| 8/8/2025 | Cetera Investment Advisers | 126,153 | $5.15M | 0.0% | -3.2% | 0.114% | |
| 8/8/2025 | Creative Planning | 14,669 | $599K | 0.0% | +19.5% | 0.013% | |
| 8/7/2025 | Boston Partners | 37,264 | $1.52M | 0.0% | -1.0% | 0.034% | |
| 8/7/2025 | Allworth Financial LP | 6,615 | $270K | 0.0% | +1,102.7% | 0.006% | |
| 8/7/2025 | Americana Partners LLC | 5,062 | $207K | 0.0% | N/A | 0.005% | |
| 8/7/2025 | Future Fund LLC | 13,044 | $533K | 0.2% | +10.2% | 0.012% | |
| 8/6/2025 | Prospera Financial Services Inc | 14,376 | $587K | 0.0% | +10.3% | 0.013% | |
| 8/6/2025 | Wedbush Securities Inc. | 8,680 | $354K | 0.0% | -10.8% | 0.008% | |
| 8/6/2025 | Zevin Asset Management LLC | 6,863 | $280K | 0.0% | -33.4% | 0.006% | |
| 8/6/2025 | Moors & Cabot Inc. | 60,134 | $2.46M | 0.1% | -2.9% | 0.054% | |
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| 8/5/2025 | HFG Advisors Inc. | 6,560 | $268K | 0.2% | -4.9% | 0.006% | |
| 8/4/2025 | Canton Hathaway LLC | 27,000 | $1.10M | 0.2% | +25.7% | 0.024% | |
| 8/1/2025 | Bessemer Group Inc. | 4,001 | $163K | 0.0% | N/A | 0.004% | |
| 8/1/2025 | Brookwood Investment Group LLC | 27,344 | $1.12M | 0.2% | +76.5% | 0.025% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 7,720 | $320K | 0.1% | N/A | 0.007% | |
| 7/30/2025 | D.A. Davidson & CO. | 149,922 | $6.12M | 0.0% | +1.4% | 0.135% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 6,165 | $252K | 0.0% | +12.8% | 0.006% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 12,901 | $527K | 0.0% | -2.6% | 0.012% | |
| 7/28/2025 | Disciplined Equity Management Inc. | 60,293 | $2.46M | 1.4% | +12.1% | 0.054% | |
| 7/25/2025 | MGO One Seven LLC | 27,882 | $1.14M | 0.0% | -2.6% | 0.025% | |
| 7/25/2025 | Joel Adams & Associates Inc. | 5,000 | $204K | 0.2% | N/A | 0.005% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 17,256 | $705K | 0.0% | +2.8% | 0.016% | |
| 7/25/2025 | Apollon Wealth Management LLC | 25,635 | $1.05M | 0.0% | +24.9% | 0.023% | |
| 7/23/2025 | Birinyi Associates Inc. | 10,261 | $419K | 0.1% | -8.6% | 0.009% | |
| 7/23/2025 | Tyche Wealth Partners LLC | 5,000 | $204K | 0.0% | N/A | 0.005% | |
| 7/22/2025 | Belpointe Asset Management LLC | 19,311 | $788K | 0.0% | -12.0% | 0.017% | |
| 7/22/2025 | DAVENPORT & Co LLC | 37,022 | $1.51M | 0.0% | +0.8% | 0.033% | |
| 7/22/2025 | Highland Capital Management LLC | 34,915 | $1.43M | 0.1% | +112.5% | 0.032% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 22,079 | $901K | 0.0% | -2.6% | 0.020% | |
| 7/18/2025 | CHURCHILL MANAGEMENT Corp | 314,844 | $12.86M | 0.1% | -2.0% | 0.284% | |
| 7/18/2025 | Chelsea Counsel Co. | 95,330 | $3.89M | 1.9% | +807.9% | 0.086% | |
| 7/18/2025 | PFG Investments LLC | 9,923 | $405K | 0.0% | +66.5% | 0.009% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 103,869 | $4.24M | 0.0% | -3.6% | 0.094% | |
| 7/16/2025 | FCG Investment Co | 8,873 | $362K | 0.2% | N/A | 0.008% | |
