| 7/31/2025 | Carnegie Investment Counsel | 23,685 | $558K | 0.0% | -16.9% | 0.193% | |
| 7/30/2025 | Freedom Investment Management Inc. | 11,926 | $281K | 0.0% | -4.5% | 0.097% | |
| 7/29/2025 | Private Trust Co. NA | 12,125 | $286K | 0.0% | -24.6% | 0.099% | |
| 7/28/2025 | Mutual Advisors LLC | 8,935 | $210K | 0.0% | N/A | 0.073% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 8,993 | $212K | 0.0% | N/A | 0.073% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 36,626 | $861K | 0.2% | -22.9% | 0.298% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 17,082 | $402K | 0.2% | N/A | 0.139% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 19,097 | $450K | 0.2% | -47.4% | 0.155% | |
| 7/24/2025 | IFP Advisors Inc | 1,129 | $27K | 0.0% | -37.5% | 0.009% | |
| 7/23/2025 | WESPAC Advisors LLC | 26,036 | $613K | 0.4% | +48.8% | 0.212% | |
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| 7/22/2025 | Duncan Williams Asset Management LLC | 18,536 | $437K | 0.1% | N/A | 0.151% | |
| 7/22/2025 | Marietta Wealth Management LLC | 21,245 | $501K | 0.1% | N/A | 0.173% | |
| 7/22/2025 | Kickstand Ventures LLC. | 18,536 | $437K | 0.1% | +14.5% | 0.151% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 17,754 | $418K | 0.0% | +6.4% | 0.144% | |
| 7/21/2025 | Precedent Wealth Partners LLC | 111,085 | $2.62M | 0.6% | +9.9% | 0.903% | |
| 7/21/2025 | River Street Advisors LLC | 18,302 | $431K | 0.2% | N/A | 0.149% | |
| 7/21/2025 | OLD Second National Bank of Aurora | 5,744 | $135K | 0.0% | -27.1% | 0.047% | |
| 7/18/2025 | Truist Financial Corp | 298,961 | $7.04M | 0.0% | -1.1% | 2.431% | |
| 7/17/2025 | Oak Family Advisors LLC | 15,338 | $361K | 0.1% | +7.0% | 0.125% | |
| 7/16/2025 | Kathmere Capital Management LLC | 55,773 | $1.31M | 0.1% | +151.0% | 0.453% | |
| 7/15/2025 | Accurate Wealth Management LLC | 23,724 | $560K | 0.1% | N/A | 0.193% | |
| 7/15/2025 | CGN Advisors LLC | 34,564 | $814K | 0.1% | -40.9% | 0.281% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 37,957 | $894K | 0.2% | -2.0% | 0.309% | |
| 7/14/2025 | Masso Torrence Wealth Management Inc. | 12,953 | $305K | 0.1% | +8.4% | 0.105% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,026 | $71K | 0.0% | +89.1% | 0.025% | |
| 7/11/2025 | AA Financial Advisors LLC | 21,557 | $508K | 0.1% | -4.8% | 0.175% | |
| 7/10/2025 | Voisard Asset Management Group Inc. | 44,212 | $1.04M | 0.3% | +14.7% | 0.359% | |
| 7/10/2025 | Focus Financial Network Inc. | 39,126 | $922K | 0.0% | -50.3% | 0.318% | |
| 7/9/2025 | Central Valley Advisors LLC | 182,424 | $4.30M | 1.5% | -1.4% | 1.483% | |
| 7/8/2025 | Webster Bank N. A. | 11,772 | $277K | 0.0% | -12.7% | 0.096% | |
| 7/8/2025 | Legacy Private Trust Co. | 73,835 | $1.74M | 0.1% | +14.4% | 0.600% | |
| 7/1/2025 | Confluence Investment Management LLC | 110,838 | $2.61M | 0.0% | -3.1% | 0.964% | |
| 5/27/2025 | Jacobi Capital Management LLC | 9,776 | $231K | 0.0% | -12.0% | 0.085% | |
