| 2/17/2025 | Cetera Investment Advisers | 7,526 | $782K | 0.0% | +4.5% | 0.376% | |
| 2/17/2025 | Citadel Advisors LLC | 2,150 | $223K | 0.0% | -45.7% | 0.108% | |
| 2/17/2025 | Bank of America Corp DE | 6,293 | $654K | 0.0% | -1.9% | 0.315% | |
| 2/13/2025 | Mariner LLC | 2,060 | $214K | 0.0% | -33.6% | 0.103% | |
| 2/13/2025 | Raymond James Financial Inc. | 13,844 | $1.44M | 0.0% | N/A | 0.692% | |
| 2/13/2025 | Wells Fargo & Company MN | 26,685 | $2.77M | 0.0% | +2.5% | 1.334% | |
| 2/11/2025 | LPL Financial LLC | 188,477 | $19.58M | 0.0% | +4.0% | 9.424% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 82,789 | $8.60M | 0.0% | +3.3% | 4.139% | |
| 2/7/2025 | Independent Advisor Alliance | 5,682 | $590K | 0.0% | N/A | 0.284% | |
| 2/6/2025 | Raymond James Financial Inc. | 13,844 | $1.44M | 0.0% | N/A | 0.692% | |
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| 2/6/2025 | Steward Partners Investment Advisory LLC | 763 | $79K | 0.0% | -47.9% | 0.038% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,580 | $164K | 0.0% | +174.8% | 0.079% | |
| 2/4/2025 | Colonial River Investments LLC | 6,059 | $629K | 0.3% | -1.9% | 0.303% | |
| 2/3/2025 | Pacific Sun Financial Corp | 20,552 | $2.14M | 1.2% | -0.5% | 1.028% | |
| 2/3/2025 | Private Advisor Group LLC | 2,735 | $284K | 0.0% | +6.1% | 0.137% | |
| 1/31/2025 | Truist Financial Corp | 11,242 | $1.17M | 0.0% | -1.8% | 0.562% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 31,958 | $3.32M | 0.1% | N/A | 1.598% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 31,958 | $3.32M | 0.0% | N/A | 1.598% | |
| 1/21/2025 | Rodgers & Associates LTD | 28,135 | $2.92M | 0.3% | -4.6% | 1.407% | |
| 1/13/2025 | Davis Investment Partners LLC | 13,875 | $1.42M | 0.6% | -2.5% | 0.694% | |
| 11/15/2024 | MML Investors Services LLC | 8,261 | $895K | 0.0% | -16.1% | 0.413% | |
| 11/12/2024 | Nwam LLC | 16,738 | $1.81M | 0.1% | N/A | 0.837% | |
| 11/5/2024 | Savvy Advisors Inc. | 3,140 | $340K | 0.1% | N/A | 0.157% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 6,065 | $657K | 0.0% | +1.6% | 0.303% | |
| 10/30/2024 | Hazlett Burt & Watson Inc. | 3,859 | $418K | 0.2% | -6.4% | 0.193% | |
| 10/29/2024 | Clear Creek Financial Management LLC | 1,912 | $207K | 0.0% | N/A | 0.096% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 11,808 | $1.28M | 0.1% | N/A | 0.590% | |
| 10/22/2024 | Private Advisor Group LLC | 2,577 | $279K | 0.0% | -7.3% | 0.129% | |
| 10/21/2024 | Rodgers & Associates LTD | 29,505 | $3.20M | 0.4% | -0.9% | 1.475% | |
| 10/17/2024 | Well Done LLC | 15,785 | $1.71M | 0.3% | -3.1% | 0.789% | |
| 10/9/2024 | Pacific Sun Financial Corp | 20,662 | $2.24M | 1.2% | -1.4% | 1.033% | |
| 10/7/2024 | Davis Investment Partners LLC | 14,225 | $1.53M | 0.6% | -4.7% | 0.711% | |
| 8/21/2024 | Truist Financial Corp | 11,450 | $1.12M | 0.0% | -1.8% | 0.573% | |
