| 5/16/2025 | NewEdge Advisors LLC | 79,828 | $2.65M | 0.0% | -24.2% | 0.029% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 142,200 | $4.73M | 0.1% | +17.5% | 0.052% | |
| 5/15/2025 | OLD Mission Capital LLC | 159,895 | $5.32M | 0.1% | -65.3% | 0.058% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 1,194 | $40K | 0.0% | -99.4% | 0.000% | |
| 5/14/2025 | Redwood Investment Management LLC | 7,651 | $254K | 0.0% | -22.2% | 0.003% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,869,489 | $95.41M | 0.0% | +3.3% | 1.043% | |
| 5/14/2025 | Summit Financial LLC | 220,261 | $7.32M | 0.2% | +14.3% | 0.080% | |
| 5/13/2025 | Horizon Investments LLC | 15,695 | $522K | 0.0% | -6.8% | 0.006% | |
| 5/12/2025 | Lcnb Corp | 8,465 | $281K | 0.1% | N/A | 0.003% | |
| 5/9/2025 | Tidemark LLC | 2,317 | $77K | 0.0% | -64.8% | 0.001% | |
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| 5/8/2025 | Foster & Motley Inc. | 118,272 | $3.93M | 0.2% | +8.2% | 0.042% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 26,236 | $872K | 0.3% | -18.5% | 0.009% | |
| 5/7/2025 | Municipal Employees Retirement System of Michigan | 164,166 | $5.46M | 0.1% | -4.8% | 0.058% | |
| 5/6/2025 | Richardson Financial Services Inc. | 9,529 | $317K | 0.2% | -24.2% | 0.003% | |
| 5/6/2025 | Winch Advisory Services LLC | 65,540 | $2.18M | 0.6% | +9.5% | 0.023% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 61,171 | $2.03M | 0.0% | +4.5% | 0.021% | |
| 5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 820,706 | $27.28M | 0.4% | -4.2% | 0.288% | |
| 5/2/2025 | Burns Matteson Capital Management LLC | 87,919 | $2.92M | 1.4% | +73.3% | 0.031% | |
| 5/2/2025 | Segall Bryant & Hamill LLC | 58,616 | $1.95M | 0.0% | -5.6% | 0.021% | |
| 5/2/2025 | BIP Wealth LLC | 28,985 | $963K | 0.1% | -7.1% | 0.010% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 32,406 | $1.08M | 0.0% | -18.5% | 0.011% | |
| 5/2/2025 | Whittier Trust Co. | 35,771 | $1.19M | 0.0% | -3.2% | 0.013% | |
| 5/1/2025 | FDx Advisors Inc. | 184,650 | $6.14M | 2.0% | -7.2% | 0.065% | |
| 5/1/2025 | Fidelity D & D Bancorp Inc. | 184,607 | $6.14M | 4.0% | +0.6% | 0.065% | |
| 5/1/2025 | Fifth Third Securities Inc. | 29,063 | $966K | 0.1% | -1.7% | 0.010% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 452,773 | $15.05M | 3.3% | N/A | 0.159% | |
| 4/29/2025 | Centennial Bank AR | 59,723 | $1.99M | 0.9% | +1.3% | 0.021% | |
| 4/29/2025 | TD Private Client Wealth LLC | 47,678 | $1.59M | 0.0% | +1.2% | 0.017% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 5,976 | $199K | 0.0% | +13.8% | 0.002% | |
| 4/29/2025 | Bank of New York Mellon Corp | 94,072 | $3.13M | 0.0% | +27.1% | 0.033% | |
| 4/29/2025 | Wayfinding Financial LLC | 280,762 | $9.33M | 4.1% | -4.8% | 0.099% | |
| 4/29/2025 | Columbia River Financial Group LLC | 4,624 | $153K | 0.1% | -34.9% | 0.002% | |
| 4/29/2025 | Davidson Trust Co. | 20,201 | $671K | 0.3% | -6.0% | 0.007% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 9,010 | $299K | 0.1% | +32.4% | 0.003% | |
