| 5/16/2025 | Cape Investment Advisory Inc. | 627 | $36K | 0.0% | +747.3% | 0.001% | |
| 5/16/2025 | NewEdge Advisors LLC | 271,318 | $15.41M | 0.1% | +50.8% | 0.599% | |
| 5/15/2025 | EP Wealth Advisors LLC | 130,569 | $7.41M | 0.1% | +1.6% | 0.288% | |
| 5/15/2025 | Ameriflex Group Inc. | 23,912 | $1.36M | 0.6% | -1.6% | 0.053% | |
| 5/15/2025 | Royal Bank of Canada | 60,688 | $3.45M | 0.0% | +19.4% | 0.134% | |
| 5/14/2025 | CreativeOne Wealth LLC | 36,277 | $2.06M | 0.1% | +19.0% | 0.080% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 44,476 | $2.52M | 0.2% | +34.4% | 0.098% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 14,574 | $828K | 0.0% | -6.5% | 0.032% | |
| 5/14/2025 | Kestra Advisory Services LLC | 52,046 | $2.96M | 0.0% | -29.9% | 0.115% | |
| 5/13/2025 | Raymond James Financial Inc. | 792,091 | $44.98M | 0.0% | +16.5% | 1.748% | |
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| 5/13/2025 | Russell Investments Group Ltd. | 1,114 | $63K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | Blair William & Co. IL | 5,351 | $304K | 0.0% | +14.3% | 0.012% | |
| 5/8/2025 | US Bancorp DE | 6,536 | $371K | 0.0% | N/A | 0.014% | |
| 5/8/2025 | Marshall Investment Management LLC | 67,650 | $3.84M | 2.4% | N/A | 0.149% | |
| 5/7/2025 | LPL Financial LLC | 791,637 | $44.95M | 0.0% | +38.7% | 1.747% | |
| 5/6/2025 | Cetera Investment Advisers | 3,827 | $217K | 0.0% | N/A | 0.008% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 28,169 | $1.60M | 0.0% | N/A | 0.062% | |
| 5/5/2025 | Private Advisor Group LLC | 4,507 | $256K | 0.0% | N/A | 0.010% | |
| 5/1/2025 | Stillwater Wealth Management Group | 13,217 | $750K | 0.6% | -28.3% | 0.029% | |
| 4/30/2025 | Principal Securities Inc. | 4,368,167 | $262.22M | 5.9% | +0.0% | 9.668% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 10,244 | $582K | 0.0% | +3.7% | 0.023% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,067,575 | $230.96M | 0.1% | -3.7% | 9.003% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 23,695 | $1.35M | 0.1% | +279.0% | 0.052% | |
| 4/28/2025 | Principal Financial Group Inc. | 30,081,870 | $1.71B | 1.0% | -3.2% | 66.582% | |
| 4/28/2025 | O Brien Wealth Partners LLC | 925,108 | $52.53M | 9.8% | -4.0% | 2.048% | |
| 4/24/2025 | Golden State Wealth Management LLC | 191,599 | $10.88M | 1.6% | +3.7% | 0.424% | |
| 4/24/2025 | Legacy CG LLC | 306,802 | $17.42M | 5.6% | +1.8% | 0.679% | |
| 4/23/2025 | Golden State Wealth Management LLC | 383,198 | $21.76M | 1.6% | +107.4% | 0.848% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 32,762 | $1.86M | 0.0% | -2.3% | 0.073% | |
| 4/22/2025 | Segment Wealth Management LLC | 256,306 | $14.55M | 1.0% | +1.1% | 0.568% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 9,457 | $537K | 0.0% | +106.8% | 0.021% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 18,478 | $1.05M | 0.0% | -13.5% | 0.041% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 23,667 | $1.34M | 0.0% | +3.9% | 0.053% | |
