| 5/14/2026 | Renaissance Technologies LLC | 196,018 | $872K | 0.0% | +7.9% | 1.715% | |
| 5/6/2026 | Frazier Financial Advisors LLC | 203,866 | $907K | 0.5% | +156.0% | 1.784% | |
| 5/2/2026 | International Assets Investment Management LLC | 27,266 | $124K | 0.0% | -7.9% | 0.239% | |
| 4/20/2026 | Apella Capital LLC | 37,814 | $175K | 0.0% | -8.4% | 0.331% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 356,978 | $1.66M | 0.0% | -1.8% | 3.121% | |
| 2/18/2026 | Bridgeway Capital Management LLC | 19,516 | $91K | 0.0% | +28.3% | 0.171% | |
| 2/17/2026 | Advisory Services Network LLC | 11,806 | $55K | 0.0% | -29.5% | 0.103% | |
| 2/17/2026 | Rothschild Wealth LLC | 25,380 | $118K | 0.0% | N/A | 0.222% | |
| 2/13/2026 | Kestra Advisory Services LLC | 25,877 | $120K | 0.0% | +94.2% | 0.226% | |
| 2/13/2026 | Gen Wealth Partners Inc | 34,674 | $161K | 0.0% | N/A | 0.303% | |
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| 2/12/2026 | Renaissance Technologies LLC | 181,728 | $845K | 0.0% | +4.5% | 1.589% | |
| 2/12/2026 | Moneta Group Investment Advisors LLC | 31,310 | $146K | 0.0% | +72.3% | 0.274% | |
| 2/11/2026 | LPL Financial LLC | 59,998 | $279K | 0.0% | -17.5% | 0.524% | |
| 2/9/2026 | Geode Capital Management LLC | 112,087 | $521K | 0.0% | +2.8% | 0.980% | |
| 2/9/2026 | Melia Wealth LLC | 447,638 | $2.08M | 1.0% | +2.6% | 3.913% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 40,544 | $189K | 0.0% | -84.1% | 0.354% | |
| 2/9/2026 | Frazier Financial Advisors LLC | 79,637 | $370K | 0.2% | +173.4% | 0.696% | |
| 2/5/2026 | Beese Fulmer Investment Management Inc. | 343,376 | $1.60M | 0.1% | +200.9% | 3.002% | |
| 2/3/2026 | International Assets Investment Management LLC | 29,595 | $138K | 0.0% | +8.8% | 0.259% | |
| 1/30/2026 | Certuity LLC | 50,185 | $233K | 0.0% | -5.3% | 0.439% | |
| 1/23/2026 | Fortress Financial Solutions LLC | 147,298 | $685K | 0.7% | -3.4% | 1.288% | |
| 1/21/2026 | Apella Capital LLC | 41,275 | $192K | 0.0% | N/A | 0.361% | |
| 1/21/2026 | OLIO Financial Planning | 65,875 | $306K | 0.1% | -4.7% | 0.576% | |
| 11/25/2025 | Briaud Financial Planning Inc | 24,723 | $136K | 0.0% | N/A | 0.216% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 363,572 | $2.00M | 0.0% | +28.8% | 3.178% | |
| 11/17/2025 | Citadel Advisors LLC | 26,920 | $149K | 0.0% | N/A | 0.235% | |
| 11/17/2025 | Bard Associates Inc. | 199,429 | $1.09M | 0.3% | -44.1% | 1.743% | |
| 11/14/2025 | RW Investment Management LLC | 12,959 | $71K | 0.0% | N/A | 0.113% | |
| 11/13/2025 | Certuity LLC | 52,987 | $291K | 0.0% | -5.1% | 0.463% | |
| 11/13/2025 | Beese Fulmer Investment Management Inc. | 114,132 | $627K | 0.0% | -6.8% | 0.998% | |
| 11/12/2025 | Melia Wealth LLC | 436,465 | $2.39M | 1.0% | +15.3% | 3.816% | |
| 11/10/2025 | Cary Street Partners Financial LLC | 255,541 | $1.40M | 0.0% | -1.8% | 2.234% | |
| 11/7/2025 | Vanguard Group Inc. | 383,385 | $2.12M | 0.0% | +2.5% | 3.352% | |
