| 8/22/2026 | Compass Financial Management LLC | 1,208 | $219K | 0.0% | N/A | 0.019% | |
| 8/12/2026 | Compass Financial Management LLC | 1,208 | $219K | 0.0% | N/A | 0.019% | |
| 7/8/2026 | Mallini Complete Financial Planning LLC | 2,291 | $416K | 0.3% | -7.0% | 0.036% | |
| 5/5/2026 | Ethos Financial Group LLC | 60,029 | $10.58M | 0.8% | +10.0% | 0.950% | |
| 4/17/2026 | AdvisorNet Financial Inc | 1,460 | $260K | 0.0% | +15.9% | 0.023% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 9,222 | $1.62M | 0.1% | -9.0% | 0.149% | |
| 2/9/2026 | Fisher Asset Management LLC | 1,227 | $215K | 0.0% | -17.0% | 0.020% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 2,819 | $495K | 0.0% | -20.3% | 0.046% | |
| 2/2/2026 | Horizon Investments LLC | 79,572 | $13.97M | 0.2% | +5.0% | 1.281% | |
| 1/23/2026 | Farther Finance Advisors LLC | 2,326 | $408K | 0.0% | -11.5% | 0.037% | |
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| 1/22/2026 | Roffman Miller Associates Inc. PA | 11,818 | $2.08M | 0.1% | -1.8% | 0.189% | |
| 1/20/2026 | Ethos Financial Group LLC | 54,586 | $9.58M | 0.7% | +45.6% | 0.873% | |
| 1/6/2026 | Iowa State Bank | 1,491 | $262K | 0.0% | -10.2% | 0.023% | |
| 1/1/2026 | JPMorgan Chase & Co. | 39,826 | $7.10M | 0.0% | -77.3% | 0.643% | |
| 11/17/2025 | Ameriprise Financial Inc. | 3,692 | $658K | 0.0% | -86.5% | 0.060% | |
| 11/14/2025 | Horizon Investments LLC | 75,750 | $13.50M | 0.2% | +2.4% | 1.224% | |
| 11/12/2025 | Fisher Asset Management LLC | 1,479 | $264K | 0.0% | +20.5% | 0.024% | |
| 11/7/2025 | JPMorgan Chase & Co. | 39,826 | $7.10M | 0.0% | -77.3% | 0.643% | |
| 11/4/2025 | Jones Financial Companies Lllp | 2,471 | $437K | 0.0% | +2.6% | 0.040% | |
| 10/29/2025 | Grey Fox Wealth Advisors LLC | 619 | $110K | 0.0% | N/A | 0.010% | |
| 10/27/2025 | Bogart Wealth LLC | 826 | $147K | 0.0% | -22.6% | 0.013% | |
| 10/23/2025 | Ethos Financial Group LLC | 37,502 | $6.68M | 0.5% | +1.3% | 0.607% | |
| 10/14/2025 | Farther Finance Advisors LLC | 2,629 | $468K | 0.0% | -17.1% | 0.043% | |
| 10/14/2025 | Roffman Miller Associates Inc. PA | 12,034 | $2.14M | 0.1% | -0.5% | 0.195% | |
| 8/15/2025 | Ameriprise Financial Inc. | 27,248 | $4.62M | 0.0% | +468.4% | 0.445% | |
| 8/12/2025 | JPMorgan Chase & Co. | 175,531 | $30.65M | 0.0% | +148.7% | 2.863% | |
| 8/6/2025 | Ethos Financial Group LLC | 37,037 | $6.47M | 0.6% | +88.8% | 0.605% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 3,531 | $617K | 0.0% | -3.0% | 0.058% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 1,379 | $241K | 0.0% | -5.9% | 0.023% | |
| 7/30/2025 | Advantage Trust Co | 219 | $38K | 0.0% | N/A | 0.004% | |
| 7/29/2025 | Private Trust Co. NA | 901 | $157K | 0.0% | -6.2% | 0.015% | |
| 7/24/2025 | Ulland Investment Advisors LLC | 187 | $33K | 0.0% | +289.6% | 0.003% | |
| 7/22/2025 | Iowa State Bank | 1,660 | $290K | 0.1% | -31.1% | 0.027% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,375 | $240K | 0.0% | +49.6% | 0.022% | |
