| 8/15/2025 | Bank of America Corp DE | 82,502 | $5.81M | 0.0% | -4.1% | 1.303% | |
| 8/14/2025 | Raymond James Financial Inc. | 47,619 | $3.36M | 0.0% | -3.1% | 0.752% | |
| 8/14/2025 | Cerity Partners LLC | 29,970 | $2.11M | 0.0% | +1.0% | 0.473% | |
| 8/13/2025 | Baird Financial Group Inc. | 36,662 | $2.58M | 0.0% | -9.7% | 0.579% | |
| 8/13/2025 | First Trust Advisors LP | 5,177 | $365K | 0.0% | N/A | 0.082% | |
| 8/13/2025 | JBR Co Financial Management Inc | 2,845 | $200K | 0.1% | N/A | 0.045% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 6,472 | $456K | 0.0% | +4.1% | 0.102% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 8,757 | $617K | 0.0% | -3.2% | 0.138% | |
| 8/12/2025 | JPMorgan Chase & Co. | 369 | $26K | 0.0% | N/A | 0.006% | |
| 8/11/2025 | HHM Wealth Advisors LLC | 2,848 | $201K | 0.0% | +184.8% | 0.045% | |
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| 8/8/2025 | Rockefeller Capital Management L.P. | 12,547 | $884K | 0.0% | -26.6% | 0.198% | |
| 8/8/2025 | Cetera Investment Advisers | 13,051 | $920K | 0.0% | -10.4% | 0.206% | |
| 8/6/2025 | Prospera Financial Services Inc | 9,218 | $650K | 0.0% | +5.7% | 0.146% | |
| 8/6/2025 | Wedbush Securities Inc. | 16,050 | $1.13M | 0.0% | -10.9% | 0.254% | |
| 8/4/2025 | Waterfront Wealth Inc. | 101,183 | $7.13M | 1.6% | +0.2% | 1.598% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 99,856 | $7.04M | 0.0% | -34.7% | 1.578% | |
| 7/31/2025 | Gill Capital Partners LLC | 54,366 | $3.83M | 1.2% | -10.4% | 0.859% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 10,856 | $765K | 0.3% | -5.9% | 0.172% | |
| 7/30/2025 | Freedom Investment Management Inc. | 41,436 | $2.92M | 0.2% | -2.8% | 0.655% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 116,278 | $8.20M | 1.1% | -3.7% | 1.837% | |
| 7/29/2025 | Manchester Financial Inc. | 13,695 | $965K | 0.2% | +49.9% | 0.216% | |
| 7/29/2025 | Private Trust Co. NA | 2,746 | $194K | 0.0% | -42.2% | 0.043% | |
| 7/28/2025 | Mutual Advisors LLC | 52,415 | $3.79M | 0.1% | -1.3% | 0.828% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 5,410 | $381K | 0.1% | -6.5% | 0.085% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 3,159 | $223K | 0.0% | N/A | 0.050% | |
| 7/22/2025 | Apexium Financial LP | 95,065 | $6.72M | 0.4% | -0.9% | 1.502% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 10,722 | $756K | 0.1% | -2.6% | 0.169% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,896 | $206K | 0.0% | N/A | 0.046% | |
| 7/8/2025 | Legacy Private Trust Co. | 59,095 | $4.16M | 0.3% | -24.3% | 0.934% | |
| 7/2/2025 | Capital Market Strategies LLC | 17,275 | $1.22M | 0.8% | -16.0% | 0.273% | |
| 5/15/2025 | Royal Bank of Canada | 25,594 | $1.63M | 0.0% | +57.1% | 0.381% | |
| 5/15/2025 | Baird Financial Group Inc. | 40,579 | $2.59M | 0.0% | -7.0% | 0.604% | |
| 5/14/2025 | Apexium Financial LP | 95,945 | $6.11M | 0.4% | -1.1% | 1.428% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 776,698 | $49.57M | 0.1% | -0.4% | 11.558% | |
