| 11/20/2024 | Westside Investment Management Inc. | 3,800 | $115K | 0.0% | +10.1% | 0.001% | |
| 11/18/2024 | TD Private Client Wealth LLC | 94,117 | $2.85M | 0.1% | +13.7% | 0.036% | |
| 11/15/2024 | Continuum Advisory LLC | 933 | $28K | 0.0% | -84.1% | 0.000% | |
| 11/15/2024 | IHT Wealth Management LLC | 119,422 | $3.62M | 0.1% | -3.3% | 0.046% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 21,501 | $651K | 0.0% | +3.5% | 0.008% | |
| 11/14/2024 | Captrust Financial Advisors | 41,293 | $1.25M | 0.0% | +11.9% | 0.016% | |
|
| 11/13/2024 | BNP Paribas Financial Markets | 307,552 | $9.31M | 0.0% | +8,443.1% | 0.119% | |
| 11/13/2024 | Private Trust Co. NA | 26,249 | $795K | 0.1% | +17.1% | 0.010% | |
| 11/13/2024 | Fisher Asset Management LLC | 1,588,377 | $48.10M | 0.0% | -49.7% | 0.613% | |
| 11/9/2024 | STAR Financial Bank | 48,224 | $1.46M | 1.0% | N/A | 0.019% | |
| 11/8/2024 | First Horizon Advisors Inc. | 50,683 | $1.54M | 0.0% | -13.3% | 0.020% | |
| 11/8/2024 | Avior Wealth Management LLC | 121,558 | $3.68M | 0.1% | +0.9% | 0.047% | |
| 11/8/2024 | BIP Wealth LLC | 543,299 | $16.45M | 1.1% | +9.5% | 0.210% | |
| 11/5/2024 | Mascoma Wealth Management LLC | 81,499 | $2.47M | 0.6% | +384.0% | 0.031% | |
| 11/5/2024 | Compass Financial Group Inc. | 112,055 | $3.39M | 1.6% | -0.7% | 0.043% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 84,986 | $2.57M | 0.2% | -0.8% | 0.033% | |
| 11/4/2024 | Kennebec Savings Bank | 1,586 | $48K | 0.0% | N/A | 0.001% | |
| 11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 18,529 | $561K | 0.0% | +7.6% | 0.007% | |
| 10/30/2024 | Capital Investment Services of America Inc. | 50,073 | $1.52M | 0.1% | -2.0% | 0.019% | |
| 10/30/2024 | Red Cedar Investment Management LLC | 893,256 | $27.05M | 3.4% | -3.9% | 0.345% | |
| 10/29/2024 | IAG Wealth Partners LLC | 9,820 | $297K | 0.1% | -11.3% | 0.004% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 109,022 | $3.30M | 0.0% | -2.0% | 0.042% | |
| 10/29/2024 | Princeton Global Asset Management LLC | 3,354 | $102K | 0.0% | N/A | 0.001% | |
| 10/29/2024 | Greenwich Wealth Management LLC | 35,230 | $1.07M | 0.1% | +34.8% | 0.014% | |
| 10/29/2024 | Farther Finance Advisors LLC | 11,448 | $347K | 0.0% | +2,427.2% | 0.004% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 324,518 | $9.83M | 0.8% | +5.0% | 0.125% | |
| 10/28/2024 | Rosenberg Matthew Hamilton | 136,217 | $4.13M | 1.1% | +5.9% | 0.053% | |
| 10/25/2024 | Hudson Valley Investment Advisors Inc. ADV | 1,016,952 | $30.79M | 3.4% | +108.5% | 0.392% | |
| 10/23/2024 | Rogco LP | 350,764 | $10.62M | 4.2% | +1.1% | 0.135% | |
| 10/22/2024 | Coston McIsaac & Partners | 856 | $25K | 0.0% | N/A | 0.000% | |
| 10/21/2024 | Oakworth Capital Inc. | 1,680 | $51K | 0.0% | -45.0% | 0.001% | |
| 10/21/2024 | Whittier Trust Co. of Nevada Inc. | 34,263 | $1.04M | 0.0% | +27.1% | 0.013% | |
| 10/21/2024 | Whittier Trust Co. | 115,005 | $3.48M | 0.0% | -1.1% | 0.044% | |
