| 4/30/2025 | Greenleaf Trust | 170,536 | $18.08M | 0.2% | -7.4% | 0.530% | |
| 4/29/2025 | Simmons Bank | 17,655 | $1.87M | 0.1% | -6.3% | 0.055% | |
| 4/29/2025 | Bank of New York Mellon Corp | 562,656 | $59.65M | 0.0% | -4.8% | 1.747% | |
| 4/28/2025 | Meritage Portfolio Management | 48,508 | $5.14M | 0.3% | -3.5% | 0.150% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 1,180 | $125K | 0.0% | +103.1% | 0.004% | |
| 4/24/2025 | First Merchants Corp | 86,447 | $9.17M | 0.4% | +2,240.2% | 0.267% | |
| 4/23/2025 | Bessemer Group Inc. | 154,707 | $16.40M | 0.0% | +4.0% | 0.478% | |
| 4/23/2025 | Horizon Bancorp Inc. IN | 272,967 | $28.94M | 16.4% | -8.1% | 0.844% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 85,057 | $9.02M | 0.0% | +192.3% | 0.263% | |
| 4/22/2025 | Vantage Investment Partners LLC | 9,976 | $1.06M | 0.1% | +15.9% | 0.031% | |
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| 4/22/2025 | Union Savings Bank | 33,930 | $3.60M | 1.8% | +20.0% | 0.105% | |
| 4/17/2025 | NBT Bank N A NY | 12,847 | $1.36M | 0.1% | +3.4% | 0.040% | |
| 4/17/2025 | Community Trust & Investment Co. | 84,089 | $8.92M | 0.6% | +2.0% | 0.260% | |
| 4/16/2025 | Capital Investment Services of America Inc. | 18,360 | $1.95M | 0.2% | -3.4% | 0.057% | |
| 4/15/2025 | GAMMA Investing LLC | 2,957 | $314K | 0.0% | +4.5% | 0.009% | |
| 4/14/2025 | Bank of New Hampshire | 72,446 | $7.68M | 2.0% | +0.9% | 0.224% | |
| 4/8/2025 | New Hampshire Trust | 11,760 | $1.25M | 0.3% | +10.2% | 0.036% | |
| 4/8/2025 | Rothschild Investment LLC | 900 | $95K | 0.0% | -14.3% | 0.003% | |
| 4/8/2025 | Parallel Advisors LLC | 1,065 | $113K | 0.0% | -67.3% | 0.003% | |
| 4/7/2025 | First County Bank CT | 8,990 | $953K | 0.5% | N/A | 0.028% | |
| 4/7/2025 | GAMMA Investing LLC | 313,501 | $33.24M | 0.0% | +10,977.8% | 0.991% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 40,190 | $4.26M | 0.1% | -35.4% | 0.127% | |
| 2/17/2025 | Lazard Asset Management LLC | 2,675 | $278K | 0.0% | -30.3% | 0.009% | |
| 2/17/2025 | BOKF NA | 64,452 | $6.68M | 0.1% | -11.1% | 0.211% | |
| 2/17/2025 | Captrust Financial Advisors | 169,222 | $17.64M | 0.1% | +3.7% | 0.555% | |
| 2/17/2025 | Baird Financial Group Inc. | 35,000 | $3.65M | 0.0% | +1.8% | 0.115% | |
| 2/17/2025 | Ameriprise Financial Inc. | 31,788 | $3.31M | 0.0% | +88.4% | 0.104% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 4,228 | $441K | 0.0% | +8.1% | 0.014% | |
| 2/13/2025 | Finward Bancorp | 7,900 | $823K | 0.7% | N/A | 0.026% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 172,559 | $17.99M | 0.2% | +158.1% | 0.566% | |
| 2/13/2025 | Oarsman Capital Inc. | 239,405 | $24.95M | 4.3% | +4.6% | 0.785% | |
| 2/12/2025 | C M Bidwell & Associates Ltd. | 58,000 | $6.05M | 3.7% | +12.9% | 0.190% | |
| 2/12/2025 | JPMorgan Chase & Co. | 796,500 | $83.02M | 0.0% | +23.7% | 2.611% | |
