| 11/15/2024 | MML Investors Services LLC | 256,933 | $4.36M | 0.0% | +60.8% | 0.421% | |
| 11/15/2024 | Jane Street Group LLC | 65,296 | $1.11M | 0.0% | -70.1% | 0.107% | |
| 11/15/2024 | Stifel Financial Corp | 119,479 | $2.03M | 0.0% | +7.3% | 0.196% | |
| 11/15/2024 | Motley Fool Wealth Management LLC | 1,312,819 | $22.25M | 1.1% | -3.6% | 2.150% | |
| 11/15/2024 | HighTower Advisors LLC | 19,920 | $337K | 0.0% | +63.5% | 0.033% | |
| 11/15/2024 | Benjamin Edwards Inc. | 11,622 | $197K | 0.0% | N/A | 0.019% | |
|
| 11/14/2024 | Timber Creek Capital Management LLC | 57,397 | $973K | 0.3% | +18.1% | 0.094% | |
| 11/14/2024 | Flow Traders U.S. LLC | 106,563 | $1.81M | 0.1% | N/A | 0.175% | |
| 11/14/2024 | Captrust Financial Advisors | 53,763 | $911K | 0.0% | +72.9% | 0.088% | |
| 11/14/2024 | Atlantic Union Bankshares Corp | 1,403,744 | $23.79M | 1.4% | +16.9% | 2.299% | |
| 11/13/2024 | Freedom Investment Management Inc. | 14,040 | $238K | 0.0% | N/A | 0.023% | |
| 11/13/2024 | FMR LLC | 1,706 | $29K | 0.0% | +170,500.0% | 0.003% | |
| 11/13/2024 | Davis R M Inc. | 79,509 | $1.35M | 0.0% | +46.5% | 0.130% | |
| 11/12/2024 | Larson Financial Group LLC | 4,245 | $72K | 0.0% | -39.5% | 0.007% | |
| 11/12/2024 | Allen Capital Group LLC | 17,145 | $291K | 0.0% | +46.4% | 0.028% | |
| 11/8/2024 | First City Capital Management Inc. | 34,425 | $584K | 0.3% | +12.1% | 0.056% | |
| 11/8/2024 | Prospera Financial Services Inc | 14,182 | $240K | 0.0% | N/A | 0.023% | |
| 11/6/2024 | Sawgrass Asset Management LLC | 91,807 | $1.56M | 0.2% | +6.8% | 0.150% | |
| 11/6/2024 | Straight Path Wealth Management | 112,393 | $1.91M | 0.8% | +12.0% | 0.184% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 3,350,928 | $56.80M | 0.8% | +37.7% | 5.489% | |
| 11/4/2024 | Addison Advisors LLC | 227,947 | $3.86M | 1.1% | +22.2% | 0.373% | |
| 11/4/2024 | G2 Capital Management LLC OH | 87,487 | $1.48M | 0.4% | +1.2% | 0.143% | |
| 11/4/2024 | Sigma Planning Corp | 58,070 | $984K | 0.0% | +3.6% | 0.095% | |
| 11/1/2024 | Atria Investments Inc | 71,463 | $1.21M | 0.0% | +32.3% | 0.117% | |
| 10/30/2024 | Legacy CG LLC | 160,179 | $2.72M | 0.9% | N/A | 0.262% | |
| 10/29/2024 | Latitude Advisors LLC | 14,934 | $253K | 0.1% | +22.4% | 0.024% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 760,213 | $12.89M | 0.0% | +1.4% | 1.245% | |
| 10/29/2024 | Private Management Group Inc. | 24,982 | $423K | 0.0% | N/A | 0.041% | |
| 10/28/2024 | Hills Bank & Trust Co | 20,335 | $345K | 0.0% | +7.5% | 0.034% | |
| 10/28/2024 | Stephens Inc. AR | 107,022 | $1.81M | 0.0% | +138.2% | 0.177% | |
| 10/25/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,544 | $26K | 0.0% | N/A | 0.003% | |
| 10/25/2024 | MONECO Advisors LLC | 448,054 | $7.60M | 0.9% | +115.0% | 0.749% | |
| 10/25/2024 | SFE Investment Counsel | 36,354 | $616K | 0.1% | +8.6% | 0.061% | |
