| 4/30/2025 | Leavell Investment Management Inc. | 212,077 | $4.55M | 0.2% | +19.5% | 0.306% | |
| 4/28/2025 | First Horizon Advisors Inc. | 16,380 | $352K | 0.0% | +958.1% | 0.024% | |
| 4/25/2025 | Verity Asset Management Inc. | 64,906 | $1.39M | 0.6% | N/A | 0.094% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 43,356 | $930K | 0.0% | +3.9% | 0.063% | |
| 4/15/2025 | GAMMA Investing LLC | 2,090 | $45K | 0.0% | N/A | 0.003% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,694 | $79K | 0.0% | +1,072.7% | 0.005% | |
| 4/7/2025 | GAMMA Investing LLC | 44,851 | $963K | 0.0% | N/A | 0.067% | |
| 4/7/2025 | AdvisorNet Financial Inc | 4,056 | $87K | 0.0% | +72.7% | 0.006% | |
| 2/18/2025 | Sunbelt Securities Inc. | 2,493 | $49K | 0.0% | +938.8% | 0.005% | |
| 2/17/2025 | Fullerton Fund Management Co Ltd. | 111,058 | $2.19M | 0.1% | N/A | 0.224% | |
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| 2/17/2025 | Cahill Financial Advisors Inc. | 32,429 | $640K | 0.1% | -7.3% | 0.065% | |
| 2/17/2025 | Captrust Financial Advisors | 28,501 | $563K | 0.0% | +5.3% | 0.058% | |
| 2/14/2025 | IHT Wealth Management LLC | 19,012 | $375K | 0.0% | +10.2% | 0.038% | |
| 2/13/2025 | Cohen & Steers Inc. | 61,743 | $1.22M | 0.0% | +53.2% | 0.125% | |
| 2/12/2025 | Disciplina Capital Management LLC | 249,985 | $4.94M | 0.8% | -2.5% | 0.505% | |
| 2/10/2025 | Great Lakes Advisors LLC | 1,215,558 | $24.01M | 0.2% | +8.7% | 2.453% | |
| 2/10/2025 | Hollencrest Capital Management | 31,445 | $621K | 0.0% | +2.3% | 0.063% | |
| 2/3/2025 | First Horizon Advisors Inc. | 1,548 | $31K | 0.0% | N/A | 0.003% | |
| 1/29/2025 | Leavell Investment Management Inc. | 177,510 | $3.51M | 0.2% | +31.9% | 0.358% | |
| 1/10/2025 | Bruce G. Allen Investments LLC | 30,213 | $597K | 0.5% | +2.4% | 0.061% | |
| 12/26/2024 | JPMorgan Chase & Co. | 2,675 | $55K | 0.0% | +43.8% | 0.005% | |
| 11/1/2024 | Leavell Investment Management Inc. | 134,584 | $2.75M | 0.1% | +14.4% | 0.272% | |
| 11/1/2024 | Hollencrest Capital Management | 30,748 | $628K | 0.0% | +11.6% | 0.062% | |
| 10/21/2024 | Whittier Trust Co. of Nevada Inc. | 2,131 | $44K | 0.0% | N/A | 0.004% | |
| 10/9/2024 | Bruce G. Allen Investments LLC | 29,492 | $603K | 0.5% | -8.6% | 0.060% | |
| 8/13/2024 | Hollencrest Capital Management | 27,559 | $560K | 0.0% | -14.4% | 0.056% | |
| 7/17/2024 | Leavell Investment Management Inc. | 117,596 | $2.39M | 0.1% | +25.7% | 0.237% | |
| 7/9/2024 | Lynx Investment Advisory | 7,814 | $159K | 0.1% | N/A | 0.016% | |
| 4/24/2024 | Leavell Investment Management Inc. | 93,556 | $1.85M | 0.1% | +5.3% | 0.192% | |
| 4/22/2024 | Accordant Advisory Group Inc | 10,040 | $198K | 0.1% | N/A | 0.021% | |
| 4/10/2024 | Bruce G. Allen Investments LLC | 32,492 | $642K | 0.5% | -11.0% | 0.073% | |
| 2/6/2024 | Disciplina Capital Management LLC | 264,815 | $5.13M | 1.0% | +34.0% | 0.593% | |
| 1/23/2024 | Leavell Investment Management Inc. | 88,857 | $1.72M | 0.1% | +14.5% | 0.199% | |
