| 7/25/2025 | Atria Wealth Solutions Inc. | 8,925 | $254K | 0.0% | -7.6% | 0.288% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 10,701 | $305K | 0.0% | -25.6% | 0.345% | |
| 7/23/2025 | Columbus Macro LLC | 24,847 | $708K | 0.1% | +5.2% | 0.802% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 7,750 | $221K | 0.0% | N/A | 0.250% | |
| 7/18/2025 | Cantor Fitzgerald Investment Advisors L.P. | 574,500 | $16.37M | 1.2% | -1.3% | 18.532% | |
| 7/16/2025 | Legend Financial Advisors Inc. | 174,436 | $4.97M | 3.3% | +1.9% | 5.627% | |
| 5/14/2025 | Legend Financial Advisors Inc. | 171,240 | $4.84M | 3.6% | +6.6% | 5.885% | |
| 5/13/2025 | HighTower Advisors LLC | 104,580 | $2.95M | 0.0% | +10.6% | 3.594% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 9,659 | $273K | 0.0% | +14.4% | 0.332% | |
| 5/8/2025 | Harbour Investments Inc. | 113,576 | $3.21M | 0.1% | +8.6% | 3.903% | |
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| 5/6/2025 | Assetmark Inc. | 25,402 | $717K | 0.0% | -12.3% | 0.873% | |
| 5/6/2025 | Cetera Investment Advisers | 41,658 | $1.18M | 0.0% | +19.1% | 1.432% | |
| 5/6/2025 | Advisors Preferred LLC | 16,466 | $464K | 0.1% | N/A | 0.566% | |
| 5/6/2025 | PFG Advisors | 58,503 | $1.65M | 0.1% | +18.2% | 2.010% | |
| 4/30/2025 | Allworth Financial LP | 3,020 | $85K | 0.0% | -14.9% | 0.104% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 243,034 | $6.86M | 0.0% | +8.7% | 8.352% | |
| 4/29/2025 | World Investment Advisors | 7,394 | $209K | 0.0% | N/A | 0.254% | |
| 4/22/2025 | Cantor Fitzgerald Investment Advisors L.P. | 582,196 | $16.44M | 1.2% | +4.3% | 20.007% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 14,384 | $406K | 0.0% | +7.0% | 0.494% | |
| 4/17/2025 | Columbus Macro LLC | 23,617 | $667K | 0.1% | -6.1% | 0.812% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 38,732 | $1.09M | 0.0% | +158.0% | 1.331% | |
| 2/18/2025 | GTS Securities LLC | 64,678 | $1.78M | 0.1% | N/A | 2.478% | |
| 2/17/2025 | Cetera Investment Advisers | 34,964 | $963K | 0.0% | -2.6% | 1.340% | |
| 2/17/2025 | Bank of America Corp DE | 14,065 | $387K | 0.0% | -13.7% | 0.539% | |
| 2/14/2025 | Jane Street Group LLC | 112,682 | $3.10M | 0.0% | +1,301.2% | 4.317% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 223,513 | $6.15M | 0.0% | -1.5% | 8.564% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 184,278 | $5.07M | 0.0% | +7.2% | 7.060% | |
| 2/11/2025 | LPL Financial LLC | 7,908 | $218K | 0.0% | N/A | 0.303% | |
| 2/10/2025 | Harbour Investments Inc. | 104,630 | $2.88M | 0.1% | +5.2% | 4.009% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 13,446 | $370K | 0.0% | +22.5% | 0.515% | |
| 2/7/2025 | PFG Advisors | 49,483 | $1.36M | 0.1% | +10.5% | 1.896% | |
| 2/7/2025 | HighTower Advisors LLC | 94,524 | $2.60M | 0.0% | +1.4% | 3.622% | |
| 2/6/2025 | Atria Investments Inc | 28,307 | $779K | 0.0% | -5.8% | 1.085% | |
