| 11/15/2024 | MML Investors Services LLC | 24,629 | $1.53M | 0.0% | +80.9% | 0.432% | |
| 11/15/2024 | Jane Street Group LLC | 11,840 | $737K | 0.0% | -54.8% | 0.208% | |
| 11/14/2024 | Flow Traders U.S. LLC | 3,764 | $234K | 0.0% | -72.5% | 0.066% | |
| 11/5/2024 | Missouri Trust & Investment Co | 36,993 | $2.30M | 0.8% | -3.5% | 0.649% | |
| 11/1/2024 | Assetmark Inc. | 1,933 | $120K | 0.0% | -9.0% | 0.034% | |
| 10/30/2024 | Hanlon Investment Management Inc. | 8,347 | $520K | 0.1% | +22.5% | 0.146% | |
|
| 10/29/2024 | Forum Financial Management LP | 3,259 | $203K | 0.0% | N/A | 0.057% | |
| 10/29/2024 | Farther Finance Advisors LLC | 2,671 | $166K | 0.0% | -20.7% | 0.047% | |
| 10/28/2024 | Hills Bank & Trust Co | 172,627 | $10.75M | 0.8% | +0.4% | 3.029% | |
| 10/24/2024 | Bristlecone Advisors LLC | 28,578 | $1.78M | 0.1% | +12.4% | 0.501% | |
| 10/15/2024 | PFG Advisors | 39,659 | $2.47M | 0.2% | +12.4% | 0.696% | |
| 10/11/2024 | Grove Bank & Trust | 3,431 | $214K | 0.0% | N/A | 0.060% | |
| 10/9/2024 | Fermata Advisors LLC | 17,472 | $1.09M | 0.2% | +5.3% | 0.307% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 171,355 | $10.67M | 0.3% | +5.4% | 3.006% | |
| 10/2/2024 | Boltwood Capital Management | 70,696 | $4.40M | 1.3% | +0.9% | 1.240% | |
| 10/1/2024 | Park National Corp OH | 25,734 | $1.60M | 0.1% | +25.1% | 0.451% | |
| 8/22/2024 | Cetera Investment Advisers | 18,636 | $1.02M | 0.0% | -2.5% | 0.327% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 20,612 | $1.13M | 0.0% | +1.2% | 0.362% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 116,792 | $6.38M | 0.0% | -1.7% | 2.049% | |
| 8/8/2024 | PFG Advisors | 35,272 | $1.93M | 0.1% | +33.8% | 0.619% | |
| 8/7/2024 | Studio Investment Management LLC | 19,433 | $1.06M | 0.2% | +14.5% | 0.341% | |
| 7/31/2024 | NBT Bank N A NY | 14,089 | $769K | 0.1% | -4.5% | 0.247% | |
| 7/26/2024 | Bristlecone Advisors LLC | 25,417 | $1.39M | 0.1% | +44.5% | 0.446% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 31,451 | $1.72M | 0.0% | +0.6% | 0.552% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 162,501 | $8.87M | 0.3% | -11.6% | 2.851% | |
| 7/13/2024 | Fermata Advisors LLC | 16,589 | $906K | 0.2% | -1.4% | 0.291% | |
| 7/8/2024 | Boltwood Capital Management | 70,057 | $3.82M | 1.2% | -3.4% | 1.229% | |
| 5/24/2024 | Cetera Advisors LLC | 6,631 | $377K | 0.0% | N/A | 0.116% | |
| 5/7/2024 | PFG Advisors | 26,360 | $1.50M | 0.1% | +9.0% | 0.471% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 31,266 | $1.78M | 0.0% | +15.4% | 0.558% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 6,779 | $385K | 0.1% | +3.1% | 0.121% | |
| 4/24/2024 | NBT Bank N A NY | 14,749 | $838K | 0.1% | +9.0% | 0.263% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 183,893 | $10.45M | 0.4% | +7.6% | 3.143% | |
| 4/4/2024 | Boltwood Capital Management | 72,500 | $4.12M | 1.3% | +8.5% | 1.239% | |
