| 2/18/2025 | Fourth Dimension Wealth LLC | 21,566 | $421K | 0.2% | N/A | 0.022% | |
| 2/17/2025 | Baird Financial Group Inc. | 16,139 | $315K | 0.0% | -68.3% | 0.017% | |
| 2/17/2025 | Ameriprise Financial Inc. | 47,085 | $919K | 0.0% | +17.2% | 0.048% | |
| 2/12/2025 | OLD Mission Capital LLC | 54,615 | $1.07M | 0.0% | -44.6% | 0.056% | |
| 2/12/2025 | JPMorgan Chase & Co. | 25,445 | $497K | 0.0% | -36.9% | 0.026% | |
| 2/10/2025 | Farther Finance Advisors LLC | 72,424 | $1.41M | 0.1% | +1.6% | 0.074% | |
| 1/29/2025 | Leavell Investment Management Inc. | 37,995 | $742K | 0.0% | -6.6% | 0.039% | |
| 1/24/2025 | Richardson Financial Services Inc. | 17,611 | $345K | 0.2% | -10.8% | 0.018% | |
| 1/13/2025 | City State Bank | 195,184 | $3.81M | 1.3% | -9.5% | 0.201% | |
| 12/26/2024 | JPMorgan Chase & Co. | 40,350 | $858K | 0.0% | -96.5% | 0.041% | |
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| 11/14/2024 | Captrust Financial Advisors | 12,404 | $264K | 0.0% | N/A | 0.013% | |
| 11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 2,890 | $61K | 0.0% | -55.3% | 0.003% | |
| 11/1/2024 | Leavell Investment Management Inc. | 40,680 | $865K | 0.0% | -12.4% | 0.042% | |
| 10/29/2024 | Farther Finance Advisors LLC | 71,298 | $1.52M | 0.1% | +27.8% | 0.073% | |
| 10/24/2024 | Richardson Financial Services Inc. | 19,751 | $394K | 0.2% | +2.7% | 0.020% | |
| 10/10/2024 | City State Bank | 215,732 | $4.59M | 1.7% | +3.4% | 0.222% | |
| 7/31/2024 | Farther Finance Advisors LLC | 55,772 | $1.10M | 0.1% | +28.0% | 0.057% | |
| 7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 6,461 | $129K | 0.0% | -13.2% | 0.007% | |
| 7/26/2024 | Bank of New York Mellon Corp | 30,234 | $601K | 0.0% | -24.9% | 0.031% | |
| 7/8/2024 | City State Bank | 208,572 | $4.15M | 1.7% | +10.4% | 0.214% | |
| 5/17/2024 | Aspect Partners LLC | 14,777 | $303K | 0.2% | -9.8% | 0.015% | |
| 5/17/2024 | Comerica Bank | 658,593 | $13.50M | 0.1% | +32.0% | 0.677% | |
| 5/4/2024 | Richardson Financial Services Inc. | 19,114 | $392K | 0.3% | +7.4% | 0.020% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 12,391 | $254K | 0.1% | +9.4% | 0.013% | |
| 4/24/2024 | Leavell Investment Management Inc. | 49,297 | $1.01M | 0.1% | -2.3% | 0.051% | |
| 4/11/2024 | City State Bank | 188,954 | $3.87M | 1.7% | +26.1% | 0.231% | |
| 4/3/2024 | Versant Capital Management Inc | 6,792 | $139K | 0.0% | +24.3% | 0.008% | |
| 3/4/2024 | Richardson Financial Services Inc. | 17,802 | $378K | 0.3% | N/A | 0.022% | |
| 2/16/2024 | Aspect Partners LLC | 16,376 | $348K | 0.2% | N/A | 0.020% | |
| 2/1/2024 | NewSquare Capital LLC | 2,844 | $60K | 0.0% | -47.7% | 0.003% | |
| 1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 106,989 | $2.27M | 0.0% | -2.9% | 0.131% | |
| 1/26/2024 | Sandy Spring Bank | 4,324 | $92K | 0.0% | +13.1% | 0.005% | |
| 1/23/2024 | Leavell Investment Management Inc. | 50,477 | $1.07M | 0.1% | -11.2% | 0.062% | |
