| 5/16/2025 | Jones Financial Companies Lllp | 369,949 | $8.09M | 0.0% | +544.1% | 0.587% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 350,163 | $7.66M | 2.2% | +1.9% | 0.728% | |
| 5/12/2025 | Covestor Ltd | 12,341 | $270K | 0.2% | -3.7% | 0.026% | |
| 5/1/2025 | Fifth Third Securities Inc. | 26,552 | $580K | 0.0% | -12.5% | 0.055% | |
| 4/28/2025 | First Horizon Advisors Inc. | 12,021 | $263K | 0.0% | -72.1% | 0.025% | |
| 4/4/2025 | Quent Capital LLC | 110,994 | $2.43M | 0.3% | +5.7% | 0.245% | |
| 2/17/2025 | Fairview Capital Investment Management LLC | 36,091 | $772K | 0.0% | +6.4% | 0.080% | |
| 2/17/2025 | Colonial Trust Co SC | 1,218 | $27K | 0.0% | -67.1% | 0.003% | |
| 2/17/2025 | Ameriprise Financial Inc. | 219,251 | $4.69M | 0.0% | +8.1% | 0.486% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 1,936 | $42K | 0.0% | -37.8% | 0.004% | |
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| 2/13/2025 | Covestor Ltd | 12,821 | $274K | 0.2% | +4.0% | 0.028% | |
| 2/12/2025 | JPMorgan Chase & Co. | 12,435 | $266K | 0.0% | -7.8% | 0.028% | |
| 2/10/2025 | RPg Family Wealth Advisory LLC | 343,716 | $7.35M | 2.6% | -2.9% | 0.762% | |
| 2/7/2025 | United Community Bank | 5,354 | $115K | 0.0% | -13.3% | 0.012% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 1,588 | $34K | 0.0% | N/A | 0.004% | |
| 2/6/2025 | Jones Financial Companies Lllp | 57,433 | $1.23M | 0.0% | +67.5% | 0.127% | |
| 2/3/2025 | First Horizon Advisors Inc. | 43,143 | $923K | 0.0% | +259.6% | 0.096% | |
| 2/3/2025 | Leuthold Group LLC | 394,371 | $8.44M | 1.0% | -3.9% | 0.874% | |
| 1/29/2025 | Quent Capital LLC | 105,036 | $2.25M | 0.2% | +49.5% | 0.227% | |
| 1/23/2025 | Strategic Wealth Investment Group LLC | 10,009 | $214K | 0.0% | N/A | 0.021% | |
| 1/23/2025 | Fifth Third Securities Inc. | 30,331 | $649K | 0.1% | +5.3% | 0.064% | |
| 1/22/2025 | Strategic Wealth Investment Group LLC | 10,009 | $214K | 0.0% | N/A | 0.021% | |
| 1/21/2025 | Euro Pacific Asset Management LLC | 56,818 | $1.23M | 0.3% | +1.3% | 0.119% | |
| 12/26/2024 | JPMorgan Chase & Co. | 13,486 | $315K | 0.0% | +21.7% | 0.031% | |
| 11/14/2024 | RPg Family Wealth Advisory LLC | 354,070 | $8.27M | 2.4% | +2,309.8% | 0.812% | |
| 11/8/2024 | First Horizon Advisors Inc. | 11,998 | $280K | 0.0% | -24.9% | 0.027% | |
| 10/9/2024 | Money Design Co. Ltd. | 79,807 | $1.86M | 0.1% | -1.2% | 0.176% | |
| 8/12/2024 | Leuthold Group LLC | 413,245 | $8.86M | 1.0% | +0.2% | 1.049% | |
| 8/5/2024 | BTS Asset Management Inc. | 15,620 | $335K | 0.3% | +32.8% | 0.040% | |
| 7/15/2024 | Fifth Third Securities Inc. | 29,044 | $622K | 0.1% | +16.9% | 0.072% | |
| 5/11/2024 | Covestor Ltd | 10,521 | $234K | 0.1% | +10.9% | 0.026% | |
| 5/6/2024 | Leuthold Group LLC | 412,235 | $9.17M | 1.0% | -9.3% | 1.031% | |
| 5/3/2024 | United Community Bank | 3,877 | $86K | 0.0% | +27.5% | 0.010% | |
| 5/2/2024 | Quent Capital LLC | 72,559 | $1.61M | 0.2% | +5.3% | 0.181% | |
