| 8/15/2025 | MML Investors Services LLC | 19,478 | $700K | 0.0% | +8.2% | 0.088% | |
| 8/15/2025 | IHT Wealth Management LLC | 9,391 | $338K | 0.0% | +12.9% | 0.042% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 246,598 | $8.87M | 0.2% | +2.8% | 1.111% | |
| 8/15/2025 | Bank of America Corp DE | 1,537,034 | $55.26M | 0.0% | +94.8% | 6.924% | |
| 8/15/2025 | Ameriprise Financial Inc. | 125,915 | $4.53M | 0.0% | -3.6% | 0.567% | |
| 8/14/2025 | Jane Street Group LLC | 130,679 | $4.70M | 0.0% | +50.3% | 0.589% | |
| 8/14/2025 | Raymond James Financial Inc. | 737,394 | $26.51M | 0.0% | -21.4% | 3.322% | |
| 8/14/2025 | Alliancebernstein L.P. | 4,544,074 | $163.37M | 0.1% | -7.6% | 20.469% | |
| 8/14/2025 | NewEdge Advisors LLC | 687,236 | $24.71M | 0.1% | -6.4% | 3.096% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 36,187 | $1.30M | 0.1% | -19.7% | 0.163% | |
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| 8/13/2025 | Colonial Trust Advisors | 1,525 | $55K | 0.0% | N/A | 0.007% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 77,888 | $2.80M | 0.0% | -1.2% | 0.351% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 129,168 | $4.64M | 0.0% | -20.3% | 0.582% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 12,041 | $433K | 0.0% | -3.4% | 0.054% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 80,123 | $2.88M | 0.0% | -13.4% | 0.361% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 44,754 | $1.61M | 0.0% | -25.6% | 0.202% | |
| 8/5/2025 | TME Financial Inc. | 34,621 | $1.25M | 1.0% | N/A | 0.158% | |
| 8/5/2025 | Magnolia Capital Advisors LLC | 7,234 | $260K | 0.1% | N/A | 0.033% | |
| 8/4/2025 | Arkadios Wealth Advisors | 75,764 | $2.72M | 0.1% | -18.9% | 0.345% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 108,616 | $3.91M | 0.0% | -12.2% | 0.495% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 296,373 | $10.66M | 0.1% | N/A | 1.351% | |
| 7/30/2025 | D.A. Davidson & CO. | 13,851 | $498K | 0.0% | -77.2% | 0.063% | |
| 7/29/2025 | Huntleigh Advisors Inc. | 259,386 | $9.33M | 1.8% | +2.3% | 1.182% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 27,871 | $1.00M | 0.0% | N/A | 0.127% | |
| 7/29/2025 | Private Trust Co. NA | 4,955 | $178K | 0.0% | +41.3% | 0.023% | |
| 7/28/2025 | RMR Capital Management LLC | 102,331 | $3.68M | 2.6% | -14.9% | 0.466% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 21,499 | $773K | 0.0% | -87.7% | 0.098% | |
| 7/25/2025 | MGO One Seven LLC | 118,386 | $4.26M | 0.1% | N/A | 0.539% | |
| 7/25/2025 | CWM LLC | 5,074 | $182K | 0.0% | +73.4% | 0.023% | |
| 7/18/2025 | Truist Financial Corp | 134,555 | $4.84M | 0.0% | -12.3% | 0.613% | |
| 7/17/2025 | Wagner Wealth Management LLC | 471,586 | $16.96M | 3.9% | -3.5% | 2.149% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 302,908 | $10.86M | 0.0% | +259.3% | 1.380% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 31,757 | $1.14M | 0.1% | +11.2% | 0.145% | |
| 7/8/2025 | Next Level Private LLC | 12,385 | $445K | 0.1% | N/A | 0.056% | |
| 5/19/2025 | Jane Street Group LLC | 86,964 | $3.09M | 0.0% | +384.7% | 0.422% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,013,015 | $36.00M | 0.0% | +1,654.8% | 4.712% | |
| 5/16/2025 | NewEdge Advisors LLC | 734,246 | $26.10M | 0.2% | +8.5% | 3.564% | |
| 5/16/2025 | Alliancebernstein L.P. | 4,915,959 | $174.71M | 0.1% | +8.4% | 23.864% | |
| 5/15/2025 | Royal Bank of Canada | 1,507,902 | $53.59M | 0.0% | -1.8% | 7.320% | |
| 5/15/2025 | WPG Advisers LLC | 5,211 | $185K | 0.2% | N/A | 0.025% | |
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| 5/14/2025 | Comerica Bank | 98,297 | $3.49M | 0.0% | -9.5% | 0.477% | |
| 5/13/2025 | RMR Capital Management LLC | 120,222 | $4.27M | 3.0% | +1.6% | 0.584% | |
| 5/13/2025 | Raymond James Financial Inc. | 938,257 | $33.35M | 0.0% | +1.1% | 4.555% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 45,061 | $1.60M | 0.1% | +82.2% | 0.219% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 174,989 | $6.22M | 0.1% | +2.2% | 0.849% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 477,590 | $16.97M | 0.0% | +19.5% | 2.318% | |
| 5/8/2025 | Arkadios Wealth Advisors | 93,374 | $3.32M | 0.1% | N/A | 0.453% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 14,000 | $498K | 0.0% | +95.8% | 0.068% | |
| 5/7/2025 | LPL Financial LLC | 653,999 | $23.24M | 0.0% | -66.7% | 3.175% | |
