| 8/15/2025 | Captrust Financial Advisors | 50,792 | $1.82M | 0.0% | +3.2% | 0.256% | |
| 8/15/2025 | Bank of America Corp DE | 878,678 | $31.40M | 0.0% | -35.4% | 4.427% | |
| 8/14/2025 | Jane Street Group LLC | 18,073 | $646K | 0.0% | N/A | 0.091% | |
| 8/14/2025 | Raymond James Financial Inc. | 233,629 | $8.35M | 0.0% | +2.2% | 1.177% | |
| 8/14/2025 | Diversify Wealth Management LLC | 37,311 | $1.32M | 0.1% | +2.3% | 0.188% | |
| 8/14/2025 | Diversify Advisory Services LLC | 13,211 | $466K | 0.0% | +37.7% | 0.067% | |
| 8/14/2025 | FAS Wealth Partners Inc. | 111,454 | $3.98M | 0.3% | -2.3% | 0.561% | |
| 8/14/2025 | NewEdge Advisors LLC | 12,411 | $443K | 0.0% | -24.6% | 0.063% | |
| 8/14/2025 | Cerity Partners LLC | 244,848 | $8.75M | 0.0% | +0.2% | 1.233% | |
| 8/13/2025 | Flow Traders U.S. LLC | 80,877 | $2.89M | 0.1% | N/A | 0.407% | |
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| 8/13/2025 | Baird Financial Group Inc. | 8,258 | $295K | 0.0% | +6.3% | 0.042% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 8,879 | $317K | 0.0% | N/A | 0.045% | |
| 8/12/2025 | CreativeOne Wealth LLC | 15,770 | $563K | 0.0% | -4.8% | 0.079% | |
| 8/12/2025 | Global Retirement Partners LLC | 34,381 | $1.23M | 0.0% | N/A | 0.173% | |
| 8/12/2025 | JPMorgan Chase & Co. | 944 | $34K | 0.0% | -61.3% | 0.005% | |
| 8/11/2025 | ARS Investment Partners LLC | 34,302 | $1.23M | 0.1% | N/A | 0.173% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 60,490 | $2.16M | 0.0% | -0.7% | 0.305% | |
| 8/8/2025 | Cetera Investment Advisers | 13,000 | $464K | 0.0% | +8.2% | 0.065% | |
| 8/8/2025 | Creative Planning | 238,876 | $8.54M | 0.0% | -1.2% | 1.203% | |
| 8/8/2025 | Arvest Bank Trust Division | 1,251,112 | $44.70M | 2.6% | -2.1% | 6.303% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 2,607 | $93K | 0.0% | -14.3% | 0.013% | |
| 8/7/2025 | CENTRAL TRUST Co | 2,931 | $105K | 0.0% | +388.5% | 0.015% | |
| 8/7/2025 | Parkside Financial Bank & Trust | 218,650 | $7.81M | 0.8% | +3.3% | 1.102% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 43,336 | $1.55M | 0.0% | N/A | 0.218% | |
| 8/5/2025 | Castlekeep Investment Advisors LLC | 187,317 | $6.69M | 3.3% | +0.3% | 0.944% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,162 | $399K | 0.1% | +28.1% | 0.056% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 98,751 | $3.53M | 0.1% | -2.8% | 0.497% | |
| 8/1/2025 | Bessemer Group Inc. | 1,812 | $65K | 0.0% | N/A | 0.009% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 58,390 | $2.09M | 0.0% | -8.0% | 0.294% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 6,621 | $237K | 0.0% | -11.8% | 0.033% | |
| 7/29/2025 | Foster & Motley Inc. | 639,979 | $22.87M | 1.3% | -1.4% | 3.224% | |
| 7/29/2025 | Oxbow Advisors LLC | 182,470 | $6.52M | 0.7% | -14.9% | 0.919% | |
| 7/25/2025 | CWM LLC | 259,548 | $9.27M | 0.0% | -4.2% | 1.308% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 32,755 | $1.17M | 0.1% | +1.8% | 0.165% | |
