| 2/18/2025 | Fourth Dimension Wealth LLC | 27,215 | $635K | 0.3% | N/A | 0.028% | |
| 2/18/2025 | 49 Wealth Management LLC | 313,005 | $7.30M | 1.0% | +47.7% | 0.320% | |
| 2/18/2025 | Novem Group | 59,796 | $1.39M | 0.2% | N/A | 0.061% | |
| 2/17/2025 | Captrust Financial Advisors | 1,851,301 | $43.17M | 0.1% | -26.9% | 1.895% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 17,650 | $412K | 0.0% | N/A | 0.018% | |
| 2/17/2025 | Baird Financial Group Inc. | 221,025 | $5.15M | 0.0% | +27.9% | 0.226% | |
| 2/17/2025 | Ameriprise Financial Inc. | 223,204 | $5.21M | 0.0% | +23.7% | 0.228% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 49,142 | $1.15M | 0.0% | -27.1% | 0.050% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 1,251,806 | $29.19M | 0.3% | +13.4% | 1.281% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 163,969 | $3.82M | 0.0% | +35.9% | 0.168% | |
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| 2/12/2025 | Boston Family Office LLC | 161,452 | $3.77M | 0.3% | +5.8% | 0.165% | |
| 2/12/2025 | Portland Global Advisors LLC | 89,781 | $2.09M | 0.3% | +16.0% | 0.092% | |
| 2/12/2025 | JPMorgan Chase & Co. | 13,955 | $325K | 0.0% | +342.2% | 0.014% | |
| 2/11/2025 | TIAA Trust National Association | 10,000 | $233K | 0.0% | N/A | 0.010% | |
| 2/11/2025 | OLD Point Trust & Financial Services N A | 1,600 | $37K | 0.0% | N/A | 0.002% | |
| 2/11/2025 | Atlantic Private Wealth LLC | 382,633 | $8.92M | 6.7% | +48.5% | 0.392% | |
| 2/10/2025 | GLOBALT Investments LLC GA | 222,300 | $5.18M | 0.2% | -91.1% | 0.228% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 335,838 | $7.83M | 1.8% | +10.7% | 0.344% | |
| 2/10/2025 | Hills Bank & Trust Co | 2,168,442 | $50.57M | 3.8% | +2.4% | 2.219% | |
| 2/10/2025 | Hughes Financial Services LLC | 33,597 | $783K | 0.2% | N/A | 0.034% | |
| 2/10/2025 | Farther Finance Advisors LLC | 6,900 | $161K | 0.0% | -86.9% | 0.007% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 6,291 | $147K | 0.0% | N/A | 0.006% | |
| 2/3/2025 | Transcend Capital Advisors LLC | 193,325 | $4.51M | 0.3% | -21.5% | 0.198% | |
| 1/31/2025 | Bank of Jackson Hole Trust | 1,803 | $42K | 0.0% | N/A | 0.002% | |
| 1/29/2025 | Leavell Investment Management Inc. | 271,233 | $6.33M | 0.3% | +25.3% | 0.278% | |
| 1/28/2025 | Barrett & Company Inc. | 38,730 | $903K | 0.4% | +8.2% | 0.040% | |
| 1/28/2025 | Archer Investment Corp | 120,017 | $2.80M | 0.7% | +2,981.3% | 0.123% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 344,505 | $8.03M | 1.0% | N/A | 0.353% | |
| 1/24/2025 | Costello Asset Management INC | 13,313 | $310K | 0.2% | +114.4% | 0.014% | |
| 1/23/2025 | RVW Wealth LLC | 21,474 | $501K | 0.0% | -18.0% | 0.022% | |
| 1/23/2025 | Crews Bank & Trust | 23,215 | $541K | 0.1% | N/A | 0.024% | |
| 1/23/2025 | Strategic Blueprint LLC | 439,715 | $10.25M | 0.6% | +17.7% | 0.450% | |
| 1/22/2025 | Klaas Financial Asset Advisors LLC | 47,262 | $1.10M | 0.2% | +37.4% | 0.048% | |
