| 9/23/2026 | Envestnet Asset Management Inc. | 88,972 | $5.25M | 0.0% | -23.0% | 4.044% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 6,270 | $370K | 0.0% | +22.1% | 0.292% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 517 | $30K | 0.0% | N/A | 0.024% | |
| 6/18/2026 | Pacer Advisors Inc. | 309,025 | $16.71M | 0.0% | -0.4% | 13.734% | |
| 5/14/2026 | Modern Wealth Management LLC | 69,422 | $3.80M | 0.1% | -34.7% | 3.085% | |
| 5/13/2026 | Cetera Investment Advisers | 26,136 | $1.41M | 0.0% | -8.3% | 1.162% | |
| 5/6/2026 | Independent Financial Group LLC | 4,765 | $258K | 0.0% | N/A | 0.212% | |
| 5/1/2026 | Fifth Third Bancorp | 700 | $38K | 0.0% | N/A | 0.031% | |
| 4/30/2026 | Kestra Advisory Services LLC | 19,903 | $1.08M | 0.0% | -11.2% | 0.885% | |
| 4/27/2026 | Oxbow Advisors LLC | 61,547 | $3.33M | 0.3% | +151.5% | 2.735% | |
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| 4/21/2026 | Maridea Wealth Management LLC | 15,418 | $833K | 0.1% | +264.1% | 0.670% | |
| 3/2/2026 | Sankala Group LLC | 8,660 | $496K | 0.4% | N/A | 0.394% | |
| 2/24/2026 | Pacer Advisors Inc. | 310,299 | $17.09M | 0.0% | -6.2% | 14.105% | |
| 2/18/2026 | BNB Wealth Management LLC | 60,849 | $3.35M | 2.2% | N/A | 2.766% | |
| 2/17/2026 | Cetera Investment Advisers | 28,512 | $1.57M | 0.0% | -6.3% | 1.296% | |
| 2/17/2026 | Osaic Holdings Inc. | 26,414 | $1.46M | 0.0% | -6.4% | 1.201% | |
| 2/17/2026 | Royal Bank of Canada | 742 | $41K | 0.0% | +48.7% | 0.034% | |
| 2/16/2026 | MML Investors Services LLC | 67,847 | $3.74M | 0.0% | +11.1% | 3.084% | |
| 2/13/2026 | CreativeOne Wealth LLC | 3,724 | $205K | 0.0% | -16.8% | 0.169% | |
| 2/13/2026 | Kestra Advisory Services LLC | 22,421 | $1.24M | 0.0% | +61.8% | 1.019% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 6,855 | $378K | 0.0% | +23.5% | 0.312% | |
| 2/11/2026 | LPL Financial LLC | 238,155 | $13.12M | 0.0% | +16.3% | 10.825% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 38,605 | $2.13M | 0.0% | N/A | 1.755% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 764 | $42K | 0.0% | N/A | 0.035% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 6,483 | $357K | 0.0% | N/A | 0.295% | |
| 2/9/2026 | Harbour Investments Inc. | 20,345 | $1.12M | 0.0% | +15.7% | 0.925% | |
| 2/6/2026 | Northbridge Financial Group LLC | 38,245 | $2.11M | 0.9% | N/A | 1.738% | |
| 2/6/2026 | HighTower Advisors LLC | 23,191 | $1.28M | 0.0% | +29.4% | 1.054% | |
| 2/4/2026 | Pacer Advisors Inc. | 310,299 | $17.09M | 0.0% | -6.2% | 14.105% | |
| 2/4/2026 | Oxbow Advisors LLC | 24,468 | $1.35M | 0.1% | N/A | 1.112% | |
| 1/27/2026 | PFG Advisors | 4,298 | $237K | 0.0% | -17.7% | 0.195% | |
| 1/20/2026 | Savvy Advisors Inc. | 7,085 | $390K | 0.0% | -4.9% | 0.346% | |
| 1/12/2026 | DAVENPORT & Co LLC | 48,400 | $2.67M | 0.0% | +36.9% | 2.361% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 5,931 | $339K | 0.0% | N/A | 0.289% | |
