| 8/15/2025 | MML Investors Services LLC | 73,984 | $1.74M | 0.0% | +22.4% | 0.655% | |
| 8/15/2025 | EP Wealth Advisors LLC | 4,691 | $110K | 0.0% | -28.5% | 0.042% | |
| 8/15/2025 | Benjamin Edwards Inc. | 11,791 | $277K | 0.0% | -8.7% | 0.104% | |
| 8/15/2025 | Bank of America Corp DE | 257,482 | $6.04M | 0.0% | +11.5% | 2.279% | |
| 8/15/2025 | Ameriprise Financial Inc. | 11,221 | $263K | 0.0% | N/A | 0.099% | |
| 8/14/2025 | Raymond James Financial Inc. | 169,885 | $3.99M | 0.0% | +7.5% | 1.503% | |
| 8/14/2025 | NewEdge Advisors LLC | 165,074 | $3.87M | 0.0% | +6.3% | 1.461% | |
| 8/13/2025 | StoneX Group Inc. | 22,099 | $519K | 0.0% | -21.8% | 0.196% | |
| 8/13/2025 | Flow Traders U.S. LLC | 9,823 | $231K | 0.0% | N/A | 0.087% | |
| 8/13/2025 | Invesco Ltd. | 293,809 | $6.90M | 0.0% | +7.3% | 2.600% | |
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| 8/13/2025 | VestGen Advisors LLC | 201,020 | $4.74M | 0.2% | +2.4% | 1.779% | |
| 8/13/2025 | Lido Advisors LLC | 24,312 | $571K | 0.0% | +18.0% | 0.215% | |
| 8/13/2025 | Denver Wealth Management Inc. | 10,465 | $246K | 0.1% | -5.9% | 0.093% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 27,033 | $634K | 0.0% | -9.1% | 0.239% | |
| 8/13/2025 | Vermillion & White Wealth Management Group LLC | 33,956 | $797K | 0.5% | -27.1% | 0.300% | |
| 8/12/2025 | Farmers National Bank | 48,346 | $1.14M | 0.3% | +3.3% | 0.428% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 8,949 | $210K | 0.0% | +586.8% | 0.079% | |
| 8/12/2025 | YANKCOM Partnership | 23,226 | $545K | 0.3% | +38.2% | 0.206% | |
| 8/11/2025 | Landaas & Co. WI ADV | 12,061 | $283K | 0.1% | N/A | 0.107% | |
| 8/11/2025 | PAX Financial Group LLC | 48,378 | $1.14M | 0.2% | -11.1% | 0.428% | |
| 8/11/2025 | Western Wealth Management LLC | 9,100 | $214K | 0.0% | N/A | 0.081% | |
| 8/8/2025 | Cetera Investment Advisers | 15,762 | $370K | 0.0% | +19.2% | 0.139% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 11,055 | $259K | 0.0% | -4.8% | 0.098% | |
| 8/7/2025 | Addison Advisors LLC | 20,049 | $471K | 0.1% | -6.2% | 0.177% | |
| 8/6/2025 | Paulson Wealth Management Inc. | 41,456 | $973K | 0.3% | -6.9% | 0.367% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 315,561 | $7.41M | 0.2% | +13.1% | 2.793% | |
| 8/6/2025 | SNS Financial Group LLC | 10,665 | $250K | 0.0% | N/A | 0.094% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 46,275 | $1.09M | 0.1% | +14.5% | 0.410% | |
| 8/4/2025 | Atria Investments Inc | 43,872 | $1.03M | 0.0% | -69.9% | 0.388% | |
| 8/1/2025 | Clark Asset Management LLC | 29,061 | $682K | 0.1% | +28.7% | 0.257% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 27,514 | $646K | 0.1% | N/A | 0.243% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 130,764 | $3.07M | 0.0% | -9.1% | 1.157% | |
| 7/30/2025 | Freedom Investment Management Inc. | 11,898 | $279K | 0.0% | -4.5% | 0.105% | |
