| 7/31/2025 | GLOBALT Investments LLC GA | 16,271 | $526K | 0.0% | -10.4% | 0.117% | |
| 7/29/2025 | Foster & Motley Inc. | 365,866 | $11.83M | 0.7% | +0.5% | 2.623% | |
| 7/28/2025 | Copia Wealth Management | 11,777 | $381K | 0.3% | +516.0% | 0.084% | |
| 7/16/2025 | Patron Partners LLC | 14,299 | $462K | 0.2% | +4.8% | 0.103% | |
| 5/8/2025 | Foster & Motley Inc. | 363,918 | $10.68M | 0.7% | +2.8% | 2.767% | |
| 5/7/2025 | GLOBALT Investments LLC GA | 18,155 | $533K | 0.0% | -9.7% | 0.138% | |
| 4/24/2025 | Patron Partners LLC | 13,648 | $401K | 0.2% | +22.7% | 0.104% | |
| 4/17/2025 | Copia Wealth Management | 1,912 | $56K | 0.1% | +50.3% | 0.014% | |
| 3/6/2025 | Copia Wealth Management | 1,272 | $38K | 0.0% | N/A | 0.009% | |
| 2/17/2025 | Ameriprise Financial Inc. | 53,183 | $1.59M | 0.0% | -32.2% | 0.331% | |
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| 2/12/2025 | Invenio Wealth Partners LLC | 47,592 | $1.43M | 0.6% | N/A | 0.297% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,786 | $114K | 0.0% | +717.7% | 0.024% | |
| 2/10/2025 | GLOBALT Investments LLC GA | 20,107 | $603K | 0.0% | -2.4% | 0.125% | |
| 1/24/2025 | Patron Partners LLC | 11,119 | $333K | 0.2% | +16.9% | 0.069% | |
| 1/23/2025 | Foster & Motley Inc. | 353,856 | $10.61M | 0.7% | -3.3% | 2.205% | |
| 11/13/2024 | Private Trust Co. NA | 1,950 | $63K | 0.0% | +550.0% | 0.012% | |
| 11/7/2024 | GLOBALT Investments LLC GA | 20,593 | $662K | 0.0% | -2.7% | 0.128% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 10,859 | $349K | 0.0% | -58.0% | 0.068% | |
| 10/30/2024 | Foster & Motley Inc. | 365,830 | $11.76M | 0.7% | -0.2% | 2.279% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 75,586 | $2.43M | 0.2% | +0.8% | 0.471% | |
| 8/6/2024 | Patron Partners LLC | 9,432 | $258K | 0.2% | +6.8% | 0.059% | |
| 8/3/2024 | Foster & Motley Inc. | 366,745 | $10.03M | 0.7% | -2.1% | 2.285% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 25,869 | $707K | 0.1% | -9.9% | 0.161% | |
| 5/3/2024 | Patron Partners LLC | 8,830 | $253K | 0.2% | +10.4% | 0.055% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 28,715 | $823K | 0.1% | -2.1% | 0.176% | |
| 2/20/2024 | GLOBALT Investments LLC GA | 24,673 | $736K | 0.0% | N/A | 0.121% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 29,325 | $874K | 0.1% | -5.5% | 0.143% | |
| 2/1/2024 | Foster & Motley Inc. | 356,489 | $10.63M | 0.8% | -11.8% | 1.743% | |
| 1/18/2024 | Patron Partners LLC | 7,999 | $238K | 0.2% | N/A | 0.039% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 67,717 | $2.02M | 0.2% | +2.7% | 0.331% | |
| 10/24/2023 | Foster & Motley Inc. | 404,316 | $10.47M | 0.9% | -1.6% | 1.977% | |
| 8/10/2023 | Bessemer Group Inc. | 3,800 | $111K | 0.0% | N/A | 0.019% | |
| 8/8/2023 | Foster & Motley Inc. | 410,865 | $12.00M | 0.9% | +1.1% | 2.009% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 57,943 | $1.69M | 0.2% | +19.8% | 0.243% | |