| 5/20/2025 | Focus Partners Wealth | 80,922 | $1.91M | 0.0% | +6.6% | 0.704% | |
| 5/20/2025 | Anchor Investment Management LLC | 3,000 | $71K | 0.0% | N/A | 0.026% | |
| 5/19/2025 | Jane Street Group LLC | 114,709 | $2.71M | 0.0% | +754.4% | 0.997% | |
| 5/16/2025 | Jones Financial Companies Lllp | 243,370 | $5.74M | 0.0% | +2,719.4% | 2.116% | |
| 5/16/2025 | NewEdge Advisors LLC | 151,395 | $3.57M | 0.0% | +23.9% | 1.316% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 112,481 | $2.66M | 0.0% | +24.2% | 0.978% | |
| 5/15/2025 | Royal Bank of Canada | 22,975 | $542K | 0.0% | -10.2% | 0.200% | |
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| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 39,006 | $921K | 0.7% | +61.7% | 0.339% | |
| 5/14/2025 | Comerica Bank | 3,072 | $73K | 0.0% | -21.2% | 0.027% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 83,584 | $1.97M | 0.0% | -9.7% | 0.727% | |
| 5/14/2025 | Venture Visionary Partners LLC | 11,363 | $268K | 0.0% | -57.7% | 0.099% | |
| 5/14/2025 | Voisard Asset Management Group Inc. | 38,562 | $910K | 0.3% | +103.2% | 0.335% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 56,272 | $1.33M | 0.0% | +2.1% | 0.489% | |
| 5/13/2025 | Raymond James Financial Inc. | 152,570 | $3.60M | 0.0% | -0.4% | 1.327% | |
| 5/13/2025 | HighTower Advisors LLC | 23,742 | $561K | 0.0% | +19.6% | 0.206% | |
| 5/12/2025 | Meridian Wealth Management LLC | 32,532 | $768K | 0.0% | -5.7% | 0.283% | |
| 5/12/2025 | Paulson Wealth Management Inc. | 44,521 | $1.05M | 0.3% | +4.0% | 0.387% | |
| 5/12/2025 | Invesco Ltd. | 283,951 | $6.70M | 0.0% | +15.2% | 2.469% | |
| 5/12/2025 | Benjamin Edwards Inc. | 18,616 | $440K | 0.0% | -14.5% | 0.162% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 10,798 | $255K | 0.0% | +6.0% | 0.094% | |
| 5/9/2025 | Kickstand Ventures LLC. | 16,195 | $382K | 0.1% | +53.8% | 0.141% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 55,370 | $1.31M | 0.0% | +3.6% | 0.481% | |
| 5/8/2025 | MONECO Advisors LLC | 89,550 | $2.11M | 0.2% | +44.2% | 0.779% | |
| 5/8/2025 | Harbour Investments Inc. | 17,233 | $407K | 0.0% | +695.2% | 0.150% | |
| 5/7/2025 | LPL Financial LLC | 423,036 | $9.99M | 0.0% | +17.6% | 3.679% | |
| 5/6/2025 | Cetera Investment Advisers | 13,940 | $329K | 0.0% | +39.1% | 0.121% | |
| 5/6/2025 | Carnegie Investment Counsel | 28,485 | $668K | 0.0% | -6.1% | 0.248% | |
| 5/5/2025 | Northeast Planning Associates INC. NH | 9,801 | $231K | 0.2% | N/A | 0.085% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 148,205 | $3.50M | 0.2% | +10.5% | 1.289% | |
| 5/5/2025 | OneAscent Financial Services LLC | 122,451 | $2.89M | 0.2% | -3.8% | 1.065% | |
| 5/5/2025 | Private Advisor Group LLC | 27,921 | $659K | 0.0% | +17.0% | 0.243% | |
| 5/2/2025 | Larson Financial Group LLC | 5,337 | $126K | 0.0% | N/A | 0.046% | |
| 5/2/2025 | PAX Financial Group LLC | 55,387 | $1.31M | 0.2% | +10.2% | 0.482% | |
