| 8/22/2026 | LifePlan Investment Advisors Inc. | 11,200 | $547K | 0.2% | +3.8% | 0.336% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 4,279 | $209K | 0.0% | N/A | 0.128% | |
| 7/7/2026 | CoreCap Advisors LLC | 20,931 | $1.02M | 0.0% | +10.4% | 0.629% | |
| 6/3/2026 | NewEdge Advisors LLC | 16,195 | $800K | 0.0% | +51.8% | 0.486% | |
| 5/19/2026 | Western Wealth Management LLC | 685 | $34K | 0.0% | N/A | 0.021% | |
| 5/19/2026 | Bank of America Corp DE | 36,033 | $1.78M | 0.0% | +6.6% | 1.082% | |
| 5/14/2026 | Keebeck Wealth Management | 43,037 | $2.13M | 0.2% | +144.6% | 1.292% | |
| 5/13/2026 | Cetera Investment Advisers | 158,831 | $7.84M | 0.0% | +23.3% | 4.770% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 869 | $43K | 0.0% | N/A | 0.026% | |
| 5/5/2026 | Bank of New York Mellon Corp | 12,521 | $618K | 0.0% | +14.0% | 0.376% | |
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| 5/5/2026 | Sanctuary Advisors LLC | 5,444 | $269K | 0.0% | +17.8% | 0.163% | |
| 4/30/2026 | Kestra Advisory Services LLC | 5,698 | $281K | 0.0% | N/A | 0.171% | |
| 4/27/2026 | Private Advisor Group LLC | 225,714 | $11.14M | 0.1% | +4.5% | 6.778% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 46,441 | $2.29M | 0.1% | +62.8% | 1.395% | |
| 2/17/2026 | Cetera Investment Advisers | 128,821 | $6.33M | 0.0% | +19.7% | 3.868% | |
| 2/17/2026 | Private Advisor Group LLC | 215,900 | $10.61M | 0.0% | -28.4% | 6.483% | |
| 2/17/2026 | Royal Bank of Canada | 2,723 | $134K | 0.0% | -29.9% | 0.082% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 927 | $46K | 0.0% | +46.4% | 0.028% | |
| 2/13/2026 | Wells Fargo & Company MN | 55,127 | $2.71M | 0.0% | +1,443.7% | 1.655% | |
| 2/12/2026 | Jane Street Group LLC | 12,037 | $591K | 0.0% | -24.5% | 0.361% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 4,075 | $200K | 0.0% | N/A | 0.122% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 28,519 | $1.41M | 0.1% | +193.2% | 0.856% | |
| 2/12/2026 | Principal Securities Inc. | 123,775 | $6.08M | 0.1% | +3.8% | 3.717% | |
| 2/11/2026 | LPL Financial LLC | 823,921 | $40.48M | 0.0% | +12.5% | 24.742% | |
| 2/9/2026 | LifePlan Investment Advisors Inc. | 8,980 | $441K | 0.2% | +13.2% | 0.270% | |
| 2/6/2026 | Global Retirement Partners LLC | 3,406 | $167K | 0.0% | +7.5% | 0.102% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 77,694 | $3.82M | 0.0% | +26.7% | 2.333% | |
| 1/26/2026 | Private Trust Co. NA | 4,972 | $244K | 0.0% | +10.3% | 0.149% | |
| 1/21/2026 | Sowell Financial Services LLC | 33,080 | $1.63M | 0.1% | +148.2% | 0.993% | |
| 1/13/2026 | CoreCap Advisors LLC | 17,440 | $857K | 0.0% | +3.8% | 0.524% | |
| 1/1/2026 | JPMorgan Chase & Co. | 2,899 | $145K | 0.0% | -22.9% | 0.087% | |
| 11/17/2025 | Elevation Point Wealth Partners LLC | 9,726 | $486K | 0.0% | N/A | 0.292% | |
| 11/17/2025 | Citadel Advisors LLC | 14,274 | $713K | 0.0% | +5.5% | 0.429% | |
