| 5/21/2025 | Geneos Wealth Management Inc. | 51,165 | $1.18M | 0.0% | -4.6% | 0.543% | |
| 5/19/2025 | Jane Street Group LLC | 42,771 | $988K | 0.0% | N/A | 0.454% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 26,520 | $613K | 0.0% | -2.2% | 0.282% | |
| 5/15/2025 | Royal Bank of Canada | 60,626 | $1.40M | 0.0% | +1.3% | 0.645% | |
| 5/15/2025 | OLD Mission Capital LLC | 95,334 | $2.20M | 0.0% | +211.8% | 1.014% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 13,735 | $317K | 0.0% | N/A | 0.146% | |
| 5/13/2025 | Raymond James Financial Inc. | 977,828 | $22.60M | 0.0% | -21.7% | 10.402% | |
| 5/12/2025 | Davis Selected Advisers | 3,890,080 | $89.90M | 0.5% | +0.5% | 41.384% | |
| 5/7/2025 | LPL Financial LLC | 85,262 | $1.97M | 0.0% | -6.9% | 0.907% | |
| 5/6/2025 | Kathleen S. Wright Associates Inc. | 36,603 | $846K | 0.3% | -5.9% | 0.389% | |
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| 5/5/2025 | Lunt Capital Management Inc. | 138,764 | $3.21M | 1.2% | +7.7% | 1.476% | |
| 4/30/2025 | Lakeside Advisors INC. | 58,500 | $1.35M | 0.9% | -3.3% | 0.622% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 15,387 | $355K | 0.0% | N/A | 0.164% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 59,095 | $1.38M | 0.1% | +10.8% | 0.629% | |
| 4/28/2025 | D.A. Davidson & CO. | 16,700 | $386K | 0.0% | -4.3% | 0.178% | |
| 4/28/2025 | Bellevue Asset Management LLC | 11,515 | $266K | 0.1% | -58.7% | 0.123% | |
| 4/28/2025 | Sebold Capital Management Inc. | 103,399 | $2.39M | 1.6% | -10.4% | 1.100% | |
| 4/22/2025 | Live Oak Private Wealth LLC | 61,912 | $1.43M | 0.2% | +3.4% | 0.659% | |
| 2/17/2025 | Bank of America Corp DE | 56,860 | $1.24M | 0.0% | -13.1% | 0.661% | |
| 2/14/2025 | Fischer Investment Strategies LLC | 185,434 | $4.05M | 3.2% | N/A | 2.156% | |
| 2/14/2025 | Stifel Financial Corp | 148,989 | $3.25M | 0.0% | N/A | 1.732% | |
| 2/13/2025 | Integrity Wealth Advisors Inc. | 731,914 | $15.99M | 11.6% | N/A | 8.511% | |
| 2/13/2025 | Raymond James Financial Inc. | 1,248,714 | $27.27M | 0.0% | N/A | 14.520% | |
| 2/12/2025 | OLD Mission Capital LLC | 30,572 | $668K | 0.0% | +38.7% | 0.355% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 19,749 | $431K | 0.0% | -40.6% | 0.230% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 27,121 | $592K | 0.0% | +2.2% | 0.315% | |
| 2/11/2025 | LPL Financial LLC | 91,578 | $2M | 0.0% | +77.5% | 1.065% | |
| 2/11/2025 | Atlas Wealth LLC | 43,785 | $956K | 0.4% | -8.9% | 0.509% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 177,358 | $3.87M | 0.0% | -1.2% | 2.062% | |
| 2/7/2025 | Davis Selected Advisers | 3,869,214 | $84.50M | 0.5% | +0.1% | 44.991% | |
| 2/6/2025 | Raymond James Financial Inc. | 1,248,714 | $27.27M | 0.0% | N/A | 14.520% | |
| 2/3/2025 | Lakeside Advisors INC. | 60,500 | $1.32M | 0.9% | -6.6% | 0.703% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 17,628 | $385K | 0.0% | -12.4% | 0.205% | |
