| 5/19/2026 | Bank of America Corp DE | 31,191 | $1.86M | 0.0% | +4.5% | 0.533% | |
| 5/13/2026 | Wealthspire Retirement LLC | 51,658 | $3.09M | 0.2% | +18.1% | 0.883% | |
| 5/2/2026 | Diversify Wealth Management LLC | 9,258 | $589K | 0.0% | N/A | 0.158% | |
| 4/28/2026 | NBT Bank N A NY | 14,885 | $889K | 0.1% | -22.4% | 0.257% | |
| 3/9/2026 | Corient Private Wealth LLC | 18,073 | $1.06M | 0.0% | N/A | 0.317% | |
| 2/19/2026 | Corient Private Wealth LLC | 18,073 | $1.06M | 0.0% | N/A | 0.317% | |
| 2/18/2026 | Wealthspire Retirement LLC | 43,735 | $2.57M | 0.2% | +1.7% | 0.767% | |
| 2/18/2026 | OLD Mission Capital LLC | 11,154 | $657K | 0.0% | -55.3% | 0.196% | |
| 2/17/2026 | Cetera Investment Advisers | 25,981 | $1.53M | 0.0% | +32.1% | 0.456% | |
| 2/17/2026 | Northern Trust Corp | 3,873,176 | $227.98M | 0.0% | -6.1% | 67.950% | |
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| 2/16/2026 | MML Investors Services LLC | 9,626 | $567K | 0.0% | +11.5% | 0.169% | |
| 2/12/2026 | Jane Street Group LLC | 10,877 | $640K | 0.0% | -53.9% | 0.191% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 1,837 | $108K | 0.0% | +28.6% | 0.032% | |
| 2/11/2026 | LPL Financial LLC | 13,224 | $778K | 0.0% | -6.1% | 0.232% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 3,797 | $223K | 0.0% | N/A | 0.067% | |
| 2/10/2026 | ESL Trust Services LLC | 609,395 | $35.87M | 6.9% | +2.8% | 10.691% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 32,005 | $1.88M | 0.0% | +29.4% | 0.561% | |
| 2/9/2026 | Studio Investment Management LLC | 19,932 | $1.17M | 0.2% | +1.6% | 0.350% | |
| 1/29/2026 | Cornerstone National Bank & Trust Co | 80,943 | $4.76M | 1.9% | -0.7% | 1.396% | |
| 1/27/2026 | PFG Advisors | 41,230 | $2.43M | 0.1% | -8.9% | 0.711% | |
| 1/23/2026 | Assetmark Inc. | 2,125 | $125K | 0.0% | -19.4% | 0.037% | |
| 1/23/2026 | Diversify Advisory Services LLC | 9,241 | $569K | 0.0% | N/A | 0.159% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 160,063 | $9.42M | 0.3% | -22.7% | 2.760% | |
| 1/8/2026 | Fermata Advisors LLC | 20,930 | $1.23M | 0.3% | +1.9% | 0.361% | |
| 1/2/2026 | Boltwood Capital Management | 81,539 | $4.80M | 1.2% | +2.9% | 1.359% | |
| 11/21/2025 | Tcfg Wealth Management LLC | 11,693 | $713K | 0.2% | N/A | 0.195% | |
| 11/18/2025 | Tcfg Wealth Management LLC | 11,693 | $713K | 0.1% | N/A | 0.195% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 24,727 | $1.51M | 0.0% | +15.8% | 0.412% | |
| 11/17/2025 | Northern Trust Corp | 4,124,804 | $251.45M | 0.0% | -3.8% | 68.747% | |
| 11/17/2025 | Flow Traders U.S. LLC | 13,358 | $814K | 0.0% | -78.9% | 0.223% | |
| 11/17/2025 | Citadel Advisors LLC | 21,514 | $1.31M | 0.0% | +104.3% | 0.359% | |
| 11/17/2025 | Bank of America Corp DE | 29,844 | $1.82M | 0.0% | +2,550.4% | 0.497% | |
| 11/13/2025 | PFG Advisors | 45,281 | $2.76M | 0.1% | +1.0% | 0.755% | |
