| 5/16/2025 | NewEdge Advisors LLC | 1,495,732 | $33.28M | 0.2% | -4.9% | 3.354% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 225,675 | $5.02M | 0.1% | +96.4% | 0.506% | |
| 5/15/2025 | Titleist Asset Management LLC | 255,389 | $5.68M | 0.7% | N/A | 0.573% | |
| 5/15/2025 | Baird Financial Group Inc. | 66,390 | $1.48M | 0.0% | +5.5% | 0.149% | |
| 5/13/2025 | Boston Family Office LLC | 132,495 | $2.95M | 0.2% | +48.6% | 0.297% | |
| 5/13/2025 | FCA Corp TX | 198,253 | $4.41M | 1.4% | +0.5% | 0.445% | |
| 5/12/2025 | Scissortail Wealth Management LLC | 412,458 | $9.18M | 2.4% | +24.1% | 0.925% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 40,656 | $905K | 0.0% | +7.4% | 0.091% | |
| 5/8/2025 | Bank of Jackson Hole Trust | 3,314 | $74K | 0.0% | +73.2% | 0.007% | |
| 5/6/2025 | AllSquare Wealth Management LLC | 3,073 | $68K | 0.0% | +36.3% | 0.007% | |
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| 5/1/2025 | Hughes Financial Services LLC | 91,410 | $2.03M | 0.4% | N/A | 0.205% | |
| 4/30/2025 | Leavell Investment Management Inc. | 63,374 | $1.41M | 0.1% | +11.1% | 0.142% | |
| 4/29/2025 | Strategic Blueprint LLC | 56,306 | $1.25M | 0.1% | +39.9% | 0.127% | |
| 4/28/2025 | Private Trust Co. NA | 6,225 | $139K | 0.0% | -38.0% | 0.014% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 1,985 | $44K | 0.0% | N/A | 0.004% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 219,177 | $4.88M | 0.3% | -4.0% | 0.495% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 15,492 | $345K | 0.1% | +9.7% | 0.035% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 38,377 | $854K | 0.0% | +4.1% | 0.087% | |
| 4/22/2025 | Crews Bank & Trust | 14,275 | $318K | 0.1% | +8.1% | 0.032% | |
| 4/22/2025 | RFP Financial Group LLC | 26,704 | $594K | 0.2% | N/A | 0.060% | |
| 4/17/2025 | Montecito Bank & Trust | 38,664 | $860K | 0.2% | +180.3% | 0.088% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 146,982 | $3.27M | 0.0% | +41.2% | 0.333% | |
| 4/17/2025 | Rebalance LLC | 57,745 | $1.29M | 0.1% | N/A | 0.131% | |
| 4/8/2025 | Parallel Advisors LLC | 109,425 | $2.44M | 0.1% | +6,572.3% | 0.247% | |
| 4/8/2025 | Lowe Wealth Advisors LLC | 5,345 | $119K | 0.1% | N/A | 0.012% | |
| 4/1/2025 | Confluence Investment Management LLC | 438,690 | $9.76M | 0.1% | -28.1% | 1.101% | |
| 3/14/2025 | Hara Capital LLC | 14,300 | $313K | 0.2% | -25.5% | 0.036% | |
| 2/17/2025 | Captrust Financial Advisors | 51,163 | $1.12M | 0.0% | +168.3% | 0.128% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 37,869 | $829K | 0.0% | N/A | 0.095% | |
| 2/17/2025 | Baird Financial Group Inc. | 62,908 | $1.38M | 0.0% | +157.2% | 0.158% | |
| 2/17/2025 | Ameriprise Financial Inc. | 195,858 | $4.29M | 0.0% | -20.1% | 0.491% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 114,901 | $2.52M | 0.0% | +57.1% | 0.288% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 65,373 | $1.43M | 0.0% | +91.6% | 0.164% | |
