| 2/18/2025 | Mittelman Wealth Management | 155,523 | $7.68M | 7.1% | -57.0% | 0.353% | |
| 2/18/2025 | Sunbelt Securities Inc. | 923 | $46K | 0.0% | -92.1% | 0.002% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,214,828 | $60.24M | 0.0% | -48.1% | 2.755% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 109,602 | $5.41M | 0.0% | N/A | 0.249% | |
| 2/13/2025 | Titleist Asset Management LLC | 46,909 | $2.32M | 0.3% | N/A | 0.106% | |
| 2/12/2025 | Allstate Corp | 185,079 | $9.14M | 0.3% | +66.2% | 0.420% | |
| 2/12/2025 | RiverFront Investment Group LLC | 1,713,713 | $84.66M | 1.9% | +9.0% | 3.886% | |
| 2/12/2025 | JPMorgan Chase & Co. | 293,909 | $14.52M | 0.0% | -44.3% | 0.666% | |
| 2/10/2025 | Horizon Investments LLC | 335,249 | $16.49M | 0.5% | +73.0% | 0.760% | |
| 2/10/2025 | SlateStone Wealth LLC | 147,855 | $7.30M | 0.7% | -2.8% | 0.335% | |
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| 2/10/2025 | Farther Finance Advisors LLC | 45,596 | $2.25M | 0.1% | +59,115.6% | 0.103% | |
| 2/6/2025 | Vantage Financial Partners LLC | 55,780 | $2.76M | 0.7% | +66.2% | 0.126% | |
| 2/6/2025 | Jones Financial Companies Lllp | 9,131 | $451K | 0.0% | +250.9% | 0.021% | |
| 2/5/2025 | Noble Wealth Management PBC | 23,422 | $1.16M | 0.8% | N/A | 0.053% | |
| 2/4/2025 | Bank of New York Mellon Corp | 541,950 | $26.77M | 0.0% | +59.4% | 1.229% | |
| 2/4/2025 | Transcendent Capital Group LLC | 508 | $25K | 0.0% | N/A | 0.001% | |
| 2/3/2025 | First Horizon Advisors Inc. | 2,023 | $100K | 0.0% | +3,216.4% | 0.005% | |
| 2/3/2025 | FDx Advisors Inc. | 16,144 | $798K | 0.2% | -3.0% | 0.037% | |
| 1/30/2025 | NYL Investors LLC | 377,100 | $18.63M | 1.7% | +1.2% | 0.855% | |
| 1/24/2025 | Richardson Financial Services Inc. | 2,562 | $127K | 0.1% | -9.7% | 0.006% | |
| 1/23/2025 | Strategic Wealth Investment Group LLC | 3,833 | $189K | 0.0% | N/A | 0.009% | |
| 1/22/2025 | Strategic Wealth Investment Group LLC | 3,833 | $189K | 0.0% | N/A | 0.009% | |
| 1/22/2025 | Klaas Financial Asset Advisors LLC | 207,026 | $10.23M | 1.8% | +1.1% | 0.469% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 256,121 | $12.65M | 0.0% | +1.6% | 0.581% | |
| 1/14/2025 | Carolina Wealth Advisors LLC | 128,263 | $6.34M | 3.4% | -0.2% | 0.291% | |
| 1/10/2025 | ORG Partners LLC | 15,055 | $744K | 0.1% | N/A | 0.034% | |
| 12/26/2024 | JPMorgan Chase & Co. | 527,778 | $28.28M | 0.0% | +72.2% | 1.197% | |
| 11/18/2024 | TD Private Client Wealth LLC | 869 | $47K | 0.0% | -50.7% | 0.002% | |
| 11/18/2024 | Sunbelt Securities Inc. | 11,660 | $625K | 0.1% | +235.5% | 0.026% | |
| 11/18/2024 | Mittelman Wealth Management | 361,689 | $19.38M | 11.0% | N/A | 0.820% | |
| 11/14/2024 | Flow Traders U.S. LLC | 27,546 | $1.48M | 0.1% | N/A | 0.062% | |
| 11/6/2024 | NYL Investors LLC | 372,500 | $19.96M | 1.3% | +0.7% | 0.845% | |
