| 6/4/2025 | First Hawaiian Bank | 9,430 | $744K | 0.0% | -9.4% | 0.002% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 4,529 | $358K | 0.3% | +10.1% | 0.001% | |
| 5/28/2025 | Addison Capital Co | 70,243 | $5.55M | 2.2% | +2.0% | 0.016% | |
| 5/27/2025 | Jacobi Capital Management LLC | 30,521 | $2.41M | 0.2% | -1.5% | 0.007% | |
| 5/23/2025 | Strategic Financial Services Inc. | 1,029,788 | $81.29M | 4.8% | +3.2% | 0.232% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 12,853 | $1.02M | 0.0% | +8.2% | 0.003% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 3,121 | $246K | 0.0% | N/A | 0.001% | |
| 5/20/2025 | Belpointe Asset Management LLC | 61,322 | $4.84M | 0.3% | +625.7% | 0.014% | |
| 5/20/2025 | Focus Partners Wealth | 783,168 | $61.82M | 0.2% | +10.7% | 0.176% | |
| 5/20/2025 | Anchor Investment Management LLC | 56,992 | $4.50M | 0.4% | -4.1% | 0.013% | |
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| 5/20/2025 | Glenview Trust co | 78,491 | $6.20M | 0.1% | +11.6% | 0.018% | |
| 5/20/2025 | Japan Science & Technology Agency | 4,848,000 | $382.70M | 5.9% | -40.9% | 1.092% | |
| 5/19/2025 | SageView Advisory Group LLC | 12,795 | $1.01M | 0.0% | +9.2% | 0.003% | |
| 5/19/2025 | Advisory Alpha LLC | 12,230 | $965K | 0.0% | -35.2% | 0.003% | |
| 5/19/2025 | Trinity Financial Advisors LLC | 28,462 | $2.25M | 0.8% | N/A | 0.006% | |
| 5/19/2025 | SCS Capital Management LLC | 22,450 | $1.77M | 0.0% | N/A | 0.005% | |
| 5/19/2025 | Legacy Advisory Services LLC | 7,306 | $577K | 0.5% | N/A | 0.002% | |
| 5/16/2025 | Logan Capital Management Inc. | 1,749 | $138K | 0.0% | -42.7% | 0.000% | |
| 5/16/2025 | Ascent Group LLC | 3,132 | $247K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 2,912 | $230K | 0.0% | +14.0% | 0.001% | |
| 5/16/2025 | United Services Automobile Association | 371,886 | $29.36M | 0.9% | +100.0% | 0.084% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 20,966 | $1.66M | 0.1% | -9.3% | 0.005% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 12,607 | $995K | 0.0% | +3.2% | 0.003% | |
| 5/16/2025 | Everstar Asset Management LLC | 4,718 | $372K | 0.1% | -32.2% | 0.001% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 44,950 | $3.55M | 0.1% | +2.0% | 0.010% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 3,224,830 | $254.57M | 0.0% | +4.4% | 0.727% | |
| 5/16/2025 | Jones Financial Companies Lllp | 7,673 | $606K | 0.0% | -56.5% | 0.002% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 7,091 | $560K | 0.4% | N/A | 0.002% | |
| 5/16/2025 | Redwood Financial Network Corp | 4,877 | $385K | 0.3% | +4.1% | 0.001% | |
| 5/16/2025 | Plotkin Financial Advisors LLC | 5,551 | $438K | 0.3% | -8.9% | 0.001% | |
| 5/16/2025 | Nepc LLC | 4,864,970 | $384.04M | 10.6% | +15.7% | 1.096% | |
| 5/16/2025 | NewEdge Advisors LLC | 257,153 | $20.30M | 0.1% | -5.1% | 0.058% | |
| 5/16/2025 | Millennium Management LLC | 68,589 | $5.41M | 0.0% | +6.4% | 0.015% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 71,353 | $5.63M | 0.1% | +621.5% | 0.016% | |
