| 7/15/2025 | TD Private Client Wealth LLC | 15,708 | $845K | 0.0% | +35.3% | 0.190% | |
| 5/8/2025 | TIAA Trust National Association | 277,986 | $15.02M | 0.0% | -43.1% | 3.341% | |
| 4/29/2025 | TD Private Client Wealth LLC | 11,612 | $627K | 0.0% | +89.7% | 0.140% | |
| 4/25/2025 | Arbor Investment Advisors LLC | 88,006 | $4.75M | 0.6% | +1.4% | 1.058% | |
| 4/14/2025 | Farther Finance Advisors LLC | 948 | $51K | 0.0% | N/A | 0.012% | |
| 2/24/2025 | Ameriflex Group Inc. | 3,646 | $193K | 0.1% | N/A | 0.045% | |
| 2/17/2025 | Captrust Financial Advisors | 22,048 | $1.15M | 0.0% | -30.4% | 0.233% | |
| 2/17/2025 | Ameriprise Financial Inc. | 72,249 | $3.78M | 0.0% | -8.0% | 0.763% | |
| 2/14/2025 | Arkos Global Advisors | 4,822 | $252K | 0.0% | -41.0% | 0.051% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 36,032 | $1.88M | 0.0% | -0.7% | 0.380% | |
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| 2/12/2025 | Summit Financial LLC | 22,045 | $1.15M | 0.0% | +2.8% | 0.233% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,389 | $177K | 0.0% | -30.5% | 0.036% | |
| 2/11/2025 | TIAA Trust National Association | 488,640 | $25.56M | 0.1% | +136.2% | 5.160% | |
| 2/6/2025 | Jones Financial Companies Lllp | 2,937 | $154K | 0.0% | +397.0% | 0.031% | |
| 2/4/2025 | Arbor Investment Advisors LLC | 86,799 | $4.54M | 0.6% | +5.7% | 0.917% | |
| 12/26/2024 | JPMorgan Chase & Co. | 4,876 | $258K | 0.0% | -83.2% | 0.051% | |
| 11/18/2024 | TD Private Client Wealth LLC | 6,270 | $331K | 0.0% | +68.7% | 0.066% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 36,274 | $1.92M | 0.0% | N/A | 0.383% | |
| 11/14/2024 | Flow Traders U.S. LLC | 22,342 | $1.18M | 0.1% | N/A | 0.236% | |
| 11/14/2024 | Captrust Financial Advisors | 31,683 | $1.67M | 0.0% | -0.8% | 0.335% | |
| 10/24/2024 | Arbor Investment Advisors LLC | 82,087 | $4.34M | 0.6% | +7.2% | 0.867% | |
| 10/8/2024 | Parkside Advisors LLC | 10,383 | $548K | 0.1% | -30.9% | 0.110% | |
| 10/7/2024 | Marathon Strategic Advisors LLC | 5,499 | $290K | 0.3% | -7.9% | 0.058% | |
| 8/1/2024 | TIAA Trust National Association | 266,495 | $13.76M | 0.0% | +2.9% | 2.814% | |
| 7/11/2024 | Canandaigua National Bank & Trust Co. | 4,150 | $214K | 0.0% | N/A | 0.044% | |
| 7/8/2024 | Marathon Strategic Advisors LLC | 5,970 | $308K | 0.4% | -5.0% | 0.063% | |
| 5/17/2024 | Comerica Bank | 1,700 | $88K | 0.0% | -85.5% | 0.017% | |
| 5/10/2024 | TIAA Trust National Association | 258,941 | $13.34M | 0.0% | +1.4% | 2.650% | |
| 5/4/2024 | Gould Asset Management LLC CA | 11,550 | $595K | 0.1% | -11.4% | 0.118% | |
| 4/30/2024 | Marathon Strategic Advisors LLC | 6,281 | $323K | 0.4% | -8.6% | 0.064% | |
| 4/23/2024 | Arbor Investment Advisors LLC | 55,648 | $2.87M | 0.4% | +56.9% | 0.547% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 27,306 | $1.40M | 0.0% | -4.1% | 0.177% | |
| 2/9/2024 | InterOcean Capital Group LLC | 45,090 | $2.31M | 0.1% | -13.1% | 0.291% | |
