| 7/25/2026 | Midland Wealth Advisors LLC | 16,954 | $3.39M | 0.2% | -1.9% | 0.000% | |
| 7/25/2026 | Platform Technology Partners | 132,818 | $26.58M | 4.3% | +1.7% | 0.001% | |
| 7/25/2026 | Financial Perspectives Inc | 44,608 | $8.93M | 2.2% | -1.0% | 0.000% | |
| 7/25/2026 | MBE Wealth Management LLC | 11,565 | $2.31M | 0.8% | -1.0% | 0.000% | |
| 7/25/2026 | Greatmark Investment Partners Inc. | 13,932 | $2.79M | 0.3% | -2.1% | 0.000% | |
| 7/25/2026 | SPWM Advisors LLC | 14,653 | $2.97M | 2.7% | +5.7% | 0.000% | |
| 7/25/2026 | Sunpointe LLC | 106,176 | $21.25M | 6.0% | -0.4% | 0.000% | |
| 7/25/2026 | Prism Advisors Inc. | 3,174 | $635K | 0.2% | -11.0% | 0.000% | |
| 7/25/2026 | SWP Financial LLC | 2,414 | $483K | 0.2% | +48.4% | 0.000% | |
| 7/25/2026 | Fortis Group Advisors LLC | 25,503 | $5.10M | 0.8% | -12.2% | 0.000% | |
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| 7/25/2026 | Clarus Group Inc. | 36,802 | $7.36M | 2.5% | -7.2% | 0.000% | |
| 7/25/2026 | Farmers & Merchants Trust Co of Chambersburg PA | 43,659 | $8.74M | 2.2% | +0.6% | 0.000% | |
| 7/25/2026 | Wealth Advisory Solutions LLC | 7,934 | $1.59M | 0.3% | +1.3% | 0.000% | |
| 7/25/2026 | DHJJ Financial Advisors Ltd. | 9,160 | $1.83M | 0.5% | +1.0% | 0.000% | |
| 7/25/2026 | Udine Wealth Management Inc. | 24,201 | $4.84M | 2.0% | -11.0% | 0.000% | |
| 7/25/2026 | BridgePort Financial Solutions LLC | 35,782 | $7.16M | 1.8% | +6.5% | 0.000% | |
| 7/25/2026 | Xcel Wealth Management LLC | 85,544 | $17.12M | 4.1% | -3.0% | 0.000% | |
| 7/25/2026 | WealthBridge Capital Management LLC | 56,812 | $11.37M | 2.3% | -1.1% | 0.000% | |
| 7/25/2026 | Quaker Wealth Management LLC | 3,016 | $603K | 0.2% | +2.8% | 0.000% | |
| 7/25/2026 | Petra Financial Advisors Inc. | 20,809 | $4.16M | 1.9% | +36.2% | 0.000% | |
| 7/25/2026 | Townsend Asset Management Corp NC ADV | 22,080 | $4.42M | 1.4% | +2.5% | 0.000% | |
| 7/25/2026 | Bogart Wealth LLC | 178,839 | $35.78M | 1.2% | +5.8% | 0.001% | |
| 7/25/2026 | Fiduciary Advisors Inc. | 933 | $187K | 0.1% | +8.9% | 0.000% | |
| 7/25/2026 | Stonebridge Financial Group LLC MO | 31,165 | $6.24M | 4.1% | -0.4% | 0.000% | |
| 7/25/2026 | a16z Perennial Management L.P. | 3,200 | $640K | 0.1% | -91.4% | 0.000% | |
| 7/25/2026 | Terril Brothers Inc. | 1,975 | $395K | 0.1% | +18.3% | 0.000% | |
| 7/25/2026 | Stronghold Wealth Management L.L.C. | 5,788 | $1.16M | 1.6% | +2.0% | 0.000% | |
| 7/25/2026 | Boston Trust Walden Corp | 1,262,697 | $252.65M | 1.9% | +14.5% | 0.005% | |
| 7/25/2026 | Bartlett & CO. Wealth Management LLC | 1,208,102 | $241.73M | 3.0% | +1.5% | 0.005% | |
| 7/25/2026 | TCV Trust & Wealth Management Inc. | 86,886 | $17.39M | 1.3% | +3.3% | 0.000% | |
| 7/25/2026 | CRA Financial Services LLC | 134,550 | $26.92M | 3.1% | +1.6% | 0.001% | |
| 7/25/2026 | Meredith Wealth Planning | 18,873 | $3.78M | 0.9% | +0.9% | 0.000% | |
| 7/25/2026 | Oak Ridge Investments LLC | 1,030,731 | $206.24M | 11.7% | -1.7% | 0.004% | |
