| 8/15/2025 | BNP Paribas Financial Markets | 18,280 | $1.51M | 0.0% | -12.9% | 0.111% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 300 | $26K | 0.0% | N/A | 0.002% | |
| 8/12/2025 | JPMorgan Chase & Co. | 41,548 | $3.43M | 0.0% | +5,529.8% | 0.252% | |
| 8/7/2025 | FDx Advisors Inc. | 16,259 | $1.34M | 0.4% | -1.6% | 0.099% | |
| 8/5/2025 | Bank of New York Mellon Corp | 79,150 | $6.53M | 0.0% | +5.0% | 0.480% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 37,716 | $3.11M | 0.2% | N/A | 0.231% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 1,731 | $143K | 0.0% | N/A | 0.011% | |
| 7/23/2025 | WestEnd Advisors LLC | 1,855,227 | $153.15M | 3.8% | N/A | 11.382% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,686,001 | $139.18M | 0.4% | N/A | 10.344% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 3,872 | $287K | 0.1% | -16.1% | 0.072% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 3,570 | $264K | 0.0% | -14.7% | 0.066% | |
| 5/15/2025 | OLD Mission Capital LLC | 61,622 | $4.56M | 0.1% | N/A | 1.141% | |
| 5/6/2025 | Richardson Financial Services Inc. | 1,117 | $83K | 0.1% | -42.0% | 0.021% | |
| 5/6/2025 | Madison Asset Management LLC | 464,630 | $34.42M | 0.4% | +5.5% | 8.604% | |
| 5/1/2025 | FDx Advisors Inc. | 16,523 | $1.22M | 0.4% | -4.8% | 0.306% | |
| 4/29/2025 | Bank of New York Mellon Corp | 75,395 | $5.59M | 0.0% | -11.0% | 1.396% | |
| 2/17/2025 | Tolleson Wealth Management Inc. | 4,613 | $331K | 0.1% | -4.3% | 0.073% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,589 | $186K | 0.0% | -12.5% | 0.041% | |
| 2/10/2025 | Madison Investment Advisors LLC | 440,473 | $31.56M | 0.4% | N/A | 6.992% | |
| 2/4/2025 | Bank of New York Mellon Corp | 84,746 | $6.07M | 0.0% | +2.6% | 1.345% | |
| 1/31/2025 | Nicholas Hoffman & Company LLC. | 71,525 | $5.13M | 0.2% | -2.0% | 1.135% | |
| 12/26/2024 | JPMorgan Chase & Co. | 2,960 | $232K | 0.0% | +41.4% | 0.047% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 2,667 | $209K | 0.0% | N/A | 0.042% | |
| 11/14/2024 | Flow Traders U.S. LLC | 120,292 | $9.43M | 0.5% | N/A | 1.909% | |
| 11/13/2024 | BNP Paribas Financial Markets | 8,605 | $674K | 0.0% | N/A | 0.137% | |
| 11/5/2024 | FDx Advisors Inc. | 17,318 | $1.36M | 0.4% | -2.5% | 0.275% | |
| 10/25/2024 | Nicholas Hoffman & Company LLC. | 73,003 | $5.72M | 0.2% | -0.2% | 1.159% | |
| 8/13/2024 | Summit Trail Advisors LLC | 47,333 | $3.43M | 0.1% | -7.4% | 0.845% | |
| 8/7/2024 | Cahill Financial Advisors Inc. | 2,819 | $204K | 0.0% | N/A | 0.050% | |
| 8/3/2024 | Nicholas Hoffman & Company LLC. | 73,156 | $5.30M | 0.2% | +4.4% | 1.306% | |
| 8/2/2024 | FDx Advisors Inc. | 17,765 | $1.29M | 0.4% | -6.1% | 0.317% | |
| 7/26/2024 | Bank of New York Mellon Corp | 80,403 | $5.83M | 0.0% | -5.4% | 1.436% | |
| 5/17/2024 | Comerica Bank | 74,547 | $5.08M | 0.0% | -5.2% | 1.242% | |
