| 5/19/2025 | Jane Street Group LLC | 15,393 | $574K | 0.0% | N/A | 0.095% | |
| 5/15/2025 | Royal Bank of Canada | 41,078 | $1.53M | 0.0% | +3.0% | 0.253% | |
| 5/14/2025 | Freedom Investment Management Inc. | 28,653 | $1.07M | 0.1% | +9.9% | 0.177% | |
| 5/14/2025 | CW Advisors LLC | 9,754 | $364K | 0.0% | +4.2% | 0.060% | |
| 5/13/2025 | HighTower Advisors LLC | 20,486 | $764K | 0.0% | -5.2% | 0.126% | |
| 5/9/2025 | Syntegra Private Wealth Group LLC | 11,836 | $441K | 0.1% | -4.4% | 0.073% | |
| 5/8/2025 | US Financial Advisors LLC | 30,166 | $1.12M | 0.3% | +5.7% | 0.192% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 3,067 | $114K | 0.1% | N/A | 0.019% | |
| 5/7/2025 | LPL Financial LLC | 79,718 | $2.97M | 0.0% | -6.2% | 0.506% | |
| 5/2/2025 | Wealthfront Advisers LLC | 18,102 | $675K | 0.0% | -23.8% | 0.115% | |
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| 4/24/2025 | Smart Portfolios LLC | 15,378 | $573K | 0.6% | +2.5% | 0.097% | |
| 4/23/2025 | Eagle Strategies LLC | 6,075 | $226K | 0.0% | +15.7% | 0.038% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 6,200 | $231K | 0.0% | -26.2% | 0.039% | |
| 4/9/2025 | Merit Financial Group LLC | 14,395 | $537K | 0.0% | -33.9% | 0.091% | |
| 2/17/2025 | US Financial Advisors LLC | 28,538 | $1.12M | 0.3% | -1.4% | 0.177% | |
| 2/17/2025 | Citadel Advisors LLC | 8,295 | $324K | 0.0% | N/A | 0.052% | |
| 2/17/2025 | Bank of America Corp DE | 17,525 | $685K | 0.0% | -17.9% | 0.109% | |
| 2/14/2025 | Stifel Financial Corp | 21,055 | $823K | 0.0% | -2.8% | 0.131% | |
| 2/14/2025 | Freedom Investment Management Inc. | 26,074 | $1.02M | 0.1% | +1.7% | 0.162% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 8,364 | $327K | 0.0% | N/A | 0.052% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 24,706 | $966K | 0.1% | -11.0% | 0.154% | |
| 2/13/2025 | Wells Fargo & Company MN | 12,501 | $489K | 0.0% | -2.8% | 0.078% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 9,364 | $366K | 0.0% | -33.8% | 0.058% | |
| 2/11/2025 | LPL Financial LLC | 84,987 | $3.32M | 0.0% | +7.8% | 0.529% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 15,996 | $625K | 0.0% | -3.8% | 0.099% | |
| 2/10/2025 | Farther Finance Advisors LLC | 1,135 | $44K | 0.0% | N/A | 0.007% | |
| 2/10/2025 | Smart Portfolios LLC | 15,003 | $586K | 0.6% | +1.8% | 0.093% | |
| 2/7/2025 | Independent Advisor Alliance | 90,094 | $3.52M | 0.0% | N/A | 0.560% | |
| 2/7/2025 | Daiwa Securities Group Inc. | 11,674,069 | $456.34M | 2.0% | -1.7% | 72.600% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 22,140 | $865K | 0.0% | -20.5% | 0.138% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 31,729 | $1.24M | 0.0% | +2.0% | 0.197% | |
| 1/15/2025 | Merit Financial Group LLC | 21,773 | $851K | 0.0% | +3.5% | 0.135% | |
| 1/10/2025 | HBW Advisory Services LLC | 5,695 | $223K | 0.0% | +18.4% | 0.035% | |
| 11/15/2024 | Stifel Financial Corp | 21,655 | $848K | 0.0% | -2.3% | 0.117% | |
