| 5/20/2025 | Strive Asset Management LLC | 75,158 | $2.77M | 1.9% | +213.7% | 0.013% | |
| 5/16/2025 | Wilson & Boucher Capital Management LLC | 8,100 | $298K | 0.2% | -3.6% | 0.001% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 173,435 | $6.38M | 1.2% | +1.0% | 0.030% | |
| 5/16/2025 | NewEdge Advisors LLC | 33,603 | $1.24M | 0.0% | -45.2% | 0.006% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 44,871 | $1.65M | 0.0% | +356.4% | 0.008% | |
| 5/15/2025 | Titleist Asset Management LLC | 40,805 | $1.50M | 0.2% | -1.2% | 0.007% | |
| 5/15/2025 | Baird Financial Group Inc. | 272,427 | $10.03M | 0.0% | +0.5% | 0.046% | |
| 5/15/2025 | OLD Mission Capital LLC | 793,334 | $29.20M | 0.4% | N/A | 0.135% | |
| 5/15/2025 | BNP Paribas Financial Markets | 3,461,944 | $127.43M | 0.1% | -57.6% | 0.591% | |
| 5/14/2025 | SVB Wealth LLC | 3,145 | $116K | 0.0% | N/A | 0.001% | |
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| 5/14/2025 | Summit Financial LLC | 10,786 | $397K | 0.0% | -10.5% | 0.002% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 1,228,973 | $45.24M | 0.8% | +44.5% | 0.210% | |
| 5/13/2025 | Keystone Global Partners LLC | 25,784 | $949K | 0.7% | N/A | 0.004% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 20,348 | $749K | 0.0% | +14.0% | 0.003% | |
| 5/13/2025 | Horizon Investments LLC | 92,034 | $3.35M | 0.1% | -40.9% | 0.016% | |
| 5/12/2025 | Covestor Ltd | 8,283 | $305K | 0.2% | -4.1% | 0.002% | |
| 5/12/2025 | JPMorgan Chase & Co. | 8,187,111 | $301.37M | 0.0% | +109.4% | 1.501% | |
| 5/9/2025 | L & S Advisors Inc | 15,931 | $586K | 0.1% | +48.4% | 0.003% | |
| 5/8/2025 | TIAA Trust National Association | 4,179,108 | $153.83M | 0.5% | -6.4% | 0.766% | |
| 5/8/2025 | RVW Wealth LLC | 21,037 | $774K | 0.1% | -5.6% | 0.004% | |
| 5/8/2025 | Arkadios Wealth Advisors | 11,664 | $429K | 0.0% | -47.3% | 0.002% | |
| 5/7/2025 | Hurley Capital LLC | 2,693 | $99K | 0.1% | N/A | 0.000% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 4,403 | $162K | 0.2% | N/A | 0.001% | |
| 5/6/2025 | Richardson Financial Services Inc. | 6,184 | $228K | 0.2% | -4.5% | 0.001% | |
| 5/6/2025 | Winch Advisory Services LLC | 24,075 | $886K | 0.2% | -11.6% | 0.004% | |
| 5/5/2025 | GW&K Investment Management LLC | 9,793 | $360K | 0.0% | +14.9% | 0.002% | |
| 5/2/2025 | First Command Advisory Services Inc. | 432,007 | $15.90M | 0.2% | +15.1% | 0.079% | |
| 5/2/2025 | Grey Fox Wealth Advisors LLC | 162,411 | $5.98M | 1.6% | +6.6% | 0.030% | |
| 5/2/2025 | Sumitomo Life Insurance Co. | 615,600 | $22.66M | 0.8% | -15.0% | 0.113% | |
| 5/1/2025 | Fifth Third Securities Inc. | 257,449 | $9.48M | 0.8% | +33.8% | 0.047% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 36,594 | $1.35M | 0.0% | +12.5% | 0.007% | |
| 4/30/2025 | Ninety One UK Ltd | 150,811 | $5.55M | 0.0% | N/A | 0.028% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 25,844 | $951K | 0.2% | +21.8% | 0.005% | |
