| 8/15/2025 | Bank of America Corp DE | 12,266 | $255K | 0.0% | -52.1% | 0.225% | |
| 8/14/2025 | Jane Street Group LLC | 27,624 | $575K | 0.0% | N/A | 0.507% | |
| 8/14/2025 | Raymond James Financial Inc. | 782,002 | $16.27M | 0.0% | +0.8% | 14.349% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,430,956 | $50.59M | 0.0% | +16.2% | 45.438% | |
| 7/31/2025 | Insight Wealth Partners LLC | 184,094 | $3.83M | 1.5% | +6.4% | 3.441% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 40,062 | $828K | 0.0% | N/A | 0.786% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 40,062 | $828K | 0.0% | N/A | 0.843% | |
| 5/15/2025 | Royal Bank of Canada | 57,374 | $1.19M | 0.0% | +3.8% | 1.208% | |
| 5/15/2025 | Insight Wealth Partners LLC | 173,087 | $3.58M | 0.6% | +9.3% | 3.644% | |
| 5/13/2025 | Raymond James Financial Inc. | 775,636 | $16.03M | 0.0% | +15.2% | 16.329% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 2,092,248 | $43.25M | 0.0% | +1.8% | 44.516% | |
| 2/18/2025 | Western Wealth Management LLC | 140,147 | $2.85M | 0.9% | -11.7% | 3.688% | |
| 2/17/2025 | Citadel Advisors LLC | 42,690 | $868K | 0.0% | N/A | 1.123% | |
| 2/17/2025 | Bank of America Corp DE | 26,225 | $533K | 0.0% | +83.0% | 0.690% | |
| 2/14/2025 | Jane Street Group LLC | 67,783 | $1.38M | 0.0% | +78.3% | 1.784% | |
| 2/13/2025 | Mariner LLC | 31,538 | $641K | 0.0% | N/A | 0.830% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 2,055,356 | $41.81M | 0.0% | +4.2% | 54.088% | |
| 2/6/2025 | Raymond James Financial Inc. | 673,581 | $13.70M | 0.0% | N/A | 17.726% | |
| 1/31/2025 | Principal Financial Group Inc. | 47,103 | $958K | 0.0% | N/A | 1.240% | |
| 1/30/2025 | Principal Securities Inc. | 2,137,920 | $43.49M | 1.0% | +5.1% | 56.261% | |
| 12/26/2024 | JPMorgan Chase & Co. | 15,472 | $331K | 0.0% | +1,805.4% | 0.407% | |
| 11/15/2024 | Jane Street Group LLC | 38,006 | $813K | 0.0% | +72.7% | 1.000% | |
| 11/13/2024 | Insight Wealth Partners LLC | 151,286 | $3.24M | 0.6% | +73.9% | 3.981% | |
| 10/28/2024 | Principal Securities Inc. | 2,034,094 | $43.53M | 1.1% | +7.2% | 53.529% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,854,918 | $37.95M | 0.0% | +8.7% | 48.814% | |
| 7/24/2024 | LVZ Inc. | 16,641 | $340K | 0.0% | -4.2% | 0.438% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 553,351 | $11.32M | 0.0% | -1.7% | 14.562% | |
| 7/18/2024 | Insight Wealth Partners LLC | 87,011 | $1.78M | 0.3% | +5.9% | 2.290% | |
| 5/16/2024 | Jane Street Group LLC | 199,605 | $4.12M | 0.0% | +720.9% | 5.253% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 1,455 | $30K | 0.0% | N/A | 0.038% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 563,093 | $11.63M | 0.0% | +33.7% | 14.818% | |
| 2/7/2024 | Principal Securities Inc. | 1,510,652 | $31.71M | 1.2% | N/A | 60.426% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 12,075 | $254K | 0.0% | -24.1% | 0.483% | |
| 1/31/2024 | Western Wealth Management LLC | 188,973 | $3.97M | 0.3% | +27.5% | 7.559% | |
| 1/23/2024 | LVZ Inc. | 22,196 | $466K | 0.1% | -29.0% | 0.888% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 421,064 | $8.84M | 0.0% | +2.4% | 16.843% | |
| 1/10/2024 | Sound Income Strategies LLC | 2,577 | $54K | 0.0% | -17.4% | 0.103% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 1,271,241 | $25.01M | 0.0% | +12.8% | 50.850% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 15,900 | $313K | 0.0% | -15.9% | 0.636% | |
| 11/8/2023 | LVZ Inc. | 31,247 | $615K | 0.1% | -47.1% | 1.250% | |
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| 11/8/2023 | Western Wealth Management LLC | 148,224 | $2.92M | 0.2% | +13.3% | 5.929% | |
