| 8/15/2025 | Bank of America Corp DE | 2,365 | $85K | 0.0% | -87.0% | 0.048% | |
| 8/15/2025 | Ameriprise Financial Inc. | 8,009 | $289K | 0.0% | -5.9% | 0.163% | |
| 8/14/2025 | Jane Street Group LLC | 25,152 | $907K | 0.0% | -19.1% | 0.513% | |
| 8/14/2025 | Raymond James Financial Inc. | 261,438 | $9.43M | 0.0% | +10.2% | 5.335% | |
| 8/13/2025 | Flow Traders U.S. LLC | 18,177 | $656K | 0.0% | N/A | 0.371% | |
| 8/8/2025 | Glassman Wealth Services | 1,354 | $49K | 0.0% | +128.3% | 0.028% | |
| 8/6/2025 | Black Swift Group LLC | 137,955 | $4.98M | 1.0% | +0.5% | 2.844% | |
| 8/1/2025 | Private Wealth Partners LLC | 6,000 | $216K | 0.0% | N/A | 0.124% | |
| 7/15/2025 | Cassia Capital Partners LLC | 90,597 | $3.27M | 2.0% | -4.6% | 1.858% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 551,464 | $19.90M | 2.1% | +1.3% | 11.312% | |
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| 5/19/2025 | Jane Street Group LLC | 31,072 | $922K | 0.0% | N/A | 0.624% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,072,169 | $31.82M | 0.0% | +0.6% | 21.993% | |
| 5/14/2025 | Comerica Bank | 4,641 | $138K | 0.0% | -8.3% | 0.093% | |
| 5/13/2025 | Raymond James Financial Inc. | 237,228 | $7.04M | 0.0% | +70.0% | 4.764% | |
| 5/8/2025 | Harbour Investments Inc. | 2,528 | $75K | 0.0% | +80.7% | 0.049% | |
| 5/6/2025 | Black Swift Group LLC | 137,320 | $4.08M | 0.9% | N/A | 2.651% | |
| 5/1/2025 | CWM LLC | 10,132 | $301K | 0.0% | +14.1% | 0.196% | |
| 4/22/2025 | Cassia Capital Partners LLC | 94,998 | $2.82M | 1.8% | +1.4% | 1.834% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 544,568 | $16.16M | 1.8% | -7.8% | 10.513% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 203,055 | $6.03M | 0.1% | N/A | 3.920% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 30,125 | $973K | 0.0% | -6.9% | 0.603% | |
| 2/17/2025 | Citadel Advisors LLC | 38,641 | $1.25M | 0.0% | N/A | 0.633% | |
| 2/17/2025 | Ameriprise Financial Inc. | 7,013 | $227K | 0.0% | N/A | 0.115% | |
| 2/14/2025 | Susquehanna International Group LLP | 73,581 | $2.38M | 0.0% | +83.0% | 1.206% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 8,739 | $282K | 0.0% | -67.0% | 0.143% | |
| 2/13/2025 | Raymond James Financial Inc. | 139,562 | $4.51M | 0.0% | N/A | 2.288% | |
| 2/11/2025 | LPL Financial LLC | 13,500 | $436K | 0.0% | -9.0% | 0.221% | |
| 2/10/2025 | Retirement Planning Co of New England Inc. | 7,225 | $233K | 0.1% | -4.8% | 0.118% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 11,448 | $370K | 0.0% | -4.4% | 0.188% | |
| 2/6/2025 | Raymond James Financial Inc. | 139,562 | $4.51M | 0.0% | N/A | 2.288% | |
| 2/3/2025 | Private Wealth Partners LLC | 13,000 | $420K | 0.0% | N/A | 0.213% | |
| 1/27/2025 | Cassia Capital Partners LLC | 93,648 | $3.03M | 1.9% | -2.8% | 1.535% | |
| 1/10/2025 | Heartwood Wealth Advisors LLC | 590,836 | $19.09M | 2.1% | +0.9% | 9.686% | |
