| 5/20/2025 | Glenview Trust co | 1,680,494 | $64.01M | 1.2% | +7.7% | 5.552% | |
| 5/16/2025 | National Wealth Management Group LLC | 226,539 | $8.63M | 5.7% | +5.8% | 0.748% | |
| 5/16/2025 | NewEdge Advisors LLC | 50,348 | $1.92M | 0.0% | +41.4% | 0.166% | |
| 5/15/2025 | Royal Bank of Canada | 65,275 | $2.49M | 0.0% | +7.4% | 0.216% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 8,133 | $310K | 0.0% | -71.1% | 0.027% | |
| 5/14/2025 | Comerica Bank | 1,000 | $38K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,524,205 | $58.06M | 0.0% | +21.5% | 5.035% | |
| 5/14/2025 | Kestra Advisory Services LLC | 34,731 | $1.32M | 0.0% | +3.0% | 0.115% | |
| 5/14/2025 | Capital Analysts LLC | 54,878 | $2.09M | 0.1% | +29.2% | 0.181% | |
| 5/13/2025 | Raymond James Financial Inc. | 359,377 | $13.69M | 0.0% | +15.6% | 1.187% | |
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| 5/13/2025 | Ted Buchan & Co | 31,361 | $1.20M | 0.6% | -15.7% | 0.104% | |
| 5/13/2025 | Russell Investments Group Ltd. | 1,752 | $67K | 0.0% | N/A | 0.006% | |
| 5/13/2025 | Elevation Capital Advisory LLC | 81,501 | $3.10M | 1.4% | N/A | 0.269% | |
| 5/12/2025 | Maia Wealth LLC | 30,093 | $1.13M | 0.3% | -0.8% | 0.099% | |
| 5/12/2025 | Linscomb Wealth Inc. | 248,582 | $9.47M | 0.5% | +3.7% | 0.821% | |
| 5/12/2025 | Benjamin Edwards Inc. | 100,751 | $3.84M | 0.1% | +3.2% | 0.333% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 42,795 | $1.63M | 1.6% | +334.1% | 0.150% | |
| 5/9/2025 | NBZ Investment Advisors LLC | 56,819 | $2.16M | 1.2% | -12.1% | 0.199% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 658,863 | $25.10M | 0.0% | +15.2% | 2.309% | |
| 5/9/2025 | Heritage Trust Co | 36,978 | $1.41M | 0.2% | +104.0% | 0.130% | |
| 5/8/2025 | Hopwood Financial Services Inc. | 94,976 | $3.62M | 2.8% | +2.2% | 0.333% | |
| 5/8/2025 | Harbour Investments Inc. | 34,706 | $1.32M | 0.0% | -4.1% | 0.122% | |
| 5/8/2025 | First Foundation Advisors | 86,642 | $3.30M | 0.1% | -5.4% | 0.304% | |
| 5/7/2025 | LPL Financial LLC | 33,518 | $1.28M | 0.0% | +68.2% | 0.117% | |
| 5/7/2025 | Bedel Financial Consulting Inc. | 30,256 | $1.20M | 0.2% | +1.8% | 0.106% | |
| 5/6/2025 | Cetera Investment Advisers | 1,571,439 | $59.86M | 0.1% | +75.0% | 5.506% | |
| 5/6/2025 | Advisor OS LLC | 226,184 | $8.62M | 1.0% | -13.1% | 0.793% | |
| 5/6/2025 | Roundview Capital LLC | 16,136 | $615K | 0.0% | +20.9% | 0.057% | |
| 5/5/2025 | Souders Financial Advisors | 285,251 | $10.87M | 1.5% | +15.4% | 0.999% | |
| 5/5/2025 | IFP Advisors Inc | 25,120 | $957K | 0.0% | +4.8% | 0.088% | |
| 5/5/2025 | Private Advisor Group LLC | 12,724 | $485K | 0.0% | -5.5% | 0.045% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 23,414 | $892K | 0.2% | +70.2% | 0.082% | |
| 5/2/2025 | Landaas & Co. WI ADV | 10,967 | $418K | 0.1% | N/A | 0.038% | |
| 5/2/2025 | Sigma Planning Corp | 58,673 | $2.24M | 0.1% | +2.3% | 0.206% | |
