| 10/9/2026 | Bullock Wealth Management Group | 231,733 | $8.43M | 3.5% | +8.0% | 4.729% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 129,318 | $4.74M | 0.0% | -1.3% | 2.639% | |
| 9/8/2026 | Empirical Finance LLC | 152,824 | $5.60M | 0.2% | -20.8% | 3.056% | |
| 8/23/2026 | Unique Wealth LLC | 52,631 | $1.93M | 0.2% | +325.3% | 1.053% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 8,570 | $314K | 0.0% | -13.6% | 0.171% | |
| 7/9/2026 | Whitaker Myers Wealth Managers LTD. | 37,266 | $1.37M | 0.2% | -9.0% | 0.745% | |
| 6/18/2026 | Pacer Advisors Inc. | 337,128 | $10.96M | 0.0% | -4.6% | 6.421% | |
| 6/3/2026 | NewEdge Advisors LLC | 18,989 | $618K | 0.0% | -18.7% | 0.362% | |
| 5/19/2026 | NewEdge Advisors LLC | 18,989 | $618K | 0.0% | -18.7% | 0.362% | |
| 5/15/2026 | Empirical Finance LLC | 193,079 | $6.28M | 0.3% | N/A | 3.678% | |
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| 5/13/2026 | Cetera Investment Advisers | 425,543 | $13.84M | 0.0% | -2.9% | 8.106% | |
| 5/13/2026 | Wealthspire Retirement LLC | 15,541 | $505K | 0.0% | -12.8% | 0.296% | |
| 4/30/2026 | Kestra Advisory Services LLC | 18,536 | $603K | 0.0% | -33.3% | 0.353% | |
| 4/27/2026 | Private Advisor Group LLC | 16,156 | $525K | 0.0% | +4.6% | 0.308% | |
| 4/17/2026 | Clark Asset Management LLC | 9,054 | $294K | 0.0% | N/A | 0.172% | |
| 2/24/2026 | Pacer Advisors Inc. | 353,488 | $11.12M | 0.0% | -11.8% | 7.214% | |
| 2/18/2026 | Wealthspire Retirement LLC | 17,821 | $560K | 0.0% | N/A | 0.364% | |
| 2/18/2026 | NewEdge Advisors LLC | 23,370 | $735K | 0.0% | +47.7% | 0.477% | |
| 2/17/2026 | Cetera Investment Advisers | 438,456 | $13.79M | 0.0% | +1.0% | 8.948% | |
| 2/17/2026 | Osaic Holdings Inc. | 46,348 | $1.46M | 0.0% | -3.5% | 0.946% | |
| 2/17/2026 | Royal Bank of Canada | 36,417 | $1.15M | 0.0% | -23.4% | 0.743% | |
| 2/16/2026 | MML Investors Services LLC | 91,947 | $2.89M | 0.0% | +12.8% | 1.876% | |
| 2/13/2026 | Kestra Advisory Services LLC | 27,774 | $873K | 0.0% | -2.2% | 0.567% | |
| 2/13/2026 | Wells Fargo & Company MN | 293,683 | $9.24M | 0.0% | -3.3% | 5.994% | |
| 2/13/2026 | Summit Financial LLC | 24,491 | $790K | 0.0% | +111.1% | 0.500% | |
| 2/12/2026 | Jane Street Group LLC | 24,184 | $761K | 0.0% | -62.9% | 0.494% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 7,990 | $251K | 0.0% | +4.6% | 0.163% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 96,512 | $3.04M | 0.0% | +10.8% | 1.970% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 31,393 | $987K | 0.0% | +1.0% | 0.641% | |
| 2/11/2026 | LPL Financial LLC | 582,747 | $18.33M | 0.0% | -2.0% | 11.893% | |
| 2/10/2026 | ADE LLC | 23,303 | $733K | 0.4% | -4.8% | 0.476% | |
| 2/9/2026 | Harbour Investments Inc. | 1,975 | $62K | 0.0% | -13.2% | 0.040% | |
| 2/6/2026 | One Degree Advisors Inc | 38,948 | $1.22M | 0.3% | +9.4% | 0.795% | |
