| 5/16/2025 | Jones Financial Companies Lllp | 85,220 | $4.39M | 0.0% | +1,582.9% | 0.650% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 4,300 | $236K | 0.0% | +13.2% | 0.033% | |
| 2/12/2025 | Atlas Capital Advisors Inc. | 3,800 | $198K | 0.0% | N/A | 0.028% | |
| 2/11/2025 | Hirtle Callaghan & Co LLC | 56,325 | $2.93M | 0.1% | N/A | 0.411% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 821 | $43K | 0.0% | -25.1% | 0.006% | |
| 2/6/2025 | Jones Financial Companies Lllp | 5,064 | $264K | 0.0% | +159.8% | 0.037% | |
| 1/17/2025 | Avior Wealth Management LLC | 11,027 | $574K | 0.0% | -10.3% | 0.080% | |
| 11/14/2024 | Captrust Financial Advisors | 8,301 | $479K | 0.0% | N/A | 0.061% | |
| 11/13/2024 | Brown Brothers Harriman & Co. | 10,645 | $615K | 0.0% | N/A | 0.078% | |
| 11/8/2024 | Avior Wealth Management LLC | 12,293 | $710K | 0.0% | -25.5% | 0.090% | |
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| 10/23/2024 | Great Lakes Retirement Inc. | 20,393 | $1.18M | 0.2% | +68.5% | 0.149% | |
| 10/15/2024 | Aspect Partners LLC | 2,195 | $127K | 0.1% | -81.8% | 0.016% | |
| 7/30/2024 | Atlas Capital Advisors LLC | 3,800 | $205K | 0.0% | N/A | 0.028% | |
| 7/18/2024 | Timber Creek Capital Management LLC | 745 | $40K | 0.0% | -62.4% | 0.005% | |
| 7/16/2024 | Aspect Partners LLC | 12,081 | $653K | 0.4% | +14.4% | 0.088% | |
| 5/17/2024 | Aspect Partners LLC | 10,561 | $587K | 0.5% | -5.1% | 0.077% | |
| 5/11/2024 | Covestor Ltd | 2,575 | $143K | 0.1% | +8.2% | 0.019% | |
| 4/3/2024 | Timber Creek Capital Management LLC | 1,979 | $110K | 0.0% | -27.4% | 0.018% | |
| 2/16/2024 | Aspect Partners LLC | 11,134 | $631K | 0.4% | N/A | 0.102% | |
| 2/2/2024 | Community Bank N.A. | 100,000 | $5.67M | 0.7% | N/A | 0.920% | |
| 1/30/2024 | Avior Wealth Management LLC | 30,288 | $1.72M | 0.1% | -33.6% | 0.279% | |
| 1/11/2024 | Timber Creek Capital Management LLC | 2,725 | $154K | 0.1% | -97.4% | 0.025% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 2,360 | $134K | 0.0% | -24.3% | 0.022% | |
| 10/18/2023 | Timber Creek Capital Management LLC | 105,328 | $5.54M | 2.0% | -0.3% | 0.969% | |
| 10/17/2023 | Avior Wealth Management LLC | 45,608 | $2.40M | 0.2% | -33.2% | 0.420% | |
| 8/18/2023 | Addison Capital Co | 4,639 | $278K | 0.2% | -7.0% | 0.043% | |
| 8/9/2023 | Flow Traders U.S. LLC | 116,868 | $7.02M | 0.3% | N/A | 1.075% | |
| 7/21/2023 | Private Ocean LLC | 2,507 | $151K | 0.0% | N/A | 0.022% | |
| 7/20/2023 | Timber Creek Capital Management LLC | 105,664 | $6.34M | 2.2% | +3.4% | 0.925% | |
| 7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 68,318 | $4.10M | 0.3% | -16.3% | 0.598% | |
| 5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 81,624 | $5.04M | 0.3% | -9.6% | 0.718% | |
