| 2/18/2025 | Sunbelt Securities Inc. | 2,534 | $198K | 0.0% | N/A | 0.005% | |
| 2/17/2025 | Captrust Financial Advisors | 34,688 | $2.70M | 0.0% | -18.1% | 0.072% | |
| 2/17/2025 | Baird Financial Group Inc. | 5,052 | $394K | 0.0% | N/A | 0.010% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,003,641 | $78.18M | 0.0% | +10.4% | 2.082% | |
| 2/17/2025 | Anderson Financial Strategies LLC | 100,964 | $7.86M | 4.7% | N/A | 0.209% | |
| 2/14/2025 | Arkos Global Advisors | 70,890 | $5.52M | 0.8% | +1.1% | 0.147% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 14,299 | $1.11M | 0.0% | +5.7% | 0.030% | |
| 2/14/2025 | IHT Wealth Management LLC | 4,001 | $312K | 0.0% | -5.0% | 0.008% | |
| 2/14/2025 | State of Tennessee Department of Treasury | 29,338 | $2.29M | 0.0% | N/A | 0.061% | |
| 2/14/2025 | Goodman Advisory Group LLC | 160,760 | $12.52M | 3.7% | +5.8% | 0.334% | |
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| 2/13/2025 | Finward Bancorp | 76,628 | $5.97M | 5.2% | N/A | 0.159% | |
| 2/13/2025 | Wedbush Securities Inc. | 5,907 | $460K | 0.0% | N/A | 0.012% | |
| 2/13/2025 | Rosenblum Silverman Sutton S F Inc. CA | 20,658 | $1.61M | 0.4% | -1.3% | 0.043% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 4,616 | $362K | 0.0% | +18.5% | 0.010% | |
| 2/12/2025 | ARK & TLK Investments LLC | 16,480 | $1.28M | 0.4% | +7.9% | 0.034% | |
| 2/12/2025 | JPMorgan Chase & Co. | 162,709 | $12.67M | 0.0% | +34.6% | 0.338% | |
| 2/12/2025 | Wells Financial Advisors INC | 2,570 | $200K | 0.3% | -9.7% | 0.005% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 22,965 | $1.79M | 0.1% | N/A | 0.048% | |
| 2/7/2025 | Mount Lucas Management LP | 33,902 | $2.64M | 0.9% | -5.7% | 0.070% | |
| 2/6/2025 | NewSquare Capital LLC | 93,406 | $7.28M | 0.6% | N/A | 0.194% | |
| 2/6/2025 | AMJ Financial Wealth Management | 51,338 | $4.00M | 1.1% | N/A | 0.107% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 1,955 | $152K | 0.0% | N/A | 0.004% | |
| 2/6/2025 | Jones Financial Companies Lllp | 14,479 | $1.13M | 0.0% | +57.9% | 0.030% | |
| 2/4/2025 | Sterling Investment Advisors Ltd. | 54,241 | $4.23M | 1.0% | -2.5% | 0.113% | |
| 2/4/2025 | Bank of New York Mellon Corp | 3,025 | $236K | 0.0% | N/A | 0.006% | |
| 2/3/2025 | Navellier & Associates Inc. | 2,578 | $201K | 0.0% | N/A | 0.005% | |
| 2/3/2025 | Boyd Watterson Asset Management LLC OH | 346 | $27K | 0.0% | N/A | 0.001% | |
| 1/30/2025 | L.M. Kohn & Company | 13,056 | $1.02M | 0.3% | -3.0% | 0.027% | |
| 1/30/2025 | Roxbury Financial LLC | 547 | $45K | 0.0% | N/A | 0.001% | |
| 1/30/2025 | First Merchants Corp | 10,655 | $830K | 0.0% | +16.4% | 0.022% | |
| 1/28/2025 | Advisors Preferred LLC | 111,625 | $8.71M | 1.4% | +36.4% | 0.232% | |
| 1/27/2025 | Nvwm LLC | 5,278 | $411K | 0.1% | N/A | 0.011% | |
| 1/27/2025 | Confluence Wealth Services Inc. | 15,135 | $1.22M | 0.1% | -1.6% | 0.031% | |