| 2/11/2025 | Whittier Trust Co. of Nevada Inc. | 29,607 | $3.09M | 0.1% | +839.0% | 0.097% | |
| 2/11/2025 | Whittier Trust Co. | 51,286 | $5.35M | 0.1% | +9.9% | 0.168% | |
| 2/7/2025 | Atlantic Union Bankshares Corp | 5,394 | $562K | 0.0% | -6.1% | 0.018% | |
| 2/5/2025 | SVB Wealth LLC | 139,076 | $14.50M | 0.3% | N/A | 0.456% | |
| 2/5/2025 | Simmons Bank | 18,845 | $1.96M | 0.1% | -29.3% | 0.062% | |
| 2/4/2025 | Bank of New York Mellon Corp | 591,119 | $61.61M | 0.0% | +13.2% | 1.938% | |
| 2/4/2025 | Cape ANN Savings Bank | 4,816 | $502K | 0.3% | -5.3% | 0.016% | |
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| 1/30/2025 | First Merchants Corp | 3,694 | $385K | 0.0% | N/A | 0.012% | |
| 1/27/2025 | Capital Investment Services of America Inc. | 19,015 | $1.98M | 0.2% | -1.9% | 0.062% | |
| 1/27/2025 | Meritage Portfolio Management | 50,255 | $5.24M | 0.3% | -4.5% | 0.165% | |
| 1/24/2025 | Greenleaf Trust | 184,183 | $19.20M | 0.2% | +14.1% | 0.604% | |
| 1/22/2025 | Vantage Investment Partners LLC | 8,610 | $897K | 0.1% | +32.1% | 0.028% | |
| 1/16/2025 | New Hampshire Trust | 10,668 | $1.11M | 0.2% | +2.7% | 0.035% | |
| 1/16/2025 | Union Savings Bank | 28,277 | $2.95M | 1.4% | +231.7% | 0.093% | |
| 1/16/2025 | MassMutual Private Wealth & Trust FSB | 62,187 | $6.48M | 0.2% | +80.0% | 0.204% | |
| 1/15/2025 | Integrated Investment Consultants LLC | 58,284 | $6.08M | 0.1% | -13.0% | 0.191% | |
| 1/14/2025 | Community Trust & Investment Co. | 82,453 | $8.59M | 0.5% | +2.1% | 0.270% | |
| 1/13/2025 | Horizon Bancorp Inc. IN | 296,950 | $30.95M | 14.6% | -18.6% | 0.974% | |
| 1/10/2025 | Fortitude Family Office LLC | 1,649 | $172K | 0.1% | N/A | 0.005% | |
| 1/7/2025 | Bank of New Hampshire | 71,814 | $7.49M | 1.9% | -6.1% | 0.235% | |
| 1/3/2025 | GAMMA Investing LLC | 2,830 | $295K | 0.0% | +40.4% | 0.009% | |
| 12/26/2024 | JPMorgan Chase & Co. | 644,017 | $68.97M | 0.0% | +1,037.4% | 2.112% | |
| 12/13/2024 | Lord Abbett & CO. LLC | 3,621 | $388K | 0.0% | N/A | 0.012% | |
| 11/15/2024 | Continuum Advisory LLC | 1,674 | $175K | 0.0% | +123.5% | 0.005% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 3,910 | $419K | 0.0% | +62.0% | 0.013% | |
| 11/14/2024 | Flow Traders U.S. LLC | 5,535 | $593K | 0.0% | +140.0% | 0.018% | |
| 11/14/2024 | Captrust Financial Advisors | 163,209 | $17.48M | 0.1% | +8.8% | 0.535% | |
| 11/12/2024 | Integrated Investment Consultants LLC | 67,022 | $7.18M | 0.2% | -2.6% | 0.220% | |
| 11/5/2024 | Simmons Bank | 26,653 | $2.86M | 0.2% | -2.5% | 0.087% | |
| 11/5/2024 | Haverford Trust Co | 29,409 | $3.15M | 0.0% | +20.6% | 0.096% | |
| 11/5/2024 | Vantage Investment Partners LLC | 6,520 | $698K | 0.1% | +10.7% | 0.021% | |
| 11/4/2024 | Kennebec Savings Bank | 1,284 | $138K | 0.1% | N/A | 0.004% | |
| 11/4/2024 | Meritage Portfolio Management | 52,611 | $5.64M | 0.3% | +2.2% | 0.172% | |
| 10/31/2024 | Graypoint LLC | 2,188 | $234K | 0.0% | -9.9% | 0.007% | |