| 1/18/2024 | Planned Solutions Inc. | 1,280 | $27K | 0.0% | N/A | 0.002% | |
| 1/10/2024 | City State Bank | 149,819 | $3.18M | 1.6% | +0.4% | 0.183% | |
| 1/9/2024 | Versant Capital Management Inc | 5,463 | $116K | 0.0% | -17.6% | 0.007% | |
| 11/9/2023 | USAdvisors Wealth Management LLC | 40,727 | $807K | 0.3% | +2.3% | 0.050% | |
| 11/3/2023 | NewSquare Capital LLC | 5,439 | $108K | 0.0% | -98.5% | 0.007% | |
| 11/2/2023 | Wayfinding Financial LLC | 12,194 | $239K | 0.2% | -4.5% | 0.015% | |
| 10/30/2023 | Sandy Spring Bank | 3,824 | $76K | 0.0% | +35.4% | 0.005% | |
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| 10/24/2023 | Bank of New York Mellon Corp | 70,238 | $1.39M | 0.0% | -36.9% | 0.086% | |
| 10/16/2023 | City State Bank | 149,195 | $2.96M | 1.6% | +11.8% | 0.182% | |
| 10/16/2023 | Leavell Investment Management Inc. | 56,819 | $1.13M | 0.1% | -4.7% | 0.069% | |
| 8/15/2023 | Cahill Financial Advisors Inc. | 12,645 | $268K | 0.0% | +19.7% | 0.015% | |
| 8/9/2023 | Flow Traders U.S. LLC | 14,338 | $303K | 0.0% | N/A | 0.018% | |
| 8/3/2023 | NewSquare Capital LLC | 364,529 | $7.71M | 0.8% | +0.8% | 0.460% | |
| 8/1/2023 | USAdvisors Wealth Management LLC | 39,805 | $841K | 0.4% | +2.0% | 0.050% | |
| 7/31/2023 | Wayfinding Financial LLC | 12,767 | $274K | 0.2% | N/A | 0.016% | |
| 7/24/2023 | Migdal Insurance & Financial Holdings Ltd. | 115,219 | $2.44M | 0.1% | +0.5% | 0.145% | |
| 7/19/2023 | Leavell Investment Management Inc. | 59,610 | $1.26M | 0.1% | -1.8% | 0.075% | |
| 7/10/2023 | City State Bank | 133,390 | $2.82M | 1.5% | +14.1% | 0.168% | |
| 5/12/2023 | Cahill Financial Advisors Inc. | 10,563 | $224K | 0.0% | -6.3% | 0.013% | |
| 5/5/2023 | Assetmark Inc. | 592,187 | $12.57M | 0.1% | +21.2% | 0.748% | |
| 5/1/2023 | NewSquare Capital LLC | 361,700 | $7.68M | 0.9% | N/A | 0.342% | |
| 4/13/2023 | USAdvisors Wealth Management LLC | 39,013 | $828K | 0.4% | +1.3% | 0.037% | |
| 4/13/2023 | Leavell Investment Management Inc. | 60,709 | $1.29M | 0.1% | -0.9% | 0.057% | |
| 4/10/2023 | City State Bank | 116,890 | $2.48M | 1.4% | +23.5% | 0.111% | |
| 2/10/2023 | USAdvisors Wealth Management LLC | 38,520 | $792K | 0.4% | +1.8% | 0.036% | |
| 2/10/2023 | CoreCap Advisors LLC | 3,458 | $71K | 0.0% | N/A | 0.003% | |
| 2/10/2023 | Sandy Spring Bank | 2,824 | $58K | 0.0% | N/A | 0.003% | |
| 2/9/2023 | Sowell Financial Services LLC | 12,172 | $250K | 0.0% | +8.0% | 0.012% | |
| 2/1/2023 | Creative Financial Designs Inc. ADV | 1,528 | $31K | 0.0% | +77.3% | 0.001% | |
| 1/26/2023 | Comerica Bank | 621,148 | $13.28M | 0.1% | N/A | 0.588% | |
| 1/23/2023 | Migdal Insurance & Financial Holdings Ltd. | 114,693 | $2.36M | 0.1% | +4.0% | 0.109% | |
| 1/18/2023 | Private Trust Co. NA | 4,786 | $98K | 0.0% | N/A | 0.005% | |
| 1/17/2023 | Leavell Investment Management Inc. | 61,248 | $1.26M | 0.1% | +31.6% | 0.058% | |
| 1/12/2023 | City State Bank | 94,650 | $1.95M | 1.2% | +3,003.3% | 0.090% | |