| 1/11/2024 | Bruce G. Allen Investments LLC | 36,527 | $707K | 0.6% | N/A | 0.082% | |
| 11/13/2023 | Hollencrest Capital Management | 27,337 | $577K | 0.1% | -12.6% | 0.061% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 19,039 | $402K | 0.0% | -44.6% | 0.043% | |
| 10/16/2023 | Leavell Investment Management Inc. | 77,585 | $1.64M | 0.1% | +4.1% | 0.174% | |
| 8/15/2023 | Broadview Financial Management LLC | 19,283 | $389K | 0.3% | -22.7% | 0.043% | |
| 8/15/2023 | Cahill Financial Advisors Inc. | 30,188 | $609K | 0.1% | +6.1% | 0.068% | |
| 8/10/2023 | Hollencrest Capital Management | 31,264 | $630K | 0.1% | +10.0% | 0.070% | |
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| 7/19/2023 | Leavell Investment Management Inc. | 74,561 | $1.50M | 0.1% | +11.1% | 0.167% | |
| 7/18/2023 | Fiduciary Alliance LLC | 68,781 | $1.39M | 0.3% | -49.9% | 0.154% | |
| 5/12/2023 | Retirement Group LLC | 34,317 | $713K | 0.3% | +14.4% | 0.076% | |
| 5/12/2023 | AXS Investments LLC | 2,685 | $56K | 0.0% | -23.8% | 0.006% | |
| 5/12/2023 | Cahill Financial Advisors Inc. | 28,457 | $591K | 0.1% | +18.1% | 0.063% | |
| 4/28/2023 | Broadview Financial Management LLC | 24,943 | $518K | 0.5% | -2.7% | 0.055% | |
| 4/20/2023 | Community Bank N.A. | 17,670 | $367K | 0.0% | +8.2% | 0.044% | |
| 4/18/2023 | Fiduciary Alliance LLC | 137,261 | $2.85M | 0.7% | +6.3% | 0.339% | |
| 4/13/2023 | Leavell Investment Management Inc. | 67,137 | $1.39M | 0.1% | -48.7% | 0.166% | |
| 2/14/2023 | SJA Financial Advisory LLC | 25,640 | $566K | 0.5% | N/A | 0.064% | |
| 2/13/2023 | AXS Investments LLC | 3,525 | $78K | 0.0% | N/A | 0.009% | |
| 2/9/2023 | Advisors Preferred LLC | 9,551 | $205K | 0.1% | +119.2% | 0.024% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 33,306 | $735K | 0.0% | +16.0% | 0.083% | |
| 2/7/2023 | Hollencrest Capital Management | 28,279 | $624K | 0.1% | +15.6% | 0.071% | |
| 2/2/2023 | Congress Wealth Management LLC DE | 79,898 | $1.76M | 0.0% | +0.7% | 0.200% | |
| 1/26/2023 | Hanseatic Management Services Inc. | 63,421 | $1.40M | 3.5% | -3.0% | 0.159% | |
| 1/19/2023 | Fiduciary Alliance LLC | 129,149 | $2.85M | 0.7% | N/A | 0.327% | |
| 1/17/2023 | Leavell Investment Management Inc. | 130,900 | $2.89M | 0.2% | -17.8% | 0.331% | |
| 1/12/2023 | Titleist Asset Management LTD. | 50,493 | $1.11M | 0.3% | +1.8% | 0.127% | |
| 12/5/2022 | LFS Asset Management | 65,559 | $1.69M | 1.7% | N/A | 0.172% | |
| 11/22/2022 | IHT Wealth Management LLC | 14,841 | $383K | 0.0% | +9.7% | 0.039% | |
| 11/15/2022 | Titleist Asset Management LTD. | 49,577 | $1.28M | 0.3% | +312.8% | 0.130% | |
| 11/15/2022 | Flow Traders U.S. LLC | 29,840 | $771K | 0.0% | +3.1% | 0.078% | |
| 11/10/2022 | Summit Trail Advisors LLC | 8,864 | $229K | 0.0% | N/A | 0.023% | |
| 11/9/2022 | Congress Wealth Management LLC DE | 79,334 | $2.05M | 0.1% | +0.8% | 0.208% | |
| 11/8/2022 | Strategic Blueprint LLC | 11,050 | $285K | 0.0% | -17.6% | 0.029% | |
