| 6/4/2025 | First Hawaiian Bank | 838,489 | $77.80M | 3.8% | +1.2% | 0.314% | |
| 6/2/2025 | Modern Wealth Management LLC | 110,324 | $10.24M | 0.3% | +47.4% | 0.041% | |
| 5/28/2025 | Jones Financial Companies Lllp | 600,596 | $55.68M | 0.0% | +1,317.6% | 0.229% | |
| 5/27/2025 | Advisors Capital Management LLC | 52,877 | $4.91M | 0.1% | +467.2% | 0.020% | |
| 5/23/2025 | SWAN Capital LLC | 84,788 | $7.87M | 3.6% | +28.0% | 0.032% | |
| 5/21/2025 | McAdam LLC | 8,572 | $795K | 0.0% | -27.4% | 0.003% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,673 | $248K | 0.0% | +38.8% | 0.001% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 13,438 | $1.25M | 0.3% | N/A | 0.005% | |
| 5/20/2025 | Belpointe Asset Management LLC | 33,667 | $3.13M | 0.2% | +166.4% | 0.013% | |
| 5/20/2025 | Focus Partners Wealth | 157,528 | $14.62M | 0.0% | +0.3% | 0.060% | |
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| 5/20/2025 | Integrity Alliance LLC. | 3,160 | $293K | 0.0% | N/A | 0.001% | |
| 5/19/2025 | Jane Street Group LLC | 4,557 | $423K | 0.0% | -86.3% | 0.002% | |
| 5/19/2025 | SageView Advisory Group LLC | 1,992,989 | $184.93M | 7.9% | +7.5% | 0.759% | |
| 5/19/2025 | SCS Capital Management LLC | 482,571 | $44.78M | 0.6% | N/A | 0.184% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 11,934 | $1.11M | 0.0% | -2.5% | 0.005% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 3,274 | $304K | 0.0% | +43.7% | 0.001% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 473,073 | $43.90M | 0.0% | +17.2% | 0.180% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 3,088 | $287K | 0.1% | -6.7% | 0.001% | |
| 5/16/2025 | Jones Financial Companies Lllp | 540,368 | $50.08M | 0.0% | +1,175.4% | 0.206% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 213,600 | $19.82M | 3.8% | N/A | 0.081% | |
| 5/16/2025 | NewEdge Advisors LLC | 319,011 | $29.60M | 0.2% | +9.7% | 0.122% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 13,383 | $1.24M | 0.0% | +6.3% | 0.005% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 6,942 | $644K | 0.0% | -15.5% | 0.003% | |
| 5/16/2025 | Alliancebernstein L.P. | 313,775 | $29.12M | 0.0% | +1.0% | 0.120% | |
| 5/16/2025 | AQR Capital Management LLC | 37,849 | $3.51M | 0.0% | +9.1% | 0.014% | |
| 5/16/2025 | Amundi | 5,260 | $488K | 0.0% | N/A | 0.002% | |
| 5/15/2025 | EP Wealth Advisors LLC | 8,320 | $772K | 0.0% | +279.6% | 0.003% | |
| 5/15/2025 | First Manhattan CO. LLC. | 6,753 | $627K | 0.0% | +11.5% | 0.003% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 3,305 | $307K | 0.0% | N/A | 0.001% | |
| 5/15/2025 | First Financial Bankshares Inc | 5,053 | $469K | 0.0% | N/A | 0.002% | |
| 5/15/2025 | Royal Bank of Canada | 742,262 | $68.87M | 0.0% | +8.6% | 0.283% | |
| 5/15/2025 | Betterment LLC | 4,665 | $433K | 0.0% | N/A | 0.002% | |
| 5/15/2025 | MAI Capital Management | 59,681 | $5.54M | 0.0% | +0.3% | 0.023% | |
