| 8/12/2025 | Waterloo Capital L.P. | 341,102 | $17.26M | 1.4% | +44.1% | 0.734% | |
| 8/12/2025 | JPMorgan Chase & Co. | 244,298 | $12.36M | 0.0% | +37.1% | 0.526% | |
| 8/11/2025 | Sierra Capital LLC | 142,078 | $7.19M | 0.8% | +6.5% | 0.306% | |
| 8/8/2025 | Turn8 Private Wealth Inc. | 49,526 | $2.51M | 1.8% | +7.7% | 0.107% | |
| 8/5/2025 | TIAA Trust National Association | 284,941 | $14.42M | 0.0% | -43.6% | 0.613% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 442,768 | $22.40M | 1.6% | +4.6% | 0.953% | |
| 8/4/2025 | Arkadios Wealth Advisors | 14,897 | $754K | 0.0% | +23.6% | 0.032% | |
| 8/4/2025 | L.M. Kohn & Company | 5,715 | $289K | 0.1% | N/A | 0.012% | |
| 7/29/2025 | Private Trust Co. NA | 8,787 | $445K | 0.0% | +100.2% | 0.019% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 93,515 | $4.73M | 1.1% | -10.3% | 0.204% | |
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| 7/23/2025 | Prime Capital Investment Advisors LLC | 5,315 | $269K | 0.0% | -12.1% | 0.012% | |
| 7/21/2025 | Ameriflex Group Inc. | 5,782 | $292K | 0.2% | +19.3% | 0.013% | |
| 7/21/2025 | Crews Bank & Trust | 651,171 | $32.94M | 5.2% | +2.2% | 1.434% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 19,943 | $1.01M | 0.0% | -4.4% | 0.044% | |
| 7/14/2025 | AdvisorNet Financial Inc | 4,690 | $237K | 0.0% | +36.9% | 0.010% | |
| 7/14/2025 | Farmers & Merchants Investments Inc. | 1,008,095 | $51M | 1.5% | -2.2% | 2.220% | |
| 7/8/2025 | Parallel Advisors LLC | 4,635 | $234K | 0.0% | +69.5% | 0.010% | |
| 5/28/2025 | Turn8 Private Wealth Inc. | 45,976 | $2.31M | 1.8% | +2.4% | 0.105% | |
| 5/16/2025 | Jones Financial Companies Lllp | 11,016 | $554K | 0.0% | -64.5% | 0.025% | |
| 5/15/2025 | Baird Financial Group Inc. | 76,138 | $3.83M | 0.0% | -6.3% | 0.173% | |
| 5/14/2025 | Ameriprise Financial Inc. | 856,200 | $43.13M | 0.0% | +6.0% | 1.950% | |
| 5/14/2025 | Summit Financial LLC | 140,002 | $7.04M | 0.2% | -4.9% | 0.319% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 224,837 | $11.31M | 0.2% | +14.1% | 0.512% | |
| 5/14/2025 | Colonial Trust Advisors | 256,394 | $12.89M | 1.1% | +10.7% | 0.584% | |
| 5/13/2025 | American Money Management LLC | 37,275 | $1.87M | 0.4% | -1.6% | 0.085% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 24,475 | $1.23M | 0.0% | -13.3% | 0.056% | |
| 5/8/2025 | TIAA Trust National Association | 505,553 | $25.42M | 0.1% | +0.5% | 1.152% | |
| 5/8/2025 | Arkadios Wealth Advisors | 12,057 | $606K | 0.0% | -1.7% | 0.027% | |
| 4/30/2025 | Sierra Capital LLC | 133,358 | $6.71M | 0.8% | -0.9% | 0.303% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 104,210 | $5.24M | 1.3% | -1.1% | 0.237% | |
| 4/25/2025 | Argent Advisors Inc. | 38,894 | $1.96M | 0.7% | +20.7% | 0.089% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 423,385 | $21.29M | 1.7% | +3.4% | 0.964% | |
| 4/22/2025 | Crews Bank & Trust | 636,973 | $32.03M | 5.5% | +1.0% | 1.451% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 20,862 | $1.05M | 0.0% | +24.8% | 0.047% | |
