| 8/26/2025 | Thrivent Financial for Lutherans | 325,294 | $9.96M | 0.0% | +953.4% | 1.288% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 806 | $25K | 0.0% | N/A | 0.003% | |
| 8/15/2025 | Corient Private Wealth LLC | 37,219 | $1.14M | 0.0% | -9.5% | 0.147% | |
| 8/15/2025 | EP Wealth Advisors LLC | 191,011 | $5.85M | 0.0% | -0.2% | 0.756% | |
| 8/15/2025 | Bank of America Corp DE | 10,082,703 | $308.83M | 0.0% | +2.9% | 39.931% | |
| 8/14/2025 | Jane Street Group LLC | 56,291 | $1.72M | 0.0% | +38.2% | 0.223% | |
| 8/14/2025 | Raymond James Financial Inc. | 4,705 | $144K | 0.0% | N/A | 0.019% | |
| 8/14/2025 | Quantinno Capital Management LP | 52,984 | $1.62M | 0.0% | +11.5% | 0.210% | |
| 8/13/2025 | PGIM Custom Harvest LLC | 233,668 | $7.16M | 0.1% | +4.7% | 0.925% | |
| 8/13/2025 | Avestar Capital LLC | 28,214 | $864K | 0.1% | N/A | 0.112% | |
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| 8/13/2025 | Flow Traders U.S. LLC | 10,059 | $308K | 0.0% | N/A | 0.040% | |
| 8/13/2025 | CW Advisors LLC | 871,928 | $26.71M | 0.3% | +0.6% | 3.453% | |
| 8/13/2025 | Hsbc Holdings PLC | 10,662 | $327K | 0.0% | N/A | 0.042% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,553 | $48K | 0.0% | +79.1% | 0.006% | |
| 8/11/2025 | Bell Investment Advisors Inc | 5,197 | $159K | 0.0% | +14.0% | 0.020% | |
| 8/8/2025 | Cetera Investment Advisers | 7,738 | $237K | 0.0% | -8.8% | 0.030% | |
| 8/6/2025 | AE Wealth Management LLC | 1,444 | $44K | 0.0% | -27.8% | 0.006% | |
| 8/6/2025 | Innealta Capital LLC | 144,653 | $4.43M | 2.3% | -11.2% | 0.562% | |
| 8/5/2025 | Beckerman Institutional LLC | 16,366 | $501K | 0.3% | -3.2% | 0.064% | |
| 8/5/2025 | MMA Asset Management LLC | 153,072 | $4.69M | 1.8% | N/A | 0.594% | |
| 8/5/2025 | GHP Investment Advisors Inc. | 762,225 | $23.35M | 1.0% | +3.2% | 2.960% | |
| 8/4/2025 | Simon Quick Advisors LLC | 273,269 | $8.37M | 0.3% | N/A | 1.061% | |
| 8/4/2025 | Atria Investments Inc | 14,021 | $429K | 0.0% | +32.5% | 0.054% | |
| 8/4/2025 | Assetmark Inc. | 296,611 | $9.09M | 0.0% | +197.1% | 1.152% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 264,561 | $8.10M | 0.0% | +3.0% | 1.027% | |
| 7/31/2025 | Wealthfront Advisers LLC | 11,345 | $347K | 0.0% | +13.3% | 0.044% | |
| 7/29/2025 | Swmg LLC | 9,954 | $307K | 0.1% | +35.3% | 0.039% | |
| 7/29/2025 | Tradewinds Capital Management LLC | 625,314 | $19.15M | 4.8% | N/A | 2.428% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 30,259 | $927K | 0.0% | -10.1% | 0.118% | |
| 7/23/2025 | Vontobel Holding Ltd. | 107,400 | $3.28M | 0.0% | -10.6% | 0.417% | |
| 7/16/2025 | CX Institutional | 16,619 | $509K | 0.0% | -3.9% | 0.065% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,289 | $39K | 0.0% | -83.1% | 0.005% | |
| 7/11/2025 | CX Institutional | 16,619 | $509K | 0.0% | -3.9% | 0.065% | |
| 7/9/2025 | Harbor Capital Advisors Inc. | 49,914 | $1.53M | 0.1% | -54.7% | 0.194% | |
