| 5/16/2025 | Plotkin Financial Advisors LLC | 59,446 | $2.42M | 1.5% | -2.1% | 0.057% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 85,894 | $3.50M | 0.2% | +140.2% | 0.085% | |
| 5/9/2025 | West Michigan Advisors LLC | 346,799 | $14.14M | 4.7% | +1.1% | 0.341% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 318,031 | $12.97M | 0.4% | +4.1% | 0.313% | |
| 5/8/2025 | Atlas Wealth LLC | 6,640 | $271K | 0.1% | -40.3% | 0.007% | |
| 5/7/2025 | Vantage Financial Partners LLC | 418,104 | $17.05M | 4.2% | +0.7% | 0.412% | |
| 4/29/2025 | Sierra Ocean LLC | 116,212 | $4.74M | 3.7% | +4.6% | 0.114% | |
| 4/29/2025 | Bank of New York Mellon Corp | 285,606 | $11.64M | 0.0% | -3.6% | 0.281% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 14,818 | $604K | 0.2% | +81.6% | 0.015% | |
| 4/28/2025 | Private Trust Co. NA | 17,161 | $700K | 0.1% | +14.6% | 0.017% | |
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| 4/24/2025 | Jaffetilchin Investment Partners LLC | 106,415 | $4.34M | 0.3% | -2.1% | 0.105% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 177,643 | $7.24M | 0.0% | +20.0% | 0.175% | |
| 4/21/2025 | ORG Wealth Partners LLC | 40,554 | $1.65M | 0.5% | N/A | 0.040% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 20,985 | $856K | 0.0% | +27.2% | 0.021% | |
| 4/17/2025 | NBT Bank N A NY | 21,116 | $861K | 0.1% | +2.1% | 0.021% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 1,611,072 | $65.68M | 0.2% | +8.0% | 1.617% | |
| 4/8/2025 | Rothschild Investment LLC | 14,515 | $592K | 0.0% | +20.8% | 0.015% | |
| 3/6/2025 | Plotkin Financial Advisors LLC | 60,723 | $2.46M | 1.5% | -2.1% | 0.063% | |
| 2/24/2025 | Ameriflex Group Inc. | 1,507 | $64K | 0.0% | N/A | 0.002% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 305,430 | $12.36M | 0.4% | N/A | 0.372% | |
| 2/13/2025 | Jaffetilchin Investment Partners LLC | 108,681 | $4.40M | 0.3% | +4.8% | 0.132% | |
| 2/12/2025 | JPMorgan Chase & Co. | 19,350 | $783K | 0.0% | -7.8% | 0.024% | |
| 2/11/2025 | Runnymede Capital Advisors Inc. | 1,290 | $52K | 0.0% | N/A | 0.002% | |
| 2/11/2025 | Millstone Evans Group LLC | 3,340 | $135K | 0.1% | N/A | 0.004% | |
| 2/11/2025 | Atlas Wealth LLC | 11,120 | $450K | 0.2% | N/A | 0.014% | |
| 2/10/2025 | Farther Finance Advisors LLC | 5,086 | $206K | 0.0% | +41.0% | 0.006% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 35,762 | $1.45M | 0.1% | +31.2% | 0.044% | |
| 2/6/2025 | Vantage Financial Partners LLC | 415,056 | $16.80M | 4.2% | +4.5% | 0.505% | |
| 2/5/2025 | West Michigan Advisors LLC | 343,107 | $13.94M | 4.2% | +4.2% | 0.418% | |
| 2/5/2025 | Private Trust Co. NA | 14,981 | $606K | 0.1% | +15.4% | 0.018% | |
| 2/4/2025 | Bank of New York Mellon Corp | 296,245 | $11.99M | 0.0% | -0.8% | 0.361% | |
| 1/31/2025 | Sierra Ocean LLC | 111,049 | $4.50M | 3.7% | N/A | 0.135% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 16,503 | $668K | 0.1% | N/A | 0.020% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 1,491,535 | $60.38M | 0.2% | +3.7% | 1.816% | |
