| 2/21/2025 | Gould Capital LLC | 95,348 | $2.93M | 2.0% | +4.9% | 0.124% | |
| 2/18/2025 | 10Elms LLP | 11,440 | $352K | 0.4% | N/A | 0.015% | |
| 2/17/2025 | Baird Financial Group Inc. | 197,004 | $6.05M | 0.0% | -7.8% | 0.256% | |
| 2/17/2025 | BNP Paribas Financial Markets | 80,138 | $2.46M | 0.0% | +6,814.4% | 0.104% | |
| 2/17/2025 | Ameriprise Financial Inc. | 3,604,662 | $110.76M | 0.0% | +3.2% | 4.681% | |
| 2/13/2025 | Dean Investment Associates LLC | 272,848 | $8.39M | 1.2% | +0.8% | 0.354% | |
| 2/12/2025 | OLD Mission Capital LLC | 25,378 | $780K | 0.0% | -18.8% | 0.033% | |
| 2/12/2025 | JPMorgan Chase & Co. | 95,268 | $2.93M | 0.0% | +15.7% | 0.124% | |
| 2/11/2025 | TIAA Trust National Association | 860,703 | $26.45M | 0.1% | -53.4% | 1.118% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,600 | $49K | 0.0% | +819.5% | 0.002% | |
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| 2/10/2025 | Liberty Wealth Management LLC | 13,589 | $418K | 0.1% | N/A | 0.018% | |
| 2/10/2025 | Farther Finance Advisors LLC | 76,949 | $2.37M | 0.1% | +26.4% | 0.100% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 14,519 | $446K | 0.0% | N/A | 0.019% | |
| 2/7/2025 | NBT Bank N A NY | 5,270 | $162K | 0.0% | -11.7% | 0.007% | |
| 2/7/2025 | Mount Lucas Management LP | 25,073 | $770K | 0.3% | +3.9% | 0.033% | |
| 2/6/2025 | Ethos Financial Group LLC | 44,592 | $1.37M | 0.2% | +228.0% | 0.058% | |
| 2/6/2025 | Jones Financial Companies Lllp | 112,169 | $3.45M | 0.0% | +3,550.1% | 0.146% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 14,829 | $456K | 0.1% | -46.8% | 0.019% | |
| 2/5/2025 | Providence First Trust Co | 515,318 | $15.84M | 6.0% | +29.4% | 0.669% | |
| 2/5/2025 | Terril Brothers Inc. | 143,960 | $4.42M | 1.3% | -3.1% | 0.187% | |
| 2/5/2025 | Private Trust Co. NA | 11,651 | $358K | 0.0% | -14.4% | 0.015% | |
| 2/4/2025 | Bank of New York Mellon Corp | 18,397 | $565K | 0.0% | -52.0% | 0.024% | |
| 1/30/2025 | L.M. Kohn & Company | 11,685 | $359K | 0.1% | +25.8% | 0.015% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 16,116 | $495K | 0.0% | -7.8% | 0.021% | |
| 1/29/2025 | Equitable Trust Co. | 18,439 | $567K | 0.0% | N/A | 0.024% | |
| 1/29/2025 | MFA Wealth Advisors LLC | 683,921 | $21.02M | 5.4% | +9.4% | 0.888% | |
| 1/28/2025 | Appleton Partners Inc. MA | 435,558 | $13.39M | 1.0% | +109.5% | 0.566% | |
| 1/27/2025 | Caitlin John LLC | 38,015 | $1.17M | 0.8% | -3.9% | 0.049% | |
| 1/23/2025 | Crews Bank & Trust | 49,740 | $1.53M | 0.3% | N/A | 0.065% | |
| 1/22/2025 | Curbstone Financial Management Corp | 1,067,316 | $32.80M | 6.9% | +65.1% | 1.386% | |
| 1/22/2025 | Vantage Investment Partners LLC | 10,365 | $319K | 0.0% | -6.1% | 0.013% | |
| 1/17/2025 | Avior Wealth Management LLC | 18,294 | $562K | 0.0% | -5.1% | 0.024% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 12,734 | $391K | 0.0% | -84.0% | 0.017% | |
| 1/14/2025 | Avity Investment Management Inc. | 91,705 | $2.82M | 0.2% | +296.2% | 0.119% | |
