| 4/16/2021 | Lake Street Financial LLC | 38,274 | $4.80M | 1.3% | -2.6% | 0.018% | |
| 4/16/2021 | NEXT Financial Group Inc | 33,851 | $4.25M | 0.4% | +18.5% | 0.016% | |
| 4/16/2021 | Raub Brock Capital Management LP | 2,050 | $0.26M | 0.0% | N/A | 0.001% | |
| 4/16/2021 | Trust Co. of Vermont | 12,909 | $1.62M | 0.1% | +24.5% | 0.006% | |
| 4/16/2021 | Hanlon Investment Management Inc. | 23,347 | $2.93M | 0.6% | +40.8% | 0.011% | |
| 4/16/2021 | Millburn Ridgefield Corp | 2,851 | $0.36M | 0.0% | -29.6% | 0.001% | |
| 4/16/2021 | Alhambra Investment Partners LLC | 33,593 | $4.22M | 3.4% | +12.5% | 0.016% | |
| 4/16/2021 | Adirondack Trust Co. | 55,660 | $6.99M | 3.7% | -0.2% | 0.026% | |
| 4/16/2021 | Columbia Trust Co 01012016 | 28,105 | $3.53M | 2.2% | +37.3% | 0.013% | |
| 4/15/2021 | New Capital Management LP | 62,292 | $7.88M | 7.0% | +15.3% | 0.030% | |
|
| 4/15/2021 | CMG Global Holdings LLC | 11,838 | $1.49M | 1.3% | N/A | 0.006% | |
| 4/15/2021 | Signature Wealth Management Group | 43,221 | $5.42M | 3.2% | +2.3% | 0.021% | |
| 4/15/2021 | Leavell Investment Management Inc. | 1,831 | $0.23M | 0.0% | N/A | 0.001% | |
| 4/15/2021 | Optimum Investment Advisors | 3,025 | $0.38M | 0.1% | +55.8% | 0.001% | |
| 4/15/2021 | Arkansas Financial Group Inc. | 265,824 | $33.36M | 8.0% | +11.4% | 0.126% | |
| 4/15/2021 | Mcdonald Partners LLC | 19,456 | $2.44M | 0.5% | +7.5% | 0.009% | |
| 4/15/2021 | Gill Capital Partners LLC | 9,676 | $1.21M | 0.6% | +2.3% | 0.005% | |
| 4/15/2021 | Apella Capital LLC | 8,864 | $1.11M | 0.4% | -3.0% | 0.004% | |
| 4/15/2021 | City Holding Co. | 16,602 | $2.08M | 0.4% | N/A | 0.008% | |
| 4/14/2021 | N.E.W. Advisory Services LLC | 11,817 | $1.49M | 0.3% | -14.2% | 0.006% | |
| 4/14/2021 | WealthTrust Axiom LLC | 7,581 | $0.95M | 0.3% | -2.7% | 0.004% | |
| 4/14/2021 | Country Club Trust Company n.a. | 45,083 | $5.66M | 0.5% | +11.4% | 0.021% | |
| 4/14/2021 | Nachman Norwood & Parrott Inc | 2,518 | $0.32M | 0.0% | +8.9% | 0.001% | |
| 4/14/2021 | Resource Planning Group | 13,480 | $1.69M | 1.1% | -2.0% | 0.006% | |
| 4/14/2021 | Welch & Forbes LLC | 27,029 | $3.39M | 0.1% | +13.1% | 0.013% | |
| 4/14/2021 | Westside Investment Management Inc. | 16,155 | $20.83M | 0.1% | -9.3% | 0.008% | |
| 4/14/2021 | Autus Asset Management LLC | 75,582 | $9.49M | 1.1% | +16.0% | 0.036% | |
| 4/14/2021 | Strategic Investment Advisors MI | 60,662 | $7.61M | 2.0% | +92.8% | 0.029% | |
| 4/14/2021 | Secure Asset Management LLC | 3,869 | $0.49M | 0.3% | +22.0% | 0.002% | |
| 4/14/2021 | Global Retirement Partners LLC | 8,823 | $1.11M | 0.1% | +12.8% | 0.004% | |
| 4/14/2021 | Cypress Capital Group | 7,629 | $0.96M | 0.1% | +5.5% | 0.004% | |
| 4/14/2021 | Global Trust Asset Management LLC | 196 | $25K | 0.0% | -93.4% | 0.000% | |
| 4/14/2021 | CVA Family Office LLC | 3,968 | $0.50M | 0.2% | +45.3% | 0.002% | |
