| 8/6/2025 | First Horizon Advisors Inc. | 1,393 | $70K | 0.0% | -31.5% | 0.003% | |
| 8/5/2025 | Bank of New York Mellon Corp | 749,465 | $37.63M | 0.0% | +9.9% | 1.555% | |
| 8/4/2025 | Arkadios Wealth Advisors | 4,668 | $234K | 0.0% | N/A | 0.010% | |
| 8/1/2025 | Motley Fool Wealth Management LLC | 255,261 | $12.82M | 0.8% | N/A | 0.528% | |
| 7/25/2025 | Richardson Financial Services Inc. | 3,720 | $187K | 0.1% | +50.2% | 0.008% | |
| 7/23/2025 | ETF Portfolio Partners Inc. | 7,130 | $358K | 0.1% | N/A | 0.015% | |
| 7/23/2025 | RMG Wealth Management LLC | 700 | $34K | 0.0% | N/A | 0.001% | |
| 7/22/2025 | Carolina Wealth Advisors LLC | 126,888 | $6.37M | 3.1% | -5.5% | 0.269% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 117,259 | $5.89M | 0.0% | -54.4% | 0.248% | |
| 7/16/2025 | ORG Partners LLC | 8,215 | $413K | 0.1% | -44.5% | 0.017% | |
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| 7/15/2025 | GSB Wealth Management LLC | 666 | $33K | 0.0% | -56.5% | 0.001% | |
| 7/11/2025 | Farther Finance Advisors LLC | 4,997 | $251K | 0.0% | -32.2% | 0.011% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 218,809 | $10.99M | 1.7% | +2.4% | 0.461% | |
| 7/8/2025 | Parallel Advisors LLC | 3,088 | $155K | 0.0% | +111.5% | 0.007% | |
| 7/7/2025 | Horizons Wealth Management | 3,545 | $178K | 0.1% | +8.3% | 0.007% | |
| 5/16/2025 | Jones Financial Companies Lllp | 210,768 | $10.59M | 0.0% | +2,208.3% | 0.419% | |
| 5/15/2025 | Titleist Asset Management LLC | 49,530 | $2.49M | 0.3% | +5.6% | 0.098% | |
| 5/15/2025 | OLD Mission Capital LLC | 48,006 | $2.41M | 0.0% | N/A | 0.095% | |
| 5/14/2025 | Allstate Corp | 214,917 | $10.80M | 0.3% | +16.1% | 0.427% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,609,795 | $80.87M | 0.0% | +32.5% | 3.200% | |
| 5/13/2025 | Horizon Investments LLC | 346,721 | $17.26M | 0.5% | +3.4% | 0.689% | |
| 5/8/2025 | SlateStone Wealth LLC | 141,786 | $7.12M | 0.7% | -4.1% | 0.282% | |
| 5/7/2025 | NYL Investors LLC | 381,000 | $19.14M | 1.2% | +1.0% | 0.757% | |
| 5/7/2025 | Vantage Financial Partners LLC | 21,615 | $1.09M | 0.3% | -61.2% | 0.043% | |
| 5/1/2025 | FDx Advisors Inc. | 15,694 | $788K | 0.3% | -2.8% | 0.031% | |
| 4/29/2025 | Bank of New York Mellon Corp | 682,206 | $34.27M | 0.0% | +25.9% | 1.268% | |
| 4/24/2025 | Sunbelt Securities Inc. | 505 | $25K | 0.0% | -45.3% | 0.001% | |
| 4/24/2025 | Carolina Wealth Advisors LLC | 134,333 | $6.75M | 3.6% | +4.7% | 0.250% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 213,585 | $10.73M | 1.8% | +3.2% | 0.397% | |
| 4/23/2025 | Bessemer Group Inc. | 822 | $41K | 0.0% | N/A | 0.002% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 25,094 | $1.26M | 0.0% | -79.4% | 0.047% | |
| 4/21/2025 | ORG Partners LLC | 14,805 | $744K | 0.2% | -1.7% | 0.028% | |
| 4/18/2025 | GSB Wealth Management LLC | 1,530 | $77K | 0.0% | -96.8% | 0.003% | |
