| 8/15/2025 | Global View Capital Management LLC | 31,532 | $768K | 0.2% | N/A | 0.120% | |
| 8/15/2025 | MML Investors Services LLC | 57,804 | $1.41M | 0.0% | -1.3% | 0.219% | |
| 8/15/2025 | Byrne Financial Freedom LLC | 26,570 | $647K | 0.3% | -1.9% | 0.101% | |
| 8/15/2025 | Ameriprise Financial Inc. | 441,605 | $10.75M | 0.0% | +6.2% | 1.676% | |
| 8/14/2025 | Jane Street Group LLC | 14,262 | $347K | 0.0% | +15.5% | 0.054% | |
| 8/14/2025 | Raymond James Financial Inc. | 66,072 | $1.61M | 0.0% | -53.5% | 0.251% | |
| 8/12/2025 | Franklin Resources Inc. | 13,863,005 | $337.56M | 0.1% | +1.8% | 52.611% | |
| 8/12/2025 | JPMorgan Chase & Co. | 10,847 | $264K | 0.0% | +352.0% | 0.041% | |
| 8/8/2025 | Cetera Investment Advisers | 343,462 | $8.36M | 0.0% | +47.7% | 1.303% | |
| 8/7/2025 | CENTRAL TRUST Co | 11,025 | $268K | 0.0% | +48.6% | 0.042% | |
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| 8/7/2025 | PFG Advisors | 145,590 | $3.55M | 0.1% | +6.6% | 0.553% | |
| 8/6/2025 | Capasso Planning Partners LLC | 32,284 | $786K | 0.4% | -31.4% | 0.123% | |
| 8/5/2025 | Fourth Dimension Wealth LLC | 14,543 | $354K | 0.1% | +13.2% | 0.055% | |
| 8/4/2025 | Kovack Advisors Inc. | 63,378 | $1.54M | 0.2% | +14.5% | 0.241% | |
| 8/4/2025 | Atria Investments Inc | 12,519 | $305K | 0.0% | +8.8% | 0.048% | |
| 8/4/2025 | Assetmark Inc. | 680,156 | $16.56M | 0.0% | +8,054.4% | 2.581% | |
| 8/4/2025 | Spire Wealth Management | 1,421 | $35K | 0.0% | N/A | 0.005% | |
| 8/4/2025 | Hantz Financial Services Inc. | 1,774,810 | $43.22M | 0.7% | +5.1% | 6.736% | |
| 8/4/2025 | Arkadios Wealth Advisors | 21,052 | $513K | 0.0% | N/A | 0.080% | |
| 8/1/2025 | Winebrenner Capital Management LLC | 80,727 | $1.97M | 1.6% | +17.1% | 0.306% | |
| 8/1/2025 | Rossby Financial LCC | 1,066 | $26K | 0.0% | N/A | 0.004% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 211,872 | $5.16M | 0.0% | +268.4% | 0.804% | |
| 7/31/2025 | Prentice Wealth Management LLC | 515,084 | $12.54M | 3.3% | -32.3% | 1.955% | |
| 7/30/2025 | Strategic Blueprint LLC | 21,348 | $520K | 0.0% | N/A | 0.081% | |
| 7/30/2025 | Freedom Investment Management Inc. | 32,173 | $783K | 0.1% | N/A | 0.122% | |
| 7/30/2025 | TFB Advisors LLC | 19,733 | $480K | 0.1% | N/A | 0.075% | |
| 7/29/2025 | International Assets Investment Management LLC | 59,575 | $1.45M | 0.1% | -32.1% | 0.226% | |
| 7/28/2025 | RFG Advisory LLC | 8,889 | $216K | 0.0% | N/A | 0.034% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 113,985 | $2.77M | 0.1% | +38.2% | 0.433% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 25,577 | $623K | 0.0% | N/A | 0.097% | |
| 7/25/2025 | MGO One Seven LLC | 15,413 | $375K | 0.0% | N/A | 0.058% | |
| 7/25/2025 | CWM LLC | 22,206 | $541K | 0.0% | +10.5% | 0.084% | |
| 7/24/2025 | rebel Financial LLC | 141,741 | $3.45M | 1.6% | N/A | 0.538% | |
| 7/24/2025 | IFP Advisors Inc | 23,053 | $561K | 0.0% | N/A | 0.087% | |
