| 5/19/2025 | Jane Street Group LLC | 45,524 | $1.13M | 0.0% | +6.1% | 3.794% | |
| 5/7/2025 | Hurley Capital LLC | 1,500 | $37K | 0.0% | N/A | 0.125% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 12,417 | $308K | 0.0% | +25.8% | 1.035% | |
| 5/7/2025 | LPL Financial LLC | 69,721 | $1.73M | 0.0% | +1.9% | 5.810% | |
| 5/5/2025 | Private Advisor Group LLC | 9,849 | $245K | 0.0% | +12.2% | 0.895% | |
| 4/28/2025 | Private Trust Co. NA | 1,870 | $46K | 0.0% | N/A | 0.170% | |
| 4/21/2025 | Avior Wealth Management LLC | 34,525 | $857K | 0.0% | N/A | 3.139% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 47,204 | $1.17M | 0.0% | +10.1% | 4.105% | |
| 4/11/2025 | First Affirmative Financial Network | 32,699 | $812K | 0.5% | +4.0% | 2.843% | |
| 2/17/2025 | Bank of America Corp DE | 76,963 | $1.90M | 0.0% | +28.0% | 4.965% | |
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| 2/14/2025 | Jane Street Group LLC | 42,896 | $1.06M | 0.0% | +140.6% | 2.767% | |
| 2/13/2025 | Mariner LLC | 8,881 | $219K | 0.0% | N/A | 0.573% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 14,292 | $353K | 0.0% | +35.1% | 0.922% | |
| 2/12/2025 | Mechanics Financial Corp | 1,700 | $42K | 0.0% | N/A | 0.110% | |
| 2/11/2025 | LPL Financial LLC | 68,430 | $1.69M | 0.0% | +1.0% | 4.415% | |
| 1/29/2025 | Wealthcare Capital Partners LLC | 8,994 | $222K | 0.1% | N/A | 0.580% | |
| 1/23/2025 | First Affirmative Financial Network | 31,427 | $777K | 0.4% | -3.3% | 2.028% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 9,874 | $244K | 0.0% | -12.3% | 0.637% | |
| 1/17/2025 | Janney Capital Management LLC | 40,851 | $1.01M | 0.1% | -2.2% | 2.636% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 42,876 | $1.06M | 0.0% | +9.0% | 2.766% | |
| 11/15/2024 | Jane Street Group LLC | 17,828 | $443K | 0.0% | +74.5% | 1.150% | |
| 11/1/2024 | Atria Investments Inc | 108,841 | $2.71M | 0.0% | +5.5% | 7.022% | |
| 10/28/2024 | US Bancorp DE | 1,760 | $44K | 0.0% | -40.3% | 0.114% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 10,893 | $271K | 0.0% | -21.4% | 0.703% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 11,253 | $280K | 0.0% | +12.8% | 0.726% | |
| 10/18/2024 | Net Worth Advisory Group | 8,603 | $214K | 0.1% | N/A | 0.555% | |
| 10/10/2024 | First Affirmative Financial Network | 32,504 | $808K | 0.4% | +109.2% | 2.097% | |
| 10/7/2024 | WealthBridge Capital Management LLC | 10,700 | $266K | 0.1% | -4.1% | 0.690% | |
| 9/5/2024 | Sanctuary Advisors LLC | 102,612 | $2.55M | 0.0% | N/A | 6.620% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 9,974 | $247K | 0.0% | N/A | 0.643% | |
| 7/25/2024 | SimpliFi Inc. | 28,733 | $712K | 0.3% | N/A | 1.854% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 13,863 | $344K | 0.0% | -7.2% | 0.894% | |
| 7/10/2024 | First Affirmative Financial Network | 15,535 | $385K | 0.3% | +5.3% | 1.002% | |
| 5/1/2024 | Janney Capital Management LLC | 41,697 | $1.03M | 0.1% | -1.2% | 2.606% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 39,262 | $974K | 0.0% | -11.4% | 2.708% | |
