| 2/21/2025 | Putney Financial Group LLC | 1,655 | $45K | 0.0% | N/A | 0.001% | |
| 2/19/2025 | Columbia River Financial Group LLC | 30,782 | $842K | 0.6% | N/A | 0.021% | |
| 2/18/2025 | Sunbelt Securities Inc. | 19,826 | $542K | 0.0% | -2.4% | 0.014% | |
| 2/18/2025 | 10Elms LLP | 3,500 | $96K | 0.1% | N/A | 0.002% | |
| 2/17/2025 | Colonial Trust Co SC | 2,137 | $59K | 0.0% | +385.7% | 0.001% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 14,592 | $400K | 0.1% | N/A | 0.010% | |
| 2/17/2025 | Captrust Financial Advisors | 74,019 | $2.03M | 0.0% | +727.6% | 0.051% | |
| 2/17/2025 | Baird Financial Group Inc. | 238,414 | $6.53M | 0.0% | +0.5% | 0.163% | |
| 2/17/2025 | Ameriprise Financial Inc. | 3,850,692 | $105.05M | 0.0% | +2.4% | 2.632% | |
| 2/17/2025 | Alteri Wealth LLC | 15,886 | $435K | 0.1% | N/A | 0.011% | |
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| 2/14/2025 | Arkos Global Advisors | 25,144 | $688K | 0.1% | -24.1% | 0.017% | |
| 2/13/2025 | Operose Advisors LLC | 182,620 | $5M | 1.7% | -5.9% | 0.125% | |
| 2/12/2025 | OLD Mission Capital LLC | 28,892 | $791K | 0.0% | N/A | 0.020% | |
| 2/12/2025 | Summit Financial LLC | 16,247 | $445K | 0.0% | +3.4% | 0.011% | |
| 2/12/2025 | American Money Management LLC | 93,245 | $2.55M | 0.5% | +2.3% | 0.064% | |
| 2/12/2025 | JPMorgan Chase & Co. | 989,983 | $27.11M | 0.0% | +8.9% | 0.677% | |
| 2/11/2025 | TD Private Client Wealth LLC | 263,615 | $7.22M | 0.2% | -6.0% | 0.180% | |
| 2/11/2025 | Whittier Trust Co. of Nevada Inc. | 38,661 | $1.06M | 0.0% | -1.1% | 0.026% | |
| 2/11/2025 | OVERSEA CHINESE BANKING Corp Ltd | 22,152 | $607K | 0.0% | -47.6% | 0.015% | |
| 2/10/2025 | Argent Advisors Inc. | 90,276 | $2.47M | 0.9% | +1.7% | 0.062% | |
| 2/10/2025 | Parallel Advisors LLC | 550,922 | $15.08M | 0.3% | -1.9% | 0.377% | |
| 2/10/2025 | Farther Finance Advisors LLC | 11,055 | $303K | 0.0% | -13.1% | 0.008% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 59,666 | $1.63M | 0.1% | -49.2% | 0.041% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 4,874 | $133K | 0.0% | +961.9% | 0.003% | |
| 2/6/2025 | Vantage Financial Partners LLC | 76,303 | $2.09M | 0.5% | +56.2% | 0.052% | |
| 2/6/2025 | Jones Financial Companies Lllp | 105,059 | $2.88M | 0.0% | +53.7% | 0.072% | |
| 2/5/2025 | Motco | 42,019 | $1.15M | 0.1% | -2.8% | 0.029% | |
| 2/5/2025 | Private Trust Co. NA | 3,660 | $100K | 0.0% | -35.0% | 0.003% | |
| 2/4/2025 | MorganRosel Wealth Management LLC | 12,722 | $348K | 0.1% | N/A | 0.009% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,656,146 | $45.35M | 0.0% | +0.6% | 1.132% | |
| 2/4/2025 | Edge Capital Group LLC | 9,413 | $258K | 0.0% | +37.5% | 0.006% | |
| 1/30/2025 | Valeo Financial Advisors LLC | 8,640 | $237K | 0.0% | -13.7% | 0.006% | |
| 1/30/2025 | Vicus Capital | 27,948 | $765K | 0.1% | +2.4% | 0.019% | |
| 1/29/2025 | Leavell Investment Management Inc. | 19,211 | $526K | 0.0% | -8.1% | 0.013% | |
