| 7/17/2025 | Janney Montgomery Scott LLC | 279,661 | $11.79M | 0.0% | +10.5% | 0.933% | |
| 7/8/2025 | Lowe Wealth Advisors LLC | 245,118 | $10.34M | 4.0% | +4.2% | 0.820% | |
| 5/15/2025 | Baird Financial Group Inc. | 124,625 | $5.07M | 0.0% | +50.9% | 0.428% | |
| 5/12/2025 | JPMorgan Chase & Co. | 4,147,150 | $168.58M | 0.0% | +5.6% | 14.227% | |
| 5/5/2025 | STAR Financial Bank | 5,876 | $239K | 0.2% | -40.6% | 0.020% | |
| 4/29/2025 | Bank of New York Mellon Corp | 318,638 | $12.95M | 0.0% | +12.2% | 1.138% | |
| 4/28/2025 | Longview Financial Advisors Inc. | 168,749 | $6.86M | 5.9% | +7.6% | 0.603% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 5,100 | $207K | 0.0% | -18.4% | 0.018% | |
| 4/17/2025 | Copia Wealth Management | 8,028 | $326K | 0.3% | +73.7% | 0.029% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 253,111 | $10.29M | 0.0% | +181.0% | 0.904% | |
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| 4/15/2025 | GAMMA Investing LLC | 840 | $34K | 0.0% | N/A | 0.003% | |
| 4/11/2025 | Principia Wealth Advisory LLC | 7,769 | $299K | 0.3% | +18.0% | 0.028% | |
| 4/8/2025 | Lowe Wealth Advisors LLC | 235,330 | $9.57M | 4.1% | +1.9% | 0.850% | |
| 4/7/2025 | GAMMA Investing LLC | 34,146 | $1.39M | 0.0% | N/A | 0.123% | |
| 3/6/2025 | Copia Wealth Management | 4,623 | $176K | 0.2% | N/A | 0.017% | |
| 2/24/2025 | Ameriflex Group Inc. | 1,208 | $47K | 0.0% | N/A | 0.004% | |
| 2/17/2025 | Captrust Financial Advisors | 247,378 | $9.42M | 0.0% | -6.2% | 1.262% | |
| 2/17/2025 | Baird Financial Group Inc. | 82,567 | $3.14M | 0.0% | +7.2% | 0.421% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,928,785 | $149.61M | 0.0% | -6.3% | 20.045% | |
| 2/5/2025 | Private Trust Co. NA | 2,777 | $106K | 0.0% | +2,495.3% | 0.014% | |
| 2/4/2025 | Bank of New York Mellon Corp | 284,096 | $10.82M | 0.0% | +14.1% | 1.449% | |
| 2/3/2025 | Longview Financial Advisors Inc. | 156,793 | $5.97M | 4.7% | +5.1% | 0.800% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 90,067 | $3.43M | 0.0% | +42.6% | 0.460% | |
| 1/10/2025 | Lowe Wealth Advisors LLC | 230,990 | $8.80M | 3.7% | +0.2% | 1.179% | |
| 1/10/2025 | Hilltop National Bank | 124,115 | $4.73M | 1.4% | +25.0% | 0.633% | |
| 12/26/2024 | JPMorgan Chase & Co. | 4,191,116 | $157.54M | 0.0% | -6.8% | 21.383% | |
| 11/14/2024 | Captrust Financial Advisors | 263,725 | $9.91M | 0.0% | +4.3% | 1.346% | |
| 11/9/2024 | STAR Financial Bank | 10,243 | $385K | 0.3% | -9.2% | 0.052% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 63,142 | $2.37M | 0.0% | -32.6% | 0.322% | |
| 10/23/2024 | Moody Lynn & Lieberson LLC | 9,841 | $370K | 0.0% | N/A | 0.050% | |
| 10/19/2024 | Longview Financial Advisors Inc. | 149,144 | $5.61M | 4.1% | +0.5% | 0.761% | |
| 10/16/2024 | Longview Financial Advisors Inc. | 142,356 | $5.35M | 4.9% | -4.1% | 0.726% | |
| 10/2/2024 | Lowe Wealth Advisors LLC | 230,564 | $8.67M | 3.7% | +3.5% | 1.176% | |