| 1/21/2025 | Montecito Bank & Trust | 45,493 | $1.06M | 0.2% | -17.9% | 0.047% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 235,986 | $5.50M | 0.0% | +14.3% | 0.242% | |
| 1/16/2025 | True Link Financial Advisors LLC | 77,987 | $1.82M | 0.2% | +102.5% | 0.080% | |
| 1/14/2025 | Pinnacle Bancorp Inc. | 16,275 | $380K | 0.1% | +9.6% | 0.017% | |
| 1/13/2025 | PSI Advisors LLC | 248,072 | $5.79M | 1.7% | +31.0% | 0.254% | |
| 1/7/2025 | Horizons Wealth Management | 42,209 | $984K | 0.8% | +4.2% | 0.043% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,156 | $74K | 0.0% | -71.1% | 0.003% | |
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| 11/29/2024 | American Trust | 10,757 | $252K | 0.0% | N/A | 0.011% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 67,396 | $1.58M | 0.0% | N/A | 0.069% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 1,103,491 | $25.84M | 0.3% | +17.3% | 1.129% | |
| 11/14/2024 | Flow Traders U.S. LLC | 111,594 | $2.61M | 0.1% | -0.8% | 0.114% | |
| 11/14/2024 | Captrust Financial Advisors | 2,533,742 | $59.34M | 0.2% | -83.5% | 2.593% | |
| 11/13/2024 | Boston Family Office LLC | 152,549 | $3.57M | 0.2% | -4.1% | 0.156% | |
| 11/12/2024 | 49 Wealth Management LLC | 211,988 | $4.97M | 0.8% | N/A | 0.217% | |
| 11/7/2024 | GLOBALT Investments LLC GA | 2,506,964 | $58.71M | 2.2% | -5.4% | 2.566% | |
| 11/6/2024 | Archer Investment Corp | 3,895 | $91K | 0.0% | +40.0% | 0.004% | |
| 11/6/2024 | Dearborn Partners LLC | 16,703 | $391K | 0.0% | N/A | 0.017% | |
| 11/5/2024 | Mascoma Wealth Management LLC | 13,398 | $314K | 0.1% | +47.6% | 0.014% | |
| 11/1/2024 | Leavell Investment Management Inc. | 216,504 | $5.07M | 0.3% | +36.8% | 0.222% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 206,523 | $4.84M | 0.0% | +1.5% | 0.211% | |
| 10/29/2024 | Princeton Global Asset Management LLC | 10,083 | $236K | 0.0% | +9.3% | 0.010% | |
| 10/29/2024 | Farther Finance Advisors LLC | 52,762 | $1.24M | 0.0% | +11.2% | 0.054% | |
| 10/28/2024 | Hills Bank & Trust Co | 2,117,812 | $49.60M | 3.7% | +2.4% | 2.168% | |
| 10/25/2024 | Strategic Blueprint LLC | 373,588 | $8.75M | 0.5% | +58.2% | 0.382% | |
| 10/25/2024 | True Link Financial Advisors LLC | 38,505 | $902K | 0.1% | N/A | 0.039% | |
| 10/23/2024 | Klaas Financial Asset Advisors LLC | 34,401 | $806K | 0.1% | -25.0% | 0.035% | |
| 10/23/2024 | PSI Advisors LLC | 189,404 | $4.44M | 1.3% | +3.6% | 0.194% | |
| 10/22/2024 | Eastern Bank | 5,668 | $133K | 0.0% | N/A | 0.006% | |
| 10/9/2024 | Pinnacle Bancorp Inc. | 14,843 | $348K | 0.1% | -11.6% | 0.015% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 517,985 | $12.03M | 0.7% | -4.8% | 0.530% | |
| 8/2/2024 | Mascoma Wealth Management LLC | 9,076 | $211K | 0.1% | -35.4% | 0.009% | |
| 8/2/2024 | Archer Investment Corp | 2,783 | $65K | 0.0% | +545.7% | 0.003% | |
| 8/1/2024 | Eldridge Investment Advisors Inc. | 196,071 | $4.55M | 1.1% | +228.0% | 0.201% | |
| 7/31/2024 | Farther Finance Advisors LLC | 47,434 | $1.10M | 0.1% | -4.9% | 0.049% | |
