| 8/15/2025 | Bank of America Corp DE | 69,759 | $2.97M | 0.0% | -11.4% | 0.924% | |
| 8/13/2025 | M Holdings Securities Inc. | 46,853 | $1.99M | 0.3% | N/A | 0.621% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 56,782 | $2.42M | 0.0% | +33.5% | 0.752% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 6,458 | $275K | 0.0% | +6.6% | 0.086% | |
| 8/11/2025 | Landaas & Co. WI ADV | 85,200 | $3.62M | 0.9% | +81.7% | 1.128% | |
| 8/8/2025 | Cetera Investment Advisers | 127,292 | $5.42M | 0.0% | +9.3% | 1.686% | |
| 8/6/2025 | Ethos Financial Group LLC | 5,748 | $245K | 0.0% | N/A | 0.076% | |
| 8/1/2025 | Oarsman Capital Inc. | 5,715 | $243K | 0.0% | -8.0% | 0.076% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 23,432 | $997K | 0.0% | +11.7% | 0.310% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 4,617 | $196K | 0.1% | +105.7% | 0.061% | |
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| 7/25/2025 | CWM LLC | 77,803 | $3.31M | 0.0% | -9.1% | 1.031% | |
| 7/24/2025 | Financial Connections Group Inc. | 4,688 | $199K | 0.1% | -5.8% | 0.062% | |
| 7/22/2025 | Merit Financial Group LLC | 81,116 | $3.45M | 0.0% | N/A | 1.074% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 19,647 | $836K | 0.0% | +15.4% | 0.260% | |
| 7/11/2025 | Lantz Financial LLC | 94,136 | $4.01M | 1.0% | +8.9% | 1.248% | |
| 7/10/2025 | Triangle Securities Wealth Management | 14,410 | $613K | 0.2% | +109.8% | 0.191% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 99,044 | $4.21M | 0.1% | -20.3% | 1.314% | |
| 5/16/2025 | NewEdge Advisors LLC | 14,716 | $616K | 0.0% | N/A | 0.202% | |
| 5/15/2025 | Royal Bank of Canada | 17,424 | $730K | 0.0% | +11.4% | 0.239% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 42,535 | $1.78M | 0.0% | +37.9% | 0.584% | |
| 5/14/2025 | Price T Rowe Associates Inc. MD | 2,404,101 | $100.67M | 0.0% | +12.7% | 33.023% | |
| 5/6/2025 | Cetera Investment Advisers | 116,468 | $4.88M | 0.0% | +10.8% | 1.611% | |
| 5/2/2025 | Landaas & Co. WI ADV | 46,896 | $1.96M | 0.5% | +517.5% | 0.649% | |
| 5/1/2025 | CWM LLC | 85,574 | $3.58M | 0.0% | +9.3% | 1.184% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 20,983 | $879K | 0.0% | +8.8% | 0.290% | |
| 4/28/2025 | D.A. Davidson & CO. | 17,611 | $737K | 0.0% | +10.4% | 0.244% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 28,917 | $1.21M | 0.0% | -3.6% | 0.400% | |
| 4/18/2025 | CENTRAL TRUST Co | 5,155 | $216K | 0.0% | -8.3% | 0.071% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 17,032 | $713K | 0.0% | -20.7% | 0.238% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 124,218 | $5.20M | 0.2% | N/A | 1.735% | |
| 4/10/2025 | Triangle Securities Wealth Management | 6,867 | $288K | 0.1% | N/A | 0.096% | |
| 4/8/2025 | Lantz Financial LLC | 86,435 | $3.62M | 1.0% | +9.2% | 1.207% | |
| 2/27/2025 | Landaas & Co. WI ADV | 7,595 | $308K | 0.1% | N/A | 0.110% | |
| 2/17/2025 | Waverly Advisors LLC | 15,700 | $637K | 0.0% | -5.4% | 0.378% | |
| 2/17/2025 | Cetera Investment Advisers | 105,129 | $4.26M | 0.0% | +3.0% | 2.533% | |
| 2/17/2025 | Bank of America Corp DE | 69,480 | $2.82M | 0.0% | +66.6% | 1.674% | |
| 2/14/2025 | Jane Street Group LLC | 5,102 | $207K | 0.0% | N/A | 0.123% | |
| 2/14/2025 | Price T Rowe Associates Inc. MD | 2,134,101 | $86.56M | 0.0% | +29.3% | 51.424% | |
| 2/14/2025 | Stifel Financial Corp | 186,340 | $7.56M | 0.0% | +140.4% | 4.490% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 2,244 | $91K | 0.0% | +123.3% | 0.054% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 19,288 | $782K | 0.0% | +3.4% | 0.465% | |
| 2/12/2025 | Riggs Capital Management LLC | 81,512 | $3.31M | 3.2% | N/A | 1.964% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 10,060 | $408K | 0.0% | N/A | 0.242% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 20,031 | $812K | 0.0% | +14.0% | 0.483% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 1,030 | $42K | 0.0% | +66.7% | 0.025% | |
| 2/6/2025 | Jones Financial Companies Lllp | 38,651 | $1.57M | 0.0% | +112.1% | 0.931% | |
| 1/31/2025 | D.A. Davidson & CO. | 15,958 | $647K | 0.0% | +31.5% | 0.385% | |
| 1/21/2025 | Lantz Financial LLC | 79,146 | $3.21M | 0.9% | +5.3% | 1.907% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 21,490 | $872K | 0.0% | +47.5% | 0.518% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 1,005 | $42K | 0.0% | N/A | 0.024% | |