| 7/23/2025 | Valmark Advisers Inc. | 28,765 | $700K | 0.0% | +5.8% | 0.109% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 11,087 | $270K | 0.0% | N/A | 0.042% | |
| 7/17/2025 | Fifth Third Securities Inc. | 12,689 | $309K | 0.0% | -22.0% | 0.048% | |
| 7/15/2025 | McAdam LLC | 9,541 | $232K | 0.0% | N/A | 0.036% | |
| 7/15/2025 | Heritage Oak Wealth Advisors LLC | 129,430 | $3.15M | 1.2% | N/A | 0.491% | |
| 7/11/2025 | Farther Finance Advisors LLC | 9,023 | $220K | 0.0% | N/A | 0.034% | |
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| 7/10/2025 | Sovran Advisors LLC | 71,132 | $1.72M | 0.2% | -41.7% | 0.270% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 685,194 | $16.68M | 0.5% | +4.6% | 2.600% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,737 | $41K | 0.0% | +59.8% | 0.007% | |
| 5/19/2025 | Jane Street Group LLC | 12,348 | $294K | 0.0% | -44.8% | 0.051% | |
| 5/16/2025 | Jones Financial Companies Lllp | 130,970 | $3.12M | 0.0% | +2,530.4% | 0.540% | |
| 5/15/2025 | Royal Bank of Canada | 93,515 | $2.23M | 0.0% | -45.0% | 0.386% | |
| 5/13/2025 | Raymond James Financial Inc. | 141,989 | $3.38M | 0.0% | +28.5% | 0.586% | |
| 5/13/2025 | State of New Jersey Common Pension Fund D | 800,000 | $19.06M | 0.1% | -20.0% | 3.299% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 82,485 | $1.97M | 0.0% | +6.5% | 0.340% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 17,671 | $421K | 0.0% | +23.0% | 0.073% | |
| 5/8/2025 | Cannon Wealth Management Services LLC | 17,036 | $403K | 0.4% | -90.8% | 0.070% | |
| 5/7/2025 | LPL Financial LLC | 694,244 | $16.54M | 0.0% | +15.8% | 2.863% | |
| 5/6/2025 | Assetmark Inc. | 8,341 | $199K | 0.0% | +38.1% | 0.034% | |
| 5/6/2025 | Cetera Investment Advisers | 232,569 | $5.54M | 0.0% | +5.8% | 0.959% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 11,125 | $265K | 0.0% | N/A | 0.046% | |
| 5/6/2025 | Kovack Advisors Inc. | 55,352 | $1.32M | 0.1% | +20.5% | 0.228% | |
| 5/6/2025 | PFG Advisors | 136,515 | $3.25M | 0.2% | +11.6% | 0.563% | |
| 5/1/2025 | CWM LLC | 20,093 | $479K | 0.0% | +170.9% | 0.083% | |
| 5/1/2025 | Fifth Third Securities Inc. | 16,271 | $388K | 0.0% | -6.5% | 0.067% | |
| 4/30/2025 | Allworth Financial LP | 8,049 | $191K | 0.0% | -5.4% | 0.033% | |
| 4/29/2025 | Byrne Financial Freedom LLC | 27,097 | $646K | 0.4% | +59.4% | 0.112% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 57,513 | $1.37M | 0.0% | +44.2% | 0.237% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 20,859 | $497K | 0.0% | N/A | 0.086% | |
| 4/25/2025 | Sovran Advisors LLC | 121,951 | $2.85M | 0.4% | +40.2% | 0.473% | |
| 4/24/2025 | Capasso Planning Partners LLC | 47,046 | $1.12M | 0.5% | -24.8% | 0.182% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 12,845 | $306K | 0.1% | +39.7% | 0.050% | |
| 4/23/2025 | Valmark Advisers Inc. | 27,199 | $648K | 0.0% | -3.2% | 0.105% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 35,849 | $854K | 0.0% | -6.2% | 0.139% | |
