| 7/15/2025 | Evanson Asset Management LLC | 11,967 | $744K | 0.0% | +85.9% | 0.712% | |
| 7/14/2025 | Park Avenue Securities LLC | 67,409 | $4.19M | 0.0% | +15.5% | 4.012% | |
| 7/11/2025 | Colorado Capital Management Inc. | 8,096 | $504K | 0.2% | +5.1% | 0.482% | |
| 7/11/2025 | Farther Finance Advisors LLC | 17,495 | $1.09M | 0.0% | +100.0% | 1.041% | |
| 7/9/2025 | Breakwater Capital Group | 4,556 | $283K | 0.0% | N/A | 0.271% | |
| 7/3/2025 | Lam Group Inc. | 5,645 | $351K | 0.2% | +5.5% | 0.336% | |
| 5/19/2025 | Jane Street Group LLC | 82,915 | $4.50M | 0.0% | +230.7% | 5.315% | |
| 5/14/2025 | Freedom Investment Management Inc. | 269,544 | $14.64M | 1.2% | -0.2% | 17.278% | |
| 5/13/2025 | American Century Companies Inc. | 93,168 | $5.06M | 0.0% | +6.8% | 5.972% | |
| 5/13/2025 | Ariadne Wealth Management LP | 51,905 | $3.00M | 1.6% | +1.8% | 3.327% | |
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| 5/9/2025 | Haven Private LLC | 4,184 | $227K | 0.1% | -45.6% | 0.268% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 5,070 | $275K | 0.1% | +38.2% | 0.325% | |
| 5/6/2025 | Kelman Lazarov Inc. | 42,945 | $2.33M | 0.4% | +39.9% | 2.753% | |
| 5/1/2025 | CWM LLC | 98,420 | $5.34M | 0.0% | N/A | 6.650% | |
| 4/30/2025 | Allworth Financial LP | 522 | $29K | 0.0% | +56.3% | 0.035% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 119,489 | $6.49M | 0.0% | +128.3% | 8.074% | |
| 4/29/2025 | Cloud Capital Management LLC | 12,574 | $682K | 0.5% | N/A | 0.850% | |
| 4/22/2025 | Integrity Wealth Solutions LLC | 3,798 | $206K | 0.1% | N/A | 0.257% | |
| 4/18/2025 | Colorado Capital Management Inc. | 7,703 | $418K | 0.2% | +15.7% | 0.520% | |
| 4/16/2025 | Lam Group Inc. | 5,350 | $291K | 0.2% | -7.8% | 0.361% | |
| 4/15/2025 | Simplicity Wealth LLC | 77,430 | $4.20M | 0.3% | N/A | 5.232% | |
| 4/14/2025 | Farther Finance Advisors LLC | 8,749 | $476K | 0.0% | +23.2% | 0.591% | |
| 4/14/2025 | Park Avenue Securities LLC | 58,372 | $3.17M | 0.0% | N/A | 3.944% | |
| 2/17/2025 | Lionshead Wealth Management LLC | 6,610 | $343K | 0.2% | N/A | 2.066% | |
| 2/17/2025 | Cardiff Park Advisors LLC | 7,044 | $365K | 0.0% | -7.2% | 2.201% | |
| 2/17/2025 | Citadel Advisors LLC | 76,766 | $3.98M | 0.0% | N/A | 23.989% | |
| 2/14/2025 | Jane Street Group LLC | 25,076 | $1.30M | 0.0% | +5.9% | 7.836% | |
| 2/14/2025 | MML Investors Services LLC | 31,685 | $1.64M | 0.0% | +2.6% | 9.902% | |
| 2/14/2025 | Freedom Investment Management Inc. | 269,967 | $13.99M | 1.2% | -7.1% | 84.365% | |
| 2/13/2025 | Kelman Lazarov Inc. | 30,700 | $1.59M | 0.3% | +47.9% | 9.594% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 52,329 | $2.71M | 0.0% | -1.2% | 16.353% | |
