| 2/17/2025 | Cetera Investment Advisers | 326,325 | $8.48M | 0.0% | N/A | 16.316% | |
| 2/17/2025 | Captrust Financial Advisors | 344,172 | $8.94M | 0.0% | +1,853.2% | 17.209% | |
| 2/17/2025 | Benjamin Edwards Inc. | 28,839 | $749K | 0.0% | -6.0% | 1.442% | |
| 2/14/2025 | Jane Street Group LLC | 27,496 | $714K | 0.0% | -61.2% | 1.375% | |
| 2/14/2025 | Betterment LLC | 230,860 | $6.00M | 0.0% | N/A | 11.543% | |
| 2/14/2025 | Capital Analysts LLC | 9,795 | $254K | 0.0% | N/A | 0.490% | |
| 2/14/2025 | MML Investors Services LLC | 220,008 | $5.71M | 0.0% | +13.5% | 11.000% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 20,537 | $534K | 0.0% | -2.0% | 1.027% | |
| 2/14/2025 | Capital Group Private Client Services Inc. | 107,202 | $2.78M | 0.0% | +264.5% | 5.360% | |
| 2/14/2025 | Capital International Investors | 12,216,565 | $317.26M | 0.1% | +1.5% | 610.828% | |
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| 2/13/2025 | Raymond James Financial Inc. | 16,218 | $421K | 0.0% | N/A | 0.811% | |
| 2/13/2025 | Wedbush Securities Inc. | 31,535 | $819K | 0.0% | +116.8% | 1.577% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,467,789 | $38.12M | 0.0% | +37.0% | 73.389% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 11,569 | $300K | 0.0% | N/A | 0.578% | |
| 2/12/2025 | OLD Mission Capital LLC | 28,381 | $737K | 0.0% | N/A | 1.419% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 83,060 | $2.16M | 0.0% | +12.3% | 4.153% | |
| 2/11/2025 | LPL Financial LLC | 626,616 | $16.27M | 0.0% | +488.8% | 31.331% | |
| 2/10/2025 | Harbour Investments Inc. | 26,902 | $699K | 0.0% | N/A | 1.345% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 87,085 | $2.26M | 0.0% | +6.8% | 4.354% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 111,655 | $2.90M | 0.0% | +21.1% | 5.583% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 10,380 | $270K | 0.0% | +8.1% | 0.519% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 41,465 | $1.08M | 0.1% | -4.2% | 2.073% | |
| 2/7/2025 | Oak Hill Wealth Advisors LLC | 12,625 | $328K | 0.1% | N/A | 0.631% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 151,145 | $3.93M | 0.1% | +35.0% | 7.557% | |
| 2/6/2025 | Raymond James Financial Inc. | 16,218 | $421K | 0.0% | N/A | 0.811% | |
| 2/6/2025 | Assetmark Inc. | 72,100 | $1.87M | 0.0% | +12.3% | 3.605% | |
| 2/6/2025 | Souders Financial Advisors | 9,967 | $259K | 0.0% | N/A | 0.498% | |
| 2/6/2025 | Jones Financial Companies Lllp | 13,552 | $352K | 0.0% | +2,610.4% | 0.678% | |
| 2/5/2025 | WR Wealth Planners LLC | 1,133 | $29K | 0.0% | -57.4% | 0.057% | |
| 2/3/2025 | Private Advisor Group LLC | 127,538 | $3.31M | 0.0% | +3.2% | 6.377% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,236 | $32K | 0.0% | +223.6% | 0.062% | |
| 1/31/2025 | Beta Wealth Group Inc. | 231,945 | $6.02M | 2.7% | +0.6% | 11.597% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 38,712 | $1.01M | 0.0% | +29.7% | 1.936% | |
| 1/31/2025 | Truist Financial Corp | 80,521 | $2.09M | 0.0% | +7.8% | 4.026% | |
| 1/30/2025 | Principal Securities Inc. | 52,050 | $1.35M | 0.0% | +2.0% | 2.603% | |
| 1/30/2025 | PUREfi Wealth LLC | 469,934 | $12.20M | 11.9% | N/A | 23.497% | |
| 1/29/2025 | Financial Connections Group Inc. | 21,211 | $550K | 0.3% | N/A | 1.061% | |
| 1/28/2025 | Stephens Inc. AR | 44,805 | $1.16M | 0.0% | +3.3% | 2.240% | |
| 1/27/2025 | Confluence Wealth Services Inc. | 40,341 | $1.05M | 0.1% | +77.0% | 2.017% | |
| 1/17/2025 | Peterson Wealth Advisors LLC | 11,773 | $306K | 0.1% | +9.3% | 0.589% | |
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| 1/17/2025 | Janney Montgomery Scott LLC | 86,354 | $2.24M | 0.0% | +4.0% | 4.318% | |
| 1/15/2025 | TrueWealth Advisors LLC | 16,812 | $437K | 0.1% | +18.1% | 0.841% | |
