| 7/28/2025 | Copia Wealth Management | 1,586 | $54K | 0.0% | +54.1% | 0.005% | |
| 7/11/2025 | Farther Finance Advisors LLC | 8,914 | $303K | 0.0% | +14,756.7% | 0.026% | |
| 5/16/2025 | NewEdge Advisors LLC | 72,280 | $2.27M | 0.0% | -8.7% | 0.219% | |
| 5/15/2025 | Baird Financial Group Inc. | 732,457 | $23.01M | 0.0% | +2.4% | 2.216% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 50,406 | $1.58M | 0.1% | +7.9% | 0.153% | |
| 5/8/2025 | Cozad Asset Management Inc. | 53,884 | $1.69M | 0.2% | -3.5% | 0.163% | |
| 5/6/2025 | Pacer Advisors Inc. | 623,791 | $19.59M | 0.0% | +6.5% | 1.887% | |
| 4/28/2025 | Longview Financial Advisors Inc. | 352,782 | $11.08M | 9.5% | +22.4% | 1.005% | |
| 4/16/2025 | Farmers & Merchants Investments Inc. | 808 | $25K | 0.0% | -41.7% | 0.002% | |
| 4/16/2025 | BigSur Wealth Management LLC | 54,500 | $1.71M | 0.5% | -6.5% | 0.155% | |
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| 3/6/2025 | Copia Wealth Management | 1,029 | $30K | 0.0% | N/A | 0.003% | |
| 2/17/2025 | Captrust Financial Advisors | 77,315 | $2.26M | 0.0% | N/A | 0.173% | |
| 2/17/2025 | Baird Financial Group Inc. | 715,442 | $20.88M | 0.0% | +2.6% | 1.602% | |
| 2/12/2025 | JPMorgan Chase & Co. | 20,190 | $589K | 0.0% | +3.9% | 0.045% | |
| 2/10/2025 | Cozad Asset Management Inc. | 55,827 | $1.63M | 0.2% | +3.7% | 0.125% | |
| 2/6/2025 | Jones Financial Companies Lllp | 111,759 | $3.26M | 0.0% | +65.5% | 0.250% | |
| 2/3/2025 | Longview Financial Advisors Inc. | 288,230 | $8.41M | 6.6% | +18.3% | 0.646% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 46,713 | $1.36M | 0.1% | -2.6% | 0.105% | |
| 1/28/2025 | Farmers & Merchants Investments Inc. | 1,386 | $40K | 0.0% | N/A | 0.003% | |
| 1/28/2025 | Barrett & Company Inc. | 18,213 | $532K | 0.2% | -3.1% | 0.041% | |
| 1/23/2025 | SOL Capital Management CO | 9,570 | $279K | 0.0% | -13.7% | 0.021% | |
| 1/22/2025 | Pacer Advisors Inc. | 585,796 | $17.10M | 0.0% | +1.7% | 1.312% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 21,375 | $624K | 0.0% | -69.9% | 0.048% | |
| 12/26/2024 | JPMorgan Chase & Co. | 19,423 | $614K | 0.0% | -24.3% | 0.044% | |
| 11/12/2024 | Pacer Advisors Inc. | 576,120 | $18.22M | 0.0% | +0.6% | 1.290% | |
| 11/5/2024 | FDx Advisors Inc. | 40,773 | $1.29M | 0.4% | +2.1% | 0.091% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 47,980 | $1.52M | 0.1% | +1.0% | 0.107% | |
| 10/31/2024 | Cozad Asset Management Inc. | 53,857 | $1.70M | 0.2% | -2.6% | 0.121% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 71,100 | $2.25M | 0.0% | +1.0% | 0.159% | |
| 10/19/2024 | Longview Financial Advisors Inc. | 243,550 | $7.70M | 5.6% | +1.7% | 0.545% | |
| 8/14/2024 | Certified Advisory Corp | 304,523 | $9.25M | 1.2% | +0.2% | 0.682% | |
| 8/13/2024 | Pacer Advisors Inc. | 572,620 | $17.39M | 0.0% | -2.7% | 1.282% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 1,055 | $32K | 0.0% | N/A | 0.002% | |
