| 5/21/2025 | Geneos Wealth Management Inc. | 3,816 | $317K | 0.0% | +21.0% | 0.004% | |
| 5/20/2025 | Belpointe Asset Management LLC | 3,967 | $329K | 0.0% | N/A | 0.004% | |
| 5/20/2025 | Focus Partners Wealth | 4,529 | $376K | 0.0% | -35.7% | 0.005% | |
| 5/19/2025 | Jane Street Group LLC | 741,587 | $61.51M | 0.0% | +3,292.9% | 0.826% | |
| 5/19/2025 | SCS Capital Management LLC | 928,899 | $77.04M | 1.0% | N/A | 1.034% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 32,391 | $2.69M | 0.1% | +1.9% | 0.036% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 60,180 | $4.99M | 0.0% | -6.8% | 0.067% | |
| 5/16/2025 | Jones Financial Companies Lllp | 751,313 | $62.31M | 0.1% | +36.6% | 0.836% | |
| 5/16/2025 | NewEdge Advisors LLC | 323,875 | $26.86M | 0.2% | +5.9% | 0.361% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 13,059 | $1.08M | 0.0% | +3.6% | 0.015% | |
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| 5/15/2025 | EP Wealth Advisors LLC | 4,298,002 | $356.48M | 2.8% | +14.4% | 4.785% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 88,509 | $7.34M | 0.1% | +0.1% | 0.099% | |
| 5/15/2025 | Royal Bank of Canada | 619,968 | $51.42M | 0.0% | +1.6% | 0.690% | |
| 5/15/2025 | Cura Wealth Advisors LLC | 3,971 | $329K | 0.1% | +8.5% | 0.004% | |
| 5/15/2025 | Baird Financial Group Inc. | 58,590 | $4.86M | 0.0% | +5.5% | 0.065% | |
| 5/15/2025 | Evergreen Capital Management LLC | 4,073 | $338K | 0.0% | +8.3% | 0.005% | |
| 5/14/2025 | Triad Wealth Partners LLC | 7,997 | $663K | 0.2% | -54.8% | 0.009% | |
| 5/14/2025 | CreativeOne Wealth LLC | 34,571 | $2.87M | 0.1% | -1.5% | 0.038% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 3,801 | $315K | 0.0% | -26.5% | 0.004% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 75,559 | $6.27M | 0.9% | +2.0% | 0.083% | |
| 5/14/2025 | Jane Street Group LLC | 741,587 | $61.51M | 0.0% | +3,292.9% | 0.820% | |
| 5/14/2025 | NCM Capital Management LLC | 53,392 | $4.43M | 2.0% | +1.1% | 0.059% | |
| 5/14/2025 | Comerica Bank | 12,527 | $1.04M | 0.0% | -2.0% | 0.014% | |
| 5/14/2025 | Cedar Point Capital Partners LLC | 22,354 | $1.85M | 1.2% | +3.5% | 0.025% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 17,547 | $1.46M | 0.1% | -16.7% | 0.019% | |
| 5/14/2025 | Bahl & Gaynor Inc. | 24,679 | $2.05M | 0.0% | -3.8% | 0.027% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 555,110 | $46.04M | 0.0% | -12.7% | 0.613% | |
| 5/14/2025 | Kestra Advisory Services LLC | 99,359 | $8.24M | 0.0% | +0.7% | 0.110% | |
| 5/14/2025 | Compound Planning Inc. | 13,556 | $1.12M | 0.1% | -6.2% | 0.015% | |
| 5/14/2025 | Ameriprise Financial Inc. | 690,682 | $57.37M | 0.0% | +9.3% | 0.763% | |
| 5/14/2025 | CW Advisors LLC | 4,710 | $391K | 0.0% | N/A | 0.005% | |
| 5/14/2025 | Summit Financial LLC | 7,037 | $584K | 0.0% | +121.8% | 0.008% | |
| 5/14/2025 | Tradition Wealth Management LLC | 7,095 | $588K | 0.1% | +22.5% | 0.008% | |
