| 8/15/2025 | Captrust Financial Advisors | 51,048 | $2.38M | 0.0% | +1.3% | 0.682% | |
| 8/12/2025 | JPMorgan Chase & Co. | 14,487 | $674K | 0.0% | +2.1% | 0.193% | |
| 8/4/2025 | Arkadios Wealth Advisors | 6,175 | $287K | 0.0% | +5.1% | 0.082% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 20,914 | $974K | 0.2% | +3.8% | 0.278% | |
| 7/23/2025 | Venturi Wealth Management LLC | 9,184 | $427K | 0.0% | +8.8% | 0.121% | |
| 7/2/2025 | LVM Capital Management Ltd. MI | 139,379 | $6.49M | 0.7% | +2.2% | 1.758% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 4,495 | $209K | 0.0% | N/A | 0.057% | |
| 5/8/2025 | Arkadios Wealth Advisors | 5,875 | $273K | 0.0% | N/A | 0.074% | |
| 4/28/2025 | Private Trust Co. NA | 1,013 | $47K | 0.0% | N/A | 0.013% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 2,118 | $98K | 0.0% | -25.3% | 0.026% | |
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| 4/23/2025 | Team Financial Group LLC | 17,839 | $830K | 0.5% | -67.7% | 0.217% | |
| 4/21/2025 | ORG Partners LLC | 2,696 | $126K | 0.0% | +242.1% | 0.033% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 20,142 | $937K | 0.2% | -10.3% | 0.246% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 14,122 | $657K | 0.1% | -11.6% | 0.172% | |
| 4/9/2025 | NBC Securities Inc. | 1,511 | $70K | 0.0% | N/A | 0.018% | |
| 4/8/2025 | LVM Capital Management Ltd. MI | 136,317 | $6.34M | 0.7% | +0.9% | 1.662% | |
| 2/18/2025 | Sunbelt Securities Inc. | 6,275 | $320K | 0.0% | +5.9% | 0.070% | |
| 2/12/2025 | JPMorgan Chase & Co. | 13,329 | $683K | 0.0% | +13.8% | 0.149% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 2,117 | $108K | 0.0% | N/A | 0.024% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,235 | $63K | 0.0% | +39.5% | 0.014% | |
| 1/24/2025 | Princeton Global Asset Management LLC | 22,455 | $1.15M | 0.2% | +6.9% | 0.245% | |
| 1/21/2025 | Team Financial Group LLC | 55,231 | $2.83M | 1.7% | -44.0% | 0.609% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 4,038 | $207K | 0.0% | N/A | 0.045% | |
| 1/10/2025 | LVM Capital Management Ltd. MI | 135,035 | $6.92M | 0.7% | +5.7% | 1.484% | |
| 1/10/2025 | ORG Partners LLC | 788 | $40K | 0.0% | N/A | 0.009% | |
| 12/26/2024 | JPMorgan Chase & Co. | 11,712 | $604K | 0.0% | -41.4% | 0.144% | |
| 11/18/2024 | Sunbelt Securities Inc. | 5,925 | $305K | 0.0% | +64.8% | 0.073% | |
| 10/30/2024 | United Advisor Group LLC | 70,181 | $3.62M | 0.8% | +27.8% | 0.862% | |
| 10/29/2024 | Princeton Global Asset Management LLC | 21,002 | $1.08M | 0.2% | +23.9% | 0.258% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 2,838 | $146K | 0.0% | -37.1% | 0.035% | |
| 10/23/2024 | Team Financial Group LLC | 98,640 | $5.08M | 3.1% | -17.7% | 1.212% | |
| 10/5/2024 | Harbor Investment Advisory LLC | 15,970 | $823K | 0.1% | +10.6% | 0.197% | |
| 8/16/2024 | Sunbelt Securities Inc. | 3,595 | $169K | 0.0% | +74.5% | 0.046% | |
