| 5/16/2025 | NewEdge Advisors LLC | 1,297,469 | $29.09M | 0.2% | -12.5% | 1.938% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 909,949 | $20.40M | 0.2% | -0.6% | 1.359% | |
| 5/15/2025 | Titleist Asset Management LLC | 339,809 | $7.62M | 0.9% | N/A | 0.508% | |
| 5/15/2025 | Baird Financial Group Inc. | 118,792 | $2.66M | 0.0% | +6.2% | 0.177% | |
| 5/14/2025 | Flow Traders U.S. LLC | 144,647 | $3.24M | 0.1% | N/A | 0.216% | |
| 5/13/2025 | Boston Family Office LLC | 194,215 | $4.35M | 0.3% | +7.7% | 0.290% | |
| 5/12/2025 | Scissortail Wealth Management LLC | 57,237 | $1.28M | 0.3% | N/A | 0.085% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 57,634 | $1.29M | 1.0% | +38.5% | 0.086% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 35,470 | $795K | 0.0% | -2.3% | 0.053% | |
| 5/8/2025 | Bank of Jackson Hole Trust | 3,282 | $74K | 0.0% | +73.3% | 0.005% | |
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| 5/7/2025 | Portland Global Advisors LLC | 106,655 | $2.39M | 0.3% | +10.6% | 0.159% | |
| 5/7/2025 | GLOBALT Investments LLC GA | 2,946,255 | $66.06M | 2.7% | -2.0% | 4.401% | |
| 5/6/2025 | Old Port Advisors | 294,032 | $6.59M | 2.0% | +4.0% | 0.439% | |
| 5/6/2025 | AllSquare Wealth Management LLC | 31,726 | $711K | 0.4% | +3.5% | 0.047% | |
| 5/1/2025 | Hughes Financial Services LLC | 93,513 | $2.09M | 0.4% | +5.0% | 0.140% | |
| 4/30/2025 | Leavell Investment Management Inc. | 115,514 | $2.59M | 0.1% | +5.8% | 0.173% | |
| 4/29/2025 | Strategic Blueprint LLC | 174,800 | $3.92M | 0.2% | +44.0% | 0.264% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 27,197 | $610K | 0.2% | +42.3% | 0.041% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 99,915 | $2.24M | 0.0% | +18.8% | 0.151% | |
| 4/22/2025 | Crews Bank & Trust | 16,825 | $377K | 0.1% | -4.5% | 0.025% | |
| 4/22/2025 | RFP Financial Group LLC | 26,347 | $591K | 0.2% | N/A | 0.040% | |
| 4/21/2025 | PSI Advisors LLC | 14,040 | $315K | 0.1% | +412.4% | 0.021% | |
| 4/17/2025 | Montecito Bank & Trust | 50,104 | $1.12M | 0.2% | +4.2% | 0.075% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 235,276 | $5.28M | 0.0% | +36.9% | 0.351% | |
| 4/17/2025 | Rebalance LLC | 71,140 | $1.60M | 0.1% | N/A | 0.106% | |
| 4/10/2025 | Horizons Wealth Management | 40,248 | $902K | 0.7% | +2.6% | 0.060% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 1,778 | $40K | 0.0% | N/A | 0.003% | |
| 4/8/2025 | Parallel Advisors LLC | 108,114 | $2.42M | 0.1% | +6,524.6% | 0.161% | |
| 4/8/2025 | Lowe Wealth Advisors LLC | 1,300 | $29K | 0.0% | N/A | 0.002% | |
| 4/1/2025 | Confluence Investment Management LLC | 470,464 | $10.55M | 0.2% | -66.8% | 0.783% | |
| 3/14/2025 | Hara Capital LLC | 27,561 | $612K | 0.4% | +137.1% | 0.046% | |
| 2/18/2025 | Novem Group | 13,853 | $307K | 0.0% | N/A | 0.023% | |
| 2/17/2025 | Captrust Financial Advisors | 160,866 | $3.57M | 0.0% | +114.0% | 0.268% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 36,318 | $806K | 0.0% | N/A | 0.060% | |