| 4/25/2023 | Creative Financial Designs Inc. ADV | 3,729 | $230K | 0.0% | -39.4% | 0.033% | |
| 4/6/2023 | Timber Creek Capital Management LLC | 102,158 | $6.30M | 2.2% | +12.2% | 0.944% | |
| 2/15/2023 | Flow Traders U.S. LLC | 98,220 | $5.72M | 0.3% | +340.2% | 0.908% | |
| 2/14/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 90,341 | $5.26M | 0.4% | N/A | 0.835% | |
| 2/1/2023 | Creative Financial Designs Inc. ADV | 6,154 | $358K | 0.1% | -12.0% | 0.057% | |
| 1/31/2023 | Wedbush Securities Inc. | 6,000 | $349K | 0.0% | +17.6% | 0.055% | |
| 1/23/2023 | Timber Creek Capital Management LLC | 91,073 | $5.30M | 2.0% | +119.9% | 0.842% | |
| 1/18/2023 | LifeGuide Financial Advisors LLC | 5,184 | $302K | 0.3% | N/A | 0.048% | |
| 11/16/2022 | Almanack Investment Partners LLC. | 13,792 | $774K | 0.2% | -26.1% | 0.132% | |
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| 11/15/2022 | Flow Traders U.S. LLC | 22,313 | $1.25M | 0.1% | N/A | 0.219% | |
| 11/9/2022 | Hudson Portfolio Management LLC | 39,607 | $1.96M | 2.3% | -1.6% | 0.389% | |
| 11/8/2022 | Advisors Asset Management Inc. | 5,630 | $316K | 0.0% | -4.5% | 0.055% | |
| 11/8/2022 | Atlas Capital Advisors LLC | 3,000 | $168K | 0.0% | N/A | 0.029% | |
| 11/7/2022 | Advanced Research Investment Solutions LLC | 4,625 | $259K | 0.2% | -26.6% | 0.045% | |
| 11/7/2022 | Evoke Wealth LLC | 1,690 | $95K | 0.0% | -96.4% | 0.017% | |
| 11/3/2022 | Bogart Wealth LLC | 3,484 | $195K | 0.0% | N/A | 0.034% | |
| 11/1/2022 | MAS Advisors LLC | 21,614 | $1.21M | 0.8% | +1.8% | 0.213% | |
| 10/12/2022 | Timber Creek Capital Management LLC | 41,415 | $2.32M | 0.9% | +0.6% | 0.409% | |
| 10/12/2022 | Addison Capital Co | 5,104 | $286K | 0.2% | -5.1% | 0.050% | |
| 8/12/2022 | Almanack Investment Partners LLC. | 18,654 | $1.22M | 0.1% | -64.1% | 0.190% | |
| 8/12/2022 | BNP Paribas Arbitrage SA | 176,135 | $11.48M | 0.0% | N/A | 1.794% | |
| 8/5/2022 | SouthState Corp | 400 | $26K | 0.0% | N/A | 0.004% | |
| 8/4/2022 | Evoke Wealth LLC | 46,932 | $3.06M | 0.1% | +39,672.9% | 0.468% | |
| 8/3/2022 | Advanced Research Investment Solutions LLC | 6,303 | $411K | 0.2% | +2.4% | 0.064% | |
| 8/2/2022 | Hudock Inc. | 2,802 | $182K | 0.1% | -35.1% | 0.029% | |
| 7/18/2022 | WealthCare Investment Partners LLC | 3,094 | $202K | 0.2% | -7.4% | 0.032% | |
| 7/13/2022 | Timber Creek Capital Management LLC | 41,155 | $2.68M | 0.9% | -51.9% | 0.432% | |
| 5/13/2022 | Covestor Ltd | 3,089 | $255K | 0.2% | N/A | 0.034% | |
| 5/12/2022 | Hudson Portfolio Management LLC | 44,727 | $2.44M | 2.1% | +9.5% | 0.490% | |
| 5/10/2022 | Advanced Research Investment Solutions LLC | 6,158 | $508K | 0.2% | -14.8% | 0.068% | |
| 4/26/2022 | Timber Creek Capital Management LLC | 85,514 | $7.06M | 2.1% | -6.4% | 0.964% | |
| 4/19/2022 | Wedbush Securities Inc. | 5,100 | $421K | 0.0% | +8.5% | 0.058% | |