| 8/14/2024 | Team Financial Group LLC | 119,821 | $5.65M | 3.8% | -13.1% | 1.548% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 16,426 | $815K | 0.1% | -23.2% | 0.232% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 591 | $28K | 0.0% | N/A | 0.009% | |
| 1/26/2024 | Harbor Investment Advisory LLC | 21,399 | $1.02M | 0.1% | +37.7% | 0.315% | |
| 1/12/2024 | LVM Capital Management Ltd. MI | 109,255 | $5.18M | 0.7% | +10.9% | 1.631% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 2,453 | $116K | 0.0% | +38.1% | 0.037% | |
| 12/11/2023 | Sunbelt Securities Inc. | 912 | $38K | 0.0% | +55.9% | 0.014% | |
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| 11/3/2023 | ORG Partners LLC | 3,023 | $124K | 0.0% | N/A | 0.046% | |
| 10/27/2023 | Princeton Global Asset Management LLC | 11,477 | $473K | 0.1% | -8.1% | 0.177% | |
| 10/13/2023 | Harbor Investment Advisory LLC | 15,539 | $640K | 0.1% | +35.7% | 0.244% | |
| 10/10/2023 | LVM Capital Management Ltd. MI | 98,555 | $4.06M | 0.6% | +7.4% | 1.545% | |
| 8/4/2023 | Princeton Global Asset Management LLC | 12,490 | $530K | 0.2% | -2.6% | 0.219% | |
| 8/2/2023 | Waverton Investment Management Ltd | 20,990 | $976K | 0.0% | -2.1% | 0.368% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 1,444 | $61K | 0.0% | +113.0% | 0.026% | |
| 7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,081 | $88K | 0.0% | +13.1% | 0.037% | |
| 7/14/2023 | Harbor Investment Advisory LLC | 11,449 | $486K | 0.1% | +16.0% | 0.203% | |
| 7/7/2023 | LVM Capital Management Ltd. MI | 91,806 | $3.90M | 0.5% | +5.9% | 1.631% | |
| 5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,840 | $76K | 0.0% | N/A | 0.034% | |
| 4/24/2023 | Asset Dedication LLC | 6,424 | $267K | 0.0% | +23.1% | 0.120% | |
| 4/20/2023 | Princeton Global Asset Management LLC | 12,817 | $533K | 0.2% | +4.9% | 0.240% | |
| 4/17/2023 | LVM Capital Management Ltd. MI | 86,696 | $3.60M | 0.5% | +20.8% | 1.624% | |
| 4/12/2023 | Private Trust Co. NA | 689 | $29K | 0.0% | N/A | 0.013% | |
| 2/10/2023 | CoreCap Advisors LLC | 1,408 | $57K | 0.0% | N/A | 0.026% | |
| 2/2/2023 | Waverton Investment Management Ltd | 21,440 | $943K | 0.0% | -4.9% | 0.403% | |
| 1/24/2023 | Harbor Investment Advisory LLC | 9,873 | $397K | 0.1% | +493.0% | 0.186% | |
| 1/18/2023 | Well Done LLC | 17,775 | $715K | 0.2% | N/A | 0.335% | |
| 1/3/2023 | LVM Capital Management Ltd. MI | 71,776 | $2.89M | 0.4% | +11.4% | 1.421% | |
| 11/15/2022 | Flow Traders U.S. LLC | 11,479 | $413K | 0.0% | N/A | 0.227% | |
| 11/14/2022 | Princeton Global Asset Management LLC | 12,217 | $439K | 0.2% | -5.2% | 0.242% | |
| 11/1/2022 | Harbor Investment Advisory LLC | 1,665 | $60K | 0.0% | N/A | 0.033% | |
| 10/5/2022 | LVM Capital Management Ltd. MI | 64,426 | $2.32M | 0.4% | +37.1% | 1.228% | |
| 9/16/2022 | Private Trust Co. NA | 1,739 | $69K | 0.0% | N/A | 0.033% | |
| 8/11/2022 | CoreCap Advisors LLC | 3,614 | $143K | 0.0% | -20.3% | 0.069% | |
| 8/4/2022 | Princeton Global Asset Management LLC | 12,892 | $512K | 0.2% | -4.6% | 0.247% | |