| 2/8/2024 | Janney Capital Management LLC | 42,206 | $1.05M | 0.1% | -66.4% | 2.281% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 44,323 | $1.10M | 0.0% | -6.6% | 2.396% | |
| 2/6/2024 | Smart Money Group LLC | 17,570 | $435K | 0.2% | -8.9% | 0.950% | |
| 1/16/2024 | Raymond James & Associates | 28,395 | $704K | 0.0% | -29.3% | 1.535% | |
| 1/11/2024 | Brookstone Capital Management | 9,073 | $225K | 0.0% | N/A | 0.490% | |
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| 11/8/2023 | Janney Capital Management LLC | 125,538 | $3.12M | 0.2% | -3.7% | 6.786% | |
| 11/8/2023 | WealthBridge Capital Management LLC | 11,951 | $297K | 0.1% | -21.9% | 0.646% | |
| 10/24/2023 | Raymond James & Associates | 40,173 | $998K | 0.0% | -27.8% | 2.172% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 22,874 | $568K | 0.0% | -84.7% | 1.236% | |
| 10/16/2023 | First Affirmative Financial Network | 14,712 | $365K | 0.4% | -3.6% | 0.795% | |
| 10/12/2023 | Wealthcare Advisory Partners LLC | 47,432 | $1.18M | 0.1% | -18.9% | 2.564% | |
| 10/11/2023 | CWM LLC | 9,398 | $233K | 0.0% | N/A | 0.508% | |
| 10/4/2023 | Massmutual Trust Co. FSB ADV | 17,471 | $434K | 0.0% | N/A | 0.944% | |
| 8/2/2023 | Bank of Montreal Can | 10,357 | $258K | 0.0% | N/A | 0.560% | |
| 7/31/2023 | LPL Financial LLC | 81,336 | $2.03M | 0.0% | +17.0% | 4.397% | |
| 7/26/2023 | Janney Capital Management LLC | 130,367 | $3.25M | 0.2% | -0.9% | 5.432% | |
| 7/25/2023 | Raymond James & Associates | 55,677 | $1.39M | 0.0% | -39.2% | 2.320% | |
| 7/17/2023 | Wealthcare Advisory Partners LLC | 58,474 | $1.46M | 0.1% | +11.0% | 2.436% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 149,772 | $3.73M | 0.0% | -5.3% | 6.241% | |
| 7/10/2023 | First Affirmative Financial Network | 15,257 | $380K | 0.4% | -2.7% | 0.636% | |
| 5/11/2023 | WealthBridge Capital Management LLC | 15,658 | $391K | 0.2% | +3.9% | 0.522% | |
| 5/9/2023 | Vestmark Advisory Solutions Inc. | 8,280 | $207K | 0.0% | N/A | 0.276% | |
| 5/4/2023 | Wealthcare Advisory Partners LLC | 52,665 | $1.31M | 0.1% | N/A | 1.756% | |
| 4/28/2023 | Janney Capital Management LLC | 131,558 | $3.28M | 0.2% | -3.4% | 4.385% | |
| 4/14/2023 | Raymond James & Associates | 91,502 | $2.28M | 0.0% | -0.5% | 3.050% | |
| 4/11/2023 | First Affirmative Financial Network | 15,675 | $391K | 0.5% | -8.6% | 0.514% | |
| 2/8/2023 | Raymond James & Associates | 91,942 | $2.29M | 0.0% | -24.7% | 2.966% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 158,399 | $3.95M | 0.0% | +2.1% | 5.110% | |
| 2/7/2023 | LPL Financial LLC | 49,277 | $1.23M | 0.0% | -3.3% | 1.590% | |
| 2/1/2023 | Janney Capital Management LLC | 136,178 | $3.40M | 0.2% | -7.7% | 4.393% | |
| 1/31/2023 | WealthBridge Capital Management LLC | 15,073 | $376K | 0.2% | +55.3% | 0.486% | |
| 1/23/2023 | First Affirmative Financial Network | 17,154 | $428K | 0.5% | +4.2% | 0.553% | |
