| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 11/27/2024 | Franklin Resources Inc. | 8,206,441 | $485.99M | 0.1% | -5.6% | 34.265% | |
| 11/25/2024 | World Investment Advisors LLC | 781,002 | $45.42M | 1.1% | N/A | 3.261% | |
| 11/25/2024 | Sanctuary Advisors LLC | 1,400,273 | $83.81M | 0.5% | +12.6% | 5.847% | |
| 11/15/2024 | World Investment Advisors LLC | 781,002 | $45.42M | 0.3% | N/A | 3.261% | |
| 11/15/2024 | Jane Street Group LLC | 6,662 | $387K | 0.0% | -70.5% | 0.028% | |
| 11/15/2024 | Stifel Financial Corp | 54,931 | $3.19M | 0.0% | -3.8% | 0.229% | |
| 11/13/2024 | FMR LLC | 4,034 | $235K | 0.0% | +30.7% | 0.017% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 54,816 | $3.19M | 0.1% | N/A | 0.229% | |
| 11/4/2024 | Core Wealth Partners LLC | 16,588 | $965K | 0.6% | -3.2% | 0.069% | |
| 11/1/2024 | Atria Investments Inc | 234,301 | $13.63M | 0.2% | +4.8% | 0.978% | |
| 11/1/2024 | Assetmark Inc. | 1,010 | $59K | 0.0% | +102.0% | 0.004% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 394,186 | $22.92M | 0.1% | -1.4% | 1.646% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 86,326 | $5.02M | 0.4% | +1.1% | 0.360% | |
| 10/9/2024 | Christopher J. Hasenberg Inc | 123,473 | $7.17M | 3.0% | +12.4% | 0.516% | |
| 10/8/2024 | CWM LLC | 20,011 | $1.16M | 0.0% | +503.5% | 0.084% | |
| 10/8/2024 | Brookstone Capital Management | 136,826 | $7.96M | 0.1% | +2.3% | 0.571% | |
| 10/3/2024 | Park Avenue Securities LLC | 7,605 | $442K | 0.0% | +5.4% | 0.032% | |
| 9/5/2024 | Sanctuary Advisors LLC | 1,243,257 | $63.80M | 0.5% | N/A | 5.191% | |
| 8/22/2024 | Cetera Investment Advisers | 232,002 | $12.90M | 0.0% | -10.1% | 0.969% | |
| 8/16/2024 | Susquehanna International Group LLP | 85,808 | $4.77M | 0.0% | +51.5% | 0.358% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 101,802 | $5.66M | 0.0% | -26.1% | 0.425% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 1,881 | $105K | 0.0% | N/A | 0.008% | |
| 8/6/2024 | Howard Capital Management Inc. | 29,085 | $1.62M | 0.2% | +3.2% | 0.121% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 14,298 | $795K | 0.0% | -10.0% | 0.060% | |
| 7/30/2024 | International Assets Investment Management LLC | 618 | $34K | 0.0% | N/A | 0.003% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 82,462 | $4.58M | 0.0% | +24.6% | 0.344% | |
| 7/26/2024 | Bank of New York Mellon Corp | 803,418 | $44.65M | 0.0% | +10.5% | 3.355% | |
| 7/25/2024 | Christopher J. Hasenberg Inc | 109,868 | $6.11M | 2.8% | +5.0% | 0.459% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 21,217 | $1.18M | 0.0% | +27.4% | 0.089% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,381,170 | $76.77M | 0.1% | +0.0% | 5.767% | |
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| 7/18/2024 | Brookstone Capital Management | 133,720 | $7.56M | 0.1% | -13.6% | 0.558% | |
| 7/16/2024 | Cornerstone Wealth Management LLC | 85,356 | $4.74M | 0.4% | +3.8% | 0.356% | |
| 7/16/2024 | Key Client Fiduciary Advisors LLC | 10,650 | $592K | 0.3% | -15.1% | 0.044% | |
| 7/10/2024 | CWM LLC | 3,316 | $184K | 0.0% | -6.7% | 0.014% | |
| 5/24/2024 | Cetera Advisors LLC | 89,881 | $4.79M | 0.0% | +1,916.6% | 0.375% | |
| 5/24/2024 | Cetera Investment Advisers | 258,181 | $13.75M | 0.0% | +98.6% | 1.078% | |
| 5/21/2024 | Atria Investments Inc | 223,226 | $11.89M | 0.2% | +8.8% | 0.932% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 3,785 | $202K | 0.0% | N/A | 0.016% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,809 | $629K | 0.0% | +8.2% | 0.049% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 27,482 | $1.46M | 0.1% | +1.5% | 0.115% | |
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