| 6/9/2025 | 1248 Management LLC | 38,709 | $8.60M | 3.5% | -0.3% | 0.000% | |
| 6/6/2025 | First Long Island Investors LLC | 148,409 | $32.97M | 2.7% | -5.5% | 0.001% | |
| 6/6/2025 | eCIO Inc. | 539 | $120K | 0.0% | N/A | 0.000% | |
| 6/6/2025 | Blue Oak Capital LLC | 4,864 | $1.08M | 0.6% | -50.0% | 0.000% | |
| 6/5/2025 | Fruth Investment Management | 33,156 | $7.36M | 2.0% | -3.0% | 0.000% | |
| 6/5/2025 | Cim LLC | 77,209 | $17.15M | 2.5% | -7.4% | 0.001% | |
| 6/5/2025 | Osterweis Capital Management Inc. | 47,302 | $10.51M | 0.0% | -0.6% | 0.000% | |
| 6/4/2025 | First Hawaiian Bank | 16,205 | $3.60M | 0.2% | -87.7% | 0.000% | |
| 6/4/2025 | Harold Davidson & Associates Inc. | 205,570 | $45.66M | 24.9% | -1.6% | 0.001% | |
| 6/3/2025 | CBIZ Investment Advisory Services LLC | 17,759 | $3.95M | 0.2% | +4.2% | 0.000% | |
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| 6/3/2025 | Invst LLC | 41,542 | $9.23M | 1.3% | -11.7% | 0.000% | |
| 6/2/2025 | Cim Investment Management Inc. | 45,294 | $10.06M | 2.3% | -6.8% | 0.000% | |
| 6/2/2025 | Hodges Capital Management Inc. | 60,483 | $13.44M | 1.4% | -23.2% | 0.000% | |
| 6/2/2025 | Integrity Wealth Advisors Inc. | 18,476 | $4.10M | 3.0% | -8.4% | 0.000% | |
| 6/2/2025 | Modern Wealth Management LLC | 349,317 | $77.59M | 2.5% | +11.8% | 0.002% | |
| 5/29/2025 | Nova Wealth Management Inc. | 5,678 | $1.26M | 1.1% | +2.5% | 0.000% | |
| 5/29/2025 | Plum Street Advisors LLC | 7,889 | $1.75M | 0.8% | +4.0% | 0.000% | |
| 5/29/2025 | Apeiron RIA LLC | 13,094 | $2.91M | 0.9% | -4.4% | 0.000% | |
| 5/28/2025 | Jones Financial Companies Lllp | 1,926,440 | $421.24M | 0.4% | +31.6% | 0.013% | |
| 5/28/2025 | Birmingham Capital Management Co. Inc. AL | 22,242 | $4.94M | 1.9% | -7.6% | 0.000% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 22,798 | $5.06M | 3.7% | +0.6% | 0.000% | |
| 5/28/2025 | Silicon Valley Capital Partners | 221,058 | $48.17M | 6.3% | -9.5% | 0.001% | |
| 5/28/2025 | Anderson Financial Strategies LLC | 2,906 | $646K | 0.4% | +5,830.6% | 0.000% | |
| 5/28/2025 | Strs Ohio | 5,451,847 | $1.21B | 5.1% | N/A | 0.037% | |
| 5/28/2025 | GK Wealth Management LLC | 9,792 | $2.18M | 2.5% | -11.7% | 0.000% | |
| 5/28/2025 | Ellsworth Advisors LLC | 35,493 | $7.88M | 2.1% | +0.9% | 0.000% | |
| 5/28/2025 | Wealth Management Associates Inc. | 65,929 | $14.65M | 6.3% | -0.6% | 0.000% | |
| 5/28/2025 | Intrua Financial LLC | 59,699 | $13.26M | 1.9% | -13.9% | 0.000% | |
| 5/28/2025 | Addison Capital Co | 23,628 | $5.25M | 2.1% | -4.3% | 0.000% | |
| 5/28/2025 | Turn8 Private Wealth Inc. | 16,646 | $3.70M | 2.9% | +9.3% | 0.000% | |
| 5/27/2025 | Jacobi Capital Management LLC | 100,859 | $22.40M | 1.7% | +1.3% | 0.001% | |
| 5/27/2025 | Carderock Capital Management Inc. | 52,899 | $11.75M | 3.1% | -10.0% | 0.000% | |
| 5/27/2025 | Advisors Capital Management LLC | 908,849 | $201.88M | 3.1% | -11.3% | 0.006% | |
| 5/27/2025 | SWS Partners | 6,165 | $1.37M | 0.4% | +2.4% | 0.000% | |
