| 5/1/2025 | CWM LLC | 4,000 | $51K | 0.0% | -39.7% | 0.021% | |
| 4/30/2025 | Allworth Financial LP | 406,311 | $4.99M | 0.0% | N/A | 2.083% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 98,309 | $1.26M | 0.0% | -60.0% | 0.504% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 96,350 | $1.23M | 0.0% | +35.7% | 0.494% | |
| 4/28/2025 | Mutual Advisors LLC | 42,677 | $528K | 0.0% | -47.8% | 0.219% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 143,416 | $1.84M | 0.1% | +18.7% | 0.735% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 437,951 | $5.59M | 0.0% | +19.9% | 2.245% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 315,945 | $4.04M | 0.0% | -42.4% | 1.728% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 213,695 | $2.73M | 0.1% | -2.7% | 1.169% | |
| 4/14/2025 | WFA Asset Management Corp | 689,960 | $8.05M | 4.7% | -48.1% | 3.774% | |
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| 4/14/2025 | Park Avenue Securities LLC | 44,970 | $574K | 0.0% | N/A | 0.246% | |
| 2/22/2025 | American Trust | 44,031 | $575K | 0.0% | +13.3% | 0.319% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 17,943 | $234K | 0.0% | -14.2% | 0.130% | |
| 2/17/2025 | Dunhill Financial LLC | 5,560 | $73K | 0.0% | N/A | 0.040% | |
| 2/17/2025 | Cetera Investment Advisers | 247,241 | $3.23M | 0.0% | +45.2% | 1.792% | |
| 2/17/2025 | Citadel Advisors LLC | 21,821 | $285K | 0.0% | +86.7% | 0.158% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 33,434 | $436K | 0.0% | -25.8% | 0.242% | |
| 2/13/2025 | Raymond James Financial Inc. | 436,037 | $5.69M | 0.0% | N/A | 3.160% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 245,675 | $3.21M | 0.0% | -54.1% | 1.780% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 57,481 | $750K | 0.0% | +35.7% | 0.417% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 13,531 | $177K | 0.0% | N/A | 0.098% | |
| 2/11/2025 | LPL Financial LLC | 77,679 | $1.01M | 0.0% | +4.5% | 0.563% | |
| 2/10/2025 | GWN Securities Inc. | 49,747 | $673K | 0.2% | N/A | 0.360% | |
| 2/10/2025 | Northwest Wealth Management LLC | 17,942 | $234K | 0.0% | -14.2% | 0.130% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 420,848 | $5.49M | 0.0% | +2.5% | 3.050% | |
| 2/6/2025 | Raymond James Financial Inc. | 436,037 | $5.69M | 0.0% | N/A | 3.160% | |
| 2/6/2025 | Bravias Capital Group LLC | 38,414 | $515K | 0.4% | N/A | 0.278% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 2,894 | $38K | 0.0% | N/A | 0.021% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 70,998 | $927K | 0.0% | +199.7% | 0.514% | |
| 1/24/2025 | WFA Asset Management Corp | 1,330,340 | $17.36M | 9.4% | +10.2% | 9.640% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 71,142 | $928K | 0.0% | N/A | 0.516% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 219,521 | $2.87M | 0.1% | +3.7% | 1.591% | |
| 1/17/2025 | Mutual Advisors LLC | 81,730 | $1.07M | 0.0% | +140.6% | 0.592% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 548,269 | $7.16M | 0.0% | +587.9% | 3.973% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 120,789 | $1.58M | 0.1% | +13.4% | 0.875% | |
| 11/29/2024 | American Trust | 38,868 | $494K | 0.0% | -2.5% | 0.282% | |
| 11/15/2024 | MML Investors Services LLC | 345,167 | $4.39M | 0.0% | +2.6% | 2.501% | |
| 11/15/2024 | Jane Street Group LLC | 30,790 | $391K | 0.0% | N/A | 0.223% | |
| 11/7/2024 | Claro Advisors LLC | 39,173 | $498K | 0.1% | -29.0% | 0.284% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 23,693 | $301K | 0.0% | N/A | 0.172% | |
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| 10/30/2024 | WFA Asset Management Corp | 1,207,052 | $15.34M | 8.3% | +10.9% | 8.747% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 79,706 | $1.01M | 0.0% | +44.3% | 0.578% | |
| 10/17/2024 | Claro Advisors LLC | 17,829 | $227K | 0.0% | -67.7% | 0.129% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 211,721 | $2.69M | 0.1% | +5.9% | 1.534% | |
| 8/22/2024 | Cetera Investment Advisers | 87,731 | $1.06M | 0.0% | +139.9% | 0.636% | |
| 8/16/2024 | Magnolia Capital Advisors LLC | 17,915 | $216K | 0.0% | N/A | 0.130% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 45,688 | $551K | 0.0% | -6.4% | 0.331% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 489,156 | $5.90M | 0.0% | +343.9% | 3.545% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 34,425 | $415K | 0.0% | +107.7% | 0.249% | |
