| 5/16/2025 | NewEdge Advisors LLC | 54,093 | $3.78M | 0.0% | -33.4% | 0.009% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 229,451 | $16.02M | 0.2% | +17.3% | 0.040% | |
| 5/15/2025 | Baird Financial Group Inc. | 90,508 | $6.32M | 0.0% | +1.1% | 0.016% | |
| 5/15/2025 | OLD Mission Capital LLC | 262,917 | $18.35M | 0.2% | N/A | 0.046% | |
| 5/15/2025 | Oarsman Capital Inc. | 31,354 | $2.19M | 0.4% | +9.9% | 0.006% | |
| 5/14/2025 | SVB Wealth LLC | 1,116 | $78K | 0.0% | N/A | 0.000% | |
| 5/14/2025 | Broadview Financial Management LLC | 13,220 | $923K | 0.7% | -3.3% | 0.002% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,834,521 | $128.09M | 0.0% | -22.3% | 0.322% | |
| 5/14/2025 | Summit Financial LLC | 82,808 | $5.78M | 0.2% | +10.6% | 0.015% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 5,063,608 | $353.49M | 8.6% | +7.4% | 0.889% | |
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| 5/13/2025 | Knuff & Co LLC | 1,005 | $70K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Finley Financial LLC | 180,006 | $12.94M | 7.2% | +5.9% | 0.032% | |
| 5/13/2025 | Russell Investments Group Ltd. | 2,561 | $179K | 0.0% | +32.5% | 0.000% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 16,367 | $1.14M | 0.1% | +12.7% | 0.003% | |
| 5/12/2025 | JPMorgan Chase & Co. | 2,332,899 | $162.86M | 0.0% | +222.5% | 0.410% | |
| 5/12/2025 | ESL Trust Services LLC | 1,120 | $78K | 0.0% | -18.2% | 0.000% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 15,813 | $1.10M | 0.0% | +1.9% | 0.003% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 11,025 | $770K | 0.2% | -74.3% | 0.002% | |
| 5/9/2025 | Prairieview Wealth Partners LLC | 45,413 | $3.17M | 3.9% | -4.4% | 0.008% | |
| 5/8/2025 | TIAA Trust National Association | 3,180 | $222K | 0.0% | -5.4% | 0.001% | |
| 5/8/2025 | Roble Belko & Company Inc | 43,300 | $3.02M | 0.5% | -1.7% | 0.008% | |
| 5/8/2025 | Arkadios Wealth Advisors | 9,935 | $694K | 0.0% | +165.2% | 0.002% | |
| 5/8/2025 | Cozad Asset Management Inc. | 22,786 | $1.59M | 0.2% | +0.9% | 0.004% | |
| 5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 39,129 | $2.73M | 0.3% | +21.2% | 0.007% | |
| 5/7/2025 | NYL Investors LLC | 190,100 | $13.27M | 0.9% | -1.5% | 0.033% | |
| 5/7/2025 | Vantage Financial Partners LLC | 332,656 | $23.22M | 5.8% | -1.7% | 0.058% | |
| 5/7/2025 | Equitable Trust Co. | 416,585 | $29.08M | 1.6% | -0.5% | 0.073% | |
| 5/2/2025 | First Command Advisory Services Inc. | 93,380 | $6.52M | 0.1% | -27.5% | 0.016% | |
| 5/1/2025 | Sentinel Trust Co. LBA | 40,926 | $2.86M | 0.3% | +10.7% | 0.007% | |
| 5/1/2025 | Fifth Third Securities Inc. | 16,229 | $1.13M | 0.1% | +2.1% | 0.003% | |
| 4/30/2025 | MeadowBrook Investment Advisors LLC | 725 | $51K | 0.0% | -29.3% | 0.000% | |
| 4/29/2025 | Fund Evaluation Group LLC | 1,720,828 | $120.13M | 5.2% | +13.2% | 0.302% | |
| 4/29/2025 | Bank of New York Mellon Corp | 150,166 | $10.48M | 0.0% | +16.1% | 0.026% | |
