| 8/5/2025 | Connable Office Inc. | 937,063 | $37.59M | 3.7% | -2.7% | 0.795% | |
| 8/4/2025 | Ledyard National Bank | 178,401 | $7.16M | 0.7% | N/A | 0.151% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 31,540 | $1.27M | 0.1% | +10.8% | 0.027% | |
| 8/1/2025 | Bessemer Group Inc. | 125,667 | $5.04M | 0.0% | +7.4% | 0.107% | |
| 7/31/2025 | West Michigan Advisors LLC | 5,795 | $232K | 0.1% | -4.9% | 0.005% | |
| 7/31/2025 | Money Design Co. Ltd. | 88,981 | $3.57M | 0.2% | +13.7% | 0.076% | |
| 7/30/2025 | Studio Investment Management LLC | 28,370 | $1.14M | 0.2% | -3.4% | 0.024% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 184,844 | $7.41M | 0.1% | -41.7% | 0.157% | |
| 7/30/2025 | Whittier Trust Co. | 13,354 | $536K | 0.0% | +101.5% | 0.011% | |
| 7/25/2025 | Community Bank N.A. | 8,670 | $348K | 0.0% | -78.6% | 0.007% | |
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| 7/24/2025 | Horizon Bancorp Inc. IN | 64,171 | $2.57M | 1.3% | -6.0% | 0.054% | |
| 7/23/2025 | NBT Bank N A NY | 950,745 | $38.13M | 2.6% | -5.6% | 0.807% | |
| 7/21/2025 | Sageworth Trust Co | 61,217 | $2.46M | 0.1% | N/A | 0.052% | |
| 7/17/2025 | Greenleaf Trust | 81,489 | $3.27M | 0.0% | -60.1% | 0.069% | |
| 7/17/2025 | Independence Bank of Kentucky | 5,450 | $219K | 0.0% | -72.9% | 0.005% | |
| 7/16/2025 | Kendall Capital Management | 22,150 | $888K | 0.2% | +4.1% | 0.019% | |
| 7/16/2025 | Steph & Co. | 216,296 | $8.68M | 2.8% | +4.0% | 0.184% | |
| 7/15/2025 | Missouri Trust & Investment Co | 71,222 | $2.86M | 0.9% | +0.5% | 0.060% | |
| 7/15/2025 | TD Private Client Wealth LLC | 10,647 | $427K | 0.0% | +5.8% | 0.009% | |
| 7/7/2025 | Versant Capital Management Inc | 512,086 | $20.54M | 3.1% | -9.4% | 0.433% | |
| 7/2/2025 | S. R. Schill & Associates | 116,558 | $4.68M | 3.4% | +2.8% | 0.098% | |
| 7/1/2025 | Park National Corp OH | 22,177 | $890K | 0.0% | -2.2% | 0.019% | |
| 5/16/2025 | Jones Financial Companies Lllp | 28,423 | $1.10M | 0.0% | +476.4% | 0.024% | |
| 5/15/2025 | Betterment LLC | 7,795 | $303K | 0.0% | +7.8% | 0.006% | |
| 5/15/2025 | Baird Financial Group Inc. | 13,580 | $527K | 0.0% | -22.7% | 0.011% | |
| 5/15/2025 | OLD Mission Capital LLC | 487,673 | $18.93M | 0.2% | -16.0% | 0.406% | |
| 5/14/2025 | Nicolet Bankshares Inc. | 26,426 | $1.03M | 0.2% | -36.7% | 0.022% | |
| 5/14/2025 | Keeley Teton Advisors LLC | 18,591 | $722K | 0.1% | -2.2% | 0.015% | |
| 5/14/2025 | SVB Wealth LLC | 139,145 | $5.40M | 0.2% | -15.4% | 0.116% | |
| 5/14/2025 | Flow Traders U.S. LLC | 265,803 | $10.32M | 0.4% | -4.4% | 0.221% | |
| 5/9/2025 | West Michigan Advisors LLC | 6,095 | $237K | 0.1% | -4.3% | 0.005% | |
| 5/9/2025 | Connable Office Inc. | 962,601 | $37.36M | 4.0% | +7.9% | 0.780% | |
| 5/6/2025 | AllSquare Wealth Management LLC | 6,124 | $238K | 0.1% | -6.0% | 0.005% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 316,956 | $12.30M | 0.2% | -38.7% | 0.257% | |
