| 6/4/2025 | First Hawaiian Bank | 30,733 | $3.01M | 0.1% | +170.6% | 0.032% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 4,845 | $475K | 0.1% | -23.5% | 0.005% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 4,083 | $400K | 0.0% | -5.4% | 0.004% | |
| 5/20/2025 | Focus Partners Wealth | 112,607 | $11.03M | 0.0% | +5.9% | 0.116% | |
| 5/20/2025 | Glenview Trust co | 16,964 | $1.66M | 0.0% | -0.8% | 0.017% | |
| 5/19/2025 | Jane Street Group LLC | 2,424 | $237K | 0.0% | N/A | 0.002% | |
| 5/19/2025 | SageView Advisory Group LLC | 137,998 | $13.52M | 0.6% | +0.2% | 0.142% | |
| 5/19/2025 | SCS Capital Management LLC | 382,717 | $37.49M | 0.5% | +14.7% | 0.393% | |
| 5/16/2025 | Bell Investment Advisors Inc | 19,935 | $1.95M | 0.4% | -3.4% | 0.020% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 2,131 | $209K | 0.0% | N/A | 0.002% | |
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| 5/16/2025 | Goldman Sachs Group Inc. | 256,476 | $25.12M | 0.0% | +20.4% | 0.264% | |
| 5/16/2025 | Jones Financial Companies Lllp | 134,268 | $13.10M | 0.0% | -5.7% | 0.138% | |
| 5/16/2025 | NewEdge Advisors LLC | 6,405 | $627K | 0.0% | -77.1% | 0.007% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 2,895 | $284K | 0.0% | -14.0% | 0.003% | |
| 5/16/2025 | AQR Capital Management LLC | 11,741 | $1.15M | 0.0% | +2.4% | 0.012% | |
| 5/16/2025 | AlTi Global Inc. | 7,083 | $694K | 0.0% | -69.1% | 0.007% | |
| 5/16/2025 | Angeles Investment Advisors LLC | 373,446 | $36.58M | 2.0% | -16.9% | 0.384% | |
| 5/16/2025 | Aprio Wealth Management LLC | 4,617 | $452K | 0.1% | N/A | 0.005% | |
| 5/15/2025 | EP Wealth Advisors LLC | 5,422 | $531K | 0.0% | -43.1% | 0.006% | |
| 5/15/2025 | First Manhattan CO. LLC. | 2,640 | $259K | 0.0% | N/A | 0.003% | |
| 5/15/2025 | Royal Bank of Canada | 426,508 | $41.78M | 0.0% | +1.6% | 0.438% | |
| 5/15/2025 | Betterment LLC | 508,902 | $49.85M | 0.1% | +22.9% | 0.523% | |
| 5/15/2025 | MAI Capital Management | 7,442 | $729K | 0.0% | -8.4% | 0.008% | |
| 5/15/2025 | Baird Financial Group Inc. | 385,265 | $37.74M | 0.1% | -1.9% | 0.396% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 14,090 | $1.38M | 1.0% | -17.5% | 0.014% | |
| 5/15/2025 | Tortoise Investment Management LLC | 12,947 | $1.27M | 0.1% | +2.6% | 0.013% | |
| 5/15/2025 | Monterey Private Wealth Inc. | 44,479 | $4.36M | 1.3% | -1.0% | 0.046% | |
| 5/15/2025 | Clarity Asset Management Inc. | 195,970 | $19.20M | 12.4% | +18.5% | 0.201% | |
| 5/14/2025 | Ieq Capital LLC | 2,889 | $283K | 0.0% | +11.5% | 0.003% | |
| 5/14/2025 | Apexium Financial LP | 59,179 | $5.80M | 0.3% | +0.2% | 0.061% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 2,430 | $238K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 102,188 | $10.01M | 0.0% | -4.2% | 0.105% | |
| 5/14/2025 | Haverford Trust Co | 28,763 | $2.82M | 0.0% | +16.5% | 0.030% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 9,534 | $934K | 0.0% | +6.2% | 0.010% | |
