| 5/14/2021 | Cpwm LLC | 7,587 | $0.21M | 0.0% | N/A | 0.100% | |
| 5/14/2021 | C M Bidwell & Associates Ltd. | 877 | $25K | 0.0% | +70.3% | 0.012% | |
| 5/13/2021 | Evoke Wealth LLC | 306,635 | $8.61M | 0.4% | +295.3% | 4.035% | |
| 5/11/2021 | Mercer Global Advisors Inc. ADV | 21,842 | $0.61M | 0.0% | N/A | 0.287% | |
| 5/11/2021 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 52,373 | $1.47M | 0.2% | N/A | 0.708% | |
| 5/10/2021 | American Investment Services Inc. | 28,908 | $0.81M | 0.2% | N/A | 0.402% | |
| 5/7/2021 | Syverson Strege & Co | 1,119 | $31K | 0.0% | N/A | 0.016% | |
| 5/6/2021 | Annapolis Financial Services LLC | 6,066 | $0.17M | 0.1% | N/A | 0.084% | |
| 5/5/2021 | Tortoise Investment Management LLC | 5,591 | $0.16M | 0.0% | +200.4% | 0.078% | |
| 5/5/2021 | Capital Investment Advisory Services LLC | 7,938 | $0.22M | 0.0% | N/A | 0.110% | |
|
| 5/5/2021 | Cowa LLC | 1,475 | $41K | 0.0% | N/A | 0.020% | |
| 5/4/2021 | Envestnet Asset Management Inc. | 29,620 | $0.83M | 0.0% | N/A | 0.411% | |
| 5/4/2021 | Commonwealth Equity Services LLC | 24,119 | $0.68M | 0.0% | N/A | 0.335% | |
| 4/30/2021 | IFP Advisors Inc | 1,403 | $39K | 0.0% | +1,211.2% | 0.019% | |
| 4/30/2021 | Bristlecone Advisors LLC | 9,695 | $0.27M | 0.0% | N/A | 0.135% | |
| 4/30/2021 | Oakwood Capital Management LLC CA | 45,290 | $1.27M | 0.4% | N/A | 0.629% | |
| 4/29/2021 | TCI Wealth Advisors Inc. | 3,500 | $98K | 0.0% | +75.0% | 0.049% | |
| 4/29/2021 | Allworth Financial LP | 71,047 | $1.99M | 0.0% | N/A | 0.987% | |
| 4/28/2021 | Sterling Financial Planning Inc. | 4,736 | $0.13M | 0.1% | +4,166.7% | 0.070% | |
| 4/28/2021 | Parsons Capital Management Inc. RI | 7,433 | $0.21M | 0.0% | N/A | 0.109% | |
| 4/28/2021 | Chicago Partners Investment Group LLC | 63,850 | $1.86M | 0.2% | +54.0% | 0.939% | |
| 4/27/2021 | Versant Capital Management Inc | 14,334 | $0.40M | 0.1% | N/A | 0.211% | |
| 4/23/2021 | Evanson Asset Management LLC | 18,385 | $0.52M | 0.1% | N/A | 0.270% | |
| 4/21/2021 | Gradient Capital Advisors LLC | 40,605 | $1.14M | 0.6% | N/A | 0.597% | |
| 4/20/2021 | Garrett Investment Advisors LLC | 10,213 | $0.29M | 0.1% | N/A | 0.150% | |
| 4/20/2021 | Beacon Financial Advisory LLC | 7,805 | $0.22M | 0.1% | N/A | 0.115% | |
| 4/15/2021 | PBMares Wealth Management LLC | 114,261 | $3.21M | 2.6% | +185.3% | 1.758% | |
| 4/14/2021 | CVA Family Office LLC | 19,538 | $0.55M | 0.2% | N/A | 0.301% | |
| 4/14/2021 | AdvisorNet Financial Inc | 29,428 | $0.83M | 0.1% | +227.0% | 0.453% | |
| 4/14/2021 | Collective Family Office LLC | 73,338 | $2.06M | 1.0% | +92.7% | 1.128% | |
| 4/12/2021 | First National Bank Sioux Falls | 8,885 | $0.25M | 0.4% | N/A | 0.137% | |
| 3/8/2021 | Dimensional Fund Advisors LP | 400,000 | $10.52M | 0.0% | N/A | 7.692% | |
| 2/25/2021 | Dimensional Fund Advisors LP | 10,515,600 | $400M | 0.1% | N/A | 219.075% | |
| 2/19/2021 | Rehmann Capital Advisory Group | 7,013 | $0.23M | 0.0% | N/A | 0.163% | |
| 2/17/2021 | Jane Street Group LLC | 246,949 | $6.63M | 0.0% | N/A | 5.743% | |
| 2/5/2021 | Tortoise Investment Management LLC | 1,861 | $50K | 0.0% | N/A | 0.047% | |
| 2/4/2021 | WealthStone Inc. | 367,785 | $9.88M | 3.5% | N/A | 9.430% | |
| 2/4/2021 | AdvisorNet Financial Inc | 9,000 | $0.24M | 0.0% | N/A | 0.231% | |
| 2/2/2021 | Compass Financial Group Inc. | 251,351 | $6.75M | 4.1% | N/A | 6.445% | |
| 1/30/2021 | Adams Chetwood Wealth Management LLC | 53,678 | $1.44M | 1.2% | N/A | 1.534% | |
| 1/27/2021 | Chicago Partners Investment Group LLC | 41,471 | $1.19M | 0.1% | N/A | 1.185% | |
