| 11/15/2024 | Jane Street Group LLC | 5,069 | $415K | 0.0% | -69.5% | 0.110% | |
| 11/12/2024 | Citigroup Inc. | 123,069 | $10.08M | 0.0% | +5.1% | 2.675% | |
| 11/8/2024 | Equita Financial Network Inc. | 2,687 | $220K | 0.1% | -6.8% | 0.058% | |
| 11/1/2024 | Equitable Trust Co. | 4,774 | $391K | 0.0% | -12.1% | 0.104% | |
| 11/1/2024 | Leavell Investment Management Inc. | 121,934 | $9.99M | 0.5% | -3.7% | 2.651% | |
| 10/30/2024 | Milestone Investment Advisors LLC | 26,177 | $2.14M | 0.6% | +0.9% | 0.569% | |
|
| 10/29/2024 | White Pine Investment CO | 105,557 | $8.65M | 2.4% | +1.3% | 2.295% | |
| 10/29/2024 | Sage Financial Group Inc. | 41,110 | $3.37M | 0.3% | +2.0% | 0.894% | |
| 10/24/2024 | Richardson Financial Services Inc. | 1,746 | $140K | 0.1% | +99.5% | 0.038% | |
| 10/24/2024 | Valley National Advisers Inc. | 9,542 | $781K | 0.1% | -18.8% | 0.207% | |
| 10/23/2024 | Ballentine Partners LLC | 207,030 | $16.96M | 0.3% | +1.0% | 4.501% | |
| 10/17/2024 | Sonoma Private Wealth LLC | 11,143 | $913K | 1.4% | -2.0% | 0.242% | |
| 10/16/2024 | Nottingham Advisors Inc. | 10,679 | $875K | 0.1% | -3.2% | 0.232% | |
| 10/11/2024 | Creative Planning | 85,071 | $6.97M | 0.0% | -0.5% | 1.849% | |
| 10/11/2024 | Paladin Wealth LLC | 506 | $41K | 0.0% | N/A | 0.011% | |
| 10/9/2024 | Albion Financial Group UT | 81,628 | $6.69M | 0.5% | +0.5% | 1.775% | |
| 10/9/2024 | Money Design Co. Ltd. | 41,872 | $3.43M | 0.2% | -10.0% | 0.910% | |
| 9/30/2024 | Mattson Financial Services LLC | 352 | $28K | 0.0% | N/A | 0.008% | |
| 8/30/2024 | Brown Financial Advisors | 1,294 | $101K | 0.0% | N/A | 0.028% | |
| 8/22/2024 | Cetera Investment Advisers | 20,348 | $1.59M | 0.0% | +3.8% | 0.442% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 18,934 | $1.48M | 0.0% | -3.6% | 0.412% | |
| 8/16/2024 | Creative Planning | 85,496 | $6.68M | 0.0% | -0.7% | 1.859% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 157,625 | $12.32M | 0.0% | -1.5% | 3.427% | |
| 8/7/2024 | Carson Advisory Inc. | 11,500 | $898K | 0.6% | -2.5% | 0.250% | |
| 8/6/2024 | Ballentine Partners LLC | 204,910 | $16.01M | 0.3% | +6.6% | 4.455% | |
| 8/3/2024 | Nottingham Advisors Inc. | 11,037 | $862K | 0.1% | -3.0% | 0.240% | |
| 8/2/2024 | Sage Financial Group Inc. | 40,291 | $3.15M | 0.3% | +5.7% | 0.876% | |
| 7/31/2024 | Equita Financial Network Inc. | 2,882 | $225K | 0.1% | -39.1% | 0.063% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 71,045 | $5.55M | 0.0% | +16.4% | 1.544% | |
| 7/24/2024 | White Pine Investment CO | 104,172 | $8.14M | 2.4% | +2.7% | 2.265% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 37,580 | $2.94M | 0.0% | +7.1% | 0.817% | |
| 7/18/2024 | Gradient Investments LLC | 31,420 | $2.46M | 0.1% | +0.9% | 0.683% | |
| 7/17/2024 | Leavell Investment Management Inc. | 126,643 | $9.90M | 0.5% | +4.5% | 2.753% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 67,901 | $5.31M | 0.0% | +10.4% | 1.476% | |
