| 7/24/2025 | TFR Capital LLC. | 102,039 | $2.01M | 0.7% | +10.1% | 0.054% | |
| 7/24/2025 | Leo Wealth LLC | 72,014 | $1.42M | 0.1% | +610.1% | 0.038% | |
| 7/24/2025 | McElhenny Sheffield Capital Management LLC | 7,400 | $145K | 0.0% | N/A | 0.004% | |
| 7/23/2025 | Opulen Financial Group LLC | 105,069 | $2.07M | 1.7% | +5.7% | 0.055% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 38,145 | $750K | 0.0% | +35.7% | 0.020% | |
| 7/23/2025 | BankPlus Trust Department | 28,179 | $554K | 0.2% | +96.8% | 0.015% | |
| 7/23/2025 | True Vision MN LLC | 33,142 | $651K | 0.4% | -4.1% | 0.017% | |
| 7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 40,410 | $794K | 0.3% | +1.5% | 0.021% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 41,522 | $816K | 0.1% | N/A | 0.022% | |
| 7/22/2025 | Marietta Wealth Management LLC | 322,223 | $6.33M | 0.8% | +1.4% | 0.170% | |
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| 7/22/2025 | Kickstand Ventures LLC. | 41,522 | $816K | 0.2% | +279.7% | 0.022% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 37,202 | $731K | 0.0% | +235.3% | 0.020% | |
| 7/22/2025 | Berger Financial Group Inc | 205,294 | $4.03M | 0.3% | +0.6% | 0.108% | |
| 7/21/2025 | Segment Wealth Management LLC | 61,897 | $1.22M | 0.1% | -3.0% | 0.033% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,019 | $79K | 0.0% | N/A | 0.002% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 173,053 | $3.40M | 0.1% | +4.8% | 0.091% | |
| 7/21/2025 | Exchange Capital Management Inc. | 28,130 | $553K | 0.1% | -78.4% | 0.015% | |
| 7/21/2025 | River Street Advisors LLC | 131,491 | $2.58M | 1.1% | +8.8% | 0.069% | |
| 7/21/2025 | Crews Bank & Trust | 27,710 | $545K | 0.1% | +5.9% | 0.015% | |
| 7/21/2025 | OLD Second National Bank of Aurora | 343,326 | $6.75M | 1.5% | +4.2% | 0.181% | |
| 7/18/2025 | Ledgewood Wealth Advisors LLC | 295,702 | $5.81M | 3.7% | +2.9% | 0.156% | |
| 7/18/2025 | Trilogy Capital Inc. | 222,479 | $4.37M | 0.2% | -4.0% | 0.117% | |
| 7/18/2025 | SMI Advisory Services LLC | 15,824 | $311K | 0.1% | +10.7% | 0.008% | |
| 7/18/2025 | Truist Financial Corp | 448,870 | $8.82M | 0.0% | -6.7% | 0.237% | |
| 7/17/2025 | Capital Investment Advisors LLC | 29,023 | $570K | 0.0% | -4.9% | 0.015% | |
| 7/17/2025 | HB Wealth Management LLC | 75,007 | $1.47M | 0.0% | +129.9% | 0.040% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 802,891 | $15.78M | 0.0% | -7.7% | 0.424% | |
| 7/17/2025 | Independence Bank of Kentucky | 50,644 | $995K | 0.1% | +3.3% | 0.027% | |
| 7/17/2025 | Avior Wealth Management LLC | 2,426,509 | $47.68M | 1.6% | +0.2% | 1.283% | |
| 7/17/2025 | XY Planning Network Inc. | 29,694 | $583K | 0.2% | N/A | 0.016% | |
| 7/17/2025 | Hengehold Capital Management LLC | 439,971 | $8.65M | 0.8% | +2.2% | 0.233% | |
| 7/17/2025 | Chatham Capital Group Inc. | 479,795 | $9.43M | 1.4% | +0.3% | 0.254% | |
| 7/17/2025 | Blossom Wealth Management | 22,430 | $441K | 0.8% | -10.0% | 0.012% | |
