| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 3,445 | $300K | 0.0% | N/A | 0.055% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 313,705 | $27.35M | 0.0% | +5.4% | 5.043% | |
| 9/9/2026 | Capital Analysts LLC | 444 | $39K | 0.0% | +196.0% | 0.008% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 3,032 | $264K | 0.0% | -21.6% | 0.051% | |
| 9/9/2026 | IFP Advisors Inc | 5,684 | $496K | 0.0% | +15.7% | 0.096% | |
| 9/2/2026 | MLG Wealth Management DBA Pine Grove Financial Group | 7,278 | $634K | 0.1% | +34.3% | 0.123% | |
| 9/2/2026 | Citadel Advisors LLC | 2,925 | $255K | 0.0% | -75.9% | 0.050% | |
| 8/23/2026 | Unique Wealth LLC | 9,479 | $826K | 0.1% | +67.9% | 0.161% | |
| 8/22/2026 | Hopwood Nicholas Hunter | 12,750 | $1.11M | 0.3% | N/A | 0.216% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 3,736 | $326K | 0.0% | +33.0% | 0.063% | |
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| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 7,054 | $615K | 0.0% | -7.4% | 0.124% | |
| 6/3/2026 | NewEdge Advisors LLC | 3,517 | $261K | 0.0% | +4.6% | 0.066% | |
| 5/19/2026 | Western Wealth Management LLC | 856 | $64K | 0.0% | N/A | 0.016% | |
| 5/19/2026 | NewEdge Advisors LLC | 3,517 | $261K | 0.0% | +4.6% | 0.066% | |
| 5/19/2026 | Bank of America Corp DE | 660,453 | $49.03M | 0.0% | +36,029.8% | 12.461% | |
| 5/18/2026 | Royal Bank of Canada | 15,708 | $1.17M | 0.0% | -41.4% | 0.296% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 6,729 | $500K | 0.0% | +126.0% | 0.127% | |
| 5/13/2026 | Cetera Investment Advisers | 160,485 | $11.91M | 0.0% | +24.2% | 3.028% | |
| 5/6/2026 | Assetmark Inc. | 99,188 | $7.36M | 0.0% | -4.3% | 1.871% | |
| 5/5/2026 | Sanctuary Advisors LLC | 10,831 | $804K | 0.0% | +80.3% | 0.204% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 2,899 | $215K | 0.0% | -6.8% | 0.055% | |
| 4/30/2026 | Kestra Advisory Services LLC | 3,066 | $228K | 0.0% | N/A | 0.058% | |
| 4/30/2026 | Fidelity D & D Bancorp Inc. | 95,956 | $7.12M | 2.9% | +0.6% | 1.810% | |
| 4/28/2026 | Ascentis Independent Advisors | 5,531 | $411K | 0.0% | -11.9% | 0.104% | |
| 4/24/2026 | Key Financial Inc | 101,863 | $7.56M | 1.3% | +1.8% | 1.959% | |
| 4/24/2026 | Prism Advisors Inc. | 56,769 | $4.22M | 1.1% | +0.3% | 1.092% | |
| 4/23/2026 | 3Chopt Investment Partners LLC | 2,468 | $183K | 0.0% | +9.3% | 0.047% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 278,618 | $20.69M | 0.1% | +6.2% | 5.358% | |
| 4/21/2026 | Unique Wealth LLC | 5,644 | $419K | 0.1% | N/A | 0.109% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 6,026 | $442K | 0.0% | +100.5% | 0.149% | |
| 2/18/2026 | NewEdge Advisors LLC | 3,362 | $247K | 0.0% | N/A | 0.083% | |
| 2/18/2026 | VestGen Advisors LLC | 8,978 | $658K | 0.0% | +74.7% | 0.222% | |
| 2/17/2026 | Cetera Investment Advisers | 129,260 | $9.48M | 0.0% | +16.3% | 3.192% | |