| 5/6/2025 | Cetera Investment Advisers | 10,221 | $363K | 0.0% | -70.4% | 0.050% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 92,517 | $3.29M | 0.0% | -2.2% | 0.449% | |
| 5/5/2025 | Private Advisor Group LLC | 186,180 | $6.62M | 0.0% | +199.7% | 0.904% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 12,471 | $443K | 0.0% | +11.8% | 0.061% | |
| 5/1/2025 | CWM LLC | 2,926 | $104K | 0.0% | N/A | 0.014% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 123,672 | $4.40M | 0.0% | -1.1% | 0.600% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 69,713 | $2.48M | 0.2% | +8.0% | 0.309% | |
| 4/29/2025 | Huntleigh Advisors Inc. | 253,627 | $9.01M | 1.7% | +5.7% | 1.125% | |
| 4/28/2025 | D.A. Davidson & CO. | 60,711 | $2.16M | 0.0% | +35.9% | 0.269% | |
| 4/28/2025 | Private Trust Co. NA | 3,507 | $125K | 0.0% | -63.8% | 0.016% | |
| 4/23/2025 | SOL Capital Management CO | 288,948 | $10.27M | 1.1% | +8.1% | 1.281% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 5,708 | $203K | 0.0% | -89.9% | 0.025% | |
| 4/18/2025 | Wagner Wealth Management LLC | 488,481 | $17.36M | 4.3% | N/A | 2.166% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 84,312 | $3.00M | 0.0% | +10.7% | 0.374% | |
| 4/14/2025 | KMG Fiduciary Partners LLC | 28,565 | $1.02M | 0.1% | +19.2% | 0.127% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 76,154 | $2.72M | 0.0% | N/A | 0.325% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 220,153 | $7.85M | 0.2% | +50.1% | 0.000% | |
| 2/17/2025 | Royal Bank of Canada | 1,535,368 | $54.77M | 0.0% | +32.1% | 0.000% | |
| 2/17/2025 | Cetera Investment Advisers | 34,480 | $1.23M | 0.0% | -38.9% | 0.000% | |
| 2/17/2025 | Captrust Financial Advisors | 8,821 | $315K | 0.0% | -35.3% | 0.000% | |
| 2/17/2025 | Bank of America Corp DE | 1,895,332 | $67.61M | 0.0% | +192.8% | 0.000% | |
| 2/17/2025 | Ameriprise Financial Inc. | 135,438 | $4.83M | 0.0% | -9.5% | 0.000% | |
| 2/14/2025 | Jane Street Group LLC | 17,940 | $640K | 0.0% | -13.9% | 0.000% | |
| 2/14/2025 | Comerica Bank | 108,613 | $3.87M | 0.0% | +1,145.6% | 0.000% | |
| 2/14/2025 | Stifel Financial Corp | 43,403 | $1.55M | 0.0% | +19.7% | 0.000% | |
| 2/13/2025 | NewEdge Advisors LLC | 676,469 | $24.13M | 0.1% | +6.2% | 0.000% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 96,340 | $3.44M | 0.0% | +45.8% | 0.000% | |
| 2/13/2025 | Raymond James Financial Inc. | 927,834 | $33.10M | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 125,017 | $4.46M | 0.0% | +11.2% | 0.000% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,773 | $63K | 0.0% | N/A | 0.000% | |
| 2/12/2025 | Alliancebernstein L.P. | 4,536,726 | $161.83M | 0.1% | -3.4% | 0.000% | |
| 2/11/2025 | LPL Financial LLC | 1,961,046 | $69.95M | 0.0% | +2.9% | 0.000% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 6,506 | $232K | 0.0% | +4.5% | 0.000% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 399,623 | $14.26M | 0.0% | +1.4% | 0.000% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 94,616 | $3.38M | 0.0% | -4.0% | 0.000% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 24,735 | $882K | 0.1% | N/A | 0.000% | |
| 2/6/2025 | Raymond James Financial Inc. | 927,834 | $33.10M | 0.0% | N/A | 0.000% | |
| 2/3/2025 | Private Advisor Group LLC | 62,122 | $2.22M | 0.0% | -1.4% | 0.000% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 171,180 | $6.12M | 0.1% | +3.2% | 0.000% | |
| 1/31/2025 | D.A. Davidson & CO. | 44,676 | $1.59M | 0.0% | +200.9% | 0.000% | |
| 1/31/2025 | Truist Financial Corp | 162,261 | $5.79M | 0.0% | +9.7% | 0.000% | |
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| 1/31/2025 | Sanctuary Advisors LLC | 30,052 | $1.09M | 0.0% | N/A | 0.000% | |
| 1/29/2025 | Savant Capital LLC | 6,677 | $238K | 0.0% | -50.0% | 0.000% | |
| 1/24/2025 | Alterna Wealth Management Inc. | 30,250 | $1.08M | 0.9% | -11.6% | 0.000% | |
| 1/23/2025 | SOL Capital Management CO | 267,188 | $9.53M | 1.1% | +7.6% | 0.000% | |
| 1/23/2025 | RMR Capital Management LLC | 118,313 | $4.22M | 3.1% | +259.1% | 0.000% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 64,569 | $2.30M | 0.2% | +21.4% | 0.000% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 36,553 | $1.30M | 0.3% | -18.7% | 0.000% | |
| 1/15/2025 | Howard Financial Services LTD. | 8,671 | $309K | 0.0% | N/A | 0.000% | |
| 1/15/2025 | KMG Fiduciary Partners LLC | 23,971 | $855K | 0.1% | +21.9% | 0.000% | |
| 11/15/2024 | Insigneo Advisory Services LLC | 6,461 | $232K | 0.0% | +12.2% | 0.000% | |
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