| 2/17/2025 | Vermillion & White Wealth Management Group LLC | 12,169 | $2.01M | 1.5% | -0.7% | 0.266% | |
| 2/17/2025 | Ameriprise Financial Inc. | 9,985 | $1.65M | 0.0% | -42.7% | 0.218% | |
| 2/12/2025 | JPMorgan Chase & Co. | 4,355 | $719K | 0.0% | +34.6% | 0.095% | |
| 2/10/2025 | Horizon Investments LLC | 41,404 | $6.84M | 0.2% | -2.4% | 0.904% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 3,594 | $594K | 0.0% | -1.6% | 0.078% | |
| 2/10/2025 | Farther Finance Advisors LLC | 20,797 | $3.44M | 0.1% | +13.6% | 0.454% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,050 | $174K | 0.0% | +64.1% | 0.023% | |
| 2/4/2025 | Roffman Miller Associates Inc. PA | 12,091 | $2.00M | 0.1% | -3.0% | 0.264% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 250 | $41K | 0.0% | N/A | 0.005% | |
| 1/17/2025 | Avior Wealth Management LLC | 405 | $67K | 0.0% | N/A | 0.009% | |
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| 1/13/2025 | AdvisorNet Financial Inc | 918 | $152K | 0.0% | -53.6% | 0.020% | |
| 1/6/2025 | Iowa State Bank | 3,074 | $508K | 0.1% | -28.1% | 0.067% | |
| 11/13/2024 | Private Trust Co. NA | 1,122 | $190K | 0.0% | +14.5% | 0.024% | |
| 10/29/2024 | Farther Finance Advisors LLC | 18,301 | $3.10M | 0.1% | +7,048.8% | 0.400% | |
| 10/25/2024 | Strategic Blueprint LLC | 5,243 | $887K | 0.1% | -2.9% | 0.114% | |
| 10/9/2024 | Iowa State Bank | 4,275 | $723K | 0.1% | -1.5% | 0.093% | |
| 8/7/2024 | Wedbush Securities Inc. | 4,051 | $618K | 0.0% | -41.9% | 0.088% | |
| 7/30/2024 | Moloney Securities Asset Management LLC | 1,660 | $253K | 0.0% | -5.1% | 0.036% | |
| 7/27/2024 | Strategic Blueprint LLC | 5,399 | $824K | 0.1% | -8.3% | 0.118% | |
| 7/23/2024 | Iowa State Bank | 4,338 | $662K | 0.1% | -14.0% | 0.095% | |
| 5/8/2024 | Roffman Miller Associates Inc. PA | 12,361 | $1.93M | 0.1% | -15.8% | 0.265% | |
| 4/23/2024 | Iowa State Bank | 5,042 | $785K | 0.2% | -8.8% | 0.110% | |
| 4/23/2024 | Strategic Blueprint LLC | 5,886 | $917K | 0.1% | -15.6% | 0.128% | |
| 4/12/2024 | AdvisorNet Financial Inc | 1,976 | $308K | 0.0% | -18.0% | 0.043% | |
| 2/20/2024 | Able Wealth Management LLC | 270 | $39K | 0.0% | N/A | 0.005% | |
| 2/14/2024 | Vermillion & White Wealth Management Group LLC | 12,842 | $1.86M | 1.8% | N/A | 0.221% | |
| 2/7/2024 | Strategic Advocates LLC | 1,855 | $269K | 0.1% | -36.8% | 0.032% | |
| 2/6/2024 | Legacy Financial Advisors Inc. | 2,038 | $296K | 0.1% | -30.4% | 0.035% | |
| 2/2/2024 | Roffman Miller Associates Inc. PA | 14,674 | $2.13M | 0.2% | +0.5% | 0.253% | |
| 1/25/2024 | Strategic Blueprint LLC | 6,976 | $1.01M | 0.1% | -7.7% | 0.120% | |
| 1/24/2024 | Private Trust Co. NA | 969 | $141K | 0.0% | -27.0% | 0.017% | |
| 1/23/2024 | TIAA Trust National Association | 1,604 | $233K | 0.0% | -35.7% | 0.028% | |
| 1/19/2024 | AdvisorNet Financial Inc | 2,410 | $349K | 0.0% | -97.7% | 0.041% | |
