| 8/6/2025 | AE Wealth Management LLC | 539 | $34K | 0.0% | N/A | 0.034% | |
| 7/29/2025 | Mattson Financial Services LLC | 34,781 | $2.18M | 0.6% | +11.9% | 2.174% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 89,204 | $5.59M | 2.2% | +21.8% | 5.575% | |
| 7/9/2025 | Epiq Partners LLC | 77,736 | $4.87M | 2.5% | -2.4% | 4.859% | |
| 7/8/2025 | Gradient Investments LLC | 193,309 | $12.10M | 0.2% | +17.7% | 12.082% | |
| 5/22/2025 | Mattson Financial Services LLC | 31,094 | $1.41M | 0.4% | N/A | 1.943% | |
| 5/19/2025 | Jane Street Group LLC | 12,901 | $586K | 0.0% | -11.2% | 0.806% | |
| 5/15/2025 | Royal Bank of Canada | 218,927 | $9.94M | 0.0% | +16.1% | 13.683% | |
| 5/14/2025 | Tradition Wealth Management LLC | 198,851 | $9.03M | 0.8% | +2.5% | 12.428% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 1,602 | $73K | 0.0% | +40.0% | 0.100% | |
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| 4/28/2025 | Elmwood Wealth Management Inc. | 73,225 | $3.33M | 1.4% | +53.4% | 4.577% | |
| 4/11/2025 | Epiq Partners LLC | 79,657 | $3.62M | 1.9% | -1.4% | 4.979% | |
| 4/9/2025 | Gradient Investments LLC | 164,235 | $7.46M | 0.2% | N/A | 10.265% | |
| 2/14/2025 | Jane Street Group LLC | 14,526 | $775K | 0.0% | -71.2% | 1.211% | |
| 2/14/2025 | Comerica Bank | 3,000 | $160K | 0.0% | N/A | 0.250% | |
| 2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 33,266 | $1.77M | 1.2% | N/A | 2.772% | |
| 2/14/2025 | Tradition Wealth Management LLC | 193,907 | $10.34M | 0.9% | +1.4% | 16.159% | |
| 2/13/2025 | Raymond James Financial Inc. | 8,255 | $440K | 0.0% | N/A | 0.688% | |
| 2/7/2025 | HighTower Advisors LLC | 4,115 | $220K | 0.0% | N/A | 0.343% | |
| 2/7/2025 | Dorsey & Whitney Trust CO LLC | 4,000 | $213K | 0.0% | N/A | 0.333% | |
| 2/6/2025 | Raymond James Financial Inc. | 8,255 | $440K | 0.0% | N/A | 0.688% | |
| 1/22/2025 | Epiq Partners LLC | 80,804 | $4.31M | 2.3% | -5.4% | 6.734% | |
| 1/16/2025 | Ulland Investment Advisors LLC | 1,000 | $53K | 0.0% | N/A | 0.083% | |
| 1/13/2025 | Elmwood Wealth Management Inc. | 47,726 | $2.55M | 1.0% | +12.9% | 3.977% | |
| 11/15/2024 | Jane Street Group LLC | 50,484 | $2.40M | 0.0% | +50.5% | 4.207% | |
| 11/14/2024 | Tradition Wealth Management LLC | 191,245 | $9.10M | 0.8% | +3.5% | 15.937% | |
| 11/14/2024 | Captrust Financial Advisors | 5,068 | $241K | 0.0% | -32.8% | 0.422% | |
| 10/11/2024 | Elmwood Wealth Management Inc. | 42,284 | $2.01M | 0.8% | +220.7% | 3.524% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 9,849 | $469K | 0.0% | +3.1% | 0.821% | |
| 7/10/2024 | Epiq Partners LLC | 82,184 | $3.91M | 2.6% | +5.4% | 6.849% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 7,000 | $334K | 0.0% | -30.0% | 0.609% | |
| 4/15/2024 | Epiq Partners LLC | 77,984 | $3.72M | 2.5% | +16.3% | 6.781% | |
| 2/12/2024 | Tradition Wealth Management LLC | 196,228 | $8.59M | 0.9% | +3.7% | 18.688% | |
| 2/12/2024 | Dorsey & Whitney Trust CO LLC | 10,000 | $438K | 0.0% | +11.1% | 0.952% | |