| 7/25/2026 | MADDEN SECURITIES Corp | 82,989 | $16.61M | 4.6% | -0.6% | 0.000% | |
| 7/25/2026 | Brookmont Capital Management | 9,232 | $1.85M | 1.0% | +3.1% | 0.000% | |
| 7/25/2026 | Nelson Capital Management LLC | 1,606,013 | $321.35M | 35.3% | -1.5% | 0.007% | |
| 7/25/2026 | EdgeRock Capital LLC | 41,552 | $8.31M | 1.9% | +4.6% | 0.000% | |
| 7/25/2026 | Perryman Financial Advisory Inc. AD | 412,674 | $82.57M | 11.0% | 0.0% | 0.002% | |
| 7/25/2026 | Lansing Street Advisors | 12,203 | $2.44M | 0.5% | +20.3% | 0.000% | |
| 7/25/2026 | Silver Coast Investments LLC | 1,815 | $363K | 0.1% | -14.0% | 0.000% | |
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| 7/25/2026 | Blossom Wealth Management | 57,967 | $11.60M | 16.3% | -3.3% | 0.000% | |
| 7/25/2026 | James Investment Research Inc. | 183,657 | $36.75M | 3.7% | -1.5% | 0.001% | |
| 7/25/2026 | Legacy Advisors LLC | 74,563 | $14.92M | 1.4% | +30.6% | 0.000% | |
| 7/25/2026 | Investment Partners Asset Management Inc. | 24,211 | $4.84M | 2.7% | -0.7% | 0.000% | |
| 7/25/2026 | Donor Advised Charitable Giving Inc. | 22,164,784 | $4.43B | 98.7% | -0.1% | 0.092% | |
| 7/25/2026 | Greenwood Gearhart LLC | 300,798 | $60.19M | 2.8% | +6.7% | 0.001% | |
| 7/25/2026 | Flynn Zito Capital Management LLC | 48,805 | $9.77M | 2.7% | -12.6% | 0.000% | |
| 7/25/2026 | Tiller Private Wealth Inc. | 11,646 | $2.33M | 0.7% | +0.5% | 0.000% | |
| 7/25/2026 | Opus Financial Solutions LLC | 14,217 | $2.85M | 2.3% | +108.4% | 0.000% | |
| 7/25/2026 | MBM Wealth Consultants LLC | 16,242 | $3.25M | 0.6% | +5.2% | 0.000% | |
| 7/25/2026 | Seamount Financial Group Inc. | 19,176 | $3.84M | 1.5% | -3.8% | 0.000% | |
| 7/25/2026 | Freedom Day Solutions LLC | 30,902 | $6.18M | 1.4% | +1.4% | 0.000% | |
| 7/25/2026 | Optima Capital LLC | 4,791 | $959K | 0.4% | +3.1% | 0.000% | |
| 7/24/2026 | Fischer Investment Strategies LLC | 10,746 | $2.15M | 1.0% | +27.6% | 0.000% | |
| 7/24/2026 | Barrett & Company Inc. | 81,864 | $16.38M | 4.6% | +26.7% | 0.000% | |
| 7/24/2026 | Whelan Financial | 43,999 | $8.80M | 2.4% | +0.2% | 0.000% | |
| 7/24/2026 | Vawter Financial Ltd. | 3,589 | $718K | 0.3% | +2.0% | 0.000% | |
| 7/24/2026 | Trinity Legacy Partners LLC | 74,045 | $15.36M | 3.1% | -11.3% | 0.000% | |
| 7/24/2026 | Columbia Bank | 70,373 | $14.08M | 3.2% | +3.3% | 0.000% | |
| 7/24/2026 | Benjamin Edwards Inc. | 849,108 | $169.90M | 1.5% | +32.7% | 0.004% | |
| 7/24/2026 | Sidoxia Capital Management LLC | 20,992 | $4.20M | 3.1% | +2.2% | 0.000% | |
| 7/24/2026 | Ridgeline Wealth Planning LLC | 4,496 | $900K | 0.6% | -1.6% | 0.000% | |
| 7/24/2026 | XML Financial LLC | 74,279 | $14.86M | 1.1% | +10.8% | 0.000% | |
| 7/24/2026 | KPP Advisory Services LLC | 66,441 | $13.29M | 1.7% | -2.4% | 0.000% | |
| 7/24/2026 | Fell Capital Management ADV | 8,522 | $1.71M | 1.4% | -0.6% | 0.000% | |
| 7/24/2026 | Tenon Financial LLC | 7,180 | $1.44M | 0.5% | +19.4% | 0.000% | |
| 7/24/2026 | Penobscot Investment Management Company Inc. | 412,569 | $82.55M | 5.7% | -0.3% | 0.002% | |
