| 8/7/2025 | Addison Advisors LLC | 25,180 | $616K | 0.2% | +14.8% | 0.547% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 276,159 | $6.76M | 0.2% | +12.1% | 6.003% | |
| 8/1/2025 | Clark Asset Management LLC | 30,333 | $743K | 0.1% | -9.9% | 0.659% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 21,854 | $535K | 0.0% | N/A | 0.475% | |
| 8/1/2025 | First Command Advisory Services Inc. | 5,235 | $128K | 0.0% | +23.9% | 0.114% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 33,718 | $825K | 0.0% | -33.1% | 0.733% | |
| 7/29/2025 | MB Levis & Associates LLC | 60,474 | $1.48M | 0.7% | +17.2% | 1.315% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 96,218 | $2.36M | 0.1% | +191.5% | 2.092% | |
| 7/25/2025 | Bill Few Associates Inc. | 14,220 | $348K | 0.1% | +20.3% | 0.309% | |
| 7/21/2025 | Precedent Wealth Partners LLC | 117,137 | $2.87M | 0.7% | +13.1% | 2.662% | |
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| 7/10/2025 | Sterling Financial Group Inc. | 54,584 | $1.34M | 0.4% | -0.8% | 1.241% | |
| 7/1/2025 | Confluence Investment Management LLC | 124,352 | $3.04M | 0.0% | -1.9% | 2.961% | |
| 5/27/2025 | Jacobi Capital Management LLC | 9,103 | $224K | 0.0% | -11.9% | 0.217% | |
| 5/19/2025 | Jane Street Group LLC | 71,157 | $1.75M | 0.0% | -16.2% | 1.694% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 32,067 | $789K | 0.0% | -13.5% | 0.764% | |
| 5/14/2025 | Envision Financial Planning LLC | 170,095 | $4.18M | 2.1% | +1.6% | 4.050% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 16,840 | $414K | 0.0% | +172.5% | 0.401% | |
| 5/14/2025 | Kestra Advisory Services LLC | 75,442 | $1.86M | 0.0% | +1.9% | 1.796% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 12,204 | $300K | 0.1% | N/A | 0.291% | |
| 5/14/2025 | Capital Analysts LLC | 1,798 | $44K | 0.0% | +346.2% | 0.043% | |
| 5/13/2025 | HighTower Advisors LLC | 27,754 | $683K | 0.0% | -2.0% | 0.661% | |
| 5/12/2025 | Invesco Ltd. | 74,690 | $1.84M | 0.0% | +9.7% | 1.778% | |
| 5/7/2025 | MB Levis & Associates LLC | 51,619 | $1.27M | 0.6% | +4.1% | 1.229% | |
| 5/7/2025 | LPL Financial LLC | 414,623 | $10.20M | 0.0% | +36.3% | 9.872% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 246,315 | $6.06M | 0.4% | +12.3% | 5.865% | |
| 5/2/2025 | Larson Financial Group LLC | 5,086 | $125K | 0.0% | N/A | 0.121% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 33,013 | $812K | 0.0% | +34.8% | 0.786% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 50,375 | $1.24M | 0.0% | +12.1% | 1.199% | |
| 4/28/2025 | Clark Asset Management LLC | 33,664 | $828K | 0.1% | +36.0% | 0.802% | |
| 4/21/2025 | Avior Wealth Management LLC | 19,291 | $475K | 0.0% | -9.3% | 0.459% | |
| 4/17/2025 | Precedent Wealth Partners LLC | 103,589 | $2.55M | 0.7% | +62.1% | 2.466% | |
| 4/16/2025 | Sterling Financial Group Inc. | 55,034 | $1.35M | 0.5% | -31.7% | 1.342% | |
| 4/10/2025 | CGN Advisors LLC | 32,463 | $799K | 0.1% | +41.6% | 0.792% | |