| 11/5/2025 | Smartleaf Asset Management LLC | 7,904 | $478K | 0.0% | N/A | 0.132% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 117,472 | $7.16M | 0.0% | +5.4% | 1.958% | |
| 11/4/2025 | ESL Trust Services LLC | 592,991 | $36.15M | 7.1% | -1.8% | 9.883% | |
| 10/28/2025 | NBT Bank N A NY | 19,225 | $1.17M | 0.1% | -2.8% | 0.320% | |
| 10/24/2025 | Bristlecone Advisors LLC | 18,455 | $1.13M | 0.1% | -4.1% | 0.303% | |
| 10/9/2025 | Dynamic Advisor Solutions LLC | 206,956 | $12.62M | 0.4% | +4.7% | 3.338% | |
| 10/9/2025 | Fermata Advisors LLC | 20,548 | $1.25M | 0.3% | +18.0% | 0.331% | |
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| 10/6/2025 | Boltwood Capital Management | 79,262 | $4.83M | 1.3% | +2.2% | 1.278% | |
| 10/3/2025 | St. Clair Advisors LLC | 130,612 | $7.96M | 2.1% | -4.8% | 2.107% | |
| 10/1/2025 | Park National Corp OH | 12,060 | $735K | 0.0% | +51.4% | 0.190% | |
| 9/4/2025 | Osaic Holdings Inc. | 2,278 | $136K | 0.0% | -10.8% | 0.036% | |
| 8/14/2025 | Jane Street Group LLC | 41,705 | $2.49M | 0.0% | +49.9% | 0.657% | |
| 8/14/2025 | Raymond James Financial Inc. | 3,006 | $179K | 0.0% | -43.6% | 0.047% | |
| 8/13/2025 | Flow Traders U.S. LLC | 63,378 | $3.78M | 0.1% | +236.8% | 0.998% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 21,349 | $1.27M | 0.0% | +5.9% | 0.336% | |
| 8/12/2025 | NFP Retirement Inc. | 41,387 | $2.47M | 0.2% | N/A | 0.652% | |
| 8/8/2025 | Cetera Investment Advisers | 16,487 | $983K | 0.0% | -23.6% | 0.258% | |
| 8/7/2025 | PFG Advisors | 44,854 | $2.68M | 0.1% | +2.8% | 0.701% | |
| 8/5/2025 | Hills Bank & Trust Co | 249,887 | $14.91M | 0.9% | -2.6% | 3.904% | |
| 8/4/2025 | Bristlecone Advisors LLC | 19,251 | $1.15M | 0.1% | -15.3% | 0.301% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 111,401 | $6.65M | 0.0% | -42.4% | 1.741% | |
| 7/31/2025 | VestGen Investment Management | 4,172 | $249K | 0.2% | -46.8% | 0.065% | |
| 7/30/2025 | Studio Investment Management LLC | 19,676 | $1.17M | 0.2% | -3.2% | 0.307% | |
| 7/23/2025 | NBT Bank N A NY | 19,787 | $1.18M | 0.1% | -7.2% | 0.300% | |
| 7/15/2025 | Missouri Trust & Investment Co | 45,181 | $2.70M | 0.9% | +0.9% | 0.685% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 197,665 | $11.79M | 0.4% | +0.3% | 2.995% | |
| 7/9/2025 | Fermata Advisors LLC | 17,417 | $1.04M | 0.3% | +6.5% | 0.264% | |
| 7/8/2025 | Boltwood Capital Management | 77,557 | $4.63M | 1.3% | +0.9% | 1.175% | |
| 7/7/2025 | St. Clair Advisors LLC | 137,144 | $8.18M | 2.1% | +12.0% | 2.078% | |
| 7/1/2025 | Park National Corp OH | 7,965 | $475K | 0.0% | -72.6% | 0.121% | |
| 5/19/2025 | Jane Street Group LLC | 27,813 | $1.61M | 0.0% | +247.3% | 0.389% | |
| 5/15/2025 | OLD Mission Capital LLC | 13,334 | $773K | 0.0% | N/A | 0.186% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 20,151 | $1.17M | 0.0% | -10.3% | 0.282% | |