| 4/15/2025 | Greenwood Capital Associates LLC | 8,038 | $456K | 0.1% | N/A | 0.018% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 24,171 | $1.37M | 0.2% | -1.4% | 0.055% | |
| 4/9/2025 | PMG Wealth Management Inc. | 32,251 | $1.83M | 1.9% | -1.2% | 0.073% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 22,785 | $1.37M | 0.0% | +3.3% | 0.053% | |
| 2/24/2025 | Ameriflex Group Inc. | 24,308 | $1.50M | 0.7% | N/A | 0.056% | |
| 2/19/2025 | Richmond Investment Services LLC | 15,443 | $927K | 0.5% | N/A | 0.036% | |
| 2/17/2025 | Two Sigma Investments LP | 21,700 | $1.30M | 0.0% | N/A | 0.050% | |
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| 2/17/2025 | EP Wealth Advisors LLC | 128,565 | $7.72M | 0.1% | -2.2% | 0.297% | |
| 2/17/2025 | Citadel Advisors LLC | 9,520 | $571K | 0.0% | +84.4% | 0.022% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 13,100 | $786K | 0.0% | N/A | 0.030% | |
| 2/17/2025 | Baird Financial Group Inc. | 5,272 | $316K | 0.0% | -10.5% | 0.012% | |
| 2/14/2025 | Jane Street Group LLC | 5,400 | $324K | 0.0% | N/A | 0.012% | |
| 2/14/2025 | Stifel Financial Corp | 20,060 | $1.20M | 0.0% | +383.4% | 0.046% | |
| 2/14/2025 | GeoWealth Management LLC | 76,840 | $4.61M | 0.2% | N/A | 0.177% | |
| 2/13/2025 | NewEdge Advisors LLC | 179,874 | $10.80M | 0.1% | -22.5% | 0.415% | |
| 2/13/2025 | CreativeOne Wealth LLC | 30,484 | $1.83M | 0.1% | +6.3% | 0.070% | |
| 2/13/2025 | Raymond James Financial Inc. | 680,028 | $40.82M | 0.0% | N/A | 1.571% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 4,225,392 | $253.65M | 0.1% | -1.4% | 9.758% | |
| 2/13/2025 | Wells Fargo & Company MN | 288,337 | $17.31M | 0.0% | +46.5% | 0.666% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 145,398 | $8.73M | 0.1% | N/A | 0.336% | |
| 2/12/2025 | Blair William & Co. IL | 4,683 | $281K | 0.0% | +26.7% | 0.011% | |
| 2/12/2025 | JPMorgan Chase & Co. | 18,510 | $1.11M | 0.0% | +2,828.8% | 0.043% | |
| 2/11/2025 | LPL Financial LLC | 570,746 | $34.26M | 0.0% | +29.2% | 1.318% | |
| 2/11/2025 | Wealth Advisors of Iowa LLC | 41,501 | $2.49M | 1.3% | +87.9% | 0.096% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 64,609 | $3.88M | 0.0% | -4.9% | 0.149% | |
| 2/7/2025 | Independent Advisor Alliance | 3,835 | $230K | 0.0% | N/A | 0.009% | |
| 2/7/2025 | Elevation Capital Advisory LLC | 76,840 | $4.61M | 2.0% | N/A | 0.177% | |
| 2/6/2025 | One Capital Management LLC | 14,300 | $858K | 0.0% | -10.2% | 0.033% | |
| 2/6/2025 | Raymond James Financial Inc. | 680,028 | $40.82M | 0.0% | N/A | 1.571% | |
| 2/6/2025 | Symphony Financial Services Inc. | 150,123 | $9.01M | 7.2% | +2.6% | 0.347% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 33,093 | $1.99M | 0.2% | +196.7% | 0.076% | |
| 2/4/2025 | Cannon Wealth Management Services LLC | 9,838 | $609K | 0.5% | -5.7% | 0.023% | |
| 2/3/2025 | PMG Wealth Management Inc. | 32,656 | $1.96M | 1.8% | N/A | 0.075% | |
| 1/31/2025 | Principal Financial Group Inc. | 31,076,346 | $1.86B | 1.0% | -7.8% | 71.903% | |