| 11/14/2024 | CreativeOne Wealth LLC | 6,945 | $272K | 0.0% | -7.2% | 0.038% | |
| 11/13/2024 | Freedom Investment Management Inc. | 25,647 | $1.00M | 0.1% | +1.3% | 0.139% | |
| 11/13/2024 | Daiwa Securities Group Inc. | 11,874,001 | $464.75M | 2.1% | -9.5% | 64.253% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 31,097 | $1.22M | 0.0% | -3.1% | 0.168% | |
| 10/31/2024 | US Financial Advisors LLC | 28,957 | $1.13M | 0.4% | -11.4% | 0.175% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 27,852 | $1.09M | 0.1% | -67.0% | 0.168% | |
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| 10/25/2024 | Eagle Strategies LLC | 5,441 | $213K | 0.0% | -10.1% | 0.033% | |
| 10/22/2024 | Syntegra Private Wealth Group LLC | 12,217 | $478K | 0.1% | +19.0% | 0.074% | |
| 10/4/2024 | HBW Advisory Services LLC | 4,810 | $188K | 0.0% | -11.8% | 0.029% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,418 | $52K | 0.0% | +30.1% | 0.008% | |
| 8/10/2024 | Perennial Investment Advisors LLC | 27,371 | $1.01M | 0.1% | -2.8% | 0.156% | |
| 8/8/2024 | Eagle Strategies LLC | 6,055 | $224K | 0.0% | N/A | 0.034% | |
| 8/7/2024 | Daiwa Securities Group Inc. | 13,123,226 | $485.30M | 2.6% | +3.2% | 74.564% | |
| 5/24/2024 | Cetera Advisors LLC | 35,287 | $1.28M | 0.0% | N/A | 0.199% | |
| 5/14/2024 | CreativeOne Wealth LLC | 8,376 | $303K | 0.0% | -27.7% | 0.047% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 32,646 | $1.18M | 0.0% | -2.9% | 0.184% | |
| 5/2/2024 | Daiwa Securities Group Inc. | 12,721,889 | $460.79M | 2.6% | -3.8% | 71.152% | |
| 2/9/2024 | CreativeOne Wealth LLC | 11,580 | $387K | 0.0% | -16.0% | 0.064% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 216,780 | $7.24M | 0.4% | +0.7% | 1.201% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 33,626 | $1.12M | 0.0% | -3.1% | 0.186% | |
| 2/8/2024 | Farrow Financial Inc. | 8,113 | $271K | 0.2% | N/A | 0.045% | |
| 2/8/2024 | US Financial Advisors LLC | 32,824 | $1.10M | 0.4% | +7.5% | 0.182% | |
| 2/6/2024 | Merit Financial Group LLC | 23,951 | $800K | 0.0% | -3.1% | 0.133% | |
| 1/31/2024 | Western Wealth Management LLC | 11,375 | $380K | 0.0% | N/A | 0.063% | |
| 1/31/2024 | Daiwa Securities Group Inc. | 13,220,068 | $441.55M | 2.7% | +2.3% | 73.241% | |
| 1/24/2024 | Allworth Financial LP | 3,581 | $120K | 0.0% | -17.9% | 0.020% | |
| 11/16/2023 | Smart Portfolios LLC | 17,369 | $519K | 0.9% | -3.2% | 0.097% | |
| 11/13/2023 | US Financial Advisors LLC | 30,540 | $912K | 0.4% | +2.7% | 0.171% | |
| 11/8/2023 | HighTower Advisors LLC | 23,497 | $701K | 0.0% | N/A | 0.131% | |
| 11/7/2023 | Kingsview Wealth Management LLC | 34,715 | $1.04M | 0.0% | +3.3% | 0.194% | |
| 11/7/2023 | Merit Financial Group LLC | 24,706 | $738K | 0.0% | +3.2% | 0.138% | |
| 11/1/2023 | Daiwa Securities Group Inc. | 12,920,000 | $385.79M | 2.7% | -22.0% | 72.260% | |
| 11/1/2023 | Wealthfront Advisers LLC | 16,809 | $502K | 0.0% | +6.6% | 0.094% | |
