| 8/1/2025 | Envestnet Asset Management Inc. | 70,455 | $5.29M | 0.0% | +5.6% | 2.818% | |
| 7/31/2025 | VestGen Investment Management | 6,938 | $521K | 0.4% | -13.5% | 0.278% | |
| 7/28/2025 | Copia Wealth Management | 1,036 | $78K | 0.1% | -44.6% | 0.041% | |
| 7/23/2025 | WestEnd Advisors LLC | 1,383 | $104K | 0.0% | N/A | 0.055% | |
| 7/15/2025 | EWG Elevate Inc. | 6,236 | $469K | 0.1% | -4.0% | 0.249% | |
| 7/10/2025 | Focus Financial Network Inc. | 11,338 | $852K | 0.0% | -15.5% | 0.454% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 5,873 | $420K | 0.0% | +824.9% | 0.235% | |
| 5/19/2025 | Jane Street Group LLC | 111,626 | $7.98M | 0.0% | +201.7% | 4.465% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,697 | $121K | 0.0% | -12.7% | 0.068% | |
| 5/15/2025 | Royal Bank of Canada | 5,399 | $386K | 0.0% | +5.9% | 0.216% | |
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| 5/14/2025 | Comerica Bank | 21,641 | $1.55M | 0.0% | -10.9% | 0.866% | |
| 5/14/2025 | Compound Planning Inc. | 9,954 | $711K | 0.0% | N/A | 0.398% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,143 | $296K | 0.0% | N/A | 0.166% | |
| 5/12/2025 | Townsquare Capital LLC | 5,862 | $419K | 0.0% | N/A | 0.234% | |
| 5/7/2025 | LPL Financial LLC | 31,585 | $2.26M | 0.0% | -2.1% | 1.263% | |
| 5/6/2025 | Cetera Investment Advisers | 22,842 | $1.63M | 0.0% | +372.8% | 0.914% | |
| 5/6/2025 | Dorsey Wright & Associates | 36,844 | $2.63M | 0.7% | N/A | 1.474% | |
| 5/6/2025 | PFG Advisors | 3,062 | $219K | 0.0% | N/A | 0.122% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 8,624 | $616K | 0.0% | N/A | 0.345% | |
| 5/2/2025 | Midwest Professional Planners LTD. | 19,416 | $1.39M | 0.4% | +6.0% | 0.777% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 6,068 | $434K | 0.0% | N/A | 0.243% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 3,634 | $260K | 0.0% | -96.5% | 0.145% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 66,702 | $4.77M | 0.0% | +116.4% | 2.668% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 6,548 | $468K | 0.0% | +88.7% | 0.262% | |
| 4/22/2025 | Arrow Investment Advisors LLC | 3,228 | $231K | 0.2% | N/A | 0.129% | |
| 4/17/2025 | Brown Miller Wealth Management LLC | 6,068 | $434K | 0.2% | N/A | 0.243% | |
| 4/10/2025 | EWG Elevate Inc. | 6,497 | $464K | 0.2% | N/A | 0.260% | |
| 3/6/2025 | Copia Wealth Management | 1,870 | $114K | 0.1% | N/A | 0.067% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 259,683 | $15.77M | 0.4% | -0.6% | 10.184% | |
| 2/22/2025 | American Trust | 3,854 | $234K | 0.0% | N/A | 0.151% | |
| 2/17/2025 | Cetera Investment Advisers | 4,831 | $293K | 0.0% | -40.1% | 0.189% | |
| 2/17/2025 | Ameriprise Financial Inc. | 5,370 | $326K | 0.0% | -28.2% | 0.211% | |
| 2/14/2025 | Jane Street Group LLC | 36,996 | $2.25M | 0.0% | +68.8% | 1.451% | |
| 2/14/2025 | The Manufacturers Life Insurance Company | 167,472 | $10.17M | 0.0% | -23.6% | 6.568% | |