| 11/15/2024 | Jane Street Group LLC | 92,715 | $2.82M | 0.0% | +953.2% | 1.520% | |
| 11/14/2024 | Flow Traders U.S. LLC | 28,448 | $866K | 0.0% | N/A | 0.466% | |
| 10/21/2024 | Cassia Capital Partners LLC | 96,307 | $2.93M | 1.9% | -1.0% | 1.579% | |
| 10/8/2024 | CWM LLC | 8,738 | $266K | 0.0% | -14.8% | 0.143% | |
| 10/8/2024 | Heartwood Wealth Advisors LLC | 585,662 | $17.83M | 2.0% | +1.2% | 9.601% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 12,741 | $382K | 0.0% | +22.0% | 0.209% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 32,342 | $969K | 0.0% | +23.3% | 0.530% | |
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| 7/10/2024 | CWM LLC | 10,260 | $307K | 0.0% | +3.4% | 0.168% | |
| 5/17/2024 | Comerica Bank | 5,060 | $149K | 0.0% | +15.6% | 0.083% | |
| 5/7/2024 | Retirement Planning Co of New England Inc. | 7,721 | $227K | 0.1% | -4.7% | 0.127% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 328,235 | $9.67M | 0.0% | +24.1% | 5.381% | |
| 4/22/2024 | Cassia Capital Partners LLC | 100,323 | $2.95M | 2.0% | +34.0% | 1.645% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 26,229 | $772K | 0.0% | +114.0% | 0.430% | |
| 4/2/2024 | Heartwood Wealth Advisors LLC | 574,516 | $16.92M | 2.1% | +24.8% | 5.633% | |
| 3/1/2024 | Goldman Sachs Group Inc. | 1,187,467 | $33.21M | 0.0% | -29.5% | 11.642% | |
| 2/1/2024 | CWM LLC | 8,857 | $247K | 0.0% | +44.2% | 0.087% | |
| 1/29/2024 | Cassia Capital Partners LLC | 74,885 | $2.09M | 1.7% | N/A | 0.734% | |
| 1/17/2024 | Heartwood Wealth Advisors LLC | 460,515 | $12.84M | 1.7% | N/A | 4.515% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 264,583 | $7.37M | 0.0% | +42.8% | 2.594% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 185,265 | $4.37M | 0.0% | +120.9% | 1.816% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 15,121 | $356K | 0.0% | -27.4% | 0.148% | |
| 10/11/2023 | CWM LLC | 6,144 | $145K | 0.0% | +233.6% | 0.060% | |
| 8/11/2023 | Retirement Planning Co of New England Inc. | 8,316 | $213K | 0.1% | N/A | 0.082% | |
| 8/3/2023 | CWM LLC | 1,842 | $47K | 0.0% | N/A | 0.018% | |
| 8/2/2023 | Bank of Montreal Can | 5,509 | $143K | 0.0% | N/A | 0.053% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 83,853 | $2.14M | 0.0% | +186.3% | 0.806% | |
| 3/6/2023 | OLD Mission Capital LLC | 46,288 | $968K | 0.0% | N/A | 0.445% | |
| 3/2/2023 | Oliver Lagore Vanvalin Investment Group | 17,545 | $367K | 0.2% | +15.9% | 0.169% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 55,298 | $1.16M | 0.0% | +1.2% | 0.522% | |
| 2/10/2023 | StoneX Group Inc. | 46,550 | $974K | 0.6% | N/A | 0.439% | |
| 2/9/2023 | HighTower Advisors LLC | 12,551 | $262K | 0.0% | N/A | 0.118% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 29,560 | $618K | 0.0% | N/A | 0.279% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 24,965 | $522K | 0.0% | +8.0% | 0.236% | |
| 1/31/2023 | AE Wealth Management LLC | 17,578 | $368K | 0.0% | +15.9% | 0.166% | |
