| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 12,060 | $417K | 0.0% | -10.8% | 1.855% | |
| 11/13/2023 | Cary Street Partners Investment Advisory LLC | 13,522 | $430K | 0.0% | +14.4% | 2.080% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 25,517 | $918K | 0.1% | -74.3% | 3.402% | |
| 4/25/2023 | Creative Financial Designs Inc. ADV | 99,116 | $3.43M | 0.4% | +6.3% | 13.215% | |
| 2/14/2023 | Cary Street Partners Asset Management LLC | 1,833 | $60K | 0.0% | -16.6% | 0.248% | |
| 2/9/2023 | Advisors Preferred LLC | 2,811 | $91K | 0.0% | N/A | 0.380% | |
|
| 2/1/2023 | Creative Financial Designs Inc. ADV | 93,280 | $3.05M | 0.5% | -1.5% | 12.605% | |
| 1/25/2023 | Mayflower Financial Advisors LLC | 10,144 | $331K | 0.0% | -25.2% | 1.371% | |
| 1/19/2023 | Mayflower Financial Advisors LLC | 10,144 | $331K | 0.2% | -25.2% | 1.353% | |
| 11/15/2022 | Cary Street Partners Investment Advisory LLC | 12,858 | $414K | 0.0% | +6.5% | 1.478% | |
| 11/1/2022 | Creative Financial Designs Inc. ADV | 94,709 | $3.05M | 0.5% | +3.7% | 10.886% | |
| 10/17/2022 | WealthCare Investment Partners LLC | 22,050 | $710K | 0.6% | -19.6% | 2.423% | |
| 8/11/2022 | SFI Advisors LLC | 57,061 | $1.83M | 2.0% | +2.3% | 5.883% | |
| 8/1/2022 | Creative Financial Designs Inc. ADV | 91,372 | $2.93M | 0.5% | +13.2% | 9.420% | |
| 7/18/2022 | WealthCare Investment Partners LLC | 27,416 | $878K | 0.8% | -27.9% | 2.826% | |
| 7/15/2022 | Mayflower Financial Advisors LLC | 13,064 | $418K | 0.1% | -6.8% | 1.347% | |
| 7/13/2022 | ACG Wealth | 1,100 | $35K | 0.0% | N/A | 0.113% | |
| 5/16/2022 | SFI Advisors LLC | 55,800 | $2.28M | 1.4% | +1.3% | 5.365% | |
| 5/10/2022 | 3D L Capital Management LLC | 8,341 | $340K | 0.1% | -8.1% | 0.802% | |
| 5/9/2022 | Banque Cantonale Vaudoise | 680 | $28K | 0.0% | -77.7% | 0.065% | |
| 5/6/2022 | Valley National Advisers Inc. | 23,254 | $949K | 0.2% | -53.7% | 2.236% | |
| 5/4/2022 | Gladstone Institutional Advisory LLC | 11,125 | $454K | 0.0% | +3.2% | 1.070% | |
| 4/21/2022 | Mayflower Financial Advisors LLC | 14,017 | $572K | 0.1% | +5.5% | 1.240% | |
| 4/15/2022 | Creative Financial Designs Inc. ADV | 80,691 | $3.29M | 0.5% | +8.9% | 7.141% | |
| 4/14/2022 | WealthCare Investment Partners LLC | 38,033 | $1.49M | 1.3% | -31.3% | 3.366% | |
| 2/15/2022 | SFI Advisors LLC | 55,061 | $2.24M | 2.0% | N/A | 4.873% | |
| 2/15/2022 | Cary Street Partners Investment Advisory LLC | 13,278 | $604K | 0.2% | +8.8% | 1.175% | |
| 2/14/2022 | Blair William & Co. IL | 92,310 | $4.20M | 0.0% | -22.0% | 8.169% | |
| 2/10/2022 | Private Advisor Group LLC | 4,685 | $213K | 0.0% | -75.3% | 0.415% | |
| 2/10/2022 | HighTower Advisors LLC | 7,436 | $339K | 0.0% | +5.3% | 0.658% | |
| 2/9/2022 | Geneos Wealth Management Inc. | 850 | $38K | 0.0% | N/A | 0.075% | |
| 2/8/2022 | Raymond James Financial Services Advisors Inc. | 32,794 | $1.49M | 0.0% | +12.1% | 2.902% | |
| 2/7/2022 | WealthCare Investment Partners LLC | 55,371 | $2.52M | 2.4% | N/A | 4.900% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 6,343 | $288K | 0.0% | +7.6% | 0.561% | |
| 2/2/2022 | RFG Advisory LLC | 10,353 | $471K | 0.0% | +13.9% | 0.870% | |
| 1/26/2022 | Creative Financial Designs Inc. ADV | 74,070 | $3.37M | 0.5% | +4.9% | 6.173% | |
| 1/21/2022 | Mayflower Financial Advisors LLC | 13,280 | $604K | 0.1% | +22.5% | 1.089% | |
| 1/10/2022 | Patriot Financial Group Insurance Agency LLC | 3,674 | $167K | 0.0% | -34.1% | 0.299% | |
| 11/16/2021 | Toroso Investments LLC | 9,617 | $420K | 0.0% | +39.7% | 0.815% | |
| 11/16/2021 | LPL Financial LLC | 45,997 | $2.01M | 0.0% | +18.4% | 3.898% | |