| 1/22/2025 | Webster Bank N. A. | 10,045 | $782K | 0.1% | -4.9% | 0.021% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 18,964 | $1.48M | 0.1% | +18.0% | 0.039% | |
| 1/21/2025 | Montecito Bank & Trust | 26,238 | $2.04M | 0.4% | -20.8% | 0.054% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 154,747 | $12.05M | 0.0% | +0.1% | 0.321% | |
| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 471 | $37K | 0.0% | +117.1% | 0.001% | |
| 1/13/2025 | AdvisorNet Financial Inc | 1,051 | $82K | 0.0% | -16.5% | 0.002% | |
| 1/10/2025 | Highline Wealth Partners LLC | 7,506 | $585K | 0.2% | -33.3% | 0.016% | |
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| 1/10/2025 | ST Germain D J Co. Inc. | 91,192 | $7.10M | 0.3% | -1.0% | 0.189% | |
| 1/8/2025 | Worth Asset Management LLC | 4,691 | $365K | 0.2% | N/A | 0.010% | |
| 12/26/2024 | JPMorgan Chase & Co. | 120,893 | $9.26M | 0.0% | +20.9% | 0.251% | |
| 11/29/2024 | Old North State Trust LLC | 5,577 | $427K | 0.3% | -62.3% | 0.012% | |
| 11/15/2024 | Goodman Advisory Group LLC | 151,887 | $11.63M | 3.3% | -1.5% | 0.315% | |
| 11/15/2024 | Dorsey Wright & Associates | 7,456 | $571K | 0.1% | N/A | 0.015% | |
| 11/15/2024 | IHT Wealth Management LLC | 4,211 | $322K | 0.0% | -11.3% | 0.009% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 13,530 | $1.04M | 0.0% | -10.3% | 0.028% | |
| 11/14/2024 | L.M. Kohn & Company | 13,464 | $1.03M | 0.3% | -24.6% | 0.028% | |
| 11/14/2024 | RPg Family Wealth Advisory LLC | 1,215 | $93K | 0.0% | -96.8% | 0.003% | |
| 11/13/2024 | BNP Paribas Financial Markets | 24,904 | $1.91M | 0.0% | -51.6% | 0.052% | |
| 11/13/2024 | Private Trust Co. NA | 5,677 | $435K | 0.0% | +37.8% | 0.012% | |
| 11/6/2024 | Mount Lucas Management LP | 35,946 | $2.75M | 0.9% | +3.0% | 0.075% | |
| 11/5/2024 | First Heartland Consultants Inc. | 4,426 | $339K | 0.0% | -21.3% | 0.009% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 4,187 | $321K | 0.0% | +30.3% | 0.009% | |
| 11/1/2024 | Sonata Capital Group Inc. | 6,535 | $501K | 0.2% | N/A | 0.014% | |
| 10/31/2024 | Montecito Bank & Trust | 33,123 | $2.54M | 0.4% | -1.2% | 0.069% | |
| 10/29/2024 | Confluence Wealth Services Inc. | 15,385 | $1.18M | 0.1% | -5.0% | 0.032% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 154,598 | $11.84M | 0.0% | -3.0% | 0.321% | |
| 10/25/2024 | Highline Wealth Partners LLC | 11,252 | $862K | 0.3% | N/A | 0.023% | |
| 10/24/2024 | Sterling Investment Advisors Ltd. | 55,648 | $4.26M | 1.1% | -1.8% | 0.115% | |
| 10/23/2024 | BTS Asset Management Inc. | 8,607 | $659K | 0.6% | -88.2% | 0.018% | |
| 10/22/2024 | Eastern Bank | 1,605 | $123K | 0.0% | N/A | 0.003% | |
| 10/21/2024 | Oakworth Capital Inc. | 1,196 | $92K | 0.0% | N/A | 0.002% | |
| 10/21/2024 | Whittier Trust Co. of Nevada Inc. | 19,440 | $1.49M | 0.0% | -1.6% | 0.040% | |
| 10/18/2024 | ST Germain D J Co. Inc. | 92,130 | $7.06M | 0.3% | -39.5% | 0.191% | |
