| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 43,570 | $4.62M | 0.1% | +3.5% | 0.136% | |
| 7/2/2026 | First County Bank CT | 12,349 | $1.31M | 0.6% | +3.1% | 0.039% | |
| 5/8/2026 | Madison Asset Management LLC | 11,151 | $1.19M | 0.0% | N/A | 0.035% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 151,117 | $16.12M | 1.4% | -43.9% | 0.472% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 1,351 | $144K | 0.0% | +15.2% | 0.004% | |
| 5/6/2026 | Centennial Bank AR | 11,847 | $1.26M | 0.5% | -36.8% | 0.037% | |
| 5/6/2026 | Bessemer Group Inc. | 218,536 | $23.31M | 0.0% | +32.8% | 0.683% | |
| 5/5/2026 | Bank of New York Mellon Corp | 656,951 | $70.08M | 0.0% | +5.6% | 2.053% | |
| 5/1/2026 | Ferguson Wellman Capital Management Inc. | 114,453 | $12.21M | 0.2% | N/A | 0.358% | |
| 5/1/2026 | Vantage Investment Partners LLC | 15,058 | $1.61M | 0.1% | +3.2% | 0.047% | |
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| 4/30/2026 | Isthmus Partners LLC | 57,592 | $6.14M | 0.6% | N/A | 0.180% | |
| 4/29/2026 | Renasant Bank | 4,000 | $427K | 0.3% | -46.7% | 0.013% | |
| 4/29/2026 | McLaughlin Asset Management Inc. | 8,669 | $925K | 0.9% | +12.4% | 0.027% | |
| 4/28/2026 | Whittier Trust Co. | 47,364 | $5.04M | 0.1% | -2.1% | 0.148% | |
| 4/28/2026 | Ascentis Independent Advisors | 502 | $54K | 0.0% | N/A | 0.002% | |
| 4/23/2026 | Simmons Bank | 9,754 | $1.04M | 0.1% | -6.5% | 0.030% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 6,050 | $645K | 0.0% | +31.4% | 0.019% | |
| 4/22/2026 | Horizon Bancorp Inc. IN | 298,301 | $31.82M | 15.3% | +5.5% | 0.932% | |
| 4/17/2026 | SVB Wealth LLC | 71,227 | $7.60M | 0.5% | -1.8% | 0.223% | |
| 3/16/2026 | Bank of New Hampshire | 96,589 | $10.37M | 2.3% | +7.2% | 0.302% | |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 900 | $97K | 0.1% | N/A | 0.003% | |
| 3/6/2026 | Union Savings Bank | 38,115 | $4.09M | 1.8% | N/A | 0.119% | |
| 2/20/2026 | McLaughlin Asset Management Inc. | 7,716 | $828K | 0.7% | N/A | 0.024% | |
| 2/18/2026 | First Commonwealth Financial Corp PA | 6,377 | $685K | 0.1% | N/A | 0.020% | |
| 2/18/2026 | Centennial Bank AR | 18,751 | $2.01M | 0.8% | +64.9% | 0.059% | |
| 2/18/2026 | Align Financial LLC | 6,656 | $666K | 0.0% | N/A | 0.021% | |
| 2/17/2026 | Captrust Financial Advisors | 160,799 | $17.26M | 0.0% | -17.8% | 0.502% | |
| 2/16/2026 | Oarsman Capital Inc. | 233,532 | $25.07M | 3.2% | +6.4% | 0.730% | |
| 2/16/2026 | Arax Advisory Partners | 598 | $64K | 0.0% | N/A | 0.002% | |
| 2/13/2026 | C M Bidwell & Associates Ltd. | 69,723 | $7.49M | 3.5% | +4.1% | 0.218% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 9,422 | $1.01M | 0.0% | +10.4% | 0.029% | |
| 2/12/2026 | Azimuth Capital Investment Management LLC | 10,125 | $1.09M | 0.0% | +3.8% | 0.032% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 4,606 | $494K | 0.0% | N/A | 0.014% | |
