| 9/23/2026 | Envestnet Asset Management Inc. | 7,036 | $348K | 0.0% | +23.0% | 0.276% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 15,001 | $742K | 0.0% | -32.5% | 0.630% | |
| 7/9/2026 | Focus Financial Network Inc. | 13,949 | $693K | 0.0% | N/A | 0.586% | |
| 7/9/2026 | Tactive Advisors LLC | 8,262 | $409K | 0.1% | +24.8% | 0.347% | |
| 7/7/2026 | Moody National Bank Trust Division | 141,096 | $6.98M | 0.6% | +1.9% | 5.928% | |
| 7/7/2026 | CoreCap Advisors LLC | 640 | $32K | 0.0% | -40.7% | 0.027% | |
| 5/18/2026 | Royal Bank of Canada | 818 | $40K | 0.0% | +13,533.3% | 0.035% | |
| 5/13/2026 | Cetera Investment Advisers | 26,414 | $1.29M | 0.0% | -6.8% | 1.124% | |
| 4/30/2026 | Kestra Advisory Services LLC | 21,051 | $1.03M | 0.0% | +213.9% | 0.896% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 43,363 | $2.11M | 0.0% | -44.9% | 1.845% | |
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| 4/16/2026 | Sheets Smith Wealth Management | 18,996 | $925K | 0.1% | -3.0% | 0.808% | |
| 2/17/2026 | Cetera Investment Advisers | 28,355 | $1.41M | 0.0% | N/A | 1.277% | |
| 2/16/2026 | MML Investors Services LLC | 9,667 | $480K | 0.0% | -60.5% | 0.435% | |
| 2/16/2026 | Mariner LLC | 36,466 | $1.81M | 0.0% | +116.3% | 1.643% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 568,227 | $28.23M | 1.7% | -2.9% | 25.596% | |
| 2/13/2026 | Kestra Advisory Services LLC | 6,706 | $333K | 0.0% | +8.8% | 0.302% | |
| 2/13/2026 | Inspire Advisors LLC | 8,931 | $444K | 0.0% | +23.2% | 0.402% | |
| 2/13/2026 | Summit Financial LLC | 7,285 | $365K | 0.0% | N/A | 0.328% | |
| 2/10/2026 | Founders Financial Securities LLC | 7,638 | $379K | 0.0% | -42.2% | 0.344% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 78,754 | $3.91M | 0.0% | +10.2% | 3.547% | |
| 1/29/2026 | TBH Global Asset Management LLC | 6,810 | $338K | 0.1% | -29.5% | 0.307% | |
| 1/20/2026 | Sheets Smith Wealth Management | 19,577 | $973K | 0.1% | +3.5% | 0.923% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 26,201 | $1.30M | 0.0% | N/A | 1.248% | |
| 1/12/2026 | Moody National Bank Trust Division | 129,955 | $6.46M | 0.6% | +2.8% | 6.188% | |
| 1/9/2026 | Tactive Advisors LLC | 6,761 | $336K | 0.1% | -11.7% | 0.325% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 46,825 | $2.33M | 0.0% | -9.1% | 2.251% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 71,441 | $3.58M | 0.0% | N/A | 3.608% | |
| 11/17/2025 | Mariner LLC | 16,858 | $845K | 0.0% | +21.9% | 0.851% | |
| 11/12/2025 | Arete Wealth Advisors LLC | 585,227 | $29.34M | 1.8% | -2.9% | 29.557% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 4,550 | $228K | 0.0% | N/A | 0.230% | |
| 10/31/2025 | OneAscent Wealth Management LLC | 4,091 | $205K | 0.1% | -20.9% | 0.207% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 51,508 | $2.56M | 0.0% | -51.7% | 2.601% | |
| 10/29/2025 | Inspire Advisors LLC | 7,250 | $363K | 0.0% | +2.9% | 0.366% | |
| 10/29/2025 | Rovin Capital UT ADV | 70,021 | $3.51M | 1.0% | +3.3% | 3.536% | |
| 10/20/2025 | Ocean Park Asset Management LLC | 23,300 | $1.17M | 0.0% | -36.9% | 1.395% | |
| 10/20/2025 | TBH Global Asset Management LLC | 9,662 | $484K | 0.1% | N/A | 0.579% | |
| 10/16/2025 | Sheets Smith Wealth Management | 18,913 | $948K | 0.1% | +5.4% | 1.133% | |
| 10/15/2025 | Founders Financial Securities LLC | 13,223 | $663K | 0.0% | -25.8% | 0.792% | |
| 10/14/2025 | Tactive Advisors LLC | 7,658 | $384K | 0.1% | +34.7% | 0.459% | |
| 10/6/2025 | Moody National Bank Trust Division | 126,362 | $6.34M | 0.5% | +1.0% | 7.567% | |
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| 9/4/2025 | Osaic Holdings Inc. | 2,378 | $119K | 0.0% | -12.9% | 0.153% | |
| 8/18/2025 | Tactive Advisors LLC | 5,684 | $285K | 0.1% | N/A | 0.367% | |
| 8/15/2025 | MML Investors Services LLC | 21,538 | $1.08M | 0.0% | +3.5% | 1.390% | |
| 8/14/2025 | Jane Street Group LLC | 44,527 | $2.23M | 0.0% | -11.6% | 2.873% | |
| 8/11/2025 | Inspire Advisors LLC | 7,045 | $353K | 0.0% | -15.7% | 0.440% | |
| 8/8/2025 | AJ Advisors LLC | 5,077 | $255K | 0.1% | -8.7% | 0.317% | |
| 8/6/2025 | Rovin Capital UT ADV | 67,814 | $3.40M | 1.0% | +7.9% | 4.238% | |
| 8/6/2025 | OneAscent Wealth Management LLC | 5,175 | $260K | 0.1% | -45.1% | 0.323% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 7,859 | $394K | 0.0% | -45.3% | 0.491% | |
| 7/15/2025 | Sheets Smith Wealth Management | 17,946 | $900K | 0.1% | -6.5% | 1.122% | |