| 4/22/2024 | BTS Asset Management Inc. | 11,764 | $262K | 0.2% | +11.4% | 0.029% | |
| 3/4/2024 | Richardson Financial Services Inc. | 1,477 | $34K | 0.0% | N/A | 0.004% | |
| 2/15/2024 | Comerica Bank | 58,423 | $1.35M | 0.0% | +309.4% | 0.143% | |
| 2/13/2024 | Fairview Capital Investment Management LLC | 34,116 | $791K | 0.0% | -15.8% | 0.084% | |
| 2/13/2024 | Jones Financial Companies Lllp | 25,862 | $599K | 0.0% | -6.3% | 0.063% | |
| 2/6/2024 | Cullen Frost Bankers Inc. | 22,991 | $533K | 0.0% | N/A | 0.056% | |
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| 2/6/2024 | Leuthold Group LLC | 454,432 | $10.53M | 1.3% | -20.5% | 1.114% | |
| 2/6/2024 | First Horizon Advisors Inc. | 92,034 | $2.13M | 0.1% | +582.1% | 0.226% | |
| 1/31/2024 | Euro Pacific Asset Management LLC | 51,261 | $1.21M | 0.3% | -5.1% | 0.126% | |
| 1/29/2024 | Tennessee Valley Asset Management Partners | 11,050 | $256K | 0.1% | N/A | 0.027% | |
| 1/29/2024 | Money Design Co. Ltd. | 139,460 | $3.23M | 0.2% | +2.1% | 0.342% | |
| 1/24/2024 | Tsfg LLC | 2,118 | $49K | 0.0% | -45.5% | 0.005% | |
| 1/19/2024 | Quent Capital LLC | 68,908 | $1.60M | 0.2% | -82.2% | 0.160% | |
| 1/18/2024 | BTS Asset Management Inc. | 10,561 | $245K | 0.2% | N/A | 0.024% | |
| 1/17/2024 | Fiduciary Alliance LLC | 9,468 | $219K | 0.0% | -18.8% | 0.021% | |
| 1/11/2024 | Worth Asset Management LLC | 9,957 | $231K | 0.2% | N/A | 0.022% | |
| 11/16/2023 | Blueprint Investment Partners LLC | 150,708 | $3.20M | 1.0% | +17.5% | 0.355% | |
| 11/14/2023 | Jones Financial Companies Lllp | 27,588 | $586K | 0.0% | -11.1% | 0.067% | |
| 11/13/2023 | Financial Engines Advisors L.L.C. | 489,983 | $10.41M | 0.0% | -43.8% | 1.186% | |
| 11/7/2023 | Leuthold Group LLC | 571,779 | $12.15M | 1.7% | -30.1% | 1.426% | |
| 11/6/2023 | Euro Pacific Asset Management LLC | 54,038 | $1.16M | 0.3% | +7.9% | 0.135% | |
| 10/30/2023 | Arete Wealth Advisors LLC | 12,187 | $259K | 0.0% | N/A | 0.030% | |
| 10/30/2023 | Money Design Co. Ltd. | 136,536 | $2.90M | 0.2% | +1.3% | 0.340% | |
| 10/27/2023 | First Horizon Advisors Inc. | 13,492 | $287K | 0.0% | -22.3% | 0.034% | |
| 10/18/2023 | Fiduciary Alliance LLC | 11,665 | $248K | 0.0% | +21.9% | 0.029% | |
| 10/17/2023 | Newbridge Financial Services Group Inc. | 1,179 | $25K | 0.0% | -35.0% | 0.003% | |
| 10/10/2023 | Quent Capital LLC | 386,258 | $8.20M | 1.3% | +8.0% | 0.983% | |
| 8/11/2023 | Financial Engines Advisors L.L.C. | 872,544 | $19.68M | 0.0% | +3.5% | 2.073% | |
| 8/9/2023 | Flow Traders U.S. LLC | 25,819 | $582K | 0.0% | N/A | 0.061% | |
| 8/9/2023 | Jones Financial Companies Lllp | 31,026 | $700K | 0.0% | -3.4% | 0.074% | |
| 8/8/2023 | Leuthold Group LLC | 818,347 | $18.45M | 2.4% | -0.5% | 1.944% | |
| 7/28/2023 | Money Design Co. Ltd. | 134,816 | $3.04M | 0.2% | +381.6% | 0.323% | |
| 7/18/2023 | Fiduciary Alliance LLC | 9,568 | $216K | 0.0% | N/A | 0.022% | |