| 1/14/2025 | Rosenberg Matthew Hamilton | 8,159 | $330K | 0.1% | N/A | 0.010% | |
| 1/10/2025 | ORG Partners LLC | 42,798 | $1.73M | 0.2% | -5.8% | 0.052% | |
| 12/26/2024 | JPMorgan Chase & Co. | 20,986 | $864K | 0.0% | -12.6% | 0.026% | |
| 11/14/2024 | Plotkin Financial Advisors LLC | 62,056 | $2.56M | 1.5% | N/A | 0.076% | |
| 11/13/2024 | Private Trust Co. NA | 12,981 | $535K | 0.1% | +170.7% | 0.016% | |
| 11/4/2024 | Jaffetilchin Investment Partners LLC | 103,669 | $4.27M | 0.3% | +5.7% | 0.126% | |
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| 10/30/2024 | United Advisor Group LLC | 13,978 | $576K | 0.1% | +90.6% | 0.017% | |
| 10/30/2024 | Cary Street Partners Asset Management LLC | 270,185 | $11.13M | 1.4% | +6.3% | 0.329% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 1,438,007 | $59.23M | 0.2% | +3.2% | 1.750% | |
| 10/23/2024 | West Michigan Advisors LLC | 329,266 | $13.56M | 4.1% | +0.8% | 0.401% | |
| 10/11/2024 | ORG Partners LLC | 45,440 | $1.87M | 0.3% | -1.5% | 0.055% | |
| 8/7/2024 | Vantage Financial Partners LLC | 324,191 | $12.55M | 3.3% | +2.3% | 0.395% | |
| 8/2/2024 | Capital Square LLC | 27,985 | $1.12M | 0.7% | -0.9% | 0.034% | |
| 7/31/2024 | NBT Bank N A NY | 21,631 | $837K | 0.1% | -2.6% | 0.026% | |
| 7/31/2024 | Rothschild Investment LLC | 12,011 | $465K | 0.0% | N/A | 0.015% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 127,375 | $4.93M | 0.0% | -6.9% | 0.155% | |
| 7/24/2024 | Gilliland Jeter Wealth Management LLC | 6,258 | $242K | 0.1% | -4.6% | 0.008% | |
| 7/23/2024 | Busey Bank | 5,845 | $226K | 0.0% | N/A | 0.007% | |
| 7/16/2024 | ORG Partners LLC | 46,114 | $1.78M | 0.2% | N/A | 0.056% | |
| 7/12/2024 | Webster Bank N. A. | 7,659 | $296K | 0.0% | +9.4% | 0.009% | |
| 7/9/2024 | Kingswood Wealth Advisors LLC | 5,500 | $213K | 0.0% | N/A | 0.007% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 21,870 | $823K | 0.1% | N/A | 0.027% | |
| 5/7/2024 | Capital Square LLC | 28,246 | $1.10M | 0.8% | N/A | 0.034% | |
| 5/4/2024 | Noesis Capital Mangement Corp | 81,193 | $3.16M | 0.7% | -2.6% | 0.099% | |
| 5/3/2024 | Central Pacific Bank Trust Division | 4,316 | $167K | 0.0% | N/A | 0.005% | |
| 5/2/2024 | Vantage Financial Partners LLC | 316,785 | $12.32M | 3.3% | +2.8% | 0.386% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 1,372,634 | $53.37M | 0.2% | +9.2% | 1.684% | |
| 5/1/2024 | Retirement Group LLC | 20,655 | $803K | 0.3% | +2.5% | 0.025% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 5,441 | $212K | 0.0% | N/A | 0.007% | |
| 4/30/2024 | Private Advisor Group LLC | 214,724 | $8.35M | 0.1% | -2.3% | 0.263% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 15,767 | $613K | 0.0% | -12.3% | 0.019% | |
| 4/30/2024 | North Star Investment Management Corp. | 1,960 | $76K | 0.0% | N/A | 0.002% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 136,758 | $5.32M | 0.0% | -7.8% | 0.168% | |
| 4/24/2024 | NBT Bank N A NY | 22,206 | $863K | 0.1% | -7.1% | 0.027% | |