| 4/15/2022 | Creative Financial Designs Inc. ADV | 6,901 | $570K | 0.1% | -5.0% | 0.077% | |
| 4/14/2022 | WealthCare Investment Partners LLC | 3,340 | $256K | 0.2% | -8.3% | 0.037% | |
| 2/16/2022 | Flow Traders U.S. LLC | 18,252 | $1.67M | 0.1% | -58.0% | 0.202% | |
| 2/16/2022 | Hudson Portfolio Management LLC | 40,865 | $2.25M | 2.0% | +349.3% | 0.453% | |
| 2/15/2022 | Blueprint Investment Partners LLC | 21,682 | $1.98M | 0.5% | N/A | 0.240% | |
| 2/14/2022 | Credit Suisse AG | 100,000 | $9.14M | 0.0% | +33.3% | 1.109% | |
| 2/9/2022 | MAS Advisors LLC | 17,703 | $1.62M | 1.2% | N/A | 0.195% | |
| 2/9/2022 | Advanced Research Investment Solutions LLC | 7,230 | $663K | 0.2% | +123.8% | 0.080% | |
| 2/9/2022 | Beaumont Capital Management LLC | 6,030 | $550K | 0.3% | -13.7% | 0.066% | |
| 2/7/2022 | WealthCare Investment Partners LLC | 3,644 | $333K | 0.3% | N/A | 0.040% | |
| 1/31/2022 | Timber Creek Capital Management LLC | 91,391 | $8.35M | 2.5% | -1.3% | 0.975% | |
| 1/26/2022 | Creative Financial Designs Inc. ADV | 7,264 | $664K | 0.1% | +28.3% | 0.066% | |
| 1/19/2022 | Hudock Inc. | 4,281 | $391K | 0.1% | -23.7% | 0.039% | |
| 1/18/2022 | Addison Capital Co | 5,480 | $501K | 0.2% | +32.7% | 0.050% | |
| 11/15/2021 | Flow Traders U.S. LLC | 43,466 | $3.77M | 0.2% | N/A | 0.430% | |
| 11/12/2021 | Assetmark Inc. | 980,122 | $85.02M | 0.4% | +2,130,600.0% | 9.685% | |
| 11/9/2021 | Hudson Portfolio Management LLC | 9,095 | $498K | 0.5% | N/A | 0.090% | |
| 11/9/2021 | Hudock Inc. | 5,609 | $486K | 0.1% | -20.2% | 0.056% | |
| 11/4/2021 | Almanack Investment Partners LLC. | 53,953 | $4.68M | 0.4% | +27.5% | 0.538% | |
| 11/3/2021 | Beaumont Capital Management LLC | 6,990 | $606K | 0.5% | N/A | 0.070% | |
| 11/1/2021 | Wealthpoint LLC | 4,262 | $370K | 0.1% | N/A | 0.043% | |
| 10/8/2021 | Timber Creek Capital Management LLC | 92,608 | $8.03M | 2.5% | -1.5% | 0.948% | |
| 10/8/2021 | Creative Financial Designs Inc. ADV | 5,660 | $491K | 0.1% | +2,532.6% | 0.058% | |
| 8/16/2021 | Credit Suisse AG | 75,000 | $6.48M | 0.0% | N/A | 0.991% | |
| 8/9/2021 | Hudock Inc. | 7,032 | $607K | 0.2% | -7.5% | 0.091% | |
| 8/4/2021 | Almanack Investment Partners LLC. | 42,332 | $3.66M | 0.4% | -18.4% | 0.545% | |
| 7/31/2021 | Timber Creek Capital Management LLC | 93,995 | $8.12M | 2.6% | -7.7% | 1.225% | |
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| 7/31/2021 | IFP Advisors Inc | 582 | $50K | 0.0% | -60.1% | 0.008% | |
| 5/18/2021 | Flow Traders U.S. LLC | 14,068 | $1.14M | 0.1% | +12.9% | 0.203% | |
| 5/12/2021 | JPMorgan Chase & Co. | 459 | $37K | 0.0% | +142.9% | 0.007% | |
| 5/11/2021 | Almanack Investment Partners LLC. | 51,851 | $4.19M | 0.4% | -86.5% | 0.760% | |
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