| 8/15/2025 | Captrust Financial Advisors | 379,635 | $20.97M | 0.0% | +2.3% | 1.300% | |
| 8/15/2025 | Ameriprise Financial Inc. | 142,764 | $7.89M | 0.0% | +17.2% | 0.489% | |
| 8/13/2025 | Flow Traders U.S. LLC | 234,537 | $12.96M | 0.5% | N/A | 0.803% | |
| 8/13/2025 | Portland Global Advisors LLC | 138,045 | $7.63M | 0.9% | +3.2% | 0.473% | |
| 8/13/2025 | Baird Financial Group Inc. | 89,955 | $4.97M | 0.0% | +6.9% | 0.308% | |
| 8/13/2025 | Boston Family Office LLC | 12,659 | $699K | 0.0% | +3.8% | 0.043% | |
| 8/13/2025 | Russell Investments Group Ltd. | 2,357 | $130K | 0.0% | N/A | 0.008% | |
| 8/12/2025 | Spectrum Wealth Advisory Group LLC | 83,224 | $4.60M | 2.1% | -55.6% | 0.285% | |
| 8/12/2025 | JPMorgan Chase & Co. | 1,264 | $70K | 0.0% | -89.8% | 0.004% | |
| 8/8/2025 | SBI Securities Co. Ltd. | 2,639 | $146K | 0.0% | +8.8% | 0.009% | |
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| 8/7/2025 | Cahill Financial Advisors Inc. | 10,022 | $554K | 0.1% | +3.6% | 0.034% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 1,521 | $84K | 0.0% | -11.9% | 0.005% | |
| 7/31/2025 | Leavell Investment Management Inc. | 10,565 | $584K | 0.0% | -3.2% | 0.036% | |
| 7/30/2025 | Whittier Trust Co. | 23,841 | $1.32M | 0.0% | -29.6% | 0.081% | |
| 7/22/2025 | Inlight Wealth Management LLC | 97,519 | $5.39M | 1.4% | -4.5% | 0.333% | |
| 7/21/2025 | Exchange Capital Management Inc. | 18,225 | $1.01M | 0.2% | +13.2% | 0.062% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 37,728 | $2.08M | 0.0% | +1.4% | 0.129% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,291 | $292K | 0.0% | +11.3% | 0.018% | |
| 7/7/2025 | O Connor Financial Group LLC | 116,600 | $6.56M | 2.9% | +5.3% | 0.398% | |
| 5/16/2025 | Jones Financial Companies Lllp | 218,082 | $10.54M | 0.0% | +5,520.7% | 0.710% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 6,771 | $327K | 0.0% | -52.8% | 0.022% | |
| 5/15/2025 | Baird Financial Group Inc. | 84,140 | $4.07M | 0.0% | +1.2% | 0.274% | |
| 5/15/2025 | OLD Mission Capital LLC | 395,232 | $19.09M | 0.3% | +1.7% | 1.287% | |
| 5/13/2025 | Boston Family Office LLC | 12,192 | $589K | 0.0% | +3.4% | 0.040% | |
| 5/7/2025 | Portland Global Advisors LLC | 133,716 | $6.46M | 0.8% | +3.3% | 0.436% | |
| 5/2/2025 | BIP Wealth LLC | 228,453 | $11.04M | 0.7% | -13.6% | 0.744% | |
| 5/2/2025 | Whittier Trust Co. | 33,878 | $1.64M | 0.0% | -3.1% | 0.110% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 2,426 | $117K | 0.0% | -28.2% | 0.008% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,727 | $83K | 0.0% | -19.7% | 0.005% | |
| 4/22/2025 | Inlight Wealth Management LLC | 102,162 | $4.94M | 1.5% | -8.3% | 0.319% | |
| 4/17/2025 | Highline Wealth Partners LLC | 548 | $26K | 0.0% | N/A | 0.002% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 37,195 | $1.80M | 0.0% | +11.5% | 0.116% | |
| 4/14/2025 | Farther Finance Advisors LLC | 4,752 | $231K | 0.0% | +59.7% | 0.015% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 1,137 | $55K | 0.0% | -18.3% | 0.004% | |
