| 8/15/2025 | EP Wealth Advisors LLC | 39,791 | $3.25M | 0.0% | -1.2% | 0.254% | |
| 8/15/2025 | Bank of America Corp DE | 592,731 | $48.33M | 0.0% | -0.3% | 3.787% | |
| 8/15/2025 | Ameriprise Financial Inc. | 296,747 | $24.20M | 0.0% | +0.2% | 1.896% | |
| 8/14/2025 | Jane Street Group LLC | 14,992 | $1.22M | 0.0% | -45.2% | 0.096% | |
| 8/14/2025 | Raymond James Financial Inc. | 353,011 | $28.79M | 0.0% | +19.7% | 2.256% | |
| 8/14/2025 | NewEdge Advisors LLC | 9,569 | $780K | 0.0% | -36.2% | 0.061% | |
| 8/14/2025 | Cerity Partners LLC | 94,569 | $7.71M | 0.0% | +0.7% | 0.604% | |
| 8/13/2025 | SageView Advisory Group LLC | 5,661 | $474K | 0.0% | -10.0% | 0.036% | |
| 8/13/2025 | Capital Advisors Wealth Management LLC | 14,491 | $1.18M | 0.2% | +16.2% | 0.093% | |
| 8/13/2025 | Kilter Group LLC | 88,586 | $7.22M | 3.3% | N/A | 0.566% | |
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| 8/13/2025 | Virtue Capital Management LLC | 12,961 | $1.06M | 0.2% | +9.1% | 0.083% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 70,246 | $5.73M | 0.0% | +34.9% | 0.449% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 8,417 | $686K | 0.0% | +120.7% | 0.054% | |
| 8/12/2025 | Richmond Investment Services LLC | 4,196 | $342K | 0.1% | N/A | 0.027% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 7,083 | $578K | 0.0% | +103.9% | 0.045% | |
| 8/12/2025 | Global Retirement Partners LLC | 6,042 | $493K | 0.0% | N/A | 0.039% | |
| 8/12/2025 | MAI Capital Management | 4,250 | $347K | 0.0% | +15.0% | 0.027% | |
| 8/12/2025 | JPMorgan Chase & Co. | 14,911 | $1.22M | 0.0% | +93.1% | 0.095% | |
| 8/11/2025 | United Advisor Group LLC | 43,500 | $3.55M | 0.6% | +27.8% | 0.278% | |
| 8/11/2025 | Dorsey & Whitney Trust CO LLC | 53,473 | $4.36M | 0.2% | -1.1% | 0.342% | |
| 8/11/2025 | Sierra Capital LLC | 88,538 | $7.22M | 0.8% | -0.4% | 0.566% | |
| 8/11/2025 | Western Wealth Management LLC | 4,677 | $381K | 0.0% | N/A | 0.030% | |
| 8/8/2025 | Firestone Capital Management | 5,358 | $437K | 0.1% | +23.8% | 0.034% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 133,092 | $10.85M | 0.0% | +193.5% | 0.850% | |
| 8/8/2025 | Cetera Investment Advisers | 4,341 | $354K | 0.0% | -5.5% | 0.028% | |
| 8/8/2025 | New England Capital Financial Advisors LLC | 2,187 | $178K | 0.1% | -39.6% | 0.014% | |
| 8/8/2025 | Creative Planning | 102,097 | $8.33M | 0.0% | +0.9% | 0.652% | |
| 8/7/2025 | Nwam LLC | 12,483 | $1.04M | 0.1% | +130.4% | 0.080% | |
| 8/7/2025 | WESCAP Management Group Inc. | 67,669 | $5.52M | 1.3% | -0.9% | 0.432% | |
| 8/6/2025 | Black Swift Group LLC | 133,310 | $10.87M | 2.2% | -26.7% | 0.852% | |
| 8/4/2025 | Great Lakes Retirement Inc. | 405,426 | $33.06M | 3.9% | +28.7% | 2.591% | |
| 8/4/2025 | FRG Family Wealth Advisors LLC | 4,360 | $356K | 0.1% | N/A | 0.028% | |
| 8/4/2025 | Spire Wealth Management | 12,656 | $1.03M | 0.0% | +5.2% | 0.081% | |
