| 8/19/2025 | B. Riley Wealth Advisors Inc. | 41,508 | $1.38M | 0.1% | N/A | 0.343% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 5,298 | $176K | 0.0% | -7.5% | 0.044% | |
| 8/15/2025 | Bank of America Corp DE | 335,346 | $11.11M | 0.0% | +219.3% | 2.771% | |
| 8/15/2025 | Ameriprise Financial Inc. | 14,090 | $467K | 0.0% | N/A | 0.116% | |
| 8/14/2025 | Jane Street Group LLC | 268,928 | $8.91M | 0.0% | +1,471.6% | 2.223% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 12,965 | $429K | 0.0% | +5.5% | 0.107% | |
| 8/14/2025 | Raymond James Financial Inc. | 261,630 | $8.67M | 0.0% | +127.7% | 2.162% | |
| 8/14/2025 | Sei Investments Co. | 554,022 | $18.35M | 0.0% | -8.4% | 4.579% | |
| 8/13/2025 | Flow Traders U.S. LLC | 139,230 | $4.61M | 0.2% | +1,410.1% | 1.151% | |
| 8/13/2025 | Baird Financial Group Inc. | 21,731 | $720K | 0.0% | N/A | 0.180% | |
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| 8/13/2025 | Invesco Ltd. | 82,594 | $2.74M | 0.0% | -4.4% | 0.683% | |
| 8/13/2025 | CW Advisors LLC | 37,027 | $1.23M | 0.0% | -37.3% | 0.306% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 81,723 | $2.71M | 0.0% | -0.6% | 0.675% | |
| 8/12/2025 | Richmond Investment Services LLC | 17,361 | $575K | 0.1% | +101.1% | 0.143% | |
| 8/12/2025 | Del Sette Capital Management LLC | 58,781 | $1.95M | 1.4% | N/A | 0.486% | |
| 8/11/2025 | Brown Wealth Management LLC | 12,463 | $413K | 0.1% | -8.4% | 0.103% | |
| 8/11/2025 | Sykon Capital LLC | 7,225 | $239K | 0.1% | -28.5% | 0.060% | |
| 8/11/2025 | Bell Investment Advisors Inc | 196,374 | $6.51M | 1.1% | +18.2% | 1.623% | |
| 8/8/2025 | Cetera Investment Advisers | 46,100 | $1.53M | 0.0% | +205.1% | 0.381% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 77,624 | $2.57M | 0.0% | -7.0% | 0.642% | |
| 8/7/2025 | PFG Advisors | 289,170 | $9.58M | 0.3% | +19.0% | 2.390% | |
| 8/6/2025 | Prospera Financial Services Inc | 17,745 | $588K | 0.0% | +66.6% | 0.147% | |
| 8/6/2025 | Decker Retirement Planning Inc. | 38,556 | $1.28M | 0.7% | +10,100.0% | 0.319% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,041,605 | $34.50M | 0.0% | -3.5% | 8.608% | |
| 8/4/2025 | AdvisorShares Investments LLC | 1,171,328 | $38.80M | 7.0% | N/A | 9.680% | |
| 8/4/2025 | Assetmark Inc. | 2,556 | $85K | 0.0% | +17.9% | 0.021% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 77,011 | $2.55M | 0.0% | -5.7% | 0.636% | |
| 7/31/2025 | CAP Partners LLC | 7,646 | $253K | 0.2% | -14.9% | 0.063% | |
| 7/25/2025 | CWM LLC | 3,328 | $110K | 0.0% | +58.9% | 0.028% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 6,180 | $205K | 0.0% | N/A | 0.051% | |
| 7/24/2025 | Accredited Investor Services LLC | 12,441 | $412K | 0.3% | -13.1% | 0.103% | |
| 7/24/2025 | IFP Advisors Inc | 27,916 | $925K | 0.0% | +36,154.5% | 0.231% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 109,350 | $3.62M | 0.7% | +3.2% | 0.904% | |
