| 8/1/2025 | Jennison Associates LLC | 725,211 | $22.49M | 0.0% | -0.4% | 0.033% | |
| 8/1/2025 | Auto Owners Insurance Co | 1,000,000 | $31.01M | 0.7% | +122.2% | 0.046% | |
| 8/1/2025 | Private Wealth Partners LLC | 89,600 | $2.78M | 0.2% | +28.9% | 0.004% | |
| 8/1/2025 | Purkiss Capital Advisors LLC | 12,115 | $376K | 0.2% | +14.3% | 0.001% | |
| 8/1/2025 | GWN Securities Inc. | 6,932 | $215K | 0.0% | -90.1% | 0.000% | |
| 8/1/2025 | SYM FINANCIAL Corp | 11,054 | $343K | 0.0% | N/A | 0.001% | |
| 8/1/2025 | Bessemer Group Inc. | 102,339 | $3.17M | 0.0% | -8.3% | 0.005% | |
| 8/1/2025 | Brookwood Investment Group LLC | 16,256 | $504K | 0.1% | -6.3% | 0.001% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 47,541 | $1.47M | 0.3% | +14.3% | 0.002% | |
| 8/1/2025 | Baer Investment Advisory LLC | 64,667 | $2.01M | 2.9% | +47.4% | 0.003% | |
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| 8/1/2025 | Delta Investment Management LLC | 350,332 | $10.86M | 2.1% | +2.7% | 0.016% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 614,093 | $19.04M | 0.0% | +4.5% | 0.028% | |
| 8/1/2025 | Chilton Capital Management LLC | 218,142 | $6.77M | 0.2% | -2.0% | 0.010% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 10,493 | $325K | 0.0% | +19.9% | 0.000% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 87,551 | $2.72M | 0.0% | +1.4% | 0.004% | |
| 7/31/2025 | Perissos Private Wealth Management LLC | 30,448 | $944K | 0.7% | -15.3% | 0.001% | |
| 7/31/2025 | Ballast Advisors LLC | 310,856 | $9.64M | 2.8% | +3.6% | 0.014% | |
| 7/31/2025 | Whipplewood Advisors LLC | 61,190 | $1.90M | 1.0% | +77,355.7% | 0.003% | |
| 7/31/2025 | Brighton Jones LLC | 36,760 | $1.14M | 0.0% | +12.9% | 0.002% | |
| 7/31/2025 | Kornitzer Capital Management Inc. KS | 51,920 | $1.61M | 0.0% | +4.0% | 0.002% | |
| 7/31/2025 | Leavell Investment Management Inc. | 65,935 | $2.05M | 0.1% | -2.0% | 0.003% | |
| 7/31/2025 | BIP Wealth LLC | 23,182 | $719K | 0.0% | -3.8% | 0.001% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 49,630 | $1.54M | 0.0% | N/A | 0.002% | |
| 7/31/2025 | Insight Wealth Partners LLC | 6,564 | $204K | 0.1% | N/A | 0.000% | |
| 7/31/2025 | CNB Bank | 7,000 | $217K | 0.1% | +15.9% | 0.000% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 75,000 | $2.33M | 0.0% | -15.7% | 0.003% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 31,845 | $988K | 0.1% | -6.9% | 0.001% | |
| 7/31/2025 | Jackson Hole Capital Partners LLC | 238,489 | $7.40M | 1.4% | +14.9% | 0.011% | |
| 7/31/2025 | Catalyst Capital Advisors LLC | 564,894 | $17.52M | 0.4% | +1.7% | 0.026% | |
| 7/31/2025 | 180 Wealth Advisors LLC | 37,294 | $1.16M | 0.2% | +18.5% | 0.002% | |
| 7/31/2025 | Carnegie Investment Counsel | 35,443 | $1.10M | 0.0% | -5.8% | 0.002% | |
| 7/31/2025 | Avion Wealth | 54,809 | $1.70M | 0.4% | -7.6% | 0.003% | |
| 7/31/2025 | WFA Asset Management Corp | 9,319 | $270K | 0.2% | +7.6% | 0.000% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 57,237 | $1.79M | 0.3% | -0.7% | 0.003% | |
