| 7/11/2025 | Farther Finance Advisors LLC | 55,638 | $2.84M | 0.1% | -2.9% | 0.032% | |
| 7/11/2025 | Windsor Capital Management LLC | 167,264 | $8.53M | 2.5% | -0.5% | 0.096% | |
| 7/11/2025 | Eagle Bay Advisors LLC | 5,673 | $289K | 0.2% | -21.2% | 0.003% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 1,221,041 | $61.90M | 0.0% | N/A | 0.697% | |
| 7/11/2025 | Grove Bank & Trust | 1,637 | $84K | 0.0% | N/A | 0.001% | |
| 7/10/2025 | Charter Oak Capital Management LLC | 6,615 | $337K | 0.0% | -32.2% | 0.004% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 25,793 | $1.32M | 0.2% | -6.5% | 0.015% | |
| 7/10/2025 | Bigelow Investment Advisors LLC | 40,079 | $2.05M | 0.9% | -2.5% | 0.023% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 29,584 | $1.51M | 0.0% | -3.1% | 0.017% | |
| 7/10/2025 | Capital Advisory Group Advisory Services LLC | 138,293 | $7.06M | 2.5% | +6.9% | 0.079% | |
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| 7/10/2025 | Tompkins Financial Corp | 492 | $25K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 40,339 | $2.06M | 0.6% | +226.1% | 0.023% | |
| 7/10/2025 | Shira Ridge Wealth Management | 68,540 | $3.50M | 1.6% | -5.3% | 0.039% | |
| 7/10/2025 | Focus Financial Network Inc. | 11,841 | $604K | 0.0% | +32.6% | 0.007% | |
| 7/10/2025 | Professional Financial Advisors LLC | 12,675 | $647K | 0.2% | -10.6% | 0.007% | |
| 7/10/2025 | Sovran Advisors LLC | 39,094 | $1.99M | 0.2% | +132.2% | 0.022% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 38,544 | $1.97M | 0.1% | +340.2% | 0.022% | |
| 7/9/2025 | Chesley Taft & Associates LLC | 162,235 | $8.27M | 0.4% | +5.0% | 0.093% | |
| 7/9/2025 | Westbourne Investments Inc. | 15,250 | $778K | 0.4% | -50.9% | 0.009% | |
| 7/9/2025 | Keystone Wealth Services LLC | 6,954 | $355K | 0.1% | -22.4% | 0.004% | |
| 7/9/2025 | Breakwater Capital Group | 5,850 | $298K | 0.0% | -42.4% | 0.003% | |
| 7/9/2025 | Balefire LLC | 8,236 | $420K | 0.1% | N/A | 0.005% | |
| 7/9/2025 | Alesco Advisors LLC | 72,770 | $3.71M | 0.1% | +201.7% | 0.042% | |
| 7/9/2025 | Fiduciary Alliance LLC | 19,960 | $1.02M | 0.1% | N/A | 0.011% | |
| 7/9/2025 | Exchange Bank | 4,080 | $208K | 0.2% | -7.3% | 0.002% | |
| 7/9/2025 | Clarus Wealth Advisors | 183,834 | $9.35M | 4.3% | -1.1% | 0.105% | |
| 7/9/2025 | Bulwark Capital Corp | 67,419 | $3.44M | 2.9% | N/A | 0.039% | |
| 7/9/2025 | Beacon Financial Group | 57,607 | $2.94M | 0.3% | -20.5% | 0.033% | |
| 7/8/2025 | First National Corp MA ADV | 7,751 | $395K | 0.1% | +9.2% | 0.004% | |
| 7/8/2025 | Rise Advisors LLC | 11,808 | $602K | 0.2% | -3.4% | 0.007% | |
| 7/8/2025 | Webster Bank N. A. | 34,096 | $1.74M | 0.2% | -20.7% | 0.019% | |
| 7/8/2025 | Moulton Wealth Management Inc. | 192,592 | $9.80M | 7.4% | -9.9% | 0.110% | |
| 7/8/2025 | Parallel Advisors LLC | 906 | $46K | 0.0% | -21.3% | 0.001% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 54,578 | $2.77M | 0.1% | -3.0% | 0.031% | |