| 7/29/2022 | Patriot Financial Group Insurance Agency LLC | 4,217 | $167K | 0.0% | +84.3% | 0.079% | |
| 7/20/2022 | Cadence Bank NA | 7,116 | $283K | 0.1% | -5.1% | 0.135% | |
| 7/14/2022 | LVM Capital Management Ltd. MI | 46,983 | $1.87M | 0.3% | +9.1% | 0.900% | |
| 7/13/2022 | Waverton Investment Management Ltd | 22,540 | $1.01M | 0.0% | +2.0% | 0.432% | |
| 5/11/2022 | Patriot Financial Group Insurance Agency LLC | 2,288 | $102K | 0.0% | +31.5% | 0.045% | |
| 5/6/2022 | Princeton Global Asset Management LLC | 13,509 | $603K | 0.2% | -4.4% | 0.265% | |
| 4/21/2022 | Asset Dedication LLC | 5,152 | $229K | 0.0% | +6.9% | 0.102% | |
| 4/18/2022 | Cadence Bank NA | 7,497 | $335K | 0.1% | +8.5% | 0.148% | |
| 4/13/2022 | LVM Capital Management Ltd. MI | 43,073 | $1.92M | 0.3% | +5.3% | 0.852% | |
| 2/10/2022 | Linscomb & Williams Inc. | 226,260 | $10.77M | 0.5% | -8.8% | 4.585% | |
| 2/7/2022 | Waverton Investment Management Ltd | 22,020 | $1.17M | 0.0% | +7.1% | 0.446% | |
| 2/2/2022 | Princeton Global Asset Management LLC | 14,134 | $673K | 0.2% | +5.9% | 0.286% | |
| 1/28/2022 | Amplius Wealth Advisors LLC | 3,000 | $142K | 0.0% | N/A | 0.064% | |
| 1/24/2022 | Private Wealth Strategies L.L.C. | 236,043 | $11.23M | 2.6% | +4.5% | 5.038% | |
| 1/19/2022 | Cadence Bank NA | 6,912 | $329K | 0.1% | -9.2% | 0.149% | |
| 1/4/2022 | LVM Capital Management Ltd. MI | 40,898 | $1.95M | 0.3% | -3.4% | 0.892% | |
| 11/24/2021 | Patriot Financial Group Insurance Agency LLC | 1,671 | $74K | 0.0% | +21.0% | 0.036% | |
| 11/15/2021 | Flow Traders U.S. LLC | 16,463 | $730K | 0.0% | -2.7% | 0.364% | |
| 11/3/2021 | Linscomb & Williams Inc. | 248,054 | $11.01M | 0.6% | -4.0% | 5.506% | |
| 11/3/2021 | Princeton Global Asset Management LLC | 592 | $59K | 0.2% | -95.6% | 0.013% | |
| 11/2/2021 | Parallel Advisors LLC | 627 | $28K | 0.0% | -57.4% | 0.014% | |
| 10/22/2021 | Cadence Bank NA | 7,609 | $337K | 0.1% | -7.4% | 0.170% | |
| 10/19/2021 | Ellevest Inc. | 908 | $40K | 0.0% | -26.0% | 0.021% | |
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| 10/18/2021 | Asset Dedication LLC | 4,602 | $204K | 0.0% | +8.0% | 0.108% | |
| 10/18/2021 | Waverton Investment Management Ltd | 20,560 | $1.10M | 0.0% | +5.0% | 0.481% | |
| 10/8/2021 | Creative Financial Designs Inc. ADV | 696 | $31K | 0.0% | +67.3% | 0.016% | |
| 8/24/2021 | Flow Traders U.S. LLC | 16,928 | $787K | 0.0% | N/A | 0.392% | |
| 8/13/2021 | Steward Partners Investment Advisory LLC | 3,775 | $175K | 0.0% | -9.1% | 0.087% | |
| 8/10/2021 | Linscomb & Williams Inc. | 258,487 | $12.01M | 0.6% | -2.5% | 5.963% | |
| 8/6/2021 | Parallel Advisors LLC | 1,471 | $68K | 0.0% | N/A | 0.034% | |
| 8/4/2021 | Princeton Global Asset Management LLC | 13,480 | $626K | 0.2% | +32.4% | 0.310% | |
| 8/2/2021 | Waverton Investment Management Ltd | 19,590 | $1.07M | 0.0% | +20.0% | 0.449% | |
| 8/1/2021 | Patriot Financial Group Insurance Agency LLC | 1,381 | $64K | 0.0% | -24.4% | 0.032% | |
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