| 5/15/2025 | Cura Wealth Advisors LLC | 5,366 | $498K | 0.2% | +11.8% | 0.002% | |
| 5/15/2025 | Baird Financial Group Inc. | 150,800 | $13.99M | 0.0% | -23.5% | 0.057% | |
| 5/15/2025 | Trexquant Investment LP | 3,320 | $308K | 0.0% | -4.4% | 0.001% | |
| 5/14/2025 | CreativeOne Wealth LLC | 11,828 | $1.10M | 0.0% | +10.3% | 0.004% | |
| 5/14/2025 | Ieq Capital LLC | 191,965 | $17.81M | 0.1% | +0.5% | 0.072% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 14,699 | $1.36M | 0.1% | -2.4% | 0.006% | |
| 5/14/2025 | Comerica Bank | 733,250 | $68.04M | 0.3% | -1.3% | 0.274% | |
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| 5/14/2025 | Freedom Investment Management Inc. | 65,020 | $6.03M | 0.5% | -6.4% | 0.024% | |
| 5/14/2025 | SVB Wealth LLC | 14,615 | $1.36M | 0.1% | +219.5% | 0.005% | |
| 5/14/2025 | Cedar Point Capital Partners LLC | 3,216 | $298K | 0.2% | +6.2% | 0.001% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 48,122 | $4.46M | 0.4% | -2.1% | 0.018% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 47,282 | $4.39M | 0.0% | +27.1% | 0.018% | |
| 5/14/2025 | Kestra Advisory Services LLC | 196,964 | $18.28M | 0.1% | +53.7% | 0.074% | |
| 5/14/2025 | Compound Planning Inc. | 8,064 | $748K | 0.0% | +26.2% | 0.003% | |
| 5/14/2025 | Ameriprise Financial Inc. | 3,459,143 | $321.38M | 0.1% | -0.9% | 1.295% | |
| 5/14/2025 | CW Advisors LLC | 481,061 | $44.61M | 0.5% | -0.5% | 0.180% | |
| 5/14/2025 | Berkshire Asset Management LLC PA | 3,877 | $374K | 0.0% | +4.2% | 0.001% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 45,352 | $4.21M | 0.7% | -8.4% | 0.017% | |
| 5/14/2025 | Hsbc Holdings PLC | 18,622 | $1.73M | 0.0% | -41.8% | 0.007% | |
| 5/14/2025 | Andina Capital Management LLC | 45,201 | $4.19M | 3.0% | +5.0% | 0.017% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 99,574 | $9.24M | 0.1% | +3.9% | 0.037% | |
| 5/13/2025 | Raymond James Financial Inc. | 3,171,773 | $294.31M | 0.1% | +6.7% | 1.187% | |
| 5/13/2025 | Cresset Asset Management LLC | 9,130 | $847K | 0.0% | +91.2% | 0.003% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 19,780 | $1.84M | 0.1% | -2.1% | 0.007% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 6,053 | $562K | 0.0% | +2.9% | 0.002% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 7,555 | $701K | 0.0% | N/A | 0.003% | |
| 5/13/2025 | NFP Retirement Inc. | 317,419 | $29.45M | 2.3% | +4.6% | 0.119% | |
| 5/13/2025 | Stone House Investment Management LLC | 7,955 | $738K | 0.1% | +30.4% | 0.003% | |
| 5/13/2025 | HighTower Advisors LLC | 1,589,524 | $147.49M | 0.2% | +5.3% | 0.595% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 4,209 | $391K | 0.0% | -18.8% | 0.002% | |
| 5/12/2025 | Independent Advisor Alliance | 5,718 | $531K | 0.0% | -76.5% | 0.002% | |
| 5/12/2025 | Linscomb Wealth Inc. | 44,614 | $4.14M | 0.2% | -6.8% | 0.017% | |
| 5/12/2025 | SouthState Corp | 652 | $60K | 0.0% | N/A | 0.000% | |
| 5/12/2025 | Strengthening Families & Communities LLC | 1,188 | $111K | 0.1% | N/A | 0.000% | |