| 7/30/2025 | Brookstone Capital Management | 9,484 | $223K | 0.0% | -14.3% | 0.084% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 44,030 | $1.03M | 0.3% | -22.7% | 0.390% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 22,595 | $530K | 0.2% | -41.4% | 0.204% | |
| 7/23/2025 | WESPAC Advisors LLC | 25,872 | $607K | 0.4% | +49.4% | 0.233% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 16,977 | $398K | 0.1% | N/A | 0.153% | |
| 7/22/2025 | Marietta Wealth Management LLC | 21,380 | $502K | 0.1% | N/A | 0.194% | |
| 7/22/2025 | Kickstand Ventures LLC. | 16,977 | $398K | 0.1% | +11.9% | 0.154% | |
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| 7/22/2025 | Wealthcare Advisory Partners LLC | 33,220 | $780K | 0.0% | +7.7% | 0.302% | |
| 7/21/2025 | Precedent Wealth Partners LLC | 128,734 | $3.02M | 0.7% | +11.8% | 1.170% | |
| 7/21/2025 | River Street Advisors LLC | 11,040 | $259K | 0.1% | N/A | 0.100% | |
| 7/17/2025 | Avior Wealth Management LLC | 147,798 | $3.47M | 0.1% | -6.2% | 1.344% | |
| 7/16/2025 | Kathmere Capital Management LLC | 140,666 | $3.30M | 0.3% | N/A | 1.279% | |
| 7/15/2025 | Accurate Wealth Management LLC | 22,857 | $539K | 0.1% | N/A | 0.208% | |
| 7/15/2025 | CGN Advisors LLC | 33,876 | $795K | 0.1% | -41.5% | 0.308% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 28,134 | $660K | 0.1% | -2.9% | 0.256% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,435 | $34K | 0.0% | N/A | 0.013% | |
| 7/11/2025 | AA Financial Advisors LLC | 22,808 | $535K | 0.1% | +10.7% | 0.207% | |
| 7/10/2025 | Voisard Asset Management Group Inc. | 16,980 | $399K | 0.1% | +29.3% | 0.154% | |
| 7/10/2025 | Focus Financial Network Inc. | 28,157 | $661K | 0.0% | -44.6% | 0.256% | |
| 7/9/2025 | Central Valley Advisors LLC | 182,851 | $4.29M | 1.5% | -1.4% | 1.678% | |
| 7/8/2025 | Webster Bank N. A. | 4,875 | $114K | 0.0% | -11.7% | 0.045% | |
| 7/8/2025 | Legacy Private Trust Co. | 11,175 | $262K | 0.0% | N/A | 0.103% | |
| 7/1/2025 | Confluence Investment Management LLC | 265,158 | $6.22M | 0.1% | -3.2% | 2.625% | |
| 5/27/2025 | Jacobi Capital Management LLC | 9,758 | $230K | 0.0% | -12.0% | 0.097% | |
| 5/20/2025 | Focus Partners Wealth | 81,380 | $1.92M | 0.0% | +6.6% | 0.806% | |
| 5/19/2025 | Jane Street Group LLC | 82,625 | $1.95M | 0.0% | N/A | 0.818% | |
| 5/16/2025 | Jones Financial Companies Lllp | 135,724 | $3.15M | 0.0% | +1,169.4% | 1.344% | |
| 5/16/2025 | NewEdge Advisors LLC | 155,275 | $3.66M | 0.0% | +14.9% | 1.537% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 92,162 | $2.17M | 0.0% | +36.9% | 0.912% | |
| 5/15/2025 | Royal Bank of Canada | 49,722 | $1.17M | 0.0% | +6.8% | 0.492% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 46,598 | $1.10M | 0.8% | +19.5% | 0.461% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 29,737 | $700K | 0.0% | +32.8% | 0.294% | |
| 5/14/2025 | Kestra Advisory Services LLC | 42,043 | $990K | 0.0% | +5.2% | 0.416% | |
| 5/14/2025 | Capital Analysts LLC | 7,368 | $174K | 0.0% | N/A | 0.073% | |
