| 8/6/2025 | Wedbush Securities Inc. | 32,635 | $851K | 0.0% | +1.6% | 0.117% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 367,896 | $9.60M | 0.1% | +128.9% | 1.316% | |
| 8/6/2025 | Souders Financial Advisors | 29,166 | $761K | 0.1% | +15.3% | 0.104% | |
| 8/4/2025 | Assetmark Inc. | 113,700 | $2.97M | 0.0% | +54.1% | 0.407% | |
| 8/1/2025 | GWN Securities Inc. | 20,199 | $527K | 0.1% | +152.9% | 0.072% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,706,930 | $44.52M | 0.0% | +8.2% | 6.105% | |
| 7/31/2025 | VestGen Investment Management | 9,243 | $241K | 0.2% | N/A | 0.033% | |
| 7/30/2025 | D.A. Davidson & CO. | 24,555 | $640K | 0.0% | +24.3% | 0.088% | |
| 7/30/2025 | Smith Thornton Advisors LLC | 58,890 | $1.54M | 0.9% | +8.1% | 0.211% | |
| 7/29/2025 | Stephens Inc. AR | 11,995 | $313K | 0.0% | -72.6% | 0.043% | |
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| 7/29/2025 | Uhlmann Price Securities LLC | 16,213 | $423K | 0.3% | +7.5% | 0.058% | |
| 7/29/2025 | International Assets Investment Management LLC | 15,700 | $409K | 0.0% | +32.8% | 0.056% | |
| 7/29/2025 | Cottonwood Capital Advisors LLC | 62,631 | $1.63M | 1.1% | +53.4% | 0.224% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 8,038 | $210K | 0.0% | N/A | 0.029% | |
| 7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 65,227 | $1.70M | 0.7% | +74.1% | 0.233% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 27,424 | $715K | 0.0% | -39.8% | 0.098% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 61,453 | $1.60M | 0.0% | -20.7% | 0.220% | |
| 7/24/2025 | Financial Connections Group Inc. | 168,237 | $4.39M | 1.8% | +28.5% | 0.602% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 42,259 | $1.10M | 0.1% | +4.8% | 0.151% | |
| 7/22/2025 | PUREfi Wealth LLC | 431,489 | $11.25M | 9.0% | -6.2% | 1.543% | |
| 7/22/2025 | Simplicity Wealth LLC | 86,208 | $2.25M | 0.1% | +234.5% | 0.308% | |
| 7/22/2025 | Oak Hill Wealth Advisors LLC | 18,434 | $481K | 0.1% | -23.4% | 0.066% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,745 | $72K | 0.0% | N/A | 0.010% | |
| 7/18/2025 | Truist Financial Corp | 95,039 | $2.48M | 0.0% | +6.1% | 0.340% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 73,857 | $1.93M | 0.0% | -17.7% | 0.266% | |
| 7/15/2025 | Hartmann Taylor Wealth Management LLC | 120,082 | $3.13M | 2.6% | +34.8% | 0.432% | |
| 7/14/2025 | AdvisorNet Financial Inc | 4,100 | $107K | 0.0% | -11.8% | 0.015% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 157,096 | $4.10M | 0.0% | -1.5% | 0.572% | |
| 7/7/2025 | Peterson Wealth Advisors LLC | 11,009 | $287K | 0.0% | -9.7% | 0.040% | |
| 7/3/2025 | TrueWealth Advisors LLC | 14,116 | $368K | 0.1% | -15.3% | 0.052% | |
| 5/27/2025 | Jacobi Capital Management LLC | 31,637 | $823K | 0.1% | +44.6% | 0.123% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 29,867 | $777K | 0.0% | N/A | 0.118% | |
| 5/19/2025 | Jane Street Group LLC | 117,653 | $3.06M | 0.0% | +327.9% | 0.466% | |
| 5/15/2025 | Royal Bank of Canada | 139,130 | $3.62M | 0.0% | +31.5% | 0.551% | |
| 5/15/2025 | Betterment LLC | 235,443 | $6.12M | 0.0% | +2.0% | 0.932% | |
| 5/15/2025 | Baird Financial Group Inc. | 9,300 | $242K | 0.0% | N/A | 0.037% | |
| 5/15/2025 | OLD Mission Capital LLC | 53,024 | $1.38M | 0.0% | +86.8% | 0.210% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 55,731 | $1.45M | 0.0% | N/A | 0.221% | |
| 5/14/2025 | Kestra Advisory Services LLC | 60,595 | $1.58M | 0.0% | +43.4% | 0.240% | |
| 5/13/2025 | Elequin Capital LP | 34,747 | $904K | 0.1% | N/A | 0.138% | |
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| 5/13/2025 | Vestmark Advisory Solutions Inc. | 160,723 | $4.18M | 0.1% | +6.3% | 0.636% | |
| 5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 37,460 | $974K | 0.4% | +11.9% | 0.148% | |
| 5/12/2025 | Benjamin Edwards Inc. | 29,843 | $776K | 0.0% | +3.5% | 0.118% | |
| 5/9/2025 | Financial Connections Group Inc. | 130,941 | $3.41M | 1.5% | +517.3% | 0.518% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 45,534 | $1.19M | 0.0% | +17.6% | 0.180% | |
| 5/9/2025 | Beta Wealth Group Inc. | 231,485 | $6.02M | 2.2% | -0.2% | 0.916% | |
| 5/8/2025 | Harbour Investments Inc. | 16,831 | $438K | 0.0% | -37.4% | 0.067% | |
| 5/7/2025 | Richards Merrill & Peterson Inc. | 18,900 | $492K | 0.3% | +278.0% | 0.075% | |
| 5/7/2025 | LPL Financial LLC | 801,441 | $20.85M | 0.0% | +27.9% | 3.173% | |
