| 5/20/2025 | Anchor Investment Management LLC | 21,525 | $1.19M | 0.1% | -13.3% | 0.008% | |
| 5/16/2025 | United Services Automobile Association | 5,316,622 | $293.37M | 9.0% | N/A | 2.056% | |
| 5/16/2025 | CKW Financial Group | 450,089 | $24.93M | 3.1% | +5.3% | 0.174% | |
| 5/16/2025 | NewEdge Advisors LLC | 763,340 | $42.05M | 0.2% | -17.9% | 0.295% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 645,313 | $35.55M | 0.4% | +40.5% | 0.250% | |
| 5/16/2025 | Ancora Advisors LLC | 172,070 | $9.48M | 0.2% | -5.0% | 0.067% | |
| 5/15/2025 | Weitzel Financial Services Inc. | 50,557 | $2.74M | 1.3% | +2.2% | 0.020% | |
| 5/15/2025 | Baird Financial Group Inc. | 537,984 | $29.64M | 0.1% | +2.1% | 0.208% | |
| 5/15/2025 | OLD Mission Capital LLC | 800,394 | $44.09M | 0.6% | -53.7% | 0.310% | |
| 5/15/2025 | Oarsman Capital Inc. | 183,334 | $10.10M | 1.8% | +8.6% | 0.071% | |
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| 5/14/2025 | Redwood Investment Management LLC | 25,323 | $1.40M | 0.2% | +5.4% | 0.010% | |
| 5/14/2025 | SVB Wealth LLC | 5,205 | $287K | 0.0% | -29.9% | 0.002% | |
| 5/14/2025 | Ameriprise Financial Inc. | 6,693,275 | $368.75M | 0.1% | -7.8% | 2.588% | |
| 5/14/2025 | Flow Traders U.S. LLC | 471,214 | $25.96M | 1.1% | N/A | 0.182% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 4,000,438 | $220.38M | 3.7% | +12.2% | 1.547% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 13,278 | $731K | 0.0% | -4.0% | 0.005% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 58,997 | $3.25M | 0.5% | -1.7% | 0.023% | |
| 5/14/2025 | Colonial Trust Advisors | 76,510 | $4.22M | 0.4% | +13.9% | 0.030% | |
| 5/13/2025 | Ethos Financial Group LLC | 123,161 | $6.79M | 0.7% | +9.2% | 0.048% | |
| 5/13/2025 | Gen Wealth Partners Inc | 45,854 | $2.53M | 1.1% | -23.4% | 0.018% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 9,475 | $522K | 0.0% | -3.0% | 0.004% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 34,783 | $1.92M | 0.1% | +18.0% | 0.013% | |
| 5/13/2025 | Russell Investments Group Ltd. | 1,424,609 | $78.48M | 0.1% | +6.3% | 0.551% | |
| 5/12/2025 | AGF Management Ltd. | 306,507 | $16.89M | 0.1% | -2.4% | 0.119% | |
| 5/12/2025 | SouthState Corp | 627 | $35K | 0.0% | N/A | 0.000% | |
| 5/12/2025 | Scissortail Wealth Management LLC | 31,774 | $1.75M | 0.4% | -29.7% | 0.012% | |
| 5/12/2025 | Harvest Investment Advisors LLC | 56,169 | $3.09M | 2.2% | +6.5% | 0.022% | |
| 5/12/2025 | Bare Financial Services Inc | 133,256 | $7.34M | 2.8% | +5.8% | 0.052% | |
| 5/12/2025 | Basso Capital Management L.P. | 5,150 | $284K | 0.2% | -62.9% | 0.002% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 63,439 | $3.50M | 0.4% | +68.0% | 0.025% | |
| 5/12/2025 | JPMorgan Chase & Co. | 6,797,205 | $374.46M | 0.0% | -53.2% | 2.628% | |
| 5/12/2025 | Zions Bancorporation National Association UT | 1,105 | $61K | 0.0% | N/A | 0.000% | |
