| 8/27/2025 | Orion Porfolio Solutions LLC | 1,695 | $209K | 0.0% | N/A | 0.015% | |
| 8/15/2025 | Corient Private Wealth LLC | 1,897 | $235K | 0.0% | N/A | 0.017% | |
| 8/15/2025 | Equitable Holdings Inc. | 52,875 | $6.54M | 0.1% | +14.3% | 0.482% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 1,695 | $209K | 0.0% | N/A | 0.015% | |
| 8/15/2025 | MML Investors Services LLC | 9,853 | $1.22M | 0.0% | +2.8% | 0.090% | |
| 8/15/2025 | Modern Wealth Management LLC | 3,487 | $431K | 0.0% | -7.5% | 0.032% | |
| 8/15/2025 | BNP Paribas Financial Markets | 30,103 | $3.72M | 0.0% | N/A | 0.275% | |
| 8/15/2025 | Bank of America Corp DE | 780,882 | $96.52M | 0.0% | +2.1% | 7.125% | |
| 8/15/2025 | Ameriprise Financial Inc. | 40,798 | $5.04M | 0.0% | -21.8% | 0.372% | |
| 8/14/2025 | Jane Street Group LLC | 2,292 | $283K | 0.0% | -38.1% | 0.021% | |
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| 8/14/2025 | Raymond James Financial Inc. | 220,029 | $27.20M | 0.0% | -18.1% | 2.008% | |
| 8/14/2025 | Quantinno Capital Management LP | 3,310 | $409K | 0.0% | -3.1% | 0.030% | |
| 8/14/2025 | AllSquare Wealth Management LLC | 7,991 | $988K | 0.6% | -1.1% | 0.073% | |
| 8/14/2025 | NewEdge Advisors LLC | 28,115 | $3.48M | 0.0% | +16.4% | 0.257% | |
| 8/13/2025 | JBR Co Financial Management Inc | 4,463 | $552K | 0.3% | -3.1% | 0.041% | |
| 8/13/2025 | Legacy Capital Wealth Partners LLC | 65,461 | $7.45M | 1.6% | -6.0% | 0.597% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 65,199 | $8.06M | 0.0% | +130.3% | 0.595% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 17,746 | $2.19M | 0.0% | -5.4% | 0.162% | |
| 8/12/2025 | Financial Advocates Investment Management | 2,790 | $345K | 0.0% | -15.2% | 0.025% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 21,148 | $2.61M | 0.0% | +16.7% | 0.193% | |
| 8/12/2025 | WealthBridge Capital Management LLC | 8,706 | $1.08M | 0.3% | +16.0% | 0.079% | |
| 8/12/2025 | Del Sette Capital Management LLC | 6,550 | $810K | 0.6% | N/A | 0.060% | |
| 8/12/2025 | JPMorgan Chase & Co. | 32,289 | $3.99M | 0.0% | +1.2% | 0.295% | |
| 8/8/2025 | Cetera Investment Advisers | 27,498 | $3.40M | 0.0% | -2.4% | 0.251% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 32,978 | $4.08M | 0.3% | +61.3% | 0.301% | |
| 8/8/2025 | Creative Planning | 14,464 | $1.79M | 0.0% | +32.7% | 0.132% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 3,232 | $399K | 0.0% | N/A | 0.029% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 48,753 | $6.03M | 0.7% | +0.2% | 0.444% | |
| 8/6/2025 | Prospera Financial Services Inc | 3,075 | $380K | 0.0% | -2.6% | 0.028% | |
| 8/6/2025 | Savant Capital LLC | 1,709 | $211K | 0.0% | N/A | 0.016% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 1,534 | $190K | 0.0% | N/A | 0.014% | |
| 8/5/2025 | Pacific Wealth Strategies Group Inc. | 81,647 | $10.20M | 6.7% | -28.9% | 0.744% | |
| 8/5/2025 | Bank of Montreal Can | 11,606 | $1.44M | 0.0% | +12.9% | 0.106% | |
| 8/5/2025 | GHP Investment Advisors Inc. | 25,925 | $3.20M | 0.1% | -4.0% | 0.236% | |
| 8/4/2025 | Assetmark Inc. | 488 | $60K | 0.0% | +72.4% | 0.004% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 19,011 | $2.35M | 0.1% | -4.8% | 0.173% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 61,019 | $7.54M | 0.0% | -8.6% | 0.557% | |
| 7/31/2025 | Carnegie Investment Counsel | 15,232 | $1.88M | 0.0% | +0.7% | 0.139% | |
| 7/30/2025 | Pacific Sun Financial Corp | 15,486 | $1.91M | 1.0% | +1.2% | 0.141% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 14,033 | $1.73M | 0.7% | +142.2% | 0.128% | |
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| 7/29/2025 | Chicago Partners Investment Group LLC | 4,150 | $531K | 0.0% | +12.2% | 0.038% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 61,360 | $7.58M | 0.6% | +5.5% | 0.560% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 6,182 | $764K | 0.0% | -6.9% | 0.056% | |
| 7/28/2025 | Uptick Partners LLC | 10,589 | $1.31M | 0.4% | +3.2% | 0.097% | |
| 7/28/2025 | Smart Portfolios LLC | 18,573 | $2.30M | 2.3% | -2.9% | 0.170% | |
| 7/28/2025 | Triton Wealth Management PLLC | 8,267 | $1.05M | 0.4% | N/A | 0.075% | |
| 7/28/2025 | Harbour Investments Inc. | 394 | $49K | 0.0% | -61.0% | 0.004% | |
| 7/25/2025 | Lion Street Advisors LLC | 1,675 | $207K | 0.1% | N/A | 0.015% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 6,277 | $773K | 0.3% | +2,441.3% | 0.057% | |
| 7/25/2025 | CWM LLC | 5,716 | $707K | 0.0% | +24.1% | 0.052% | |