| 4/1/2024 | Park National Corp OH | 20,611 | $1.17M | 0.0% | +2.8% | 0.352% | |
| 2/16/2024 | Studio Investment Management LLC | 14,299 | $798K | 0.2% | +45.4% | 0.244% | |
| 2/13/2024 | Northern Trust Corp | 3,535,804 | $197.22M | 0.0% | +8.7% | 60.441% | |
| 2/9/2024 | Seven Mile Advisory | 4,043 | $226K | 0.2% | N/A | 0.069% | |
| 2/9/2024 | Hanlon Investment Management Inc. | 6,572 | $367K | 0.1% | -19.3% | 0.112% | |
| 2/8/2024 | Missouri Trust & Investment Co | 34,348 | $1.92M | 0.8% | -12.8% | 0.587% | |
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| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 27,094 | $1.51M | 0.0% | -3.1% | 0.463% | |
| 1/25/2024 | Bristlecone Advisors LLC | 17,396 | $970K | 0.1% | -12.0% | 0.297% | |
| 1/19/2024 | Fermata Advisors LLC | 16,798 | $937K | 0.2% | +6.5% | 0.287% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 170,844 | $9.33M | 0.3% | +35.4% | 2.920% | |
| 1/10/2024 | Sound Income Strategies LLC | 736 | $41K | 0.0% | N/A | 0.013% | |
| 1/5/2024 | Boltwood Capital Management | 66,811 | $3.73M | 1.2% | +4.3% | 1.142% | |
| 1/2/2024 | Park National Corp OH | 20,051 | $1.12M | 0.0% | +1.3% | 0.343% | |
| 12/6/2023 | Citigroup Inc. | 2,910 | $142K | 0.0% | +22.0% | 0.050% | |
| 11/16/2023 | Studio Investment Management LLC | 9,832 | $481K | 0.1% | +152.2% | 0.168% | |
| 11/13/2023 | Northern Trust Corp | 3,253,462 | $159.17M | 0.0% | -3.5% | 55.615% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 117,739 | $5.76M | 0.0% | -15.5% | 2.013% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 27,958 | $1.37M | 0.0% | N/A | 0.478% | |
| 11/9/2023 | ESL Trust Services LLC | 530,660 | $25.96M | 8.3% | +2.2% | 9.071% | |
| 11/7/2023 | Fermata Advisors LLC | 15,778 | $772K | 0.2% | +6.2% | 0.270% | |
| 11/6/2023 | Forum Financial Management LP | 4,229 | $207K | 0.0% | -5.2% | 0.072% | |
| 10/26/2023 | NBT Bank N A NY | 12,415 | $607K | 0.1% | -10.5% | 0.212% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 12,528 | $613K | 0.0% | -46.6% | 0.214% | |
| 10/13/2023 | PFG Advisors | 23,994 | $1.17M | 0.1% | +22.3% | 0.410% | |
| 10/11/2023 | Dynamic Advisor Solutions LLC | 126,191 | $6.17M | 0.3% | +23.6% | 2.157% | |
| 10/10/2023 | Boltwood Capital Management | 64,056 | $3.13M | 1.2% | +9.1% | 1.095% | |
| 10/2/2023 | Park National Corp OH | 19,789 | $968K | 0.0% | -1.2% | 0.338% | |
| 8/11/2023 | Missouri Trust & Investment Co | 29,503 | $1.57M | 0.9% | +2.7% | 0.504% | |
| 8/11/2023 | Northern Trust Corp | 3,369,744 | $178.73M | 0.0% | -3.0% | 57.602% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 13,721 | $728K | 0.0% | -3.1% | 0.235% | |
| 8/10/2023 | Cetera Investment Advisers | 6,906 | $366K | 0.0% | +4.6% | 0.118% | |
| 8/8/2023 | Hanlon Investment Management Inc. | 8,236 | $437K | 0.1% | +25.0% | 0.141% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 139,347 | $7.39M | 0.0% | +21.5% | 2.382% | |
