| 5/2/2025 | Independent Wealth Network Inc. | 45,781 | $851K | 0.3% | -3.8% | 0.001% | |
| 5/2/2025 | General American Investors Co. Inc. | 1,020,030 | $18.96M | 1.4% | +4,992.5% | 0.030% | |
| 5/2/2025 | Forum Financial Management LP | 117,901 | $2.19M | 0.0% | -6.7% | 0.003% | |
| 5/2/2025 | Fortis Group Advisors LLC | 19,915 | $370K | 0.1% | -41.8% | 0.001% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 213,531 | $3.97M | 0.1% | -20.3% | 0.006% | |
| 5/2/2025 | Concord Wealth Partners | 7,680 | $143K | 0.0% | -37.5% | 0.000% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 13,170 | $245K | 0.1% | -52.6% | 0.000% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 68,059 | $1.27M | 0.0% | -1.0% | 0.002% | |
| 5/2/2025 | Tectonic Advisors LLC | 550,711 | $10.24M | 0.6% | +4.4% | 0.016% | |
| 5/2/2025 | Larson Financial Group LLC | 6,446 | $120K | 0.0% | -29.5% | 0.000% | |
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| 5/2/2025 | Mosaic Family Wealth Partners LLC | 20,907 | $389K | 0.1% | -3.1% | 0.001% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 117,312 | $2.18M | 0.6% | +316.9% | 0.003% | |
| 5/2/2025 | Firestone Capital Management | 10,170 | $189K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Apollon Wealth Management LLC | 313,048 | $5.82M | 0.1% | +1.5% | 0.009% | |
| 5/2/2025 | Sigma Planning Corp | 141,729 | $2.64M | 0.1% | -1.0% | 0.004% | |
| 5/2/2025 | Signaturefd LLC | 20,632 | $384K | 0.0% | -30.2% | 0.001% | |
| 5/2/2025 | Private Capital Advisors Inc. | 841,602 | $15.65M | 1.9% | +2.1% | 0.025% | |
| 5/1/2025 | Cutter & CO Brokerage Inc. | 562,361 | $10.45M | 2.5% | +17.6% | 0.016% | |
| 5/1/2025 | Turtle Creek Wealth Advisors LLC | 642,369 | $11.94M | 1.8% | +328.7% | 0.019% | |
| 5/1/2025 | Bleakley Financial Group LLC | 23,487 | $437K | 0.0% | +2.9% | 0.001% | |
| 5/1/2025 | ELCO Management Co. LLC | 519,719 | $9.66M | 5.3% | -3.8% | 0.015% | |
| 5/1/2025 | Whitener Capital Management Inc. | 35,121 | $653K | 0.2% | +2.9% | 0.001% | |
| 5/1/2025 | CWM LLC | 135,989 | $2.53M | 0.0% | -4.0% | 0.004% | |
| 5/1/2025 | Greatmark Investment Partners Inc. | 14,712 | $273K | 0.0% | +15.7% | 0.000% | |
| 5/1/2025 | Oxbow Advisors LLC | 474,867 | $8.83M | 0.9% | +0.7% | 0.014% | |
| 5/1/2025 | Stephens Inc. AR | 1,476,041 | $27.44M | 0.4% | +22.9% | 0.043% | |
| 5/1/2025 | Platform Technology Partners | 68,131 | $1.27M | 0.4% | +1.2% | 0.002% | |
| 5/1/2025 | Fort Sheridan Advisors LLC | 386,664 | $7.19M | 1.1% | +3.9% | 0.011% | |
| 5/1/2025 | Stillwater Wealth Management Group | 23,490 | $437K | 0.4% | -7.6% | 0.001% | |
| 5/1/2025 | SkyOak Wealth LLC | 20,090 | $373K | 0.1% | +17.6% | 0.001% | |
| 5/1/2025 | PYA Waltman Capital LLC | 60,676 | $1.13M | 0.4% | +55.6% | 0.002% | |
| 5/1/2025 | Fortem Financial Group LLC | 195,450 | $3.63M | 1.4% | -5.1% | 0.006% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 24,175 | $449K | 0.1% | +4.5% | 0.001% | |
| 5/1/2025 | Freedom Day Solutions LLC | 13,551 | $252K | 0.1% | N/A | 0.000% | |