| 7/10/2024 | Albion Financial Group UT | 81,258 | $6.35M | 0.5% | +2.5% | 1.766% | |
| 7/8/2024 | Beach Investment Counsel Inc. PA | 2,800 | $219K | 0.0% | -17.6% | 0.061% | |
| 7/2/2024 | Appleton Partners Inc. MA | 5,608 | $438K | 0.0% | -7.2% | 0.122% | |
| 5/17/2024 | SkyView Investment Advisors LLC | 11,493 | $863K | 0.2% | N/A | 0.250% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 7,270 | $546K | 0.0% | -2.0% | 0.158% | |
| 5/9/2024 | SageView Advisory Group LLC | 6,994 | $509K | 0.0% | N/A | 0.152% | |
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| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 61,520 | $4.62M | 0.0% | -5.6% | 1.337% | |
| 5/4/2024 | Richardson Financial Services Inc. | 894 | $67K | 0.0% | N/A | 0.019% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 2,900 | $218K | 0.0% | -23.7% | 0.063% | |
| 4/27/2024 | White Pine Investment CO | 101,420 | $7.61M | 2.2% | +0.4% | 2.205% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 61,025 | $4.58M | 0.0% | +23.4% | 1.327% | |
| 4/24/2024 | Leavell Investment Management Inc. | 121,143 | $9.09M | 0.5% | +1.7% | 2.634% | |
| 4/23/2024 | Gradient Investments LLC | 31,135 | $2.34M | 0.1% | +1.9% | 0.677% | |
| 4/19/2024 | Valley National Advisers Inc. | 11,872 | $891K | 0.1% | +3.4% | 0.258% | |
| 4/19/2024 | Albion Financial Group UT | 79,252 | $5.95M | 0.5% | +1.9% | 1.723% | |
| 4/11/2024 | Ballentine Partners LLC | 192,249 | $14.43M | 0.3% | +3.8% | 4.179% | |
| 4/1/2024 | Appleton Partners Inc. MA | 6,043 | $454K | 0.0% | -5.8% | 0.137% | |
| 3/1/2024 | Goldman Sachs Group Inc. | 752,058 | $51.13M | 0.0% | -1.7% | 17.092% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 49,448 | $3.36M | 0.0% | +8.1% | 1.124% | |
| 2/9/2024 | Milestone Investment Advisors LLC | 23,301 | $1.58M | 0.5% | +7.8% | 0.530% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 65,190 | $4.43M | 0.0% | N/A | 1.482% | |
| 2/7/2024 | Principal Securities Inc. | 18,165 | $1.24M | 0.0% | N/A | 0.413% | |
| 2/6/2024 | Lincoln National Corp | 17,511 | $1.19M | 0.0% | -3.5% | 0.398% | |
| 2/2/2024 | Herold Advisors Inc. | 3,000 | $204K | 0.1% | -30.6% | 0.068% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 36,037 | $2.46M | 0.0% | N/A | 0.819% | |
| 1/29/2024 | Money Design Co. Ltd. | 70,614 | $4.80M | 0.3% | -18.0% | 1.605% | |
| 1/26/2024 | Cerity Partners LLC | 6,200 | $421K | 0.0% | N/A | 0.141% | |
| 1/26/2024 | White Pine Investment CO | 100,987 | $6.86M | 2.2% | +4.4% | 2.295% | |
| 1/25/2024 | Valley National Advisers Inc. | 11,481 | $780K | 0.1% | +7.6% | 0.261% | |
| 1/23/2024 | Leavell Investment Management Inc. | 119,120 | $8.13M | 0.5% | +2.2% | 2.707% | |
| 1/23/2024 | Ballentine Partners LLC | 185,127 | $12.58M | 0.3% | -8.8% | 4.207% | |
| 1/18/2024 | Gradient Investments LLC | 30,541 | $2.08M | 0.1% | -2.2% | 0.694% | |
| 1/18/2024 | Sage Financial Group Inc. | 36,249 | $2.46M | 0.2% | +19.4% | 0.824% | |
