| 8/15/2025 | Zuckerman Investment Group LLC | 16,426 | $772K | 0.1% | +8.0% | 0.269% | |
| 8/15/2025 | WFA of San Diego LLC | 19,922 | $936K | 0.7% | N/A | 0.327% | |
| 8/15/2025 | Benjamin Edwards Inc. | 308,926 | $14.52M | 0.2% | -83.0% | 5.064% | |
| 8/15/2025 | Bank of America Corp DE | 3,392 | $159K | 0.0% | +12.2% | 0.056% | |
| 8/14/2025 | Raymond James Financial Inc. | 10,977 | $516K | 0.0% | N/A | 0.180% | |
| 8/12/2025 | Bank Julius Baer & Co. Ltd Zurich | 274,526 | $12.90M | 0.2% | +25.4% | 4.500% | |
| 8/8/2025 | Cetera Investment Advisers | 75,508 | $3.55M | 0.0% | -8.1% | 1.258% | |
| 8/5/2025 | Arrowroot Family Office LLC | 17,363 | $816K | 0.4% | N/A | 0.289% | |
| 8/4/2025 | Atria Investments Inc | 4,273 | $201K | 0.0% | -89.7% | 0.071% | |
| 8/1/2025 | Zhang Financial LLC | 4,314 | $203K | 0.0% | N/A | 0.072% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 119,540 | $5.62M | 0.0% | -13.0% | 1.992% | |
| 7/30/2025 | Nottingham Advisors Inc. | 36,543 | $1.72M | 0.3% | +3.9% | 0.609% | |
| 7/29/2025 | Swmg LLC | 9,604 | $450K | 0.2% | -16.0% | 0.160% | |
| 7/28/2025 | Mutual Advisors LLC | 16,666 | $780K | 0.0% | +10.0% | 0.278% | |
| 7/28/2025 | RMR Capital Management LLC | 18,121 | $852K | 0.6% | +2.8% | 0.302% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 59,879 | $2.81M | 0.0% | -13.0% | 1.302% | |
| 7/15/2025 | Sheets Smith Wealth Management | 9,490 | $446K | 0.1% | -17.4% | 0.206% | |
| 7/11/2025 | Farther Finance Advisors LLC | 17,491 | $822K | 0.0% | -17.3% | 0.380% | |
| 7/1/2025 | Confluence Investment Management LLC | 79,826 | $3.75M | 0.1% | -89.4% | 1.754% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 10,929 | $505K | 0.0% | +61.7% | 0.240% | |
| 5/14/2025 | Comerica Bank | 16,024 | $740K | 0.0% | -7.6% | 0.352% | |
| 5/14/2025 | Laffer Tengler Investments Inc. | 20,012 | $925K | 0.2% | +48.5% | 0.440% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 9,102 | $421K | 0.0% | +100.0% | 0.200% | |
| 5/14/2025 | Andina Capital Management LLC | 52,513 | $2.43M | 1.7% | -1.9% | 1.154% | |
| 5/12/2025 | Benjamin Edwards Inc. | 1,821,330 | $84.16M | 1.2% | +2.7% | 40.029% | |
| 5/7/2025 | LPL Financial LLC | 30,340 | $1.40M | 0.0% | +5.8% | 0.667% | |
| 5/7/2025 | Municipal Employees Retirement System of Michigan | 38,566 | $1.78M | 0.0% | -11.8% | 0.848% | |
| 5/6/2025 | Cetera Investment Advisers | 82,167 | $3.80M | 0.0% | +180.6% | 1.806% | |
| 5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 218,948 | $10.12M | 0.0% | +1.2% | 4.812% | |
| 5/5/2025 | IFP Advisors Inc | 2,500 | $116K | 0.0% | -28.6% | 0.055% | |
| 5/2/2025 | Victory Capital Management Inc. | 321,500 | $14.86M | 0.0% | -2.7% | 7.066% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 137,390 | $6.35M | 0.0% | +19.7% | 3.020% | |
| 4/29/2025 | Bank of New York Mellon Corp | 11,954 | $552K | 0.0% | -13.3% | 0.263% | |
| 4/28/2025 | Mutual Advisors LLC | 15,147 | $698K | 0.0% | -37.5% | 0.177% | |
