| 4/27/2026 | Private Advisor Group LLC | 52,345 | $1.17M | 0.0% | -13.7% | 2.908% | |
| 2/12/2026 | Jane Street Group LLC | 26,690 | $604K | 0.0% | +97.1% | 1.443% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 24,083 | $545K | 0.0% | -6.1% | 1.302% | |
| 2/11/2026 | LPL Financial LLC | 691,767 | $15.64M | 0.0% | -12.7% | 37.393% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 12,122 | $274K | 0.0% | +29.5% | 0.655% | |
| 2/9/2026 | Harbour Investments Inc. | 3,268 | $74K | 0.0% | -47.8% | 0.177% | |
| 11/17/2025 | Susquehanna International Group LLP | 37,013 | $841K | 0.0% | -25.7% | 1.898% | |
| 11/17/2025 | Citadel Advisors LLC | 126,595 | $2.88M | 0.0% | +657.0% | 6.492% | |
| 11/14/2025 | Redwood Investment Management LLC | 507,719 | $11.53M | 1.2% | -4.4% | 26.037% | |
| 11/13/2025 | UBS Group AG | 47,052 | $1.07M | 0.0% | +18.5% | 2.413% | |
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| 11/13/2025 | Private Advisor Group LLC | 62,193 | $1.41M | 0.0% | -30.0% | 3.189% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 16,949 | $385K | 0.0% | -31.0% | 0.869% | |
| 8/20/2025 | Coppell Advisory Solutions LLC | 10,259 | $231K | 0.0% | -30.6% | 0.456% | |
| 8/15/2025 | Redwood Investment Management LLC | 531,007 | $12.02M | 1.2% | -4.3% | 23.600% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 25,947 | $587K | 0.0% | -2.4% | 1.153% | |
| 8/14/2025 | Jane Street Group LLC | 33,085 | $749K | 0.0% | -69.8% | 1.470% | |
| 8/12/2025 | JPMorgan Chase & Co. | 10,204 | $231K | 0.0% | N/A | 0.454% | |
| 8/8/2025 | Good Life Advisors LLC | 25,964 | $588K | 0.0% | -5.3% | 1.154% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 16,005 | $362K | 0.0% | -8.5% | 0.711% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 38,727 | $876K | 0.0% | -60.0% | 1.721% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 41,881 | $948K | 0.0% | -58.2% | 1.861% | |
| 5/19/2025 | Jane Street Group LLC | 109,647 | $2.47M | 0.0% | N/A | 4.475% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 14,788 | $333K | 0.0% | -31.5% | 0.604% | |
| 5/14/2025 | Redwood Investment Management LLC | 555,153 | $12.49M | 1.4% | -32.7% | 22.659% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 96,923 | $2.19M | 0.0% | -4.7% | 3.956% | |
| 5/7/2025 | LPL Financial LLC | 902,279 | $20.31M | 0.0% | -4.1% | 36.828% | |
| 5/5/2025 | Private Advisor Group LLC | 128,186 | $2.89M | 0.0% | -9.9% | 5.232% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 17,499 | $394K | 0.0% | -26.0% | 0.714% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 100,079 | $2.25M | 0.0% | -4.9% | 4.003% | |
| 2/17/2025 | Redwood Investment Management LLC | 825,183 | $18.53M | 1.8% | -2.8% | 25.390% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 21,604 | $485K | 0.1% | -11.4% | 0.665% | |
| 2/13/2025 | Mariner LLC | 65,055 | $1.46M | 0.0% | -0.9% | 2.002% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 23,656 | $531K | 0.0% | -12.7% | 0.728% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 79,301 | $1.78M | 0.2% | -6.1% | 2.440% | |
| 2/11/2025 | LPL Financial LLC | 941,194 | $21.14M | 0.0% | -0.7% | 28.960% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 105,231 | $2.36M | 0.0% | -8.0% | 3.238% | |
| 2/3/2025 | Private Advisor Group LLC | 142,329 | $3.20M | 0.0% | +11.3% | 4.379% | |
| 2/3/2025 | Good Life Advisors LLC | 26,606 | $598K | 0.0% | -2.1% | 0.819% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 101,729 | $2.29M | 0.0% | -8.0% | 3.130% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 27,937 | $627K | 0.0% | -6.3% | 0.860% | |
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| 11/15/2024 | Jane Street Group LLC | 113,111 | $2.59M | 0.0% | +246.6% | 3.480% | |
| 11/15/2024 | Redwood Investment Management LLC | 849,053 | $19.46M | 1.7% | -6.5% | 26.125% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 36,578 | $839K | 0.0% | +38.3% | 1.125% | |
| 11/5/2024 | Harbour Investments Inc. | 9,075 | $208K | 0.0% | -6.3% | 0.279% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 29,804 | $683K | 0.0% | -6.0% | 0.917% | |
| 8/10/2024 | Perennial Investment Advisors LLC | 108,444 | $2.43M | 0.3% | -17.1% | 3.337% | |
| 8/5/2024 | Private Advisor Group LLC | 127,925 | $2.87M | 0.0% | +3.4% | 3.936% | |
| 7/26/2024 | Harbour Investments Inc. | 9,683 | $217K | 0.0% | -9.3% | 0.298% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 116,021 | $2.62M | 0.0% | -1.7% | 3.570% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 120,151 | $2.70M | 0.0% | -3.8% | 3.697% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 26,450 | $594K | 0.0% | N/A | 0.814% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 22,092 | $498K | 0.1% | N/A | 0.680% | |
