| 5/15/2025 | Royal Bank of Canada | 21,606 | $773K | 0.0% | +6.4% | 0.272% | |
| 5/13/2025 | Compass Financial Group INC SD | 21,855 | $782K | 0.1% | +2.1% | 0.275% | |
| 5/13/2025 | HighTower Advisors LLC | 12,400 | $444K | 0.0% | +103.3% | 0.156% | |
| 5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 22,507 | $805K | 0.2% | -75.9% | 0.285% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 13,240 | $474K | 0.5% | +2,307.3% | 0.167% | |
| 5/6/2025 | Cetera Investment Advisers | 9,300 | $333K | 0.0% | N/A | 0.118% | |
| 5/2/2025 | Sigma Planning Corp | 13,799 | $494K | 0.0% | +32.9% | 0.174% | |
| 4/28/2025 | DAVENPORT & Co LLC | 14,873 | $532K | 0.0% | -12.5% | 0.188% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 12,535 | $448K | 0.1% | -7.4% | 0.158% | |
| 4/15/2025 | Capital Advisors Ltd. LLC | 21,248 | $760K | 0.1% | +4.5% | 0.268% | |
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| 2/17/2025 | Two Sigma Investments LP | 11,010 | $438K | 0.0% | N/A | 0.503% | |
| 2/17/2025 | Lionshead Wealth Management LLC | 76,980 | $3.06M | 2.2% | N/A | 3.515% | |
| 2/17/2025 | Bank of America Corp DE | 1,097 | $44K | 0.0% | N/A | 0.050% | |
| 2/14/2025 | Price T Rowe Associates Inc. MD | 1,745,001 | $69.43M | 0.0% | +42.4% | 79.680% | |
| 2/13/2025 | Ritter Daniher Financial Advisory LLC DE | 93,423 | $3.72M | 1.0% | -56.1% | 4.266% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 19,030 | $757K | 0.0% | +4.0% | 0.869% | |
| 2/7/2025 | HighTower Advisors LLC | 6,100 | $243K | 0.0% | N/A | 0.279% | |
| 2/7/2025 | Wealthfront Advisers LLC | 23,480 | $934K | 0.0% | N/A | 1.072% | |
| 2/5/2025 | National Pension Service | 4,245,777 | $168.97M | 0.2% | +41.2% | 193.871% | |
| 2/3/2025 | Sigma Planning Corp | 10,383 | $413K | 0.0% | +34.5% | 0.474% | |
| 1/30/2025 | Walkner Condon Financial Advisors LLC | 13,535 | $539K | 0.1% | -6.2% | 0.618% | |
| 1/24/2025 | DAVENPORT & Co LLC | 16,995 | $676K | 0.0% | +57.7% | 0.776% | |
| 11/7/2024 | Mendel Capital Management LLC | 8,047 | $303K | 0.2% | -8.5% | 0.367% | |
| 11/7/2024 | Ritter Daniher Financial Advisory LLC DE | 212,715 | $8.01M | 2.3% | +10.7% | 9.713% | |
| 11/4/2024 | Sigma Planning Corp | 7,719 | $291K | 0.0% | N/A | 0.352% | |
| 10/21/2024 | Calton & Associates Inc. | 10,734 | $404K | 0.2% | N/A | 0.490% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 15,580 | $579K | 0.0% | -6.7% | 0.711% | |
| 7/26/2024 | Walkner Condon Financial Advisors LLC | 14,335 | $533K | 0.1% | +7.0% | 0.655% | |
| 7/25/2024 | Capital Advisors Ltd. LLC | 20,329 | $756K | 0.1% | -2.4% | 0.928% | |
| 7/12/2024 | Bond & Devick Financial Network Inc. | 5,428 | $202K | 0.1% | N/A | 0.248% | |
| 7/10/2024 | Compass Financial Group INC SD | 21,086 | $784K | 0.2% | +10.1% | 0.963% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 16,690 | $574K | 0.0% | -3.6% | 0.762% | |
| 4/18/2024 | Capital Advisors Ltd. LLC | 20,829 | $716K | 0.1% | +11.8% | 0.951% | |
| 4/10/2024 | Compass Financial Group INC SD | 19,144 | $658K | 0.2% | +10.4% | 1.035% | |
| 1/24/2024 | Walkner Condon Financial Advisors LLC | 13,395 | $410K | 0.1% | +76.1% | 0.724% | |
| 1/23/2024 | DAVENPORT & Co LLC | 15,100 | $462K | 0.0% | +49.5% | 0.816% | |
| 1/8/2024 | Compass Financial Group INC SD | 17,334 | $531K | 0.1% | +9.5% | 0.937% | |
| 11/9/2023 | Ritter Daniher Financial Advisory LLC DE | 11,783 | $318K | 0.1% | -19.4% | 0.637% | |
| 10/27/2023 | Capital Advisors Ltd. LLC | 18,629 | $503K | 0.1% | +8.5% | 1.007% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 16,659 | $450K | 0.0% | +4.7% | 0.900% | |
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| 10/20/2023 | Walkner Condon Financial Advisors LLC | 7,605 | $206K | 0.1% | N/A | 0.411% | |
| 10/17/2023 | DAVENPORT & Co LLC | 10,100 | $273K | 0.0% | +34.7% | 0.546% | |
| 7/26/2023 | Capital Advisors Ltd. LLC | 17,169 | $474K | 0.1% | +13.6% | 0.954% | |