| 5/7/2025 | First Heartland Consultants Inc. | 11,284 | $294K | 0.0% | N/A | 0.045% | |
| 5/6/2025 | Assetmark Inc. | 73,775 | $1.92M | 0.0% | +2.3% | 0.292% | |
| 5/6/2025 | Cetera Investment Advisers | 377,767 | $9.83M | 0.0% | +15.8% | 1.496% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 14,497 | $377K | 0.0% | +39.7% | 0.057% | |
| 5/6/2025 | Wedbush Securities Inc. | 32,119 | $835K | 0.0% | +1.9% | 0.127% | |
| 5/5/2025 | Souders Financial Advisors | 25,300 | $658K | 0.1% | +153.8% | 0.100% | |
| 5/5/2025 | Private Advisor Group LLC | 130,020 | $3.38M | 0.0% | +1.9% | 0.515% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 18,127 | $471K | 0.0% | +1,141.6% | 0.072% | |
| 5/1/2025 | Smith Thornton Advisors LLC | 54,490 | $1.42M | 0.9% | +11.2% | 0.216% | |
| 5/1/2025 | Stephens Inc. AR | 43,855 | $1.14M | 0.0% | -2.1% | 0.174% | |
| 4/30/2025 | Cerity Partners LLC | 10,000 | $260K | 0.0% | N/A | 0.041% | |
| 4/30/2025 | Lakeside Advisors INC. | 9,500 | $247K | 0.2% | N/A | 0.039% | |
| 4/30/2025 | Peterson Wealth Advisors LLC | 12,187 | $316K | 0.1% | +3.5% | 0.050% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,577,626 | $41.03M | 0.0% | +7.5% | 6.413% | |
| 4/28/2025 | D.A. Davidson & CO. | 19,755 | $514K | 0.0% | +2.9% | 0.080% | |
| 4/28/2025 | First Horizon Advisors Inc. | 2,581 | $67K | 0.0% | +1,134.9% | 0.010% | |
| 4/24/2025 | Hartmann Taylor Wealth Management LLC | 89,092 | $2.32M | 2.1% | N/A | 0.362% | |
| 4/23/2025 | Cottonwood Capital Advisors LLC | 40,821 | $1.06M | 0.8% | N/A | 0.166% | |
| 4/23/2025 | Oak Hill Wealth Advisors LLC | 24,072 | $626K | 0.1% | +90.7% | 0.098% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 1,154 | $30K | 0.0% | N/A | 0.005% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 77,482 | $2.02M | 0.0% | -11.0% | 0.315% | |
| 4/21/2025 | PUREfi Wealth LLC | 460,022 | $11.97M | 12.0% | -2.1% | 1.870% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 89,745 | $2.33M | 0.0% | +3.9% | 0.365% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 159,487 | $4.15M | 0.0% | +2.4% | 0.648% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 1,950 | $51K | 0.0% | N/A | 0.008% | |
| 4/15/2025 | Simplicity Wealth LLC | 25,769 | $670K | 0.1% | N/A | 0.105% | |
| 4/9/2025 | NBC Securities Inc. | 1,313 | $34K | 0.0% | +131,200.0% | 0.005% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 155,817 | $4.05M | 0.0% | +167.7% | 0.662% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 14,195 | $368K | 0.1% | N/A | 0.060% | |
| 2/17/2025 | Cetera Investment Advisers | 326,325 | $8.48M | 0.0% | N/A | 16.316% | |
| 2/17/2025 | Captrust Financial Advisors | 344,172 | $8.94M | 0.0% | +1,853.2% | 17.209% | |
| 2/17/2025 | Benjamin Edwards Inc. | 28,839 | $749K | 0.0% | -6.0% | 1.442% | |
| 2/14/2025 | Jane Street Group LLC | 27,496 | $714K | 0.0% | -61.2% | 1.375% | |
| 2/14/2025 | Betterment LLC | 230,860 | $6.00M | 0.0% | N/A | 11.543% | |
| 2/14/2025 | Capital Analysts LLC | 9,795 | $254K | 0.0% | N/A | 0.490% | |
| 2/14/2025 | MML Investors Services LLC | 220,008 | $5.71M | 0.0% | +13.5% | 11.000% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 20,537 | $534K | 0.0% | -2.0% | 1.027% | |
| 2/14/2025 | Capital Group Private Client Services Inc. | 107,202 | $2.78M | 0.0% | +264.5% | 5.360% | |
| 2/14/2025 | Capital International Investors | 12,216,565 | $317.26M | 0.1% | +1.5% | 610.828% | |
| 2/13/2025 | Raymond James Financial Inc. | 16,218 | $421K | 0.0% | N/A | 0.811% | |
| 2/13/2025 | Wedbush Securities Inc. | 31,535 | $819K | 0.0% | +116.8% | 1.577% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 1,467,789 | $38.12M | 0.0% | +37.0% | 73.389% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 11,569 | $300K | 0.0% | N/A | 0.578% | |
| 2/12/2025 | OLD Mission Capital LLC | 28,381 | $737K | 0.0% | N/A | 1.419% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 83,060 | $2.16M | 0.0% | +12.3% | 4.153% | |
| 2/11/2025 | LPL Financial LLC | 626,616 | $16.27M | 0.0% | +488.8% | 31.331% | |
| 2/10/2025 | Harbour Investments Inc. | 26,902 | $699K | 0.0% | N/A | 1.345% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 87,085 | $2.26M | 0.0% | +6.8% | 4.354% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 111,655 | $2.90M | 0.0% | +21.1% | 5.583% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 10,380 | $270K | 0.0% | +8.1% | 0.519% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 41,465 | $1.08M | 0.1% | -4.2% | 2.073% | |