| 4/29/2025 | Olistico Wealth LLC | 1,963 | $72K | 0.0% | +43.9% | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,840,992 | $67.77M | 0.0% | +5.9% | 0.338% | |
| 4/29/2025 | Davidson Trust Co. | 8,523 | $314K | 0.1% | -5.0% | 0.002% | |
| 4/28/2025 | First Horizon Advisors Inc. | 8,561 | $315K | 0.0% | -16.9% | 0.002% | |
| 4/28/2025 | Arlington Trust Co LLC | 1,000 | $37K | 0.0% | N/A | 0.000% | |
| 4/24/2025 | Golden State Wealth Management LLC | 920 | $34K | 0.0% | +152.7% | 0.000% | |
| 4/24/2025 | Sunbelt Securities Inc. | 32,153 | $1.18M | 0.1% | -4.8% | 0.006% | |
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| 4/24/2025 | Jaffetilchin Investment Partners LLC | 8,551 | $315K | 0.0% | N/A | 0.002% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 1,921 | $71K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,839 | $68K | 0.0% | +405.2% | 0.000% | |
| 4/22/2025 | Diversified Portfolios Inc. | 6,997 | $258K | 0.0% | +10.7% | 0.001% | |
| 4/22/2025 | Manning & Napier Advisors LLC | 104,652 | $3.85M | 0.0% | -0.5% | 0.019% | |
| 4/21/2025 | OLD Second National Bank of Aurora | 23,000 | $847K | 0.2% | -24.9% | 0.004% | |
| 4/21/2025 | ORG Wealth Partners LLC | 2,064 | $76K | 0.0% | +4,486.7% | 0.000% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 9,352 | $343K | 0.0% | -48.6% | 0.002% | |
| 4/17/2025 | NBT Bank N A NY | 2,233 | $82K | 0.0% | -40.4% | 0.000% | |
| 4/17/2025 | Vicus Capital | 77,849 | $2.87M | 0.3% | +7.2% | 0.014% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 41,933 | $1.54M | 0.0% | +91.6% | 0.008% | |
| 4/17/2025 | Rebalance LLC | 1,698,829 | $62.53M | 4.6% | +3.0% | 0.312% | |
| 4/16/2025 | BTS Asset Management Inc. | 215,004 | $7.91M | 8.9% | -10.4% | 0.039% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 4,191 | $154K | 0.0% | +64.3% | 0.001% | |
| 4/14/2025 | Farther Finance Advisors LLC | 9,318 | $342K | 0.0% | +407.5% | 0.002% | |
| 4/7/2025 | GAMMA Investing LLC | 3,460 | $127K | 0.0% | +3,580.9% | 0.001% | |
| 2/22/2025 | American Trust | 224,348 | $8.25M | 0.6% | -8.9% | 0.073% | |
| 2/18/2025 | Sunbelt Securities Inc. | 33,759 | $1.24M | 0.1% | +1.6% | 0.011% | |
| 2/18/2025 | Continuum Advisory LLC | 8,703 | $320K | 0.0% | +3.6% | 0.003% | |
| 2/17/2025 | Tolleson Wealth Management Inc. | 171,659 | $6.32M | 1.3% | +1.8% | 0.056% | |
| 2/17/2025 | Strive Asset Management LLC | 23,960 | $881K | 0.7% | N/A | 0.008% | |
| 2/17/2025 | Captrust Financial Advisors | 9,576 | $352K | 0.0% | -9.9% | 0.003% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 7,284 | $268K | 0.0% | N/A | 0.002% | |
| 2/17/2025 | Baird Financial Group Inc. | 270,978 | $9.97M | 0.0% | +2.8% | 0.088% | |
| 2/17/2025 | BNP Paribas Financial Markets | 8,168,741 | $300.53M | 0.2% | +57.4% | 2.667% | |
| 2/17/2025 | Ameriprise Financial Inc. | 126,988 | $4.68M | 0.0% | -26.2% | 0.041% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 9,831 | $362K | 0.0% | +74.0% | 0.003% | |
