| 8/1/2025 | Envestnet Asset Management Inc. | 9,005 | $409K | 0.0% | -95.7% | 0.439% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 7,034 | $319K | 0.0% | +12.2% | 0.343% | |
| 7/28/2025 | Harbour Investments Inc. | 832 | $38K | 0.0% | +156.8% | 0.041% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 49,354 | $2.24M | 0.1% | -21.8% | 2.408% | |
| 7/8/2025 | Atwood & Palmer Inc. | 24,452 | $1.11M | 0.1% | -93.5% | 1.193% | |
| 5/19/2025 | Jane Street Group LLC | 34,692 | $1.55M | 0.0% | +30.9% | 1.416% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 407,397 | $18.15M | 0.0% | +3.2% | 20.370% | |
| 5/16/2025 | NewEdge Advisors LLC | 98,630 | $4.39M | 0.0% | +8.7% | 4.026% | |
| 5/15/2025 | Betterment LLC | 289,915 | $12.91M | 0.0% | -9.3% | 11.833% | |
| 5/13/2025 | Raymond James Financial Inc. | 165,771 | $7.38M | 0.0% | -0.8% | 6.766% | |
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| 5/9/2025 | Atria Wealth Solutions Inc. | 63,084 | $2.81M | 0.0% | +1.7% | 2.575% | |
| 5/7/2025 | LPL Financial LLC | 328,205 | $14.62M | 0.0% | +8.2% | 13.396% | |
| 5/6/2025 | Cetera Investment Advisers | 56,912 | $2.54M | 0.0% | -5.5% | 2.323% | |
| 5/5/2025 | OneAscent Financial Services LLC | 12,264 | $546K | 0.0% | N/A | 0.501% | |
| 5/5/2025 | Nwam LLC | 8,567 | $382K | 0.0% | +7.2% | 0.350% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 211,281 | $9.41M | 0.0% | +4.1% | 8.624% | |
| 4/29/2025 | Bank of New York Mellon Corp | 6,566 | $292K | 0.0% | -12.9% | 0.268% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 7,248 | $323K | 0.0% | +20.7% | 0.223% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 41,989 | $1.87M | 0.0% | -19.7% | 1.292% | |
| 2/17/2025 | Cetera Investment Advisers | 60,251 | $2.68M | 0.0% | +9.2% | 1.944% | |
| 2/17/2025 | Citadel Advisors LLC | 4,511 | $201K | 0.0% | -82.3% | 0.146% | |
| 2/17/2025 | Bank of America Corp DE | 13,280 | $590K | 0.0% | +4.4% | 0.428% | |
| 2/14/2025 | Jane Street Group LLC | 26,496 | $1.18M | 0.0% | +55.0% | 0.855% | |
| 2/14/2025 | Betterment LLC | 319,752 | $14.21M | 0.0% | -30.9% | 10.315% | |
| 2/13/2025 | NewEdge Advisors LLC | 90,706 | $4.03M | 0.0% | +19.6% | 2.926% | |
| 2/13/2025 | Regal Investment Advisors LLC | 83,987 | $3.73M | 0.3% | +1.4% | 2.709% | |
| 2/13/2025 | Raymond James Financial Inc. | 167,172 | $7.43M | 0.0% | N/A | 5.393% | |
| 2/13/2025 | Advisory Services Network LLC | 95,404 | $4.24M | 0.1% | -4.6% | 3.078% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 202,947 | $9.02M | 0.0% | +19.0% | 6.547% | |
| 2/11/2025 | LPL Financial LLC | 303,246 | $13.48M | 0.0% | -0.3% | 9.782% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 52,265 | $2.32M | 0.0% | +4.1% | 1.686% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 8,325 | $370K | 0.0% | +30.6% | 0.269% | |
| 2/6/2025 | Raymond James Financial Inc. | 167,172 | $7.43M | 0.0% | N/A | 5.393% | |
