| 11/15/2024 | Orion Portfolio Solutions LLC | 36,765 | $1.16M | 0.0% | -3.7% | 3.197% | |
| 11/15/2024 | Jane Street Group LLC | 43,150 | $1.36M | 0.0% | -21.4% | 3.752% | |
| 10/25/2024 | Golden State Equity Partners | 95,225 | $2.98M | 0.7% | -6.2% | 8.280% | |
| 10/21/2024 | Moneywise Inc. | 8,658 | $273K | 0.1% | -24.8% | 0.753% | |
| 8/22/2024 | Cetera Investment Advisers | 164,459 | $4.67M | 0.0% | +0.7% | 14.301% | |
| 8/21/2024 | Truist Financial Corp | 7,144 | $203K | 0.0% | -25.2% | 0.621% | |
|
| 8/8/2024 | Envestnet Asset Management Inc. | 204,296 | $5.80M | 0.0% | +1.8% | 17.765% | |
| 7/30/2024 | Golden State Equity Partners | 101,528 | $2.88M | 0.6% | N/A | 8.829% | |
| 7/26/2024 | Harbour Investments Inc. | 5,343 | $152K | 0.0% | -34.0% | 0.465% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 167,010 | $4.74M | 0.0% | +3.6% | 14.523% | |
| 7/26/2024 | Bank of New York Mellon Corp | 8,628 | $245K | 0.0% | +24.4% | 0.750% | |
| 7/19/2024 | Raymond James & Associates | 47,182 | $1.34M | 0.0% | -7.4% | 4.103% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 22,067 | $627K | 0.0% | +2.6% | 1.919% | |
| 5/24/2024 | Cetera Advisors LLC | 24,291 | $711K | 0.0% | +30.8% | 2.112% | |
| 5/24/2024 | Cetera Investment Advisers | 163,283 | $4.78M | 0.0% | +71.3% | 14.199% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 38,394 | $1.12M | 0.0% | -7.9% | 3.339% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 28,259 | $827K | 0.0% | +5.9% | 2.457% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 21,500 | $629K | 0.0% | +4.1% | 1.870% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 161,163 | $4.72M | 0.0% | -1.0% | 14.014% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 41,689 | $1.21M | 0.0% | -3.0% | 2.978% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 162,754 | $4.69M | 0.0% | -3.2% | 11.625% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 12,869 | $371K | 0.0% | -6.1% | 0.919% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 26,694 | $770K | 0.0% | +129.9% | 1.907% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 20,649 | $595K | 0.0% | +7.0% | 1.475% | |
| 2/7/2024 | Principal Securities Inc. | 10,776 | $311K | 0.0% | N/A | 0.770% | |
| 2/2/2024 | Golden State Equity Partners | 170,172 | $4.86M | 1.2% | -7.3% | 12.155% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 9,733 | $281K | 0.0% | +19.7% | 0.695% | |
| 1/29/2024 | Moneywise Inc. | 11,644 | $336K | 0.2% | -3.9% | 0.832% | |
| 1/24/2024 | International Assets Investment Management LLC | 1,124 | $32K | 0.0% | N/A | 0.080% | |
| 1/16/2024 | Raymond James & Associates | 48,904 | $1.41M | 0.0% | +5.7% | 3.493% | |
| 11/16/2023 | Harbour Investments Inc. | 20,502 | $553K | 0.0% | -32.8% | 1.464% | |
| 11/13/2023 | LPL Financial LLC | 148,219 | $4.00M | 0.0% | -3.1% | 10.587% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 199,012 | $5.37M | 0.0% | -5.9% | 14.215% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 19,292 | $520K | 0.0% | N/A | 1.378% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 11,612 | $313K | 0.0% | +5.4% | 0.829% | |
| 11/6/2023 | Sigma Planning Corp | 98,648 | $2.66M | 0.1% | -1.6% | 7.046% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 42,974 | $1.16M | 0.0% | -3.7% | 3.070% | |
| 10/24/2023 | Raymond James & Associates | 46,282 | $1.25M | 0.0% | -2.1% | 3.306% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 168,101 | $4.53M | 0.0% | -23.5% | 12.007% | |
| 10/20/2023 | Golden State Equity Partners | 183,593 | $4.94M | 1.4% | +13.3% | 13.114% | |
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| 10/12/2023 | HBW Advisory Services LLC | 1,658 | $45K | 0.0% | N/A | 0.118% | |
| 8/10/2023 | Cetera Advisors LLC | 16,331 | $465K | 0.0% | -20.0% | 1.167% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 49,114 | $1.40M | 0.0% | -15.8% | 3.508% | |
| 8/10/2023 | Cetera Investment Advisers | 94,097 | $2.68M | 0.0% | -5.1% | 6.721% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 211,417 | $6.03M | 0.0% | -12.1% | 15.101% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 7,983 | $228K | 0.0% | -22.2% | 0.570% | |
| 8/2/2023 | Sigma Planning Corp | 100,233 | $2.86M | 0.1% | +129.9% | 7.160% | |
| 8/1/2023 | Truist Financial Corp | 11,118 | $317K | 0.0% | -50.4% | 0.794% | |
| 7/31/2023 | LPL Financial LLC | 153,001 | $4.36M | 0.0% | -4.8% | 10.929% | |
| 7/25/2023 | Raymond James & Associates | 47,271 | $1.35M | 0.0% | +217.7% | 3.377% | |
