| 7/18/2025 | Pure Financial Advisors LLC | 20,821 | $2.68M | 0.0% | +7.1% | 0.012% | |
| 7/18/2025 | Madrona Financial Services LLC | 34,683 | $4.46M | 1.1% | -6.4% | 0.020% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 495 | $64K | 0.0% | +607.1% | 0.000% | |
| 7/18/2025 | Truist Financial Corp | 243,976 | $31.38M | 0.0% | +1.1% | 0.141% | |
| 7/18/2025 | Union Bancaire Privee UBP SA | 11,836 | $1.52M | 0.0% | -69.7% | 0.007% | |
| 7/17/2025 | G&S Capital LLC | 12,912 | $1.66M | 0.7% | +6.7% | 0.007% | |
| 7/17/2025 | Oak Family Advisors LLC | 45,319 | $5.83M | 1.8% | +1,065.0% | 0.026% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 2,351 | $302K | 0.0% | +13.2% | 0.001% | |
| 7/17/2025 | LexAurum Advisors LLC | 50,408 | $6.48M | 1.0% | +0.2% | 0.029% | |
| 7/17/2025 | HB Wealth Management LLC | 75,191 | $9.67M | 0.1% | -6.5% | 0.043% | |
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| 7/17/2025 | Janney Montgomery Scott LLC | 11,950 | $1.54M | 0.0% | -20.3% | 0.007% | |
| 7/17/2025 | Cyr Financial Inc. | 1,688 | $217K | 0.2% | -38.9% | 0.001% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 2,853 | $367K | 0.0% | -29.2% | 0.002% | |
| 7/17/2025 | Symmetry Partners LLC | 2,337 | $301K | 0.0% | +15.9% | 0.001% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 1,563 | $201K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | SeaBridge Investment Advisors LLC | 7,639 | $982K | 0.2% | -54.2% | 0.004% | |
| 7/17/2025 | LVW Advisors LLC | 3,248 | $418K | 0.0% | +5.6% | 0.002% | |
| 7/16/2025 | Cahaba Wealth Management Inc. | 59,220 | $7.62M | 0.6% | -1.6% | 0.034% | |
| 7/16/2025 | Independent Wealth Network Inc. | 40,844 | $5.25M | 1.9% | +0.9% | 0.024% | |
| 7/16/2025 | Ascent Capital Management LLC | 1,577 | $203K | 0.2% | N/A | 0.001% | |
| 7/16/2025 | John W. Brooker & Co. CPAs | 1,583 | $206K | 0.5% | -91.2% | 0.001% | |
| 7/16/2025 | American National Bank & Trust | 500 | $64K | 0.0% | N/A | 0.000% | |
| 7/16/2025 | Ayalon Insurance Comp Ltd. | 231,772 | $29.81M | 8.6% | +0.3% | 0.134% | |
| 7/15/2025 | Well Done LLC | 30,958 | $3.98M | 0.7% | -0.5% | 0.018% | |
| 7/15/2025 | Beacon Investment Advisory Services Inc. | 46,319 | $5.96M | 0.3% | N/A | 0.027% | |
| 7/15/2025 | Cassia Capital Partners LLC | 2,671 | $343K | 0.2% | +7.6% | 0.002% | |
| 7/15/2025 | Verum Partners LLC | 48,235 | $6.20M | 1.4% | N/A | 0.028% | |
| 7/15/2025 | Mather Group LLC. | 6,712 | $863K | 0.0% | -2.0% | 0.004% | |
| 7/15/2025 | Alhambra Investment Management LLC | 3,902 | $502K | 0.2% | -11.1% | 0.002% | |
| 7/15/2025 | Financial Management Professionals Inc. | 71,093 | $9.14M | 1.0% | +1,887.5% | 0.041% | |
| 7/15/2025 | Maseco LLP | 12,283 | $1.58M | 0.1% | N/A | 0.007% | |
| 7/15/2025 | Sheets Smith Wealth Management | 7,029 | $904K | 0.1% | +1.4% | 0.004% | |
| 7/15/2025 | Retirement Income Solutions Inc | 40,022 | $5.15M | 0.9% | +0.7% | 0.023% | |
| 7/15/2025 | Pictet North America Advisors SA | 15,789 | $2.03M | 0.2% | -65.3% | 0.009% | |
