| 8/18/2025 | Hollencrest Capital Management | 55,959 | $2.95M | 0.1% | -0.8% | 0.014% | |
| 8/15/2025 | Stonebridge Capital Advisors LLC | 6,070 | $320K | 0.0% | -6.6% | 0.001% | |
| 8/15/2025 | Captrust Financial Advisors | 4,205,973 | $221.91M | 0.5% | +5.8% | 1.020% | |
| 8/15/2025 | Cooksen Wealth LLC | 31,512 | $1.66M | 1.3% | -4.0% | 0.008% | |
| 8/15/2025 | Monograph Wealth Advisors LLC | 515,522 | $27.20M | 3.4% | +11.8% | 0.125% | |
| 8/15/2025 | Lazard Asset Management LLC | 468,286 | $24.71M | 0.0% | -3.5% | 0.114% | |
| 8/15/2025 | IHT Wealth Management LLC | 9,076 | $479K | 0.0% | -63.8% | 0.002% | |
| 8/15/2025 | BNP Paribas Financial Markets | 216,529 | $11.42M | 0.0% | +37.9% | 0.053% | |
| 8/15/2025 | Ameriprise Financial Inc. | 12,898,005 | $680.52M | 0.2% | -6.4% | 3.128% | |
| 8/14/2025 | Integrated Investment Consultants LLC | 5,554 | $293K | 0.1% | -3.4% | 0.001% | |
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| 8/14/2025 | SVB Wealth LLC | 6,410 | $338K | 0.0% | N/A | 0.002% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 168,639 | $8.90M | 0.2% | +218.5% | 0.041% | |
| 8/13/2025 | Gamco Investors INC. ET AL | 7,450 | $393K | 0.0% | N/A | 0.002% | |
| 8/13/2025 | Cheviot Value Management LLC | 3,653 | $192K | 0.0% | +121,666.7% | 0.001% | |
| 8/13/2025 | Marshall Wace LLP | 118,592 | $6.26M | 0.0% | N/A | 0.029% | |
| 8/13/2025 | Baird Financial Group Inc. | 335,650 | $17.71M | 0.0% | +3.9% | 0.081% | |
| 8/13/2025 | Crescent Grove Advisors LLC | 92,222 | $4.87M | 0.5% | +4.3% | 0.022% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 6,933 | $366K | 0.0% | -18.1% | 0.002% | |
| 8/13/2025 | NYL Investors LLC | 50,301 | $2.65M | 0.7% | -99.0% | 0.012% | |
| 8/13/2025 | Peloton Wealth Strategists | 11,368 | $600K | 0.2% | -4.1% | 0.003% | |
| 8/13/2025 | ARK & TLK Investments LLC | 12,905 | $681K | 0.2% | -5.3% | 0.003% | |
| 8/13/2025 | Fisher Asset Management LLC | 6,710 | $354K | 0.0% | -67.9% | 0.002% | |
| 8/12/2025 | SlateStone Wealth LLC | 19,895 | $1.05M | 0.1% | +4.7% | 0.005% | |
| 8/12/2025 | RiverFront Investment Group LLC | 402,818 | $21.25M | 0.4% | +2.9% | 0.098% | |
| 8/12/2025 | Jaffetilchin Investment Partners LLC | 18,255 | $963K | 0.1% | +115.1% | 0.004% | |
| 8/12/2025 | Rock Creek Group LP | 11,347 | $599K | 0.1% | N/A | 0.003% | |
| 8/12/2025 | White Pine Capital LLC | 22,254 | $1.17M | 0.4% | +7.2% | 0.005% | |
| 8/12/2025 | JPMorgan Chase & Co. | 2,879,750 | $151.94M | 0.0% | +2.4% | 0.698% | |
| 8/12/2025 | Main Management LLC | 151,505 | $7.99M | 0.6% | +0.2% | 0.037% | |
| 8/11/2025 | Diversified Portfolios Inc. | 102,680 | $5.42M | 0.5% | -1.8% | 0.025% | |
| 8/11/2025 | Pinnacle Wealth Planning Services Inc. | 11,075 | $584K | 0.1% | +94.3% | 0.003% | |
| 8/11/2025 | Mount Lucas Management LP | 14,291 | $754K | 0.3% | -1.6% | 0.003% | |
| 8/11/2025 | Rothschild Investment LLC | 178,824 | $9.44M | 0.6% | +438.8% | 0.043% | |