| 2/5/2025 | Nwam LLC | 7,995 | $355K | 0.0% | +15.5% | 0.258% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,608 | $71K | 0.0% | +443.2% | 0.052% | |
| 1/31/2025 | Sanctuary Advisors LLC | 28,610 | $1.29M | 0.0% | +5.5% | 0.923% | |
| 1/30/2025 | Principal Securities Inc. | 64,029 | $2.85M | 0.1% | +5.8% | 2.065% | |
| 1/29/2025 | Avidian Wealth Enterprises LLC | 6,007 | $267K | 0.0% | +22.6% | 0.194% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 6,159 | $275K | 0.0% | +13.6% | 0.199% | |
| 1/16/2025 | Atwood & Palmer Inc. | 377,314 | $16.77M | 1.1% | +1.0% | 12.171% | |
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| 11/25/2024 | Sanctuary Advisors LLC | 27,127 | $1.22M | 0.0% | +33.6% | 0.875% | |
| 11/15/2024 | Jane Street Group LLC | 17,092 | $780K | 0.0% | +64.3% | 0.551% | |
| 11/12/2024 | Nwam LLC | 6,925 | $316K | 0.0% | N/A | 0.223% | |
| 10/30/2024 | Avidian Wealth Enterprises LLC | 4,899 | $224K | 0.0% | -34.1% | 0.158% | |
| 10/28/2024 | Principal Securities Inc. | 60,538 | $2.76M | 0.1% | +8.3% | 1.953% | |
| 10/28/2024 | Catalyst Financial Partners LLC | 7,650 | $349K | 0.1% | -13.6% | 0.247% | |
| 10/18/2024 | Raymond James & Associates | 170,244 | $7.77M | 0.0% | -2.1% | 5.492% | |
| 10/8/2024 | Atwood & Palmer Inc. | 373,554 | $17.06M | 1.2% | -0.6% | 12.050% | |
| 8/22/2024 | Cetera Investment Advisers | 88,421 | $3.89M | 0.0% | +1.8% | 2.852% | |
| 8/16/2024 | Regal Investment Advisors LLC | 86,557 | $3.81M | 0.2% | -3.6% | 2.792% | |
| 8/16/2024 | NewEdge Advisors LLC | 71,451 | $3.14M | 0.0% | +9.9% | 2.305% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 164,862 | $7.26M | 0.0% | +3.8% | 5.318% | |
| 7/19/2024 | Raymond James & Associates | 173,880 | $7.65M | 0.0% | -0.7% | 5.609% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 52,649 | $2.32M | 0.0% | +2.2% | 1.698% | |
| 7/10/2024 | Atwood & Palmer Inc. | 375,876 | $16.54M | 1.3% | -0.8% | 12.125% | |
| 5/24/2024 | Cetera Investment Advisers | 86,867 | $3.84M | 0.0% | N/A | 2.802% | |
| 5/16/2024 | Jane Street Group LLC | 103,140 | $4.56M | 0.0% | +501.4% | 3.327% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 51,515 | $2.28M | 0.0% | N/A | 1.662% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 8,657 | $383K | 0.0% | +30.8% | 0.279% | |
| 4/22/2024 | Raymond James & Associates | 175,119 | $7.75M | 0.0% | -8.4% | 5.649% | |
| 4/10/2024 | Atwood & Palmer Inc. | 379,076 | $16.77M | 1.3% | +2.6% | 16.482% | |
| 3/1/2024 | Goldman Sachs Group Inc. | 571,064 | $25.27M | 0.0% | -4.7% | 24.829% | |
| 2/14/2024 | Regal Investment Advisors LLC | 79,957 | $3.53M | 0.3% | +1.3% | 3.476% | |
| 2/6/2024 | Avidian Wealth Solutions LLC | 6,619 | $292K | 0.0% | +10.5% | 0.288% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 58,805 | $2.59M | 0.0% | +3.1% | 2.557% | |
| 1/16/2024 | Raymond James & Associates | 191,184 | $8.43M | 0.0% | -10.7% | 8.312% | |
| 1/12/2024 | Atwood & Palmer Inc. | 369,425 | $16.29M | 1.3% | +0.6% | 16.062% | |
