| 5/16/2025 | Coppell Advisory Solutions LLC | 60,804 | $2.02M | 0.2% | N/A | 0.775% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 24,414 | $823K | 0.4% | N/A | 0.311% | |
| 5/16/2025 | NewEdge Advisors LLC | 29,474 | $993K | 0.0% | N/A | 0.375% | |
| 5/14/2025 | Kestra Advisory Services LLC | 26,323 | $887K | 0.0% | +46.0% | 0.356% | |
| 5/12/2025 | Benjamin Edwards Inc. | 67,320 | $2.27M | 0.0% | +76.2% | 0.910% | |
| 5/12/2025 | Founders Financial Alliance LLC | 5,873 | $198K | 0.0% | N/A | 0.079% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 30,392 | $1.02M | 0.0% | +22.2% | 0.411% | |
| 5/8/2025 | Harbour Investments Inc. | 17,781 | $599K | 0.0% | +103.1% | 0.240% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 11,986 | $404K | 0.2% | N/A | 0.162% | |
| 5/7/2025 | Maridea Wealth Management LLC | 15,592 | $525K | 0.2% | +67.8% | 0.211% | |
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| 5/7/2025 | LPL Financial LLC | 935,188 | $31.51M | 0.0% | +1,043.3% | 12.638% | |
| 5/6/2025 | Assetmark Inc. | 227,085 | $7.65M | 0.0% | +42.5% | 3.069% | |
| 5/6/2025 | Cetera Investment Advisers | 214,460 | $7.23M | 0.0% | +63.3% | 2.898% | |
| 5/6/2025 | AE Wealth Management LLC | 93,417 | $3.15M | 0.0% | +42.4% | 1.262% | |
| 5/5/2025 | IFP Advisors Inc | 49,311 | $1.66M | 0.1% | +37,542.0% | 0.666% | |
| 5/5/2025 | OneAscent Financial Services LLC | 46,500 | $1.57M | 0.1% | +61.1% | 0.628% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 136,886 | $4.61M | 0.1% | N/A | 1.850% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 41,832 | $1.41M | 0.0% | N/A | 0.565% | |
| 5/2/2025 | Boyce & Associates Wealth Consulting Inc. | 43,635 | $1.47M | 1.5% | +16.5% | 0.590% | |
| 5/2/2025 | Apollon Wealth Management LLC | 6,646 | $224K | 0.0% | N/A | 0.090% | |
| 5/2/2025 | Sigma Planning Corp | 11,295 | $381K | 0.0% | N/A | 0.153% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 43,034 | $1.45M | 0.3% | N/A | 0.582% | |
| 4/30/2025 | Blackhawk Capital Partners LLC. | 17,183 | $579K | 0.3% | N/A | 0.232% | |
| 4/30/2025 | Synergy Investment Management LLC | 3,500 | $118K | 0.0% | N/A | 0.047% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 692,678 | $23.34M | 0.0% | +41.0% | 9.361% | |
| 4/29/2025 | Bank of New York Mellon Corp | 76,418 | $2.58M | 0.0% | +26.2% | 1.033% | |
| 4/28/2025 | D.A. Davidson & CO. | 68,456 | $2.31M | 0.0% | N/A | 0.925% | |
| 4/28/2025 | Rossby Financial LCC | 902 | $30K | 0.0% | N/A | 0.012% | |
| 4/28/2025 | DAVENPORT & Co LLC | 13,484 | $454K | 0.0% | -5.6% | 0.182% | |
| 4/28/2025 | ABLE Financial Group LLC | 7,193 | $242K | 0.1% | N/A | 0.097% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 132,265 | $4.46M | 0.0% | +134.5% | 1.787% | |
| 4/22/2025 | World Equity Group Inc. | 28,354 | $955K | 0.3% | +8.0% | 0.383% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 49,463 | $1.67M | 0.0% | +22.1% | 0.773% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 41,908 | $1.41M | 0.0% | +72.8% | 0.655% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 22,326 | $752K | 0.1% | +9.9% | 0.349% | |
| 4/10/2025 | Iams Wealth Management LLC | 82,105 | $2.77M | 1.3% | N/A | 1.283% | |
| 4/9/2025 | RFG Advisory LLC | 12,938 | $436K | 0.0% | N/A | 0.202% | |
| 4/9/2025 | HBW Advisory Services LLC | 11,564 | $390K | 0.1% | N/A | 0.181% | |
| 2/17/2025 | Cetera Investment Advisers | 131,361 | $4.54M | 0.0% | +1,246.2% | 87.573% | |
| 2/17/2025 | Citadel Advisors LLC | 42,205 | $1.46M | 0.0% | N/A | 28.136% | |
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| 2/17/2025 | Benjamin Edwards Inc. | 38,208 | $1.32M | 0.0% | N/A | 25.472% | |
| 2/14/2025 | Jane Street Group LLC | 18,042 | $623K | 0.0% | N/A | 12.028% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 6,116 | $211K | 0.0% | +84.3% | 4.077% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 9,413 | $337K | 0.0% | N/A | 6.275% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 491,376 | $16.97M | 0.0% | N/A | 327.580% | |
