| 11/15/2024 | IHT Wealth Management LLC | 20,965 | $507K | 0.0% | +43.5% | 0.062% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 43,296 | $1.05M | 0.0% | +2.3% | 0.128% | |
| 11/13/2024 | BNP Paribas Financial Markets | 134,100 | $3.24M | 0.0% | N/A | 0.396% | |
| 11/13/2024 | Private Trust Co. NA | 32,723 | $791K | 0.1% | +30.1% | 0.097% | |
| 11/6/2024 | NYL Investors LLC | 1,441,950 | $34.84M | 2.2% | +0.1% | 4.260% | |
| 11/2/2024 | Transcendent Capital Group LLC | 4,071 | $98K | 0.1% | +130.0% | 0.012% | |
|
| 10/17/2024 | Strategic Advocates LLC | 649,591 | $15.69M | 5.6% | +324.0% | 1.919% | |
| 8/28/2024 | RiverFront Investment Group LLC | 22,246 | $502K | 0.0% | N/A | 0.066% | |
| 7/26/2024 | Bank of New York Mellon Corp | 165,217 | $3.73M | 0.0% | +7.7% | 0.488% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 4,855 | $109K | 0.0% | -31.7% | 0.014% | |
| 7/17/2024 | Westside Investment Management Inc. | 5,141 | $116K | 0.0% | +29.1% | 0.015% | |
| 7/15/2024 | Fifth Third Securities Inc. | 91,853 | $2.07M | 0.2% | +22.8% | 0.271% | |
| 7/11/2024 | Strategic Advocates LLC | 153,210 | $3.46M | 1.4% | N/A | 0.453% | |
| 5/16/2024 | Global Financial Private Client LLC | 9,800 | $223K | 0.1% | N/A | 0.028% | |
| 5/15/2024 | Transcendent Capital Group LLC | 1,750 | $41K | 0.0% | +45.2% | 0.005% | |
| 5/11/2024 | NYL Investors LLC | 1,437,650 | $33.41M | 1.2% | +0.0% | 4.137% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 162,546 | $3.78M | 0.0% | +1,023.3% | 0.476% | |
| 4/24/2024 | Private Trust Co. NA | 32,649 | $759K | 0.1% | +8.3% | 0.096% | |
| 4/19/2024 | Westside Investment Management Inc. | 3,982 | $93K | 0.0% | +18.9% | 0.012% | |
| 4/18/2024 | Fifth Third Securities Inc. | 74,783 | $1.74M | 0.2% | N/A | 0.219% | |
| 4/15/2024 | Sunbelt Securities Inc. | 2,362 | $55K | 0.0% | -20.6% | 0.007% | |
| 3/1/2024 | Transcendent Capital Group LLC | 1,205 | $29K | 0.0% | N/A | 0.004% | |
| 2/12/2024 | NYL Investors LLC | 1,436,950 | $34.19M | 1.4% | -23.4% | 4.540% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 7,112 | $169K | 0.0% | -21.8% | 0.022% | |
| 1/24/2024 | Private Trust Co. NA | 30,149 | $717K | 0.1% | +24.3% | 0.095% | |
| 1/12/2024 | Westside Investment Management Inc. | 3,350 | $80K | 0.0% | N/A | 0.011% | |
| 1/10/2024 | Wayfinding Financial LLC | 106,394 | $2.53M | 1.7% | -48.7% | 0.336% | |
| 11/13/2023 | NYL Investors LLC | 1,876,350 | $39.85M | 1.6% | +0.6% | 5.928% | |
| 11/13/2023 | NSI Retail Advisors LLC | 51,700 | $1.10M | 0.2% | -4.6% | 0.163% | |
| 11/2/2023 | Wayfinding Financial LLC | 207,339 | $4.34M | 3.3% | N/A | 0.655% | |
| 10/24/2023 | Bank of New York Mellon Corp | 479,896 | $10.19M | 0.0% | +317.6% | 1.516% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 17,745 | $377K | 0.0% | -69.5% | 0.056% | |
| 8/3/2023 | Bank of New York Mellon Corp | 114,918 | $2.67M | 0.0% | +14.9% | 0.363% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 58,192 | $1.35M | 0.0% | +208.6% | 0.198% | |
