| 8/15/2025 | Captrust Financial Advisors | 94,055 | $2.06M | 0.0% | +31.9% | 0.293% | |
| 8/15/2025 | Ameriprise Financial Inc. | 61,747 | $1.35M | 0.0% | +9.7% | 0.192% | |
| 8/14/2025 | NewEdge Advisors LLC | 47,486 | $1.04M | 0.0% | -71.3% | 0.148% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 40,960 | $898K | 0.0% | +3.2% | 0.128% | |
| 8/13/2025 | RFP Financial Group LLC | 30,110 | $660K | 0.3% | -46.3% | 0.094% | |
| 8/13/2025 | Baird Financial Group Inc. | 103,277 | $2.26M | 0.0% | +141.8% | 0.322% | |
| 8/13/2025 | Boston Family Office LLC | 107,789 | $2.36M | 0.2% | +30.1% | 0.336% | |
| 8/12/2025 | Titleist Asset Management LLC | 71,302 | $1.56M | 0.2% | -1.4% | 0.222% | |
| 8/12/2025 | JPMorgan Chase & Co. | 2,934 | $64K | 0.0% | -49.3% | 0.009% | |
| 8/8/2025 | WASHINGTON TRUST Co | 9,362 | $205K | 0.0% | -11.4% | 0.029% | |
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| 8/1/2025 | Transcend Capital Advisors LLC | 15,925 | $349K | 0.0% | -66.1% | 0.050% | |
| 7/31/2025 | Leavell Investment Management Inc. | 35,522 | $779K | 0.0% | +94.2% | 0.111% | |
| 7/30/2025 | Strategic Blueprint LLC | 37,654 | $825K | 0.0% | +136.8% | 0.117% | |
| 7/25/2025 | Heartland Bank & Trust Co | 18,350 | $402K | 0.2% | +3.1% | 0.057% | |
| 7/21/2025 | Crews Bank & Trust | 14,160 | $310K | 0.0% | +3.4% | 0.044% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 125,767 | $2.76M | 0.0% | +21.7% | 0.397% | |
| 7/16/2025 | Old Port Advisors | 35,530 | $779K | 0.2% | -26.7% | 0.112% | |
| 7/16/2025 | Rebalance LLC | 178,285 | $3.91M | 0.3% | +201.9% | 0.562% | |
| 7/8/2025 | Parallel Advisors LLC | 125,708 | $2.76M | 0.1% | +12.1% | 0.400% | |
| 7/8/2025 | Lowe Wealth Advisors LLC | 4,369 | $96K | 0.0% | -19.8% | 0.014% | |
| 7/1/2025 | Confluence Investment Management LLC | 531,810 | $11.66M | 0.2% | -0.6% | 1.785% | |
| 5/16/2025 | NewEdge Advisors LLC | 165,183 | $3.60M | 0.0% | +25.6% | 0.554% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 69,008 | $1.50M | 0.0% | +43.8% | 0.232% | |
| 5/15/2025 | Titleist Asset Management LLC | 72,311 | $1.57M | 0.2% | N/A | 0.243% | |
| 5/15/2025 | Baird Financial Group Inc. | 42,708 | $930K | 0.0% | +37.2% | 0.143% | |
| 5/13/2025 | Boston Family Office LLC | 82,873 | $1.80M | 0.1% | +4.0% | 0.278% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 74,875 | $1.63M | 1.2% | -13.7% | 0.251% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 39,671 | $864K | 0.0% | +6.1% | 0.133% | |
| 5/8/2025 | Bank of Jackson Hole Trust | 3,388 | $74K | 0.0% | +73.2% | 0.011% | |
| 5/6/2025 | Old Port Advisors | 48,443 | $1.06M | 0.3% | -6.5% | 0.163% | |
| 4/30/2025 | Leavell Investment Management Inc. | 18,289 | $398K | 0.0% | +19.1% | 0.061% | |
| 4/29/2025 | Bank of New York Mellon Corp | 14,056 | $306K | 0.0% | N/A | 0.048% | |
| 4/29/2025 | Strategic Blueprint LLC | 15,901 | $346K | 0.0% | N/A | 0.054% | |