| 8/1/2025 | Private Wealth Partners LLC | 14,450 | $1.18M | 0.1% | -41.6% | 0.092% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 4,013 | $327K | 0.0% | +14.6% | 0.026% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 201,006 | $16.39M | 0.0% | +13.3% | 1.284% | |
| 7/31/2025 | Richards Merrill & Peterson Inc. | 4,422 | $361K | 0.2% | +112.6% | 0.028% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 11,609 | $947K | 0.0% | N/A | 0.074% | |
| 7/30/2025 | First Interstate Bank | 66,446 | $5.42M | 0.3% | N/A | 0.425% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 14,574 | $1.19M | 0.2% | +6.6% | 0.093% | |
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| 7/30/2025 | WBH Advisory Inc. | 3,480 | $284K | 0.0% | N/A | 0.022% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 4,148 | $338K | 0.0% | -5.3% | 0.027% | |
| 7/28/2025 | Harbour Investments Inc. | 42,225 | $3.44M | 0.1% | +18.4% | 0.270% | |
| 7/28/2025 | CKW Financial Group | 478,789 | $39.42M | 4.5% | +0.4% | 3.059% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 2,963 | $242K | 0.0% | N/A | 0.019% | |
| 7/25/2025 | SPC Financial Inc. | 91,998 | $7.50M | 0.6% | -90.1% | 0.588% | |
| 7/25/2025 | CWM LLC | 18,091 | $1.48M | 0.0% | -8.6% | 0.116% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 4,882 | $398K | 0.0% | -15.1% | 0.031% | |
| 7/24/2025 | IFP Advisors Inc | 161,088 | $13.14M | 0.4% | +0.9% | 1.029% | |
| 7/23/2025 | Country Club Bank | 31,077 | $2.52M | 0.2% | +17.3% | 0.199% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 71,642 | $5.84M | 0.1% | N/A | 0.458% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 27,880 | $2.27M | 0.1% | +3.5% | 0.178% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 105,928 | $8.64M | 1.2% | +0.6% | 0.677% | |
| 7/18/2025 | O ROURKE & COMPANY Inc | 13,772 | $1.12M | 0.5% | -1.3% | 0.088% | |
| 7/17/2025 | LexAurum Advisors LLC | 8,223 | $671K | 0.1% | +181.7% | 0.053% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 63,621 | $5.19M | 0.0% | +29.6% | 0.407% | |
| 7/16/2025 | Valicenti Advisory Services Inc. | 21,117 | $1.72M | 0.4% | +1.5% | 0.135% | |
| 7/16/2025 | Kathmere Capital Management LLC | 47,290 | $3.86M | 0.3% | +143.1% | 0.302% | |
| 7/16/2025 | Perigon Wealth Management LLC | 43,938 | $3.58M | 0.1% | +4.4% | 0.281% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 4,240 | $346K | 0.2% | +5.8% | 0.027% | |
| 7/11/2025 | AFG Fiduciary Services Limited Partnership | 2,642 | $218K | 0.1% | N/A | 0.017% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 144,720 | $12.01M | 0.0% | -1.2% | 0.925% | |
| 7/10/2025 | Secure Asset Management LLC | 21,040 | $1.72M | 0.3% | N/A | 0.134% | |
| 7/9/2025 | Lineweaver Wealth Advisors LLC | 84,961 | $6.93M | 1.1% | +2.7% | 0.543% | |
| 7/9/2025 | Sunpointe LLC | 2,932 | $239K | 0.1% | N/A | 0.019% | |
| 7/9/2025 | Westshore Wealth LLC | 18,136 | $1.48M | 0.6% | +81.7% | 0.116% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 2,831 | $231K | 0.0% | -25.0% | 0.018% | |