| 7/23/2025 | SteelPeak Wealth LLC | 13,415 | $444K | 0.0% | -7.7% | 0.111% | |
| 7/23/2025 | Heck Capital Advisors LLC | 219,598 | $7.27M | 0.6% | +1.9% | 1.815% | |
| 7/17/2025 | G&S Capital LLC | 23,282 | $771K | 0.3% | N/A | 0.192% | |
| 7/17/2025 | Johnson & White Wealth Management LLC | 169,052 | $5.60M | 2.8% | +1.8% | 1.397% | |
| 7/17/2025 | Wagner Wealth Management LLC | 10,237 | $339K | 0.1% | -6.1% | 0.085% | |
| 7/15/2025 | Revisor Wealth Management LLC | 11,247 | $374K | 0.1% | -3.7% | 0.093% | |
| 7/9/2025 | Burt Wealth Advisors | 641,631 | $21.25M | 4.9% | -0.6% | 5.303% | |
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| 5/21/2025 | Geneos Wealth Management Inc. | 5,725 | $174K | 0.0% | +8.5% | 0.067% | |
| 5/19/2025 | Jane Street Group LLC | 17,112 | $519K | 0.0% | -66.4% | 0.199% | |
| 5/16/2025 | Bell Investment Advisors Inc | 166,179 | $5.04M | 0.9% | -0.6% | 1.932% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,767 | $266K | 0.0% | -17.1% | 0.102% | |
| 5/16/2025 | AQR Capital Management LLC | 98,766 | $3.00M | 0.0% | +1.2% | 1.148% | |
| 5/15/2025 | Royal Bank of Canada | 8,735 | $265K | 0.0% | -9.5% | 0.102% | |
| 5/15/2025 | WPG Advisers LLC | 1,648 | $50K | 0.0% | N/A | 0.019% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 82,180 | $2.49M | 0.0% | -4.7% | 0.956% | |
| 5/14/2025 | CW Advisors LLC | 59,041 | $1.79M | 0.0% | +0.7% | 0.687% | |
| 5/13/2025 | Raymond James Financial Inc. | 114,908 | $3.49M | 0.0% | +6.8% | 1.336% | |
| 5/13/2025 | Sei Investments Co. | 604,607 | $18.33M | 0.2% | -6.0% | 7.030% | |
| 5/13/2025 | Heck Capital Advisors LLC | 215,598 | $6.54M | 0.7% | -2.9% | 2.507% | |
| 5/12/2025 | Invesco Ltd. | 86,355 | $2.62M | 0.0% | -6.9% | 1.004% | |
| 5/12/2025 | Townsquare Capital LLC | 12,875 | $390K | 0.0% | +4.4% | 0.150% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 83,486 | $2.53M | 0.0% | +0.5% | 0.971% | |
| 5/7/2025 | Ridgewood Investments LLC | 16,358 | $496K | 0.2% | -3.2% | 0.190% | |
| 5/7/2025 | LPL Financial LLC | 250,182 | $7.59M | 0.0% | +27.6% | 2.909% | |
| 5/7/2025 | Brown Wealth Management LLC | 13,602 | $412K | 0.1% | -5.3% | 0.158% | |
| 5/6/2025 | Cetera Investment Advisers | 15,111 | $458K | 0.0% | N/A | 0.176% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 44,493 | $1.35M | 0.0% | +1.9% | 0.517% | |
| 5/6/2025 | PFG Advisors | 242,943 | $7.37M | 0.4% | N/A | 2.825% | |
| 5/5/2025 | Private Advisor Group LLC | 8,719 | $264K | 0.0% | -5.7% | 0.101% | |
| 5/2/2025 | Accredited Investor Services LLC | 14,322 | $434K | 0.4% | N/A | 0.167% | |
| 5/1/2025 | CWM LLC | 2,095 | $64K | 0.0% | -23.4% | 0.024% | |
| 4/30/2025 | Allworth Financial LP | 1,300 | $41K | 0.0% | N/A | 0.015% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 81,699 | $2.48M | 0.0% | -0.5% | 0.961% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,079,448 | $32.73M | 0.0% | +8.3% | 12.699% | |
