| 5/7/2026 | Crescent Grove Advisors LLC | 151,258 | $5.20M | 0.5% | +8.6% | 0.403% | |
| 5/5/2026 | Bank of New York Mellon Corp | 348,902 | $12.00M | 0.0% | +15.0% | 0.929% | |
| 4/30/2026 | Millstone Evans Group LLC | 830 | $29K | 0.0% | N/A | 0.002% | |
| 4/28/2026 | Bogart Wealth LLC | 1,000 | $34K | 0.0% | N/A | 0.003% | |
| 4/27/2026 | Sound Income Strategies LLC | 4,035 | $139K | 0.0% | N/A | 0.011% | |
| 4/24/2026 | Root Financial Partners LLC | 1,217 | $42K | 0.0% | N/A | 0.003% | |
| 4/24/2026 | Argent Advisors Inc. | 235,524 | $8.10M | 2.2% | +0.9% | 0.627% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 158,519 | $5.45M | 0.0% | +44.5% | 0.422% | |
| 2/18/2026 | NewEdge Advisors LLC | 108,066 | $3.37M | 0.0% | -58.5% | 0.318% | |
| 2/18/2026 | IHT Wealth Management LLC | 11,589 | $361K | 0.0% | +7.0% | 0.034% | |
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| 2/17/2026 | Captrust Financial Advisors | 6,492 | $202K | 0.0% | N/A | 0.019% | |
| 2/13/2026 | Marshall Wace LLP | 180,877 | $5.64M | 0.0% | +4.3% | 0.532% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 109,694 | $3.42M | 0.0% | +33.3% | 0.323% | |
| 2/11/2026 | Winnow Wealth LLC | 19,454 | $623K | 0.5% | -7.9% | 0.057% | |
| 2/11/2026 | JPMorgan Chase & Co. | 277,124 | $8.64M | 0.0% | +69.8% | 0.815% | |
| 2/11/2026 | Argent Advisors Inc. | 233,532 | $7.28M | 2.0% | -6.0% | 0.687% | |
| 2/11/2026 | Crescent Grove Advisors LLC | 139,341 | $4.34M | 0.4% | +1.0% | 0.410% | |
| 2/5/2026 | Western Wealth Management LLC | 9,413 | $293K | 0.0% | +17.0% | 0.028% | |
| 2/4/2026 | Raelipskie Partnership | 21,540 | $671K | 0.3% | +1.6% | 0.063% | |
| 2/3/2026 | Vantage Financial Partners LLC | 30,270 | $943K | 0.2% | +1.4% | 0.089% | |
| 1/1/2026 | JPMorgan Chase & Co. | 163,251 | $4.85M | 0.0% | -3.2% | 0.512% | |
| 12/23/2025 | Triumph Capital Management | 1,145 | $34K | 0.0% | N/A | 0.004% | |
| 11/17/2025 | NewEdge Advisors LLC | 260,621 | $7.74M | 0.0% | +1.6% | 0.817% | |
| 11/17/2025 | Triumph Capital Management | 1,145 | $34K | 0.0% | N/A | 0.004% | |
| 11/17/2025 | United Capital Financial Advisors LLC | 47,142 | $1.40M | 0.0% | -11.8% | 0.148% | |
| 11/17/2025 | Ameriprise Financial Inc. | 10,573 | $314K | 0.0% | +4.1% | 0.033% | |
| 11/14/2025 | Benchmark Investment Advisors LLC | 48,900 | $1.45M | 0.8% | N/A | 0.153% | |
| 11/12/2025 | 10Elms LLP | 26,106 | $775K | 0.7% | +8.7% | 0.082% | |
| 11/7/2025 | Crestwood Advisors Group LLC | 44,116 | $1.31M | 0.0% | +3.4% | 0.138% | |
| 11/7/2025 | JPMorgan Chase & Co. | 163,251 | $4.85M | 0.0% | -3.2% | 0.512% | |
| 11/7/2025 | Vista Capital Partners Inc. | 26,957 | $800K | 0.1% | N/A | 0.085% | |
| 11/6/2025 | Western Wealth Management LLC | 8,042 | $239K | 0.0% | N/A | 0.025% | |
| 11/5/2025 | Vantage Financial Partners LLC | 29,858 | $886K | 0.2% | -9.6% | 0.094% | |
| 11/4/2025 | Jones Financial Companies Lllp | 13,480 | $397K | 0.0% | +33.3% | 0.042% | |
