| 5/19/2025 | Jane Street Group LLC | 35,798 | $2.33M | 0.0% | N/A | 0.559% | |
| 5/16/2025 | Ascent Group LLC | 4,727 | $308K | 0.0% | N/A | 0.073% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 34,935 | $2.27M | 0.0% | +827.9% | 0.542% | |
| 5/16/2025 | Kestra Investment Management LLC | 3,415 | $222K | 0.0% | +53.4% | 0.053% | |
| 5/16/2025 | NewEdge Advisors LLC | 12,341 | $803K | 0.0% | +7.8% | 0.191% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 6,919 | $450K | 0.0% | N/A | 0.107% | |
| 5/15/2025 | OLD Mission Capital LLC | 31,610 | $2.06M | 0.0% | N/A | 0.490% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,947 | $127K | 0.0% | +172.7% | 0.030% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 7,676 | $499K | 0.0% | -3.6% | 0.119% | |
| 5/14/2025 | Kestra Advisory Services LLC | 66,274 | $4.31M | 0.0% | +36.1% | 1.028% | |
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| 5/13/2025 | Raymond James Financial Inc. | 118,881 | $7.73M | 0.0% | +14.6% | 1.843% | |
| 5/13/2025 | Prudential PLC | 14,865 | $967K | 0.0% | -39.6% | 0.230% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 12,000 | $781K | 0.1% | N/A | 0.186% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 21,707 | $1.41M | 0.0% | +22.3% | 0.337% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 7,878 | $513K | 0.2% | N/A | 0.122% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 19,624 | $1.28M | 0.0% | +288.8% | 0.304% | |
| 5/7/2025 | LPL Financial LLC | 26,987 | $1.76M | 0.0% | +23.5% | 0.418% | |
| 5/6/2025 | Assetmark Inc. | 3,475 | $226K | 0.0% | N/A | 0.054% | |
| 5/6/2025 | Cetera Investment Advisers | 132,685 | $8.63M | 0.0% | +38.3% | 2.057% | |
| 5/6/2025 | AE Wealth Management LLC | 87,771 | $5.71M | 0.0% | +4.2% | 1.361% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 61,857 | $4.02M | 0.1% | +19.6% | 0.959% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 7,364 | $479K | 0.0% | +168.4% | 0.114% | |
| 4/30/2025 | Cerity Partners LLC | 62,091 | $4.04M | 0.0% | -6.8% | 0.963% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 3,919 | $255K | 0.0% | N/A | 0.061% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,165,063 | $75.80M | 0.0% | +10.5% | 18.063% | |
| 4/25/2025 | Colonial River Investments LLC | 3,977 | $259K | 0.1% | N/A | 0.057% | |
| 4/24/2025 | Sunbelt Securities Inc. | 2,116 | $138K | 0.0% | -80.9% | 0.030% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 50,200 | $3.27M | 0.0% | +5.0% | 0.722% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 26,425 | $1.72M | 0.0% | +18.0% | 0.380% | |
| 4/17/2025 | Inscription Capital LLC | 6,610 | $399K | 0.1% | N/A | 0.095% | |
| 4/17/2025 | Great Lakes Retirement Inc. | 226,950 | $14.77M | 1.9% | -0.3% | 3.265% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 21,741 | $1.41M | 0.0% | -14.0% | 0.313% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 25,286 | $1.76M | 0.0% | -3.2% | 0.344% | |
| 2/18/2025 | Sunbelt Securities Inc. | 11,089 | $778K | 0.1% | +621.5% | 0.341% | |
| 2/17/2025 | Two Sigma Investments LP | 8,800 | $613K | 0.0% | N/A | 0.271% | |
| 2/17/2025 | Cetera Investment Advisers | 95,937 | $6.68M | 0.0% | +8.0% | 2.952% | |
| 2/17/2025 | Bank of America Corp DE | 10,984 | $765K | 0.0% | +31.4% | 0.338% | |
| 2/14/2025 | Susquehanna International Group LLP | 35,286 | $2.46M | 0.0% | +25.4% | 1.086% | |
| 2/13/2025 | NewEdge Advisors LLC | 11,443 | $797K | 0.0% | -1.4% | 0.352% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 22,738 | $1.58M | 0.0% | -1.0% | 0.700% | |
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| 2/13/2025 | Raymond James Financial Inc. | 103,767 | $7.22M | 0.0% | N/A | 3.193% | |
| 2/13/2025 | Cerity Partners LLC | 66,651 | $4.64M | 0.0% | -5.2% | 2.051% | |
| 2/13/2025 | FMR LLC | 1,594,716 | $111.01M | 0.0% | +25.0% | 49.068% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,054,710 | $73.42M | 0.0% | -1.0% | 32.453% | |
| 2/13/2025 | Prudential PLC | 24,625 | $1.71M | 0.0% | +151.7% | 0.758% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 460 | $33K | 0.0% | N/A | 0.014% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 5,306 | $369K | 0.1% | N/A | 0.163% | |
| 2/12/2025 | JPMorgan Chase & Co. | 14,509 | $1.01M | 0.0% | +24.4% | 0.446% | |
| 2/11/2025 | LPL Financial LLC | 21,854 | $1.52M | 0.0% | +13.9% | 0.672% | |