| 2/17/2025 | Baird Financial Group Inc. | 111,854 | $2.48M | 0.0% | +60.4% | 0.186% | |
| 2/17/2025 | Ameriprise Financial Inc. | 149,847 | $3.33M | 0.0% | +15.8% | 0.249% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 22,748 | $505K | 0.0% | -51.3% | 0.038% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 915,265 | $20.32M | 0.2% | +12.7% | 1.523% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 78,541 | $1.74M | 0.0% | +93.1% | 0.131% | |
| 2/12/2025 | Boston Family Office LLC | 180,267 | $4.00M | 0.3% | +78.8% | 0.300% | |
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| 2/12/2025 | Portland Global Advisors LLC | 96,425 | $2.14M | 0.3% | N/A | 0.160% | |
| 2/11/2025 | AllSquare Wealth Management LLC | 30,651 | $680K | 0.4% | +9.9% | 0.051% | |
| 2/11/2025 | OLD Point Trust & Financial Services N A | 7,300 | $162K | 0.1% | +145.0% | 0.012% | |
| 2/11/2025 | Atlantic Private Wealth LLC | 41,615 | $924K | 0.7% | -2.7% | 0.069% | |
| 2/10/2025 | GLOBALT Investments LLC GA | 3,006,910 | $66.74M | 2.6% | -1.6% | 5.003% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 11,479 | $255K | 0.1% | N/A | 0.019% | |
| 2/10/2025 | Hills Bank & Trust Co | 9,900 | $220K | 0.0% | +8.6% | 0.016% | |
| 2/10/2025 | Hughes Financial Services LLC | 89,056 | $1.98M | 0.4% | N/A | 0.148% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 2,121 | $47K | 0.0% | N/A | 0.004% | |
| 1/31/2025 | Bank of Jackson Hole Trust | 1,894 | $42K | 0.0% | N/A | 0.003% | |
| 1/29/2025 | Leavell Investment Management Inc. | 109,151 | $2.42M | 0.1% | +18.5% | 0.184% | |
| 1/28/2025 | Barrett & Company Inc. | 29,013 | $644K | 0.3% | +33.0% | 0.049% | |
| 1/24/2025 | Costello Asset Management INC | 13,914 | $309K | 0.2% | +110.1% | 0.024% | |
| 1/23/2025 | Crews Bank & Trust | 17,625 | $391K | 0.1% | N/A | 0.030% | |
| 1/23/2025 | Strategic Blueprint LLC | 121,400 | $2.70M | 0.2% | +18.4% | 0.205% | |
| 1/22/2025 | Heartland Bank & Trust Co | 17,655 | $392K | 0.2% | +49.1% | 0.030% | |
| 1/21/2025 | Montecito Bank & Trust | 48,104 | $1.07M | 0.2% | -18.0% | 0.081% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 171,891 | $3.82M | 0.0% | +8.6% | 0.295% | |
| 1/14/2025 | Pinnacle Bancorp Inc. | 19,110 | $424K | 0.1% | +7.6% | 0.033% | |
| 1/13/2025 | PSI Advisors LLC | 2,740 | $61K | 0.0% | N/A | 0.005% | |
| 1/7/2025 | Horizons Wealth Management | 39,212 | $870K | 0.7% | +293.1% | 0.068% | |
| 1/2/2025 | Confluence Investment Management LLC | 1,417,941 | $31.47M | 0.4% | +4.6% | 3.007% | |
| 11/21/2024 | SkyView Investment Advisors LLC | 50,000 | $1.12M | 0.2% | -9.1% | 0.106% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 46,756 | $1.06M | 0.0% | N/A | 0.099% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 811,921 | $18.38M | 0.2% | +59.7% | 1.722% | |
| 11/14/2024 | Captrust Financial Advisors | 75,162 | $1.70M | 0.0% | -2.8% | 0.159% | |
| 11/13/2024 | Boston Family Office LLC | 100,844 | $2.28M | 0.2% | +38.3% | 0.214% | |
