| 8/1/2025 | MorganRosel Wealth Management LLC | 10,141 | $637K | 0.2% | +4.8% | 0.014% | |
| 7/30/2025 | Strategic Blueprint LLC | 24,652 | $1.55M | 0.1% | -16.9% | 0.034% | |
| 7/24/2025 | Lester Murray Antman dba SimplyRich | 253,407 | $15.91M | 4.4% | -1.6% | 0.350% | |
| 7/23/2025 | NBT Bank N A NY | 34,124 | $2.14M | 0.1% | -5.3% | 0.047% | |
| 7/23/2025 | Venturi Wealth Management LLC | 304,298 | $19.11M | 0.9% | +173.6% | 0.420% | |
| 7/22/2025 | Appleton Partners Inc. MA | 4,987 | $313K | 0.0% | N/A | 0.007% | |
| 7/22/2025 | Plimoth Trust Co. LLC | 31,428 | $1.97M | 0.5% | -0.8% | 0.043% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 1,640 | $103K | 0.0% | -72.4% | 0.002% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 50,690 | $3.18M | 0.0% | +24.7% | 0.070% | |
| 7/17/2025 | Alpine Bank Wealth Management | 423 | $27K | 0.0% | N/A | 0.001% | |
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| 7/11/2025 | Farther Finance Advisors LLC | 1,893 | $119K | 0.0% | +53.8% | 0.003% | |
| 7/8/2025 | Parallel Advisors LLC | 33,353 | $2.10M | 0.0% | +11.8% | 0.046% | |
| 7/1/2025 | Burkett Financial Services LLC | 275,092 | $17.28M | 6.2% | +0.7% | 0.380% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 3,888 | $227K | 0.0% | -11.8% | 0.005% | |
| 5/16/2025 | NewEdge Advisors LLC | 23,264 | $1.36M | 0.0% | -8.2% | 0.033% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 25,033 | $1.46M | 0.0% | -2.0% | 0.035% | |
| 5/15/2025 | Baird Financial Group Inc. | 155,218 | $9.06M | 0.0% | +3.7% | 0.219% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,718,147 | $100.24M | 0.0% | -2.1% | 2.420% | |
| 5/14/2025 | Summit Financial LLC | 20,657 | $1.21M | 0.0% | N/A | 0.029% | |
| 5/13/2025 | Horizon Investments LLC | 57,069 | $3.33M | 0.1% | +3.0% | 0.080% | |
| 5/12/2025 | SouthState Corp | 438 | $26K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | Lester Murray Antman dba SimplyRich | 257,474 | $15.02M | 4.3% | -1.0% | 0.363% | |
| 5/8/2025 | Arkadios Wealth Advisors | 8,716 | $508K | 0.0% | N/A | 0.012% | |
| 5/7/2025 | Frontier Asset Management LLC | 170,550 | $9.95M | 2.9% | -10.1% | 0.240% | |
| 5/6/2025 | John G Ullman & Associates Inc. | 5,350 | $312K | 0.0% | -3.6% | 0.008% | |
| 5/6/2025 | City National Bank of Florida MSD | 3,586 | $209K | 0.2% | -10.5% | 0.005% | |
| 5/2/2025 | Cable Hill Partners LLC | 5,476 | $326K | 0.0% | +18.5% | 0.008% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 5,291 | $309K | 0.0% | +23.1% | 0.007% | |
| 4/30/2025 | Synergy Investment Management LLC | 1,203 | $70K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | Strategic Blueprint LLC | 29,648 | $1.73M | 0.1% | -13.4% | 0.042% | |
| 4/25/2025 | Morton Brown Family Wealth LLC | 5,461 | $319K | 0.1% | -16.1% | 0.008% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 5,940 | $347K | 0.0% | +262.2% | 0.008% | |
| 4/21/2025 | Plimoth Trust Co. LLC | 31,681 | $1.85M | 0.5% | +5.5% | 0.045% | |