| 8/19/2024 | EP Wealth Advisors LLC | 20,342 | $1.99M | 0.0% | -1.9% | 1.017% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 5,971 | $583K | 0.0% | N/A | 0.299% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 31,143 | $31K | 0.0% | N/A | 1.557% | |
| 8/6/2024 | Savant Capital LLC | 7,584 | $740K | 0.0% | -11.9% | 0.379% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 79,036 | $7.72M | 0.0% | +3.9% | 3.952% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 35,341 | $3.45M | 0.0% | -3.6% | 1.767% | |
| 7/22/2024 | Colonial River Wealth Management LLC | 6,174 | $603K | 0.3% | -6.8% | 0.309% | |
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| 7/19/2024 | Willner & Heller LLC | 7,886 | $770K | 0.7% | -4.3% | 0.394% | |
| 7/19/2024 | Davis Investment Partners LLC | 14,925 | $1.49M | 0.6% | -8.0% | 0.746% | |
| 7/19/2024 | Well Done LLC | 16,287 | $1.59M | 0.3% | -1.9% | 0.814% | |
| 5/24/2024 | Cetera Advisors LLC | 5,462 | $555K | 0.0% | N/A | 0.273% | |
| 5/10/2024 | Rodgers & Associates LTD | 30,120 | $3.06M | 0.4% | -9.5% | 1.506% | |
| 5/10/2024 | Nwam LLC | 16,773 | $1.66M | 0.1% | -4.3% | 0.839% | |
| 4/30/2024 | Hazlett Burt & Watson Inc. | 4,121 | $420K | 0.3% | -5.1% | 0.205% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 76,104 | $7.74M | 0.0% | -1.0% | 3.786% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 36,673 | $3.73M | 0.0% | -3.6% | 1.825% | |
| 3/6/2024 | Willner & Heller LLC | 8,213 | $771K | 0.9% | N/A | 0.367% | |
| 2/28/2024 | EP Wealth Advisors LLC | 20,737 | $1.95M | 0.0% | -1.5% | 0.926% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 3,330 | $312K | 0.0% | N/A | 0.149% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 2,526 | $237K | 0.0% | -7.9% | 0.113% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 38,043 | $3.57M | 0.0% | -2.7% | 1.698% | |
| 2/9/2024 | Tidemark LLC | 3,570 | $335K | 0.2% | N/A | 0.159% | |
| 2/8/2024 | First Heartland Consultants Inc. | 2,487 | $233K | 0.0% | -11.5% | 0.111% | |
| 2/8/2024 | Pacific Sun Financial Corp | 20,952 | $1.97M | 1.2% | -1.0% | 0.935% | |
| 2/7/2024 | Principal Securities Inc. | 410 | $38K | 0.0% | N/A | 0.018% | |
| 2/6/2024 | Private Advisor Group LLC | 2,703 | $254K | 0.0% | -28.5% | 0.121% | |
| 2/5/2024 | Savant Capital LLC | 8,612 | $808K | 0.0% | -1.6% | 0.384% | |
| 2/2/2024 | Rodgers & Associates LTD | 33,289 | $3.12M | 0.4% | -0.5% | 1.486% | |
| 1/25/2024 | International Assets Investment Management LLC | 3,551 | $333K | 0.0% | N/A | 0.159% | |
| 1/24/2024 | International Assets Investment Management LLC | 333,127 | $31.25M | 0.0% | N/A | 14.872% | |
| 1/23/2024 | Colonial River Wealth Management LLC | 6,627 | $622K | 0.4% | -19.1% | 0.296% | |
| 1/22/2024 | Pallas Capital Advisors LLC | 7,661 | $719K | 0.0% | N/A | 0.342% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 10,059 | $944K | 0.0% | -7.2% | 0.449% | |
| 1/16/2024 | Raymond James & Associates | 5,615 | $527K | 0.0% | -3.3% | 0.251% | |
