| 8/14/2025 | Vista Investment Management | 28,086 | $525K | 0.2% | +28.1% | 0.024% | |
| 8/14/2025 | Raymond James Financial Inc. | 4,403,485 | $82.35M | 0.0% | +9.2% | 3.793% | |
| 8/14/2025 | HUB Investment Partners LLC | 378,395 | $7.08M | 0.2% | +0.7% | 0.326% | |
| 8/14/2025 | NewEdge Advisors LLC | 631,184 | $11.80M | 0.1% | +28.9% | 0.544% | |
| 8/13/2025 | Morton Community Bank | 284,365 | $5.32M | 1.3% | -0.5% | 0.245% | |
| 8/13/2025 | Brown Advisory Inc. | 16,220 | $303K | 0.0% | N/A | 0.014% | |
| 8/13/2025 | Baird Financial Group Inc. | 804,685 | $15.05M | 0.0% | +6.8% | 0.693% | |
| 8/13/2025 | Invesco Ltd. | 2,536,166 | $47.43M | 0.0% | +18.5% | 2.184% | |
| 8/13/2025 | River Wealth Advisors LLC | 72,423 | $1.35M | 0.2% | +15.5% | 0.062% | |
| 8/13/2025 | AMJ Financial Wealth Management | 314,822 | $5.89M | 1.5% | -3.7% | 0.271% | |
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| 8/13/2025 | VestGen Advisors LLC | 261,888 | $4.92M | 0.2% | +16.8% | 0.226% | |
| 8/13/2025 | Lido Advisors LLC | 6,031,301 | $112.79M | 0.4% | +3.5% | 5.195% | |
| 8/13/2025 | Colonial Trust Advisors | 265,049 | $4.96M | 0.4% | +8.8% | 0.228% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 66,230 | $1.24M | 0.0% | +91.2% | 0.057% | |
| 8/13/2025 | Farnam Financial LLC | 189,347 | $3.54M | 3.2% | +31.1% | 0.163% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 66,560 | $1.25M | 0.0% | +7.8% | 0.057% | |
| 8/12/2025 | Laurel Wealth Advisors LLC | 803,091 | $15.02M | 0.0% | +1,799.7% | 0.692% | |
| 8/12/2025 | RiverFront Investment Group LLC | 1,128,016 | $21.09M | 0.4% | +11.2% | 0.972% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 12,742 | $238K | 0.0% | -7.5% | 0.011% | |
| 8/12/2025 | MAI Capital Management | 1,671,357 | $31.25M | 0.2% | +9.6% | 1.440% | |
| 8/12/2025 | YANKCOM Partnership | 14,784 | $276K | 0.1% | +16.6% | 0.013% | |
| 8/12/2025 | JPMorgan Chase & Co. | 268,490 | $5.02M | 0.0% | +200.4% | 0.231% | |
| 8/11/2025 | Aspen Investment Management Inc | 149,170 | $2.79M | 1.2% | N/A | 0.128% | |
| 8/11/2025 | Cordatus Wealth Management LLC | 27,449 | $513K | 0.1% | +14.8% | 0.024% | |
| 8/8/2025 | ProVise Management Group LLC | 213,244 | $3.99M | 0.3% | +9.1% | 0.184% | |
| 8/8/2025 | Cetera Investment Advisers | 314,164 | $5.88M | 0.0% | +13.6% | 0.271% | |
| 8/8/2025 | Creative Planning | 57,000 | $1.07M | 0.0% | -10.3% | 0.049% | |
| 8/8/2025 | Advisors Capital Management LLC | 376,773 | $7.05M | 0.1% | +0.4% | 0.325% | |
| 8/8/2025 | IMA Advisory Services Inc. | 1,126,366 | $21.06M | 2.3% | +5.6% | 0.970% | |
| 8/7/2025 | Montag A & Associates Inc. | 4,361 | $82K | 0.0% | +52.4% | 0.004% | |
| 8/7/2025 | Addison Advisors LLC | 251,683 | $4.71M | 1.2% | +6.6% | 0.217% | |
| 8/7/2025 | Davis R M Inc. | 598,956 | $11.20M | 0.2% | +18.0% | 0.516% | |
| 8/7/2025 | SFE Investment Counsel | 265,220 | $4.96M | 0.9% | +26.4% | 0.228% | |
| 8/6/2025 | Prospera Financial Services Inc | 141,132 | $2.64M | 0.0% | +5.1% | 0.122% | |