| 7/7/2025 | Insight Wealth Strategies LLC | 74,819 | $3.80M | 0.5% | -5.6% | 0.043% | |
| 7/7/2025 | OMNI 360 Wealth Inc. | 5,070 | $259K | 0.1% | N/A | 0.003% | |
| 7/7/2025 | Salem Investment Counselors Inc. | 12,457 | $636K | 0.0% | +165.6% | 0.007% | |
| 7/7/2025 | RDA Financial Network | 13,650 | $696K | 0.2% | -16.0% | 0.008% | |
| 7/3/2025 | Arvest Investments Inc. | 27,934 | $1.43M | 0.2% | -34.2% | 0.016% | |
| 7/2/2025 | Capital Market Strategies LLC | 254,422 | $12.98M | 9.0% | -10.3% | 0.145% | |
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| 7/2/2025 | Waller Financial Planning Group Inc. | 37,936 | $1.94M | 0.5% | -3.9% | 0.022% | |
| 7/1/2025 | Private Client Services LLC | 9,299 | $474K | 0.2% | +30.4% | 0.005% | |
| 6/4/2025 | First Hawaiian Bank | 37,161 | $1.90M | 0.1% | +9.0% | 0.021% | |
| 5/28/2025 | Addison Capital Co | 5,109 | $261K | 0.1% | N/A | 0.003% | |
| 5/21/2025 | Westbourne Investments Inc. | 31,075 | $1.59M | 1.0% | +9.9% | 0.018% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 11,545 | $589K | 0.0% | -6.6% | 0.007% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 10,598 | $541K | 0.1% | +104.5% | 0.006% | |
| 5/20/2025 | Belpointe Asset Management LLC | 54,886 | $2.80M | 0.1% | +108.6% | 0.032% | |
| 5/20/2025 | Focus Partners Wealth | 13,287 | $678K | 0.0% | +8.9% | 0.008% | |
| 5/20/2025 | Glenview Trust co | 2,529,427 | $129.13M | 2.5% | +4.0% | 1.460% | |
| 5/19/2025 | Jane Street Group LLC | 232,325 | $11.86M | 0.0% | +1,308.4% | 0.134% | |
| 5/19/2025 | SageView Advisory Group LLC | 23,701 | $1.21M | 0.1% | +81.9% | 0.014% | |
| 5/16/2025 | Semmax Financial Advisors Inc. | 245,876 | $12.48M | 3.3% | +6.0% | 0.142% | |
| 5/16/2025 | Ascent Group LLC | 96,711 | $4.94M | 0.2% | +1,710.1% | 0.056% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 81,484 | $4.16M | 0.3% | +34.4% | 0.047% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 166,507 | $8.50M | 0.3% | +1,063.1% | 0.096% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 451,446 | $23.05M | 0.0% | -1.1% | 0.258% | |
| 5/16/2025 | Jones Financial Companies Lllp | 495 | $25K | 0.0% | -97.4% | 0.000% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 147,187 | $7.50M | 3.3% | +2.9% | 0.085% | |
| 5/16/2025 | Rise Advisors LLC | 12,225 | $624K | 0.3% | -3.5% | 0.007% | |
| 5/16/2025 | NewEdge Advisors LLC | 43,376 | $2.21M | 0.0% | -20.1% | 0.025% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 281,114 | $14.35M | 0.2% | +39.4% | 0.162% | |
| 5/16/2025 | Banque Transatlantique SA | 1,490 | $70K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 37,319 | $1.91M | 0.2% | +0.8% | 0.022% | |
| 5/16/2025 | Ancora Advisors LLC | 4,661 | $238K | 0.0% | +29.4% | 0.003% | |
| 5/16/2025 | 1 North Wealth Services LLC | 27,659 | $1.41M | 0.7% | +10.9% | 0.016% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 15,408 | $787K | 0.0% | +201.7% | 0.009% | |
