| 4/30/2025 | DMC Group LLC | 63,620 | $3.34M | 2.7% | +1.2% | 0.023% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 4,766 | $250K | 0.0% | -9.3% | 0.002% | |
| 4/29/2025 | Centennial Bank AR | 4,113 | $216K | 0.1% | +12.1% | 0.001% | |
| 4/29/2025 | TD Private Client Wealth LLC | 1,290,398 | $67.77M | 1.9% | +15.4% | 0.462% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 22,384 | $1.18M | 0.2% | +4.0% | 0.008% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,069,851 | $56.19M | 0.0% | -40.6% | 0.383% | |
| 4/28/2025 | Meritage Portfolio Management | 70,159 | $3.69M | 0.2% | -7.3% | 0.025% | |
| 4/28/2025 | First Horizon Advisors Inc. | 11,615 | $610K | 0.0% | +2.3% | 0.004% | |
| 4/28/2025 | Private Trust Co. NA | 9,464 | $497K | 0.1% | +7.5% | 0.003% | |
| 4/24/2025 | Sunbelt Securities Inc. | 11,534 | $606K | 0.1% | +207.6% | 0.004% | |
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| 4/24/2025 | Klaas Financial Asset Advisors LLC | 1,534,496 | $80.59M | 13.9% | +1.4% | 0.552% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 119,557 | $6.28M | 0.1% | -3.3% | 0.043% | |
| 4/24/2025 | Park Place Capital Corp | 31,777 | $1.67M | 0.5% | -14.8% | 0.011% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 543 | $29K | 0.0% | +1,162.8% | 0.000% | |
| 4/23/2025 | Ledyard National Bank | 4,259 | $224K | 0.0% | -12.8% | 0.002% | |
| 4/22/2025 | Diversified Portfolios Inc. | 25,651 | $1.35M | 0.1% | -11.2% | 0.009% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 99,673 | $5.24M | 0.0% | +59.9% | 0.036% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 6,172 | $324K | 0.0% | N/A | 0.002% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 39,204 | $2.06M | 0.1% | +31.2% | 0.014% | |
| 4/18/2025 | GSB Wealth Management LLC | 31,764 | $1.67M | 0.4% | -7.0% | 0.011% | |
| 4/17/2025 | NBT Bank N A NY | 6,382 | $335K | 0.0% | -6.2% | 0.002% | |
| 4/17/2025 | Vicus Capital | 14,105 | $741K | 0.1% | +5.4% | 0.005% | |
| 4/17/2025 | Highline Wealth Partners LLC | 137,223 | $7.21M | 2.4% | -10.3% | 0.049% | |
| 4/17/2025 | Montecito Bank & Trust | 38,343 | $2.01M | 0.4% | +4.0% | 0.014% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 693,730 | $36.44M | 0.1% | +5.0% | 0.245% | |
| 4/17/2025 | Rebalance LLC | 156,615 | $8.23M | 0.6% | -11.2% | 0.055% | |
| 4/17/2025 | Asio Capital LLC | 114,900 | $6.04M | 1.2% | -0.7% | 0.041% | |
| 4/15/2025 | Exchange Bank | 7,672 | $403K | 0.3% | N/A | 0.003% | |
| 4/14/2025 | Farther Finance Advisors LLC | 90,080 | $4.72M | 0.1% | +421.4% | 0.032% | |
| 4/14/2025 | NewSquare Capital LLC | 5,318 | $279K | 0.0% | -98.3% | 0.002% | |
| 4/14/2025 | Tilia Fiduciary Partners Inc. | 17,102 | $898K | 0.6% | +2.5% | 0.006% | |
| 4/11/2025 | City State Bank | 84,765 | $4.45M | 1.5% | +3.4% | 0.030% | |
| 4/9/2025 | ETF Portfolio Partners Inc. | 27,011 | $1.42M | 0.4% | -1.6% | 0.009% | |
| 4/9/2025 | NBC Securities Inc. | 2,324 | $122K | 0.0% | +116,100.0% | 0.001% | |
