| 8/4/2025 | AlphaStar Capital Management LLC | 274,916 | $5.37M | 0.4% | +10.7% | 0.126% | |
| 8/4/2025 | ArborFi Advisors LLC | 59,223 | $1.16M | 1.0% | +1.3% | 0.027% | |
| 8/4/2025 | Atria Investments Inc | 134,922 | $2.63M | 0.0% | -0.7% | 0.062% | |
| 8/4/2025 | Savvy Advisors Inc. | 24,210 | $473K | 0.0% | +54.1% | 0.011% | |
| 8/4/2025 | Arkadios Wealth Advisors | 42,259 | $825K | 0.0% | +21.6% | 0.019% | |
| 8/1/2025 | Redmond Asset Management LLC | 68,671 | $1.34M | 0.3% | +7.1% | 0.032% | |
| 8/1/2025 | Clark Asset Management LLC | 752,055 | $14.68M | 2.0% | +22.0% | 0.346% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 43,999 | $859K | 0.1% | -9.7% | 0.020% | |
| 8/1/2025 | First Command Advisory Services Inc. | 63,222 | $1.23M | 0.0% | +15.7% | 0.029% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,011,401 | $19.74M | 0.0% | +2.7% | 0.466% | |
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| 7/31/2025 | Optimum Investment Advisors | 13,600 | $265K | 0.1% | +60.0% | 0.006% | |
| 7/31/2025 | Leavell Investment Management Inc. | 85,212 | $1.66M | 0.1% | -9.5% | 0.039% | |
| 7/31/2025 | Insight Wealth Partners LLC | 47,156 | $920K | 0.4% | +4.4% | 0.022% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 23,354 | $456K | 0.2% | N/A | 0.011% | |
| 7/31/2025 | GLOBALT Investments LLC GA | 37,253 | $727K | 0.0% | -10.6% | 0.017% | |
| 7/31/2025 | Carnegie Investment Counsel | 250,812 | $4.90M | 0.1% | -3.2% | 0.115% | |
| 7/31/2025 | Gill Capital Partners LLC | 245,353 | $4.79M | 1.5% | -6.6% | 0.113% | |
| 7/30/2025 | OLD Point Trust & Financial Services N A | 32,823 | $641K | 0.2% | -2.7% | 0.015% | |
| 7/30/2025 | Fusion Family Wealth LLC | 1,798,855 | $35.11M | 3.0% | +5.0% | 0.828% | |
| 7/30/2025 | Steel Grove Capital Advisors LLC | 338,186 | $6.60M | 0.8% | -5.5% | 0.156% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 512,511 | $10.00M | 0.4% | +0.8% | 0.236% | |
| 7/30/2025 | Brookstone Capital Management | 1,463,128 | $28.56M | 0.4% | -5.1% | 0.674% | |
| 7/29/2025 | Stephens Inc. AR | 100,072 | $1.95M | 0.0% | -87.9% | 0.046% | |
| 7/29/2025 | Wingate Wealth Advisors Inc. | 67,944 | $1.33M | 1.2% | +0.8% | 0.031% | |
| 7/29/2025 | Novare Capital Management LLC | 149,272 | $2.91M | 0.2% | +0.9% | 0.069% | |
| 7/29/2025 | Carmel Capital Partners LLC | 300,704 | $5.87M | 2.1% | +6.7% | 0.138% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 14,788 | $289K | 0.0% | -14.9% | 0.007% | |
| 7/29/2025 | Private Trust Co. NA | 28,121 | $549K | 0.1% | -14.9% | 0.013% | |
| 7/29/2025 | Straight Path Wealth Management | 438,142 | $8.55M | 2.9% | +10.6% | 0.201% | |
| 7/29/2025 | Angeles Wealth Management LLC | 1,980 | $39K | 0.0% | N/A | 0.001% | |
| 7/29/2025 | Semitam Bonam LLC | 81,432 | $1.59M | 1.5% | N/A | 0.037% | |
| 7/29/2025 | Latitude Advisors LLC | 13,152 | $257K | 0.1% | -24.5% | 0.006% | |
| 7/28/2025 | Tlwm | 1,560,875 | $30.47M | 5.8% | +0.2% | 0.717% | |
