| 11/15/2024 | Jane Street Group LLC | 127,184 | $1.43M | 0.0% | -11.5% | 1.740% | |
| 11/15/2024 | Stifel Financial Corp | 10,580 | $119K | 0.0% | -13.3% | 0.145% | |
| 11/14/2024 | Flow Traders U.S. LLC | 83,160 | $936K | 0.0% | N/A | 1.138% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 18,186 | $205K | 0.0% | N/A | 0.249% | |
| 11/12/2024 | Centaurus Financial Inc. | 14,996 | $169K | 0.0% | +7.0% | 0.205% | |
| 11/6/2024 | Oppenheimer Asset Management Inc. | 61,710 | $694K | 0.0% | -8.9% | 0.844% | |
|
| 11/1/2024 | Atria Investments Inc | 10,807 | $122K | 0.0% | N/A | 0.148% | |
| 11/1/2024 | Corrado Advisors LLC | 64,224 | $723K | 0.5% | +3.0% | 0.879% | |
| 10/30/2024 | James J. Burns & Company LLC | 18,293 | $207K | 0.0% | +6.0% | 0.250% | |
| 10/10/2024 | McGuire Investment Group LLC | 56,169 | $632K | 0.1% | -2.9% | 0.753% | |
| 9/23/2024 | Centaurus Financial Inc. | 14,011 | $146K | 0.0% | N/A | 0.188% | |
| 9/5/2024 | Sanctuary Advisors LLC | 60,166 | $590K | 0.0% | N/A | 0.809% | |
| 8/9/2024 | One Capital Management LLC | 680,311 | $7.10M | 0.2% | +22.1% | 9.144% | |
| 8/8/2024 | Oppenheimer Asset Management Inc. | 67,712 | $707K | 0.0% | +10.2% | 0.910% | |
| 7/17/2024 | Archford Capital Strategies LLC | 36,871 | $385K | 0.1% | +59.1% | 0.412% | |
| 7/17/2024 | James J. Burns & Company LLC | 17,255 | $181K | 0.0% | N/A | 0.193% | |
| 7/16/2024 | Insight Advisors LLC PA | 21,177 | $221K | 0.0% | +59.0% | 0.236% | |
| 5/15/2024 | Manhattan West Asset Management LLC | 27,187 | $309K | 0.1% | -28.3% | 0.298% | |
| 5/10/2024 | Banco Santander S.A. | 16,100 | $183K | 0.0% | -36.0% | 0.177% | |
| 5/9/2024 | Portland Global Advisors LLC | 242,090 | $2.76M | 0.4% | +0.6% | 2.654% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 61,452 | $699K | 0.0% | -1.7% | 0.674% | |
| 5/7/2024 | Insight Advisors LLC PA | 13,316 | $152K | 0.0% | N/A | 0.146% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 377,749 | $4.43M | 0.0% | +16.4% | 4.142% | |
| 4/26/2024 | McGuire Investment Group LLC | 58,651 | $667K | 0.1% | +6.7% | 0.643% | |
| 4/24/2024 | Sightline Wealth Advisors LLC | 62,043 | $706K | 0.5% | -2.8% | 0.680% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 263,328 | $3.00M | 0.0% | +4.9% | 2.887% | |
| 2/26/2024 | Centaurus Financial Inc. | 12,738 | $147K | 0.0% | +14.6% | 0.155% | |
| 2/13/2024 | James J. Burns & Company LLC | 18,479 | $214K | 0.1% | +35.6% | 0.225% | |
| 2/12/2024 | Manhattan West Asset Management LLC | 37,898 | $438K | 0.1% | -68.8% | 0.460% | |
| 2/7/2024 | One Capital Management LLC | 506,348 | $5.85M | 0.2% | -6.3% | 6.152% | |
| 2/6/2024 | Private Advisor Group LLC | 21,801 | $252K | 0.0% | -96.2% | 0.265% | |
| 2/1/2024 | Corrado Advisors LLC | 55,209 | $638K | 0.5% | N/A | 0.671% | |
| 1/30/2024 | Prosperity Wealth Management Inc. | 47,095 | $544K | 0.4% | N/A | 0.572% | |
| 1/30/2024 | Capital Analysts LLC | 18,732 | $217K | 0.0% | +8.9% | 0.228% | |