| 2/14/2025 | IHT Wealth Management LLC | 13,996 | $515K | 0.0% | N/A | 0.005% | |
| 2/14/2025 | Landing Point Financial Group LLC | 8,629 | $320K | 0.2% | N/A | 0.003% | |
| 2/13/2025 | Marshall Wace LLP | 210,000 | $7.73M | 0.0% | N/A | 0.069% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 86,140 | $3.17M | 0.0% | +217.3% | 0.028% | |
| 2/13/2025 | Covestor Ltd | 8,639 | $318K | 0.2% | +4.8% | 0.003% | |
| 2/13/2025 | Blue Edge Capital LLC | 103,069 | $3.79M | 0.6% | -2.1% | 0.034% | |
| 2/13/2025 | Titleist Asset Management LLC | 41,293 | $1.52M | 0.2% | +69.7% | 0.013% | |
| 2/12/2025 | Summit Financial LLC | 12,055 | $444K | 0.0% | -23.9% | 0.004% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 4,663 | $172K | 0.0% | +578.7% | 0.002% | |
| 2/12/2025 | L & S Advisors Inc | 10,737 | $395K | 0.0% | -18.9% | 0.004% | |
| 2/12/2025 | Loomis Sayles & Co. L P | 539,185 | $19.84M | 2.1% | +21.3% | 0.176% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,909,820 | $143.84M | 0.0% | -93.9% | 1.276% | |
| 2/11/2025 | TIAA Trust National Association | 4,464,934 | $164.24M | 0.5% | -4.9% | 1.458% | |
| 2/11/2025 | OLD Point Trust & Financial Services N A | 1,288 | $47K | 0.0% | N/A | 0.000% | |
| 2/11/2025 | Grey Fox Wealth Advisors LLC | 152,350 | $5.61M | 1.5% | +5.9% | 0.050% | |
| 2/10/2025 | Horizon Investments LLC | 155,679 | $5.70M | 0.2% | -6.5% | 0.051% | |
| 2/10/2025 | Wintrust Investments LLC | 1,840 | $67K | 0.1% | N/A | 0.001% | |
| 2/10/2025 | Farther Finance Advisors LLC | 1,836 | $68K | 0.0% | -21.7% | 0.001% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 17,844 | $656K | 0.0% | +1,021.6% | 0.006% | |
| 2/7/2025 | DSC Meridian Capital LP | 576,428 | $21.21M | 7.9% | -27.1% | 0.188% | |
| 2/7/2025 | Rebalance LLC | 1,650,037 | $60.71M | 4.5% | +2.7% | 0.539% | |
| 2/7/2025 | Dorsey & Whitney Trust CO LLC | 16,000 | $589K | 0.0% | -60.0% | 0.005% | |
| 2/6/2025 | Ethos Financial Group LLC | 264,068 | $9.72M | 1.3% | +1,353.0% | 0.086% | |
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| 2/6/2025 | One Capital Management LLC | 1,656,964 | $60.96M | 2.0% | +4.7% | 0.541% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 3,434 | $126K | 0.0% | +488.0% | 0.001% | |
| 2/6/2025 | Jones Financial Companies Lllp | 19,425,031 | $714.65M | 0.7% | +7.2% | 6.342% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 11,580 | $426K | 0.1% | +69.5% | 0.004% | |
| 2/5/2025 | Fisher Asset Management LLC | 249,563 | $9.18M | 0.0% | -12.1% | 0.081% | |
| 2/5/2025 | Private Trust Co. NA | 8,998 | $331K | 0.0% | -3.1% | 0.003% | |
| 2/5/2025 | First Command Advisory Services Inc. | 375,460 | $13.81M | 0.1% | +11.6% | 0.123% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,738,878 | $63.97M | 0.0% | +7.0% | 0.568% | |
| 2/4/2025 | Transcendent Capital Group LLC | 790 | $29K | 0.0% | -38.9% | 0.000% | |
| 2/4/2025 | BankPlus Trust Department | 2,461 | $91K | 0.0% | N/A | 0.001% | |