| 5/14/2025 | Freedom Investment Management Inc. | 42,615 | $2.72M | 0.2% | +1.1% | 0.634% | |
| 5/14/2025 | Kestra Advisory Services LLC | 35,389 | $2.26M | 0.0% | -4.3% | 0.527% | |
| 5/13/2025 | Raymond James Financial Inc. | 49,159 | $3.13M | 0.0% | -3.6% | 0.732% | |
| 5/13/2025 | Cresset Asset Management LLC | 3,919 | $250K | 0.0% | -7.1% | 0.058% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 8,792 | $560K | 0.0% | -2.2% | 0.131% | |
| 5/9/2025 | Gill Capital Partners LLC | 60,648 | $3.87M | 1.3% | -9.4% | 0.903% | |
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| 5/9/2025 | PNC Financial Services Group Inc. | 5,610 | $357K | 0.0% | N/A | 0.083% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 1,000 | $64K | 0.0% | -14.5% | 0.015% | |
| 5/7/2025 | LPL Financial LLC | 347,337 | $22.13M | 0.0% | +16.8% | 5.169% | |
| 4/30/2025 | Leavell Investment Management Inc. | 20,046 | $1.28M | 0.1% | -2.0% | 0.298% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 152,892 | $9.74M | 0.0% | -0.6% | 2.275% | |
| 4/29/2025 | Bank of New York Mellon Corp | 94,292 | $6.01M | 0.0% | -2.2% | 1.403% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 120,755 | $7.70M | 1.1% | -1.6% | 1.797% | |
| 4/28/2025 | Mutual Advisors LLC | 53,117 | $3.33M | 0.1% | -2.9% | 0.790% | |
| 4/28/2025 | Private Trust Co. NA | 4,750 | $303K | 0.0% | +87.2% | 0.071% | |
| 4/25/2025 | Waterfront Wealth Inc. | 100,965 | $6.43M | 1.6% | -2.4% | 1.502% | |
| 4/23/2025 | Navis Wealth Advisors LLC | 12,380 | $789K | 0.8% | +9.9% | 0.179% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 38,910 | $2.48M | 0.0% | -3.3% | 0.562% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 11,004 | $701K | 0.1% | -5.7% | 0.159% | |
| 4/4/2025 | Legacy Private Trust Co. | 78,104 | $4.98M | 0.3% | -19.9% | 1.129% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 251,332 | $16.62M | 0.5% | +3.9% | 3.452% | |
| 2/17/2025 | Cetera Investment Advisers | 14,554 | $963K | 0.0% | +7.2% | 0.200% | |
| 2/17/2025 | Baird Financial Group Inc. | 43,644 | $2.89M | 0.0% | +6.5% | 0.600% | |
| 2/17/2025 | Bank of America Corp DE | 97,355 | $6.44M | 0.0% | -7.9% | 1.337% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 22,172 | $1.47M | 0.0% | N/A | 0.305% | |
| 2/14/2025 | Bison Wealth LLC | 10,466 | $692K | 0.1% | -2.8% | 0.156% | |
| 2/14/2025 | Stifel Financial Corp | 94,278 | $6.24M | 0.0% | -2.4% | 1.295% | |
| 2/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 779,564 | $51.56M | 0.1% | -0.1% | 10.708% | |
| 2/14/2025 | Freedom Investment Management Inc. | 42,167 | $2.79M | 0.2% | -1.4% | 0.579% | |
| 2/13/2025 | Mariner LLC | 4,530 | $300K | 0.0% | -13.6% | 0.062% | |
| 2/13/2025 | Raymond James Financial Inc. | 51,004 | $3.37M | 0.0% | N/A | 0.701% | |
| 2/13/2025 | Advisory Services Network LLC | 4,751 | $314K | 0.0% | +41.5% | 0.065% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 153,847 | $10.18M | 0.0% | +4.4% | 2.113% | |