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| 11/15/2021 | Cary Street Partners Investment Advisory LLC | 12,201 | $533K | 0.2% | +158.9% | 1.034% | |
| 11/15/2021 | HighTower Advisors LLC | 7,063 | $312K | 0.0% | +3.3% | 0.599% | |
| 11/10/2021 | Valley National Advisers Inc. | 51,408 | $2.25M | 0.4% | +8.6% | 4.357% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 1,649 | $71K | 0.0% | -50.6% | 0.140% | |
| 11/2/2021 | Raymond James Financial Services Advisors Inc. | 29,263 | $1.28M | 0.0% | +41.6% | 2.480% | |
| 10/29/2021 | Banque Cantonale Vaudoise | 2,873 | $125K | 0.0% | +553.0% | 0.243% | |
| 10/26/2021 | Mayflower Financial Advisors LLC | 10,838 | $495K | 0.1% | +21.2% | 0.918% | |
| 10/19/2021 | RFG Advisory LLC | 9,091 | $397K | 0.0% | -83.1% | 0.770% | |
| 10/14/2021 | Private Advisor Group LLC | 18,933 | $827K | 0.0% | +4.5% | 1.604% | |
| 10/8/2021 | Creative Financial Designs Inc. ADV | 70,605 | $3.08M | 0.5% | +6.0% | 5.983% | |
| 8/16/2021 | Bank of America Corp DE | 23,458 | $1.12M | 0.0% | +16.7% | 2.094% | |
| 8/13/2021 | Toroso Investments LLC | 6,886 | $329K | 0.0% | N/A | 0.615% | |
| 8/13/2021 | 3D L Capital Management LLC | 10,469 | $501K | 0.1% | +10.3% | 0.935% | |
| 8/13/2021 | LPL Financial LLC | 38,845 | $1.86M | 0.0% | -70.8% | 3.468% | |
| 8/12/2021 | Private Advisor Group LLC | 18,110 | $866K | 0.0% | +13.2% | 1.617% | |
| 8/12/2021 | Advisory Services Network LLC | 3,463 | $166K | 0.0% | N/A | 0.309% | |
| 8/12/2021 | Blair William & Co. IL | 115,390 | $5.52M | 0.0% | +153.4% | 10.303% | |
| 8/11/2021 | Equitable Holdings Inc. | 8,375 | $400K | 0.0% | N/A | 0.748% | |
| 8/4/2021 | Envestnet Asset Management Inc. | 4,681 | $224K | 0.0% | -5.4% | 0.418% | |
| 8/2/2021 | Advisor Group Holdings Inc. | 3,336 | $159K | 0.0% | +19.9% | 0.298% | |
| 8/2/2021 | Valley National Advisers Inc. | 47,337 | $2.26M | 0.4% | +12.0% | 4.227% | |
| 7/31/2021 | RFG Advisory LLC | 53,707 | $2.57M | 0.2% | +31.2% | 4.795% | |
| 7/31/2021 | Creative Financial Designs Inc. ADV | 66,605 | $3.19M | 0.6% | -1.3% | 5.947% | |
| 7/30/2021 | Mayflower Financial Advisors LLC | 8,943 | $428K | 0.1% | -6.8% | 0.798% | |
| 5/13/2021 | RMR Wealth Builders | 2,977 | $135K | 0.0% | N/A | 0.271% | |
| 5/13/2021 | 3D L Capital Management LLC | 9,490 | $431K | 0.1% | N/A | 0.863% | |
| 5/13/2021 | Blair William & Co. IL | 45,534 | $2.07M | 0.0% | +109.4% | 4.139% | |
| 5/12/2021 | Harbour Investments Inc. | 687 | $31K | 0.0% | N/A | 0.062% | |
| 5/10/2021 | HighTower Advisors LLC | 6,882 | $314K | 0.0% | N/A | 0.626% | |
| 5/7/2021 | Valley National Advisers Inc. | 42,250 | $1.92M | 0.4% | +45.0% | 3.841% | |
| 5/4/2021 | Better Money Decisions LLC | 8,449 | $384K | 0.4% | N/A | 0.768% | |
| 5/3/2021 | Flagship Harbor Advisors LLC | 16,282 | $740K | 0.1% | N/A | 1.480% | |
| 4/30/2021 | Wealthcare Advisory Partners LLC | 940 | $43K | 0.0% | N/A | 0.085% | |
| 4/23/2021 | San Francisco Sentry Investment Group CA | 930 | $42K | 0.0% | +40.9% | 0.085% | |
| 4/23/2021 | Mayflower Financial Advisors LLC | 9,594 | $436K | 0.1% | N/A | 0.888% | |
| 4/22/2021 | Private Advisor Group LLC | 15,995 | $727K | 0.0% | N/A | 1.481% | |
| 4/19/2021 | RFG Advisory LLC | 40,938 | $1.86M | 0.2% | N/A | 3.826% | |
| 4/19/2021 | Creative Financial Designs Inc. ADV | 67,450 | $3.07M | 0.6% | -1.6% | 6.304% | |
| 3/26/2021 | Susquehanna International Group LLP | 5,695 | $240K | 0.0% | -58.3% | 0.814% | |
| 1/15/2021 | Patriot Financial Group Insurance Agency LLC | 5,397 | $227K | 0.1% | N/A | 1.928% | |