| 2/6/2025 | Assetmark Inc. | 28,972 | $798K | 0.0% | -3.1% | 1.110% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,856 | $161K | 0.0% | +68.2% | 0.224% | |
| 2/5/2025 | Private Trust Co. NA | 1,428 | $39K | 0.0% | -30.0% | 0.055% | |
| 2/5/2025 | New York Life Investment Management LLC | 348,734 | $9.60M | 0.1% | -3.0% | 13.361% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 8,446 | $233K | 0.0% | N/A | 0.324% | |
| 1/28/2025 | Cantor Fitzgerald Investment Advisors L.P. | 557,948 | $15.36M | 1.1% | +3.6% | 21.377% | |
| 1/24/2025 | Columbus Macro LLC | 25,145 | $692K | 0.1% | +77.4% | 0.963% | |
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| 1/21/2025 | Dynamic Advisor Solutions LLC | 15,010 | $413K | 0.0% | +37.4% | 0.575% | |
| 1/16/2025 | Diversify Advisory Services LLC | 62,225 | $1.73M | 0.1% | -1.3% | 2.384% | |
| 1/7/2025 | Legend Financial Advisors Inc. | 160,666 | $4.42M | 3.1% | +2.0% | 6.156% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 171,919 | $4.77M | 0.1% | +3.0% | 6.587% | |
| 11/15/2024 | Jane Street Group LLC | 8,042 | $223K | 0.0% | -96.3% | 0.308% | |
| 11/15/2024 | HighTower Advisors LLC | 93,248 | $2.57M | 0.0% | +1.8% | 3.573% | |
| 11/14/2024 | Captrust Financial Advisors | 44,008 | $1.22M | 0.0% | -7.5% | 1.686% | |
| 11/5/2024 | Harbour Investments Inc. | 99,492 | $2.76M | 0.1% | +28.9% | 3.812% | |
| 11/1/2024 | Atria Investments Inc | 30,045 | $833K | 0.0% | +5.1% | 1.151% | |
| 10/25/2024 | Diversify Advisory Services LLC | 63,026 | $1.76M | 0.1% | +3.7% | 2.415% | |
| 10/25/2024 | Cantor Fitzgerald Investment Advisors L.P. | 538,582 | $14.93M | 1.0% | +20.9% | 20.635% | |
| 10/23/2024 | Allworth Financial LP | 3,208 | $89K | 0.0% | -30.4% | 0.123% | |
| 10/18/2024 | Legend Financial Advisors Inc. | 157,452 | $4.37M | 3.0% | -2.3% | 6.033% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 7,999 | $222K | 0.0% | -10.1% | 0.306% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 10,926 | $303K | 0.0% | N/A | 0.419% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 233,171 | $6.28M | 0.0% | -0.4% | 8.934% | |
| 8/8/2024 | PFG Advisors | 29,734 | $800K | 0.1% | +28.8% | 1.139% | |
| 8/5/2024 | New York Life Investment Management LLC | 302,946 | $8.16M | 0.1% | +48.6% | 11.607% | |
| 7/27/2024 | Legend Financial Advisors Inc. | 161,143 | $4.34M | 3.1% | +5.6% | 6.174% | |
| 7/26/2024 | Harbour Investments Inc. | 77,196 | $2.08M | 0.1% | +0.6% | 2.958% | |
| 7/19/2024 | Cantor Fitzgerald Investment Advisors L.P. | 445,539 | $11.99M | 0.9% | +0.7% | 17.070% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 8,444 | $227K | 0.0% | N/A | 0.324% | |
| 7/12/2024 | Diversify Advisory Services LLC | 60,787 | $1.64M | 0.1% | +2.0% | 2.329% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 165,998 | $4.51M | 0.0% | -3.2% | 6.360% | |
| 5/7/2024 | PFG Advisors | 23,079 | $627K | 0.0% | -1.6% | 0.884% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 9,064 | $246K | 0.0% | -10.5% | 0.328% | |