| 11/5/2024 | FDx Advisors Inc. | 16,635 | $891K | 0.2% | -9.5% | 0.038% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 252,046 | $13.51M | 0.0% | -8.2% | 0.572% | |
| 10/23/2024 | Klaas Financial Asset Advisors LLC | 204,719 | $10.97M | 1.9% | +0.8% | 0.464% | |
| 10/21/2024 | Carolina Wealth Advisors LLC | 128,476 | $6.89M | 3.5% | -2.1% | 0.291% | |
| 8/28/2024 | RiverFront Investment Group LLC | 1,581,003 | $79.11M | 2.1% | +29.5% | 3.585% | |
| 8/16/2024 | Sunbelt Securities Inc. | 3,475 | $174K | 0.0% | -5.4% | 0.008% | |
| 8/7/2024 | Vantage Financial Partners LLC | 9,249 | $463K | 0.1% | N/A | 0.021% | |
| 8/2/2024 | FDx Advisors Inc. | 18,388 | $920K | 0.3% | -1.9% | 0.042% | |
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| 7/29/2024 | Arkadios Wealth Advisors | 4,585 | $229K | 0.0% | N/A | 0.010% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 50,708 | $2.54M | 0.0% | -55.9% | 0.115% | |
| 7/26/2024 | SlateStone Wealth LLC | 158,236 | $7.92M | 0.9% | -7.2% | 0.359% | |
| 7/26/2024 | Bank of New York Mellon Corp | 310,542 | $15.54M | 0.0% | -0.3% | 0.704% | |
| 7/12/2024 | Carolina Wealth Advisors LLC | 131,194 | $6.57M | 3.2% | +6.2% | 0.297% | |
| 7/11/2024 | Strategic Advocates LLC | 6,258 | $313K | 0.1% | -71.2% | 0.014% | |
| 5/17/2024 | Comerica Bank | 14,035 | $723K | 0.0% | +11.3% | 0.032% | |
| 5/14/2024 | Payden & Rygel Investment Group | 72,080 | $3.71M | 0.2% | N/A | 0.163% | |
| 5/11/2024 | NYL Investors LLC | 365,400 | $18.82M | 0.7% | +0.2% | 0.829% | |
| 5/10/2024 | Allstate Corp | 170,873 | $8.80M | 0.6% | +377.6% | 0.387% | |
| 5/4/2024 | Richardson Financial Services Inc. | 2,876 | $148K | 0.1% | -11.3% | 0.006% | |
| 5/3/2024 | FDx Advisors Inc. | 18,744 | $966K | 0.1% | -1.3% | 0.042% | |
| 5/2/2024 | RiverFront Investment Group LLC | 1,221,286 | $62.91M | 1.8% | +13.6% | 2.726% | |
| 5/2/2024 | BNP Paribas | 705,621 | $36.35M | 1.7% | N/A | 1.575% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 252,666 | $13.02M | 0.0% | +4.2% | 0.564% | |
| 4/26/2024 | SlateStone Wealth LLC | 170,538 | $8.78M | 0.9% | -0.3% | 0.381% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 186,287 | $9.60M | 1.9% | +1.5% | 0.416% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 114,888 | $5.92M | 0.0% | +689.4% | 0.256% | |
| 4/18/2024 | Park Place Capital Corp | 1,088 | $56K | 0.0% | -50.0% | 0.003% | |
| 4/5/2024 | Carolina Wealth Advisors LLC | 123,528 | $6.36M | 3.4% | +5.4% | 0.313% | |
| 4/3/2024 | Strategic Advocates LLC | 21,702 | $1.12M | 0.4% | -85.0% | 0.055% | |
| 3/4/2024 | Richardson Financial Services Inc. | 3,244 | $171K | 0.1% | N/A | 0.008% | |
| 2/12/2024 | NYL Investors LLC | 364,800 | $19.22M | 0.8% | -45.3% | 0.924% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 242,402 | $12.77M | 0.0% | +5.4% | 0.614% | |
| 2/7/2024 | Strategic Advocates LLC | 144,674 | $7.62M | 3.2% | -36.4% | 0.366% | |
| 2/5/2024 | RiverFront Investment Group LLC | 1,074,816 | $56.63M | 1.8% | +9.5% | 2.721% | |
