| 11/15/2024 | MML Investors Services LLC | 9,809 | $540K | 0.0% | +4.5% | 0.046% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 47,832 | $2.64M | 0.1% | +1.0% | 0.222% | |
| 11/15/2024 | Jane Street Group LLC | 21,234 | $1.17M | 0.0% | -2.2% | 0.099% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 116,871 | $6.45M | 0.0% | -0.8% | 0.544% | |
| 11/15/2024 | Stifel Financial Corp | 166,638 | $9.18M | 0.0% | -0.8% | 0.775% | |
| 11/15/2024 | HighTower Advisors LLC | 172,379 | $9.47M | 0.0% | -24.1% | 0.802% | |
|
| 11/13/2024 | FMR LLC | 13,771 | $759K | 0.0% | -1.5% | 0.064% | |
| 11/13/2024 | Capital Square LLC | 3,990 | $220K | 0.1% | N/A | 0.019% | |
| 11/12/2024 | Meridian Wealth Management LLC | 14,671 | $808K | 0.0% | N/A | 0.068% | |
| 11/12/2024 | Charles Schwab Investment Management Inc. | 4,718,207 | $259.88M | 0.0% | +0.2% | 21.945% | |
| 11/12/2024 | Smithfield Trust Co | 3,850 | $212K | 0.0% | +13.2% | 0.018% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 52,306 | $2.88M | 0.0% | +28.9% | 0.243% | |
| 11/6/2024 | KCM Investment Advisors LLC | 7,544 | $416K | 0.0% | -4.0% | 0.035% | |
| 11/6/2024 | Birchcreek Wealth Management LLC | 15,532 | $856K | 0.6% | -2.8% | 0.072% | |
| 11/6/2024 | Lifeworks Advisors LLC | 26,803 | $1.48M | 0.3% | +14.1% | 0.125% | |
| 11/6/2024 | Main Street Financial Solutions LLC | 22,763 | $1.25M | 0.1% | -1.6% | 0.106% | |
| 11/5/2024 | Savvy Advisors Inc. | 5,207 | $287K | 0.1% | +23.6% | 0.024% | |
| 11/5/2024 | GSA Capital Partners LLP | 5,314 | $293K | 0.0% | +4.0% | 0.025% | |
| 11/5/2024 | Apollon Wealth Management LLC | 8,063 | $444K | 0.0% | +12.9% | 0.038% | |
| 11/4/2024 | Colonial River Investments LLC | 28,274 | $1.56M | 0.8% | +3.3% | 0.132% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 42,162 | $2.32M | 0.1% | +4.8% | 0.196% | |
| 11/4/2024 | Sigma Planning Corp | 14,724 | $811K | 0.0% | +3.6% | 0.068% | |
| 11/1/2024 | Crumly & Associates Inc. | 40,230 | $2.22M | 0.6% | -67.0% | 0.187% | |
| 11/1/2024 | Beckerman Institutional LLC | 23,219 | $1.28M | 1.1% | N/A | 0.108% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 61,793 | $3.40M | 0.0% | -3.3% | 0.287% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,494 | $82K | 0.0% | +8,688.2% | 0.007% | |
| 10/25/2024 | Gimbal Financial | 6,781 | $374K | 0.2% | -74.0% | 0.032% | |
| 10/25/2024 | Integrated Advisors Network LLC | 11,540 | $636K | 0.0% | N/A | 0.054% | |
| 10/24/2024 | Southern Capital Advisors LLC | 77,900 | $4.29M | 2.4% | +6.9% | 0.362% | |
| 10/24/2024 | Smith Salley Wealth Management | 60,349 | $3.32M | 0.2% | +2.5% | 0.281% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,182 | $396K | 0.0% | -11.2% | 0.033% | |
| 10/23/2024 | Yoder Wealth Management Inc. | 60,106 | $3.31M | 2.0% | +9.1% | 0.280% | |
| 10/22/2024 | Private Advisor Group LLC | 4,211 | $232K | 0.0% | -6.1% | 0.020% | |
| 10/16/2024 | Lynch & Associates IN | 24,542 | $1.35M | 0.3% | +4.2% | 0.114% | |