| 7/11/2025 | Mallini Complete Financial Planning LLC | 2,461 | $430K | 0.4% | +2.4% | 0.039% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,171 | $554K | 0.0% | -52.6% | 0.051% | |
| 5/15/2025 | OLD Mission Capital LLC | 1,767 | $308K | 0.0% | N/A | 0.029% | |
| 5/13/2025 | Ethos Financial Group LLC | 19,616 | $3.41M | 0.3% | N/A | 0.326% | |
| 5/13/2025 | Horizon Investments LLC | 41,837 | $7.28M | 0.2% | +1.0% | 0.695% | |
| 5/1/2025 | Hughes Financial Services LLC | 1,155 | $201K | 0.0% | N/A | 0.021% | |
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| 4/30/2025 | Moloney Securities Asset Management LLC | 1,465 | $255K | 0.0% | -8.9% | 0.027% | |
| 4/29/2025 | Strategic Blueprint LLC | 4,962 | $864K | 0.0% | -5.2% | 0.090% | |
| 4/28/2025 | Private Trust Co. NA | 961 | $167K | 0.0% | -14.3% | 0.017% | |
| 4/14/2025 | Farther Finance Advisors LLC | 6,684 | $1.17M | 0.0% | -67.9% | 0.121% | |
| 4/9/2025 | NBC Securities Inc. | 408 | $71K | 0.0% | N/A | 0.008% | |
| 4/9/2025 | Iowa State Bank | 2,409 | $419K | 0.1% | -21.6% | 0.044% | |
| 2/17/2025 | Vermillion & White Wealth Management Group LLC | 12,169 | $2.01M | 1.5% | -0.7% | 0.266% | |
| 2/17/2025 | Ameriprise Financial Inc. | 9,985 | $1.65M | 0.0% | -42.7% | 0.218% | |
| 2/12/2025 | JPMorgan Chase & Co. | 4,355 | $719K | 0.0% | +34.6% | 0.095% | |
| 2/10/2025 | Horizon Investments LLC | 41,404 | $6.84M | 0.2% | -2.4% | 0.904% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 3,594 | $594K | 0.0% | -1.6% | 0.078% | |
| 2/10/2025 | Farther Finance Advisors LLC | 20,797 | $3.44M | 0.1% | +13.6% | 0.454% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,050 | $174K | 0.0% | +64.1% | 0.023% | |
| 2/4/2025 | Roffman Miller Associates Inc. PA | 12,091 | $2.00M | 0.1% | -3.0% | 0.264% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 250 | $41K | 0.0% | N/A | 0.005% | |
| 1/17/2025 | Avior Wealth Management LLC | 405 | $67K | 0.0% | N/A | 0.009% | |
| 1/13/2025 | AdvisorNet Financial Inc | 918 | $152K | 0.0% | -53.6% | 0.020% | |
| 1/6/2025 | Iowa State Bank | 3,074 | $508K | 0.1% | -28.1% | 0.067% | |
| 11/13/2024 | Private Trust Co. NA | 1,122 | $190K | 0.0% | +14.5% | 0.024% | |
| 10/29/2024 | Farther Finance Advisors LLC | 18,301 | $3.10M | 0.1% | +7,048.8% | 0.400% | |
| 10/25/2024 | Strategic Blueprint LLC | 5,243 | $887K | 0.1% | -2.9% | 0.114% | |
| 10/9/2024 | Iowa State Bank | 4,275 | $723K | 0.1% | -1.5% | 0.093% | |
| 8/7/2024 | Wedbush Securities Inc. | 4,051 | $618K | 0.0% | -41.9% | 0.088% | |
| 7/30/2024 | Moloney Securities Asset Management LLC | 1,660 | $253K | 0.0% | -5.1% | 0.036% | |
| 7/27/2024 | Strategic Blueprint LLC | 5,399 | $824K | 0.1% | -8.3% | 0.118% | |
| 7/23/2024 | Iowa State Bank | 4,338 | $662K | 0.1% | -14.0% | 0.095% | |
