| 5/13/2021 | Abbrea Capital LLC | 64,144 | $3.52M | 0.6% | -0.7% | 0.382% | |
| 5/12/2021 | JPMorgan Chase & Co. | 38,363 | $2.10M | 0.0% | +34.5% | 0.233% | |
| 5/11/2021 | Almanack Investment Partners LLC. | 39,386 | $2.16M | 0.2% | N/A | 0.239% | |
| 5/10/2021 | Strategic Blueprint LLC | 6,605 | $0.36M | 0.1% | +21.0% | 0.040% | |
| 5/7/2021 | Cambridge Investment Research Advisors Inc. | 31,142 | $1.71M | 0.0% | +164.9% | 0.185% | |
| 5/7/2021 | Gould Asset Management LLC CA | 5,210 | $0.29M | 0.1% | -21.7% | 0.032% | |
| 5/6/2021 | Clear Perspectives Financial Planning LLC | 61,123 | $3.35M | 1.9% | N/A | 0.366% | |
| 4/30/2021 | Archetype Wealth Partners | 11,142 | $0.61M | 0.2% | -2.0% | 0.068% | |
| 4/28/2021 | US Bancorp DE | 1,262 | $69K | 0.0% | -20.0% | 0.008% | |
| 4/21/2021 | TIAA FSB | 574,696 | $31.52M | 0.1% | +23.3% | 3.691% | |
|
| 4/15/2021 | Bennicas & Associates Inc. | 203,720 | $11.17M | 6.4% | +4.6% | 1.325% | |
| 2/19/2021 | JPMorgan Chase & Co. | 28,514 | $1.55M | 0.0% | +18.8% | 0.217% | |
| 2/16/2021 | Captrust Financial Advisors | 1,837 | $100K | 0.0% | +512.3% | 0.014% | |
| 2/4/2021 | Cambridge Investment Research Advisors Inc. | 11,758 | $0.64M | 0.0% | -40.5% | 0.092% | |
| 2/2/2021 | Gould Asset Management LLC CA | 6,655 | $0.36M | 0.1% | -8.8% | 0.052% | |
| 1/28/2021 | Bank of Stockton | 6,000 | $0.33M | 0.1% | N/A | 0.047% | |
| 1/26/2021 | Strategic Blueprint LLC | 5,457 | $0.30M | 0.1% | N/A | 0.044% | |
| 1/21/2021 | TIAA FSB | 466,282 | $25.26M | 0.1% | +31.8% | 3.754% | |
| 1/21/2021 | Abbrea Capital LLC | 64,574 | $3.50M | 0.6% | +0.9% | 0.520% | |
| 1/15/2021 | Arbor Investment Advisors LLC | 9,772 | $0.53M | 0.1% | -13.1% | 0.079% | |
| 1/15/2021 | Bennicas & Associates Inc. | 194,770 | $10.55M | 6.2% | -0.2% | 1.581% | |
| 11/12/2020 | JPMorgan Chase & Co. | 24,000 | $1.29M | 0.0% | +3.5% | 0.195% | |
| 10/30/2020 | Steward Partners Investment Advisory LLC | 22,201 | $1.20M | 0.0% | -3.4% | 0.182% | |
| 10/29/2020 | Cambridge Investment Research Advisors Inc. | 19,745 | $1.06M | 0.0% | +19.9% | 0.162% | |
| 10/27/2020 | Arbor Investment Advisors LLC | 11,242 | $0.61M | 0.2% | -11.0% | 0.092% | |
| 10/27/2020 | Biltmore Capital Advisors LLC | 588 | $32K | 0.0% | N/A | 0.005% | |
| 10/20/2020 | Abbrea Capital LLC | 64,006 | $3.45M | 0.7% | -0.4% | 0.526% | |
| 10/15/2020 | Archetype Wealth Partners LLC | 12,183 | $0.66M | 0.3% | -31.8% | 0.100% | |
| 10/15/2020 | Bennicas & Associates Inc. | 195,195 | $10.52M | 6.5% | N/A | 1.604% | |
| 10/13/2020 | TIAA FSB | 353,854 | $19.07M | 0.1% | -2.0% | 2.908% | |
| 8/19/2020 | Orion Portfolio Solutions LLC | 5,248 | $0.28M | 0.0% | +42.5% | 0.045% | |
| 8/14/2020 | Captrust Financial Advisors | 2,250 | $0.12M | 0.0% | -8.2% | 0.019% | |
| 8/14/2020 | Flow Traders U.S. LLC | 50,151 | $2.67M | 0.2% | +247.7% | 0.428% | |
| 8/13/2020 | Archetype Wealth Partners LLC | 17,858 | $0.95M | 0.5% | -26.3% | 0.152% | |
| 8/6/2020 | Steward Partners Investment Advisory LLC | 22,989 | $1.22M | 0.0% | -1.4% | 0.194% | |
| 7/27/2020 | Cambridge Investment Research Advisors Inc. | 16,472 | $0.88M | 0.0% | -4.7% | 0.142% | |
| 7/15/2020 | TIAA FSB | 361,094 | $19.21M | 0.1% | -20.4% | 3.055% | |