| 8/8/2025 | City of London Investment Management Co. Ltd. | 13,577 | $716K | 0.1% | -18.1% | 0.003% | |
| 8/8/2025 | Union Savings Bank | 16,032 | $844K | 0.4% | -4.5% | 0.004% | |
| 8/8/2025 | Mittelman Wealth Management | 74,500 | $3.93M | 3.3% | +73.9% | 0.018% | |
| 8/8/2025 | eCIO Inc. | 4,404 | $232K | 0.1% | -8.4% | 0.001% | |
| 8/7/2025 | Davis R M Inc. | 130,940 | $6.91M | 0.1% | -5.8% | 0.032% | |
| 8/7/2025 | FDx Advisors Inc. | 19,081 | $1.01M | 0.3% | -45.3% | 0.005% | |
| 8/6/2025 | Grey Fox Wealth Advisors LLC | 13,924 | $735K | 0.2% | -7.8% | 0.003% | |
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| 8/6/2025 | Nvwm LLC | 47,714 | $2.52M | 0.6% | +31.4% | 0.012% | |
| 8/6/2025 | Horan Securities Inc. | 3,954 | $209K | 0.1% | -22.2% | 0.001% | |
| 8/5/2025 | NewSquare Capital LLC | 648,331 | $34.21M | 2.5% | +1.0% | 0.157% | |
| 8/5/2025 | Bank of New York Mellon Corp | 340,237 | $17.95M | 0.0% | -27.6% | 0.083% | |
| 8/5/2025 | Hunter Associates Investment Management LLC | 40,674 | $2.15M | 0.3% | -12.4% | 0.010% | |
| 8/4/2025 | Arkadios Wealth Advisors | 36,564 | $1.93M | 0.1% | +2.8% | 0.009% | |
| 8/1/2025 | Boyd Watterson Asset Management LLC OH | 8,874 | $468K | 0.1% | -95.7% | 0.002% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 10,566 | $557K | 0.0% | -7.8% | 0.003% | |
| 7/31/2025 | Graybill Wealth Management LTD. | 86,270 | $4.55M | 1.5% | +1.1% | 0.021% | |
| 7/31/2025 | Leavell Investment Management Inc. | 499,781 | $26.37M | 1.2% | +8.7% | 0.121% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 817,000 | $43.11M | 0.0% | -10.8% | 0.198% | |
| 7/31/2025 | West Michigan Advisors LLC | 6,025 | $318K | 0.1% | -3.3% | 0.001% | |
| 7/31/2025 | Money Design Co. Ltd. | 1,266,732 | $66.83M | 3.1% | +89.3% | 0.307% | |
| 7/30/2025 | Capital Investment Services of America Inc. | 126,240 | $6.66M | 0.6% | -2.2% | 0.031% | |
| 7/30/2025 | Whittier Trust Co. | 58,628 | $3.09M | 0.0% | -1.0% | 0.014% | |
| 7/30/2025 | Alexis Investment Partners LLC | 17,350 | $915K | 0.4% | -2.8% | 0.004% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 50,805 | $2.68M | 0.5% | +0.6% | 0.012% | |
| 7/29/2025 | Curbstone Financial Management Corp | 63,890 | $3.37M | 0.7% | -0.9% | 0.015% | |
| 7/29/2025 | Foster & Motley Inc. | 4,032 | $213K | 0.0% | N/A | 0.001% | |
| 7/29/2025 | Private Trust Co. NA | 1,402 | $74K | 0.0% | -72.2% | 0.000% | |
| 7/28/2025 | Copia Wealth Management | 743 | $39K | 0.0% | -23.5% | 0.000% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 557 | $29K | 0.0% | N/A | 0.000% | |
| 7/28/2025 | Equitable Trust Co. | 149,997 | $7.91M | 0.4% | +12.7% | 0.036% | |
| 7/25/2025 | Meritage Portfolio Management | 177,325 | $9.36M | 0.6% | -2.0% | 0.043% | |
| 7/23/2025 | NBT Bank N A NY | 248,321 | $13.10M | 0.9% | -2.1% | 0.060% | |
| 7/23/2025 | DMC Group LLC | 72,261 | $3.81M | 3.0% | +27.2% | 0.018% | |
| 7/23/2025 | BankPlus Trust Department | 13,914 | $734K | 0.2% | -1.9% | 0.003% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 21,785 | $1.15M | 0.1% | -36.8% | 0.005% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 544,773 | $28.74M | 0.4% | -34.3% | 0.133% | |