| 2/11/2026 | JPMorgan Chase & Co. | 489,667 | $52.57M | 0.0% | -1.1% | 1.530% | |
| 2/11/2026 | Horizon Bancorp Inc. IN | 282,625 | $30.34M | 14.8% | -1.2% | 0.883% | |
| 2/11/2026 | Continuum Advisory LLC | 1,885 | $202K | 0.0% | N/A | 0.006% | |
| 2/10/2026 | Bank of New York Mellon Corp | 621,855 | $66.76M | 0.0% | +4.8% | 1.943% | |
| 2/10/2026 | WASHINGTON TRUST Co | 161,515 | $17.34M | 0.6% | +4.5% | 0.505% | |
| 2/10/2026 | Rothschild Investment LLC | 625 | $67K | 0.0% | -19.4% | 0.002% | |
| 2/6/2026 | Vantage Investment Partners LLC | 14,593 | $1.57M | 0.1% | +5.8% | 0.046% | |
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| 2/5/2026 | Bessemer Group Inc. | 164,600 | $17.67M | 0.0% | -0.4% | 0.514% | |
| 2/5/2026 | Simmons Bank | 10,431 | $1.12M | 0.1% | -15.2% | 0.033% | |
| 2/4/2026 | SVB Wealth LLC | 72,509 | $7.78M | 0.5% | +11.0% | 0.227% | |
| 2/3/2026 | BOKF NA | 139,273 | $14.95M | 0.2% | +17.0% | 0.435% | |
| 1/29/2026 | New Hampshire Trust | 38,560 | $4.14M | 0.8% | +93.1% | 0.121% | |
| 1/29/2026 | Capital Investment Services of America Inc. | 15,475 | $1.66M | 0.2% | -15.1% | 0.048% | |
| 1/28/2026 | Cape ANN Savings Bank | 2,801 | $301K | 0.2% | -13.7% | 0.009% | |
| 1/27/2026 | Meritage Portfolio Management | 46,408 | $4.98M | 0.3% | +0.5% | 0.145% | |
| 1/26/2026 | Whittier Trust Co. of Nevada Inc. | 29,057 | $3.12M | 0.1% | -1.9% | 0.091% | |
| 1/26/2026 | Whittier Trust Co. | 48,357 | $5.20M | 0.1% | -0.7% | 0.151% | |
| 1/23/2026 | Farther Finance Advisors LLC | 2,000 | $215K | 0.0% | +455.6% | 0.006% | |
| 1/23/2026 | Curbstone Financial Management Corp | 5,050 | $542K | 0.1% | +2.0% | 0.016% | |
| 1/23/2026 | NBT Bank N A NY | 3,899 | $419K | 0.0% | -17.6% | 0.012% | |
| 1/21/2026 | Greenleaf Trust | 131,804 | $14.15M | 0.1% | -9.9% | 0.412% | |
| 1/14/2026 | First County Bank CT | 11,207 | $1.20M | 0.6% | +7.7% | 0.035% | |
| 1/12/2026 | First Merchants Corp | 23,961 | $2.57M | 0.1% | -7.7% | 0.075% | |
| 1/9/2026 | Community Trust & Investment Co. | 114,419 | $12.28M | 0.6% | +0.5% | 0.358% | |
| 1/7/2026 | MassMutual Private Wealth & Trust FSB | 42,511 | $4.56M | 0.1% | -0.9% | 0.133% | |
| 1/7/2026 | Aventura Private Wealth LLC | 786 | $84K | 0.0% | N/A | 0.002% | |
| 1/5/2026 | GAMMA Investing LLC | 4,045 | $434K | 0.0% | +16.5% | 0.013% | |
| 11/26/2025 | JPMorgan Chase & Co. | 495,225 | $53.21M | 0.0% | -2.7% | 1.548% | |
| 11/21/2025 | Oarsman Capital Inc. | 219,518 | $23.58M | 3.3% | -32.0% | 0.686% | |
| 11/19/2025 | Captrust Financial Advisors | 195,730 | $21.03M | 0.0% | +6.5% | 0.612% | |
| 11/17/2025 | American Trust | 2,060 | $221K | 0.0% | -13.4% | 0.006% | |
| 11/17/2025 | United Capital Financial Advisors LLC | 77,931 | $8.37M | 0.1% | +4.3% | 0.244% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 8,538 | $917K | 0.0% | +40.4% | 0.027% | |
