| 7/23/2025 | Foresight Capital Management Advisors Inc. | 4,167 | $534K | 0.3% | N/A | 0.186% | |
| 7/23/2025 | Elm3 Financial Group LLC | 2,179 | $279K | 0.2% | N/A | 0.097% | |
| 7/22/2025 | Compass Financial Group INC SD | 9,101 | $1.17M | 0.2% | -8.7% | 0.406% | |
| 7/21/2025 | Tanglewood Wealth Management Inc. | 1,755 | $225K | 0.0% | -99.1% | 0.078% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,963 | $252K | 0.0% | N/A | 0.088% | |
| 7/18/2025 | Truist Financial Corp | 4,066 | $521K | 0.0% | N/A | 0.182% | |
| 7/15/2025 | Retireful LLC | 3,514 | $451K | 0.3% | N/A | 0.157% | |
| 7/14/2025 | AdvisorNet Financial Inc | 232 | $30K | 0.0% | +307.0% | 0.010% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 210 | $27K | 0.0% | N/A | 0.009% | |
| 7/14/2025 | Caitlin John LLC | 3,081 | $395K | 0.4% | -16.5% | 0.138% | |
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| 7/11/2025 | UMB Bank n.a. | 34,230 | $4.39M | 0.1% | -0.2% | 1.528% | |
| 7/10/2025 | Anderson Hoagland & Co. | 178,461 | $22.88M | 2.2% | +0.2% | 7.967% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 1,616 | $207K | 0.0% | N/A | 0.072% | |
| 7/8/2025 | Parallel Advisors LLC | 3,340 | $428K | 0.0% | -3.6% | 0.149% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 3,194 | $405K | 0.0% | +18.3% | 0.153% | |
| 5/16/2025 | NewEdge Advisors LLC | 69,505 | $8.81M | 0.1% | +1.6% | 3.326% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 1,975 | $250K | 0.0% | N/A | 0.094% | |
| 5/15/2025 | Royal Bank of Canada | 8,811 | $1.12M | 0.0% | -1.9% | 0.422% | |
| 5/15/2025 | Titleist Asset Management LLC | 32,014 | $4.06M | 0.5% | +45.4% | 1.532% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,506 | $191K | 0.0% | N/A | 0.072% | |
| 5/14/2025 | Caitlin John LLC | 3,690 | $468K | 0.5% | -20.3% | 0.177% | |
| 5/13/2025 | Compass Financial Group INC SD | 9,969 | $1.26M | 0.2% | -8.3% | 0.477% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,103 | $1.66M | 0.0% | N/A | 0.682% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 133,637 | $16.94M | 0.3% | +32.1% | 6.960% | |
| 5/7/2025 | LPL Financial LLC | 33,365 | $4.23M | 0.0% | +62.8% | 1.738% | |
| 5/6/2025 | Cetera Investment Advisers | 3,606 | $457K | 0.0% | N/A | 0.188% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 13,359 | $1.69M | 0.0% | -1.1% | 0.696% | |
| 5/6/2025 | Advisor OS LLC | 4,187 | $531K | 0.1% | N/A | 0.218% | |
| 5/2/2025 | Apollon Financial LLC | 1,865 | $236K | 0.1% | N/A | 0.097% | |
| 4/30/2025 | MJP Associates Inc. ADV | 4,187 | $531K | 0.1% | N/A | 0.218% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,993 | $633K | 0.0% | -21.0% | 0.260% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 270 | $34K | 0.0% | N/A | 0.014% | |
| 4/23/2025 | Independence Asset Advisors LLC | 20,815 | $2.64M | 8.6% | +283.7% | 1.084% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 2,948 | $374K | 0.0% | +13.9% | 0.154% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 28,497 | $3.61M | 0.0% | +8.8% | 1.484% | |
| 4/21/2025 | L.M. Kohn & Company | 3,906 | $495K | 0.1% | N/A | 0.203% | |
| 4/21/2025 | Martin Worley Group | 65,624 | $8.32M | 4.7% | +13.2% | 3.418% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 12,816 | $1.62M | 0.0% | N/A | 0.668% | |
| 4/14/2025 | Tanglewood Wealth Management Inc. | 201,853 | $25.58M | 2.9% | N/A | 10.568% | |
| 4/14/2025 | UMB Bank n.a. | 34,312 | $4.35M | 0.1% | -3.9% | 1.796% | |
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| 4/9/2025 | Anderson Hoagland & Co. | 178,112 | $22.57M | 2.8% | -0.7% | 9.325% | |
| 4/8/2025 | Parallel Advisors LLC | 3,465 | $439K | 0.0% | +148.4% | 0.181% | |
| 2/14/2025 | Jane Street Group LLC | 3,330 | $401K | 0.0% | +76.3% | 0.345% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 278 | $34K | 0.0% | N/A | 0.029% | |
| 2/13/2025 | Keystone Financial Group | 8,934 | $1.08M | 0.1% | N/A | 0.926% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 8,284 | $998K | 0.3% | +402.4% | 0.858% | |
| 2/13/2025 | Bank of Montreal Can | 1,438 | $173K | 0.0% | +141.3% | 0.149% | |
| 2/13/2025 | Titleist Asset Management LLC | 22,020 | $2.65M | 0.3% | N/A | 2.282% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 6,317 | $761K | 0.0% | +10.8% | 0.655% | |
| 2/13/2025 | Smith Moore & CO. | 5,029 | $606K | 0.1% | N/A | 0.521% | |