| 7/15/2025 | Northside Capital Management LLC | 13,625 | $556K | 0.0% | N/A | 0.012% | |
| 7/14/2025 | CHICAGO TRUST Co NA | 6,000 | $245K | 0.0% | N/A | 0.005% | |
| 7/11/2025 | Farther Finance Advisors LLC | 11,512 | $470K | 0.0% | +66.5% | 0.010% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 5,168,578 | $193.76M | 0.0% | N/A | 4.669% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 183,021 | $7.52M | 0.0% | +0.2% | 0.165% | |
| 7/9/2025 | New England Research & Management Inc. | 9,900 | $404K | 0.2% | -14.7% | 0.009% | |
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| 5/22/2025 | Chelsea Counsel Co. | 10,500 | $402K | 0.2% | N/A | 0.009% | |
| 5/20/2025 | Belpointe Asset Management LLC | 21,950 | $841K | 0.0% | +3.6% | 0.020% | |
| 5/20/2025 | Focus Partners Wealth | 27,375 | $1.05M | 0.0% | +43.5% | 0.025% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 916,574 | $35.11M | 0.0% | +51.8% | 0.828% | |
| 5/16/2025 | Ursa Fund Management LLC | 200,000 | $7.66M | 19.7% | N/A | 0.181% | |
| 5/16/2025 | American Trust Investment Advisors LLC | 22,545 | $864K | 0.4% | +12.3% | 0.020% | |
| 5/16/2025 | 683 Capital Management LLC | 525,825 | $20.14M | 1.4% | N/A | 0.475% | |
| 5/15/2025 | Royal Bank of Canada | 88,378 | $3.39M | 0.0% | -5.0% | 0.080% | |
| 5/15/2025 | Beck Mack & Oliver LLC | 8,858 | $339K | 0.0% | +15.7% | 0.008% | |
| 5/15/2025 | Alpine Global Management LLC | 79,979 | $3.06M | 0.8% | N/A | 0.072% | |
| 5/15/2025 | MAI Capital Management | 13,229 | $507K | 0.0% | +5.9% | 0.012% | |
| 5/15/2025 | Nomura Holdings Inc. | 136,890 | $5.24M | 0.0% | +95.6% | 0.124% | |
| 5/15/2025 | Second Line Capital LLC | 8,155 | $312K | 0.1% | -4.1% | 0.007% | |
| 5/15/2025 | Vident Advisory LLC | 13,467 | $516K | 0.0% | N/A | 0.012% | |
| 5/15/2025 | State of Wyoming | 8,868 | $340K | 0.0% | -15.2% | 0.008% | |
| 5/15/2025 | Callodine Capital Management LP | 174,060 | $6.67M | 1.1% | -3.3% | 0.157% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 15,061 | $577K | 0.4% | N/A | 0.014% | |
| 5/14/2025 | CreativeOne Wealth LLC | 5,371 | $206K | 0.0% | N/A | 0.005% | |
| 5/14/2025 | Gamco Investors INC. ET AL | 71,998 | $2.76M | 0.0% | +1.9% | 0.065% | |
| 5/14/2025 | Gabelli Funds LLC | 195,000 | $7.47M | 0.1% | +84.0% | 0.176% | |
| 5/14/2025 | Epoch Investment Partners Inc. | 150,142 | $5.75M | 0.0% | -13.7% | 0.136% | |
| 5/14/2025 | Virtus Advisers LLC | 15,613 | $598K | 0.8% | N/A | 0.014% | |
| 5/14/2025 | Jump Financial LLC | 100,318 | $3.84M | 0.1% | +238.9% | 0.091% | |
| 5/14/2025 | SVB Wealth LLC | 825 | $32K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Bahl & Gaynor Inc. | 18,600 | $713K | 0.0% | N/A | 0.017% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 17,502 | $671K | 0.0% | +7.5% | 0.016% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 6,117 | $234K | 0.0% | -16.1% | 0.006% | |