| 2/13/2025 | Smith Moore & CO. | 21,650 | $748K | 0.1% | +31.5% | 14.433% | |
| 2/12/2025 | OneAscent Financial Services LLC | 28,869 | $997K | 0.1% | N/A | 19.246% | |
| 2/12/2025 | Maridea Wealth Management LLC | 9,290 | $321K | 0.1% | N/A | 6.193% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 41,706 | $1.44M | 0.0% | N/A | 27.804% | |
| 2/11/2025 | LPL Financial LLC | 81,800 | $2.83M | 0.0% | N/A | 54.533% | |
| 2/10/2025 | Harbour Investments Inc. | 8,754 | $302K | 0.0% | N/A | 5.836% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 40,523 | $1.40M | 0.0% | N/A | 27.015% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 7,001 | $242K | 0.0% | N/A | 4.667% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 15,693 | $542K | 0.0% | N/A | 10.462% | |
| 2/6/2025 | Atria Investments Inc | 40,112 | $1.39M | 0.0% | N/A | 26.741% | |
| 2/6/2025 | Assetmark Inc. | 159,355 | $5.50M | 0.0% | N/A | 106.235% | |
| 2/6/2025 | Gentry Private Wealth LLC | 54,003 | $1.87M | 7.8% | N/A | 36.002% | |
| 2/4/2025 | Bank of New York Mellon Corp | 60,562 | $2.09M | 0.0% | N/A | 40.374% | |
| 2/4/2025 | World Equity Group Inc. | 26,261 | $907K | 0.2% | +144.0% | 17.507% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 6,943 | $240K | 0.0% | N/A | 4.629% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 24,865 | $859K | 0.0% | N/A | 16.576% | |
| 1/31/2025 | Sanctuary Advisors LLC | 15,642 | $560K | 0.0% | N/A | 10.428% | |
| 1/30/2025 | Principal Securities Inc. | 4,418 | $153K | 0.0% | N/A | 2.945% | |
| 1/30/2025 | Manchester Financial Inc. | 86,888 | $3M | 0.7% | +323.9% | 57.925% | |
| 1/24/2025 | DAVENPORT & Co LLC | 14,287 | $493K | 0.0% | -21.3% | 9.525% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 24,251 | $837K | 0.0% | N/A | 16.167% | |
| 1/14/2025 | Park Avenue Securities LLC | 26,839 | $927K | 0.0% | N/A | 17.892% | |
| 1/13/2025 | Boyce & Associates Wealth Consulting Inc. | 37,449 | $1.29M | 1.3% | +63.9% | 24.966% | |
| 10/30/2024 | World Equity Group Inc. | 10,763 | $367K | 0.1% | N/A | 7.175% | |
| 10/24/2024 | Manchester Financial Inc. | 20,498 | $699K | 0.2% | N/A | 13.665% | |
| 10/11/2024 | VitalStone Financial LLC | 11,957 | $408K | 0.3% | -24.7% | 7.971% | |
| 10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 20,124 | $687K | 0.2% | -35.0% | 13.416% | |
| 10/8/2024 | Boyce & Associates Wealth Consulting Inc. | 22,846 | $780K | 0.8% | +13.5% | 15.230% | |
| 8/8/2024 | VitalStone Financial LLC | 15,873 | $502K | 0.4% | N/A | 10.582% | |
| 7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 30,945 | $978K | 0.3% | N/A | 20.630% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 24,290 | $600K | 0.0% | +31.1% | 12.145% | |
| 5/9/2023 | Tower Research Capital LLC TRC | 32,002 | $769K | 0.0% | -2.1% | 16.001% | |
| 11/10/2022 | Tower Research Capital LLC TRC | 36,718 | $787K | 0.0% | +8.6% | 18.359% | |
| 8/12/2022 | Smith Moore & CO. | 10,610 | $239K | 0.0% | -6.3% | 5.305% | |
| 5/12/2022 | Smith Moore & CO. | 11,325 | $302K | 0.0% | -5.2% | 5.663% | |
| 5/2/2022 | FSB Premier Wealth Management Inc. | 13,104 | $335K | 0.2% | -54.4% | 6.552% | |
| 4/14/2022 | FSB Premier Wealth Management Inc. | 13,700 | $365K | 0.2% | -52.3% | 9.133% | |
| 2/8/2022 | Smith Moore & CO. | 11,951 | $336K | 0.0% | +33.1% | 7.967% | |
| 2/3/2022 | FSB Premier Wealth Management Inc. | 28,744 | $807K | 0.3% | N/A | 19.163% | |
| 10/22/2021 | Spire Wealth Management | 5,660 | $143K | 0.0% | N/A | 3.773% | |
| 8/11/2021 | Commonwealth Equity Services LLC | 8,942 | $227K | 0.0% | N/A | 5.961% | |
| 5/10/2021 | Strategic Blueprint LLC | 14,217 | $339K | 0.1% | N/A | 4.739% | |
