| 5/8/2025 | Mengis Capital Management Inc. | 24,185 | $805K | 0.2% | +4.5% | 0.470% | |
| 5/8/2025 | Atlas Wealth LLC | 9,146 | $304K | 0.1% | +17.9% | 0.178% | |
| 5/8/2025 | First Foundation Advisors | 44,786 | $1.49M | 0.1% | -10.5% | 0.870% | |
| 5/7/2025 | LPL Financial LLC | 209,425 | $6.97M | 0.0% | +3.5% | 4.067% | |
| 5/6/2025 | Kathleen S. Wright Associates Inc. | 31,770 | $1.06M | 0.4% | -8.6% | 0.617% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 966,078 | $32.15M | 0.0% | +0.3% | 18.943% | |
| 4/25/2025 | JNBA Financial Advisors | 28,509 | $949K | 0.1% | -19.4% | 0.559% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 122,420 | $4.07M | 0.0% | +565.1% | 2.400% | |
| 4/21/2025 | Johnson Investment Counsel Inc. | 6,280 | $209K | 0.0% | N/A | 0.123% | |
| 4/17/2025 | Sowell Financial Services LLC | 7,964 | $265K | 0.0% | N/A | 0.156% | |
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| 4/14/2025 | BCS Wealth Management | 11,570 | $385K | 0.1% | -17.4% | 0.227% | |
| 4/10/2025 | Whipplewood Advisors LLC | 22,522 | $749K | 0.2% | -28.0% | 0.446% | |
| 4/2/2025 | Marcum Wealth LLC | 6,588 | $219K | 0.0% | -5.3% | 0.130% | |
| 2/17/2025 | Cornerstone Financial Group LLC NE | 41,019 | $1.24M | 1.2% | N/A | 0.582% | |
| 2/17/2025 | Accredited Wealth Management LLC | 30,012 | $909K | 0.8% | N/A | 0.426% | |
| 2/14/2025 | Jane Street Group LLC | 37,661 | $1.14M | 0.0% | N/A | 0.534% | |
| 2/14/2025 | Comerica Bank | 5,064 | $153K | 0.0% | -46.0% | 0.072% | |
| 2/14/2025 | Stifel Financial Corp | 36,263 | $1.10M | 0.0% | -32.7% | 0.514% | |
| 2/14/2025 | GeoWealth Management LLC | 7,338 | $222K | 0.0% | -52.6% | 0.104% | |
| 2/13/2025 | Anchor Investment Management LLC | 2,554 | $77K | 0.0% | -36.8% | 0.036% | |
| 2/13/2025 | First Foundation Advisors | 50,036 | $1.52M | 0.1% | -0.9% | 0.710% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 963,641 | $29.19M | 0.0% | -39.8% | 13.669% | |
| 2/13/2025 | Wells Fargo & Company MN | 14,946 | $453K | 0.0% | +171.7% | 0.212% | |
| 2/12/2025 | Treynor Bancshares Inc. | 8,276 | $251K | 0.3% | -47.8% | 0.117% | |
| 2/12/2025 | OLD Mission Capital LLC | 45,441 | $1.38M | 0.0% | N/A | 0.645% | |
| 2/12/2025 | RiverFront Investment Group LLC | 753,502 | $22.83M | 0.5% | -44.2% | 10.688% | |
| 2/12/2025 | JPMorgan Chase & Co. | 26,257 | $795K | 0.0% | -35.8% | 0.372% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 19,432 | $589K | 0.0% | +4.7% | 0.276% | |
| 2/11/2025 | FCA Corp TX | 41,494 | $1.26M | 0.4% | +3.4% | 0.589% | |
| 2/11/2025 | LPL Financial LLC | 202,436 | $6.13M | 0.0% | -26.9% | 2.871% | |
| 2/11/2025 | TD Private Client Wealth LLC | 959 | $29K | 0.0% | -73.7% | 0.014% | |
| 2/7/2025 | Moors & Cabot Inc. | 7,265 | $220K | 0.0% | N/A | 0.103% | |
| 2/6/2025 | Raymond James Financial Inc. | 379,276 | $11.49M | 0.0% | N/A | 5.380% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 18,546 | $562K | 0.0% | -30.4% | 0.263% | |