| 4/14/2021 | Stock Yards Bank & Trust Co. | 30,189 | $3.79M | 0.3% | +12.1% | 0.014% | |
| 4/14/2021 | Collective Family Office LLC | 5,725 | $0.72M | 0.4% | +34.7% | 0.003% | |
| 4/14/2021 | FDx Advisors Inc. | 7,637 | $0.96M | 0.0% | -64.5% | 0.004% | |
| 4/14/2021 | Baldrige Asset Management LLC | 25,634 | $3.22M | 1.8% | +4.4% | 0.012% | |
| 4/13/2021 | BFT Financial Group LLC | 27,829 | $3.49M | 1.0% | +7.8% | 0.013% | |
| 4/13/2021 | Bellecapital International Ltd. | 6,992 | $0.88M | 0.3% | -3.6% | 0.003% | |
| 4/13/2021 | Atlas Brown Inc. | 8,076 | $1.01M | 0.5% | +9.2% | 0.004% | |
| 4/13/2021 | Cardan Capital Partners LLC | 23,640 | $2.97M | 0.4% | +12.7% | 0.011% | |
| 4/13/2021 | Demars Financial Group LLC | 73,852 | $9.27M | 6.2% | N/A | 0.035% | |
| 4/13/2021 | Ballew Advisors Inc | 10,408 | $1.31M | 0.5% | +100.0% | 0.005% | |
| 4/13/2021 | Gofen & Glossberg LLC IL | 5,788 | $0.73M | 0.0% | +5.5% | 0.003% | |
| 4/13/2021 | 4J Wealth Management LLC | 32,515 | $4.08M | 3.8% | +18.4% | 0.015% | |
| 4/13/2021 | Money Design Co. Ltd. | 59,631 | $7.48M | 0.9% | +22.3% | 0.028% | |
| 4/12/2021 | Acropolis Investment Management LLC | 4,074 | $0.51M | 0.1% | +36.5% | 0.002% | |
| 4/12/2021 | Courier Capital LLC | 18,040 | $2.26M | 0.2% | +3.4% | 0.009% | |
| 4/12/2021 | Hemington Wealth Management | 4,043 | $0.51M | 0.2% | N/A | 0.002% | |
| 4/12/2021 | Coastal Investment Advisors Inc. | 8,772 | $1.10M | 0.3% | +16.1% | 0.004% | |
| 4/12/2021 | Livingston Group Asset Management CO operating as Southport Capital Management | 21,625 | $2.71M | 0.7% | N/A | 0.010% | |
| 4/12/2021 | Israel Discount Bank of New York | 15,206 | $1.91M | 1.5% | -13.5% | 0.007% | |
| 4/12/2021 | Kwmg LLC | 175,635 | $22.04M | 3.5% | +100.6% | 0.084% | |
| 4/12/2021 | Carnegie Capital Asset Management LLC | 3,630 | $0.46M | 0.0% | +41.2% | 0.002% | |
| 4/12/2021 | Prosperity Planning Inc. | 9,513 | $1.19M | 0.8% | +42.8% | 0.005% | |
| 4/12/2021 | Marks Wealth LLC | 41,338 | $5.19M | 1.7% | -40.4% | 0.020% | |
| 4/12/2021 | Acorn Financial Advisory Services Inc. ADV | 3,984 | $0.50M | 0.2% | +121.2% | 0.002% | |
| 4/12/2021 | Clarus Wealth Advisors | 14,612 | $1.83M | 1.1% | +12.1% | 0.007% | |
| 4/12/2021 | E&G Advisors LP | 60,877 | $7.64M | 2.2% | -0.8% | 0.029% | |
| 4/12/2021 | Valeo Financial Advisors LLC | 1,307 | $0.16M | 0.0% | +227.6% | 0.001% | |
| 4/12/2021 | Huntington National Bank | 191,643 | $24.05M | 0.3% | +16.7% | 0.091% | |
| 4/12/2021 | Monument Capital Management | 6,304 | $0.79M | 0.3% | N/A | 0.003% | |
| 4/12/2021 | Private Capital Group LLC | 1,984 | $0.25M | 0.1% | +41.4% | 0.001% | |
| 4/9/2021 | EFG Asset Management Americas Corp. | 29,699 | $3.72M | 0.8% | -40.6% | 0.014% | |
| 4/9/2021 | Fulton Breakefield Broenniman LLC | 124,833 | $15.67M | 1.4% | +22.3% | 0.059% | |
| 4/9/2021 | Foundations Investment Advisors LLC | 11,130 | $1.40M | 0.1% | N/A | 0.005% | |
