| 8/21/2026 | Continuum Advisory LLC | 4,615 | $99K | 0.0% | N/A | 0.088% | |
| 8/21/2026 | Legacy Financial Advisors Inc. | 12,826 | $275K | 0.0% | -7.0% | 0.246% | |
| 5/14/2026 | RMG Wealth Management LLC | 11,845 | $253K | 0.0% | N/A | 0.235% | |
| 5/5/2026 | Bank of New York Mellon Corp | 374,317 | $7.93M | 0.0% | -13.3% | 7.412% | |
| 4/17/2026 | AdvisorNet Financial Inc | 1,574 | $33K | 0.0% | +82.2% | 0.031% | |
| 2/12/2026 | Olde Wealth Management LLC | 35,472 | $766K | 0.2% | +10.1% | 0.663% | |
| 2/5/2026 | Western Wealth Management LLC | 30,046 | $649K | 0.0% | N/A | 0.562% | |
| 2/4/2026 | Legacy Financial Advisors Inc. | 14,087 | $304K | 0.0% | +9.9% | 0.263% | |
| 1/1/2026 | JPMorgan Chase & Co. | 26,256 | $572K | 0.0% | +42,942.6% | 0.571% | |
| 11/14/2025 | Olde Wealth Management LLC | 32,208 | $696K | 0.2% | N/A | 0.700% | |
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| 11/7/2025 | JPMorgan Chase & Co. | 26,256 | $572K | 0.0% | +42,942.6% | 0.571% | |
| 11/3/2025 | GPS Wealth Strategies Group LLC | 29,585 | $644K | 0.1% | +79.7% | 0.643% | |
| 10/30/2025 | RMG Wealth Management LLC | 11,643 | $252K | 0.0% | +43.7% | 0.253% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 16,463 | $357K | 0.0% | +67.5% | 0.374% | |
| 8/5/2025 | Bank of New York Mellon Corp | 364,125 | $7.91M | 0.0% | -19.8% | 8.276% | |
| 8/1/2025 | Rossby Financial LCC | 1,484 | $32K | 0.0% | -36.6% | 0.034% | |
| 7/23/2025 | RMG Wealth Management LLC | 8,103 | $175K | 0.0% | N/A | 0.184% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 11,697 | $248K | 0.0% | -8.3% | 0.266% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 1,756 | $37K | 0.0% | N/A | 0.040% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 3,361 | $71K | 0.0% | N/A | 0.073% | |
| 4/29/2025 | Bank of New York Mellon Corp | 453,798 | $9.61M | 0.0% | +22.2% | 9.865% | |
| 4/28/2025 | Rossby Financial LCC | 2,341 | $49K | 0.0% | N/A | 0.051% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 383,765 | $8.13M | 0.0% | +25.6% | 8.343% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 9,826 | $208K | 0.0% | N/A | 0.214% | |
| 2/18/2025 | City National Bank of Florida MSD | 28,192 | $596K | 0.5% | N/A | 0.705% | |
| 2/17/2025 | Fairview Capital Investment Management LLC | 13,325 | $282K | 0.0% | +8.1% | 0.333% | |
| 2/4/2025 | Bank of New York Mellon Corp | 371,211 | $7.84M | 0.0% | -4.6% | 9.280% | |
| 12/26/2024 | JPMorgan Chase & Co. | 36,945 | $802K | 0.0% | +30.9% | 0.924% | |
| 8/13/2024 | Legacy Financial Advisors Inc. | 12,445 | $260K | 0.0% | N/A | 0.311% | |
| 8/1/2024 | Crestwood Advisors Group LLC | 12,700 | $266K | 0.0% | N/A | 0.318% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 349,866 | $7.32M | 0.0% | +2.9% | 8.747% | |
| 7/26/2024 | Bank of New York Mellon Corp | 347,479 | $7.27M | 0.0% | -8.2% | 8.687% | |
| 7/17/2024 | AdvisorNet Financial Inc | 19,356 | $405K | 0.0% | -3.3% | 0.484% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 21,350 | $451K | 0.1% | +6.9% | 0.562% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 339,863 | $7.18M | 0.0% | -2.4% | 8.944% | |
