| 8/8/2025 | Rockefeller Capital Management L.P. | 69,704 | $4.54M | 0.0% | -27.1% | 0.078% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 8,651 | $511K | 0.0% | -14.4% | 0.010% | |
| 8/8/2025 | Cetera Investment Advisers | 52,075 | $3.08M | 0.0% | +9.5% | 0.058% | |
| 8/8/2025 | SG Americas Securities LLC | 10,806 | $639K | 0.0% | N/A | 0.012% | |
| 8/8/2025 | Compass Financial Services Inc | 2,210 | $131K | 0.1% | N/A | 0.002% | |
| 8/8/2025 | Meridian Wealth Management LLC | 100,088 | $5.92M | 0.3% | -2.5% | 0.112% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 37,183 | $2.20M | 0.0% | +29.8% | 0.042% | |
| 8/8/2025 | Kaizen Financial Strategies | 3,517 | $208K | 0.1% | N/A | 0.004% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 10,739 | $635K | 0.0% | -8.4% | 0.012% | |
| 8/8/2025 | Westbourne Investment Advisors Inc. | 12,500 | $739K | 0.2% | N/A | 0.014% | |
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| 8/7/2025 | Pembroke Management LTD | 69,944 | $4.13M | 0.5% | +1.4% | 0.079% | |
| 8/7/2025 | Vise Technologies Inc. | 7,548 | $446K | 0.0% | N/A | 0.008% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 9,896 | $585K | 0.1% | -22.2% | 0.011% | |
| 8/7/2025 | Allworth Financial LP | 18,138 | $1.07M | 0.0% | +80.4% | 0.020% | |
| 8/7/2025 | ProShare Advisors LLC | 16,672 | $985K | 0.0% | -3.2% | 0.019% | |
| 8/7/2025 | King Luther Capital Management Corp | 42,410 | $2.51M | 0.0% | +1.7% | 0.048% | |
| 8/7/2025 | Sound View Wealth Advisors Group LLC | 5,408 | $320K | 0.0% | +25.6% | 0.006% | |
| 8/6/2025 | Prospera Financial Services Inc | 49,734 | $2.94M | 0.1% | +0.5% | 0.056% | |
| 8/6/2025 | Disciplined Investors L.L.C. | 8,150 | $482K | 0.4% | N/A | 0.009% | |
| 8/6/2025 | AE Wealth Management LLC | 6,141 | $363K | 0.0% | -3.9% | 0.007% | |
| 8/6/2025 | Texas Yale Capital Corp. | 81,587 | $4.82M | 0.2% | -4.1% | 0.092% | |
| 8/6/2025 | First Horizon Advisors Inc. | 847 | $50K | 0.0% | N/A | 0.001% | |
| 8/6/2025 | Moors & Cabot Inc. | 6,215 | $367K | 0.0% | -13.9% | 0.007% | |
| 8/5/2025 | Milestone Asset Management LLC | 16,867 | $997K | 0.2% | +45.6% | 0.019% | |
| 8/5/2025 | Verity Asset Management Inc. | 9,918 | $586K | 0.3% | +100.4% | 0.011% | |
| 8/5/2025 | Sigma Planning Corp | 43,848 | $2.59M | 0.1% | -2.4% | 0.049% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 3,454 | $204K | 0.0% | -47.4% | 0.004% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 15,889 | $939K | 0.1% | +1.2% | 0.018% | |
| 8/4/2025 | Adell Harriman & Carpenter Inc. | 454,495 | $26.86M | 1.8% | +1.5% | 0.510% | |
| 8/4/2025 | Atria Investments Inc | 12,948 | $765K | 0.0% | +2.3% | 0.015% | |
| 8/4/2025 | Savvy Advisors Inc. | 14,555 | $860K | 0.1% | +20.4% | 0.016% | |
| 8/4/2025 | Muzinich & Co. Inc. | 316,808 | $18.72M | 8.1% | +28.2% | 0.356% | |
| 8/4/2025 | Arkadios Wealth Advisors | 32,591 | $1.93M | 0.1% | +2.0% | 0.037% | |
| 8/1/2025 | GWN Securities Inc. | 7,178 | $424K | 0.1% | N/A | 0.008% | |
| 8/1/2025 | United Capital Management of KS Inc. | 6,122 | $362K | 0.1% | N/A | 0.007% | |
| 8/1/2025 | Delta Investment Management LLC | 40,729 | $2.41M | 0.5% | +8.8% | 0.046% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 120,003 | $7.09M | 0.0% | +1.7% | 0.135% | |
| 7/31/2025 | Brighton Jones LLC | 5,376 | $318K | 0.0% | -7.2% | 0.006% | |
| 7/31/2025 | Sentinel Trust Co. LBA | 8,648 | $511K | 0.1% | -23.4% | 0.010% | |
| 7/31/2025 | BIP Wealth LLC | 3,500 | $207K | 0.0% | N/A | 0.004% | |
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| 7/31/2025 | AlphaQuest LLC | 42,472 | $2.51M | 0.2% | -5.9% | 0.048% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 287,252 | $16.98M | 0.0% | +18.3% | 0.323% | |
| 7/30/2025 | Denali Advisors LLC | 152,199 | $9.00M | 0.9% | -2.2% | 0.171% | |