| 4/9/2025 | NBC Securities Inc. | 5,367 | $259K | 0.0% | +41,184.6% | 0.017% | |
| 4/7/2025 | O Connor Financial Group LLC | 110,767 | $5.35M | 2.8% | +4.8% | 0.346% | |
| 2/17/2025 | Colonial Trust Co SC | 691 | $34K | 0.0% | N/A | 0.001% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 9,633 | $471K | 0.1% | N/A | 0.019% | |
| 2/17/2025 | Baird Financial Group Inc. | 83,167 | $4.07M | 0.0% | +0.6% | 0.165% | |
| 2/17/2025 | BIP Wealth LLC | 264,513 | $12.94M | 0.9% | +3.3% | 0.526% | |
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| 2/17/2025 | Ameriprise Financial Inc. | 365,074 | $17.86M | 0.0% | +143.1% | 0.726% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 266,580 | $13.04M | 0.0% | +5.5% | 0.530% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 14,360 | $703K | 0.0% | +40.2% | 0.029% | |
| 2/13/2025 | Inlight Wealth Management LLC | 111,450 | $5.45M | 1.7% | N/A | 0.222% | |
| 2/13/2025 | Oarsman Capital Inc. | 918 | $45K | 0.0% | -55.4% | 0.002% | |
| 2/12/2025 | Invenio Wealth Partners LLC | 87,912 | $4.30M | 1.8% | +12.6% | 0.175% | |
| 2/12/2025 | Boston Family Office LLC | 11,794 | $577K | 0.0% | +7.8% | 0.023% | |
| 2/12/2025 | OLD Mission Capital LLC | 388,722 | $19.02M | 0.3% | -39.2% | 0.773% | |
| 2/12/2025 | Portland Global Advisors LLC | 129,427 | $6.33M | 0.8% | +2.6% | 0.257% | |
| 2/12/2025 | JPMorgan Chase & Co. | 11,273 | $552K | 0.0% | -10.8% | 0.022% | |
| 2/11/2025 | Whittier Trust Co. | 34,949 | $1.71M | 0.0% | -1.4% | 0.069% | |
| 2/10/2025 | Tidemark LLC | 884 | $43K | 0.0% | -74.9% | 0.002% | |
| 2/10/2025 | Farther Finance Advisors LLC | 2,975 | $146K | 0.0% | -12.3% | 0.006% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 3,379 | $165K | 0.0% | N/A | 0.007% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,880 | $190K | 0.0% | +160.1% | 0.008% | |
| 2/4/2025 | Exchange Capital Management Inc. | 15,046 | $736K | 0.1% | +14.8% | 0.030% | |
| 1/31/2025 | Nicholas Hoffman & Company LLC. | 47,329 | $2.32M | 0.1% | -9.8% | 0.094% | |
| 1/29/2025 | MFA Wealth Advisors LLC | 256,952 | $12.57M | 3.2% | +11.1% | 0.511% | |
| 1/28/2025 | Golden State Wealth Management LLC | 838 | $41K | 0.0% | N/A | 0.002% | |
| 1/24/2025 | Princeton Global Asset Management LLC | 1,392 | $68K | 0.0% | -47.9% | 0.003% | |
| 1/17/2025 | Marathon Strategic Advisors LLC | 30,177 | $1.48M | 1.6% | +6.4% | 0.060% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 33,371 | $1.63M | 0.0% | +7.1% | 0.066% | |
| 1/13/2025 | Eastern Bank | 278,911 | $13.64M | 0.3% | +0.3% | 0.554% | |
| 1/6/2025 | O Connor Financial Group LLC | 105,718 | $5.17M | 2.7% | +3.7% | 0.210% | |
| 12/26/2024 | JPMorgan Chase & Co. | 12,641 | $679K | 0.0% | +3.5% | 0.025% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 252,739 | $13.51M | 0.1% | N/A | 0.502% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 10,241 | $550K | 0.0% | -8.6% | 0.020% | |