| 2/5/2026 | AlphaCore Capital LLC | 193,774 | $6.25M | 0.1% | N/A | 3.955% | |
| 2/4/2026 | Moneco Advisors LLC | 21,166 | $666K | 0.1% | -7.3% | 0.432% | |
| 2/4/2026 | Pacer Advisors Inc. | 353,488 | $11.12M | 0.0% | -11.8% | 7.214% | |
| 2/3/2026 | International Assets Investment Management LLC | 942 | $30K | 0.0% | N/A | 0.019% | |
| 2/3/2026 | MGO One Seven LLC | 6,539 | $206K | 0.0% | N/A | 0.133% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 9,917 | $312K | 0.0% | +4.3% | 0.194% | |
| 1/23/2026 | Axiom Financial Strategies LLC | 207,789 | $6.54M | 2.7% | -0.5% | 4.074% | |
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| 1/22/2026 | Whitaker Myers Wealth Managers LTD. | 43,139 | $1.36M | 0.3% | -9.4% | 0.846% | |
| 1/21/2026 | MBL Wealth LLC | 246,776 | $7.76M | 0.6% | +0.3% | 4.839% | |
| 1/20/2026 | J2 Capital Management Inc | 10,219 | $321K | 0.2% | +9.1% | 0.200% | |
| 1/13/2026 | Kathmere Capital Management LLC | 29,152 | $917K | 0.1% | -5.5% | 0.572% | |
| 12/2/2025 | IFP Advisors Inc | 1,248 | $38K | 0.0% | -74.8% | 0.024% | |
| 11/17/2025 | NewEdge Advisors LLC | 15,818 | $482K | 0.0% | +13.3% | 0.304% | |
| 11/17/2025 | Susquehanna International Group LLP | 23,780 | $725K | 0.0% | N/A | 0.457% | |
| 11/17/2025 | Citadel Advisors LLC | 23,738 | $723K | 0.0% | +54.9% | 0.457% | |
| 11/17/2025 | Axiom Financial Strategies LLC | 208,759 | $6.36M | 2.7% | +1.1% | 4.015% | |
| 11/17/2025 | Ameriprise Financial Inc. | 80,823 | $2.46M | 0.0% | -20.3% | 1.554% | |
| 11/14/2025 | Raymond James Financial Inc. | 313,161 | $9.54M | 0.0% | +4.4% | 6.022% | |
| 11/13/2025 | Private Advisor Group LLC | 15,452 | $471K | 0.0% | +4.0% | 0.297% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 7,640 | $233K | 0.0% | +10.5% | 0.147% | |
| 11/6/2025 | Assetmark Inc. | 978 | $30K | 0.0% | N/A | 0.019% | |
| 11/5/2025 | SPC Financial Inc. | 191,725 | $5.84M | 0.5% | +4.3% | 3.687% | |
| 11/5/2025 | MONECO Advisors LLC | 22,840 | $696K | 0.1% | -3.7% | 0.431% | |
| 11/5/2025 | J.W. Cole Advisors Inc. | 7,001 | $213K | 0.0% | -5.5% | 0.132% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 117,240 | $3.57M | 0.0% | -0.7% | 2.212% | |
| 10/24/2025 | One Degree Advisors Inc | 35,592 | $1.08M | 0.3% | +11.0% | 0.672% | |
| 10/16/2025 | MBL Wealth LLC | 245,998 | $7.50M | 0.7% | -2.8% | 4.641% | |
| 10/16/2025 | Whitaker Myers Wealth Managers LTD. | 47,610 | $1.45M | 0.3% | +0.9% | 0.898% | |
| 10/15/2025 | Pacer Advisors Inc. | 400,821 | $12.21M | 0.0% | +6.1% | 7.563% | |
| 10/15/2025 | Private Trust Co. NA | 9,273 | $283K | 0.0% | +23.8% | 0.175% | |
| 10/14/2025 | J2 Capital Management Inc | 9,367 | $285K | 0.2% | N/A | 0.177% | |
| 9/4/2025 | Osaic Holdings Inc. | 43,994 | $1.28M | 0.0% | +3.2% | 0.807% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 6,914 | $201K | 0.0% | N/A | 0.127% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 6,914 | $201K | 0.0% | N/A | 0.127% | |