| 11/13/2023 | Regal Investment Advisors LLC | 78,968 | $3.32M | 0.3% | +5.1% | 3.433% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 57,040 | $2.40M | 0.0% | +9.4% | 2.480% | |
| 11/3/2023 | Sovereign Financial Group Inc. | 8,815 | $371K | 0.1% | -17.0% | 0.383% | |
| 10/26/2023 | Catalyst Financial Partners LLC | 8,850 | $373K | 0.1% | +62.4% | 0.385% | |
| 10/24/2023 | Raymond James & Associates | 214,067 | $9.01M | 0.0% | -2.7% | 9.307% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 5,010 | $211K | 0.0% | N/A | 0.218% | |
| 10/20/2023 | Atwood & Palmer Inc. | 367,346 | $15.46M | 1.4% | +13.1% | 15.972% | |
| 8/11/2023 | Regal Investment Advisors LLC | 75,160 | $3.23M | 0.3% | -3.0% | 3.268% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 37,423 | $1.61M | 0.0% | -1.2% | 1.627% | |
| 8/9/2023 | Flow Traders U.S. LLC | 6,300 | $271K | 0.0% | -18.8% | 0.274% | |
| 8/8/2023 | Chicago Partners Investment Group LLC | 4,822 | $206K | 0.0% | N/A | 0.210% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 52,130 | $2.24M | 0.0% | -1.9% | 2.267% | |
| 8/2/2023 | Bank of Montreal Can | 20,249 | $870K | 0.0% | N/A | 0.880% | |
| 7/25/2023 | Raymond James & Associates | 219,975 | $9.45M | 0.0% | +0.7% | 9.564% | |
| 7/24/2023 | Migdal Insurance & Financial Holdings Ltd. | 2,010 | $86K | 0.0% | -50.0% | 0.087% | |
| 7/18/2023 | Atwood & Palmer Inc. | 324,697 | $13.95M | 1.2% | +2.7% | 14.117% | |
| 5/12/2023 | NewEdge Advisors LLC | 38,444 | $1.67M | 0.0% | +13.2% | 1.240% | |
| 5/8/2023 | Avidian Wealth Solutions LLC | 6,046 | $263K | 0.0% | -12.1% | 0.195% | |
| 5/4/2023 | Sovereign Financial Group Inc. | 10,727 | $466K | 0.2% | +2.7% | 0.346% | |
| 5/1/2023 | Migdal Insurance & Financial Holdings Ltd. | 4,020 | $172K | 0.0% | +100.0% | 0.130% | |
| 4/27/2023 | Toews Corp ADV | 25,000 | $1.09M | 0.2% | N/A | 0.806% | |
| 4/21/2023 | Atwood & Palmer Inc. | 316,241 | $13.74M | 1.3% | +0.4% | 10.201% | |
| 4/14/2023 | Raymond James & Associates | 218,458 | $9.49M | 0.0% | +17.4% | 7.047% | |
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| 3/6/2023 | OLD Mission Capital LLC | 2,531 | $106K | 0.0% | N/A | 0.084% | |
| 3/1/2023 | Regal Investment Advisors LLC | 68,068 | $2.85M | 0.3% | -4.4% | 2.269% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 53,150 | $2.24M | 0.0% | +1.8% | 1.772% | |
| 2/8/2023 | Raymond James & Associates | 186,074 | $7.80M | 0.0% | +267.0% | 6.202% | |
| 2/7/2023 | LPL Financial LLC | 10,599 | $444K | 0.0% | -33.9% | 0.353% | |
| 2/6/2023 | Avidian Wealth Solutions LLC | 6,877 | $288K | 0.0% | -24.0% | 0.229% | |
| 1/31/2023 | Atwood & Palmer Inc. | 314,975 | $13.20M | 1.2% | +8.4% | 10.499% | |
| 1/23/2023 | Migdal Insurance & Financial Holdings Ltd. | 2,010 | $84K | 0.0% | +54.6% | 0.067% | |
| 1/19/2023 | Catalyst Financial Partners LLC | 5,450 | $228K | 0.1% | N/A | 0.182% | |
| 1/17/2023 | Patriot Financial Group Insurance Agency LLC | 5,180 | $217K | 0.0% | -4.3% | 0.173% | |