| 1/10/2025 | ST Germain D J Co. Inc. | 83,696 | $2.57M | 0.1% | -13.5% | 0.109% | |
| 12/26/2024 | JPMorgan Chase & Co. | 82,305 | $2.54M | 0.0% | +131.3% | 0.107% | |
| 11/18/2024 | Gould Capital LLC | 90,918 | $2.81M | 1.8% | +4.5% | 0.118% | |
| 11/15/2024 | Dean Investment Associates LLC | 270,693 | $8.35M | 1.1% | +2.2% | 0.352% | |
| 11/14/2024 | L.M. Kohn & Company | 9,290 | $287K | 0.1% | -6.8% | 0.012% | |
| 11/13/2024 | BNP Paribas Financial Markets | 1,159 | $36K | 0.0% | -99.6% | 0.002% | |
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| 11/13/2024 | Private Trust Co. NA | 13,617 | $420K | 0.0% | +33.3% | 0.018% | |
| 11/8/2024 | First Horizon Advisors Inc. | 1,115 | $34K | 0.0% | N/A | 0.001% | |
| 11/8/2024 | Avior Wealth Management LLC | 19,269 | $594K | 0.0% | +4.7% | 0.025% | |
| 11/6/2024 | Mount Lucas Management LP | 24,129 | $744K | 0.3% | +6.9% | 0.031% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 281,178 | $8.67M | 0.1% | -2.4% | 0.365% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 17,480 | $539K | 0.0% | +12.5% | 0.023% | |
| 10/29/2024 | Centennial Bank AR | 4,494 | $139K | 0.1% | N/A | 0.006% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 79,650 | $2.46M | 0.0% | +43.3% | 0.103% | |
| 10/29/2024 | Farther Finance Advisors LLC | 60,900 | $1.88M | 0.1% | +55.9% | 0.079% | |
| 10/24/2024 | Nisa Investment Advisors LLC | 73,100 | $2.26M | 0.0% | -44.4% | 0.095% | |
| 10/24/2024 | Astor Investment Management LLC | 647,929 | $19.99M | 9.6% | +60.3% | 0.841% | |
| 10/18/2024 | ST Germain D J Co. Inc. | 96,811 | $2.99M | 0.1% | -1.3% | 0.126% | |
| 10/15/2024 | NBC Securities Inc. | 31,216 | $963K | 0.1% | -1.3% | 0.041% | |
| 10/8/2024 | Future Financial Wealth Managment LLC | 2,200 | $68K | 0.0% | N/A | 0.003% | |
| 10/3/2024 | Curbstone Financial Management Corp | 646,626 | $19.95M | 4.3% | +3.4% | 0.840% | |
| 10/1/2024 | Appleton Partners Inc. MA | 207,854 | $6.41M | 0.5% | +5.3% | 0.270% | |
| 8/16/2024 | Sunbelt Securities Inc. | 829 | $26K | 0.0% | N/A | 0.001% | |
| 8/9/2024 | Terril Brothers Inc. | 148,915 | $4.59M | 1.6% | -10.9% | 0.193% | |
| 8/9/2024 | Prime Capital Investment Advisors LLC | 287,949 | $8.88M | 0.1% | -2.1% | 0.374% | |
| 8/7/2024 | Liberty Wealth Management LLC | 96,003 | $2.96M | 0.1% | N/A | 0.125% | |
| 8/6/2024 | Mount Lucas Management LP | 22,572 | $696K | 0.2% | -4.2% | 0.029% | |
| 8/1/2024 | TIAA Trust National Association | 3,192,129 | $98.48M | 0.3% | +116.0% | 4.146% | |
| 8/1/2024 | Summit Financial LLC | 7,020 | $217K | 0.0% | N/A | 0.009% | |
| 7/31/2024 | Farther Finance Advisors LLC | 39,064 | $1.20M | 0.1% | +32.9% | 0.051% | |
| 7/30/2024 | Vantage Investment Partners LLC | 11,033 | $340K | 0.0% | -55.2% | 0.014% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 15,533 | $479K | 0.0% | -14.2% | 0.020% | |
| 7/26/2024 | Bank of New York Mellon Corp | 31,647 | $976K | 0.0% | -21.7% | 0.041% | |
