| 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% | |
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| 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% | |
| 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% | |
| 2/7/2025 | Oak Hill Wealth Advisors LLC | 12,625 | $328K | 0.1% | N/A | 0.631% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 151,145 | $3.93M | 0.1% | +35.0% | 7.557% | |
| 2/6/2025 | Raymond James Financial Inc. | 16,218 | $421K | 0.0% | N/A | 0.811% | |
| 2/6/2025 | Assetmark Inc. | 72,100 | $1.87M | 0.0% | +12.3% | 3.605% | |
| 2/6/2025 | Souders Financial Advisors | 9,967 | $259K | 0.0% | N/A | 0.498% | |
| 2/6/2025 | Jones Financial Companies Lllp | 13,552 | $352K | 0.0% | +2,610.4% | 0.678% | |
| 2/5/2025 | WR Wealth Planners LLC | 1,133 | $29K | 0.0% | -57.4% | 0.057% | |
| 2/3/2025 | Private Advisor Group LLC | 127,538 | $3.31M | 0.0% | +3.2% | 6.377% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,236 | $32K | 0.0% | +223.6% | 0.062% | |
| 1/31/2025 | Beta Wealth Group Inc. | 231,945 | $6.02M | 2.7% | +0.6% | 11.597% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 38,712 | $1.01M | 0.0% | +29.7% | 1.936% | |
| 1/31/2025 | Truist Financial Corp | 80,521 | $2.09M | 0.0% | +7.8% | 4.026% | |
| 1/30/2025 | Principal Securities Inc. | 52,050 | $1.35M | 0.0% | +2.0% | 2.603% | |
| 1/30/2025 | PUREfi Wealth LLC | 469,934 | $12.20M | 11.9% | N/A | 23.497% | |
| 1/29/2025 | Financial Connections Group Inc. | 21,211 | $550K | 0.3% | N/A | 1.061% | |
| 1/28/2025 | Stephens Inc. AR | 44,805 | $1.16M | 0.0% | +3.3% | 2.240% | |
| 1/27/2025 | Confluence Wealth Services Inc. | 40,341 | $1.05M | 0.1% | +77.0% | 2.017% | |
| 1/17/2025 | Peterson Wealth Advisors LLC | 11,773 | $306K | 0.1% | +9.3% | 0.589% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 86,354 | $2.24M | 0.0% | +4.0% | 4.318% | |
| 1/15/2025 | TrueWealth Advisors LLC | 16,812 | $437K | 0.1% | +18.1% | 0.841% | |
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| 1/14/2025 | Keeler & Nadler Financial Planning & Wealth Management | 33,467 | $869K | 0.4% | +64.4% | 1.673% | |
| 1/13/2025 | AdvisorNet Financial Inc | 4,733 | $123K | 0.0% | +20.5% | 0.237% | |
| 1/8/2025 | International Assets Investment Management LLC | 11,825 | $307K | 0.0% | -96.2% | 0.591% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,317 | $35K | 0.0% | N/A | 0.066% | |
| 11/18/2024 | Continental Investors Services Inc. | 8,336 | $219K | 0.4% | N/A | 0.417% | |
| 11/15/2024 | MML Investors Services LLC | 193,889 | $5.09M | 0.0% | N/A | 9.694% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 73,995 | $1.94M | 0.0% | N/A | 3.700% | |
| 11/15/2024 | Jane Street Group LLC | 70,904 | $1.86M | 0.0% | +225.5% | 3.545% | |
| 11/15/2024 | Benjamin Edwards Inc. | 30,687 | $806K | 0.0% | N/A | 1.534% | |
| 11/14/2024 | Captrust Financial Advisors | 17,621 | $463K | 0.0% | +95.4% | 0.881% | |
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