| 2/14/2025 | Pinebridge Investments L.P. | 47,486 | $2.88M | 0.0% | -10.0% | 1.862% | |
| 2/14/2025 | Susquehanna International Group LLP | 34,320 | $2.08M | 0.0% | +93.2% | 1.346% | |
| 2/13/2025 | Advisory Services Network LLC | 50,919 | $3.09M | 0.1% | -6.2% | 1.997% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 30,829 | $1.87M | 0.0% | -4.6% | 1.209% | |
| 2/13/2025 | Wells Fargo & Company MN | 32,369 | $1.97M | 0.0% | -16.8% | 1.269% | |
| 2/11/2025 | LPL Financial LLC | 32,251 | $1.96M | 0.0% | -5.6% | 1.265% | |
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| 2/10/2025 | Midwest Professional Planners LTD. | 18,321 | $1.11M | 0.3% | N/A | 0.718% | |
| 1/29/2025 | Focus Financial Network Inc. | 13,423 | $815K | 0.0% | +72.5% | 0.526% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 103,491 | $6.29M | 0.1% | N/A | 4.058% | |
| 11/15/2024 | Jane Street Group LLC | 21,918 | $1.40M | 0.0% | -60.7% | 0.860% | |
| 11/14/2024 | Flow Traders U.S. LLC | 7,757 | $495K | 0.0% | -79.3% | 0.304% | |
| 11/13/2024 | The Manufacturers Life Insurance Company | 219,092 | $13.98M | 0.0% | -29.1% | 8.592% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 5,312 | $339K | 0.0% | N/A | 0.208% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 261,251 | $16.66M | 0.4% | +0.2% | 10.245% | |
| 11/8/2024 | Prospera Financial Services Inc | 5,979 | $381K | 0.0% | +13.6% | 0.234% | |
| 10/28/2024 | Focus Financial Network Inc. | 7,780 | $496K | 0.0% | N/A | 0.305% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 5,321 | $339K | 0.0% | -9.3% | 0.209% | |
| 8/15/2024 | The Manufacturers Life Insurance Company | 309,041 | $17.71M | 0.0% | -32.6% | 12.119% | |
| 8/14/2024 | Bank of Montreal Can | 19,046 | $1.10M | 0.0% | -43.3% | 0.747% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 34,836 | $2.00M | 0.0% | -5.9% | 1.366% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 5,866 | $336K | 0.0% | N/A | 0.230% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 260,694 | $14.94M | 0.4% | +18.3% | 10.223% | |
| 5/17/2024 | Comerica Bank | 25,187 | $1.35M | 0.0% | +6.0% | 0.988% | |
| 5/16/2024 | Jane Street Group LLC | 104,917 | $5.62M | 0.0% | +1,880.3% | 4.114% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 635 | $34K | 0.0% | -75.9% | 0.024% | |
| 2/13/2024 | Pinebridge Investments L.P. | 54,529 | $2.72M | 0.0% | N/A | 1.731% | |
| 2/13/2024 | The Manufacturers Life Insurance Company | 443,512 | $22.15M | 0.0% | -5.2% | 14.080% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 214,756 | $10.73M | 0.4% | -0.8% | 6.818% | |
| 1/31/2024 | Cutler Investment Counsel LLC | 4,955 | $248K | 0.0% | N/A | 0.157% | |
| 1/26/2024 | Lester Murray Antman dba SimplyRich | 5,000 | $250K | 0.1% | N/A | 0.159% | |
| 1/23/2024 | WealthShield Partners LLC | 9,288 | $464K | 0.1% | -53.0% | 0.295% | |
| 1/11/2024 | BKM Wealth Management LLC | 613 | $31K | 0.0% | N/A | 0.019% | |
