| 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% | |
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| 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% | |
| 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% | |
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| 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% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 29,949 | $1.50M | 0.0% | +1.1% | 0.050% | |
| 2/7/2024 | Johnson Investment Counsel Inc. | 28,858 | $1.44M | 0.0% | -4.3% | 0.048% | |
| 2/7/2024 | NBC Securities Inc. | 5,686 | $283K | 0.0% | +69.3% | 0.010% | |
| 2/2/2024 | BIP Wealth LLC | 249,576 | $12.46M | 1.0% | +8.1% | 0.417% | |
| 2/1/2024 | Nicholas Hoffman & Company LLC. | 46,721 | $2.33M | 0.1% | +1.3% | 0.078% | |
| 1/23/2024 | Leavell Investment Management Inc. | 10,090 | $504K | 0.0% | -6.3% | 0.017% | |
| 1/22/2024 | Princeton Global Asset Management LLC | 7,799 | $389K | 0.1% | -2.6% | 0.013% | |
| 1/17/2024 | O Connor Financial Group LLC | 70,216 | $3.51M | 2.2% | +3.6% | 0.117% | |
| 1/3/2024 | EisnerAmper Wealth Management Corporate Benefits LLC | 205,081 | $10.24M | 3.7% | -4.6% | 0.343% | |
| 11/9/2023 | Prime Capital Investment Advisors LLC | 4,483 | $207K | 0.0% | -10.3% | 0.007% | |
| 11/9/2023 | BIP Wealth LLC | 230,935 | $10.68M | 1.0% | +3.2% | 0.386% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 29,621 | $1.37M | 0.0% | -2.7% | 0.050% | |
| 11/6/2023 | Nicholas Hoffman & Company LLC. | 46,137 | $2.13M | 0.2% | +6.2% | 0.077% | |
| 11/4/2023 | NBC Securities Inc. | 3,359 | $155K | 0.0% | N/A | 0.006% | |
| 10/27/2023 | Princeton Global Asset Management LLC | 8,009 | $370K | 0.1% | -36.4% | 0.013% | |
| 10/27/2023 | Whittier Trust Co. of Nevada Inc. | 5,681 | $263K | 0.0% | -19.2% | 0.010% | |
| 10/27/2023 | Whittier Trust Co. | 35,158 | $1.63M | 0.0% | -2.0% | 0.059% | |
| 10/20/2023 | O Connor Financial Group LLC | 67,791 | $3.14M | 2.1% | +5.6% | 0.113% | |
| 10/16/2023 | Leavell Investment Management Inc. | 10,765 | $498K | 0.0% | +36.3% | 0.018% | |
| 9/12/2023 | Farther Finance Advisors LLC | 2,847 | $132K | 0.0% | -7.9% | 0.005% | |
| 8/14/2023 | Boston Family Office LLC | 23,869 | $1.11M | 0.1% | +1.6% | 0.040% | |
| 8/11/2023 | Baird Financial Group Inc. | 77,556 | $3.61M | 0.0% | -11.7% | 0.130% | |
| 8/11/2023 | Lansing Street Advisors | 1,343 | $63K | 0.0% | -67.3% | 0.002% | |
| 8/10/2023 | Trustmark National Bank Trust Department | 27,833 | $1.30M | 0.1% | -66.6% | 0.047% | |
| 8/4/2023 | Princeton Global Asset Management LLC | 12,584 | $586K | 0.2% | -3.5% | 0.021% | |
| 7/27/2023 | BIP Wealth LLC | 223,742 | $10.41M | 0.9% | +14.2% | 0.381% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 1,357 | $63K | 0.0% | +93.3% | 0.002% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 30,455 | $1.42M | 0.0% | -15.2% | 0.052% | |
| 7/19/2023 | Leavell Investment Management Inc. | 7,900 | $368K | 0.0% | +3.1% | 0.013% | |
| 7/18/2023 | Hanson & Doremus Investment Management | 2,070 | $96K | 0.0% | -35.9% | 0.004% | |
| 7/14/2023 | O Connor Financial Group LLC | 64,177 | $2.99M | 2.1% | +7.4% | 0.109% | |
| 7/11/2023 | EisnerAmper Wealth Management Corporate Benefits LLC | 277,838 | $12.93M | 6.2% | -5.0% | 0.473% | |
| 5/15/2023 | Flow Traders U.S. LLC | 81,967 | $3.75M | 0.2% | -45.6% | 0.144% | |
| 5/12/2023 | OLD Mission Capital LLC | 132,760 | $6.08M | 0.1% | +65.0% | 0.234% | |
| 5/10/2023 | BIP Wealth LLC | 195,855 | $8.97M | 1.0% | N/A | 0.345% | |
| 5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 3,888 | $178K | 0.0% | N/A | 0.007% | |
| 5/10/2023 | WealthPLAN Partners LLC | 1,509 | $69K | 0.0% | N/A | 0.003% | |
| 5/9/2023 | Portland Global Advisors LLC | 93,732 | $4.29M | 0.7% | +12.2% | 0.165% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 35,925 | $1.65M | 0.0% | +8.1% | 0.063% | |
| 4/24/2023 | Asset Dedication LLC | 5,786 | $265K | 0.0% | +7.2% | 0.010% | |
| 4/14/2023 | O Connor Financial Group LLC | 59,770 | $2.74M | 2.1% | N/A | 0.105% | |
| 4/13/2023 | Leavell Investment Management Inc. | 7,660 | $351K | 0.0% | +3.2% | 0.013% | |
| 4/4/2023 | EisnerAmper Wealth Management Corporate Benefits LLC | 292,499 | $13.39M | 6.5% | -1.1% | 0.515% | |
| 3/6/2023 | OLD Mission Capital LLC | 80,484 | $3.54M | 0.1% | +92.1% | 0.142% | |
| 2/15/2023 | Flow Traders U.S. LLC | 150,674 | $6.63M | 0.3% | N/A | 0.265% | |
| 2/8/2023 | Prime Capital Investment Advisors LLC | 5,106 | $225K | 0.0% | N/A | 0.009% | |
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| 2/1/2023 | Portland Global Advisors LLC | 83,572 | $3.68M | 0.7% | +2.1% | 0.147% | |
| 2/1/2023 | Janney Montgomery Scott LLC | 33,245 | $1.46M | 0.0% | +28.9% | 0.059% | |
| 1/26/2023 | Boenning & Scattergood Inc. | 16,185 | $863K | 0.1% | N/A | 0.028% | |
| 1/25/2023 | Whittier Trust Co. | 37,396 | $1.65M | 0.0% | +4.1% | 0.066% | |
| 1/19/2023 | Asset Dedication LLC | 5,397 | $238K | 0.0% | +19.2% | 0.010% | |
| 1/18/2023 | Hanson & Doremus Investment Management | 3,386 | $149K | 0.0% | -33.1% | 0.006% | |
| 1/18/2023 | Chemistry Wealth Management LLC | 30,802 | $1.36M | 0.5% | -18.2% | 0.055% | |
| 1/17/2023 | Leavell Investment Management Inc. | 7,420 | $326K | 0.0% | -35.7% | 0.013% | |
| 1/3/2023 | EisnerAmper Wealth Management Corporate Benefits LLC | 295,729 | $13.01M | 6.6% | -0.3% | 0.547% | |
| 11/16/2022 | Almanack Investment Partners LLC. | 2,713 | $108K | 0.0% | N/A | 0.005% | |