| 2/11/2025 | Absolute Capital Management LLC | 18,400 | $1.28M | 0.7% | N/A | 0.566% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 22,398 | $1.56M | 0.0% | +41.7% | 0.689% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 41,332 | $2.88M | 0.0% | +87.4% | 1.272% | |
| 2/6/2025 | Raymond James Financial Inc. | 103,767 | $7.22M | 0.0% | N/A | 3.193% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 2,744 | $191K | 0.0% | +130.2% | 0.084% | |
| 2/6/2025 | Keystone Wealth Services LLC | 3,253 | $226K | 0.1% | N/A | 0.100% | |
| 2/4/2025 | IFP Advisors Inc | 730 | $51K | 0.0% | N/A | 0.022% | |
| 2/3/2025 | Capital Investment Counsel Inc | 2,360 | $164K | 0.0% | N/A | 0.073% | |
| 1/31/2025 | Kestra Investment Management LLC | 2,226 | $155K | 0.0% | N/A | 0.068% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 17,749 | $1.24M | 0.0% | +21.8% | 0.546% | |
| 1/29/2025 | Great Lakes Retirement Inc. | 227,520 | $15.84M | 2.0% | -1.7% | 7.001% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 51,714 | $3.60M | 0.1% | +129.8% | 1.591% | |
| 1/23/2025 | SteelPeak Wealth LLC | 35,270 | $2.46M | 0.1% | N/A | 1.085% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 5,047 | $351K | 0.0% | N/A | 0.155% | |
| 1/15/2025 | Sax Wealth Advisors LLC | 7,960 | $554K | 0.0% | -12.4% | 0.245% | |
| 12/26/2024 | JPMorgan Chase & Co. | 11,665 | $772K | 0.0% | +6.6% | 0.359% | |
| 11/18/2024 | Rehmann Capital Advisory Group | 17,588 | $1.16M | 0.1% | +4.8% | 0.541% | |
| 11/18/2024 | Sunbelt Securities Inc. | 1,537 | $102K | 0.0% | -73.0% | 0.047% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 22,972 | $1.52M | 0.0% | +5.5% | 0.707% | |
| 11/13/2024 | FMR LLC | 1,276,097 | $84.40M | 0.0% | +1,801.0% | 39.265% | |
| 11/12/2024 | Cerity Partners LLC | 70,294 | $4.65M | 0.0% | -5.4% | 2.163% | |
| 11/8/2024 | Darwin Wealth Management LLC | 4,390 | $290K | 0.1% | N/A | 0.135% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 26,116 | $1.73M | 0.0% | -5.7% | 0.804% | |
| 10/23/2024 | Great Lakes Retirement Inc. | 231,528 | $15.31M | 2.0% | -0.3% | 7.124% | |
| 10/22/2024 | International Assets Investment Management LLC | 1,005,534 | $665.08M | 0.1% | N/A | 30.940% | |
| 10/17/2024 | Sax Wealth Advisors LLC | 9,090 | $601K | 0.1% | -9.9% | 0.280% | |
| 8/22/2024 | Cetera Investment Advisers | 81,612 | $5.20M | 0.0% | +4.4% | 2.511% | |
| 8/16/2024 | Sunbelt Securities Inc. | 5,690 | $363K | 0.0% | +62.0% | 0.175% | |
| 8/16/2024 | NewEdge Advisors LLC | 15,312 | $976K | 0.0% | -29.2% | 0.471% | |
| 8/13/2024 | AE Wealth Management LLC | 71,629 | $4.56M | 0.0% | +15.2% | 2.204% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,038,484 | $66.17M | 0.0% | +15.7% | 31.953% | |
| 8/7/2024 | Prudential PLC | 8,135 | $518K | 0.0% | +40.4% | 0.250% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 502 | $32K | 0.0% | N/A | 0.015% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 53,735 | $3.42M | 0.0% | +25.0% | 1.653% | |
| 7/25/2024 | Bryant Woods Investment Advisors LLC | 27,845 | $1.77M | 1.4% | +114.8% | 0.857% | |
| 7/22/2024 | Legacy Capital Group California Inc. | 4,628 | $295K | 0.1% | N/A | 0.142% | |
| 7/19/2024 | Raymond James & Associates | 49,679 | $3.17M | 0.0% | +120.6% | 1.529% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 10,377 | $661K | 0.0% | +133.8% | 0.319% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 27,708 | $1.77M | 0.0% | +4.6% | 0.853% | |
| 5/24/2024 | Cetera Advisors LLC | 3,834 | $231K | 0.0% | N/A | 0.118% | |
| 5/24/2024 | Cetera Investment Advisers | 78,153 | $4.72M | 0.0% | +31.7% | 2.405% | |
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| 5/15/2024 | Linscomb Wealth Inc. | 4,000 | $241K | 0.0% | N/A | 0.123% | |
| 5/14/2024 | CreativeOne Wealth LLC | 4,067 | $245K | 0.0% | N/A | 0.125% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 10,090 | $609K | 0.1% | -10.3% | 0.310% | |
| 5/9/2024 | Great Lakes Retirement Inc. | 237,392 | $14.33M | 2.1% | -2.4% | 7.304% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 4,439 | $268K | 0.0% | N/A | 0.137% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 43,004 | $2.60M | 0.0% | +30.9% | 1.323% | |
| 4/17/2024 | Trilogy Capital Inc. | 8,146 | $492K | 0.0% | -74.9% | 0.263% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 26,487 | $1.60M | 0.0% | -16.9% | 0.854% | |
| 4/15/2024 | Sunbelt Securities Inc. | 3,512 | $212K | 0.0% | N/A | 0.113% | |
| 4/13/2024 | Hoxton Planning & Management LLC | 8,335 | $503K | 0.2% | -6.0% | 0.269% | |