| 1/28/2025 | Live Oak Private Wealth LLC | 59,881 | $1.31M | 0.2% | -2.1% | 0.696% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 53,319 | $1.17M | 0.1% | +16.3% | 0.620% | |
| 1/27/2025 | Kathleen S. Wright Associates Inc. | 38,903 | $850K | 0.3% | +7.1% | 0.452% | |
| 1/24/2025 | Lunt Capital Management Inc. | 128,871 | $2.82M | 1.1% | +8.3% | 1.499% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 53,623 | $1.17M | 0.0% | N/A | 0.624% | |
| 1/17/2025 | Atomi Financial Group Inc. | 16,114 | $352K | 0.0% | N/A | 0.187% | |
| 1/14/2025 | Sebold Capital Management Inc. | 115,443 | $2.52M | 1.7% | -2.4% | 1.342% | |
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| 11/15/2024 | Orion Portfolio Solutions LLC | 33,251 | $799K | 0.0% | -10.1% | 0.387% | |
| 11/15/2024 | Jane Street Group LLC | 22,550 | $542K | 0.0% | -57.6% | 0.262% | |
| 11/15/2024 | Atlas Wealth LLC | 48,044 | $1.15M | 0.5% | -6.2% | 0.559% | |
| 11/8/2024 | Prospera Financial Services Inc | 48,446 | $1.16M | 0.0% | -1.3% | 0.563% | |
| 11/1/2024 | Atria Investments Inc | 8,798 | $211K | 0.0% | N/A | 0.102% | |
| 10/29/2024 | Lakeside Advisors INC. | 64,800 | $1.56M | 1.0% | -1.1% | 0.753% | |
| 10/25/2024 | Bellevue Asset Management LLC | 27,686 | $665K | 0.3% | +2.1% | 0.322% | |
| 10/24/2024 | Lunt Capital Management Inc. | 119,019 | $2.86M | 1.3% | +8.8% | 1.384% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 45,852 | $1.11M | 0.1% | +249.9% | 0.533% | |
| 10/22/2024 | Sebold Capital Management Inc. | 118,289 | $2.84M | 1.9% | +4.6% | 1.375% | |
| 10/18/2024 | Raymond James & Associates | 438,111 | $10.52M | 0.0% | -0.3% | 5.094% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 179,460 | $3.57M | 0.0% | N/A | 2.087% | |
| 7/30/2024 | Lakeside Advisors INC. | 65,500 | $1.30M | 0.8% | -3.0% | 0.762% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 26,305 | $523K | 0.0% | N/A | 0.306% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 741,621 | $14.75M | 0.0% | -0.6% | 8.624% | |
| 7/19/2024 | Raymond James & Associates | 439,347 | $8.74M | 0.0% | -1.7% | 5.109% | |
| 4/29/2024 | Silicon Valley Capital Partners | 8,087 | $156K | 0.0% | N/A | 0.094% | |
| 4/26/2024 | Bellevue Asset Management LLC | 26,735 | $516K | 0.3% | +4.9% | 0.311% | |
| 4/23/2024 | Lunt Capital Management Inc. | 101,217 | $1.95M | 1.0% | +14.2% | 1.177% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 746,439 | $14.40M | 0.0% | +24.6% | 8.680% | |
| 4/22/2024 | Raymond James & Associates | 447,163 | $8.63M | 0.0% | +3.3% | 5.200% | |
| 4/17/2024 | Kathleen S. Wright Associates Inc. | 36,291 | $700K | 0.3% | -28.2% | 0.432% | |
| 4/11/2024 | Sebold Capital Management Inc. | 115,316 | $2.22M | 1.5% | +1.4% | 1.373% | |
| 3/12/2024 | Rovin Capital UT ADV | 23,579 | $437K | 0.2% | -4.6% | 0.281% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 25,889 | $468K | 0.0% | -31.9% | 0.308% | |
| 2/9/2024 | D.A. Davidson & CO. | 19,375 | $359K | 0.0% | -6.3% | 0.231% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 15,871 | $294K | 0.0% | -22.8% | 0.189% | |