| 8/3/2023 | Dynamic Advisor Solutions LLC | 102,130 | $5.42M | 0.3% | +90.8% | 1.746% | |
| 8/3/2023 | Bank of New York Mellon Corp | 36,317 | $1.93M | 0.0% | -10.5% | 0.621% | |
| 8/3/2023 | Bristlecone Advisors LLC | 22,765 | $1.21M | 0.1% | -17.4% | 0.389% | |
| 7/31/2023 | LPL Financial LLC | 17,381 | $922K | 0.0% | -13.8% | 0.297% | |
| 7/26/2023 | Forum Financial Management LP | 4,459 | $237K | 0.0% | N/A | 0.076% | |
| 7/24/2023 | Fermata Advisors LLC | 14,855 | $789K | 0.7% | N/A | 0.254% | |
| 7/20/2023 | PFG Advisors | 19,617 | $1.04M | 0.1% | +22.2% | 0.335% | |
| 7/6/2023 | Boltwood Capital Management | 58,738 | $3.12M | 1.1% | +5.5% | 0.963% | |
| 7/3/2023 | Park National Corp OH | 20,038 | $1.06M | 0.0% | +2.8% | 0.328% | |
| 5/15/2023 | Missouri Trust & Investment Co | 28,720 | $1.52M | 1.0% | +6.6% | 0.463% | |
| 5/11/2023 | Bristlecone Advisors LLC | 27,547 | $1.46M | 0.2% | -4.9% | 0.444% | |
| 5/9/2023 | Hanlon Investment Management Inc. | 6,589 | $349K | 0.1% | +23.1% | 0.106% | |
| 5/5/2023 | Assetmark Inc. | 1,687 | $89K | 0.0% | +80.6% | 0.027% | |
| 5/5/2023 | Colonial River Wealth Management LLC | 7,200 | $382K | 0.2% | N/A | 0.116% | |
| 5/4/2023 | Wealthcare Advisory Partners LLC | 6,509 | $345K | 0.0% | +31.6% | 0.105% | |
| 5/4/2023 | ZRC Wealth Management LLC | 623 | $33K | 0.0% | N/A | 0.010% | |
| 4/21/2023 | PFG Advisors | 16,059 | $851K | 0.1% | N/A | 0.259% | |
| 4/19/2023 | CENTRAL TRUST Co | 1,800 | $95K | 0.0% | +125.0% | 0.029% | |
| 4/4/2023 | Boltwood Capital Management | 55,653 | $2.95M | 1.1% | +8.0% | 0.898% | |
| 3/6/2023 | OLD Mission Capital LLC | 472 | $25K | 0.0% | N/A | 0.007% | |
| 2/14/2023 | Bristlecone Advisors LLC | 28,975 | $1.53M | 0.2% | -9.5% | 0.460% | |
| 2/13/2023 | Wealthcare Advisory Partners LLC | 4,947 | $260K | 0.0% | N/A | 0.079% | |
| 2/10/2023 | NBT Bank N A NY | 13,755 | $724K | 0.1% | +37.1% | 0.218% | |
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| 2/10/2023 | Assetmark Inc. | 934 | $49K | 0.0% | +46,600.0% | 0.015% | |
| 2/10/2023 | Missouri Trust & Investment Co | 26,950 | $1.42M | 0.9% | -1.4% | 0.428% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 19,412 | $1.02M | 0.0% | +145.7% | 0.308% | |
| 2/7/2023 | LPL Financial LLC | 19,269 | $1.01M | 0.0% | -11.0% | 0.306% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 104,273 | $5.49M | 0.0% | +52.9% | 1.655% | |
| 2/6/2023 | Park National Corp OH | 19,589 | $1.03M | 0.0% | +7.7% | 0.311% | |
| 1/26/2023 | CENTRAL TRUST Co | 800 | $42K | 0.0% | N/A | 0.013% | |
| 1/25/2023 | Hanlon Investment Management Inc. | 5,354 | $282K | 0.1% | +28.0% | 0.085% | |
| 1/13/2023 | Dynamic Advisor Solutions LLC | 24,365 | $1.28M | 0.1% | N/A | 0.387% | |
| 1/6/2023 | Boltwood Capital Management | 51,549 | $2.71M | 1.1% | +29.5% | 0.818% | |
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