| 12/26/2024 | JPMorgan Chase & Co. | 36,945 | $802K | 0.0% | +30.9% | 0.924% | |
| 8/13/2024 | Legacy Financial Advisors Inc. | 12,445 | $260K | 0.0% | N/A | 0.311% | |
| 8/1/2024 | Crestwood Advisors Group LLC | 12,700 | $266K | 0.0% | N/A | 0.318% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 349,866 | $7.32M | 0.0% | +2.9% | 8.747% | |
| 7/26/2024 | Bank of New York Mellon Corp | 347,479 | $7.27M | 0.0% | -8.2% | 8.687% | |
| 7/17/2024 | AdvisorNet Financial Inc | 19,356 | $405K | 0.0% | -3.3% | 0.484% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 21,350 | $451K | 0.1% | +6.9% | 0.562% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 339,863 | $7.18M | 0.0% | -2.4% | 8.944% | |
| 4/12/2024 | AdvisorNet Financial Inc | 20,019 | $423K | 0.0% | +4.4% | 0.527% | |
| 3/5/2024 | Fisher Asset Management LLC | 268,539 | $5.65M | 0.0% | +1.7% | 5.371% | |
|
| 2/13/2024 | Fairview Capital Investment Management LLC | 10,925 | $230K | 0.0% | -5.0% | 0.219% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 348,116 | $7.32M | 0.0% | -8.5% | 6.962% | |
| 2/6/2024 | Fisher Asset Management LLC | 268,539 | $5.65M | 0.0% | +1.7% | 5.371% | |
| 1/10/2024 | Financial Network Wealth Management LLC | 32,723 | $688K | 0.3% | -3.1% | 0.654% | |
| 10/24/2023 | Bank of New York Mellon Corp | 372,390 | $7.48M | 0.0% | +22.9% | 7.448% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 380,416 | $7.64M | 0.0% | -1.6% | 7.608% | |
| 8/9/2023 | Flow Traders U.S. LLC | 27,164 | $558K | 0.0% | N/A | 0.543% | |
| 8/8/2023 | Fisher Asset Management LLC | 223,303 | $4.59M | 0.0% | +10.8% | 4.466% | |
| 8/3/2023 | Bank of New York Mellon Corp | 303,069 | $6.23M | 0.0% | +7.4% | 6.061% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 386,592 | $7.95M | 0.0% | -6.0% | 7.732% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 411,321 | $8.54M | 0.0% | -3.9% | 8.065% | |
| 5/9/2023 | US Bancorp DE | 12,048 | $250K | 0.0% | -15.3% | 0.236% | |
| 5/5/2023 | Assetmark Inc. | 19,852 | $412K | 0.0% | +13.0% | 0.389% | |
| 5/1/2023 | Fisher Asset Management LLC | 201,567 | $4.18M | 0.0% | +3.6% | 3.952% | |
| 4/28/2023 | AdvisorNet Financial Inc | 19,208 | $399K | 0.0% | -4.8% | 0.377% | |
| 3/6/2023 | OLD Mission Capital LLC | 4,998 | $101K | 0.0% | N/A | 0.100% | |
| 2/10/2023 | Fairview Capital Investment Management LLC | 9,875 | $200K | 0.0% | N/A | 0.198% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 428,180 | $8.68M | 0.0% | +0.1% | 8.564% | |
| 2/3/2023 | Fisher Asset Management LLC | 194,493 | $3.94M | 0.0% | +30.6% | 3.890% | |
| 1/30/2023 | ERTS Wealth Advisors LLC | 12,703 | $257K | 0.1% | +25.0% | 0.254% | |
| 11/15/2022 | Flow Traders U.S. LLC | 24,325 | $479K | 0.0% | N/A | 0.518% | |
| 11/14/2022 | PFS Investments Inc. | 66,614 | $1.31M | 0.0% | -4.7% | 1.417% | |
| 11/8/2022 | Fisher Asset Management LLC | 148,866 | $2.93M | 0.0% | N/A | 3.167% | |
| 11/8/2022 | ERTS Wealth Advisors LLC | 10,164 | $200K | 0.1% | N/A | 0.216% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 427,652 | $8.42M | 0.0% | +5.2% | 9.099% | |
| 10/4/2022 | AdvisorNet Financial Inc | 19,932 | $392K | 0.0% | +83.8% | 0.443% | |
| 8/15/2022 | PFS Investments Inc. | 69,909 | $1.43M | 0.0% | -6.9% | 1.554% | |
| 8/3/2022 | Assetmark Inc. | 4,616 | $94K | 0.0% | N/A | 0.103% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 406,521 | $8.29M | 0.0% | +3.9% | 9.034% | |
| 5/25/2022 | EverSource Wealth Advisors LLC | 2,548 | $59K | 0.0% | +201.5% | 0.058% | |
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| 5/13/2022 | Klaas Financial Asset Advisors LLC | 6,919 | $160K | 0.0% | +57.7% | 0.157% | |
| 5/12/2022 | Cambridge Investment Research Advisors Inc. | 391,388 | $9.05M | 0.0% | +5.5% | 8.895% | |
| 5/10/2022 | Aaron Wealth Advisors LLC | 45,797 | $1.98M | 0.0% | N/A | 1.065% | |
| 5/10/2022 | Berger Financial Group Inc | 13,629 | $315K | 0.0% | -12.7% | 0.317% | |
| 2/11/2022 | PFS Investments Inc. | 72,394 | $1.77M | 0.0% | +7.3% | 1.724% | |
| 2/9/2022 | Klaas Financial Asset Advisors LLC | 4,388 | $107K | 0.0% | +40.8% | 0.104% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 371,057 | $9.05M | 0.0% | +0.7% | 8.835% | |
| 11/15/2021 | Flow Traders U.S. LLC | 74,594 | $1.84M | 0.1% | +82.0% | 1.735% | |
| 11/12/2021 | OLD Mission Capital LLC | 11,356 | $281K | 0.0% | N/A | 0.264% | |
| 11/5/2021 | Klaas Financial Asset Advisors LLC | 3,117 | $77K | 0.0% | +363.2% | 0.074% | |
| 11/2/2021 | Cambridge Investment Research Advisors Inc. | 368,474 | $9.11M | 0.0% | +8.5% | 8.987% | |
| 10/15/2021 | AdvisorNet Financial Inc | 11,090 | $274K | 0.0% | +10.4% | 0.270% | |
| 8/24/2021 | Flow Traders U.S. LLC | 40,993 | $1.02M | 0.1% | N/A | 1.025% | |
| 8/16/2021 | Fairview Capital Investment Management LLC | 8,200 | $203K | 0.0% | N/A | 0.205% | |
| 8/10/2021 | Cambridge Investment Research Advisors Inc. | 339,513 | $8.43M | 0.0% | +13.9% | 8.705% | |
| 8/1/2021 | Patriot Financial Group Insurance Agency LLC | 996 | $25K | 0.0% | +4,427.3% | 0.026% | |
| 5/7/2021 | Cambridge Investment Research Advisors Inc. | 298,190 | $7.37M | 0.0% | +44.7% | 8.770% | |
| 4/14/2021 | AdvisorNet Financial Inc | 10,014 | $248K | 0.0% | +4.3% | 0.303% | |
| 2/4/2021 | AdvisorNet Financial Inc | 9,601 | $240K | 0.0% | +16.8% | 0.320% | |
| 2/4/2021 | Cambridge Investment Research Advisors Inc. | 206,041 | $5.15M | 0.0% | +189.6% | 6.868% | |