| 4/16/2025 | Farmers & Merchants Investments Inc. | 1,031,220 | $51.85M | 1.6% | -1.7% | 2.310% | |
| 4/9/2025 | NBC Securities Inc. | 636 | $32K | 0.0% | N/A | 0.001% | |
| 4/8/2025 | Parallel Advisors LLC | 2,735 | $138K | 0.0% | -31.8% | 0.006% | |
| 4/7/2025 | AdvisorNet Financial Inc | 3,425 | $172K | 0.0% | +21.9% | 0.008% | |
| 2/18/2025 | Sunbelt Securities Inc. | 3,354 | $167K | 0.0% | +23.0% | 0.008% | |
| 2/18/2025 | Novem Group | 4,401 | $219K | 0.0% | N/A | 0.010% | |
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| 2/17/2025 | Colonial Trust Co SC | 149,779 | $7.45M | 1.1% | +5.3% | 0.341% | |
| 2/17/2025 | Bramshill Investments LLC | 359,967 | $17.91M | 2.8% | +11.3% | 0.820% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 28,242 | $1.41M | 0.0% | N/A | 0.064% | |
| 2/17/2025 | Baird Financial Group Inc. | 81,282 | $4.04M | 0.0% | -14.6% | 0.185% | |
| 2/17/2025 | BNP Paribas Financial Markets | 6,100 | $303K | 0.0% | +124.2% | 0.014% | |
| 2/17/2025 | Ameriprise Financial Inc. | 807,784 | $40.18M | 0.0% | -55.9% | 1.840% | |
| 2/13/2025 | Colonial Trust Advisors | 231,712 | $11.53M | 1.0% | +4.4% | 0.528% | |
| 2/13/2025 | Waterloo Capital L.P. | 200,634 | $9.98M | 1.1% | +15.2% | 0.457% | |
| 2/12/2025 | Atlas Capital Advisors Inc. | 1,398 | $70K | 0.0% | N/A | 0.003% | |
| 2/12/2025 | OLD Mission Capital LLC | 25,321 | $1.26M | 0.0% | N/A | 0.058% | |
| 2/12/2025 | Summit Financial LLC | 147,227 | $7.32M | 0.3% | +7.1% | 0.335% | |
| 2/12/2025 | American Money Management LLC | 37,894 | $1.89M | 0.4% | -4.6% | 0.086% | |
| 2/12/2025 | JPMorgan Chase & Co. | 133,932 | $6.66M | 0.0% | -4.2% | 0.305% | |
| 2/11/2025 | TIAA Trust National Association | 502,913 | $25.02M | 0.1% | -0.8% | 1.146% | |
| 2/10/2025 | Argent Advisors Inc. | 32,223 | $1.60M | 0.6% | -12.1% | 0.073% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 409,438 | $20.37M | 1.7% | +7.6% | 0.933% | |
| 2/4/2025 | Sierra Capital LLC | 134,622 | $6.70M | 0.8% | +44.1% | 0.307% | |
| 1/31/2025 | Partners Capital Investment Group LLP | 197,135 | $9.81M | 0.3% | -15.8% | 0.449% | |
| 1/28/2025 | Farmers & Merchants Investments Inc. | 1,049,110 | $52.18M | 1.6% | +3.6% | 2.387% | |
| 1/23/2025 | Strategic Advocates LLC | 18,087 | $900K | 0.3% | +18.0% | 0.042% | |
| 1/23/2025 | Crews Bank & Trust | 630,908 | $31.38M | 5.3% | N/A | 1.450% | |
| 1/22/2025 | Greenup Street Wealth Management LLC | 631,455 | $31.41M | 6.2% | +88.9% | 1.452% | |
| 1/17/2025 | Avior Wealth Management LLC | 4,199 | $209K | 0.0% | N/A | 0.010% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 16,722 | $832K | 0.0% | +106.1% | 0.038% | |
| 1/15/2025 | Arkadios Wealth Advisors | 12,270 | $610K | 0.0% | -3.7% | 0.028% | |
| 1/14/2025 | Rosenberg Matthew Hamilton | 105,415 | $5.24M | 1.4% | -2.1% | 0.243% | |
| 1/13/2025 | AdvisorNet Financial Inc | 2,810 | $140K | 0.0% | N/A | 0.006% | |