| 5/14/2025 | Estate Counselors LLC | 3,190 | $312K | 0.0% | +31.8% | 0.003% | |
| 5/14/2025 | Flow Traders U.S. LLC | 22,133 | $2.17M | 0.1% | N/A | 0.023% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 440,383 | $43.14M | 0.7% | +22.7% | 0.452% | |
| 5/14/2025 | Tradition Wealth Management LLC | 7,841 | $768K | 0.1% | -60.3% | 0.008% | |
| 5/14/2025 | Humankind Investments LLC | 4,565 | $447K | 0.1% | N/A | 0.005% | |
| 5/14/2025 | RWA Wealth Partners LLC | 195,034 | $19.10M | 0.2% | -4.7% | 0.200% | |
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| 5/13/2025 | Keystone Global Partners LLC | 279 | $27K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 180,526 | $17.68M | 0.4% | +6.9% | 0.185% | |
| 5/13/2025 | Freestone Capital Holdings LLC | 44,784 | $4.39M | 0.2% | -1.1% | 0.046% | |
| 5/13/2025 | Raymond James Financial Inc. | 505,576 | $49.52M | 0.0% | +0.2% | 0.519% | |
| 5/13/2025 | Cresset Asset Management LLC | 87,868 | $8.61M | 0.0% | +3.4% | 0.090% | |
| 5/13/2025 | Twin Focus Capital Partners LLC | 88,158 | $8.64M | 1.3% | +6.8% | 0.091% | |
| 5/13/2025 | Waypoint Wealth Partners Inc. | 2,854 | $280K | 0.1% | +4.7% | 0.003% | |
| 5/13/2025 | MSH Capital Advisors LLC | 3,285 | $322K | 0.1% | +7.6% | 0.003% | |
| 5/13/2025 | Dagco Inc. | 1,340 | $131K | 0.0% | N/A | 0.001% | |
| 5/13/2025 | HighTower Advisors LLC | 158,157 | $15.49M | 0.0% | +10.9% | 0.163% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 56,510 | $5.54M | 0.0% | +2.4% | 0.058% | |
| 5/12/2025 | Visa Foundation | 1,356,275 | $132.85M | 100.0% | -16.6% | 1.396% | |
| 5/12/2025 | White Lighthouse Investment Management Inc. | 42,045 | $4.12M | 0.7% | +3.9% | 0.043% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 1,064 | $104K | 0.0% | -40.0% | 0.001% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 11,547 | $1.13M | 0.9% | -4.7% | 0.012% | |
| 5/12/2025 | Truepoint Inc. | 10,573 | $1.04M | 0.0% | +22.1% | 0.011% | |
| 5/12/2025 | Savvy Advisors Inc. | 7,792 | $763K | 0.1% | +2.7% | 0.008% | |
| 5/12/2025 | AlphaCore Capital LLC | 1,330 | $130K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | Arjuna Capital | 16,188 | $1.59M | 0.4% | -20.2% | 0.017% | |
| 5/9/2025 | Silver Oak Advisory Group Inc. | 9,985 | $978K | 0.5% | +4.1% | 0.010% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 5,037 | $498K | 0.0% | +6.0% | 0.005% | |
| 5/9/2025 | Vanguard Group Inc. | 3,215,327 | $314.94M | 0.0% | +4.8% | 3.309% | |
| 5/9/2025 | Natural Investments LLC | 2,393 | $234K | 0.1% | -37.2% | 0.002% | |
| 5/9/2025 | Wealthspire Advisors LLC | 14,832 | $1.45M | 0.0% | +164.5% | 0.015% | |
| 5/9/2025 | Prime Buchholz LLC | 117,758 | $11.53M | 4.0% | N/A | 0.121% | |
| 5/9/2025 | Financial Connections Group Inc. | 166,539 | $16.31M | 7.4% | -0.1% | 0.171% | |