| 5/16/2025 | Investmark Advisory Group LLC | 3,062 | $242K | 0.1% | +8.5% | 0.001% | |
| 5/16/2025 | Greenline Partners LLC | 46,290 | $3.65M | 0.5% | +8,552.3% | 0.010% | |
| 5/16/2025 | Edmond DE Rothschild Holding S.A. | 73,840 | $5.83M | 0.1% | +61.7% | 0.017% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 3,323 | $262K | 0.0% | -13.2% | 0.001% | |
| 5/16/2025 | AQR Capital Management LLC | 3,055 | $241K | 0.0% | -4.2% | 0.001% | |
| 5/16/2025 | Advisors Asset Management Inc. | 8,465 | $668K | 0.0% | +33.1% | 0.002% | |
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| 5/16/2025 | AlTi Global Inc. | 13,240 | $1.05M | 0.0% | +100.0% | 0.003% | |
| 5/16/2025 | Algorithmic Investment Models LLC | 12,544 | $990K | 0.7% | -21.5% | 0.003% | |
| 5/16/2025 | American Family Investments Inc. | 845,187 | $66.72M | 4.6% | -83.2% | 0.190% | |
| 5/16/2025 | Ancora Advisors LLC | 35,792 | $2.83M | 0.1% | -5.5% | 0.008% | |
| 5/15/2025 | EP Wealth Advisors LLC | 27,148 | $2.14M | 0.0% | -23.0% | 0.006% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 2,034 | $161K | 0.0% | -29.6% | 0.000% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 74,032 | $5.84M | 0.1% | +41.2% | 0.017% | |
| 5/15/2025 | First Financial Bankshares Inc | 1,007,704 | $79.55M | 1.7% | +2.8% | 0.227% | |
| 5/15/2025 | Flputnam Investment Management Co. | 67,951 | $5.36M | 0.1% | -5.1% | 0.015% | |
| 5/15/2025 | Royal Bank of Canada | 5,577,890 | $440.32M | 0.1% | +0.2% | 1.257% | |
| 5/15/2025 | MAI Capital Management | 966,296 | $76.28M | 0.6% | -0.3% | 0.218% | |
| 5/15/2025 | Calton & Associates Inc. | 8,189 | $646K | 0.1% | N/A | 0.002% | |
| 5/15/2025 | Vista Cima Wealth Management LLC | 2,033,008 | $160.49M | 72.8% | +49,316.8% | 0.458% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 99,057 | $7.82M | 0.4% | N/A | 0.022% | |
| 5/15/2025 | Insight Wealth Partners LLC | 25,560 | $2.02M | 0.3% | +59.0% | 0.006% | |
| 5/15/2025 | Titleist Asset Management LLC | 24,713 | $1.95M | 0.2% | +6.1% | 0.006% | |
| 5/15/2025 | Baird Financial Group Inc. | 624,191 | $49.27M | 0.1% | +4.0% | 0.141% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 12,881 | $1.02M | 0.2% | +140.6% | 0.003% | |
| 5/15/2025 | OLD Mission Capital LLC | 65,476 | $5.17M | 0.1% | +698.0% | 0.015% | |
| 5/15/2025 | Vident Advisory LLC | 3,595 | $284K | 0.0% | N/A | 0.001% | |
| 5/15/2025 | Evergreen Capital Management LLC | 69,488 | $5.49M | 0.2% | -15.7% | 0.016% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 2,722,148 | $214.89M | 0.2% | +8.9% | 0.613% | |
| 5/15/2025 | WPG Advisers LLC | 2,404 | $190K | 0.2% | N/A | 0.001% | |
| 5/15/2025 | Tortoise Investment Management LLC | 14,417 | $1.14M | 0.1% | -31.6% | 0.003% | |
| 5/15/2025 | Hanover Advisors Inc. | 3,632 | $287K | 0.1% | -15.2% | 0.001% | |
| 5/15/2025 | BNP Paribas Financial Markets | 619,868 | $48.93M | 0.0% | +645,595.8% | 0.140% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 92,004 | $7.26M | 0.7% | +6.6% | 0.021% | |
