| 8/18/2025 | Geneos Wealth Management Inc. | 8,000 | $332K | 0.0% | +100.0% | 0.077% | |
| 8/15/2025 | Captrust Financial Advisors | 29,170 | $1.21M | 0.0% | +2.9% | 0.280% | |
| 8/15/2025 | Modern Wealth Management LLC | 9,041 | $375K | 0.0% | -5.8% | 0.087% | |
| 8/15/2025 | Benjamin Edwards Inc. | 39,022 | $1.62M | 0.0% | +1.1% | 0.374% | |
| 8/15/2025 | Bank of America Corp DE | 116,060 | $4.81M | 0.0% | +6.0% | 1.113% | |
| 8/14/2025 | MGB Wealth Management LLC | 10,449 | $433K | 0.1% | +57.9% | 0.100% | |
| 8/14/2025 | Jane Street Group LLC | 10,220 | $424K | 0.0% | -33.4% | 0.098% | |
| 8/14/2025 | Raymond James Financial Inc. | 195,670 | $8.11M | 0.0% | +12.8% | 1.876% | |
| 8/14/2025 | Heritage Wealth Management Inc. | 24,320 | $1.01M | 0.3% | +13.5% | 0.233% | |
| 8/13/2025 | Baird Financial Group Inc. | 167,983 | $6.96M | 0.0% | +1.3% | 1.611% | |
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| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 325,484 | $13.49M | 0.0% | +7.3% | 3.121% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 57,129 | $2.37M | 0.0% | +2.6% | 0.548% | |
| 8/8/2025 | Cetera Investment Advisers | 621,542 | $25.76M | 0.0% | +794.8% | 5.959% | |
| 8/4/2025 | Atria Investments Inc | 51,446 | $2.13M | 0.0% | +184.7% | 0.493% | |
| 7/30/2025 | D.A. Davidson & CO. | 30,961 | $1.28M | 0.0% | -7.1% | 0.297% | |
| 7/22/2025 | DAVENPORT & Co LLC | 86,055 | $3.57M | 0.0% | +143.4% | 0.825% | |
| 7/22/2025 | Diligent Investors LLC | 5,620 | $233K | 0.1% | -31.6% | 0.054% | |
| 7/18/2025 | Truist Financial Corp | 13,882 | $575K | 0.0% | -3.1% | 0.133% | |
| 7/14/2025 | Wealth Advisory Solutions LLC | 5,131 | $213K | 0.1% | N/A | 0.049% | |
| 7/9/2025 | Fjell Capital LLC | 245,413 | $10.17M | 9.4% | -4.0% | 2.353% | |
| 6/2/2025 | Integrity Wealth Advisors Inc. | 59,141 | $2.23M | 1.6% | -6.0% | 0.569% | |
| 6/2/2025 | Modern Wealth Management LLC | 9,600 | $362K | 0.0% | -32.3% | 0.092% | |
| 5/19/2025 | Jane Street Group LLC | 15,356 | $579K | 0.0% | N/A | 0.148% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 19,203 | $724K | 0.0% | +127.7% | 0.190% | |
| 5/15/2025 | Royal Bank of Canada | 414,760 | $15.63M | 0.0% | -11.5% | 4.094% | |
| 5/15/2025 | Baird Financial Group Inc. | 165,875 | $6.25M | 0.0% | +502.4% | 1.637% | |
| 5/14/2025 | Southeast Asset Advisors LLC | 42,230 | $1.59M | 0.2% | -1.1% | 0.417% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 303,250 | $11.43M | 0.0% | +371.1% | 2.994% | |
| 5/13/2025 | Raymond James Financial Inc. | 173,471 | $6.54M | 0.0% | +54.6% | 1.712% | |
| 5/12/2025 | Benjamin Edwards Inc. | 38,607 | $1.46M | 0.0% | +14.4% | 0.381% | |
| 5/12/2025 | Davis Selected Advisers | 1,916,287 | $72.23M | 0.4% | -0.1% | 18.917% | |
| 5/7/2025 | LPL Financial LLC | 158,053 | $5.96M | 0.0% | +4.0% | 1.560% | |
| 5/6/2025 | Cetera Investment Advisers | 69,459 | $2.62M | 0.0% | +66.3% | 0.686% | |