| 7/15/2025 | CGN Advisors LLC | 1,617 | $208K | 0.0% | N/A | 0.001% | |
| 7/14/2025 | Cherrydale Wealth Management LLC | 10,555 | $1.36M | 0.5% | +0.8% | 0.006% | |
| 7/14/2025 | Financial Enhancement Group LLC | 52,936 | $6.84M | 1.0% | -2.1% | 0.031% | |
| 7/14/2025 | Sowell Financial Services LLC | 4,614 | $593K | 0.0% | -5.2% | 0.003% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,804 | $361K | 0.0% | +14.1% | 0.002% | |
| 7/11/2025 | Great Waters Wealth Management | 11,792 | $1.52M | 0.2% | -1.8% | 0.007% | |
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| 7/11/2025 | Silver Oak Securities Incorporated | 5,749 | $739K | 0.1% | -85.7% | 0.003% | |
| 7/10/2025 | Oldfather Financial Services LLC | 1,677 | $216K | 0.1% | N/A | 0.001% | |
| 7/10/2025 | Charter Oak Capital Management LLC | 82,033 | $10.55M | 0.9% | -4.8% | 0.047% | |
| 7/10/2025 | YHB Investment Advisors Inc. | 9,300 | $1.20M | 0.1% | +1.1% | 0.005% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 23,364 | $3.01M | 0.5% | +2.0% | 0.014% | |
| 7/10/2025 | P E Global LLC | 2,215,307 | $284.89M | 59.2% | +0.6% | 1.281% | |
| 7/10/2025 | Fulton Bank N.A. | 2,686 | $345K | 0.0% | -57.8% | 0.002% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 279,639 | $36.29M | 0.1% | +1.0% | 0.162% | |
| 7/10/2025 | Sharkey Howes & Javer | 22,401 | $2.88M | 0.4% | -30.3% | 0.013% | |
| 7/10/2025 | Secure Asset Management LLC | 7,611 | $979K | 0.2% | N/A | 0.004% | |
| 7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 11,725 | $1.51M | 0.0% | +290.8% | 0.007% | |
| 7/10/2025 | Sunflower Bank N.A. | 6,985 | $898K | 0.2% | -5.9% | 0.004% | |
| 7/9/2025 | PFW Advisors LLC | 25,022 | $3.22M | 1.0% | +1.8% | 0.014% | |
| 7/9/2025 | Sapient Capital LLC | 2,394 | $308K | 0.0% | -7.5% | 0.001% | |
| 7/9/2025 | Procyon Advisors LLC | 36,728 | $4.72M | 0.4% | N/A | 0.021% | |
| 7/9/2025 | GSG Advisors LLC | 1,745 | $224K | 0.1% | N/A | 0.001% | |
| 7/9/2025 | Catalyst Private Wealth LLC | 25,199 | $3.24M | 1.4% | +40.5% | 0.015% | |
| 7/9/2025 | Christopher J. Hasenberg Inc | 3,539 | $455K | 0.2% | +72.5% | 0.002% | |
| 7/9/2025 | Clarus Wealth Advisors | 17,381 | $2.24M | 1.0% | +1.9% | 0.010% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 28,179 | $3.62M | 0.1% | -6.2% | 0.016% | |
| 7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 5,877 | $756K | 0.3% | -42.3% | 0.003% | |
| 7/8/2025 | Parallel Advisors LLC | 57,472 | $7.39M | 0.1% | -1.7% | 0.033% | |
| 7/7/2025 | Wesbanco Bank Inc. | 1,700 | $219K | 0.0% | N/A | 0.001% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 14,183 | $1.83M | 0.2% | +365.3% | 0.008% | |
| 7/7/2025 | RDA Financial Network | 23,436 | $3.01M | 0.8% | +0.8% | 0.014% | |
| 7/3/2025 | First Hawaiian Bank | 3,083 | $396K | 0.1% | +65.6% | 0.002% | |
| 6/18/2025 | Voya Investment Management LLC | 18,643 | $2.17M | 0.0% | -25.2% | 0.011% | |