| 8/2/2024 | FDx Advisors Inc. | 39,916 | $1.21M | 0.3% | N/A | 0.089% | |
| 8/2/2024 | Cozad Asset Management Inc. | 55,307 | $1.68M | 0.2% | +1.8% | 0.124% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 47,502 | $1.44M | 0.1% | -1.1% | 0.106% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 245,794 | $7.46M | 0.0% | -13.2% | 0.550% | |
| 7/26/2024 | Bank of New York Mellon Corp | 180,367 | $5.48M | 0.0% | N/A | 0.404% | |
| 5/17/2024 | Comerica Bank | 31,294 | $1M | 0.0% | +7.6% | 0.070% | |
| 5/14/2024 | OLD Mission Capital LLC | 401,426 | $12.83M | 0.2% | +231.7% | 0.899% | |
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| 5/13/2024 | Rockport Wealth LLC | 21,373 | $683K | 0.2% | N/A | 0.048% | |
| 5/8/2024 | Cozad Asset Management Inc. | 54,349 | $1.74M | 0.2% | +2.6% | 0.126% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 21,210 | $678K | 0.0% | +31.2% | 0.049% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 283,097 | $9.05M | 0.0% | +11.4% | 0.655% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 48,023 | $1.53M | 0.1% | +37.3% | 0.111% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 1,197 | $37K | 0.0% | N/A | 0.005% | |
| 2/13/2024 | Jones Financial Companies Lllp | 1,058 | $33K | 0.0% | N/A | 0.004% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 34,971 | $1.09M | 0.1% | +8.6% | 0.148% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 254,152 | $7.94M | 0.0% | +28.1% | 1.075% | |
| 2/9/2024 | Certified Advisory Corp | 294,200 | $9.19M | 1.4% | +13.2% | 1.244% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 16,164 | $505K | 0.0% | -3.0% | 0.068% | |
| 2/5/2024 | Cozad Asset Management Inc. | 52,970 | $1.66M | 0.2% | +25.3% | 0.224% | |
| 1/16/2024 | Pacer Advisors Inc. | 519,685 | $16.24M | 0.0% | +23.7% | 2.197% | |
| 11/13/2023 | Certified Advisory Corp | 259,966 | $7.77M | 0.9% | +10.9% | 1.099% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 16,665 | $498K | 0.0% | -10.0% | 0.070% | |
| 11/2/2023 | Cozad Asset Management Inc. | 42,280 | $1.26M | 0.2% | +9.6% | 0.179% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 198,450 | $5.93M | 0.0% | +51.9% | 0.839% | |
| 8/14/2023 | Certified Advisory Corp | 234,312 | $6.97M | 1.3% | +60.5% | 0.991% | |
| 8/11/2023 | Baird Financial Group Inc. | 123,096 | $3.66M | 0.0% | +266.0% | 0.541% | |
| 8/11/2023 | Karpus Management Inc. | 92,705 | $2.76M | 0.1% | -20.3% | 0.407% | |
| 8/9/2023 | Flow Traders U.S. LLC | 151,485 | $4.50M | 0.2% | +364.6% | 0.666% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 18,524 | $551K | 0.0% | -2.9% | 0.081% | |
| 7/26/2023 | Cozad Asset Management Inc. | 38,577 | $1.15M | 0.1% | N/A | 0.170% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 130,617 | $3.88M | 0.0% | +100.3% | 0.574% | |
| 7/12/2023 | Pacer Advisors Inc. | 385,372 | $11.46M | 0.0% | +17.2% | 1.694% | |
| 5/12/2023 | NewEdge Advisors LLC | 341,748 | $10.12M | 0.1% | +30.5% | 2.177% | |