| 5/1/2025 | LRI Investments LLC | 26,672 | $1.04M | 0.1% | +41.8% | 0.022% | |
| 4/30/2025 | Greenleaf Trust | 204,040 | $7.92M | 0.1% | -4.0% | 0.165% | |
| 4/29/2025 | TD Private Client Wealth LLC | 10,061 | $390K | 0.0% | -27.5% | 0.008% | |
| 4/29/2025 | Bank of New York Mellon Corp | 8,152 | $316K | 0.0% | +30.0% | 0.007% | |
| 4/28/2025 | Money Design Co. Ltd. | 78,288 | $3.04M | 0.2% | +1.0% | 0.063% | |
| 4/25/2025 | Kendall Capital Management | 21,272 | $826K | 0.2% | +13.7% | 0.017% | |
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| 4/24/2025 | Golden State Wealth Management LLC | 777 | $30K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 28,473 | $1.11M | 0.1% | N/A | 0.023% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,553 | $60K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Bessemer Group Inc. | 117,032 | $4.54M | 0.0% | -1.9% | 0.095% | |
| 4/23/2025 | Steph & Co. | 207,880 | $8.07M | 2.9% | -1.3% | 0.168% | |
| 4/23/2025 | Horizon Bancorp Inc. IN | 68,288 | $2.65M | 1.5% | -15.5% | 0.055% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 31,153 | $1.21M | 0.0% | +2.6% | 0.025% | |
| 4/21/2025 | Essex Savings Bank | 6,020 | $234K | 0.1% | -5.5% | 0.005% | |
| 4/21/2025 | S. R. Schill & Associates | 113,403 | $4.40M | 3.5% | +19.4% | 0.092% | |
| 4/17/2025 | NBT Bank N A NY | 1,006,728 | $39.07M | 2.8% | -13.8% | 0.794% | |
| 4/17/2025 | Missouri Trust & Investment Co | 70,846 | $2.75M | 1.0% | +7.4% | 0.056% | |
| 4/16/2025 | IAG Wealth Partners LLC | 101,691 | $3.95M | 0.6% | -43.7% | 0.080% | |
| 4/11/2025 | Principia Wealth Advisory LLC | 4,582 | $165K | 0.2% | -33.4% | 0.004% | |
| 4/11/2025 | Independence Bank of Kentucky | 20,115 | $781K | 0.1% | -41.9% | 0.016% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 2,855 | $111K | 0.0% | N/A | 0.002% | |
| 4/3/2025 | Versant Capital Management Inc | 565,218 | $21.94M | 3.7% | +6.4% | 0.446% | |
| 4/2/2025 | Park National Corp OH | 22,683 | $880K | 0.0% | -35.5% | 0.018% | |
| 2/17/2025 | Studio Investment Management LLC | 25,745 | $936K | 0.2% | -4.8% | 0.016% | |
| 2/17/2025 | Baird Financial Group Inc. | 17,579 | $639K | 0.0% | +4.1% | 0.011% | |
| 2/17/2025 | Ameriprise Financial Inc. | 699,561 | $25.44M | 0.0% | +10.7% | 0.443% | |
| 2/14/2025 | Tudor Investment Corp ET AL | 5,547 | $202K | 0.0% | -91.0% | 0.004% | |
| 2/14/2025 | Betterment LLC | 7,229 | $263K | 0.0% | +37.5% | 0.005% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 8,804 | $320K | 0.0% | +18.0% | 0.006% | |
| 2/13/2025 | Operose Advisors LLC | 1,577 | $57K | 0.0% | -32.8% | 0.001% | |
| 2/13/2025 | Keeley Teton Advisors LLC | 19,016 | $691K | 0.1% | -19.1% | 0.012% | |
| 2/13/2025 | Nicolet Bankshares Inc. | 41,744 | $1.52M | 0.4% | +100.6% | 0.026% | |
| 2/13/2025 | Bessemer Group Inc. | 119,332 | $4.34M | 0.0% | -3.9% | 0.076% | |