| 4/28/2025 | Private Trust Co. NA | 77,839 | $2.59M | 0.3% | +20.0% | 0.027% | |
| 4/28/2025 | Rossby Financial LCC | 7,727 | $257K | 0.1% | N/A | 0.003% | |
| 4/25/2025 | Goodman Advisory Group LLC | 42,453 | $1.41M | 0.6% | N/A | 0.015% | |
| 4/24/2025 | Golden State Wealth Management LLC | 55,361 | $1.84M | 0.3% | +11.9% | 0.019% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 174,995 | $5.82M | 0.1% | +1.3% | 0.061% | |
| 4/23/2025 | Western Wealth Management LLC | 126,091 | $4.19M | 0.3% | +6.3% | 0.044% | |
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| 4/23/2025 | Creative Financial Designs Inc. ADV | 9,628 | $320K | 0.0% | +11.6% | 0.003% | |
| 4/23/2025 | Golden State Wealth Management LLC | 111,130 | $3.69M | 0.3% | +124.7% | 0.039% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 80,824 | $2.69M | 1.3% | +44.0% | 0.028% | |
| 4/23/2025 | AIFG Consultants Ltd. | 46,567 | $1.55M | 2.5% | -5.0% | 0.016% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 90,144 | $3.00M | 0.0% | +29.7% | 0.032% | |
| 4/22/2025 | Manning & Napier Advisors LLC | 166,011 | $5.52M | 0.1% | +0.3% | 0.058% | |
| 4/22/2025 | Crews Bank & Trust | 547,584 | $18.20M | 3.1% | +2.0% | 0.192% | |
| 4/22/2025 | Appleton Partners Inc. MA | 275,173 | $9.15M | 0.7% | +4.2% | 0.097% | |
| 4/21/2025 | True Link Financial Advisors LLC | 3,387,730 | $112.61M | 8.4% | +5.7% | 1.190% | |
| 4/21/2025 | OLD Second National Bank of Aurora | 5,395 | $179K | 0.0% | -8.7% | 0.002% | |
| 4/17/2025 | NBT Bank N A NY | 17,686 | $588K | 0.0% | -7.1% | 0.006% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 330,521 | $10.99M | 0.0% | +4.9% | 0.116% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 35,321 | $1.17M | 0.2% | -23.0% | 0.012% | |
| 4/15/2025 | Curbstone Financial Management Corp | 12,050 | $401K | 0.1% | N/A | 0.004% | |
| 4/15/2025 | Collier Financial | 238,978 | $7.94M | 6.8% | +1,624.9% | 0.081% | |
| 4/14/2025 | Farther Finance Advisors LLC | 434,553 | $14.41M | 0.4% | +24.7% | 0.147% | |
| 4/14/2025 | NewSquare Capital LLC | 212,361 | $7.06M | 0.6% | N/A | 0.072% | |
| 4/11/2025 | Hudson Valley Investment Advisors Inc. ADV | 1,254,198 | $41.69M | 5.0% | +1.6% | 0.424% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 11,887 | $395K | 0.1% | +33.0% | 0.004% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 829,635 | $27.58M | 1.3% | +5.6% | 0.280% | |
| 4/9/2025 | NBC Securities Inc. | 5,471 | $181K | 0.0% | +182,266.7% | 0.002% | |
| 4/8/2025 | Global Financial Private Client LLC | 9,804 | $326K | 0.1% | +13.6% | 0.003% | |
| 4/8/2025 | Parallel Advisors LLC | 793 | $26K | 0.0% | -76.3% | 0.000% | |
| 4/7/2025 | GoalVest Advisory LLC | 470,098 | $15.63M | 4.3% | +6.3% | 0.159% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 36,122 | $1.20M | 0.0% | +3.2% | 0.012% | |
| 2/27/2025 | Fidelity D & D Bancorp Inc. | 183,431 | $6.01M | 4.0% | +15.7% | 0.061% | |
| 2/24/2025 | Ameriflex Group Inc. | 1,015 | $33K | 0.0% | N/A | 0.000% | |
