| 7/16/2025 | Brown Lisle Cummings Inc. | 146,116 | $3.21M | 0.9% | +10.2% | 0.021% | |
| 7/16/2025 | Signaturefd LLC | 11,510 | $253K | 0.0% | +13.2% | 0.002% | |
| 7/16/2025 | ORG Partners LLC | 18,445 | $407K | 0.1% | +69.3% | 0.003% | |
| 7/16/2025 | Kathmere Capital Management LLC | 22,679 | $498K | 0.0% | -10.7% | 0.003% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 33,785 | $742K | 0.0% | +2.4% | 0.005% | |
| 7/16/2025 | BankPlus Wealth Management LLC | 20,567 | $452K | 0.3% | +3.8% | 0.003% | |
| 7/16/2025 | Register Financial Advisors LLC | 74,038 | $1.63M | 0.7% | +10.0% | 0.011% | |
| 7/16/2025 | Essex Financial Services Inc. | 119,886 | $2.63M | 0.2% | +0.8% | 0.017% | |
| 7/16/2025 | Perigon Wealth Management LLC | 34,532 | $758K | 0.0% | -4.4% | 0.005% | |
| 7/16/2025 | Maridea Wealth Management LLC | 31,502 | $692K | 0.2% | +1.9% | 0.005% | |
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| 7/16/2025 | Magnus Financial Group LLC | 32,005 | $703K | 0.1% | +2.2% | 0.005% | |
| 7/15/2025 | Floyd Financial Group LLC | 40,822 | $915K | 0.8% | N/A | 0.006% | |
| 7/15/2025 | Perennial Advisors LLC | 210,433 | $4.62M | 0.9% | +1.5% | 0.030% | |
| 7/15/2025 | Xcel Wealth Management LLC | 23,261 | $511K | 0.1% | +16.9% | 0.003% | |
| 7/15/2025 | North Star Investment Management Corp. | 13,088 | $287K | 0.0% | +8.8% | 0.002% | |
| 7/15/2025 | Beacon Investment Advisory Services Inc. | 10,035 | $220K | 0.0% | -13.0% | 0.001% | |
| 7/15/2025 | Riverbridge Partners LLC | 57,447 | $1.26M | 0.0% | +4.0% | 0.008% | |
| 7/15/2025 | Evanson Asset Management LLC | 30,657 | $673K | 0.0% | N/A | 0.004% | |
| 7/15/2025 | EWG Elevate Inc. | 159,305 | $3.50M | 1.1% | +4.7% | 0.023% | |
| 7/15/2025 | Graypoint LLC | 481,245 | $10.57M | 0.6% | +9.3% | 0.069% | |
| 7/15/2025 | Oregon Pacific Wealth Management LLC | 14,475 | $318K | 0.3% | -3.9% | 0.002% | |
| 7/15/2025 | Family Wealth Partners LLC | 16,295 | $358K | 0.1% | N/A | 0.002% | |
| 7/14/2025 | AdvisorNet Financial Inc | 122,659 | $2.69M | 0.2% | -3.6% | 0.018% | |
| 7/14/2025 | Lewis Asset Management LLC | 36,084 | $792K | 0.4% | +20.2% | 0.005% | |
| 7/14/2025 | Whitener Capital Management Inc. | 25,048 | $550K | 0.1% | -10.8% | 0.004% | |
| 7/14/2025 | Park Avenue Securities LLC | 13,060 | $287K | 0.0% | -4.5% | 0.002% | |
| 7/14/2025 | Border to Coast Pensions Partnership Ltd | 1,900,000 | $41.72M | 0.8% | +2.7% | 0.274% | |
| 7/14/2025 | Palacios Wealth Management LLC | 26,945 | $592K | 0.5% | -6.0% | 0.004% | |
| 7/14/2025 | Sowell Financial Services LLC | 14,926 | $328K | 0.0% | -59.6% | 0.002% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 29,731 | $653K | 0.3% | +3.0% | 0.004% | |
| 7/11/2025 | Annex Advisory Services LLC | 10,055 | $221K | 0.0% | +8.5% | 0.001% | |
| 7/11/2025 | Baugh & Associates LLC | 242,037 | $4.90M | 2.5% | +2.4% | 0.035% | |
| 7/11/2025 | Mallini Complete Financial Planning LLC | 38,058 | $836K | 0.7% | +3.4% | 0.005% | |