| 1/16/2024 | Ulland Investment Advisors LLC | 948 | $137K | 0.1% | -47.3% | 0.016% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 3,830 | $555K | 0.1% | -1.8% | 0.066% | |
| 11/4/2023 | NBC Securities Inc. | 408 | $54K | 0.0% | N/A | 0.007% | |
| 10/27/2023 | TIAA Trust National Association | 2,494 | $333K | 0.0% | N/A | 0.043% | |
| 10/24/2023 | Bank of New York Mellon Corp | 4,835 | $646K | 0.0% | -8.0% | 0.083% | |
| 10/24/2023 | Iowa State Bank | 5,501 | $735K | 0.2% | +11.4% | 0.095% | |
| 10/18/2023 | Strategic Blueprint LLC | 7,556 | $1.01M | 0.1% | -2.1% | 0.130% | |
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| 10/18/2023 | Private Trust Co. NA | 1,327 | $177K | 0.0% | +27.2% | 0.023% | |
| 10/12/2023 | AdvisorNet Financial Inc | 104,517 | $13.96M | 1.3% | +2.2% | 1.799% | |
| 8/7/2023 | Roffman Miller Associates Inc. PA | 14,532 | $2.04M | 0.2% | -12.2% | 0.250% | |
| 8/4/2023 | Iowa State Bank | 4,938 | $694K | 0.2% | +19.9% | 0.085% | |
| 7/28/2023 | Private Trust Co. NA | 1,043 | $147K | 0.0% | +46.7% | 0.018% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 4,123 | $580K | 0.1% | +4.0% | 0.083% | |
| 7/20/2023 | Ulland Investment Advisors LLC | 1,813 | $255K | 0.3% | +9.0% | 0.037% | |
| 7/14/2023 | AdvisorNet Financial Inc | 102,299 | $14.38M | 1.2% | +3.7% | 2.062% | |
| 5/12/2023 | Retirement Group LLC | 420 | $57K | 0.0% | -38.8% | 0.009% | |
| 5/9/2023 | Wedbush Securities Inc. | 7,145 | $977K | 0.0% | N/A | 0.146% | |
| 5/3/2023 | Legacy Financial Advisors Inc. | 3,433 | $470K | 0.1% | +5.7% | 0.070% | |
| 4/28/2023 | AdvisorNet Financial Inc | 98,648 | $13.50M | 1.2% | +1.8% | 2.017% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 1,525 | $209K | 0.0% | N/A | 0.031% | |
| 4/28/2023 | Strategic Blueprint LLC | 7,997 | $1.09M | 0.1% | -3.6% | 0.164% | |
| 4/25/2023 | Iowa State Bank | 4,118 | $563K | 0.1% | +22.6% | 0.084% | |
| 4/25/2023 | Creative Financial Designs Inc. ADV | 3,964 | $542K | 0.1% | -7.4% | 0.081% | |
| 4/17/2023 | Fifth Third Securities Inc. | 1,605 | $220K | 0.0% | N/A | 0.033% | |
| 4/12/2023 | Private Trust Co. NA | 711 | $97K | 0.0% | +47.2% | 0.015% | |
| 2/6/2023 | Legacy Financial Advisors Inc. | 3,248 | $441K | 0.1% | -3.6% | 0.068% | |
| 2/3/2023 | CX Institutional | 94,731 | $12.85M | 0.8% | +64.8% | 1.986% | |
| 2/1/2023 | Creative Financial Designs Inc. ADV | 4,280 | $581K | 0.1% | -46.1% | 0.090% | |
| 1/31/2023 | WFA of San Diego LLC | 564 | $76K | 0.1% | N/A | 0.012% | |
| 1/26/2023 | Strategic Blueprint LLC | 8,295 | $1.13M | 0.1% | -1.5% | 0.174% | |
| 1/24/2023 | Tillar Wenstrup Advisors LLC | 16,087 | $2.18M | 1.1% | +707.2% | 0.344% | |
| 1/20/2023 | Miracle Mile Advisors LLC | 54,762 | $7.43M | 0.3% | -1.5% | 1.173% | |
| 1/18/2023 | Private Trust Co. NA | 483 | $66K | 0.0% | +22.6% | 0.010% | |
| 1/17/2023 | Roffman Miller Associates Inc. PA | 16,496 | $2.24M | 0.2% | -0.7% | 0.353% | |
| 1/13/2023 | AdvisorNet Financial Inc | 96,912 | $13.14M | 1.3% | +2.3% | 2.075% | |
