| 8/15/2025 | Captrust Financial Advisors | 2,623 | $260K | 0.0% | -17.6% | 0.017% | |
| 8/15/2025 | Ameriprise Financial Inc. | 6,771 | $671K | 0.0% | -5.3% | 0.044% | |
| 8/13/2025 | Flow Traders U.S. LLC | 9,209 | $913K | 0.0% | N/A | 0.060% | |
| 8/13/2025 | Crescent Grove Advisors LLC | 4,043 | $401K | 0.0% | +17.0% | 0.027% | |
| 8/12/2025 | JPMorgan Chase & Co. | 498,781 | $49.44M | 0.0% | +1,626.3% | 3.271% | |
| 8/4/2025 | Arkadios Wealth Advisors | 388,029 | $38.46M | 1.1% | +6.1% | 2.544% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 14,165 | $1.40M | 0.1% | +109.7% | 0.093% | |
| 7/28/2025 | Davidson Investment Advisors | 197,975 | $19.62M | 0.9% | +3.1% | 1.298% | |
| 7/21/2025 | Crews Bank & Trust | 162,220 | $16.08M | 2.5% | +5.0% | 1.064% | |
| 7/11/2025 | Farther Finance Advisors LLC | 32,780 | $3.25M | 0.1% | +0.5% | 0.216% | |
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| 7/9/2025 | Lbmc Investment Advisors LLC | 8,400 | $833K | 0.1% | N/A | 0.055% | |
| 5/16/2025 | Jones Financial Companies Lllp | 350 | $33K | 0.0% | -58.6% | 0.002% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 7,978 | $747K | 0.1% | +7.4% | 0.053% | |
| 5/16/2025 | NewEdge Advisors LLC | 6,724 | $629K | 0.0% | +12.0% | 0.045% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 9,422 | $882K | 0.1% | N/A | 0.063% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 475 | $45K | 0.0% | N/A | 0.003% | |
| 5/8/2025 | Arkadios Wealth Advisors | 365,580 | $34.22M | 1.3% | +2.7% | 2.429% | |
| 5/8/2025 | Walled Lake Planning & Wealth Management LLC | 12,769 | $1.20M | 0.4% | -8.6% | 0.085% | |
| 4/30/2025 | Davidson Investment Advisors | 191,947 | $17.96M | 0.9% | -5.8% | 1.275% | |
| 4/24/2025 | Sunbelt Securities Inc. | 45,083 | $4.22M | 0.4% | -15.7% | 0.345% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 3,457 | $324K | 0.0% | +30.0% | 0.026% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 6,755 | $632K | 0.0% | +54.7% | 0.052% | |
| 4/22/2025 | Crews Bank & Trust | 154,518 | $14.46M | 2.5% | +2.9% | 1.184% | |
| 4/14/2025 | Farther Finance Advisors LLC | 32,624 | $3.06M | 0.1% | +14.5% | 0.250% | |
| 2/18/2025 | Sunbelt Securities Inc. | 53,503 | $5.10M | 0.4% | +42.3% | 0.641% | |
| 2/17/2025 | Captrust Financial Advisors | 3,493 | $333K | 0.0% | +18.7% | 0.042% | |
| 2/14/2025 | Syon Capital LLC | 3,951 | $377K | 0.0% | N/A | 0.047% | |
| 2/12/2025 | Walled Lake Planning & Wealth Management LLC | 13,973 | $1.33M | 0.5% | -10.5% | 0.167% | |
| 2/12/2025 | JPMorgan Chase & Co. | 27,389 | $2.61M | 0.0% | +14.5% | 0.328% | |
| 2/11/2025 | Goodman Financial Corp | 9,773 | $932K | 0.2% | N/A | 0.117% | |
| 2/10/2025 | Farther Finance Advisors LLC | 28,494 | $2.72M | 0.1% | +12.0% | 0.341% | |
| 2/6/2025 | Jones Financial Companies Lllp | 845 | $81K | 0.0% | +135.4% | 0.010% | |
| 2/3/2025 | Transcend Capital Advisors LLC | 4,366 | $416K | 0.0% | +35.1% | 0.052% | |