| 5/14/2025 | Voisard Asset Management Group Inc. | 13,130 | $309K | 0.1% | +47.5% | 0.130% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 42,479 | $1M | 0.0% | +2.6% | 0.421% | |
| 5/13/2025 | Raymond James Financial Inc. | 158,101 | $3.72M | 0.0% | +0.6% | 1.565% | |
| 5/13/2025 | HighTower Advisors LLC | 64,229 | $1.51M | 0.0% | +6.4% | 0.636% | |
| 5/12/2025 | Meridian Wealth Management LLC | 33,632 | $792K | 0.0% | -5.5% | 0.333% | |
| 5/12/2025 | Paulson Wealth Management Inc. | 44,514 | $1.05M | 0.3% | +2.0% | 0.441% | |
| 5/12/2025 | Invesco Ltd. | 273,727 | $6.45M | 0.0% | +14.0% | 2.710% | |
| 5/12/2025 | Benjamin Edwards Inc. | 12,910 | $304K | 0.0% | -18.3% | 0.128% | |
| 5/9/2025 | Kickstand Ventures LLC. | 15,178 | $357K | 0.1% | +60.4% | 0.150% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 11,609 | $273K | 0.0% | +51.6% | 0.115% | |
| 5/8/2025 | MONECO Advisors LLC | 78,862 | $1.86M | 0.2% | +40.0% | 0.781% | |
| 5/8/2025 | Harbour Investments Inc. | 17,818 | $420K | 0.0% | +4,092.5% | 0.176% | |
| 5/7/2025 | LPL Financial LLC | 338,907 | $7.98M | 0.0% | +13.6% | 3.356% | |
| 5/6/2025 | Cetera Investment Advisers | 13,220 | $311K | 0.0% | +42.1% | 0.131% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 279,069 | $6.57M | 0.4% | +11.4% | 2.763% | |
| 5/5/2025 | IFP Advisors Inc | 1,581 | $37K | 0.0% | -28.4% | 0.016% | |
| 5/5/2025 | Private Advisor Group LLC | 12,152 | $286K | 0.0% | +29.3% | 0.120% | |
| 5/2/2025 | Opulen Financial Group LLC | 8,512 | $200K | 0.2% | N/A | 0.084% | |
| 5/2/2025 | Larson Financial Group LLC | 5,349 | $126K | 0.0% | N/A | 0.053% | |
| 5/2/2025 | PAX Financial Group LLC | 54,406 | $1.28M | 0.2% | +13.0% | 0.539% | |
| 5/2/2025 | First Command Advisory Services Inc. | 34,009 | $801K | 0.0% | +5.2% | 0.337% | |
| 5/2/2025 | Signaturefd LLC | 42,664 | $1.01M | 0.0% | +535.4% | 0.422% | |
| 5/1/2025 | Key Financial Inc | 283,788 | $6.68M | 1.5% | +3.7% | 2.810% | |
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| 5/1/2025 | Asset Dedication LLC | 105,006 | $2.47M | 0.2% | +22.0% | 1.040% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 40,400 | $951K | 0.1% | -18.2% | 0.400% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 143,860 | $3.39M | 0.0% | +20.4% | 1.424% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 23,206 | $547K | 0.0% | +22.3% | 0.230% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 56,993 | $1.32M | 0.4% | +15.9% | 0.564% | |
| 4/25/2025 | Hills Bank & Trust Co | 78,361 | $1.85M | 0.1% | +160.2% | 0.776% | |
| 4/21/2025 | Avior Wealth Management LLC | 157,492 | $3.71M | 0.1% | +22.8% | 1.559% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 54,798 | $1.29M | 0.1% | +9.0% | 0.543% | |
| 4/17/2025 | AA Financial Advisors LLC | 20,612 | $485K | 0.1% | +2.6% | 0.206% | |
| 4/17/2025 | Precedent Wealth Partners LLC | 115,196 | $2.71M | 0.8% | +58.9% | 1.152% | |
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