| 11/7/2024 | GLOBALT Investments LLC GA | 3,054,786 | $69.15M | 2.6% | -4.0% | 6.479% | |
| 11/1/2024 | Leavell Investment Management Inc. | 92,108 | $2.09M | 0.1% | +90.2% | 0.196% | |
| 10/31/2024 | Confluence Investment Management LLC | 1,355,971 | $30.69M | 0.4% | -2.1% | 2.891% | |
| 10/30/2024 | Cary Street Partners Asset Management LLC | 13,029 | $295K | 0.0% | N/A | 0.028% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 158,284 | $3.58M | 0.0% | +1.2% | 0.338% | |
| 10/25/2024 | Strategic Blueprint LLC | 102,571 | $2.32M | 0.1% | +89.3% | 0.220% | |
| 10/22/2024 | Heartland Bank & Trust Co | 11,842 | $268K | 0.1% | N/A | 0.025% | |
| 10/22/2024 | Eastern Bank | 1,152 | $26K | 0.0% | N/A | 0.002% | |
| 10/9/2024 | Pinnacle Bancorp Inc. | 17,760 | $402K | 0.1% | +78.6% | 0.039% | |
| 8/16/2024 | SkyView Investment Advisors LLC | 55,000 | $1.21M | 0.2% | -26.7% | 0.130% | |
| 8/2/2024 | Mascoma Wealth Management LLC | 11,484 | $254K | 0.1% | +4.1% | 0.027% | |
| 7/27/2024 | Strategic Blueprint LLC | 54,172 | $1.20M | 0.1% | +124.0% | 0.130% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 72,743 | $1.61M | 0.0% | +4.2% | 0.175% | |
| 7/25/2024 | Hills Bank & Trust Co | 9,116 | $201K | 0.0% | +15.1% | 0.022% | |
| 7/22/2024 | Horizons Wealth Management | 9,466 | $210K | 0.2% | +270.1% | 0.023% | |
| 7/17/2024 | Montecito Bank & Trust | 58,639 | $1.29M | 0.3% | +16.1% | 0.146% | |
| 7/2/2024 | Transcend Capital Advisors LLC | 40,050 | $884K | 0.1% | N/A | 0.111% | |
| 7/1/2024 | Confluence Investment Management LLC | 1,384,733 | $30.57M | 0.4% | -0.2% | 3.841% | |
| 5/17/2024 | SkyView Investment Advisors LLC | 75,000 | $1.66M | 0.3% | N/A | 0.208% | |
| 5/14/2024 | InterOcean Capital Group LLC | 271,862 | $6.02M | 0.1% | +13.6% | 0.754% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 152,584 | $3.38M | 0.0% | +13.8% | 0.423% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 69,795 | $1.55M | 0.0% | +6.4% | 0.196% | |
| 4/24/2024 | Leavell Investment Management Inc. | 29,830 | $661K | 0.0% | +24.6% | 0.084% | |
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| 4/23/2024 | WASHINGTON TRUST Co | 17,980 | $398K | 0.0% | N/A | 0.050% | |
| 4/23/2024 | Strategic Blueprint LLC | 24,184 | $536K | 0.0% | +72.1% | 0.068% | |
| 4/16/2024 | Pinnacle Bancorp Inc. | 9,946 | $220K | 0.1% | N/A | 0.028% | |
| 4/1/2024 | Confluence Investment Management LLC | 1,386,858 | $30.73M | 0.4% | N/A | 4.459% | |
| 2/20/2024 | GLOBALT Investments LLC GA | 3,291,583 | $73.70M | 3.1% | N/A | 10.584% | |
| 2/9/2024 | Atlantic Private Wealth LLC | 42,709 | $956K | 0.9% | N/A | 0.137% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 65,573 | $1.47M | 0.0% | +8.8% | 0.211% | |
| 2/9/2024 | InterOcean Capital Group LLC | 239,318 | $5.36M | 0.1% | N/A | 0.770% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 134,111 | $3.00M | 0.0% | +14.6% | 0.431% | |
| 2/7/2024 | Hills Bank & Trust Co | 6,435 | $144K | 0.0% | +13.7% | 0.021% | |
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