| 5/1/2025 | Country Club Bank | 15,608 | $292K | 0.0% | +14.4% | 0.000% | |
| 4/30/2025 | Weil Company Inc. | 12,805 | $238K | 0.1% | N/A | 0.000% | |
| 4/30/2025 | Christopher J. Hasenberg Inc | 20,288 | $380K | 0.2% | -3.4% | 0.001% | |
| 4/30/2025 | Burford Brothers Inc. | 77,467 | $1.44M | 0.7% | +52.2% | 0.002% | |
| 4/30/2025 | Cerity Partners LLC | 335,749 | $6.24M | 0.0% | +8.8% | 0.010% | |
| 4/30/2025 | Hara Capital LLC | 5,495 | $102K | 0.1% | -39.8% | 0.000% | |
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| 4/30/2025 | Financial Gravity Asset Management Inc. | 8,400 | $156K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Alps Advisors Inc. | 75,353,994 | $1.40B | 8.1% | +12.9% | 2.196% | |
| 4/30/2025 | Allworth Financial LP | 61,465 | $1.08M | 0.0% | +13.7% | 0.002% | |
| 4/30/2025 | Leavell Investment Management Inc. | 28,743 | $534K | 0.0% | +13.9% | 0.001% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 180,926 | $3.36M | 0.1% | -29.2% | 0.005% | |
| 4/30/2025 | M&T Bank Corp | 399,366 | $7.42M | 0.0% | +119.2% | 0.012% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 257,349 | $4.78M | 0.1% | -17.7% | 0.008% | |
| 4/30/2025 | Brown Advisory Inc. | 509,913 | $9.48M | 0.0% | -6.1% | 0.015% | |
| 4/30/2025 | Gibraltar Capital Management Inc. | 51,036 | $949K | 0.2% | N/A | 0.001% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 467,335 | $8.69M | 1.1% | +1.1% | 0.014% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 171,226 | $3.18M | 0.6% | +1.2% | 0.005% | |
| 4/30/2025 | Fullcircle Wealth LLC | 28,706 | $496K | 0.2% | N/A | 0.001% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 1,157,959 | $21.53M | 0.7% | +15.0% | 0.034% | |
| 4/29/2025 | Financial Counselors Inc. | 35,510 | $660K | 0.0% | +106.2% | 0.001% | |
| 4/29/2025 | Capital Advisors Inc. OK | 69,148 | $1.29M | 0.0% | +12.5% | 0.002% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 866,995 | $16.12M | 0.0% | -5.1% | 0.025% | |
| 4/29/2025 | Adell Harriman & Carpenter Inc. | 255,933 | $4.76M | 0.4% | +4.0% | 0.007% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 166,982 | $3.10M | 0.1% | +28.6% | 0.005% | |
| 4/29/2025 | Bank of New York Mellon Corp | 134,509 | $2.50M | 0.0% | +20.0% | 0.004% | |
| 4/29/2025 | World Investment Advisors | 91,953 | $1.71M | 0.0% | +4.8% | 0.003% | |
| 4/29/2025 | Generali Investments CEE investicni spolecnost a.s. | 5,330 | $99K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Brookstone Capital Management | 244,204 | $4.54M | 0.1% | +8.1% | 0.007% | |
| 4/29/2025 | Catalyst Capital Advisors LLC | 2,072,055 | $38.52M | 0.8% | +6.1% | 0.060% | |
| 4/29/2025 | Huntleigh Advisors Inc. | 186,836 | $3.47M | 0.7% | -22.1% | 0.005% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 18,673 | $347K | 0.0% | -8.4% | 0.001% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 30,369 | $565K | 0.0% | +8.1% | 0.001% | |