| 5/1/2025 | CWM LLC | 74,618 | $2.84M | 0.0% | +36.7% | 0.261% | |
| 5/1/2025 | Croban | 80,089 | $3.05M | 2.8% | N/A | 0.281% | |
| 4/30/2025 | MJP Associates Inc. ADV | 226,184 | $8.62M | 1.6% | -11.7% | 0.793% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 24,744 | $942K | 0.1% | -29.8% | 0.087% | |
| 4/30/2025 | Stratos Investment Management LLC | 7,073 | $269K | 0.0% | N/A | 0.025% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 802,896 | $30.58M | 0.0% | +0.1% | 2.813% | |
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| 4/29/2025 | Atlantic Edge Private Wealth Management LLC | 652 | $25K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | REDW Wealth LLC | 9,397 | $358K | 0.1% | N/A | 0.033% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 9,893 | $377K | 0.0% | -69.0% | 0.035% | |
| 4/28/2025 | D.A. Davidson & CO. | 213,788 | $8.14M | 0.1% | +6.1% | 0.749% | |
| 4/28/2025 | Equita Financial Network Inc. | 6,821 | $260K | 0.1% | +7.6% | 0.024% | |
| 4/28/2025 | DAVENPORT & Co LLC | 14,965 | $570K | 0.0% | +12.3% | 0.052% | |
| 4/25/2025 | Essex Financial Services Inc. | 26,494 | $1.01M | 0.1% | +280.9% | 0.093% | |
| 4/23/2025 | Saxony Capital Management LLC | 5,800 | $221K | 0.2% | N/A | 0.020% | |
| 4/23/2025 | Trust Co of Kansas | 833,548 | $31.75M | 16.9% | +8.8% | 2.921% | |
| 4/23/2025 | Mokosak Advisory Group LLC | 5,384 | $205K | 0.1% | -14.9% | 0.019% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 96,337 | $3.67M | 0.0% | -15.5% | 0.338% | |
| 4/22/2025 | Matrix Asset Advisors Inc. NY | 62,124 | $2.37M | 0.3% | +2.7% | 0.218% | |
| 4/22/2025 | Lighthouse Wealth Management Inc. | 27,237 | $1.04M | 1.0% | +2.9% | 0.095% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 96,278 | $3.67M | 0.1% | -27.8% | 0.367% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 242,529 | $9.24M | 0.0% | +670.1% | 0.924% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 61,056 | $2.33M | 0.0% | +7.6% | 0.233% | |
| 4/16/2025 | Goldstone Financial Group LLC | 13,868 | $528K | 0.1% | -52.5% | 0.053% | |
| 4/15/2025 | Capital Advisors Ltd. LLC | 73,252 | $2.79M | 0.4% | +6.4% | 0.279% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 6,075 | $231K | 0.0% | +5.2% | 0.023% | |
| 4/14/2025 | CMH Wealth Management LLC | 167,139 | $6.37M | 1.6% | -1.6% | 0.637% | |
| 4/11/2025 | Harbor Group Inc. | 402,025 | $15.31M | 3.1% | +6.9% | 1.532% | |
| 4/9/2025 | Swisher Financial Concepts Inc. | 19,487 | $742K | 0.6% | -15.4% | 0.074% | |
| 4/8/2025 | Cascade Investment Advisors Inc. | 5,770 | $220K | 0.1% | +14.5% | 0.022% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 56,751 | $2.39M | 0.0% | +1.1% | 0.223% | |
| 3/12/2025 | Centaurus Financial Inc. | 3,227 | $136K | 0.0% | N/A | 0.013% | |
| 2/27/2025 | Carolinas Wealth Consulting LLC | 178,378 | $7.51M | 1.3% | -3.5% | 0.708% | |
| 2/18/2025 | Cornerstone Advisory LLC | 6,801 | $300K | 0.0% | N/A | 0.043% | |