| 4/28/2025 | Private Trust Co. NA | 5,151 | $112K | 0.0% | N/A | 0.017% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 11,829 | $258K | 0.0% | N/A | 0.040% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 24,514 | $534K | 0.0% | +26.7% | 0.083% | |
| 4/22/2025 | Crews Bank & Trust | 13,700 | $298K | 0.1% | -6.5% | 0.046% | |
| 4/22/2025 | Heartland Bank & Trust Co | 17,794 | $387K | 0.2% | N/A | 0.060% | |
| 4/22/2025 | RFP Financial Group LLC | 56,022 | $1.26M | 0.5% | N/A | 0.190% | |
| 4/17/2025 | Montecito Bank & Trust | 35,894 | $781K | 0.1% | +244.3% | 0.122% | |
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| 4/17/2025 | Janney Montgomery Scott LLC | 103,324 | $2.25M | 0.0% | +19.7% | 0.350% | |
| 4/17/2025 | Rebalance LLC | 59,059 | $1.29M | 0.1% | N/A | 0.200% | |
| 4/8/2025 | Parallel Advisors LLC | 112,151 | $2.44M | 0.1% | +6,615.6% | 0.384% | |
| 4/8/2025 | Lowe Wealth Advisors LLC | 5,447 | $119K | 0.1% | N/A | 0.019% | |
| 4/1/2025 | Confluence Investment Management LLC | 534,836 | $11.64M | 0.2% | +48.2% | 2.135% | |
| 2/17/2025 | Captrust Financial Advisors | 49,490 | $1.06M | 0.0% | +204.1% | 0.198% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 37,373 | $797K | 0.0% | N/A | 0.149% | |
| 2/17/2025 | Baird Financial Group Inc. | 31,123 | $664K | 0.0% | N/A | 0.124% | |
| 2/17/2025 | Ameriprise Financial Inc. | 36,826 | $785K | 0.0% | -67.5% | 0.147% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 48,000 | $1.02M | 0.0% | +43.3% | 0.192% | |
| 2/13/2025 | NewEdge Advisors LLC | 131,480 | $2.80M | 0.0% | +218.4% | 0.525% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 64,060 | $1.37M | 0.0% | +136.1% | 0.256% | |
| 2/12/2025 | Boston Family Office LLC | 79,658 | $1.70M | 0.1% | +12.4% | 0.318% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,200 | $68K | 0.0% | N/A | 0.013% | |
| 2/11/2025 | Atlantic Private Wealth LLC | 86,806 | $1.85M | 1.4% | -1.0% | 0.347% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 2,209 | $47K | 0.0% | N/A | 0.009% | |
| 1/31/2025 | Bank of Jackson Hole Trust | 1,956 | $42K | 0.0% | N/A | 0.009% | |
| 1/29/2025 | Leavell Investment Management Inc. | 15,350 | $327K | 0.0% | +7.0% | 0.068% | |
| 1/28/2025 | Barrett & Company Inc. | 4,700 | $100K | 0.0% | +1,075.0% | 0.021% | |
| 1/23/2025 | Crews Bank & Trust | 14,650 | $312K | 0.1% | N/A | 0.065% | |
| 1/21/2025 | Montecito Bank & Trust | 10,424 | $222K | 0.0% | N/A | 0.047% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 86,290 | $1.84M | 0.0% | +9.7% | 0.389% | |
| 1/13/2025 | PSI Advisors LLC | 2,000 | $43K | 0.0% | N/A | 0.009% | |
| 1/2/2025 | Confluence Investment Management LLC | 360,901 | $7.70M | 0.1% | +1.0% | 2.123% | |
| 11/18/2024 | JDM Financial Group LLC | 12,313 | $272K | 0.1% | -5.6% | 0.072% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 33,497 | $740K | 0.0% | +125.5% | 0.197% | |
| 11/14/2024 | Flow Traders U.S. LLC | 13,225 | $292K | 0.0% | -50.9% | 0.078% | |
| 11/14/2024 | Captrust Financial Advisors | 16,276 | $360K | 0.0% | N/A | 0.096% | |
