| 10/13/2026 | Cooper Investors PTY Ltd. | 67,016 | $3.36M | 1.8% | -37.0% | 0.221% | |
| 10/9/2026 | Longview Financial Advisors Inc. | 184,977 | $9.28M | 5.4% | -1.2% | 0.611% | |
| 8/26/2026 | Principia Wealth Advisory LLC | 8,465 | $422K | 0.1% | +4.1% | 0.029% | |
| 8/22/2026 | NBH Bank | 1,433 | $71K | 0.0% | N/A | 0.005% | |
| 8/21/2026 | Lionsbridge Wealth Management LLC | 40,794 | $2.04M | 1.8% | -4.8% | 0.139% | |
| 7/7/2026 | Cooper Investors PTY Ltd. | 106,357 | $5.31M | 2.4% | -38.4% | 0.362% | |
| 7/6/2026 | Longview Financial Advisors Inc. | 187,257 | $9.34M | 5.5% | +5.7% | 0.634% | |
| 5/5/2026 | Bank of New York Mellon Corp | 433,834 | $22.59M | 0.0% | +9.7% | 1.510% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 302,310 | $15.74M | 0.0% | -0.4% | 1.058% | |
| 4/20/2026 | Longview Financial Advisors Inc. | 177,208 | $9.23M | 5.6% | +2.5% | 0.620% | |
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| 2/18/2026 | Ameriflex Group Inc. | 3,050 | $136K | 0.1% | -37.8% | 0.010% | |
| 2/18/2026 | NewEdge Advisors LLC | 10,632 | $473K | 0.0% | -3.9% | 0.036% | |
| 2/17/2026 | Advisory Services Network LLC | 49,654 | $2.21M | 0.0% | -1.1% | 0.166% | |
| 2/17/2026 | Captrust Financial Advisors | 275,747 | $12.26M | 0.0% | +4.3% | 0.924% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 303,553 | $13.50M | 0.0% | +4.2% | 1.018% | |
| 2/11/2026 | JPMorgan Chase & Co. | 3,527,997 | $156.86M | 0.0% | -16.2% | 11.827% | |
| 2/10/2026 | Waterloo Capital L.P. | 100,041 | $4.45M | 0.3% | +1.9% | 0.335% | |
| 2/10/2026 | Principia Wealth Advisory LLC | 9,655 | $429K | 0.1% | +5.1% | 0.032% | |
| 2/6/2026 | Copia Wealth Management | 15,803 | $703K | 0.5% | +1.4% | 0.053% | |
| 2/2/2026 | Longview Financial Advisors Inc. | 172,913 | $7.69M | 5.2% | +3.1% | 0.582% | |
| 12/2/2025 | IFP Advisors Inc | 110,823 | $4.95M | 0.1% | +0.3% | 0.376% | |
| 11/19/2025 | Captrust Financial Advisors | 264,287 | $11.81M | 0.0% | +1.2% | 0.896% | |
| 11/17/2025 | NewEdge Advisors LLC | 11,067 | $495K | 0.0% | -7.8% | 0.038% | |
| 11/17/2025 | Hilltop Holdings Inc. | 66,556 | $2.98M | 0.2% | -4.1% | 0.226% | |
| 11/13/2025 | Longview Financial Advisors Inc. | 167,710 | $7.50M | 5.3% | +1.1% | 0.569% | |
| 11/13/2025 | Ameriflex Group Inc. | 4,906 | $219K | 0.1% | +306.1% | 0.017% | |
| 11/7/2025 | JPMorgan Chase & Co. | 4,208,467 | $188.10M | 0.0% | -11.9% | 14.266% | |
| 11/5/2025 | Waterloo Capital L.P. | 98,196 | $4.39M | 0.3% | +2.9% | 0.333% | |
| 10/31/2025 | Copia Wealth Management | 15,586 | $697K | 0.5% | +25.0% | 0.053% | |
| 10/28/2025 | Leavell Investment Management Inc. | 45,121 | $2.02M | 0.1% | +32.3% | 0.149% | |
| 10/16/2025 | Lowe Wealth Advisors LLC | 250,770 | $11.21M | 4.1% | +2.3% | 0.831% | |
| 8/15/2025 | Captrust Financial Advisors | 261,245 | $11.02M | 0.0% | -0.4% | 0.871% | |
| 8/15/2025 | LM Advisors LLC | 7,074 | $298K | 0.0% | N/A | 0.024% | |
| 8/14/2025 | NewEdge Advisors LLC | 12,009 | $506K | 0.0% | +9.4% | 0.040% | |
| 8/13/2025 | Baird Financial Group Inc. | 122,583 | $5.17M | 0.0% | -1.6% | 0.409% | |
| 8/12/2025 | Waterloo Capital L.P. | 95,399 | $4.02M | 0.3% | N/A | 0.318% | |
| 8/12/2025 | JPMorgan Chase & Co. | 4,775,405 | $201.38M | 0.0% | +15.1% | 15.929% | |
| 8/5/2025 | Bank of New York Mellon Corp | 307,225 | $12.96M | 0.0% | -3.6% | 1.025% | |
| 8/1/2025 | Bank of Jackson Hole Trust | 1,433 | $60K | 0.0% | N/A | 0.005% | |
| 7/31/2025 | Leavell Investment Management Inc. | 34,101 | $1.44M | 0.1% | N/A | 0.114% | |
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| 7/31/2025 | Longview Financial Advisors Inc. | 165,818 | $6.99M | 5.9% | -1.7% | 0.553% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 122,600 | $5.17M | 0.1% | -28.7% | 0.409% | |
| 7/29/2025 | Private Trust Co. NA | 865 | $36K | 0.0% | +801.0% | 0.003% | |
| 7/28/2025 | Copia Wealth Management | 12,469 | $526K | 0.4% | +55.3% | 0.042% | |
| 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% | |
| 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% | |
| 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% | |
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| 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% | |