| 5/14/2024 | OLD Mission Capital LLC | 86,975 | $5.92M | 0.1% | -52.4% | 1.450% | |
| 5/4/2024 | Richardson Financial Services Inc. | 1,936 | $132K | 0.1% | N/A | 0.032% | |
| 5/3/2024 | FDx Advisors Inc. | 18,925 | $1.29M | 0.2% | -5.5% | 0.315% | |
| 5/1/2024 | BNP Paribas Financial Markets | 8,841 | $602K | 0.0% | N/A | 0.147% | |
| 4/22/2024 | Nicholas Hoffman & Company LLC. | 70,103 | $4.78M | 0.2% | +5.3% | 1.168% | |
| 2/15/2024 | OLD Mission Capital LLC | 182,631 | $12.07M | 0.2% | -51.2% | 2.946% | |
| 2/12/2024 | Madison Asset Management LLC | 248,432 | $16.42M | 0.2% | +182.2% | 4.007% | |
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| 2/1/2024 | Nicholas Hoffman & Company LLC. | 66,545 | $4.40M | 0.3% | -17.6% | 1.073% | |
| 1/29/2024 | ORG Partners LLC | 435 | $29K | 0.0% | N/A | 0.007% | |
| 1/25/2024 | SOL Capital Management CO | 6,000 | $397K | 0.1% | +68.3% | 0.097% | |
| 11/6/2023 | Nicholas Hoffman & Company LLC. | 80,715 | $5.08M | 0.4% | +3.5% | 1.205% | |
| 11/2/2023 | FDx Advisors Inc. | 21,168 | $1.33M | 0.1% | -6.6% | 0.316% | |
| 11/1/2023 | Retirement Income Solutions Inc | 4,265 | $269K | 0.1% | -38.4% | 0.064% | |
| 10/24/2023 | Bank of New York Mellon Corp | 90,721 | $5.71M | 0.0% | N/A | 1.354% | |
| 10/19/2023 | SOL Capital Management CO | 3,565 | $224K | 0.0% | N/A | 0.053% | |
| 8/15/2023 | Independent Order of Foresters | 21,968 | $1.44M | 1.0% | +51.8% | 0.271% | |
| 8/14/2023 | Tolleson Wealth Management Inc. | 32,678 | $2.15M | 0.5% | -53.0% | 0.403% | |
| 8/9/2023 | Flow Traders U.S. LLC | 63,221 | $4.15M | 0.2% | -0.2% | 0.781% | |
| 8/2/2023 | MAI Capital Management | 8,663 | $569K | 0.0% | +17.9% | 0.107% | |
| 8/1/2023 | Madison Asset Management LLC | 37,477 | $2.46M | 0.0% | N/A | 0.463% | |
| 7/28/2023 | Retirement Income Solutions Inc | 6,927 | $455K | 0.1% | -15.3% | 0.086% | |
| 7/17/2023 | FDx Advisors Inc. | 22,668 | $1.49M | 0.1% | -58.8% | 0.280% | |
| 5/15/2023 | Flow Traders U.S. LLC | 63,372 | $4.21M | 0.2% | +58.7% | 0.728% | |
| 5/10/2023 | MAI Capital Management | 7,347 | $488K | 0.0% | -47.7% | 0.084% | |
| 5/5/2023 | Retirement Income Solutions Inc | 8,178 | $543K | 0.2% | N/A | 0.094% | |
| 5/4/2023 | Edge Capital Group LLC | 43,595 | $2.90M | 0.2% | +63.3% | 0.501% | |
| 4/27/2023 | Independent Order of Foresters | 14,473 | $962K | 0.7% | N/A | 0.166% | |
| 3/6/2023 | OLD Mission Capital LLC | 81,801 | $5.18M | 0.1% | -66.4% | 1.091% | |
| 2/10/2023 | FDx Advisors Inc. | 55,059 | $3.49M | 0.2% | -15.3% | 0.734% | |
| 2/9/2023 | MAI Capital Management | 14,036 | $889K | 0.0% | -16.1% | 0.187% | |
| 2/9/2023 | Mercer Global Advisors Inc. ADV | 47,042 | $2.98M | 0.0% | -30.5% | 0.627% | |
| 2/7/2023 | Edge Capital Group LLC | 26,695 | $1.69M | 0.1% | +11.3% | 0.356% | |
| 2/7/2023 | Summit Trail Advisors LLC | 57,401 | $3.64M | 0.2% | -27.4% | 0.765% | |
| 1/30/2023 | Hudson Value Partners LLC | 4,444 | $281K | 0.2% | N/A | 0.059% | |
