| 5/19/2025 | Jane Street Group LLC | 40,509 | $1.64M | 0.0% | +177.9% | 5.787% | |
| 5/16/2025 | NewEdge Advisors LLC | 8,448 | $342K | 0.0% | +13.3% | 1.207% | |
| 5/15/2025 | Betterment LLC | 491,452 | $19.91M | 0.0% | +1.2% | 70.207% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 14,206 | $576K | 0.0% | +6.4% | 0.768% | |
| 5/7/2025 | LPL Financial LLC | 648,159 | $26.26M | 0.0% | +18.7% | 35.036% | |
| 5/6/2025 | Cetera Investment Advisers | 78,053 | $3.16M | 0.0% | +6.2% | 4.219% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 339,583 | $13.76M | 0.0% | +14.5% | 18.356% | |
| 4/29/2025 | Bank of New York Mellon Corp | 10,169 | $412K | 0.0% | -9.7% | 0.550% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 58,843 | $2.38M | 0.0% | -14.6% | 3.181% | |
| 2/17/2025 | CoreCap Advisors LLC | 36,379 | $1.45M | 0.1% | +11.8% | 2.425% | |
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| 2/17/2025 | Cetera Investment Advisers | 73,467 | $2.93M | 0.0% | +12.0% | 4.898% | |
| 2/14/2025 | Jane Street Group LLC | 14,578 | $581K | 0.0% | -27.9% | 0.972% | |
| 2/14/2025 | Betterment LLC | 485,705 | $19.36M | 0.0% | +11.0% | 32.380% | |
| 2/13/2025 | NewEdge Advisors LLC | 7,458 | $297K | 0.0% | +27.6% | 0.497% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 296,500 | $11.82M | 0.0% | +19.2% | 19.767% | |
| 2/11/2025 | LPL Financial LLC | 545,926 | $21.76M | 0.0% | +1.9% | 36.395% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 68,913 | $2.75M | 0.0% | +3.8% | 4.594% | |
| 1/31/2025 | Global Retirement Partners LLC | 2,548 | $102K | 0.0% | +126.1% | 0.170% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 13,352 | $535K | 0.0% | +3.5% | 0.890% | |
| 1/30/2025 | Principal Securities Inc. | 108,307 | $4.32M | 0.1% | +7.6% | 7.220% | |
| 11/15/2024 | Jane Street Group LLC | 20,209 | $860K | 0.0% | -26.1% | 1.347% | |
| 10/28/2024 | Principal Securities Inc. | 100,692 | $4.28M | 0.1% | +9.2% | 6.713% | |
| 8/22/2024 | Cetera Investment Advisers | 67,377 | $2.72M | 0.0% | +3.9% | 4.492% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 237,977 | $9.60M | 0.0% | +5.4% | 15.865% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 6,253 | $252K | 0.0% | -27.1% | 0.417% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 68,142 | $2.75M | 0.0% | +3.1% | 4.543% | |
| 5/24/2024 | Cetera Investment Advisers | 64,828 | $2.66M | 0.0% | +71.7% | 4.322% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 2,890 | $118K | 0.0% | N/A | 0.222% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 66,320 | $2.71M | 0.0% | -0.6% | 5.102% | |
| 2/7/2024 | Principal Securities Inc. | 82,382 | $3.36M | 0.1% | N/A | 6.337% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 9,259 | $380K | 0.0% | -2.7% | 0.712% | |
| 1/16/2024 | CoreCap Advisors LLC | 26,907 | $1.10M | 0.1% | +6.0% | 2.070% | |
| 11/13/2023 | LPL Financial LLC | 463,397 | $17.73M | 0.0% | +2.7% | 35.646% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 227,737 | $8.72M | 0.0% | -18.7% | 17.518% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 66,693 | $2.55M | 0.0% | N/A | 5.130% | |
| 11/9/2023 | Betterment LLC | 259,193 | $9.92M | 0.0% | +11.2% | 19.938% | |
| 11/8/2023 | Herold Advisors Inc. | 16,100 | $616K | 0.2% | +10.4% | 1.238% | |
| 10/24/2023 | Bank of New York Mellon Corp | 9,911 | $379K | 0.0% | +9.0% | 0.762% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 11,334 | $434K | 0.0% | +3.9% | 0.872% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 28,290 | $1.14M | 0.0% | -10.9% | 2.176% | |
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| 8/10/2023 | Cetera Investment Advisers | 43,110 | $1.73M | 0.0% | +5.1% | 3.316% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 280,223 | $11.26M | 0.0% | +5.2% | 21.556% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 9,335 | $375K | 0.0% | +3.7% | 0.718% | |
| 7/31/2023 | LPL Financial LLC | 451,312 | $18.13M | 0.0% | +0.2% | 37.609% | |
| 7/20/2023 | Global Retirement Partners LLC | 1,448 | $58K | 0.0% | +35.2% | 0.121% | |
| 7/17/2023 | Herold Advisors Inc. | 14,581 | $586K | 0.2% | +1.9% | 1.215% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 10,910 | $438K | 0.0% | -7.8% | 0.909% | |
| 5/16/2023 | Betterment LLC | 198,766 | $8.06M | 0.0% | +12.1% | 16.564% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 266,291 | $10.80M | 0.0% | +6.0% | 22.191% | |
| 5/10/2023 | LPL Financial LLC | 450,519 | $18.27M | 0.0% | -4.6% | 37.543% | |
| 4/19/2023 | Herold Advisors Inc. | 14,313 | $581K | 0.2% | N/A | 1.193% | |
| 3/6/2023 | OLD Mission Capital LLC | 668 | $27K | 0.0% | N/A | 0.000% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 9,000 | $361K | 0.0% | N/A | 0.000% | |
| 2/13/2023 | Betterment LLC | 177,320 | $7.08M | 0.0% | +11.6% | 0.000% | |
| 2/10/2023 | CoreCap Advisors LLC | 17,407 | $695K | 0.0% | N/A | 0.000% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 12,156 | $485K | 0.0% | N/A | 0.000% | |
| 2/7/2023 | LPL Financial LLC | 472,358 | $18.85M | 0.0% | N/A | 0.000% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 251,198 | $10.02M | 0.0% | N/A | 0.000% | |
| 1/10/2023 | Gradient Investments LLC | 1,542 | $62K | 0.0% | -99.7% | 0.000% | |
