| 5/16/2025 | NewEdge Advisors LLC | 1,850,602 | $42.45M | 0.2% | -8.3% | 2.295% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 1,248,141 | $28.63M | 0.3% | +0.5% | 1.548% | |
| 5/15/2025 | Titleist Asset Management LLC | 281,727 | $6.46M | 0.7% | N/A | 0.349% | |
| 5/15/2025 | Baird Financial Group Inc. | 309,764 | $7.11M | 0.0% | +0.8% | 0.384% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 16,630 | $381K | 0.0% | -64.2% | 0.021% | |
| 5/13/2025 | Boston Family Office LLC | 200,888 | $4.61M | 0.3% | +5.1% | 0.249% | |
| 5/12/2025 | Scissortail Wealth Management LLC | 484,001 | $11.10M | 2.9% | +839.1% | 0.600% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 129,431 | $2.97M | 2.2% | +3.3% | 0.160% | |
| 5/8/2025 | Bank of Jackson Hole Trust | 3,201 | $73K | 0.0% | +73.4% | 0.004% | |
| 5/7/2025 | Portland Global Advisors LLC | 101,288 | $2.32M | 0.3% | +10.2% | 0.126% | |
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| 5/6/2025 | Old Port Advisors | 111,478 | $2.56M | 0.8% | -40.5% | 0.138% | |
| 5/1/2025 | Hughes Financial Services LLC | 95,159 | $2.18M | 0.4% | +4.1% | 0.118% | |
| 4/30/2025 | Leavell Investment Management Inc. | 242,106 | $5.55M | 0.3% | +7.8% | 0.300% | |
| 4/29/2025 | Strategic Blueprint LLC | 281,115 | $6.45M | 0.4% | +27.3% | 0.350% | |
| 4/25/2025 | Washington Trust Advisors Inc. | 22,310 | $512K | 0.0% | N/A | 0.028% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 9,988 | $229K | 0.1% | -28.2% | 0.012% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 73,928 | $1.70M | 0.3% | +103.8% | 0.092% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 25,396 | $583K | 0.2% | +20.8% | 0.032% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 9,372 | $215K | 0.1% | +10.7% | 0.012% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 101,468 | $2.33M | 0.0% | +5.8% | 0.126% | |
| 4/22/2025 | Crews Bank & Trust | 18,425 | $423K | 0.1% | -4.7% | 0.023% | |
| 4/22/2025 | RFP Financial Group LLC | 25,729 | $590K | 0.2% | N/A | 0.032% | |
| 4/21/2025 | PSI Advisors LLC | 48,758 | $1.12M | 0.4% | -5.1% | 0.061% | |
| 4/17/2025 | Montecito Bank & Trust | 49,748 | $1.14M | 0.2% | +6.4% | 0.062% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 260,511 | $5.98M | 0.0% | +26.7% | 0.325% | |
| 4/17/2025 | Rebalance LLC | 69,664 | $1.60M | 0.1% | N/A | 0.087% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 3,500 | $80K | 0.0% | N/A | 0.004% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 1,200 | $28K | 0.0% | N/A | 0.001% | |
| 4/8/2025 | Lowe Wealth Advisors LLC | 1,200 | $28K | 0.0% | N/A | 0.002% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 8,468 | $193K | 0.1% | N/A | 0.011% | |
| 2/18/2025 | Novem Group | 43,713 | $997K | 0.1% | N/A | 0.059% | |
| 2/17/2025 | Captrust Financial Advisors | 144,431 | $3.29M | 0.0% | +52.5% | 0.196% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 26,963 | $615K | 0.0% | N/A | 0.037% | |