| 7/11/2025 | Farther Finance Advisors LLC | 50,054 | $1.10M | 0.0% | -16.2% | 0.007% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 24,578 | $540K | 0.0% | +15.1% | 0.004% | |
| 7/11/2025 | UMB Bank n.a. | 54,373 | $1.19M | 0.0% | +2.8% | 0.008% | |
| 7/11/2025 | Lantz Financial LLC | 56,668 | $1.24M | 0.3% | -1.1% | 0.008% | |
| 7/11/2025 | Brendel Financial Advisors LLC | 120,611 | $2.65M | 1.5% | +3.5% | 0.017% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 79,504 | $1.75M | 0.2% | -2.4% | 0.011% | |
| 7/11/2025 | Bell Bank | 504,792 | $11.09M | 0.5% | +0.9% | 0.073% | |
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| 7/11/2025 | Mandatum Life Insurance Co Ltd | 24,295 | $534K | 0.1% | -24.0% | 0.003% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 43,817,148 | $877.20M | 0.1% | N/A | 6.312% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 4,275 | $95K | 0.0% | N/A | 0.001% | |
| 7/10/2025 | Western Pacific Wealth Management LP | 11,261 | $247K | 0.2% | -15.4% | 0.002% | |
| 7/10/2025 | Community Trust & Investment Co. | 150,072 | $3.30M | 0.2% | +0.3% | 0.022% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 355,708 | $7.97M | 0.0% | -9.6% | 0.051% | |
| 7/10/2025 | Secure Asset Management LLC | 13,804 | $303K | 0.1% | -4.4% | 0.002% | |
| 7/10/2025 | Ayrshire Capital Management LLC | 79,049 | $1.74M | 0.8% | +4.8% | 0.011% | |
| 7/10/2025 | Focus Financial Network Inc. | 13,607 | $299K | 0.0% | -91.9% | 0.002% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 57,110 | $1.25M | 0.0% | -6.0% | 0.008% | |
| 7/9/2025 | Mirador Capital Partners LP | 252,123 | $5.54M | 0.9% | +2.1% | 0.036% | |
| 7/9/2025 | Fiduciary Alliance LLC | 17,236 | $379K | 0.0% | +3.1% | 0.002% | |
| 7/9/2025 | Bank of New Hampshire | 83,457 | $1.83M | 0.5% | +2.6% | 0.012% | |
| 7/9/2025 | Triumph Capital Management | 28,859 | $634K | 0.2% | -27.4% | 0.004% | |
| 7/9/2025 | Clarus Wealth Advisors | 11,880 | $266K | 0.1% | -6.2% | 0.002% | |
| 7/9/2025 | Key Client Fiduciary Advisors LLC | 63,721 | $1.40M | 0.6% | +3.4% | 0.009% | |
| 7/8/2025 | Webster Bank N. A. | 24,757 | $544K | 0.1% | +67.3% | 0.004% | |
| 7/8/2025 | Parallel Advisors LLC | 56,525 | $1.24M | 0.0% | -3.2% | 0.008% | |
| 7/7/2025 | Whitaker Myers Wealth Managers LTD. | 15,429 | $339K | 0.1% | +47.2% | 0.002% | |
| 7/7/2025 | Delphi Management Inc. MA | 62,699 | $1.38M | 1.3% | -4.6% | 0.009% | |
| 7/7/2025 | Salem Investment Counselors Inc. | 235,415 | $5.17M | 0.2% | +1.5% | 0.034% | |
| 7/7/2025 | RDA Financial Network | 76,661 | $1.68M | 0.5% | -2.8% | 0.011% | |
| 7/1/2025 | Confluence Investment Management LLC | 3,796,791 | $83.38M | 1.2% | +0.6% | 0.547% | |
| 6/2/2025 | Modern Wealth Management LLC | 61,614 | $1.37M | 0.0% | +1.6% | 0.009% | |
| 5/28/2025 | Intrua Financial LLC | 17,980 | $398K | 0.1% | +15.2% | 0.003% | |
| 5/27/2025 | Advisors Capital Management LLC | 3,627,990 | $80.40M | 1.2% | +3.0% | 0.523% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 138,139 | $3.06M | 0.5% | +10.2% | 0.020% | |