| 5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 442,385 | $12.02M | 0.9% | -1.4% | 16.028% | |
| 5/1/2024 | Diversify Advisory Services LLC | 59,576 | $1.62M | 0.1% | N/A | 2.159% | |
| 4/17/2024 | Legend Financial Advisors Inc. | 152,643 | $4.15M | 3.0% | +5.3% | 5.531% | |
| 4/13/2024 | Columbus Macro LLC | 14,261 | $388K | 0.1% | +3.0% | 0.508% | |
| 3/29/2024 | Kapitalo Investimentos Ltda | 204,347 | $5.47M | 1.1% | -9.2% | 7.272% | |
| 2/12/2024 | Cantor Fitzgerald Investment Advisors L.P. | 448,467 | $12.00M | 0.9% | N/A | 15.960% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 171,442 | $4.58M | 0.1% | -6.4% | 6.101% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 10,122 | $271K | 0.0% | -6.4% | 0.360% | |
| 2/6/2024 | New York Life Investment Management LLC | 385,861 | $10.32M | 0.1% | +12.6% | 13.732% | |
| 1/31/2024 | Legend Financial Advisors Inc. | 144,894 | $3.88M | 3.1% | -0.7% | 5.156% | |
| 1/24/2024 | Allworth Financial LP | 90,780 | $2.43M | 0.0% | -71.2% | 3.231% | |
| 1/19/2024 | PFG Advisors | 23,460 | $628K | 0.1% | +17.9% | 0.835% | |
| 1/19/2024 | Columbus Macro LLC | 13,844 | $371K | 0.1% | -3.3% | 0.493% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 255,946 | $6.72M | 0.0% | -2.5% | 9.108% | |
| 11/8/2023 | HighTower Advisors LLC | 85,095 | $2.22M | 0.0% | +4.9% | 3.028% | |
| 11/8/2023 | New York Life Investment Management LLC | 342,561 | $8.99M | 0.1% | +105.2% | 12.191% | |
| 11/7/2023 | Advisors Preferred LLC | 4,253 | $111K | 0.0% | N/A | 0.151% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 183,164 | $4.81M | 0.1% | -3.0% | 6.518% | |
| 11/1/2023 | Nwam LLC | 7,647 | $201K | 0.0% | -27.6% | 0.272% | |
| 10/31/2023 | Allworth Financial LP | 315,654 | $8.29M | 0.1% | -5.4% | 11.233% | |
| 10/24/2023 | Bank of New York Mellon Corp | 33,301 | $874K | 0.0% | -3.4% | 1.185% | |
| 10/13/2023 | PFG Advisors | 19,890 | $522K | 0.0% | +23.0% | 0.708% | |
| 8/15/2023 | Cantor Fitzgerald L. P. | 786,413 | $20.03M | 0.5% | -2.4% | 27.986% | |
| 8/10/2023 | Nwam LLC | 10,562 | $269K | 0.0% | -14.1% | 0.376% | |
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| 8/10/2023 | Meitav Investment House Ltd. | 58,550 | $2.62M | 0.0% | N/A | 2.084% | |
| 8/10/2023 | Cetera Investment Advisers | 36,967 | $942K | 0.0% | -1.6% | 1.316% | |
| 8/7/2023 | New York Life Investment Management LLC | 166,930 | $4.25M | 0.0% | N/A | 5.941% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 262,637 | $6.69M | 0.0% | -1.4% | 9.347% | |
| 7/26/2023 | Privium Fund Management B.V. | 62,900 | $1.60M | 0.4% | N/A | 2.599% | |
| 7/24/2023 | Meitav Investment House Ltd. | 58,550 | $2.62M | 0.0% | N/A | 2.419% | |
| 7/21/2023 | Columbus Macro LLC | 14,398 | $369K | 0.1% | -16.8% | 0.595% | |
| 7/18/2023 | Allworth Financial LP | 333,714 | $8.50M | 0.1% | -2.1% | 13.790% | |
| 4/27/2023 | Columbus Macro LLC | 17,306 | $445K | 0.2% | -3.7% | 0.455% | |
| 4/27/2023 | Stratos Wealth Advisors LLC | 8,002 | $203K | 0.0% | N/A | 0.211% | |