| 7/28/2025 | Harbour Investments Inc. | 58,793 | $1.15M | 0.0% | +2.2% | 0.027% | |
| 7/28/2025 | RFG Advisory LLC | 12,155 | $237K | 0.0% | +16.8% | 0.006% | |
| 7/28/2025 | Hudson Capital Management LLC | 410,050 | $8.00M | 2.3% | N/A | 0.188% | |
| 7/25/2025 | Verdence Capital Advisors LLC | 20,300 | $396K | 0.0% | +7.8% | 0.009% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 287,491 | $5.61M | 0.1% | -10.7% | 0.132% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 63,733 | $1.24M | 0.3% | -18.1% | 0.029% | |
| 7/25/2025 | MGO One Seven LLC | 357,342 | $6.98M | 0.2% | +10.6% | 0.164% | |
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| 7/25/2025 | G2 Capital Management LLC OH | 96,707 | $1.89M | 0.5% | +1.1% | 0.044% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 64,124 | $1.25M | 0.4% | -10.4% | 0.029% | |
| 7/24/2025 | Eastern Bank | 20,000 | $390K | 0.0% | -71.7% | 0.009% | |
| 7/24/2025 | First Fiduciary Investment Counsel Inc. | 38,947 | $760K | 0.2% | +5.1% | 0.018% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 45,973 | $897K | 0.6% | N/A | 0.021% | |
| 7/24/2025 | Vantage Point Financial LLC | 64,546 | $1.26M | 0.6% | -2.7% | 0.030% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 168,066 | $3.28M | 0.3% | -83.7% | 0.077% | |
| 7/24/2025 | IFP Advisors Inc | 63,818 | $1.25M | 0.0% | -1.0% | 0.029% | |
| 7/24/2025 | TFR Capital LLC. | 147,771 | $2.88M | 1.0% | +7.5% | 0.068% | |
| 7/24/2025 | Leo Wealth LLC | 137,037 | $2.68M | 0.2% | N/A | 0.063% | |
| 7/23/2025 | Opulen Financial Group LLC | 108,996 | $2.13M | 1.7% | +2.2% | 0.050% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 33,783 | $659K | 0.0% | +33.6% | 0.016% | |
| 7/23/2025 | BankPlus Trust Department | 25,167 | $491K | 0.1% | +53.2% | 0.012% | |
| 7/23/2025 | True Vision MN LLC | 66,244 | $1.29M | 0.7% | -4.2% | 0.030% | |
| 7/23/2025 | Sunbeam Capital Management LLC | 136,217 | $2.66M | 2.0% | +0.5% | 0.063% | |
| 7/23/2025 | Country Club Bank | 214,269 | $4.18M | 0.3% | -4.4% | 0.098% | |
| 7/22/2025 | Belpointe Asset Management LLC | 42,770 | $835K | 0.0% | +307.2% | 0.020% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 586,843 | $11.46M | 1.8% | N/A | 0.270% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 33,379 | $652K | 0.0% | -7.0% | 0.015% | |
| 7/22/2025 | Marietta Wealth Management LLC | 326,850 | $6.38M | 0.8% | +2.1% | 0.150% | |
| 7/22/2025 | Kickstand Ventures LLC. | 586,843 | $11.46M | 2.7% | -7.6% | 0.270% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 33,517 | $654K | 0.0% | N/A | 0.015% | |
| 7/22/2025 | Berger Financial Group Inc | 186,452 | $3.64M | 0.2% | -3.2% | 0.086% | |
| 7/22/2025 | Strid Group LLC | 61,986 | $1.21M | 0.2% | -1.8% | 0.028% | |
| 7/22/2025 | 4Thought Financial Group Inc. | 40,064 | $782K | 0.4% | +9.1% | 0.018% | |