| 1/6/2023 | Iowa State Bank | 3,358 | $455K | 0.1% | +7.6% | 0.072% | |
| 11/15/2022 | Baker Avenue Asset Management LP | 1,700 | $210K | 0.0% | N/A | 0.038% | |
| 11/9/2022 | Harvest Investment Services LLC | 10,683 | $1.32M | 1.6% | -10.2% | 0.238% | |
| 11/8/2022 | Strategic Blueprint LLC | 8,420 | $1.04M | 0.1% | -1.9% | 0.188% | |
| 11/1/2022 | Strategic Asset Management LLC | 5,372 | $663K | 1.1% | +10.3% | 0.120% | |
| 11/1/2022 | Creative Financial Designs Inc. ADV | 7,946 | $980K | 0.2% | +1.2% | 0.177% | |
| 10/31/2022 | Baltimore Washington Financial Advisors Inc. | 104,419 | $14.61M | 1.2% | +11.8% | 2.331% | |
| 10/25/2022 | Tillar Wenstrup Advisors LLC | 1,993 | $246K | 0.1% | N/A | 0.044% | |
| 10/24/2022 | Miracle Mile Advisors LLC | 55,583 | $6.86M | 0.3% | +4.4% | 1.241% | |
| 10/19/2022 | Empirical Asset Management LLC | 8,261 | $1.02M | 1.1% | -18.9% | 0.185% | |
| 10/17/2022 | Private Trust Co. NA | 394 | $49K | 0.0% | N/A | 0.009% | |
| 10/14/2022 | Iowa State Bank | 3,122 | $385K | 0.1% | +3.8% | 0.070% | |
| 10/4/2022 | AdvisorNet Financial Inc | 94,731 | $11.69M | 1.2% | +3.2% | 2.203% | |
| 8/13/2022 | Flow Traders U.S. LLC | 7,525 | $985K | 0.1% | N/A | 0.175% | |
| 8/12/2022 | Almanack Investment Partners LLC. | 57,421 | $7.52M | 0.8% | N/A | 1.335% | |
| 8/12/2022 | Strategic Blueprint LLC | 8,584 | $1.12M | 0.1% | -2.3% | 0.200% | |
| 8/9/2022 | TIAA FSB | 2,568 | $336K | 0.0% | N/A | 0.060% | |
| 8/8/2022 | Roffman Miller Associates Inc. PA | 16,640 | $2.18M | 0.2% | +0.5% | 0.387% | |
| 8/5/2022 | Baltimore Washington Financial Advisors Inc. | 93,433 | $12.24M | 1.3% | +46.3% | 2.173% | |
| 8/4/2022 | True Link Financial Advisors LLC | 17,120 | $2.24M | 0.3% | -5.9% | 0.398% | |
| 8/3/2022 | Moloney Securities Asset Management LLC | 1,750 | $229K | 0.1% | -7.2% | 0.041% | |
| 8/1/2022 | Creative Financial Designs Inc. ADV | 7,854 | $1.03M | 0.2% | -12.9% | 0.183% | |
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| 7/29/2022 | Patriot Financial Group Insurance Agency LLC | 236 | $31K | 0.0% | +174.4% | 0.005% | |
| 7/28/2022 | WFA of San Diego LLC | 614 | $80K | 0.1% | N/A | 0.014% | |
| 7/19/2022 | Harvest Investment Services LLC | 11,897 | $1.56M | 1.2% | -1.4% | 0.277% | |
| 7/18/2022 | Empirical Asset Management LLC | 10,181 | $1.33M | 1.4% | -21.6% | 0.237% | |
| 7/15/2022 | Miracle Mile Advisors LLC | 53,231 | $6.97M | 0.3% | +12.0% | 1.227% | |
| 7/14/2022 | Strategic Asset Management LLC | 4,870 | $638K | 1.0% | +17.9% | 0.112% | |
| 7/7/2022 | AdvisorNet Financial Inc | 91,796 | $12.02M | 1.2% | +0.5% | 2.155% | |
| 5/24/2022 | Roffman Miller Associates Inc. PA | 16,563 | $2.38M | 0.2% | -2.8% | 0.337% | |
| 5/10/2022 | Moloney Securities Asset Management LLC | 1,885 | $271K | 0.1% | -5.0% | 0.039% | |
| 5/10/2022 | Raab & Moskowitz Asset Management LLC | 1,422 | $204K | 0.1% | -16.9% | 0.029% | |