| 10/30/2023 | Insight Wealth Partners LLC | 56,216 | $1.11M | 0.2% | +30.6% | 2.249% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 411,060 | $8.09M | 0.0% | +66.4% | 16.442% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 17,057 | $336K | 0.0% | +39.8% | 0.682% | |
| 8/30/2023 | Western Wealth Management LLC | 130,797 | $2.69M | 0.2% | +38.7% | 5.232% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 1,127,190 | $23.19M | 0.0% | +26.4% | 49.008% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 247,054 | $5.08M | 0.0% | N/A | 10.741% | |
| 7/18/2023 | LVZ Inc. | 59,016 | $1.21M | 0.2% | N/A | 2.566% | |
| 6/14/2023 | Atria Wealth Solutions Inc. | 18,900 | $397K | 0.0% | N/A | 0.969% | |
| 5/11/2023 | Cerity Partners LLC | 195,911 | $4.10M | 0.0% | +43.6% | 10.047% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 891,605 | $18.72M | 0.0% | +36.6% | 45.723% | |
| 4/17/2023 | Claro Advisors LLC | 34,051 | $715K | 0.2% | N/A | 1.746% | |
| 3/6/2023 | OLD Mission Capital LLC | 1,302 | $27K | 0.0% | N/A | 0.096% | |
| 2/13/2023 | Callan Capital LLC | 11,762 | $240K | 0.0% | N/A | 0.871% | |
| 2/8/2023 | Belpointe Asset Management LLC | 2,845 | $58K | 0.0% | N/A | 0.211% | |
| 2/7/2023 | LPL Financial LLC | 22,738 | $464K | 0.0% | +31.7% | 1.684% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 652,519 | $13.32M | 0.0% | +53.5% | 48.335% | |
| 2/1/2023 | Insight Wealth Partners LLC | 33,366 | $681K | 0.5% | +79.9% | 2.472% | |
| 1/19/2023 | Stratos Wealth Advisors LLC | 24,500 | $500K | 0.0% | N/A | 1.815% | |
| 12/1/2022 | Insight Wealth Partners LLC | 18,546 | $380K | 0.4% | -62.4% | 2.061% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 425,093 | $8.71M | 0.0% | +33.1% | 47.233% | |
| 8/10/2022 | Cerity Partners LLC | 124,671 | $2.73M | 0.0% | N/A | 0.731% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 319,498 | $6.99M | 0.0% | +50.3% | 1.874% | |
| 7/15/2022 | Oxinas Partners Wealth Management LLC | 9,998 | $219K | 0.2% | -96.0% | 0.059% | |
| 7/13/2022 | Insight Wealth Partners LLC | 49,325 | $1.08M | 0.8% | -0.9% | 0.292% | |
| 5/9/2022 | Principal Financial Group Inc. | 15,750,000 | $379.37M | 0.2% | -9.7% | 93.750% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 212,632 | $5.12M | 0.0% | +35.1% | 1.266% | |
| 5/2/2022 | Insight Wealth Partners LLC | 49,792 | $1.20M | 0.7% | N/A | 0.296% | |
| 4/26/2022 | Palladium Partners LLC | 130,706 | $3.15M | 0.1% | +7.7% | 0.780% | |
| 4/22/2022 | Truist Financial Corp | 15,796 | $380K | 0.0% | -34.2% | 0.093% | |
| 4/20/2022 | Oxinas Partners Wealth Management LLC | 251,744 | $6.06M | 3.8% | N/A | 1.490% | |
| 4/11/2022 | Sound Income Strategies LLC | 4,297 | $104K | 0.0% | -91.3% | 0.025% | |
| 2/9/2022 | Principal Financial Group Inc. | 17,450,000 | $459.27M | 0.3% | N/A | 101.749% | |
| 2/9/2022 | Palladium Partners LLC | 121,403 | $3.20M | 0.1% | +24.2% | 0.708% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 157,412 | $4.14M | 0.0% | +99.9% | 0.918% | |
| 1/13/2022 | Sound Income Strategies LLC | 49,295 | $1.30M | 0.2% | -11.0% | 0.260% | |
| 11/5/2021 | Truist Financial Corp | 24,621 | $654K | 0.0% | -7.6% | 0.133% | |
| 10/26/2021 | Palladium Partners LLC | 97,758 | $2.60M | 0.1% | +17.8% | 0.528% | |
| 10/12/2021 | Sound Income Strategies LLC | 55,387 | $1.47M | 0.2% | -5.5% | 0.302% | |
| 8/13/2021 | LPL Financial LLC | 8,047 | $216K | 0.0% | N/A | 0.045% | |
| 8/4/2021 | Envestnet Asset Management Inc. | 13,977 | $374K | 0.0% | N/A | 0.078% | |
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