| 2/2/2024 | Gould Asset Management LLC CA | 13,030 | $666K | 0.2% | +5.2% | 0.084% | |
| 1/29/2024 | Arbor Investment Advisors LLC | 35,463 | $1.81M | 0.3% | +56.6% | 0.229% | |
| 1/23/2024 | TIAA Trust National Association | 255,451 | $13.07M | 0.0% | +34.4% | 1.651% | |
| 10/27/2023 | TIAA Trust National Association | 190,124 | $9.52M | 0.0% | N/A | 1.229% | |
| 10/24/2023 | Arbor Investment Advisors LLC | 22,651 | $1.14M | 0.2% | +3.3% | 0.146% | |
| 10/24/2023 | Gould Asset Management LLC CA | 12,390 | $621K | 0.2% | -24.2% | 0.080% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 28,486 | $1.43M | 0.0% | -29.8% | 0.184% | |
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| 8/9/2023 | Flow Traders U.S. LLC | 59,624 | $3.00M | 0.1% | N/A | 0.385% | |
| 8/7/2023 | Gould Asset Management LLC CA | 16,340 | $822K | 0.2% | -3.7% | 0.106% | |
| 7/31/2023 | TIAA FSB | 199,378 | $10.03M | 0.0% | -5.3% | 1.289% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 40,574 | $2.04M | 0.0% | -5.5% | 0.220% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 42,936 | $2.19M | 0.0% | -37.6% | 0.228% | |
| 5/10/2023 | Arkos Global Advisors | 165,918 | $8.47M | 1.7% | -11.9% | 0.882% | |
| 5/2/2023 | Gould Asset Management LLC CA | 16,975 | $866K | 0.2% | +2.9% | 0.090% | |
| 4/21/2023 | Arbor Investment Advisors LLC | 21,990 | $1.12M | 0.2% | -18.5% | 0.117% | |
| 4/19/2023 | TIAA FSB | 210,622 | $10.75M | 0.0% | -58.4% | 1.119% | |
| 3/6/2023 | OLD Mission Capital LLC | 1,196 | $60K | 0.0% | N/A | 0.005% | |
| 2/14/2023 | Arkos Global Advisors | 188,261 | $9.39M | 2.4% | -17.5% | 0.853% | |
| 2/10/2023 | SVB Wealth LLC | 51,944 | $2.59M | 0.0% | +9.5% | 0.235% | |
| 2/9/2023 | Sowell Financial Services LLC | 220,070 | $11.00M | 0.7% | +106.9% | 0.997% | |
| 2/9/2023 | Gould Asset Management LLC CA | 16,490 | $822K | 0.2% | N/A | 0.075% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 68,793 | $3.43M | 0.0% | -8.9% | 0.312% | |
| 2/6/2023 | Parallel Advisors LLC | 921 | $46K | 0.0% | -50.8% | 0.004% | |
| 1/27/2023 | Arbor Investment Advisors LLC | 26,984 | $1.35M | 0.3% | +43.5% | 0.122% | |
| 11/15/2022 | Sowell Financial Services LLC | 106,372 | $5.26M | 0.5% | N/A | 0.411% | |
| 11/14/2022 | One Wealth Advisors LLC | 5,623 | $278K | 0.1% | +8.7% | 0.021% | |
| 11/14/2022 | Arkos Global Advisors | 228,298 | $11.28M | 3.4% | -5.6% | 0.858% | |
| 11/14/2022 | One Capital Management LLC | 314,096 | $15.52M | 0.9% | -2.9% | 1.180% | |
| 11/9/2022 | SVB Wealth LLC | 47,450 | $2.35M | 0.0% | N/A | 0.178% | |
| 11/3/2022 | Abbrea Capital LLC | 81,021 | $4.00M | 0.8% | -7.8% | 0.308% | |
| 11/1/2022 | Allegheny Financial Group LTD | 158,479 | $7.83M | 3.7% | +1.7% | 0.595% | |
| 11/1/2022 | MAS Advisors LLC | 42,871 | $2.12M | 1.4% | -4.5% | 0.161% | |
| 11/1/2022 | Arbor Investment Advisors LLC | 18,808 | $929K | 0.2% | +19.6% | 0.071% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 75,495 | $3.73M | 0.0% | +21.7% | 0.276% | |