| 12/26/2024 | JPMorgan Chase & Co. | 139,749 | $7.05M | 0.0% | +203.3% | 0.330% | |
| 11/13/2024 | BNP Paribas Financial Markets | 2,721 | $137K | 0.0% | +58.7% | 0.006% | |
| 11/13/2024 | Private Trust Co. NA | 4,390 | $221K | 0.0% | -4.6% | 0.010% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 7,438 | $375K | 0.0% | -21.1% | 0.018% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 380,695 | $19.20M | 1.6% | +6.7% | 0.904% | |
| 10/28/2024 | Rosenberg Matthew Hamilton | 107,720 | $5.43M | 1.4% | +16.5% | 0.256% | |
| 10/25/2024 | Farmers & Merchants Investments Inc. | 1,012,704 | $51.07M | 1.6% | +1.3% | 2.405% | |
| 10/24/2024 | Arkadios Wealth Advisors | 12,738 | $642K | 0.0% | +22.5% | 0.030% | |
| 10/22/2024 | Sierra Capital LLC | 93,436 | $4.71M | 0.6% | -20.0% | 0.222% | |
| 10/16/2024 | Greenup Street Wealth Management LLC | 334,335 | $16.86M | 3.5% | +10.0% | 0.797% | |
| 10/15/2024 | NBC Securities Inc. | 2,029 | $102K | 0.0% | -51.6% | 0.005% | |
| 8/12/2024 | Waterloo Capital L.P. | 91,738 | $4.52M | 0.5% | +340.9% | 0.212% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 2,523 | $124K | 0.0% | N/A | 0.006% | |
| 8/5/2024 | Farmers & Merchants Investments Inc. | 1,000,099 | $49.26M | 1.6% | -1.1% | 2.312% | |
| 8/3/2024 | 9258 Wealth Management LLC | 6,057 | $298K | 0.0% | -9.4% | 0.014% | |
| 8/1/2024 | TIAA Trust National Association | 504,976 | $24.87M | 0.1% | +2.2% | 1.173% | |
| 8/1/2024 | Summit Financial LLC | 90,503 | $4.46M | 0.2% | -1.8% | 0.210% | |
| 7/30/2024 | Atlas Capital Advisors LLC | 1,148 | $57K | 0.0% | N/A | 0.003% | |
| 7/30/2024 | Argent Advisors Inc. | 34,957 | $1.72M | 0.7% | -3.7% | 0.081% | |
| 7/29/2024 | Arkadios Wealth Advisors | 10,401 | $512K | 0.0% | N/A | 0.024% | |
| 7/27/2024 | Rosenberg Matthew Hamilton | 92,482 | $4.54M | 1.3% | -21.1% | 0.215% | |
| 7/26/2024 | Sierra Capital LLC | 116,771 | $5.75M | 0.8% | +11.2% | 0.271% | |
| 7/11/2024 | Strategic Advocates LLC | 18,363 | $904K | 0.4% | +2.4% | 0.043% | |
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| 5/21/2024 | LRI Investments LLC | 1,960 | $96K | 0.0% | N/A | 0.005% | |
| 5/17/2024 | Comerica Bank | 15,259 | $751K | 0.0% | -15.7% | 0.035% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 91,300 | $4.49M | 0.3% | -0.5% | 0.212% | |
| 5/15/2024 | LRI Investments LLC | 1,960 | $96K | 0.0% | N/A | 0.005% | |
| 5/10/2024 | TIAA Trust National Association | 494,105 | $24.33M | 0.1% | -7.9% | 1.149% | |
| 5/2/2024 | Argent Advisors Inc. | 36,305 | $1.79M | 0.7% | +4.7% | 0.084% | |
| 5/1/2024 | BNP Paribas Financial Markets | 1,339 | $66K | 0.0% | -86.5% | 0.003% | |
| 4/30/2024 | Camden National Bank | 242,186 | $11.92M | 2.1% | +0.1% | 0.563% | |
| 4/29/2024 | Sierra Capital LLC | 105,036 | $5.17M | 0.7% | +37.7% | 0.244% | |
| 4/25/2024 | Summit Financial LLC | 92,203 | $4.54M | 0.3% | -14.9% | 0.215% | |
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