| 8/5/2025 | Bank of New York Mellon Corp | 899,593 | $56.82M | 0.0% | -3.3% | 3.710% | |
| 8/5/2025 | TIAA Trust National Association | 3,334 | $211K | 0.0% | N/A | 0.014% | |
| 8/4/2025 | Atria Investments Inc | 24,310 | $1.54M | 0.0% | -90.5% | 0.100% | |
| 8/4/2025 | Arkadios Wealth Advisors | 151,475 | $9.57M | 0.3% | +6.7% | 0.625% | |
| 8/4/2025 | World Investment Advisors | 86,818 | $5.48M | 0.1% | -11.3% | 0.358% | |
| 8/1/2025 | Howard Capital Management Inc. | 84,940 | $5.38M | 0.1% | +84.0% | 0.350% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 145,733 | $9.20M | 0.0% | -2.9% | 0.601% | |
| 7/31/2025 | Arrien Investments Inc. | 20,836 | $1.32M | 0.8% | +3.9% | 0.086% | |
| 7/30/2025 | Brookstone Capital Management | 156,377 | $9.88M | 0.1% | +10.2% | 0.645% | |
| 7/29/2025 | Crux Wealth Advisors | 23,554 | $1.49M | 0.6% | -54.2% | 0.097% | |
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| 7/28/2025 | Sagespring Wealth Partners LLC | 31,495 | $1.99M | 0.0% | -1.3% | 0.130% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 4,996 | $317K | 0.0% | -79.0% | 0.021% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 6,233 | $394K | 0.0% | -59.8% | 0.026% | |
| 7/25/2025 | CWM LLC | 35,895 | $2.27M | 0.0% | +17.5% | 0.148% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 3,173 | $200K | 0.0% | N/A | 0.013% | |
| 7/23/2025 | Lakeshore Capital Group Inc. | 35,049 | $2.21M | 2.0% | -1.7% | 0.145% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 137,468 | $8.68M | 0.2% | +4.4% | 0.567% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 370,460 | $23.40M | 0.1% | -4.7% | 1.528% | |
| 7/14/2025 | Park Avenue Securities LLC | 9,596 | $606K | 0.0% | +19.2% | 0.040% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 18,613 | $1.18M | 0.1% | +752.2% | 0.077% | |
| 7/9/2025 | Christopher J. Hasenberg Inc | 57,285 | $3.62M | 1.3% | -53.7% | 0.236% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 23,546 | $1.33M | 0.0% | -28.7% | 0.097% | |
| 5/22/2025 | WBI Investments LLC | 5,109 | $288K | 0.1% | N/A | 0.021% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 11,655 | $658K | 0.0% | +2.1% | 0.048% | |
| 5/19/2025 | Jane Street Group LLC | 24,177 | $1.37M | 0.0% | N/A | 0.103% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 23,546 | $1.33M | 0.0% | -28.7% | 0.101% | |
| 5/16/2025 | National Wealth Management Group LLC | 5,031 | $284K | 0.2% | N/A | 0.022% | |
| 5/15/2025 | Royal Bank of Canada | 16,656 | $940K | 0.0% | -7.4% | 0.071% | |
| 5/14/2025 | Kestra Advisory Services LLC | 28,444 | $1.61M | 0.0% | -24.4% | 0.122% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 956,684 | $54.00M | 0.5% | +7.9% | 4.088% | |
| 5/13/2025 | Raymond James Financial Inc. | 218,137 | $12.31M | 0.0% | -57.6% | 0.932% | |
| 5/13/2025 | Core Wealth Partners LLC | 15,534 | $877K | 0.5% | -4.6% | 0.066% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 23,805 | $1.34M | 0.0% | +7.3% | 0.102% | |
| 5/8/2025 | Howard Capital Management Inc. | 46,160 | $2.61M | 0.0% | +23.0% | 0.197% | |
| 5/8/2025 | Arkadios Wealth Advisors | 141,906 | $8.01M | 0.3% | N/A | 0.606% | |
| 5/7/2025 | LPL Financial LLC | 475,936 | $26.86M | 0.0% | +6.1% | 2.034% | |
| 5/6/2025 | Cetera Investment Advisers | 325,548 | $18.37M | 0.0% | +20.3% | 1.391% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 103,328 | $5.83M | 0.0% | +0.6% | 0.442% | |
| 5/6/2025 | Atria Investments Inc | 257,000 | $14.51M | 0.2% | +5.4% | 1.098% | |
| 5/5/2025 | IFP Advisors Inc | 1,206 | $68K | 0.0% | +57.6% | 0.005% | |
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| 5/1/2025 | CWM LLC | 30,561 | $1.73M | 0.0% | +8.0% | 0.131% | |
| 4/30/2025 | Christopher J. Hasenberg Inc | 123,755 | $7.01M | 2.9% | -0.9% | 0.529% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 150,138 | $8.47M | 0.0% | +26.6% | 0.642% | |
| 4/29/2025 | Bank of New York Mellon Corp | 930,517 | $52.52M | 0.0% | +7.3% | 3.977% | |
| 4/29/2025 | World Investment Advisors | 97,842 | $5.52M | 0.1% | -87.5% | 0.418% | |
| 4/29/2025 | Brookstone Capital Management | 141,903 | $8.01M | 0.1% | +2.9% | 0.606% | |
| 4/29/2025 | Paul R. Ried Financial Group LLC | 52,602 | $2.97M | 2.1% | -2.4% | 0.225% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 2,184 | $122K | 0.0% | N/A | 0.009% | |
| 4/28/2025 | D.A. Davidson & CO. | 7,677 | $433K | 0.0% | -4.2% | 0.033% | |
| 4/28/2025 | Rossby Financial LCC | 902 | $50K | 0.0% | N/A | 0.004% | |