| 7/23/2024 | 1620 Investment Advisors Inc. | 838 | $26K | 0.0% | N/A | 0.001% | |
| 7/23/2024 | MFA Wealth Advisors LLC | 735,710 | $22.70M | 5.0% | -5.9% | 0.955% | |
| 7/20/2024 | Nisa Investment Advisors LLC | 131,500 | $4.06M | 0.0% | N/A | 0.171% | |
| 7/11/2024 | Manning & Napier Advisors LLC | 567,445 | $17.51M | 0.2% | N/A | 0.737% | |
| 7/10/2024 | NBC Securities Inc. | 31,638 | $976K | 0.1% | -1.5% | 0.041% | |
| 7/8/2024 | ST Germain D J Co. Inc. | 98,071 | $3.03M | 0.1% | -3.3% | 0.127% | |
| 7/3/2024 | Curbstone Financial Management Corp | 625,126 | $19.29M | 4.2% | +3.9% | 0.812% | |
| 5/17/2024 | Comerica Bank | 11,464 | $353K | 0.0% | -56.8% | 0.015% | |
| 5/13/2024 | Windham Capital Management LLC | 13,407 | $413K | 0.3% | +3.8% | 0.017% | |
| 5/13/2024 | Penobscot Investment Management Company Inc. | 280,666 | $8.65M | 0.9% | +4.8% | 0.365% | |
| 5/10/2024 | TIAA Trust National Association | 1,478,057 | $45.55M | 0.1% | -19.1% | 1.920% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 46,921 | $1.45M | 0.0% | N/A | 0.062% | |
| 5/1/2024 | BNP Paribas Financial Markets | 57,917 | $1.79M | 0.0% | N/A | 0.076% | |
| 4/25/2024 | Triumph Capital Management | 12,182 | $376K | 0.2% | -18.9% | 0.016% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 18,108 | $558K | 0.0% | +2.6% | 0.024% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 19,318 | $596K | 0.0% | +5.2% | 0.025% | |
| 4/15/2024 | Future Financial Wealth Managment LLC | 2,200 | $68K | 0.1% | N/A | 0.003% | |
| 4/9/2024 | Curbstone Financial Management Corp | 601,712 | $18.55M | 4.0% | +2.3% | 0.763% | |
| 4/5/2024 | NBC Securities Inc. | 32,131 | $991K | 0.1% | -2.0% | 0.041% | |
| 4/2/2024 | ST Germain D J Co. Inc. | 101,426 | $3.13M | 0.2% | -2.0% | 0.129% | |
| 4/1/2024 | Appleton Partners Inc. MA | 197,178 | $6.08M | 0.5% | -3.5% | 0.250% | |
| 2/20/2024 | Able Wealth Management LLC | 7,654 | $234K | 0.2% | N/A | 0.010% | |
| 2/12/2024 | Fiduciary Trust Co | 31,623 | $967K | 0.0% | +19.1% | 0.040% | |
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| 2/9/2024 | Nations Financial Group Inc. IA ADV | 17,653 | $540K | 0.1% | +11.4% | 0.022% | |
| 2/8/2024 | Rock Point Advisors LLC | 17,995 | $550K | 0.2% | -24.9% | 0.023% | |
| 2/7/2024 | NBC Securities Inc. | 32,801 | $1.00M | 0.1% | -24.5% | 0.042% | |
| 2/7/2024 | AGF Management Ltd. | 13,780 | $422K | 0.0% | -10.3% | 0.017% | |
| 2/7/2024 | Ethos Financial Group LLC | 8,015 | $245K | 0.1% | N/A | 0.010% | |
| 2/5/2024 | Triumph Capital Management | 15,021 | $459K | 0.2% | -22.2% | 0.019% | |
| 2/5/2024 | Penobscot Investment Management Company Inc. | 267,766 | $8.19M | 1.0% | +0.1% | 0.339% | |
| 2/5/2024 | Fernwood Investment Management LLC | 32,000 | $979K | 0.2% | -20.0% | 0.041% | |
| 2/2/2024 | Terril Brothers Inc. | 191,540 | $5.86M | 2.1% | -3.2% | 0.243% | |
| 2/1/2024 | NewSquare Capital LLC | 231,321 | $7.08M | 0.7% | -2.4% | 0.293% | |