| 11/4/2025 | Winnow Wealth LLC | 21,114 | $633K | 0.5% | N/A | 0.066% | |
| 11/3/2025 | Argent Advisors Inc. | 248,526 | $7.38M | 2.2% | +2.6% | 0.779% | |
| 10/16/2025 | Lowe Wealth Advisors LLC | 23,235 | $690K | 0.3% | +2.2% | 0.073% | |
| 8/15/2025 | Ameriprise Financial Inc. | 10,159 | $291K | 0.0% | -40.7% | 0.034% | |
| 8/14/2025 | NewEdge Advisors LLC | 256,538 | $7.35M | 0.0% | +25.6% | 0.851% | |
| 8/13/2025 | Marshall Wace LLP | 169,742 | $4.86M | 0.0% | +225.3% | 0.563% | |
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| 8/13/2025 | Baird Financial Group Inc. | 52,755 | $1.51M | 0.0% | +4.7% | 0.175% | |
| 8/13/2025 | Crescent Grove Advisors LLC | 131,280 | $3.76M | 0.4% | +7.4% | 0.435% | |
| 8/12/2025 | JPMorgan Chase & Co. | 168,700 | $4.83M | 0.0% | +33.3% | 0.560% | |
| 8/5/2025 | Crestwood Advisors Group LLC | 42,647 | $1.22M | 0.0% | +3.0% | 0.142% | |
| 8/5/2025 | Bank of New York Mellon Corp | 221,610 | $6.35M | 0.0% | +42.1% | 0.739% | |
| 7/29/2025 | Morgan Dempsey Capital Management LLC | 1,839 | $53K | 0.0% | N/A | 0.006% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 32,513 | $932K | 0.0% | +34.8% | 0.108% | |
| 7/8/2025 | Lowe Wealth Advisors LLC | 22,725 | $651K | 0.3% | +2.2% | 0.076% | |
| 5/16/2025 | NewEdge Advisors LLC | 204,303 | $5.58M | 0.0% | +347.2% | 0.757% | |
| 5/15/2025 | Benchmark Investment Advisors LLC | 47,410 | $1.29M | 0.8% | +5.6% | 0.176% | |
| 5/15/2025 | Baird Financial Group Inc. | 50,380 | $1.38M | 0.0% | +6.0% | 0.187% | |
| 5/7/2025 | Vantage Financial Partners LLC | 32,248 | $880K | 0.2% | +13.4% | 0.119% | |
| 4/29/2025 | Bank of New York Mellon Corp | 155,934 | $4.26M | 0.0% | +22.1% | 0.578% | |
| 4/29/2025 | Olde Wealth Management LLC | 1,304 | $35K | 0.0% | N/A | 0.005% | |
| 4/25/2025 | Argent Advisors Inc. | 239,214 | $6.53M | 2.2% | +5.0% | 0.886% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 122,221 | $3.34M | 0.3% | +3.6% | 0.449% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 24,124 | $658K | 0.0% | N/A | 0.089% | |
| 4/8/2025 | Lowe Wealth Advisors LLC | 22,225 | $607K | 0.3% | +29.2% | 0.082% | |
| 4/7/2025 | Summit Global Investments | 89,848 | $2.45M | 0.2% | -67.6% | 0.330% | |
| 2/18/2025 | 10Elms LLP | 17,871 | $462K | 0.5% | N/A | 0.071% | |
| 2/17/2025 | Baird Financial Group Inc. | 47,544 | $1.23M | 0.0% | +3.7% | 0.189% | |
| 2/17/2025 | Ameriprise Financial Inc. | 25,901 | $669K | 0.0% | -2.3% | 0.103% | |
| 2/14/2025 | IHT Wealth Management LLC | 9,838 | $254K | 0.0% | -30.7% | 0.039% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 65,171 | $1.68M | 0.0% | -6.4% | 0.259% | |
| 2/13/2025 | Benchmark Investment Advisors LLC | 44,910 | $1.16M | 0.8% | +14.1% | 0.178% | |
| 2/12/2025 | OLD Mission Capital LLC | 156,024 | $4.03M | 0.1% | -64.9% | 0.619% | |
| 2/12/2025 | JPMorgan Chase & Co. | 58,111 | $1.50M | 0.0% | -23.3% | 0.231% | |