| 5/15/2025 | Flputnam Investment Management Co. | 1,182,988 | $60.39M | 1.1% | +3.0% | 0.682% | |
| 5/15/2025 | Royal Bank of Canada | 2,351,795 | $120.06M | 0.0% | +59.0% | 1.356% | |
| 5/15/2025 | Weitzel Financial Services Inc. | 81,998 | $4.17M | 2.0% | +0.6% | 0.047% | |
| 5/15/2025 | Calton & Associates Inc. | 17,304 | $883K | 0.2% | +34.5% | 0.010% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 15,000 | $766K | 0.0% | -2.0% | 0.009% | |
| 5/15/2025 | Baird Financial Group Inc. | 37,905 | $1.94M | 0.0% | -35.7% | 0.022% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 62,154 | $3.17M | 0.1% | +51.7% | 0.036% | |
| 5/15/2025 | D L Carlson Investment Group Inc. | 23,256 | $1.19M | 0.2% | +259.1% | 0.013% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 50,605 | $2.58M | 0.3% | +12.4% | 0.029% | |
| 5/14/2025 | Paces Ferry Wealth Advisors LLC | 130,875 | $6.68M | 3.3% | +4.7% | 0.075% | |
| 5/14/2025 | Guggenheim Capital LLC | 299,108 | $15.27M | 0.1% | +11.1% | 0.172% | |
| 5/14/2025 | CreativeOne Wealth LLC | 174,764 | $8.92M | 0.3% | -3.0% | 0.101% | |
| 5/14/2025 | Piedmont Capital Management LLC | 164,919 | $8.27M | 5.6% | -20.0% | 0.095% | |
| 5/14/2025 | Jane Street Group LLC | 232,325 | $11.86M | 0.0% | +1,308.4% | 0.134% | |
| 5/14/2025 | Comerica Bank | 365,793 | $18.67M | 0.1% | +0.4% | 0.211% | |
| 5/14/2025 | Synovus Financial Corp | 22,994 | $1.17M | 0.0% | -2.0% | 0.013% | |
| 5/14/2025 | SVB Wealth LLC | 840 | $43K | 0.0% | N/A | 0.000% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 82,380 | $4.21M | 0.0% | +19.1% | 0.047% | |
| 5/14/2025 | Haverford Trust Co | 974,716 | $49.76M | 0.5% | -6.0% | 0.562% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 132,667 | $6.77M | 0.5% | +73.5% | 0.076% | |
| 5/14/2025 | Cunning Capital Partners LP | 50,000 | $2.55M | 1.6% | +22.0% | 0.029% | |
| 5/14/2025 | Kestra Advisory Services LLC | 116,921 | $5.97M | 0.0% | -22.2% | 0.067% | |
| 5/14/2025 | 1832 Asset Management L.P. | 748,495 | $38.21M | 0.0% | -0.2% | 0.431% | |
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| 5/14/2025 | Compound Planning Inc. | 119,233 | $6.09M | 0.3% | +6.5% | 0.069% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,611,975 | $133.01M | 0.0% | +143.4% | 1.505% | |
| 5/14/2025 | Guidance Point Advisors LLC | 16,027 | $818K | 0.2% | -5.4% | 0.009% | |
| 5/14/2025 | Mosaic Financial Group LLC | 15,705 | $802K | 0.7% | +8.8% | 0.009% | |
| 5/14/2025 | Lionsbridge Wealth Management LLC | 4,170 | $213K | 0.2% | N/A | 0.002% | |
| 5/14/2025 | Summit Financial LLC | 14,032 | $716K | 0.0% | +76.9% | 0.008% | |
| 5/14/2025 | United Asset Strategies Inc. | 6,073 | $310K | 0.0% | -25.2% | 0.004% | |
| 5/14/2025 | Joseph P. Lucia & Associates LLC | 22,922 | $1.17M | 0.5% | +45.1% | 0.013% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 4,000 | $204K | 0.0% | -20.0% | 0.002% | |
| 5/14/2025 | Capital Analysts LLC | 3,733 | $190K | 0.0% | +364.9% | 0.002% | |