| 4/1/2025 | Confluence Investment Management LLC | 126,794 | $3.12M | 0.0% | +940.7% | 3.337% | |
| 2/19/2025 | Toronto Dominion Bank | 64,287 | $1.61M | 0.0% | N/A | 1.692% | |
| 2/17/2025 | Toronto Dominion Bank | 64,287 | $1.61M | 0.0% | N/A | 1.692% | |
| 2/17/2025 | Citadel Advisors LLC | 28,501 | $715K | 0.0% | N/A | 0.750% | |
| 2/17/2025 | Bank of America Corp DE | 109,617 | $2.75M | 0.0% | +4.6% | 2.885% | |
| 2/14/2025 | Jane Street Group LLC | 84,909 | $2.13M | 0.0% | +24.2% | 2.234% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 37,053 | $930K | 0.0% | +181.6% | 0.975% | |
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| 2/13/2025 | Envision Financial Planning LLC | 167,494 | $4.20M | 2.2% | +2.0% | 4.408% | |
| 2/13/2025 | Raymond James Financial Inc. | 77,196 | $1.94M | 0.0% | N/A | 2.031% | |
| 2/13/2025 | Invesco Ltd. | 68,057 | $1.71M | 0.0% | -6.5% | 1.791% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 44,938 | $1.13M | 0.0% | +118.1% | 1.183% | |
| 2/13/2025 | Wells Fargo & Company MN | 310,178 | $7.78M | 0.0% | -3.1% | 8.163% | |
| 2/12/2025 | OLD Mission Capital LLC | 51,137 | $1.28M | 0.0% | N/A | 1.346% | |
| 2/12/2025 | StoneX Group Inc. | 24,664 | $619K | 0.0% | N/A | 0.649% | |
| 2/11/2025 | LPL Financial LLC | 304,183 | $7.63M | 0.0% | +40.4% | 8.005% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 22,906 | $575K | 0.0% | +1.8% | 0.603% | |
| 2/7/2025 | HighTower Advisors LLC | 28,316 | $710K | 0.0% | -1.4% | 0.745% | |
| 2/7/2025 | Atlantic Union Bankshares Corp | 219,372 | $5.50M | 0.3% | +37.5% | 5.773% | |
| 2/6/2025 | Opulen Financial Group LLC | 8,564 | $215K | 0.2% | N/A | 0.225% | |
| 2/6/2025 | Raymond James Financial Inc. | 77,196 | $1.94M | 0.0% | N/A | 2.031% | |
| 2/6/2025 | Jones Financial Companies Lllp | 2,007 | $50K | 0.0% | -34.8% | 0.053% | |
| 2/5/2025 | Jacobi Capital Management LLC | 10,332 | $259K | 0.0% | +5.6% | 0.279% | |
| 1/30/2025 | Principal Securities Inc. | 3,959 | $99K | 0.0% | N/A | 0.107% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 24,499 | $615K | 0.0% | +9.3% | 0.662% | |
| 1/23/2025 | Crews Bank & Trust | 7,850 | $197K | 0.0% | N/A | 0.212% | |
| 1/23/2025 | Asset Dedication LLC | 7,497 | $188K | 0.0% | +93.3% | 0.203% | |
| 1/21/2025 | Precedent Wealth Partners LLC | 63,907 | $1.60M | 0.5% | +6.9% | 1.727% | |
| 1/17/2025 | Avior Wealth Management LLC | 21,274 | $534K | 0.0% | +129.4% | 0.575% | |
| 1/15/2025 | CGN Advisors LLC | 22,931 | $575K | 0.1% | N/A | 0.620% | |
| 1/15/2025 | Sterling Financial Group Inc. | 80,544 | $2.02M | 0.8% | +35.1% | 2.177% | |
| 1/14/2025 | Global Financial Private Client LLC | 3,938 | $99K | 0.0% | N/A | 0.106% | |
| 1/2/2025 | Confluence Investment Management LLC | 12,184 | $306K | 0.0% | +3.5% | 0.381% | |
| 11/18/2024 | Hobbs Group Advisors LLC | 7,779 | $199K | 0.1% | +28.2% | 0.243% | |
| 11/15/2024 | Jane Street Group LLC | 68,382 | $1.75M | 0.0% | -45.9% | 2.137% | |