| 2/17/2025 | Baird Financial Group Inc. | 307,184 | $7.01M | 0.0% | +277.8% | 0.416% | |
| 2/17/2025 | Ameriprise Financial Inc. | 280,379 | $6.40M | 0.0% | +18.1% | 0.380% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 74,167 | $1.69M | 0.0% | -4.2% | 0.100% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 1,241,811 | $28.33M | 0.3% | +36.6% | 1.682% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 137,359 | $3.13M | 0.0% | +269.4% | 0.186% | |
| 2/12/2025 | Boston Family Office LLC | 191,098 | $4.36M | 0.3% | +16.4% | 0.259% | |
| 2/12/2025 | Portland Global Advisors LLC | 91,933 | $2.10M | 0.3% | +15.8% | 0.124% | |
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| 2/11/2025 | AllSquare Wealth Management LLC | 6,904 | $157K | 0.1% | +416.8% | 0.009% | |
| 2/11/2025 | OLD Point Trust & Financial Services N A | 8,050 | $184K | 0.1% | +283.3% | 0.011% | |
| 2/11/2025 | Atlantic Private Wealth LLC | 125,262 | $2.86M | 2.2% | +62.4% | 0.170% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 87,688 | $2M | 0.5% | +123.7% | 0.119% | |
| 2/10/2025 | Hughes Financial Services LLC | 91,381 | $2.08M | 0.4% | N/A | 0.124% | |
| 2/10/2025 | Mascoma Wealth Management LLC | 13,907 | $317K | 0.1% | +39.2% | 0.019% | |
| 2/10/2025 | Farther Finance Advisors LLC | 11,000 | $251K | 0.0% | -76.6% | 0.015% | |
| 2/7/2025 | Dorsey & Whitney Trust CO LLC | 46,458 | $1.06M | 0.1% | -6.7% | 0.063% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 2,043 | $47K | 0.0% | N/A | 0.003% | |
| 2/3/2025 | Centricity Wealth Management LLC | 2,800 | $64K | 0.1% | N/A | 0.004% | |
| 1/31/2025 | Bank of Jackson Hole Trust | 1,846 | $42K | 0.0% | N/A | 0.003% | |
| 1/29/2025 | Leavell Investment Management Inc. | 224,549 | $5.12M | 0.3% | +39.3% | 0.308% | |
| 1/28/2025 | Barrett & Company Inc. | 37,961 | $866K | 0.4% | +23.0% | 0.052% | |
| 1/24/2025 | Costello Asset Management INC | 1,139 | $26K | 0.0% | +6,227.8% | 0.002% | |
| 1/23/2025 | RVW Wealth LLC | 21,955 | $501K | 0.0% | N/A | 0.030% | |
| 1/23/2025 | Crews Bank & Trust | 19,325 | $441K | 0.1% | N/A | 0.027% | |
| 1/23/2025 | Strategic Blueprint LLC | 220,882 | $5.04M | 0.3% | +13.4% | 0.305% | |
| 1/22/2025 | Heartland Bank & Trust Co | 17,233 | $393K | 0.2% | +49.1% | 0.024% | |
| 1/22/2025 | Klaas Financial Asset Advisors LLC | 36,282 | $828K | 0.1% | N/A | 0.050% | |
| 1/21/2025 | Montecito Bank & Trust | 46,748 | $1.07M | 0.2% | -17.9% | 0.065% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 205,662 | $4.69M | 0.0% | +9.1% | 0.288% | |
| 1/14/2025 | Pinnacle Bancorp Inc. | 21,025 | $480K | 0.2% | +7.5% | 0.029% | |
| 1/13/2025 | PSI Advisors LLC | 51,358 | $1.17M | 0.3% | -19.0% | 0.073% | |
| 1/7/2025 | Horizons Wealth Management | 46,834 | $1.07M | 0.8% | +5.7% | 0.067% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 77,455 | $1.79M | 0.0% | N/A | 0.126% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 909,304 | $20.97M | 0.3% | +47.3% | 1.479% | |
