| 10/9/2026 | Longview Financial Advisors Inc. | 22,555 | $1.01M | 0.6% | -10.0% | 0.151% | |
| 10/8/2026 | Farther Finance Advisors LLC | 53,079 | $2.37M | 0.0% | -5.2% | 0.356% | |
| 7/8/2026 | Thurston Springer Miller Herd & Titak Inc. | 22,488 | $974K | 0.4% | +1.7% | 0.152% | |
| 6/3/2026 | Stillwater Private Wealth LLC | 34,347 | $1.44M | 1.2% | N/A | 0.240% | |
| 5/5/2026 | Bank of New York Mellon Corp | 36,038 | $1.51M | 0.0% | +2.2% | 0.252% | |
| 5/5/2026 | Ethos Financial Group LLC | 7,533 | $315K | 0.0% | -74.6% | 0.053% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 4,690 | $196K | 0.0% | N/A | 0.033% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 257,086 | $10.74M | 0.0% | +23.1% | 1.798% | |
| 4/20/2026 | Longview Financial Advisors Inc. | 25,059 | $1.05M | 0.6% | -1.3% | 0.176% | |
| 2/17/2026 | Captrust Financial Advisors | 18,556 | $770K | 0.0% | +5.3% | 0.140% | |
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| 2/17/2026 | Financial Freedom LLC | 38,673 | $1.60M | 0.8% | +28.0% | 0.291% | |
| 2/13/2026 | Arkadios Wealth Advisors | 14,406 | $598K | 0.0% | +24.8% | 0.108% | |
| 2/12/2026 | Rossby Financial LCC | 768 | $32K | 0.0% | +60.7% | 0.006% | |
| 2/12/2026 | IFC & Insurance Marketing Inc. | 3,453 | $143K | 0.1% | N/A | 0.026% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 208,763 | $8.66M | 0.0% | -0.5% | 1.570% | |
| 1/23/2026 | Farther Finance Advisors LLC | 56,357 | $2.34M | 0.0% | +6.2% | 0.434% | |
| 1/20/2026 | Ethos Financial Group LLC | 29,651 | $1.23M | 0.1% | +38.1% | 0.230% | |
| 1/20/2026 | Thurston Springer Miller Herd & Titak Inc. | 25,076 | $1.04M | 0.4% | +1,218.4% | 0.194% | |
| 1/16/2026 | Beaumont Financial Advisors LLC | 6,088 | $253K | 0.0% | N/A | 0.047% | |
| 1/1/2026 | JPMorgan Chase & Co. | 11,026 | $453K | 0.0% | +2,083.4% | 0.085% | |
| 11/7/2025 | JPMorgan Chase & Co. | 11,026 | $453K | 0.0% | +2,083.4% | 0.085% | |
| 10/29/2025 | Arkadios Wealth Advisors | 11,547 | $475K | 0.0% | +6.9% | 0.092% | |
| 10/23/2025 | Ethos Financial Group LLC | 21,463 | $883K | 0.1% | N/A | 0.174% | |
| 10/14/2025 | Farther Finance Advisors LLC | 53,049 | $2.18M | 0.0% | +42.3% | 0.438% | |
| 10/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,902 | $78K | 0.2% | -93.8% | 0.016% | |
| 8/15/2025 | Captrust Financial Advisors | 21,555 | $836K | 0.0% | -22.9% | 0.205% | |
| 8/13/2025 | Financial Freedom LLC | 30,477 | $1.18M | 0.6% | +12.7% | 0.290% | |
| 8/4/2025 | Arkadios Wealth Advisors | 10,798 | $419K | 0.0% | +20.5% | 0.111% | |
| 7/31/2025 | Longview Financial Advisors Inc. | 25,436 | $986K | 0.8% | -2.2% | 0.262% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 236,916 | $9.19M | 0.0% | -1.4% | 2.442% | |
| 7/11/2025 | Farther Finance Advisors LLC | 37,267 | $1.45M | 0.0% | -9.0% | 0.384% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 30,787 | $1.19M | 0.2% | +597.8% | 0.331% | |
| 5/14/2025 | Flow Traders U.S. LLC | 37,793 | $1.27M | 0.1% | N/A | 0.411% | |
| 5/8/2025 | Arkadios Wealth Advisors | 8,962 | $302K | 0.0% | N/A | 0.097% | |
| 4/28/2025 | Longview Financial Advisors Inc. | 26,004 | $876K | 0.8% | -6.1% | 0.283% | |
| 4/18/2025 | Financial Freedom LLC | 27,052 | $911K | 0.5% | +28.4% | 0.294% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 240,263 | $8.09M | 0.0% | -6.7% | 2.612% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,412 | $149K | 0.0% | +1,385.5% | 0.047% | |
| 2/17/2025 | Captrust Financial Advisors | 28,871 | $932K | 0.0% | -24.7% | 0.175% | |