| 5/9/2023 | Foster & Motley Inc. | 406,566 | $12.06M | 1.0% | +9.3% | 1.694% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 8,370 | $248K | 0.0% | -61.2% | 0.035% | |
| 4/25/2023 | Creative Financial Designs Inc. ADV | 48,352 | $1.43M | 0.2% | +12.4% | 0.201% | |
| 3/6/2023 | OLD Mission Capital LLC | 80,108 | $2.33M | 0.1% | +183.1% | 0.288% | |
| 2/10/2023 | CoreCap Advisors LLC | 78,429 | $2.28M | 0.2% | -12.0% | 0.282% | |
| 2/9/2023 | Sowell Financial Services LLC | 32,973 | $957K | 0.1% | -38.0% | 0.118% | |
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| 2/9/2023 | Foster & Motley Inc. | 372,090 | $10.80M | 0.9% | +7.8% | 1.336% | |
| 2/1/2023 | Janney Montgomery Scott LLC | 21,565 | $626K | 0.0% | -30.1% | 0.077% | |
| 1/31/2023 | Community Bank N.A. | 4,035 | $117K | 0.0% | -12.7% | 0.014% | |
| 1/25/2023 | Mayflower Financial Advisors LLC | 7,517 | $218K | 0.0% | N/A | 0.027% | |
| 1/19/2023 | Mayflower Financial Advisors LLC | 7,517 | $218K | 0.1% | N/A | 0.026% | |
| 12/2/2022 | American Trust | 9,935 | $284K | 0.0% | +45.6% | 0.030% | |
| 11/15/2022 | Signature Securities Group Corporation | 3,054 | $87K | 0.0% | N/A | 0.010% | |
| 11/15/2022 | Partners Capital Investment Group LLP | 9,326 | $267K | 0.0% | N/A | 0.029% | |
| 11/14/2022 | OLD Mission Capital LLC | 28,298 | $810K | 0.0% | N/A | 0.086% | |
| 11/4/2022 | Foster & Motley Inc. | 345,273 | $9.89M | 0.9% | +4.7% | 1.054% | |
| 11/3/2022 | Bogart Wealth LLC | 1,250 | $36K | 0.0% | N/A | 0.004% | |
| 11/2/2022 | Hudock Inc. | 2,176 | $62K | 0.0% | -44.1% | 0.007% | |
| 10/31/2022 | Green Square Capital Advisors LLC | 134,266 | $3.84M | 0.7% | -37.9% | 0.410% | |
| 10/25/2022 | Janney Montgomery Scott LLC | 30,873 | $884K | 0.0% | +3.5% | 0.094% | |
| 10/17/2022 | WealthCare Investment Partners LLC | 8,391 | $240K | 0.2% | +37.4% | 0.025% | |
| 9/16/2022 | Private Trust Co. NA | 9,257 | $319K | 0.0% | N/A | 0.027% | |
| 8/11/2022 | CoreCap Advisors LLC | 85,368 | $2.94M | 0.2% | +8.1% | 0.251% | |
| 8/9/2022 | Foster & Motley Inc. | 329,805 | $11.36M | 1.0% | +5.0% | 0.970% | |
| 8/3/2022 | Janney Montgomery Scott LLC | 29,832 | $1.04M | 0.0% | -6.3% | 0.088% | |
| 8/1/2022 | Creative Financial Designs Inc. ADV | 43,436 | $1.50M | 0.2% | +3.4% | 0.128% | |
| 7/29/2022 | Patriot Financial Group Insurance Agency LLC | 5,546 | $191K | 0.0% | -51.7% | 0.016% | |
| 7/26/2022 | Community Bank N.A. | 4,605 | $158K | 0.0% | -84.4% | 0.014% | |
| 7/20/2022 | Green Square Capital Advisors LLC | 216,116 | $7.44M | 1.4% | -3.1% | 0.657% | |
| 7/18/2022 | WealthCare Investment Partners LLC | 6,106 | $210K | 0.2% | N/A | 0.019% | |
| 6/8/2022 | American Trust | 6,683 | $261K | 0.0% | N/A | 0.019% | |
| 5/27/2022 | Garde Capital Inc. | 7,488 | $292K | 0.0% | -11.3% | 0.022% | |
| 5/11/2022 | Patriot Financial Group Insurance Agency LLC | 11,489 | $449K | 0.1% | +17.5% | 0.034% | |
