| 8/1/2025 | Motco | 21,715 | $866K | 0.1% | +23.8% | 0.023% | |
| 7/30/2025 | Greatmark Investment Partners Inc. | 22,975 | $922K | 0.1% | +3.4% | 0.024% | |
| 7/29/2025 | Private Trust Co. NA | 16,621 | $667K | 0.1% | +19.2% | 0.017% | |
| 7/25/2025 | Richardson Financial Services Inc. | 14,912 | $595K | 0.4% | +10.3% | 0.016% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 11,354 | $455K | 0.0% | -40.1% | 0.012% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 106,381 | $4.27M | 0.1% | -2.9% | 0.111% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 67,671 | $2.71M | 1.0% | +16.3% | 0.071% | |
| 7/21/2025 | Ameriflex Group Inc. | 668 | $27K | 0.0% | -92.4% | 0.001% | |
| 7/18/2025 | Vicus Capital | 287,942 | $11.55M | 1.0% | +3.5% | 0.301% | |
| 7/17/2025 | Janney Capital Management LLC | 721,102 | $28.92M | 1.9% | -1.7% | 0.754% | |
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| 7/17/2025 | Janney Montgomery Scott LLC | 239,293 | $9.60M | 0.0% | -6.3% | 0.250% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 9,284 | $372K | 0.0% | -40.7% | 0.010% | |
| 7/11/2025 | Farther Finance Advisors LLC | 20,806 | $835K | 0.0% | -10.4% | 0.022% | |
| 7/8/2025 | NBC Securities Inc. | 40,415 | $1.62M | 0.1% | -1.8% | 0.042% | |
| 5/16/2025 | Jones Financial Companies Lllp | 3,288 | $132K | 0.0% | -88.8% | 0.004% | |
| 5/16/2025 | NewEdge Advisors LLC | 203,036 | $8.18M | 0.0% | +13.2% | 0.226% | |
| 5/15/2025 | Betterment LLC | 5,872 | $237K | 0.0% | +7.5% | 0.007% | |
| 5/15/2025 | Baird Financial Group Inc. | 26,764 | $1.08M | 0.0% | -4.9% | 0.030% | |
| 5/13/2025 | Horizon Investments LLC | 733,837 | $29.32M | 0.9% | +9.2% | 0.819% | |
| 5/9/2025 | Cheviot Value Management LLC | 967,923 | $38.47M | 4.7% | N/A | 1.101% | |
| 5/8/2025 | Arkadios Wealth Advisors | 17,632 | $710K | 0.0% | +3.1% | 0.020% | |
| 5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 244,025 | $9.83M | 0.9% | +12.7% | 0.278% | |
| 5/7/2025 | Motco | 17,540 | $707K | 0.1% | -33.6% | 0.020% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 58,162 | $2.34M | 0.8% | -2.6% | 0.066% | |
| 5/6/2025 | Richardson Financial Services Inc. | 13,519 | $545K | 0.4% | +11.0% | 0.015% | |
| 5/5/2025 | Hollencrest Capital Management | 50,396 | $2.03M | 0.1% | -5.2% | 0.057% | |
| 5/2/2025 | United Community Bank | 33,207 | $1.34M | 0.5% | +9.2% | 0.038% | |
| 5/1/2025 | Pointe Capital Management LLC | 30,296 | $1.22M | 0.7% | +4.7% | 0.034% | |
| 5/1/2025 | Greatmark Investment Partners Inc. | 22,225 | $895K | 0.1% | +58.5% | 0.025% | |
| 5/1/2025 | Family Firm Inc. | 121,133 | $4.88M | 1.1% | -33.2% | 0.138% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,539,922 | $62.04M | 0.0% | +2.4% | 1.752% | |
| 4/29/2025 | Strategic Blueprint LLC | 7,387 | $298K | 0.0% | -7.3% | 0.008% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 93,189 | $3.76M | 0.3% | +15.6% | 0.106% | |