| 2/12/2025 | Martin Worley Group | 57,993 | $6.99M | 4.4% | N/A | 6.010% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 8,448 | $1.02M | 0.0% | +165.0% | 0.875% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 2,700 | $325K | 0.0% | +38.3% | 0.280% | |
| 2/11/2025 | LPL Financial LLC | 20,491 | $2.47M | 0.0% | -47.0% | 2.123% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 24,470 | $2.95M | 0.0% | +404.6% | 2.536% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 13,510 | $1.63M | 0.0% | +9.4% | 1.400% | |
| 2/5/2025 | Parkside Financial Bank & Trust | 3,134 | $378K | 0.0% | +41.2% | 0.325% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 1,811 | $218K | 0.0% | N/A | 0.188% | |
| 1/30/2025 | Compass Financial Group INC SD | 10,873 | $1.31M | 0.2% | -2.6% | 1.127% | |
| 1/28/2025 | Independence Asset Advisors LLC | 5,425 | $654K | 3.0% | N/A | 0.562% | |
| 1/27/2025 | Caitlin John LLC | 4,632 | $558K | 0.4% | -6.5% | 0.480% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 101,199 | $12.20M | 0.2% | +7.0% | 10.487% | |
| 1/21/2025 | Anderson Hoagland & Co. | 179,328 | $22.01M | 2.3% | -2.9% | 18.583% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 2,589 | $312K | 0.0% | +43.2% | 0.268% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 1,649 | $200K | 0.1% | +12.3% | 0.171% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 3,188 | $388K | 0.0% | N/A | 0.330% | |
| 11/15/2024 | National Bank of Canada FI | 415 | $50K | 0.0% | +66.0% | 0.043% | |
| 11/15/2024 | Jane Street Group LLC | 1,889 | $230K | 0.0% | N/A | 0.196% | |
| 11/13/2024 | D.A. Davidson & CO. | 3,590 | $437K | 0.0% | -4.6% | 0.372% | |
| 11/7/2024 | Pathstone Holdings LLC | 12,390 | $1.51M | 0.0% | -8.3% | 1.284% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 1,952 | $237K | 0.0% | N/A | 0.202% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 94,550 | $11.50M | 0.2% | +67.1% | 9.798% | |
| 10/9/2024 | UMB Bank n.a. | 35,764 | $4.35M | 0.1% | +3.1% | 3.706% | |
| 10/8/2024 | Anderson Hoagland & Co. | 184,593 | $22.38M | 2.3% | -0.8% | 19.129% | |
| 8/16/2024 | NewEdge Advisors LLC | 55,490 | $6.31M | 0.0% | N/A | 5.750% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 284 | $34K | 0.0% | N/A | 0.029% | |
| 8/12/2024 | Glass Jacobson Investment Advisors llc | 1,468 | $167K | 0.1% | +119.8% | 0.152% | |
| 8/5/2024 | Parkside Financial Bank & Trust | 2,220 | $252K | 0.0% | +4.1% | 0.230% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 56,597 | $6.43M | 0.2% | +5.3% | 5.865% | |
| 8/1/2024 | Interchange Capital Partners LLC | 5,556 | $631K | 0.2% | N/A | 0.576% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 3,903 | $444K | 0.0% | -2.7% | 0.404% | |
| 7/24/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 1,901 | $216K | 0.1% | -5.2% | 0.197% | |
| 7/10/2024 | Compass Financial Group INC SD | 11,360 | $1.29M | 0.3% | -1.9% | 1.177% | |
| 7/10/2024 | Anderson Hoagland & Co. | 185,993 | $21.08M | 2.2% | +4.9% | 19.274% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 11,250 | $1.26M | 0.0% | -76.1% | 1.166% | |
| 4/26/2024 | UMB Bank n.a. | 34,677 | $3.88M | 0.1% | -1.5% | 3.593% | |
| 4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 2,006 | $224K | 0.1% | -5.0% | 0.208% | |
| 4/12/2024 | Anderson Hoagland & Co. | 177,224 | $19.29M | 2.2% | +1.9% | 20.371% | |
| 4/10/2024 | Compass Financial Group INC SD | 11,582 | $1.30M | 0.3% | -5.1% | 1.331% | |
| 4/9/2024 | Destiny Wealth Partners LLC | 75,931 | $8.50M | 1.5% | -12.5% | 8.728% | |
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| 2/12/2024 | Parallel Advisors LLC | 3,700 | $387K | 0.0% | -11.0% | 0.425% | |
| 2/9/2024 | Keystone Financial Group | 7,253 | $759K | 0.1% | +12.4% | 0.834% | |
| 2/8/2024 | Foundations Investment Advisors LLC | 50,575 | $5.40M | 0.1% | -11.5% | 5.813% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 47,145 | $4.93M | 0.0% | +1.6% | 5.419% | |
| 2/6/2024 | Spire Wealth Management | 1,058 | $112K | 0.0% | -46.6% | 0.122% | |
| 1/25/2024 | International Assets Investment Management LLC | 26,160 | $2.74M | 0.0% | +10,364.0% | 3.007% | |
| 1/24/2024 | International Assets Investment Management LLC | 26,160 | $2.74M | 0.0% | +10,364.0% | 3.007% | |
| 1/23/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 2,111 | $221K | 0.1% | -4.4% | 0.243% | |
| 1/23/2024 | UMB Bank n.a. | 35,211 | $3.68M | 0.1% | -0.5% | 4.047% | |
| 1/22/2024 | Glass Jacobson Investment Advisors llc | 1,387 | $145K | 0.1% | +706.4% | 0.159% | |