| 2/13/2025 | Wedbush Securities Inc. | 17,941 | $1.19M | 0.0% | +4.6% | 0.246% | |
| 2/13/2025 | Wells Fargo & Company MN | 76,233 | $5.04M | 0.0% | +2.9% | 1.047% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 13,975 | $924K | 0.1% | -7.3% | 0.192% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 8,993 | $595K | 0.0% | +104.6% | 0.124% | |
| 2/11/2025 | LPL Financial LLC | 297,315 | $19.66M | 0.0% | -23.2% | 4.084% | |
| 2/11/2025 | Runnymede Capital Advisors Inc. | 520 | $34K | 0.0% | N/A | 0.007% | |
| 2/11/2025 | Lee Danner & Bass Inc. | 800 | $53K | 0.0% | N/A | 0.011% | |
| 2/10/2025 | Hopwood Financial Services Inc. | 800 | $53K | 0.0% | N/A | 0.011% | |
| 2/6/2025 | Raymond James Financial Inc. | 51,004 | $3.37M | 0.0% | N/A | 0.701% | |
| 2/6/2025 | Patten Group Inc. | 8,541 | $565K | 0.1% | +3.7% | 0.117% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 7,348 | $486K | 0.0% | +35.9% | 0.101% | |
| 2/5/2025 | Private Trust Co. NA | 2,537 | $168K | 0.0% | +30.1% | 0.035% | |
| 2/4/2025 | Bank of New York Mellon Corp | 96,368 | $6.37M | 0.0% | -5.9% | 1.324% | |
| 1/30/2025 | WealthPLAN Partners LLC | 6,128 | $405K | 0.1% | -15.4% | 0.084% | |
| 1/30/2025 | Manchester Financial Inc. | 3,772 | $249K | 0.1% | N/A | 0.052% | |
| 1/29/2025 | Focus Financial Network Inc. | 3,525 | $233K | 0.0% | -14.3% | 0.048% | |
| 1/27/2025 | Onyx Bridge Wealth Group LLC | 122,661 | $8.11M | 1.2% | -0.2% | 1.685% | |
| 1/24/2025 | S.A. Mason LLC | 558 | $37K | 0.0% | N/A | 0.008% | |
| 1/22/2025 | Apexium Financial LP | 96,992 | $6.42M | 0.4% | -6.0% | 1.332% | |
| 1/21/2025 | Navis Wealth Advisors LLC | 11,260 | $745K | 0.8% | +6.0% | 0.155% | |
| 1/21/2025 | Duncan Williams Asset Management LLC | 31,698 | $2.10M | 0.8% | +5.9% | 0.435% | |
| 1/17/2025 | Mutual Advisors LLC | 54,701 | $3.67M | 0.1% | -1.2% | 0.751% | |
| 1/15/2025 | Gill Capital Partners LLC | 66,931 | $4.43M | 1.6% | -3.4% | 0.919% | |
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| 1/8/2025 | Legacy Private Trust Co. | 97,458 | $6.45M | 0.4% | -0.3% | 1.339% | |
| 1/6/2025 | Capital Market Strategies LLC | 20,718 | $1.37M | 0.8% | -0.9% | 0.285% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 241,972 | $15.76M | 0.4% | -8.4% | 3.324% | |
| 11/15/2024 | Stifel Financial Corp | 96,587 | $6.31M | 0.0% | +1.6% | 1.327% | |
| 11/13/2024 | Freedom Investment Management Inc. | 42,748 | $2.80M | 0.2% | -4.8% | 0.587% | |
| 11/13/2024 | Private Trust Co. NA | 1,950 | $127K | 0.0% | N/A | 0.027% | |
| 11/13/2024 | Prosperity Financial Group Inc. | 11,646 | $761K | 0.4% | +1.3% | 0.160% | |
| 10/25/2024 | Mutual Advisors LLC | 55,389 | $3.65M | 0.1% | +4.7% | 0.761% | |
| 10/21/2024 | Wealth Effects LLC | 3,203 | $209K | 0.1% | N/A | 0.044% | |
| 10/17/2024 | Onyx Bridge Wealth Group LLC | 122,876 | $8.03M | 1.2% | -0.9% | 1.688% | |
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