| 2/17/2025 | Visionary Wealth Advisors | 15,041 | $771K | 0.0% | N/A | 0.102% | |
| 2/17/2025 | Citadel Advisors LLC | 14,001 | $718K | 0.0% | N/A | 0.095% | |
| 2/14/2025 | Jane Street Group LLC | 27,938 | $1.43M | 0.0% | N/A | 0.190% | |
| 2/14/2025 | Comerica Bank | 3,828 | $196K | 0.0% | N/A | 0.026% | |
| 2/14/2025 | Stifel Financial Corp | 9,649 | $495K | 0.0% | N/A | 0.066% | |
| 2/13/2025 | Kraft Davis & Associates LLC | 59,538 | $3.14M | 0.9% | N/A | 0.404% | |
| 2/13/2025 | Raymond James Financial Inc. | 143,069 | $7.34M | 0.0% | N/A | 0.972% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,635,723 | $83.86M | 0.0% | +31.3% | 11.112% | |
| 2/13/2025 | Wells Fargo & Company MN | 428,070 | $21.95M | 0.0% | +15.6% | 2.908% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 25,401 | $1.30M | 0.1% | +14.2% | 0.173% | |
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| 2/11/2025 | LPL Financial LLC | 157,980 | $8.10M | 0.0% | +36.6% | 1.073% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 26,812 | $1.38M | 0.0% | +75.0% | 0.182% | |
| 2/6/2025 | Raymond James Financial Inc. | 143,069 | $7.34M | 0.0% | N/A | 0.972% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 11,548 | $592K | 0.0% | +192.1% | 0.078% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 6,704 | $343K | 0.0% | +28.9% | 0.046% | |
| 2/3/2025 | Sigma Planning Corp | 32,213 | $1.65M | 0.1% | -0.8% | 0.219% | |
| 2/3/2025 | Private Advisor Group LLC | 13,318 | $683K | 0.0% | N/A | 0.090% | |
| 1/31/2025 | Principal Financial Group Inc. | 9,428,714 | $482.91M | 0.3% | -2.0% | 64.054% | |
| 1/30/2025 | Principal Securities Inc. | 1,698,105 | $87.06M | 2.0% | +30.9% | 11.536% | |
| 1/27/2025 | Legacy CG LLC | 246,587 | $12.64M | 3.9% | +17.5% | 1.705% | |
| 1/27/2025 | Stratos Investment Management LLC | 3,982 | $204K | 0.0% | N/A | 0.028% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 1,940 | $99K | 0.0% | +187.4% | 0.013% | |
| 1/21/2025 | Avaii Wealth Management LLC | 4,307 | $221K | 0.1% | N/A | 0.030% | |
| 1/14/2025 | SeaCrest Wealth Management LLC | 4,118 | $211K | 0.0% | N/A | 0.029% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 57,604 | $2.99M | 0.0% | -0.4% | 0.405% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 22,252 | $1.15M | 0.1% | N/A | 0.172% | |
| 11/4/2024 | Sigma Planning Corp | 32,478 | $1.69M | 0.1% | +2.2% | 0.251% | |
| 10/31/2024 | Principal Financial Group Inc. | 9,617,320 | $499.49M | 0.3% | +0.4% | 74.208% | |
| 10/30/2024 | Legacy CG LLC | 209,795 | $10.90M | 3.6% | -37.1% | 1.624% | |
| 10/28/2024 | Principal Securities Inc. | 1,297,491 | $67.43M | 1.6% | +2.8% | 10.089% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 57,807 | $3.00M | 0.0% | -43.6% | 0.442% | |
| 10/22/2024 | International Assets Investment Management LLC | 13,941 | $690K | 0.0% | +47,972.4% | 0.107% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,218,936 | $58.67M | 0.0% | +485.4% | 10.091% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 10,208 | $491K | 0.0% | +88.5% | 0.084% | |
| 7/29/2024 | Principal Financial Group Inc. | 9,579,951 | $461.42M | 0.3% | +0.4% | 78.782% | |
| 7/24/2024 | &PARTNERS | 15,149 | $729K | 0.0% | N/A | 0.125% | |
| 7/22/2024 | Legacy CG LLC | 333,568 | $16.06M | 5.5% | N/A | 2.748% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 102,519 | $4.93M | 0.0% | +0.8% | 0.846% | |
| 4/29/2024 | Principal Financial Group Inc. | 9,537,282 | $472.54M | 0.3% | +3.6% | 89.133% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 101,741 | $5.04M | 0.0% | +6.0% | 0.958% | |
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| 2/7/2024 | Principal Financial Group Inc. | 9,201,742 | $422.73M | 0.3% | +47.1% | 91.106% | |
