $655K | 0.0% | -23.5% | 0.000% | |
| 8/7/2023 | Navellier & Associates Inc. | 74,381 | $589K | 0.1% | -4.0% | 0.000% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 47,964 | $380K | 0.0% | +13.6% | 0.000% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 37,395 | $296K | 0.0% | +72.9% | 0.000% | |
| 7/12/2023 | 180 Wealth Advisors LLC | 37,456 | $312K | 0.1% | +4.1% | 0.220% | |
| 4/7/2023 | 180 Wealth Advisors LLC | 35,984 | $298K | 0.1% | +56.4% | 0.212% | |
| 2/14/2023 | Dorsey Wright & Associates | 3,481 | $36K | 0.0% | N/A | 0.020% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 42,231 | $438K | 0.0% | -4.1% | 0.248% | |
| 2/9/2023 | HighTower Advisors LLC | 153,870 | $1.60M | 0.0% | N/A | 0.905% | |
| 2/6/2023 | Los Angeles Capital Management LLC | 11,347 | $118K | 0.0% | N/A | 0.067% | |
| 2/2/2023 | Navellier & Associates Inc. | 73,049 | $758K | 0.2% | -9.2% | 0.430% | |
| 2/2/2023 | 180 Wealth Advisors LLC | 23,001 | $249K | 0.1% | +12.4% | 0.135% | |
| 2/1/2023 | Janney Montgomery Scott LLC | 21,954 | $228K | 0.0% | +22.9% | 0.129% | |
| 11/9/2022 | McGowan Group Asset Management Inc. | 99,575 | $674K | 0.1% | +4.0% | 0.586% | |
| 11/9/2022 | Navellier & Associates Inc. | 80,418 | $544K | 0.1% | -2.4% | 0.473% | |
| 10/25/2022 | Janney Montgomery Scott LLC | 17,864 | $121K | 0.0% | +18.2% | 0.105% | |
| 10/12/2022 | 180 Wealth Advisors LLC | 20,466 | $139K | 0.0% | +33.1% | 0.120% | |
| 8/12/2022 | Navellier & Associates Inc. | 82,366 | $535K | 0.1% | -3.3% | 0.485% | |
| 8/11/2022 | McGowan Group Asset Management Inc. | 95,778 | $622K | 0.1% | -10.2% | 0.563% | |
| 8/9/2022 | Shoker Investment Counsel Inc. | 37,252 | $239K | 0.1% | -28.3% | 0.219% | |
| 8/3/2022 | AE Wealth Management LLC | 57,568 | $374K | 0.0% | N/A | 0.339% | |
| 7/20/2022 | Dorsey Wright & Associates | 5,685 | $37K | 0.0% | N/A | 0.033% | |
| 7/11/2022 | 180 Wealth Advisors LLC | 15,371 | $105K | 0.0% | N/A | 0.090% | |
| 5/13/2022 | McGowan Group Asset Management Inc. | 106,700 | $730K | 0.1% | -34.3% | 0.628% | |
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| 5/11/2022 | Shoker Investment Counsel Inc. | 51,976 | $355K | 0.2% | -26.9% | 0.306% | |
| 4/29/2022 | Navellier & Associates Inc. | 85,160 | $582K | 0.1% | N/A | 0.501% | |
| 2/14/2022 | IMA Wealth Inc. | 5,800 | $27K | 0.0% | N/A | 0.034% | |
| 2/7/2022 | Shoker Investment Counsel Inc. | 71,090 | $330K | 0.2% | +9.5% | 0.418% | |
| 11/16/2021 | Beacon Pointe Advisors LLC | 17,240 | $78K | 0.0% | N/A | 0.101% | |
| 11/15/2021 | McGowan Group Asset Management Inc. | 145,596 | $668K | 0.1% | -14.6% | 0.856% | |
| 11/12/2021 | Renaissance Technologies LLC | 179,207 | $823K | 0.0% | +14.9% | 1.054% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 12,000 | $55K | 0.0% | -62.6% | 0.071% | |
| 10/25/2021 | Shoker Investment Counsel Inc. | 64,896 | $295K | 0.1% | -7.4% | 0.382% | |
| 10/8/2021 | Golden Green Inc. | 52,169 | $239K | 0.2% | -41.3% | 0.307% | |
| 8/13/2021 | Renaissance Technologies LLC | 156,000 | $738K | 0.0% | -31.1% | 0.918% | |
| 8/13/2021 | Northern Trust Corp | 13,418 | $64K | 0.0% | +22.6% | 0.079% | |
| 8/2/2021 | Advisor Group Holdings Inc. | 32,083 | $152K | 0.0% | +172.3% | 0.189% | |
| 7/17/2021 | Golden Green Inc. | 88,821 | $420K | 0.3% | N/A | 0.522% | |
| 5/13/2021 | Renaissance Technologies LLC | 226,324 | $792K | 0.0% | +406.1% | 1.331% | |
| 5/12/2021 | Northern Trust Corp | 10,947 | $39K | 0.0% | -50.9% | 0.064% | |
| 5/12/2021 | UBS Group AG | 8,315 | $29K | 0.0% | -54.3% | 0.049% | |
| 5/11/2021 | Shoker Investment Counsel Inc. | 67,931 | $235K | 0.1% | -29.1% | 0.400% | |
| 2/24/2021 | Virtu Financial LLC | 15,952 | $35K | 0.0% | N/A | 0.094% | |
| 2/10/2021 | Renaissance Technologies LLC | 44,722 | $99K | 0.0% | +104.2% | 0.263% | |
| 1/29/2021 | Creative Planning | 161,390 | $358K | 0.0% | +4.2% | 0.949% | |