| 1/30/2025 | Principal Securities Inc. | 4,366,917 | $262.15M | 5.9% | -1.0% | 10.104% | |
| 1/28/2025 | O Brien Wealth Partners LLC | 963,761 | $57.86M | 10.4% | +16.0% | 2.233% | |
| 1/28/2025 | Golden State Wealth Management LLC | 184,789 | $11.09M | 1.7% | N/A | 0.428% | |
| 1/27/2025 | Legacy CG LLC | 301,450 | $18.10M | 5.5% | +10.9% | 0.698% | |
| 1/27/2025 | Jackson Wealth Management LLC | 99,557 | $5.98M | 0.7% | +26.5% | 0.231% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 9,874 | $593K | 0.0% | N/A | 0.023% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 6,252 | $375K | 0.0% | +81.2% | 0.015% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 4,572 | $274K | 0.0% | N/A | 0.011% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 21,356 | $1.28M | 0.0% | +2.2% | 0.050% | |
| 1/17/2025 | Segment Wealth Management LLC | 253,506 | $15.22M | 1.0% | +0.9% | 0.589% | |
| 1/14/2025 | SeaCrest Wealth Management LLC | 24,516 | $1.47M | 0.2% | N/A | 0.057% | |
| 12/26/2024 | JPMorgan Chase & Co. | 632 | $36K | 0.0% | -97.3% | 0.001% | |
| 11/15/2024 | MML Investors Services LLC | 12,372 | $705K | 0.0% | -3.9% | 0.028% | |
| 11/15/2024 | EP Wealth Advisors LLC | 131,410 | $7.49M | 0.1% | N/A | 0.299% | |
| 11/15/2024 | Stifel Financial Corp | 4,150 | $237K | 0.0% | N/A | 0.009% | |
| 11/14/2024 | CreativeOne Wealth LLC | 28,681 | $1.64M | 0.1% | +12.4% | 0.065% | |
| 11/8/2024 | Retireful LLC | 8,211 | $468K | 0.3% | N/A | 0.019% | |
| 10/31/2024 | Principal Financial Group Inc. | 33,692,392 | $1.92B | 1.0% | -4.3% | 76.574% | |
| 10/30/2024 | Legacy CG LLC | 271,867 | $15.49M | 5.1% | +6.1% | 0.618% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 20,894 | $1.19M | 0.0% | -5.3% | 0.047% | |
| 10/28/2024 | Principal Securities Inc. | 4,411,268 | $251.40M | 6.1% | +2.0% | 10.026% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 22,060 | $1.26M | 0.0% | -1.1% | 0.049% | |
| 10/23/2024 | O Brien Wealth Partners LLC | 830,932 | $47.36M | 9.3% | +132.9% | 1.856% | |
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| 10/23/2024 | Silver Oak Securities Incorporated | 13,810 | $783K | 0.1% | N/A | 0.031% | |
| 10/23/2024 | Jackson Wealth Management LLC | 78,721 | $4.49M | 0.5% | +64.0% | 0.176% | |
| 10/22/2024 | Segment Wealth Management LLC | 251,285 | $14.32M | 1.0% | -5.0% | 0.561% | |
| 10/18/2024 | Raymond James & Associates | 252,612 | $14.40M | 0.0% | +3.2% | 0.564% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 14,825 | $804K | 0.0% | +3.7% | 0.034% | |
| 8/16/2024 | NewEdge Advisors LLC | 276,080 | $14.98M | 0.1% | +0.8% | 0.633% | |
| 8/12/2024 | Blair William & Co. IL | 3,697 | $201K | 0.0% | N/A | 0.008% | |
| 8/9/2024 | One Capital Management LLC | 16,959 | $920K | 0.0% | -14.3% | 0.039% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 4,211,701 | $228.49M | 0.1% | +14.4% | 9.651% | |
| 8/1/2024 | Laidlaw Wealth Management LLC | 9,733 | $528K | 0.3% | +9.1% | 0.022% | |
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