| 5/14/2025 | Flow Traders U.S. LLC | 18,815 | $1.09M | 0.0% | N/A | 0.263% | |
| 5/13/2025 | Northern Trust Corp | 4,721,235 | $273.59M | 0.0% | +6.8% | 66.031% | |
| 5/12/2025 | Bristlecone Advisors LLC | 22,717 | $1.32M | 0.1% | -18.4% | 0.318% | |
| 5/8/2025 | US Bancorp DE | 3,183 | $184K | 0.0% | N/A | 0.045% | |
| 5/6/2025 | Assetmark Inc. | 2,699 | $156K | 0.0% | +34.5% | 0.038% | |
| 5/6/2025 | Cetera Investment Advisers | 21,577 | $1.25M | 0.0% | +6.9% | 0.302% | |
| 5/6/2025 | PFG Advisors | 43,633 | $2.53M | 0.1% | +5.2% | 0.610% | |
| 5/2/2025 | Napatree Capital LLC | 6,850 | $397K | 0.2% | -25.3% | 0.096% | |
| 4/30/2025 | Strategic Investment Management LLC | 53,180 | $3.08M | 1.2% | N/A | 0.744% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 193,378 | $11.21M | 0.0% | +26.2% | 2.705% | |
| 4/29/2025 | Bank of New York Mellon Corp | 6,912 | $401K | 0.0% | N/A | 0.097% | |
| 4/25/2025 | Hills Bank & Trust Co | 256,653 | $14.87M | 1.0% | +2.3% | 3.590% | |
| 4/24/2025 | Golden State Wealth Management LLC | 516 | $30K | 0.0% | N/A | 0.007% | |
| 4/24/2025 | St. Clair Advisors LLC | 122,423 | $7.09M | 2.0% | +21.9% | 1.712% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,031 | $60K | 0.0% | N/A | 0.014% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 29,506 | $1.71M | 0.0% | -3.5% | 0.413% | |
| 4/17/2025 | NBT Bank N A NY | 21,326 | $1.24M | 0.1% | +8.1% | 0.298% | |
| 4/17/2025 | Grove Bank & Trust | 3,123 | $181K | 0.0% | -54.2% | 0.044% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 197,172 | $11.43M | 0.4% | +6.7% | 2.758% | |
| 4/17/2025 | Missouri Trust & Investment Co | 44,766 | $2.59M | 0.9% | +5.7% | 0.626% | |
| 4/10/2025 | Boltwood Capital Management | 76,867 | $4.45M | 1.4% | +6.8% | 1.075% | |
| 4/10/2025 | Fermata Advisors LLC | 16,360 | $948K | 0.2% | +4.1% | 0.229% | |
| 4/2/2025 | Park National Corp OH | 29,063 | $1.68M | 0.1% | +9.8% | 0.406% | |
| 2/17/2025 | St. Clair Advisors LLC | 100,451 | $5.72M | 1.6% | N/A | 1.762% | |
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| 2/17/2025 | EP Wealth Advisors LLC | 1,760 | $100K | 0.0% | N/A | 0.031% | |
| 2/17/2025 | CoreCap Advisors LLC | 583 | $33K | 0.0% | +102.4% | 0.010% | |
| 2/17/2025 | Cetera Investment Advisers | 20,182 | $1.15M | 0.0% | +1.4% | 0.354% | |
| 2/17/2025 | Bank of America Corp DE | 4,893 | $279K | 0.0% | +349.3% | 0.086% | |
| 2/14/2025 | Jane Street Group LLC | 8,009 | $456K | 0.0% | -32.4% | 0.141% | |
| 2/14/2025 | Northern Trust Corp | 4,419,699 | $251.85M | 0.0% | +4.3% | 77.539% | |
| 2/14/2025 | MML Investors Services LLC | 26,024 | $1.48M | 0.0% | +5.7% | 0.457% | |
| 2/13/2025 | Hanlon Investment Management Inc. | 7,990 | $455K | 0.1% | -4.3% | 0.140% | |
| 2/13/2025 | Raymond James Financial Inc. | 5,938 | $338K | 0.0% | N/A | 0.104% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 153,181 | $8.73M | 0.0% | +0.7% | 2.687% | |