| 4/29/2025 | Olde Wealth Management LLC | 42,900 | $2.99M | 1.1% | -0.6% | 0.008% | |
| 4/29/2025 | Columbia River Financial Group LLC | 12,615 | $880K | 0.6% | -2.1% | 0.002% | |
| 4/29/2025 | Strategic Blueprint LLC | 52,065 | $3.64M | 0.2% | +781.0% | 0.009% | |
| 4/29/2025 | Davidson Trust Co. | 36,193 | $2.53M | 1.2% | -5.1% | 0.006% | |
| 4/28/2025 | Private Trust Co. NA | 6,735 | $470K | 0.0% | +11.1% | 0.001% | |
| 4/28/2025 | Arlington Trust Co LLC | 21,201 | $1.48M | 0.3% | +1.0% | 0.004% | |
| 4/28/2025 | Rossby Financial LCC | 3,970 | $283K | 0.1% | -18.8% | 0.001% | |
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| 4/25/2025 | MorganRosel Wealth Management LLC | 11,845 | $827K | 0.3% | -4.6% | 0.002% | |
| 4/25/2025 | Dougherty Wealth Advisers LLC | 50,399 | $3.52M | 2.6% | +1.7% | 0.009% | |
| 4/25/2025 | Canandaigua National Bank & Trust Co. | 18,591 | $1.30M | 0.1% | -19.0% | 0.003% | |
| 4/25/2025 | Canandaigua National Trust Co of Florida | 9,921 | $693K | 0.6% | -70.6% | 0.002% | |
| 4/24/2025 | Golden State Wealth Management LLC | 618 | $43K | 0.0% | +132.3% | 0.000% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 5,802 | $407K | 0.0% | -7.3% | 0.001% | |
| 4/24/2025 | Sunbelt Securities Inc. | 2,024 | $141K | 0.0% | -85.7% | 0.000% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 56,285 | $3.93M | 0.4% | -1.8% | 0.010% | |
| 4/24/2025 | Madison Park Capital Advisors LLC | 7,354 | $513K | 0.5% | -4.4% | 0.001% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 45,106 | $3.15M | 0.2% | -47.6% | 0.008% | |
| 4/24/2025 | Aspect Partners LLC | 8,099 | $565K | 0.3% | -7.5% | 0.001% | |
| 4/23/2025 | Western Wealth Management LLC | 15,611 | $1.09M | 0.1% | -12.5% | 0.003% | |
| 4/23/2025 | SOL Capital Management CO | 7,538 | $526K | 0.1% | -21.0% | 0.001% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,236 | $86K | 0.0% | +364.7% | 0.000% | |
| 4/22/2025 | VERITY Wealth Advisors | 9,734 | $680K | 0.5% | -4.6% | 0.002% | |
| 4/22/2025 | Manning & Napier Advisors LLC | 51,286 | $3.58M | 0.0% | +3.1% | 0.009% | |
| 4/22/2025 | Crews Bank & Trust | 13,015 | $909K | 0.2% | -1.3% | 0.002% | |
| 4/22/2025 | RFP Financial Group LLC | 168,414 | $11.76M | 4.7% | +1.8% | 0.030% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 4,796 | $335K | 0.0% | -9.4% | 0.001% | |
| 4/17/2025 | NBT Bank N A NY | 81,187 | $5.67M | 0.4% | +3.7% | 0.014% | |
| 4/17/2025 | Vicus Capital | 23,549 | $1.64M | 0.2% | +9.9% | 0.004% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 1,550,771 | $108.26M | 0.3% | +7.5% | 0.272% | |
| 4/15/2025 | Zhang Financial LLC | 64,490 | $4.50M | 0.2% | +9.4% | 0.011% | |
| 4/15/2025 | CX Institutional | 928 | $65K | 0.0% | N/A | 0.000% | |
| 4/14/2025 | Farther Finance Advisors LLC | 17,751 | $1.24M | 0.0% | +1.3% | 0.003% | |
| 4/14/2025 | Centricity Wealth Management LLC | 6,907 | $482K | 0.4% | +20.7% | 0.001% | |
