| 1/15/2025 | Wealthcare Advisory Partners LLC | 30,147 | $711K | 0.0% | +244.3% | 0.677% | |
| 1/10/2025 | HBW Advisory Services LLC | 4,950 | $117K | 0.0% | N/A | 0.111% | |
| 11/6/2024 | Mount Lucas Management LP | 112,356 | $2.57M | 0.9% | +3.9% | 2.525% | |
| 11/1/2024 | Assetmark Inc. | 61,552 | $1.41M | 0.0% | +0.9% | 1.383% | |
| 10/23/2024 | Rogco LP | 4,514 | $103K | 0.0% | -38.9% | 0.101% | |
| 10/23/2024 | CENTRAL TRUST Co | 40,277 | $920K | 0.0% | -7.3% | 0.905% | |
| 10/8/2024 | Omega Financial Group LLC | 60,562 | $1.38M | 0.5% | -3.4% | 1.361% | |
| 8/6/2024 | Mount Lucas Management LP | 108,158 | $2.40M | 0.7% | -3.7% | 2.431% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 108,722 | $2.41M | 0.0% | +47.1% | 2.443% | |
| 7/19/2024 | Raymond James & Associates | 66,080 | $1.46M | 0.0% | +44.9% | 1.485% | |
|
| 7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 195,048 | $4.32M | 1.1% | +15.9% | 4.383% | |
| 7/12/2024 | Omega Financial Group LLC | 62,667 | $1.39M | 0.6% | -3.3% | 1.408% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 203,585 | $4.58M | 0.1% | -6.5% | 4.847% | |
| 4/24/2024 | CENTRAL TRUST Co | 76,197 | $1.71M | 0.0% | +14.8% | 1.814% | |
| 4/18/2024 | Capital Advisors Ltd. LLC | 7,700 | $173K | 0.0% | +25.8% | 0.183% | |
| 4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 168,325 | $3.78M | 0.9% | +1.4% | 4.008% | |
| 2/7/2024 | Mount Lucas Management LP | 114,238 | $2.48M | 0.7% | +2.3% | 2.567% | |
| 2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 217,781 | $4.73M | 0.2% | +10.2% | 4.894% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 16,138 | $350K | 0.0% | -23.3% | 0.363% | |
| 2/2/2024 | Anfield Capital Management LLC | 57,513 | $1.25M | 0.7% | -43.9% | 1.292% | |
| 1/24/2024 | CENTRAL TRUST Co | 66,386 | $1.44M | 0.0% | +51.5% | 1.492% | |
| 1/16/2024 | Raymond James & Associates | 98,181 | $2.13M | 0.0% | -2.2% | 2.206% | |
| 11/6/2023 | Anfield Capital Management LLC | 102,471 | $2.19M | 1.0% | -1.0% | 2.303% | |
| 11/3/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 197,569 | $4.22M | 0.2% | -1.4% | 4.440% | |
| 10/26/2023 | CENTRAL TRUST Co | 43,812 | $935K | 0.0% | +39.3% | 0.985% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 35,737 | $763K | 0.0% | -31.7% | 0.803% | |
| 10/16/2023 | Edmonds Duncan Registered Investment Advisors LLC | 165,938 | $3.54M | 0.6% | +0.9% | 3.729% | |
| 10/12/2023 | AdvisorNet Financial Inc | 2,787 | $59K | 0.0% | -31.6% | 0.063% | |
| 10/12/2023 | Wealthcare Advisory Partners LLC | 21,040 | $449K | 0.0% | -12.1% | 0.473% | |
| 10/11/2023 | CWM LLC | 1,472 | $31K | 0.0% | +257.3% | 0.033% | |
| 10/11/2023 | Omega Financial Group LLC | 65,049 | $1.39M | 0.7% | -7.9% | 1.462% | |
| 8/14/2023 | Mount Lucas Management LP | 108,252 | $2.40M | 0.8% | +49.4% | 2.433% | |
| 8/8/2023 | AlphaCentric Advisors LLC | 18,538 | $410K | 0.2% | +35.8% | 0.417% | |
| 7/31/2023 | LPL Financial LLC | 85,232 | $1.89M | 0.0% | +3.1% | 1.915% | |