| 11/15/2024 | HighTower Advisors LLC | 28,721 | $733K | 0.0% | N/A | 0.898% | |
| 11/14/2024 | Captrust Financial Advisors | 13,389 | $343K | 0.0% | -27.1% | 0.418% | |
| 11/14/2024 | Atlantic Union Bankshares Corp | 159,528 | $4.09M | 0.2% | +42.6% | 4.985% | |
| 11/8/2024 | Avior Wealth Management LLC | 9,274 | $238K | 0.0% | N/A | 0.290% | |
| 11/7/2024 | Envision Financial Planning LLC | 164,177 | $4.21M | 2.2% | +2.5% | 5.131% | |
| 11/4/2024 | Addison Advisors LLC | 19,580 | $502K | 0.1% | +4.2% | 0.612% | |
| 10/29/2024 | Key Financial Inc | 34,608 | $887K | 0.2% | +11.9% | 1.082% | |
| 10/25/2024 | MONECO Advisors LLC | 10,862 | $278K | 0.0% | N/A | 0.339% | |
| 10/22/2024 | Sterling Financial Group Inc. | 59,611 | $1.53M | 0.7% | +20.2% | 1.863% | |
| 10/18/2024 | Precedent Wealth Partners LLC | 59,781 | $1.53M | 0.5% | +368.1% | 1.868% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 22,422 | $575K | 0.0% | +10.0% | 0.701% | |
| 10/16/2024 | Asset Dedication LLC | 3,879 | $99K | 0.0% | +17.0% | 0.121% | |
| 8/14/2024 | Bank of Montreal Can | 22,084 | $562K | 0.0% | -43.0% | 0.789% | |
| 8/6/2024 | Asset Dedication LLC | 3,314 | $84K | 0.0% | +30.0% | 0.118% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 17,602 | $444K | 0.0% | +9.8% | 0.629% | |
| 7/30/2024 | Key Financial Inc | 30,933 | $780K | 0.2% | +179.7% | 1.105% | |
| 7/26/2024 | First Command Advisory Services Inc. | 4,067 | $103K | 0.0% | +129.0% | 0.145% | |
| 7/25/2024 | Atlantic Union Bankshares Corp | 111,863 | $2.82M | 0.2% | +25.3% | 3.995% | |
| 7/23/2024 | Precedent Wealth Partners LLC | 12,771 | $322K | 0.1% | N/A | 0.456% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 6,066 | $153K | 0.1% | N/A | 0.217% | |
| 7/19/2024 | Raymond James & Associates | 63,695 | $1.61M | 0.0% | +9.1% | 2.275% | |
| 7/16/2024 | Bill Few Associates Inc. | 11,825 | $298K | 0.1% | +50.5% | 0.422% | |
| 7/15/2024 | Sterling Financial Group Inc. | 49,611 | $1.25M | 0.6% | -8.7% | 1.772% | |
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| 7/1/2024 | Confluence Investment Management LLC | 11,740 | $296K | 0.0% | -9.8% | 0.470% | |
| 5/17/2024 | Comerica Bank | 3,904 | $100K | 0.0% | +283.9% | 0.156% | |
| 5/16/2024 | Jane Street Group LLC | 166,241 | $4.24M | 0.0% | -28.8% | 6.650% | |
| 5/1/2024 | Envision Financial Planning LLC | 144,841 | $3.70M | 3.0% | +11.5% | 5.794% | |
| 4/16/2024 | Atlantic Union Bankshares Corp | 89,258 | $2.28M | 0.2% | +11.2% | 3.570% | |
| 4/10/2024 | Sterling Financial Group Inc. | 54,311 | $1.39M | 0.7% | +115.4% | 2.172% | |
| 4/1/2024 | Confluence Investment Management LLC | 13,011 | $332K | 0.0% | N/A | 0.620% | |
| 2/9/2024 | Wells Fargo & Company MN | 418,738 | $10.91M | 0.0% | +106.9% | 19.940% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 9,149 | $238K | 0.0% | N/A | 0.436% | |
| 2/2/2024 | Addison Advisors LLC | 12,684 | $331K | 0.1% | +6.0% | 0.604% | |
