| 5/19/2026 | Bank of America Corp DE | 11,715 | $762K | 0.0% | -9.9% | 0.255% | |
| 5/18/2026 | Royal Bank of Canada | 6,626 | $431K | 0.0% | +18.6% | 0.144% | |
| 5/13/2026 | Cetera Investment Advisers | 8,840 | $575K | 0.0% | -1.8% | 0.192% | |
| 4/30/2026 | Beam Wealth Advisors Inc. | 11,302 | $735K | 0.2% | N/A | 0.246% | |
| 4/27/2026 | Private Advisor Group LLC | 605,619 | $39.38M | 0.2% | -0.1% | 13.166% | |
| 3/9/2026 | Rubicon Advisors GP | 5,135 | $340K | 0.3% | N/A | 0.115% | |
| 2/17/2026 | Cetera Investment Advisers | 9,004 | $596K | 0.0% | -15.5% | 0.202% | |
| 2/17/2026 | Osaic Holdings Inc. | 15,334 | $1.01M | 0.0% | +26.8% | 0.345% | |
| 2/17/2026 | Private Advisor Group LLC | 606,170 | $40.09M | 0.2% | +2.7% | 13.622% | |
| 2/13/2026 | Heritage Wealth Advisors | 17,870 | $1.18M | 0.0% | -10.0% | 0.402% | |
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| 2/12/2026 | Financial Engines Advisors L.L.C. | 11,190 | $740K | 0.0% | -8.1% | 0.251% | |
| 2/11/2026 | LPL Financial LLC | 116,116 | $7.68M | 0.0% | -6.6% | 2.609% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 48,978 | $3.24M | 0.1% | N/A | 1.101% | |
| 1/23/2026 | Farther Finance Advisors LLC | 3,475 | $230K | 0.0% | N/A | 0.078% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 152,876 | $10.11M | 0.5% | +2.8% | 3.451% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 4,335 | $295K | 0.0% | -6.9% | 0.100% | |
| 11/17/2025 | Financial Engines Advisors L.L.C. | 12,176 | $785K | 0.0% | -6.0% | 0.297% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 7,299 | $471K | 0.0% | +14.4% | 0.178% | |
| 11/17/2025 | Citadel Advisors LLC | 9,251 | $596K | 0.0% | -22.6% | 0.226% | |
| 11/17/2025 | Bank of America Corp DE | 12,801 | $825K | 0.0% | +11.9% | 0.312% | |
| 11/14/2025 | Raymond James Financial Inc. | 11,111 | $716K | 0.0% | +422.4% | 0.271% | |
| 11/14/2025 | Two Sigma Investments LP | 10,400 | $670K | 0.0% | N/A | 0.254% | |
| 11/13/2025 | Private Advisor Group LLC | 590,362 | $38.06M | 0.2% | +2.4% | 14.399% | |
| 11/13/2025 | Heritage Wealth Advisors | 19,860 | $1.28M | 0.1% | -66.1% | 0.484% | |
| 11/12/2025 | American Century Companies Inc. | 1,485,388 | $95.75M | 0.0% | +0.7% | 36.229% | |
| 11/7/2025 | Synovus Financial Corp | 231,907 | $14.95M | 0.2% | -0.4% | 5.656% | |
| 11/6/2025 | Stratos Wealth Advisors LLC | 148,736 | $9.59M | 0.5% | -0.3% | 3.628% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 818,764 | $52.78M | 0.0% | +4.3% | 19.970% | |
| 10/22/2025 | Worth Financial Advisory Group LLC | 8,497 | $548K | 0.3% | +4.3% | 0.207% | |
| 9/4/2025 | Osaic Holdings Inc. | 15,246 | $946K | 0.0% | +7.5% | 0.384% | |
| 8/14/2025 | Raymond James Financial Inc. | 2,127 | $132K | 0.0% | N/A | 0.054% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 6,381 | $396K | 0.0% | +22.1% | 0.161% | |
| 8/12/2025 | American Century Companies Inc. | 1,475,783 | $91.57M | 0.0% | -2.1% | 37.173% | |