| 4/28/2025 | Revisor Wealth Management LLC | 11,683 | $354K | 0.2% | N/A | 0.137% | |
| 4/23/2025 | Win Advisors Inc. | 183,597 | $5.57M | 2.9% | N/A | 2.160% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,241 | $462K | 0.0% | -11.6% | 0.179% | |
| 4/22/2025 | Burt Wealth Advisors | 645,626 | $19.58M | 4.9% | -2.5% | 7.596% | |
| 4/10/2025 | Johnson & White Wealth Management LLC | 166,109 | $5.04M | 2.8% | +1.7% | 1.954% | |
| 4/9/2025 | Merit Financial Group LLC | 9,234 | $280K | 0.0% | N/A | 0.109% | |
| 4/9/2025 | McNaughton Wealth Management LLC | 15,715 | $477K | 0.2% | +2.7% | 0.185% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,327 | $204K | 0.0% | -6.2% | 0.089% | |
| 2/25/2025 | Heck Capital Advisors LLC | 222,128 | $6.18M | 0.4% | N/A | 1.532% | |
| 2/19/2025 | Richmond Investment Services LLC | 8,612 | $240K | 0.1% | N/A | 0.059% | |
| 2/17/2025 | Citadel Advisors LLC | 97,868 | $2.72M | 0.0% | +356.7% | 0.675% | |
| 2/17/2025 | Brown Wealth Management LLC | 14,356 | $399K | 0.1% | -36.3% | 0.099% | |
| 2/17/2025 | Bank of America Corp DE | 105,520 | $2.94M | 0.0% | +157.9% | 0.728% | |
| 2/14/2025 | Jane Street Group LLC | 50,903 | $1.42M | 0.0% | -52.5% | 0.351% | |
| 2/14/2025 | Susquehanna International Group LLP | 134,697 | $3.75M | 0.0% | +13.2% | 0.929% | |
| 2/13/2025 | Mariner LLC | 9,051 | $252K | 0.0% | N/A | 0.062% | |
| 2/13/2025 | Townsquare Capital LLC | 12,333 | $343K | 0.0% | -46.9% | 0.085% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 16,380 | $456K | 0.0% | -3.9% | 0.113% | |
| 2/13/2025 | Raymond James Financial Inc. | 107,557 | $2.99M | 0.0% | N/A | 0.742% | |
| 2/13/2025 | Invesco Ltd. | 92,784 | $2.58M | 0.0% | -68.0% | 0.640% | |
| 2/13/2025 | Shakespeare Wealth Management LLC | 9,261 | $258K | 0.1% | -4.9% | 0.064% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 82,135 | $2.29M | 0.0% | -12.2% | 0.566% | |
| 2/13/2025 | Wells Fargo & Company MN | 24,810 | $690K | 0.0% | -22.3% | 0.171% | |
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| 2/11/2025 | Congress Wealth Management LLC DE | 58,623 | $1.63M | 0.0% | +0.6% | 0.404% | |
| 2/11/2025 | LPL Financial LLC | 196,071 | $5.46M | 0.0% | +2.1% | 1.352% | |
| 2/11/2025 | Sei Investments Co. | 643,245 | $17.90M | 0.0% | +1.2% | 4.436% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 35,970 | $1.00M | 0.0% | -6.4% | 0.248% | |
| 2/7/2025 | Bell Investment Advisors Inc | 167,260 | $4.65M | 0.9% | +11.8% | 1.154% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 83,034 | $2.31M | 0.0% | -2.3% | 0.573% | |
| 2/6/2025 | Raymond James Financial Inc. | 107,557 | $2.99M | 0.0% | N/A | 0.742% | |
| 2/6/2025 | Burt Wealth Advisors | 661,994 | $18.42M | 4.7% | -1.6% | 4.565% | |
| 2/6/2025 | Jones Financial Companies Lllp | 10,578 | $294K | 0.0% | +49.6% | 0.073% | |
| 2/4/2025 | Bank of New York Mellon Corp | 997,127 | $27.75M | 0.0% | -0.6% | 6.877% | |