| 1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 324,571 | $3.75M | 0.0% | -13.5% | 3.944% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 45,014 | $520K | 0.0% | +15.4% | 0.547% | |
| 1/24/2024 | International Assets Investment Management LLC | 8,669 | $100K | 0.0% | N/A | 0.105% | |
| 1/23/2024 | Sightline Wealth Advisors LLC | 63,843 | $738K | 0.6% | -11.7% | 0.776% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 250,986 | $2.90M | 0.0% | +9.0% | 3.050% | |
| 1/12/2024 | Archford Capital Strategies LLC | 23,076 | $267K | 0.0% | +15.6% | 0.280% | |
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| 1/12/2024 | McGuire Investment Group LLC | 54,955 | $635K | 0.1% | -14.3% | 0.668% | |
| 11/15/2023 | Lido Advisors LLC | 355,245 | $3.61M | 0.0% | +7.8% | 2.006% | |
| 11/9/2023 | One Capital Management LLC | 540,278 | $5.50M | 0.2% | +4.6% | 3.051% | |
| 11/8/2023 | HighTower Advisors LLC | 28,708 | $294K | 0.0% | -19.6% | 0.162% | |
| 11/8/2023 | Oppenheimer Asset Management Inc. | 54,114 | $550K | 0.0% | +11.5% | 0.306% | |
| 11/3/2023 | Private Advisor Group LLC | 577,920 | $5.88M | 0.1% | -40.8% | 3.263% | |
| 10/31/2023 | Manhattan West Asset Management LLC | 121,303 | $1.23M | 0.4% | +31.4% | 0.685% | |
| 10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 375,333 | $3.82M | 0.0% | +9.4% | 2.119% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 39,001 | $397K | 0.0% | +9.3% | 0.220% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 230,174 | $2.34M | 0.0% | +51.4% | 1.300% | |
| 10/12/2023 | McGuire Investment Group LLC | 64,139 | $652K | 0.1% | -10.9% | 0.364% | |
| 9/1/2023 | Manhattan West Asset Management LLC | 92,316 | $1.12M | 0.4% | +43.4% | 0.560% | |
| 8/10/2023 | Elmwood Wealth Management Inc. | 66,907 | $811K | 0.4% | +5.3% | 0.406% | |
| 8/10/2023 | Mirae Asset Global Investments Co. Ltd. | 342,940 | $4.16M | 0.0% | -9.2% | 2.080% | |
| 8/10/2023 | Private Advisor Group LLC | 976,810 | $11.84M | 0.1% | -3.8% | 5.924% | |
| 8/9/2023 | Lido Advisors LLC | 329,454 | $3.99M | 0.0% | +1.7% | 1.998% | |
| 8/8/2023 | Clearwater Capital Advisors LLC | 13,569 | $164K | 0.0% | -11.0% | 0.082% | |
| 8/4/2023 | IFP Advisors Inc | 3,521 | $53K | 0.0% | +121.0% | 0.021% | |
| 8/3/2023 | Oppenheimer Asset Management Inc. | 48,516 | $588K | 0.0% | +3.1% | 0.294% | |
| 7/31/2023 | LPL Financial LLC | 43,675 | $529K | 0.0% | -20.4% | 0.265% | |
| 7/27/2023 | James J. Burns & Company LLC | 13,939 | $169K | 0.0% | +8.7% | 0.086% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 152,010 | $1.84M | 0.0% | +13.6% | 0.933% | |
| 7/18/2023 | McGuire Investment Group LLC | 71,961 | $872K | 0.2% | -22.0% | 0.447% | |
| 7/18/2023 | Stratos Wealth Partners LTD. | 35,674 | $432K | 0.0% | +25.3% | 0.222% | |
| 5/15/2023 | Manhattan West Asset Management LLC | 64,374 | $793K | 0.3% | +17.7% | 0.406% | |
| 5/11/2023 | One Capital Management LLC | 463,211 | $5.71M | 0.3% | +3.9% | 2.924% | |
| 5/10/2023 | Oppenheimer Asset Management Inc. | 47,047 | $580K | 0.0% | +5.5% | 0.297% | |