| 2/5/2025 | Whipplewood Advisors LLC | 31,290 | $948K | 0.5% | N/A | 0.444% | |
| 2/4/2025 | Mengis Capital Management Inc. | 23,151 | $701K | 0.1% | +1.9% | 0.328% | |
| 2/3/2025 | Turning Point Benefit Group Inc. | 7,134 | $209K | 0.2% | N/A | 0.101% | |
| 1/31/2025 | Truist Financial Corp | 23,039 | $698K | 0.0% | -45.8% | 0.327% | |
| 1/31/2025 | Sierra Ocean LLC | 3,080 | $93K | 0.1% | N/A | 0.044% | |
| 1/30/2025 | JNBA Financial Advisors | 35,377 | $1.07M | 0.1% | -11.3% | 0.502% | |
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| 1/29/2025 | Savant Capital LLC | 7,338 | $222K | 0.0% | N/A | 0.104% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 107,019 | $3.24M | 0.0% | -48.4% | 1.518% | |
| 1/17/2025 | Planned Solutions Inc. | 14,480 | $439K | 0.2% | -35.6% | 0.205% | |
| 1/16/2025 | Koshinski Asset Management Inc. | 18,231 | $552K | 0.0% | -7.9% | 0.259% | |
| 1/13/2025 | Marcum Wealth LLC | 6,960 | $211K | 0.0% | -50.5% | 0.099% | |
| 1/13/2025 | BCS Wealth Management | 14,005 | $424K | 0.1% | -21.7% | 0.199% | |
| 12/26/2024 | JPMorgan Chase & Co. | 40,890 | $1.43M | 0.0% | +19.5% | 0.580% | |
| 11/15/2024 | Stifel Financial Corp | 53,902 | $1.89M | 0.0% | +0.9% | 0.765% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 19,736 | $692K | 0.0% | -3.5% | 0.280% | |
| 11/8/2024 | First Horizon Advisors Inc. | 2,200 | $77K | 0.0% | N/A | 0.031% | |
| 11/6/2024 | Mengis Capital Management Inc. | 22,720 | $796K | 0.2% | +11.6% | 0.322% | |
| 11/1/2024 | Source Financial Advisors LLC | 15,491 | $543K | 0.2% | -5.6% | 0.220% | |
| 10/31/2024 | JNBA Financial Advisors | 39,870 | $1.40M | 0.1% | -47.3% | 0.566% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 207,341 | $7.27M | 0.0% | -2.4% | 2.941% | |
| 10/18/2024 | Raymond James & Associates | 803,506 | $28.16M | 0.0% | -1.0% | 11.397% | |
| 10/11/2024 | Kathleen S. Wright Associates Inc. | 34,782 | $1.22M | 0.5% | -14.6% | 0.493% | |
| 10/10/2024 | Koshinski Asset Management Inc. | 19,788 | $693K | 0.1% | -4.7% | 0.281% | |
| 9/20/2024 | Anchor Investment Management LLC | 4,040 | $127K | 0.0% | -55.3% | 0.057% | |
| 8/30/2024 | Creekside Partners | 11,967 | $375K | 0.2% | N/A | 0.170% | |
| 8/28/2024 | RiverFront Investment Group LLC | 1,229,731 | $38.55M | 1.0% | +9.3% | 17.443% | |
| 8/21/2024 | Truist Financial Corp | 48,067 | $1.51M | 0.0% | +0.9% | 0.682% | |
| 8/14/2024 | Treynor Bancshares Inc. | 19,361 | $607K | 0.6% | -69.4% | 0.275% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,767,010 | $55.40M | 0.0% | +2.4% | 25.064% | |
| 8/6/2024 | First Foundation Advisors | 52,130 | $1.63M | 0.1% | -9.2% | 0.739% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 18,649 | $585K | 0.0% | N/A | 0.265% | |
| 7/19/2024 | Raymond James & Associates | 811,674 | $25.45M | 0.0% | +3.5% | 11.513% | |
| 7/16/2024 | BCS Wealth Management | 17,844 | $559K | 0.3% | +3.8% | 0.253% | |