| 4/23/2025 | SOL Capital Management CO | 24,728 | $1.40M | 0.2% | +9.5% | 0.100% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 184,170 | $10.40M | 0.0% | +4.1% | 0.744% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 15,490 | $874K | 0.0% | +8.8% | 0.063% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 82,994 | $4.68M | 0.3% | -7.7% | 0.335% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 31,908 | $1.80M | 0.0% | -5.5% | 0.129% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 388,574 | $21.93M | 0.1% | -1.4% | 1.570% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 131,622 | $7.43M | 0.2% | +0.3% | 0.532% | |
| 4/14/2025 | Park Avenue Securities LLC | 8,051 | $454K | 0.0% | +3.0% | 0.033% | |
| 4/10/2025 | Lakeshore Capital Group Inc. | 35,643 | $2.01M | 1.9% | N/A | 0.144% | |
| 2/25/2025 | Leigh Baldwin & CO. LLC | 4,665 | $274K | 0.1% | N/A | 0.019% | |
| 2/17/2025 | Cetera Investment Advisers | 270,704 | $15.87M | 0.0% | +10.7% | 1.130% | |
| 2/17/2025 | Bank of America Corp DE | 1,545,882 | $90.65M | 0.0% | +1.3% | 6.455% | |
| 2/14/2025 | Stifel Financial Corp | 56,902 | $3.34M | 0.0% | +3.6% | 0.238% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 2,023 | $123K | 0.0% | -22.2% | 0.008% | |
| 2/13/2025 | NewEdge Advisors LLC | 6,475 | $380K | 0.0% | +3.7% | 0.027% | |
| 2/13/2025 | Mariner LLC | 50,717 | $2.97M | 0.0% | +5.4% | 0.212% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 33,751 | $1.98M | 0.0% | N/A | 0.141% | |
| 2/13/2025 | Crux Wealth Advisors | 49,680 | $2.91M | 1.6% | N/A | 0.207% | |
| 2/13/2025 | Raymond James Financial Inc. | 514,275 | $30.16M | 0.0% | N/A | 2.147% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 118,628 | $6.96M | 0.0% | +4.6% | 0.495% | |
| 2/13/2025 | Wells Fargo & Company MN | 153,081 | $8.98M | 0.0% | +3.0% | 0.639% | |
| 2/12/2025 | World Investment Advisors | 784,170 | $45.98M | 1.3% | +0.4% | 3.274% | |
| 2/12/2025 | Franklin Resources Inc. | 9,516,253 | $558.03M | 0.2% | +16.0% | 39.734% | |
| 2/12/2025 | JPMorgan Chase & Co. | 276,884 | $16.24M | 0.0% | +5.5% | 1.156% | |
| 2/12/2025 | Core Wealth Partners LLC | 16,290 | $955K | 0.5% | -1.8% | 0.068% | |
| 2/11/2025 | Modern Wealth Management LLC | 6,518 | $401K | 0.0% | N/A | 0.027% | |
| 2/11/2025 | LPL Financial LLC | 448,406 | $26.30M | 0.0% | +11.4% | 1.872% | |
| 2/10/2025 | Arrien Investments Inc. | 20,109 | $1.23M | 0.9% | N/A | 0.084% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 14,240 | $835K | 0.0% | +10.3% | 0.059% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 37,189 | $2.18M | 0.0% | +5.7% | 0.155% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 102,747 | $6.03M | 0.0% | +8.5% | 0.429% | |
| 2/6/2025 | Raymond James Financial Inc. | 514,275 | $30.16M | 0.0% | N/A | 2.147% | |
| 2/6/2025 | Atria Investments Inc | 243,841 | $14.30M | 0.2% | +4.1% | 1.018% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 886,481 | $51.98M | 0.5% | +0.8% | 3.701% | |
| 2/6/2025 | Jones Financial Companies Lllp | 66,466 | $3.90M | 0.0% | +37.2% | 0.278% | |
| 2/4/2025 | Bank of New York Mellon Corp | 867,413 | $50.87M | 0.0% | +7.0% | 3.622% | |
| 2/4/2025 | Howard Capital Management Inc. | 37,515 | $2.20M | 0.0% | +67.3% | 0.157% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 22,178 | $1.30M | 0.0% | +1.2% | 0.093% | |
| 1/31/2025 | D.A. Davidson & CO. | 8,016 | $470K | 0.0% | +3.3% | 0.033% | |
| 1/31/2025 | Sanctuary Advisors LLC | 1,444,690 | $88.01M | 0.6% | +3.2% | 6.032% | |
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| 1/27/2025 | Win Advisors Inc. | 154,154 | $9.04M | 4.4% | N/A | 0.644% | |
| 1/24/2025 | Paul R. Ried Financial Group LLC | 53,910 | $3.16M | 2.2% | N/A | 0.225% | |
| 1/23/2025 | SOL Capital Management CO | 22,583 | $1.32M | 0.1% | +187.7% | 0.094% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 11,414 | $669K | 0.0% | -1.9% | 0.048% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 89,948 | $5.28M | 0.4% | +4.2% | 0.376% | |
| 1/15/2025 | Decker Retirement Planning Inc. | 610 | $36K | 0.0% | N/A | 0.003% | |
| 1/14/2025 | Christopher J. Hasenberg Inc | 124,921 | $7.33M | 3.0% | +1.2% | 0.522% | |
| 1/14/2025 | Park Avenue Securities LLC | 7,815 | $458K | 0.0% | +2.8% | 0.033% | |
| 1/13/2025 | Brookstone Capital Management | 137,846 | $8.08M | 0.1% | +0.7% | 0.576% | |
| 12/26/2024 | JPMorgan Chase & Co. | 262,473 | $15.26M | 0.0% | +15.8% | 1.096% | |