| 5/2/2025 | First Command Advisory Services Inc. | 57,593 | $1.36M | 0.0% | +88.5% | 0.501% | |
| 5/2/2025 | Sigma Planning Corp | 11,157 | $263K | 0.0% | +9.3% | 0.097% | |
| 5/2/2025 | Signaturefd LLC | 41,651 | $983K | 0.0% | +359.4% | 0.362% | |
| 5/1/2025 | Key Financial Inc | 98,205 | $2.32M | 0.5% | +10.3% | 0.854% | |
| 5/1/2025 | Asset Dedication LLC | 114,873 | $2.71M | 0.2% | +4.6% | 0.999% | |
| 5/1/2025 | CWM LLC | 10,724 | $253K | 0.0% | -10.0% | 0.093% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 40,500 | $956K | 0.1% | -18.3% | 0.352% | |
| 4/29/2025 | YANKCOM Partnership | 15,013 | $354K | 0.2% | -7.4% | 0.131% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 211,450 | $4.99M | 0.0% | +6.0% | 1.839% | |
| 4/29/2025 | Bank of New York Mellon Corp | 207,984 | $4.91M | 0.0% | N/A | 1.809% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 67,506 | $1.59M | 0.1% | -5.9% | 0.587% | |
| 4/28/2025 | Private Trust Co. NA | 16,075 | $380K | 0.0% | -14.4% | 0.140% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 47,524 | $1.11M | 0.4% | +33.6% | 0.413% | |
| 4/25/2025 | Hills Bank & Trust Co | 75,628 | $1.79M | 0.1% | +165.6% | 0.658% | |
| 4/22/2025 | Tassel Capital Management Inc. | 15,436 | $364K | 0.3% | -21.9% | 0.134% | |
| 4/21/2025 | Avior Wealth Management LLC | 9,613 | $227K | 0.0% | -8.3% | 0.084% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 46,135 | $1.09M | 0.1% | +8.7% | 0.401% | |
| 4/17/2025 | AA Financial Advisors LLC | 22,638 | $534K | 0.1% | +2.2% | 0.197% | |
| 4/17/2025 | Precedent Wealth Partners LLC | 101,039 | $2.39M | 0.7% | +47.1% | 0.879% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 26,471 | $625K | 0.0% | +27.9% | 0.230% | |
| 4/16/2025 | Sterling Financial Group Inc. | 18,563 | $438K | 0.2% | +15.6% | 0.161% | |
| 4/15/2025 | Members Wealth LLC | 8,485 | $200K | 0.2% | N/A | 0.074% | |
| 4/15/2025 | Focus Financial Network Inc. | 78,739 | $1.86M | 0.1% | +510.1% | 0.685% | |
| 4/15/2025 | Oak Family Advisors LLC | 14,338 | $339K | 0.1% | +8.9% | 0.125% | |
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| 4/15/2025 | Collier Financial | 11,195 | $264K | 0.2% | -19.3% | 0.097% | |
| 4/15/2025 | Central Valley Advisors LLC | 185,095 | $4.37M | 1.7% | N/A | 1.610% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,600 | $38K | 0.0% | N/A | 0.014% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 38,746 | $915K | 0.2% | +4.1% | 0.337% | |
| 4/4/2025 | Legacy Private Trust Co. | 64,534 | $1.52M | 0.1% | +3.9% | 0.566% | |
| 4/1/2025 | Confluence Investment Management LLC | 114,340 | $2.70M | 0.0% | -47.0% | 1.089% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 20,701 | $488K | 0.0% | N/A | 0.197% | |
| 2/17/2025 | Waverly Advisors LLC | 14,762 | $348K | 0.0% | +35.4% | 0.141% | |
| 2/17/2025 | Focus Partners Wealth | 75,881 | $1.79M | 0.0% | +4.8% | 0.723% | |
| 2/17/2025 | Francis Financial Inc. | 8,635 | $204K | 0.0% | N/A | 0.082% | |
