| 8/4/2025 | Creative Financial Designs Inc. ADV | 152,350 | $5.41M | 0.4% | +467.2% | 2.795% | |
| 7/30/2025 | Strategic Blueprint LLC | 5,766 | $205K | 0.0% | -39.2% | 0.106% | |
| 7/23/2025 | RMG Wealth Management LLC | 13,331 | $484K | 0.1% | N/A | 0.245% | |
| 7/17/2025 | Sterling Investment Advisors Ltd. | 14,300 | $508K | 0.1% | +43.0% | 0.262% | |
| 7/10/2025 | Trust Point Inc. | 15,972 | $567K | 0.1% | -59.4% | 0.290% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 30,973 | $1.06M | 0.1% | -4.0% | 0.613% | |
| 5/12/2025 | Bare Financial Services Inc | 30,010 | $1.02M | 0.4% | -6.1% | 0.594% | |
| 5/7/2025 | Frontier Asset Management LLC | 22,964 | $784K | 0.2% | -21.0% | 0.455% | |
| 5/7/2025 | Sterling Investment Advisors Ltd. | 10,000 | $341K | 0.1% | N/A | 0.198% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 6,429 | $219K | 0.0% | N/A | 0.127% | |
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| 4/29/2025 | Strategic Blueprint LLC | 9,483 | $324K | 0.0% | -34.2% | 0.188% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 26,859 | $916K | 0.1% | +8.8% | 0.532% | |
| 2/18/2025 | Continuum Advisory LLC | 1,028 | $39K | 0.0% | +80.0% | 0.020% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 6,327 | $237K | 0.0% | N/A | 0.121% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 24,680 | $926K | 0.1% | -3.2% | 0.470% | |
| 2/10/2025 | Bare Financial Services Inc | 31,966 | $1.20M | 0.5% | -3.1% | 0.609% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 32,263 | $1.21M | 0.1% | -10.0% | 0.615% | |
| 2/7/2025 | Frontier Asset Management LLC | 29,080 | $1.09M | 0.4% | -16.8% | 0.554% | |
| 1/24/2025 | Trust Point Inc. | 39,098 | $1.47M | 0.1% | +7.2% | 0.745% | |
| 1/23/2025 | Strategic Blueprint LLC | 14,419 | $541K | 0.0% | -22.8% | 0.275% | |
| 11/14/2024 | Captrust Financial Advisors | 14,785 | $560K | 0.0% | +16.0% | 0.282% | |
| 11/8/2024 | EverSource Wealth Advisors LLC | 35,830 | $1.36M | 0.1% | -28.7% | 0.682% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 25,508 | $967K | 0.1% | +17.3% | 0.486% | |
| 10/17/2024 | Trust Point Inc. | 36,477 | $1.38M | 0.1% | +0.8% | 0.695% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 50,281 | $1.93M | 0.1% | +33.6% | 0.958% | |
| 8/8/2024 | Frontier Asset Management LLC | 34,528 | $1.20M | 0.4% | N/A | 0.658% | |
| 7/27/2024 | Strategic Blueprint LLC | 18,923 | $655K | 0.0% | N/A | 0.360% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 37,638 | $1.28M | 0.1% | -44.2% | 0.717% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 67,449 | $2.34M | 0.2% | +5.5% | 1.377% | |
| 2/6/2024 | Bare Financial Services Inc | 61,754 | $2.14M | 4.3% | N/A | 1.260% | |
| 1/23/2024 | Trust Point Inc. | 32,305 | $1.12M | 0.1% | N/A | 0.659% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 337,614 | $11.71M | 1.2% | +1.7% | 6.890% | |
| 11/4/2023 | EverSource Wealth Advisors LLC | 63,941 | $1.94M | 0.2% | +1.3% | 1.305% | |
| 8/4/2023 | Parallel Advisors LLC | 1,250 | $40K | 0.0% | N/A | 0.026% | |
| 8/4/2023 | EverSource Wealth Advisors LLC | 63,148 | $2.03M | 0.2% | +59.8% | 1.289% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 337,825 | $10.85M | 1.3% | +44.2% | 6.894% | |
| 5/11/2023 | EverSource Wealth Advisors LLC | 39,518 | $1.23M | 0.2% | +16.7% | 0.898% | |
| 5/5/2023 | Silver Oak Securities Incorporated | 10,771 | $334K | 0.1% | -5.9% | 0.245% | |
| 4/25/2023 | Creative Financial Designs Inc. ADV | 234,196 | $7.27M | 1.0% | -1.6% | 5.323% | |
| 2/15/2023 | Frontier Asset Management LLC | 6,897 | $208K | 0.1% | N/A | 0.172% | |
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| 2/9/2023 | EverSource Wealth Advisors LLC | 33,866 | $1.02M | 0.2% | +2.9% | 0.847% | |
| 2/1/2023 | Creative Financial Designs Inc. ADV | 238,082 | $7.17M | 1.1% | +11.8% | 5.952% | |
| 11/7/2022 | EverSource Wealth Advisors LLC | 32,903 | $901K | 0.2% | +21.1% | 0.844% | |
| 11/1/2022 | Creative Financial Designs Inc. ADV | 212,993 | $5.83M | 1.0% | +2.5% | 5.461% | |
| 10/14/2022 | Well Done LLC | 16,517 | $452K | 0.1% | -14.0% | 0.408% | |
| 8/1/2022 | Creative Financial Designs Inc. ADV | 207,734 | $5.93M | 1.0% | +5.9% | 5.467% | |
| 7/18/2022 | Well Done LLC | 19,207 | $549K | 0.1% | +6.3% | 0.505% | |
| 5/25/2022 | EverSource Wealth Advisors LLC | 27,076 | $899K | 0.2% | +5,425.7% | 0.732% | |
| 4/20/2022 | Well Done LLC | 18,066 | $600K | 0.1% | +2.7% | 0.495% | |
| 4/15/2022 | Wealthcare Advisory Partners LLC | 10,352 | $344K | 0.0% | +30.4% | 0.288% | |
| 4/15/2022 | Creative Financial Designs Inc. ADV | 196,081 | $6.51M | 1.0% | +4.1% | 5.447% | |
| 2/19/2022 | Win Advisors Inc. | 2,918 | $103K | 0.0% | N/A | 0.087% | |
| 1/26/2022 | Creative Financial Designs Inc. ADV | 188,326 | $6.64M | 1.0% | +7.7% | 5.231% | |
| 11/1/2021 | Well Done LLC | 17,414 | $617K | 0.1% | +3.0% | 0.528% | |
| 10/8/2021 | Creative Financial Designs Inc. ADV | 174,900 | $6.20M | 1.0% | +1.4% | 5.300% | |
| 8/24/2021 | Flow Traders U.S. LLC | 22,557 | $829K | 0.0% | N/A | 0.673% | |
| 7/31/2021 | AlphaStar Capital Management LLC | 68,872 | $2.54M | 0.3% | +9.4% | 2.087% | |
| 7/31/2021 | Creative Financial Designs Inc. ADV | 172,567 | $6.34M | 1.1% | -11.0% | 5.229% | |
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