| 8/6/2025 | Golden State Wealth Management LLC | 365 | $30K | 0.0% | -33.6% | 0.004% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 12,454 | $1.03M | 0.1% | +19.3% | 0.131% | |
| 7/31/2025 | Leavell Investment Management Inc. | 12,384 | $1.02M | 0.0% | +97.0% | 0.130% | |
| 7/25/2025 | Franklin Parlapiano Turner & Welch LLC | 474,807 | $39.10M | 10.2% | +0.6% | 4.998% | |
| 7/16/2025 | Kendall Capital Management | 10,683 | $880K | 0.2% | +3.8% | 0.112% | |
| 7/15/2025 | Main Street Group LTD | 1,020 | $84K | 0.0% | +48.3% | 0.011% | |
| 7/11/2025 | CX Institutional | 8,019 | $660K | 0.0% | -45.9% | 0.084% | |
| 5/16/2025 | Jones Financial Companies Lllp | 337,805 | $29.19M | 0.0% | +6,736.8% | 3.447% | |
| 5/14/2025 | Keeley Teton Advisors LLC | 55,359 | $4.78M | 0.6% | -1.8% | 0.565% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 57,980 | $5.01M | 0.1% | +100.0% | 0.592% | |
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| 5/9/2025 | AXS Investments LLC | 107,027 | $9.25M | 2.6% | N/A | 1.092% | |
| 5/2/2025 | Burns Matteson Capital Management LLC | 18,782 | $1.62M | 0.8% | +6.2% | 0.191% | |
| 4/30/2025 | Leavell Investment Management Inc. | 6,287 | $543K | 0.0% | N/A | 0.064% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 151,420 | $12.50M | 3.0% | +7.1% | 1.537% | |
| 4/25/2025 | Franklin Parlapiano Turner & Welch LLC | 471,804 | $40.77M | 11.0% | +1.4% | 4.790% | |
| 4/25/2025 | Kendall Capital Management | 10,290 | $889K | 0.3% | +10.6% | 0.104% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 10,437 | $902K | 0.1% | +7.5% | 0.106% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,100 | $95K | 0.0% | +100.0% | 0.011% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,957 | $1.38M | 0.0% | -51.1% | 0.162% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 4,909 | $424K | 0.0% | +27.3% | 0.050% | |
| 4/15/2025 | CX Institutional | 14,810 | $1.28M | 0.0% | +12.4% | 0.148% | |
| 2/18/2025 | Continuum Advisory LLC | 24,179 | $1.96M | 0.3% | +1.2% | 0.281% | |
| 2/17/2025 | Ameriprise Financial Inc. | 165,770 | $13.43M | 0.0% | -5.5% | 1.928% | |
| 2/17/2025 | Anderson Financial Strategies LLC | 17,732 | $1.44M | 0.9% | N/A | 0.206% | |
| 2/13/2025 | Keeley Teton Advisors LLC | 56,370 | $4.57M | 0.5% | -4.8% | 0.655% | |
| 2/13/2025 | M Holdings Securities Inc. | 107,167 | $8.68M | 1.4% | N/A | 1.246% | |
| 2/11/2025 | M Holdings Securities Inc. | 8,683 | $703K | 0.5% | N/A | 0.101% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 9,712 | $787K | 0.1% | N/A | 0.113% | |
| 2/6/2025 | Jones Financial Companies Lllp | 4,941 | $400K | 0.0% | +40.5% | 0.057% | |
| 1/31/2025 | Partners Capital Investment Group LLP | 28,990 | $2.35M | 0.1% | -50.0% | 0.337% | |
| 1/29/2025 | Van ECK Associates Corp | 80,028 | $6.48M | 0.0% | +24.6% | 0.931% | |
| 1/29/2025 | Cornerstone Planning Group LLC | 141,362 | $11.74M | 2.9% | +4.0% | 1.644% | |
| 1/28/2025 | Golden State Wealth Management LLC | 550 | $45K | 0.0% | N/A | 0.006% | |