| 1/16/2024 | Raymond James & Associates | 8,374 | $569K | 0.0% | -58.5% | 0.190% | |
| 1/12/2024 | Mutual Advisors LLC | 4,814 | $327K | 0.0% | -31.3% | 0.109% | |
| 1/5/2024 | Beach Investment Counsel Inc. PA | 3,100 | $211K | 0.0% | N/A | 0.070% | |
| 1/2/2024 | Appleton Partners Inc. MA | 6,418 | $436K | 0.0% | -4.7% | 0.146% | |
| 11/14/2023 | Valley National Advisers Inc. | 10,671 | $650K | 0.1% | -3.5% | 0.243% | |
| 11/14/2023 | Mutual Advisors LLC | 7,007 | $427K | 0.0% | +6.8% | 0.159% | |
| 11/9/2023 | UBS Group AG | 50,273 | $3.06M | 0.0% | +2.4% | 1.143% | |
| 11/8/2023 | Herold Advisors Inc. | 4,320 | $263K | 0.1% | -24.7% | 0.098% | |
| 11/8/2023 | HighTower Advisors LLC | 66,020 | $4.01M | 0.0% | -1.6% | 1.500% | |
| 11/8/2023 | Fort Point Capital Partners LLC | 11,572 | $704K | 0.1% | +2.4% | 0.263% | |
| 11/8/2023 | Milestone Investment Advisors LLC | 21,615 | $1.32M | 0.4% | -7.7% | 0.491% | |
| 11/6/2023 | Lincoln National Corp | 18,146 | $1.11M | 0.0% | -4.2% | 0.412% | |
| 11/1/2023 | Albion Financial Group UT | 77,640 | $4.73M | 0.4% | -10.6% | 1.765% | |
| 10/30/2023 | Sonoma Private Wealth LLC | 10,233 | $623K | 1.1% | +2.0% | 0.233% | |
| 10/30/2023 | Equita Financial Network Inc. | 7,159 | $436K | 0.3% | N/A | 0.163% | |
| 10/30/2023 | Money Design Co. Ltd. | 86,105 | $5.24M | 0.3% | -34.4% | 1.957% | |
| 10/27/2023 | White Pine Investment CO | 96,744 | $5.89M | 2.1% | -0.9% | 2.199% | |
| 10/27/2023 | Gradient Investments LLC | 31,234 | $1.90M | 0.1% | -1.5% | 0.710% | |
| 10/24/2023 | Raymond James & Associates | 20,197 | $1.23M | 0.0% | +6.1% | 0.459% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 45,741 | $2.78M | 0.0% | +15.1% | 1.040% | |
| 10/19/2023 | Ballentine Partners LLC | 202,916 | $12.35M | 0.3% | +0.7% | 4.612% | |
| 10/16/2023 | Leavell Investment Management Inc. | 116,545 | $7.10M | 0.5% | +4.5% | 2.649% | |
| 10/12/2023 | Sage Financial Group Inc. | 30,359 | $1.85M | 0.2% | +2.7% | 0.690% | |
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| 8/14/2023 | Silvercrest Asset Management Group LLC | 6,829 | $431K | 0.0% | -32.6% | 0.155% | |
| 8/11/2023 | Ameritas Investment Partners Inc. | 7,877 | $498K | 0.0% | +2.8% | 0.179% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 4,660 | $294K | 0.0% | N/A | 0.106% | |
| 8/10/2023 | Citigroup Inc. | 113,847 | $7.19M | 0.0% | -1.4% | 2.587% | |
| 8/7/2023 | Vestmark Advisory Solutions Inc. | 8,857 | $559K | 0.0% | N/A | 0.201% | |
| 8/7/2023 | Lincoln National Corp | 18,935 | $1.20M | 0.0% | -2.3% | 0.430% | |
| 8/2/2023 | Bank of Montreal Can | 4,674 | $296K | 0.0% | N/A | 0.106% | |
| 8/2/2023 | Milestone Investment Advisors LLC | 23,412 | $1.48M | 0.5% | +52.1% | 0.532% | |
| 7/31/2023 | LPL Financial LLC | 7,926 | $501K | 0.0% | -8.3% | 0.180% | |
| 7/31/2023 | Mutual Advisors LLC | 6,559 | $414K | 0.0% | +3.8% | 0.149% | |
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