| 2/18/2025 | Cornerstone Advisory LLC | 6,801 | $300K | 0.0% | N/A | 0.043% | |
| 2/17/2025 | Two Sigma Investments LP | 138,900 | $5.85M | 0.0% | +80.6% | 0.879% | |
| 2/17/2025 | MJP Associates Inc. ADV | 256,227 | $10.79M | 1.9% | -0.5% | 1.621% | |
| 2/17/2025 | Cetera Investment Advisers | 898,136 | $37.82M | 0.1% | -17.6% | 5.681% | |
| 2/17/2025 | Bank of America Corp DE | 1,367,694 | $57.59M | 0.0% | +28.6% | 8.651% | |
| 2/17/2025 | Benjamin Edwards Inc. | 97,608 | $4.11M | 0.1% | -9.1% | 0.617% | |
| 2/14/2025 | Capital Analysts LLC | 42,489 | $1.79M | 0.1% | -8.8% | 0.269% | |
| 2/14/2025 | Price T Rowe Associates Inc. MD | 1,250,001 | $52.64M | 0.0% | +38.9% | 7.906% | |
| 2/14/2025 | Stifel Financial Corp | 91,464 | $3.85M | 0.0% | +2.5% | 0.579% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 3,603 | $150K | 0.0% | +1,466.5% | 0.023% | |
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| 2/14/2025 | MML Investors Services LLC | 35,656 | $1.50M | 0.0% | -2.2% | 0.226% | |
| 2/14/2025 | GeoWealth Management LLC | 17,999 | $758K | 0.0% | N/A | 0.114% | |
| 2/13/2025 | Marshall Wace LLP | 6,995 | $295K | 0.0% | -40.4% | 0.044% | |
| 2/13/2025 | Heritage Trust Co | 18,127 | $763K | 0.1% | N/A | 0.115% | |
| 2/13/2025 | First Foundation Advisors | 91,604 | $3.86M | 0.1% | -0.5% | 0.579% | |
| 2/13/2025 | Swisher Financial Concepts Inc. | 23,024 | $970K | 1.1% | -56.6% | 0.146% | |
| 2/13/2025 | Certior Financial Group LLC | 5,181 | $218K | 0.2% | N/A | 0.033% | |
| 2/13/2025 | Ted Buchan & Co | 37,211 | $1.57M | 0.7% | -8.3% | 0.235% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 801,717 | $33.76M | 0.0% | -1.0% | 5.071% | |
| 2/12/2025 | National Wealth Management Group LLC | 214,189 | $9.02M | 6.0% | +0.9% | 1.355% | |
| 2/12/2025 | National Bank of Canada FI | 1,910 | $81K | 0.0% | -45.8% | 0.012% | |
| 2/12/2025 | NBZ Investment Advisors LLC | 64,625 | $2.72M | 1.5% | N/A | 0.409% | |
| 2/11/2025 | Hershey Financial Advisers LLC | 12,468 | $525K | 0.5% | N/A | 0.079% | |
| 2/11/2025 | LPL Financial LLC | 19,922 | $839K | 0.0% | +34.7% | 0.126% | |
| 2/10/2025 | John & Kathleen Schreiber Foundation | 111,349 | $4.69M | 2.7% | N/A | 0.704% | |
| 2/10/2025 | Glenview Trust co | 1,560,592 | $65.72M | 1.2% | +9.5% | 9.871% | |
| 2/10/2025 | Harbour Investments Inc. | 36,177 | $1.52M | 0.0% | +2.9% | 0.229% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 571,803 | $24.08M | 0.0% | +23.1% | 3.617% | |
| 2/10/2025 | Hopwood Financial Services Inc. | 92,945 | $3.91M | 3.0% | N/A | 0.588% | |
| 2/7/2025 | PFG Advisors | 6,643 | $280K | 0.0% | N/A | 0.042% | |
| 2/7/2025 | HighTower Advisors LLC | 10,673 | $449K | 0.0% | -8.5% | 0.068% | |
| 2/7/2025 | Ellerson Group Inc. ADV | 21,133 | $890K | 0.6% | +35.6% | 0.134% | |
| 2/6/2025 | Raymond James Financial Inc. | 310,975 | $13.10M | 0.0% | N/A | 1.967% | |
| 2/6/2025 | Souders Financial Advisors | 247,258 | $10.41M | 1.5% | +15.8% | 1.564% | |