| 6/4/2025 | First Hawaiian Bank | 1,862 | $217K | 0.0% | N/A | 0.001% | |
| 5/20/2025 | Belpointe Asset Management LLC | 4,307 | $501K | 0.0% | +7.8% | 0.002% | |
| 5/20/2025 | Focus Partners Wealth | 212,826 | $24.77M | 0.1% | +4.7% | 0.123% | |
| 5/19/2025 | Client 1ST Advisory Group LLC | 4,717 | $549K | 0.2% | -2.1% | 0.003% | |
| 5/19/2025 | SCS Capital Management LLC | 26,092 | $3.04M | 0.0% | +324.0% | 0.015% | |
| 5/16/2025 | Zurich Insurance Group Ltd FI | 39,594 | $4.68M | 0.0% | -19.7% | 0.023% | |
| 5/16/2025 | McIlrath & Eck LLC | 298 | $35K | 0.0% | -27.0% | 0.000% | |
| 5/16/2025 | Faithward Advisors LLC | 21,497 | $2.50M | 0.4% | +11.5% | 0.012% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 771,405 | $89.78M | 0.0% | -18.2% | 0.446% | |
| 5/16/2025 | Kestra Investment Management LLC | 2,282 | $266K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Jones Financial Companies Lllp | 4,707 | $548K | 0.0% | +101.0% | 0.003% | |
| 5/16/2025 | CKW Financial Group | 20,679 | $2.42M | 0.3% | +5.0% | 0.012% | |
| 5/16/2025 | Sepio Capital LP | 120,880 | $14.07M | 1.1% | -0.6% | 0.070% | |
| 5/16/2025 | Ruggaard & Associates LLC | 2,923 | $340K | 0.1% | +3.9% | 0.002% | |
| 5/16/2025 | NewEdge Advisors LLC | 10,952 | $1.28M | 0.0% | +16.9% | 0.006% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 2,966 | $345K | 0.0% | -3.1% | 0.002% | |
| 5/16/2025 | Edmond DE Rothschild Holding S.A. | 14,660 | $1.71M | 0.0% | -1.0% | 0.008% | |
| 5/16/2025 | Eight 31 Financial LLC | 5,457 | $635K | 0.4% | +9.2% | 0.003% | |
| 5/16/2025 | Centerstone Investors LLC | 59,300 | $6.90M | 16.4% | N/A | 0.034% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 3,414 | $397K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | Brandywine Managers LLC | 293,679 | $34.18M | 41.0% | -15.0% | 0.170% | |
| 5/16/2025 | Brandywine Trust Co. | 61,715 | $7.18M | 1.1% | +533.2% | 0.036% | |
| 5/16/2025 | Alliancebernstein L.P. | 434,665 | $50.59M | 0.0% | -15.5% | 0.251% | |
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| 5/16/2025 | AlTi Global Inc. | 81,337 | $9.47M | 0.2% | -1.3% | 0.047% | |
| 5/16/2025 | Angeles Investment Advisors LLC | 14,815 | $1.72M | 0.1% | -2.4% | 0.009% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 1,189,640 | $138.46M | 0.7% | -15.3% | 0.688% | |
| 5/15/2025 | EP Wealth Advisors LLC | 37,442 | $4.36M | 0.0% | +22.0% | 0.022% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 3,139 | $365K | 0.0% | -20.8% | 0.002% | |
| 5/15/2025 | Flputnam Investment Management Co. | 3,072 | $358K | 0.0% | -3.4% | 0.002% | |
| 5/15/2025 | Royal Bank of Canada | 474,271 | $55.20M | 0.0% | -25.3% | 0.274% | |
| 5/15/2025 | MAI Capital Management | 17,455 | $2.03M | 0.0% | -4.3% | 0.010% | |
| 5/15/2025 | Ewing Morris & Co. Investment Partners Ltd. | 8,000 | $931K | 0.4% | -5.9% | 0.005% | |
| 5/15/2025 | Baird Financial Group Inc. | 22,027 | $2.56M | 0.0% | -31.7% | 0.013% | |
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