| 11/8/2022 | Hanseatic Management Services Inc. | 65,371 | $1.69M | 4.6% | +2.1% | 0.171% | |
| 11/7/2022 | Advisors Preferred LLC | 4,357 | $114K | 0.1% | N/A | 0.011% | |
| 11/4/2022 | Cowa LLC | 25,366 | $655K | 0.4% | -27.3% | 0.066% | |
| 10/28/2022 | Community Bank N.A. | 16,240 | $419K | 0.1% | N/A | 0.042% | |
| 10/28/2022 | Hollencrest Capital Management | 24,454 | $632K | 0.1% | +17.5% | 0.064% | |
| 10/17/2022 | Leavell Investment Management Inc. | 159,239 | $4.11M | 0.3% | +1.5% | 0.416% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 28,710 | $742K | 0.0% | -35.6% | 0.075% | |
| 9/23/2022 | Capital Wealth Alliance LLC | 46,647 | $1.25M | 0.5% | N/A | 0.128% | |
| 8/15/2022 | USAdvisors Wealth Management LLC | 32,561 | $884K | 0.4% | N/A | 0.089% | |
| 8/13/2022 | Flow Traders U.S. LLC | 28,940 | $786K | 0.0% | N/A | 0.080% | |
| 8/12/2022 | Congress Wealth Management LLC DE | 78,669 | $2.14M | 0.1% | -7.2% | 0.216% | |
| 8/5/2022 | OLD Mission Capital LLC | 7,953 | $216K | 0.0% | -86.3% | 0.022% | |
| 8/5/2022 | Hanseatic Management Services Inc. | 64,008 | $1.74M | 4.0% | N/A | 0.176% | |
| 8/3/2022 | SJA Financial Advisory LLC | 35,181 | $956K | 0.9% | -7.5% | 0.097% | |
| 8/2/2022 | Capital Wealth Alliance LLC | 46,647 | $1.25M | 0.8% | N/A | 0.128% | |
| 7/29/2022 | Patriot Financial Group Insurance Agency LLC | 4,672 | $127K | 0.0% | -28.9% | 0.013% | |
| 7/28/2022 | Leavell Investment Management Inc. | 156,917 | $4.26M | 0.3% | +8.2% | 0.438% | |
| 7/21/2022 | Hollencrest Capital Management | 20,808 | $565K | 0.1% | N/A | 0.057% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 44,561 | $1.21M | 0.0% | -46.8% | 0.116% | |
| 5/12/2022 | Cambridge Investment Research Advisors Inc. | 83,724 | $2.41M | 0.0% | +214.4% | 0.225% | |
| 5/11/2022 | Patriot Financial Group Insurance Agency LLC | 6,569 | $189K | 0.0% | +6.5% | 0.018% | |
| 5/10/2022 | Cumberland Partners Ltd | 11,633 | $334K | 0.0% | +3.6% | 0.031% | |
| 5/10/2022 | Tcwp LLC | 3,048 | $87K | 0.0% | N/A | 0.008% | |
| 5/10/2022 | Dravo Bay LLC | 5,221 | $150K | 0.1% | N/A | 0.014% | |
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| 5/4/2022 | Titleist Asset Management LTD. | 13,832 | $397K | 0.1% | -49.1% | 0.037% | |
| 4/21/2022 | SJA Financial Advisory LLC | 38,032 | $1.09M | 0.8% | -17.8% | 0.103% | |
| 4/21/2022 | Leavell Investment Management Inc. | 145,085 | $4.17M | 0.3% | +26.9% | 0.392% | |
| 4/7/2022 | ACG Wealth | 17,773 | $510K | 0.1% | -18.4% | 0.048% | |
| 2/17/2022 | Titleist Asset Management LTD. | 27,165 | $625K | 0.1% | N/A | 0.091% | |
| 2/16/2022 | SJA Financial Advisory LLC | 46,290 | $1.06M | 0.8% | N/A | 0.155% | |
| 2/14/2022 | IHT Wealth Management LLC | 12,147 | $279K | 0.0% | +16.3% | 0.041% | |
| 2/7/2022 | Advisors Preferred LLC | 6,320 | $146K | 0.0% | N/A | 0.021% | |
| 2/4/2022 | Cowa LLC | 46,906 | $1.08M | 0.5% | +28.6% | 0.158% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 26,633 | $612K | 0.0% | +7.1% | 0.090% | |