| 5/14/2025 | Venture Visionary Partners LLC | 2,487 | $206K | 0.0% | -7.2% | 0.003% | |
| 5/14/2025 | JT Stratford LLC | 33,319 | $2.76M | 0.5% | +2.7% | 0.037% | |
| 5/14/2025 | Nan Shan Life Insurance Co. Ltd. | 90,180 | $7.48M | 0.2% | N/A | 0.100% | |
| 5/14/2025 | Andina Capital Management LLC | 4,799 | $398K | 0.3% | N/A | 0.005% | |
| 5/14/2025 | CWS Financial Advisors LLC | 17,064 | $1.42M | 0.4% | +4.9% | 0.019% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 27,593 | $2.29M | 0.0% | -5.3% | 0.030% | |
| 5/13/2025 | Compass Financial Group INC SD | 154,432 | $12.81M | 2.4% | +8.5% | 0.171% | |
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| 5/13/2025 | Steward Partners Investment Advisory LLC | 75,263 | $6.24M | 0.1% | +15.0% | 0.083% | |
| 5/13/2025 | Raymond James Financial Inc. | 836,864 | $69.41M | 0.0% | -11.1% | 0.925% | |
| 5/13/2025 | Cresset Asset Management LLC | 499,845 | $41.46M | 0.2% | +13.3% | 0.552% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 251,150 | $20.83M | 1.1% | +14.2% | 0.278% | |
| 5/13/2025 | Compass Advisory Group LLC | 23,178 | $1.92M | 0.7% | +0.7% | 0.026% | |
| 5/13/2025 | Long Island Wealth Management Inc. | 29,184 | $2.42M | 1.5% | +1.3% | 0.032% | |
| 5/13/2025 | Infinity Wealth Counsel LLC | 29,874 | $2.48M | 2.7% | +2.0% | 0.033% | |
| 5/13/2025 | Dagco Inc. | 103,028 | $8.55M | 2.8% | +1.3% | 0.114% | |
| 5/13/2025 | HighTower Advisors LLC | 56,112 | $4.65M | 0.0% | -80.7% | 0.062% | |
| 5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 149,732 | $12.47M | 5.6% | +7.7% | 0.165% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 104,824 | $8.69M | 1.0% | -2.1% | 0.116% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 11,136 | $924K | 0.0% | -12.7% | 0.012% | |
| 5/12/2025 | Maia Wealth LLC | 2,454 | $200K | 0.0% | N/A | 0.003% | |
| 5/12/2025 | SouthState Corp | 2,539 | $211K | 0.0% | N/A | 0.003% | |
| 5/12/2025 | King Luther Capital Management Corp | 3,100 | $257K | 0.0% | -24.0% | 0.003% | |
| 5/12/2025 | Benjamin Edwards Inc. | 17,759 | $1.47M | 0.0% | +4.9% | 0.020% | |
| 5/12/2025 | ESL Trust Services LLC | 528,483 | $43.83M | 9.9% | -0.1% | 0.584% | |
| 5/12/2025 | Savvy Advisors Inc. | 26,881 | $2.23M | 0.2% | -4.2% | 0.030% | |
| 5/12/2025 | Citigroup Inc. | 1,377,222 | $114.23M | 0.1% | -25.4% | 1.522% | |
| 5/12/2025 | AlphaCore Capital LLC | 3,705 | $307K | 0.0% | N/A | 0.004% | |
| 5/12/2025 | Ironwood Investment Counsel LLC | 13,812 | $1.15M | 0.2% | -2.8% | 0.015% | |
| 5/9/2025 | VeraBank N.A. | 314,409 | $26.08M | 7.3% | -0.3% | 0.350% | |
| 5/9/2025 | Roof Eidam Maycock Peralta LLC | 13,716 | $1.14M | 0.3% | -7.3% | 0.015% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 21,888 | $1.90M | 0.1% | -0.8% | 0.024% | |
| 5/9/2025 | Roberts Glore & Co. Inc. IL | 26,965 | $2.24M | 0.7% | +15.6% | 0.030% | |