| 11/15/2022 | Traynor Capital Management Inc. | 21,542 | $1.24M | 0.2% | N/A | 0.280% | |
| 11/15/2022 | Mercer Global Advisors Inc. ADV | 67,642 | $3.88M | 0.0% | -7.7% | 0.878% | |
| 11/15/2022 | Flow Traders U.S. LLC | 56,701 | $3.25M | 0.2% | +167.0% | 0.736% | |
| 11/14/2022 | OLD Mission Capital LLC | 243,654 | $13.98M | 0.4% | +396.3% | 3.164% | |
| 11/14/2022 | PFS Investments Inc. | 241,983 | $13.89M | 0.3% | -44.9% | 3.143% | |
| 11/10/2022 | FDx Advisors Inc. | 65,025 | $3.73M | 0.2% | -43.8% | 0.844% | |
| 11/10/2022 | Summit Trail Advisors LLC | 79,080 | $4.54M | 0.2% | -30.0% | 1.027% | |
| 11/8/2022 | Strategic Blueprint LLC | 8,485 | $487K | 0.1% | N/A | 0.110% | |
| 11/7/2022 | Tevis Investment Management | 1,472 | $84K | 0.1% | -49.9% | 0.019% | |
| 11/4/2022 | Nicholas Hoffman & Company LLC. | 22,727 | $1.30M | 0.1% | +40.1% | 0.295% | |
| 10/27/2022 | US Bancorp DE | 479 | $27K | 0.0% | -46.2% | 0.006% | |
| 10/20/2022 | Blue Fin Capital Inc. | 21,542 | $1.24M | 0.5% | -2.1% | 0.280% | |
| 9/2/2022 | Amundi | 5,700 | $374K | 0.0% | N/A | 0.062% | |
| 8/15/2022 | PFS Investments Inc. | 439,423 | $29.93M | 0.6% | +2.8% | 4.776% | |
| 8/13/2022 | Madison Asset Management LLC | 15,115 | $1.03M | 0.0% | +260.3% | 0.164% | |
| 8/13/2022 | Nicholas Hoffman & Company LLC. | 16,227 | $1.11M | 0.1% | N/A | 0.176% | |
| 8/13/2022 | Flow Traders U.S. LLC | 21,240 | $1.45M | 0.1% | -10.7% | 0.231% | |
| 8/11/2022 | JPMorgan Chase & Co. | 132,010 | $8.99M | 0.0% | -1.2% | 1.435% | |
| 8/10/2022 | MGO One Seven LLC | 3,870 | $264K | 0.0% | +25.6% | 0.042% | |
| 8/9/2022 | Lazard Asset Management LLC | 1,729 | $117K | 0.0% | +240.4% | 0.019% | |
| 8/9/2022 | Summit Trail Advisors LLC | 112,986 | $7.69M | 0.5% | +5.7% | 1.228% | |
| 8/8/2022 | Blue Fin Capital Inc. | 22,009 | $1.50M | 0.5% | -5.3% | 0.239% | |
| 8/8/2022 | Edge Capital Group LLC | 23,995 | $1.63M | 0.1% | -10.2% | 0.261% | |
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| 8/5/2022 | OLD Mission Capital LLC | 49,093 | $3.34M | 0.1% | -88.7% | 0.534% | |
| 8/3/2022 | FDx Advisors Inc. | 115,754 | $7.88M | 0.3% | -1.9% | 1.258% | |
| 7/28/2022 | Whittier Trust Co. | 570 | $39K | 0.0% | -47.9% | 0.006% | |
| 7/19/2022 | MAI Capital Management | 16,711 | $1.14M | 0.0% | +13.4% | 0.182% | |
| 5/19/2022 | Golden State Wealth Management LLC | 6,475 | $478K | 0.1% | -49.1% | 0.067% | |
| 5/16/2022 | Allstate Corp | 84,728 | $6.27M | 0.2% | N/A | 0.883% | |
| 5/16/2022 | Frontier Asset Management LLC | 1,121 | $83K | 0.1% | -98.9% | 0.012% | |
| 5/16/2022 | PFS Investments Inc. | 427,619 | $31.58M | 0.6% | +11.0% | 4.454% | |
| 5/12/2022 | Integrated Wealth Concepts LLC | 4,220 | $312K | 0.0% | +7.8% | 0.044% | |
| 5/12/2022 | Madison Asset Management LLC | 4,195 | $310K | 0.0% | +32.6% | 0.044% | |
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