| 7/20/2023 | DAVENPORT & Co LLC | 7,500 | $207K | 0.0% | N/A | 0.417% | |
| 7/17/2023 | Mendel Capital Management LLC | 8,798 | $243K | 0.2% | -23.4% | 0.489% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 11,773 | $325K | 0.0% | N/A | 0.654% | |
| 7/11/2023 | Compass Financial Group INC SD | 14,402 | $398K | 0.1% | +6.3% | 0.800% | |
| 5/11/2023 | Ritter Daniher Financial Advisory LLC DE | 14,705 | $354K | 0.2% | -20.4% | 0.840% | |
| 5/3/2023 | Capital Advisors Ltd. LLC | 15,119 | $364K | 0.1% | +11.0% | 0.864% | |
| 4/4/2023 | Compass Financial Group INC SD | 13,552 | $326K | 0.1% | +14.6% | 0.807% | |
| 2/13/2023 | Northeast Financial Consultants Inc | 24,200 | $498K | 0.0% | N/A | 1.440% | |
| 2/10/2023 | Ritter Daniher Financial Advisory LLC DE | 18,480 | $380K | 0.2% | -20.1% | 1.100% | |
| 2/7/2023 | Capital Advisors Ltd. LLC | 13,619 | $280K | 0.0% | +11.6% | 0.811% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 15,909 | $327K | 0.0% | -16.4% | 0.947% | |
| 2/7/2023 | Compass Financial Group INC SD | 11,826 | $243K | 0.1% | N/A | 0.704% | |
| 2/6/2023 | Bogart Wealth LLC | 2,000 | $41K | 0.0% | N/A | 0.119% | |
| 1/23/2023 | Mendel Capital Management LLC | 11,717 | $241K | 0.3% | -41.9% | 0.697% | |
| 11/9/2022 | Ritter Daniher Financial Advisory LLC DE | 23,123 | $483K | 0.3% | +10.4% | 1.352% | |
| 11/3/2022 | Fortress Wealth Management Inc. | 38,449 | $804K | 0.8% | -76.1% | 2.248% | |
| 10/25/2022 | Mendel Capital Management LLC | 20,166 | $421K | 0.5% | -2.8% | 1.186% | |
| 8/11/2022 | Ritter Daniher Financial Advisory LLC DE | 20,950 | $453K | 0.3% | N/A | 1.177% | |
| 8/5/2022 | Capital Advisors Ltd. LLC | 12,200 | $264K | 0.0% | +406.2% | 0.685% | |
| 8/1/2022 | EverSource Wealth Advisors LLC | 1,576 | $34K | 0.0% | -28.9% | 0.089% | |
| 7/27/2022 | Fortress Wealth Management Inc. | 160,768 | $3.48M | 3.3% | N/A | 9.032% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 33,590 | $726K | 0.0% | -17.2% | 1.930% | |
| 5/25/2022 | EverSource Wealth Advisors LLC | 2,217 | $65K | 0.0% | +30.4% | 0.134% | |
| 5/12/2022 | Ritter Daniher Financial Advisory LLC | 9,819 | $286K | 0.2% | +787.8% | 0.601% | |
| 5/11/2022 | Broadleaf Partners LLC | 100,407 | $2.92M | 1.0% | +0.6% | 6.141% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 40,547 | $1.18M | 0.0% | +17.2% | 2.480% | |
| 5/2/2022 | Integrated Advisors Network LLC | 11,443 | $333K | 0.0% | -17.0% | 0.700% | |
| 4/22/2022 | Truist Financial Corp | 26,445 | $770K | 0.0% | +14.5% | 1.551% | |
| 2/17/2022 | EverSource Wealth Advisors LLC | 1,700 | $57K | 0.0% | N/A | 0.108% | |
| 2/16/2022 | Mendel Capital Management LLC | 20,754 | $693K | 0.6% | N/A | 1.322% | |
| 2/9/2022 | Broadleaf Partners LLC | 99,806 | $3.34M | 1.0% | +44.0% | 6.357% | |
| 2/7/2022 | EverSource Wealth Advisors LLC | 1,700 | $57K | 0.0% | N/A | 0.110% | |
| 1/31/2022 | Commonwealth Equity Services LLC | 34,602 | $1.16M | 0.0% | +25.6% | 2.269% | |
| 11/9/2021 | Broadleaf Partners LLC | 69,317 | $2.24M | 0.7% | +7.8% | 4.916% | |
| 11/5/2021 | Ritter Daniher Financial Advisory LLC | 1,106 | $36K | 0.0% | +46.3% | 0.079% | |
| 11/1/2021 | Ascent Wealth Partners LLC | 5,349 | $594K | 0.1% | N/A | 0.388% | |
| 10/29/2021 | Commonwealth Equity Services LLC | 27,552 | $889K | 0.0% | +3.0% | 1.997% | |
| 8/16/2021 | Royal Bank of Canada | 21,705 | $706K | 0.0% | +74.1% | 1.657% | |
| 8/11/2021 | Commonwealth Equity Services LLC | 26,751 | $870K | 0.0% | +32.1% | 2.042% | |
| 8/6/2021 | Asset Management Corp IL ADV | 6,650 | $216K | 0.1% | -31.1% | 0.508% | |
| 8/4/2021 | Ritter Daniher Financial Advisory LLC | 756 | $25K | 0.0% | N/A | 0.058% | |
| 7/31/2021 | Beach Investment Counsel Inc. PA | 15,418 | $1.73M | 0.2% | N/A | 1.177% | |
| 5/17/2021 | Royal Bank of Canada | 12,467 | $365K | 0.0% | +49.0% | 1.035% | |
| 5/13/2021 | Capital Advisors Ltd. LLC | 2,410 | $71K | 0.0% | +569.4% | 0.202% | |
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