| 10/31/2025 | Frazier Financial Advisors LLC | 29,126 | $160K | 0.1% | +42.1% | 0.255% | |
| 10/20/2025 | Fortress Financial Solutions LLC | 152,430 | $837K | 0.9% | +26.7% | 1.332% | |
| 10/16/2025 | OLIO Financial Planning | 69,108 | $379K | 0.1% | -5.1% | 0.604% | |
| 9/4/2025 | Osaic Holdings Inc. | 5,632 | $31K | 0.0% | +140.7% | 0.049% | |
| 8/14/2025 | Certuity LLC | 55,855 | $306K | 0.0% | N/A | 0.488% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 260,205 | $1.42M | 0.0% | -0.8% | 2.275% | |
| 8/13/2025 | Fortress Financial Solutions LLC | 120,282 | $658K | 0.8% | +3.9% | 1.052% | |
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| 7/29/2025 | International Assets Investment Management LLC | 27,211 | $149K | 0.0% | N/A | 0.238% | |
| 7/28/2025 | Frazier Financial Advisors LLC | 20,500 | $112K | 0.1% | N/A | 0.179% | |
| 7/28/2025 | Melia Wealth LLC | 378,533 | $2.07M | 1.0% | +4.9% | 3.309% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 39,871 | $218K | 0.0% | +57.2% | 0.349% | |
| 7/23/2025 | Hardy Reed LLC | 304,666 | $1.67M | 0.1% | -21.1% | 2.663% | |
| 7/9/2025 | OLIO Financial Planning | 72,798 | $398K | 0.1% | +196.3% | 0.636% | |
| 5/16/2025 | NewEdge Advisors LLC | 22,109 | $131K | 0.0% | -21.2% | 0.193% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 50,000 | $296K | 0.0% | N/A | 0.437% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 25,358 | $150K | 0.0% | -9.1% | 0.222% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 262,237 | $1.55M | 0.0% | -12.8% | 2.292% | |
| 5/7/2025 | Melia Wealth LLC | 360,918 | $2.13M | 1.1% | +2.8% | 3.155% | |
| 5/7/2025 | Bellwether Advisors LLC | 82,886 | $490K | 0.1% | -21.5% | 0.725% | |
| 5/2/2025 | Hardy Reed LLC | 386,259 | $2.28M | 0.2% | +4.3% | 3.377% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 20,422 | $121K | 0.0% | N/A | 0.179% | |
| 5/2/2025 | Fortress Financial Solutions LLC | 115,760 | $684K | 1.0% | -5.3% | 1.012% | |
| 4/11/2025 | OLIO Financial Planning | 24,568 | $145K | 0.1% | +17.5% | 0.215% | |
| 4/8/2025 | Beese Fulmer Investment Management Inc. | 120,796 | $714K | 0.1% | -15.3% | 1.056% | |
| 3/24/2025 | Avant Financial Advisors LLC | 290,280 | $1.63M | 1.5% | N/A | 2.538% | |
| 2/17/2025 | Gen Wealth Partners Inc | 38,740 | $217K | 0.1% | +5.1% | 0.339% | |
| 2/17/2025 | Citadel Advisors LLC | 13,949 | $78K | 0.0% | -36.5% | 0.122% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 300,664 | $1.68M | 0.1% | N/A | 2.628% | |
| 2/13/2025 | NewEdge Advisors LLC | 28,074 | $157K | 0.0% | +28.4% | 0.245% | |
| 2/13/2025 | Melia Wealth LLC | 351,140 | $1.97M | 1.0% | +3.0% | 3.069% | |
| 2/13/2025 | Advisory Services Network LLC | 17,375 | $97K | 0.0% | N/A | 0.152% | |
| 2/13/2025 | Renaissance Technologies LLC | 153,200 | $858K | 0.0% | -16.8% | 1.339% | |
| 2/11/2025 | LPL Financial LLC | 30,191 | $169K | 0.0% | N/A | 0.264% | |
| 2/3/2025 | Hardy Reed LLC | 370,499 | $2.08M | 0.2% | +7.8% | 3.239% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 27,885 | $159K | 0.0% | +13.5% | 0.244% | |