| 4/28/2025 | Swmg LLC | 11,438 | $527K | 0.2% | -54.3% | 0.134% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 68,861 | $3.18M | 0.0% | +30.7% | 0.805% | |
| 4/17/2025 | North Star Investment Management Corp. | 554 | $26K | 0.0% | N/A | 0.006% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 12,639 | $568K | 0.1% | +6.0% | 0.148% | |
| 4/14/2025 | Farther Finance Advisors LLC | 21,147 | $975K | 0.0% | -11.0% | 0.247% | |
| 4/10/2025 | Heritage Family Offices LLP | 15,232 | $704K | 0.4% | +41.9% | 0.178% | |
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| 4/9/2025 | NBC Securities Inc. | 1,382 | $63K | 0.0% | +138,100.0% | 0.016% | |
| 4/1/2025 | Confluence Investment Management LLC | 752,841 | $34.79M | 0.5% | +2.0% | 8.805% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 6,758 | $311K | 0.0% | -36.6% | 0.081% | |
| 2/17/2025 | Visionary Wealth Advisors | 45,125 | $2.08M | 0.1% | +4.9% | 0.540% | |
| 2/17/2025 | Cetera Investment Advisers | 29,281 | $1.35M | 0.0% | +8.7% | 0.351% | |
| 2/17/2025 | Bank of America Corp DE | 2,233 | $103K | 0.0% | -87.4% | 0.027% | |
| 2/17/2025 | Benjamin Edwards Inc. | 1,773,681 | $81.59M | 1.2% | -4.2% | 21.242% | |
| 2/17/2025 | Arrowroot Family Office LLC | 26,160 | $1.20M | 0.6% | +12.1% | 0.313% | |
| 2/14/2025 | Jane Street Group LLC | 20,636 | $949K | 0.0% | -72.6% | 0.247% | |
| 2/14/2025 | Stifel Financial Corp | 2,264,803 | $104.18M | 0.1% | -5.8% | 27.123% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 38,994 | $1.81M | 0.1% | -1.5% | 0.467% | |
| 2/13/2025 | Mariner LLC | 5,032 | $231K | 0.0% | N/A | 0.060% | |
| 2/13/2025 | Zuckerman Investment Group LLC | 15,205 | $705K | 0.1% | +6.3% | 0.182% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 114,732 | $5.28M | 0.0% | +3.2% | 1.374% | |
| 2/12/2025 | Nottingham Advisors Inc. | 35,304 | $1.62M | 0.2% | +3.0% | 0.423% | |
| 2/12/2025 | JPMorgan Chase & Co. | 874 | $40K | 0.0% | N/A | 0.010% | |
| 2/11/2025 | LPL Financial LLC | 28,685 | $1.32M | 0.0% | -1.9% | 0.344% | |
| 2/10/2025 | Harbour Investments Inc. | 700 | $32K | 0.0% | -60.3% | 0.008% | |
| 2/10/2025 | Municipal Employees Retirement System of Michigan | 43,716 | $2.01M | 0.0% | +53.3% | 0.524% | |
| 2/10/2025 | Farther Finance Advisors LLC | 23,749 | $1.09M | 0.0% | -3.3% | 0.284% | |
| 2/7/2025 | Bank Julius Baer & Co. Ltd Zurich | 216,300 | $10.98M | 0.0% | +7.4% | 2.590% | |
| 2/6/2025 | Atria Investments Inc | 37,251 | $1.71M | 0.0% | -15.6% | 0.446% | |
| 2/6/2025 | Laffer Tengler Investments Inc. | 13,479 | $620K | 0.1% | +9.5% | 0.161% | |
| 2/6/2025 | Victory Capital Management Inc. | 330,500 | $15.20M | 0.0% | +3,205.0% | 3.958% | |
| 2/4/2025 | Bank of New York Mellon Corp | 13,783 | $634K | 0.0% | +30.2% | 0.165% | |
| 1/31/2025 | Partners Capital Investment Group LLP | 4,551 | $209K | 0.0% | -50.0% | 0.055% | |
| 1/23/2025 | Swmg LLC | 25,055 | $1.16M | 0.5% | -4.2% | 0.300% | |
| 1/23/2025 | RMR Capital Management LLC | 17,626 | $811K | 0.6% | N/A | 0.211% | |
