| 5/16/2024 | Jane Street Group LLC | 222,835 | $4.51M | 0.0% | -48.8% | 0.997% | |
| 5/10/2024 | Wintrust Investments LLC | 167,894 | $3.40M | 0.3% | +0.4% | 0.751% | |
| 5/8/2024 | Motley Fool Wealth Management LLC | 692,042 | $14.01M | 0.7% | +5.4% | 3.096% | |
| 5/6/2024 | Gill Capital Partners LLC | 410,361 | $8.06M | 3.3% | +5.2% | 1.836% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 15,132 | $306K | 0.1% | N/A | 0.069% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 153,468 | $3.11M | 0.0% | +11.4% | 0.696% | |
|
| 4/26/2024 | YHB Investment Advisors Inc. | 1,231 | $25K | 0.0% | N/A | 0.006% | |
| 4/26/2024 | MONECO Advisors LLC | 31,972 | $647K | 0.1% | +48.9% | 0.147% | |
| 4/23/2024 | Cookson Peirce & Co. Inc. | 461,461 | $9.35M | 0.5% | +8.6% | 2.136% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 458,922 | $9.29M | 0.0% | +55.2% | 2.125% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 23,274 | $471K | 0.1% | +25.4% | 0.108% | |
| 4/22/2024 | Vishria Bird Financial Group LLC | 638,990 | $12.94M | 5.5% | +0.7% | 2.958% | |
| 4/22/2024 | Raymond James & Associates | 270,473 | $5.48M | 0.0% | +251.2% | 1.252% | |
| 4/19/2024 | American National Bank & Trust Co. VA | 26,901 | $545K | 0.1% | N/A | 0.125% | |
| 4/18/2024 | Exchange Capital Management Inc. | 84,500 | $1.71M | 0.3% | N/A | 0.391% | |
| 4/16/2024 | Independence Bank of Kentucky | 26,625 | $539K | 0.2% | +81.7% | 0.124% | |
| 4/16/2024 | Atlantic Union Bankshares Corp | 804,866 | $16.30M | 1.4% | +20.9% | 3.752% | |
| 4/16/2024 | Tlwm | 63,737 | $1.29M | 0.3% | +25.5% | 0.297% | |
| 4/10/2024 | Sterling Financial Group Inc. | 521,363 | $10.56M | 5.0% | +3,723.2% | 2.431% | |
| 4/10/2024 | BCS Wealth Management | 78,961 | $1.60M | 0.5% | +28.9% | 0.368% | |
| 4/5/2024 | Butensky & Cohen Financial Security Inc. | 42,482 | $860K | 0.3% | +16.1% | 0.201% | |
| 4/5/2024 | Davis Capital Management | 7,853 | $158K | 0.1% | +608.1% | 0.037% | |
| 3/13/2024 | MONECO Advisors LLC | 21,470 | $444K | 0.1% | +75.0% | 0.133% | |
| 3/4/2024 | Vima LLC | 1,458 | $30K | 0.1% | N/A | 0.009% | |
| 2/9/2024 | Wells Fargo & Company MN | 1,385,411 | $28.66M | 0.0% | +135.3% | 8.552% | |
| 2/6/2024 | Sawgrass Asset Management LLC | 31,934 | $661K | 0.1% | +90.0% | 0.197% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 5,592 | $116K | 0.0% | +112.5% | 0.035% | |
| 2/5/2024 | MONECO Advisors LLC | 18,692 | $387K | 0.1% | +59.7% | 0.115% | |
| 2/2/2024 | Motley Fool Wealth Management LLC | 656,566 | $13.58M | 0.7% | N/A | 4.053% | |
| 2/2/2024 | Addison Advisors LLC | 136,229 | $2.82M | 1.1% | +93.3% | 0.841% | |
| 2/2/2024 | Marquette Asset Management LLC | 4,466 | $92K | 0.0% | N/A | 0.028% | |
| 1/30/2024 | Cookson Peirce & Co. Inc. | 424,799 | $8.79M | 0.5% | -1.0% | 2.622% | |
