| 2/27/2025 | Fidelity D & D Bancorp Inc. | 25,736 | $2.48M | 1.7% | +8.5% | 0.015% | |
| 2/21/2025 | Fidelity D & D Bancorp Inc. | 25,736 | $2.48M | 1.8% | +8.5% | 0.021% | |
| 2/18/2025 | JDM Financial Group LLC | 369 | $36K | 0.0% | +113.3% | 0.000% | |
| 2/18/2025 | Continuum Advisory LLC | 87,059 | $8.40M | 1.1% | +1.3% | 0.072% | |
| 2/17/2025 | Systematic Financial Management LP | 46,310 | $4.47M | 0.1% | N/A | 0.038% | |
| 2/17/2025 | Evensky & Katz LLC | 983,098 | $94.90M | 6.2% | +0.6% | 0.816% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 25,806 | $2.49M | 0.3% | +369.5% | 0.021% | |
| 2/17/2025 | Captrust Financial Advisors | 25,322 | $2.44M | 0.0% | +4.0% | 0.021% | |
| 2/17/2025 | Baird Financial Group Inc. | 178,959 | $17.28M | 0.0% | +14.5% | 0.148% | |
| 2/17/2025 | Baldwin Investment Management LLC | 3,966 | $383K | 0.0% | -4.8% | 0.003% | |
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| 2/17/2025 | Ameriprise Financial Inc. | 1,534,021 | $148.04M | 0.0% | +19.6% | 1.273% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 555,078 | $53.58M | 0.2% | +2.5% | 0.460% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 14,389 | $1.39M | 0.0% | +81.9% | 0.012% | |
| 2/14/2025 | IHT Wealth Management LLC | 37,796 | $3.65M | 0.1% | +24.1% | 0.031% | |
| 2/14/2025 | Landing Point Financial Group LLC | 2,729 | $263K | 0.2% | N/A | 0.002% | |
| 2/13/2025 | Capital Square LLC | 12,047 | $1.20M | 0.7% | +5.1% | 0.010% | |
| 2/13/2025 | M Holdings Securities Inc. | 36,745 | $3.55M | 0.6% | +7.0% | 0.030% | |
| 2/13/2025 | Keystone Financial Group | 4,921 | $475K | 0.0% | N/A | 0.004% | |
| 2/13/2025 | Bessemer Group Inc. | 2,476 | $239K | 0.0% | -81.4% | 0.002% | |
| 2/13/2025 | Titleist Asset Management LLC | 46,605 | $4.50M | 0.5% | +29.2% | 0.039% | |
| 2/12/2025 | Nemes Rush Group LLC | 1,961 | $189K | 0.0% | +163.2% | 0.002% | |
| 2/12/2025 | ARK & TLK Investments LLC | 3,358 | $324K | 0.1% | +19.8% | 0.003% | |
| 2/12/2025 | Prime Capital Investment Advisors LLC | 956,543 | $92.34M | 1.3% | -1.3% | 0.794% | |
| 2/12/2025 | JPMorgan Chase & Co. | 253,659 | $24.49M | 0.0% | +74.8% | 0.210% | |
| 2/11/2025 | TIAA Trust National Association | 67,859 | $6.55M | 0.0% | +60.4% | 0.056% | |
| 2/11/2025 | CoreFirst Bank & Trust | 51,150 | $4.94M | 2.9% | N/A | 0.042% | |
| 2/11/2025 | Crowley Wealth Management Inc. | 1,100 | $106K | 0.1% | N/A | 0.001% | |
| 2/10/2025 | Cozad Asset Management Inc. | 30,037 | $2.90M | 0.3% | +30.0% | 0.025% | |
| 2/10/2025 | Curio Wealth LLC | 28,070 | $2.71M | 1.5% | N/A | 0.023% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 17,728 | $1.71M | 0.1% | +5.0% | 0.015% | |
| 2/10/2025 | Greenwich Wealth Management LLC | 80,864 | $7.81M | 0.6% | +3.4% | 0.067% | |
| 2/10/2025 | Natixis Advisors LLC | 14,433 | $1.39M | 0.0% | N/A | 0.012% | |
| 2/10/2025 | Bare Financial Services Inc | 224,627 | $21.68M | 8.7% | +7.9% | 0.186% | |