| 10/25/2024 | Farmers & Merchants Investments Inc. | 2,414 | $259K | 0.0% | -43.1% | 0.008% | |
| 10/24/2024 | Horizon Bancorp Inc. IN | 365,024 | $39.09M | 18.1% | +10.5% | 1.197% | |
| 10/22/2024 | Greenleaf Trust | 161,362 | $17.28M | 0.2% | +4.2% | 0.529% | |
| 10/22/2024 | Community Trust & Investment Co. | 80,764 | $8.65M | 0.5% | +8.8% | 0.265% | |
| 10/21/2024 | Whittier Trust Co. | 46,670 | $5.00M | 0.1% | +0.9% | 0.153% | |
| 10/17/2024 | V Square Quantitative Management LLC | 131,586 | $14.09M | 2.1% | -69.6% | 0.431% | |
| 10/7/2024 | Bank of New Hampshire | 76,459 | $8.19M | 2.1% | -3.1% | 0.251% | |
| 10/7/2024 | GAMMA Investing LLC | 2,016 | $216K | 0.0% | +5.1% | 0.007% | |
| 10/2/2024 | Massmutual Trust Co. FSB ADV | 34,541 | $3.70M | 0.1% | +231.0% | 0.113% | |
| 8/8/2024 | Parallel Advisors LLC | 3,218 | $334K | 0.0% | +21.9% | 0.011% | |
| 8/8/2024 | 1ST Source Bank | 49,839 | $5.17M | 0.3% | +1.6% | 0.163% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 245 | $25K | 0.0% | N/A | 0.001% | |
| 8/6/2024 | SVB Wealth LLC | 148,221 | $15.38M | 0.4% | -12.3% | 0.486% | |
| 8/1/2024 | Union Savings Bank | 3,024 | $314K | 0.2% | +249.6% | 0.010% | |
| 7/31/2024 | Graypoint LLC | 2,428 | $252K | 0.0% | -22.3% | 0.008% | |
| 7/31/2024 | NBT Bank N A NY | 11,245 | $1.17M | 0.1% | -7.2% | 0.037% | |
| 7/31/2024 | Rothschild Investment LLC | 1,050 | $109K | 0.0% | N/A | 0.003% | |
| 7/30/2024 | Vantage Investment Partners LLC | 5,892 | $611K | 0.1% | N/A | 0.019% | |
| 7/29/2024 | Whittier Trust Co. | 46,267 | $4.80M | 0.1% | +9.0% | 0.152% | |
| 7/26/2024 | Simmons Bank | 27,324 | $2.83M | 0.2% | -6.8% | 0.090% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 20,088 | $2.08M | 0.0% | -2.0% | 0.066% | |
| 7/26/2024 | Bank of New York Mellon Corp | 544,884 | $56.52M | 0.0% | +3.2% | 1.787% | |
| 7/25/2024 | Independence Bank of Kentucky | 2,273 | $236K | 0.1% | N/A | 0.007% | |
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| 7/25/2024 | Cape ANN Savings Bank | 5,101 | $529K | 0.3% | -22.8% | 0.017% | |
| 7/25/2024 | Atlantic Union Bankshares Corp | 5,745 | $596K | 0.0% | N/A | 0.019% | |
| 7/24/2024 | Horizon Bancorp Inc. IN | 330,222 | $34.25M | 16.3% | -16.2% | 1.083% | |
| 7/17/2024 | Community Trust & Investment Co. | 74,220 | $7.70M | 0.5% | N/A | 0.243% | |
| 7/16/2024 | V Square Quantitative Management LLC | 433,300 | $44.95M | 7.3% | +51.0% | 1.421% | |
| 7/15/2024 | New Hampshire Trust | 9,454 | $981K | 0.2% | N/A | 0.031% | |
| 7/12/2024 | True Link Financial Advisors LLC | 4,262 | $442K | 0.0% | -8.6% | 0.014% | |
| 7/2/2024 | Massmutual Trust Co. FSB ADV | 10,436 | $1.08M | 0.0% | N/A | 0.034% | |
| 7/2/2024 | GAMMA Investing LLC | 1,919 | $199K | 0.0% | +73.8% | 0.006% | |
| 7/1/2024 | Bank of New Hampshire | 78,922 | $8.19M | 2.1% | -21.2% | 0.259% | |
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