| 5/21/2025 | Geneos Wealth Management Inc. | 21,012 | $240K | 0.0% | -4.8% | 0.019% | |
| 5/20/2025 | Focus Partners Wealth | 75,516 | $862K | 0.0% | +51.7% | 0.068% | |
| 5/20/2025 | Anchor Investment Management LLC | 3,000 | $34K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 433,873 | $4.96M | 0.0% | -41.3% | 0.389% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 16,131 | $184K | 0.0% | -33.9% | 0.014% | |
| 5/16/2025 | 5th Street Advisors LLC | 10,106 | $115K | 0.1% | -37.5% | 0.009% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 152,688 | $1.74M | 0.0% | +30.3% | 0.137% | |
| 5/15/2025 | Perbak Capital Partners LLP | 357,142 | $4.08M | 3.0% | -67.6% | 0.320% | |
| 5/15/2025 | Royal Bank of Canada | 603,048 | $6.89M | 0.0% | -4.0% | 0.541% | |
| 5/15/2025 | Retirement Planning Co of New England Inc. | 13,134 | $150K | 0.1% | -7.3% | 0.012% | |
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| 5/15/2025 | MAI Capital Management | 17,206 | $196K | 0.0% | -11.7% | 0.015% | |
| 5/15/2025 | Caption Management LLC | 556,000 | $6.35M | 0.1% | N/A | 0.499% | |
| 5/15/2025 | Cura Wealth Advisors LLC | 20,292 | $232K | 0.1% | -6.2% | 0.018% | |
| 5/15/2025 | Baird Financial Group Inc. | 11,507 | $131K | 0.0% | +14.4% | 0.010% | |
| 5/15/2025 | OLD Mission Capital LLC | 181,219 | $2.07M | 0.0% | +41.4% | 0.163% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 10,927 | $125K | 0.0% | N/A | 0.010% | |
| 5/14/2025 | 1832 Asset Management L.P. | 907,240 | $10.36M | 0.0% | -28.6% | 0.814% | |
| 5/14/2025 | Gould Capital LLC | 8,080 | $92K | 0.1% | +26.7% | 0.007% | |
| 5/14/2025 | CW Advisors LLC | 18,528 | $212K | 0.0% | +35.8% | 0.017% | |
| 5/14/2025 | Wormser Freres Gestion | 7,000 | $81K | 0.0% | +100.0% | 0.006% | |
| 5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 13,695 | $156K | 0.0% | N/A | 0.012% | |
| 5/14/2025 | Hsbc Holdings PLC | 214,680 | $2.44M | 0.0% | -6.7% | 0.193% | |
| 5/13/2025 | Keystone Global Partners LLC | 3,424 | $39K | 0.0% | N/A | 0.003% | |
| 5/13/2025 | Raymond James Financial Inc. | 879,710 | $10.05M | 0.0% | -33.0% | 0.789% | |
| 5/13/2025 | Eaton Financial Holdings Company LLC | 10,219 | $117K | 0.0% | N/A | 0.009% | |
| 5/13/2025 | Cresset Asset Management LLC | 57,429 | $656K | 0.0% | -4.3% | 0.052% | |
| 5/13/2025 | Tocqueville Asset Management L.P. | 137,657 | $1.57M | 0.0% | -2.2% | 0.123% | |
| 5/13/2025 | Rathbones Group PLC | 57,687 | $659K | 0.0% | +142.3% | 0.052% | |
| 5/13/2025 | HighTower Advisors LLC | 88,418 | $1.01M | 0.0% | -2.9% | 0.079% | |
| 5/12/2025 | Biltmore Family Office LLC | 22,287 | $255K | 0.0% | -43.5% | 0.020% | |
| 5/12/2025 | White Lighthouse Investment Management Inc. | 15,177 | $173K | 0.0% | -25.3% | 0.014% | |
| 5/12/2025 | Simplex Trading LLC | 16,117 | $184K | 0.0% | -28.2% | 0.014% | |
| 5/12/2025 | Benjamin Edwards Inc. | 17,278 | $197K | 0.0% | N/A | 0.015% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 43,644 | $498K | 0.4% | +4.7% | 0.039% | |
