| 5/19/2025 | Jane Street Group LLC | 6,750 | $370K | 0.0% | -78.4% | 0.237% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 27,898 | $1.59M | 0.1% | -43.2% | 0.979% | |
| 5/16/2025 | Jones Financial Companies Lllp | 9,309 | $510K | 0.0% | +2,389.0% | 0.327% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 4,006 | $220K | 0.1% | N/A | 0.141% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 29,299 | $1.61M | 0.2% | -13.9% | 1.028% | |
| 5/14/2025 | Compound Planning Inc. | 4,668 | $256K | 0.0% | N/A | 0.164% | |
| 5/14/2025 | CW Advisors LLC | 718,434 | $39.39M | 0.5% | -0.7% | 25.208% | |
| 5/13/2025 | Rathbones Group PLC | 73,732 | $4.04M | 0.0% | +11.4% | 2.587% | |
| 5/12/2025 | Benjamin Edwards Inc. | 20,456 | $1.12M | 0.0% | -68.5% | 0.718% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 9,341 | $512K | 0.0% | -6.9% | 0.328% | |
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| 5/8/2025 | Harbour Investments Inc. | 3,538 | $194K | 0.0% | +5.9% | 0.124% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 3,797 | $208K | 0.1% | N/A | 0.133% | |
| 5/7/2025 | LPL Financial LLC | 175,402 | $9.62M | 0.0% | +40.5% | 6.154% | |
| 5/6/2025 | Assetmark Inc. | 69,265 | $3.80M | 0.0% | -7.0% | 2.430% | |
| 5/6/2025 | Cetera Investment Advisers | 71,364 | $3.91M | 0.0% | +25.3% | 2.504% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 22,055 | $1.21M | 0.0% | -8.5% | 0.774% | |
| 5/6/2025 | Holistic Financial Partners | 62,457 | $3.42M | 1.7% | +7.9% | 2.191% | |
| 5/6/2025 | AE Wealth Management LLC | 27,682 | $1.52M | 0.0% | -5.0% | 0.971% | |
| 5/6/2025 | PFG Advisors | 7,302 | $400K | 0.0% | -31.5% | 0.256% | |
| 5/5/2025 | IFP Advisors Inc | 22,399 | $1.23M | 0.0% | -6.4% | 0.786% | |
| 5/5/2025 | OneAscent Financial Services LLC | 13,277 | $728K | 0.0% | +4.2% | 0.466% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 17,708 | $971K | 0.2% | +23.1% | 0.621% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 197,156 | $10.81M | 0.0% | -8.3% | 6.918% | |
| 4/29/2025 | Bank of New York Mellon Corp | 21,368 | $1.17M | 0.0% | -7.8% | 0.750% | |
| 4/28/2025 | D.A. Davidson & CO. | 6,712 | $368K | 0.0% | +10.3% | 0.236% | |
| 4/28/2025 | Rossby Financial LCC | 564 | $31K | 0.0% | N/A | 0.020% | |
| 4/23/2025 | Cottonwood Capital Advisors LLC | 8,234 | $451K | 0.3% | +9.1% | 0.289% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 29,735 | $1.63M | 0.0% | +7.4% | 1.043% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 14,699 | $806K | 0.0% | -4.8% | 0.516% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 14,862 | $815K | 0.0% | +9.9% | 0.521% | |
| 4/17/2025 | Good Life Advisors LLC | 28,820 | $1.58M | 0.1% | -34.4% | 1.011% | |
| 4/17/2025 | American Institute for Advanced Investment Management LLP | 13,600 | $746K | 0.5% | -12.8% | 0.477% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 86,506 | $4.74M | 0.0% | +7.4% | 3.035% | |