| 5/14/2025 | Ieq Capital LLC | 4,627 | $365K | 0.0% | +33.6% | 0.001% | |
| 5/14/2025 | Valley Financial Group Inc. | 38,835 | $3.07M | 2.0% | -0.8% | 0.009% | |
| 5/14/2025 | CreativeOne Wealth LLC | 31,848 | $2.51M | 0.1% | -4.6% | 0.007% | |
| 5/14/2025 | Warwick Investment Management Inc. | 64,368 | $5.08M | 1.1% | +10.7% | 0.015% | |
| 5/14/2025 | PKS Advisory Services LLC | 28,222 | $2.23M | 0.6% | +165.2% | 0.006% | |
| 5/14/2025 | Brooks Moore & Associates Inc. | 10,120 | $799K | 0.5% | N/A | 0.002% | |
| 5/14/2025 | Bakala Capital LLC | 20,529 | $1.62M | 9.3% | +20.6% | 0.005% | |
| 5/14/2025 | Tandem Wealth Advisors LLC | 171,285 | $13.52M | 7.1% | -0.3% | 0.039% | |
| 5/14/2025 | Comerica Bank | 257,304 | $20.31M | 0.1% | -11.3% | 0.058% | |
| 5/14/2025 | Freedom Investment Management Inc. | 37,530 | $2.96M | 0.2% | -49.5% | 0.008% | |
| 5/14/2025 | Synovus Financial Corp | 55,533 | $4.38M | 0.1% | +1.7% | 0.013% | |
| 5/14/2025 | Oak Harvest Investment Services | 59,357 | $4.69M | 0.7% | +1.4% | 0.013% | |
| 5/14/2025 | SVB Wealth LLC | 1,302 | $103K | 0.0% | N/A | 0.000% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 4,733 | $374K | 0.0% | +91.3% | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 873,229 | $68.93M | 0.1% | +9.9% | 0.197% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 11,685 | $922K | 0.1% | +141.1% | 0.003% | |
| 5/14/2025 | Cunning Capital Partners LP | 7,000 | $553K | 0.4% | -47.0% | 0.002% | |
| 5/14/2025 | Kestra Advisory Services LLC | 39,627 | $3.13M | 0.0% | -17.5% | 0.009% | |
| 5/14/2025 | Sprott Inc. | 45,300 | $3.58M | 0.2% | +18.6% | 0.010% | |
| 5/14/2025 | D.B. Root & Company LLC | 54,278 | $4.29M | 1.4% | -8.3% | 0.012% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 313,477 | $24.75M | 2.6% | -1.7% | 0.071% | |
| 5/14/2025 | Compound Planning Inc. | 11,657 | $920K | 0.0% | +228.4% | 0.003% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 4,693 | $370K | 0.2% | +9.1% | 0.001% | |
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| 5/14/2025 | Ameriprise Financial Inc. | 2,165,757 | $170.96M | 0.0% | +16.0% | 0.488% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 5,791 | $457K | 0.0% | +5.9% | 0.001% | |
| 5/14/2025 | CW Advisors LLC | 157,083 | $12.40M | 0.1% | +1.6% | 0.035% | |
| 5/14/2025 | Summit Financial LLC | 78,687 | $6.21M | 0.2% | +1.3% | 0.018% | |
| 5/14/2025 | Estate Counselors LLC | 2,985 | $236K | 0.0% | +14.8% | 0.001% | |
| 5/14/2025 | Flow Traders U.S. LLC | 199,729 | $15.77M | 0.7% | N/A | 0.045% | |
| 5/14/2025 | GM Advisory Group LLC | 24,037 | $1.90M | 0.1% | +87.4% | 0.005% | |
| 5/14/2025 | GDS Wealth Management | 18,535 | $1.46M | 0.1% | -37.9% | 0.004% | |
| 5/14/2025 | Asset Management Group Inc. | 209,798 | $16.56M | 3.1% | -0.5% | 0.047% | |
| 5/14/2025 | Capital Analysts LLC | 1,607 | $127K | 0.0% | +87.5% | 0.000% | |
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