| 2/6/2025 | Bedel Financial Consulting Inc. | 29,719 | $1.29M | 0.2% | +5.7% | 0.188% | |
| 2/6/2025 | Jones Financial Companies Lllp | 372,098 | $15.67M | 0.0% | +42.1% | 2.354% | |
| 2/5/2025 | Maia Wealth LLC | 30,338 | $1.30M | 0.3% | +41.1% | 0.192% | |
| 2/5/2025 | Maple Capital Management Inc. | 35,932 | $1.51M | 0.1% | +41.9% | 0.227% | |
| 2/5/2025 | Linscomb Wealth Inc. | 239,777 | $10.10M | 0.5% | +9.3% | 1.517% | |
| 2/5/2025 | Armstrong Fleming & Moore Inc | 313,824 | $13.22M | 8.0% | +2.5% | 1.985% | |
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| 2/5/2025 | Advisor OS LLC | 260,132 | $10.95M | 1.3% | +1.0% | 1.645% | |
| 2/4/2025 | IFP Advisors Inc | 23,980 | $1.01M | 0.0% | N/A | 0.152% | |
| 2/4/2025 | Capital Advisors Ltd. LLC | 68,842 | $2.90M | 0.4% | +10.6% | 0.435% | |
| 2/4/2025 | Summit Asset Management LLC | 58,197 | $2.45M | 0.4% | -1.4% | 0.368% | |
| 2/3/2025 | Sigma Planning Corp | 57,379 | $2.42M | 0.1% | +10.7% | 0.363% | |
| 2/3/2025 | Citizens National Bank Trust Department | 13,495 | $568K | 0.1% | +2.6% | 0.085% | |
| 2/3/2025 | Private Advisor Group LLC | 13,464 | $567K | 0.0% | +9.3% | 0.085% | |
| 1/31/2025 | D.A. Davidson & CO. | 201,512 | $8.49M | 0.1% | +27.6% | 1.275% | |
| 1/31/2025 | Truist Financial Corp | 86,059 | $3.62M | 0.0% | -12.2% | 0.544% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 6,333 | $267K | 0.0% | -9.1% | 0.040% | |
| 1/30/2025 | Principal Securities Inc. | 26,820 | $1.13M | 0.0% | +5.7% | 0.170% | |
| 1/30/2025 | Legacy Capital Wealth Partners LLC | 13,753 | $579K | 0.1% | +14.0% | 0.087% | |
| 1/30/2025 | MidAtlantic Capital Management Inc. | 1,733 | $73K | 0.1% | N/A | 0.011% | |
| 1/29/2025 | Essex Financial Services Inc. | 6,955 | $293K | 0.0% | N/A | 0.044% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 9,858 | $415K | 0.4% | N/A | 0.062% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 31,918 | $1.36M | 0.1% | +663.4% | 0.202% | |
| 1/27/2025 | Robertson Stephens Wealth Management LLC | 133,297 | $5.61M | 0.2% | +4.6% | 0.843% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 35,257 | $1.49M | 0.1% | -2.2% | 0.223% | |
| 1/24/2025 | DAVENPORT & Co LLC | 13,320 | $561K | 0.0% | +6.7% | 0.084% | |
| 1/22/2025 | Matrix Asset Advisors Inc. NY | 60,480 | $2.55M | 0.3% | +1.9% | 0.383% | |
| 1/22/2025 | Cascade Investment Advisors Inc. | 5,040 | $212K | 0.1% | N/A | 0.032% | |
| 1/22/2025 | BankPlus Wealth Management LLC | 6,315 | $266K | 0.2% | N/A | 0.040% | |
| 1/22/2025 | Lighthouse Wealth Management Inc. | 26,472 | $1.12M | 1.0% | N/A | 0.167% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 694 | $29K | 0.0% | -35.7% | 0.004% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 31,495 | $1.33M | 0.0% | +8.9% | 0.199% | |
| 1/16/2025 | CMH Wealth Management LLC | 169,886 | $7.15M | 1.6% | -11.3% | 1.075% | |
