| 8/15/2025 | Bank of America Corp DE | 1,954,519 | $42.06M | 0.0% | -10.0% | 1.569% | |
| 8/14/2025 | Raymond James Financial Inc. | 297,437 | $6.40M | 0.0% | +387.9% | 0.239% | |
| 8/14/2025 | NewEdge Advisors LLC | 38,243 | $823K | 0.0% | +2.0% | 0.031% | |
| 8/12/2025 | Franklin Resources Inc. | 81,487,315 | $1.75B | 0.5% | +9.6% | 65.425% | |
| 8/12/2025 | JPMorgan Chase & Co. | 946,897 | $20.38M | 0.0% | +10.4% | 0.760% | |
| 8/11/2025 | TD Waterhouse Canada Inc. | 109,652 | $2.35M | 0.0% | +189.4% | 0.088% | |
| 8/11/2025 | Slagle Financial LLC | 45,013 | $969K | 0.4% | +18.3% | 0.036% | |
| 8/11/2025 | Pinnacle Financial Group LLC IL | 17,010 | $366K | 0.1% | -32.3% | 0.014% | |
| 8/8/2025 | Cetera Investment Advisers | 468,535 | $10.08M | 0.0% | +1.3% | 0.375% | |
| 8/7/2025 | CENTRAL TRUST Co | 164,623 | $3.54M | 0.1% | +4.4% | 0.132% | |
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| 8/7/2025 | Allworth Financial LP | 696,383 | $14.99M | 0.1% | -1.8% | 0.558% | |
| 8/6/2025 | Convergence Financial LLC | 1,255,116 | $27.01M | 4.6% | -1.0% | 1.005% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,657,729 | $35.67M | 0.0% | +10.4% | 1.327% | |
| 8/4/2025 | Atria Investments Inc | 97,093 | $2.09M | 0.0% | -76.6% | 0.078% | |
| 8/4/2025 | Assetmark Inc. | 510,580 | $10.99M | 0.0% | +18.0% | 0.409% | |
| 8/4/2025 | Hantz Financial Services Inc. | 1,956,222 | $42.10M | 0.7% | -25.9% | 1.566% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,166,994 | $25.11M | 0.0% | -1.0% | 0.934% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 30,426 | $655K | 0.0% | -3.3% | 0.024% | |
| 7/30/2025 | Bogart Wealth LLC | 173,307 | $3.73M | 0.2% | -1.7% | 0.139% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 58,776 | $1.27M | 0.0% | -51.0% | 0.047% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 110,807 | $2.39M | 0.0% | -37.8% | 0.089% | |
| 7/24/2025 | IFP Advisors Inc | 7,983 | $172K | 0.0% | +14.1% | 0.006% | |
| 7/18/2025 | Cooper Financial Group | 16,354 | $352K | 0.0% | -58.0% | 0.013% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 2,119,085 | $45.60M | 0.1% | -6.3% | 1.697% | |
| 7/14/2025 | Park Avenue Securities LLC | 22,650 | $487K | 0.0% | -12.2% | 0.018% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,793 | $39K | 0.0% | -85.3% | 0.001% | |
| 7/7/2025 | First Citizens Financial Corp | 21,338 | $459K | 0.3% | +3.7% | 0.017% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 25,162 | $541K | 0.0% | -5.7% | 0.021% | |
| 5/19/2025 | Jane Street Group LLC | 543,306 | $11.68M | 0.0% | +653.3% | 0.457% | |
| 5/16/2025 | Jones Financial Companies Lllp | 365,373 | $7.98M | 0.0% | -24.5% | 0.307% | |
| 5/16/2025 | NewEdge Advisors LLC | 37,506 | $806K | 0.0% | +1,614.2% | 0.032% | |
| 5/15/2025 | Royal Bank of Canada | 60,053 | $1.29M | 0.0% | +6.6% | 0.051% | |
| 5/14/2025 | Jane Street Group LLC | 543,306 | $11.68M | 0.0% | +653.3% | 0.457% | |