| 4/18/2025 | CENTRAL TRUST Co | 7,420 | $177K | 0.0% | +43.0% | 0.029% | |
| 4/17/2025 | Prentice Wealth Management LLC | 761,014 | $18.14M | 5.2% | +2.2% | 2.950% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 654,808 | $15.60M | 0.5% | +3.5% | 2.538% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 55,626 | $1.33M | 0.0% | -2.0% | 0.216% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 56,782 | $1.36M | 0.0% | N/A | 0.220% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 9,196 | $220K | 0.1% | N/A | 0.080% | |
| 2/18/2025 | AlphaQ Advisors LLC | 20,023 | $478K | 1.3% | N/A | 0.173% | |
| 2/17/2025 | Cetera Investment Advisers | 219,891 | $5.25M | 0.0% | +57.1% | 1.904% | |
| 2/17/2025 | Citadel Advisors LLC | 65,426 | $1.56M | 0.0% | N/A | 0.566% | |
| 2/17/2025 | Ameriprise Financial Inc. | 356,917 | $8.52M | 0.0% | +32.5% | 3.090% | |
| 2/14/2025 | Jane Street Group LLC | 22,375 | $534K | 0.0% | -45.0% | 0.194% | |
| 2/13/2025 | Regal Investment Advisors LLC | 13,118 | $313K | 0.0% | +11.4% | 0.114% | |
| 2/13/2025 | Raymond James Financial Inc. | 110,498 | $2.64M | 0.0% | N/A | 0.957% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 39,876 | $952K | 0.0% | +4.8% | 0.345% | |
| 2/13/2025 | Wells Fargo & Company MN | 233,752 | $5.58M | 0.0% | +26.5% | 2.024% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 15,529 | $370K | 0.0% | -35.5% | 0.134% | |
| 2/12/2025 | OneAscent Financial Services LLC | 11,163 | $266K | 0.0% | N/A | 0.097% | |
| 2/12/2025 | OLD Mission Capital LLC | 9,295 | $222K | 0.0% | N/A | 0.080% | |
| 2/12/2025 | Franklin Resources Inc. | 13,510,517 | $322.50M | 0.1% | -5.1% | 116.974% | |
| 2/11/2025 | LPL Financial LLC | 599,525 | $14.31M | 0.0% | -1.3% | 5.191% | |
| 2/10/2025 | Diversified Enterprises LLC | 9,760 | $233K | 0.0% | +7.6% | 0.085% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 13,936 | $333K | 0.0% | +9.1% | 0.121% | |
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| 2/10/2025 | Capasso Planning Partners LLC | 62,547 | $1.49M | 0.6% | -43.6% | 0.542% | |
| 2/7/2025 | PFG Advisors | 122,323 | $2.92M | 0.2% | +11.0% | 1.059% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 14,362 | $343K | 0.0% | +65.0% | 0.124% | |
| 2/6/2025 | Raymond James Financial Inc. | 110,498 | $2.64M | 0.0% | N/A | 0.957% | |
| 2/6/2025 | Atria Investments Inc | 11,163 | $266K | 0.0% | +22.6% | 0.097% | |
| 2/6/2025 | Assetmark Inc. | 6,040 | $144K | 0.0% | -13.5% | 0.052% | |
| 2/6/2025 | Jones Financial Companies Lllp | 4,979 | $119K | 0.0% | +32.2% | 0.043% | |
| 2/5/2025 | US Bancorp DE | 3,008 | $72K | 0.0% | -55.8% | 0.026% | |
| 2/5/2025 | Kovack Advisors Inc. | 45,923 | $1.10M | 0.1% | +32.8% | 0.398% | |
| 2/4/2025 | Cannon Wealth Management Services LLC | 184,639 | $4.43M | 3.8% | -16.6% | 1.599% | |
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