| 5/21/2025 | MBL Wealth LLC | 23,316 | $517K | 0.1% | -23.1% | 0.003% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 50,779 | $1.13M | 0.0% | -1.4% | 0.007% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 18,517 | $410K | 0.1% | +7.1% | 0.003% | |
| 5/20/2025 | Belpointe Asset Management LLC | 44,358 | $983K | 0.1% | +1.7% | 0.006% | |
| 5/20/2025 | Focus Partners Wealth | 54,066 | $1.20M | 0.0% | -0.9% | 0.008% | |
| 5/19/2025 | SCS Capital Management LLC | 531,499 | $11.78M | 0.1% | N/A | 0.077% | |
| 5/19/2025 | Smith Asset Management Co. LLC | 275,616 | $6.11M | 5.7% | N/A | 0.040% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 666,330 | $14.77M | 0.0% | N/A | 0.097% | |
| 5/19/2025 | Palogic Value Management L.P. | 106,765 | $2.37M | 1.0% | +2.1% | 0.015% | |
| 5/16/2025 | Prostatis Group LLC | 21,768 | $482K | 0.2% | +2.1% | 0.003% | |
| 5/16/2025 | Empowered Funds LLC | 27,655 | $613K | 0.0% | +139.9% | 0.004% | |
| 5/16/2025 | Northeast Financial Consultants Inc | 857,410 | $19M | 0.8% | +22.2% | 0.124% | |
| 5/16/2025 | Ascent Group LLC | 41,253 | $914K | 0.0% | -3.0% | 0.006% | |
| 5/16/2025 | Challenger Wealth Management | 237,939 | $5.27M | 4.2% | +9.7% | 0.035% | |
| 5/16/2025 | CTC Alternative Strategies Ltd. | 16,800 | $372K | 0.5% | N/A | 0.002% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 53,452 | $1.19M | 0.0% | +6.7% | 0.008% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 2,835,007 | $62.82M | 0.0% | +14.5% | 0.408% | |
| 5/16/2025 | Laidlaw Wealth Management LLC | 10,625 | $235K | 0.7% | -12.7% | 0.002% | |
| 5/16/2025 | Dynamic Technology Lab Private Ltd | 12,330 | $273K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | Uniplan Investment Counsel Inc. | 170,864 | $3.79M | 0.4% | -3.7% | 0.025% | |
| 5/16/2025 | Plancorp LLC | 11,326 | $251K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | NewEdge Advisors LLC | 119,730 | $2.65M | 0.0% | +14.3% | 0.017% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 41,194 | $913K | 0.0% | -7.9% | 0.006% | |
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| 5/16/2025 | AQR Capital Management LLC | 16,502 | $365K | 0.0% | +6.5% | 0.002% | |
| 5/16/2025 | Advisors Asset Management Inc. | 413,375 | $9.16M | 0.2% | +4.1% | 0.060% | |
| 5/16/2025 | Ancora Advisors LLC | 47,935 | $1.06M | 0.0% | +1.2% | 0.007% | |
| 5/15/2025 | Promethium Advisors LLC | 9,586 | $212K | 0.1% | -20.3% | 0.001% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 68,250 | $1.51M | 0.0% | +54.3% | 0.010% | |
| 5/15/2025 | Ares Management LLC | 1,888,631 | $41.85M | 2.6% | -0.5% | 0.274% | |
| 5/15/2025 | EP Wealth Advisors LLC | 14,238 | $316K | 0.0% | N/A | 0.002% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 13,905 | $308K | 0.0% | N/A | 0.002% | |
| 5/15/2025 | FJ Capital Management LLC | 69,062 | $1.53M | 0.2% | +41.9% | 0.010% | |
| 5/15/2025 | Royal Bank of Canada | 3,560,479 | $78.90M | 0.0% | -13.0% | 0.516% | |