| 4/14/2025 | Farther Finance Advisors LLC | 17,908 | $972K | 0.0% | +201.0% | 0.628% | |
| 4/14/2025 | Park Avenue Securities LLC | 13,434 | $736K | 0.0% | +10.7% | 0.471% | |
| 4/10/2025 | Iams Wealth Management LLC | 10,384 | $569K | 0.3% | -2.8% | 0.364% | |
| 4/9/2025 | RFG Advisory LLC | 3,649 | $200K | 0.0% | N/A | 0.128% | |
| 4/7/2025 | GAMMA Investing LLC | 5,318 | $292K | 0.0% | +1,785.8% | 0.187% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 80,537 | $4.16M | 0.0% | -2.8% | 2.334% | |
| 2/27/2025 | REAP Financial Group LLC | 1,882 | $97K | 0.0% | -26.0% | 0.055% | |
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| 2/17/2025 | Snowden Capital Advisors LLC | 16,167 | $836K | 0.0% | +1.9% | 0.469% | |
| 2/17/2025 | Cetera Investment Advisers | 56,960 | $2.94M | 0.0% | +9.1% | 1.651% | |
| 2/17/2025 | Bank of America Corp DE | 13,554 | $700K | 0.0% | N/A | 0.393% | |
| 2/17/2025 | Benjamin Edwards Inc. | 64,924 | $3.36M | 0.0% | -5.2% | 1.882% | |
| 2/14/2025 | Jane Street Group LLC | 31,241 | $1.62M | 0.0% | -31.2% | 0.906% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 49,084 | $2.54M | 0.4% | +11.8% | 1.423% | |
| 2/14/2025 | Stifel Financial Corp | 7,815 | $404K | 0.0% | -33.8% | 0.227% | |
| 2/14/2025 | First Trust Advisors LP | 666,449 | $34.44M | 0.0% | -8.9% | 19.317% | |
| 2/13/2025 | LaSalle St. Investment Advisors LLC | 3,896 | $201K | 0.1% | N/A | 0.113% | |
| 2/13/2025 | Raymond James Financial Inc. | 46,123 | $2.38M | 0.0% | N/A | 1.337% | |
| 2/13/2025 | Rathbones Group PLC | 66,193 | $3.42M | 0.0% | +1.2% | 1.919% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 214,926 | $11.11M | 0.0% | +8.2% | 6.230% | |
| 2/12/2025 | OneAscent Financial Services LLC | 12,738 | $658K | 0.1% | N/A | 0.369% | |
| 2/12/2025 | Tucker Asset Management LLC | 1,396 | $72K | 0.0% | +43.5% | 0.040% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 34,010 | $1.76M | 0.2% | +2.1% | 0.986% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 16,271 | $841K | 0.0% | +5.6% | 0.472% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 723,800 | $37.41M | 0.5% | +1.4% | 20.980% | |
| 2/11/2025 | LPL Financial LLC | 124,847 | $6.45M | 0.0% | +21.0% | 3.619% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 5,229 | $270K | 0.0% | -8.2% | 0.152% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 24,093 | $1.25M | 0.0% | -5.0% | 0.698% | |
| 2/7/2025 | PFG Advisors | 10,656 | $551K | 0.0% | N/A | 0.309% | |
| 2/7/2025 | HighTower Advisors LLC | 23,984 | $1.24M | 0.0% | -5.8% | 0.695% | |
| 2/6/2025 | Raymond James Financial Inc. | 46,123 | $2.38M | 0.0% | N/A | 1.337% | |
| 2/6/2025 | Atria Investments Inc | 16,755 | $866K | 0.0% | +15.4% | 0.486% | |
| 2/6/2025 | Assetmark Inc. | 74,491 | $3.85M | 0.0% | +15.3% | 2.159% | |
| 2/6/2025 | Synergy Investment Management LLC | 1,390 | $72K | 0.0% | N/A | 0.040% | |
| 2/4/2025 | Bank of New York Mellon Corp | 23,170 | $1.20M | 0.0% | -22.0% | 0.672% | |