| 7/8/2025 | Legacy Private Trust Co. | 13,805 | $1.13M | 0.1% | -8.5% | 0.088% | |
| 7/3/2025 | TrueWealth Advisors LLC | 2,654 | $216K | 0.1% | -10.9% | 0.017% | |
| 6/4/2025 | First Hawaiian Bank | 46,527 | $3.54M | 0.2% | -0.8% | 0.304% | |
| 5/19/2025 | Jane Street Group LLC | 27,352 | $2.08M | 0.0% | N/A | 0.181% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 31,064 | $2.36M | 0.0% | -71.8% | 0.198% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 6,108 | $464K | 0.1% | -51.5% | 0.040% | |
| 5/16/2025 | CKW Financial Group | 476,758 | $36.36M | 4.5% | +3.1% | 3.147% | |
| 5/16/2025 | NewEdge Advisors LLC | 15,010 | $1.14M | 0.0% | +7.6% | 0.099% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 1,047,811 | $79.68M | 0.9% | +0.2% | 6.916% | |
| 5/15/2025 | Royal Bank of Canada | 119,845 | $9.11M | 0.0% | +17.3% | 0.791% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 52,074 | $3.96M | 0.0% | +479.9% | 0.344% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 54,044 | $4.11M | 0.2% | -0.2% | 0.357% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 488,166 | $37.12M | 0.4% | +7.0% | 3.222% | |
| 5/13/2025 | Raymond James Financial Inc. | 294,837 | $22.42M | 0.0% | +2.8% | 1.946% | |
| 5/13/2025 | Horizon Investments LLC | 192,021 | $14.60M | 0.4% | -8.1% | 1.267% | |
| 5/13/2025 | WESCAP Management Group Inc. | 68,310 | $5.19M | 1.3% | -3.6% | 0.451% | |
| 5/13/2025 | HighTower Advisors LLC | 34,142 | $2.60M | 0.0% | -0.6% | 0.225% | |
| 5/12/2025 | Barnett & Company Inc. | 6,443 | $490K | 0.4% | +21.4% | 0.043% | |
| 5/8/2025 | SPC Financial Inc. | 925,556 | $70.38M | 6.2% | +1.6% | 6.109% | |
| 5/8/2025 | Harbour Investments Inc. | 35,677 | $2.71M | 0.1% | N/A | 0.235% | |
| 5/8/2025 | Arkadios Wealth Advisors | 5,063 | $385K | 0.0% | N/A | 0.033% | |
| 5/7/2025 | Richards Merrill & Peterson Inc. | 2,080 | $158K | 0.1% | +101.2% | 0.014% | |
| 5/7/2025 | LPL Financial LLC | 287,230 | $21.84M | 0.0% | +124.6% | 1.896% | |
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| 5/6/2025 | Cetera Investment Advisers | 4,595 | $349K | 0.0% | +10.9% | 0.030% | |
| 5/6/2025 | Black Swift Group LLC | 181,952 | $13.84M | 3.1% | +308.0% | 1.201% | |
| 5/6/2025 | Advisors Preferred LLC | 25,700 | $1.96M | 0.3% | N/A | 0.170% | |
| 5/5/2025 | Del Sette Capital Management LLC | 3,352 | $255K | 0.2% | N/A | 0.022% | |
| 5/5/2025 | New England Capital Financial Advisors LLC | 3,618 | $275K | 0.1% | N/A | 0.024% | |
| 5/5/2025 | IFP Advisors Inc | 159,709 | $12.14M | 0.4% | +0.1% | 1.054% | |
| 5/5/2025 | Paragon Capital Management LLC | 8,478 | $645K | 0.4% | -2.0% | 0.056% | |
| 5/5/2025 | Nwam LLC | 5,419 | $412K | 0.0% | -3.8% | 0.036% | |
| 5/5/2025 | Jackson Creek Investment Advisors LLC | 8,494 | $646K | 0.2% | -2.0% | 0.056% | |
| 5/2/2025 | Lineweaver Wealth Advisors LLC | 82,726 | $6.30M | 1.1% | +2.2% | 0.546% | |
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