| 5/27/2026 | Security Financial Services INC. | 16,664 | $421K | 0.1% | +23.7% | 0.179% | |
| 5/21/2026 | J. Derek Lewis & Associates Inc. | 8,270 | $209K | 0.0% | N/A | 0.089% | |
| 5/18/2026 | Royal Bank of Canada | 108,697 | $2.74M | 0.0% | +8.2% | 1.169% | |
| 5/14/2026 | Sei Investments Co. | 89,348 | $2.26M | 0.0% | +29.8% | 0.961% | |
| 5/13/2026 | Cetera Investment Advisers | 86,450 | $2.18M | 0.0% | +80.0% | 0.930% | |
| 5/6/2026 | Assetmark Inc. | 110,827 | $2.80M | 0.0% | +43.7% | 1.192% | |
| 5/5/2026 | D.A. Davidson & CO. | 23,561 | $595K | 0.0% | N/A | 0.253% | |
| 5/5/2026 | Bank of New York Mellon Corp | 11,761 | $297K | 0.0% | N/A | 0.126% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 4,781 | $121K | 0.0% | +100.2% | 0.051% | |
| 5/5/2026 | Sigma Planning Corp | 62,208 | $1.57M | 0.0% | +16.8% | 0.669% | |
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| 5/2/2026 | Diversify Wealth Management LLC | 10,398 | $262K | 0.0% | N/A | 0.112% | |
| 5/2/2026 | Valmark Advisers Inc. | 59,489 | $1.50M | 0.0% | +46.3% | 0.640% | |
| 5/1/2026 | Fifth Third Bancorp | 8,389 | $212K | 0.0% | N/A | 0.094% | |
| 4/30/2026 | Kestra Advisory Services LLC | 22,226 | $561K | 0.0% | +72.6% | 0.250% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 11,884 | $300K | 0.0% | +14.5% | 0.134% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 257,602 | $6.50M | 0.0% | +92.4% | 2.894% | |
| 4/20/2026 | RFG Advisory LLC | 17,655 | $446K | 0.0% | +9.9% | 0.198% | |
| 2/18/2026 | OLD Mission Capital LLC | 16,081 | $408K | 0.0% | N/A | 0.247% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 41,690 | $1.06M | 0.1% | +37.2% | 0.641% | |
| 2/17/2026 | Cetera Investment Advisers | 48,021 | $1.22M | 0.0% | +149.4% | 0.739% | |
| 2/17/2026 | Osaic Holdings Inc. | 77,498 | $1.97M | 0.0% | +61.9% | 1.192% | |
| 2/17/2026 | &PARTNERS | 13,900 | $352K | 0.0% | -8.5% | 0.214% | |
| 2/17/2026 | Royal Bank of Canada | 100,422 | $2.55M | 0.0% | +12.1% | 1.545% | |
| 2/16/2026 | MML Investors Services LLC | 32,776 | $831K | 0.0% | +58.0% | 0.504% | |
| 2/16/2026 | Mariner LLC | 7,887 | $200K | 0.0% | N/A | 0.121% | |
| 2/13/2026 | Kestra Advisory Services LLC | 12,879 | $327K | 0.0% | N/A | 0.198% | |
| 2/13/2026 | Wells Fargo & Company MN | 975,099 | $24.73M | 0.0% | +429.5% | 15.002% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 524,902 | $13.31M | 0.1% | -1.1% | 8.075% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 92,793 | $2.35M | 0.0% | +44.1% | 1.428% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 133,913 | $3.40M | 0.0% | +116.6% | 2.060% | |
| 2/11/2026 | Capital International Investors | 90,315 | $2.29M | 0.0% | -73.1% | 1.389% | |
| 2/9/2026 | Kestra Investment Management LLC | 314,847 | $7.99M | 0.2% | N/A | 4.844% | |
| 2/9/2026 | Harbour Investments Inc. | 35,300 | $895K | 0.0% | +52.5% | 0.543% | |
| 2/6/2026 | Cullen Frost Bankers Inc. | 13,063 | $331K | 0.0% | +72.9% | 0.201% | |
| 2/6/2026 | HighTower Advisors LLC | 369,713 | $9.38M | 0.0% | N/A | 5.688% | |
| 2/3/2026 | Koshinski Asset Management Inc. | 10,383 | $263K | 0.0% | N/A | 0.162% | |
| 2/2/2026 | Benjamin Edwards Inc. | 60,388 | $1.53M | 0.0% | +227.1% | 0.944% | |
| 2/2/2026 | Composition Wealth LLC | 1,398,038 | $35.45M | 0.5% | N/A | 21.844% | |
| 1/30/2026 | Sigma Planning Corp | 53,274 | $1.35M | 0.0% | N/A | 0.859% | |
| 1/29/2026 | Comerica Bank | 1,750 | $44K | 0.0% | N/A | 0.028% | |
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| 1/28/2026 | Geneos Wealth Management Inc. | 2,388 | $61K | 0.0% | N/A | 0.039% | |
| 1/27/2026 | PFG Advisors | 9,333 | $237K | 0.0% | N/A | 0.151% | |
| 1/27/2026 | Security Financial Services INC. | 13,471 | $342K | 0.1% | +13.6% | 0.217% | |
| 1/26/2026 | Merit Financial Group LLC | 348,189 | $8.83M | 0.1% | +6.3% | 5.616% | |
| 1/26/2026 | Marion Wealth Management | 10,672 | $272K | 0.1% | N/A | 0.172% | |