| 4/11/2025 | Gleason Group Inc. | 78,655 | $5.49M | 1.0% | -4.8% | 0.014% | |
| 4/11/2025 | Sara Bay Financial | 7,686 | $540K | 0.2% | +6.5% | 0.001% | |
| 4/9/2025 | ETF Portfolio Partners Inc. | 17,636 | $1.23M | 0.4% | -31.0% | 0.003% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 5,400 | $377K | 0.0% | +4.6% | 0.001% | |
| 4/8/2025 | LVM Capital Management Ltd. MI | 59,511 | $4.15M | 0.5% | -7.4% | 0.010% | |
| 4/8/2025 | Rothschild Investment LLC | 795 | $55K | 0.0% | +4,868.8% | 0.000% | |
| 4/8/2025 | Parallel Advisors LLC | 5,617 | $392K | 0.0% | -30.2% | 0.001% | |
| 4/7/2025 | AdvisorNet Financial Inc | 91,025 | $6.35M | 0.5% | +0.7% | 0.016% | |
| 2/28/2025 | Park Square Financial Group LLC | 1,934 | $128K | 0.1% | N/A | 0.000% | |
| 2/24/2025 | Ameriflex Group Inc. | 8,210 | $562K | 0.3% | N/A | 0.001% | |
| 2/19/2025 | Columbia River Financial Group LLC | 12,883 | $852K | 0.6% | N/A | 0.002% | |
| 2/18/2025 | Sunbelt Securities Inc. | 14,158 | $936K | 0.1% | +1.7% | 0.003% | |
| 2/18/2025 | Patrick Mauro Investment Advisor INC. | 152,204 | $10.07M | 5.8% | +0.4% | 0.027% | |
| 2/18/2025 | Continuum Advisory LLC | 36,515 | $2.42M | 0.3% | -5.6% | 0.006% | |
| 2/17/2025 | Private Capital Management LLC | 3,571 | $236K | 0.0% | +9.7% | 0.001% | |
| 2/17/2025 | Colonial Trust Co SC | 1,321 | $91K | 0.0% | -25.7% | 0.000% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 6,151 | $407K | 0.1% | -26.6% | 0.001% | |
| 2/17/2025 | Captrust Financial Advisors | 635,640 | $42.04M | 0.1% | -0.7% | 0.112% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 15,523 | $1.03M | 0.0% | N/A | 0.003% | |
| 2/17/2025 | Baird Financial Group Inc. | 89,481 | $5.92M | 0.0% | -4.9% | 0.016% | |
| 2/17/2025 | BIP Wealth LLC | 4,502 | $298K | 0.0% | +8.2% | 0.001% | |
| 2/17/2025 | Ameriprise Financial Inc. | 2,360,242 | $156.05M | 0.0% | +15.8% | 0.417% | |
| 2/17/2025 | Ancora Advisors LLC | 91,704 | $6.07M | 0.1% | +111.5% | 0.016% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 45,922 | $3.04M | 0.0% | -78.6% | 0.008% | |
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| 2/14/2025 | Integrated Wealth Concepts LLC | 195,577 | $12.94M | 0.2% | +17.8% | 0.035% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 14,520 | $960K | 0.1% | +45.4% | 0.003% | |
| 2/13/2025 | Strategic Investment Solutions Inc. IL | 42,936 | $2.84M | 0.9% | +157.9% | 0.008% | |
| 2/13/2025 | Greenwood Gearhart Inc. | 25,944 | $1.72M | 0.1% | N/A | 0.005% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 136,091 | $9.00M | 0.1% | +0.1% | 0.024% | |
| 2/13/2025 | Rossby Financial LCC | 4,892 | $324K | 0.2% | N/A | 0.001% | |
| 2/13/2025 | Keystone Financial Group | 3,626 | $240K | 0.0% | N/A | 0.001% | |
| 2/13/2025 | Jaffetilchin Investment Partners LLC | 86,011 | $5.69M | 0.4% | +7.1% | 0.015% | |
| 2/13/2025 | Oarsman Capital Inc. | 28,517 | $1.89M | 0.3% | +0.9% | 0.005% | |
| 2/12/2025 | Nemes Rush Group LLC | 775 | $51K | 0.0% | +2,572.4% | 0.000% | |