| 5/12/2025 | Hirtle Callaghan & Co LLC | 47,397 | $2.61M | 0.1% | +14.6% | 0.018% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 59,661 | $3.29M | 1.8% | +0.8% | 0.023% | |
| 5/9/2025 | Tidemark LLC | 1,148 | $63K | 0.0% | +96.2% | 0.000% | |
| 5/9/2025 | Wallington Asset Management LLC | 227,795 | $12.55M | 1.8% | +0.7% | 0.088% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 3,266 | $180K | 0.1% | -16.9% | 0.001% | |
| 5/9/2025 | Commonwealth Retirement Investments LLC | 16,873 | $930K | 0.4% | -12.8% | 0.007% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 15,468 | $852K | 0.0% | -24.2% | 0.006% | |
| 5/9/2025 | Kickstand Ventures LLC. | 29,158 | $1.61M | 0.4% | -16.5% | 0.011% | |
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| 5/8/2025 | TIAA Trust National Association | 965,182 | $53.17M | 0.2% | -35.7% | 0.373% | |
| 5/8/2025 | SlateStone Wealth LLC | 119,994 | $6.61M | 0.7% | +15.0% | 0.046% | |
| 5/8/2025 | Arkadios Wealth Advisors | 16,235 | $894K | 0.0% | +37.7% | 0.006% | |
| 5/7/2025 | Ramirez Asset Management Inc. | 3,913 | $216K | 0.0% | +12.2% | 0.002% | |
| 5/7/2025 | Portland Global Advisors LLC | 6,025 | $332K | 0.0% | -31.1% | 0.002% | |
| 5/7/2025 | Keyvantage Wealth LLC | 15,975 | $880K | 0.4% | -52.6% | 0.006% | |
| 5/7/2025 | Nvwm LLC | 21,529 | $1.19M | 0.3% | +11.2% | 0.008% | |
| 5/6/2025 | Vestor Capital LLC | 210,819 | $11.61M | 1.0% | +85.5% | 0.082% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 440,314 | $24.26M | 0.5% | -18.2% | 0.170% | |
| 5/2/2025 | Graypoint LLC | 122,458 | $6.75M | 0.4% | +6.3% | 0.047% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 2,457,140 | $135.36M | 1.9% | +8.3% | 0.950% | |
| 5/1/2025 | Cutter & CO Brokerage Inc. | 14,487 | $798K | 0.2% | +4.9% | 0.006% | |
| 5/1/2025 | Hughes Financial Services LLC | 676,018 | $37.45M | 7.3% | +3.2% | 0.261% | |
| 5/1/2025 | High Note Wealth LLC | 64,952 | $3.58M | 0.9% | +23.7% | 0.025% | |
| 5/1/2025 | Sentinel Trust Co. LBA | 456,200 | $25.13M | 3.0% | -1.2% | 0.176% | |
| 5/1/2025 | Fifth Third Securities Inc. | 5,809 | $320K | 0.0% | +25.5% | 0.002% | |
| 4/30/2025 | Strategic Investment Management LLC | 309,190 | $17.03M | 6.8% | -5.1% | 0.120% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 861 | $48K | 0.0% | +26.2% | 0.000% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 101,668 | $5.60M | 0.1% | -7.2% | 0.039% | |
| 4/30/2025 | Sierra Capital LLC | 80,197 | $4.42M | 0.5% | +8.1% | 0.031% | |
| 4/30/2025 | Synergy Investment Management LLC | 56,974 | $3.14M | 1.3% | +7.1% | 0.022% | |
| 4/29/2025 | Burke & Herbert Bank & Trust Co. | 37,430 | $2.06M | 0.5% | -1.6% | 0.014% | |
| 4/29/2025 | Bank of New York Mellon Corp | 10,566,782 | $582.12M | 0.1% | +1.6% | 4.086% | |
| 4/29/2025 | Strategic Blueprint LLC | 259,196 | $14.28M | 0.8% | -12.4% | 0.100% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 1,655 | $91K | 0.0% | -33.6% | 0.001% | |
| 4/28/2025 | First Horizon Advisors Inc. | 63,824 | $3.52M | 0.1% | -21.0% | 0.025% | |
| 4/28/2025 | Fedenia Advisers LLC | 9,432 | $520K | 0.3% | -2.0% | 0.004% | |