| 2/6/2024 | Bellevue Asset Management LLC | 25,497 | $472K | 0.3% | +243.2% | 0.304% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 23,743 | $440K | 0.1% | +110.5% | 0.283% | |
| 2/1/2024 | Kathleen S. Wright Associates Inc. | 50,515 | $925K | 0.4% | -5.0% | 0.601% | |
| 1/30/2024 | Lunt Capital Management Inc. | 88,633 | $1.64M | 0.9% | -4.5% | 1.055% | |
| 1/29/2024 | Live Oak Private Wealth LLC | 64,426 | $1.19M | 0.2% | +3.0% | 0.767% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 10,734 | $199K | 0.0% | -12.1% | 0.128% | |
| 1/18/2024 | Sebold Capital Management Inc. | 113,744 | $2.11M | 1.6% | +30.1% | 1.354% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 598,867 | $11.10M | 0.0% | +20.0% | 7.129% | |
| 1/16/2024 | Raymond James & Associates | 432,905 | $8.02M | 0.0% | -0.9% | 5.154% | |
| 11/20/2023 | Silver Oak Securities Incorporated | 11,277 | $201K | 0.0% | -45.0% | 0.134% | |
| 11/8/2023 | D.A. Davidson & CO. | 20,675 | $369K | 0.0% | +5.6% | 0.246% | |
| 11/7/2023 | Atlas Wealth LLC | 47,132 | $841K | 0.2% | -2.4% | 0.561% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 38,029 | $679K | 0.0% | -39.6% | 0.453% | |
| 10/31/2023 | Lunt Capital Management Inc. | 92,854 | $1.66M | 0.9% | +6.1% | 1.105% | |
| 10/25/2023 | Bellevue Asset Management LLC | 7,429 | $133K | 0.1% | +20.6% | 0.088% | |
| 10/25/2023 | Rovin Capital UT ADV | 24,704 | $441K | 0.2% | +3.3% | 0.294% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 12,216 | $218K | 0.0% | -5.9% | 0.145% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 498,981 | $8.91M | 0.0% | -1.8% | 5.940% | |
| 10/24/2023 | Raymond James & Associates | 436,928 | $7.80M | 0.0% | -0.8% | 5.202% | |
| 10/23/2023 | Live Oak Private Wealth LLC | 62,547 | $1.12M | 0.2% | +11.3% | 0.745% | |
| 10/23/2023 | Sebold Capital Management Inc. | 87,439 | $1.56M | 1.3% | +5.6% | 1.041% | |
| 10/23/2023 | Kathleen S. Wright Associates Inc. | 53,148 | $946K | 0.5% | +14.9% | 0.633% | |
| 10/20/2023 | Lakeside Advisors INC. | 68,700 | $1.23M | 0.9% | -2.8% | 0.818% | |
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| 8/9/2023 | Rovin Capital UT ADV | 23,911 | $451K | 0.2% | +2.4% | 0.285% | |
| 8/2/2023 | Silver Oak Securities Incorporated | 20,511 | $387K | 0.1% | +5.0% | 0.234% | |
| 7/28/2023 | Sebold Capital Management Inc. | 82,814 | $1.56M | 1.2% | +115.9% | 0.946% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 508,081 | $9.58M | 0.0% | -0.3% | 5.807% | |
| 7/25/2023 | Raymond James & Associates | 440,574 | $8.31M | 0.0% | -0.7% | 5.035% | |
| 7/20/2023 | Kathleen S. Wright Associates Inc. | 46,239 | $872K | 0.6% | +4.3% | 0.528% | |
| 5/15/2023 | Gladstone Institutional Advisory LLC | 355,558 | $6.53M | 0.4% | +1,562.6% | 4.233% | |
| 5/12/2023 | Sebold Capital Management Inc. | 38,362 | $705K | 0.6% | +79.2% | 0.457% | |
| 5/9/2023 | Atlas Wealth LLC | 65,780 | $1.21M | 0.2% | -1.1% | 0.783% | |
| 5/8/2023 | Live Oak Private Wealth LLC | 54,931 | $1.01M | 0.2% | +1.2% | 0.654% | |