| 7/28/2023 | Koshinski Asset Management Inc. | 10,535 | $233K | 0.0% | -44.1% | 0.237% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 52,360 | $1.16M | 0.0% | -12.4% | 1.177% | |
| 7/25/2023 | Raymond James & Associates | 99,988 | $2.21M | 0.0% | +7.5% | 2.247% | |
| 7/18/2023 | Allworth Financial LP | 1,545 | $34K | 0.0% | N/A | 0.035% | |
| 7/12/2023 | Omega Financial Group LLC | 70,642 | $1.56M | 0.7% | -2.9% | 1.587% | |
| 7/6/2023 | Edmonds Duncan Registered Investment Advisors LLC | 164,443 | $3.64M | 1.1% | +2.3% | 3.695% | |
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| 6/5/2023 | Level Four Advisory Services LLC | 14,099 | $299K | 0.0% | -7.0% | 0.303% | |
| 5/12/2023 | AlphaCentric Advisors LLC | 13,653 | $289K | 0.2% | N/A | 0.294% | |
| 5/9/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 202,190 | $4.29M | 0.2% | +19.2% | 4.348% | |
| 5/5/2023 | Juncture Wealth Strategies LLC | 161,923 | $3.43M | 1.7% | +18.4% | 3.482% | |
| 5/4/2023 | Wealthcare Advisory Partners LLC | 24,119 | $511K | 0.0% | +2.4% | 0.519% | |
| 5/4/2023 | Anfield Capital Management LLC | 77,906 | $1.85M | 0.9% | -11.1% | 1.675% | |
| 4/19/2023 | CENTRAL TRUST Co | 31,777 | $674K | 0.0% | +65.6% | 0.683% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 59,797 | $1.27M | 0.0% | -65.6% | 1.286% | |
| 4/14/2023 | Raymond James & Associates | 92,977 | $1.97M | 0.0% | +3.2% | 2.000% | |
| 4/12/2023 | Edmonds Duncan Registered Investment Advisors LLC | 160,696 | $3.41M | 1.1% | -2.3% | 3.246% | |
| 4/7/2023 | Omega Financial Group LLC | 72,741 | $1.54M | 0.7% | -13.9% | 1.470% | |
| 2/14/2023 | Cary Street Partners Asset Management LLC | 52,285 | $1.05M | 0.2% | N/A | 1.015% | |
| 2/13/2023 | Wealthcare Advisory Partners LLC | 23,550 | $474K | 0.0% | +53.0% | 0.457% | |
| 2/13/2023 | Heritage Wealth Management LLC | 4,534 | $91K | 0.0% | +100.0% | 0.088% | |
| 2/10/2023 | SVB Wealth LLC | 29,002 | $584K | 0.0% | +59.8% | 0.563% | |
| 2/10/2023 | Omega Financial Group LLC | 84,526 | $1.65M | 0.9% | +19.6% | 1.641% | |
| 2/9/2023 | HighTower Advisors LLC | 70,912 | $1.43M | 0.0% | +181.5% | 1.377% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 174,057 | $3.50M | 0.0% | +31.7% | 3.380% | |
| 2/8/2023 | Raymond James & Associates | 90,080 | $1.81M | 0.0% | +8.5% | 1.749% | |
| 2/8/2023 | Capital Analysts LLC | 1,899 | $38K | 0.0% | N/A | 0.037% | |
| 2/8/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 169,627 | $3.41M | 0.2% | +21.2% | 3.294% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 18,622 | $374K | 0.0% | +39.5% | 0.362% | |
| 2/7/2023 | LPL Financial LLC | 85,621 | $1.72M | 0.0% | +27.4% | 1.663% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 240,843 | $4.85M | 0.0% | +82.3% | 4.677% | |
| 2/1/2023 | Anfield Capital Management LLC | 87,603 | $1.76M | 0.9% | -10.2% | 1.701% | |
| 1/26/2023 | CENTRAL TRUST Co | 19,186 | $386K | 0.0% | -14.8% | 0.373% | |
| 1/20/2023 | Edmonds Duncan Registered Investment Advisors LLC | 164,410 | $3.31M | 1.1% | -0.7% | 3.073% | |
