| 8/15/2025 | Bank of America Corp DE | 199,191 | $10.70M | 0.0% | +9.5% | 2.271% | |
| 8/15/2025 | Ameriprise Financial Inc. | 2,300,774 | $123.55M | 0.0% | -0.9% | 26.235% | |
| 8/14/2025 | Raymond James Financial Inc. | 164,800 | $8.85M | 0.0% | -17.3% | 1.879% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 25,135 | $1.35M | 0.1% | +32.2% | 0.287% | |
| 8/14/2025 | NewEdge Advisors LLC | 22,488 | $1.21M | 0.0% | +18.4% | 0.256% | |
| 8/13/2025 | Baird Financial Group Inc. | 9,000 | $483K | 0.0% | -8.1% | 0.103% | |
| 8/13/2025 | Van Hulzen Asset Management LLC | 12,822 | $688K | 0.1% | +1.9% | 0.146% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 11,964 | $642K | 0.0% | +19.3% | 0.136% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 4,269 | $229K | 0.0% | -4.2% | 0.049% | |
| 8/12/2025 | Coldstream Capital Management Inc. | 53,042 | $2.85M | 0.0% | -4.1% | 0.605% | |
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| 8/11/2025 | Western Wealth Management LLC | 126,571 | $6.80M | 0.4% | +7.1% | 1.451% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 11,705 | $628K | 0.0% | +25.5% | 0.134% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 85,364 | $4.58M | 0.0% | -7.4% | 0.978% | |
| 8/8/2025 | Cetera Investment Advisers | 17,303 | $929K | 0.0% | -8.4% | 0.198% | |
| 8/8/2025 | RAM Investment Partners LLC | 6,681 | $359K | 0.1% | +51.8% | 0.077% | |
| 8/8/2025 | Good Life Advisors LLC | 36,816 | $1.98M | 0.1% | -2.2% | 0.422% | |
| 8/7/2025 | Hartford Funds Management Co LLC | 914,370 | $49.09M | 4.7% | +0.3% | 10.426% | |
| 8/5/2025 | Golden Bell Financial Planning LLC | 30,226 | $1.62M | 1.5% | -0.9% | 0.346% | |
| 8/4/2025 | Assetmark Inc. | 1,000 | $54K | 0.0% | N/A | 0.011% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 78,892 | $4.24M | 0.1% | -2.4% | 0.904% | |
| 7/28/2025 | Harbour Investments Inc. | 10,525 | $565K | 0.0% | +103.5% | 0.121% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 16,544 | $888K | 0.0% | +248.4% | 0.190% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 12,135 | $652K | 0.0% | N/A | 0.139% | |
| 7/10/2025 | Marshall Financial Group LLC | 71,933 | $3.89M | 0.8% | +3.1% | 0.824% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,338 | $236K | 0.0% | N/A | 0.050% | |
| 7/9/2025 | Fermata Advisors LLC | 128,142 | $6.88M | 1.8% | -13.3% | 1.468% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 36,176 | $1.94M | 0.3% | +2,454.8% | 0.413% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 62,509 | $3.17M | 2.3% | +8.4% | 0.723% | |
| 5/19/2025 | Jane Street Group LLC | 5,795 | $294K | 0.0% | +46.2% | 0.067% | |
| 5/16/2025 | NewEdge Advisors LLC | 18,986 | $963K | 0.0% | -1.1% | 0.219% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,870 | $298K | 0.0% | N/A | 0.068% | |
| 5/15/2025 | Royal Bank of Canada | 61,248 | $3.11M | 0.0% | +313.5% | 0.708% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 10,027 | $509K | 0.0% | +8.5% | 0.116% | |
| 5/14/2025 | Van Hulzen Asset Management LLC | 12,578 | $638K | 0.1% | N/A | 0.145% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,322,051 | $117.82M | 0.0% | -1.7% | 26.845% | |
| 5/13/2025 | Raymond James Financial Inc. | 199,225 | $10.11M | 0.0% | +1.7% | 2.303% | |
| 5/13/2025 | HighTower Advisors LLC | 6,279 | $319K | 0.0% | -9.7% | 0.073% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 4,749 | $241K | 0.0% | -14.9% | 0.055% | |
| 5/8/2025 | Harbour Investments Inc. | 5,172 | $262K | 0.0% | +10.5% | 0.060% | |
| 5/7/2025 | LPL Financial LLC | 557,508 | $28.28M | 0.0% | +9.1% | 6.335% | |
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| 5/6/2025 | Cetera Investment Advisers | 18,896 | $959K | 0.0% | -61.9% | 0.215% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 92,187 | $4.68M | 0.0% | +0.4% | 1.048% | |
| 5/6/2025 | Golden Bell Financial Planning LLC | 30,514 | $1.55M | 1.5% | -3.1% | 0.347% | |
| 5/6/2025 | Hartford Funds Management Co LLC | 911,989 | $46.27M | 4.2% | -4.7% | 10.364% | |
| 5/5/2025 | Private Advisor Group LLC | 96,569 | $4.90M | 0.0% | +1.1% | 1.097% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 80,826 | $4.10M | 0.1% | -0.7% | 0.918% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 54,587 | $2.77M | 0.6% | -0.9% | 0.620% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 80,008 | $4.06M | 0.0% | -2.0% | 0.909% | |
| 4/25/2025 | Sovran Advisors LLC | 4,702 | $226K | 0.0% | -48.1% | 0.053% | |
| 4/23/2025 | Western Wealth Management LLC | 118,126 | $5.99M | 0.4% | +7.8% | 1.342% | |