| 5/12/2025 | National Bank of Canada FI | 46,787 | $533K | 0.0% | -21.0% | 0.042% | |
| 5/12/2025 | Citigroup Inc. | 721,803 | $8.24M | 0.0% | -2.2% | 0.647% | |
| 5/12/2025 | AlphaCore Capital LLC | 33,588 | $384K | 0.0% | N/A | 0.030% | |
| 5/12/2025 | WBH Advisory Inc. | 21,406 | $244K | 0.0% | +14.4% | 0.019% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 2,633 | $30K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | Natural Investments LLC | 39,002 | $445K | 0.1% | +8.1% | 0.035% | |
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| 5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 6,277 | $72K | 0.0% | N/A | 0.006% | |
| 5/9/2025 | Annis Gardner Whiting Capital Advisors LLC | 60,704 | $693K | 0.3% | +16.1% | 0.054% | |
| 5/9/2025 | Associated Banc Corp | 34,458 | $394K | 0.0% | -4.4% | 0.031% | |
| 5/9/2025 | Allianz SE | 725,805 | $8.29M | 0.2% | +9.5% | 0.651% | |
| 5/9/2025 | Smithfield Trust Co | 40,396 | $461K | 0.0% | +18.3% | 0.036% | |
| 5/9/2025 | Blair William & Co. IL | 19,414 | $222K | 0.0% | -4.7% | 0.017% | |
| 5/9/2025 | Cheviot Value Management LLC | 6,947 | $82K | 0.0% | N/A | 0.006% | |
| 5/9/2025 | Palisades Hudson Asset Management L.P. | 75,612 | $863K | 0.4% | +2.3% | 0.068% | |
| 5/9/2025 | Liberty Wealth Management LLC | 26,171 | $299K | 0.0% | +7.2% | 0.023% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 76,128 | $869K | 0.0% | -8.2% | 0.068% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 31,635 | $361K | 0.0% | -3.4% | 0.028% | |
| 5/8/2025 | Commerce Bank | 10,536 | $120K | 0.0% | -42.0% | 0.009% | |
| 5/8/2025 | US Bancorp DE | 12,503 | $143K | 0.0% | -36.3% | 0.011% | |
| 5/8/2025 | Shufro Rose & Co. LLC | 32,508 | $371K | 0.0% | -7.6% | 0.029% | |
| 5/8/2025 | Coastal Bridge Advisors LLC | 36,214 | $414K | 0.1% | -55.2% | 0.032% | |
| 5/8/2025 | US Financial Advisors LLC | 32,255 | $368K | 0.1% | +18.5% | 0.029% | |
| 5/8/2025 | Harbour Investments Inc. | 51,229 | $585K | 0.0% | +22.4% | 0.046% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 2,367 | $27K | 0.0% | N/A | 0.002% | |
| 5/7/2025 | LPL Financial LLC | 696,062 | $7.95M | 0.0% | -8.0% | 0.624% | |
| 5/6/2025 | Assetmark Inc. | 3,843 | $44K | 0.0% | -28.3% | 0.003% | |
| 5/6/2025 | Cetera Investment Advisers | 262,311 | $3.00M | 0.0% | -10.6% | 0.235% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 35,914 | $410K | 0.0% | -7.8% | 0.032% | |
| 5/6/2025 | Opes Wealth Management LLC | 26,592 | $304K | 0.1% | +49.5% | 0.024% | |
| 5/6/2025 | PFG Advisors | 10,149 | $116K | 0.0% | N/A | 0.009% | |
| 5/6/2025 | Obermeyer Wealth Partners | 20,420 | $233K | 0.0% | +4.8% | 0.018% | |
| 5/5/2025 | Meridian Wealth Advisors LLC | 17,907 | $204K | 0.0% | -10.8% | 0.016% | |
| 5/5/2025 | IFP Advisors Inc | 225,672 | $2.58M | 0.1% | +31.1% | 0.202% | |
| 5/5/2025 | Private Advisor Group LLC | 26,935 | $308K | 0.0% | -30.4% | 0.024% | |
