| 5/16/2025 | American Trust | 11,328 | $265K | 0.1% | +5.3% | 0.012% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,444,458 | $33.76M | 0.2% | -6.7% | 1.583% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 1,163,718 | $27.20M | 0.3% | -7.0% | 1.275% | |
| 5/15/2025 | Baird Financial Group Inc. | 213,609 | $4.99M | 0.0% | -3.4% | 0.234% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 13,886 | $325K | 0.0% | -67.7% | 0.015% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 86,385 | $2.02M | 0.0% | +98.6% | 0.095% | |
| 5/13/2025 | Boston Family Office LLC | 74,200 | $1.73M | 0.1% | -54.0% | 0.081% | |
| 5/12/2025 | Scissortail Wealth Management LLC | 508,067 | $11.87M | 3.1% | +9.1% | 0.557% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 322,973 | $7.55M | 5.6% | -15.6% | 0.354% | |
| 5/8/2025 | Bank of Jackson Hole Trust | 2,891 | $68K | 0.0% | +60.3% | 0.003% | |
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| 5/7/2025 | Portland Global Advisors LLC | 99,363 | $2.32M | 0.3% | +10.7% | 0.109% | |
| 5/7/2025 | GLOBALT Investments LLC GA | 201,650 | $4.71M | 0.2% | -9.3% | 0.221% | |
| 5/6/2025 | AllSquare Wealth Management LLC | 10,004 | $234K | 0.1% | -7.0% | 0.011% | |
| 5/5/2025 | Archer Investment Corp | 145,189 | $3.39M | 0.9% | +21.0% | 0.159% | |
| 5/1/2025 | Gould Asset Management LLC CA | 88,112 | $2.06M | 0.4% | +5.2% | 0.097% | |
| 5/1/2025 | Hughes Financial Services LLC | 40,134 | $935K | 0.2% | +19.5% | 0.044% | |
| 4/30/2025 | Leavell Investment Management Inc. | 270,075 | $6.31M | 0.3% | -0.4% | 0.296% | |
| 4/30/2025 | 49 Wealth Management LLC | 304,868 | $7.13M | 0.9% | -2.6% | 0.334% | |
| 4/29/2025 | Strategic Blueprint LLC | 448,858 | $10.49M | 0.6% | +2.1% | 0.471% | |
| 4/28/2025 | Private Trust Co. NA | 14,004 | $327K | 0.0% | +4.1% | 0.015% | |
| 4/25/2025 | Washington Trust Advisors Inc. | 35,842 | $838K | 0.1% | N/A | 0.038% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 9,077 | $212K | 0.1% | -32.3% | 0.010% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 96,464 | $2.25M | 0.4% | +104.1% | 0.101% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 190,781 | $4.46M | 0.3% | -1.3% | 0.200% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 23,765 | $555K | 0.2% | +46.0% | 0.025% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 25,535 | $597K | 0.3% | -6.2% | 0.027% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 200,580 | $4.69M | 0.0% | +1.1% | 0.210% | |
| 4/22/2025 | Crews Bank & Trust | 22,065 | $516K | 0.1% | -5.0% | 0.023% | |
| 4/22/2025 | RFP Financial Group LLC | 25,777 | $602K | 0.2% | N/A | 0.027% | |
| 4/21/2025 | True Link Financial Advisors LLC | 106,103 | $2.48M | 0.2% | +36.1% | 0.111% | |
| 4/21/2025 | PSI Advisors LLC | 236,190 | $5.52M | 1.8% | -4.8% | 0.248% | |
| 4/17/2025 | Montecito Bank & Trust | 51,743 | $1.21M | 0.2% | +13.7% | 0.054% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 302,120 | $7.06M | 0.0% | +28.0% | 0.317% | |