| 10/24/2024 | Paradigm Strategies in Wealth Management LLC | 12,187 | $207K | 0.1% | N/A | 0.020% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 116,667 | $1.98M | 0.0% | +52.6% | 0.195% | |
| 10/24/2024 | NorthCrest Asset Manangement LLC | 309,953 | $5.25M | 0.2% | -0.4% | 0.518% | |
| 10/23/2024 | CWC Advisors LLC. | 10,045 | $170K | 0.2% | N/A | 0.017% | |
| 10/23/2024 | Country Club Bank | 259,290 | $4.40M | 0.3% | +1.2% | 0.433% | |
| 10/23/2024 | Sigma Investment Counselors Inc. | 23,586 | $400K | 0.0% | +6.9% | 0.039% | |
| 10/22/2024 | Sterling Financial Group Inc. | 14,308 | $243K | 0.1% | -8.4% | 0.024% | |
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| 10/22/2024 | Marietta Wealth Management LLC | 361,403 | $6.13M | 0.9% | +1.5% | 0.604% | |
| 10/22/2024 | Private Advisor Group LLC | 209,996 | $3.56M | 0.0% | +8.7% | 0.351% | |
| 10/22/2024 | Segment Wealth Management LLC | 27,765 | $471K | 0.0% | +8.8% | 0.046% | |
| 10/22/2024 | Eastern Bank | 1,873,666 | $31.76M | 0.6% | -0.3% | 3.131% | |
| 10/21/2024 | Kaye Capital Management | 11,016 | $187K | 0.1% | N/A | 0.018% | |
| 10/18/2024 | Raymond James & Associates | 2,589,791 | $43.90M | 0.0% | +33.9% | 4.360% | |
| 10/18/2024 | Meridian Financial Partners LLC | 28,560 | $484K | 0.2% | N/A | 0.048% | |
| 10/17/2024 | BCS Wealth Management | 189,688 | $3.22M | 1.4% | +49.6% | 0.324% | |
| 10/17/2024 | TruWealth Advisors LLC | 681,843 | $11.56M | 0.7% | N/A | 1.166% | |
| 10/16/2024 | Secure Asset Management LLC | 144,384 | $2.45M | 0.4% | +7.4% | 0.247% | |
| 10/16/2024 | Ironwood Financial llc | 72,526 | $1.23M | 0.3% | +13.0% | 0.124% | |
| 10/16/2024 | Hengehold Capital Management LLC | 1,433,092 | $24.29M | 2.3% | +21.3% | 2.450% | |
| 10/16/2024 | Sensible Money LLC | 18,117 | $307K | 0.1% | +47.0% | 0.031% | |
| 10/16/2024 | Asset Dedication LLC | 437,513 | $7.42M | 0.5% | +2.1% | 0.748% | |
| 10/15/2024 | Dover Advisors LLC | 53,106 | $900K | 0.5% | +1.5% | 0.091% | |
| 10/15/2024 | NBC Securities Inc. | 49,313 | $835K | 0.1% | -8.3% | 0.084% | |
| 10/11/2024 | Novare Capital Management LLC | 155,751 | $2.64M | 0.2% | +1.2% | 0.268% | |
| 10/11/2024 | Oliver Luxxe Assets LLC | 12,250 | $208K | 0.0% | N/A | 0.021% | |
| 10/10/2024 | Carnegie Investment Counsel | 11,802 | $200K | 0.0% | N/A | 0.020% | |
| 10/9/2024 | Independence Bank of Kentucky | 57,122 | $968K | 0.2% | +6.4% | 0.099% | |
| 10/8/2024 | CWM LLC | 765,500 | $12.98M | 0.1% | +1.7% | 1.326% | |
| 10/8/2024 | Legacy Private Trust Co. | 136,317 | $2.31M | 0.2% | -6.6% | 0.236% | |
| 10/8/2024 | Tlwm | 1,468,501 | $24.89M | 5.0% | +3.9% | 2.543% | |
| 10/7/2024 | Everpar Advisors LLC | 11,646 | $197K | 0.1% | +15.4% | 0.020% | |
| 10/5/2024 | Waycross Investment Management Co | 399,500 | $6.77M | 6.2% | N/A | 0.694% | |
| 10/3/2024 | Monterey Private Wealth Inc. | 15,826 | $268K | 0.1% | N/A | 0.027% | |
| 9/5/2024 | Sanctuary Advisors LLC | 59,277 | $947K | 0.0% | N/A | 0.122% | |