| 7/24/2026 | L.K. Benson & Company P.C. | 1,080 | $216K | 0.1% | N/A | 0.000% | |
| 7/24/2026 | Vest Financial LLC | 709,640 | $141.99M | 1.5% | +0.8% | 0.003% | |
| 7/24/2026 | Beta Wealth Group Inc. | 8,657 | $1.73M | 0.6% | -7.5% | 0.000% | |
| 7/24/2026 | Tower View Wealth Management LLC | 51,919 | $10.39M | 4.6% | +0.9% | 0.000% | |
| 7/24/2026 | Catalyst Capital Advisors LLC | 7,505 | $1.50M | 0.0% | -7.8% | 0.000% | |
| 7/24/2026 | RiverPark Advisors LLC | 23,919 | $4.79M | 2.2% | -17.9% | 0.000% | |
| 7/24/2026 | Wagner Wealth Management LLC | 14,339 | $2.87M | 0.5% | +3.0% | 0.000% | |
| 7/24/2026 | Provenance Wealth Advisors LLC | 92,759 | $18.56M | 1.8% | +2.6% | 0.000% | |
| 7/24/2026 | Munich Reinsurance Co Stock Corp in Munich | 1,150,001 | $230.10M | 5.0% | -0.2% | 0.005% | |
| 7/24/2026 | Mizuho Markets Americas LLC | 244,555 | $48.93M | 0.8% | -13.9% | 0.001% | |
| 7/24/2026 | PICTET BANK & TRUST Ltd | 14,084 | $2.82M | 3.0% | +5.5% | 0.000% | |
| 7/24/2026 | Martin Capital Advisors LLP | 70,489 | $14.10M | 7.4% | +0.8% | 0.000% | |
| 7/24/2026 | Olympiad Research LP | 1,060 | $212K | 0.4% | N/A | 0.000% | |
| 7/24/2026 | EverSource Wealth Advisors LLC | 242,540 | $48.53M | 1.6% | -11.3% | 0.001% | |
| 7/24/2026 | Arlington Capital Management Inc. | 69,997 | $14.01M | 8.7% | -0.1% | 0.000% | |
| 7/24/2026 | Nicholas Wealth LLC. | 22,471 | $4.50M | 2.5% | +1.8% | 0.000% | |
| 7/24/2026 | Aventus Investment Advisors Inc. | 5,675 | $1.14M | 0.8% | +8.2% | 0.000% | |
| 7/24/2026 | Leisure Capital Management | 22,989 | $4.60M | 1.4% | +0.9% | 0.000% | |
| 7/24/2026 | CrossGen Wealth LLC | 3,019 | $604K | 0.5% | +31.5% | 0.000% | |
| 7/24/2026 | Walleye Partners LLC | 6,394 | $1.28M | 1.5% | +33.5% | 0.000% | |
| 7/24/2026 | Fairway Wealth LLC | 2,173 | $435K | 0.1% | +4.4% | 0.000% | |
| 7/24/2026 | Nilsine Partners LLC | 197,719 | $39.56M | 2.7% | +10.0% | 0.001% | |
| 7/24/2026 | Roof Eidam Maycock Peralta LLC | 18,827 | $3.77M | 0.7% | +0.3% | 0.000% | |
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| 7/24/2026 | RBA Wealth Management LLC | 29,234 | $5.85M | 2.1% | -3.9% | 0.000% | |
| 7/24/2026 | Naples Global Advisors LLC | 80,898 | $16.19M | 1.0% | +4.8% | 0.000% | |
| 7/24/2026 | Vanguard Capital Wealth Advisors | 52,163 | $10.44M | 7.1% | +5.6% | 0.000% | |
| 7/24/2026 | TI Trust Inc. | 4,900 | $980K | 0.5% | -1.0% | 0.000% | |
| 7/24/2026 | Total Clarity Wealth Management Inc. | 30,951 | $6.19M | 1.2% | -15.9% | 0.000% | |
| 7/24/2026 | Sivia Capital Partners LLC | 145,227 | $29.06M | 3.5% | +15.4% | 0.001% | |
| 7/24/2026 | Tradewinds Capital Management LLC | 11,734 | $2.35M | 0.4% | +6.8% | 0.000% | |
| 7/24/2026 | Pennsylvania Capital Management Inc. ADV | 79,243 | $15.86M | 4.0% | -0.9% | 0.000% | |
| 7/24/2026 | Hartford Financial Management Inc. | 72,901 | $14.59M | 3.3% | +1.5% | 0.000% | |
| 7/24/2026 | Lodestone Wealth Management LLC | 25,488 | $5.10M | 1.8% | +0.6% | 0.000% | |