| 2/17/2026 | GeoWealth Management LLC | 2,076 | $152K | 0.0% | +7.9% | 0.051% | |
| 2/17/2026 | Osaic Holdings Inc. | 22,159 | $1.63M | 0.0% | -41.8% | 0.547% | |
| 2/17/2026 | Royal Bank of Canada | 26,825 | $1.97M | 0.0% | -33.5% | 0.662% | |
| 2/17/2026 | Abound Financial LLC | 24,713 | $1.81M | 0.4% | -7.3% | 0.610% | |
| 2/16/2026 | MML Investors Services LLC | 34,410 | $2.52M | 0.0% | +9.3% | 0.850% | |
| 2/16/2026 | Mariner LLC | 12,062 | $885K | 0.0% | -87.9% | 0.298% | |
| 2/13/2026 | CreativeOne Wealth LLC | 9,618 | $705K | 0.0% | -1.7% | 0.237% | |
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| 2/13/2026 | Stifel Financial Corp | 19,091 | $1.40M | 0.0% | +60.8% | 0.471% | |
| 2/13/2026 | Saxon Interests Inc. | 15,239 | $1.12M | 0.4% | +11.5% | 0.376% | |
| 2/12/2026 | Elevation Wealth Management LLC | 3,340 | $245K | 0.2% | N/A | 0.082% | |
| 2/12/2026 | Jane Street Group LLC | 24,699 | $1.81M | 0.0% | -21.4% | 0.610% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 22,491 | $1.65M | 0.0% | +26.0% | 0.555% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 2,978 | $218K | 0.0% | N/A | 0.074% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 262,392 | $19.24M | 0.0% | +8.1% | 6.479% | |
| 2/11/2026 | LPL Financial LLC | 685,608 | $50.28M | 0.0% | -13.2% | 16.929% | |
| 2/10/2026 | Natixis Advisors LLC | 12,820 | $940K | 0.0% | N/A | 0.317% | |
| 2/10/2026 | 3Chopt Investment Partners LLC | 2,259 | $166K | 0.0% | +7.5% | 0.056% | |
| 2/9/2026 | Key Financial Inc | 100,095 | $7.34M | 1.3% | +0.6% | 2.471% | |
| 2/9/2026 | Fidelity D & D Bancorp Inc. | 95,414 | $7.00M | 3.0% | N/A | 2.356% | |
| 2/6/2026 | Freedom Investment Management Inc. | 5,216 | $382K | 0.1% | -49.3% | 0.129% | |
| 2/6/2026 | IFP Advisors Inc | 3,089 | $227K | 0.0% | -22.5% | 0.076% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 96,046 | $7.04M | 0.4% | +15.7% | 2.372% | |
| 2/3/2026 | Sequoia Financial Advisors LLC | 3,397 | $249K | 0.0% | -30.2% | 0.084% | |
| 1/30/2026 | SOL Capital Management CO | 10,265 | $753K | 0.1% | +1.7% | 0.253% | |
| 1/29/2026 | Sanctuary Advisors LLC | 6,007 | $441K | 0.0% | N/A | 0.150% | |
| 1/29/2026 | Golden State Equity Partners | 6,277 | $460K | 0.1% | N/A | 0.157% | |
| 1/23/2026 | Farther Finance Advisors LLC | 1,370 | $100K | 0.0% | +86.6% | 0.034% | |
| 1/23/2026 | Assetmark Inc. | 103,673 | $7.60M | 0.0% | -0.7% | 2.592% | |
| 1/23/2026 | Prism Advisors Inc. | 56,582 | $4.15M | 1.1% | -9.2% | 1.415% | |
| 1/20/2026 | Ascent Group LLC | 4,221 | $310K | 0.0% | +4.7% | 0.106% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 4,006 | $307K | 0.0% | -5.8% | 0.101% | |
| 1/7/2026 | Lake Street Private Wealth LLC | 4,447 | $326K | 0.0% | +14.6% | 0.112% | |
| 1/1/2026 | JPMorgan Chase & Co. | 52,808 | $3.98M | 0.0% | -50.1% | 1.447% | |
| 12/2/2025 | IFP Advisors Inc | 3,988 | $300K | 0.0% | +37.2% | 0.109% | |
