| 1/28/2025 | WestEnd Advisors LLC | 708,014 | $102.03M | 2.6% | -7.5% | 7.492% | |
| 1/27/2025 | Jackson Wealth Management LLC | 4,954 | $714K | 0.1% | N/A | 0.052% | |
| 1/24/2025 | Q3 Asset Management | 10,176 | $1.46M | 0.9% | +43.2% | 0.108% | |
| 1/23/2025 | Fifth Third Securities Inc. | 3,811 | $549K | 0.0% | N/A | 0.040% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 2,911 | $419K | 0.0% | N/A | 0.031% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 765,415 | $110.30M | 0.3% | -6.8% | 8.100% | |
| 12/26/2024 | JPMorgan Chase & Co. | 19,811 | $2.55M | 0.0% | -3.1% | 0.210% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 438 | $56K | 0.0% | N/A | 0.005% | |
| 11/13/2024 | Fisher Asset Management LLC | 778,800 | $100.12M | 0.0% | -3.1% | 8.241% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 821,548 | $105.62M | 0.3% | N/A | 8.694% | |
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| 10/25/2024 | WestEnd Advisors LLC | 765,727 | $98.44M | 2.4% | -2.5% | 8.103% | |
| 10/22/2024 | Eastern Bank | 880 | $113K | 0.0% | N/A | 0.009% | |
| 8/6/2024 | Corbyn Investment Management Inc. MD | 1,721 | $201K | 0.1% | -19.8% | 0.018% | |
| 8/3/2024 | 9258 Wealth Management LLC | 3,236 | $378K | 0.1% | N/A | 0.034% | |
| 7/29/2024 | WestEnd Advisors LLC | 785,417 | $91.84M | 2.4% | N/A | 8.311% | |
| 7/26/2024 | Bank of New York Mellon Corp | 4,996 | $584K | 0.0% | N/A | 0.053% | |
| 7/2/2024 | Transcend Capital Advisors LLC | 12,171 | $1.42M | 0.1% | N/A | 0.129% | |
| 5/30/2024 | Cambridge Trust Co. | 880 | $102K | 0.0% | N/A | 0.009% | |
| 4/25/2024 | Q3 Asset Management | 14,988 | $1.74M | 0.5% | +7.0% | 0.162% | |
| 3/5/2024 | Fisher Asset Management LLC | 870,158 | $94.44M | 0.0% | -2.6% | 20.236% | |
| 2/6/2024 | Fisher Asset Management LLC | 871,814 | $94.62M | 0.0% | -2.4% | 20.275% | |
| 1/29/2024 | Q3 Asset Management | 14,008 | $1.51M | 0.4% | N/A | 0.326% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 2,258 | $206K | 0.0% | -7.9% | 0.053% | |
| 10/18/2023 | CX Institutional | 8,136 | $741K | 0.0% | -37.2% | 0.189% | |
| 10/18/2023 | Private Trust Co. NA | 311 | $28K | 0.0% | N/A | 0.007% | |
| 8/11/2023 | Summit Financial LLC | 2,443 | $222K | 0.0% | N/A | 0.057% | |
| 8/9/2023 | Flow Traders U.S. LLC | 12,967 | $1.18M | 0.1% | N/A | 0.302% | |
| 8/8/2023 | Fisher Asset Management LLC | 888,648 | $80.65M | 0.0% | +6.9% | 20.666% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 2,453 | $223K | 0.0% | -39.8% | 0.034% | |
| 5/5/2023 | Assetmark Inc. | 1,264,970 | $115.92M | 0.5% | -12.5% | 16.979% | |
| 5/4/2023 | Resolute Wealth Strategies LLC | 2,458 | $225K | 0.2% | N/A | 0.033% | |
| 5/3/2023 | Cookson Peirce & Co. Inc. | 2,352 | $216K | 0.0% | N/A | 0.032% | |
| 5/1/2023 | Fisher Asset Management LLC | 831,546 | $76.20M | 0.0% | +16,651.5% | 11.162% | |