| 2/17/2025 | Two Sigma Investments LP | 138,900 | $5.85M | 0.0% | +80.6% | 0.879% | |
| 2/17/2025 | MJP Associates Inc. ADV | 256,227 | $10.79M | 1.9% | -0.5% | 1.621% | |
| 2/17/2025 | Cetera Investment Advisers | 898,136 | $37.82M | 0.1% | -17.6% | 5.681% | |
| 2/17/2025 | Bank of America Corp DE | 1,367,694 | $57.59M | 0.0% | +28.6% | 8.651% | |
| 2/17/2025 | Benjamin Edwards Inc. | 97,608 | $4.11M | 0.1% | -9.1% | 0.617% | |
| 2/14/2025 | Capital Analysts LLC | 42,489 | $1.79M | 0.1% | -8.8% | 0.269% | |
| 2/14/2025 | Price T Rowe Associates Inc. MD | 1,250,001 | $52.64M | 0.0% | +38.9% | 7.906% | |
| 2/14/2025 | Stifel Financial Corp | 91,464 | $3.85M | 0.0% | +2.5% | 0.579% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 3,603 | $150K | 0.0% | +1,466.5% | 0.023% | |
| 2/14/2025 | MML Investors Services LLC | 35,656 | $1.50M | 0.0% | -2.2% | 0.226% | |
| 2/14/2025 | GeoWealth Management LLC | 17,999 | $758K | 0.0% | N/A | 0.114% | |
| 2/13/2025 | Marshall Wace LLP | 6,995 | $295K | 0.0% | -40.4% | 0.044% | |
| 2/13/2025 | Heritage Trust Co | 18,127 | $763K | 0.1% | N/A | 0.115% | |
| 2/13/2025 | First Foundation Advisors | 91,604 | $3.86M | 0.1% | -0.5% | 0.579% | |
| 2/13/2025 | Swisher Financial Concepts Inc. | 23,024 | $970K | 1.1% | -56.6% | 0.146% | |
| 2/13/2025 | Certior Financial Group LLC | 5,181 | $218K | 0.2% | N/A | 0.033% | |
| 2/13/2025 | Ted Buchan & Co | 37,211 | $1.57M | 0.7% | -8.3% | 0.235% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 801,717 | $33.76M | 0.0% | -1.0% | 5.071% | |
| 2/12/2025 | National Wealth Management Group LLC | 214,189 | $9.02M | 6.0% | +0.9% | 1.355% | |
| 2/12/2025 | National Bank of Canada FI | 1,910 | $81K | 0.0% | -45.8% | 0.012% | |
| 2/12/2025 | NBZ Investment Advisors LLC | 64,625 | $2.72M | 1.5% | N/A | 0.409% | |
| 2/11/2025 | Hershey Financial Advisers LLC | 12,468 | $525K | 0.5% | N/A | 0.079% | |
| 2/11/2025 | LPL Financial LLC | 19,922 | $839K | 0.0% | +34.7% | 0.126% | |
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| 2/10/2025 | John & Kathleen Schreiber Foundation | 111,349 | $4.69M | 2.7% | N/A | 0.704% | |
| 2/10/2025 | Glenview Trust co | 1,560,592 | $65.72M | 1.2% | +9.5% | 9.871% | |
| 2/10/2025 | Harbour Investments Inc. | 36,177 | $1.52M | 0.0% | +2.9% | 0.229% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 571,803 | $24.08M | 0.0% | +23.1% | 3.617% | |
| 2/10/2025 | Hopwood Financial Services Inc. | 92,945 | $3.91M | 3.0% | N/A | 0.588% | |
| 2/7/2025 | PFG Advisors | 6,643 | $280K | 0.0% | N/A | 0.042% | |
| 2/7/2025 | HighTower Advisors LLC | 10,673 | $449K | 0.0% | -8.5% | 0.068% | |
| 2/7/2025 | Ellerson Group Inc. ADV | 21,133 | $890K | 0.6% | +35.6% | 0.134% | |
| 2/6/2025 | Raymond James Financial Inc. | 310,975 | $13.10M | 0.0% | N/A | 1.967% | |
| 2/6/2025 | Souders Financial Advisors | 247,258 | $10.41M | 1.5% | +15.8% | 1.564% | |