| 5/11/2023 | NYL Investors LLC | 1,863,050 | $44.01M | 2.7% | +0.2% | 6.666% | |
| 5/5/2023 | Assetmark Inc. | 51,670 | $1.22M | 0.0% | -2.5% | 0.185% | |
| 4/12/2023 | Private Trust Co. NA | 24,262 | $573K | 0.1% | +487.6% | 0.090% | |
| 3/6/2023 | OLD Mission Capital LLC | 100,747 | $2.26M | 0.1% | N/A | 0.401% | |
| 2/14/2023 | NSI Retail Advisors LLC | 54,200 | $1.22M | 0.3% | -8.0% | 0.216% | |
| 2/14/2023 | CSM Advisors LLC | 54,200 | $1.22M | 0.1% | -8.0% | 0.216% | |
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| 2/10/2023 | CoreCap Advisors LLC | 17,983 | $404K | 0.0% | +9.0% | 0.072% | |
| 2/9/2023 | Edmond DE Rothschild Holding S.A. | 35,165 | $789K | 0.0% | N/A | 0.140% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 18,705 | $420K | 0.0% | +10.2% | 0.074% | |
| 1/25/2023 | Capstone Wealth Management Group LLC | 116,318 | $2.61M | 2.8% | N/A | 0.468% | |
| 1/20/2023 | Miracle Mile Advisors LLC | 20,316 | $456K | 0.0% | N/A | 0.080% | |
| 11/22/2022 | IHT Wealth Management LLC | 20,548 | $447K | 0.0% | +31.1% | 0.091% | |
| 11/9/2022 | NYL Investors LLC | 1,804,150 | $39.24M | 4.6% | +224.6% | 8.001% | |
| 11/8/2022 | Advisors Asset Management Inc. | 9,410 | $205K | 0.0% | -25.5% | 0.042% | |
| 11/1/2022 | Strategic Asset Management LLC | 1,789 | $39K | 0.1% | -61.1% | 0.008% | |
| 10/17/2022 | Private Trust Co. NA | 4,129 | $163K | 0.0% | N/A | 0.018% | |
| 8/13/2022 | NewEdge Advisors LLC | 22,853 | $551K | 0.0% | N/A | 0.089% | |
| 8/13/2022 | Concourse Financial Group Securities Inc. | 17,163 | $413K | 0.0% | +10.2% | 0.067% | |
| 8/11/2022 | CoreCap Advisors LLC | 10,836 | $261K | 0.0% | -8.1% | 0.042% | |
| 8/10/2022 | NYL Investors LLC | 555,850 | $13.39M | 1.6% | +33.2% | 2.159% | |
| 8/3/2022 | Assetmark Inc. | 58,364 | $1.41M | 0.0% | -92.7% | 0.233% | |
| 7/14/2022 | Strategic Asset Management LLC | 4,597 | $111K | 0.2% | -11.9% | 0.018% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 16,847 | $406K | 0.0% | -84.4% | 0.066% | |
| 5/12/2022 | Raleigh Capital Management Inc. | 59,242 | $1.65M | 0.9% | +9.2% | 0.230% | |
| 5/12/2022 | NYL Investors LLC | 417,350 | $11.60M | 1.6% | +1.1% | 1.621% | |
| 5/12/2022 | Cambridge Investment Research Advisors Inc. | 107,921 | $3.00M | 0.0% | -1.3% | 0.419% | |
| 5/11/2022 | US Bancorp DE | 51,746 | $1.44M | 0.0% | +7,157.5% | 0.193% | |
| 5/9/2022 | Concourse Financial Group Securities Inc. | 15,575 | $433K | 0.0% | -31.6% | 0.057% | |
| 5/2/2022 | Spinnaker Trust | 398,913 | $11.09M | 0.7% | N/A | 1.378% | |
| 4/29/2022 | Clearview Wealth Advisors LLC | 1,386 | $39K | 0.0% | -31.5% | 0.005% | |
| 4/19/2022 | Baystate Wealth Management LLC | 15,920 | $442K | 0.0% | +100.3% | 0.051% | |
| 2/10/2022 | OLD Mission Capital LLC | 29,812 | $938K | 0.0% | +105.4% | 0.085% | |
| 2/10/2022 | Bay Harbor Wealth Management LLC | 2,081 | $61K | 0.0% | -40.6% | 0.006% | |
