| 4/30/2025 | Principal Securities Inc. | 277,535 | $19.86M | 0.4% | +0.1% | 39.648% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 299,625 | $19.78M | 0.0% | +23.3% | 42.804% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 6,524 | $431K | 0.0% | +307.0% | 0.932% | |
| 4/28/2025 | Principal Financial Group Inc. | 3,976 | $262K | 0.0% | N/A | 0.568% | |
| 4/24/2025 | Golden State Wealth Management LLC | 30,154 | $1.99M | 0.3% | +1.0% | 4.308% | |
| 4/23/2025 | Golden State Wealth Management LLC | 60,308 | $3.98M | 0.3% | +102.1% | 8.615% | |
| 2/17/2025 | Cetera Investment Advisers | 202,390 | $14.49M | 0.0% | +6.1% | 24.682% | |
| 2/13/2025 | Raymond James Financial Inc. | 6,158 | $441K | 0.0% | N/A | 0.751% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 242,988 | $17.39M | 0.0% | +1.3% | 29.633% | |
| 2/11/2025 | LPL Financial LLC | 55,404 | $3.97M | 0.0% | +3.1% | 6.757% | |
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| 2/6/2025 | Raymond James Financial Inc. | 6,158 | $441K | 0.0% | N/A | 0.751% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 2,640 | $190K | 0.0% | +90.3% | 0.322% | |
| 1/30/2025 | Principal Securities Inc. | 277,335 | $19.85M | 0.4% | +1.9% | 33.821% | |
| 1/28/2025 | Golden State Wealth Management LLC | 29,843 | $2.14M | 0.3% | N/A | 3.639% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 1,603 | $115K | 0.0% | +211.9% | 0.195% | |
| 10/28/2024 | Principal Securities Inc. | 272,169 | $19.37M | 0.5% | +3.7% | 34.021% | |
| 8/22/2024 | Cetera Investment Advisers | 190,042 | $12.97M | 0.0% | +1.7% | 24.364% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 232,913 | $15.90M | 0.0% | +11.2% | 29.861% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 5,909 | $403K | 0.0% | +18.5% | 0.758% | |
| 5/24/2024 | Cetera Advisors LLC | 185,590 | $12.59M | 0.1% | -0.1% | 24.420% | |
| 5/24/2024 | Cetera Investment Advisers | 186,920 | $12.68M | 0.0% | N/A | 24.595% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 3,830 | $260K | 0.0% | -45.0% | 0.504% | |
| 2/7/2024 | Principal Securities Inc. | 204,378 | $12.52M | 0.5% | N/A | 30.056% | |
| 1/29/2024 | Koshinski Asset Management Inc. | 6,960 | $426K | 0.1% | +76.4% | 1.024% | |
| 1/16/2024 | Raymond James & Associates | 4,283 | $262K | 0.0% | N/A | 0.630% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 253,994 | $13.86M | 0.0% | +16.3% | 42.332% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 5,392 | $294K | 0.0% | +29.8% | 0.899% | |
| 10/11/2023 | Dynamic Advisor Solutions LLC | 4,828 | $263K | 0.0% | -30.0% | 0.805% | |
| 8/10/2023 | Cetera Advisors LLC | 84,162 | $4.75M | 0.1% | +3.8% | 12.948% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 218,373 | $12.32M | 0.0% | +33.5% | 33.596% | |
| 8/3/2023 | Dynamic Advisor Solutions LLC | 6,899 | $389K | 0.0% | +9.6% | 1.061% | |
| 7/28/2023 | Koshinski Asset Management Inc. | 4,070 | $230K | 0.0% | -14.7% | 0.626% | |
| 7/20/2023 | Global Retirement Partners LLC | 1,193 | $67K | 0.0% | -56.2% | 0.184% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 163,601 | $8.60M | 0.0% | +29.5% | 27.267% | |
| 5/9/2023 | Principal Financial Group Inc. | 43,556 | $2.29M | 0.0% | N/A | 7.259% | |
| 2/7/2023 | LPL Financial LLC | 8,811 | $439K | 0.0% | -6.7% | 1.602% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 126,339 | $6.30M | 0.0% | +30.9% | 22.971% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 96,526 | $4.32M | 0.0% | +23.3% | 13.789% | |
| 11/4/2022 | Legacy CG LLC | 99,695 | $4.46M | 2.9% | +22.3% | 14.242% | |
| 10/20/2022 | Dynamic Advisor Solutions LLC | 4,872 | $218K | 0.0% | -6.4% | 0.696% | |
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| 8/13/2022 | Flow Traders U.S. LLC | 5,317 | $254K | 0.0% | -18.4% | 0.626% | |
| 8/11/2022 | Cetera Advisors LLC | 91,732 | $4.38M | 0.1% | +1.4% | 10.792% | |
| 8/10/2022 | Legacy CG LLC | 81,516 | $3.89M | 2.7% | +21.3% | 9.590% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 78,254 | $3.74M | 0.0% | +45.1% | 9.206% | |
| 5/12/2022 | Cetera Advisors LLC | 90,477 | $5.03M | 0.1% | +1.6% | 6.032% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 9,781 | $544K | 0.0% | N/A | 0.631% | |
| 5/4/2022 | Thoroughbred Financial Services LLC | 5,704 | $317K | 0.1% | N/A | 0.368% | |
| 5/4/2022 | Legacy CG LLC | 67,229 | $3.74M | 2.4% | +2.4% | 4.337% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 53,940 | $3.00M | 0.0% | +49.4% | 3.480% | |
| 4/20/2022 | Koshinski Asset Management Inc. | 4,770 | $265K | 0.0% | +17.2% | 0.298% | |
| 4/11/2022 | Dynamic Advisor Solutions LLC | 5,205 | $289K | 0.0% | +6.9% | 0.325% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 36,098 | $2.19M | 0.0% | +71.4% | 2.490% | |
| 1/26/2022 | Dynamic Advisor Solutions LLC | 4,870 | $295K | 0.0% | N/A | 0.263% | |
| 1/14/2022 | Koshinski Asset Management Inc. | 4,070 | $247K | 0.0% | N/A | 0.239% | |
| 11/16/2021 | Cetera Advisors LLC | 88,438 | $4.77M | 0.1% | +2.0% | 5.054% | |
| 11/15/2021 | Flow Traders U.S. LLC | 25,912 | $1.40M | 0.1% | +124.8% | 1.524% | |
| 8/24/2021 | Flow Traders U.S. LLC | 11,527 | $613K | 0.0% | N/A | 0.854% | |
| 8/16/2021 | Goldman Sachs Group Inc. | 71,191 | $3.79M | 0.0% | N/A | 5.273% | |
| 8/4/2021 | Envestnet Asset Management Inc. | 4,998 | $266K | 0.0% | N/A | 0.294% | |
| 5/18/2021 | Citadel Advisors LLC | 18,284 | $897K | 0.0% | +165.8% | 2.151% | |
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