| 2/10/2025 | Farther Finance Advisors LLC | 61,241 | $5.91M | 0.2% | +13.3% | 0.051% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 18,683 | $1.80M | 0.1% | +30.8% | 0.015% | |
| 2/7/2025 | Kendall Capital Management | 10,000 | $965K | 0.3% | N/A | 0.008% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 1,523 | $147K | 0.0% | N/A | 0.001% | |
| 2/6/2025 | Synergy Investment Management LLC | 489 | $47K | 0.0% | N/A | 0.000% | |
| 2/5/2025 | Bridges Investment Management Inc. | 2,299 | $222K | 0.0% | N/A | 0.002% | |
| 2/5/2025 | BlueStem Wealth Partners LLC | 47,254 | $4.56M | 0.6% | N/A | 0.039% | |
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| 2/5/2025 | Middleton & Co. Inc. MA | 11,515 | $1.11M | 0.1% | +391.0% | 0.010% | |
| 2/5/2025 | WR Wealth Planners LLC | 67,423 | $6.51M | 2.1% | +4.4% | 0.056% | |
| 2/5/2025 | Bull Oak Capital LLC | 123,834 | $11.95M | 6.6% | +0.1% | 0.103% | |
| 2/5/2025 | Magnolia Private Wealth LLC | 7,850 | $758K | 0.4% | N/A | 0.007% | |
| 2/4/2025 | Financial Symmetry Inc | 3,100 | $299K | 0.2% | -23.0% | 0.003% | |
| 2/4/2025 | Bank of New York Mellon Corp | 5,792 | $559K | 0.0% | +12.5% | 0.005% | |
| 2/4/2025 | Transcendent Capital Group LLC | 12,805 | $1.24M | 0.6% | -3.9% | 0.011% | |
| 2/4/2025 | Rothschild Investment LLC | 140,050 | $13.52M | 0.9% | +15.7% | 0.116% | |
| 2/3/2025 | First Horizon Advisors Inc. | 1,800 | $174K | 0.0% | N/A | 0.001% | |
| 2/3/2025 | Transcend Capital Advisors LLC | 27,531 | $2.66M | 0.2% | +2.7% | 0.023% | |
| 2/3/2025 | Longview Financial Advisors Inc. | 63,282 | $6.11M | 4.8% | +16.6% | 0.052% | |
| 1/31/2025 | Morton Brown Family Wealth LLC | 188,875 | $18.23M | 6.4% | +6.4% | 0.157% | |
| 1/31/2025 | Opus Capital Group LLC | 148,212 | $14.31M | 1.8% | -0.8% | 0.123% | |
| 1/30/2025 | MN Wealth Advisors LLC | 26,513 | $2.56M | 1.4% | +11.2% | 0.022% | |
| 1/30/2025 | Valeo Financial Advisors LLC | 12,182 | $1.18M | 0.0% | +7.6% | 0.010% | |
| 1/29/2025 | Diversified Portfolios Inc. | 47,893 | $4.62M | 0.5% | +0.9% | 0.040% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 631 | $61K | 0.1% | N/A | 0.001% | |
| 1/29/2025 | MFA Wealth Advisors LLC | 183,618 | $17.73M | 4.5% | +9.1% | 0.152% | |
| 1/27/2025 | Meadow Creek Wealth Advisors LLC | 23,917 | $2.31M | 1.7% | +6.6% | 0.020% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 1,824 | $176K | 0.0% | -10.1% | 0.002% | |
| 1/24/2025 | Independence Bank of Kentucky | 26,538 | $2.56M | 0.4% | -2.1% | 0.022% | |
| 1/23/2025 | Fifth Third Securities Inc. | 19,013 | $1.84M | 0.2% | N/A | 0.016% | |
| 1/23/2025 | RVW Wealth LLC | 259,919 | $25.09M | 2.3% | -1.9% | 0.216% | |
| 1/23/2025 | USAdvisors Wealth Management LLC | 80,995 | $7.82M | 2.6% | +77.6% | 0.067% | |
| 1/23/2025 | Foster & Motley Inc. | 56,139 | $5.42M | 0.4% | +5.7% | 0.047% | |
| 1/23/2025 | Orrstown Financial Services Inc. | 285,446 | $27.55M | 7.4% | +13.5% | 0.237% | |
| 1/23/2025 | Strategic Blueprint LLC | 111,861 | $10.80M | 0.6% | +2.5% | 0.093% | |