| 4/28/2025 | Rossby Financial LCC | 1,392 | $78K | 0.0% | N/A | 0.001% | |
| 4/25/2025 | Arbor Investment Advisors LLC | 6,946 | $383K | 0.1% | N/A | 0.003% | |
| 4/24/2025 | Golden State Wealth Management LLC | 4,154 | $229K | 0.0% | +29.6% | 0.002% | |
| 4/24/2025 | Patron Partners LLC | 14,608 | $805K | 0.4% | -28.0% | 0.006% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 63,588 | $3.50M | 0.4% | +2.5% | 0.025% | |
| 4/24/2025 | Tsfg LLC | 44,688 | $2.46M | 0.5% | -12.5% | 0.017% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 69,856 | $3.85M | 0.3% | -29.2% | 0.027% | |
| 4/23/2025 | Western Wealth Management LLC | 10,380 | $572K | 0.0% | +14.0% | 0.004% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 13,991 | $771K | 0.1% | -6.6% | 0.005% | |
| 4/23/2025 | SOL Capital Management CO | 60,558 | $3.34M | 0.4% | -30.4% | 0.023% | |
| 4/23/2025 | Golden State Wealth Management LLC | 9,053 | $499K | 0.0% | +182.4% | 0.004% | |
| 4/23/2025 | Bessemer Group Inc. | 15,254 | $841K | 0.0% | +20.7% | 0.006% | |
| 4/23/2025 | Steph & Co. | 1,732 | $95K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Mascagni Wealth Management Inc. | 6,824 | $378K | 0.4% | +23.0% | 0.003% | |
| 4/22/2025 | Inlight Wealth Management LLC | 8,565 | $472K | 0.1% | N/A | 0.003% | |
| 4/22/2025 | First PREMIER Bank | 2,238 | $123K | 0.0% | +58.7% | 0.001% | |
| 4/22/2025 | Norway Savings Bank | 77,249 | $4.26M | 2.4% | +9.3% | 0.030% | |
| 4/21/2025 | ORG Partners LLC | 2,020 | $112K | 0.0% | -57.4% | 0.001% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 6,747 | $372K | 0.0% | +5.5% | 0.003% | |
| 4/21/2025 | Community Bank N.A. | 41,651 | $2.30M | 0.3% | -8.8% | 0.016% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 5,866 | $323K | 0.0% | +13.3% | 0.002% | |
| 4/21/2025 | Ayalon Insurance Comp Ltd. | 164,759 | $9.08M | 2.9% | +0.9% | 0.064% | |
| 4/18/2025 | GSB Wealth Management LLC | 100,674 | $5.55M | 1.5% | -3.6% | 0.039% | |
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| 4/17/2025 | NBT Bank N A NY | 11,134 | $613K | 0.0% | -36.2% | 0.004% | |
| 4/17/2025 | Copia Wealth Management | 51,583 | $2.84M | 2.6% | -0.6% | 0.020% | |
| 4/17/2025 | Montecito Bank & Trust | 67,882 | $3.74M | 0.7% | -7.9% | 0.026% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 1,580,241 | $87.06M | 0.2% | -10.9% | 0.605% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 33,911 | $1.84M | 0.8% | -6.3% | 0.013% | |
| 4/16/2025 | Fortitude Family Office LLC | 85,529 | $4.71M | 1.7% | +26.6% | 0.033% | |
| 4/15/2025 | Zhang Financial LLC | 84,642 | $4.66M | 0.2% | +0.4% | 0.032% | |
| 4/14/2025 | Farther Finance Advisors LLC | 250,691 | $13.89M | 0.4% | +27.2% | 0.096% | |
| 4/14/2025 | Central Bank & Trust Co. | 208,214 | $11.47M | 1.9% | -36.9% | 0.080% | |
| 4/14/2025 | Professional Advisory Services Inc. | 360,549 | $19.86M | 2.8% | -0.6% | 0.137% | |
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