| 7/15/2024 | Lionsbridge Wealth Management LLC | 21,850 | $685K | 0.5% | N/A | 0.310% | |
| 7/2/2024 | Marcum Wealth LLC | 14,165 | $444K | 0.0% | -2.5% | 0.201% | |
| 5/17/2024 | Comerica Bank | 10,190 | $317K | 0.0% | +155.6% | 0.145% | |
| 5/10/2024 | First Foundation Advisors | 57,385 | $1.79M | 0.1% | +0.9% | 0.814% | |
| 5/2/2024 | RiverFront Investment Group LLC | 1,125,173 | $35.01M | 1.0% | +12.0% | 15.960% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 224,977 | $7.00M | 0.0% | +1.5% | 3.191% | |
| 5/1/2024 | Source Financial Advisors LLC | 16,225 | $505K | 0.2% | -44.4% | 0.230% | |
| 4/26/2024 | JNBA Financial Advisors | 79,165 | $2.46M | 0.3% | -13.3% | 1.123% | |
| 4/22/2024 | Raymond James & Associates | 784,533 | $24.41M | 0.0% | +2.8% | 11.128% | |
| 4/17/2024 | Kathleen S. Wright Associates Inc. | 43,419 | $1.35M | 0.6% | -4.0% | 0.616% | |
| 4/10/2024 | Marcum Wealth LLC | 14,535 | $452K | 0.0% | +13.0% | 0.191% | |
| 2/12/2024 | Boston Family Office LLC | 10,485 | $327K | 0.0% | -23.6% | 0.138% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 32,099 | $1M | 0.0% | -56.7% | 0.422% | |
| 2/8/2024 | Financial Advocates Investment Management | 6,864 | $214K | 0.0% | N/A | 0.090% | |
| 2/8/2024 | FCA Corp TX | 33,866 | $1.06M | 0.4% | N/A | 0.446% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 221,679 | $6.90M | 0.0% | +1.3% | 2.917% | |
| 2/8/2024 | JNBA Financial Advisors | 91,334 | $2.84M | 0.3% | -6.7% | 1.202% | |
| 2/5/2024 | RiverFront Investment Group LLC | 1,004,666 | $31.29M | 1.0% | +2.5% | 13.219% | |
| 2/2/2024 | Truist Financial Corp | 65,132 | $2.03M | 0.0% | -15.6% | 0.857% | |
| 2/1/2024 | Kathleen S. Wright Associates Inc. | 45,222 | $1.41M | 0.7% | +5.6% | 0.595% | |
| 1/18/2024 | Planned Solutions Inc. | 38,124 | $1.19M | 0.6% | N/A | 0.502% | |
| 1/16/2024 | Raymond James & Associates | 762,894 | $23.76M | 0.0% | -4.9% | 10.038% | |
| 1/16/2024 | Lionsbridge Wealth Management LLC | 24,844 | $774K | 0.6% | +1.9% | 0.327% | |
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| 1/12/2024 | Cedar Brook Financial Partners LLC | 18,925 | $575K | 0.1% | +22.0% | 0.249% | |
| 1/11/2024 | BCS Wealth Management | 17,047 | $531K | 0.2% | +5.9% | 0.224% | |
| 1/11/2024 | Source Financial Advisors LLC | 29,186 | $909K | 0.3% | -2.2% | 0.384% | |
| 1/10/2024 | Marcum Wealth LLC | 12,861 | $400K | 0.0% | -19.3% | 0.169% | |
| 1/2/2024 | Anchor Investment Management LLC | 8,630 | $269K | 0.0% | N/A | 0.114% | |
| 11/16/2023 | First Foundation Advisors | 48,993 | $1.46M | 0.1% | +180.6% | 0.645% | |
| 11/13/2023 | LPL Financial LLC | 272,537 | $8.13M | 0.0% | +15.7% | 3.586% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 1,742,342 | $51.98M | 0.0% | +166.1% | 22.926% | |
| 11/8/2023 | Sequoia Financial Advisors LLC | 8,656 | $258K | 0.0% | -26.4% | 0.114% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 218,757 | $6.53M | 0.0% | -3.2% | 2.878% | |