| 4/16/2024 | Webster Bank N. A. | 7,000 | $272K | 0.0% | -61.5% | 0.009% | |
| 4/1/2024 | Park National Corp OH | 7,463 | $290K | 0.0% | -50.0% | 0.009% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 148,363 | $5.42M | 0.0% | -17.3% | 0.184% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 1,257,127 | $45.95M | 0.1% | +10.8% | 1.557% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 40,115 | $1.47M | 0.1% | +71.5% | 0.050% | |
| 2/6/2024 | Noesis Capital Mangement Corp | 83,373 | $3.05M | 0.7% | -0.6% | 0.103% | |
| 2/5/2024 | Cary Street Partners Asset Management LLC | 237,063 | $8.67M | 1.5% | +10.1% | 0.294% | |
| 2/5/2024 | Vantage Financial Partners LLC | 308,177 | $11.26M | 3.3% | -3.8% | 0.382% | |
| 2/2/2024 | Gilliland Jeter Wealth Management LLC | 6,530 | $239K | 0.1% | N/A | 0.008% | |
| 2/1/2024 | First Command Advisory Services Inc. | 1,911 | $70K | 0.0% | N/A | 0.002% | |
| 1/29/2024 | ORG Partners LLC | 48,698 | $1.78M | 0.3% | +11.3% | 0.060% | |
| 1/24/2024 | Prime Capital Investment Advisors LLC | 7,384 | $270K | 0.0% | N/A | 0.009% | |
| 1/24/2024 | Private Trust Co. NA | 2,113 | $77K | 0.0% | +15.5% | 0.003% | |
| 1/23/2024 | Webster Bank N. A. | 18,174 | $664K | 0.1% | +4.0% | 0.023% | |
| 1/16/2024 | Kingswood Wealth Advisors LLC | 8,578 | $314K | 0.0% | N/A | 0.011% | |
| 11/15/2023 | Baker Avenue Asset Management LP | 1,500 | $52K | 0.0% | N/A | 0.002% | |
| 11/14/2023 | Morse Asset Management Inc | 9,840 | $342K | 0.1% | -24.2% | 0.012% | |
| 11/13/2023 | West Michigan Advisors LLC | 386,332 | $13.42M | 7.2% | +7.1% | 0.478% | |
| 11/13/2023 | Cary Street Partners Investment Advisory LLC | 23,384 | $812K | 0.0% | +558.7% | 0.029% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 1,134,707 | $39.41M | 0.1% | +11.4% | 1.405% | |
| 11/4/2023 | Noesis Capital Mangement Corp | 83,873 | $2.91M | 0.8% | -0.6% | 0.104% | |
| 11/3/2023 | ORG Partners LLC | 43,735 | $1.52M | 0.6% | -37.2% | 0.054% | |
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| 11/2/2023 | Vantage Financial Partners LLC | 320,277 | $11.12M | 4.4% | -2.3% | 0.397% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 179,498 | $6.23M | 0.0% | -2.9% | 0.222% | |
| 10/23/2023 | Vicus Capital | 94,464 | $3.28M | 0.3% | +1.4% | 0.117% | |
| 10/18/2023 | Capital Market Strategies LLC | 7,606 | $261K | 0.2% | -4.9% | 0.009% | |
| 10/12/2023 | AdvisorNet Financial Inc | 1,071 | $37K | 0.0% | N/A | 0.001% | |
| 8/17/2023 | Vicus Capital | 93,164 | $3.35M | 0.3% | +1.6% | 0.115% | |
| 8/14/2023 | Morse Asset Management Inc | 12,990 | $468K | 0.1% | -7.1% | 0.016% | |
| 8/10/2023 | Cary Street Partners Asset Management LLC | 195,387 | $7.03M | 1.3% | +9.0% | 0.242% | |
| 8/10/2023 | Cary Street Partners Investment Advisory LLC | 3,550 | $128K | 0.0% | +29.1% | 0.004% | |
| 8/8/2023 | Vantage Financial Partners LLC | 327,756 | $11.80M | 4.4% | +3.3% | 0.406% | |
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