| 8/8/2025 | Kingsview Wealth Management LLC | 128,312 | $3.15M | 0.1% | -3.4% | 0.753% | |
| 8/8/2025 | Cetera Investment Advisers | 251,955 | $6.19M | 0.0% | -3.2% | 1.478% | |
| 8/7/2025 | PFG Advisors | 13,922 | $342K | 0.0% | -36.5% | 0.082% | |
| 8/7/2025 | Rathbones Group PLC | 40,522 | $995K | 0.0% | +18.0% | 0.238% | |
| 8/6/2025 | Prospera Financial Services Inc | 66,435 | $1.63M | 0.0% | -0.7% | 0.390% | |
| 8/6/2025 | AE Wealth Management LLC | 62,581 | $1.54M | 0.0% | -17.6% | 0.367% | |
| 8/5/2025 | Bank of New York Mellon Corp | 275,398 | $6.76M | 0.0% | +0.7% | 1.615% | |
| 8/5/2025 | Sebold Capital Management Inc. | 15,582 | $383K | 0.2% | -15.8% | 0.091% | |
| 8/4/2025 | Atria Investments Inc | 92,004 | $2.26M | 0.0% | +26.5% | 0.540% | |
| 8/4/2025 | Assetmark Inc. | 214,673 | $5.27M | 0.0% | +19.5% | 1.259% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 555,408 | $13.64M | 0.0% | -1.2% | 3.258% | |
| 7/30/2025 | D.A. Davidson & CO. | 31,317 | $769K | 0.0% | -2.8% | 0.184% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 13,624 | $335K | 0.0% | -16.1% | 0.080% | |
| 7/28/2025 | Harbour Investments Inc. | 11,994 | $295K | 0.0% | +6.0% | 0.070% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 14,091 | $346K | 0.0% | -61.9% | 0.083% | |
| 7/25/2025 | CWM LLC | 115,325 | $2.83M | 0.0% | +147.2% | 0.680% | |
| 7/24/2025 | IFP Advisors Inc | 49,288 | $1.21M | 0.0% | +4.1% | 0.291% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,679 | $115K | 0.0% | N/A | 0.028% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 606,409 | $14.89M | 0.3% | +5.8% | 3.578% | |
| 7/18/2025 | Midwest Financial Group LLC | 91,546 | $2.25M | 1.2% | -3.7% | 0.540% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 58,254 | $1.43M | 0.0% | +7.7% | 0.344% | |
| 7/15/2025 | Traction Financial Partners LLC | 9,208 | $226K | 0.2% | N/A | 0.054% | |
| 7/14/2025 | Park Avenue Securities LLC | 38,714 | $951K | 0.0% | N/A | 0.228% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,059 | $51K | 0.0% | N/A | 0.012% | |
| 5/19/2025 | Jane Street Group LLC | 100,453 | $2.30M | 0.0% | -33.2% | 0.593% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 62,135 | $1.41M | 0.1% | -53.2% | 0.367% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 16,241 | $371K | 0.0% | -17.8% | 0.096% | |
| 5/16/2025 | Jones Financial Companies Lllp | 7,854 | $180K | 0.0% | +39.2% | 0.046% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 10,025 | $229K | 0.1% | +6.5% | 0.059% | |
| 5/16/2025 | NewEdge Advisors LLC | 7,204 | $165K | 0.0% | N/A | 0.043% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 29,088 | $665K | 0.0% | -65.2% | 0.172% | |
| 5/15/2025 | Royal Bank of Canada | 1,047,564 | $23.95M | 0.0% | -0.6% | 6.180% | |
| 5/15/2025 | OLD Mission Capital LLC | 394,725 | $9.02M | 0.1% | +33.6% | 2.329% | |
| 5/14/2025 | Comerica Bank | 27,741 | $634K | 0.0% | -10.8% | 0.164% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 7,227 | $165K | 0.0% | +14.0% | 0.043% | |
| 5/14/2025 | Kestra Advisory Services LLC | 37,977 | $868K | 0.0% | -8.4% | 0.224% | |
| 5/13/2025 | Raymond James Financial Inc. | 282,305 | $6.45M | 0.0% | +5.1% | 1.666% | |
| 5/13/2025 | Rathbones Group PLC | 34,355 | $785K | 0.0% | +9.2% | 0.203% | |
| 5/13/2025 | HighTower Advisors LLC | 27,628 | $632K | 0.0% | +4.0% | 0.163% | |
| 5/12/2025 | Benjamin Edwards Inc. | 53,259 | $1.22M | 0.0% | +2.4% | 0.314% | |
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| 5/9/2025 | Chicago Partners Investment Group LLC | 38,001 | $871K | 0.0% | -3.0% | 0.224% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 29,543 | $675K | 0.0% | +28.2% | 0.174% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 573,292 | $13.11M | 0.3% | +0.7% | 3.382% | |
| 5/7/2025 | LPL Financial LLC | 1,080,852 | $24.71M | 0.0% | -9.3% | 6.377% | |
| 5/6/2025 | Assetmark Inc. | 179,574 | $4.11M | 0.0% | -2.6% | 1.059% | |
| 5/6/2025 | Cetera Investment Advisers | 260,251 | $5.95M | 0.0% | +12.4% | 1.535% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 60,478 | $1.38M | 0.0% | -30.6% | 0.357% | |
| 5/6/2025 | AE Wealth Management LLC | 75,976 | $1.74M | 0.0% | -5.0% | 0.448% | |
| 5/6/2025 | PFG Advisors | 21,912 | $501K | 0.0% | -24.9% | 0.129% | |
| 5/5/2025 | IFP Advisors Inc | 47,344 | $1.08M | 0.0% | +5.8% | 0.279% | |
| 5/5/2025 | OneAscent Financial Services LLC | 38,717 | $885K | 0.1% | +5.2% | 0.228% | |