| 4/17/2025 | NBT Bank N A NY | 7,755 | $390K | 0.0% | -12.3% | 0.014% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 257,111 | $12.92M | 0.0% | +0.4% | 0.478% | |
| 4/15/2025 | Noble Wealth Management PBC | 19,220 | $965K | 0.7% | -17.9% | 0.036% | |
| 4/14/2025 | Farther Finance Advisors LLC | 7,371 | $370K | 0.0% | -83.8% | 0.014% | |
| 4/8/2025 | Parallel Advisors LLC | 1,460 | $73K | 0.0% | +284.2% | 0.003% | |
| 4/7/2025 | GAMMA Investing LLC | 5,927 | $298K | 0.0% | +4,922.9% | 0.011% | |
| 2/18/2025 | Mittelman Wealth Management | 155,523 | $7.68M | 7.1% | -57.0% | 0.353% | |
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| 2/18/2025 | Sunbelt Securities Inc. | 923 | $46K | 0.0% | -92.1% | 0.002% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,214,828 | $60.24M | 0.0% | -48.1% | 2.755% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 109,602 | $5.41M | 0.0% | N/A | 0.249% | |
| 2/13/2025 | Titleist Asset Management LLC | 46,909 | $2.32M | 0.3% | N/A | 0.106% | |
| 2/12/2025 | Allstate Corp | 185,079 | $9.14M | 0.3% | +66.2% | 0.420% | |
| 2/12/2025 | RiverFront Investment Group LLC | 1,713,713 | $84.66M | 1.9% | +9.0% | 3.886% | |
| 2/12/2025 | JPMorgan Chase & Co. | 293,909 | $14.52M | 0.0% | -44.3% | 0.666% | |
| 2/10/2025 | Horizon Investments LLC | 335,249 | $16.49M | 0.5% | +73.0% | 0.760% | |
| 2/10/2025 | SlateStone Wealth LLC | 147,855 | $7.30M | 0.7% | -2.8% | 0.335% | |
| 2/10/2025 | Farther Finance Advisors LLC | 45,596 | $2.25M | 0.1% | +59,115.6% | 0.103% | |
| 2/6/2025 | Vantage Financial Partners LLC | 55,780 | $2.76M | 0.7% | +66.2% | 0.126% | |
| 2/6/2025 | Jones Financial Companies Lllp | 9,131 | $451K | 0.0% | +250.9% | 0.021% | |
| 2/5/2025 | Noble Wealth Management PBC | 23,422 | $1.16M | 0.8% | N/A | 0.053% | |
| 2/4/2025 | Bank of New York Mellon Corp | 541,950 | $26.77M | 0.0% | +59.4% | 1.229% | |
| 2/4/2025 | Transcendent Capital Group LLC | 508 | $25K | 0.0% | N/A | 0.001% | |
| 2/3/2025 | First Horizon Advisors Inc. | 2,023 | $100K | 0.0% | +3,216.4% | 0.005% | |
| 2/3/2025 | FDx Advisors Inc. | 16,144 | $798K | 0.2% | -3.0% | 0.037% | |
| 1/30/2025 | NYL Investors LLC | 377,100 | $18.63M | 1.7% | +1.2% | 0.855% | |
| 1/24/2025 | Richardson Financial Services Inc. | 2,562 | $127K | 0.1% | -9.7% | 0.006% | |
| 1/23/2025 | Strategic Wealth Investment Group LLC | 3,833 | $189K | 0.0% | N/A | 0.009% | |
| 1/22/2025 | Strategic Wealth Investment Group LLC | 3,833 | $189K | 0.0% | N/A | 0.009% | |
| 1/22/2025 | Klaas Financial Asset Advisors LLC | 207,026 | $10.23M | 1.8% | +1.1% | 0.469% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 256,121 | $12.65M | 0.0% | +1.6% | 0.581% | |
| 1/14/2025 | Carolina Wealth Advisors LLC | 128,263 | $6.34M | 3.4% | -0.2% | 0.291% | |
| 1/10/2025 | ORG Partners LLC | 15,055 | $744K | 0.1% | N/A | 0.034% | |
| 12/26/2024 | JPMorgan Chase & Co. | 527,778 | $28.28M | 0.0% | +72.2% | 1.197% | |
| 11/18/2024 | TD Private Client Wealth LLC | 869 | $47K | 0.0% | -50.7% | 0.002% | |