| 11/20/2025 | WBI Investments LLC | 16,136 | $844K | 0.2% | -14.2% | 0.949% | |
| 11/14/2025 | Raymond James Financial Inc. | 56,257 | $2.94M | 0.0% | +48.1% | 3.309% | |
| 11/14/2025 | Two Sigma Investments LP | 8,800 | $461K | 0.0% | N/A | 0.518% | |
| 11/13/2025 | CreativeOne Wealth LLC | 4,476 | $234K | 0.0% | -6.6% | 0.263% | |
| 11/13/2025 | Modern Wealth Management LLC | 126,683 | $6.63M | 0.1% | -17.0% | 7.452% | |
| 11/7/2025 | Maridea Wealth Management LLC | 4,236 | $225K | 0.0% | N/A | 0.249% | |
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| 11/6/2025 | Savvy Advisors Inc. | 7,447 | $390K | 0.0% | -11.8% | 0.438% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 112,283 | $5.88M | 0.0% | +2.6% | 6.605% | |
| 10/22/2025 | New Century Financial Group LLC | 6,148 | $322K | 0.6% | -64.4% | 0.362% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 6,250 | $327K | 0.0% | +14.0% | 0.368% | |
| 10/15/2025 | Pacer Advisors Inc. | 330,911 | $17.32M | 0.0% | -11.5% | 19.465% | |
| 10/15/2025 | DAVENPORT & Co LLC | 35,366 | $1.85M | 0.0% | +127.1% | 2.080% | |
| 9/4/2025 | Osaic Holdings Inc. | 31,528 | $1.55M | 0.0% | +14.7% | 2.034% | |
| 8/15/2025 | MML Investors Services LLC | 67,105 | $3.31M | 0.0% | +5.7% | 4.329% | |
| 8/15/2025 | Modern Wealth Management LLC | 152,576 | $7.52M | 0.2% | -4.1% | 9.844% | |
| 8/14/2025 | Jane Street Group LLC | 31,406 | $1.55M | 0.0% | N/A | 2.026% | |
| 8/14/2025 | Raymond James Financial Inc. | 37,989 | $1.87M | 0.0% | -38.1% | 2.451% | |
| 8/12/2025 | CreativeOne Wealth LLC | 4,793 | $236K | 0.0% | -61.4% | 0.309% | |
| 8/11/2025 | WBI Investments LLC | 18,817 | $927K | 0.2% | -1.9% | 1.176% | |
| 8/8/2025 | Cetera Investment Advisers | 8,310 | $409K | 0.0% | -81.7% | 0.519% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 109,431 | $5.39M | 0.0% | +44.4% | 6.839% | |
| 7/28/2025 | Harbour Investments Inc. | 15,866 | $782K | 0.0% | +228.5% | 0.992% | |
| 7/22/2025 | DAVENPORT & Co LLC | 15,575 | $767K | 0.0% | -30.5% | 0.973% | |
| 7/21/2025 | New Century Financial Group LLC | 17,285 | $851K | 1.0% | N/A | 1.080% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 550 | $27K | 0.0% | N/A | 0.034% | |
| 6/2/2025 | Modern Wealth Management LLC | 159,125 | $6.99M | 0.2% | +0.9% | 9.945% | |
| 5/22/2025 | WBI Investments LLC | 19,190 | $843K | 0.2% | N/A | 1.199% | |
| 5/14/2025 | CreativeOne Wealth LLC | 12,433 | $546K | 0.0% | -2.0% | 0.754% | |
| 5/13/2025 | HighTower Advisors LLC | 15,729 | $691K | 0.0% | +8.4% | 0.953% | |
| 5/12/2025 | Savvy Advisors Inc. | 8,567 | $376K | 0.0% | N/A | 0.519% | |
| 5/8/2025 | Harbour Investments Inc. | 4,830 | $212K | 0.0% | +144.6% | 0.293% | |
| 5/7/2025 | LPL Financial LLC | 152,878 | $6.72M | 0.0% | -2.0% | 9.265% | |
| 5/6/2025 | Pacer Advisors Inc. | 388,993 | $17.09M | 0.0% | -3.0% | 23.575% | |