| 7/10/2023 | Quent Capital LLC | 357,784 | $8.07M | 1.3% | +5.5% | 0.815% | |
| 5/11/2023 | Jones Financial Companies Lllp | 32,132 | $743K | 0.0% | -1.4% | 0.070% | |
| 5/5/2023 | Assetmark Inc. | 100,564 | $2.33M | 0.0% | -44.3% | 0.217% | |
| 5/2/2023 | Vicus Capital | 79,951 | $1.85M | 0.2% | N/A | 0.172% | |
| 4/27/2023 | Money Design Co. Ltd. | 27,995 | $647K | 0.0% | +4.4% | 0.060% | |
| 4/26/2023 | Q3 Asset Management | 79,452 | $1.84M | 1.5% | N/A | 0.171% | |
| 4/18/2023 | Leuthold Group LLC | 822,308 | $19.01M | 2.5% | +0.9% | 1.720% | |
| 4/17/2023 | First National Bank of South Miami | 2,371 | $55K | 0.0% | -17.7% | 0.005% | |
| 4/6/2023 | Quent Capital LLC | 339,105 | $7.84M | 1.3% | +4.8% | 0.693% | |
| 3/6/2023 | OLD Mission Capital LLC | 5,930 | $133K | 0.0% | N/A | 0.012% | |
| 2/10/2023 | First Horizon Advisors Inc. | 54,728 | $1.23M | 0.0% | +210.3% | 0.106% | |
| 2/10/2023 | Fairview Capital Investment Management LLC | 49,672 | $1.11M | 0.1% | -61.5% | 0.097% | |
| 2/10/2023 | CoreCap Advisors LLC | 69,637 | $1.56M | 0.1% | N/A | 0.135% | |
| 2/2/2023 | Congress Wealth Management LLC DE | 41,718 | $936K | 0.0% | -1.4% | 0.084% | |
| 2/2/2023 | Silver Oak Securities Incorporated | 18,061 | $405K | 0.1% | N/A | 0.036% | |
| 1/31/2023 | Leuthold Group LLC | 814,684 | $18.27M | 2.5% | +32.0% | 1.585% | |
| 1/31/2023 | Money Design Co. Ltd. | 26,826 | $602K | 0.0% | +11.9% | 0.054% | |
| 1/26/2023 | Comerica Bank | 117,581 | $2.74M | 0.0% | +469.0% | 0.236% | |
| 1/19/2023 | Quent Capital LLC | 323,517 | $7.26M | 1.3% | -10.1% | 0.648% | |
| 1/18/2023 | Private Trust Co. NA | 1,602 | $36K | 0.0% | N/A | 0.003% | |
| 1/12/2023 | First National Bank of South Miami | 2,881 | $65K | 0.0% | -29.9% | 0.006% | |
| 11/15/2022 | Fairview Capital Investment Management LLC | 129,031 | $2.69M | 0.2% | -7.0% | 0.312% | |
| 11/15/2022 | Flow Traders U.S. LLC | 10,530 | $219K | 0.0% | N/A | 0.025% | |
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| 11/10/2022 | Quent Capital LLC | 359,883 | $7.50M | 1.6% | +197.5% | 0.884% | |
| 11/10/2022 | JFG Wealth Management LLC | 17,640 | $367K | 0.1% | +12.2% | 0.043% | |
| 11/10/2022 | Johnson Financial Group LLC | 378,829 | $7.89M | 1.1% | +697.5% | 0.917% | |
| 11/9/2022 | First Horizon Advisors Inc. | 17,637 | $367K | 0.0% | -22.8% | 0.043% | |
| 11/9/2022 | Congress Wealth Management LLC DE | 42,308 | $881K | 0.0% | -5.5% | 0.104% | |
| 11/3/2022 | Jones Financial Companies Lllp | 25,335 | $528K | 0.0% | +4.2% | 0.062% | |
| 10/31/2022 | Leuthold Group LLC | 617,240 | $12.86M | 1.9% | +193.6% | 1.517% | |
| 10/31/2022 | First National Bank of South Miami | 4,110 | $86K | 0.1% | -10.5% | 0.010% | |
| 10/28/2022 | Comerica Bank | 20,665 | $424K | 0.0% | +28.7% | 0.051% | |
| 10/20/2022 | Tsfg LLC | 3,884 | $81K | 0.0% | -15.7% | 0.010% | |
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