| 7/17/2025 | Western Financial Corp CA | 42,859 | $842K | 0.5% | +1.9% | 0.023% | |
| 7/16/2025 | ORG Partners LLC | 25,265 | $497K | 0.1% | -27.5% | 0.013% | |
| 7/16/2025 | Kirr Marbach & Co. LLC IN | 684,997 | $13.46M | 2.7% | +4.4% | 0.362% | |
| 7/16/2025 | Old Port Advisors | 173,665 | $3.41M | 0.9% | +21.1% | 0.092% | |
| 7/16/2025 | Kathmere Capital Management LLC | 18,370 | $361K | 0.0% | N/A | 0.010% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 74,691 | $1.47M | 0.1% | -2.1% | 0.039% | |
| 7/16/2025 | Tassel Capital Management Inc. | 25,828 | $508K | 0.4% | +4.2% | 0.014% | |
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| 7/15/2025 | Well Done LLC | 10,864 | $213K | 0.0% | N/A | 0.006% | |
| 7/15/2025 | Genesis Wealth Advisors LLC | 334,549 | $6.57M | 4.9% | +4.0% | 0.177% | |
| 7/15/2025 | Tenon Financial LLC | 137,728 | $2.71M | 1.2% | +5.0% | 0.073% | |
| 7/15/2025 | McCarthy & Cox | 263,792 | $5.18M | 1.4% | +5.0% | 0.139% | |
| 7/15/2025 | RVW Wealth LLC | 17,696 | $348K | 0.0% | +6.4% | 0.009% | |
| 7/15/2025 | BCS Wealth Management | 390,775 | $7.68M | 1.7% | +4.0% | 0.207% | |
| 7/15/2025 | Legacy Financial Group LLC | 812,048 | $15.96M | 2.2% | -5.3% | 0.429% | |
| 7/15/2025 | Accurate Wealth Management LLC | 70,078 | $1.38M | 0.2% | N/A | 0.037% | |
| 7/15/2025 | Oregon Pacific Wealth Management LLC | 27,062 | $532K | 0.5% | -29.6% | 0.014% | |
| 7/14/2025 | Seek First Inc. | 17,278 | $340K | 0.3% | +54.6% | 0.009% | |
| 7/14/2025 | CRA Financial Services LLC | 131,120 | $2.58M | 0.4% | +8.5% | 0.069% | |
| 7/14/2025 | Oliver Luxxe Assets LLC | 85,723 | $1.68M | 0.3% | -18.2% | 0.045% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 380,731 | $7.48M | 1.3% | -0.2% | 0.201% | |
| 7/14/2025 | GAMMA Investing LLC | 7,509 | $148K | 0.0% | -75.6% | 0.004% | |
| 7/14/2025 | Masso Torrence Wealth Management Inc. | 90,300 | $1.77M | 0.8% | +5.5% | 0.048% | |
| 7/14/2025 | Infinity Wealth Counsel LLC | 177,805 | $3.49M | 3.5% | +1.5% | 0.094% | |
| 7/14/2025 | Whitener Capital Management Inc. | 30,044 | $590K | 0.2% | +7.9% | 0.016% | |
| 7/14/2025 | Park Avenue Securities LLC | 73,852 | $1.45M | 0.0% | -1.7% | 0.039% | |
| 7/14/2025 | Sound Stewardship LLC | 373,666 | $7.34M | 3.8% | +2.6% | 0.198% | |
| 7/11/2025 | Meriwether Wealth & Planning LLC | 319,044 | $6.27M | 3.9% | +1.7% | 0.169% | |
| 7/11/2025 | Farther Finance Advisors LLC | 10,176 | $200K | 0.0% | +1,935.2% | 0.005% | |
| 7/11/2025 | Butensky & Cohen Financial Security Inc. | 63,627 | $1.25M | 0.4% | +3.0% | 0.034% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 14,589 | $287K | 0.1% | +110.4% | 0.008% | |
| 7/11/2025 | Lantz Financial LLC | 88,408 | $1.74M | 0.4% | +9.4% | 0.047% | |
| 7/11/2025 | AA Financial Advisors LLC | 567,995 | $11.16M | 2.4% | +0.3% | 0.300% | |
| 7/11/2025 | LongView Wealth Management | 18,700 | $367K | 0.1% | +23.0% | 0.010% | |