| 5/6/2025 | Cetera Investment Advisers | 45,290 | $1.99M | 0.0% | +1.8% | 2.745% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 24,516 | $1.08M | 0.0% | +17.7% | 1.486% | |
| 5/6/2025 | PFG Advisors | 5,151 | $226K | 0.0% | N/A | 0.312% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 75,780 | $3.33M | 0.0% | +29.4% | 4.593% | |
| 4/28/2025 | DAVENPORT & Co LLC | 22,404 | $984K | 0.0% | +229.5% | 1.358% | |
| 4/24/2025 | Smart Portfolios LLC | 13,820 | $607K | 0.7% | +1.9% | 0.838% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 10,179 | $447K | 0.0% | -4.4% | 0.617% | |
| 3/4/2025 | Dogwood Wealth Management LLC | 890 | $41K | 0.0% | N/A | 0.054% | |
| 2/17/2025 | Cetera Investment Advisers | 44,492 | $2.06M | 0.0% | -16.5% | 3.869% | |
| 2/14/2025 | Jane Street Group LLC | 18,621 | $863K | 0.0% | -27.6% | 1.619% | |
| 2/14/2025 | MML Investors Services LLC | 57,442 | $2.66M | 0.0% | +5.3% | 4.995% | |
| 2/13/2025 | CreativeOne Wealth LLC | 12,691 | $588K | 0.0% | N/A | 1.104% | |
| 2/13/2025 | Raymond James Financial Inc. | 46,174 | $2.14M | 0.0% | N/A | 4.015% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 58,545 | $2.71M | 0.0% | +5.6% | 5.091% | |
| 2/11/2025 | Modern Wealth Management LLC | 158,805 | $7.75M | 0.3% | -0.6% | 13.809% | |
| 2/11/2025 | LPL Financial LLC | 155,920 | $7.23M | 0.0% | +16.5% | 13.558% | |
| 2/10/2025 | Harbour Investments Inc. | 1,975 | $92K | 0.0% | N/A | 0.172% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 44,837 | $2.08M | 0.0% | +356.7% | 3.899% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 20,827 | $966K | 0.0% | +5.2% | 1.811% | |
| 2/10/2025 | Smart Portfolios LLC | 13,563 | $629K | 0.7% | -1.5% | 1.179% | |
| 2/7/2025 | HighTower Advisors LLC | 14,508 | $673K | 0.0% | -1.7% | 1.262% | |
| 2/6/2025 | Raymond James Financial Inc. | 46,174 | $2.14M | 0.0% | N/A | 4.015% | |
| 1/24/2025 | DAVENPORT & Co LLC | 6,800 | $315K | 0.0% | -6.8% | 0.591% | |
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| 1/22/2025 | Pacer Advisors Inc. | 401,089 | $18.59M | 0.0% | -1.6% | 34.877% | |
| 11/15/2024 | MML Investors Services LLC | 54,541 | $2.51M | 0.0% | +589.2% | 4.743% | |
| 11/15/2024 | Jane Street Group LLC | 25,735 | $1.19M | 0.0% | -27.0% | 2.238% | |
| 11/15/2024 | HighTower Advisors LLC | 14,766 | $678K | 0.0% | +26.0% | 1.284% | |
| 11/12/2024 | Pacer Advisors Inc. | 407,607 | $18.79M | 0.0% | -5.7% | 35.444% | |
| 10/31/2024 | Smart Portfolios LLC | 13,772 | $635K | 0.6% | +1.8% | 1.198% | |
| 8/22/2024 | Cetera Investment Advisers | 48,337 | $2.05M | 0.0% | -8.6% | 4.203% | |
| 8/13/2024 | Pacer Advisors Inc. | 432,407 | $18.35M | 0.0% | -14.2% | 37.601% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 10,164 | $431K | 0.0% | -13.3% | 0.884% | |
| 5/24/2024 | Cetera Advisors LLC | 27,897 | $1.19M | 0.0% | +7.7% | 2.426% | |