| 7/21/2025 | Segment Wealth Management LLC | 55,767 | $1.09M | 0.1% | -9.4% | 0.026% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,306 | $84K | 0.0% | N/A | 0.002% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 174,010 | $3.40M | 0.1% | +4.3% | 0.080% | |
| 7/21/2025 | Exchange Capital Management Inc. | 29,883 | $583K | 0.1% | -79.4% | 0.014% | |
| 7/21/2025 | River Street Advisors LLC | 295,908 | $5.78M | 2.5% | +0.6% | 0.136% | |
| 7/21/2025 | OLD Second National Bank of Aurora | 619,100 | $12.09M | 2.6% | -3.1% | 0.284% | |
| 7/18/2025 | Trilogy Capital Inc. | 240,202 | $4.69M | 0.2% | -1.3% | 0.110% | |
| 7/18/2025 | SMI Advisory Services LLC | 18,018 | $352K | 0.1% | -7.0% | 0.008% | |
| 7/18/2025 | TABR Capital Management LLC | 11,385 | $222K | 0.2% | N/A | 0.005% | |
| 7/18/2025 | Truist Financial Corp | 64,120 | $1.25M | 0.0% | -50.4% | 0.029% | |
| 7/17/2025 | Capital Investment Advisors LLC | 24,767 | $483K | 0.0% | -3.1% | 0.011% | |
| 7/17/2025 | HB Wealth Management LLC | 106,126 | $2.07M | 0.0% | N/A | 0.049% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 282,300 | $5.51M | 0.0% | -52.7% | 0.130% | |
| 7/17/2025 | Independence Bank of Kentucky | 28,668 | $560K | 0.1% | +3.8% | 0.013% | |
| 7/17/2025 | Avior Wealth Management LLC | 129,399 | $2.53M | 0.1% | +11.4% | 0.059% | |
| 7/17/2025 | XY Planning Network Inc. | 31,970 | $624K | 0.2% | N/A | 0.015% | |
| 7/17/2025 | Hengehold Capital Management LLC | 461,016 | $9.00M | 0.8% | +6.8% | 0.212% | |
| 7/17/2025 | Blossom Wealth Management | 25,725 | $502K | 0.9% | -2.8% | 0.012% | |
| 7/17/2025 | Western Financial Corp CA | 43,564 | $850K | 0.5% | +1.7% | 0.020% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 47,555 | $928K | 0.6% | N/A | 0.022% | |
| 7/16/2025 | ORG Partners LLC | 26,436 | $516K | 0.1% | -5.2% | 0.012% | |
| 7/16/2025 | Kirr Marbach & Co. LLC IN | 994,418 | $19.41M | 3.8% | +1.9% | 0.457% | |
| 7/16/2025 | Old Port Advisors | 185,453 | $3.62M | 1.0% | -5.3% | 0.085% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 73,651 | $1.44M | 0.1% | -2.1% | 0.034% | |
| 7/16/2025 | BankPlus Wealth Management LLC | 13,791 | $269K | 0.2% | +9.7% | 0.006% | |
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| 7/15/2025 | Well Done LLC | 15,560 | $304K | 0.1% | -25.3% | 0.007% | |
| 7/15/2025 | Genesis Wealth Advisors LLC | 90,507 | $1.77M | 1.3% | -7.6% | 0.042% | |
| 7/15/2025 | Tenon Financial LLC | 172,934 | $3.38M | 1.5% | +1.2% | 0.079% | |
| 7/15/2025 | McCarthy & Cox | 31,177 | $609K | 0.2% | -89.9% | 0.014% | |
| 7/15/2025 | RVW Wealth LLC | 31,975 | $624K | 0.1% | -2.4% | 0.015% | |
| 7/15/2025 | BCS Wealth Management | 592,423 | $11.56M | 2.5% | +2.8% | 0.272% | |
| 7/15/2025 | Accurate Wealth Management LLC | 76,721 | $1.50M | 0.2% | N/A | 0.035% | |
| 7/15/2025 | Fifth Third Bancorp | 23,380 | $456K | 0.0% | -17.8% | 0.011% | |
| 7/15/2025 | SJS Investment Consulting Inc. | 1,581 | $31K | 0.0% | -67.9% | 0.001% | |
| 7/15/2025 | Oregon Pacific Wealth Management LLC | 27,188 | $531K | 0.5% | -29.4% | 0.012% | |
