| 7/11/2025 | Vanguard Capital Wealth Advisors | 8,007 | $1.68M | 1.7% | +3.4% | 0.001% | |
| 7/11/2025 | Petredis Investment Advisors LLC | 20,570 | $4.31M | 0.4% | +1.7% | 0.003% | |
| 7/11/2025 | Annex Advisory Services LLC | 990 | $207K | 0.0% | N/A | 0.000% | |
| 7/11/2025 | Compass Ion Advisors LLC | 1,016 | $213K | 0.0% | N/A | 0.000% | |
| 7/11/2025 | Orrstown Financial Services Inc. | 1,281 | $268K | 0.1% | -3.4% | 0.000% | |
| 7/11/2025 | First PREMIER Bank | 844 | $177K | 0.0% | +13.4% | 0.000% | |
| 7/11/2025 | Farther Finance Advisors LLC | 12,511 | $2.62M | 0.1% | +15.8% | 0.002% | |
| 7/11/2025 | Busey Bank | 6,732 | $1.41M | 0.0% | +3.3% | 0.001% | |
| 7/11/2025 | CX Institutional | 5,798 | $1.22M | 0.0% | +21.4% | 0.001% | |
| 7/11/2025 | UMB Bank n.a. | 19,053 | $3.99M | 0.1% | -2.6% | 0.003% | |
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| 7/11/2025 | AFG Fiduciary Services Limited Partnership | 1,020 | $214K | 0.1% | N/A | 0.000% | |
| 7/11/2025 | CMH Wealth Management LLC | 55,490 | $11.63M | 2.7% | -0.4% | 0.007% | |
| 7/11/2025 | Marshall & Sullivan Inc. WA | 518 | $109K | 0.1% | N/A | 0.000% | |
| 7/11/2025 | Wright Investors Service Inc. | 8,740 | $1.83M | 0.6% | N/A | 0.001% | |
| 7/11/2025 | Lantz Financial LLC | 3,072 | $644K | 0.2% | +1.5% | 0.000% | |
| 7/11/2025 | Thomasville National Bank | 3,759 | $788K | 0.1% | +2.8% | 0.000% | |
| 7/11/2025 | Essex Savings Bank | 3,632 | $761K | 0.2% | -4.5% | 0.000% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 3,790 | $794K | 0.1% | +5.9% | 0.001% | |
| 7/11/2025 | Diversified Trust Co | 2,832 | $593K | 0.0% | +6.5% | 0.000% | |
| 7/11/2025 | Bell Bank | 1,062 | $223K | 0.0% | N/A | 0.000% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 1,806,226 | $378.46M | 0.1% | N/A | 0.240% | |
| 7/11/2025 | IFM Investors Pty Ltd | 65,546 | $13.73M | 0.1% | +132.4% | 0.009% | |
| 7/11/2025 | Grove Bank & Trust | 1,201 | $252K | 0.0% | +4.5% | 0.000% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 323 | $68K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Triangle Securities Wealth Management | 1,999 | $419K | 0.1% | -8.6% | 0.000% | |
| 7/10/2025 | McHugh Group LLC | 2,580 | $541K | 0.4% | -3.7% | 0.000% | |
| 7/10/2025 | Piscataqua Savings Bank | 145 | $30K | 0.0% | +1,712.5% | 0.000% | |
| 7/10/2025 | Burns J W & Co. Inc. NY | 12,312 | $2.58M | 0.3% | -3.5% | 0.002% | |
| 7/10/2025 | Worth Asset Management LLC | 6,368 | $1.33M | 0.7% | N/A | 0.001% | |
| 7/10/2025 | Moody National Bank Trust Division | 1,836 | $385K | 0.0% | +2.7% | 0.000% | |
| 7/10/2025 | Global Financial Private Client LLC | 3,985 | $835K | 0.3% | +3.7% | 0.001% | |
| 7/10/2025 | HF Advisory Group LLC | 2,949 | $618K | 0.2% | -10.0% | 0.000% | |
| 7/10/2025 | Rockland Trust Co. | 2,472 | $518K | 0.0% | +19.4% | 0.000% | |