| 2/7/2022 | Concourse Financial Group Securities Inc. | 22,769 | $717K | 0.0% | +17.3% | 0.064% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 109,359 | $3.44M | 0.0% | +7.4% | 0.319% | |
| 2/2/2022 | Clearview Wealth Advisors LLC | 2,023 | $64K | 0.0% | -35.7% | 0.006% | |
| 1/26/2022 | Strategic Asset Management LLC | 5,396 | $170K | 0.2% | -9.5% | 0.017% | |
| 1/21/2022 | Trust Co. of Vermont | 1,900 | $60K | 0.0% | N/A | 0.006% | |
| 1/21/2022 | Baystate Wealth Management LLC | 7,950 | $250K | 0.0% | +374.1% | 0.025% | |
| 11/24/2021 | Bay Harbor Wealth Management LLC | 3,504 | $110K | 0.0% | -49.7% | 0.011% | |
| 11/15/2021 | NYL Investors LLC | 408,650 | $12.82M | 1.4% | +0.3% | 1.351% | |
| 11/12/2021 | OLD Mission Capital LLC | 14,511 | $455K | 0.0% | -89.8% | 0.048% | |
| 11/12/2021 | Assetmark Inc. | 1,015,210 | $31.84M | 0.1% | +0.3% | 3.356% | |
| 11/9/2021 | Concourse Financial Group Securities Inc. | 19,417 | $609K | 0.0% | +29.7% | 0.067% | |
| 11/5/2021 | Baystate Wealth Management LLC | 1,677 | $53K | 0.0% | +144.8% | 0.006% | |
| 11/4/2021 | Strategic Asset Management LLC | 5,965 | $186K | 0.3% | N/A | 0.021% | |
| 11/2/2021 | Cambridge Investment Research Advisors Inc. | 101,795 | $3.19M | 0.0% | +8.9% | 0.354% | |
| 10/29/2021 | GWM Advisors LLC | 7,449 | $234K | 0.0% | N/A | 0.025% | |
| 10/22/2021 | Legacy Financial Group LLC | 26,568 | $833K | 0.2% | -34.2% | 0.091% | |
| 8/16/2021 | CSM Advisors LLC | 65,900 | $2.09M | 0.1% | N/A | 0.212% | |
| 8/16/2021 | NSI Retail Advisors LLC | 65,900 | $2.09M | 0.3% | N/A | 0.212% | |
| 8/16/2021 | Assetmark Inc. | 1,012,406 | $32.17M | 0.1% | +57.6% | 3.261% | |
| 8/13/2021 | OLD Mission Capital LLC | 141,999 | $4.51M | 0.2% | N/A | 0.471% | |
| 8/13/2021 | NYL Investors LLC | 407,450 | $12.95M | 1.5% | +16.7% | 1.351% | |
| 8/12/2021 | Strategic Blueprint LLC | 3,232 | $103K | 0.0% | -53.1% | 0.010% | |
| 8/11/2021 | Bank of New York Mellon Corp | 142,392 | $4.53M | 0.0% | -8.5% | 0.460% | |
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| 8/10/2021 | Cambridge Investment Research Advisors Inc. | 93,458 | $2.97M | 0.0% | +11.9% | 0.323% | |
| 8/5/2021 | US Bancorp DE | 800 | $25K | 0.0% | -97.2% | 0.003% | |
| 8/5/2021 | Archer Investment Corp | 7,266 | $231K | 0.1% | +7.5% | 0.026% | |
| 8/1/2021 | Clearview Wealth Advisors LLC | 3,138 | $100K | 0.1% | -76.6% | 0.011% | |
| 8/1/2021 | Patriot Financial Group Insurance Agency LLC | 1,873 | $60K | 0.0% | -45.8% | 0.007% | |
| 7/31/2021 | AlphaStar Capital Management LLC | 12,167 | $387K | 0.0% | -6.2% | 0.043% | |
| 5/17/2021 | Ameriprise Financial Inc. | 13,571 | $436K | 0.0% | -93.0% | 0.042% | |
| 5/14/2021 | NYL Investors LLC | 349,250 | $10.54M | 1.3% | +1.7% | 1.002% | |
| 5/13/2021 | Proequities Inc. | 10,930 | $330K | 0.0% | -11.1% | 0.031% | |
| 5/13/2021 | Bank of New York Mellon Corp | 155,608 | $4.70M | 0.0% | +4.7% | 0.443% | |
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