| 11/17/2025 | Susquehanna International Group LLP | 7,693 | $580K | 0.0% | N/A | 0.211% | |
| 11/17/2025 | Mariner LLC | 99,535 | $7.50M | 0.0% | +3.3% | 2.727% | |
| 11/17/2025 | Citadel Advisors LLC | 17,677 | $1.33M | 0.0% | N/A | 0.484% | |
| 11/17/2025 | Bank of America Corp DE | 786 | $59K | 0.0% | +19,550.0% | 0.022% | |
| 11/14/2025 | Raymond James Financial Inc. | 52,138 | $3.93M | 0.0% | +2.8% | 1.428% | |
| 11/14/2025 | Wayfinding Financial LLC | 4,379 | $329K | 0.1% | N/A | 0.120% | |
| 11/14/2025 | von Borstel & Associates Inc. | 4,389 | $334K | 0.1% | N/A | 0.120% | |
| 11/13/2025 | GeoWealth Management LLC | 1,924 | $145K | 0.0% | N/A | 0.053% | |
| 11/13/2025 | CreativeOne Wealth LLC | 9,780 | $737K | 0.0% | N/A | 0.268% | |
| 11/10/2025 | Lake Street Private Wealth LLC | 3,879 | $292K | 0.0% | N/A | 0.106% | |
| 11/10/2025 | Vestmark Advisory Solutions Inc. | 177,918 | $13.41M | 0.3% | N/A | 4.874% | |
| 11/7/2025 | JPMorgan Chase & Co. | 52,808 | $3.98M | 0.0% | -50.1% | 1.447% | |
| 11/6/2025 | Assetmark Inc. | 104,389 | $7.87M | 0.0% | N/A | 2.860% | |
| 11/5/2025 | Key Financial Inc | 99,472 | $7.53M | 1.4% | +1.1% | 2.725% | |
| 11/5/2025 | Capital Investment Advisory Services LLC | 816 | $61K | 0.0% | N/A | 0.022% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 267,833 | $20.18M | 0.0% | +2,998.8% | 7.338% | |
| 11/4/2025 | Abound Financial LLC | 26,647 | $2.01M | 0.8% | -4.1% | 0.730% | |
| 11/4/2025 | Jones Financial Companies Lllp | 94,672 | $7.04M | 0.0% | +56.6% | 2.594% | |
| 11/4/2025 | Cornerstone Wealth Management LLC | 83,010 | $6.25M | 0.3% | +2.8% | 2.274% | |
| 11/3/2025 | Saxon Interests Inc. | 13,669 | $983K | 0.4% | -1.2% | 0.374% | |
| 10/29/2025 | Sequoia Financial Advisors LLC | 4,869 | $367K | 0.0% | +3.9% | 0.133% | |
| 10/29/2025 | SOL Capital Management CO | 10,090 | $760K | 0.1% | -8.6% | 0.276% | |
| 10/28/2025 | Richardson Financial Services Inc. | 1,435 | $108K | 0.1% | N/A | 0.039% | |
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| 10/24/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,471 | $262K | 0.0% | N/A | 0.095% | |
| 10/23/2025 | Park Avenue Securities LLC | 31,544 | $2.38M | 0.0% | N/A | 0.864% | |
| 10/22/2025 | MassMutual Private Wealth & Trust FSB | 7,802 | $588K | 0.0% | N/A | 0.214% | |
| 10/21/2025 | Global Retirement Partners LLC | 1,846 | $139K | 0.0% | N/A | 0.051% | |
| 10/21/2025 | Amplius Wealth Advisors LLC | 3,432 | $259K | 0.0% | -13.0% | 0.094% | |
| 10/20/2025 | 3Chopt Investment Partners LLC | 2,102 | $158K | 0.0% | N/A | 0.057% | |
| 10/20/2025 | Ascent Group LLC | 4,032 | $304K | 0.0% | N/A | 0.109% | |
| 10/16/2025 | Lockerman Financial Group Inc. | 4,418 | $333K | 0.4% | N/A | 0.119% | |
| 10/15/2025 | Private Trust Co. NA | 1,507 | $114K | 0.0% | N/A | 0.041% | |
| 10/14/2025 | Farther Finance Advisors LLC | 734 | $55K | 0.0% | +280.3% | 0.020% | |