| 7/10/2025 | Ferguson Wellman Capital Management Inc. | 5,725 | $1.20M | 0.0% | -16.4% | 0.001% | |
| 7/10/2025 | Baker Tilly Wealth Management LLC | 11,971 | $2.51M | 0.9% | -3.2% | 0.002% | |
| 7/10/2025 | Fulton Bank N.A. | 1,572 | $329K | 0.0% | -3.5% | 0.000% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 62,093 | $13.41M | 0.4% | -0.3% | 0.008% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 354,501 | $76.54M | 0.1% | -26.0% | 0.047% | |
| 7/10/2025 | Wedmont Private Capital | 6,952 | $1.58M | 0.1% | +17.7% | 0.001% | |
| 7/10/2025 | Secure Asset Management LLC | 5,775 | $1.21M | 0.2% | +19.6% | 0.001% | |
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| 7/10/2025 | Baader Bank Aktiengesellschaft | 2,581 | $541K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 335,372 | $70.27M | 0.6% | +6.3% | 0.044% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 16,387 | $3.43M | 0.3% | +13.0% | 0.002% | |
| 7/10/2025 | Focus Financial Network Inc. | 11,835 | $2.48M | 0.1% | +2.2% | 0.002% | |
| 7/10/2025 | Arbor Wealth Advisors LLC | 5,239 | $1.10M | 0.9% | N/A | 0.001% | |
| 7/10/2025 | Sovran Advisors LLC | 3,552 | $776K | 0.1% | +1.8% | 0.000% | |
| 7/10/2025 | Financial Management Network Inc. | 4,578 | $989K | 0.2% | +2.9% | 0.001% | |
| 7/10/2025 | Jackson Square Capital LLC | 20,998 | $4.40M | 1.0% | N/A | 0.003% | |
| 7/9/2025 | Sivia Capital Partners LLC | 1,529 | $320K | 0.1% | +16.5% | 0.000% | |
| 7/9/2025 | Intelligence Driven Advisers LLC | 9,680 | $2.03M | 0.3% | N/A | 0.001% | |
| 7/9/2025 | Central Valley Advisors LLC | 1,602 | $336K | 0.1% | -11.1% | 0.000% | |
| 7/9/2025 | Radnor Capital Management LLC | 8,144 | $1.71M | 0.3% | +57.5% | 0.001% | |
| 7/9/2025 | Pines Wealth Management LLC | 1,520 | $328K | 0.1% | +4.3% | 0.000% | |
| 7/9/2025 | Procyon Advisors LLC | 7,298 | $1.53M | 0.1% | -87.8% | 0.001% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 3,449 | $723K | 0.0% | +40.4% | 0.000% | |
| 7/9/2025 | GSG Advisors LLC | 1,575 | $330K | 0.1% | +3.7% | 0.000% | |
| 7/9/2025 | Gateway Investment Advisers LLC | 177,629 | $37.22M | 0.4% | -0.1% | 0.024% | |
| 7/9/2025 | Goelzer Investment Management Inc. | 3,001 | $629K | 0.0% | -2.0% | 0.000% | |
| 7/9/2025 | Fermata Advisors LLC | 1,127 | $236K | 0.1% | N/A | 0.000% | |
| 7/9/2025 | Aaron Wealth Advisors LLC | 3,945 | $827K | 0.1% | +35.1% | 0.001% | |
| 7/9/2025 | Breakwater Capital Group | 3,170 | $664K | 0.1% | +9.3% | 0.000% | |
| 7/9/2025 | Inspirion Wealth Advisors LLC | 1,672 | $350K | 0.0% | +34.8% | 0.000% | |
| 7/9/2025 | Alesco Advisors LLC | 1,154 | $242K | 0.0% | N/A | 0.000% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 1,013 | $212K | 0.0% | N/A | 0.000% | |
| 7/9/2025 | Fiduciary Alliance LLC | 6,034 | $1.26M | 0.1% | +154.7% | 0.001% | |
| 7/9/2025 | Exchange Bank | 988 | $207K | 0.2% | N/A | 0.000% | |