| 8/11/2025 | Heritage Wealth Advisors | 58,619 | $3.64M | 0.2% | -1.0% | 1.477% | |
| 8/8/2025 | Cetera Investment Advisers | 13,735 | $852K | 0.0% | +107.8% | 0.346% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 785,064 | $48.71M | 0.0% | +0.2% | 19.775% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 149,258 | $9.26M | 0.5% | +3.8% | 3.760% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 55,558 | $3.45M | 0.2% | +28.3% | 1.399% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 8,147 | $505K | 0.3% | +9.6% | 0.205% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,810 | $304K | 0.0% | N/A | 0.121% | |
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| 7/9/2025 | Sunpointe LLC | 13,086 | $812K | 0.3% | -2.3% | 0.330% | |
| 5/15/2025 | Royal Bank of Canada | 5,410 | $329K | 0.0% | +50.8% | 0.134% | |
| 5/14/2025 | Synovus Financial Corp | 233,100 | $14.17M | 0.2% | -8.0% | 5.784% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,224 | $318K | 0.0% | +69.8% | 0.130% | |
| 5/8/2025 | Heritage Wealth Advisors | 59,207 | $3.60M | 0.2% | +15.5% | 1.480% | |
| 5/7/2025 | Sunpointe LLC | 13,394 | $814K | 0.4% | +1.7% | 0.335% | |
| 5/7/2025 | LPL Financial LLC | 145,345 | $8.84M | 0.0% | +34.8% | 3.634% | |
| 5/6/2025 | Cetera Investment Advisers | 6,609 | $402K | 0.0% | +71.0% | 0.165% | |
| 5/5/2025 | Private Advisor Group LLC | 562,288 | $34.18M | 0.2% | +6.9% | 14.057% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 143,820 | $8.74M | 0.5% | N/A | 3.596% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 783,663 | $47.64M | 0.0% | +0.5% | 19.592% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 43,289 | $2.63M | 0.1% | +82.1% | 1.082% | |
| 2/17/2025 | Citadel Advisors LLC | 14,249 | $869K | 0.0% | +19.2% | 0.377% | |
| 2/17/2025 | Bank of America Corp DE | 14,517 | $885K | 0.0% | +315.7% | 0.384% | |
| 2/17/2025 | Allegheny Financial Group | 3,474 | $212K | 0.1% | N/A | 0.092% | |
| 2/13/2025 | Synovus Financial Corp | 253,235 | $15.45M | 0.2% | -1.4% | 6.699% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 779,681 | $47.56M | 0.0% | -4.1% | 20.626% | |
| 2/12/2025 | Heritage Wealth Advisors | 51,269 | $3.13M | 0.2% | +2.0% | 1.356% | |
| 2/11/2025 | LPL Financial LLC | 107,811 | $6.58M | 0.0% | -3.3% | 2.852% | |
| 2/11/2025 | American Century Companies Inc. | 1,507,473 | $91.95M | 0.1% | -3.6% | 39.880% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 6,217 | $379K | 0.0% | +8.7% | 0.164% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,095 | $311K | 0.0% | -15.1% | 0.135% | |
| 2/3/2025 | WealthBridge Capital Management LLC | 5,788 | $353K | 0.1% | -4.1% | 0.153% | |
| 2/3/2025 | Sunpointe LLC | 13,175 | $804K | 0.4% | N/A | 0.349% | |
| 2/3/2025 | Private Advisor Group LLC | 526,177 | $32.09M | 0.2% | +7.2% | 13.920% | |
| 1/31/2025 | D.A. Davidson & CO. | 4,481 | $273K | 0.0% | N/A | 0.119% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 23,771 | $1.45M | 0.1% | N/A | 0.629% | |