| 10/31/2023 | Allworth Financial LP | 4,360 | $130K | 0.0% | +21.8% | 0.024% | |
| 10/30/2023 | Congress Wealth Management LLC DE | 15,834 | $473K | 0.0% | +13.7% | 0.089% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 20,096 | $600K | 0.0% | +2.4% | 0.112% | |
| 10/17/2023 | CreativeOne Wealth LLC | 13,787 | $412K | 0.0% | -18.4% | 0.077% | |
| 8/14/2023 | Perennial Investment Advisors LLC | 28,464 | $883K | 0.2% | +8.8% | 0.132% | |
| 8/10/2023 | GeoWealth Management LLC | 7,510 | $233K | 0.0% | -7.1% | 0.035% | |
| 8/10/2023 | US Financial Advisors LLC | 29,747 | $923K | 0.4% | -4.9% | 0.138% | |
| 8/9/2023 | Flow Traders U.S. LLC | 7,331 | $227K | 0.0% | N/A | 0.034% | |
| 8/8/2023 | 3D L Capital Management LLC | 25,617 | $795K | 0.2% | +2.8% | 0.119% | |
| 8/1/2023 | Merit Financial Group LLC | 23,939 | $743K | 0.0% | +24.3% | 0.111% | |
| 7/31/2023 | LPL Financial LLC | 43,831 | $1.36M | 0.0% | -3.8% | 0.204% | |
| 7/18/2023 | Allworth Financial LP | 3,581 | $111K | 0.0% | N/A | 0.017% | |
| 7/6/2023 | HBW Advisory Services LLC | 5,451 | $169K | 0.0% | N/A | 0.025% | |
| 5/23/2023 | Toroso Investments LLC | 63,588 | $1.88M | 0.1% | -2.8% | 0.293% | |
| 5/16/2023 | Syntegra Private Wealth Group LLC | 11,473 | $338K | 0.1% | N/A | 0.053% | |
| 5/15/2023 | Gladstone Institutional Advisory LLC | 253,856 | $7.49M | 0.5% | +6.1% | 1.169% | |
| 5/12/2023 | Financial Architects Inc | 22,242 | $656K | 0.1% | -1.5% | 0.102% | |
| 5/12/2023 | GeoWealth Management LLC | 8,083 | $238K | 0.0% | +14.7% | 0.037% | |
| 5/8/2023 | 3D L Capital Management LLC | 24,919 | $735K | 0.2% | -3.8% | 0.115% | |
| 5/4/2023 | US Financial Advisors LLC | 31,284 | $923K | 0.4% | +7.0% | 0.144% | |
| 5/2/2023 | Daiwa Securities Group Inc. | 16,570,000 | $488.65M | 3.4% | +5.4% | 76.324% | |
| 4/28/2023 | Wealthfront Advisers LLC | 15,689 | $463K | 0.0% | -4.6% | 0.072% | |
| 4/24/2023 | Merit Financial Group LLC | 19,257 | $568K | 0.0% | +8.1% | 0.089% | |
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| 2/13/2023 | GeoWealth Management LLC | 7,046 | $195K | 0.0% | +1,036.5% | 0.032% | |
| 2/7/2023 | LPL Financial LLC | 50,503 | $1.40M | 0.0% | -13.8% | 0.231% | |
| 2/7/2023 | Financial Architects Inc | 22,586 | $625K | 0.1% | -7.4% | 0.103% | |
| 2/6/2023 | Daiwa Securities Group Inc. | 15,720,000 | $435.29M | 3.3% | +2.3% | 71.846% | |
| 2/2/2023 | Congress Wealth Management LLC DE | 13,575 | $376K | 0.0% | +11.8% | 0.062% | |
| 2/1/2023 | Gladstone Institutional Advisory LLC | 239,309 | $6.63M | 0.5% | +167.4% | 1.094% | |
| 1/26/2023 | US Financial Advisors LLC | 29,230 | $809K | 0.4% | N/A | 0.139% | |
| 1/17/2023 | Rede Wealth LLC | 7,499 | $208K | 0.1% | N/A | 0.036% | |
| 1/13/2023 | Merit Financial Group LLC | 17,809 | $493K | 0.0% | +11.1% | 0.081% | |
| 11/23/2022 | Toroso Investments LLC | 65,714 | $1.68M | 0.1% | +4.5% | 0.289% | |
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