| 2/11/2025 | Summit Global Investments | 277,435 | $7.17M | 0.4% | N/A | 1.101% | |
| 2/10/2025 | Argent Advisors Inc. | 227,898 | $5.89M | 2.2% | +12.3% | 0.904% | |
| 2/6/2025 | Vantage Financial Partners LLC | 28,443 | $735K | 0.2% | +29.6% | 0.113% | |
| 2/6/2025 | Jones Financial Companies Lllp | 2,583 | $67K | 0.0% | +867.4% | 0.010% | |
| 2/4/2025 | Bank of New York Mellon Corp | 127,710 | $3.30M | 0.0% | +44.6% | 0.507% | |
| 2/4/2025 | Crestwood Advisors Group LLC | 41,393 | $1.07M | 0.0% | +2.3% | 0.164% | |
| 1/31/2025 | Raelipskie Partnership | 20,830 | $538K | 0.3% | -13.0% | 0.083% | |
| 1/21/2025 | Crescent Grove Advisors LLC | 117,971 | $3.05M | 0.3% | +13.2% | 0.468% | |
| 1/10/2025 | Lowe Wealth Advisors LLC | 17,201 | $444K | 0.2% | +13.9% | 0.068% | |
| 12/26/2024 | JPMorgan Chase & Co. | 75,752 | $2.17M | 0.0% | +281.9% | 0.301% | |
| 11/15/2024 | IHT Wealth Management LLC | 14,203 | $408K | 0.0% | +53.0% | 0.056% | |
| 11/14/2024 | Flow Traders U.S. LLC | 36,030 | $1.03M | 0.1% | -88.2% | 0.143% | |
| 10/30/2024 | Crescent Grove Advisors LLC | 104,229 | $2.99M | 0.3% | +11.1% | 0.414% | |
| 10/9/2024 | Pinnacle Bancorp Inc. | 5,800 | $166K | 0.0% | +45.0% | 0.023% | |
| 10/2/2024 | Lowe Wealth Advisors LLC | 15,100 | $433K | 0.2% | +5.4% | 0.060% | |
| 8/27/2024 | Custom Portfolio Group LLC | 81,733 | $2.15M | 1.7% | +15.5% | 0.324% | |
| 8/7/2024 | Vantage Financial Partners LLC | 21,354 | $580K | 0.2% | +2.6% | 0.085% | |
| 7/30/2024 | Argent Advisors Inc. | 201,183 | $5.47M | 2.2% | +1.9% | 0.798% | |
| 7/26/2024 | Bank of New York Mellon Corp | 65,462 | $1.78M | 0.0% | +71.2% | 0.260% | |
| 7/9/2024 | Lowe Wealth Advisors LLC | 14,322 | $389K | 0.2% | +42.6% | 0.057% | |
| 5/23/2024 | Raelipskie Partnership | 24,350 | $637K | 0.4% | -5.5% | 0.097% | |
| 5/21/2024 | LRI Investments LLC | 25,000 | $719K | 0.1% | N/A | 0.099% | |
| 5/15/2024 | Flow Traders U.S. LLC | 342,103 | $8.95M | 0.5% | +212.1% | 1.358% | |
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| 5/15/2024 | LRI Investments LLC | 25,000 | $719K | 0.1% | N/A | 0.099% | |
| 5/14/2024 | OLD Mission Capital LLC | 616,638 | $16.13M | 0.3% | +13.6% | 2.447% | |
| 5/2/2024 | Argent Advisors Inc. | 197,422 | $5.17M | 2.0% | -8.8% | 0.764% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 54,190 | $1.42M | 0.0% | -18.9% | 0.210% | |
| 4/15/2024 | Security National Bank | 4,906 | $128K | 0.0% | +40.1% | 0.019% | |
| 2/15/2024 | OLD Mission Capital LLC | 542,872 | $14.38M | 0.3% | N/A | 2.137% | |
| 2/12/2024 | Parallel Advisors LLC | 5,000 | $132K | 0.0% | +150.0% | 0.020% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 66,854 | $1.77M | 0.0% | +0.8% | 0.263% | |
| 2/5/2024 | Vantage Financial Partners LLC | 20,722 | $549K | 0.2% | +5.9% | 0.082% | |
| 1/30/2024 | Crescent Grove Advisors LLC | 93,503 | $2.48M | 0.3% | -19.6% | 0.368% | |