| 10/13/2026 | Compass Financial Group INC SD | 20,105 | $974K | 0.1% | -16.1% | 0.082% | |
| 9/18/2026 | Security National Bank of SO Dak | 13,138 | $627K | 0.3% | +16.9% | 0.061% | |
| 9/18/2026 | Security National Bank of Sioux City Iowa IA | 53,618 | $2.56M | 1.1% | +82.5% | 0.249% | |
| 5/19/2026 | Bank of America Corp DE | 26,884 | $1.09M | 0.0% | +9.3% | 0.126% | |
| 5/18/2026 | Royal Bank of Canada | 5,632 | $228K | 0.0% | -20.9% | 0.026% | |
| 5/5/2026 | Sigma Planning Corp | 20,638 | $836K | 0.0% | +9.1% | 0.097% | |
| 4/30/2026 | Kestra Advisory Services LLC | 28,887 | $1.17M | 0.0% | +36.4% | 0.136% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 21,665 | $877K | 0.1% | -2.2% | 0.102% | |
| 3/9/2026 | Corient Private Wealth LLC | 24,500 | $1.13M | 0.0% | -3.5% | 0.120% | |
| 2/25/2026 | MidFirst Bank | 64,418 | $2.96M | 0.2% | N/A | 0.315% | |
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| 2/19/2026 | Corient Private Wealth LLC | 24,500 | $1.13M | 0.0% | -3.5% | 0.120% | |
| 2/17/2026 | Price T Rowe Associates Inc. MD | 2,370,001 | $109.04M | 0.0% | +13.1% | 11.595% | |
| 2/17/2026 | Osaic Holdings Inc. | 11,547 | $531K | 0.0% | +9.7% | 0.056% | |
| 2/17/2026 | Royal Bank of Canada | 7,121 | $328K | 0.0% | -12.0% | 0.035% | |
| 2/13/2026 | Kestra Advisory Services LLC | 21,174 | $974K | 0.0% | +1.4% | 0.104% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 27,084 | $1.25M | 0.0% | +29.4% | 0.133% | |
| 2/12/2026 | Investor s Fiduciary Advisor Network LLC | 4,551 | $209K | 0.0% | N/A | 0.022% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 9,016 | $415K | 0.0% | -8.8% | 0.044% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 73,929 | $3.40M | 0.0% | +0.6% | 0.362% | |
| 2/9/2026 | Prospera Financial Services Inc | 5,647 | $260K | 0.0% | +13.8% | 0.028% | |
| 2/6/2026 | HighTower Advisors LLC | 18,140 | $835K | 0.0% | +18.3% | 0.089% | |
| 2/6/2026 | L.K. Benson & Company P.C. | 5,488 | $253K | 0.1% | N/A | 0.027% | |
| 1/30/2026 | Sigma Planning Corp | 18,915 | $870K | 0.0% | +3.2% | 0.094% | |
| 1/26/2026 | XY Planning Network Inc. | 7,428 | $342K | 0.1% | -23.3% | 0.037% | |
| 1/23/2026 | Farther Finance Advisors LLC | 937 | $43K | 0.0% | +78.5% | 0.005% | |
| 1/21/2026 | Walkner Condon Financial Advisors LLC | 8,285 | $381K | 0.1% | -13.8% | 0.042% | |
| 1/20/2026 | Westwood Wealth Management | 76,980 | $3.54M | 2.7% | N/A | 0.386% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 73,479 | $3.35M | 0.0% | +6.2% | 0.374% | |
| 11/17/2025 | Bank of America Corp DE | 25,894 | $1.18M | 0.0% | +13.5% | 0.132% | |
| 11/14/2025 | Two Sigma Investments LP | 5,133 | $234K | 0.0% | -66.5% | 0.026% | |
| 11/10/2025 | EverSource Wealth Advisors LLC | 1,462 | $67K | 0.0% | +82.5% | 0.007% | |
| 11/7/2025 | Calton & Associates Inc. | 4,722 | $215K | 0.0% | N/A | 0.024% | |
| 11/6/2025 | Prospera Financial Services Inc | 4,964 | $226K | 0.0% | N/A | 0.025% | |
| 11/4/2025 | Berman McAleer LLC | 25,875 | $1.18M | 0.2% | N/A | 0.132% | |
| 11/4/2025 | National Pension Service | 15,814,477 | $720.34M | 0.6% | +272.5% | 80.399% | |
| 11/3/2025 | Ritter Daniher Financial Advisory LLC DE | 50,141 | $2.28M | 0.4% | -3.6% | 0.255% | |
| 10/24/2025 | Equita Financial Network Inc. | 4,551 | $207K | 0.1% | N/A | 0.023% | |
| 10/23/2025 | Compass Financial Group INC SD | 22,939 | $1.05M | 0.2% | +1.7% | 0.117% | |
| 9/4/2025 | Osaic Holdings Inc. | 9,200 | $387K | 0.0% | -3.2% | 0.119% | |
| 8/25/2025 | BLVD Private Wealth LLC | 6,917 | $291K | 0.3% | N/A | 0.089% | |
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| 8/18/2025 | Geneos Wealth Management Inc. | 920 | $39K | 0.0% | +162.9% | 0.012% | |
| 8/15/2025 | Mendel Capital Management LLC | 6,747 | $284K | 0.2% | -16.2% | 0.087% | |
| 8/15/2025 | Bank of America Corp DE | 22,805 | $959K | 0.0% | +5.3% | 0.294% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 801 | $34K | 0.0% | N/A | 0.010% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 69,190 | $2.91M | 0.0% | N/A | 0.893% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 9,610 | $404K | 0.1% | -23.3% | 0.124% | |
| 8/5/2025 | Sigma Planning Corp | 17,394 | $731K | 0.0% | +26.1% | 0.225% | |
| 7/28/2025 | Harbour Investments Inc. | 1,384 | $58K | 0.0% | +592.0% | 0.018% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 22,151 | $931K | 0.1% | +4.2% | 0.286% | |
| 7/22/2025 | Compass Financial Group INC SD | 22,566 | $949K | 0.2% | +3.3% | 0.292% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 5,830 | $245K | 0.0% | N/A | 0.075% | |
| 7/17/2025 | XY Planning Network Inc. | 9,686 | $407K | 0.1% | N/A | 0.125% | |
| 7/11/2025 | Bond & Devick Financial Network Inc. | 5,428 | $228K | 0.1% | N/A | 0.070% | |
| 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% | |
| 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% | |
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| 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% | |
| 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% | |