| 4/17/2025 | NBT Bank N A NY | 36,050 | $2.10M | 0.2% | +19.8% | 0.051% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 40,638 | $2.37M | 0.0% | -18.2% | 0.057% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,231 | $72K | 0.0% | +22.5% | 0.002% | |
| 4/11/2025 | Burkett Financial Services LLC | 273,176 | $15.94M | 6.5% | +4.0% | 0.385% | |
| 3/10/2025 | Old North State Trust LLC | 9,911 | $575K | 0.4% | +130.1% | 0.014% | |
| 2/18/2025 | City National Bank of Florida MSD | 4,006 | $232K | 0.2% | N/A | 0.005% | |
| 2/17/2025 | Captrust Financial Advisors | 292,626 | $16.97M | 0.0% | -3.6% | 0.375% | |
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| 2/17/2025 | Baird Financial Group Inc. | 149,652 | $8.68M | 0.0% | -1.1% | 0.192% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,755,417 | $101.78M | 0.0% | +10.8% | 2.251% | |
| 2/17/2025 | Alteri Wealth LLC | 4,417 | $256K | 0.1% | N/A | 0.006% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 25,551 | $1.48M | 0.0% | -5.9% | 0.033% | |
| 2/12/2025 | OLD Mission Capital LLC | 437,394 | $25.36M | 0.4% | +399.4% | 0.561% | |
| 2/12/2025 | Godshalk Welsh Capital Management Inc. | 7,800 | $452K | 0.3% | +9.9% | 0.010% | |
| 2/12/2025 | JPMorgan Chase & Co. | 165,972 | $9.63M | 0.0% | -50.9% | 0.213% | |
| 2/11/2025 | Whittier Trust Co. of Nevada Inc. | 4,299 | $249K | 0.0% | -11.3% | 0.006% | |
| 2/11/2025 | Whittier Trust Co. | 11,447 | $664K | 0.0% | +250.0% | 0.015% | |
| 2/10/2025 | Horizon Investments LLC | 55,399 | $3.21M | 0.1% | -2.0% | 0.071% | |
| 2/10/2025 | Parallel Advisors LLC | 30,444 | $1.77M | 0.0% | -7.6% | 0.039% | |
| 2/7/2025 | NBT Bank N A NY | 30,104 | $1.75M | 0.1% | +15.8% | 0.039% | |
| 2/7/2025 | Frontier Asset Management LLC | 189,664 | $11.00M | 3.6% | -23.0% | 0.243% | |
| 2/4/2025 | MorganRosel Wealth Management LLC | 9,513 | $552K | 0.2% | +7.6% | 0.012% | |
| 1/30/2025 | Rhumbline Advisers | 316,265 | $18.34M | 0.0% | -15.5% | 0.405% | |
| 1/29/2025 | Lester Murray Antman dba SimplyRich | 260,123 | $15.08M | 4.3% | +3.7% | 0.333% | |
| 1/23/2025 | Plimoth Trust Co. LLC | 30,043 | $1.74M | 0.4% | +1.3% | 0.039% | |
| 1/23/2025 | Strategic Blueprint LLC | 34,241 | $1.99M | 0.1% | -3.2% | 0.044% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 4,068 | $236K | 0.0% | +5.2% | 0.005% | |
| 1/21/2025 | Archford Capital Strategies LLC | 114,973 | $6.67M | 1.0% | -4.7% | 0.147% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 49,651 | $2.88M | 0.0% | +87.1% | 0.064% | |
| 1/17/2025 | Park Place Capital Corp | 1,045 | $61K | 0.0% | -17.4% | 0.001% | |
| 1/10/2025 | Hilltop National Bank | 35,887 | $2.08M | 0.6% | +9.1% | 0.046% | |
| 1/6/2025 | Burkett Financial Services LLC | 262,630 | $15.23M | 6.2% | +2.6% | 0.337% | |
| 12/26/2024 | JPMorgan Chase & Co. | 338,249 | $21.21M | 0.0% | +23.0% | 0.434% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 1,126 | $71K | 0.0% | N/A | 0.001% | |