| 2/12/2025 | OLD Mission Capital LLC | 580,750 | $21.12M | 0.3% | N/A | 0.368% | |
| 2/12/2025 | Seven Mile Advisory | 9,438 | $343K | 0.2% | -44.9% | 0.006% | |
| 2/12/2025 | Brown Brothers Harriman & Co. | 20,445 | $743K | 0.0% | +1.5% | 0.013% | |
| 2/12/2025 | JPMorgan Chase & Co. | 36,543 | $1.33M | 0.0% | +681.2% | 0.023% | |
| 2/11/2025 | TD Private Client Wealth LLC | 13,873 | $504K | 0.0% | +7.5% | 0.009% | |
| 2/10/2025 | IAG Wealth Partners LLC | 180,546 | $6.57M | 1.2% | +8.2% | 0.114% | |
| 2/7/2025 | NBT Bank N A NY | 1,167,652 | $42.46M | 3.0% | +2.2% | 0.740% | |
| 2/7/2025 | Dorsey & Whitney Trust CO LLC | 10,613 | $386K | 0.0% | +24.4% | 0.007% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 516,685 | $18.79M | 0.3% | -35.2% | 0.327% | |
| 2/6/2025 | Jones Financial Companies Lllp | 4,931 | $179K | 0.0% | +11.1% | 0.003% | |
| 2/5/2025 | Connable Office Inc. | 892,150 | $32.44M | 3.4% | +19.8% | 0.565% | |
| 2/5/2025 | West Michigan Advisors LLC | 6,369 | $232K | 0.1% | -10.2% | 0.004% | |
| 2/5/2025 | SVB Wealth LLC | 164,467 | $5.98M | 0.1% | N/A | 0.104% | |
| 2/4/2025 | Bank of New York Mellon Corp | 6,269 | $228K | 0.0% | -51.9% | 0.004% | |
| 2/4/2025 | Edge Capital Group LLC | 5,525 | $201K | 0.0% | -16.5% | 0.004% | |
| 2/3/2025 | FDx Advisors Inc. | 65,912 | $2.40M | 0.7% | -5.1% | 0.042% | |
| 1/31/2025 | Citizens & Northern Corp | 56,338 | $2.05M | 0.6% | -89.3% | 0.036% | |
| 1/30/2025 | L.M. Kohn & Company | 25,532 | $928K | 0.2% | +9.1% | 0.016% | |
| 1/29/2025 | Equitable Trust Co. | 14,334 | $521K | 0.0% | -89.2% | 0.009% | |
| 1/24/2025 | Greenleaf Trust | 212,584 | $7.73M | 0.1% | -0.9% | 0.135% | |
| 1/24/2025 | Independence Bank of Kentucky | 34,651 | $1.26M | 0.2% | -18.2% | 0.022% | |
| 1/23/2025 | OLD Second National Bank of Aurora | 4,484 | $163K | 0.0% | N/A | 0.003% | |
| 1/23/2025 | Money Design Co. Ltd. | 77,525 | $2.80M | 0.1% | -14.7% | 0.049% | |
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| 1/22/2025 | S. R. Schill & Associates | 94,975 | $3.45M | 2.9% | -8.5% | 0.060% | |
| 1/17/2025 | Arkansas Financial Group Inc. | 225,079 | $8.18M | 1.3% | -0.9% | 0.143% | |
| 1/17/2025 | Avior Wealth Management LLC | 1,552 | $56K | 0.0% | +977.8% | 0.001% | |
| 1/17/2025 | Missouri Trust & Investment Co | 65,991 | $2.40M | 0.8% | +6.3% | 0.042% | |
| 1/14/2025 | Steph & Co. | 210,610 | $7.66M | 2.6% | -31.9% | 0.133% | |
| 1/14/2025 | Essex Savings Bank | 6,371 | $232K | 0.1% | N/A | 0.004% | |
| 1/13/2025 | Horizon Bancorp Inc. IN | 80,775 | $2.94M | 1.4% | -16.5% | 0.051% | |
| 1/8/2025 | Park National Corp OH | 35,171 | $1.28M | 0.0% | -8.6% | 0.022% | |
| 1/3/2025 | Versant Capital Management Inc | 531,053 | $19.31M | 4.2% | +3.8% | 0.337% | |
| 12/26/2024 | JPMorgan Chase & Co. | 4,678 | $193K | 0.0% | -73.5% | 0.003% | |
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