| 1/26/2026 | Valmark Advisers Inc. | 40,669 | $1.03M | 0.0% | +155.5% | 0.656% | |
| 1/23/2026 | Assetmark Inc. | 77,133 | $1.96M | 0.0% | +97.6% | 1.244% | |
| 1/16/2026 | Tempus Wealth Planning LLC | 27,863 | $707K | 0.2% | +38.0% | 0.449% | |
| 1/15/2026 | Brookstone Capital Management | 10,010 | $254K | 0.0% | -30.9% | 0.161% | |
| 1/14/2026 | ORG Partners LLC | 16,683 | $423K | 0.1% | +49.0% | 0.269% | |
| 1/9/2026 | Peterson Wealth Advisors LLC | 12,947 | $328K | 0.0% | -22.3% | 0.219% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 18,487 | $469K | 0.0% | N/A | 0.313% | |
| 11/13/2025 | Sei Investments Co. | 42,720 | $1.09M | 0.0% | +128.2% | 1.424% | |
| 11/13/2025 | Capital International Investors | 336,306 | $8.54M | 0.0% | -77.2% | 11.210% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 530,809 | $13.48M | 0.1% | N/A | 17.694% | |
| 11/6/2025 | Assetmark Inc. | 39,043 | $991K | 0.0% | +599.7% | 1.301% | |
| 11/6/2025 | Tempus Wealth Planning LLC | 20,191 | $513K | 0.1% | N/A | 0.673% | |
| 11/6/2025 | RFG Advisory LLC | 16,028 | $407K | 0.0% | +53.4% | 0.534% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 148,933 | $3.78M | 0.0% | +116.0% | 4.964% | |
| 10/31/2025 | Cullen Frost Bankers Inc. | 7,555 | $192K | 0.0% | +255.5% | 0.252% | |
| 10/24/2025 | ORG Partners LLC | 11,195 | $284K | 0.1% | +52.9% | 0.386% | |
| 10/24/2025 | Valmark Advisers Inc. | 15,919 | $404K | 0.0% | +62.5% | 0.549% | |
| 10/23/2025 | Benjamin Edwards Inc. | 18,461 | $469K | 0.0% | N/A | 0.637% | |
| 10/23/2025 | Strategic Blueprint LLC | 21,124 | $536K | 0.0% | +16.4% | 0.728% | |
| 10/20/2025 | Merit Financial Group LLC | 327,562 | $8.32M | 0.1% | N/A | 10.919% | |
| 10/15/2025 | Brookstone Capital Management | 14,491 | $368K | 0.0% | -8.0% | 0.500% | |
| 10/14/2025 | Security Financial Services INC. | 11,857 | $301K | 0.0% | N/A | 0.409% | |
| 10/9/2025 | Peterson Wealth Advisors LLC | 16,657 | $422K | 0.1% | -17.9% | 0.641% | |
| 9/4/2025 | Osaic Holdings Inc. | 14,105 | $356K | 0.0% | +2,097.0% | 0.705% | |
| 8/14/2025 | Jane Street Group LLC | 17,281 | $436K | 0.0% | N/A | 0.864% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 9,037 | $228K | 0.0% | N/A | 0.452% | |
| 8/14/2025 | Sei Investments Co. | 18,724 | $472K | 0.0% | N/A | 0.936% | |
| 8/4/2025 | Assetmark Inc. | 5,580 | $141K | 0.0% | N/A | 0.282% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 68,950 | $1.74M | 0.0% | +770.6% | 3.482% | |
| 7/30/2025 | Strategic Blueprint LLC | 18,147 | $458K | 0.0% | N/A | 0.917% | |
| 7/30/2025 | Brookstone Capital Management | 15,756 | $398K | 0.0% | +54.9% | 0.796% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 2,125 | $54K | 0.0% | N/A | 0.107% | |
| 7/28/2025 | Harbour Investments Inc. | 9,759 | $246K | 0.0% | +198.3% | 0.493% | |
| 7/28/2025 | RFG Advisory LLC | 10,449 | $264K | 0.0% | N/A | 0.528% | |
| 7/23/2025 | Valmark Advisers Inc. | 9,799 | $247K | 0.0% | N/A | 0.495% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 16,528 | $417K | 0.0% | N/A | 0.835% | |
| 7/16/2025 | ORG Partners LLC | 7,321 | $185K | 0.0% | +1,767.6% | 0.370% | |
| 5/15/2025 | Royal Bank of Canada | 66,930 | $1.70M | 0.0% | +42,260.8% | 3.380% | |
| 5/8/2025 | Harbour Investments Inc. | 3,271 | $83K | 0.0% | N/A | 0.165% | |
| 4/30/2025 | Peterson Wealth Advisors LLC | 20,607 | $528K | 0.1% | -2.2% | 1.041% | |
| 2/14/2025 | Jane Street Group LLC | 14,431 | $365K | 0.0% | -67.4% | 0.000% | |
| 2/14/2025 | Capital International Investors | 1,805,000 | $45.60M | 0.0% | -3.2% | 0.000% | |
| 1/17/2025 | Peterson Wealth Advisors LLC | 21,069 | $533K | 0.1% | N/A | 0.000% | |
| 1/13/2025 | Brookstone Capital Management | 21,368 | $540K | 0.0% | N/A | 0.000% | |
| 11/15/2024 | Jane Street Group LLC | 44,304 | $1.14M | 0.0% | N/A | 0.000% | |
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