| 11/15/2024 | IHT Wealth Management LLC | 3,220 | $202K | 0.0% | N/A | 0.004% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 27,147 | $1.70M | 0.0% | -11.9% | 0.035% | |
| 11/14/2024 | Captrust Financial Advisors | 303,664 | $19.04M | 0.1% | -9.6% | 0.389% | |
| 11/9/2024 | John G Ullman & Associates Inc. | 5,650 | $354K | 0.1% | -8.1% | 0.007% | |
| 11/7/2024 | MAI Capital Management | 25,617 | $1.61M | 0.0% | -1.4% | 0.033% | |
| 11/6/2024 | Cable Hill Partners LLC | 4,524 | $284K | 0.0% | N/A | 0.006% | |
| 10/25/2024 | Strategic Blueprint LLC | 35,374 | $2.22M | 0.1% | -0.6% | 0.045% | |
| 10/23/2024 | JMG Financial Group Ltd. | 9,876 | $619K | 0.0% | -14.7% | 0.013% | |
| 10/21/2024 | Plimoth Trust Co. LLC | 29,650 | $1.86M | 0.5% | +4.6% | 0.038% | |
| 10/21/2024 | Whittier Trust Co. | 3,271 | $205K | 0.0% | +8.9% | 0.004% | |
| 10/8/2024 | Burkett Financial Services LLC | 255,904 | $16.05M | 6.6% | +2.5% | 0.328% | |
| 10/8/2024 | Park Place Capital Corp | 1,265 | $79K | 0.0% | -31.1% | 0.002% | |
| 8/16/2024 | Magnolia Capital Advisors LLC | 3,671 | $210K | 0.0% | N/A | 0.005% | |
| 8/14/2024 | Marshall Wace LLP | 21,200 | $1.21M | 0.0% | N/A | 0.027% | |
| 8/13/2024 | Godshalk Welsh Capital Management Inc. | 6,600 | $378K | 0.3% | +17.9% | 0.008% | |
| 8/8/2024 | Parallel Advisors LLC | 34,206 | $1.96M | 0.1% | -10.5% | 0.044% | |
| 8/8/2024 | Frontier Asset Management LLC | 256,873 | $14.70M | 5.3% | +0.4% | 0.329% | |
| 8/1/2024 | Rhumbline Advisers | 360,490 | $20.62M | 0.0% | -0.4% | 0.462% | |
| 8/1/2024 | YHB Investment Advisors Inc. | 33,120 | $1.90M | 0.2% | +13.0% | 0.042% | |
| 7/31/2024 | NBT Bank N A NY | 23,345 | $1.34M | 0.1% | +152.7% | 0.030% | |
| 7/31/2024 | IFG Advisory LLC | 3,829 | $219K | 0.0% | N/A | 0.005% | |
| 7/30/2024 | Morton Brown Family Wealth LLC | 6,632 | $388K | 0.1% | -18.8% | 0.009% | |
| 7/30/2024 | JMG Financial Group Ltd. | 11,572 | $662K | 0.0% | -7.1% | 0.015% | |
| 7/27/2024 | Strategic Blueprint LLC | 35,576 | $2.04M | 0.1% | -5.7% | 0.046% | |
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| 7/17/2024 | Archford Capital Strategies LLC | 119,882 | $6.86M | 1.1% | +3.0% | 0.154% | |
| 7/16/2024 | Tsfg LLC | 1,931 | $110K | 0.0% | -9.4% | 0.002% | |
| 7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 132,541 | $7.58M | 1.8% | +5.2% | 0.170% | |
| 7/11/2024 | Symmetry Partners LLC | 333,769 | $19.10M | 1.0% | +48.7% | 0.428% | |
| 7/10/2024 | Burkett Financial Services LLC | 249,664 | $14.28M | 7.3% | +2.2% | 0.320% | |
| 7/10/2024 | Hilltop National Bank | 27,476 | $1.57M | 0.5% | +11.8% | 0.035% | |
| 6/13/2024 | Mosaic Family Wealth Partners LLC | 6,051 | $342K | 0.1% | +18.2% | 0.008% | |
| 5/16/2024 | Captrust Financial Advisors | 345,001 | $19.52M | 0.1% | -32.2% | 0.442% | |
| 5/7/2024 | Hilltop National Bank | 24,568 | $1.39M | 0.5% | N/A | 0.031% | |
| 5/6/2024 | John G Ullman & Associates Inc. | 6,150 | $348K | 0.1% | -10.9% | 0.008% | |
