| 2/18/2025 | 10Elms LLP | 35,035 | $1.76M | 1.8% | N/A | 0.014% | |
| 2/18/2025 | Financial Avengers Inc. | 39,424 | $1.98M | 0.9% | +100.0% | 0.016% | |
| 2/17/2025 | Tolleson Wealth Management Inc. | 27,898 | $1.40M | 0.3% | +3.7% | 0.012% | |
| 2/17/2025 | Captrust Financial Advisors | 6,548 | $329K | 0.0% | +54.3% | 0.003% | |
| 2/17/2025 | Baird Financial Group Inc. | 105,729 | $5.32M | 0.0% | +0.5% | 0.044% | |
| 2/17/2025 | BNP Paribas Financial Markets | 109,409 | $5.50M | 0.0% | -65.2% | 0.045% | |
| 2/17/2025 | Ameriprise Financial Inc. | 10,324,245 | $523.49M | 0.1% | +6.3% | 4.264% | |
| 2/14/2025 | Landing Point Financial Group LLC | 57,682 | $2.90M | 2.2% | N/A | 0.024% | |
| 2/13/2025 | Foster Dykema Cabot & Partners LLC | 530 | $27K | 0.0% | -69.4% | 0.000% | |
| 2/13/2025 | Blue Edge Capital LLC | 362,808 | $18.24M | 2.9% | -1.9% | 0.150% | |
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| 2/13/2025 | Waterloo Capital L.P. | 149,980 | $7.54M | 0.8% | +4.6% | 0.062% | |
| 2/12/2025 | Summit Financial LLC | 18,717 | $941K | 0.0% | -33.3% | 0.008% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,261,410 | $63.42M | 0.0% | +7.6% | 0.521% | |
| 2/12/2025 | Murphy & Mullick Capital Management Corp | 975 | $49K | 0.0% | N/A | 0.000% | |
| 2/11/2025 | TIAA Trust National Association | 5,603,082 | $281.72M | 0.9% | +10.8% | 2.314% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,848 | $93K | 0.0% | +34.4% | 0.001% | |
| 2/10/2025 | Farther Finance Advisors LLC | 4,539 | $228K | 0.0% | -33.3% | 0.002% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 37,623 | $1.89M | 0.1% | -5.0% | 0.016% | |
| 2/6/2025 | One Capital Management LLC | 257,642 | $12.95M | 0.4% | -22.1% | 0.106% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 5,693 | $286K | 0.0% | N/A | 0.002% | |
| 2/6/2025 | Jones Financial Companies Lllp | 5,384 | $271K | 0.0% | +16.0% | 0.002% | |
| 2/5/2025 | Fisher Asset Management LLC | 28,954 | $1.46M | 0.0% | +38.6% | 0.012% | |
| 2/5/2025 | Maripau Wealth Management LLC | 4,293 | $216K | 0.1% | N/A | 0.002% | |
| 2/5/2025 | Private Trust Co. NA | 4,620 | $232K | 0.0% | -53.3% | 0.002% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,535,450 | $77.20M | 0.0% | -12.9% | 0.634% | |
| 2/4/2025 | Crestwood Advisors Group LLC | 407,479 | $20.49M | 0.4% | +41.5% | 0.168% | |
| 1/31/2025 | Davidson Trust Co. | 14,174 | $713K | 0.4% | +20.0% | 0.006% | |
| 1/30/2025 | Valeo Financial Advisors LLC | 31,416 | $1.58M | 0.0% | +2.0% | 0.013% | |
| 1/29/2025 | Leavell Investment Management Inc. | 21,017 | $1.06M | 0.1% | -22.0% | 0.009% | |
| 1/29/2025 | Quent Capital LLC | 1,926 | $97K | 0.0% | +571.1% | 0.001% | |
| 1/24/2025 | Richardson Financial Services Inc. | 1,778 | $90K | 0.1% | +29.0% | 0.001% | |
| 1/24/2025 | Independence Bank of Kentucky | 2,427 | $122K | 0.0% | +223.2% | 0.001% | |
| 1/23/2025 | Fifth Third Securities Inc. | 32,763 | $1.65M | 0.1% | +144.8% | 0.014% | |