| 4/12/2024 | AdvisorNet Financial Inc | 20,019 | $423K | 0.0% | +4.4% | 0.527% | |
| 3/5/2024 | Fisher Asset Management LLC | 268,539 | $5.65M | 0.0% | +1.7% | 5.371% | |
| 2/13/2024 | Fairview Capital Investment Management LLC | 10,925 | $230K | 0.0% | -5.0% | 0.219% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 348,116 | $7.32M | 0.0% | -8.5% | 6.962% | |
| 2/6/2024 | Fisher Asset Management LLC | 268,539 | $5.65M | 0.0% | +1.7% | 5.371% | |
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| 1/10/2024 | Financial Network Wealth Management LLC | 32,723 | $688K | 0.3% | -3.1% | 0.654% | |
| 10/24/2023 | Bank of New York Mellon Corp | 372,390 | $7.48M | 0.0% | +22.9% | 7.448% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 380,416 | $7.64M | 0.0% | -1.6% | 7.608% | |
| 8/9/2023 | Flow Traders U.S. LLC | 27,164 | $558K | 0.0% | N/A | 0.543% | |
| 8/8/2023 | Fisher Asset Management LLC | 223,303 | $4.59M | 0.0% | +10.8% | 4.466% | |
| 8/3/2023 | Bank of New York Mellon Corp | 303,069 | $6.23M | 0.0% | +7.4% | 6.061% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 386,592 | $7.95M | 0.0% | -6.0% | 7.732% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 411,321 | $8.54M | 0.0% | -3.9% | 8.065% | |
| 5/9/2023 | US Bancorp DE | 12,048 | $250K | 0.0% | -15.3% | 0.236% | |
| 5/5/2023 | Assetmark Inc. | 19,852 | $412K | 0.0% | +13.0% | 0.389% | |
| 5/1/2023 | Fisher Asset Management LLC | 201,567 | $4.18M | 0.0% | +3.6% | 3.952% | |
| 4/28/2023 | AdvisorNet Financial Inc | 19,208 | $399K | 0.0% | -4.8% | 0.377% | |
| 3/6/2023 | OLD Mission Capital LLC | 4,998 | $101K | 0.0% | N/A | 0.100% | |
| 2/10/2023 | Fairview Capital Investment Management LLC | 9,875 | $200K | 0.0% | N/A | 0.198% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 428,180 | $8.68M | 0.0% | +0.1% | 8.564% | |
| 2/3/2023 | Fisher Asset Management LLC | 194,493 | $3.94M | 0.0% | +30.6% | 3.890% | |
| 1/30/2023 | ERTS Wealth Advisors LLC | 12,703 | $257K | 0.1% | +25.0% | 0.254% | |
| 11/15/2022 | Flow Traders U.S. LLC | 24,325 | $479K | 0.0% | N/A | 0.518% | |
| 11/14/2022 | PFS Investments Inc. | 66,614 | $1.31M | 0.0% | -4.7% | 1.417% | |
| 11/8/2022 | Fisher Asset Management LLC | 148,866 | $2.93M | 0.0% | N/A | 3.167% | |
| 11/8/2022 | ERTS Wealth Advisors LLC | 10,164 | $200K | 0.1% | N/A | 0.216% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 427,652 | $8.42M | 0.0% | +5.2% | 9.099% | |
| 10/4/2022 | AdvisorNet Financial Inc | 19,932 | $392K | 0.0% | +83.8% | 0.443% | |
| 8/15/2022 | PFS Investments Inc. | 69,909 | $1.43M | 0.0% | -6.9% | 1.554% | |
| 8/3/2022 | Assetmark Inc. | 4,616 | $94K | 0.0% | N/A | 0.103% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 406,521 | $8.29M | 0.0% | +3.9% | 9.034% | |
| 5/25/2022 | EverSource Wealth Advisors LLC | 2,548 | $59K | 0.0% | +201.5% | 0.058% | |
| 5/13/2022 | Klaas Financial Asset Advisors LLC | 6,919 | $160K | 0.0% | +57.7% | 0.157% | |
| 5/12/2022 | Cambridge Investment Research Advisors Inc. | 391,388 | $9.05M | 0.0% | +5.5% | 8.895% | |