| 11/14/2024 | Flow Traders U.S. LLC | 16,280 | $874K | 0.0% | -73.5% | 0.032% | |
| 11/9/2024 | Trustmark National Bank Trust Department | 17,676 | $949K | 0.1% | -5.5% | 0.035% | |
| 11/8/2024 | BIP Wealth LLC | 256,093 | $13.75M | 0.9% | +11.2% | 0.509% | |
| 11/7/2024 | Tidemark LLC | 3,528 | $189K | 0.1% | -13.1% | 0.007% | |
| 11/1/2024 | Leavell Investment Management Inc. | 11,065 | $594K | 0.0% | +6.9% | 0.022% | |
| 10/30/2024 | United Advisor Group LLC | 43,435 | $2.33M | 0.5% | +19.0% | 0.086% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 31,147 | $1.67M | 0.0% | +34.5% | 0.062% | |
| 10/29/2024 | Princeton Global Asset Management LLC | 2,672 | $143K | 0.0% | -47.6% | 0.005% | |
| 10/25/2024 | Nicholas Hoffman & Company LLC. | 52,484 | $2.82M | 0.1% | +1.4% | 0.104% | |
| 10/22/2024 | Eastern Bank | 277,951 | $14.93M | 0.3% | +0.7% | 0.553% | |
| 10/15/2024 | NBC Securities Inc. | 12,768 | $685K | 0.1% | +18.6% | 0.025% | |
| 10/8/2024 | O Connor Financial Group LLC | 101,985 | $5.48M | 2.9% | +7.2% | 0.203% | |
| 10/7/2024 | Marathon Strategic Advisors LLC | 28,358 | $1.52M | 1.6% | +7.6% | 0.056% | |
| 8/8/2024 | Johnson Investment Counsel Inc. | 27,878 | $1.43M | 0.0% | -3.3% | 0.055% | |
| 8/3/2024 | Nicholas Hoffman & Company LLC. | 51,764 | $2.66M | 0.1% | +5.3% | 0.103% | |
| 7/31/2024 | Rothschild Investment LLC | 895 | $46K | 0.0% | N/A | 0.002% | |
| 7/23/2024 | Exchange Capital Management Inc. | 8,782 | $452K | 0.1% | +17.0% | 0.017% | |
| 7/23/2024 | MFA Wealth Advisors LLC | 235,134 | $12.10M | 2.6% | +0.3% | 0.467% | |
| 7/8/2024 | Marathon Strategic Advisors LLC | 26,357 | $1.36M | 1.6% | +0.9% | 0.052% | |
| 5/14/2024 | OLD Mission Capital LLC | 324,832 | $16.52M | 0.3% | +1,090.3% | 0.646% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 18,985 | $966K | 0.1% | -13.8% | 0.038% | |
| 5/9/2024 | Portland Global Advisors LLC | 115,135 | $5.86M | 0.8% | +8.5% | 0.229% | |
| 5/3/2024 | Whittier Trust Co. | 35,480 | $1.80M | 0.0% | +1.3% | 0.067% | |
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| 5/1/2024 | Janney Montgomery Scott LLC | 23,783 | $1.21M | 0.0% | -20.6% | 0.045% | |
| 4/30/2024 | Marathon Strategic Advisors LLC | 26,120 | $1.33M | 1.6% | +2.1% | 0.049% | |
| 4/24/2024 | Leavell Investment Management Inc. | 10,485 | $533K | 0.0% | +3.9% | 0.020% | |
| 4/22/2024 | Nicholas Hoffman & Company LLC. | 49,141 | $2.50M | 0.1% | +5.2% | 0.093% | |
| 4/18/2024 | Exchange Capital Management Inc. | 7,507 | $382K | 0.1% | +63.8% | 0.013% | |
| 4/11/2024 | O Connor Financial Group LLC | 93,184 | $4.74M | 2.8% | +32.7% | 0.156% | |
| 4/5/2024 | NBC Securities Inc. | 9,895 | $513K | 0.0% | +74.0% | 0.017% | |
| 2/16/2024 | Aspect Partners LLC | 3,364 | $168K | 0.1% | N/A | 0.006% | |
| 2/9/2024 | Tidemark LLC | 4,907 | $245K | 0.2% | N/A | 0.008% | |
| 2/8/2024 | Exchange Capital Management Inc. | 4,584 | $229K | 0.0% | N/A | 0.008% | |
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