| 7/11/2025 | Matthew Goff Investment Advisor LLC | 130,524 | $2.57M | 0.5% | -4.6% | 0.070% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 210,523 | $4.14M | 0.0% | -0.7% | 0.113% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 44,280 | $870K | 0.4% | N/A | 0.024% | |
| 7/9/2025 | Central Valley Advisors LLC | 480,767 | $9.45M | 3.2% | +6.7% | 0.258% | |
| 7/9/2025 | Beacon Financial Group | 75,825 | $1.49M | 0.2% | +45.5% | 0.041% | |
| 7/8/2025 | Everpar Advisors LLC | 27,672 | $544K | 0.2% | +67.7% | 0.015% | |
| 7/8/2025 | Dover Advisors LLC | 16,051 | $315K | 0.1% | -5.1% | 0.009% | |
| 7/8/2025 | Apella Capital LLC | 44,489 | $874K | 0.0% | -1.9% | 0.024% | |
| 7/8/2025 | Legacy Private Trust Co. | 93,424 | $1.84M | 0.1% | -9.7% | 0.050% | |
| 7/8/2025 | S.E.E.D. Planning Group LLC | 178,168 | $3.50M | 1.1% | +0.9% | 0.095% | |
| 7/8/2025 | Red Spruce Capital LLC | 496,580 | $9.76M | 4.2% | +0.3% | 0.266% | |
| 7/7/2025 | Horizons Wealth Management | 186,355 | $3.66M | 2.6% | +1.2% | 0.100% | |
| 7/1/2025 | Legacy Wealth Management LLC MS | 30,631 | $602K | 0.2% | +86.5% | 0.016% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 153,551 | $3.01M | 0.1% | +16.6% | 0.088% | |
| 5/20/2025 | Focus Partners Wealth | 496,743 | $9.73M | 0.0% | -14.9% | 0.285% | |
| 5/20/2025 | Anchor Investment Management LLC | 1,046,203 | $20.50M | 1.9% | +11.1% | 0.601% | |
| 5/20/2025 | Aspen Investment Management Inc | 168,660 | $3.30M | 1.5% | +1.5% | 0.097% | |
| 5/19/2025 | Jane Street Group LLC | 343,330 | $6.73M | 0.0% | +285.8% | 0.197% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 27,110 | $531K | 0.0% | -4.4% | 0.015% | |
| 5/16/2025 | Jones Financial Companies Lllp | 171,279 | $3.57M | 0.0% | +25.8% | 0.096% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 47,700 | $934K | 0.7% | N/A | 0.027% | |
| 5/16/2025 | Redwood Financial Network Corp | 74,697 | $1.46M | 1.1% | +5.6% | 0.042% | |
| 5/16/2025 | NewEdge Advisors LLC | 614,468 | $12.04M | 0.1% | +16.9% | 0.345% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 284,656 | $5.58M | 0.1% | +11.1% | 0.160% | |
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| 5/16/2025 | Ancora Advisors LLC | 16,368 | $321K | 0.0% | +45.9% | 0.009% | |
| 5/15/2025 | EP Wealth Advisors LLC | 246,459 | $4.83M | 0.0% | -0.8% | 0.142% | |
| 5/15/2025 | Royal Bank of Canada | 1,357,662 | $26.60M | 0.0% | -27.4% | 0.780% | |
| 5/15/2025 | MAI Capital Management | 2,287,479 | $44.81M | 0.3% | +12.5% | 1.315% | |
| 5/15/2025 | Insight Wealth Partners LLC | 44,711 | $876K | 0.1% | +15.4% | 0.026% | |
| 5/15/2025 | Baird Financial Group Inc. | 777,236 | $15.23M | 0.0% | -14.2% | 0.447% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 48,724 | $955K | 0.7% | -1.8% | 0.028% | |
| 5/15/2025 | Hanover Advisors Inc. | 83,299 | $1.63M | 0.7% | +15.2% | 0.048% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 12,030 | $236K | 0.0% | -7.0% | 0.007% | |
| 5/14/2025 | Comerica Bank | 62,825 | $1.23M | 0.0% | +24.2% | 0.036% | |