| 5/5/2025 | Private Advisor Group LLC | 186,499 | $4.26M | 0.0% | +6.0% | 1.100% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 132,812 | $3.04M | 0.1% | -11.9% | 0.784% | |
| 5/1/2025 | CWM LLC | 46,648 | $1.07M | 0.0% | -4.2% | 0.275% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 41,369 | $946K | 0.2% | +22.5% | 0.244% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 561,927 | $12.85M | 0.0% | +3.0% | 3.315% | |
| 4/29/2025 | Bank of New York Mellon Corp | 273,541 | $6.25M | 0.0% | +1.9% | 1.614% | |
| 4/28/2025 | Sebold Capital Management Inc. | 18,504 | $423K | 0.3% | -3.2% | 0.109% | |
| 4/28/2025 | Rossby Financial LCC | 1,668 | $38K | 0.0% | N/A | 0.010% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 194,612 | $4.45M | 0.0% | +4.6% | 1.148% | |
| 4/22/2025 | Midwest Financial Group LLC | 95,020 | $2.17M | 1.3% | -0.6% | 0.561% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 36,962 | $845K | 0.0% | -8.0% | 0.218% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 54,066 | $1.24M | 0.0% | -54.3% | 0.319% | |
| 4/14/2025 | Farther Finance Advisors LLC | 34,830 | $800K | 0.0% | +3,210.8% | 0.205% | |
| 4/10/2025 | Iams Wealth Management LLC | 29,000 | $663K | 0.3% | +6.6% | 0.169% | |
| 4/9/2025 | NBC Securities Inc. | 5,271 | $120K | 0.0% | +87,750.0% | 0.031% | |
| 2/19/2025 | Richmond Investment Services LLC | 11,179 | $246K | 0.1% | N/A | 0.064% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 38,443 | $847K | 0.0% | +5.8% | 0.221% | |
| 2/17/2025 | Royal Bank of Canada | 1,054,324 | $23.23M | 0.0% | -0.8% | 6.059% | |
| 2/17/2025 | EPG Wealth Management LLC | 2,408 | $53K | 0.0% | -48.4% | 0.014% | |
| 2/17/2025 | Cetera Investment Advisers | 231,559 | $5.10M | 0.0% | -0.4% | 1.331% | |
| 2/17/2025 | Citadel Advisors LLC | 34,160 | $752K | 0.0% | N/A | 0.196% | |
| 2/17/2025 | Baird Financial Group Inc. | 19,094 | $421K | 0.0% | N/A | 0.110% | |
| 2/17/2025 | Bank of America Corp DE | 1,039,178 | $22.89M | 0.0% | +64.1% | 5.972% | |
| 2/17/2025 | Benjamin Edwards Inc. | 52,000 | $1.15M | 0.0% | +45.0% | 0.299% | |
| 2/14/2025 | Jane Street Group LLC | 150,383 | $3.31M | 0.0% | +46.6% | 0.864% | |
| 2/14/2025 | Comerica Bank | 31,100 | $685K | 0.0% | -18.8% | 0.179% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 83,649 | $1.84M | 0.0% | +1.6% | 0.481% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 132,751 | $2.94M | 0.4% | +7.8% | 0.763% | |
| 2/14/2025 | Susquehanna International Group LLP | 100,651 | $2.22M | 0.0% | +25.6% | 0.578% | |
| 2/14/2025 | Stifel Financial Corp | 43,691 | $962K | 0.0% | -4.0% | 0.251% | |
| 2/14/2025 | First Trust Advisors LP | 30,167 | $665K | 0.0% | +5.2% | 0.173% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 29,748 | $656K | 0.0% | +10.2% | 0.171% | |
| 2/13/2025 | LaSalle St. Investment Advisors LLC | 11,365 | $250K | 0.1% | N/A | 0.065% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 50,930 | $1.12M | 0.0% | -1.8% | 0.293% | |
| 2/13/2025 | Raymond James Financial Inc. | 268,572 | $5.92M | 0.0% | N/A | 1.544% | |
| 2/13/2025 | Rathbones Group PLC | 31,467 | $693K | 0.0% | +7.7% | 0.181% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 545,663 | $12.02M | 0.0% | +2.3% | 3.136% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,332,636 | $29.36M | 0.0% | +1.2% | 7.659% | |
| 2/12/2025 | OneAscent Financial Services LLC | 36,793 | $810K | 0.1% | N/A | 0.211% | |
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| 2/12/2025 | OLD Mission Capital LLC | 295,499 | $6.51M | 0.1% | -10.0% | 1.698% | |
| 2/12/2025 | Tucker Asset Management LLC | 3,241 | $71K | 0.0% | +23.3% | 0.019% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 38,095 | $839K | 0.0% | +5.6% | 0.219% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 19,755 | $435K | 0.0% | -19.3% | 0.114% | |
| 2/11/2025 | LPL Financial LLC | 1,192,334 | $26.27M | 0.0% | -0.2% | 6.852% | |
| 2/11/2025 | Virtu Financial LLC | 9,344 | $206K | 0.0% | N/A | 0.054% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 69,240 | $1.53M | 0.0% | +33.3% | 0.398% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 87,162 | $1.92M | 0.0% | +3.0% | 0.501% | |
| 2/7/2025 | PFG Advisors | 29,162 | $642K | 0.0% | +243.1% | 0.168% | |
| 2/7/2025 | HighTower Advisors LLC | 26,566 | $585K | 0.0% | -5.9% | 0.153% | |
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