| 5/5/2025 | OneAscent Financial Services LLC | 18,069 | $681K | 0.0% | N/A | 0.178% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 48,633 | $1.83M | 0.0% | -6.3% | 0.480% | |
| 4/28/2025 | D.A. Davidson & CO. | 33,341 | $1.26M | 0.0% | -3.3% | 0.329% | |
| 4/28/2025 | DAVENPORT & Co LLC | 35,360 | $1.33M | 0.0% | -24.6% | 0.349% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,126 | $42K | 0.0% | -52.4% | 0.012% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,419 | $317K | 0.0% | +4.7% | 0.087% | |
| 4/22/2025 | Advisor Resource Council | 7,520 | $283K | 0.0% | N/A | 0.078% | |
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| 4/21/2025 | Silver Oak Securities Incorporated | 116,819 | $4.40M | 0.4% | +654.4% | 1.213% | |
| 4/11/2025 | Fjell Capital LLC | 255,538 | $9.63M | 9.8% | -2.3% | 2.654% | |
| 4/10/2025 | Diligent Investors LLC | 8,220 | $310K | 0.1% | -6.8% | 0.085% | |
| 2/17/2025 | Royal Bank of Canada | 468,597 | $17.02M | 0.0% | -0.3% | 5.066% | |
| 2/17/2025 | Diligent Investors LLC | 8,820 | $320K | 0.1% | -3.3% | 0.095% | |
| 2/17/2025 | Cetera Investment Advisers | 41,777 | $1.52M | 0.0% | +29.2% | 0.452% | |
| 2/17/2025 | Captrust Financial Advisors | 36,007 | $1.31M | 0.0% | -8.1% | 0.389% | |
| 2/17/2025 | Baird Financial Group Inc. | 27,535 | $1M | 0.0% | N/A | 0.298% | |
| 2/17/2025 | Bank of America Corp DE | 76,667 | $2.78M | 0.0% | +26.5% | 0.829% | |
| 2/17/2025 | Benjamin Edwards Inc. | 33,745 | $1.23M | 0.0% | +2.8% | 0.365% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 8,434 | $306K | 0.0% | N/A | 0.091% | |
| 2/14/2025 | Stifel Financial Corp | 251,543 | $9.13M | 0.0% | +2.6% | 2.719% | |
| 2/13/2025 | Integrity Wealth Advisors Inc. | 62,896 | $2.28M | 1.7% | N/A | 0.680% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 56,996 | $2.07M | 0.0% | +0.5% | 0.616% | |
| 2/13/2025 | Raymond James Financial Inc. | 112,183 | $4.07M | 0.0% | N/A | 1.213% | |
| 2/13/2025 | Southeast Asset Advisors LLC | 42,680 | $1.55M | 0.2% | -54.6% | 0.461% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 51,901 | $1.89M | 0.0% | +1.6% | 0.561% | |
| 2/11/2025 | Modern Wealth Management LLC | 14,180 | $545K | 0.0% | N/A | 0.153% | |
| 2/11/2025 | LPL Financial LLC | 151,916 | $5.52M | 0.0% | +13.0% | 1.642% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 116,766 | $4.24M | 0.0% | +22.2% | 1.262% | |
| 2/7/2025 | Davis Selected Advisers | 1,917,980 | $69.64M | 0.4% | +0.1% | 20.735% | |
| 2/6/2025 | Raymond James Financial Inc. | 112,183 | $4.07M | 0.0% | N/A | 1.213% | |
| 2/5/2025 | Heritage Wealth Management Inc. | 21,420 | $778K | 0.3% | +4.1% | 0.232% | |
| 2/5/2025 | Fjell Capital LLC | 261,602 | $9.50M | 9.8% | N/A | 2.828% | |
| 2/3/2025 | Private Advisor Group LLC | 12,681 | $460K | 0.0% | +7.8% | 0.137% | |
| 1/31/2025 | D.A. Davidson & CO. | 34,489 | $1.25M | 0.0% | +2.5% | 0.373% | |
| 1/31/2025 | Truist Financial Corp | 15,355 | $558K | 0.0% | -5.0% | 0.166% | |