| 7/22/2025 | Mascoma Wealth Management LLC | 2,688 | $142K | 0.0% | -33.7% | 0.001% | |
| 7/21/2025 | Tilia Fiduciary Partners Inc. | 42,752 | $2.26M | 1.4% | +5.3% | 0.010% | |
| 7/21/2025 | Ameriflex Group Inc. | 1,764 | $93K | 0.0% | -58.9% | 0.000% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 693,523 | $36.59M | 0.5% | +6.6% | 0.170% | |
| 7/18/2025 | Parkside Investments LLC | 1,320,082 | $69.65M | 9.5% | +26.4% | 0.323% | |
| 7/17/2025 | Janney Capital Management LLC | 7,636 | $403K | 0.0% | -3.1% | 0.002% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 680,493 | $35.90M | 0.1% | +0.7% | 0.167% | |
| 7/17/2025 | Fort Washington Investment Advisors Inc. OH | 13,564 | $716K | 0.0% | -4.1% | 0.003% | |
| 7/17/2025 | Keystone Global Partners LLC | 520,705 | $27K | 0.0% | +108.8% | 0.127% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 72,664 | $3.83M | 1.1% | -10.9% | 0.018% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 6,536 | $345K | 0.0% | +20.6% | 0.002% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 14,596 | $770K | 0.1% | -3.3% | 0.004% | |
| 7/16/2025 | A. D. Beadell Investment Counsel Inc. | 30,150 | $1.59M | 1.2% | +7.7% | 0.007% | |
| 7/15/2025 | TD Private Client Wealth LLC | 604,521 | $31.90M | 0.8% | +10.6% | 0.148% | |
| 7/15/2025 | Graypoint LLC | 487,738 | $25.73M | 1.4% | +11.2% | 0.119% | |
| 7/15/2025 | GSB Wealth Management LLC | 84,207 | $4.44M | 1.1% | +3.2% | 0.021% | |
| 7/14/2025 | AdvisorNet Financial Inc | 17,028 | $898K | 0.1% | +9.4% | 0.004% | |
| 7/11/2025 | Farther Finance Advisors LLC | 10,503 | $554K | 0.0% | +9.8% | 0.003% | |
| 7/10/2025 | Burns J W & Co. Inc. NY | 89,156 | $4.70M | 0.6% | +7.4% | 0.022% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 962,538 | $50.78M | 8.0% | +1.3% | 0.234% | |
| 7/9/2025 | Fiduciary Alliance LLC | 12,547 | $662K | 0.0% | -77.0% | 0.003% | |
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| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 23,531 | $1.24M | 0.0% | +52.6% | 0.006% | |
| 7/8/2025 | Strategic Advocates LLC | 315,403 | $16.64M | 4.9% | +3.3% | 0.077% | |
| 7/8/2025 | Parallel Advisors LLC | 335,115 | $17.68M | 0.4% | +11.3% | 0.081% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 868 | $46K | 0.0% | N/A | 0.000% | |
| 6/6/2025 | eCIO Inc. | 4,810 | $252K | 0.1% | N/A | 0.001% | |
| 5/20/2025 | Strive Asset Management LLC | 7,870 | $412K | 0.3% | +30.0% | 0.002% | |
| 5/16/2025 | Peloton Wealth Strategists | 11,860 | $621K | 0.3% | -2.5% | 0.003% | |
| 5/16/2025 | Alexis Investment Partners LLC | 17,850 | $935K | 0.4% | +93.0% | 0.004% | |
| 5/16/2025 | American Family Investments Inc. | 185,000 | $9.69M | 0.7% | -72.4% | 0.046% | |
| 5/15/2025 | Baird Financial Group Inc. | 323,130 | $16.92M | 0.0% | +2.2% | 0.080% | |
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