| 4/18/2025 | Wagner Wealth Management LLC | 20,137 | $1.02M | 0.3% | +3.2% | 0.229% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 42,296 | $2.15M | 0.0% | -1.0% | 0.481% | |
| 4/17/2025 | Good Life Advisors LLC | 37,649 | $1.91M | 0.1% | N/A | 0.428% | |
| 4/16/2025 | Marshall Financial Group LLC | 69,798 | $3.54M | 0.8% | N/A | 0.793% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,416 | $72K | 0.0% | +144.1% | 0.016% | |
| 4/10/2025 | Fermata Advisors LLC | 147,816 | $7.50M | 1.4% | -0.3% | 1.655% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,075 | $258K | 0.0% | -9.4% | 0.058% | |
| 2/17/2025 | Vista Cima Wealth Management LLC | 57,644 | $2.93M | 3.0% | N/A | 0.666% | |
| 2/17/2025 | Cetera Investment Advisers | 49,549 | $2.52M | 0.0% | +76.9% | 0.573% | |
| 2/17/2025 | Bank of America Corp DE | 183,199 | $9.32M | 0.0% | -2.0% | 2.118% | |
| 2/17/2025 | Ameriprise Financial Inc. | 2,362,695 | $120.29M | 0.0% | +16.1% | 27.314% | |
| 2/14/2025 | Jane Street Group LLC | 3,965 | $202K | 0.0% | N/A | 0.046% | |
| 2/14/2025 | Coldstream Capital Management Inc. | 55,829 | $2.84M | 0.1% | -8.4% | 0.645% | |
| 2/14/2025 | Susquehanna International Group LLP | 40,598 | $2.07M | 0.0% | +290.0% | 0.469% | |
| 2/13/2025 | NewEdge Advisors LLC | 19,203 | $977K | 0.0% | -3.7% | 0.222% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 17,764 | $904K | 0.1% | +11.9% | 0.205% | |
| 2/13/2025 | Mariner LLC | 197,039 | $10.03M | 0.0% | +41.5% | 2.278% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 81,671 | $4.16M | 0.0% | -2.4% | 0.944% | |
| 2/13/2025 | Wells Fargo & Company MN | 46,623 | $2.37M | 0.0% | +14.9% | 0.539% | |
| 2/11/2025 | LPL Financial LLC | 511,078 | $26.01M | 0.0% | +20.7% | 5.908% | |
| 2/10/2025 | Harbour Investments Inc. | 4,681 | $238K | 0.0% | +1,376.7% | 0.054% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 34,106 | $1.74M | 0.0% | +3.0% | 0.394% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 91,823 | $4.67M | 0.0% | +2.1% | 1.062% | |
| 2/7/2025 | HighTower Advisors LLC | 6,952 | $354K | 0.0% | +13.8% | 0.080% | |
| 2/7/2025 | Independent Advisor Alliance | 5,172 | $263K | 0.0% | N/A | 0.060% | |
| 2/7/2025 | Hartford Funds Management Co LLC | 957,384 | $48.72M | 4.5% | -61.6% | 11.068% | |
| 2/6/2025 | Raymond James Financial Inc. | 195,867 | $9.97M | 0.0% | N/A | 2.264% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 4,355 | $222K | 0.0% | +8.9% | 0.050% | |
| 2/6/2025 | Jones Financial Companies Lllp | 14,897 | $758K | 0.0% | +126.7% | 0.172% | |
| 2/4/2025 | Golden Bell Financial Planning LLC | 31,477 | $1.60M | 1.6% | N/A | 0.364% | |
| 2/3/2025 | Private Advisor Group LLC | 95,530 | $4.86M | 0.0% | +896.7% | 1.104% | |
| 1/31/2025 | Global Retirement Partners LLC | 194,488 | $9.90M | 0.3% | -3.5% | 2.248% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 6,233 | $317K | 0.0% | N/A | 0.072% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 21,530 | $1.10M | 0.1% | N/A | 0.249% | |
| 1/29/2025 | Sovran Advisors LLC | 9,052 | $465K | 0.1% | N/A | 0.105% | |
| 1/29/2025 | Wagner Wealth Management LLC | 19,522 | $993K | 0.3% | -12.4% | 0.226% | |
| 1/28/2025 | RAM Investment Partners LLC | 4,400 | $224K | 0.1% | -23.5% | 0.051% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 81,400 | $4.14M | 0.1% | +287.7% | 0.941% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 42,741 | $2.18M | 0.0% | +7.3% | 0.494% | |
| 1/15/2025 | Fermata Advisors LLC | 148,288 | $7.55M | 1.4% | +79.0% | 1.714% | |
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| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 580 | $30K | 0.0% | N/A | 0.007% | |
| 12/12/2024 | Brass Tax Wealth Management Inc. | 55,156 | $2.86M | 1.1% | -2.8% | 0.638% | |
| 11/25/2024 | Sanctuary Advisors LLC | 12,067 | $650K | 0.0% | -16.5% | 0.140% | |
| 11/18/2024 | Coldstream Capital Management Inc. | 60,918 | $3.16M | 0.1% | -7.9% | 0.704% | |
| 11/13/2024 | FMR LLC | 1,656 | $86K | 0.0% | -27.7% | 0.019% | |
| 11/12/2024 | Hartford Funds Management Co LLC | 2,491,787 | $129.22M | 12.0% | -3.9% | 28.807% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 9,165 | $475K | 0.0% | +4.1% | 0.106% | |
| 11/6/2024 | Main Street Financial Solutions LLC | 15,881 | $824K | 0.1% | +3.1% | 0.184% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 39,842 | $2.07M | 0.0% | -1.2% | 0.461% | |
| 10/22/2024 | International Assets Investment Management LLC | 81,528 | $4.23M | 0.0% | +5,086.3% | 0.943% | |
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