| 11/15/2022 | Oliver Lagore Vanvalin Investment Group | 15,138 | $317K | 0.2% | -80.5% | 0.152% | |
| 11/15/2022 | Flow Traders U.S. LLC | 10,768 | $226K | 0.0% | -62.4% | 0.108% | |
| 10/25/2022 | AE Wealth Management LLC | 15,171 | $318K | 0.0% | -80.4% | 0.152% | |
| 8/16/2022 | Oliver Lagore Vanvalin Investment Group | 77,752 | $1.78M | 1.0% | +13,493.0% | 0.755% | |
| 8/15/2022 | Atria Wealth Solutions Inc. | 55,080 | $1.26M | 0.0% | +27.7% | 0.535% | |
| 8/13/2022 | Flow Traders U.S. LLC | 28,618 | $657K | 0.0% | +71.8% | 0.278% | |
| 8/8/2022 | Berger Financial Group Inc | 560,959 | $12.87M | 1.9% | -1.7% | 5.446% | |
| 8/3/2022 | Waldron Private Wealth LLC | 13,425 | $308K | 0.0% | +72.1% | 0.130% | |
| 8/3/2022 | AE Wealth Management LLC | 77,580 | $1.78M | 0.0% | N/A | 0.753% | |
| 7/27/2022 | StoneX Group Inc. | 12,773 | $293K | 0.1% | -96.1% | 0.124% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 23,736 | $544K | 0.0% | -20.8% | 0.220% | |
| 5/11/2022 | StoneX Group Inc. | 330,752 | $10.32M | 7.4% | N/A | 2.980% | |
| 5/10/2022 | Avidian Wealth Solutions LLC | 7,083 | $221K | 0.0% | N/A | 0.064% | |
| 5/10/2022 | Berger Financial Group Inc | 570,658 | $17.80M | 2.3% | N/A | 5.141% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 29,972 | $934K | 0.0% | +99.7% | 0.270% | |
| 5/4/2022 | Waldron Private Wealth LLC | 7,800 | $243K | 0.0% | N/A | 0.070% | |
| 3/23/2022 | Oliver Lagore Vanvalin Investment Group | 56,020 | $2.20M | 0.2% | N/A | 0.698% | |
| 2/15/2022 | NEXT Financial Group Inc | 43,476 | $1.71M | 0.1% | N/A | 0.540% | |
| 2/14/2022 | Credit Suisse AG | 135,000 | $5.30M | 0.0% | N/A | 1.677% | |
| 2/14/2022 | Goldman Sachs Group Inc. | 1,857,145 | $73.04M | 0.0% | +111.7% | 23.070% | |
| 2/10/2022 | Masso Torrence Wealth Management Inc. | 4,463 | $175K | 0.1% | N/A | 0.057% | |
| 2/10/2022 | HighTower Advisors LLC | 6,190 | $243K | 0.0% | N/A | 0.079% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 7,821 | $307K | 0.0% | N/A | 0.109% | |
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| 2/3/2022 | Advisor Group Holdings Inc. | 5,007 | $197K | 0.0% | N/A | 0.070% | |
| 2/2/2022 | Mosaic Advisors LLC | 5,948 | $234K | 0.2% | N/A | 0.083% | |
| 1/31/2022 | Commonwealth Equity Services LLC | 15,009 | $589K | 0.0% | N/A | 0.209% | |
| 1/28/2022 | Amplius Wealth Advisors LLC | 1,145 | $44K | 0.0% | N/A | 0.016% | |
| 1/20/2022 | Kestra Advisory Services LLC | 10,990 | $432K | 0.0% | N/A | 0.155% | |
| 1/20/2022 | AE Wealth Management LLC | 9,069 | $356K | 0.0% | N/A | 0.128% | |
| 1/11/2022 | Brookstone Capital Management | 11,352 | $410K | 0.0% | N/A | 0.159% | |
| 11/16/2021 | Jane Street Group LLC | 152,958 | $5.89M | 0.0% | N/A | 2.438% | |
| 11/10/2021 | Goldman Sachs Group Inc. | 877,191 | $33.72M | 0.0% | N/A | 14.091% | |
| 11/10/2021 | Citigroup Inc. | 25,000 | $962K | 0.0% | N/A | 0.408% | |
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