| 5/14/2025 | Kestra Advisory Services LLC | 78,740 | $3.02M | 0.0% | -20.4% | 0.071% | |
| 5/13/2025 | Freestone Capital Holdings LLC | 8,801 | $337K | 0.0% | +12.8% | 0.008% | |
| 5/13/2025 | Raymond James Financial Inc. | 178,900 | $6.85M | 0.0% | -0.7% | 0.162% | |
| 5/13/2025 | American Century Companies Inc. | 1,734,767 | $66.46M | 0.0% | -42.7% | 1.567% | |
| 5/13/2025 | Boston Partners | 37,622 | $1.44M | 0.0% | -3.0% | 0.034% | |
| 5/13/2025 | HighTower Advisors LLC | 31,436 | $1.20M | 0.0% | -12.5% | 0.028% | |
| 5/12/2025 | Independent Advisor Alliance | 8,360 | $320K | 0.0% | -12.2% | 0.008% | |
| 5/12/2025 | Invesco Ltd. | 325,018 | $12.45M | 0.0% | +45.1% | 0.294% | |
| 5/12/2025 | Zions Bancorporation National Association UT | 2,000 | $77K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | Roberts Glore & Co. Inc. IL | 5,485 | $210K | 0.1% | -9.3% | 0.005% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 7,134 | $273K | 0.0% | -4.5% | 0.006% | |
| 5/9/2025 | Costello Asset Management INC | 1,900 | $73K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 7,792 | $298K | 0.0% | +3.9% | 0.007% | |
| 5/9/2025 | IPG Investment Advisors LLC | 6,025 | $231K | 0.1% | -8.8% | 0.005% | |
| 5/9/2025 | Argent Trust Co | 72,831 | $2.79M | 0.1% | +1.5% | 0.066% | |
| 5/8/2025 | Moors & Cabot Inc. | 61,940 | $2.37M | 0.1% | +5.3% | 0.056% | |
| 5/8/2025 | US Bancorp DE | 14,620 | $560K | 0.0% | +44.0% | 0.013% | |
| 5/8/2025 | XTX Topco Ltd | 7,873 | $302K | 0.0% | N/A | 0.007% | |
| 5/7/2025 | Mackenzie Financial Corp | 14,620 | $560K | 0.0% | N/A | 0.013% | |
| 5/7/2025 | LPL Financial LLC | 380,837 | $14.59M | 0.0% | +2.6% | 0.344% | |
| 5/6/2025 | Nicholas Wealth LLC. | 23,283 | $892K | 0.5% | N/A | 0.021% | |
| 5/6/2025 | Cetera Investment Advisers | 130,317 | $4.99M | 0.0% | -2.2% | 0.118% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 16,458 | $631K | 0.0% | -1.6% | 0.015% | |
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| 5/6/2025 | Brookwood Investment Group LLC | 15,495 | $594K | 0.1% | N/A | 0.014% | |
| 5/6/2025 | Wedbush Securities Inc. | 9,730 | $373K | 0.0% | -9.7% | 0.009% | |
| 5/6/2025 | Proficio Capital Partners LLC | 13,355 | $514K | 0.0% | N/A | 0.012% | |
| 5/6/2025 | Four Tree Island Advisory LLC | 208,083 | $7.97M | 5.6% | -11.2% | 0.188% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 26,423 | $1.01M | 0.0% | -90.8% | 0.024% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 5,904 | $226K | 0.0% | +4.6% | 0.005% | |
| 5/5/2025 | Formidable Asset Management LLC | 22,320 | $855K | 0.1% | -5.3% | 0.020% | |
| 5/5/2025 | Private Advisor Group LLC | 46,939 | $1.80M | 0.0% | +4.6% | 0.042% | |
| 5/5/2025 | Jennison Associates LLC | 911,558 | $34.92M | 0.0% | -3.0% | 0.823% | |
| 5/2/2025 | Mountain Hill Investment Partners Corp. | 1,000 | $38K | 0.0% | N/A | 0.001% | |