| 8/6/2025 | Rovin Capital UT ADV | 132,407 | $2.48M | 0.8% | -4.1% | 0.114% | |
| 8/6/2025 | Headland Capital LLC | 895,534 | $16.75M | 5.1% | +3.6% | 0.771% | |
| 8/6/2025 | Souders Financial Advisors | 203,734 | $3.81M | 0.5% | +5.5% | 0.175% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 1,071,144 | $20.03M | 0.5% | +8.6% | 0.923% | |
| 8/5/2025 | Blue Barn Wealth LLC | 65,601 | $1.23M | 0.6% | +13.8% | 0.057% | |
| 8/5/2025 | Ellevest Inc. | 122,770 | $2.30M | 0.4% | +1.7% | 0.106% | |
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| 8/5/2025 | Key Financial Inc | 51,013 | $954K | 0.2% | +10.3% | 0.044% | |
| 8/5/2025 | Pacific Wealth Strategies Group Inc. | 18,863 | $352K | 0.2% | N/A | 0.016% | |
| 8/5/2025 | Sigma Planning Corp | 73,014 | $1.37M | 0.0% | +9.1% | 0.063% | |
| 8/5/2025 | Hills Bank & Trust Co | 2,143,374 | $40.08M | 2.5% | +2.8% | 1.846% | |
| 8/5/2025 | Summit Investment Advisory Services LLC | 23,516 | $440K | 0.4% | N/A | 0.020% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 117,050 | $2.19M | 0.1% | +9.4% | 0.101% | |
| 8/4/2025 | ArborFi Advisors LLC | 74,459 | $1.39M | 1.2% | +1.9% | 0.064% | |
| 8/4/2025 | Atria Investments Inc | 177,031 | $3.31M | 0.0% | +3.4% | 0.152% | |
| 8/1/2025 | Redmond Asset Management LLC | 19,664 | $368K | 0.1% | +24.5% | 0.017% | |
| 8/1/2025 | Capital Investment Counsel LLC | 1,075,510 | $20.11M | 3.1% | -2.2% | 0.930% | |
| 8/1/2025 | Clark Asset Management LLC | 679,021 | $12.70M | 1.7% | +18.7% | 0.587% | |
| 8/1/2025 | Motley Fool Wealth Management LLC | 639,859 | $11.97M | 0.7% | -9.7% | 0.553% | |
| 8/1/2025 | GPM Growth Investors Inc. | 542,430 | $10.14M | 4.0% | +5.2% | 0.469% | |
| 8/1/2025 | First Command Advisory Services Inc. | 54,346 | $1.02M | 0.0% | +19.3% | 0.047% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,721,701 | $32.20M | 0.0% | +0.5% | 1.489% | |
| 7/31/2025 | Optimum Investment Advisors | 3,300 | $62K | 0.0% | N/A | 0.003% | |
| 7/31/2025 | Darden Wealth Group Inc | 11,000 | $206K | 0.1% | N/A | 0.010% | |
| 7/31/2025 | Insight Wealth Partners LLC | 28,100 | $525K | 0.2% | +8.4% | 0.024% | |
| 7/31/2025 | Carrera Capital Advisors | 466,888 | $8.73M | 1.8% | N/A | 0.404% | |
| 7/31/2025 | Carnegie Investment Counsel | 236,260 | $4.42M | 0.1% | +5.2% | 0.204% | |
| 7/31/2025 | Gill Capital Partners LLC | 688,453 | $12.87M | 4.1% | +0.9% | 0.595% | |
| 7/30/2025 | OLD Point Trust & Financial Services N A | 17,088 | $320K | 0.1% | +92.8% | 0.015% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 535,638 | $10.02M | 0.4% | +0.7% | 0.463% | |
| 7/30/2025 | Brookstone Capital Management | 1,244,446 | $23.27M | 0.3% | -4.7% | 1.076% | |
| 7/29/2025 | Stephens Inc. AR | 143,793 | $2.69M | 0.0% | +1.2% | 0.124% | |
| 7/29/2025 | Novare Capital Management LLC | 185,446 | $3.47M | 0.3% | +6.8% | 0.160% | |
| 7/29/2025 | Manchester Financial Inc. | 2,294,041 | $42.90M | 9.0% | N/A | 1.984% | |