| 10/11/2024 | CX Institutional | 16,648 | $917K | 0.0% | +23.8% | 0.077% | |
| 10/10/2024 | Mechanics Bank Trust Department | 28,077 | $1.55M | 0.2% | -12.0% | 0.131% | |
| 10/9/2024 | Maltin Wealth Management Inc. | 54,343 | $2.99M | 1.5% | +1.4% | 0.253% | |
| 10/2/2024 | American National Bank & Trust | 5,197 | $286K | 0.0% | +10.7% | 0.024% | |
| 9/5/2024 | Sanctuary Advisors LLC | 4,278 | $209K | 0.0% | N/A | 0.020% | |
| 8/22/2024 | Cetera Investment Advisers | 18,428 | $962K | 0.0% | +15.9% | 0.086% | |
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| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,136,172 | $59.34M | 0.1% | -0.3% | 5.285% | |
| 8/16/2024 | Full Sail Capital LLC | 264,007 | $13.79M | 0.9% | -2.1% | 1.228% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 40,585 | $2.12M | 0.0% | +4.6% | 0.189% | |
| 8/13/2024 | AE Wealth Management LLC | 85,524 | $4.47M | 0.0% | +10.5% | 0.398% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 8,252 | $431K | 0.0% | -22.0% | 0.038% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 40,248 | $2.10M | 0.1% | +211.4% | 0.187% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 118,405 | $6.18M | 0.0% | -20.9% | 0.551% | |
| 8/8/2024 | Stonebridge Financial Planning Group LLC | 14,971 | $782K | 0.4% | -2.0% | 0.070% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 23,131 | $1.21M | 0.1% | +1.8% | 0.108% | |
| 8/7/2024 | AGF Management Ltd. | 300,084 | $15.67M | 0.1% | +18.4% | 1.396% | |
| 8/6/2024 | Lynch & Associates IN | 23,552 | $1.23M | 0.3% | +2.7% | 0.110% | |
| 8/3/2024 | Crumly & Associates Inc. | 122,091 | $6.38M | 1.8% | +2.3% | 0.568% | |
| 8/2/2024 | Birchcreek Wealth Management LLC | 15,983 | $835K | 0.5% | -14.3% | 0.074% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 371,542 | $19.41M | 0.0% | +45.3% | 1.728% | |
| 7/30/2024 | Atlas Capital Advisors LLC | 55,427 | $2.90M | 0.4% | +3.3% | 0.258% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 47,379 | $2.48M | 0.0% | -7.7% | 0.220% | |
| 7/26/2024 | Saxony Capital Management LLC | 5,528 | $289K | 0.3% | N/A | 0.026% | |
| 7/25/2024 | New Millennium Group LLC | 528 | $28K | 0.0% | N/A | 0.002% | |
| 7/25/2024 | Independence Bank of Kentucky | 715 | $37K | 0.0% | -33.8% | 0.003% | |
| 7/25/2024 | Southern Capital Advisors LLC | 72,885 | $3.81M | 2.3% | +2.9% | 0.339% | |
| 7/24/2024 | Charter Oak Capital Management LLC | 9,716 | $507K | 0.1% | -11.8% | 0.045% | |
| 7/23/2024 | Atlas Brown Inc. | 9,825 | $513K | 0.2% | +6.3% | 0.046% | |
| 7/23/2024 | American National Bank | 4,696 | $245K | 0.0% | +267.7% | 0.022% | |
| 7/23/2024 | Exchange Capital Management Inc. | 36,657 | $1.92M | 0.3% | -4.2% | 0.170% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 8,089 | $422K | 0.0% | N/A | 0.038% | |
| 7/15/2024 | Fifth Third Securities Inc. | 16,278 | $850K | 0.1% | -1.9% | 0.076% | |
| 7/13/2024 | Mechanics Bank Trust Department | 31,896 | $1.67M | 0.2% | -4.1% | 0.148% | |