| 11/15/2024 | Stifel Financial Corp | 77,508 | $3.24M | 0.0% | +30.2% | 1.868% | |
| 10/23/2024 | CENTRAL TRUST Co | 5,732 | $239K | 0.0% | -29.0% | 0.138% | |
| 10/8/2024 | CWM LLC | 63,471 | $2.65M | 0.0% | +55.1% | 1.529% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 132,282 | $5.53M | 0.2% | -1.5% | 3.188% | |
| 8/22/2024 | Cetera Investment Advisers | 92,173 | $3.62M | 0.0% | +10.6% | 2.221% | |
| 8/13/2024 | Kowal Investment Group LLC | 5,462 | $214K | 0.0% | -8.3% | 0.132% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 19,178 | $752K | 0.0% | +20.9% | 0.462% | |
| 7/26/2024 | Financial Connections Group Inc. | 5,444 | $213K | 0.1% | -5.4% | 0.131% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 28,828 | $1.13M | 0.0% | +47.1% | 0.695% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 134,345 | $5.27M | 0.2% | -3.6% | 3.237% | |
| 7/10/2024 | Lantz Financial LLC | 60,240 | $2.36M | 0.7% | +11.4% | 1.452% | |
| 7/10/2024 | CWM LLC | 40,917 | $1.61M | 0.0% | +50.0% | 0.986% | |
| 5/24/2024 | Cetera Investment Advisers | 83,326 | $3.30M | 0.0% | +1,336.9% | 2.008% | |
| 5/4/2024 | Financial Connections Group Inc. | 5,752 | $229K | 0.3% | -25.8% | 0.139% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 11,448 | $454K | 0.0% | +72.1% | 0.276% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 15,866 | $629K | 0.0% | +15.3% | 0.382% | |
| 4/24/2024 | CENTRAL TRUST Co | 32,230 | $1.28M | 0.0% | -24.9% | 0.798% | |
| 4/18/2024 | Kowal Investment Group LLC | 5,955 | $236K | 0.1% | -7.6% | 0.147% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 139,296 | $5.52M | 0.2% | -0.9% | 3.880% | |
| 4/10/2024 | Lantz Financial LLC | 54,074 | $2.14M | 0.7% | +6.5% | 1.506% | |
| 2/9/2024 | D.A. Davidson & CO. | 10,062 | $368K | 0.0% | +9.1% | 0.280% | |
| 2/1/2024 | Trust Co of Kansas | 5,713 | $209K | 0.1% | N/A | 0.159% | |
| 2/1/2024 | CWM LLC | 2,850 | $104K | 0.0% | -36.3% | 0.079% | |
| 1/26/2024 | Financial Connections Group Inc. | 7,752 | $283K | 0.2% | -37.1% | 0.216% | |
| 1/24/2024 | CENTRAL TRUST Co | 42,915 | $1.57M | 0.0% | -8.8% | 1.195% | |
| 1/22/2024 | Kowal Investment Group LLC | 6,444 | $235K | 0.1% | -7.0% | 0.179% | |
| 1/12/2024 | Lantz Financial LLC | 50,775 | $1.86M | 0.7% | +4.1% | 1.414% | |
| 1/11/2024 | Bond & Devick Financial Network Inc. | 6,472 | $236K | 0.1% | N/A | 0.180% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 140,493 | $5.15M | 0.2% | -6.1% | 3.913% | |
| 11/16/2023 | Harbour Investments Inc. | 11,189 | $372K | 0.0% | -24.1% | 0.312% | |
| 11/6/2023 | Financial Connections Group Inc. | 12,317 | $409K | 0.5% | -54.5% | 0.343% | |
| 10/26/2023 | CENTRAL TRUST Co | 47,039 | $1.57M | 0.0% | +2.6% | 1.310% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 21,332 | $710K | 0.0% | +3.4% | 0.594% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 14,373 | $478K | 0.0% | -4.3% | 0.400% | |
| 10/20/2023 | Lantz Financial LLC | 48,773 | $1.62M | 0.6% | +13.7% | 1.359% | |
| 10/11/2023 | Dynamic Advisor Solutions LLC | 149,609 | $4.98M | 0.2% | -0.8% | 4.167% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 55,804 | $1.92M | 0.0% | +21.2% | 1.554% | |
| 8/10/2023 | Cetera Investment Advisers | 7,690 | $265K | 0.0% | -6.4% | 0.214% | |
| 8/3/2023 | Dynamic Advisor Solutions LLC | 150,815 | $5.20M | 0.3% | -21.5% | 4.201% | |
| 7/18/2023 | Kowal Investment Group LLC | 6,974 | $240K | 0.1% | -38.6% | 0.228% | |
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| 7/14/2023 | Financial Connections Group Inc. | 27,060 | $932K | 0.6% | -26.6% | 0.884% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 20,622 | $711K | 0.0% | -4.3% | 0.674% | |
| 7/12/2023 | Lantz Financial LLC | 42,890 | $1.48M | 0.6% | +10.1% | 1.402% | |
| 5/5/2023 | Financial Connections Group Inc. | 36,886 | $1.24M | 0.9% | -6.8% | 1.190% | |
| 4/25/2023 | D.A. Davidson & CO. | 8,735 | $293K | 0.0% | N/A | 0.282% | |
| 4/24/2023 | Ahrens Investment Partners LLC | 4,300 | $144K | 0.1% | -52.7% | 0.139% | |
| 4/21/2023 | Kowal Investment Group LLC | 11,361 | $381K | 0.1% | -25.4% | 0.366% | |
| 4/19/2023 | CENTRAL TRUST Co | 45,886 | $1.54M | 0.0% | +29.6% | 1.480% | |
| 4/10/2023 | Lantz Financial LLC | 38,973 | $1.31M | 0.5% | +18.0% | 1.286% | |
| 2/15/2023 | Financial Connections Group Inc. | 39,558 | $1.35M | 1.1% | -90.4% | 1.310% | |
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