| 1/16/2025 | Mitchell Mcleod Pugh & Williams Inc. | 19,606 | $826K | 0.2% | +12.0% | 0.124% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 5,905 | $249K | 0.0% | -34.0% | 0.037% | |
| 1/15/2025 | Trust Co of Kansas | 765,859 | $32.25M | 15.5% | +11.3% | 4.844% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 5,775 | $243K | 0.0% | N/A | 0.037% | |
| 1/15/2025 | Goldstone Financial Group LLC | 29,202 | $1.23M | 0.2% | -5.6% | 0.185% | |
| 1/15/2025 | Harbor Group Inc. | 376,022 | $15.83M | 3.6% | +1.3% | 2.378% | |
| 11/15/2024 | MML Investors Services LLC | 36,469 | $1.45M | 0.0% | +35.8% | 0.231% | |
| 11/15/2024 | Jane Street Group LLC | 18,926 | $750K | 0.0% | N/A | 0.120% | |
| 11/15/2024 | Stifel Financial Corp | 89,233 | $3.54M | 0.0% | -5.3% | 0.564% | |
| 11/15/2024 | HighTower Advisors LLC | 11,669 | $463K | 0.0% | +8.6% | 0.074% | |
| 11/15/2024 | Benjamin Edwards Inc. | 107,355 | $4.26M | 0.1% | N/A | 0.679% | |
| 11/14/2024 | National Wealth Management Group LLC | 212,345 | $8.42M | 5.7% | +6.0% | 1.343% | |
| 11/13/2024 | D.A. Davidson & CO. | 157,906 | $6.26M | 0.1% | +34.9% | 0.999% | |
| 11/8/2024 | Equita Financial Network Inc. | 6,491 | $257K | 0.1% | N/A | 0.041% | |
| 11/8/2024 | Prospera Financial Services Inc | 5,377 | $213K | 0.0% | N/A | 0.034% | |
| 11/6/2024 | Linscomb Wealth Inc. | 219,423 | $8.70M | 0.4% | +2.1% | 1.388% | |
| 11/6/2024 | Summit Asset Management LLC | 59,022 | $2.34M | 0.4% | -1.8% | 0.373% | |
| 11/5/2024 | Souders Financial Advisors | 213,440 | $8.46M | 1.2% | -4.7% | 1.350% | |
| 11/5/2024 | Harbour Investments Inc. | 35,171 | $1.39M | 0.0% | -3.9% | 0.222% | |
| 11/4/2024 | Mitchell Mcleod Pugh & Williams Inc. | 17,506 | $694K | 0.1% | +20.6% | 0.111% | |
| 11/4/2024 | Legacy Capital Wealth Partners LLC | 12,064 | $478K | 0.1% | +12.2% | 0.076% | |
| 11/4/2024 | Sigma Planning Corp | 51,840 | $2.06M | 0.1% | -8.2% | 0.328% | |
| 11/2/2024 | Ted Buchan & Co | 40,600 | $1.61M | 0.8% | -37.7% | 0.257% | |
| 10/31/2024 | Sittner & Nelson LLC | 16,710 | $662K | 0.3% | +2.5% | 0.106% | |
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| 10/30/2024 | Maia Wealth LLC | 21,505 | $869K | 0.2% | N/A | 0.136% | |
| 10/29/2024 | Citizens National Bank Trust Department | 13,155 | $521K | 0.1% | +4.5% | 0.083% | |
| 10/29/2024 | Empire Life Investments Inc. | 29,720 | $1.18M | 0.1% | +12.9% | 0.188% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 28,924 | $1.15M | 0.0% | +22.1% | 0.183% | |
| 10/28/2024 | Goldstone Financial Group LLC | 30,933 | $1.23M | 0.2% | N/A | 0.196% | |
| 10/25/2024 | Diversify Wealth Management LLC | 8,985 | $361K | 0.0% | N/A | 0.057% | |
| 10/24/2024 | Capital Advisors Ltd. LLC | 62,263 | $2.47M | 0.3% | +4.6% | 0.394% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 56,125 | $2.23M | 0.0% | -3.3% | 0.355% | |
| 10/22/2024 | Private Advisor Group LLC | 12,324 | $489K | 0.0% | +3.9% | 0.078% | |
| 10/22/2024 | Signaturefd LLC | 1,775 | $70K | 0.0% | N/A | 0.011% | |