| 1/29/2025 | Fortress Financial Solutions LLC | 122,267 | $685K | 1.0% | N/A | 1.069% | |
| 1/28/2025 | Capital Management Associates Inc | 32,909 | $184K | 0.1% | N/A | 0.288% | |
| 1/28/2025 | Beese Fulmer Investment Management Inc. | 142,597 | $799K | 0.1% | +9.7% | 1.246% | |
| 1/21/2025 | OLIO Financial Planning | 20,903 | $117K | 0.0% | N/A | 0.183% | |
| 1/16/2025 | Abacus Wealth Partners LLC | 42,775 | $240K | 0.0% | -10.6% | 0.374% | |
| 1/8/2025 | International Assets Investment Management LLC | 27,421 | $153K | 0.0% | -81.3% | 0.240% | |
| 11/18/2024 | Soltis Investment Advisors LLC | 2,649,589 | $14.76M | 1.4% | N/A | 23.163% | |
| 11/16/2024 | Geode Capital Management LLC | 113,918 | $635K | 0.0% | +2.7% | 0.996% | |
| 11/13/2024 | Hardy Reed LLC | 343,766 | $1.92M | 0.2% | -21.1% | 3.005% | |
| 11/12/2024 | Waddell & Associates LLC | 64,200 | $358K | 0.0% | -16.8% | 0.561% | |
| 11/8/2024 | Bellwether Advisors LLC | 105,585 | $588K | 0.1% | -21.8% | 0.923% | |
| 11/6/2024 | Frazier Financial Advisors LLC | 5,718 | $32K | 0.0% | -66.3% | 0.050% | |
| 11/6/2024 | Bard Associates Inc. | 364,817 | $2.03M | 0.7% | -1.0% | 3.189% | |
| 10/23/2024 | Beese Fulmer Investment Management Inc. | 129,981 | $724K | 0.1% | +53.4% | 1.136% | |
| 10/22/2024 | International Assets Investment Management LLC | 146,682 | $817K | 0.0% | +441.5% | 1.282% | |
| 10/3/2024 | Abacus Wealth Partners LLC | 47,852 | $267K | 0.0% | -8.2% | 0.418% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 23,250 | $120K | 0.0% | +35.7% | 0.203% | |
| 8/9/2024 | Renaissance Technologies LLC | 187,428 | $963K | 0.0% | +13.3% | 1.638% | |
| 8/6/2024 | Waddell & Associates LLC | 77,118 | $396K | 0.1% | +3.9% | 0.674% | |
| 8/1/2024 | Bellwether Advisors LLC | 135,074 | $694K | 0.1% | -16.3% | 1.181% | |
| 7/27/2024 | Riversedge Advisors LLC | 13,231 | $68K | 0.0% | N/A | 0.116% | |
| 7/11/2024 | Abacus Wealth Partners LLC | 52,125 | $268K | 0.0% | -7.3% | 0.456% | |
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| 7/3/2024 | Beese Fulmer Investment Management Inc. | 84,759 | $436K | 0.0% | N/A | 0.741% | |
| 5/20/2024 | Virtu Financial LLC | 13,719 | $69K | 0.0% | N/A | 0.120% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 17,133 | $82K | 0.0% | +67.8% | 0.150% | |
| 5/10/2024 | Acadian Asset Management LLC | 9,902 | $49K | 0.0% | -34.6% | 0.087% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 141,494 | $716K | 0.1% | +24.7% | 1.237% | |
| 5/2/2024 | Hardy Reed LLC | 302,507 | $1.53M | 0.2% | -9.8% | 2.644% | |
| 5/2/2024 | PDS Planning Inc | 98,529 | $499K | 0.1% | N/A | 0.861% | |
| 4/30/2024 | North Star Investment Management Corp. | 46,261 | $234K | 0.0% | N/A | 0.404% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 45,347 | $229K | 0.0% | -16.4% | 0.396% | |
| 4/10/2024 | Abacus Wealth Partners LLC | 56,216 | $284K | 0.0% | +288.7% | 0.491% | |