| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 2/3/2025 | Winebrenner Capital Management LLC | 63,307 | $1.51M | 1.2% | N/A | 0.548% | |
| 2/3/2025 | Prentice Wealth Management LLC | 744,584 | $17.77M | 5.1% | +4.7% | 6.447% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 77,426 | $1.85M | 0.0% | N/A | 0.670% | |
| 1/31/2025 | State of New Jersey Common Pension Fund D | 1,000,000 | $23.87M | 0.1% | N/A | 8.658% | |
| 1/30/2025 | Valmark Advisers Inc. | 28,099 | $671K | 0.0% | +5.5% | 0.243% | |
| 1/30/2025 | Allworth Financial LP | 8,510 | $205K | 0.0% | -5.0% | 0.074% | |
| 1/29/2025 | Sovran Advisors LLC | 86,966 | $2.07M | 0.3% | N/A | 0.753% | |
| 1/23/2025 | Fifth Third Securities Inc. | 17,407 | $416K | 0.0% | N/A | 0.151% | |
| 1/23/2025 | Hantz Financial Services Inc. | 1,548,089 | $36.95M | 0.6% | +11.5% | 13.403% | |
| 1/23/2025 | Williams & Novak LLC | 10,068 | $240K | 0.2% | -37.1% | 0.087% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 632,445 | $15.10M | 0.7% | +2.5% | 5.476% | |
| 1/8/2025 | International Assets Investment Management LLC | 87,875 | $2.10M | 0.1% | -96.7% | 0.761% | |
| 12/2/2024 | Capasso Planning Partners LLC | 110,938 | $2.71M | 0.8% | -18.0% | 0.961% | |
| 11/27/2024 | Franklin Resources Inc. | 14,234,711 | $345.41M | 0.1% | +159.5% | 123.244% | |
| 11/15/2024 | MML Investors Services LLC | 29,015 | $709K | 0.0% | +97.8% | 0.251% | |
| 11/15/2024 | Jane Street Group LLC | 40,692 | $995K | 0.0% | N/A | 0.352% | |
| 11/15/2024 | Stifel Financial Corp | 14,687 | $359K | 0.0% | N/A | 0.127% | |
| 11/14/2024 | Hantz Financial Services Inc. | 1,387,952 | $33.93M | 0.6% | +16.9% | 12.017% | |
| 11/8/2024 | Advisors Asset Management Inc. | 4,727 | $116K | 0.0% | -47.9% | 0.041% | |
| 11/1/2024 | Atria Investments Inc | 9,106 | $223K | 0.0% | N/A | 0.079% | |
| 11/1/2024 | Assetmark Inc. | 6,979 | $171K | 0.0% | -24.0% | 0.060% | |
| 10/28/2024 | US Bancorp DE | 6,808 | $166K | 0.0% | +126.3% | 0.059% | |
| 10/25/2024 | Valmark Advisers Inc. | 26,645 | $651K | 0.0% | -5.5% | 0.231% | |
| 10/22/2024 | International Assets Investment Management LLC | 2,655,856 | $64.92M | 0.0% | +2,580.5% | 22.994% | |
| 10/15/2024 | PFG Advisors | 110,248 | $2.70M | 0.2% | +16.8% | 0.955% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 616,902 | $15.08M | 0.5% | +19.9% | 5.341% | |
| 10/8/2024 | Williams & Novak LLC | 16,012 | $391K | 0.4% | +19.0% | 0.139% | |
| 10/7/2024 | Prentice Wealth Management LLC | 711,292 | $17.39M | 5.2% | +4.1% | 6.158% | |
| 8/22/2024 | Cetera Investment Advisers | 64,619 | $1.53M | 0.0% | +72.0% | 0.559% | |
| 8/9/2024 | Ocean Park Asset Management LLC | 23,000 | $545K | 0.0% | N/A | 0.199% | |
| 8/8/2024 | PFG Advisors | 94,379 | $2.24M | 0.2% | N/A | 0.817% | |
| 8/1/2024 | Valmark Advisers Inc. | 28,192 | $668K | 0.0% | +6.3% | 0.244% | |
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| 7/30/2024 | Hantz Financial Services Inc. | 1,187,627 | $28.16M | 0.5% | N/A | 10.282% | |
| 7/30/2024 | International Assets Investment Management LLC | 99,079 | $2.35M | 0.1% | +0.5% | 0.858% | |
| 7/24/2024 | Traynor Capital Management Inc. | 8,870 | $210K | 0.0% | N/A | 0.077% | |
| 7/24/2024 | Diversified LLC | 8,903 | $211K | 0.0% | N/A | 0.077% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 514,541 | $12.20M | 0.4% | N/A | 4.455% | |
| 7/12/2024 | Williams & Novak LLC | 13,452 | $319K | 0.3% | N/A | 0.116% | |
| 7/11/2024 | Prentice Wealth Management LLC | 683,204 | $16.20M | 5.3% | +9.9% | 5.915% | |
| 5/24/2024 | Cetera Advisors LLC | 20,647 | $490K | 0.0% | N/A | 0.179% | |
| 5/14/2024 | Advisors Asset Management Inc. | 13,256 | $315K | 0.0% | -20.2% | 0.115% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 104,475 | $2.48M | 0.0% | +30.9% | 0.905% | |