| 7/10/2025 | Moody National Bank Trust Division | 125,169 | $6.28M | 0.6% | +1.5% | 7.703% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 106,624 | $5.34M | 0.0% | -12.9% | 6.561% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 19,086 | $953K | 0.0% | N/A | 1.175% | |
| 5/19/2025 | Jane Street Group LLC | 50,381 | $2.52M | 0.0% | +1,144.6% | 2.830% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 704,086 | $35.15M | 2.5% | N/A | 39.555% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 19,086 | $953K | 0.0% | N/A | 1.072% | |
| 5/7/2025 | Inspire Advisors LLC | 8,360 | $417K | 0.0% | N/A | 0.470% | |
| 5/6/2025 | AJ Advisors LLC | 5,559 | $278K | 0.1% | -4.7% | 0.309% | |
| 5/5/2025 | OneAscent Wealth Management LLC | 9,421 | $470K | 0.2% | -19.5% | 0.523% | |
| 4/28/2025 | Rovin Capital UT ADV | 62,856 | $3.14M | 1.0% | N/A | 3.492% | |
| 4/23/2025 | Sheets Smith Wealth Management | 19,196 | $958K | 0.1% | N/A | 1.066% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 62,573 | $3.12M | 0.6% | N/A | 3.476% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 122,413 | $6.11M | 0.0% | -17.7% | 6.801% | |
| 4/10/2025 | Secure Asset Management LLC | 9,317 | $465K | 0.1% | +10.7% | 0.424% | |
| 4/4/2025 | Moody National Bank Trust Division | 123,339 | $6.16M | 0.6% | +11.7% | 5.606% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 148,673 | $7.48M | 0.0% | +5.7% | 6.758% | |
| 2/14/2025 | Jane Street Group LLC | 4,048 | $204K | 0.0% | -60.6% | 0.316% | |
| 2/13/2025 | Mariner LLC | 14,250 | $717K | 0.0% | N/A | 1.113% | |
| 2/12/2025 | OneAscent Wealth Management LLC | 11,708 | $589K | 0.2% | -20.0% | 0.915% | |
| 2/12/2025 | Tepp RIA LLC | 5,184 | $261K | 0.4% | N/A | 0.405% | |
| 2/11/2025 | Prudential Financial Inc. | 583,500 | $29.35M | 0.0% | +20.7% | 45.586% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 11,338 | $570K | 0.0% | -21.8% | 0.886% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 11,338 | $577K | 0.0% | -21.8% | 0.886% | |
| 1/13/2025 | Moody National Bank Trust Division | 110,371 | $5.55M | 0.6% | +3.8% | 8.623% | |
| 11/15/2024 | Jane Street Group LLC | 10,265 | $520K | 0.0% | -87.0% | 0.802% | |
| 11/7/2024 | OneAscent Wealth Management LLC | 14,626 | $741K | 0.3% | +264.6% | 1.143% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 140,607 | $7.13M | 0.0% | -2.5% | 10.985% | |
| 8/14/2024 | Bank of Montreal Can | 29,459 | $1.49M | 0.0% | N/A | 2.301% | |
| 8/13/2024 | AE Wealth Management LLC | 41,234 | $2.08M | 0.0% | +118.1% | 3.221% | |
| 8/2/2024 | Founders Financial Securities LLC | 115,532 | $5.84M | 0.6% | +72.4% | 9.026% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 16,359 | $827K | 0.0% | +13.9% | 1.278% | |
| 7/24/2024 | Secure Asset Management LLC | 8,467 | $428K | 0.1% | N/A | 0.661% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 7,600 | $384K | 0.0% | -35.1% | 0.594% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 144,269 | $7.29M | 0.0% | +4.4% | 11.271% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,703 | $597K | 0.0% | +11.7% | 0.936% | |
| 4/17/2024 | Founders Financial Securities LLC | 67,024 | $3.42M | 0.4% | +26.9% | 5.585% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 138,227 | $7.05M | 0.0% | -1.0% | 11.519% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 10,478 | $527K | 0.0% | +26.1% | 0.806% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 10,478 | $533K | 0.0% | +26.1% | 0.806% | |
| 1/22/2024 | Wright Fund Management LLC | 5,842 | $294K | 0.0% | N/A | 0.449% | |
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| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 8,310 | $419K | 0.0% | N/A | 0.639% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 8,310 | $419K | 0.0% | N/A | 0.639% | |
| 10/17/2023 | Founders Financial Securities LLC | 27,421 | $1.38M | 0.2% | +137.1% | 2.109% | |
| 10/12/2023 | IFP Advisors Inc | 1,317 | $66K | 0.0% | N/A | 0.101% | |
| 8/11/2023 | Founders Financial Securities LLC | 11,566 | $581K | 0.1% | N/A | 0.890% | |
| 8/2/2023 | Bank of Montreal Can | 5,988 | $301K | 0.0% | N/A | 0.461% | |
| 2/3/2023 | AJ Advisors LLC | 6,177 | $301K | 0.2% | N/A | 0.572% | |
| 11/4/2022 | Prudential Financial Inc. | 498,500 | $24.27M | 0.0% | -0.2% | 52.474% | |
| 8/16/2022 | Prudential Financial Inc. | 499,500 | $24.29M | 0.0% | N/A | 99.900% | |