| 5/10/2023 | Private Advisor Group LLC | 1,015,096 | $12.51M | 0.1% | N/A | 6.408% | |
| 5/10/2023 | Banco Santander S.A. | 23,150 | $285K | 0.0% | -11.6% | 0.146% | |
| 5/9/2023 | Portland Global Advisors LLC | 227,323 | $2.80M | 0.5% | +5.2% | 1.435% | |
| 5/5/2023 | Capital Analysts LLC | 15,010 | $185K | 0.0% | -12.4% | 0.095% | |
| 5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 377,749 | $4.65M | 0.0% | -25.3% | 2.385% | |
| 5/3/2023 | Insight Advisors LLC PA | 21,428 | $264K | 0.1% | -15.9% | 0.135% | |
| 5/2/2023 | Sightline Wealth Advisors LLC | 72,232 | $890K | 0.9% | -1.5% | 0.456% | |
| 5/1/2023 | Truadvice LLC | 13,464 | $165K | 0.1% | N/A | 0.085% | |
| 4/28/2023 | Elmwood Wealth Management Inc. | 63,529 | $783K | 0.4% | +4.1% | 0.378% | |
| 4/27/2023 | Stratos Wealth Partners LTD. | 28,467 | $351K | 0.0% | +12.8% | 0.169% | |
| 4/24/2023 | James J. Burns & Company LLC | 12,823 | $158K | 0.0% | N/A | 0.076% | |
| 4/20/2023 | McGuire Investment Group LLC | 92,281 | $1.14M | 0.2% | -63.1% | 0.549% | |
| 4/18/2023 | Archford Capital Strategies LLC | 20,831 | $251K | 0.1% | +4.8% | 0.124% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 133,829 | $1.65M | 0.0% | +32.7% | 0.798% | |
| 3/6/2023 | OLD Mission Capital LLC | 2,899 | $37K | 0.0% | N/A | 0.017% | |
| 2/21/2023 | Insight Advisors LLC PA | 25,478 | $319K | 0.1% | -17.9% | 0.152% | |
| 2/21/2023 | Northwestern Mutual Wealth Management Co. | 6,692,096 | $84.66M | 0.1% | +2.4% | 39.881% | |
| 2/16/2023 | Stelac Advisory Services LLC | 11,984 | $152K | 0.1% | -5.9% | 0.071% | |
| 2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 505,607 | $6.40M | 0.0% | -4.8% | 3.013% | |
| 2/9/2023 | HighTower Advisors LLC | 64,603 | $818K | 0.0% | -8.4% | 0.385% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 100,857 | $1.28M | 0.0% | +15.1% | 0.601% | |
| 2/8/2023 | Capital Analysts LLC | 17,140 | $217K | 0.0% | +41.9% | 0.102% | |
| 2/7/2023 | Oppenheimer Asset Management Inc. | 44,615 | $564K | 0.0% | -4.2% | 0.266% | |
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| 2/1/2023 | Portland Global Advisors LLC | 216,133 | $2.73M | 0.5% | +2.4% | 1.294% | |
| 1/27/2023 | Clearwater Capital Advisors LLC | 15,239 | $193K | 0.0% | N/A | 0.091% | |
| 1/26/2023 | Sightline Wealth Advisors LLC | 73,332 | $928K | 1.0% | +34.8% | 0.441% | |
| 1/26/2023 | Archford Capital Strategies LLC | 19,868 | $251K | 0.1% | -13.5% | 0.119% | |
| 1/26/2023 | Elmwood Wealth Management Inc. | 61,005 | $772K | 0.4% | -1.3% | 0.367% | |
| 1/25/2023 | Beaumont Financial Advisors LLC | 13,140 | $166K | 0.0% | N/A | 0.079% | |
| 1/25/2023 | Halbert Hargrove Global Advisors LLC | 12,184 | $154K | 0.0% | -12.4% | 0.073% | |
| 1/18/2023 | Private Advisor Group LLC | 1,073,255 | $188.45M | 0.0% | -11.2% | 6.469% | |
| 1/10/2023 | McGuire Investment Group LLC | 250,194 | $3.17M | 0.7% | -51.5% | 1.502% | |
| 11/14/2022 | One Capital Management LLC | 415,101 | $5.21M | 0.3% | +0.6% | 2.516% | |
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