| 11/17/2025 | Ameriprise Financial Inc. | 34,256 | $3.68M | 0.0% | -9.7% | 0.107% | |
| 11/14/2025 | Brown Brothers Harriman & Co. | 3,630 | $390K | 0.0% | N/A | 0.011% | |
| 11/13/2025 | Parallel Advisors LLC | 375 | $40K | 0.0% | +114.3% | 0.001% | |
| 11/12/2025 | WASHINGTON TRUST Co | 154,605 | $16.61M | 0.5% | +1.8% | 0.483% | |
| 11/10/2025 | Colonial Trust Advisors | 392 | $42K | 0.0% | N/A | 0.001% | |
| 11/7/2025 | Centennial Bank AR | 11,371 | $1.22M | 0.5% | +152.2% | 0.036% | |
| 11/7/2025 | JPMorgan Chase & Co. | 495,225 | $53.21M | 0.0% | -2.7% | 1.548% | |
| 11/6/2025 | SVB Wealth LLC | 65,328 | $7.02M | 0.4% | +21.1% | 0.204% | |
| 11/5/2025 | Bessemer Group Inc. | 165,297 | $17.76M | 0.0% | +5.2% | 0.517% | |
| 11/4/2025 | Simmons Bank | 12,300 | $1.32M | 0.1% | -25.7% | 0.038% | |
| 11/4/2025 | Jones Financial Companies Lllp | 3,857 | $414K | 0.0% | +146.8% | 0.012% | |
| 10/30/2025 | Vantage Investment Partners LLC | 13,789 | $1.48M | 0.1% | +12.7% | 0.043% | |
| 10/29/2025 | Horizon Bancorp Inc. IN | 286,189 | $30.75M | 14.7% | +6.9% | 0.894% | |
| 10/28/2025 | NBT Bank N A NY | 4,729 | $508K | 0.0% | -20.4% | 0.015% | |
| 10/28/2025 | Meritage Portfolio Management | 46,195 | $4.96M | 0.3% | -4.4% | 0.144% | |
| 10/23/2025 | Steigerwald Gordon & Koch Inc. | 877 | $94K | 0.0% | N/A | 0.003% | |
| 10/22/2025 | MassMutual Private Wealth & Trust FSB | 42,914 | $4.61M | 0.1% | +0.7% | 0.134% | |
| 10/22/2025 | First Merchants Corp | 25,961 | $2.79M | 0.1% | -65.7% | 0.081% | |
| 10/22/2025 | Greenleaf Trust | 146,316 | $15.72M | 0.1% | -7.9% | 0.457% | |
| 10/22/2025 | Community Trust & Investment Co. | 113,828 | $12.23M | 0.7% | +3.6% | 0.356% | |
| 10/16/2025 | New Hampshire Trust | 19,970 | $2.15M | 0.4% | +35.8% | 0.062% | |
| 10/8/2025 | First County Bank CT | 10,401 | $1.12M | 0.6% | +4.1% | 0.033% | |
| 10/2/2025 | GAMMA Investing LLC | 3,471 | $373K | 0.0% | +10.4% | 0.011% | |
| 10/2/2025 | Bank of New Hampshire | 90,060 | $9.68M | 2.2% | +14.3% | 0.281% | |
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| 9/3/2025 | American Trust | 2,379 | $254K | 0.0% | N/A | 0.007% | |
| 8/15/2025 | Captrust Financial Advisors | 183,828 | $19.63M | 0.0% | +5.7% | 0.574% | |
| 8/15/2025 | Ameriprise Financial Inc. | 37,918 | $4.05M | 0.0% | -2.5% | 0.118% | |
| 8/14/2025 | SVB Wealth LLC | 53,964 | $5.76M | 0.3% | N/A | 0.169% | |
| 8/13/2025 | Flow Traders U.S. LLC | 68,197 | $7.28M | 0.3% | N/A | 0.213% | |
| 8/13/2025 | Baird Financial Group Inc. | 34,669 | $3.70M | 0.0% | -0.3% | 0.108% | |
| 8/12/2025 | JPMorgan Chase & Co. | 509,211 | $54.38M | 0.0% | -36.1% | 1.591% | |
| 8/11/2025 | Rothschild Investment LLC | 775 | $83K | 0.0% | -13.9% | 0.002% | |
| 8/8/2025 | Union Savings Bank | 34,797 | $3.70M | 1.7% | +2.6% | 0.109% | |
| 8/8/2025 | Clearstead Trust LLC | 1,465 | $156K | 0.0% | N/A | 0.005% | |