| 2/12/2025 | Hardin Capital Partners LLC | 10,000 | $518K | 0.3% | +11.2% | 3.125% | |
| 2/12/2025 | Ariadne Wealth Management LP | 50,970 | $2.75M | 1.3% | +18.9% | 15.928% | |
| 2/11/2025 | American Century Companies Inc. | 87,226 | $4.52M | 0.0% | +8.1% | 27.258% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 5,586 | $290K | 0.0% | +10.5% | 1.746% | |
| 2/10/2025 | Farther Finance Advisors LLC | 7,102 | $368K | 0.0% | +36.6% | 2.219% | |
| 2/7/2025 | Haven Private LLC | 7,689 | $399K | 0.2% | N/A | 2.403% | |
| 2/3/2025 | Werba Rubin Papier Wealth Management | 10,731 | $556K | 0.1% | +4.0% | 3.353% | |
| 1/17/2025 | Endeavor Private Wealth Inc. | 3,668 | $190K | 0.2% | N/A | 1.146% | |
| 1/16/2025 | Lam Group Inc. | 5,800 | $301K | 0.2% | -64.5% | 1.813% | |
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| 1/16/2025 | Colorado Capital Management Inc. | 6,658 | $345K | 0.2% | N/A | 2.081% | |
| 1/16/2025 | Evanson Asset Management LLC | 6,437 | $334K | 0.0% | +11.9% | 2.012% | |
| 11/15/2024 | MML Investors Services LLC | 30,872 | $1.74M | 0.0% | +23.2% | 9.648% | |
| 11/15/2024 | Jane Street Group LLC | 23,676 | $1.34M | 0.0% | +19.2% | 7.399% | |
| 11/13/2024 | Freedom Investment Management Inc. | 290,579 | $16.38M | 1.3% | N/A | 90.806% | |
| 10/29/2024 | Farther Finance Advisors LLC | 5,199 | $293K | 0.0% | +16.4% | 1.625% | |
| 10/19/2024 | Hardin Capital Partners LLC | 8,991 | $507K | 0.3% | +35.1% | 2.810% | |
| 10/19/2024 | Werba Rubin Papier Wealth Management | 10,315 | $581K | 0.1% | N/A | 3.223% | |
| 10/18/2024 | Lam Group Inc. | 16,320 | $920K | 0.7% | +167.1% | 5.100% | |
| 8/26/2024 | Ariadne Wealth Management LP | 37,456 | $1.94M | 1.0% | N/A | 11.705% | |
| 8/8/2024 | Hardin Capital Partners LLC | 6,653 | $345K | 0.2% | N/A | 2.079% | |
| 8/8/2024 | American Century Companies Inc. | 72,392 | $3.75M | 0.0% | +10.6% | 22.623% | |
| 7/31/2024 | Farther Finance Advisors LLC | 4,467 | $231K | 0.0% | +614.7% | 1.396% | |
| 7/10/2024 | Atwood & Palmer Inc. | 1,706 | $88K | 0.0% | N/A | 0.533% | |
| 4/16/2024 | Dixon Fnancial Services Inc. | 14,540 | $773K | 0.4% | N/A | 4.544% | |
| 4/13/2024 | Evanson Asset Management LLC | 5,661 | $301K | 0.0% | N/A | 1.769% | |
| 4/5/2024 | Lam Group Inc. | 7,460 | $397K | 0.3% | +205.1% | 0.000% | |
| 1/30/2024 | Lam Group Inc. | 2,445 | $127K | 0.1% | +215.5% | 0.000% | |
| 1/29/2024 | AlphaQ Advisors LLC | 21,818 | $1.13M | 0.8% | +347.6% | 0.000% | |
| 1/29/2024 | Morton Brown Family Wealth LLC | 480 | $25K | 0.0% | N/A | 0.000% | |
| 11/8/2023 | Plancorp LLC | 4,700 | $221K | 0.0% | N/A | 0.000% | |
| 10/27/2023 | AlphaQ Advisors LLC | 4,874 | $229K | 0.2% | N/A | 0.000% | |
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