| 5/12/2025 | Bare Financial Services Inc | 67,594 | $6.27M | 2.4% | +9.8% | 0.025% | |
| 5/12/2025 | Darrow Company Inc. | 73,321 | $6.80M | 3.8% | N/A | 0.027% | |
| 5/12/2025 | Condor Capital Management | 224,810 | $20.86M | 1.9% | +22.2% | 0.084% | |
| 5/12/2025 | Cynosure Group LLC | 248,869 | $23.09M | 3.2% | N/A | 0.093% | |
| 5/12/2025 | Townsquare Capital LLC | 5,714 | $530K | 0.0% | N/A | 0.002% | |
| 5/12/2025 | Truepoint Inc. | 8,763 | $813K | 0.0% | N/A | 0.003% | |
| 5/12/2025 | Citigroup Inc. | 3,675,208 | $341.02M | 0.2% | +3.3% | 1.376% | |
| 5/12/2025 | AlphaCore Capital LLC | 1,509 | $140K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | Alesco Advisors LLC | 9,624 | $893K | 0.0% | +3.5% | 0.004% | |
| 5/9/2025 | Deutsche Bank AG | 11,500 | $1.07M | 0.0% | -14.8% | 0.004% | |
| 5/9/2025 | Blue Barn Wealth LLC | 163,910 | $15.21M | 7.9% | +0.9% | 0.062% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 26,322 | $2.52M | 0.1% | +4.2% | 0.010% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 372 | $35K | 0.0% | N/A | 0.000% | |
| 5/9/2025 | Cascade Wealth Advisors Inc | 56,328 | $5.10M | 3.5% | -11.8% | 0.021% | |
| 5/9/2025 | Wealthspire Advisors LLC | 16,298 | $1.51M | 0.0% | +9.0% | 0.006% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 222,629 | $20.66M | 0.2% | -8.0% | 0.085% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 111,759 | $10.37M | 0.3% | -57.6% | 0.043% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 18,490 | $1.72M | 0.1% | +3.6% | 0.007% | |
| 5/9/2025 | MWA Asset Management | 2,573 | $239K | 0.2% | +12.8% | 0.001% | |
| 5/9/2025 | Empire Life Investments Inc. | 51,929 | $4.82M | 0.3% | -14.6% | 0.020% | |
| 5/9/2025 | Connable Office Inc. | 130,202 | $12.08M | 1.3% | -0.4% | 0.050% | |
| 5/9/2025 | Sound Financial Strategies Group LLC | 22,968 | $2.13M | 1.9% | N/A | 0.009% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 2,301,287 | $213.54M | 0.3% | +4.3% | 0.877% | |
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| 5/9/2025 | Blair William & Co. IL | 16,104 | $1.49M | 0.0% | +3.2% | 0.006% | |
| 5/9/2025 | Liberty Wealth Management LLC | 57,295 | $5.32M | 0.1% | +731.7% | 0.022% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 910,915 | $84.52M | 0.0% | -0.9% | 0.347% | |
| 5/8/2025 | IFG Advisory LLC | 33,454 | $3.10M | 0.2% | +82.9% | 0.013% | |
| 5/8/2025 | Windward Private Wealth Management Inc. | 301,313 | $27.96M | 10.9% | +0.4% | 0.115% | |
| 5/8/2025 | TIAA Trust National Association | 4,642,676 | $430.79M | 1.3% | +0.4% | 1.769% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 46,003 | $4.27M | 0.1% | -19.5% | 0.018% | |
| 5/8/2025 | Commerce Bank | 391,749 | $36.35M | 0.2% | +4.3% | 0.149% | |
| 5/8/2025 | Moors & Cabot Inc. | 11,054 | $1.03M | 0.1% | +8.7% | 0.004% | |
| 5/8/2025 | Certified Advisory Corp | 44,796 | $4.16M | 0.5% | -29.1% | 0.017% | |