| 1/23/2025 | RVW Wealth LLC | 3,824 | $310K | 0.0% | -12.9% | 0.044% | |
| 1/23/2025 | Franklin Parlapiano Turner & Welch LLC | 465,511 | $37.72M | 10.2% | -2.2% | 5.413% | |
| 1/17/2025 | Arkansas Financial Group Inc. | 29,598 | $2.40M | 0.4% | +8.8% | 0.344% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 3,857 | $313K | 0.0% | +32.8% | 0.045% | |
| 12/26/2024 | JPMorgan Chase & Co. | 730 | $65K | 0.0% | +44.3% | 0.008% | |
| 11/15/2024 | Continuum Advisory LLC | 23,883 | $2.06M | 0.3% | -1.4% | 0.278% | |
| 11/6/2024 | Cornerstone Planning Group LLC | 135,951 | $11.83M | 2.6% | +5.1% | 1.581% | |
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| 10/29/2024 | Van ECK Associates Corp | 64,232 | $5.65M | 0.0% | -0.4% | 0.747% | |
| 10/24/2024 | Lederer & Associates Investment Counsel CA | 2,375 | $211K | 0.1% | N/A | 0.028% | |
| 10/23/2024 | Franklin Parlapiano Turner & Welch LLC | 475,818 | $42.26M | 10.9% | -0.8% | 5.533% | |
| 10/10/2024 | Burns Matteson Capital Management LLC | 17,563 | $1.56M | 0.8% | +31.0% | 0.204% | |
| 10/9/2024 | Christopher J. Hasenberg Inc | 146,620 | $12.52M | 5.2% | N/A | 1.705% | |
| 10/5/2024 | Arkansas Financial Group Inc. | 27,207 | $2.42M | 0.4% | +14.6% | 0.316% | |
| 8/14/2024 | Fairscale Capital LLC | 339 | $27K | 0.0% | N/A | 0.004% | |
| 8/12/2024 | Kendall Capital Management | 9,576 | $737K | 0.2% | -10.8% | 0.111% | |
| 7/31/2024 | Van ECK Associates Corp | 64,478 | $4.96M | 0.0% | +92.3% | 0.750% | |
| 7/9/2024 | Lynx Investment Advisory | 723 | $56K | 0.0% | N/A | 0.008% | |
| 7/9/2024 | Burns Matteson Capital Management LLC | 13,409 | $1.03M | 0.6% | +29.7% | 0.156% | |
| 5/15/2024 | Keeley Teton Advisors LLC | 60,864 | $4.39M | 0.5% | -0.6% | 0.712% | |
| 5/14/2024 | Burns Matteson Capital Management LLC | 10,339 | $745K | 0.4% | N/A | 0.121% | |
| 5/8/2024 | Cornerstone Planning Group LLC | 119,697 | $8.62M | 2.7% | +11.6% | 1.400% | |
| 5/3/2024 | Franklin Parlapiano Turner & Welch LLC | 459,056 | $33.08M | 9.1% | +3.6% | 5.369% | |
| 4/30/2024 | Van ECK Associates Corp | 33,536 | $2.42M | 0.0% | N/A | 0.392% | |
| 4/16/2024 | Arkansas Financial Group Inc. | 22,510 | $1.62M | 0.3% | +1.0% | 0.260% | |
| 4/8/2024 | RVW Wealth LLC | 5,355 | $386K | 0.0% | -7.2% | 0.060% | |
| 3/1/2024 | ARK & TLK Investments LLC | 3,397 | $250K | 0.1% | N/A | 0.038% | |
| 2/23/2024 | Arkansas Financial Group Inc. | 22,277 | $1.64M | 0.3% | +2.7% | 0.250% | |
| 2/13/2024 | Keeley Teton Advisors LLC | 61,203 | $4.50M | 0.6% | -1.5% | 0.688% | |
| 2/13/2024 | Jones Financial Companies Lllp | 3,062 | $225K | 0.0% | N/A | 0.034% | |
| 2/12/2024 | Partners Capital Investment Group LLP | 57,980 | $4.26M | 0.1% | +2.1% | 0.651% | |
| 2/5/2024 | Cozad Asset Management Inc. | 4,722 | $347K | 0.0% | -27.2% | 0.053% | |
| 1/29/2024 | Plan Group Financial LLC | 37,672 | $2.77M | 2.4% | -24.1% | 0.423% | |
| 1/26/2024 | Franklin Parlapiano Turner & Welch LLC | 443,084 | $32.58M | 9.3% | +3.3% | 4.978% | |