| 5/10/2022 | Aaron Wealth Advisors LLC | 15,264 | $391K | 0.0% | N/A | 0.045% | |
| 5/10/2022 | Tcwp LLC | 829 | $32K | 0.0% | N/A | 0.002% | |
| 5/5/2022 | Community Bank N.A. | 29,605 | $1.16M | 0.1% | -40.7% | 0.086% | |
| 5/5/2022 | Green Square Capital Advisors LLC | 223,038 | $8.71M | 1.4% | +12.3% | 0.651% | |
| 5/2/2022 | Hudock Inc. | 3,869 | $151K | 0.0% | -36.6% | 0.011% | |
| 5/2/2022 | Arkadios Wealth Advisors | 50,237 | $1.96M | 0.3% | -33.2% | 0.145% | |
| 4/29/2022 | CoreCap Advisors LLC | 78,944 | $3.08M | 0.2% | +8.6% | 0.228% | |
| 4/28/2022 | Foster & Motley Inc. | 314,163 | $12.27M | 1.0% | +8.8% | 0.905% | |
| 4/15/2022 | WealthBridge Capital Management LLC | 15,700 | $613K | 0.2% | -10.0% | 0.045% | |
| 4/15/2022 | Creative Financial Designs Inc. ADV | 41,990 | $1.64M | 0.2% | -22.7% | 0.121% | |
| 4/8/2022 | Alaska Permanent Capital Management | 15,757 | $615K | 0.1% | N/A | 0.044% | |
| 3/8/2022 | Green Square Capital Advisors LLC | 198,578 | $8.59M | 1.7% | +1.8% | 0.537% | |
| 2/10/2022 | Tsfg LLC | 2,896 | $125K | 0.0% | -16.2% | 0.008% | |
| 2/10/2022 | Nations Financial Group Inc. IA ADV | 17,075 | $739K | 0.1% | +3.6% | 0.046% | |
| 2/9/2022 | Sowell Financial Services LLC | 45,171 | $1.96M | 0.1% | +0.8% | 0.123% | |
| 2/9/2022 | Baird Financial Group Inc. | 26,518 | $1.15M | 0.0% | -5.5% | 0.072% | |
| 2/8/2022 | West Bancorporation Inc. | 674 | $29K | 0.0% | N/A | 0.002% | |
| 2/3/2022 | Arkadios Wealth Advisors | 75,240 | $3.26M | 0.4% | +16.4% | 0.204% | |
| 2/2/2022 | Sigma Planning Corp | 4,630 | $200K | 0.0% | N/A | 0.013% | |
| 1/28/2022 | Amplius Wealth Advisors LLC | 877 | $37K | 0.0% | N/A | 0.002% | |
| 1/27/2022 | Community Bank N.A. | 49,955 | $2.16M | 0.2% | -9.1% | 0.134% | |
| 1/27/2022 | Janney Montgomery Scott LLC | 41,439 | $1.79M | 0.0% | +31.2% | 0.111% | |
| 1/26/2022 | Creative Financial Designs Inc. ADV | 54,306 | $2.35M | 0.4% | +4.7% | 0.146% | |
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| 1/25/2022 | Foster & Motley Inc. | 288,641 | $12.49M | 1.0% | +12.4% | 0.773% | |
| 1/18/2022 | Lindbrook Capital LLC | 3,175 | $137K | 0.0% | N/A | 0.008% | |
| 1/10/2022 | Patriot Financial Group Insurance Agency LLC | 9,779 | $423K | 0.1% | -11.3% | 0.025% | |
| 11/24/2021 | Patriot Financial Group Insurance Agency LLC | 11,029 | $429K | 0.1% | -13.0% | 0.029% | |
| 11/16/2021 | Captrust Financial Advisors | 8,926 | $347K | 0.0% | +7.7% | 0.022% | |
| 11/12/2021 | Nations Financial Group Inc. IA ADV | 16,475 | $641K | 0.1% | +3.1% | 0.041% | |
| 11/4/2021 | Sowell Financial Services LLC | 44,807 | $1.74M | 0.1% | -10.8% | 0.112% | |
| 10/29/2021 | GWM Advisors LLC | 55,848 | $2.17M | 0.1% | +27.1% | 0.140% | |
| 10/29/2021 | Janney Montgomery Scott LLC | 31,596 | $1.23M | 0.0% | +6.9% | 0.079% | |
| 10/29/2021 | Foster & Motley Inc. | 256,722 | $9.99M | 0.8% | +24.9% | 0.645% | |