| 1/20/2023 | Hedeker Wealth LLC | 44,107 | $1.10M | 0.4% | +5.6% | 1.423% | |
| 11/14/2022 | Thomas J. Herzfeld Advisors Inc. | 3,200 | $80K | 0.0% | -20.0% | 0.114% | |
| 10/25/2022 | Janney Capital Management LLC | 147,507 | $3.67M | 0.3% | -3.1% | 5.364% | |
| 10/20/2022 | First Affirmative Financial Network | 16,465 | $410K | 0.5% | -20.5% | 0.599% | |
| 10/20/2022 | FinTrust Capital Advisors LLC | 9,890 | $246K | 0.1% | N/A | 0.360% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 155,079 | $3.86M | 0.0% | +3.5% | 5.639% | |
| 8/15/2022 | Rehmann Capital Advisory Group | 31,995 | $796K | 0.1% | -9.5% | 1.231% | |
| 8/10/2022 | Thomas J. Herzfeld Advisors Inc. | 4,000 | $100K | 0.0% | -87.7% | 0.154% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 32,066 | $798K | 0.0% | -8.6% | 1.233% | |
| 8/3/2022 | Janney Capital Management LLC | 152,201 | $3.79M | 0.3% | -0.4% | 5.854% | |
| 7/28/2022 | Hedeker Wealth LLC | 41,773 | $1.04M | 0.4% | N/A | 1.607% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 149,850 | $3.73M | 0.0% | -1.1% | 5.763% | |
| 7/13/2022 | First Affirmative Financial Network | 20,714 | $515K | 0.6% | -3.0% | 0.797% | |
| 6/3/2022 | Rehmann Capital Advisory Group | 35,359 | $888K | 0.1% | +105.6% | 1.813% | |
| 5/12/2022 | Cambridge Investment Research Advisors Inc. | 151,537 | $3.77M | 0.0% | +11.3% | 5.943% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 35,099 | $873K | 0.0% | +117.0% | 1.633% | |
| 5/4/2022 | Janney Capital Management LLC | 152,860 | $3.80M | 0.3% | +1.0% | 7.110% | |
| 3/2/2022 | Rehmann Capital Advisory Group | 17,201 | $428K | 0.0% | -32.7% | 0.882% | |
| 2/15/2022 | First Affirmative Financial Network | 21,037 | $523K | 0.5% | -3.1% | 1.169% | |
| 2/8/2022 | Bank of America Corp DE | 318,274 | $7.91M | 0.0% | -30.9% | 17.682% | |
| 2/8/2022 | Raymond James & Associates | 138,897 | $3.45M | 0.0% | N/A | 7.717% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 16,173 | $402K | 0.0% | -33.3% | 0.899% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 136,173 | $3.39M | 0.0% | +1.0% | 7.565% | |
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| 1/27/2022 | Janney Capital Management LLC | 151,338 | $3.76M | 0.2% | -6.0% | 7.761% | |
| 11/16/2021 | Rehmann Capital Advisory Group | 25,566 | $636K | 0.1% | +8.9% | 1.247% | |
| 11/16/2021 | Jane Street Group LLC | 72,554 | $1.81M | 0.0% | -35.7% | 3.539% | |
| 11/16/2021 | Citadel Advisors LLC | 156,237 | $3.89M | 0.0% | N/A | 7.621% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 1,000 | $25K | 0.0% | +100.0% | 0.049% | |
| 11/2/2021 | Cambridge Investment Research Advisors Inc. | 134,778 | $3.35M | 0.0% | +1.0% | 6.575% | |
| 11/1/2021 | Janney Capital Management LLC | 161,004 | $4.01M | 0.3% | -2.0% | 7.854% | |
| 10/26/2021 | First Affirmative Financial Network | 21,716 | $540K | 0.6% | N/A | 1.059% | |
| 8/16/2021 | Bank of America Corp DE | 417,855 | $10.40M | 0.0% | -6.6% | 21.428% | |
| 8/16/2021 | Royal Bank of Canada | 9,141 | $228K | 0.0% | -8.0% | 0.469% | |