| 11/14/2024 | Captrust Financial Advisors | 94,715 | $2.19M | 0.0% | -8.0% | 0.154% | |
| 11/13/2024 | Boston Family Office LLC | 164,126 | $3.79M | 0.3% | +12.7% | 0.267% | |
| 11/1/2024 | Leavell Investment Management Inc. | 161,184 | $3.72M | 0.2% | +51.5% | 0.263% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 188,587 | $4.35M | 0.0% | +1.1% | 0.308% | |
| 10/29/2024 | Farther Finance Advisors LLC | 46,995 | $1.08M | 0.0% | +20.2% | 0.077% | |
| 10/25/2024 | Strategic Blueprint LLC | 194,810 | $4.49M | 0.3% | +48.9% | 0.321% | |
| 10/23/2024 | PSI Advisors LLC | 63,413 | $1.46M | 0.4% | +2.1% | 0.105% | |
| 10/22/2024 | Heartland Bank & Trust Co | 11,556 | $267K | 0.1% | N/A | 0.019% | |
| 10/22/2024 | Eastern Bank | 4,949 | $114K | 0.0% | N/A | 0.008% | |
| 10/9/2024 | Pinnacle Bancorp Inc. | 19,560 | $451K | 0.1% | +14.0% | 0.033% | |
| 8/7/2024 | Dorsey & Whitney Trust CO LLC | 9,380 | $213K | 0.0% | N/A | 0.017% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 4,365 | $99K | 0.0% | N/A | 0.008% | |
| 8/2/2024 | Mascoma Wealth Management LLC | 9,988 | $226K | 0.1% | -28.3% | 0.019% | |
| 7/31/2024 | Farther Finance Advisors LLC | 39,104 | $882K | 0.0% | -45.3% | 0.073% | |
| 7/27/2024 | Strategic Blueprint LLC | 130,838 | $2.96M | 0.2% | +28.4% | 0.244% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 84,112 | $1.91M | 0.0% | +6.5% | 0.157% | |
| 7/23/2024 | PSI Advisors LLC | 62,093 | $1.41M | 0.4% | +1,511.5% | 0.118% | |
| 7/22/2024 | Horizons Wealth Management | 44,025 | $1M | 0.8% | -14.0% | 0.084% | |
| 7/17/2024 | Montecito Bank & Trust | 56,951 | $1.29M | 0.3% | +16.2% | 0.110% | |
| 7/17/2024 | Leavell Investment Management Inc. | 106,395 | $2.41M | 0.1% | +37.7% | 0.206% | |
| 7/17/2024 | AdvisorNet Financial Inc | 4,704 | $107K | 0.0% | -19.1% | 0.009% | |
| 7/9/2024 | Lowe Wealth Advisors LLC | 4,402 | $100K | 0.0% | N/A | 0.009% | |
| 7/1/2024 | Confluence Investment Management LLC | 864,059 | $19.58M | 0.3% | -0.5% | 1.870% | |
| 5/14/2024 | InterOcean Capital Group LLC | 1,507,057 | $34.23M | 0.8% | +50.4% | 3.262% | |
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| 5/9/2024 | Portland Global Advisors LLC | 50,834 | $1.15M | 0.2% | N/A | 0.110% | |
| 5/4/2024 | Gould Asset Management LLC CA | 46,200 | $1.05M | 0.3% | +41.2% | 0.100% | |
| 5/3/2024 | United Community Bank | 2,903 | $66K | 0.0% | N/A | 0.006% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 185,887 | $4.22M | 0.0% | +4.3% | 0.403% | |
| 4/24/2024 | Leavell Investment Management Inc. | 77,290 | $1.76M | 0.1% | +27.9% | 0.173% | |
| 4/23/2024 | WASHINGTON TRUST Co | 10,650 | $242K | 0.0% | N/A | 0.024% | |
| 4/23/2024 | Strategic Blueprint LLC | 101,924 | $2.32M | 0.2% | +69.9% | 0.228% | |
| 4/16/2024 | Pinnacle Bancorp Inc. | 17,160 | $390K | 0.1% | +312.1% | 0.039% | |
| 4/12/2024 | AdvisorNet Financial Inc | 5,818 | $132K | 0.0% | -18.3% | 0.013% | |
| 4/1/2024 | Confluence Investment Management LLC | 867,969 | $19.71M | 0.3% | N/A | 2.231% | |