| 5/5/2025 | Mandatum Life Insurance Co Ltd | 35,514 | $406K | 0.1% | +9.7% | 0.032% | |
| 5/2/2025 | Bailard Inc. | 11,099 | $127K | 0.0% | N/A | 0.010% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 3,414 | $39K | 0.0% | +61.9% | 0.003% | |
| 5/2/2025 | Wealthfront Advisers LLC | 394,880 | $4.51M | 0.0% | +48.2% | 0.354% | |
| 5/2/2025 | First Business Financial Services Inc. | 11,960 | $137K | 0.0% | +17.5% | 0.011% | |
| 5/1/2025 | CWM LLC | 9,589 | $110K | 0.0% | -11.0% | 0.009% | |
| 4/30/2025 | Cerity Partners LLC | 26,450 | $302K | 0.0% | +154.0% | 0.024% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 347,384 | $3.97M | 0.0% | -3.5% | 0.312% | |
| 4/29/2025 | Proffitt & Goodson Inc. | 3,501 | $40K | 0.0% | +141.9% | 0.003% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 18,519 | $211K | 0.0% | -40.1% | 0.017% | |
| 4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 67,592 | $772K | 0.0% | +9,235.9% | 0.061% | |
| 4/28/2025 | Mutual Advisors LLC | 10,670 | $126K | 0.0% | -32.5% | 0.010% | |
| 4/28/2025 | Clune & Associates LTD. | 54,042 | $617K | 0.2% | -11.1% | 0.048% | |
| 4/28/2025 | First Horizon Advisors Inc. | 50,810 | $580K | 0.0% | +7.0% | 0.046% | |
| 4/28/2025 | Instrumental Wealth LLC | 35,764 | $424K | 0.4% | +15.9% | 0.032% | |
| 4/28/2025 | Penobscot Wealth Management | 112,813 | $1.29M | 0.5% | -16.3% | 0.101% | |
| 4/28/2025 | Keybank National Association OH | 121,666 | $1.39M | 0.0% | -15.9% | 0.109% | |
| 4/28/2025 | Rossby Financial LCC | 3,252 | $39K | 0.0% | N/A | 0.003% | |
| 4/28/2025 | Money Design Co. Ltd. | 977,784 | $11.17M | 0.6% | +5.1% | 0.877% | |
| 4/25/2025 | Spinnaker Trust | 100,098 | $1.14M | 0.1% | -16.7% | 0.090% | |
| 4/24/2025 | Trust Co. of Vermont | 45,652 | $521K | 0.0% | -8.1% | 0.041% | |
| 4/23/2025 | Beech Hill Advisors Inc. | 39,257 | $448K | 0.2% | +6.5% | 0.035% | |
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| 4/23/2025 | Pure Financial Advisors LLC | 235,437 | $2.69M | 0.1% | +8.6% | 0.211% | |
| 4/23/2025 | Moran Wealth Management LLC | 16,998 | $194K | 0.0% | N/A | 0.015% | |
| 4/23/2025 | International Assets Investment Management LLC | 32,616 | $372K | 0.0% | +99.4% | 0.029% | |
| 4/23/2025 | Johnson Bixby & Associates LLC | 11,528 | $132K | 0.0% | -12.3% | 0.010% | |
| 4/23/2025 | Elwood & Goetz Wealth Advisory Group LLC | 10,116 | $116K | 0.0% | N/A | 0.009% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 45,487 | $519K | 0.1% | -8.3% | 0.041% | |
| 4/22/2025 | Sage Financial Group Inc. | 13,517 | $154K | 0.0% | N/A | 0.012% | |
| 4/22/2025 | Bright Futures Wealth Management LLC. | 22,364 | $257K | 0.3% | -12.9% | 0.020% | |
| 4/22/2025 | PFG Investments LLC | 112,647 | $1.29M | 0.1% | +99.5% | 0.101% | |
| 4/18/2025 | Shepherd Financial Partners LLC | 13,805 | $158K | 0.0% | +19.5% | 0.012% | |
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