| 1/30/2024 | Capital Analysts LLC | 1,539 | $32K | 0.0% | N/A | 0.010% | |
| 1/29/2024 | Tennessee Valley Asset Management Partners | 2,128 | $44K | 0.0% | N/A | 0.013% | |
| 1/29/2024 | G2 Capital Management LLC OH | 60,103 | $1.24M | 0.4% | N/A | 0.371% | |
| 1/25/2024 | Eastern Bank | 37,671 | $779K | 0.0% | +175.7% | 0.233% | |
| 1/25/2024 | Vishria Bird Financial Group LLC | 634,415 | $13.13M | 6.2% | N/A | 3.916% | |
| 1/24/2024 | Total Clarity Wealth Management Inc. | 259,700 | $5.37M | 2.2% | N/A | 1.603% | |
| 1/23/2024 | Independence Bank of Kentucky | 14,655 | $303K | 0.1% | +5.7% | 0.090% | |
| 1/19/2024 | Atlantic Union Bankshares Corp | 665,920 | $13.78M | 1.3% | +20.5% | 4.352% | |
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| 1/18/2024 | Strategic Financial Concepts LLC | 18,555 | $384K | 0.2% | +17.9% | 0.121% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 295,768 | $6.12M | 0.0% | +48.9% | 2.076% | |
| 1/16/2024 | Raymond James & Associates | 77,018 | $1.59M | 0.0% | +140.3% | 0.540% | |
| 1/16/2024 | Butensky & Cohen Financial Security Inc. | 36,588 | $757K | 0.3% | +10.1% | 0.257% | |
| 1/11/2024 | BCS Wealth Management | 61,249 | $1.27M | 0.5% | N/A | 0.430% | |
| 1/9/2024 | Tlwm | 50,796 | $1.05M | 0.2% | N/A | 0.356% | |
| 1/8/2024 | Gill Capital Partners LLC | 390,162 | $8.07M | 3.4% | +6.4% | 2.738% | |
| 11/14/2023 | Sawgrass Asset Management LLC | 16,803 | $322K | 0.0% | +63.3% | 0.162% | |
| 11/13/2023 | Asset Dedication LLC | 9,025 | $169K | 0.0% | +102.2% | 0.087% | |
| 11/13/2023 | LPL Financial LLC | 297,113 | $5.70M | 0.0% | +38.6% | 2.871% | |
| 11/9/2023 | Ellevest Inc. | 25,968 | $498K | 0.0% | +40.4% | 0.251% | |
| 11/9/2023 | UBS Group AG | 184,946 | $3.55M | 0.0% | +9.2% | 1.787% | |
| 11/8/2023 | First Command Advisory Services Inc. | 6,312 | $121K | 0.0% | N/A | 0.061% | |
| 11/8/2023 | Strategic Financial Concepts LLC | 15,739 | $302K | 0.1% | N/A | 0.152% | |
| 11/7/2023 | Addison Advisors LLC | 70,474 | $1.35M | 0.6% | +212.2% | 0.681% | |
| 11/7/2023 | Cookson Peirce & Co. Inc. | 429,125 | $8.23M | 0.5% | -2.4% | 4.146% | |
| 11/6/2023 | MONECO Advisors LLC | 11,706 | $224K | 0.1% | N/A | 0.113% | |
| 10/27/2023 | Carmel Capital Partners LLC | 128,398 | $2.46M | 1.1% | +21.7% | 1.337% | |
| 10/25/2023 | Gill Capital Partners LLC | 366,529 | $7.03M | 3.1% | +26.7% | 3.818% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 198,679 | $3.81M | 0.0% | +24.4% | 2.070% | |
| 10/24/2023 | Raymond James & Associates | 32,053 | $614K | 0.0% | +118.0% | 0.334% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 97,953 | $1.88M | 0.0% | +2.9% | 1.020% | |
| 10/20/2023 | Atlantic Union Bankshares Corp | 552,501 | $10.59M | 1.1% | +10.8% | 5.941% | |
| 10/19/2023 | Sterling Financial Group Inc. | 13,637 | $261K | 0.2% | N/A | 0.147% | |