| 1/31/2025 | Davidson Investment Advisors | 203,831 | $19.44M | 0.9% | -3.3% | 2.441% | |
| 1/23/2025 | Crews Bank & Trust | 150,193 | $14.32M | 2.4% | N/A | 1.799% | |
| 1/21/2025 | Crescent Grove Advisors LLC | 2,660 | $254K | 0.0% | N/A | 0.032% | |
| 1/15/2025 | Arkadios Wealth Advisors | 356,049 | $33.95M | 1.9% | +8.8% | 4.264% | |
| 12/26/2024 | JPMorgan Chase & Co. | 23,919 | $2.29M | 0.0% | +16.7% | 0.286% | |
| 11/18/2024 | Sunbelt Securities Inc. | 37,590 | $3.60M | 0.4% | +10.3% | 0.450% | |
| 11/14/2024 | Captrust Financial Advisors | 2,943 | $282K | 0.0% | +22.9% | 0.035% | |
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| 11/5/2024 | Prime Capital Investment Advisors LLC | 2,273 | $218K | 0.0% | N/A | 0.027% | |
| 10/29/2024 | Farther Finance Advisors LLC | 25,448 | $2.44M | 0.1% | +24.6% | 0.305% | |
| 10/24/2024 | Arkadios Wealth Advisors | 327,385 | $31.34M | 1.8% | +5.0% | 3.921% | |
| 10/18/2024 | Riverview Trust Co | 475 | $45K | 0.0% | N/A | 0.006% | |
| 8/16/2024 | Sunbelt Securities Inc. | 34,074 | $3.01M | 0.3% | +9.9% | 0.408% | |
| 7/31/2024 | Davidson Investment Advisors | 306,707 | $27.07M | 1.4% | +3.8% | 3.673% | |
| 7/31/2024 | Farther Finance Advisors LLC | 20,417 | $1.79M | 0.1% | +26.4% | 0.245% | |
| 7/29/2024 | Arkadios Wealth Advisors | 311,808 | $27.52M | 1.9% | +3.6% | 3.734% | |
| 4/30/2024 | Arkadios Wealth Advisors | 300,878 | $27.38M | 2.1% | +2.3% | 3.603% | |
| 4/15/2024 | Sunbelt Securities Inc. | 30,996 | $2.82M | 0.3% | -4.3% | 0.484% | |
| 4/11/2024 | Bangor Savings Bank | 11,431 | $1.04M | 0.1% | +94.0% | 0.179% | |
| 2/13/2024 | Walled Lake Planning & Wealth Management LLC | 113,772 | $9.61M | 4.5% | +4.6% | 1.778% | |
| 2/12/2024 | Parallel Advisors LLC | 12,055 | $1.02M | 0.0% | +9.0% | 0.188% | |
| 2/9/2024 | Cassady Schiller Wealth Management LLC | 1,420 | $120K | 0.1% | +49.5% | 0.022% | |
| 2/5/2024 | Transcend Capital Advisors LLC | 2,586 | $218K | 0.0% | N/A | 0.040% | |
| 1/24/2024 | Cubic Asset Management LLC | 2,400 | $203K | 0.1% | N/A | 0.038% | |
| 1/24/2024 | Arkadios Wealth Advisors | 294,199 | $24.84M | 2.1% | +7.7% | 4.597% | |
| 12/11/2023 | Sunbelt Securities Inc. | 33,018 | $2.48M | 0.3% | +0.8% | 0.516% | |
| 12/8/2023 | Palladiem LLC | 88,170 | $6.63M | 7.2% | -1.1% | 1.378% | |
| 11/9/2023 | Davidson Investment Advisors | 237,736 | $17.88M | 1.1% | +14.1% | 3.715% | |
| 11/4/2023 | NBC Securities Inc. | 445 | $33K | 0.0% | N/A | 0.007% | |
| 11/4/2023 | Column Capital Advisors LLC | 2,999 | $226K | 0.0% | +20.3% | 0.047% | |
| 10/13/2023 | Arkadios Wealth Advisors | 273,153 | $20.54M | 1.9% | +61.1% | 4.268% | |
| 8/11/2023 | Davidson Investment Advisors | 208,339 | $16.42M | 1.0% | +16.6% | 3.255% | |
| 8/9/2023 | Flow Traders U.S. LLC | 19,125 | $1.51M | 0.1% | N/A | 0.299% | |
| 8/4/2023 | Parallel Advisors LLC | 11,821 | $932K | 0.0% | -45.4% | 0.215% | |
| 7/13/2023 | Crescent Grove Advisors LLC | 8,641 | $681K | 0.1% | +3.9% | 0.157% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 4,085 | $322K | 0.0% | -85.4% | 0.074% | |