| 8/21/2024 | Truist Financial Corp | 415,870 | $6.76M | 0.0% | +11.9% | 0.858% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 42,063 | $684K | 0.0% | +14.6% | 0.087% | |
| 8/16/2024 | Forefront Analytics LLC | 42,739 | $695K | 0.3% | +13.0% | 0.088% | |
| 8/16/2024 | Susquehanna International Group LLP | 217,692 | $3.54M | 0.0% | N/A | 0.449% | |
| 8/16/2024 | Straight Path Wealth Management | 100,335 | $1.63M | 0.8% | +30.3% | 0.207% | |
| 8/14/2024 | First City Capital Management Inc. | 30,700 | $499K | 0.3% | +11.9% | 0.063% | |
| 8/14/2024 | Goepper Burkhardt LLC | 191,600 | $3.12M | 1.4% | +2.1% | 0.395% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 11,509 | $187K | 0.0% | +25.0% | 0.024% | |
| 8/12/2024 | G2 Capital Management LLC OH | 86,444 | $1.41M | 0.4% | +1.2% | 0.178% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,068,532 | $17.37M | 0.0% | +11.5% | 2.205% | |
| 8/6/2024 | Asset Dedication LLC | 428,691 | $6.97M | 0.5% | +7.6% | 0.885% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 350,911 | $57K | 0.0% | +1,118.5% | 0.724% | |
| 8/6/2024 | SFE Investment Counsel | 33,486 | $544K | 0.1% | +11.7% | 0.069% | |
| 8/5/2024 | Private Advisor Group LLC | 193,183 | $3.14M | 0.0% | +117.7% | 0.399% | |
| 8/5/2024 | Addison Advisors LLC | 186,473 | $3.03M | 1.0% | +16.8% | 0.385% | |
| 8/2/2024 | Larson Financial Group LLC | 7,016 | $114K | 0.0% | N/A | 0.015% | |
| 8/2/2024 | Novare Capital Management LLC | 153,833 | $2.50M | 0.2% | -3.1% | 0.321% | |
| 7/31/2024 | Dover Advisors LLC | 52,306 | $850K | 0.5% | +6.5% | 0.109% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 2,434,089 | $39.58M | 0.7% | +33.5% | 5.087% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 82,247 | $1.34M | 0.0% | +19.6% | 0.172% | |
| 7/30/2024 | Key Financial Inc | 4,480 | $73K | 0.0% | N/A | 0.009% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 313,220 | $5.09M | 0.0% | +20.5% | 0.655% | |
| 7/26/2024 | Latitude Advisors LLC | 12,200 | $198K | 0.1% | N/A | 0.025% | |
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| 7/25/2024 | Hills Bank & Trust Co | 18,914 | $308K | 0.0% | N/A | 0.040% | |
| 7/25/2024 | Independence Bank of Kentucky | 53,662 | $873K | 0.2% | +57.0% | 0.112% | |
| 7/25/2024 | Atlantic Union Bankshares Corp | 1,200,323 | $19.52M | 1.2% | +21.4% | 2.509% | |
| 7/24/2024 | Secure Asset Management LLC | 134,377 | $2.19M | 0.4% | +3.5% | 0.282% | |
| 7/24/2024 | &PARTNERS | 34,190 | $556K | 0.0% | N/A | 0.072% | |
| 7/23/2024 | Eastern Bank | 1,879,680 | $30.56M | 1.2% | +1.4% | 3.941% | |
| 7/23/2024 | Exchange Capital Management Inc. | 124,862 | $2.03M | 0.3% | +55.2% | 0.262% | |
| 7/22/2024 | Masso Torrence Wealth Management Inc. | 47,533 | $773K | 0.4% | +4.9% | 0.100% | |
| 7/22/2024 | Horizons Wealth Management | 93,292 | $1.54M | 1.2% | +47.3% | 0.196% | |
| 7/20/2024 | First Horizon Advisors Inc. | 19,906 | $324K | 0.0% | +28.0% | 0.042% | |
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