| 1/20/2023 | Meridian Financial Partners LLC | 14,984 | $308K | 0.3% | N/A | 0.280% | |
| 1/18/2023 | Juncture Wealth Strategies LLC | 136,722 | $2.75M | 1.3% | -12.6% | 2.556% | |
| 1/6/2023 | Massmutual Trust Co. FSB ADV | 1,963 | $39K | 0.0% | -49.2% | 0.034% | |
| 11/14/2022 | OLD Mission Capital LLC | 11,410 | $216K | 0.0% | -86.8% | 0.228% | |
| 11/14/2022 | MML Investors Services LLC | 10,842 | $205K | 0.0% | N/A | 0.217% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 132,130 | $2.50M | 0.0% | +31.2% | 2.643% | |
| 11/9/2022 | SVB Wealth LLC | 18,150 | $343K | 0.0% | N/A | 0.363% | |
| 11/3/2022 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 139,934 | $2.65M | 0.1% | -8.2% | 2.799% | |
| 10/25/2022 | Hightower 6M Holding LLC | 38,803 | $734K | 0.1% | +13.5% | 0.776% | |
| 10/25/2022 | Raymond James & Associates | 83,000 | $1.57M | 0.0% | +6.9% | 1.660% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 132,130 | $2.50M | 0.0% | +108.4% | 2.643% | |
| 10/24/2022 | Stratos Wealth Partners LTD. | 50,295 | $951K | 0.0% | +260.5% | 1.006% | |
| 10/17/2022 | Independent Wealth Network Inc. | 20,450 | $387K | 0.3% | -3.3% | 0.409% | |
| 10/14/2022 | Omega Financial Group LLC | 70,663 | $1.34M | 0.7% | -17.6% | 1.413% | |
| 10/14/2022 | Edmonds Duncan Registered Investment Advisors LLC | 165,529 | $3.13M | 1.1% | +5.1% | 3.311% | |
| 10/13/2022 | Flagship Harbor Advisors LLC | 34,228 | $647K | 0.1% | -8.3% | 0.685% | |
| 10/11/2022 | Juncture Wealth Strategies LLC | 156,404 | $2.96M | 1.5% | -11.6% | 3.128% | |
| 8/17/2022 | Castleview Partners LLC | 92,492 | $2.46M | 0.0% | +36,029.7% | 1.623% | |
| 8/15/2022 | Heritage Wealth Management LLC | 2,267 | $47K | 0.0% | N/A | 0.040% | |
| 8/12/2022 | Main Management LLC | 71,289 | $1.47M | 0.2% | -2.1% | 1.251% | |
| 8/11/2022 | CoreCap Advisors LLC | 2,335 | $48K | 0.0% | N/A | 0.041% | |
| 8/8/2022 | Level Four Advisory Services LLC | 15,640 | $322K | 0.0% | -5.4% | 0.274% | |
| 8/5/2022 | OLD Mission Capital LLC | 86,440 | $1.78M | 0.0% | +76.3% | 1.516% | |
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| 8/5/2022 | Capital Advisors Ltd. LLC | 6,124 | $126K | 0.0% | -9.6% | 0.107% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 100,716 | $2.08M | 0.0% | +26.4% | 1.767% | |
| 8/2/2022 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 152,441 | $3.14M | 0.2% | +45.7% | 2.674% | |
| 7/26/2022 | Independent Wealth Network Inc. | 21,149 | $436K | 0.3% | -2.5% | 0.371% | |
| 7/22/2022 | Stratos Wealth Partners LTD. | 13,953 | $288K | 0.0% | N/A | 0.245% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 17,826 | $367K | 0.0% | -2.9% | 0.313% | |
| 7/14/2022 | Juncture Wealth Strategies LLC | 177,010 | $3.65M | 1.8% | -6.0% | 3.105% | |
| 7/13/2022 | Flagship Harbor Advisors LLC | 37,322 | $769K | 0.1% | N/A | 0.638% | |
| 7/13/2022 | Omega Financial Group LLC | 85,715 | $1.77M | 0.9% | +40.3% | 1.465% | |
| 7/12/2022 | Koshinski Asset Management Inc. | 18,862 | $389K | 0.0% | -29.8% | 0.322% | |
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