| 5/2/2025 | Burns Matteson Capital Management LLC | 12,764 | $174K | 0.1% | +29.6% | 0.000% | |
| 5/2/2025 | Cable Hill Partners LLC | 20,082 | $275K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 3,343 | $46K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 17,323 | $243K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 16,576 | $226K | 0.0% | -4.2% | 0.000% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 51,126 | $696K | 0.0% | +51.6% | 0.001% | |
| 5/2/2025 | Whittier Trust Co. | 159,307 | $2.17M | 0.0% | +12.5% | 0.003% | |
| 5/2/2025 | Signaturefd LLC | 126,859 | $1.73M | 0.0% | +5.4% | 0.002% | |
| 5/1/2025 | Bleakley Financial Group LLC | 15,252 | $208K | 0.0% | +37.3% | 0.000% | |
| 5/1/2025 | Marks Group Wealth Management Inc | 68,299 | $930K | 0.1% | -23.7% | 0.001% | |
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| 5/1/2025 | Pittenger & Anderson Inc. | 14,743 | $201K | 0.0% | -49.7% | 0.000% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 47,321 | $645K | 0.1% | -30.7% | 0.001% | |
| 5/1/2025 | New York State Common Retirement Fund | 226,248 | $3.08M | 0.0% | N/A | 0.004% | |
| 5/1/2025 | Kathmere Capital Management LLC | 51,865 | $706K | 0.1% | +15.9% | 0.001% | |
| 5/1/2025 | Diversify Wealth Management LLC | 112,171 | $1.58M | 0.1% | +8.9% | 0.002% | |
| 5/1/2025 | Sage Rhino Capital LLC | 35,202 | $479K | 0.1% | -2.4% | 0.001% | |
| 4/30/2025 | Cerity Partners LLC | 345,340 | $4.70M | 0.0% | -11.6% | 0.006% | |
| 4/30/2025 | Leavell Investment Management Inc. | 55,258 | $753K | 0.0% | +97.5% | 0.001% | |
| 4/30/2025 | Greenleaf Trust | 80,553 | $1.10M | 0.0% | +2.0% | 0.001% | |
| 4/30/2025 | Optimum Investment Advisors | 137,603 | $1.87M | 0.9% | -0.7% | 0.002% | |
| 4/30/2025 | Personal CFO Solutions LLC | 31,321 | $427K | 0.1% | -14.6% | 0.001% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 17,317 | $236K | 0.0% | +14.2% | 0.000% | |
| 4/30/2025 | M&T Bank Corp | 33,612 | $457K | 0.0% | +13.9% | 0.001% | |
| 4/30/2025 | Brown Advisory Inc. | 29,907 | $407K | 0.0% | +190.3% | 0.001% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 22,114 | $301K | 0.1% | +3.5% | 0.000% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 1,296,544 | $17.66M | 0.3% | +5.8% | 0.022% | |
| 4/29/2025 | Callan Capital LLC | 36,127 | $492K | 0.0% | +35.0% | 0.001% | |
| 4/29/2025 | TD Private Client Wealth LLC | 13,626 | $186K | 0.0% | -24.1% | 0.000% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 3,737,775 | $50.91M | 0.0% | -19.7% | 0.064% | |
| 4/29/2025 | Penserra Capital Management LLC | 18,088 | $246K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 673,748 | $9.18M | 0.0% | +59.9% | 0.012% | |
| 4/29/2025 | World Investment Advisors | 23,454 | $319K | 0.0% | +84.8% | 0.000% | |
| 4/29/2025 | Wayfinding Financial LLC | 5,318 | $72K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 28,980 | $395K | 0.0% | -15.7% | 0.000% | |
| 4/29/2025 | 44 Wealth Management LLC | 10,797 | $147K | 0.1% | N/A | 0.000% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 44,358 | $604K | 0.0% | +14.6% | 0.001% | |
| 4/28/2025 | Ativo Capital Management LLC | 106,653 | $1.45M | 1.2% | -30.9% | 0.002% | |
| 4/28/2025 | First Horizon Advisors Inc. | 9,540 | $130K | 0.0% | -10.4% | 0.000% | |
| 4/28/2025 | Private Trust Co. NA | 2,607 | $36K | 0.0% | +224.7% | 0.000% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 51,444 | $701K | 0.1% | +7.1% | 0.001% | |
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| 4/28/2025 | Keybank National Association OH | 117,048 | $1.59M | 0.0% | -31.1% | 0.002% | |
| 4/28/2025 | Rossby Financial LCC | 6,224 | $89K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | DAVENPORT & Co LLC | 100,267 | $1.37M | 0.0% | -48.3% | 0.002% | |
| 4/28/2025 | Summit Trail Advisors LLC | 19,170 | $261K | 0.0% | +8.1% | 0.000% | |
| 4/25/2025 | Shilanski & Associates Inc. | 22,059 | $300K | 0.1% | -9.6% | 0.000% | |
| 4/25/2025 | Naviter Wealth LLC | 133,829 | $1.84M | 0.2% | -1.5% | 0.002% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 42,774 | $589K | 0.0% | +9.5% | 0.001% | |
| 4/24/2025 | Diversified Trust Co | 11,753 | $160K | 0.0% | -13.3% | 0.000% | |
| 4/24/2025 | PDS Planning Inc | 31,880 | $434K | 0.0% | +8.3% | 0.001% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 64,825 | $883K | 0.0% | +3.8% | 0.001% | |