| 5/27/2025 | Iron Gate Global Advisors LLC | 294,699 | $65.46M | 9.0% | -0.5% | 0.002% | |
| 5/23/2025 | Triune Financial Partners LLC | 1,950 | $433K | 0.1% | +98.8% | 0.000% | |
| 5/23/2025 | Strategic Financial Services Inc. | 72,974 | $16.21M | 0.9% | -2.3% | 0.000% | |
| 5/23/2025 | Twin Lakes Capital Management LLC | 81,563 | $18.12M | 10.1% | -0.9% | 0.001% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 318,090 | $70.66M | 12.3% | -3.6% | 0.002% | |
| 5/22/2025 | Mattson Financial Services LLC | 37,155 | $8.25M | 2.5% | +6.3% | 0.000% | |
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| 5/22/2025 | BOS Asset Management LLC | 30,897 | $6.86M | 2.4% | -3.9% | 0.000% | |
| 5/22/2025 | WBI Investments LLC | 14,017 | $3.11M | 0.8% | +12.6% | 0.000% | |
| 5/22/2025 | Kilter Group LLC | 6,391 | $1.42M | 0.9% | -2.7% | 0.000% | |
| 5/22/2025 | Chelsea Counsel Co. | 91,476 | $20.32M | 11.0% | -3.4% | 0.001% | |
| 5/21/2025 | Westbourne Investments Inc. | 29,321 | $6.51M | 3.9% | -4.5% | 0.000% | |
| 5/21/2025 | Indiana Trust & Investment Management Co | 59,994 | $13.33M | 4.8% | -2.8% | 0.000% | |
| 5/21/2025 | MBL Wealth LLC | 89,997 | $19.99M | 2.0% | +2.1% | 0.001% | |
| 5/21/2025 | Reliant Investment Partners LLC | 23,105 | $5.13M | 5.2% | -1.0% | 0.000% | |
| 5/21/2025 | McAdam LLC | 74,678 | $16.59M | 1.0% | -8.5% | 0.000% | |
| 5/21/2025 | Acadian Asset Management LLC | 4,766,741 | $1.06B | 3.0% | -16.5% | 0.032% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 187,838 | $41.73M | 1.4% | +16.6% | 0.001% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 153,402 | $34.08M | 6.2% | -1.1% | 0.001% | |
| 5/21/2025 | CBM Financial LLC | 5,333 | $1.13M | 0.9% | N/A | 0.000% | |
| 5/21/2025 | IFM Investors Pty Ltd | 2,826,876 | $627.93M | 6.8% | -0.8% | 0.019% | |
| 5/20/2025 | Acorns Advisers LLC | 25,785 | $5.73M | 0.1% | +18.9% | 0.000% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 15,344 | $3.41M | 2.9% | +84.0% | 0.000% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 78,070 | $17.34M | 3.5% | +4.1% | 0.001% | |
| 5/20/2025 | Belpointe Asset Management LLC | 314,908 | $69.95M | 3.6% | -13.4% | 0.002% | |
| 5/20/2025 | Jupiter Wealth Management LLC | 48,290 | $10.08M | 6.4% | -20.1% | 0.000% | |
| 5/20/2025 | Intech Investment Management LLC | 1,846,759 | $410.22M | 4.2% | -1.4% | 0.012% | |
| 5/20/2025 | Flaharty Asset Management LLC | 9,585 | $2.13M | 0.3% | -24.3% | 0.000% | |
| 5/20/2025 | Strive Asset Management LLC | 11,744 | $2.61M | 1.8% | -27.5% | 0.000% | |
| 5/20/2025 | Integrity Alliance LLC. | 322,317 | $71.60M | 2.8% | +567.0% | 0.002% | |
| 5/20/2025 | Ransom Advisory Ltd | 93,164 | $20.70M | 10.2% | N/A | 0.001% | |
| 5/20/2025 | Anchor Investment Management LLC | 135,648 | $30.13M | 2.8% | +4.5% | 0.001% | |
| 5/20/2025 | Glenview Trust co | 1,057,456 | $234.89M | 4.6% | -1.3% | 0.007% | |
| 5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 89,902 | $19.97M | 12.2% | +0.2% | 0.001% | |
