| 7/18/2025 | GEN Financial Management INC. | 222,559 | $20.06M | 16.4% | -29.5% | 0.238% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 1,632 | $147K | 0.0% | -9.3% | 0.002% | |
| 7/18/2025 | Truist Financial Corp | 280,126 | $25.25M | 0.0% | +2.5% | 0.300% | |
| 7/17/2025 | Capital Investment Advisors LLC | 11,756 | $1.06M | 0.0% | +13.7% | 0.013% | |
| 7/17/2025 | LifeGoal Wealth Advisors | 17,967 | $1.62M | 1.5% | +22.7% | 0.019% | |
| 7/17/2025 | HB Wealth Management LLC | 40,576 | $3.66M | 0.0% | -22.7% | 0.043% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 269,425 | $24.28M | 0.1% | +0.2% | 0.288% | |
| 7/17/2025 | Archford Capital Strategies LLC | 46,363 | $4.18M | 0.5% | -2.1% | 0.050% | |
| 7/17/2025 | Johnson & White Wealth Management LLC | 25,449 | $2.29M | 1.2% | +8.2% | 0.027% | |
| 7/17/2025 | Barry Investment Advisors LLC | 19,690 | $1.77M | 0.4% | +19.3% | 0.021% | |
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| 7/17/2025 | Blossom Wealth Management | 6,121 | $552K | 1.0% | +4.2% | 0.007% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 82,045 | $7.39M | 1.0% | -6.4% | 0.088% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 39,080 | $3.52M | 0.2% | +4.3% | 0.042% | |
| 7/16/2025 | BOS Asset Management LLC | 5,333 | $481K | 0.2% | +2.4% | 0.006% | |
| 7/16/2025 | Swisher Financial Concepts Inc. | 11,290 | $1.02M | 0.7% | -25.7% | 0.012% | |
| 7/16/2025 | New Insight Wealth Advisors | 56,033 | $5.05M | 2.1% | -2.0% | 0.060% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 283 | $26K | 0.0% | -33.1% | 0.000% | |
| 7/16/2025 | Perigon Wealth Management LLC | 5,995 | $540K | 0.0% | -10.3% | 0.006% | |
| 7/15/2025 | Retirement Guys Formula LLC | 42,255 | $3.81M | 1.4% | +1.1% | 0.045% | |
| 7/15/2025 | Avaii Wealth Management LLC | 7,334 | $661K | 0.3% | +9.8% | 0.008% | |
| 7/15/2025 | Beacon Financial Planning Inc. | 17,252 | $1.56M | 0.9% | +7.2% | 0.018% | |
| 7/15/2025 | Verum Partners LLC | 44,839 | $4.04M | 0.9% | -26.3% | 0.048% | |
| 7/15/2025 | Foster Victor Wealth Advisors LLC | 42,268 | $3.79M | 0.3% | N/A | 0.045% | |
| 7/15/2025 | Buttonwood Financial Advisors Inc. | 97,755 | $8.81M | 3.5% | +3.2% | 0.105% | |
| 7/15/2025 | Fifth Third Bancorp | 4,234 | $382K | 0.0% | +55.4% | 0.005% | |
| 7/15/2025 | Family Investment Center Inc. | 35,333 | $3.18M | 0.7% | +302.6% | 0.038% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 114,758 | $10.34M | 1.3% | +8.1% | 0.123% | |
| 7/15/2025 | Oak Root LLC | 50,054 | $4.51M | 0.6% | +12.5% | 0.054% | |
| 7/15/2025 | Financial Partners Group Inc | 12,889 | $1.16M | 0.2% | +1.7% | 0.014% | |
| 7/15/2025 | Focused Wealth Management Inc | 228,749 | $20.62M | 2.5% | +0.6% | 0.245% | |
| 7/15/2025 | Revisor Wealth Management LLC | 116,462 | $10.42M | 3.8% | +6.0% | 0.125% | |
| 7/15/2025 | Bfsg LLC | 28,243 | $2.55M | 0.3% | -6.8% | 0.030% | |
| 7/14/2025 | Occidental Asset Management LLC | 5,047 | $455K | 0.1% | +61.6% | 0.005% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 85,136 | $7.67M | 1.5% | -1.6% | 0.091% | |
| 7/14/2025 | Sweeney & Michel LLC | 61,524 | $5.46M | 1.9% | +1.6% | 0.066% | |
| 7/14/2025 | Park Avenue Securities LLC | 6,557 | $591K | 0.0% | +10.3% | 0.007% | |
| 7/11/2025 | Scott Capital Advisors LLC | 3,429 | $308K | 0.1% | -11.9% | 0.004% | |