| 7/13/2020 | Arbor Investment Advisors LLC | 12,631 | $0.67M | 0.2% | -54.5% | 0.107% | |
| 5/19/2020 | Disciplined Investments LLC | 2,485 | $0.13M | 0.1% | -15.4% | 0.021% | |
| 5/12/2020 | JPMorgan Chase & Co. | 22,636 | $1.17M | 0.0% | -1.7% | 0.191% | |
| 5/8/2020 | Cambridge Investment Research Advisors Inc. | 17,279 | $0.89M | 0.0% | +8.2% | 0.146% | |
| 5/1/2020 | Harwood Advisory Group LLC | 2,971 | $0.15M | 0.0% | N/A | 0.024% | |
| 4/29/2020 | Steward Partners Investment Advisory LLC | 23,325 | $1.21M | 0.0% | -9.7% | 0.189% | |
| 4/28/2020 | Princeton Global Asset Management LLC | 588 | $30K | 0.0% | N/A | 0.005% | |
| 4/23/2020 | Gould Asset Management LLC CA | 7,890 | $0.41M | 0.2% | -4.0% | 0.063% | |
| 4/21/2020 | TIAA FSB | 453,817 | $23.47M | 0.1% | -3.9% | 3.639% | |
| 4/20/2020 | Arbor Investment Advisors LLC | 27,774 | $1.44M | 0.5% | -18.7% | 0.223% | |
| 4/14/2020 | Courage Miller Partners LLC | 13,836 | $0.72M | 0.4% | -3.3% | 0.111% | |
| 2/11/2020 | M Financial Asset Management Inc. | 10,171 | $0.54M | 4.1% | +9.4% | 0.078% | |
| 2/4/2020 | Cambridge Investment Research Advisors Inc. | 15,965 | $0.84M | 0.0% | +7.6% | 0.123% | |
| 2/4/2020 | Excalibur Management Corp | 4,880 | $0.26M | 0.2% | N/A | 0.037% | |
| 1/30/2020 | Strategic Wealth Partners Ltd. | 9,484 | $0.50M | 0.3% | -15.9% | 0.070% | |
| 1/17/2020 | Steward Partners Investment Advisory LLC | 25,829 | $1.35M | 0.0% | -1.6% | 0.192% | |
| 1/14/2020 | Arbor Investment Advisors LLC | 34,142 | $1.79M | 0.5% | -4.5% | 0.253% | |
| 1/13/2020 | TIAA FSB | 472,414 | $24.74M | 0.1% | -24.8% | 3.507% | |
| 10/28/2019 | Cambridge Investment Research Advisors Inc. | 13,485 | $0.71M | 0.0% | +13.8% | 0.098% | |
| 10/28/2019 | Strategic Wealth Partners Ltd. | 11,271 | $0.59M | 0.0% | -9.1% | 0.082% | |
| 10/21/2019 | Courage Miller Partners LLC | 14,304 | $0.75M | 0.4% | -13.9% | 0.104% | |
| 10/21/2019 | Arbor Investment Advisors LLC | 35,750 | $1.87M | 0.6% | -1.9% | 0.259% | |
| 10/16/2019 | Strategic Blueprint LLC | 825 | $43K | 0.0% | N/A | 0.006% | |
| 10/8/2019 | TIAA FSB | 627,938 | $32.92M | 0.2% | -11.0% | 4.544% | |
| 8/15/2019 | Cambridge Investment Research Advisors Inc. | 11,845 | $0.62M | 0.0% | -15.2% | 0.085% | |
| 8/15/2019 | M Financial Asset Management Inc. | 7,283 | $0.38M | 3.2% | +28.2% | 0.053% | |
| 7/31/2019 | Abbrea Capital LLC | 70,839 | $3.73M | 0.9% | -0.5% | 0.503% | |
| 7/30/2019 | Courage Miller Partners LLC | 16,619 | $0.87M | 0.5% | -74.4% | 0.118% | |
| 6/30/2019 | Steward Partners Investment Advisory LLC | 26,311 | $1.38M | 0.1% | -1.1% | 0.187% | |
| 6/30/2019 | Arbor Investment Advisors LLC | 36,425 | $1.92M | 0.6% | -4.7% | 0.258% | |
| 6/30/2019 | Zions Bancorporation N.A. | 3,644 | $0.19M | 0.0% | -81.3% | 0.026% | |
| 2/15/2019 | M Holdings Securities Inc. | 5,897 | $0.30M | 0.1% | +45.4% | 0.038% | |
| 2/5/2019 | Portfolio Solutions LLC | 4,922 | $0.25M | 0.0% | N/A | 0.031% | |
| 1/28/2019 | Graves Light Private Wealth Management Inc. | 27,083 | $1.38M | 0.4% | N/A | 0.174% | |
| 1/25/2019 | Courage Miller Partners LLC | 66,265 | $3.37M | 2.0% | -0.4% | 0.424% | |
| 10/29/2018 | Live Your Vision LLC | 94,820 | $4.87M | 1.5% | +1.1% | 0.597% | |
| 10/29/2018 | Planning Alternatives Ltd. ADV | 41,401 | $2.13M | 0.4% | -32.9% | 0.261% | |