| 1/12/2024 | Empirical Asset Management LLC | 12,005 | $1.13M | 0.9% | -1.0% | 0.536% | |
| 11/24/2023 | EP Wealth Advisors LLC | 21,063 | $1.79M | 0.0% | +270.6% | 0.940% | |
| 11/13/2023 | LPL Financial LLC | 213,326 | $18.17M | 0.0% | -19.8% | 9.523% | |
| 11/13/2023 | Kestra Advisory Services LLC | 4,712 | $401K | 0.0% | +16.1% | 0.210% | |
| 11/9/2023 | First Heartland Consultants Inc. | 2,810 | $239K | 0.0% | -9.3% | 0.125% | |
| 11/8/2023 | Western Wealth Management LLC | 3,276 | $279K | 0.0% | +13.6% | 0.146% | |
| 11/7/2023 | Cornerstone Wealth Management LLC | 2,547 | $217K | 0.0% | -13.4% | 0.114% | |
| 11/4/2023 | Aspire Private Capital LLC | 350 | $30K | 0.0% | N/A | 0.016% | |
| 11/3/2023 | Colonial River Wealth Management LLC | 8,193 | $698K | 0.5% | -7.6% | 0.366% | |
| 11/3/2023 | Private Advisor Group LLC | 3,781 | $322K | 0.0% | -7.1% | 0.169% | |
| 11/2/2023 | Hazlett Burt & Watson Inc. | 4,338 | $369K | 0.3% | +6.3% | 0.194% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 39,115 | $3.33M | 0.0% | -13.5% | 1.746% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 76,181 | $6.49M | 0.0% | +2.8% | 3.401% | |
| 10/17/2023 | Rodgers & Associates LTD | 33,473 | $2.85M | 0.4% | -0.4% | 1.494% | |
| 10/17/2023 | Meridian Wealth Management LLC | 7,737 | $659K | 0.0% | -3.9% | 0.345% | |
| 8/30/2023 | Western Wealth Management LLC | 2,885 | $257K | 0.0% | +6.1% | 0.129% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 74,136 | $6.62M | 0.0% | +2.8% | 3.310% | |
| 8/10/2023 | Nwam LLC | 17,641 | $1.57M | 0.1% | -3.4% | 0.788% | |
| 8/9/2023 | Flow Traders U.S. LLC | 2,281 | $204K | 0.0% | -23.1% | 0.102% | |
| 8/8/2023 | Colonial River Wealth Management LLC | 8,866 | $791K | 0.5% | -3.6% | 0.396% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 14,505 | $1.30M | 0.0% | -5.6% | 0.631% | |
| 8/4/2023 | Savant Capital LLC | 8,754 | $781K | 0.0% | N/A | 0.381% | |
| 8/2/2023 | Silver Oak Securities Incorporated | 8,755 | $781K | 0.1% | N/A | 0.381% | |
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| 8/1/2023 | Empirical Asset Management LLC | 12,388 | $1.11M | 1.0% | +4.6% | 0.539% | |
| 7/31/2023 | LPL Financial LLC | 266,112 | $23.75M | 0.0% | -12.0% | 11.570% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 10,874 | $970K | 0.0% | -2.9% | 0.473% | |
| 7/25/2023 | Raymond James & Associates | 5,926 | $529K | 0.0% | +4.9% | 0.258% | |
| 7/14/2023 | Cornerstone Wealth Management LLC | 2,940 | $262K | 0.0% | -32.7% | 0.128% | |
| 7/13/2023 | Zimmermann Investment Management & Planning LLC | 4,542 | $405K | 0.2% | +9.1% | 0.197% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 45,238 | $4.04M | 0.0% | +14.3% | 1.967% | |
| 7/12/2023 | Pacific Sun Financial Corp | 21,556 | $1.88M | 1.3% | N/A | 0.937% | |
| 6/5/2023 | EP Wealth Advisors LLC | 20,076 | $1.35M | 0.0% | N/A | 0.873% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 39,589 | $3.46M | 0.0% | -4.3% | 1.699% | |