| 4/17/2023 | Ayalon Insurance Comp Ltd. | 800 | $73K | 0.0% | -94.0% | 0.009% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 2,803 | $269K | 0.0% | -23.4% | 0.032% | |
| 2/3/2023 | Fisher Asset Management LLC | 4,964 | $477K | 0.0% | -24.9% | 0.056% | |
| 2/1/2023 | Corbyn Investment Management Inc. MD | 2,243 | $216K | 0.1% | N/A | 0.025% | |
| 1/24/2023 | WealthOne LLC | 3,388 | $326K | 0.1% | N/A | 0.038% | |
| 1/18/2023 | Well Done LLC | 42,434 | $4.08M | 0.9% | +17.3% | 0.477% | |
| 1/11/2023 | North Star Investment Management Corp. | 1,645 | $158K | 0.0% | N/A | 0.019% | |
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| 1/9/2023 | MinichMacGregor Wealth Management LLC | 1,150 | $111K | 0.0% | N/A | 0.013% | |
| 11/14/2022 | Barometer Capital Management Inc. | 6,600 | $564K | 0.2% | N/A | 0.120% | |
| 11/8/2022 | Fisher Asset Management LLC | 6,608 | $564K | 0.0% | +34.1% | 0.120% | |
| 11/2/2022 | Hudock Inc. | 347 | $29K | 0.0% | N/A | 0.006% | |
| 10/31/2022 | Leuthold Group LLC | 9,613 | $821K | 0.1% | -31.1% | 0.175% | |
| 10/24/2022 | Great Diamond Partners LLC | 11,528 | $984K | 0.3% | -5.1% | 0.212% | |
| 10/19/2022 | Ayalon Insurance Comp Ltd. | 13,300 | $1.14M | 0.5% | -25.9% | 0.244% | |
| 10/14/2022 | Well Done LLC | 36,172 | $3.09M | 0.8% | +10.4% | 0.664% | |
| 10/4/2022 | AdvisorNet Financial Inc | 904 | $77K | 0.0% | -23.3% | 0.020% | |
| 8/13/2022 | Flow Traders U.S. LLC | 7,711 | $647K | 0.0% | -61.2% | 0.168% | |
| 8/4/2022 | Cavalier Investments LLC | 60,173 | $5.05M | 1.8% | +1.6% | 1.308% | |
| 8/3/2022 | Dumont & Blake Investment Advisors LLC | 2,470 | $207K | 0.1% | -24.2% | 0.054% | |
| 8/1/2022 | Leuthold Group LLC | 13,945 | $1.17M | 0.2% | +37.6% | 0.303% | |
| 7/26/2022 | Great Diamond Partners LLC | 12,143 | $1.02M | 0.3% | +8.0% | 0.264% | |
| 7/26/2022 | JCSD Capital LLC | 41,000 | $3.44M | 4.0% | N/A | 0.891% | |
| 7/18/2022 | Well Done LLC | 32,758 | $2.75M | 0.6% | +14.8% | 0.697% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 3,717 | $312K | 0.0% | -10.2% | 0.079% | |
| 7/12/2022 | Ayalon Insurance Comp Ltd. | 17,950 | $1.51M | 0.7% | -33.8% | 0.382% | |
| 5/5/2022 | Fisher Asset Management LLC | 4,855 | $485K | 0.0% | +3.4% | 0.089% | |
| 5/5/2022 | Great Diamond Partners LLC | 11,242 | $1.12M | 0.3% | +6.7% | 0.206% | |
| 5/4/2022 | Janney Montgomery Scott LLC | 3,068 | $306K | 0.0% | -10.8% | 0.056% | |
| 5/4/2022 | Cavalier Investments LLC | 59,234 | $5.92M | 1.5% | +8.2% | 1.077% | |
| 5/4/2022 | Leuthold Group LLC | 10,131 | $1.01M | 0.1% | +10.1% | 0.184% | |
| 5/3/2022 | Corbyn Investment Management Inc. MD | 2,436 | $243K | 0.1% | -11.2% | 0.044% | |
| 5/3/2022 | Cookson Peirce & Co. Inc. | 3,974 | $397K | 0.0% | +3.5% | 0.072% | |
| 4/27/2022 | Dumont & Blake Investment Advisors LLC | 3,258 | $325K | 0.1% | N/A | 0.059% | |
| 4/26/2022 | MinichMacGregor Wealth Management LLC | 55,972 | $5.59M | 1.8% | -0.9% | 1.000% | |
