| 2/17/2025 | Snowden Capital Advisors LLC | 16,167 | $836K | 0.0% | +1.9% | 0.469% | |
| 2/17/2025 | Cetera Investment Advisers | 56,960 | $2.94M | 0.0% | +9.1% | 1.651% | |
| 2/17/2025 | Bank of America Corp DE | 13,554 | $700K | 0.0% | N/A | 0.393% | |
| 2/17/2025 | Benjamin Edwards Inc. | 64,924 | $3.36M | 0.0% | -5.2% | 1.882% | |
| 2/14/2025 | Jane Street Group LLC | 31,241 | $1.62M | 0.0% | -31.2% | 0.906% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 49,084 | $2.54M | 0.4% | +11.8% | 1.423% | |
| 2/14/2025 | Stifel Financial Corp | 7,815 | $404K | 0.0% | -33.8% | 0.227% | |
| 2/14/2025 | First Trust Advisors LP | 666,449 | $34.44M | 0.0% | -8.9% | 19.317% | |
| 2/13/2025 | LaSalle St. Investment Advisors LLC | 3,896 | $201K | 0.1% | N/A | 0.113% | |
| 2/13/2025 | Raymond James Financial Inc. | 46,123 | $2.38M | 0.0% | N/A | 1.337% | |
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| 2/13/2025 | Rathbones Group PLC | 66,193 | $3.42M | 0.0% | +1.2% | 1.919% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 214,926 | $11.11M | 0.0% | +8.2% | 6.230% | |
| 2/12/2025 | OneAscent Financial Services LLC | 12,738 | $658K | 0.1% | N/A | 0.369% | |
| 2/12/2025 | Tucker Asset Management LLC | 1,396 | $72K | 0.0% | +43.5% | 0.040% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 34,010 | $1.76M | 0.2% | +2.1% | 0.986% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 16,271 | $841K | 0.0% | +5.6% | 0.472% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 723,800 | $37.41M | 0.5% | +1.4% | 20.980% | |
| 2/11/2025 | LPL Financial LLC | 124,847 | $6.45M | 0.0% | +21.0% | 3.619% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 5,229 | $270K | 0.0% | -8.2% | 0.152% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 24,093 | $1.25M | 0.0% | -5.0% | 0.698% | |
| 2/7/2025 | PFG Advisors | 10,656 | $551K | 0.0% | N/A | 0.309% | |
| 2/7/2025 | HighTower Advisors LLC | 23,984 | $1.24M | 0.0% | -5.8% | 0.695% | |
| 2/6/2025 | Raymond James Financial Inc. | 46,123 | $2.38M | 0.0% | N/A | 1.337% | |
| 2/6/2025 | Atria Investments Inc | 16,755 | $866K | 0.0% | +15.4% | 0.486% | |
| 2/6/2025 | Assetmark Inc. | 74,491 | $3.85M | 0.0% | +15.3% | 2.159% | |
| 2/6/2025 | Synergy Investment Management LLC | 1,390 | $72K | 0.0% | N/A | 0.040% | |
| 2/4/2025 | Bank of New York Mellon Corp | 23,170 | $1.20M | 0.0% | -22.0% | 0.672% | |
| 2/4/2025 | Holistic Financial Partners | 57,902 | $2.99M | 1.5% | +11.4% | 1.678% | |
| 2/4/2025 | IFP Advisors Inc | 23,918 | $1.24M | 0.0% | +8.9% | 0.693% | |
| 2/3/2025 | Good Life Advisors LLC | 43,921 | $2.27M | 0.2% | -19.8% | 1.273% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 10,036 | $519K | 0.0% | -4.7% | 0.287% | |
| 1/31/2025 | Truist Financial Corp | 22,567 | $1.17M | 0.0% | +91.5% | 0.645% | |
| 1/31/2025 | Sanctuary Advisors LLC | 5,813 | $306K | 0.0% | +4.6% | 0.166% | |
| 1/30/2025 | Principal Securities Inc. | 1,895 | $98K | 0.0% | +26.1% | 0.054% | |
| 1/23/2025 | American Institute for Advanced Investment Management LLP | 15,600 | $806K | 0.6% | -4.8% | 0.439% | |
| 1/23/2025 | Iams Wealth Management LLC | 10,680 | $552K | 0.3% | +4.4% | 0.301% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 14,386 | $743K | 0.2% | +6.5% | 0.405% | |
| 1/21/2025 | Cottonwood Capital Advisors LLC | 7,549 | $390K | 0.3% | +14.4% | 0.213% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 13,523 | $699K | 0.0% | +48.2% | 0.381% | |
| 1/14/2025 | SignalPoint Asset Management LLC | 12,793 | $661K | 0.2% | -11.5% | 0.355% | |
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| 1/14/2025 | Park Avenue Securities LLC | 12,138 | $627K | 0.0% | +13.8% | 0.337% | |
| 1/10/2025 | HBW Advisory Services LLC | 3,877 | $200K | 0.0% | N/A | 0.105% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 500 | $27K | 0.0% | N/A | 0.013% | |
| 11/25/2024 | Sanctuary Advisors LLC | 5,557 | $292K | 0.0% | +27.0% | 0.148% | |
| 11/15/2024 | MML Investors Services LLC | 7,714 | $418K | 0.0% | +34.9% | 0.206% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 15,402 | $835K | 0.0% | +14.3% | 0.411% | |
| 11/15/2024 | Jane Street Group LLC | 45,385 | $2.46M | 0.0% | +774.3% | 1.210% | |
| 11/15/2024 | Stifel Financial Corp | 11,807 | $641K | 0.0% | -3.7% | 0.315% | |
| 11/15/2024 | Hilltop Holdings Inc. | 14,590 | $791K | 0.1% | +6.1% | 0.389% | |
| 11/15/2024 | Benjamin Edwards Inc. | 68,466 | $3.72M | 0.1% | +4,979.1% | 1.826% | |