| 10/16/2024 | Trust Co. of Vermont | 1,560 | $119K | 0.0% | N/A | 0.003% | |
| 10/10/2024 | Webster Bank N. A. | 10,566 | $809K | 0.1% | -6.0% | 0.022% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 1,907 | $146K | 0.0% | +106.6% | 0.004% | |
| 10/8/2024 | Future Financial Wealth Managment LLC | 1,000 | $77K | 0.1% | N/A | 0.002% | |
| 10/5/2024 | Burns J W & Co. Inc. NY | 19,880 | $1.52M | 0.2% | -1.9% | 0.041% | |
| 10/3/2024 | Rockland Trust Co. | 9,533 | $730K | 0.0% | -2.4% | 0.020% | |
| 10/3/2024 | Duncan Williams Asset Management LLC | 5,160 | $395K | 0.2% | N/A | 0.011% | |
| 8/19/2024 | Old North State Trust LLC | 14,782 | $1.07M | 0.9% | -64.2% | 0.031% | |
| 8/16/2024 | Goodman Advisory Group LLC | 154,153 | $11.11M | 3.3% | +16,007.9% | 0.320% | |
| 8/15/2024 | Arkos Global Advisors | 70,130 | $5.05M | 0.8% | +2.1% | 0.145% | |
| 8/14/2024 | Certified Advisory Corp | 5,669 | $408K | 0.1% | -13.3% | 0.012% | |
| 8/7/2024 | Cahill Financial Advisors Inc. | 16,092 | $1.16M | 0.2% | -18.5% | 0.033% | |
| 8/6/2024 | Mount Lucas Management LP | 34,900 | $2.52M | 0.7% | -4.0% | 0.072% | |
| 8/6/2024 | Main Street Group LTD | 1,877 | $135K | 0.1% | -15.5% | 0.004% | |
| 8/5/2024 | BTS Asset Management Inc. | 72,791 | $5.25M | 4.9% | -6.5% | 0.151% | |
| 8/5/2024 | Sterling Investment Advisors Ltd. | 56,641 | $4.08M | 1.1% | -1.7% | 0.118% | |
| 8/1/2024 | Waldron Private Wealth LLC | 207,083 | $14.92M | 0.7% | -0.9% | 0.430% | |
| 7/31/2024 | Confluence Wealth Services Inc. | 16,187 | $1.17M | 0.1% | -15.9% | 0.034% | |
| 7/29/2024 | ARK & TLK Investments LLC | 15,280 | $1.10M | 0.4% | -1.5% | 0.032% | |
| 7/29/2024 | Whittier Trust Co. of Nevada Inc. | 19,765 | $1.42M | 0.0% | -2.2% | 0.041% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 272,225 | $19.62M | 0.1% | -2.7% | 0.565% | |
| 7/25/2024 | First Heartland Consultants Inc. | 5,622 | $405K | 0.0% | +49.7% | 0.012% | |
| 7/23/2024 | American National Bank | 769 | $55K | 0.0% | -27.5% | 0.002% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 923 | $67K | 0.0% | -17.7% | 0.002% | |
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| 7/23/2024 | Rockland Trust Co. | 9,765 | $704K | 0.0% | -2.0% | 0.020% | |
| 7/23/2024 | Burns J W & Co. Inc. NY | 20,270 | $1.46M | 0.2% | -3.8% | 0.042% | |
| 7/16/2024 | ORG Partners LLC | 740 | $53K | 0.0% | N/A | 0.002% | |
| 7/16/2024 | Burke & Herbert Bank & Trust Co. | 3,790 | $273K | 0.1% | N/A | 0.008% | |
| 7/12/2024 | Webster Bank N. A. | 11,236 | $810K | 0.1% | -17.5% | 0.023% | |
| 7/9/2024 | Kingswood Wealth Advisors LLC | 12,404 | $894K | 0.1% | +97.0% | 0.026% | |
| 7/8/2024 | ST Germain D J Co. Inc. | 152,289 | $10.97M | 0.5% | -19.1% | 0.316% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 380 | $27K | 0.0% | +291.8% | 0.001% | |
| 5/17/2024 | Comerica Bank | 14,672 | $1.07M | 0.0% | -14.8% | 0.030% | |
| 5/13/2024 | Bessemer Group Inc. | 1,272,292 | $92.93M | 0.2% | -1.3% | 2.640% | |