| 4/8/2025 | Parallel Advisors LLC | 3,035 | $159K | 0.0% | +11.0% | 0.001% | |
| 4/7/2025 | AdvisorNet Financial Inc | 9,850 | $517K | 0.0% | -17.5% | 0.003% | |
| 2/18/2025 | Mittelman Wealth Management | 132,345 | $6.82M | 6.3% | -32.5% | 0.046% | |
| 2/18/2025 | Sunbelt Securities Inc. | 3,750 | $194K | 0.0% | +25.0% | 0.001% | |
| 2/18/2025 | City National Bank of Florida MSD | 4,679 | $241K | 0.2% | N/A | 0.002% | |
| 2/17/2025 | Strive Asset Management LLC | 49,220 | $2.54M | 1.9% | N/A | 0.017% | |
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| 2/17/2025 | JARISLOWSKY FRASER Ltd | 42,579 | $2.19M | 0.0% | N/A | 0.015% | |
| 2/17/2025 | Captrust Financial Advisors | 115,175 | $5.93M | 0.0% | +18.2% | 0.040% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 31,572 | $1.63M | 0.1% | N/A | 0.011% | |
| 2/17/2025 | Baird Financial Group Inc. | 500,398 | $25.78M | 0.0% | +14.2% | 0.175% | |
| 2/17/2025 | BNP Paribas Financial Markets | 175,275 | $9.03M | 0.0% | -47.2% | 0.061% | |
| 2/17/2025 | Ameriprise Financial Inc. | 4,283,422 | $220.61M | 0.1% | +3.3% | 1.496% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 12,660 | $652K | 0.0% | +33.8% | 0.004% | |
| 2/14/2025 | Syon Capital LLC | 261,368 | $13.46M | 1.2% | N/A | 0.091% | |
| 2/14/2025 | IHT Wealth Management LLC | 37,026 | $1.91M | 0.1% | -5.2% | 0.013% | |
| 2/13/2025 | Greenwood Gearhart Inc. | 1,329,506 | $68.48M | 4.7% | +20.8% | 0.464% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 2,042,649 | $105.22M | 0.9% | -0.7% | 0.713% | |
| 2/13/2025 | Rossby Financial LCC | 5,324 | $274K | 0.2% | N/A | 0.002% | |
| 2/12/2025 | OLD Mission Capital LLC | 10,164 | $524K | 0.0% | N/A | 0.004% | |
| 2/12/2025 | Mechanics Financial Corp | 764 | $39K | 0.0% | -42.3% | 0.000% | |
| 2/12/2025 | Allstate Corp | 2,736,175 | $140.94M | 4.2% | -23.4% | 0.955% | |
| 2/12/2025 | JPMorgan Chase & Co. | 913,308 | $47.05M | 0.0% | -62.7% | 0.319% | |
| 2/11/2025 | TIAA Trust National Association | 6,611 | $341K | 0.0% | -3.7% | 0.002% | |
| 2/11/2025 | TD Private Client Wealth LLC | 1,117,851 | $57.58M | 1.6% | +38.3% | 0.390% | |
| 2/10/2025 | SouthState Corp | 1,220 | $63K | 0.0% | N/A | 0.000% | |
| 2/10/2025 | Renasant Bank | 33,625 | $1.73M | 1.1% | -26.2% | 0.012% | |
| 2/10/2025 | Farther Finance Advisors LLC | 17,275 | $890K | 0.0% | -12.3% | 0.006% | |
| 2/7/2025 | Davis R M Inc. | 56,453 | $2.91M | 0.1% | -7.9% | 0.020% | |
| 2/7/2025 | Rebalance LLC | 176,278 | $9.08M | 0.7% | +3.6% | 0.062% | |
| 2/6/2025 | One Capital Management LLC | 4,548,612 | $234.30M | 7.8% | +1.3% | 1.588% | |
| 2/6/2025 | Vantage Financial Partners LLC | 12,098 | $623K | 0.2% | -10.8% | 0.004% | |
| 2/6/2025 | NewSquare Capital LLC | 309,285 | $15.93M | 1.3% | -1.4% | 0.108% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 547 | $28K | 0.0% | N/A | 0.000% | |