| 7/29/2025 | Carmel Capital Partners LLC | 316,595 | $5.92M | 2.1% | +7.9% | 0.274% | |
| 7/29/2025 | Straight Path Wealth Management | 165,292 | $3.09M | 1.0% | +24.3% | 0.143% | |
| 7/29/2025 | Angeles Wealth Management LLC | 2,087 | $39K | 0.0% | N/A | 0.002% | |
| 7/29/2025 | Semitam Bonam LLC | 84,803 | $1.59M | 1.5% | N/A | 0.073% | |
| 7/28/2025 | Tlwm | 21,398 | $400K | 0.1% | -21.2% | 0.019% | |
| 7/28/2025 | Harbour Investments Inc. | 42,292 | $791K | 0.0% | +1.5% | 0.037% | |
| 7/28/2025 | Brown Financial Advisory | 22,730 | $425K | 0.2% | +40.3% | 0.020% | |
| 7/28/2025 | Cypress Wealth Services LLC | 46,763 | $874K | 0.2% | -1.7% | 0.040% | |
| 7/25/2025 | MGO One Seven LLC | 137,713 | $2.58M | 0.1% | +37.2% | 0.120% | |
| 7/25/2025 | Bill Few Associates Inc. | 11,600 | $217K | 0.1% | N/A | 0.010% | |
| 7/25/2025 | G2 Capital Management LLC OH | 83,486 | $1.56M | 0.4% | +1.2% | 0.073% | |
| 7/25/2025 | CWM LLC | 573,769 | $10.73M | 0.0% | +0.6% | 0.501% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 46,239 | $865K | 0.3% | -15.3% | 0.040% | |
| 7/24/2025 | Eastern Bank | 17,049 | $319K | 0.0% | -81.1% | 0.015% | |
| 7/24/2025 | First Fiduciary Investment Counsel Inc. | 17,550 | $328K | 0.1% | +50.8% | 0.015% | |
| 7/24/2025 | Fourpath Capital Management LLC | 55,425 | $1.04M | 0.2% | +164.1% | 0.048% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 31,279 | $585K | 0.4% | N/A | 0.027% | |
| 7/24/2025 | Vantage Point Financial LLC | 41,207 | $771K | 0.3% | +1.5% | 0.036% | |
| 7/24/2025 | IFP Advisors Inc | 2,550 | $48K | 0.0% | +175.7% | 0.002% | |
| 7/23/2025 | Opulen Financial Group LLC | 133,979 | $2.51M | 2.1% | +3.5% | 0.117% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 36,162 | $676K | 0.0% | +41.6% | 0.032% | |
| 7/23/2025 | BankPlus Trust Department | 2,550 | $48K | 0.0% | N/A | 0.002% | |
| 7/23/2025 | True Vision MN LLC | 104,823 | $1.96M | 1.1% | -4.5% | 0.092% | |
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| 7/22/2025 | Berkshire Money Management Inc. | 2,726 | $51K | 0.0% | N/A | 0.002% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 372,654 | $6.97M | 1.1% | N/A | 0.326% | |
| 7/22/2025 | Marietta Wealth Management LLC | 341,689 | $6.39M | 0.8% | +2.0% | 0.299% | |
| 7/22/2025 | Kickstand Ventures LLC. | 372,654 | $6.97M | 1.6% | +5.1% | 0.326% | |
| 7/22/2025 | 4Thought Financial Group Inc. | 39,228 | $734K | 0.4% | +2.6% | 0.034% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 177,772 | $3.32M | 0.1% | +3.3% | 0.156% | |
| 7/21/2025 | Crews Bank & Trust | 14,400 | $269K | 0.0% | +11.6% | 0.013% | |
| 7/18/2025 | Ledgewood Wealth Advisors LLC | 212,861 | $3.98M | 2.5% | +0.6% | 0.187% | |
| 7/18/2025 | Truist Financial Corp | 78,589 | $1.47M | 0.0% | -29.8% | 0.069% | |
| 7/17/2025 | Capital Investment Advisors LLC | 18,804 | $352K | 0.0% | -4.2% | 0.016% | |
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