| 5/17/2023 | Sunbelt Securities Inc. | 32,654 | $2.43M | 0.4% | +8.2% | 0.502% | |
| 5/12/2023 | Walled Lake Planning & Wealth Management LLC | 65,816 | $4.97M | 2.6% | -1.2% | 1.013% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 28,006 | $2.12M | 0.0% | +346.2% | 0.431% | |
| 5/3/2023 | Crescent Grove Advisors LLC | 8,314 | $628K | 0.1% | +37.6% | 0.128% | |
| 5/2/2023 | Davidson Investment Advisors | 178,732 | $13.50M | 0.9% | +27.2% | 2.750% | |
| 5/2/2023 | Arkadios Wealth Advisors | 165,053 | $12.47M | 1.5% | +16.8% | 2.539% | |
| 4/25/2023 | Parallel Advisors LLC | 21,655 | $1.64M | 0.1% | -6.5% | 0.333% | |
| 2/8/2023 | InterOcean Capital Group LLC | 10,976 | $801K | 0.0% | N/A | 0.169% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 6,276 | $458K | 0.0% | +35.1% | 0.097% | |
| 2/6/2023 | Column Capital Advisors LLC | 2,493 | $182K | 0.0% | +20.7% | 0.038% | |
| 2/6/2023 | Parallel Advisors LLC | 23,158 | $1.69M | 0.1% | +34.6% | 0.356% | |
| 2/2/2023 | Davidson Investment Advisors | 140,518 | $10.25M | 0.8% | +12.5% | 2.162% | |
| 1/26/2023 | Strategic Blueprint LLC | 12,600 | $919K | 0.1% | N/A | 0.194% | |
| 1/12/2023 | Crescent Grove Advisors LLC | 6,040 | $441K | 0.0% | N/A | 0.109% | |
| 1/11/2023 | Arkadios Wealth Advisors | 141,337 | $10.31M | 1.4% | +24.9% | 2.547% | |
| 1/10/2023 | Norway Savings Bank | 21,768 | $1.59M | 0.8% | +1.5% | 0.392% | |
| 11/14/2022 | Elmwood Wealth Management Inc. | 15,730 | $1.05M | 0.5% | +2.7% | 0.281% | |
| 11/7/2022 | Davidson Investment Advisors | 124,944 | $8.35M | 0.7% | +39.9% | 2.231% | |
| 10/21/2022 | Arkadios Wealth Advisors | 113,127 | $7.56M | 1.1% | +11.8% | 2.038% | |
| 10/19/2022 | Saxon Interests Inc. | 3,279 | $233K | 0.1% | -59.5% | 0.059% | |
| 10/18/2022 | Norway Savings Bank | 21,443 | $1.43M | 0.8% | +2.1% | 0.390% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 4,647 | $310K | 0.0% | +13.6% | 0.084% | |
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| 8/11/2022 | WESCAP Management Group Inc. | 11,984 | $846K | 0.3% | -43.6% | 0.216% | |
| 8/3/2022 | Assetmark Inc. | 17,756 | $1.25M | 0.0% | -14.1% | 0.320% | |
| 7/27/2022 | Davidson Investment Advisors | 89,301 | $6.31M | 0.5% | -8.2% | 1.567% | |
| 7/26/2022 | Legal Advantage Investments Inc. | 10,308 | $728K | 0.7% | N/A | 0.181% | |
| 7/25/2022 | Saxon Interests Inc. | 8,097 | $572K | 0.3% | N/A | 0.142% | |
| 7/15/2022 | Norway Savings Bank | 21,003 | $1.48M | 0.8% | -2.2% | 0.375% | |
| 7/14/2022 | Arkadios Wealth Advisors | 101,223 | $7.15M | 1.1% | +23.1% | 1.808% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 4,090 | $289K | 0.0% | -19.6% | 0.073% | |
| 7/12/2022 | Elmwood Wealth Management Inc. | 15,315 | $1.08M | 0.6% | +33.8% | 0.273% | |
| 5/16/2022 | Astor Investment Management LLC | 115,931 | $9.83M | 2.3% | -31.9% | 2.089% | |
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