| 2/7/2024 | Principal Securities Inc. | 206,416 | $9.49M | 0.4% | N/A | 2.044% | |
| 1/24/2024 | International Assets Investment Management LLC | 1,333 | $61K | 0.0% | N/A | 0.013% | |
| 1/16/2024 | Raymond James & Associates | 7,506 | $345K | 0.0% | N/A | 0.075% | |
| 1/12/2024 | Mutual Advisors LLC | 37,112 | $1.71M | 0.1% | -16.1% | 0.370% | |
| 11/16/2023 | Belpointe Asset Management LLC | 14,377 | $588K | 0.1% | N/A | 0.182% | |
| 11/14/2023 | Mutual Advisors LLC | 44,252 | $1.81M | 0.1% | N/A | 0.560% | |
| 11/2/2023 | Principal Financial Group Inc. | 6,254,337 | $252.09M | 0.2% | +62.3% | 79.169% | |
| 7/31/2023 | LPL Financial LLC | 44,669 | $1.89M | 0.0% | -4.2% | 0.921% | |
| 5/9/2023 | Principal Financial Group Inc. | 3,853,989 | $151.23M | 0.1% | -25.2% | 80.291% | |
| 4/11/2023 | Mutual Advisors LLC | 44,442 | $1.78M | 0.1% | N/A | 0.926% | |
| 2/9/2023 | Principal Financial Group Inc. | 5,151,630 | $197.89M | 0.1% | +0.0% | 110.788% | |
| 2/7/2023 | LPL Financial LLC | 41,364 | $1.62M | 0.0% | +40.9% | 0.890% | |
| 11/3/2022 | Mutual Advisors LLC | 21,958 | $808K | 0.0% | +145.1% | 0.369% | |
| 10/19/2022 | Empirical Asset Management LLC | 7,617 | $280K | 0.3% | N/A | 0.129% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 7,036 | $259K | 0.0% | -8.0% | 0.119% | |
| 8/15/2022 | Mutual Advisors LLC | 8,959 | $341K | 0.0% | N/A | 0.055% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 7,646 | $291K | 0.0% | +7.6% | 0.047% | |
| 5/9/2022 | Principal Financial Group Inc. | 15,550,965 | $687.21M | 0.4% | -38.0% | 89.117% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 11,415 | $507K | 0.0% | +114.5% | 0.065% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 9,578 | $425K | 0.0% | +93.5% | 0.055% | |
| 2/9/2022 | Principal Financial Group Inc. | 25,063,617 | $1.18B | 0.7% | +4,225.6% | 142.813% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 4,951 | $235K | 0.0% | N/A | 0.028% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 4,505 | $214K | 0.0% | N/A | 0.026% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 5,322 | $252K | 0.0% | +258.9% | 0.030% | |
| 1/31/2022 | Commonwealth Equity Services LLC | 32,250 | $1.53M | 0.0% | -2.1% | 0.185% | |
| 11/9/2021 | Principal Financial Group Inc. | 579,419 | $22.26M | 0.0% | +80.1% | 1.684% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 1,483 | $67K | 0.0% | +1,312.4% | 0.004% | |
| 10/29/2021 | Commonwealth Equity Services LLC | 32,957 | $1.50M | 0.0% | +0.7% | 0.096% | |
| 8/24/2021 | Flow Traders U.S. LLC | 5,600 | $264K | 0.0% | N/A | 0.016% | |
| 8/13/2021 | LPL Financial LLC | 12,241 | $576K | 0.0% | +2.9% | 0.035% | |
| 8/11/2021 | Commonwealth Equity Services LLC | 32,725 | $1.54M | 0.0% | N/A | 0.094% | |
| 8/11/2021 | Susquehanna International Group LLP | 37,560 | $1.76M | 0.0% | N/A | 0.108% | |
| 8/10/2021 | Principal Financial Group Inc. | 321,644 | $15.09M | 0.0% | +17.9% | 0.924% | |
| 5/24/2021 | Principal Financial Group Inc. | 272,708 | $12.03M | 0.0% | -83.2% | 0.796% | |
| 5/18/2021 | Morgan Stanley | 81,136 | $3.58M | 0.0% | -11.0% | 0.237% | |
| 5/17/2021 | Ameriprise Financial Inc. | 8,116 | $358K | 0.0% | N/A | 0.024% | |
| 5/12/2021 | UBS Group AG | 1,395 | $62K | 0.0% | N/A | 0.004% | |
| 5/10/2021 | Principal Financial Group Inc. | 272,708 | $12.03M | 0.0% | -83.2% | 0.828% | |
| 2/23/2021 | Principal Financial Group Inc. | 1,624,366 | $59.06M | 0.0% | +725.0% | 6.459% | |
| 2/12/2021 | LPL Financial LLC | 12,022 | $437K | 0.0% | +7.3% | 0.048% | |
| 2/8/2021 | Principal Financial Group Inc. | 1,624,366 | $59.06M | 0.0% | +725.0% | 6.472% | |
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