| 1/11/2024 | BKM Wealth Management LLC | 613 | $31K | 0.0% | N/A | 0.019% | |
| 11/15/2023 | The Manufacturers Life Insurance Company | 468,021 | $22.22M | 0.0% | -0.9% | 14.858% | |
| 11/13/2023 | Invesco Ltd. | 173,300 | $8.23M | 0.0% | +6.3% | 5.502% | |
| 11/7/2023 | Great Valley Advisor Group Inc. | 216,579 | $10.28M | 0.4% | +14.0% | 6.876% | |
| 11/6/2023 | Sigma Planning Corp | 19,231 | $913K | 0.0% | +2.0% | 0.611% | |
| 10/30/2023 | Ergawealth Advisors Inc. | 7,783 | $370K | 0.3% | -9.7% | 0.247% | |
| 10/25/2023 | WealthShield Partners LLC | 19,781 | $939K | 0.1% | -6.0% | 0.628% | |
| 10/25/2023 | Genesee Capital Advisors LLC | 56,735 | $2.69M | 1.9% | -6.4% | 1.801% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 4,312 | $205K | 0.0% | -9.9% | 0.137% | |
| 10/19/2023 | WestEnd Advisors LLC | 563 | $27K | 0.0% | N/A | 0.018% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 2,631 | $125K | 0.0% | +18.2% | 0.084% | |
| 8/17/2023 | Coppell Advisory Solutions LLC | 6,339 | $311K | 0.1% | -89.8% | 0.201% | |
| 8/11/2023 | The Manufacturers Life Insurance Company | 472,080 | $23.30M | 0.0% | +9.3% | 14.987% | |
| 8/10/2023 | US Bancorp DE | 3,887 | $192K | 0.0% | -16.6% | 0.123% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 8,175 | $403K | 0.0% | -3.4% | 0.260% | |
| 8/10/2023 | Cambria Investment Management L.P. | 274,007 | $13.52M | 1.1% | -2.8% | 8.699% | |
| 8/9/2023 | Flow Traders U.S. LLC | 22,477 | $1.11M | 0.0% | +16.8% | 0.714% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 39,278 | $1.94M | 0.0% | -1.3% | 1.172% | |
| 8/3/2023 | WealthShield Partners LLC | 21,045 | $1.04M | 0.2% | +103.5% | 0.628% | |
| 8/2/2023 | Bank of Montreal Can | 6,450 | $330K | 0.0% | N/A | 0.193% | |
| 8/2/2023 | Sigma Planning Corp | 18,856 | $931K | 0.0% | +2.3% | 0.563% | |
| 8/1/2023 | Knights of Columbus Asset Advisors LLC | 2,185 | $108K | 0.0% | +10.0% | 0.065% | |
| 7/31/2023 | LPL Financial LLC | 43,848 | $2.16M | 0.0% | +206.0% | 1.309% | |
| 7/28/2023 | Private Trust Co. NA | 2,931 | $145K | 0.0% | N/A | 0.087% | |
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| 7/21/2023 | Nilsine Partners LLC | 183,617 | $9.06M | 1.3% | -0.7% | 5.481% | |
| 7/17/2023 | Genesee Capital Advisors LLC | 60,634 | $2.99M | 2.0% | -1.9% | 1.810% | |
| 7/17/2023 | Ergawealth Advisors Inc. | 8,621 | $425K | 0.3% | N/A | 0.257% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 4,786 | $236K | 0.0% | +15.7% | 0.143% | |
| 5/15/2023 | Equitable Holdings Inc. | 393,510 | $20.09M | 0.3% | +111.3% | 13.569% | |
| 5/12/2023 | NewEdge Advisors LLC | 25,320 | $1.29M | 0.0% | +31.3% | 0.873% | |
| 5/11/2023 | Cambria Investment Management L.P. | 281,774 | $14.38M | 1.2% | N/A | 9.716% | |
| 5/9/2023 | US Bancorp DE | 4,662 | $238K | 0.0% | -7.7% | 0.161% | |
| 5/8/2023 | WealthShield Partners LLC | 10,339 | $528K | 0.1% | N/A | 0.357% | |
| 5/8/2023 | Sigma Planning Corp | 18,440 | $941K | 0.0% | N/A | 0.636% | |