| 5/9/2025 | Topel & Distasi Wealth Management LLC | 27,172 | $2.66M | 1.2% | +10.2% | 0.028% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 30,803 | $3.02M | 2.1% | N/A | 0.032% | |
| 5/9/2025 | Empower Advisory Group LLC | 7,399 | $725K | 0.0% | -13.6% | 0.008% | |
| 5/9/2025 | Capstone Financial Advisors Inc. | 5,755 | $564K | 0.0% | -21.7% | 0.006% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 195,521 | $19.15M | 0.0% | -15.1% | 0.201% | |
| 5/9/2025 | Cedar Wealth Management LLC | 202,551 | $19.84M | 7.1% | -1.8% | 0.208% | |
| 5/9/2025 | Liberty Wealth Management LLC | 2,162 | $212K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | Beta Wealth Group Inc. | 2,611 | $256K | 0.1% | -7.9% | 0.003% | |
| 5/8/2025 | Mengis Capital Management Inc. | 2,389 | $234K | 0.0% | -9.6% | 0.002% | |
| 5/8/2025 | Jefferies Financial Group Inc. | 11,471 | $1.12M | 0.0% | -1.0% | 0.012% | |
| 5/8/2025 | US Bancorp DE | 6,079 | $595K | 0.0% | +590.8% | 0.006% | |
| 5/8/2025 | Momentous Wealth Management Inc. | 2,827 | $277K | 0.2% | -5.4% | 0.003% | |
| 5/8/2025 | Elios Financial Group Inc. | 45,614 | $4.47M | 2.2% | -2.4% | 0.047% | |
| 5/8/2025 | US Financial Advisors LLC | 13,632 | $1.34M | 0.4% | +5.6% | 0.014% | |
| 5/8/2025 | Harbour Investments Inc. | 21,760 | $2.13M | 0.1% | +18.1% | 0.022% | |
| 5/8/2025 | Sound View Wealth Advisors Group LLC | 2,651 | $260K | 0.0% | -17.9% | 0.003% | |
| 5/8/2025 | Davis R M Inc. | 22,537 | $2.21M | 0.0% | +0.8% | 0.023% | |
| 5/8/2025 | Modera Wealth Management LLC | 24,864 | $2.44M | 0.0% | -1.8% | 0.026% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 10,604 | $1.04M | 0.0% | +8.0% | 0.011% | |
| 5/8/2025 | Cutler Investment Counsel LLC | 2,481 | $243K | 0.0% | N/A | 0.003% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 5,411 | $530K | 0.0% | +91.4% | 0.006% | |
| 5/7/2025 | Canopy Partners LLC | 8,276 | $811K | 0.3% | +1.9% | 0.009% | |
| 5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 4,536 | $444K | 0.0% | +13.7% | 0.005% | |
| 5/7/2025 | Atlas Legacy Advisors LLC | 48,166 | $4.88M | 1.2% | -1.9% | 0.050% | |
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| 5/7/2025 | Facet Wealth Inc. | 347,942 | $34.57M | 0.9% | -7.6% | 0.358% | |
| 5/7/2025 | Passive Capital Management LLC. | 8,196 | $803K | 0.2% | +3.0% | 0.008% | |
| 5/7/2025 | LPL Financial LLC | 234,277 | $22.95M | 0.0% | +1.4% | 0.241% | |
| 5/7/2025 | Baron Silver Stevens Financial Advisors LLC | 3,240 | $317K | 0.1% | -4.1% | 0.003% | |
| 5/7/2025 | Brandywine Oak Private Wealth LLC | 49,037 | $4.80M | 0.5% | +9.3% | 0.050% | |
| 5/7/2025 | Equitable Trust Co. | 21,097 | $2.07M | 0.1% | -12.6% | 0.022% | |
| 5/6/2025 | ANB Bank | 11,152 | $1.09M | 0.5% | +5.2% | 0.011% | |
| 5/6/2025 | Cetera Investment Advisers | 59,435 | $5.82M | 0.0% | -1.9% | 0.061% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 4,993 | $489K | 0.0% | +29.7% | 0.005% | |
| 5/6/2025 | Pinnacle Associates Ltd. | 5,644 | $553K | 0.0% | +10.8% | 0.006% | |