| 8/5/2024 | Northwest Wealth Management LLC | 20,914 | $252K | 0.1% | -21.7% | 0.152% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 295,558 | $3.56M | 0.0% | +4.9% | 2.142% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 95,968 | $1.16M | 0.0% | +17.1% | 0.695% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 282,777 | $3.41M | 0.0% | +87.7% | 2.049% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 199,871 | $2.41M | 0.1% | +3.4% | 1.448% | |
| 6/11/2024 | American Trust | 39,951 | $466K | 0.0% | +4.8% | 0.290% | |
| 5/14/2024 | Northwest Wealth Management LLC | 26,697 | $312K | 0.1% | -4.1% | 0.193% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 16,576 | $193K | 0.0% | N/A | 0.120% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 18,594 | $217K | 0.0% | N/A | 0.135% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 281,812 | $3.29M | 0.0% | -4.4% | 2.103% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 150,638 | $1.76M | 0.0% | +317.8% | 1.124% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 493,614 | $5.76M | 0.0% | +62.9% | 3.684% | |
| 4/19/2024 | WFA Asset Management Corp | 690,401 | $8.06M | 4.2% | N/A | 5.003% | |
| 4/18/2024 | Claro Advisors LLC | 54,726 | $639K | 0.1% | +6.4% | 0.408% | |
| 2/14/2024 | Northwest Wealth Management LLC | 27,834 | $289K | 0.1% | -10.3% | 0.223% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 19,971 | $207K | 0.0% | -14.8% | 0.160% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 15,437 | $160K | 0.0% | -18.3% | 0.123% | |
| 2/6/2024 | Petix & Botte Co | 23,440 | $243K | 0.1% | -18.8% | 0.188% | |
| 2/1/2024 | Townsend Asset Management Corp NC ADV | 11,116 | $115K | 0.1% | N/A | 0.089% | |
| 1/22/2024 | Claro Advisors LLC | 51,440 | $534K | 0.1% | +6.9% | 0.412% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 303,082 | $3.15M | 0.0% | +517.4% | 2.425% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 193,347 | $2.00M | 0.1% | +24.9% | 1.547% | |
| 11/16/2023 | Revisor Wealth Management LLC | 16,899 | $162K | 0.1% | N/A | 0.135% | |
| 11/16/2023 | American Trust | 38,536 | $369K | 0.0% | +7.1% | 0.308% | |
| 11/16/2023 | Essex Financial Services Inc. | 10,527 | $101K | 0.0% | -42.7% | 0.084% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 18,889 | $181K | 0.0% | -23.0% | 0.151% | |
| 11/1/2023 | Annex Advisory Services LLC | 10,812 | $104K | 0.0% | N/A | 0.086% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 49,091 | $470K | 0.0% | +123.0% | 0.393% | |
| 10/11/2023 | Dynamic Advisor Solutions LLC | 154,812 | $1.48M | 0.1% | +293.3% | 1.238% | |
| 10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 9,303 | $89K | 0.0% | N/A | 0.074% | |
| 8/14/2023 | Petix & Botte Co | 40,720 | $401K | 0.1% | +100.0% | 0.326% | |
| 8/14/2023 | American Trust | 35,976 | $354K | 0.0% | -19.8% | 0.288% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 286,755 | $2.82M | 0.0% | -0.5% | 2.294% | |
| 8/10/2023 | Cetera Advisors LLC | 39,746 | $391K | 0.0% | -5.8% | 0.318% | |
| 8/8/2023 | Claro Advisors LLC | 47,606 | $468K | 0.1% | +33.8% | 0.381% | |
| 8/7/2023 | Modera Wealth Management LLC | 19,546 | $192K | 0.0% | N/A | 0.156% | |
| 8/3/2023 | Dynamic Advisor Solutions LLC | 39,361 | $387K | 0.0% | N/A | 0.315% | |
| 8/1/2023 | Truist Financial Corp | 16,829 | $166K | 0.0% | -8.6% | 0.127% | |
| 7/31/2023 | LPL Financial LLC | 126,979 | $1.25M | 0.0% | -9.6% | 0.955% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 22,015 | $217K | 0.0% | -7.0% | 0.166% | |
| 7/24/2023 | Accel Wealth Management | 28,507 | $280K | 0.2% | N/A | 0.214% | |
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| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 37,947 | $373K | 0.0% | +5.2% | 0.285% | |
| 7/11/2023 | Flagship Harbor Advisors LLC | 10,523 | $104K | 0.0% | -14.7% | 0.079% | |
| 5/22/2023 | American Trust | 44,861 | $406K | 0.0% | -40.9% | 0.337% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 288,329 | $2.56M | 0.0% | +32.3% | 2.168% | |
| 5/5/2023 | Truist Financial Corp | 18,414 | $163K | 0.0% | +9.4% | 0.138% | |
| 4/28/2023 | Avantax Advisory Services Inc. | 24,584 | $218K | 0.0% | +31.5% | 0.185% | |
| 4/25/2023 | Baystate Wealth Management LLC | 10,189 | $90K | 0.0% | N/A | 0.077% | |
| 4/17/2023 | Claro Advisors LLC | 35,572 | $316K | 0.1% | +30.8% | 0.239% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 23,665 | $210K | 0.0% | +10.9% | 0.159% | |
| 3/13/2023 | Claro Advisors LLC | 27,201 | $219K | 0.1% | N/A | 0.183% | |