| 5/11/2023 | Karpus Management Inc. | 116,315 | $3.44M | 0.1% | N/A | 0.741% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 65,221 | $1.93M | 0.0% | +389.4% | 0.415% | |
| 5/2/2023 | Pacer Advisors Inc. | 328,868 | $9.74M | 0.0% | +40.1% | 2.095% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 19,087 | $565K | 0.0% | +136.1% | 0.122% | |
| 4/12/2023 | Worth Asset Management LLC | 965 | $29K | 0.0% | N/A | 0.006% | |
| 2/13/2023 | Wealthcare Advisory Partners LLC | 25,383 | $692K | 0.0% | -23.3% | 0.000% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 13,326 | $363K | 0.0% | -21.7% | 0.000% | |
| 2/7/2023 | Nations Financial Group Inc. IA ADV | 14,991 | $409K | 0.0% | +55.2% | 0.000% | |
| 2/6/2023 | Pacer Advisors Inc. | 234,663 | $6.40M | 0.0% | +48.9% | 0.000% | |
| 2/1/2023 | Janney Montgomery Scott LLC | 8,085 | $220K | 0.0% | N/A | 0.000% | |
| 1/18/2023 | IAM Advisory LLC | 342,581 | $9.34M | 3.4% | -0.5% | 0.000% | |
| 11/14/2022 | OLD Mission Capital LLC | 18,233 | $421K | 0.0% | -54.6% | 0.000% | |
| 10/18/2022 | Pacer Advisors Inc. | 157,613 | $3.64M | 0.0% | +175.2% | 0.000% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 17,017 | $393K | 0.0% | -45.6% | 0.000% | |
| 10/17/2022 | IAM Advisory LLC | 344,375 | $7.96M | 3.4% | +3.9% | 0.000% | |
| 8/13/2022 | NewEdge Advisors LLC | 317,965 | $8.56M | 0.1% | +70.9% | 0.000% | |
| 8/5/2022 | OLD Mission Capital LLC | 40,125 | $1.08M | 0.0% | N/A | 0.000% | |
| 7/29/2022 | Patriot Financial Group Insurance Agency LLC | 129,692 | $3.49M | 0.7% | +10.0% | 0.000% | |
| 7/14/2022 | Strategic Asset Management LLC | 2,364 | $64K | 0.1% | +211.1% | 0.000% | |
| 7/13/2022 | ACG Wealth | 179,078 | $4.82M | 1.0% | +3.2% | 0.000% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 31,301 | $843K | 0.0% | N/A | 0.000% | |
| 7/12/2022 | IAM Advisory LLC | 331,426 | $8.92M | 3.7% | +8.0% | 0.000% | |
| 5/11/2022 | Patriot Financial Group Insurance Agency LLC | 117,903 | $3.68M | 0.7% | +24,565.9% | 0.000% | |
| 5/2/2022 | Arkadios Wealth Advisors | 15,783 | $492K | 0.1% | -33.2% | 0.000% | |
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| 4/14/2022 | IAM Advisory LLC | 307,003 | $9.58M | 3.9% | N/A | 0.000% | |
| 4/7/2022 | ACG Wealth | 173,579 | $5.42M | 1.0% | +0.9% | 0.000% | |
| 4/5/2022 | Pacer Advisors Inc. | 56,871 | $1.77M | 0.0% | +160.9% | 0.000% | |
| 2/3/2022 | Pacer Advisors Inc. | 21,799 | $681K | 0.0% | -30.9% | 0.000% | |
| 2/3/2022 | Arkadios Wealth Advisors | 23,636 | $738K | 0.1% | -31.3% | 0.000% | |
| 1/18/2022 | ACG Wealth | 172,078 | $5.37M | 0.8% | +0.4% | 0.000% | |
| 11/1/2021 | ACG Wealth | 171,314 | $5.32M | 0.7% | -3.3% | 0.000% | |
| 10/19/2021 | Arkadios Wealth Advisors | 34,392 | $1.07M | 0.2% | -14.3% | 0.000% | |
| 10/15/2021 | Pacer Advisors Inc. | 31,564 | $981K | 0.0% | N/A | 0.000% | |
| 8/13/2021 | Steward Partners Investment Advisory LLC | 2,010 | $65K | 0.0% | N/A | 0.000% | |