| 5/14/2025 | Flow Traders U.S. LLC | 554,077 | $11.91M | 0.5% | +1,836.6% | 0.466% | |
| 5/12/2025 | Cooper Financial Group | 38,967 | $838K | 0.1% | -8.3% | 0.033% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 119,896 | $2.58M | 0.0% | +3.5% | 0.101% | |
| 5/8/2025 | Natixis Advisors LLC | 44,096 | $948K | 0.0% | +91.0% | 0.037% | |
| 5/7/2025 | LPL Financial LLC | 462,495 | $9.94M | 0.0% | +43.8% | 0.389% | |
| 5/6/2025 | Assetmark Inc. | 432,763 | $9.30M | 0.0% | +22.1% | 0.364% | |
| 5/6/2025 | Cetera Investment Advisers | 462,561 | $9.94M | 0.0% | +86.2% | 0.389% | |
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| 5/6/2025 | Avantax Advisory Services Inc. | 12,101 | $260K | 0.0% | N/A | 0.010% | |
| 5/6/2025 | Atria Investments Inc | 414,465 | $8.91M | 0.1% | -2.3% | 0.349% | |
| 5/5/2025 | IFP Advisors Inc | 6,997 | $150K | 0.0% | +73.1% | 0.006% | |
| 5/5/2025 | Private Advisor Group LLC | 61,003 | $1.31M | 0.0% | -61.5% | 0.051% | |
| 5/2/2025 | Bogart Wealth LLC | 176,229 | $3.79M | 0.2% | -44.8% | 0.148% | |
| 4/30/2025 | Allworth Financial LP | 709,461 | $15.13M | 0.1% | -7.6% | 0.597% | |
| 4/30/2025 | Slagle Financial LLC | 38,034 | $818K | 0.4% | -17.7% | 0.032% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,178,970 | $25.34M | 0.0% | +17.0% | 0.992% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,501,385 | $32.27M | 0.0% | +4.7% | 1.263% | |
| 4/29/2025 | World Investment Advisors | 12,184 | $262K | 0.0% | N/A | 0.010% | |
| 4/25/2025 | Convergence Financial LLC | 1,268,374 | $27.26M | 5.4% | +5.0% | 1.125% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 178,103 | $3.83M | 0.0% | +5.2% | 0.158% | |
| 4/18/2025 | CENTRAL TRUST Co | 157,733 | $3.39M | 0.1% | +9.9% | 0.140% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 2,261,778 | $48.62M | 0.1% | +3.3% | 2.007% | |
| 4/14/2025 | Farther Finance Advisors LLC | 12,237 | $263K | 0.0% | N/A | 0.011% | |
| 4/14/2025 | Park Avenue Securities LLC | 25,806 | $555K | 0.0% | +11.7% | 0.023% | |
| 4/3/2025 | First Citizens Financial Corp | 20,576 | $442K | 0.3% | +40.9% | 0.018% | |
| 3/11/2025 | Anchor Pointe Wealth Management LLC | 38,028 | $802K | 1.0% | N/A | 0.034% | |
| 2/18/2025 | Pinnacle Financial Group LLC IL | 25,135 | $530K | 0.2% | +7.6% | 0.030% | |
| 2/17/2025 | Cetera Investment Advisers | 248,425 | $5.24M | 0.0% | +29.1% | 0.293% | |
| 2/17/2025 | Citadel Advisors LLC | 64,450 | $1.36M | 0.0% | +3.5% | 0.076% | |
| 2/17/2025 | Bank of America Corp DE | 2,135,637 | $45.04M | 0.0% | -5.3% | 2.521% | |
| 2/14/2025 | Jane Street Group LLC | 72,122 | $1.52M | 0.0% | N/A | 0.085% | |
| 2/13/2025 | Mariner LLC | 18,765 | $396K | 0.0% | N/A | 0.022% | |
| 2/13/2025 | Raymond James Financial Inc. | 52,820 | $1.11M | 0.0% | N/A | 0.062% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,007,636 | $21.25M | 0.0% | +4.5% | 1.190% | |
| 2/13/2025 | Wells Fargo & Company MN | 14,447 | $305K | 0.0% | +91.8% | 0.017% | |