| 1/29/2025 | MGB Wealth Management LLC | 6,438 | $234K | 0.1% | N/A | 0.070% | |
| 1/24/2025 | DAVENPORT & Co LLC | 46,870 | $1.70M | 0.0% | -4.9% | 0.507% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 5,700 | $207K | 0.0% | N/A | 0.062% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,559 | $59K | 0.0% | +139.5% | 0.017% | |
| 11/15/2024 | Jane Street Group LLC | 33,749 | $1.28M | 0.0% | -16.6% | 0.365% | |
| 11/15/2024 | Stifel Financial Corp | 245,268 | $9.30M | 0.0% | +3.5% | 2.652% | |
| 11/15/2024 | Benjamin Edwards Inc. | 32,815 | $1.24M | 0.0% | N/A | 0.355% | |
| 11/14/2024 | Captrust Financial Advisors | 39,176 | $1.49M | 0.0% | -2.4% | 0.424% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 56,714 | $2.15M | 0.0% | -0.6% | 0.613% | |
| 11/13/2024 | D.A. Davidson & CO. | 33,640 | $1.28M | 0.0% | -6.3% | 0.364% | |
| 11/8/2024 | First Horizon Advisors Inc. | 3,397 | $129K | 0.0% | N/A | 0.037% | |
| 11/1/2024 | Heritage Wealth Management Inc. | 20,570 | $780K | 0.3% | +4.6% | 0.222% | |
| 10/29/2024 | Confluence Wealth Services Inc. | 6,154 | $233K | 0.0% | -54.1% | 0.067% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 2,509 | $95K | 0.0% | -42.7% | 0.027% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 15,484 | $590K | 0.1% | N/A | 0.167% | |
| 10/22/2024 | Private Advisor Group LLC | 11,766 | $446K | 0.0% | -20.3% | 0.127% | |
| 9/9/2024 | Heritage Wealth Management Inc. | 19,670 | $667K | 0.2% | N/A | 0.213% | |
| 8/22/2024 | Cetera Investment Advisers | 34,204 | $1.14M | 0.0% | +19.5% | 0.370% | |
| 8/21/2024 | Truist Financial Corp | 15,847 | $528K | 0.0% | -14.1% | 0.171% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 58,663 | $1.96M | 0.0% | -0.7% | 0.634% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 51,022 | $1.70M | 0.0% | -10.8% | 0.552% | |
| 8/5/2024 | Private Advisor Group LLC | 14,766 | $492K | 0.0% | -9.9% | 0.160% | |
| 7/31/2024 | Confluence Wealth Services Inc. | 13,420 | $448K | 0.0% | +76.6% | 0.145% | |
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| 7/23/2024 | Macroview Investment Management LLC | 1,915 | $64K | 0.1% | N/A | 0.021% | |
| 7/19/2024 | Raymond James & Associates | 53,584 | $1.79M | 0.0% | +4.0% | 0.579% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 96,038 | $3.12M | 0.0% | +5.9% | 1.055% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 32,170 | $1.05M | 0.0% | +5.0% | 0.354% | |
| 4/23/2024 | Lunt Capital Management Inc. | 37,718 | $1.23M | 0.6% | -37.0% | 0.414% | |
| 4/23/2024 | Wealth Advisory Solutions LLC | 7,169 | $233K | 0.1% | N/A | 0.079% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 56,190 | $1.83M | 0.0% | -1.2% | 0.617% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 7,598 | $247K | 0.0% | N/A | 0.083% | |
| 2/12/2024 | Stifel Financial Corp | 224,542 | $6.65M | 0.0% | +15.9% | 2.427% | |
| 2/9/2024 | D.A. Davidson & CO. | 41,440 | $1.23M | 0.0% | -6.1% | 0.448% | |