| 7/9/2025 | Triumph Capital Management | 3,295 | $690K | 0.2% | -60.1% | 0.000% | |
| 7/9/2025 | Emprise Bank | 1,793 | $376K | 0.2% | -7.7% | 0.000% | |
| 7/9/2025 | Byrne Asset Management LLC | 4,052 | $849K | 0.6% | +8.2% | 0.001% | |
| 7/9/2025 | Key Client Fiduciary Advisors LLC | 1,376 | $288K | 0.1% | -7.7% | 0.000% | |
| 7/9/2025 | MFG Wealth Management Inc. | 14,978 | $3.14M | 2.6% | +20.2% | 0.002% | |
| 7/9/2025 | Bay Rivers Group | 7,400 | $1.55M | 0.7% | +3.3% | 0.001% | |
| 7/9/2025 | Westmount Partners LLC | 3,408 | $714K | 0.2% | +5.2% | 0.000% | |
| 7/9/2025 | Czech National Bank | 184,270 | $38.61M | 0.3% | +6.9% | 0.024% | |
| 7/9/2025 | Sandy Cove Advisors LLC | 1,016 | $213K | 0.1% | N/A | 0.000% | |
| 7/9/2025 | ACT Wealth Management LLC | 1,076 | $226K | 0.1% | N/A | 0.000% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 3,990 | $836K | 0.0% | -2.2% | 0.001% | |
| 7/8/2025 | Little House Capital LLC | 6,291 | $1.32M | 0.3% | N/A | 0.001% | |
| 7/8/2025 | First National Corp MA ADV | 1,150 | $241K | 0.0% | -7.6% | 0.000% | |
| 7/8/2025 | Everpar Advisors LLC | 4,007 | $840K | 0.4% | -8.8% | 0.001% | |
| 7/8/2025 | Parisi Gray Wealth Management | 3,965 | $831K | 0.2% | +97.3% | 0.001% | |
| 7/8/2025 | Next Level Private LLC | 34,873 | $7.31M | 2.4% | +3.8% | 0.005% | |
| 7/8/2025 | Arlington Trust Co LLC | 143 | $30K | 0.0% | -74.1% | 0.000% | |
| 7/8/2025 | Bourne Lent Asset Management Inc. | 1,750 | $367K | 0.1% | +12.9% | 0.000% | |
| 7/8/2025 | Adamsbrown Wealth Consultants LLC | 2,416 | $506K | 0.1% | +5.9% | 0.000% | |
| 7/8/2025 | Ransom Advisory Ltd | 3,050 | $639K | 0.3% | -10.3% | 0.000% | |
| 7/8/2025 | Rise Advisors LLC | 2,864 | $600K | 0.2% | -2.5% | 0.000% | |
| 7/8/2025 | Atlas Brown Inc. | 6,498 | $1.36M | 0.4% | +0.7% | 0.001% | |
| 7/8/2025 | Advance Capital Management Inc. | 1,123 | $235K | 0.0% | N/A | 0.000% | |
| 7/8/2025 | Canandaigua National Trust Co of Florida | 3,907 | $819K | 0.6% | +67.1% | 0.001% | |
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| 7/8/2025 | Canandaigua National Bank & Trust Co. | 14,780 | $3.10M | 0.3% | +8.0% | 0.002% | |
| 7/8/2025 | RMR Wealth Builders | 1,779 | $373K | 0.0% | +3.3% | 0.000% | |
| 7/8/2025 | Goldstone Financial Group LLC | 3,868 | $835K | 0.1% | +137.3% | 0.001% | |
| 7/8/2025 | Apella Capital LLC | 9,544 | $2.09M | 0.1% | -6.4% | 0.001% | |
| 7/8/2025 | First International Bank & Trust | 1,000 | $210K | 0.1% | N/A | 0.000% | |
| 7/8/2025 | Legacy Private Trust Co. | 16,784 | $3.52M | 0.2% | +15.0% | 0.002% | |
| 7/8/2025 | Gradient Investments LLC | 4,726 | $990K | 0.0% | -14.3% | 0.001% | |
| 7/8/2025 | GK Wealth Management LLC | 4,615 | $967K | 0.9% | +52.4% | 0.001% | |
| 7/8/2025 | Madison Park Capital Advisors LLC | 1,047 | $219K | 0.2% | -46.3% | 0.000% | |
| 7/7/2025 | Hoertkorn Richard Charles | 33,583 | $7.04M | 3.0% | -0.3% | 0.004% | |