| 4/9/2021 | Legacy Private Trust Co. | 42,840 | $5.38M | 0.5% | +15.2% | 0.020% | |
| 4/9/2021 | Pure Financial Advisors Inc. | 187,990 | $23.59M | 2.3% | -0.5% | 0.089% | |
| 4/9/2021 | First Hawaiian Bank | 11,835 | $1.49M | 0.1% | -4.9% | 0.006% | |
| 4/8/2021 | NBT Bank N A NY | 2,936 | $0.37M | 0.1% | +4.8% | 0.001% | |
| 4/8/2021 | Private Advisory Group LLC | 9,791 | $1.23M | 0.4% | +52.8% | 0.005% | |
| 4/8/2021 | Baldwin Brothers Inc. MA | 262,952 | $33M | 3.9% | +21.2% | 0.125% | |
| 4/8/2021 | New England Guild Wealth Advisors Inc. | 2,063 | $0.26M | 0.1% | N/A | 0.001% | |
| 4/8/2021 | Bath Savings Trust Co | 5,756 | $0.72M | 0.1% | +117.5% | 0.003% | |
| 4/8/2021 | Deane Retirement Strategies Inc. | 157,875 | $19.82M | 10.7% | +154.3% | 0.075% | |
| 4/8/2021 | Moulton Wealth Management Inc. | 51,587 | $6.46M | 4.9% | +24.6% | 0.025% | |
| 4/8/2021 | Old Port Advisors | 9,764 | $1.23M | 0.5% | +96.8% | 0.005% | |
| 4/7/2021 | WC Walker & Associates Inc. | 42,858 | $5.37M | 3.0% | +6.7% | 0.020% | |
| 4/7/2021 | Silverleafe Capital Partners LLC | 1,967 | $0.25M | 0.1% | -74.1% | 0.001% | |
| 4/7/2021 | Hodges Capital Management Inc. | 3,863 | $0.49M | 0.1% | +64.5% | 0.002% | |
| 4/7/2021 | Weaver Consulting Group | 5,319 | $0.67M | 0.4% | -4.6% | 0.003% | |
| 4/6/2021 | Chesley Taft & Associates LLC | 5,744 | $0.72M | 0.0% | +110.1% | 0.003% | |
| 4/6/2021 | Ellenbecker Investment Group | 18,470 | $2.32M | 0.8% | +35.8% | 0.009% | |
| 4/5/2021 | Fulcrum Equity Management | 2,277 | $0.29M | 0.1% | -68.6% | 0.001% | |
| 4/5/2021 | Modus Advisors LLC | 2,944 | $0.37M | 0.2% | +77.3% | 0.001% | |
| 4/5/2021 | Curbstone Financial Management Corp | 50,972 | $6.40M | 1.3% | -1.3% | 0.024% | |
| 4/1/2021 | Thomasville National Bank | 2,390 | $0.28M | 0.1% | +7.8% | 0.001% | |
| 3/30/2021 | Koshinski Asset Management Inc. | 18,955 | $2.42M | 0.2% | +42.2% | 0.009% | |
| 3/23/2021 | Marks Wealth LLC | 69,373 | $8.86M | 3.1% | N/A | 0.033% | |
| 3/11/2021 | Midwest Professional Planners LTD. | 8,615 | $1.10M | 0.7% | +7.2% | 0.004% | |
| 3/10/2021 | SOA Wealth Advisors LLC. | 1,933 | $0.25M | 0.1% | N/A | 0.001% | |
| 3/10/2021 | Coppell Advisory Solutions LLC | 5,559 | $0.71M | 0.4% | N/A | 0.003% | |
| 3/9/2021 | tru Independence LLC | 7,000 | $893.55M | 1.6% | N/A | 0.003% | |
| 3/8/2021 | Millburn Ridgefield Corp | 4,049 | $0.52M | 0.0% | +90.6% | 0.002% | |
| 3/5/2021 | Patron Partners Advisors LLC | 10,870 | $1.39M | 1.3% | N/A | 0.005% | |
| 3/5/2021 | Jeppson Wealth Management LLC | 39,265 | $5.01M | 3.3% | +256.3% | 0.019% | |
| 3/5/2021 | Stonebridge Capital Advisors LLC | 1,703 | $0.22M | 0.0% | N/A | 0.001% | |
| 3/5/2021 | Voya Financial Advisors Inc. | 31,862 | $4.06M | 0.2% | +25.4% | 0.015% | |
| 3/4/2021 | Mainstay Capital Management LLC ADV | 3,087 | $0.39M | 0.1% | +5.0% | 0.001% | |
| 3/4/2021 | Eaton Vance Management | 6,957 | $0.89M | 0.0% | +7.2% | 0.003% | |