| 11/13/2024 | Boston Family Office LLC | 70,876 | $1.57M | 0.1% | +12.5% | 0.417% | |
| 11/1/2024 | Leavell Investment Management Inc. | 14,350 | $317K | 0.0% | N/A | 0.085% | |
| 10/31/2024 | Confluence Investment Management LLC | 357,157 | $7.90M | 0.1% | -2.3% | 2.113% | |
| 10/30/2024 | Cary Street Partners Asset Management LLC | 11,397 | $252K | 0.0% | N/A | 0.067% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 78,626 | $1.74M | 0.0% | +2.4% | 0.465% | |
| 10/29/2024 | Farther Finance Advisors LLC | 2,261 | $50K | 0.0% | N/A | 0.013% | |
| 7/16/2024 | WASHINGTON TRUST Co | 13,062 | $279K | 0.0% | +37.5% | 0.100% | |
| 7/1/2024 | Confluence Investment Management LLC | 365,644 | $7.81M | 0.1% | -0.3% | 3.294% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 61,298 | $1.32M | 0.0% | N/A | 0.565% | |
| 4/23/2024 | WASHINGTON TRUST Co | 9,500 | $204K | 0.0% | N/A | 0.089% | |
| 4/1/2024 | Confluence Investment Management LLC | 366,684 | $7.88M | 0.1% | N/A | 4.445% | |
| 2/9/2024 | Atlantic Private Wealth LLC | 68,381 | $1.49M | 1.3% | N/A | 0.829% | |
| 2/7/2024 | Bogart Wealth LLC | 3,281 | $71K | 0.0% | N/A | 0.040% | |
| 10/16/2023 | First PREMIER Bank | 3,400 | $72K | 0.0% | +580.0% | 0.066% | |
| 10/10/2023 | Confluence Investment Management LLC | 383,235 | $8.05M | 0.1% | -1.4% | 7.589% | |
| 8/9/2023 | Flow Traders U.S. LLC | 19,448 | $421K | 0.0% | -78.5% | 0.556% | |
| 7/3/2023 | Confluence Investment Management LLC | 388,777 | $8.41M | 0.1% | -0.2% | 12.959% | |
| 5/15/2023 | Flow Traders U.S. LLC | 90,507 | $2.01M | 0.1% | N/A | 3.017% | |
| 5/12/2023 | NewEdge Advisors LLC | 54,399 | $1.21M | 0.0% | -4.5% | 1.813% | |
| 4/4/2023 | Confluence Investment Management LLC | 389,647 | $8.64M | 0.1% | +4.0% | 13.208% | |
| 1/4/2023 | Confluence Investment Management LLC | 374,762 | $8.09M | 0.1% | -10.5% | 20.820% | |
| 11/15/2022 | Flow Traders U.S. LLC | 27,701 | $597K | 0.0% | -29.6% | 1.539% | |
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| 10/3/2022 | Confluence Investment Management LLC | 418,724 | $9.03M | 0.2% | +11.4% | 38.066% | |
| 8/13/2022 | Flow Traders U.S. LLC | 39,345 | $895K | 0.0% | +210.5% | 3.577% | |
| 7/13/2022 | First National Bank of South Miami | 1,125 | $26K | 0.0% | N/A | 0.150% | |
| 7/6/2022 | Confluence Investment Management LLC | 375,942 | $8.56M | 0.1% | -1.6% | 50.126% | |
| 4/4/2022 | Confluence Investment Management LLC | 381,976 | $9.03M | 0.1% | +3.1% | 54.568% | |
| 3/10/2022 | Comprehensive Financial Consultants Institutional Inc. | 1,977 | $49K | 0.0% | N/A | 0.282% | |
| 1/4/2022 | Confluence Investment Management LLC | 370,371 | $9.30M | 0.1% | +1.4% | 56.980% | |
| 11/15/2021 | Flow Traders U.S. LLC | 10,536 | $265K | 0.0% | -65.9% | 1.505% | |
| 10/4/2021 | Confluence Investment Management LLC | 365,251 | $9.20M | 0.1% | +0.7% | 52.179% | |
| 8/24/2021 | Flow Traders U.S. LLC | 30,883 | $780K | 0.0% | N/A | 4.412% | |
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