| 1/26/2024 | Kendall Capital Management | 10,525 | $774K | 0.3% | -2.4% | 0.118% | |
| 1/8/2024 | RVW Wealth LLC | 5,772 | $424K | 0.0% | -11.7% | 0.065% | |
| 11/13/2023 | Plan Group Financial LLC | 49,627 | $3.27M | 2.4% | +165.3% | 0.558% | |
| 11/8/2023 | Keeley Teton Advisors LLC | 62,115 | $4.10M | 0.6% | -1.1% | 0.698% | |
| 11/8/2023 | Cornerstone Planning Group LLC | 88,375 | $5.83M | 2.2% | +20.4% | 0.993% | |
| 10/31/2023 | Kendall Capital Management | 10,783 | $711K | 0.3% | +8.8% | 0.121% | |
| 10/25/2023 | Arkansas Financial Group Inc. | 21,684 | $1.43M | 0.3% | +4.1% | 0.244% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 15,553 | $1.03M | 0.0% | -5.0% | 0.175% | |
| 10/12/2023 | RVW Wealth LLC | 6,536 | $431K | 0.1% | -8.6% | 0.073% | |
| 9/26/2023 | M Holdings Securities Inc. | 3,164 | $232K | 0.0% | -73.8% | 0.036% | |
| 8/14/2023 | Partners Capital Investment Group LLP | 29,574 | $2.17M | 0.0% | +101.0% | 0.332% | |
| 7/28/2023 | Kendall Capital Management | 9,915 | $726K | 0.3% | -2.2% | 0.111% | |
| 7/21/2023 | Franklin Parlapiano Turner & Welch LLC | 421,524 | $30.89M | 9.2% | +4.6% | 4.736% | |
| 7/17/2023 | GPS Wealth Strategies Group LLC | 712 | $52K | 0.0% | -56.7% | 0.008% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 16,365 | $1.20M | 0.0% | +1.3% | 0.184% | |
| 7/10/2023 | Disciplined Investments LLC | 3,583 | $263K | 0.1% | -48.7% | 0.040% | |
| 5/12/2023 | NewEdge Advisors LLC | 22,359 | $1.58M | 0.0% | -3.9% | 0.251% | |
| 5/11/2023 | Kendall Capital Management | 10,136 | $716K | 0.3% | +3.5% | 0.114% | |
| 5/10/2023 | Keeley Teton Advisors LLC | 67,751 | $4.79M | 0.6% | -0.8% | 0.761% | |
| 5/6/2023 | Franklin Parlapiano Turner & Welch LLC | 402,871 | $28.45M | 9.1% | +1.5% | 4.527% | |
| 5/3/2023 | Arkansas Financial Group Inc. | 20,789 | $1.47M | 0.3% | +44.1% | 0.234% | |
| 5/1/2023 | Cozad Asset Management Inc. | 6,487 | $458K | 0.1% | -5.5% | 0.073% | |
| 4/17/2023 | GPS Wealth Strategies Group LLC | 1,644 | $116K | 0.0% | N/A | 0.018% | |
| 4/11/2023 | RVW Wealth LLC | 7,190 | $508K | 0.1% | -10.0% | 0.077% | |
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| 4/5/2023 | BTS Asset Management Inc. | 3,881 | $274K | 0.2% | -43.9% | 0.042% | |
| 2/21/2023 | Northwestern Mutual Wealth Management Co. | 108,747 | $7.43M | 0.0% | +636.7% | 1.163% | |
| 2/21/2023 | B. Riley Wealth Advisors Inc. | 93,918 | $6.42M | 0.2% | +4.4% | 1.004% | |
| 2/10/2023 | Continuum Advisory LLC | 19,917 | $1.36M | 0.2% | +4.1% | 0.213% | |
| 2/10/2023 | TCG Advisory Services LLC | 4,106 | $281K | 0.1% | N/A | 0.044% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 49,276 | $3.37M | 0.0% | +39.4% | 0.527% | |
| 2/10/2023 | Keeley Teton Advisors LLC | 68,280 | $4.67M | 0.6% | -1.0% | 0.730% | |
| 2/9/2023 | Castle Wealth Management LLC | 38,125 | $2.61M | 1.6% | +24.3% | 0.408% | |
| 2/9/2023 | HighTower Advisors LLC | 5,767 | $395K | 0.0% | -3.8% | 0.062% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 35,428 | $2.42M | 0.0% | -14.1% | 0.379% | |