| 2/5/2024 | Triumph Capital Management | 5,533 | $242K | 0.1% | -83.8% | 0.527% | |
| 1/11/2024 | Epiq Partners LLC | 67,083 | $2.94M | 2.1% | -0.9% | 6.389% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 1,050 | $46K | 0.0% | +29.6% | 0.100% | |
| 10/31/2023 | Triumph Capital Management | 34,215 | $1.22M | 0.6% | N/A | 3.259% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 15,263 | $542K | 0.0% | -13.3% | 1.454% | |
| 10/18/2023 | Epiq Partners LLC | 67,698 | $2.40M | 1.8% | -1.7% | 6.447% | |
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| 8/2/2023 | Bank of Montreal Can | 10,352 | $414K | 0.0% | N/A | 0.986% | |
| 7/31/2023 | Lindbrook Capital LLC | 1,000 | $40K | 0.0% | N/A | 0.095% | |
| 7/25/2023 | Raymond James & Associates | 5,150 | $204K | 0.0% | -20.7% | 0.490% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 17,596 | $696K | 0.0% | -11.6% | 1.676% | |
| 7/12/2023 | Epiq Partners LLC | 68,878 | $2.72M | 1.8% | -3.4% | 6.560% | |
| 5/12/2023 | Tradition Wealth Management LLC | 189,135 | $6.71M | 0.8% | -1.9% | 18.013% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 8,259 | $293K | 0.0% | -16.7% | 0.787% | |
| 4/14/2023 | Raymond James & Associates | 6,498 | $230K | 0.0% | -7.1% | 0.619% | |
| 4/12/2023 | Epiq Partners LLC | 71,278 | $2.53M | 1.7% | -11.3% | 6.788% | |
| 3/6/2023 | OLD Mission Capital LLC | 863 | $25K | 0.0% | N/A | 0.082% | |
| 2/14/2023 | Quantitative Advantage LLC | 11,229 | $325K | 0.1% | +50.7% | 1.069% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 9,918 | $287K | 0.0% | -14.5% | 0.945% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 23,914 | $692K | 0.0% | -9.3% | 2.278% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 10,387 | $300K | 0.0% | -6.3% | 0.989% | |
| 2/3/2023 | Tradition Wealth Management LLC | 192,886 | $5.58M | 0.8% | +14.0% | 18.370% | |
| 2/3/2023 | Capital Investment Advisory Services LLC | 1,299 | $38K | 0.0% | N/A | 0.124% | |
| 1/6/2023 | Epiq Partners LLC | 80,378 | $2.33M | 1.5% | -8.5% | 7.307% | |
| 11/15/2022 | Flow Traders U.S. LLC | 14,392 | $386K | 0.0% | N/A | 1.308% | |
| 11/14/2022 | Quantitative Advantage LLC | 7,450 | $200K | 0.0% | N/A | 0.677% | |
| 11/2/2022 | Rockefeller Capital Management L.P. | 1,500 | $40K | 0.0% | -84.2% | 0.136% | |
| 11/1/2022 | Triumph Capital Management | 11,482 | $308K | 0.2% | -24.2% | 1.044% | |
| 10/25/2022 | Raymond James & Associates | 10,922 | $293K | 0.0% | -25.5% | 0.993% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 11,596 | $311K | 0.0% | -34.6% | 1.054% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 26,363 | $708K | 0.0% | +20.3% | 2.197% | |
| 10/14/2022 | Epiq Partners LLC | 87,864 | $2.36M | 1.5% | +4.9% | 7.322% | |
| 8/12/2022 | Dorsey & Whitney Trust CO LLC | 9,000 | $267K | 0.0% | N/A | 0.692% | |
| 8/11/2022 | Sigma Planning Corp | 16,333 | $485K | 0.0% | +35.8% | 1.256% | |