| 2/12/2025 | Franklin Resources Inc. | 75,321,458 | $1.59B | 0.4% | -4.3% | 88.927% | |
| 2/12/2025 | Slagle Financial LLC | 46,190 | $974K | 0.4% | -3.7% | 0.055% | |
| 2/12/2025 | JPMorgan Chase & Co. | 884,692 | $18.66M | 0.0% | +8.8% | 1.045% | |
| 2/11/2025 | LPL Financial LLC | 321,610 | $6.78M | 0.0% | -8.6% | 0.380% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 169,251 | $3.57M | 0.0% | +6.9% | 0.200% | |
| 2/10/2025 | Natixis Advisors LLC | 23,083 | $487K | 0.0% | +41.3% | 0.027% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 50,412 | $1.06M | 0.0% | +60.2% | 0.060% | |
| 2/6/2025 | Raymond James Financial Inc. | 52,820 | $1.11M | 0.0% | N/A | 0.062% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 31,385 | $662K | 0.0% | +5.3% | 0.037% | |
| 2/6/2025 | Atria Investments Inc | 424,335 | $8.95M | 0.1% | +0.5% | 0.501% | |
| 2/6/2025 | Assetmark Inc. | 354,312 | $7.47M | 0.0% | +23.4% | 0.418% | |
| 2/6/2025 | Jones Financial Companies Lllp | 484,202 | $10.21M | 0.0% | +26.3% | 0.572% | |
| 2/5/2025 | Convergence Financial LLC | 1,208,278 | $25.48M | 5.1% | N/A | 1.427% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,434,337 | $30.25M | 0.0% | +6.5% | 1.693% | |
| 2/3/2025 | Private Advisor Group LLC | 158,333 | $3.34M | 0.0% | -0.9% | 0.187% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 115,795 | $2.44M | 0.0% | +5.3% | 0.137% | |
| 1/31/2025 | Sanctuary Advisors LLC | 2,518,428 | $53.42M | 0.3% | +4.1% | 2.973% | |
| 1/30/2025 | Allworth Financial LP | 767,442 | $16.20M | 0.1% | +1.0% | 0.906% | |
| 1/30/2025 | Bogart Wealth LLC | 319,168 | $6.73M | 0.3% | +0.8% | 0.377% | |
| 1/24/2025 | CENTRAL TRUST Co | 143,549 | $3.03M | 0.1% | +136.3% | 0.169% | |
| 1/23/2025 | Hantz Financial Services Inc. | 1,340,639 | $28.27M | 0.5% | +5.3% | 1.583% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 2,189,598 | $46.18M | 0.1% | -3.1% | 2.585% | |
| 1/17/2025 | Lockerman Financial Group Inc. | 20,550 | $433K | 0.7% | -19.3% | 0.024% | |
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| 1/14/2025 | Park Avenue Securities LLC | 23,110 | $487K | 0.0% | +8.2% | 0.027% | |
| 1/13/2025 | Cooper Financial Group | 42,488 | $896K | 0.1% | -3.8% | 0.050% | |
| 1/3/2025 | First Citizens Financial Corp | 14,607 | $308K | 0.2% | N/A | 0.017% | |
| 12/26/2024 | JPMorgan Chase & Co. | 813,175 | $17.90M | 0.0% | +10.7% | 0.960% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 11,844 | $260K | 0.0% | N/A | 0.014% | |
| 11/27/2024 | Franklin Resources Inc. | 78,695,720 | $1.70B | 0.5% | +23.9% | 92.911% | |
| 11/25/2024 | World Investment Advisors LLC | 9,213 | $203K | 0.0% | N/A | 0.011% | |
| 11/25/2024 | Sanctuary Advisors LLC | 2,419,392 | $51.41M | 0.3% | +16.2% | 2.856% | |
| 11/14/2024 | Hantz Financial Services Inc. | 1,273,320 | $28.03M | 0.5% | -32.8% | 1.503% | |
| 11/6/2024 | Natixis Advisors LLC | 16,339 | $360K | 0.0% | N/A | 0.019% | |
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