| 7/31/2024 | IFG Advisory LLC | 90,113 | $2.09M | 0.1% | +7.5% | 0.092% | |
| 7/27/2024 | Strategic Blueprint LLC | 236,172 | $5.48M | 0.4% | +12.4% | 0.242% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 475,066 | $11.03M | 0.0% | -2.5% | 0.486% | |
| 7/25/2024 | Hills Bank & Trust Co | 2,067,890 | $48.02M | 3.9% | +6.7% | 2.117% | |
| 7/23/2024 | PSI Advisors LLC | 182,794 | $4.24M | 1.3% | +246.1% | 0.187% | |
| 7/22/2024 | Horizons Wealth Management | 40,221 | $935K | 0.7% | -17.5% | 0.041% | |
| 7/17/2024 | Montecito Bank & Trust | 55,422 | $1.29M | 0.3% | +16.1% | 0.057% | |
| 7/17/2024 | Leavell Investment Management Inc. | 158,225 | $3.67M | 0.2% | +9.9% | 0.162% | |
| 7/9/2024 | Lowe Wealth Advisors LLC | 4,429 | $103K | 0.0% | N/A | 0.005% | |
| 7/2/2024 | Transcend Capital Advisors LLC | 273,265 | $6.35M | 0.5% | +69.4% | 0.280% | |
| 5/17/2024 | Comerica Bank | 8,647 | $201K | 0.0% | +20.7% | 0.009% | |
| 5/16/2024 | Captrust Financial Advisors | 13,870,659 | $322.22M | 1.1% | +10.2% | 14.197% | |
| 5/14/2024 | InterOcean Capital Group LLC | 706,251 | $16.41M | 0.4% | +4.1% | 0.723% | |
| 5/9/2024 | Portland Global Advisors LLC | 50,051 | $1.16M | 0.2% | N/A | 0.052% | |
| 5/4/2024 | Gould Asset Management LLC CA | 44,955 | $1.04M | 0.3% | +41.5% | 0.046% | |
| 5/3/2024 | United Community Bank | 3,020 | $70K | 0.0% | N/A | 0.003% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 204,367 | $4.75M | 0.0% | +0.7% | 0.211% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 38,856 | $903K | 0.2% | -4.7% | 0.040% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 487,064 | $11.31M | 0.0% | +8.7% | 0.504% | |
| 4/24/2024 | Leavell Investment Management Inc. | 143,971 | $3.34M | 0.2% | +7.9% | 0.149% | |
| 4/24/2024 | PSI Advisors LLC | 52,808 | $1.23M | 0.4% | +21.1% | 0.055% | |
| 4/23/2024 | WASHINGTON TRUST Co | 12,950 | $301K | 0.0% | N/A | 0.013% | |
| 4/23/2024 | Strategic Blueprint LLC | 210,175 | $4.88M | 0.3% | +77.8% | 0.217% | |
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| 4/22/2024 | Ashton Thomas Private Wealth LLC | 543,915 | $12.64M | 0.7% | -0.1% | 0.562% | |
| 4/16/2024 | Pinnacle Bancorp Inc. | 16,794 | $390K | 0.1% | +312.0% | 0.029% | |
| 2/20/2024 | GLOBALT Investments LLC GA | 2,719,944 | $63.32M | 2.6% | N/A | 4.657% | |
| 2/12/2024 | Boston Family Office LLC | 95,946 | $2.23M | 0.2% | +177.6% | 0.164% | |
| 2/9/2024 | Atlantic Private Wealth LLC | 135,512 | $3.16M | 2.8% | N/A | 0.232% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 447,992 | $10.43M | 0.0% | +239.0% | 0.767% | |
| 2/9/2024 | InterOcean Capital Group LLC | 678,472 | $15.80M | 0.4% | +761.6% | 1.162% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 203,007 | $4.73M | 0.0% | +10.4% | 0.348% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 10,320 | $240K | 0.0% | -53.9% | 0.018% | |
| 2/7/2024 | Hills Bank & Trust Co | 1,553,291 | $36.16M | 3.5% | +48.8% | 2.660% | |