| 1/11/2023 | Financial Management Professionals Inc. | 1,297 | $27K | 0.0% | +2,494.0% | 0.001% | |
| 11/23/2022 | FSB Premier Wealth Management Inc. | 25,100 | $476K | 0.3% | +2.8% | 0.024% | |
| 11/15/2022 | Sowell Financial Services LLC | 11,272 | $214K | 0.0% | N/A | 0.011% | |
| 11/15/2022 | USAdvisors Wealth Management LLC | 37,828 | $718K | 0.4% | +2.6% | 0.037% | |
| 11/14/2022 | OLD Mission Capital LLC | 52,943 | $1.00M | 0.0% | N/A | 0.051% | |
| 10/31/2022 | Harbor Advisory Corp MA | 260,551 | $4.94M | 2.3% | -8.7% | 0.253% | |
| 10/24/2022 | City State Bank | 3,050 | $58K | 0.0% | +24.5% | 0.003% | |
| 10/17/2022 | Leavell Investment Management Inc. | 46,549 | $883K | 0.1% | +10.7% | 0.045% | |
| 8/16/2022 | Dravo Bay LLC | 16,678 | $336K | 0.3% | +350.3% | 0.017% | |
| 8/13/2022 | Flow Traders U.S. LLC | 249,821 | $5.11M | 0.3% | +283.1% | 0.252% | |
| 8/11/2022 | CoreCap Advisors LLC | 3,154 | $64K | 0.0% | N/A | 0.003% | |
| 8/3/2022 | Assetmark Inc. | 505,297 | $10.33M | 0.0% | -2.0% | 0.509% | |
| 8/2/2022 | Comerica Bank | 503,750 | $10.10M | 0.1% | N/A | 0.508% | |
| 8/1/2022 | Harbor Advisory Corp MA | 285,468 | $5.84M | 2.6% | -5.6% | 0.288% | |
| 7/29/2022 | Municipal Employees Retirement System of Michigan | 3,224,783 | $65.95M | 1.2% | -41.7% | 3.261% | |
| 7/25/2022 | Meritage Portfolio Management | 21,950 | $449K | 0.0% | -53.8% | 0.022% | |
| 5/13/2022 | Harbor Advisory Corp MA | 302,333 | $6.87M | 2.8% | -0.5% | 0.271% | |
| 5/12/2022 | Raleigh Capital Management Inc. | 46,845 | $1.07M | 0.6% | +10.4% | 0.042% | |
| 5/11/2022 | Patriot Financial Group Insurance Agency LLC | 1,373 | $31K | 0.0% | -47.9% | 0.001% | |
| 5/10/2022 | Dravo Bay LLC | 3,704 | $84K | 0.1% | N/A | 0.003% | |
| 5/5/2022 | Municipal Employees Retirement System of Michigan | 5,528,911 | $125.67M | 1.9% | +8.0% | 4.954% | |
| 5/2/2022 | FSB Premier Wealth Management Inc. | 24,889 | $534K | 0.3% | +5.8% | 0.022% | |
| 5/2/2022 | Migdal Insurance & Financial Holdings Ltd. | 116,310 | $2.64M | 0.0% | -3.2% | 0.112% | |
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| 4/25/2022 | Meritage Portfolio Management | 47,500 | $1.08M | 0.1% | +34.8% | 0.092% | |
| 4/21/2022 | SJA Financial Advisory LLC | 38,029 | $864K | 0.6% | -30.1% | 0.077% | |
| 4/21/2022 | Leavell Investment Management Inc. | 42,373 | $963K | 0.1% | +23.0% | 0.085% | |
| 4/14/2022 | FSB Premier Wealth Management Inc. | 24,895 | $565K | 0.3% | +5.8% | 0.050% | |
| 3/23/2022 | City State Bank | 2,355 | $58K | 0.0% | N/A | 0.005% | |
| 3/11/2022 | City State Bank | 2,450 | $55K | 0.0% | N/A | 0.005% | |
| 2/16/2022 | Municipal Employees Retirement System of Michigan | 5,121,081 | $125.16M | 2.0% | +1.3% | 10.041% | |
| 2/16/2022 | SJA Financial Advisory LLC | 54,427 | $1.33M | 0.9% | N/A | 0.108% | |
| 2/9/2022 | Baird Financial Group Inc. | 24,007 | $586K | 0.0% | -92.5% | 0.048% | |
| 2/8/2022 | Elmwood Wealth Management Inc. | 23,120 | $565K | 0.3% | N/A | 0.046% | |