| 4/23/2025 | Western Wealth Management LLC | 17,910 | $722K | 0.0% | +19.1% | 0.020% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 1,413 | $57K | 0.0% | -37.2% | 0.002% | |
| 4/22/2025 | Diversified Portfolios Inc. | 108,714 | $4.38M | 0.5% | +360.6% | 0.124% | |
| 4/21/2025 | Janney Capital Management LLC | 733,582 | $29.56M | 2.0% | +2.2% | 0.835% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 18,948 | $761K | 0.0% | -49.0% | 0.022% | |
| 4/17/2025 | Vicus Capital | 278,159 | $11.21M | 1.0% | -0.7% | 0.319% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 255,348 | $10.29M | 0.0% | +180.1% | 0.292% | |
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| 4/15/2025 | GPS Wealth Strategies Group LLC | 3,053 | $123K | 0.0% | -32.4% | 0.003% | |
| 4/14/2025 | Farther Finance Advisors LLC | 23,214 | $933K | 0.0% | +27.3% | 0.027% | |
| 4/9/2025 | NBC Securities Inc. | 41,171 | $1.66M | 0.1% | +100,317.1% | 0.047% | |
| 4/8/2025 | Parallel Advisors LLC | 7,060 | $284K | 0.0% | +61.3% | 0.008% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 1,276 | $50K | 0.0% | N/A | 0.001% | |
| 2/24/2025 | Ameriflex Group Inc. | 20,074 | $797K | 0.4% | N/A | 0.023% | |
| 2/22/2025 | American Trust | 9,920 | $391K | 0.0% | N/A | 0.014% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 2,251 | $91K | 0.0% | N/A | 0.003% | |
| 2/18/2025 | Continuum Advisory LLC | 10,719 | $422K | 0.1% | +29.9% | 0.015% | |
| 2/17/2025 | Captrust Financial Advisors | 249,546 | $9.83M | 0.0% | +12.8% | 0.348% | |
| 2/17/2025 | Baird Financial Group Inc. | 28,143 | $1.11M | 0.0% | N/A | 0.039% | |
| 2/14/2025 | Betterment LLC | 5,460 | $215K | 0.0% | -29.2% | 0.008% | |
| 2/14/2025 | IHT Wealth Management LLC | 9,656 | $380K | 0.0% | +7.0% | 0.013% | |
| 2/13/2025 | Keystone Financial Group | 192,400 | $7.58M | 0.7% | N/A | 0.268% | |
| 2/13/2025 | Jaffetilchin Investment Partners LLC | 80,641 | $3.18M | 0.2% | +34.9% | 0.112% | |
| 2/13/2025 | Waterloo Capital L.P. | 9,347 | $368K | 0.0% | -47.2% | 0.013% | |
| 2/12/2025 | Perritt Capital Management Inc | 2,366 | $93K | 0.0% | +29.5% | 0.003% | |
| 2/12/2025 | JPMorgan Chase & Co. | 17,453 | $687K | 0.0% | +26.6% | 0.024% | |
| 2/12/2025 | Ariadne Wealth Management LP | 7,071 | $281K | 0.1% | N/A | 0.010% | |
| 2/10/2025 | Horizon Investments LLC | 672,066 | $26.36M | 0.8% | +0.7% | 0.936% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 5,834 | $230K | 0.1% | -92.0% | 0.008% | |
| 2/10/2025 | Family Firm Inc. | 181,255 | $7.14M | 1.2% | +0.4% | 0.252% | |
| 2/10/2025 | Greatmark Investment Partners Inc. | 14,025 | $552K | 0.1% | N/A | 0.020% | |
| 2/10/2025 | Farther Finance Advisors LLC | 18,235 | $718K | 0.0% | N/A | 0.025% | |
| 2/7/2025 | United Community Bank | 30,399 | $1.20M | 0.5% | +16.3% | 0.042% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 4,713 | $186K | 0.0% | N/A | 0.007% | |
| 2/5/2025 | Motco | 26,422 | $1.04M | 0.1% | +8.6% | 0.037% | |
| 2/5/2025 | Private Trust Co. NA | 14,043 | $553K | 0.1% | +26.7% | 0.020% | |