| 4/23/2025 | Alpine Bank Wealth Management | 2,099 | $29K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 3,901 | $53K | 0.0% | +25.3% | 0.000% | |
| 4/23/2025 | St. Johns Investment Management Company LLC | 23,764 | $324K | 0.2% | -17.4% | 0.000% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 275,400 | $3.75M | 0.0% | -41.4% | 0.005% | |
| 4/22/2025 | Altrius Capital Management Inc | 680,861 | $9.27M | 2.3% | -11.8% | 0.012% | |
| 4/22/2025 | Stonegate Investment Group LLC | 63,745 | $868K | 0.0% | -67.2% | 0.001% | |
| 4/21/2025 | Blue Trust Inc. | 30,231 | $412K | 0.0% | +40.6% | 0.001% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 48,422 | $660K | 0.0% | -47.6% | 0.001% | |
| 4/18/2025 | Clarius Group LLC | 24,596 | $335K | 0.0% | +5.9% | 0.000% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 10,024 | $137K | 0.0% | -27.3% | 0.000% | |
| 4/18/2025 | Lesa Sroufe & Co | 312,840 | $4.26M | 4.3% | N/A | 0.005% | |
| 4/17/2025 | QRG Capital Management Inc. | 873,703 | $11.90M | 0.1% | -16.2% | 0.015% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 20,410 | $278K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | Adero Partners LLC | 13,220 | $180K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | Sowell Financial Services LLC | 17,907 | $244K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | CogentBlue Wealth Advisors LLC | 12,846 | $175K | 0.2% | N/A | 0.000% | |
| 4/17/2025 | Ritholtz Wealth Management | 478,174 | $6.51M | 0.2% | +2.6% | 0.008% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 34,767 | $474K | 0.0% | +3.6% | 0.001% | |
| 4/16/2025 | Elevation Point Wealth Partners LLC | 15,334 | $209K | 0.0% | N/A | 0.000% | |
| 4/15/2025 | Fifth Third Bancorp | 126,947 | $1.73M | 0.0% | -46.2% | 0.002% | |
| 4/15/2025 | Simon Quick Advisors LLC | 14,642 | $199K | 0.0% | N/A | 0.000% | |
| 4/15/2025 | Echo45 Advisors LLC | 13,985 | $190K | 0.1% | +13.0% | 0.000% | |
| 4/15/2025 | SG Americas Securities LLC | 108,025 | $1.47M | 0.0% | -24.0% | 0.002% | |
| 4/15/2025 | GAMMA Investing LLC | 16,135 | $220K | 0.0% | +48.5% | 0.000% | |
| 4/14/2025 | Farther Finance Advisors LLC | 72,273 | $992K | 0.0% | -15.9% | 0.001% | |
| 4/14/2025 | Park Avenue Securities LLC | 222,741 | $3.03M | 0.0% | -7.8% | 0.004% | |
| 4/14/2025 | UMB Bank n.a. | 5,826 | $79K | 0.0% | -32.8% | 0.000% | |
| 4/14/2025 | Sivia Capital Partners LLC | 21,973 | $299K | 0.1% | +6.8% | 0.000% | |
| 4/11/2025 | First Affirmative Financial Network | 16,881 | $230K | 0.1% | +6.2% | 0.000% | |
| 4/11/2025 | Procyon Advisors LLC | 11,718 | $160K | 0.0% | N/A | 0.000% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 251,085 | $3.42M | 0.2% | +32.7% | 0.004% | |
| 4/9/2025 | Merit Financial Group LLC | 14,420 | $196K | 0.0% | N/A | 0.000% | |
| 4/9/2025 | Wallace Advisory Group LLC | 16,838 | $229K | 0.2% | -10.3% | 0.000% | |
| 4/9/2025 | Legacy Wealth Asset Management LLC | 138,571 | $1.89M | 0.5% | -3.4% | 0.002% | |
| 4/8/2025 | Rhumbline Advisers | 94,647 | $1.29M | 0.0% | -15.4% | 0.002% | |
| 4/8/2025 | Rothschild Investment LLC | 3,098 | $42K | 0.0% | -32.7% | 0.000% | |
| 4/8/2025 | Welch Group LLC | 63,173 | $867K | 0.0% | -7.2% | 0.001% | |
| 4/8/2025 | Parallel Advisors LLC | 27,222 | $371K | 0.0% | +20.1% | 0.000% | |
| 4/7/2025 | Summit Global Investments | 178,775 | $2.44M | 0.2% | -66.9% | 0.003% | |
| 4/7/2025 | GAMMA Investing LLC | 219,759 | $2.99M | 0.0% | +1,922.4% | 0.004% | |
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| 4/3/2025 | Versant Capital Management Inc | 36,124 | $492K | 0.1% | +552.8% | 0.001% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 33,545 | $326K | 0.0% | +20.6% | 0.001% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 14,972 | $146K | 0.0% | -49.0% | 0.000% | |
| 2/21/2025 | Ascent Group LLC | 22,080 | $215K | 0.0% | -4.0% | 0.000% | |
| 2/20/2025 | Forum Financial Management LP | 70,543 | $686K | 0.0% | +10.3% | 0.001% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 22,960 | $223K | 0.0% | N/A | 0.000% | |
| 2/18/2025 | CSS LLC IL | 35,160 | $342K | 0.0% | N/A | 0.001% | |
| 2/17/2025 | Vident Advisory LLC | 172,822 | $1.68M | 0.0% | -4.1% | 0.003% | |
| 2/17/2025 | Westwood Holdings Group Inc. | 12,785 | $124K | 0.0% | -7.4% | 0.000% | |
| 2/17/2025 | Point72 Asset Management L.P. | 307,720 | $2.99M | 0.0% | +122.2% | 0.005% | |
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