| 1/29/2025 | Community Bank & Trust Waco Texas | 10,597 | $290K | 0.1% | -6.2% | 0.007% | |
| 1/23/2025 | Crews Bank & Trust | 8,850 | $242K | 0.0% | N/A | 0.006% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 22,503 | $616K | 0.0% | +2.4% | 0.015% | |
| 1/21/2025 | Crescent Grove Advisors LLC | 55,031 | $1.51M | 0.1% | +2.4% | 0.038% | |
| 1/21/2025 | AlphaMark Advisors LLC | 7,226 | $198K | 0.1% | N/A | 0.005% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 458,392 | $12.55M | 0.0% | -2.6% | 0.313% | |
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| 1/17/2025 | Planned Solutions Inc. | 21,487 | $588K | 0.2% | +2.6% | 0.015% | |
| 1/15/2025 | Arkadios Wealth Advisors | 671,960 | $18.40M | 1.0% | -0.5% | 0.459% | |
| 1/14/2025 | Stolper Co | 36,237 | $992K | 0.3% | -1.3% | 0.025% | |
| 1/13/2025 | AdvisorNet Financial Inc | 229,604 | $6.29M | 0.5% | +16.4% | 0.157% | |
| 1/13/2025 | Sunflower Bank N.A. | 43,844 | $1.20M | 0.3% | -1.7% | 0.030% | |
| 1/10/2025 | Lowe Wealth Advisors LLC | 2,000 | $55K | 0.0% | -17.0% | 0.001% | |
| 1/3/2025 | First Citizens Financial Corp | 11,007 | $301K | 0.2% | -23.0% | 0.008% | |
| 12/26/2024 | JPMorgan Chase & Co. | 909,235 | $27.49M | 0.0% | +6.4% | 0.621% | |
| 11/18/2024 | TD Private Client Wealth LLC | 280,406 | $8.48M | 0.2% | +1.1% | 0.192% | |
| 11/18/2024 | Sunbelt Securities Inc. | 20,304 | $614K | 0.1% | +9.0% | 0.014% | |
| 11/14/2024 | Captrust Financial Advisors | 8,944 | $270K | 0.0% | +10.8% | 0.006% | |
| 11/13/2024 | Private Trust Co. NA | 5,634 | $170K | 0.0% | -8.4% | 0.004% | |
| 11/8/2024 | Fifth Third Wealth Advisors LLC | 51,890 | $1.57M | 0.1% | -7.4% | 0.035% | |
| 11/7/2024 | MAI Capital Management | 38,923 | $1.18M | 0.0% | -2.6% | 0.027% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 44,832 | $1.36M | 0.0% | -7.7% | 0.031% | |
| 11/1/2024 | Leavell Investment Management Inc. | 20,911 | $632K | 0.0% | +2.7% | 0.014% | |
| 10/30/2024 | Crescent Grove Advisors LLC | 53,735 | $1.62M | 0.2% | -0.6% | 0.037% | |
| 10/30/2024 | Moloney Securities Asset Management LLC | 15,449 | $467K | 0.1% | +36.0% | 0.011% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 470,784 | $14.23M | 0.0% | -3.1% | 0.322% | |
| 10/29/2024 | Farther Finance Advisors LLC | 12,716 | $384K | 0.0% | +13.7% | 0.009% | |
| 10/25/2024 | Fortitude Family Office LLC | 19,850 | $600K | 0.2% | +3.1% | 0.014% | |
| 10/24/2024 | West Bancorporation Inc. | 7,105 | $215K | 0.1% | -16.5% | 0.005% | |
| 10/24/2024 | Arkadios Wealth Advisors | 675,444 | $20.42M | 1.2% | N/A | 0.462% | |
| 10/23/2024 | Burke & Herbert Bank & Trust Co. | 7,110 | $215K | 0.1% | -15.1% | 0.005% | |
| 10/21/2024 | Vicus Capital | 27,292 | $825K | 0.1% | +1.6% | 0.019% | |
| 10/21/2024 | Whittier Trust Co. of Nevada Inc. | 39,086 | $1.18M | 0.0% | -1.0% | 0.027% | |
| 10/21/2024 | Whittier Trust Co. | 23,438 | $708K | 0.0% | -1.6% | 0.016% | |