| 11/17/2025 | Bank of America Corp DE | 39,150 | $1.95M | 0.0% | -4.4% | 1.176% | |
| 11/14/2025 | Raymond James Financial Inc. | 7,277 | $363K | 0.0% | +55.4% | 0.219% | |
| 11/14/2025 | Keebeck Wealth Management | 16,391 | $818K | 0.1% | +26.0% | 0.492% | |
| 11/13/2025 | Legacy Advisors LLC | 5,003 | $250K | 0.0% | N/A | 0.150% | |
| 11/13/2025 | LifePlan Investment Advisors Inc. | 7,935 | $396K | 0.2% | +29.0% | 0.238% | |
| 11/13/2025 | Private Advisor Group LLC | 301,464 | $15.05M | 0.1% | +6.9% | 9.053% | |
| 11/12/2025 | Consolidated Portfolio Review Corp | 4,484 | $224K | 0.0% | N/A | 0.135% | |
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| 11/10/2025 | Vestmark Advisory Solutions Inc. | 9,726 | $486K | 0.0% | N/A | 0.292% | |
| 11/7/2025 | JPMorgan Chase & Co. | 2,899 | $145K | 0.0% | -22.9% | 0.087% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 342,796 | $17.11M | 0.0% | +7.7% | 10.294% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 61,341 | $3.06M | 0.0% | +12.2% | 1.842% | |
| 10/24/2025 | MGO One Seven LLC | 8,004 | $400K | 0.0% | N/A | 0.240% | |
| 10/22/2025 | CoreCap Advisors LLC | 16,807 | $839K | 0.0% | +2.9% | 0.505% | |
| 10/17/2025 | Sowell Financial Services LLC | 13,328 | $665K | 0.0% | +55.1% | 0.400% | |
| 10/15/2025 | Private Trust Co. NA | 4,509 | $225K | 0.0% | +809.1% | 0.135% | |
| 10/7/2025 | Catalyst Private Wealth LLC | 6,000 | $300K | 0.1% | -64.5% | 0.180% | |
| 9/4/2025 | Osaic Holdings Inc. | 4,272 | $212K | 0.0% | +11.6% | 0.128% | |
| 8/15/2025 | Bank of America Corp DE | 40,965 | $2.03M | 0.0% | -17.2% | 1.230% | |
| 8/14/2025 | Raymond James Financial Inc. | 4,683 | $232K | 0.0% | -52.7% | 0.141% | |
| 8/12/2025 | JPMorgan Chase & Co. | 3,762 | $186K | 0.0% | -15.6% | 0.113% | |
| 8/8/2025 | Cetera Investment Advisers | 90,904 | $4.50M | 0.0% | +4.4% | 2.730% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 318,224 | $15.76M | 0.0% | +5.1% | 9.556% | |
| 7/29/2025 | Private Trust Co. NA | 496 | $25K | 0.0% | +230.7% | 0.015% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 6,405 | $317K | 0.0% | -55.9% | 0.192% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 54,672 | $2.71M | 0.0% | -4.5% | 1.642% | |
| 7/14/2025 | Sowell Financial Services LLC | 8,592 | $425K | 0.0% | N/A | 0.258% | |
| 7/9/2025 | Catalyst Private Wealth LLC | 16,902 | $837K | 0.4% | -3.6% | 0.508% | |
| 5/19/2025 | Jane Street Group LLC | 6,098 | $306K | 0.0% | -49.1% | 0.203% | |
| 5/14/2025 | Flow Traders U.S. LLC | 42,960 | $2.15M | 0.1% | +8.4% | 1.432% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 14,516 | $728K | 0.0% | +3.7% | 0.484% | |
| 5/7/2025 | LPL Financial LLC | 573,705 | $28.76M | 0.0% | +3.8% | 19.124% | |
| 5/6/2025 | Cetera Investment Advisers | 87,106 | $4.37M | 0.0% | +6.2% | 2.904% | |
| 5/5/2025 | Private Advisor Group LLC | 300,021 | $15.04M | 0.1% | +18.6% | 10.001% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 302,908 | $15.18M | 0.0% | +3.8% | 10.097% | |