| 8/14/2024 | Edge Capital Group LLC | 122,703 | $4.01M | 0.2% | -29.2% | 0.626% | |
| 8/8/2024 | STAR Financial Bank | 11,279 | $369K | 0.3% | -24.3% | 0.058% | |
| 7/26/2024 | Bank of New York Mellon Corp | 223,372 | $7.30M | 0.0% | +23.5% | 1.140% | |
| 7/23/2024 | Crescent Grove Advisors LLC | 6,250 | $204K | 0.0% | -12.6% | 0.032% | |
| 7/10/2024 | Hilltop National Bank | 96,217 | $3.14M | 1.0% | +12.6% | 0.491% | |
| 7/9/2024 | Lowe Wealth Advisors LLC | 222,824 | $7.28M | 3.3% | +4.1% | 1.137% | |
| 5/7/2024 | Hilltop National Bank | 85,415 | $2.78M | 0.9% | N/A | 0.436% | |
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| 5/3/2024 | STAR Financial Bank | 14,908 | $485K | 0.4% | -12.3% | 0.076% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 63,686 | $2.07M | 0.0% | -65.6% | 0.325% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 7,155 | $234K | 0.0% | -6.5% | 0.037% | |
| 4/25/2024 | Equitable Trust Co. | 59,326 | $1.93M | 0.1% | -90.1% | 0.303% | |
| 4/24/2024 | Blue Bell Private Wealth Management LLC | 2,050 | $67K | 0.0% | -36.9% | 0.010% | |
| 4/9/2024 | Lowe Wealth Advisors LLC | 214,025 | $6.97M | 3.2% | +3.0% | 0.633% | |
| 2/14/2024 | Waterloo Capital L.P. | 9,364 | $295K | 0.0% | -23.8% | 0.028% | |
| 2/13/2024 | STAR Financial Bank | 16,991 | $535K | 0.5% | -40.4% | 0.050% | |
| 2/13/2024 | Edge Capital Group LLC | 237,053 | $7.46M | 0.4% | -2.8% | 0.701% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 185,009 | $5.82M | 0.0% | -7.2% | 0.547% | |
| 1/30/2024 | Crescent Grove Advisors LLC | 7,655 | $241K | 0.0% | -14.6% | 0.023% | |
| 1/25/2024 | Equitable Trust Co. | 597,298 | $18.80M | 1.4% | -46.1% | 1.767% | |
| 1/25/2024 | Blue Bell Private Wealth Management LLC | 3,250 | $102K | 0.0% | -16.7% | 0.010% | |
| 1/23/2024 | Defender Capital LLC. | 18,900 | $595K | 0.2% | +36.0% | 0.056% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 1,416 | $45K | 0.0% | -51.4% | 0.004% | |
| 1/10/2024 | Sugarloaf Wealth Management LLC | 112,108 | $3.53M | 0.8% | -2.6% | 0.332% | |
| 1/5/2024 | Lowe Wealth Advisors LLC | 207,845 | $6.54M | 3.2% | +0.8% | 0.615% | |
| 11/13/2023 | Sugarloaf Wealth Management LLC | 115,092 | $3.50M | 0.8% | -70.7% | 0.341% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 199,288 | $6.07M | 0.0% | -13.2% | 0.590% | |
| 11/7/2023 | Equitable Trust Co. | 1,107,334 | $33.71M | 2.8% | -45.6% | 3.276% | |
| 10/24/2023 | Bank of New York Mellon Corp | 94,371 | $2.87M | 0.0% | +30.7% | 0.279% | |
| 10/23/2023 | Defender Capital LLC. | 13,900 | $423K | 0.2% | -23.6% | 0.041% | |
| 10/23/2023 | Lowe Wealth Advisors LLC | 206,150 | $6.28M | 3.3% | +1.9% | 0.610% | |
| 10/18/2023 | Private Trust Co. NA | 3,583 | $109K | 0.0% | N/A | 0.011% | |
| 8/15/2023 | STAR Financial Bank | 29,619 | $905K | 0.8% | -15.3% | 0.088% | |
| 8/14/2023 | Horizon Kinetics Asset Management LLC | 84,674 | $2.59M | 0.1% | -5.4% | 0.251% | |
| 8/11/2023 | JPMorgan Chase & Co. | 2,741,782 | $83.82M | 0.0% | -3.1% | 8.112% | |