| 8/15/2025 | MML Investors Services LLC | 90,734 | $2.63M | 0.0% | N/A | 1.665% | |
| 8/15/2025 | Ameriprise Financial Inc. | 101,392 | $2.94M | 0.0% | -2.7% | 1.860% | |
| 8/14/2025 | Jane Street Group LLC | 140,800 | $4.09M | 0.0% | +165.6% | 2.583% | |
| 8/14/2025 | Raymond James Financial Inc. | 299,854 | $8.70M | 0.0% | +5.9% | 5.502% | |
| 8/14/2025 | Napa Wealth Management | 68,397 | $1.98M | 0.9% | N/A | 1.255% | |
| 8/14/2025 | NewEdge Advisors LLC | 13,957 | $405K | 0.0% | +47.3% | 0.256% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 31,781 | $922K | 0.0% | +807.3% | 0.583% | |
| 8/12/2025 | ADE LLC | 24,483 | $710K | 0.4% | +4.9% | 0.449% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 79,453 | $2.31M | 0.0% | +10.8% | 1.432% | |
| 8/8/2025 | Cetera Investment Advisers | 379,214 | $11.00M | 0.0% | +1.5% | 6.833% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 118,055 | $3.43M | 0.0% | +251.4% | 2.127% | |
| 7/30/2025 | Freedom Investment Management Inc. | 20,400 | $592K | 0.0% | -2.3% | 0.368% | |
| 7/30/2025 | Axiom Financial Strategies LLC | 206,584 | $5.99M | 3.3% | +0.5% | 3.722% | |
| 7/29/2025 | Private Trust Co. NA | 7,490 | $217K | 0.0% | -19.3% | 0.135% | |
| 7/25/2025 | SPC Financial Inc. | 183,745 | $5.33M | 0.4% | +11.2% | 3.311% | |
| 7/25/2025 | One Degree Advisors Inc | 32,056 | $929K | 0.3% | +130.1% | 0.578% | |
| 7/22/2025 | MBL Wealth LLC | 253,139 | $7.34M | 0.7% | +3.4% | 4.561% | |
| 7/7/2025 | Whitaker Myers Wealth Managers LTD. | 47,192 | $1.37M | 0.3% | -0.9% | 0.850% | |
| 5/21/2025 | MBL Wealth LLC | 244,893 | $7.18M | 0.7% | +4.7% | 4.493% | |
| 5/19/2025 | Jane Street Group LLC | 53,012 | $1.55M | 0.0% | +160.8% | 0.973% | |
| 5/16/2025 | NewEdge Advisors LLC | 9,475 | $278K | 0.0% | +14.9% | 0.174% | |
| 5/15/2025 | Royal Bank of Canada | 40,013 | $1.17M | 0.0% | +52.3% | 0.734% | |
| 5/14/2025 | Freedom Investment Management Inc. | 20,881 | $612K | 0.1% | +14.4% | 0.383% | |
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| 5/13/2025 | Raymond James Financial Inc. | 283,062 | $8.30M | 0.0% | +3.0% | 5.341% | |
| 5/12/2025 | One Degree Advisors Inc | 13,930 | $408K | 0.2% | +66.9% | 0.263% | |
| 5/8/2025 | SPC Financial Inc. | 165,189 | $4.84M | 0.4% | +8.2% | 3.117% | |
| 5/7/2025 | LPL Financial LLC | 558,983 | $16.39M | 0.0% | +10.9% | 10.547% | |
| 5/7/2025 | Empirical Finance LLC | 193,079 | $5.66M | 0.3% | -6.0% | 3.643% | |
| 5/6/2025 | Pacer Advisors Inc. | 415,138 | $12.17M | 0.0% | +15.2% | 7.833% | |
| 5/6/2025 | Cetera Investment Advisers | 373,443 | $10.95M | 0.0% | -2.2% | 7.046% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 71,732 | $2.10M | 0.0% | +4.0% | 1.353% | |
| 5/1/2025 | ADE LLC | 23,338 | $684K | 0.4% | +2.9% | 0.440% | |
| 5/1/2025 | Stegent Equity Advisors Inc. | 6,889 | $202K | 0.2% | N/A | 0.130% | |