| 10/18/2024 | Bartlett & CO. Wealth Management LLC | 135,842 | $4.11M | 0.1% | -7.7% | 0.052% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 121,113 | $3.67M | 0.2% | +32.0% | 0.047% | |
| 10/9/2024 | Pinnacle Bancorp Inc. | 26,856 | $813K | 0.2% | +21.1% | 0.010% | |
| 10/9/2024 | Money Design Co. Ltd. | 113,780 | $3.45M | 0.2% | +3.0% | 0.044% | |
| 10/8/2024 | City Holding Co. | 34,411 | $1.04M | 0.1% | +12.2% | 0.013% | |
| 10/7/2024 | GAMMA Investing LLC | 91,354 | $2.77M | 0.3% | +16.3% | 0.035% | |
| 10/5/2024 | Arkansas Financial Group Inc. | 983,719 | $29.79M | 4.6% | +21.6% | 0.380% | |
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| 10/2/2024 | Massmutual Trust Co. FSB ADV | 89,672 | $2.72M | 0.1% | +47.5% | 0.035% | |
| 8/14/2024 | Marshall Wace LLP | 393,200 | $11.68M | 0.0% | +16.4% | 0.152% | |
| 8/14/2024 | Certified Advisory Corp | 109,281 | $3.25M | 0.4% | +77.2% | 0.042% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 982 | $29K | 0.0% | -53.2% | 0.000% | |
| 8/9/2024 | Greenwich Wealth Management LLC | 26,130 | $776K | 0.1% | -1.8% | 0.010% | |
| 8/8/2024 | Parallel Advisors LLC | 149,812 | $4.45M | 0.1% | -5.8% | 0.058% | |
| 8/7/2024 | Beam Wealth Advisors Inc. | 19,456 | $578K | 0.2% | N/A | 0.008% | |
| 8/6/2024 | MainStreet Investment Advisors LLC | 48,231 | $1.43M | 0.2% | -3.3% | 0.019% | |
| 8/3/2024 | SouthState Corp | 2,761 | $82K | 0.0% | N/A | 0.001% | |
| 8/2/2024 | Mascoma Wealth Management LLC | 16,838 | $500K | 0.1% | -2.2% | 0.006% | |
| 8/1/2024 | TIAA Trust National Association | 2,205,872 | $65.51M | 0.2% | -6.8% | 0.851% | |
| 8/1/2024 | Mechanics Financial Corp | 33,018 | $981K | 0.5% | +9.7% | 0.013% | |
| 8/1/2024 | Crestwood Advisors Group LLC | 12,500 | $371K | 0.0% | -2.7% | 0.005% | |
| 8/1/2024 | Augustine Asset Management Inc. | 7,968 | $237K | 0.1% | N/A | 0.003% | |
| 8/1/2024 | Eukles Asset Management | 141,996 | $4.22M | 1.8% | +1.3% | 0.055% | |
| 7/31/2024 | IFG Advisory LLC | 30,798 | $915K | 0.1% | +1.9% | 0.012% | |
| 7/31/2024 | Private Ocean LLC | 4,904 | $146K | 0.0% | N/A | 0.002% | |
| 7/30/2024 | Atlas Capital Advisors LLC | 4,432 | $132K | 0.0% | N/A | 0.002% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 85,633 | $2.54M | 0.2% | -5.0% | 0.033% | |
| 7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 17,218 | $511K | 0.0% | +17.3% | 0.007% | |
| 7/29/2024 | Whittier Trust Co. of Nevada Inc. | 26,948 | $800K | 0.0% | -2.0% | 0.010% | |
| 7/29/2024 | Whittier Trust Co. | 116,323 | $3.46M | 0.0% | -8.6% | 0.045% | |
| 7/27/2024 | Rosenberg Matthew Hamilton | 128,683 | $3.81M | 1.1% | -17.5% | 0.050% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 406,916 | $12.09M | 0.0% | +130.7% | 0.157% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,820,340 | $54.06M | 0.0% | +37.5% | 0.703% | |
| 7/25/2024 | Red Cedar Investment Management LLC | 929,101 | $27.59M | 3.8% | -14.3% | 0.359% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 91,760 | $2.73M | 0.2% | -7.2% | 0.035% | |