| 10/13/2022 | Bennicas & Associates Inc. | 194,140 | $9.59M | 6.1% | -1.6% | 0.709% | |
| 10/11/2022 | TIAA FSB | 526,173 | $26.00M | 0.1% | -6.4% | 1.919% | |
| 8/15/2022 | One Wealth Advisors LLC | 5,172 | $270K | 0.1% | N/A | 0.018% | |
| 8/13/2022 | Flow Traders U.S. LLC | 12,509 | $654K | 0.0% | N/A | 0.043% | |
| 8/12/2022 | Almanack Investment Partners LLC. | 153,071 | $8.00M | 0.8% | +27.9% | 0.524% | |
| 8/9/2022 | TIAA FSB | 562,084 | $29.39M | 0.1% | -7.0% | 1.924% | |
| 8/2/2022 | Abbrea Capital LLC | 87,832 | $4.59M | 0.8% | -3.9% | 0.301% | |
| 7/29/2022 | Patriot Financial Group Insurance Agency LLC | 6,388 | $334K | 0.1% | +467.3% | 0.022% | |
| 7/28/2022 | Arbor Investment Advisors LLC | 15,731 | $823K | 0.2% | -9.6% | 0.054% | |
| 7/15/2022 | Mayflower Financial Advisors LLC | 5,630 | $294K | 0.0% | N/A | 0.019% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 62,036 | $3.24M | 0.0% | -59.9% | 0.206% | |
| 7/12/2022 | Transcend Capital Advisors LLC | 4,216 | $220K | 0.0% | N/A | 0.014% | |
| 5/16/2022 | MTC Wealth Management LLC | 93,236 | $5.08M | 1.7% | +4.9% | 0.328% | |
| 5/12/2022 | Archetype Wealth Partners | 210,894 | $11.49M | 3.0% | +1,476.7% | 0.742% | |
| 5/12/2022 | Clear Perspectives Financial Planning LLC | 257,576 | $14.03M | 5.3% | -16.7% | 0.911% | |
| 5/12/2022 | Cambridge Investment Research Advisors Inc. | 154,520 | $8.42M | 0.0% | +342.0% | 0.547% | |
| 5/11/2022 | Abbrea Capital LLC | 91,367 | $4.98M | 0.7% | +0.4% | 0.323% | |
| 5/11/2022 | Allegheny Financial Group LTD | 146,951 | $8.01M | 3.4% | +12.0% | 0.520% | |
| 5/11/2022 | Patriot Financial Group Insurance Agency LLC | 1,126 | $61K | 0.0% | -84.5% | 0.004% | |
| 5/10/2022 | Tcwp LLC | 9,414 | $512K | 0.1% | N/A | 0.033% | |
| 5/10/2022 | First Horizon Advisors Inc. | 1,196 | $65K | 0.0% | N/A | 0.004% | |
| 4/21/2022 | Arbor Investment Advisors LLC | 17,398 | $948K | 0.2% | +6.2% | 0.064% | |
| 4/15/2022 | Bennicas & Associates Inc. | 197,445 | $10.76M | 5.4% | -0.4% | 0.727% | |
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| 4/13/2022 | TIAA FSB | 604,265 | $32.41M | 0.1% | -8.0% | 2.224% | |
| 2/14/2022 | One Wealth Advisors LLC | 5,620 | $310K | 0.1% | N/A | 0.022% | |
| 2/10/2022 | OLD Mission Capital LLC | 3,666 | $202K | 0.0% | -91.0% | 0.014% | |
| 2/9/2022 | Allegheny Financial Group LTD | 131,243 | $7.24M | 2.7% | +139.9% | 0.505% | |
| 2/9/2022 | MAS Advisors LLC | 40,056 | $2.21M | 1.6% | N/A | 0.154% | |
| 2/9/2022 | Clear Perspectives Financial Planning LLC | 309,113 | $17.06M | 6.9% | +10.1% | 1.190% | |
| 2/4/2022 | Abbrea Capital LLC | 90,992 | $5.04M | 0.7% | +41.9% | 0.349% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 34,957 | $1.93M | 0.0% | +13.1% | 0.134% | |
| 2/2/2022 | Sigma Planning Corp | 94,049 | $5.19M | 0.1% | +11.3% | 0.361% | |
| 2/1/2022 | TIAA FSB | 657,067 | $35.99M | 0.1% | +0.5% | 2.520% | |