| 7/13/2024 | Gimbal Financial | 26,045 | $1.38M | 1.0% | +10.7% | 0.121% | |
| 7/12/2024 | Maltin Wealth Management Inc. | 53,619 | $2.80M | 1.5% | +1.1% | 0.249% | |
| 7/11/2024 | CX Institutional | 13,446 | $702K | 0.0% | +15.2% | 0.063% | |
| 5/29/2024 | Pathway Financial Advisers LLC | 680 | $34K | 0.0% | N/A | 0.003% | |
| 5/29/2024 | Soltis Investment Advisors LLC | 11,691 | $579K | 0.1% | +2.4% | 0.054% | |
| 5/17/2024 | Comerica Bank | 2,203 | $109K | 0.0% | +27.7% | 0.010% | |
| 5/15/2024 | SVB Wealth LLC | 8,501 | $421K | 0.0% | -14.6% | 0.040% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 12,924 | $641K | 0.0% | -16.6% | 0.060% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 47,223 | $2.34M | 0.0% | -34.1% | 0.220% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 5,239 | $260K | 0.0% | -71.4% | 0.024% | |
| 5/7/2024 | Smithfield Trust Co | 3,400 | $169K | 0.0% | +72.2% | 0.016% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 6,395 | $317K | 0.0% | N/A | 0.030% | |
| 5/6/2024 | Advisory Services Network LLC | 73,953 | $3.67M | 0.1% | +190.5% | 0.344% | |
| 5/3/2024 | Southern Capital Advisors LLC | 70,838 | $3.51M | 2.1% | +41.8% | 0.329% | |
| 5/2/2024 | Lincoln National Corp | 53,213 | $2.64M | 0.0% | -8.8% | 0.248% | |
| 5/2/2024 | Comprehensive Wealth Management LLC | 12,535 | $621K | 0.5% | -4.5% | 0.058% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 63,171 | $3.13M | 0.0% | +3.8% | 0.294% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 255,745 | $12.68M | 0.0% | -4.4% | 1.192% | |
| 4/25/2024 | Eudaimonia Partners LLC | 35,386 | $1.75M | 0.4% | -4.0% | 0.165% | |
| 4/25/2024 | Eudaimonia Advisors LLC | 61,958 | $3.07M | 1.6% | +38.9% | 0.289% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 51,346 | $2.55M | 0.0% | -6.1% | 0.239% | |
| 4/24/2024 | Win Advisors Inc. | 59,756 | $2.96M | 1.3% | N/A | 0.279% | |
| 4/23/2024 | Charter Oak Capital Management LLC | 11,022 | $546K | 0.1% | -17.0% | 0.051% | |
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| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 36,856 | $1.83M | 0.0% | -19.3% | 0.172% | |
| 4/19/2024 | Yoder Wealth Management Inc. | 53,687 | $2.66M | 1.7% | +1.8% | 0.250% | |
| 4/18/2024 | Exchange Capital Management Inc. | 38,268 | $1.90M | 0.3% | -1.0% | 0.178% | |
| 4/16/2024 | Independence Bank of Kentucky | 1,080 | $54K | 0.0% | -17.2% | 0.005% | |
| 4/16/2024 | Maltin Wealth Management Inc. | 53,060 | $2.63M | 1.5% | +4.2% | 0.247% | |
| 4/15/2024 | Sunbelt Securities Inc. | 2,349 | $116K | 0.0% | +25.6% | 0.011% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 53,670 | $2.66M | 0.4% | +33.8% | 0.250% | |
| 4/12/2024 | Mechanics Bank Trust Department | 33,265 | $1.65M | 0.2% | -5.5% | 0.179% | |
| 4/10/2024 | American National Bank | 1,277 | $63K | 0.0% | +57.1% | 0.007% | |
| 4/9/2024 | Lynch & Associates IN | 22,927 | $1.14M | 0.3% | +8.2% | 0.123% | |