| 4/25/2022 | Ayalon Holdings Ltd. | 27,100 | $2.71M | 0.9% | +0.7% | 0.484% | |
| 4/20/2022 | Well Done LLC | 28,534 | $2.85M | 0.6% | +50.7% | 0.505% | |
| 4/15/2022 | WealthBridge Capital Management LLC | 4,977 | $497K | 0.2% | N/A | 0.088% | |
| 4/15/2022 | Wealthcare Advisory Partners LLC | 2,720 | $272K | 0.0% | +11.7% | 0.048% | |
| 4/14/2022 | AdvisorNet Financial Inc | 1,230 | $123K | 0.0% | +9.4% | 0.022% | |
| 2/15/2022 | SFI Advisors LLC | 55,271 | $6.25M | 5.5% | N/A | 0.662% | |
| 2/8/2022 | Affinity Wealth Management LLC | 211,591 | $22.31M | 4.6% | +3.3% | 2.534% | |
| 2/7/2022 | SG Americas Securities LLC | 24,800 | $2.73M | 0.0% | N/A | 0.297% | |
| 2/7/2022 | Corbyn Investment Management Inc. MD | 2,743 | $302K | 0.1% | +12.6% | 0.033% | |
| 2/7/2022 | Advisors Preferred LLC | 315 | $35K | 0.0% | -79.6% | 0.004% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 11,578 | $1.28M | 0.0% | +25.4% | 0.140% | |
| 2/3/2022 | Leuthold Group LLC | 9,201 | $1.01M | 0.1% | +7.3% | 0.112% | |
| 2/2/2022 | Fisher Asset Management LLC | 4,694 | $517K | 0.0% | +30.1% | 0.055% | |
| 2/2/2022 | Cavalier Investments LLC | 54,734 | $6.03M | 1.6% | +21.8% | 0.636% | |
| 2/2/2022 | Riggs Asset Managment Co. Inc. | 34,941 | $3.85M | 1.0% | +662.9% | 0.406% | |
| 1/31/2022 | Cookson Peirce & Co. Inc. | 3,838 | $423K | 0.0% | -5.5% | 0.044% | |
| 1/25/2022 | Q3 Asset Management | 8,171 | $900K | 0.4% | -85.9% | 0.091% | |
| 1/21/2022 | Well Done LLC | 18,937 | $2.09M | 0.4% | +15.6% | 0.212% | |
| 1/19/2022 | AdvisorNet Financial Inc | 1,124 | $124K | 0.0% | +57.4% | 0.013% | |
| 1/18/2022 | Accel Wealth Management | 752 | $83K | 0.0% | N/A | 0.008% | |
| 1/18/2022 | MinichMacGregor Wealth Management LLC | 56,456 | $6.22M | 1.9% | +2.5% | 0.631% | |
| 1/18/2022 | Kovack Advisors Inc. | 1,911 | $211K | 0.0% | -44.2% | 0.021% | |
| 11/15/2021 | Flow Traders U.S. LLC | 2,282 | $238K | 0.0% | -94.3% | 0.025% | |
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| 11/12/2021 | Assetmark Inc. | 864 | $90K | 0.0% | -99.9% | 0.009% | |
| 11/4/2021 | Affinity Wealth Management LLC | 204,747 | $21.51M | 4.2% | N/A | 2.288% | |
| 11/3/2021 | MinichMacGregor Wealth Management LLC | 55,070 | $5.75M | 1.9% | +0.7% | 0.615% | |
| 11/3/2021 | Kovack Advisors Inc. | 3,427 | $358K | 0.0% | +2.6% | 0.038% | |
| 11/2/2021 | Cambridge Investment Research Advisors Inc. | 9,235 | $964K | 0.0% | +6.1% | 0.103% | |
| 11/2/2021 | Cavalier Investments LLC | 44,947 | $4.69M | 1.5% | +22.4% | 0.502% | |
| 11/1/2021 | Well Done LLC | 16,376 | $1.71M | 0.4% | +8.4% | 0.183% | |
| 10/29/2021 | Janney Montgomery Scott LLC | 3,438 | $359K | 0.0% | +9.6% | 0.038% | |
| 10/29/2021 | Q3 Asset Management | 57,997 | $5.40M | 2.6% | +546.1% | 0.648% | |
| 10/27/2021 | Advisors Preferred LLC | 1,542 | $163K | 0.0% | +16.2% | 0.017% | |
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