| 7/23/2025 | Traphagen Investment Advisors LLC | 697,588 | $24.93M | 2.4% | +0.8% | 3.514% | |
| 7/23/2025 | Country Club Bank | 103,482 | $3.68M | 0.2% | -1.4% | 0.521% | |
| 7/23/2025 | SteelPeak Wealth LLC | 10,429 | $373K | 0.0% | +7.0% | 0.053% | |
| 7/22/2025 | Keudell Morrison Wealth Management | 279,374 | $9.98M | 2.2% | +4.5% | 1.407% | |
| 7/18/2025 | Truist Financial Corp | 12,185 | $435K | 0.0% | -25.8% | 0.061% | |
| 7/17/2025 | XML Financial LLC | 62,083 | $2.22M | 0.2% | -2.9% | 0.313% | |
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| 7/16/2025 | Magnus Financial Group LLC | 861,349 | $30.78M | 2.7% | +1.4% | 4.339% | |
| 7/15/2025 | Financial Partners Group Inc | 65,906 | $2.36M | 0.3% | -0.9% | 0.332% | |
| 7/14/2025 | Financial Enhancement Group LLC | 76,685 | $2.68M | 0.4% | +11.1% | 0.386% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 97,777 | $3.49M | 1.6% | +0.5% | 0.494% | |
| 7/10/2025 | Triangle Securities Wealth Management | 233,011 | $8.33M | 2.0% | -2.7% | 1.177% | |
| 7/9/2025 | Stokes Capital Advisors LLC | 16,547 | $591K | 0.1% | +13.9% | 0.084% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 13,569 | $479K | 0.2% | -3.1% | 0.069% | |
| 7/8/2025 | Atwood & Palmer Inc. | 659,221 | $23.55M | 1.5% | +0.3% | 3.329% | |
| 7/7/2025 | Nova Wealth Management Inc. | 21,267 | $760K | 0.6% | +48.9% | 0.107% | |
| 7/3/2025 | Arvest Investments Inc. | 414,368 | $14.81M | 2.2% | -1.8% | 2.051% | |
| 5/29/2025 | Nova Wealth Management Inc. | 14,283 | $519K | 0.4% | N/A | 0.071% | |
| 5/16/2025 | NewEdge Advisors LLC | 16,469 | $599K | 0.0% | +16,369.0% | 0.082% | |
| 5/9/2025 | West Michigan Advisors LLC | 11,328 | $412K | 0.1% | N/A | 0.056% | |
| 5/9/2025 | Argent Trust Co | 5,782 | $210K | 0.0% | N/A | 0.029% | |
| 5/8/2025 | Foster & Motley Inc. | 649,290 | $23.62M | 1.5% | -4.5% | 3.206% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 113,160 | $4.12M | 0.0% | -0.7% | 0.549% | |
| 4/14/2025 | Farther Finance Advisors LLC | 910 | $33K | 0.0% | N/A | 0.004% | |
| 4/11/2025 | Principia Wealth Advisory LLC | 3,186 | $107K | 0.1% | -23.1% | 0.015% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 1,005 | $37K | 0.0% | +89.6% | 0.005% | |
| 4/11/2025 | City State Bank | 3,298 | $120K | 0.0% | N/A | 0.016% | |
| 2/17/2025 | Captrust Financial Advisors | 45,548 | $1.55M | 0.0% | +12.7% | 0.235% | |
| 2/17/2025 | Baird Financial Group Inc. | 8,271 | $282K | 0.0% | +87.0% | 0.043% | |
| 2/17/2025 | BNP Paribas Financial Markets | 1,115 | $38K | 0.0% | N/A | 0.006% | |
| 2/13/2025 | Strategic Investment Solutions Inc. IL | 900 | $31K | 0.0% | N/A | 0.005% | |
| 2/11/2025 | Sandy Spring Bank | 41,063 | $1.40M | 0.1% | -2.5% | 0.212% | |
| 2/5/2025 | Private Trust Co. NA | 4,600 | $157K | 0.0% | N/A | 0.024% | |
| 1/23/2025 | Foster & Motley Inc. | 679,591 | $23.17M | 1.5% | -4.2% | 3.503% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 113,910 | $3.88M | 0.0% | +0.6% | 0.587% | |