| 10/11/2024 | Sunflower Bank N.A. | 44,615 | $1.35M | 0.4% | -18.6% | 0.030% | |
| 10/10/2024 | Valeo Financial Advisors LLC | 10,007 | $303K | 0.0% | +3.7% | 0.007% | |
| 10/8/2024 | Lbmc Investment Advisors LLC | 18,813 | $569K | 0.0% | -12.7% | 0.013% | |
| 10/8/2024 | Heartwood Wealth Advisors LLC | 135,181 | $4.09M | 0.5% | +3.1% | 0.092% | |
| 10/3/2024 | First Citizens Financial Corp | 14,286 | $432K | 0.2% | -5.5% | 0.010% | |
| 8/27/2024 | Custom Portfolio Group LLC | 74,265 | $1.99M | 1.5% | +34.4% | 0.051% | |
| 8/15/2024 | Arkos Global Advisors | 33,659 | $931K | 0.2% | -36.4% | 0.023% | |
| 8/15/2024 | Toronto Dominion Bank | 1,403 | $39K | 0.0% | -93.2% | 0.001% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 117,416 | $3.40M | 0.2% | +2.0% | 0.080% | |
| 8/9/2024 | One Capital Management LLC | 97,772 | $2.71M | 0.1% | N/A | 0.067% | |
| 8/9/2024 | Prime Capital Investment Advisors LLC | 48,567 | $1.34M | 0.0% | -4.9% | 0.033% | |
| 8/8/2024 | Stolper Co | 36,986 | $1.02M | 0.4% | +1.7% | 0.025% | |
| 8/8/2024 | Parallel Advisors LLC | 558,811 | $15.46M | 0.4% | -8.3% | 0.382% | |
| 8/7/2024 | Vantage Financial Partners LLC | 19,225 | $532K | 0.1% | N/A | 0.013% | |
| 8/1/2024 | Summit Financial LLC | 16,255 | $450K | 0.0% | N/A | 0.011% | |
| 7/31/2024 | Farther Finance Advisors LLC | 11,183 | $312K | 0.0% | +99.6% | 0.008% | |
| 7/30/2024 | Moloney Securities Asset Management LLC | 11,358 | $314K | 0.0% | +3.7% | 0.008% | |
| 7/30/2024 | Argent Advisors Inc. | 88,761 | $2.46M | 1.0% | -3.8% | 0.061% | |
| 7/29/2024 | Whittier Trust Co. of Nevada Inc. | 39,489 | $1.09M | 0.0% | +150.9% | 0.027% | |
| 7/29/2024 | Whittier Trust Co. | 23,811 | $659K | 0.0% | -15.3% | 0.016% | |
| 7/26/2024 | West Bancorporation Inc. | 8,511 | $235K | 0.2% | -15.6% | 0.006% | |
| 7/26/2024 | First Command Advisory Services Inc. | 5,475 | $151K | 0.0% | +13.9% | 0.004% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,732,706 | $47.94M | 0.0% | -9.2% | 1.184% | |
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| 7/24/2024 | Planned Solutions Inc. | 20,882 | $578K | 0.3% | -3.5% | 0.014% | |
| 7/23/2024 | Vicus Capital | 26,861 | $743K | 0.1% | +6.1% | 0.018% | |
| 7/23/2024 | Fifth Third Wealth Advisors LLC | 56,016 | $1.55M | 0.1% | +157.4% | 0.038% | |
| 7/23/2024 | Crescent Grove Advisors LLC | 54,083 | $1.50M | 0.2% | -7.3% | 0.037% | |
| 7/22/2024 | Security National Bank | 13,430 | $372K | 0.1% | -10.3% | 0.009% | |
| 7/17/2024 | AdvisorNet Financial Inc | 171,653 | $4.75M | 0.4% | +4.6% | 0.117% | |
| 7/16/2024 | Monetary Management Group Inc. | 23,500 | $650K | 0.2% | +4.4% | 0.016% | |
| 7/16/2024 | Burke & Herbert Bank & Trust Co. | 8,370 | $232K | 0.1% | N/A | 0.006% | |
| 7/11/2024 | Lbmc Investment Advisors LLC | 21,547 | $596K | 0.1% | +2.0% | 0.015% | |
| 7/10/2024 | Valeo Financial Advisors LLC | 9,647 | $267K | 0.0% | -49.4% | 0.007% | |