| 2/4/2025 | Holistic Financial Partners | 57,902 | $2.99M | 1.5% | +11.4% | 1.678% | |
| 2/4/2025 | IFP Advisors Inc | 23,918 | $1.24M | 0.0% | +8.9% | 0.693% | |
| 2/3/2025 | Good Life Advisors LLC | 43,921 | $2.27M | 0.2% | -19.8% | 1.273% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 10,036 | $519K | 0.0% | -4.7% | 0.287% | |
| 1/31/2025 | Truist Financial Corp | 22,567 | $1.17M | 0.0% | +91.5% | 0.645% | |
| 1/31/2025 | Sanctuary Advisors LLC | 5,813 | $306K | 0.0% | +4.6% | 0.166% | |
| 1/30/2025 | Principal Securities Inc. | 1,895 | $98K | 0.0% | +26.1% | 0.054% | |
| 1/23/2025 | American Institute for Advanced Investment Management LLP | 15,600 | $806K | 0.6% | -4.8% | 0.439% | |
| 1/23/2025 | Iams Wealth Management LLC | 10,680 | $552K | 0.3% | +4.4% | 0.301% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 14,386 | $743K | 0.2% | +6.5% | 0.405% | |
| 1/21/2025 | Cottonwood Capital Advisors LLC | 7,549 | $390K | 0.3% | +14.4% | 0.213% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 13,523 | $699K | 0.0% | +48.2% | 0.381% | |
| 1/14/2025 | SignalPoint Asset Management LLC | 12,793 | $661K | 0.2% | -11.5% | 0.355% | |
| 1/14/2025 | Park Avenue Securities LLC | 12,138 | $627K | 0.0% | +13.8% | 0.337% | |
| 1/10/2025 | HBW Advisory Services LLC | 3,877 | $200K | 0.0% | N/A | 0.105% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 500 | $27K | 0.0% | N/A | 0.013% | |
| 11/25/2024 | Sanctuary Advisors LLC | 5,557 | $292K | 0.0% | +27.0% | 0.148% | |
| 11/15/2024 | MML Investors Services LLC | 7,714 | $418K | 0.0% | +34.9% | 0.206% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 15,402 | $835K | 0.0% | +14.3% | 0.411% | |
| 11/15/2024 | Jane Street Group LLC | 45,385 | $2.46M | 0.0% | +774.3% | 1.210% | |
| 11/15/2024 | Stifel Financial Corp | 11,807 | $641K | 0.0% | -3.7% | 0.315% | |
| 11/15/2024 | Hilltop Holdings Inc. | 14,590 | $791K | 0.1% | +6.1% | 0.389% | |
| 11/15/2024 | Benjamin Edwards Inc. | 68,466 | $3.72M | 0.1% | +4,979.1% | 1.826% | |
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| 11/14/2024 | Flow Traders U.S. LLC | 20,494 | $1.11M | 0.1% | N/A | 0.547% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 33,299 | $1.81M | 0.2% | +0.8% | 0.888% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 4,305 | $234K | 0.0% | +10.5% | 0.115% | |
| 11/8/2024 | Prospera Financial Services Inc | 22,177 | $1.20M | 0.0% | +11.7% | 0.591% | |
| 11/7/2024 | Holistic Financial Partners | 51,991 | $2.82M | 1.4% | +3.7% | 1.386% | |
| 11/4/2024 | Cottonwood Capital Advisors LLC | 6,598 | $358K | 0.3% | N/A | 0.176% | |
| 11/1/2024 | Atria Investments Inc | 14,520 | $788K | 0.0% | +9.4% | 0.387% | |
| 11/1/2024 | Assetmark Inc. | 64,581 | $3.50M | 0.0% | +10.6% | 1.722% | |
| 11/1/2024 | ABLE Financial Group LLC | 3,732 | $202K | 0.1% | N/A | 0.100% | |
| 10/29/2024 | Farther Finance Advisors LLC | 5,849 | $317K | 0.0% | N/A | 0.156% | |