| 5/19/2025 | Jane Street Group LLC | 40,739 | $1.17M | 0.0% | -86.4% | 0.159% | |
| 5/16/2025 | Bell Investment Advisors Inc | 4,557 | $131K | 0.0% | +13.3% | 0.018% | |
| 5/15/2025 | EP Wealth Advisors LLC | 191,363 | $5.49M | 0.0% | -6.3% | 0.749% | |
| 5/15/2025 | Royal Bank of Canada | 25,006 | $717K | 0.0% | -63.7% | 0.098% | |
| 5/15/2025 | Titleist Asset Management LLC | 8,460 | $242K | 0.0% | -22.2% | 0.033% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 15,757 | $452K | 0.0% | -2.6% | 0.062% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 867 | $25K | 0.0% | +86,600.0% | 0.003% | |
| 5/14/2025 | CW Advisors LLC | 867,123 | $24.85M | 0.3% | -1.1% | 3.394% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 223,204 | $6.40M | 0.2% | -6.4% | 0.874% | |
| 5/12/2025 | AlphaCore Capital LLC | 1,155 | $33K | 0.0% | N/A | 0.005% | |
| 5/8/2025 | Ackerman Asset Management LLC | 7,768 | $223K | 0.2% | N/A | 0.030% | |
| 5/7/2025 | LPL Financial LLC | 436,122 | $12.50M | 0.0% | +106.8% | 1.707% | |
| 5/6/2025 | Assetmark Inc. | 99,849 | $2.86M | 0.0% | -22.7% | 0.391% | |
| 5/6/2025 | Cetera Investment Advisers | 8,482 | $243K | 0.0% | +9.4% | 0.033% | |
| 5/6/2025 | Choreo LLC | 9,078 | $260K | 0.0% | -6.2% | 0.036% | |
| 5/5/2025 | Beckerman Institutional LLC | 16,899 | $484K | 0.4% | +13.7% | 0.066% | |
| 5/5/2025 | Morningstar Investment Services LLC | 82,460 | $2.36M | 0.4% | -45.2% | 0.323% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 256,826 | $7.36M | 0.0% | +17.3% | 1.005% | |
| 4/29/2025 | Meridian Investment Counsel Inc. | 66,225 | $1.90M | 0.6% | +33.5% | 0.259% | |
| 4/28/2025 | Private Trust Co. NA | 1,580 | $45K | 0.0% | -18.5% | 0.006% | |
| 4/28/2025 | Swmg LLC | 7,356 | $214K | 0.1% | -26.7% | 0.029% | |
| 4/28/2025 | Vontobel Holding Ltd. | 120,200 | $3.45M | 0.0% | +3.0% | 0.470% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 738,578 | $21.17M | 1.0% | +2.0% | 2.908% | |
| 4/22/2025 | Innealta Capital LLC | 162,861 | $4.67M | 2.5% | -5.9% | 0.641% | |
| 4/22/2025 | Cabot Wealth Management Inc. | 106,850 | $3.06M | 0.4% | +1.3% | 0.421% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 33,646 | $964K | 0.0% | -23.3% | 0.132% | |
| 4/15/2025 | CX Institutional | 17,294 | $496K | 0.0% | -88.6% | 0.068% | |
| 4/14/2025 | Harbor Capital Advisors Inc. | 110,153 | $3.16M | 0.1% | N/A | 0.434% | |
| 4/14/2025 | Farther Finance Advisors LLC | 7,648 | $219K | 0.0% | -18.4% | 0.030% | |
| 2/17/2025 | Sentinus LLC | 18,491 | $484K | 0.1% | -31.3% | 0.069% | |
| 2/17/2025 | Quantinno Capital Management LP | 42,639 | $1.12M | 0.0% | +2.6% | 0.158% | |
| 2/17/2025 | Janus Henderson Group PLC | 1,371,030 | $35.91M | 0.0% | -29.3% | 5.087% | |
| 2/17/2025 | EP Wealth Advisors LLC | 204,254 | $5.35M | 0.0% | -3.1% | 0.758% | |