| 11/15/2024 | Continuum Advisory LLC | 883 | $31K | 0.0% | -45.7% | 0.005% | |
| 11/14/2024 | Flow Traders U.S. LLC | 18,879 | $592K | 0.0% | N/A | 0.097% | |
| 11/14/2024 | Captrust Financial Advisors | 40,403 | $1.27M | 0.0% | +10.1% | 0.208% | |
| 11/14/2024 | Icon Wealth Advisors LLC | 145,518 | $4.57M | 0.4% | +0.6% | 0.750% | |
| 11/12/2024 | Icon Wealth Advisors LLC | 2,406 | $76K | 0.0% | -98.3% | 0.012% | |
| 10/30/2024 | Foster & Motley Inc. | 709,480 | $22.26M | 1.4% | +0.3% | 3.657% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 113,255 | $3.55M | 0.0% | +5.4% | 0.584% | |
| 8/14/2024 | Battery Global Advisors LLC | 68,388 | $1.97M | 1.2% | N/A | 0.353% | |
| 8/9/2024 | Brown Brothers Harriman & Co. | 5,370 | $155K | 0.0% | N/A | 0.028% | |
| 8/3/2024 | Foster & Motley Inc. | 707,467 | $20.40M | 1.4% | -0.2% | 3.647% | |
| 7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 219,434 | $6.33M | 1.5% | -9.1% | 1.131% | |
| 5/16/2024 | Icon Wealth Advisors LLC | 146,617 | $4.10M | 0.4% | -7.5% | 0.756% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 108,328 | $3.03M | 0.0% | +34.8% | 0.558% | |
| 4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 241,363 | $6.75M | 1.6% | +2.2% | 1.387% | |
| 2/14/2024 | Icon Wealth Advisors LLC | 158,489 | $4.11M | 0.4% | N/A | 0.807% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 80,341 | $2.08M | 0.0% | N/A | 0.409% | |
| 2/1/2024 | Foster & Motley Inc. | 690,928 | $17.92M | 1.3% | -0.5% | 3.516% | |
| 1/26/2024 | Sandy Spring Bank | 38,726 | $1.01M | 0.1% | +3.1% | 0.197% | |
| 10/30/2023 | Sandy Spring Bank | 37,576 | $919K | 0.1% | +3.2% | 0.191% | |
| 10/16/2023 | Edmonds Duncan Registered Investment Advisors LLC | 236,085 | $5.77M | 0.9% | +0.5% | 1.201% | |
| 8/9/2023 | Flow Traders U.S. LLC | 43,753 | $1.08M | 0.0% | -2.1% | 0.223% | |
| 8/8/2023 | Foster & Motley Inc. | 694,482 | $17.12M | 1.3% | +2.8% | 3.534% | |
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| 8/7/2023 | Brown Brothers Harriman & Co. | 4,779 | $118K | 0.0% | +11.5% | 0.024% | |
| 8/4/2023 | Sandy Spring Bank | 36,421 | $898K | 0.0% | -1.6% | 0.185% | |
| 7/6/2023 | Edmonds Duncan Registered Investment Advisors LLC | 234,944 | $5.79M | 1.7% | +2.4% | 1.193% | |
| 5/22/2023 | American Trust | 15,152 | $373K | 0.0% | +9.4% | 0.071% | |
| 5/11/2023 | Brown Brothers Harriman & Co. | 4,285 | $104K | 0.0% | N/A | 0.020% | |
| 5/11/2023 | Icon Wealth Partners LLC | 185,598 | $4.51M | 0.5% | N/A | 0.867% | |
| 5/9/2023 | Foster & Motley Inc. | 675,716 | $16.43M | 1.3% | +2.4% | 3.158% | |
| 5/5/2023 | Sandy Spring Bank | 37,006 | $900K | 0.1% | +1.7% | 0.173% | |
| 4/12/2023 | Edmonds Duncan Registered Investment Advisors LLC | 229,411 | $5.58M | 1.7% | -1.3% | 1.067% | |
| 2/9/2023 | Foster & Motley Inc. | 659,949 | $16.29M | 1.4% | +1.6% | 3.070% | |
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