| 4/29/2025 | Bank of New York Mellon Corp | 9,997 | $501K | 0.0% | -14.4% | 0.333% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 57,257 | $2.87M | 0.0% | -19.6% | 1.974% | |
| 4/8/2025 | Catalyst Private Wealth LLC | 17,531 | $879K | 0.4% | -26.7% | 0.605% | |
| 2/17/2025 | CoreCap Advisors LLC | 15,560 | $750K | 0.0% | +10.7% | 0.622% | |
| 2/17/2025 | Cetera Investment Advisers | 82,054 | $3.96M | 0.0% | +15.8% | 3.282% | |
| 2/17/2025 | Citadel Advisors LLC | 15,057 | $726K | 0.0% | -61.7% | 0.602% | |
| 2/17/2025 | Bank of America Corp DE | 52,882 | $2.55M | 0.0% | +4.6% | 2.115% | |
| 2/17/2025 | Ameriprise Financial Inc. | 4,153 | $200K | 0.0% | N/A | 0.166% | |
| 2/14/2025 | Jane Street Group LLC | 11,987 | $578K | 0.0% | N/A | 0.479% | |
| 2/13/2025 | NewEdge Advisors LLC | 7,434 | $358K | 0.0% | +26.0% | 0.297% | |
| 2/13/2025 | Raymond James Financial Inc. | 17,316 | $835K | 0.0% | N/A | 0.693% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 291,799 | $14.07M | 0.0% | +20.0% | 11.672% | |
| 2/12/2025 | JPMorgan Chase & Co. | 5,010 | $242K | 0.0% | -21.8% | 0.200% | |
| 2/11/2025 | LPL Financial LLC | 552,459 | $26.63M | 0.0% | +0.6% | 22.098% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 71,177 | $3.43M | 0.0% | +5.8% | 2.847% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 7,783 | $375K | 0.0% | +5.8% | 0.311% | |
| 2/6/2025 | Raymond James Financial Inc. | 17,316 | $835K | 0.0% | N/A | 0.693% | |
| 2/3/2025 | Private Advisor Group LLC | 252,904 | $12.19M | 0.1% | +10.8% | 10.116% | |
| 1/31/2025 | Global Retirement Partners LLC | 2,890 | $139K | 0.0% | +166.1% | 0.116% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 14,004 | $677K | 0.0% | +4.3% | 0.560% | |
| 1/30/2025 | Principal Securities Inc. | 98,943 | $4.77M | 0.1% | +7.8% | 3.958% | |
| 1/22/2025 | Perigon Wealth Management LLC | 5,968 | $289K | 0.0% | -28.8% | 0.239% | |
| 1/13/2025 | Catalyst Private Wealth LLC | 23,916 | $1.15M | 0.5% | +3.1% | 0.957% | |
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| 12/26/2024 | JPMorgan Chase & Co. | 6,407 | $321K | 0.0% | -16.8% | 0.256% | |
| 11/14/2024 | Flow Traders U.S. LLC | 15,671 | $785K | 0.0% | N/A | 0.627% | |
| 10/30/2024 | Catalyst Private Wealth LLC | 23,196 | $1.16M | 0.6% | -1.8% | 0.928% | |
| 10/28/2024 | Principal Securities Inc. | 91,785 | $4.60M | 0.1% | +11.1% | 3.671% | |
| 10/22/2024 | Private Advisor Group LLC | 228,338 | $11.43M | 0.1% | +5,270.1% | 9.134% | |
| 8/22/2024 | Cetera Investment Advisers | 72,041 | $3.50M | 0.0% | +7.2% | 2.882% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 232,122 | $11.26M | 0.0% | +5.5% | 9.285% | |
| 7/24/2024 | Catalyst Private Wealth LLC | 23,632 | $1.15M | 0.6% | +70.0% | 0.945% | |
| 7/19/2024 | Raymond James & Associates | 82,183 | $3.99M | 0.0% | +2.3% | 3.287% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 69,537 | $3.37M | 0.0% | +2.2% | 2.781% | |