| 7/24/2025 | Costello Asset Management INC | 216 | $27K | 0.0% | +77.0% | 0.002% | |
| 7/24/2025 | Blair William & Co. IL | 677 | $84K | 0.0% | -22.8% | 0.006% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 3,788 | $468K | 0.1% | +19.9% | 0.035% | |
| 7/23/2025 | H&H Retirement Design & Management INC | 12,270 | $1.54M | 0.8% | +7.6% | 0.112% | |
| 7/23/2025 | BankPlus Trust Department | 10,947 | $1.35M | 0.4% | -3.0% | 0.100% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 45,686 | $5.65M | 0.1% | +0.8% | 0.418% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 4,188 | $518K | 0.0% | +9.8% | 0.038% | |
| 7/22/2025 | Ergawealth Advisors Inc. | 4,003 | $495K | 0.2% | +11.4% | 0.037% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 933 | $115K | 0.0% | N/A | 0.009% | |
| 7/18/2025 | Pure Financial Advisors LLC | 3,083 | $381K | 0.0% | +12.5% | 0.028% | |
| 7/18/2025 | Truist Financial Corp | 66,750 | $8.25M | 0.0% | -7.7% | 0.611% | |
| 7/16/2025 | Independent Wealth Network Inc. | 5,077 | $628K | 0.2% | -4.1% | 0.046% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 9,092 | $1.12M | 0.2% | -2.4% | 0.083% | |
| 7/11/2025 | Farther Finance Advisors LLC | 7,162 | $885K | 0.0% | +9.5% | 0.066% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 13,197 | $1.67M | 0.0% | +1.7% | 0.122% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 40,663 | $5.13M | 0.0% | +3.3% | 0.377% | |
| 7/10/2025 | Sovran Advisors LLC | 46,046 | $5.78M | 0.6% | +92.2% | 0.427% | |
| 7/9/2025 | Aaron Wealth Advisors LLC | 2,238 | $277K | 0.0% | N/A | 0.021% | |
| 7/9/2025 | Breakwater Capital Group | 20,762 | $2.57M | 0.4% | +16.4% | 0.192% | |
| 7/9/2025 | Key Client Fiduciary Advisors LLC | 2,798 | $346K | 0.1% | +46.1% | 0.026% | |
| 7/7/2025 | Park Edge Advisors LLC | 16,444 | $2.03M | 0.5% | +171.4% | 0.152% | |
| 7/7/2025 | Bangor Savings Bank | 765 | $95K | 0.0% | N/A | 0.007% | |
| 5/20/2025 | Belpointe Asset Management LLC | 9,471 | $1.07M | 0.1% | N/A | 0.089% | |
| 5/19/2025 | Jane Street Group LLC | 3,702 | $417K | 0.0% | N/A | 0.035% | |
| 5/16/2025 | Jones Financial Companies Lllp | 4,751 | $535K | 0.0% | -45.3% | 0.045% | |
| 5/16/2025 | NewEdge Advisors LLC | 24,164 | $2.72M | 0.0% | +172.7% | 0.229% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 4,148 | $467K | 0.0% | +9.0% | 0.039% | |
| 5/15/2025 | Royal Bank of Canada | 42,041 | $4.74M | 0.0% | -5.5% | 0.398% | |
| 5/15/2025 | MAI Capital Management | 5,655 | $637K | 0.0% | +1.5% | 0.054% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 28,309 | $3.19M | 0.0% | +20.4% | 0.268% | |
| 5/14/2025 | Kestra Advisory Services LLC | 13,829 | $1.56M | 0.0% | -44.7% | 0.131% | |
| 5/13/2025 | Ethos Financial Group LLC | 3,149 | $355K | 0.0% | N/A | 0.030% | |
| 5/13/2025 | Raymond James Financial Inc. | 268,522 | $30.25M | 0.0% | +7.3% | 2.545% | |
| 5/13/2025 | Gator Capital Management LLC | 8,156 | $919K | 0.3% | -13.0% | 0.077% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 14,316 | $1.61M | 0.0% | N/A | 0.136% | |
| 5/13/2025 | Elevation Capital Advisory LLC | 5,793 | $653K | 0.3% | -92.4% | 0.055% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 2,908 | $328K | 0.0% | +10.1% | 0.028% | |
| 5/12/2025 | WBH Advisory Inc. | 3,189 | $359K | 0.0% | -4.4% | 0.030% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 3,700 | $418K | 0.0% | N/A | 0.035% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 20,445 | $2.30M | 0.1% | +2.3% | 0.194% | |
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| 5/8/2025 | TIAA Trust National Association | 2,897 | $326K | 0.0% | +27.2% | 0.027% | |
| 5/8/2025 | Harbour Investments Inc. | 1,011 | $114K | 0.0% | +43.2% | 0.010% | |
| 5/7/2025 | LPL Financial LLC | 392,318 | $44.20M | 0.0% | +3.3% | 3.719% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 6,442 | $726K | 0.1% | N/A | 0.061% | |
| 5/6/2025 | Assetmark Inc. | 283 | $32K | 0.0% | +262.8% | 0.003% | |
| 5/6/2025 | Cetera Investment Advisers | 28,166 | $3.17M | 0.0% | +0.7% | 0.267% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 12,524 | $1.41M | 0.4% | +22.5% | 0.119% | |
| 5/6/2025 | Carnegie Investment Counsel | 15,122 | $1.70M | 0.0% | -2.2% | 0.143% | |
| 5/6/2025 | PFG Advisors | 4,250 | $479K | 0.0% | +100.0% | 0.040% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 18,761 | $2.11M | 0.1% | +350.6% | 0.178% | |
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