| 8/5/2022 | Weil Company Inc. | 22,534 | $669K | 0.4% | N/A | 1.733% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 73,484 | $2.18M | 0.0% | +25.5% | 5.653% | |
| 8/2/2022 | Triumph Capital Management | 15,142 | $131K | 0.1% | -39.0% | 1.165% | |
| 8/2/2022 | Tradition Wealth Management LLC | 155,061 | $4.60M | 0.7% | -5.8% | 11.928% | |
| 7/22/2022 | Truist Financial Corp | 6,745 | $200K | 0.0% | +6.6% | 0.540% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 11,280 | $334K | 0.0% | -10.2% | 0.868% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 21,915 | $650K | 0.0% | -53.1% | 1.686% | |
| 7/7/2022 | Epiq Partners LLC | 83,724 | $2.48M | 1.5% | +10.4% | 6.440% | |
| 5/17/2022 | Quantitative Advantage LLC | 7,247 | $333K | 0.1% | +7.8% | 0.537% | |
| 5/12/2022 | Capstone Triton Financial Group LLC | 17,075 | $637K | 0.4% | +11.5% | 1.265% | |
| 5/12/2022 | Cambridge Investment Research Advisors Inc. | 46,755 | $2.15M | 0.0% | +84.6% | 3.463% | |
| 5/11/2022 | Tradition Wealth Management LLC | 164,669 | $7.57M | 1.0% | +10.0% | 12.198% | |
| 5/10/2022 | Avidian Wealth Solutions LLC | 4,731 | $217K | 0.0% | N/A | 0.350% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 12,558 | $576K | 0.0% | -7.3% | 0.930% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 58,574 | $2.69M | 0.0% | +34.1% | 4.339% | |
| 5/3/2022 | Triumph Capital Management | 24,807 | $1.14M | 0.5% | -6.3% | 1.838% | |
| 5/3/2022 | GoalVest Advisory LLC | 2,110 | $97K | 0.1% | N/A | 0.156% | |
| 4/27/2022 | Epiq Partners LLC | 75,824 | $3.48M | 1.9% | +5.3% | 5.617% | |
| 4/22/2022 | Truist Financial Corp | 6,325 | $291K | 0.0% | -69.6% | 0.469% | |
| 4/20/2022 | Sigma Planning Corp | 12,023 | $552K | 0.0% | -17.2% | 0.891% | |
| 2/14/2022 | Rockefeller Capital Management L.P. | 10,926 | $585K | 0.0% | N/A | 0.780% | |
| 2/10/2022 | Pillar Wealth Advisors LLC | 5,443 | $292K | 0.3% | N/A | 0.389% | |
| 2/8/2022 | Raymond James Financial Services Advisors Inc. | 35,650 | $1.91M | 0.0% | -3.5% | 2.546% | |
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| 2/8/2022 | Elmwood Wealth Management Inc. | 900 | $48K | 0.0% | N/A | 0.064% | |
| 2/8/2022 | Raymond James & Associates | 24,397 | $1.31M | 0.0% | +66.9% | 1.743% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 43,691 | $2.34M | 0.0% | -30.2% | 3.121% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 25,328 | $1.36M | 0.0% | -4.5% | 1.809% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 21,724 | $1.16M | 0.0% | -2.6% | 1.552% | |
| 2/2/2022 | Sigma Planning Corp | 14,513 | $778K | 0.0% | +5.1% | 1.037% | |
| 1/31/2022 | Commonwealth Equity Services LLC | 13,552 | $726K | 0.0% | -10.2% | 0.968% | |
| 1/25/2022 | Epiq Partners LLC | 71,974 | $3.86M | 2.1% | +12.1% | 5.141% | |
| 1/21/2022 | Clear Creek Financial Management LLC | 4,430 | $237K | 0.0% | +8.0% | 0.316% | |
| 11/17/2021 | Capstone Triton Financial Group LLC | 15,394 | $848K | 0.5% | +26.4% | 1.100% | |