| 2/21/2025 | Fidelity D & D Bancorp Inc. | 183,431 | $6.01M | 4.4% | +15.7% | 0.074% | |
| 2/19/2025 | Columbia River Financial Group LLC | 7,104 | $232K | 0.2% | N/A | 0.003% | |
| 2/18/2025 | Sunbelt Securities Inc. | 1,063 | $35K | 0.0% | -49.4% | 0.000% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 56,137 | $1.84M | 1.0% | N/A | 0.023% | |
| 2/17/2025 | Vermillion & White Wealth Management Group LLC | 201,189 | $6.59M | 4.9% | +4.0% | 0.081% | |
| 2/17/2025 | Captrust Financial Advisors | 36,390 | $1.19M | 0.0% | -7.4% | 0.015% | |
| 2/17/2025 | BIP Wealth LLC | 31,207 | $1.02M | 0.1% | +28.7% | 0.013% | |
| 2/17/2025 | Ameriprise Financial Inc. | 2,777,442 | $90.95M | 0.0% | +163.2% | 1.121% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 121,004 | $3.96M | 0.0% | +4.9% | 0.049% | |
| 2/14/2025 | IHT Wealth Management LLC | 7,200 | $236K | 0.0% | +20.5% | 0.003% | |
| 2/13/2025 | Marshall Wace LLP | 245,505 | $8.04M | 0.0% | +33.2% | 0.099% | |
| 2/12/2025 | OLD Mission Capital LLC | 461,207 | $15.11M | 0.2% | -43.1% | 0.186% | |
| 2/12/2025 | Summit Financial LLC | 192,684 | $6.31M | 0.2% | +15.7% | 0.078% | |
| 2/12/2025 | FSB Premier Wealth Management Inc. | 32,209 | $1.06M | 0.4% | -12.7% | 0.013% | |
| 2/12/2025 | Duff & Phelps Investment Management Co. | 365,715 | $11.98M | 0.1% | +1.0% | 0.148% | |
| 2/12/2025 | JPMorgan Chase & Co. | 177,352 | $5.81M | 0.0% | +23.1% | 0.072% | |
| 2/11/2025 | Segall Bryant & Hamill LLC | 62,112 | $2.04M | 0.0% | +5.7% | 0.025% | |
| 2/11/2025 | Community Bank N.A. | 27,240 | $892K | 0.1% | +2.9% | 0.011% | |
| 2/11/2025 | 1620 Investment Advisors Inc. | 123,242 | $4.04M | 3.1% | -2.5% | 0.050% | |
| 2/11/2025 | Wayfinding Financial LLC | 295,019 | $9.66M | 5.2% | -27.7% | 0.119% | |
| 2/11/2025 | TD Private Client Wealth LLC | 47,097 | $1.54M | 0.0% | +6.1% | 0.019% | |
| 2/11/2025 | Whittier Trust Co. of Nevada Inc. | 39,781 | $1.30M | 0.0% | -2.2% | 0.016% | |
| 2/11/2025 | Whittier Trust Co. | 36,958 | $1.21M | 0.0% | -8.0% | 0.015% | |
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| 2/10/2025 | Horizon Investments LLC | 16,848 | $552K | 0.0% | -2.5% | 0.007% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 8,630 | $283K | 0.0% | +15.5% | 0.003% | |
| 2/10/2025 | Municipal Employees Retirement System of Michigan | 172,439 | $5.65M | 0.1% | +8.4% | 0.070% | |
| 2/10/2025 | Farther Finance Advisors LLC | 348,361 | $11.41M | 0.4% | -24.4% | 0.141% | |
| 2/6/2025 | Jones Financial Companies Lllp | 41,704 | $1.37M | 0.0% | +70.6% | 0.017% | |
| 2/5/2025 | Fisher Asset Management LLC | 36,020 | $1.18M | 0.0% | +9.2% | 0.015% | |
| 2/5/2025 | WR Wealth Planners LLC | 64,035 | $2.10M | 0.7% | +7.9% | 0.026% | |
| 2/5/2025 | Private Trust Co. NA | 64,859 | $2.13M | 0.2% | -8.8% | 0.026% | |
| 2/5/2025 | Hilltop Partners LLC | 48,064 | $1.58M | 0.5% | -10.1% | 0.019% | |
| 2/4/2025 | Bank of New York Mellon Corp | 74,001 | $2.42M | 0.0% | +7.7% | 0.030% | |
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