| 2/6/2025 | Jones Financial Companies Lllp | 437,199 | $22.52M | 0.0% | +35.6% | 0.153% | |
| 2/5/2025 | Providence First Trust Co | 2,009 | $103K | 0.0% | N/A | 0.001% | |
| 2/5/2025 | Fisher Asset Management LLC | 104,657 | $5.39M | 0.0% | +10.6% | 0.037% | |
| 2/5/2025 | Private Trust Co. NA | 8,807 | $454K | 0.0% | +20.3% | 0.003% | |
| 2/5/2025 | Magnolia Private Wealth LLC | 6,128 | $316K | 0.2% | N/A | 0.002% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,799,643 | $92.70M | 0.0% | +13.9% | 0.628% | |
| 2/4/2025 | Crestwood Advisors Group LLC | 4,910 | $253K | 0.0% | -15.7% | 0.002% | |
| 2/3/2025 | First Horizon Advisors Inc. | 11,353 | $585K | 0.0% | -8.4% | 0.004% | |
| 2/3/2025 | Boyd Watterson Asset Management LLC OH | 414,062 | $21.33M | 5.9% | -16.0% | 0.145% | |
| 2/3/2025 | Leuthold Group LLC | 320,709 | $16.52M | 2.0% | -18.8% | 0.112% | |
| 2/3/2025 | FDx Advisors Inc. | 103,029 | $5.31M | 1.6% | +37.6% | 0.036% | |
| 1/30/2025 | Vicus Capital | 13,388 | $690K | 0.1% | +5.4% | 0.005% | |
| 1/29/2025 | Diversified Portfolios Inc. | 28,895 | $1.49M | 0.2% | +24.6% | 0.010% | |
| 1/29/2025 | Burns Matteson Capital Management LLC | 31,845 | $1.64M | 0.8% | +107.5% | 0.011% | |
| 1/29/2025 | MFA Wealth Advisors LLC | 289,612 | $14.92M | 3.8% | N/A | 0.101% | |
| 1/28/2025 | Moloney Securities Asset Management LLC | 5,254 | $271K | 0.0% | N/A | 0.002% | |
| 1/28/2025 | Sumitomo Mitsui Trust Group Inc. | 435,600 | $22.44M | 0.0% | +30.2% | 0.153% | |
| 1/27/2025 | Meritage Portfolio Management | 75,696 | $3.90M | 0.2% | +7.4% | 0.027% | |
| 1/23/2025 | Fifth Third Securities Inc. | 8,953 | $461K | 0.0% | N/A | 0.003% | |
| 1/23/2025 | DMC Group LLC | 62,891 | $3.24M | 2.6% | +5.3% | 0.022% | |
| 1/22/2025 | Klaas Financial Asset Advisors LLC | 1,513,256 | $77.95M | 13.7% | +0.6% | 0.529% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 29,889 | $1.54M | 0.1% | +235.7% | 0.010% | |
| 1/21/2025 | ETF Portfolio Partners Inc. | 27,458 | $1.41M | 0.4% | -61.9% | 0.010% | |
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| 1/21/2025 | Asio Capital LLC | 115,702 | $5.96M | 1.1% | -47.4% | 0.040% | |
| 1/21/2025 | Montecito Bank & Trust | 36,877 | $1.90M | 0.3% | -0.8% | 0.013% | |
| 1/17/2025 | Arkansas Financial Group Inc. | 373,813 | $19.26M | 3.1% | -6.5% | 0.130% | |
| 1/17/2025 | Avior Wealth Management LLC | 8,320 | $429K | 0.0% | -57.0% | 0.003% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 660,447 | $34.02M | 0.1% | +12.6% | 0.231% | |
| 1/17/2025 | Bartlett & CO. Wealth Management LLC | 123,688 | $6.37M | 0.1% | +1.8% | 0.043% | |
| 1/17/2025 | Park Place Capital Corp | 37,298 | $1.92M | 0.5% | -26.6% | 0.013% | |
| 1/16/2025 | MassMutual Private Wealth & Trust FSB | 1,160 | $60K | 0.0% | +205.3% | 0.000% | |
| 1/15/2025 | Sanibel Captiva Trust Company Inc. | 6,200 | $319K | 0.0% | N/A | 0.002% | |
| 1/15/2025 | Arkadios Wealth Advisors | 8,545 | $440K | 0.0% | -10.2% | 0.003% | |