| 8/9/2023 | Equitable Trust Co. | 2,034,091 | $62.18M | 4.8% | -11.2% | 6.018% | |
| 8/9/2023 | Flow Traders U.S. LLC | 142,535 | $4.36M | 0.2% | +117.5% | 0.422% | |
| 8/8/2023 | Edge Capital Group LLC | 218,474 | $6.68M | 0.4% | -20.0% | 0.646% | |
| 8/4/2023 | Parallel Advisors LLC | 1,328 | $41K | 0.0% | -60.8% | 0.004% | |
| 8/3/2023 | Bank of New York Mellon Corp | 72,208 | $2.21M | 0.0% | +199.6% | 0.214% | |
| 7/31/2023 | WealthPLAN Partners LLC | 4,582 | $140K | 0.0% | -35.3% | 0.014% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 229,684 | $7.02M | 0.0% | -0.8% | 0.680% | |
| 7/25/2023 | WealthPlan Investment Management LLC | 7,189 | $1.73M | 0.4% | +155.9% | 0.021% | |
| 7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 3,965 | $121K | 0.0% | -46.0% | 0.012% | |
| 7/13/2023 | Sugarloaf Wealth Management LLC | 393,287 | $12.02M | 2.8% | +5.6% | 1.164% | |
| 7/7/2023 | Lowe Wealth Advisors LLC | 202,295 | $6.18M | 3.1% | +1.6% | 0.545% | |
| 5/15/2023 | Flow Traders U.S. LLC | 65,532 | $2.02M | 0.1% | +85.3% | 0.173% | |
| 5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 7,341 | $226K | 0.0% | N/A | 0.019% | |
| 5/10/2023 | WealthPLAN Partners LLC | 7,081 | $218K | 0.0% | -29.8% | 0.019% | |
| 5/8/2023 | Equitable Trust Co. | 2,291,737 | $70.68M | 5.6% | -0.9% | 6.063% | |
| 5/8/2023 | WealthPlan Investment Management LLC | 2,809 | $87K | 0.0% | -72.1% | 0.007% | |
| 5/5/2023 | Silver Oak Securities Incorporated | 63,901 | $1.97M | 0.3% | +9.3% | 0.169% | |
| 5/4/2023 | Edge Capital Group LLC | 272,994 | $8.42M | 0.5% | +6.8% | 0.722% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 231,570 | $7.14M | 0.0% | +31.6% | 0.613% | |
| 4/27/2023 | Defender Capital LLC. | 18,200 | $561K | 0.2% | N/A | 0.048% | |
| 4/26/2023 | Sugarloaf Wealth Management LLC | 372,270 | $11.48M | 2.8% | +13.2% | 0.985% | |
| 4/25/2023 | Parallel Advisors LLC | 3,385 | $104K | 0.0% | -44.4% | 0.009% | |
| 4/25/2023 | Creative Financial Designs Inc. ADV | 2,910 | $90K | 0.0% | -12.2% | 0.008% | |
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| 4/24/2023 | Deane Retirement Strategies Inc. | 58,961 | $1.82M | 1.0% | +0.6% | 0.156% | |
| 4/5/2023 | Lowe Wealth Advisors LLC | 199,178 | $6.14M | 3.3% | +2.7% | 0.502% | |
| 3/6/2023 | OLD Mission Capital LLC | 45,765 | $1.44M | 0.0% | +1.7% | 0.114% | |
| 2/21/2023 | Equitable Trust Co. | 2,313,028 | $72.81M | 5.7% | +7.3% | 5.783% | |
| 2/13/2023 | JPMorgan Chase & Co. | 3,920,026 | $123.40M | 0.0% | -1.6% | 9.800% | |
| 2/9/2023 | STAR Financial Bank | 35,297 | $1.11M | 1.1% | N/A | 0.088% | |
| 2/8/2023 | InterOcean Capital Group LLC | 271,799 | $8.56M | 0.3% | -1.4% | 0.679% | |
| 2/7/2023 | Edge Capital Group LLC | 255,554 | $8.05M | 0.6% | +7.9% | 0.639% | |
| 2/7/2023 | Fernwood Investment Management LLC | 21,172 | $666K | 0.3% | +4.4% | 0.053% | |
| 2/6/2023 | Parallel Advisors LLC | 6,085 | $192K | 0.0% | -29.2% | 0.015% | |