| 5/8/2024 | Roffman Miller Associates Inc. PA | 12,361 | $1.93M | 0.1% | -15.8% | 0.265% | |
| 4/23/2024 | Iowa State Bank | 5,042 | $785K | 0.2% | -8.8% | 0.110% | |
| 4/23/2024 | Strategic Blueprint LLC | 5,886 | $917K | 0.1% | -15.6% | 0.128% | |
| 4/12/2024 | AdvisorNet Financial Inc | 1,976 | $308K | 0.0% | -18.0% | 0.043% | |
| 2/20/2024 | Able Wealth Management LLC | 270 | $39K | 0.0% | N/A | 0.005% | |
| 2/14/2024 | Vermillion & White Wealth Management Group LLC | 12,842 | $1.86M | 1.8% | N/A | 0.221% | |
| 2/7/2024 | Strategic Advocates LLC | 1,855 | $269K | 0.1% | -36.8% | 0.032% | |
| 2/6/2024 | Legacy Financial Advisors Inc. | 2,038 | $296K | 0.1% | -30.4% | 0.035% | |
| 2/2/2024 | Roffman Miller Associates Inc. PA | 14,674 | $2.13M | 0.2% | +0.5% | 0.253% | |
| 1/25/2024 | Strategic Blueprint LLC | 6,976 | $1.01M | 0.1% | -7.7% | 0.120% | |
| 1/24/2024 | Private Trust Co. NA | 969 | $141K | 0.0% | -27.0% | 0.017% | |
| 1/23/2024 | TIAA Trust National Association | 1,604 | $233K | 0.0% | -35.7% | 0.028% | |
| 1/19/2024 | AdvisorNet Financial Inc | 2,410 | $349K | 0.0% | -97.7% | 0.041% | |
| 1/16/2024 | Ulland Investment Advisors LLC | 948 | $137K | 0.1% | -47.3% | 0.016% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 3,830 | $555K | 0.1% | -1.8% | 0.066% | |
| 11/4/2023 | NBC Securities Inc. | 408 | $54K | 0.0% | N/A | 0.007% | |
| 10/27/2023 | TIAA Trust National Association | 2,494 | $333K | 0.0% | N/A | 0.043% | |
| 10/24/2023 | Bank of New York Mellon Corp | 4,835 | $646K | 0.0% | -8.0% | 0.083% | |
| 10/24/2023 | Iowa State Bank | 5,501 | $735K | 0.2% | +11.4% | 0.095% | |
| 10/18/2023 | Strategic Blueprint LLC | 7,556 | $1.01M | 0.1% | -2.1% | 0.130% | |
| 10/18/2023 | Private Trust Co. NA | 1,327 | $177K | 0.0% | +27.2% | 0.023% | |
| 10/12/2023 | AdvisorNet Financial Inc | 104,517 | $13.96M | 1.3% | +2.2% | 1.799% | |
| 8/7/2023 | Roffman Miller Associates Inc. PA | 14,532 | $2.04M | 0.2% | -12.2% | 0.250% | |
| 8/4/2023 | Iowa State Bank | 4,938 | $694K | 0.2% | +19.9% | 0.085% | |
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| 7/28/2023 | Private Trust Co. NA | 1,043 | $147K | 0.0% | +46.7% | 0.018% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 4,123 | $580K | 0.1% | +4.0% | 0.083% | |
| 7/20/2023 | Ulland Investment Advisors LLC | 1,813 | $255K | 0.3% | +9.0% | 0.037% | |
| 7/14/2023 | AdvisorNet Financial Inc | 102,299 | $14.38M | 1.2% | +3.7% | 2.062% | |
| 5/12/2023 | Retirement Group LLC | 420 | $57K | 0.0% | -38.8% | 0.009% | |
| 5/9/2023 | Wedbush Securities Inc. | 7,145 | $977K | 0.0% | N/A | 0.146% | |
| 5/3/2023 | Legacy Financial Advisors Inc. | 3,433 | $470K | 0.1% | +5.7% | 0.070% | |
| 4/28/2023 | AdvisorNet Financial Inc | 98,648 | $13.50M | 1.2% | +1.8% | 2.017% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 1,525 | $209K | 0.0% | N/A | 0.031% | |
| 4/28/2023 | Strategic Blueprint LLC | 7,997 | $1.09M | 0.1% | -3.6% | 0.164% | |