| 5/9/2025 | Financial Connections Group Inc. | 136,149 | $11.29M | 5.1% | +30.8% | 0.152% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 1,219 | $101K | 0.1% | N/A | 0.001% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,485 | $538K | 0.0% | +2.0% | 0.007% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 88,273 | $7.32M | 0.2% | -5.9% | 0.098% | |
| 5/9/2025 | Ackerman Capital Advisors LLC | 195,666 | $16.23M | 4.3% | -3.8% | 0.218% | |
| 5/9/2025 | Wade Financial Advisory Inc | 53,213 | $4.41M | 1.5% | -2.2% | 0.059% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 641,250 | $53.19M | 0.1% | +8.2% | 0.714% | |
| 5/8/2025 | IFG Advisory LLC | 52,136 | $4.32M | 0.2% | +0.7% | 0.058% | |
| 5/8/2025 | US Bancorp DE | 3,695 | $306K | 0.0% | -17.8% | 0.004% | |
| 5/8/2025 | BCGM Wealth Management LLC | 82,781 | $6.87M | 2.1% | -26.6% | 0.092% | |
| 5/8/2025 | Elios Financial Group Inc. | 112,457 | $9.33M | 4.6% | +0.1% | 0.125% | |
| 5/8/2025 | Sound View Wealth Advisors Group LLC | 29,431 | $2.44M | 0.2% | +17.6% | 0.033% | |
| 5/8/2025 | Natixis Advisors LLC | 91,379 | $7.58M | 0.0% | +58.1% | 0.102% | |
| 5/8/2025 | Roble Belko & Company Inc | 1,301 | $108K | 0.0% | -70.4% | 0.001% | |
| 5/8/2025 | Eastern Bank | 273,958 | $22.72M | 0.4% | -52.7% | 0.305% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 450 | $37K | 0.0% | N/A | 0.001% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 756 | $63K | 0.1% | N/A | 0.001% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 2,564 | $213K | 0.0% | N/A | 0.003% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 52,729 | $4.37M | 1.0% | +7.0% | 0.059% | |
| 5/7/2025 | LPL Financial LLC | 1,078,129 | $89.42M | 0.0% | +2.5% | 1.200% | |
| 5/7/2025 | Accretive Wealth Partners LLC | 7,139 | $621K | 0.2% | +17.5% | 0.008% | |
| 5/7/2025 | HB Wealth Management LLC | 52,471 | $4.35M | 0.0% | +1,682.9% | 0.058% | |
| 5/7/2025 | Keystone Financial Group Inc. | 100,364 | $8.74M | 6.1% | +0.5% | 0.112% | |
| 5/7/2025 | Trilogy Capital Inc. | 44,448 | $3.69M | 0.2% | +1.2% | 0.049% | |
| 5/6/2025 | Assetmark Inc. | 502 | $42K | 0.0% | +597.2% | 0.001% | |
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| 5/6/2025 | Cetera Investment Advisers | 336,006 | $27.87M | 0.1% | -10.7% | 0.374% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 30,250 | $2.51M | 0.0% | -71.5% | 0.034% | |
| 5/6/2025 | FreeGulliver LLC | 154,648 | $12.83M | 6.3% | +3.5% | 0.172% | |
| 5/6/2025 | Brookwood Investment Group LLC | 7,930 | $658K | 0.1% | N/A | 0.009% | |
| 5/6/2025 | Hendershot Investments Inc. | 8,776 | $728K | 0.1% | +1.9% | 0.010% | |
| 5/6/2025 | Advisors Preferred LLC | 46,310 | $3.84M | 0.5% | -32.2% | 0.052% | |
| 5/6/2025 | Somerville Kurt F | 3,135 | $260K | 0.0% | N/A | 0.003% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 45,576 | $3.78M | 2.0% | -5.3% | 0.051% | |
| 5/6/2025 | Kathleen S. Wright Associates Inc. | 76,440 | $6.34M | 2.5% | +3.4% | 0.085% | |
| 5/6/2025 | Choreo LLC | 264,512 | $21.94M | 0.3% | -13.1% | 0.294% | |