| 5/20/2025 | Aspen Investment Management Inc | 15,761 | $3.50M | 1.6% | -7.5% | 0.000% | |
| 5/20/2025 | Ilmarinen Mutual Pension Insurance Co | 1,275,000 | $283.22M | 2.5% | -1.5% | 0.009% | |
| 5/20/2025 | Plato Investment Management Ltd | 341,838 | $76.76M | 6.5% | -10.4% | 0.002% | |
| 5/19/2025 | SageView Advisory Group LLC | 188,051 | $41.77M | 1.8% | +2.1% | 0.001% | |
| 5/19/2025 | Advisory Alpha LLC | 129,951 | $28.87M | 1.0% | +9.2% | 0.001% | |
| 5/19/2025 | Trinity Financial Advisors LLC | 29,001 | $5.89M | 2.1% | +1.8% | 0.000% | |
| 5/19/2025 | Oriental Harbor Investment Fund | 516,801 | $114.80M | 12.7% | +37.5% | 0.003% | |
| 5/19/2025 | Client 1ST Advisory Group LLC | 12,531 | $2.78M | 1.1% | -0.6% | 0.000% | |
| 5/19/2025 | Alaethes Wealth LLC | 58,823 | $13.07M | 4.8% | +3.6% | 0.000% | |
| 5/19/2025 | SCS Capital Management LLC | 217,546 | $48.32M | 0.6% | -20.8% | 0.001% | |
| 5/19/2025 | Alpha DNA Investment Management LLC | 7,884 | $1.75M | 22.9% | -72.4% | 0.000% | |
| 5/19/2025 | Smith Asset Management Co. LLC | 7,243 | $1.61M | 1.5% | N/A | 0.000% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 13,369,814 | $2.97B | 0.8% | -87.2% | 0.090% | |
| 5/19/2025 | DCM Advisors LLC | 60,596 | $13.25M | 7.0% | -19.3% | 0.000% | |
| 5/19/2025 | Legacy Advisory Services LLC | 2,489 | $553K | 0.5% | N/A | 0.000% | |
| 5/19/2025 | Optimize Financial Inc | 8,913 | $1.98M | 0.7% | N/A | 0.000% | |
| 5/17/2025 | Standard Family Office LLC | 1,996 | $443K | 0.6% | -42.9% | 0.000% | |
| 5/16/2025 | Wilson & Boucher Capital Management LLC | 35,537 | $7.89M | 5.9% | -3.4% | 0.000% | |
| 5/16/2025 | Windsor Advisory Group LLC | 3,924 | $872K | 1.1% | -6.9% | 0.000% | |
| 5/16/2025 | Woodline Partners LP | 1,269,171 | $281.92M | 1.8% | +43.3% | 0.008% | |
| 5/16/2025 | Zurich Insurance Group Ltd FI | 3,369,268 | $748.42M | 6.1% | +3.4% | 0.023% | |
| 5/16/2025 | Prostatis Group LLC | 25,779 | $5.73M | 1.8% | -2.4% | 0.000% | |
| 5/16/2025 | American Trust | 59,501 | $13.22M | 3.3% | -20.5% | 0.000% | |
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| 5/16/2025 | McIlrath & Eck LLC | 54,003 | $12.00M | 1.5% | -6.1% | 0.000% | |
| 5/16/2025 | Semmax Financial Advisors Inc. | 2,608 | $579K | 0.2% | +14.0% | 0.000% | |
| 5/16/2025 | Empowered Funds LLC | 476,686 | $105.89M | 1.5% | -3.8% | 0.003% | |
| 5/16/2025 | Logan Capital Management Inc. | 594,432 | $132.04M | 6.0% | -5.6% | 0.004% | |
| 5/16/2025 | AAF Wealth Management LLC | 19,775 | $4.39M | 2.4% | +2.5% | 0.000% | |
| 5/16/2025 | Northeast Financial Consultants Inc | 307,649 | $68.34M | 3.0% | -4.4% | 0.002% | |
| 5/16/2025 | HFM Investment Advisors LLC | 444 | $99K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Faithward Advisors LLC | 45,139 | $10.03M | 1.7% | -1.7% | 0.000% | |
| 5/16/2025 | MBB Public Markets I LLC | 1,472 | $327K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Vancity Investment Management Ltd | 179,129 | $39.79M | 5.5% | N/A | 0.001% | |