| 2/12/2025 | Boston Family Office LLC | 89,192 | $1.95M | 0.1% | +18.0% | 0.224% | |
| 2/11/2025 | FCA Corp TX | 197,307 | $4.32M | 1.3% | +2.6% | 0.495% | |
| 2/11/2025 | AllSquare Wealth Management LLC | 2,255 | $49K | 0.0% | +69.5% | 0.006% | |
| 2/11/2025 | OLD Point Trust & Financial Services N A | 1,150 | $25K | 0.0% | N/A | 0.003% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 2,150 | $47K | 0.0% | N/A | 0.005% | |
| 2/5/2025 | Private Trust Co. NA | 10,039 | $220K | 0.0% | +77.6% | 0.025% | |
| 2/4/2025 | Bank of New York Mellon Corp | 13,117 | $287K | 0.0% | +11.2% | 0.033% | |
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| 2/3/2025 | Transcend Capital Advisors LLC | 228,248 | $5.00M | 0.4% | -15.2% | 0.557% | |
| 1/31/2025 | Bank of Jackson Hole Trust | 1,913 | $42K | 0.0% | N/A | 0.005% | |
| 1/29/2025 | Leavell Investment Management Inc. | 57,046 | $1.25M | 0.1% | +46.2% | 0.141% | |
| 1/28/2025 | Barrett & Company Inc. | 14,865 | $326K | 0.1% | +53.9% | 0.037% | |
| 1/23/2025 | Crews Bank & Trust | 13,205 | $289K | 0.0% | N/A | 0.033% | |
| 1/23/2025 | OLD Second National Bank of Aurora | 1,825 | $40K | 0.0% | N/A | 0.005% | |
| 1/23/2025 | Strategic Blueprint LLC | 40,252 | $882K | 0.1% | +1.9% | 0.100% | |
| 1/22/2025 | Heartland Bank & Trust Co | 17,835 | $391K | 0.2% | +49.1% | 0.044% | |
| 1/21/2025 | Montecito Bank & Trust | 13,794 | $302K | 0.1% | N/A | 0.034% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 104,117 | $2.28M | 0.0% | +11.2% | 0.262% | |
| 1/16/2025 | Lbmc Investment Advisors LLC | 10,524 | $231K | 0.0% | N/A | 0.026% | |
| 1/14/2025 | Pinnacle Bancorp Inc. | 14,127 | $309K | 0.1% | +41.3% | 0.036% | |
| 1/13/2025 | PSI Advisors LLC | 1,900 | $42K | 0.0% | N/A | 0.005% | |
| 1/2/2025 | Confluence Investment Management LLC | 610,084 | $13.36M | 0.2% | -10.6% | 1.907% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 73,145 | $1.65M | 0.0% | +45.4% | 0.229% | |
| 11/14/2024 | Flow Traders U.S. LLC | 34,804 | $783K | 0.0% | -68.7% | 0.109% | |
| 11/14/2024 | Captrust Financial Advisors | 19,066 | $429K | 0.0% | -26.4% | 0.060% | |
| 11/13/2024 | Boston Family Office LLC | 75,559 | $1.70M | 0.1% | +11.5% | 0.236% | |
| 11/1/2024 | Leavell Investment Management Inc. | 39,018 | $878K | 0.0% | +94.1% | 0.122% | |
| 10/31/2024 | Confluence Investment Management LLC | 682,066 | $15.35M | 0.2% | +52.8% | 2.138% | |
| 10/30/2024 | Cary Street Partners Asset Management LLC | 13,055 | $294K | 0.0% | N/A | 0.041% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 93,590 | $2.11M | 0.0% | +1.7% | 0.300% | |
| 10/29/2024 | Farther Finance Advisors LLC | 2,220 | $50K | 0.0% | -93.1% | 0.007% | |
| 10/25/2024 | Strategic Blueprint LLC | 39,507 | $889K | 0.1% | +67.6% | 0.126% | |
| 10/22/2024 | Heartland Bank & Trust Co | 11,964 | $269K | 0.1% | N/A | 0.038% | |
| 10/9/2024 | Pinnacle Bancorp Inc. | 10,000 | $225K | 0.1% | N/A | 0.032% | |
| 8/16/2024 | NewEdge Advisors LLC | 206,154 | $4.50M | 0.0% | -1.4% | 0.762% | |