| 10/17/2023 | Eastern Bank | 13,662 | $262K | 0.0% | N/A | 0.147% | |
| 10/16/2023 | Independence Bank of Kentucky | 13,860 | $266K | 0.1% | N/A | 0.149% | |
| 10/4/2023 | Butensky & Cohen Financial Security Inc. | 33,233 | $637K | 0.2% | +13.4% | 0.568% | |
| 8/22/2023 | Asset Dedication LLC | 4,464 | $88K | 0.0% | +33.8% | 0.076% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 95,193 | $1.92M | 0.0% | N/A | 1.627% | |
| 8/10/2023 | Wintrust Investments LLC | 152,066 | $3.06M | 0.3% | N/A | 2.599% | |
| 8/3/2023 | Addison Advisors LLC | 22,574 | $454K | 0.2% | N/A | 0.386% | |
| 8/2/2023 | Fountainhead AM LLC | 16,593 | $334K | 0.1% | +24.3% | 0.284% | |
| 8/1/2023 | Cookson Peirce & Co. Inc. | 439,496 | $8.84M | 0.5% | +2.3% | 7.513% | |
| 7/31/2023 | LPL Financial LLC | 214,410 | $4.31M | 0.0% | +649.0% | 3.863% | |
| 7/27/2023 | Carmel Capital Partners LLC | 105,480 | $2.12M | 1.1% | +55.8% | 1.901% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 159,771 | $3.22M | 0.0% | N/A | 3.228% | |
| 7/25/2023 | Raymond James & Associates | 14,704 | $296K | 0.0% | N/A | 0.297% | |
| 7/21/2023 | First Command Bank | 2,093 | $42K | 0.0% | N/A | 0.042% | |
| 7/19/2023 | Gill Capital Partners LLC | 289,399 | $5.82M | 2.4% | +24.7% | 5.846% | |
| 7/13/2023 | Sawgrass Asset Management LLC | 10,292 | $207K | 0.0% | N/A | 0.214% | |
| 7/11/2023 | Butensky & Cohen Financial Security Inc. | 29,300 | $590K | 0.2% | +33.9% | 0.651% | |
| 7/11/2023 | Atlantic Union Bankshares Corp | 498,621 | $10.03M | 1.0% | +19.1% | 11.080% | |
| 5/17/2023 | Headinvest LLC | 47,450 | $974K | 0.2% | +33.5% | 1.977% | |
| 5/12/2023 | Fountainhead AM LLC | 13,351 | $274K | 0.1% | N/A | 0.556% | |
| 5/11/2023 | Smithfield Trust Co | 1,401 | $29K | 0.0% | N/A | 0.058% | |
| 5/8/2023 | Atlantic Union Bankshares Corp | 418,812 | $8.60M | 0.9% | N/A | 46.535% | |
| 5/3/2023 | Cookson Peirce & Co. Inc. | 429,530 | $8.82M | 0.6% | +3.1% | 47.726% | |
| 4/26/2023 | Gill Capital Partners LLC | 232,050 | $4.76M | 2.1% | N/A | 25.783% | |
| 4/24/2023 | Asset Dedication LLC | 3,336 | $66K | 0.0% | +3,047.2% | 0.371% | |
| 4/19/2023 | Carmel Capital Partners LLC | 67,685 | $1.39M | 0.8% | N/A | 7.521% | |
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| 4/11/2023 | Butensky & Cohen Financial Security Inc. | 21,885 | $449K | 0.2% | N/A | 2.432% | |
| 2/3/2023 | Ellevest Inc. | 18,648 | $371K | 0.0% | N/A | 2.072% | |
| 1/31/2023 | Cookson Peirce & Co. Inc. | 416,603 | $8.29M | 0.5% | N/A | 46.289% | |
| 1/27/2023 | Kohmann Bosshard Financial Services LLC | 10,200 | $203K | 0.0% | N/A | 1.133% | |
| 1/26/2023 | Vigilant Capital Management LLC | 2,465 | $49K | 0.0% | N/A | 0.274% | |
| 12/28/2022 | Headinvest LLC | 35,543 | $679K | 0.2% | N/A | 11.848% | |