| 2/5/2025 | Pointe Capital Management LLC | 28,933 | $1.14M | 0.7% | +3.5% | 0.040% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,503,537 | $59.22M | 0.0% | +4.1% | 2.094% | |
| 1/31/2025 | Pinnacle Wealth Management Advisory Group LLC | 216,590 | $8.53M | 0.8% | +9.0% | 0.302% | |
| 1/30/2025 | Vicus Capital | 280,078 | $11.03M | 1.0% | +1.9% | 0.390% | |
| 1/29/2025 | Diversified Portfolios Inc. | 23,603 | $930K | 0.1% | N/A | 0.033% | |
| 1/24/2025 | Richardson Financial Services Inc. | 12,175 | $480K | 0.3% | -21.6% | 0.017% | |
| 1/23/2025 | USAdvisors Wealth Management LLC | 59,725 | $2.35M | 0.8% | +24.5% | 0.083% | |
| 1/23/2025 | Strategic Blueprint LLC | 7,965 | $314K | 0.0% | N/A | 0.011% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 37,167 | $1.46M | 0.1% | N/A | 0.052% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 91,158 | $3.59M | 0.0% | +5.8% | 0.127% | |
| 1/17/2025 | Janney Capital Management LLC | 717,924 | $28.28M | 1.9% | -6.5% | 1.000% | |
| 1/15/2025 | Arkadios Wealth Advisors | 17,102 | $674K | 0.0% | -6.5% | 0.024% | |
| 1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 2,528 | $99K | 0.1% | -20.0% | 0.004% | |
| 12/26/2024 | JPMorgan Chase & Co. | 13,790 | $571K | 0.0% | -77.9% | 0.019% | |
| 11/18/2024 | Virtue Capital Management LLC | 11,608 | $481K | 0.1% | +27.2% | 0.016% | |
| 11/15/2024 | IHT Wealth Management LLC | 9,026 | $374K | 0.0% | +20.0% | 0.013% | |
| 11/14/2024 | Captrust Financial Advisors | 221,157 | $9.16M | 0.0% | +3.9% | 0.308% | |
| 11/13/2024 | Private Trust Co. NA | 11,083 | $459K | 0.0% | +13.1% | 0.015% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 111,897 | $4.63M | 0.1% | -13.2% | 0.156% | |
| 11/4/2024 | Jaffetilchin Investment Partners LLC | 59,792 | $2.48M | 0.2% | +114.8% | 0.083% | |
| 11/1/2024 | Hollencrest Capital Management | 53,263 | $2.21M | 0.1% | -5.6% | 0.074% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 86,125 | $3.57M | 0.0% | +4.2% | 0.120% | |
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| 10/29/2024 | Janney Capital Management LLC | 767,954 | $31.79M | 2.1% | -1.8% | 1.070% | |
| 10/25/2024 | 1620 Investment Advisors Inc. | 40,146 | $1.66M | 1.2% | -2.4% | 0.056% | |
| 10/24/2024 | Pointe Capital Management LLC | 27,958 | $1.16M | 0.7% | +20.3% | 0.039% | |
| 10/24/2024 | Arkadios Wealth Advisors | 18,290 | $757K | 0.0% | N/A | 0.025% | |
| 10/21/2024 | Vicus Capital | 274,801 | $11.38M | 1.0% | +20.6% | 0.383% | |
| 10/15/2024 | NBC Securities Inc. | 43,685 | $1.81M | 0.2% | -7.2% | 0.061% | |
| 8/12/2024 | Richardson Financial Services Inc. | 15,533 | $617K | 0.4% | -4.5% | 0.022% | |
| 8/12/2024 | Waterloo Capital L.P. | 16,197 | $643K | 0.1% | +6.8% | 0.023% | |
| 8/9/2024 | Prime Capital Investment Advisors LLC | 128,866 | $5.12M | 0.1% | -5.5% | 0.179% | |
| 8/9/2024 | ICA Group Wealth Management LLC | 2,600 | $103K | 0.1% | -83.3% | 0.004% | |