| 1/21/2025 | Andina Capital Management LLC | 53,551 | $2.46M | 2.0% | +40.5% | 0.641% | |
| 1/17/2025 | Mutual Advisors LLC | 24,244 | $1.12M | 0.0% | +11.4% | 0.290% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 52,704 | $2.42M | 0.0% | +17.5% | 0.631% | |
| 1/17/2025 | Sheets Smith Wealth Management | 11,490 | $529K | 0.1% | -8.0% | 0.138% | |
| 1/14/2025 | Heritage Family Offices LLP | 10,731 | $494K | 0.2% | +11.4% | 0.129% | |
| 1/14/2025 | Fiduciary Financial Group LLC | 11,919 | $547K | 0.1% | +18.1% | 0.143% | |
| 1/2/2025 | Confluence Investment Management LLC | 738,106 | $33.95M | 0.5% | -3.2% | 8.840% | |
| 11/15/2024 | Jane Street Group LLC | 75,419 | $3.57M | 0.0% | +80.9% | 0.903% | |
| 11/15/2024 | Stifel Financial Corp | 2,403,739 | $113.82M | 0.1% | -17.8% | 28.787% | |
| 11/15/2024 | Swmg LLC | 26,163 | $1.22M | 0.5% | -28.1% | 0.313% | |
| 11/15/2024 | Arrowroot Family Office LLC | 23,330 | $1.11M | 0.6% | +16.4% | 0.279% | |
| 11/15/2024 | Benjamin Edwards Inc. | 1,852,092 | $87.70M | 1.3% | +1,065.1% | 22.181% | |
| 11/14/2024 | WFA of San Diego LLC | 4,719 | $223K | 0.2% | +5.9% | 0.057% | |
| 11/4/2024 | Laffer Tengler Investments Inc. | 12,315 | $583K | 0.1% | -23.0% | 0.147% | |
| 11/1/2024 | Atria Investments Inc | 44,115 | $2.09M | 0.0% | -20.2% | 0.528% | |
| 10/31/2024 | Confluence Investment Management LLC | 762,116 | $36.09M | 0.5% | -17.0% | 9.127% | |
| 10/29/2024 | Confluence Wealth Services Inc. | 11,950 | $566K | 0.0% | -69.1% | 0.143% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 44,836 | $2.12M | 0.0% | +83.6% | 0.537% | |
| 10/29/2024 | Farther Finance Advisors LLC | 24,554 | $1.16M | 0.0% | N/A | 0.294% | |
| 10/25/2024 | Andina Capital Management LLC | 38,123 | $1.81M | 1.4% | +26.8% | 0.457% | |
| 10/23/2024 | CENTRAL TRUST Co | 974 | $46K | 0.0% | N/A | 0.012% | |
| 10/16/2024 | Nottingham Advisors Inc. | 34,260 | $1.62M | 0.2% | +16.4% | 0.410% | |
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| 10/16/2024 | Heritage Family Offices LLP | 9,630 | $456K | 0.2% | -4.0% | 0.115% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 39,582 | $1.87M | 0.1% | +3.5% | 0.474% | |
| 8/22/2024 | Cetera Investment Advisers | 32,924 | $1.52M | 0.0% | +5.0% | 0.394% | |
| 8/13/2024 | Benjamin Edwards Inc. | 158,964 | $7.32M | 1.4% | +3.8% | 1.904% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 2,013,076 | $92.64M | 1.6% | +11.0% | 24.109% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 128,875 | $5.93M | 0.0% | +173.2% | 1.543% | |
| 8/3/2024 | Nottingham Advisors Inc. | 29,425 | $1.35M | 0.2% | +14.4% | 0.352% | |
| 7/31/2024 | Confluence Wealth Services Inc. | 38,630 | $1.78M | 0.1% | +130.3% | 0.463% | |
| 7/30/2024 | Heritage Family Offices LLP | 10,029 | $462K | 0.3% | N/A | 0.120% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 38,234 | $1.76M | 0.1% | N/A | 0.458% | |
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