| 2/1/2024 | SlateStone Wealth LLC | 170,987 | $9.01M | 1.2% | -5.3% | 0.433% | |
| 1/31/2024 | Naples Money Management LLC | 500 | $26K | 0.0% | N/A | 0.001% | |
| 1/30/2024 | Crescent Grove Advisors LLC | 4,641 | $245K | 0.0% | N/A | 0.012% | |
| 1/23/2024 | Carolina Wealth Advisors LLC | 117,200 | $6.18M | 3.2% | +0.6% | 0.297% | |
| 1/18/2024 | Meadow Creek Wealth Advisors LLC | 6,564 | $346K | 0.3% | N/A | 0.017% | |
| 1/8/2024 | Horizons Wealth Management | 3,492 | $184K | 0.1% | -49.8% | 0.009% | |
| 12/11/2023 | Sunbelt Securities Inc. | 3,795 | $179K | 0.0% | -17.4% | 0.010% | |
| 11/13/2023 | Allstate Corp | 35,774 | $1.69M | 0.1% | -7.1% | 0.091% | |
| 11/13/2023 | NYL Investors LLC | 667,400 | $31.46M | 1.3% | +1.7% | 1.690% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 229,903 | $10.84M | 0.0% | +66.0% | 0.582% | |
| 11/7/2023 | RiverFront Investment Group LLC | 981,400 | $46.26M | 1.6% | +137.4% | 2.485% | |
| 11/2/2023 | FDx Advisors Inc. | 20,159 | $950K | 0.1% | -6.7% | 0.051% | |
| 10/26/2023 | NBT Bank N A NY | 9,435 | $445K | 0.0% | +52.1% | 0.024% | |
| 10/24/2023 | Bank of New York Mellon Corp | 103,557 | $4.88M | 0.0% | +1,261.5% | 0.262% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 15,013 | $708K | 0.0% | -54.3% | 0.038% | |
| 10/17/2023 | Carolina Wealth Advisors LLC | 116,521 | $5.49M | 3.1% | +8.8% | 0.295% | |
| 10/12/2023 | Horizons Wealth Management | 6,953 | $328K | 0.2% | -4.5% | 0.018% | |
| 10/12/2023 | SlateStone Wealth LLC | 180,609 | $8.51M | 1.2% | +17.2% | 0.457% | |
| 8/7/2023 | SlateStone Wealth LLC | 154,113 | $7.95M | 1.5% | N/A | 0.409% | |
| 8/1/2023 | RiverFront Investment Group LLC | 413,309 | $21.31M | 0.7% | +120.1% | 1.096% | |
| 7/31/2023 | Wayfinding Financial LLC | 6,392 | $326K | 0.2% | +7.0% | 0.017% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 138,523 | $7.14M | 0.0% | +132.7% | 0.367% | |
| 7/24/2023 | NBT Bank N A NY | 6,205 | $320K | 0.0% | N/A | 0.016% | |
| 7/17/2023 | Carolina Wealth Advisors LLC | 107,136 | $5.52M | 3.3% | -0.4% | 0.284% | |
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| 7/17/2023 | FDx Advisors Inc. | 21,606 | $1.11M | 0.1% | -61.9% | 0.057% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 32,878 | $1.70M | 0.0% | +38.3% | 0.087% | |
| 7/7/2023 | Agilis Partners LLC | 209,283 | $10.79M | 4.2% | +50.5% | 0.634% | |
| 7/3/2023 | Horizons Wealth Management | 7,281 | $375K | 0.3% | -3.6% | 0.022% | |
| 5/11/2023 | NYL Investors LLC | 652,300 | $34.17M | 2.1% | +0.5% | 2.058% | |
| 5/9/2023 | US Bancorp DE | 13,150 | $689K | 0.0% | +1,222.9% | 0.041% | |
| 5/5/2023 | Assetmark Inc. | 344,648 | $18.06M | 0.1% | -13.3% | 1.087% | |
| 5/5/2023 | Wayfinding Financial LLC | 5,976 | $313K | 0.2% | N/A | 0.019% | |
| 5/1/2023 | Agilis Partners LLC | 139,070 | $7.29M | 3.2% | -0.8% | 0.439% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 59,518 | $3.12M | 0.0% | -2.1% | 0.188% | |