| 1/23/2025 | Manning & Napier Advisors LLC | 425,412 | $21.39M | 0.2% | -12.0% | 0.176% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 47,107 | $2.37M | 0.0% | -1.8% | 0.019% | |
| 1/17/2025 | Bartlett & CO. Wealth Management LLC | 221,230 | $11.12M | 0.2% | +9.8% | 0.091% | |
| 1/15/2025 | Arkadios Wealth Advisors | 15,280 | $768K | 0.0% | +34.9% | 0.006% | |
| 1/15/2025 | Trivant Custom Portfolio Group LLC | 162,723 | $8.18M | 4.8% | +1.6% | 0.067% | |
| 1/13/2025 | AdvisorNet Financial Inc | 618 | $31K | 0.0% | +50.7% | 0.000% | |
| 1/10/2025 | ST Germain D J Co. Inc. | 276,403 | $13.90M | 0.6% | +19.1% | 0.113% | |
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| 12/26/2024 | JPMorgan Chase & Co. | 1,172,235 | $61.64M | 0.0% | +23.1% | 0.489% | |
| 11/18/2024 | Virtue Capital Management LLC | 62,309 | $3.28M | 0.7% | -2.3% | 0.026% | |
| 11/18/2024 | Sunbelt Securities Inc. | 1,288 | $68K | 0.0% | +179.4% | 0.001% | |
| 11/18/2024 | Financial Avengers Inc. | 19,716 | $1.04M | 0.5% | +17.5% | 0.008% | |
| 11/15/2024 | Continuum Advisory LLC | 508 | $26K | 0.0% | -31.7% | 0.000% | |
| 11/14/2024 | Captrust Financial Advisors | 4,243 | $223K | 0.0% | +5.9% | 0.002% | |
| 11/14/2024 | Kingfisher Capital LLC | 18,484 | $972K | 0.2% | -6.9% | 0.008% | |
| 11/13/2024 | BNP Paribas Financial Markets | 314,312 | $16.53M | 0.0% | +168.0% | 0.131% | |
| 11/13/2024 | Capital Square LLC | 18,555 | $976K | 0.6% | N/A | 0.008% | |
| 11/13/2024 | Private Trust Co. NA | 9,894 | $520K | 0.1% | +392.0% | 0.004% | |
| 11/13/2024 | Fisher Asset Management LLC | 20,889 | $1.10M | 0.0% | -59.6% | 0.009% | |
| 11/12/2024 | Cahill Financial Advisors Inc. | 3,916 | $206K | 0.0% | -74.5% | 0.002% | |
| 11/8/2024 | EverSource Wealth Advisors LLC | 39,620 | $2.08M | 0.1% | +19.2% | 0.017% | |
| 11/5/2024 | Compass Financial Group Inc. | 44,117 | $2.32M | 1.1% | +4.2% | 0.018% | |
| 11/1/2024 | Leavell Investment Management Inc. | 26,955 | $1.42M | 0.1% | N/A | 0.011% | |
| 11/1/2024 | Sonata Capital Group Inc. | 4,725 | $248K | 0.1% | N/A | 0.002% | |
| 10/30/2024 | Crestwood Advisors Group LLC | 287,881 | $15.14M | 0.3% | +41.6% | 0.120% | |
| 10/30/2024 | United Advisor Group LLC | 17,370 | $913K | 0.2% | N/A | 0.007% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 47,983 | $2.52M | 0.0% | -9.4% | 0.020% | |
| 10/29/2024 | Farther Finance Advisors LLC | 6,806 | $358K | 0.0% | +83.2% | 0.003% | |
| 10/24/2024 | Arkadios Wealth Advisors | 11,331 | $596K | 0.0% | +4.9% | 0.005% | |
| 10/18/2024 | ST Germain D J Co. Inc. | 232,035 | $12.20M | 0.6% | +12.5% | 0.098% | |
| 10/18/2024 | Bartlett & CO. Wealth Management LLC | 201,453 | $10.59M | 0.2% | +22.4% | 0.085% | |
| 10/10/2024 | Valeo Financial Advisors LLC | 30,789 | $1.62M | 0.0% | +2.5% | 0.013% | |
| 10/5/2024 | Trivant Custom Portfolio Group LLC | 160,181 | $8.42M | 4.9% | +93.5% | 0.069% | |
| 8/27/2024 | Clearbridge Investments LLC | 10,231 | $514K | 0.0% | -2.3% | 0.005% | |
| 8/15/2024 | Kingfisher Capital LLC | 19,855 | $997K | 0.2% | +2.4% | 0.009% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 33,228 | $1.70M | 0.1% | +14.9% | 0.015% | |