| 11/18/2024 | Sunbelt Securities Inc. | 11,660 | $625K | 0.1% | +235.5% | 0.026% | |
| 11/18/2024 | Mittelman Wealth Management | 361,689 | $19.38M | 11.0% | N/A | 0.820% | |
| 11/14/2024 | Flow Traders U.S. LLC | 27,546 | $1.48M | 0.1% | N/A | 0.062% | |
| 11/6/2024 | NYL Investors LLC | 372,500 | $19.96M | 1.3% | +0.7% | 0.845% | |
| 11/5/2024 | FDx Advisors Inc. | 16,635 | $891K | 0.2% | -9.5% | 0.038% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 252,046 | $13.51M | 0.0% | -8.2% | 0.572% | |
| 10/23/2024 | Klaas Financial Asset Advisors LLC | 204,719 | $10.97M | 1.9% | +0.8% | 0.464% | |
| 10/21/2024 | Carolina Wealth Advisors LLC | 128,476 | $6.89M | 3.5% | -2.1% | 0.291% | |
| 8/28/2024 | RiverFront Investment Group LLC | 1,581,003 | $79.11M | 2.1% | +29.5% | 3.585% | |
| 8/16/2024 | Sunbelt Securities Inc. | 3,475 | $174K | 0.0% | -5.4% | 0.008% | |
| 8/7/2024 | Vantage Financial Partners LLC | 9,249 | $463K | 0.1% | N/A | 0.021% | |
| 8/2/2024 | FDx Advisors Inc. | 18,388 | $920K | 0.3% | -1.9% | 0.042% | |
| 7/29/2024 | Arkadios Wealth Advisors | 4,585 | $229K | 0.0% | N/A | 0.010% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 50,708 | $2.54M | 0.0% | -55.9% | 0.115% | |
| 7/26/2024 | SlateStone Wealth LLC | 158,236 | $7.92M | 0.9% | -7.2% | 0.359% | |
| 7/26/2024 | Bank of New York Mellon Corp | 310,542 | $15.54M | 0.0% | -0.3% | 0.704% | |
| 7/12/2024 | Carolina Wealth Advisors LLC | 131,194 | $6.57M | 3.2% | +6.2% | 0.297% | |
| 7/11/2024 | Strategic Advocates LLC | 6,258 | $313K | 0.1% | -71.2% | 0.014% | |
| 5/17/2024 | Comerica Bank | 14,035 | $723K | 0.0% | +11.3% | 0.032% | |
| 5/14/2024 | Payden & Rygel Investment Group | 72,080 | $3.71M | 0.2% | N/A | 0.163% | |
| 5/11/2024 | NYL Investors LLC | 365,400 | $18.82M | 0.7% | +0.2% | 0.829% | |
| 5/10/2024 | Allstate Corp | 170,873 | $8.80M | 0.6% | +377.6% | 0.387% | |
| 5/4/2024 | Richardson Financial Services Inc. | 2,876 | $148K | 0.1% | -11.3% | 0.006% | |
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| 5/3/2024 | FDx Advisors Inc. | 18,744 | $966K | 0.1% | -1.3% | 0.042% | |
| 5/2/2024 | RiverFront Investment Group LLC | 1,221,286 | $62.91M | 1.8% | +13.6% | 2.726% | |
| 5/2/2024 | BNP Paribas | 705,621 | $36.35M | 1.7% | N/A | 1.575% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 252,666 | $13.02M | 0.0% | +4.2% | 0.564% | |
| 4/26/2024 | SlateStone Wealth LLC | 170,538 | $8.78M | 0.9% | -0.3% | 0.381% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 186,287 | $9.60M | 1.9% | +1.5% | 0.416% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 114,888 | $5.92M | 0.0% | +689.4% | 0.256% | |
| 4/18/2024 | Park Place Capital Corp | 1,088 | $56K | 0.0% | -50.0% | 0.003% | |
| 4/5/2024 | Carolina Wealth Advisors LLC | 123,528 | $6.36M | 3.4% | +5.4% | 0.313% | |
| 4/3/2024 | Strategic Advocates LLC | 21,702 | $1.12M | 0.4% | -85.0% | 0.055% | |