| 7/19/2023 | Golden State Equity Partners | 162,088 | $4.62M | 1.3% | +103.1% | 11.578% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 219,777 | $6.26M | 0.0% | -5.5% | 15.698% | |
| 6/1/2023 | Golden State Equity Partners | 79,794 | $2.25M | 1.2% | N/A | 5.700% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 232,643 | $6.63M | 0.0% | -6.2% | 16.617% | |
| 5/10/2023 | LPL Financial LLC | 160,714 | $4.58M | 0.0% | -3.3% | 11.480% | |
| 5/8/2023 | Sigma Planning Corp | 43,602 | $1.24M | 0.0% | N/A | 3.114% | |
| 5/5/2023 | Truist Financial Corp | 22,408 | $638K | 0.0% | -11.3% | 1.601% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 12,150 | $346K | 0.0% | +10.2% | 0.868% | |
| 4/11/2023 | Mutual Advisors LLC | 7,181 | $205K | 0.0% | -10.0% | 0.513% | |
| 2/8/2023 | Belpointe Asset Management LLC | 1,759 | $48K | 0.0% | -74.5% | 0.126% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 248,129 | $6.74M | 0.0% | +3.2% | 17.724% | |
| 2/7/2023 | LPL Financial LLC | 166,220 | $4.52M | 0.0% | +1.7% | 11.873% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 247,958 | $6.74M | 0.0% | -0.3% | 17.711% | |
| 2/1/2023 | Gladstone Institutional Advisory LLC | 12,988 | $353K | 0.0% | -56.1% | 0.928% | |
| 1/30/2023 | Moneywise Inc. | 11,833 | $321K | 0.2% | -21.8% | 0.845% | |
| 1/12/2023 | Mutual Advisors LLC | 7,976 | $217K | 0.0% | -15.2% | 0.550% | |
| 1/12/2023 | OneAscent Financial Services LLC | 7,393 | $201K | 0.1% | N/A | 0.510% | |
| 11/15/2022 | Belpointe Asset Management LLC | 6,908 | $169K | 0.0% | -72.4% | 0.476% | |
| 11/14/2022 | OLD Mission Capital LLC | 12,026 | $295K | 0.0% | -92.6% | 0.829% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 248,737 | $6.10M | 0.0% | +5.2% | 17.154% | |
| 11/9/2022 | Orion Portfolio Solutions LLC | 44,853 | $1.10M | 0.0% | -1.6% | 3.093% | |
| 11/2/2022 | Avantax Advisory Services Inc. | 9,310 | $228K | 0.0% | -6.8% | 0.642% | |
| 10/26/2022 | Truist Financial Corp | 25,282 | $620K | 0.0% | -2.3% | 1.744% | |
| 10/25/2022 | Raymond James & Associates | 14,880 | $365K | 0.0% | -6.3% | 1.026% | |
| 10/20/2022 | Gladstone Institutional Advisory LLC | 29,618 | $727K | 0.1% | +4.9% | 2.043% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 240,323 | $5.90M | 0.0% | -1.8% | 16.574% | |
| 10/5/2022 | HBW Advisory Services LLC | 2,108 | $52K | 0.0% | N/A | 0.145% | |
| 8/11/2022 | Cetera Investment Advisers | 7,240 | $201K | 0.0% | -60.3% | 0.453% | |
| 8/5/2022 | OLD Mission Capital LLC | 162,026 | $4.50M | 0.1% | +518.5% | 10.127% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 236,361 | $6.57M | 0.0% | -48.3% | 14.773% | |
| 8/2/2022 | Belpointe Asset Management LLC | 25,063 | $696K | 0.0% | +10.5% | 1.566% | |
| 8/2/2022 | Avantax Advisory Services Inc. | 9,986 | $277K | 0.0% | -56.9% | 0.624% | |
| 8/2/2022 | Moneywise Inc. | 14,897 | $414K | 0.3% | -39.4% | 0.931% | |
| 7/22/2022 | Truist Financial Corp | 25,869 | $718K | 0.0% | -5.5% | 1.617% | |
| 7/14/2022 | Orion Portfolio Solutions LLC | 45,577 | $1.27M | 0.1% | -44.4% | 2.849% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 244,789 | $6.80M | 0.0% | -59.4% | 13.599% | |
| 5/19/2022 | Golden State Wealth Management LLC | 43,777 | $1.34M | 0.3% | -10.7% | 2.432% | |
| 5/19/2022 | Orion Portfolio Solutions LLC | 82,017 | $2.51M | 0.1% | +1.5% | 4.557% | |
| 5/18/2022 | Golden State Equity Partners | 123,792 | $3.75M | 1.6% | +6.2% | 6.877% | |
| 5/12/2022 | Cambridge Investment Research Advisors Inc. | 602,609 | $18.46M | 0.1% | +2.7% | 30.130% | |
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| 5/9/2022 | Mutual Advisors LLC | 9,848 | $302K | 0.0% | -3.9% | 0.492% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 59,230 | $2.37M | 0.0% | +3.5% | 2.468% | |
| 5/4/2022 | Gladstone Institutional Advisory LLC | 27,999 | $858K | 0.1% | -1.7% | 1.167% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 457,574 | $14.01M | 0.0% | +6.9% | 19.066% | |
| 4/28/2022 | Belpointe Asset Management LLC | 22,675 | $694K | 0.0% | +90.0% | 0.945% | |
| 4/27/2022 | Avantax Advisory Services Inc. | 23,182 | $710K | 0.0% | +16.5% | 0.966% | |
| 4/26/2022 | Kestra Advisory Services LLC | 13,658 | $418K | 0.0% | +22.3% | 0.569% | |
| 4/20/2022 | Moneywise Inc. | 24,567 | $752K | 0.5% | -9.3% | 1.024% | |
| 4/18/2022 | Holloway Wealth Management LLC | 20,547 | $629K | 0.2% | +9.9% | 0.856% | |
| 2/16/2022 | Harbour Investments Inc. | 49,199 | $1.56M | 0.1% | -3.7% | 2.050% | |
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