| 2/13/2025 | Anchor Investment Management LLC | 800 | $26K | 0.0% | N/A | 0.005% | |
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| 2/12/2025 | Ariadne Wealth Management LP | 14,270 | $476K | 0.2% | +10.9% | 0.086% | |
| 2/10/2025 | Farther Finance Advisors LLC | 41,242 | $1.33M | 0.0% | -5.5% | 0.250% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 257,630 | $8.32M | 0.0% | -1.7% | 1.561% | |
| 11/14/2024 | Captrust Financial Advisors | 38,353 | $1.35M | 0.0% | -0.8% | 0.232% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 262,206 | $9.24M | 0.0% | +2.6% | 1.589% | |
| 10/29/2024 | Farther Finance Advisors LLC | 43,620 | $1.54M | 0.1% | +14.0% | 0.264% | |
| 10/23/2024 | Klaas Financial Asset Advisors LLC | 6,394 | $225K | 0.0% | -13.5% | 0.039% | |
| 8/14/2024 | Certified Advisory Corp | 39,298 | $1.27M | 0.2% | -1.4% | 0.238% | |
| 8/8/2024 | Zions Bancorporation N.A. | 1,074 | $35K | 0.0% | N/A | 0.007% | |
| 7/31/2024 | Farther Finance Advisors LLC | 38,252 | $1.23M | 0.1% | -2.1% | 0.232% | |
| 7/26/2024 | Bank of New York Mellon Corp | 41,408 | $1.34M | 0.0% | -47.9% | 0.251% | |
| 5/15/2024 | Flow Traders U.S. LLC | 107,254 | $3.54M | 0.2% | N/A | 0.650% | |
| 5/13/2024 | Bessemer Group Inc. | 3,937 | $130K | 0.0% | N/A | 0.024% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 260,090 | $8.58M | 0.0% | N/A | 1.521% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 98,369 | $3.24M | 0.6% | +0.4% | 0.575% | |
| 2/9/2024 | Certified Advisory Corp | 43,712 | $1.40M | 0.2% | -1.4% | 0.226% | |
| 11/13/2023 | Certified Advisory Corp | 44,331 | $1.31M | 0.1% | -1.7% | 0.230% | |
| 11/6/2023 | Financial Freedom LLC | 20,327 | $601K | 0.4% | -5.6% | 0.105% | |
| 10/24/2023 | Bank of New York Mellon Corp | 117,243 | $3.47M | 0.0% | -4.1% | 0.607% | |
| 9/12/2023 | Farther Finance Advisors LLC | 26,637 | $822K | 0.2% | +39.9% | 0.138% | |
| 8/3/2023 | Bank of New York Mellon Corp | 122,217 | $3.77M | 0.0% | +219.1% | 0.633% | |
| 7/31/2023 | Bogart Wealth LLC | 1,600 | $49K | 0.0% | +28.0% | 0.008% | |
| 7/28/2023 | Financial Freedom LLC | 21,538 | $664K | 0.5% | +45.9% | 0.112% | |
| 7/18/2023 | Integrated Investment Consultants LLC | 32,106 | $990K | 0.3% | N/A | 0.166% | |
| 5/1/2023 | Financial Freedom LLC | 14,765 | $459K | 0.3% | +584.5% | 0.080% | |
| 4/21/2023 | Bogart Wealth LLC | 1,250 | $39K | 0.0% | +525.0% | 0.007% | |
| 3/6/2023 | OLD Mission Capital LLC | 25,066 | $752K | 0.0% | N/A | 0.142% | |
| 2/13/2023 | Integrated Wealth Concepts LLC | 11,070 | $332K | 0.0% | N/A | 0.063% | |
| 2/9/2023 | Sowell Financial Services LLC | 40,751 | $1.22M | 0.1% | +101.9% | 0.232% | |
| 11/21/2022 | Integrated Investment Consultants LLC | 32,106 | $840K | 0.3% | N/A | 0.217% | |
| 11/15/2022 | Sowell Financial Services LLC | 20,182 | $528K | 0.1% | N/A | 0.127% | |
| 11/1/2022 | Coulter & Justus Financial Services LLC | 98,004 | $2.57M | 2.0% | +95.0% | 0.671% | |
| 10/13/2022 | UMB Bank n.a. | 1,173 | $31K | 0.0% | -40.9% | 0.008% | |
| 8/23/2022 | Captrust Financial Advisors | 112,043 | $3.23M | 0.0% | -27.2% | 1.494% | |
| 8/16/2022 | Certified Advisory Corp | 20,458 | $589K | 0.1% | +3.1% | 0.273% | |
| 8/13/2022 | Flow Traders U.S. LLC | 58,728 | $1.69M | 0.1% | -63.2% | 0.783% | |
| 8/5/2022 | OLD Mission Capital LLC | 80,825 | $2.33M | 0.1% | +565.6% | 1.107% | |
| 7/29/2022 | Coulter & Justus Financial Services LLC | 50,247 | $1.45M | 1.2% | N/A | 0.688% | |