| 4/17/2025 | Rebalance LLC | 68,277 | $1.60M | 0.1% | N/A | 0.072% | |
| 4/16/2025 | Byrne Asset Management LLC | 1,121 | $26K | 0.0% | N/A | 0.001% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 325,223 | $7.60M | 1.0% | -5.6% | 0.341% | |
| 4/14/2025 | Farther Finance Advisors LLC | 5,979 | $139K | 0.0% | -13.3% | 0.006% | |
| 4/10/2025 | Horizons Wealth Management | 41,628 | $973K | 0.7% | -1.4% | 0.044% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 27,215 | $635K | 0.3% | N/A | 0.028% | |
| 2/18/2025 | 49 Wealth Management LLC | 313,005 | $7.30M | 1.0% | +47.7% | 0.320% | |
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| 2/18/2025 | Novem Group | 59,796 | $1.39M | 0.2% | N/A | 0.061% | |
| 2/17/2025 | Captrust Financial Advisors | 1,851,301 | $43.17M | 0.1% | -26.9% | 1.895% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 17,650 | $412K | 0.0% | N/A | 0.018% | |
| 2/17/2025 | Baird Financial Group Inc. | 221,025 | $5.15M | 0.0% | +27.9% | 0.226% | |
| 2/17/2025 | Ameriprise Financial Inc. | 223,204 | $5.21M | 0.0% | +23.7% | 0.228% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 49,142 | $1.15M | 0.0% | -27.1% | 0.050% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 1,251,806 | $29.19M | 0.3% | +13.4% | 1.281% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 163,969 | $3.82M | 0.0% | +35.9% | 0.168% | |
| 2/12/2025 | Boston Family Office LLC | 161,452 | $3.77M | 0.3% | +5.8% | 0.165% | |
| 2/12/2025 | Portland Global Advisors LLC | 89,781 | $2.09M | 0.3% | +16.0% | 0.092% | |
| 2/12/2025 | JPMorgan Chase & Co. | 13,955 | $325K | 0.0% | +342.2% | 0.014% | |
| 2/11/2025 | TIAA Trust National Association | 10,000 | $233K | 0.0% | N/A | 0.010% | |
| 2/11/2025 | OLD Point Trust & Financial Services N A | 1,600 | $37K | 0.0% | N/A | 0.002% | |
| 2/11/2025 | Atlantic Private Wealth LLC | 382,633 | $8.92M | 6.7% | +48.5% | 0.392% | |
| 2/10/2025 | GLOBALT Investments LLC GA | 222,300 | $5.18M | 0.2% | -91.1% | 0.228% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 335,838 | $7.83M | 1.8% | +10.7% | 0.344% | |
| 2/10/2025 | Hills Bank & Trust Co | 2,168,442 | $50.57M | 3.8% | +2.4% | 2.219% | |
| 2/10/2025 | Hughes Financial Services LLC | 33,597 | $783K | 0.2% | N/A | 0.034% | |
| 2/10/2025 | Farther Finance Advisors LLC | 6,900 | $161K | 0.0% | -86.9% | 0.007% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 6,291 | $147K | 0.0% | N/A | 0.006% | |
| 2/3/2025 | Transcend Capital Advisors LLC | 193,325 | $4.51M | 0.3% | -21.5% | 0.198% | |
| 1/31/2025 | Bank of Jackson Hole Trust | 1,803 | $42K | 0.0% | N/A | 0.002% | |
| 1/29/2025 | Leavell Investment Management Inc. | 271,233 | $6.33M | 0.3% | +25.3% | 0.278% | |
| 1/28/2025 | Barrett & Company Inc. | 38,730 | $903K | 0.4% | +8.2% | 0.040% | |
| 1/28/2025 | Archer Investment Corp | 120,017 | $2.80M | 0.7% | +2,981.3% | 0.123% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 344,505 | $8.03M | 1.0% | N/A | 0.353% | |