| 7/11/2025 | Capital Advantage Inc. | 408,194 | $36.79M | 5.8% | +3.2% | 0.437% | |
| 7/11/2025 | Farther Finance Advisors LLC | 7,108 | $641K | 0.0% | +12.5% | 0.008% | |
| 7/11/2025 | Weatherly Asset Management L. P. | 264,958 | $23.88M | 2.0% | +4.7% | 0.284% | |
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| 7/11/2025 | Kaydan Wealth Management Inc. | 5,348 | $482K | 0.2% | +6.1% | 0.006% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 1,749 | $158K | 0.0% | +17.9% | 0.002% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 70,212 | $6.33M | 0.1% | -4.6% | 0.075% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 208,964 | $18.83M | 0.0% | -1.2% | 0.224% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 2,630 | $236K | 0.1% | N/A | 0.003% | |
| 7/10/2025 | High Net Worth Advisory Group LLC | 55,234 | $4.98M | 1.3% | +1.9% | 0.059% | |
| 7/10/2025 | Wedmont Private Capital | 136,549 | $12.25M | 0.5% | +4.3% | 0.146% | |
| 7/10/2025 | American Financial Advisors LLC | 422,436 | $38.07M | 5.3% | -1.0% | 0.452% | |
| 7/10/2025 | Professional Financial Advisors LLC | 18,266 | $1.65M | 0.4% | +2.7% | 0.020% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 24,518 | $2.21M | 0.1% | -1.0% | 0.026% | |
| 7/9/2025 | Capital Wealth Management LLC | 21,786 | $1.96M | 0.7% | +1.1% | 0.023% | |
| 7/9/2025 | Stokes Capital Advisors LLC | 2,712 | $244K | 0.1% | -13.9% | 0.003% | |
| 7/9/2025 | Affinity Capital Advisors LLC | 5,877 | $530K | 0.1% | -8.4% | 0.006% | |
| 7/9/2025 | StrongBox Wealth LLC | 22,793 | $2.05M | 0.8% | +21.7% | 0.024% | |
| 7/9/2025 | Breakwater Capital Group | 27,835 | $2.51M | 0.4% | -4.0% | 0.030% | |
| 7/9/2025 | Shore Point Advisors LLC | 21,767 | $1.96M | 0.9% | +1.5% | 0.023% | |
| 7/8/2025 | Martin Capital Partners LLC | 3,194 | $288K | 0.1% | N/A | 0.003% | |
| 7/8/2025 | Canandaigua National Bank & Trust Co. | 14,932 | $1.35M | 0.1% | -3.4% | 0.016% | |
| 7/8/2025 | 21 West Wealth Management LLC | 29,020 | $2.62M | 2.6% | N/A | 0.031% | |
| 7/8/2025 | Goldstone Financial Group LLC | 128,635 | $11.59M | 1.5% | +14.5% | 0.138% | |
| 7/8/2025 | GK Wealth Management LLC | 8,027 | $723K | 0.7% | +49.4% | 0.009% | |
| 7/7/2025 | Centurion Wealth Management LLC | 27,843 | $2.51M | 0.7% | +2.8% | 0.030% | |
| 7/3/2025 | Collective Family Office LLC | 80,586 | $7.26M | 1.9% | -12.3% | 0.090% | |
| 7/2/2025 | Howard Financial Services LTD. | 170,741 | $15.39M | 2.0% | +1.0% | 0.190% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 60,180 | $4.99M | 0.0% | -6.8% | 0.067% | |
| 6/20/2025 | Real Talk Capital LLC | 6,681 | $554K | 0.7% | -17.8% | 0.007% | |
| 6/2/2025 | Modern Wealth Management LLC | 50,838 | $4.22M | 0.1% | N/A | 0.055% | |
| 5/28/2025 | Jones Financial Companies Lllp | 739,551 | $61.57M | 0.1% | +34.5% | 0.823% | |
| 5/28/2025 | GK Wealth Management LLC | 5,374 | $446K | 0.5% | +27.5% | 0.006% | |
| 5/23/2025 | SWAN Capital LLC | 153,176 | $12.70M | 5.9% | -5.1% | 0.171% | |
| 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% | |
| 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% | |
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| 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% | |
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