| 7/30/2025 | Cornerstone Advisory LLC | 37,105 | $1.15M | 0.1% | +9.0% | 0.002% | |
| 7/30/2025 | Bleakley Financial Group LLC | 23,109 | $717K | 0.0% | +4.2% | 0.001% | |
| 7/30/2025 | Principle Wealth Partners LLC | 10,492 | $325K | 0.0% | -5.8% | 0.000% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 19,335 | $600K | 0.0% | -2.8% | 0.001% | |
| 7/30/2025 | Steel Grove Capital Advisors LLC | 97,965 | $3.04M | 0.4% | +6.0% | 0.005% | |
| 7/30/2025 | Brookstone Capital Management | 24,547 | $761K | 0.0% | -36.8% | 0.001% | |
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| 7/30/2025 | Private Capital Advisors Inc. | 530,948 | $16.47M | 2.0% | +0.8% | 0.024% | |
| 7/30/2025 | D.A. Davidson & CO. | 489,495 | $15.18M | 0.1% | -1.3% | 0.023% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 49,489 | $1.54M | 0.0% | -41.5% | 0.002% | |
| 7/30/2025 | Sanders Morris Harris LLC | 735,070 | $22.80M | 5.4% | -12.8% | 0.034% | |
| 7/30/2025 | Probity Advisors Inc. | 8,347 | $259K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 75,287 | $2.34M | 0.1% | +18.6% | 0.003% | |
| 7/30/2025 | Bogart Wealth LLC | 42,790 | $1.33M | 0.1% | +1.2% | 0.002% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 10,679 | $331K | 0.1% | +20.2% | 0.000% | |
| 7/30/2025 | Schnieders Capital Management LLC | 58,918 | $1.83M | 0.3% | +9.3% | 0.003% | |
| 7/30/2025 | CORDA Investment Management LLC. | 38,060 | $1.18M | 0.1% | +6.6% | 0.002% | |
| 7/29/2025 | FLC Capital Advisors | 114,920 | $3.56M | 0.7% | -3.2% | 0.005% | |
| 7/29/2025 | Stephens Inc. AR | 530,446 | $16.88M | 0.2% | +15.4% | 0.024% | |
| 7/29/2025 | Balboa Wealth Partners | 7,043 | $218K | 0.0% | -21.2% | 0.000% | |
| 7/29/2025 | Violich Capital Management Inc. | 15,300 | $474K | 0.1% | -14.0% | 0.001% | |
| 7/29/2025 | Burford Brothers Inc. | 32,671 | $1.01M | 0.5% | +3.8% | 0.002% | |
| 7/29/2025 | International Assets Investment Management LLC | 39,420 | $1.22M | 0.1% | -7.8% | 0.002% | |
| 7/29/2025 | Spirit of America Management Corp NY | 184,136 | $5.71M | 1.2% | -17.7% | 0.008% | |
| 7/29/2025 | Hamlin Capital Management LLC | 4,995,047 | $154.90M | 3.6% | +1.8% | 0.230% | |
| 7/29/2025 | Stanley Laman Group Ltd. | 8,204 | $254K | 0.0% | -26.8% | 0.000% | |
| 7/29/2025 | Carmel Capital Partners LLC | 8,973 | $278K | 0.1% | -4.0% | 0.000% | |
| 7/29/2025 | Chevy Chase Trust Holdings LLC | 8,500 | $264K | 0.0% | +13.3% | 0.000% | |
| 7/29/2025 | Tweedy Browne Co LLC | 108,435 | $3.36M | 0.3% | -2.7% | 0.005% | |
| 7/29/2025 | Arista Wealth Management LLC | 19,300 | $598K | 0.1% | N/A | 0.001% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 138,898 | $4.31M | 0.1% | +5.0% | 0.006% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 14,091 | $437K | 0.1% | +13.1% | 0.001% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 19,134 | $593K | 0.0% | -4.9% | 0.001% | |