| 1/22/2025 | Greenup Street Wealth Management LLC | 78,298 | $7.56M | 1.5% | -28.3% | 0.065% | |
| 1/22/2025 | S. R. Schill & Associates | 40,539 | $3.91M | 3.3% | -2.5% | 0.034% | |
| 1/22/2025 | Klaas Financial Asset Advisors LLC | 87,488 | $8.45M | 1.5% | -0.4% | 0.073% | |
| 1/21/2025 | Team Financial Group LLC | 39,519 | $3.82M | 2.3% | +289.3% | 0.033% | |
| 1/17/2025 | Avior Wealth Management LLC | 183,805 | $17.74M | 0.6% | +140,209.2% | 0.152% | |
| 1/17/2025 | First PREMIER Bank | 2,083 | $201K | 0.1% | +11.9% | 0.002% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 57,196 | $5.52M | 0.0% | +24.7% | 0.047% | |
| 1/17/2025 | Redmont Wealth Advisors LLC | 10,841 | $1.05M | 1.8% | +228.2% | 0.009% | |
| 1/17/2025 | Westside Investment Management Inc. | 31,517 | $3.04M | 0.6% | +4.9% | 0.026% | |
| 1/17/2025 | White Pine Investment CO | 59,512 | $5.75M | 1.6% | +4.7% | 0.049% | |
| 1/17/2025 | Planned Solutions Inc. | 100,540 | $9.71M | 3.9% | +39,327.5% | 0.083% | |
| 1/16/2025 | Lam Group Inc. | 26,410 | $2.55M | 1.8% | +7.8% | 0.022% | |
| 1/16/2025 | Zhang Financial LLC | 20,485 | $1.98M | 0.1% | +36.8% | 0.017% | |
| 1/15/2025 | Wallington Asset Management LLC | 151,114 | $14.59M | 2.1% | +1.0% | 0.125% | |
| 1/14/2025 | Pinnacle Bancorp Inc. | 4,961 | $479K | 0.2% | +226.0% | 0.004% | |
| 1/13/2025 | First Financial Corp IN | 13,011 | $1.26M | 0.6% | -3.1% | 0.011% | |
| 1/13/2025 | First National Bank Sioux Falls | 65,304 | $6.30M | 2.7% | +5.3% | 0.054% | |
| 1/13/2025 | Emprise Bank | 24,785 | $2.39M | 1.4% | -3.5% | 0.021% | |
| 12/6/2024 | Fidelity D & D Bancorp Inc. | 23,723 | $2.28M | 1.5% | +15.0% | 0.020% | |
| 11/21/2024 | Anchor Investment Management LLC | 3,045 | $292K | 0.0% | N/A | 0.003% | |
| 11/20/2024 | Westside Investment Management Inc. | 30,047 | $2.88M | 0.6% | +39.2% | 0.025% | |
| 11/15/2024 | Continuum Advisory LLC | 85,904 | $8.76M | 1.1% | +2.2% | 0.071% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 541,711 | $51.57M | 0.3% | N/A | 0.449% | |
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| 11/15/2024 | Safe Harbor Fiduciary LLC | 29,028 | $2.79M | 2.6% | N/A | 0.024% | |
| 11/15/2024 | IHT Wealth Management LLC | 30,447 | $2.92M | 0.1% | +34.4% | 0.025% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 7,909 | $759K | 0.0% | +8.5% | 0.007% | |
| 11/15/2024 | Community Bank N.A. | 29,163 | $2.80M | 0.4% | +15.2% | 0.024% | |
| 11/14/2024 | Flow Traders U.S. LLC | 11,239 | $1.08M | 0.1% | -1.3% | 0.009% | |
| 11/14/2024 | Captrust Financial Advisors | 24,351 | $2.34M | 0.0% | +3.5% | 0.020% | |
| 11/13/2024 | Baldwin Investment Management LLC | 4,168 | $400K | 0.1% | -11.5% | 0.003% | |
| 11/13/2024 | Capital Square LLC | 11,460 | $1.10M | 0.7% | -16.8% | 0.010% | |
| 11/13/2024 | Private Trust Co. NA | 5,292 | $508K | 0.1% | +3.1% | 0.004% | |
| 11/13/2024 | Concentric Wealth Management LLC | 166,279 | $15.96M | 3.9% | +0.5% | 0.138% | |