| 7/31/2024 | Farther Finance Advisors LLC | 32,403 | $703K | 0.0% | -10.2% | 0.121% | |
| 7/27/2024 | Strategic Blueprint LLC | 23,578 | $515K | 0.0% | +17.2% | 0.088% | |
| 7/2/2024 | Transcend Capital Advisors LLC | 279,598 | $6.10M | 0.4% | +47.2% | 1.294% | |
| 7/1/2024 | Confluence Investment Management LLC | 446,424 | $9.75M | 0.1% | -0.5% | 2.067% | |
| 5/14/2024 | InterOcean Capital Group LLC | 1,009,848 | $22.15M | 0.5% | +123.7% | 4.675% | |
| 5/9/2024 | JDM Financial Group LLC | 21,006 | $461K | 0.3% | +12.4% | 0.096% | |
| 5/3/2024 | United Community Bank | 6,530 | $143K | 0.1% | N/A | 0.031% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 80,222 | $1.76M | 0.0% | +68.9% | 0.375% | |
| 4/23/2024 | WASHINGTON TRUST Co | 10,140 | $222K | 0.0% | N/A | 0.048% | |
| 4/23/2024 | Strategic Blueprint LLC | 20,120 | $441K | 0.0% | N/A | 0.095% | |
| 4/1/2024 | Confluence Investment Management LLC | 448,617 | $9.84M | 0.1% | N/A | 2.513% | |
| 2/9/2024 | InterOcean Capital Group LLC | 451,480 | $10.03M | 0.3% | N/A | 2.529% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 47,493 | $1.06M | 0.0% | +34.7% | 0.266% | |
| 2/7/2024 | Bogart Wealth LLC | 3,420 | $76K | 0.0% | N/A | 0.019% | |
| 2/5/2024 | Transcend Capital Advisors LLC | 139,725 | $3.10M | 0.3% | N/A | 0.783% | |
| 2/2/2024 | Community Bank N.A. | 2,776 | $62K | 0.0% | -84.0% | 0.016% | |
| 1/30/2024 | Scissortail Wealth Management LLC | 286,593 | $6.36M | 2.0% | N/A | 1.633% | |
| 1/24/2024 | Private Trust Co. NA | 5,654 | $126K | 0.0% | N/A | 0.033% | |
| 11/16/2023 | JDM Financial Group LLC | 18,592 | $401K | 0.4% | +101.3% | 0.203% | |
| 11/15/2023 | KPP Advisory Services LLC | 9,800 | $211K | 0.1% | N/A | 0.107% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 35,248 | $760K | 0.0% | N/A | 0.385% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 20,456 | $441K | 0.0% | -64.0% | 0.229% | |
| 10/16/2023 | First PREMIER Bank | 2,900 | $63K | 0.0% | +480.0% | 0.033% | |
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| 10/10/2023 | Confluence Investment Management LLC | 469,708 | $10.12M | 0.2% | -1.5% | 5.693% | |
| 8/1/2023 | Community Bank N.A. | 7,579 | $167K | 0.0% | +27.6% | 0.140% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 56,842 | $1.25M | 0.0% | +6.6% | 1.104% | |
| 7/3/2023 | Confluence Investment Management LLC | 476,998 | $10.49M | 0.2% | -0.7% | 11.223% | |
| 5/9/2023 | Epic Trust Investment Advisors LLC | 10,591 | $238K | 0.3% | N/A | 0.249% | |
| 5/9/2023 | JDM Financial Group LLC | 9,156 | $206K | 0.2% | +46.1% | 0.215% | |
| 4/20/2023 | Community Bank N.A. | 5,939 | $133K | 0.0% | N/A | 0.148% | |
| 4/4/2023 | Confluence Investment Management LLC | 480,490 | $10.81M | 0.2% | +3.6% | 12.164% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 19,876 | $436K | 0.0% | N/A | 0.710% | |
| 1/11/2023 | JDM Financial Group LLC | 6,269 | $138K | 0.1% | N/A | 0.261% | |