| 1/24/2025 | Costello Asset Management INC | 13,313 | $310K | 0.2% | +114.4% | 0.014% | |
| 1/23/2025 | RVW Wealth LLC | 21,474 | $501K | 0.0% | -18.0% | 0.022% | |
| 1/23/2025 | Crews Bank & Trust | 23,215 | $541K | 0.1% | N/A | 0.024% | |
| 1/23/2025 | Strategic Blueprint LLC | 439,715 | $10.25M | 0.6% | +17.7% | 0.450% | |
| 1/22/2025 | Klaas Financial Asset Advisors LLC | 47,262 | $1.10M | 0.2% | +37.4% | 0.048% | |
| 1/21/2025 | Montecito Bank & Trust | 45,493 | $1.06M | 0.2% | -17.9% | 0.047% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 235,986 | $5.50M | 0.0% | +14.3% | 0.242% | |
| 1/16/2025 | True Link Financial Advisors LLC | 77,987 | $1.82M | 0.2% | +102.5% | 0.080% | |
| 1/14/2025 | Pinnacle Bancorp Inc. | 16,275 | $380K | 0.1% | +9.6% | 0.017% | |
| 1/13/2025 | PSI Advisors LLC | 248,072 | $5.79M | 1.7% | +31.0% | 0.254% | |
| 1/7/2025 | Horizons Wealth Management | 42,209 | $984K | 0.8% | +4.2% | 0.043% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,156 | $74K | 0.0% | -71.1% | 0.003% | |
| 11/29/2024 | American Trust | 10,757 | $252K | 0.0% | N/A | 0.011% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 67,396 | $1.58M | 0.0% | N/A | 0.069% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 1,103,491 | $25.84M | 0.3% | +17.3% | 1.129% | |
| 11/14/2024 | Flow Traders U.S. LLC | 111,594 | $2.61M | 0.1% | -0.8% | 0.114% | |
| 11/14/2024 | Captrust Financial Advisors | 2,533,742 | $59.34M | 0.2% | -83.5% | 2.593% | |
| 11/13/2024 | Boston Family Office LLC | 152,549 | $3.57M | 0.2% | -4.1% | 0.156% | |
| 11/12/2024 | 49 Wealth Management LLC | 211,988 | $4.97M | 0.8% | N/A | 0.217% | |
| 11/7/2024 | GLOBALT Investments LLC GA | 2,506,964 | $58.71M | 2.2% | -5.4% | 2.566% | |
| 11/6/2024 | Archer Investment Corp | 3,895 | $91K | 0.0% | +40.0% | 0.004% | |
| 11/6/2024 | Dearborn Partners LLC | 16,703 | $391K | 0.0% | N/A | 0.017% | |
| 11/5/2024 | Mascoma Wealth Management LLC | 13,398 | $314K | 0.1% | +47.6% | 0.014% | |
| 11/1/2024 | Leavell Investment Management Inc. | 216,504 | $5.07M | 0.3% | +36.8% | 0.222% | |
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| 10/29/2024 | Janney Montgomery Scott LLC | 206,523 | $4.84M | 0.0% | +1.5% | 0.211% | |
| 10/29/2024 | Princeton Global Asset Management LLC | 10,083 | $236K | 0.0% | +9.3% | 0.010% | |
| 10/29/2024 | Farther Finance Advisors LLC | 52,762 | $1.24M | 0.0% | +11.2% | 0.054% | |
| 10/28/2024 | Hills Bank & Trust Co | 2,117,812 | $49.60M | 3.7% | +2.4% | 2.168% | |
| 10/25/2024 | Strategic Blueprint LLC | 373,588 | $8.75M | 0.5% | +58.2% | 0.382% | |
| 10/25/2024 | True Link Financial Advisors LLC | 38,505 | $902K | 0.1% | N/A | 0.039% | |
| 10/23/2024 | Klaas Financial Asset Advisors LLC | 34,401 | $806K | 0.1% | -25.0% | 0.035% | |
| 10/23/2024 | PSI Advisors LLC | 189,404 | $4.44M | 1.3% | +3.6% | 0.194% | |
| 10/22/2024 | Eastern Bank | 5,668 | $133K | 0.0% | N/A | 0.006% | |
| 10/9/2024 | Pinnacle Bancorp Inc. | 14,843 | $348K | 0.1% | -11.6% | 0.015% | |