| 2/17/2025 | Cetera Investment Advisers | 7,751 | $203K | 0.0% | -75.6% | 0.029% | |
| 2/17/2025 | Citadel Advisors LLC | 20,066 | $526K | 0.0% | N/A | 0.074% | |
| 2/17/2025 | Bank of America Corp DE | 10,568,128 | $276.78M | 0.0% | +2.5% | 39.214% | |
| 2/17/2025 | Ameriprise Financial Inc. | 442,582 | $11.59M | 0.0% | +2,482.0% | 1.642% | |
| 2/14/2025 | Jane Street Group LLC | 299,584 | $7.85M | 0.0% | N/A | 1.112% | |
| 2/14/2025 | Syon Capital LLC | 7,667 | $201K | 0.0% | -8.3% | 0.028% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 10,457 | $274K | 0.0% | -34.4% | 0.039% | |
| 2/13/2025 | Titleist Asset Management LLC | 10,869 | $285K | 0.0% | -47.1% | 0.040% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 218,954 | $5.73M | 0.0% | -35.5% | 0.812% | |
| 2/12/2025 | Huntington National Bank | 1,578 | $41K | 0.0% | +141.7% | 0.006% | |
| 2/12/2025 | Meridian Investment Counsel Inc. | 49,600 | $1.30M | 0.4% | +5.3% | 0.184% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 16,175 | $424K | 0.0% | +2.8% | 0.060% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 877,004 | $22.97M | 0.3% | -0.2% | 3.254% | |
| 2/11/2025 | LPL Financial LLC | 210,903 | $5.52M | 0.0% | -18.3% | 0.783% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 169,516 | $4.47M | 0.0% | +443.0% | 0.629% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 43,883 | $1.15M | 0.0% | -28.4% | 0.163% | |
| 2/10/2025 | Farther Finance Advisors LLC | 9,374 | $245K | 0.0% | +4.5% | 0.035% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 3,900 | $102K | 0.0% | -35.9% | 0.014% | |
| 2/6/2025 | Atria Investments Inc | 13,291 | $348K | 0.0% | -19.1% | 0.049% | |
| 2/6/2025 | Assetmark Inc. | 129,208 | $3.38M | 0.0% | +15,029.7% | 0.479% | |
| 2/5/2025 | Private Trust Co. NA | 1,939 | $51K | 0.0% | -22.7% | 0.007% | |
| 2/5/2025 | Brueske Advisory Services LLC | 26,995 | $707K | 0.6% | N/A | 0.100% | |
| 2/4/2025 | Bank of New York Mellon Corp | 11,593 | $304K | 0.0% | -14.9% | 0.043% | |
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| 2/4/2025 | Cabot Wealth Management Inc. | 105,457 | $2.76M | 0.4% | -1.9% | 0.391% | |
| 1/31/2025 | Global Retirement Partners LLC | 6,252 | $164K | 0.0% | -13.2% | 0.023% | |
| 1/30/2025 | Principal Securities Inc. | 41,306 | $1.08M | 0.0% | -30.0% | 0.153% | |
| 1/28/2025 | Wilmington Savings Fund Society FSB | 9,390 | $246K | 0.0% | +4.3% | 0.035% | |
| 1/27/2025 | GHP Investment Advisors Inc. | 724,284 | $18.97M | 0.9% | +33.6% | 2.688% | |
| 1/27/2025 | Choreo LLC | 9,673 | $253K | 0.0% | +4.7% | 0.036% | |
| 1/21/2025 | CX Institutional | 152,021 | $3.98M | 0.2% | -71.4% | 0.564% | |
| 1/17/2025 | Proquility Private Wealth Partners LLC | 291,021 | $7.62M | 2.5% | +1.4% | 1.080% | |
| 1/13/2025 | Eagle Bay Advisors LLC | 2,900 | $76K | 0.0% | -17.6% | 0.011% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 9,006 | $257K | 0.0% | N/A | 0.033% | |