| 8/12/2024 | Waterloo Capital L.P. | 190,167 | $9.55M | 1.1% | +11.1% | 0.084% | |
| 8/9/2024 | One Capital Management LLC | 219,531 | $11.02M | 0.4% | -30.5% | 0.097% | |
| 8/1/2024 | TIAA Trust National Association | 4,727,212 | $237.35M | 0.7% | +50.3% | 2.086% | |
| 8/1/2024 | Crestwood Advisors Group LLC | 203,320 | $10.21M | 0.2% | +17.3% | 0.090% | |
| 8/1/2024 | Summit Financial LLC | 31,885 | $1.60M | 0.1% | +351.6% | 0.014% | |
| 7/29/2024 | Arkadios Wealth Advisors | 10,806 | $543K | 0.0% | +42.6% | 0.005% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,889,184 | $94.86M | 0.0% | -8.8% | 0.835% | |
| 7/25/2024 | Independence Bank of Kentucky | 682 | $34K | 0.0% | N/A | 0.000% | |
| 7/17/2024 | Trivant Custom Portfolio Group LLC | 82,777 | $4.16M | 2.6% | +9.7% | 0.037% | |
| 7/17/2024 | Montecito Bank & Trust | 15,067 | $757K | 0.2% | +15.0% | 0.007% | |
| 7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 4,535 | $228K | 0.1% | N/A | 0.002% | |
| 7/15/2024 | Fifth Third Securities Inc. | 20,915 | $1.05M | 0.1% | -14.4% | 0.009% | |
| 7/11/2024 | Manning & Napier Advisors LLC | 479,347 | $24.07M | 0.3% | N/A | 0.214% | |
| 7/10/2024 | Valeo Financial Advisors LLC | 30,027 | $1.51M | 0.0% | -5.7% | 0.013% | |
| 7/9/2024 | Arden Trust Co | 25,039 | $1.26M | 0.2% | +2.5% | 0.011% | |
| 7/9/2024 | Lynx Investment Advisory | 2,779 | $140K | 0.1% | N/A | 0.001% | |
| 7/8/2024 | ST Germain D J Co. Inc. | 206,329 | $10.36M | 0.5% | +29.7% | 0.092% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 28,910 | $1.43M | 0.1% | +12.2% | 0.013% | |
| 5/17/2024 | Comerica Bank | 128,720 | $6.54M | 0.0% | +8.8% | 0.060% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 5,675 | $288K | 0.1% | N/A | 0.003% | |
| 5/13/2024 | Penobscot Investment Management Company Inc. | 26,850 | $1.36M | 0.1% | +17.5% | 0.012% | |
| 5/10/2024 | TIAA Trust National Association | 3,144,345 | $159.76M | 0.5% | +16.7% | 1.461% | |
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| 5/4/2024 | Coulter & Justus Financial Services LLC | 4,952 | $251K | 0.1% | N/A | 0.002% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 52,732 | $2.68M | 0.0% | -88.9% | 0.025% | |
| 4/30/2024 | Arkadios Wealth Advisors | 7,576 | $385K | 0.0% | +23.0% | 0.004% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 31,856 | $1.57M | 0.0% | +6.0% | 0.015% | |
| 4/25/2024 | Summit Financial LLC | 7,061 | $358K | 0.0% | -19.7% | 0.003% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 90,136 | $4.58M | 0.0% | +12.8% | 0.042% | |
| 4/17/2024 | Trivant Custom Portfolio Group LLC | 75,434 | $3.83M | 2.4% | +5.3% | 0.036% | |
| 4/16/2024 | Financial Management Professionals Inc. | 4,456 | $226K | 0.0% | N/A | 0.002% | |
| 4/9/2024 | Montecito Bank & Trust | 13,098 | $665K | 0.1% | +10.9% | 0.006% | |
| 4/3/2024 | Versant Capital Management Inc | 876 | $44K | 0.0% | N/A | 0.000% | |
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