| 7/29/2025 | Angeles Wealth Management LLC | 31,083 | $964K | 0.1% | -13.3% | 0.001% | |
| 7/29/2025 | Oxbow Advisors LLC | 1,342,274 | $41.62M | 4.5% | -1.2% | 0.062% | |
| 7/29/2025 | Smithbridge Asset Management Inc. DE | 53,027 | $1.64M | 0.3% | -20.7% | 0.002% | |
| 7/29/2025 | Empirical Asset Management LLC | 16,906 | $524K | 0.2% | +2.8% | 0.001% | |
| 7/29/2025 | Aire Advisors LLC | 6,993 | $217K | 0.0% | -5.1% | 0.000% | |
| 7/28/2025 | Turtle Creek Wealth Advisors LLC | 153,695 | $4.77M | 0.6% | +57.5% | 0.007% | |
| 7/28/2025 | Allianz Asset Management GmbH | 1,312,355 | $40.70M | 0.0% | -29.5% | 0.061% | |
| 7/28/2025 | Bridges Investment Management Inc. | 203,738 | $6.32M | 0.1% | +5.9% | 0.009% | |
| 7/28/2025 | Patten & Patten Inc. TN | 16,570 | $514K | 0.0% | -3.6% | 0.001% | |
| 7/28/2025 | Callahan Advisors LLC | 83,620 | $2.59M | 0.2% | -5.3% | 0.004% | |
| 7/28/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 286,250 | $8.88M | 0.5% | +0.5% | 0.013% | |
| 7/28/2025 | Mutual Advisors LLC | 213,827 | $6.75M | 0.2% | +5.3% | 0.010% | |
| 7/28/2025 | Ritholtz Wealth Management | 44,584 | $1.38M | 0.0% | +3.4% | 0.002% | |
| 7/28/2025 | Harbour Investments Inc. | 31,775 | $985K | 0.0% | +2.1% | 0.001% | |
| 7/28/2025 | Mitchell Mcleod Pugh & Williams Inc. | 53,077 | $1.65M | 0.3% | +1.3% | 0.002% | |
| 7/28/2025 | Edmp Inc. | 71,662 | $2.22M | 1.9% | -1.8% | 0.003% | |
| 7/28/2025 | Morningstar Investment Management LLC | 45,093 | $1.40M | 0.1% | +2.5% | 0.002% | |
| 7/28/2025 | RFG Advisory LLC | 20,919 | $649K | 0.0% | +4.3% | 0.001% | |
| 7/28/2025 | Naviter Wealth LLC | 10,739 | $333K | 0.0% | +33.0% | 0.000% | |
| 7/28/2025 | Penbrook Management LLC | 11,427 | $354K | 0.3% | -4.7% | 0.001% | |
| 7/28/2025 | Cornerstone Wealth Group LLC | 7,456 | $231K | 0.0% | N/A | 0.000% | |
| 7/25/2025 | NorthRock Partners LLC | 33,582 | $1.04M | 0.0% | -11.5% | 0.002% | |
| 7/25/2025 | Verdence Capital Advisors LLC | 12,336 | $383K | 0.0% | +4.7% | 0.001% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 55,437 | $1.73M | 0.0% | -71.6% | 0.003% | |
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| 7/25/2025 | Sequoia Financial Advisors LLC | 25,682 | $796K | 0.0% | +4.2% | 0.001% | |
| 7/25/2025 | M.E. Allison & CO. Inc. | 7,478 | $232K | 0.2% | N/A | 0.000% | |
| 7/25/2025 | MGO One Seven LLC | 59,590 | $1.85M | 0.1% | +9.4% | 0.003% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 45,164 | $1.40M | 0.2% | +82.8% | 0.002% | |
| 7/25/2025 | Quantum Financial Planning Services Inc. | 10,000 | $310K | 0.1% | N/A | 0.000% | |
| 7/25/2025 | CWM LLC | 121,883 | $3.78M | 0.0% | +23.8% | 0.006% | |
| 7/25/2025 | Sippican Capital Advisors | 20,380 | $632K | 0.5% | +3.3% | 0.001% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 151,631 | $4.70M | 0.1% | +7.0% | 0.007% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 22,503 | $698K | 0.2% | +6.4% | 0.001% | |
| 7/25/2025 | Tranquility Partners LLC | 23,944 | $743K | 0.3% | +1.4% | 0.001% | |