| 11/14/2024 | Flow Traders U.S. LLC | 20,494 | $1.11M | 0.1% | N/A | 0.547% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 33,299 | $1.81M | 0.2% | +0.8% | 0.888% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 4,305 | $234K | 0.0% | +10.5% | 0.115% | |
| 11/8/2024 | Prospera Financial Services Inc | 22,177 | $1.20M | 0.0% | +11.7% | 0.591% | |
| 11/7/2024 | Holistic Financial Partners | 51,991 | $2.82M | 1.4% | +3.7% | 1.386% | |
| 11/4/2024 | Cottonwood Capital Advisors LLC | 6,598 | $358K | 0.3% | N/A | 0.176% | |
| 11/1/2024 | Atria Investments Inc | 14,520 | $788K | 0.0% | +9.4% | 0.387% | |
| 11/1/2024 | Assetmark Inc. | 64,581 | $3.50M | 0.0% | +10.6% | 1.722% | |
| 11/1/2024 | ABLE Financial Group LLC | 3,732 | $202K | 0.1% | N/A | 0.100% | |
| 10/29/2024 | Farther Finance Advisors LLC | 5,849 | $317K | 0.0% | N/A | 0.156% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 82,830 | $4.49M | 0.0% | +7.2% | 2.209% | |
| 10/23/2024 | American Institute for Advanced Investment Management LLP | 16,385 | $889K | 0.6% | -31.7% | 0.437% | |
| 10/16/2024 | Good Life Advisors LLC | 54,790 | $2.97M | 0.2% | -11.2% | 1.461% | |
| 10/11/2024 | Iams Wealth Management LLC | 10,230 | $555K | 0.3% | +11.2% | 0.273% | |
| 10/7/2024 | SignalPoint Asset Management LLC | 14,455 | $773K | 0.2% | -13.7% | 0.385% | |
| 10/3/2024 | Park Avenue Securities LLC | 10,666 | $579K | 0.0% | -4.1% | 0.284% | |
| 9/5/2024 | Sanctuary Advisors LLC | 4,375 | $228K | 0.0% | N/A | 0.117% | |
| 8/22/2024 | Cetera Investment Advisers | 53,533 | $2.76M | 0.0% | -2.5% | 1.428% | |
| 8/21/2024 | Truist Financial Corp | 21,290 | $1.10M | 0.0% | +2.1% | 0.568% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 13,638 | $703K | 0.2% | +6.3% | 0.364% | |
| 8/13/2024 | AE Wealth Management LLC | 24,458 | $1.26M | 0.0% | +14.8% | 0.652% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 67,261 | $3.47M | 0.1% | +32.4% | 1.794% | |
| 8/9/2024 | Rathbones Group PLC | 62,999 | $3.25M | 0.0% | +35.8% | 1.680% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 205,052 | $10.56M | 0.0% | -1.4% | 5.468% | |
| 7/31/2024 | Holistic Financial Partners | 50,126 | $2.58M | 1.3% | -1.0% | 1.337% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 5,004 | $258K | 0.0% | +5.8% | 0.133% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 25,090 | $1.29M | 0.0% | +15.7% | 0.669% | |
| 7/26/2024 | Bank of New York Mellon Corp | 30,888 | $1.59M | 0.0% | +2.6% | 0.824% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 2,485 | $128K | 0.0% | -8.9% | 0.066% | |
| 7/19/2024 | Raymond James & Associates | 25,887 | $1.33M | 0.0% | +11.1% | 0.700% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 3,895 | $201K | 0.0% | N/A | 0.105% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 77,251 | $3.98M | 0.0% | +6.8% | 2.088% | |
| 7/10/2024 | Csenge Advisory Group | 11,820 | $609K | 0.0% | -48.6% | 0.319% | |
| 7/9/2024 | Park Avenue Securities LLC | 11,126 | $573K | 0.0% | +6.4% | 0.301% | |
| 5/24/2024 | Cetera Advisors LLC | 15,762 | $869K | 0.0% | N/A | 0.409% | |
| 5/24/2024 | Cetera Investment Advisers | 54,906 | $3.03M | 0.0% | +41.5% | 1.426% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 39,826 | $2.20M | 0.4% | N/A | 1.034% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 26,654 | $1.47M | 0.0% | +151.6% | 0.692% | |
| 5/8/2024 | US Bancorp DE | 35,193 | $1.94M | 0.0% | +390,933.3% | 0.914% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 15,969 | $880K | 0.0% | +10.5% | 0.415% | |
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| 5/4/2024 | Csenge Advisory Group | 23,008 | $1.27M | 0.1% | +7.5% | 0.598% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 12,024 | $663K | 0.0% | -43.4% | 0.312% | |
| 4/26/2024 | Guild Investment Management Inc. | 36,520 | $2.01M | 2.6% | +19.1% | 0.949% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 28,315 | $1.56M | 0.0% | +14.8% | 0.735% | |
| 4/22/2024 | American Institute for Advanced Investment Management LLP | 24,485 | $1.35M | 1.1% | +32.6% | 0.636% | |
| 4/18/2024 | Iams Wealth Management LLC | 12,121 | $641K | 0.4% | +8.0% | 0.315% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 716,958 | $39.53M | 0.7% | +0.5% | 18.622% | |
| 4/16/2024 | OneAscent Financial Services LLC | 9,613 | $530K | 0.1% | +19.5% | 0.250% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 72,360 | $3.99M | 0.0% | +22.8% | 1.879% | |
| 4/11/2024 | SignalPoint Asset Management LLC | 13,457 | $744K | 0.2% | -2.2% | 0.359% | |