| 4/29/2025 | Aviance Capital Partners LLC | 26,177 | $487K | 0.1% | N/A | 0.001% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 178,935 | $3.33M | 0.8% | +1.4% | 0.005% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 25,270 | $470K | 0.0% | -14.9% | 0.001% | |
| 4/28/2025 | North Capital Inc. | 4,367 | $81K | 0.1% | N/A | 0.000% | |
| 4/28/2025 | D.A. Davidson & CO. | 366,659 | $6.82M | 0.1% | +25.8% | 0.011% | |
| 4/28/2025 | Xcel Wealth Management LLC | 13,900 | $258K | 0.1% | N/A | 0.000% | |
| 4/28/2025 | Mutual Advisors LLC | 211,754 | $3.70M | 0.1% | +8.3% | 0.006% | |
| 4/28/2025 | Fiduciary Group LLC | 53,109 | $987K | 0.1% | +31.8% | 0.002% | |
| 4/28/2025 | Miller Howard Investments Inc. NY | 5,033,609 | $93.58M | 3.0% | -9.9% | 0.147% | |
| 4/28/2025 | Keybank National Association OH | 193,149 | $3.59M | 0.0% | -2.4% | 0.006% | |
| 4/28/2025 | Rossby Financial LCC | 19,972 | $349K | 0.1% | -13.2% | 0.001% | |
| 4/28/2025 | DAVENPORT & Co LLC | 109,151 | $2.03M | 0.0% | +1.0% | 0.003% | |
| 4/28/2025 | Summit Trail Advisors LLC | 58,181 | $1.08M | 0.0% | +1.1% | 0.002% | |
| 4/28/2025 | BLB&B Advisors LLC | 50,051 | $930K | 0.0% | +2.0% | 0.001% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 15,523 | $289K | 0.0% | +6.3% | 0.000% | |
| 4/25/2025 | WASHINGTON TRUST Co | 6,400 | $119K | 0.0% | -28.9% | 0.000% | |
| 4/25/2025 | Nicholson Meyer Capital Management Inc. | 56,424 | $1.05M | 1.0% | N/A | 0.002% | |
| 4/25/2025 | Argent Advisors Inc. | 62,268 | $1.16M | 0.4% | +14.3% | 0.002% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 74,695 | $1.45M | 0.1% | +2.0% | 0.002% | |
| 4/25/2025 | Wealthstar Advisors LLC | 44,230 | $822K | 0.4% | +25.2% | 0.001% | |
| 4/25/2025 | Citizens National Bank Trust Department | 4,000 | $74K | 0.0% | +100.0% | 0.000% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 107,728 | $2.00M | 0.1% | +4.8% | 0.003% | |
| 4/25/2025 | Naviter Wealth LLC | 15,700 | $294K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Northcape Wealth Management LLC | 11,500 | $214K | 0.1% | N/A | 0.000% | |
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| 4/25/2025 | CFM Wealth Partners LLC | 193,150 | $3.59M | 0.6% | +7.0% | 0.006% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 131,000 | $2.44M | 0.0% | -3.7% | 0.004% | |
| 4/24/2025 | Westend Capital Management LLC | 758,503 | $14.10M | 5.4% | +1.4% | 0.022% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 214,659 | $3.99M | 0.4% | -41.7% | 0.006% | |
| 4/24/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 7,416,868 | $137.88M | 8.5% | -2.2% | 0.216% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 35,100 | $653K | 0.0% | +68.7% | 0.001% | |
| 4/24/2025 | Old North State Wealth Management LLC | 284,304 | $5.29M | 2.9% | -2.9% | 0.008% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 104,849 | $1.95M | 0.1% | +22.7% | 0.003% | |
| 4/24/2025 | Tepp RIA LLC | 14,679 | $273K | 0.4% | +39.8% | 0.000% | |
| 4/24/2025 | Boyd Wealth Management LLC | 12,076 | $224K | 0.1% | +6.0% | 0.000% | |
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