| 5/16/2024 | Redwood Investment Management LLC | 723,311 | $16.31M | 1.6% | -30.0% | 22.256% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 124,846 | $2.82M | 0.0% | -5.7% | 3.841% | |
| 4/30/2024 | Private Advisor Group LLC | 123,706 | $2.79M | 0.0% | +1.8% | 3.806% | |
| 2/14/2024 | Redwood Investment Management LLC | 1,033,972 | $23.41M | 2.1% | -1.2% | 21.541% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 40,716 | $923K | 0.1% | -18.9% | 0.848% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 132,345 | $3M | 0.0% | -5.1% | 2.757% | |
| 2/6/2024 | Private Advisor Group LLC | 121,521 | $2.76M | 0.0% | +2.4% | 2.532% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 127,474 | $2.89M | 0.0% | -5.1% | 2.656% | |
| 11/16/2023 | Harbour Investments Inc. | 12,625 | $275K | 0.0% | -27.4% | 0.263% | |
| 11/13/2023 | Mariner LLC | 55,129 | $1.20M | 0.0% | -3.4% | 1.149% | |
| 11/13/2023 | LPL Financial LLC | 851,074 | $18.54M | 0.0% | +24.8% | 17.731% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 139,426 | $3.04M | 0.0% | N/A | 2.905% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 134,305 | $2.93M | 0.0% | -8.6% | 2.798% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 125,548 | $2.74M | 0.0% | -25.5% | 2.616% | |
| 11/3/2023 | Private Advisor Group LLC | 118,678 | $2.59M | 0.0% | -16.9% | 2.472% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 21,902 | $477K | 0.0% | +2.5% | 0.456% | |
| 8/17/2023 | Coppell Advisory Solutions LLC | 35,155 | $785K | 0.2% | +18.7% | 0.732% | |
| 8/14/2023 | Perennial Investment Advisors LLC | 184,572 | $4.14M | 0.7% | -1.4% | 3.845% | |
| 8/14/2023 | Bleakley Financial Group LLC | 55,396 | $1.24M | 0.0% | -13.3% | 1.154% | |
| 8/10/2023 | Private Advisor Group LLC | 142,767 | $3.20M | 0.0% | +6.6% | 2.974% | |
| 8/10/2023 | Cetera Investment Advisers | 37,382 | $837K | 0.0% | +3.3% | 0.779% | |
| 8/8/2023 | Claro Advisors LLC | 11,948 | $268K | 0.1% | -14.9% | 0.249% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 745,590 | $16.70M | 0.0% | -1.2% | 15.864% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 146,909 | $3.29M | 0.0% | +3.5% | 3.126% | |
| 7/31/2023 | LPL Financial LLC | 682,114 | $15.28M | 0.0% | -2.0% | 14.513% | |
| 7/26/2023 | Simplicity Solutions LLC | 55,396 | $1.24M | 0.0% | -13.3% | 1.179% | |
| 7/14/2023 | Financial Designs Corp | 560,620 | $12.56M | 9.2% | -2.4% | 11.928% | |
| 7/11/2023 | Good Life Advisors LLC | 30,232 | $677K | 0.1% | +9.0% | 0.643% | |
| 5/12/2023 | Perennial Investment Advisors LLC | 187,285 | $4.22M | 0.8% | N/A | 4.162% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 754,560 | $17.01M | 0.0% | -0.7% | 16.768% | |
| 5/10/2023 | Private Advisor Group LLC | 133,969 | $3.02M | 0.0% | N/A | 2.977% | |
| 5/10/2023 | LPL Financial LLC | 696,251 | $15.69M | 0.0% | +44.6% | 15.472% | |
| 5/8/2023 | Global Retirement Partners LLC | 7,639 | $172K | 0.0% | +32.7% | 0.170% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 186,487 | $4.20M | 0.1% | -15.7% | 4.144% | |
| 4/27/2023 | Financial Designs Corp | 574,224 | $12.94M | 9.7% | -2.5% | 12.761% | |
| 4/27/2023 | Simplicity Solutions LLC | 63,907 | $1.44M | 0.0% | N/A | 1.420% | |
| 4/17/2023 | Claro Advisors LLC | 14,046 | $317K | 0.1% | N/A | 0.312% | |
| 2/17/2023 | Coppell Advisory Solutions Corp. | 29,127 | $643K | 0.2% | N/A | 0.647% | |
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| 2/13/2023 | Ford Financial Group LLC | 184,485 | $4.07M | 1.6% | +3.3% | 4.100% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 141,906 | $3.13M | 0.0% | +11.9% | 3.153% | |
| 2/10/2023 | Good Life Advisors LLC | 28,029 | $619K | 0.1% | N/A | 0.623% | |
| 2/7/2023 | Bleakley Financial Group LLC | 69,372 | $1.53M | 0.1% | N/A | 1.542% | |
| 2/7/2023 | LPL Financial LLC | 481,381 | $10.63M | 0.0% | +49.8% | 10.697% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 759,814 | $16.77M | 0.0% | +2.6% | 16.885% | |
| 2/1/2023 | Gladstone Institutional Advisory LLC | 44,338 | $979K | 0.1% | -1.1% | 0.985% | |
| 1/18/2023 | Private Advisor Group LLC | 116,728 | $2.58M | 0.0% | +39.6% | 2.594% | |
| 11/14/2022 | Redwood Investment Management LLC | 843,450 | $18.31M | 3.8% | -0.9% | 20.082% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 740,496 | $16.08M | 0.0% | +5.3% | 17.631% | |