| 1/14/2025 | Keeler & Nadler Financial Planning & Wealth Management | 33,467 | $869K | 0.4% | +64.4% | 1.673% | |
| 1/13/2025 | AdvisorNet Financial Inc | 4,733 | $123K | 0.0% | +20.5% | 0.237% | |
| 1/8/2025 | International Assets Investment Management LLC | 11,825 | $307K | 0.0% | -96.2% | 0.591% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,317 | $35K | 0.0% | N/A | 0.066% | |
| 11/18/2024 | Continental Investors Services Inc. | 8,336 | $219K | 0.4% | N/A | 0.417% | |
| 11/15/2024 | MML Investors Services LLC | 193,889 | $5.09M | 0.0% | N/A | 9.694% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 73,995 | $1.94M | 0.0% | N/A | 3.700% | |
| 11/15/2024 | Jane Street Group LLC | 70,904 | $1.86M | 0.0% | +225.5% | 3.545% | |
| 11/15/2024 | Benjamin Edwards Inc. | 30,687 | $806K | 0.0% | N/A | 1.534% | |
| 11/14/2024 | Captrust Financial Advisors | 17,621 | $463K | 0.0% | +95.4% | 0.881% | |
| 11/13/2024 | D.A. Davidson & CO. | 19,190 | $504K | 0.0% | N/A | 0.960% | |
| 11/1/2024 | Assetmark Inc. | 64,227 | $1.69M | 0.0% | N/A | 3.211% | |
| 11/1/2024 | Beta Wealth Group Inc. | 230,667 | $6.06M | 2.7% | +22.5% | 11.533% | |
| 11/1/2024 | Smith Thornton Advisors LLC | 49,010 | $1.29M | 0.8% | +404.0% | 2.451% | |
| 10/29/2024 | TrueWealth Advisors LLC | 14,239 | $374K | 0.1% | +25.4% | 0.712% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 83,007 | $2.18M | 0.0% | N/A | 4.150% | |
| 10/24/2024 | Peterson Wealth Advisors LLC | 10,774 | $283K | 0.1% | +6.7% | 0.539% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 58,206 | $1.53M | 0.0% | +15.9% | 2.910% | |
| 10/22/2024 | International Assets Investment Management LLC | 311,286 | $81.74M | 0.0% | N/A | 15.564% | |
| 10/22/2024 | Private Advisor Group LLC | 123,579 | $3.25M | 0.0% | +168.8% | 6.179% | |
| 10/16/2024 | Good Life Advisors LLC | 10,144 | $266K | 0.0% | N/A | 0.507% | |
| 10/10/2024 | Simplicity Wealth LLC | 17,713 | $465K | 0.0% | N/A | 0.886% | |
| 10/9/2024 | Keeler & Nadler Financial Planning & Wealth Management | 20,351 | $534K | 0.3% | +129.6% | 1.018% | |
| 8/15/2024 | Smith Thornton Advisors LLC | 9,725 | $250K | 0.2% | N/A | 0.486% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 36,803 | $958K | 0.1% | N/A | 1.840% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 3,831 | $99K | 0.0% | +19.3% | 0.192% | |
| 8/9/2024 | ICA Group Wealth Management LLC | 2,461 | $63K | 0.0% | +112.0% | 0.123% | |
| 8/5/2024 | Private Advisor Group LLC | 45,968 | $1.18M | 0.0% | +18.4% | 2.298% | |
| 7/31/2024 | WR Wealth Planners LLC | 2,373 | $61K | 0.0% | +55.7% | 0.119% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 69,191 | $1.78M | 0.0% | +57.9% | 3.460% | |
| 7/26/2024 | Saxony Capital Management LLC | 10,122 | $261K | 0.3% | N/A | 0.506% | |
| 7/25/2024 | Tempus Wealth Planning LLC | 8,878 | $229K | 0.1% | N/A | 0.444% | |
| 7/24/2024 | TrueWealth Advisors LLC | 11,359 | $292K | 0.1% | N/A | 0.568% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 20,720 | $535K | 0.0% | N/A | 1.036% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 50,206 | $1.29M | 0.0% | N/A | 2.510% | |
| 5/14/2024 | Capital International Investors | 798,000 | $20.52M | 0.0% | +20.0% | 39.900% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 18,327 | $471K | 0.0% | -97.5% | 0.916% | |
| 4/30/2024 | Private Advisor Group LLC | 38,835 | $998K | 0.0% | N/A | 1.942% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 43,829 | $1.13M | 0.0% | +20.0% | 2.191% | |
| 2/13/2024 | Capital International Investors | 665,000 | $17.18M | 0.0% | -43.2% | 0.000% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 3,180 | $82K | 0.0% | N/A | 0.000% | |
| 2/5/2024 | Pillar Wealth Advisors LLC | 21,535 | $556K | 0.4% | N/A | 0.000% | |
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