| 11/25/2024 | Synovus Financial Corp | 256,729 | $15.95M | 0.2% | -3.2% | 6.792% | |
| 11/15/2024 | HighTower Advisors LLC | 9,169 | $568K | 0.0% | N/A | 0.243% | |
| 10/25/2024 | Worth Financial Advisory Group LLC | 7,473 | $464K | 0.3% | +3.0% | 0.198% | |
| 10/22/2024 | Private Advisor Group LLC | 491,057 | $30.50M | 0.2% | +15.1% | 12.991% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 819,113 | $46.48M | 0.0% | +5.0% | 21.670% | |
| 8/8/2024 | American Century Companies Inc. | 1,561,340 | $88.59M | 0.1% | +2.9% | 41.305% | |
| 8/5/2024 | Private Advisor Group LLC | 426,663 | $24.21M | 0.2% | +8.4% | 11.287% | |
| 7/26/2024 | Worth Financial Advisory Group LLC | 7,255 | $412K | 0.3% | -42.2% | 0.192% | |
| 5/21/2024 | Atria Investments Inc | 43,650 | $2.55M | 0.0% | -6.8% | 1.155% | |
| 5/8/2024 | Heritage Wealth Advisors | 44,108 | $2.57M | 0.1% | +56.0% | 1.167% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 8,838 | $515K | 0.0% | -18.9% | 0.234% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 12,558 | $732K | 0.5% | +2.6% | 0.332% | |
| 4/30/2024 | Private Advisor Group LLC | 393,681 | $22.95M | 0.2% | +2.6% | 10.415% | |
| 4/30/2024 | Investment Advisory Group LLC | 3,600 | $210K | 0.1% | N/A | 0.095% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 3,843 | $224K | 0.0% | N/A | 0.102% | |
| 2/12/2024 | Heritage Wealth Advisors | 28,269 | $1.50M | 0.1% | -1.3% | 0.650% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 10,895 | $579K | 0.0% | -8.1% | 0.250% | |
| 2/6/2024 | Private Advisor Group LLC | 383,646 | $20.38M | 0.2% | +11.3% | 8.819% | |
| 2/1/2024 | CWM LLC | 650 | $35K | 0.0% | N/A | 0.015% | |
| 1/19/2024 | Worth Financial Advisory Group LLC | 12,240 | $650K | 0.5% | -2.1% | 0.281% | |
| 11/30/2023 | American Century Companies Inc. | 1,906,640 | $92.74M | 0.1% | -8.0% | 43.831% | |
| 11/14/2023 | Synovus Financial Corp | 274,917 | $13.38M | 0.2% | -0.6% | 6.320% | |
| 11/13/2023 | LPL Financial LLC | 118,163 | $5.75M | 0.0% | -1.7% | 2.716% | |
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| 11/13/2023 | Envestnet Asset Management Inc. | 749,654 | $36.47M | 0.0% | +1.5% | 17.233% | |
| 11/9/2023 | Heritage Wealth Advisors | 28,648 | $1.39M | 0.1% | -7.9% | 0.659% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 11,859 | $577K | 0.0% | N/A | 0.273% | |
| 11/7/2023 | Atria Investments Inc | 48,354 | $2.35M | 0.0% | +0.8% | 1.112% | |
| 11/3/2023 | Private Advisor Group LLC | 344,837 | $16.77M | 0.1% | +12.5% | 7.927% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 11,095 | $540K | 0.0% | -4.0% | 0.255% | |
| 10/13/2023 | Worth Financial Advisory Group LLC | 12,505 | $608K | 0.5% | -28.7% | 0.287% | |
| 8/10/2023 | Private Advisor Group LLC | 306,422 | $15.25M | 0.1% | +7.2% | 7.044% | |
| 8/9/2023 | Heritage Wealth Advisors | 31,116 | $1.55M | 0.1% | -0.6% | 0.715% | |
| 8/8/2023 | Synovus Financial Corp | 276,585 | $13.77M | 0.2% | +0.4% | 6.358% | |