| 7/23/2024 | NewSquare Capital LLC | 235,395 | $6.99M | 0.6% | -0.6% | 0.091% | |
| 7/20/2024 | First Horizon Advisors Inc. | 58,460 | $1.74M | 0.1% | -2.2% | 0.023% | |
| 7/19/2024 | Oakworth Capital Inc. | 3,052 | $91K | 0.0% | -59.0% | 0.001% | |
| 7/17/2024 | AlphaMark Advisors LLC | 13,906 | $413K | 0.1% | -6.1% | 0.005% | |
| 7/17/2024 | AdvisorNet Financial Inc | 13,091 | $389K | 0.0% | -3.9% | 0.005% | |
| 7/15/2024 | New Hampshire Trust | 9,139 | $271K | 0.1% | N/A | 0.004% | |
| 7/12/2024 | City Holding Co. | 30,669 | $911K | 0.1% | +11.5% | 0.012% | |
| 7/11/2024 | Manning & Napier Advisors LLC | 1,180,228 | $35.05M | 0.4% | N/A | 0.456% | |
| 7/9/2024 | Kingswood Wealth Advisors LLC | 18,064 | $536K | 0.0% | -32.1% | 0.007% | |
| 7/2/2024 | Hudson Valley Investment Advisors Inc. ADV | 487,831 | $14.51M | 1.8% | -24.4% | 0.188% | |
| 7/2/2024 | Massmutual Trust Co. FSB ADV | 60,793 | $1.81M | 0.1% | +25.8% | 0.023% | |
| 7/2/2024 | GAMMA Investing LLC | 78,555 | $2.33M | 0.3% | +60.0% | 0.030% | |
| 5/21/2024 | LRI Investments LLC | 1,954 | $58K | 0.0% | N/A | 0.001% | |
| 5/17/2024 | Comerica Bank | 24,700 | $735K | 0.0% | -46.1% | 0.010% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 281,759 | $8.39M | 0.5% | +1.4% | 0.109% | |
| 5/15/2024 | LRI Investments LLC | 1,954 | $58K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 67,850 | $2.02M | 1.0% | -6.3% | 0.026% | |
| 5/13/2024 | Windham Capital Management LLC | 34,953 | $1.04M | 0.8% | -91.5% | 0.014% | |
| 5/13/2024 | Penobscot Investment Management Company Inc. | 50,630 | $1.51M | 0.2% | -4.2% | 0.020% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 108,214 | $3.22M | 0.1% | -31.7% | 0.042% | |
| 5/10/2024 | Allstate Corp | 1,893,700 | $56.38M | 4.0% | +22.0% | 0.735% | |
| 5/10/2024 | TIAA Trust National Association | 2,367,461 | $70.48M | 0.2% | +6.7% | 0.919% | |
| 5/9/2024 | Rogco LP | 340,471 | $10.14M | 4.1% | +4.7% | 0.132% | |
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| 5/7/2024 | Benedetti & Gucer Inc. | 17,939 | $534K | 0.3% | -6.7% | 0.007% | |
| 5/6/2024 | Staley Capital Advisers Inc. | 97,965 | $2.92M | 0.1% | +2.9% | 0.038% | |
| 5/4/2024 | Gould Asset Management LLC CA | 73,640 | $2.19M | 0.5% | -4.2% | 0.029% | |
| 5/3/2024 | United Community Bank | 18,408 | $548K | 0.2% | +2.0% | 0.007% | |
| 5/3/2024 | Compass Financial Group Inc. | 110,284 | $3.28M | 1.7% | -1.2% | 0.043% | |
| 5/3/2024 | Whittier Trust Co. | 127,285 | $3.79M | 0.1% | +41.9% | 0.049% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 13,119 | $391K | 0.1% | +23.7% | 0.005% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 30,368 | $904K | 0.0% | -90.9% | 0.012% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 176,347 | $5.25M | 0.0% | +34.7% | 0.068% | |
| 4/24/2024 | Private Trust Co. NA | 21,697 | $646K | 0.1% | +29.9% | 0.008% | |