| 7/30/2025 | Brookstone Capital Management | 4,817 | $285K | 0.0% | +19.9% | 0.005% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 4,000 | $236K | 0.0% | -26.2% | 0.004% | |
| 7/30/2025 | Sanders Morris Harris LLC | 213,340 | $12.61M | 3.0% | +2.9% | 0.240% | |
| 7/29/2025 | Stephens Inc. AR | 4,606 | $272K | 0.0% | +12.3% | 0.005% | |
| 7/29/2025 | Morgan Dempsey Capital Management LLC | 91,517 | $5.41M | 2.3% | -0.7% | 0.103% | |
| 7/29/2025 | Hourglass Capital LLC | 123,646 | $7.31M | 1.8% | +2.5% | 0.139% | |
| 7/28/2025 | WealthPLAN Partners LLC | 22,259 | $1.32M | 0.2% | +1.5% | 0.025% | |
| 7/28/2025 | Turtle Creek Wealth Advisors LLC | 4,000 | $236K | 0.0% | N/A | 0.004% | |
| 7/28/2025 | Mutual Advisors LLC | 9,019 | $533K | 0.0% | -12.7% | 0.010% | |
| 7/28/2025 | Harbour Investments Inc. | 9,431 | $557K | 0.0% | -5.9% | 0.011% | |
| 7/28/2025 | Hamilton Point Investment Advisors LLC | 114,614 | $6.77M | 1.1% | -3.2% | 0.129% | |
| 7/28/2025 | Naviter Wealth LLC | 76,678 | $4.53M | 0.6% | +9.6% | 0.086% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 4,853 | $287K | 0.0% | -3.4% | 0.005% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 4,713 | $279K | 0.0% | -88.9% | 0.005% | |
| 7/25/2025 | MGO One Seven LLC | 4,929 | $291K | 0.0% | +7.1% | 0.006% | |
| 7/25/2025 | CWM LLC | 32,579 | $1.93M | 0.0% | +3,732.8% | 0.037% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 9,301 | $550K | 0.0% | -4.9% | 0.010% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 16,776 | $991K | 0.0% | +12.4% | 0.019% | |
| 7/24/2025 | Blue Trust Inc. | 16,959 | $1.00M | 0.0% | +94.2% | 0.019% | |
| 7/24/2025 | IFP Advisors Inc | 1,695 | $100K | 0.0% | -25.4% | 0.002% | |
| 7/24/2025 | McElhenny Sheffield Capital Management LLC | 20,000 | $1.18M | 0.1% | N/A | 0.022% | |
| 7/23/2025 | Tectonic Advisors LLC | 215,481 | $12.74M | 0.7% | +11.2% | 0.242% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 8,943 | $579K | 0.1% | +5.1% | 0.010% | |
| 7/23/2025 | Venturi Wealth Management LLC | 15,583 | $921K | 0.0% | -58.8% | 0.018% | |
| 7/23/2025 | Joel Isaacson & Co. LLC | 128,509 | $7.60M | 0.3% | +0.1% | 0.144% | |
| 7/22/2025 | D.B. Root & Company LLC | 12,861 | $760K | 0.2% | -3.6% | 0.014% | |
| 7/22/2025 | Global Assets Advisory LLC | 3,792 | $225K | 0.1% | N/A | 0.004% | |
| 7/21/2025 | Segment Wealth Management LLC | 119,468 | $7.06M | 0.4% | +1.2% | 0.134% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,821 | $167K | 0.0% | N/A | 0.003% | |
| 7/21/2025 | Trinity Legacy Partners LLC | 188,723 | $12.15M | 3.0% | +1.4% | 0.212% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 5,044 | $298K | 0.0% | -38.9% | 0.006% | |
| 7/18/2025 | Nabity Jensen Investment Management Inc | 4,011 | $237K | 0.2% | N/A | 0.005% | |
| 7/18/2025 | Trust Co. of Vermont | 4,462 | $264K | 0.0% | N/A | 0.005% | |
| 7/18/2025 | Childress Capital Advisors LLC | 110,760 | $6.55M | 1.6% | -1.3% | 0.124% | |
| 7/18/2025 | PFG Investments LLC | 14,092 | $833K | 0.0% | +2.1% | 0.016% | |
| 7/18/2025 | Generali Investments CEE investicni spolecnost a.s. | 22,910 | $1.35M | 0.1% | N/A | 0.026% | |
| 7/18/2025 | Truist Financial Corp | 10,792 | $638K | 0.0% | +8.4% | 0.012% | |
| 7/18/2025 | Union Bancaire Privee UBP SA | 16,319 | $964K | 0.0% | +5.1% | 0.018% | |
| 7/17/2025 | Capital Investment Advisors LLC | 48,331 | $2.86M | 0.1% | -2.9% | 0.054% | |
| 7/17/2025 | HB Wealth Management LLC | 4,457 | $263K | 0.0% | -59.5% | 0.005% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 18,417 | $1.09M | 0.0% | +4.0% | 0.021% | |
| 7/17/2025 | Taylor Frigon Capital Management LLC | 50,960 | $3.01M | 1.6% | +12.8% | 0.057% | |
| 7/17/2025 | Albion Financial Group UT | 95,112 | $5.62M | 0.4% | +0.4% | 0.107% | |
| 7/17/2025 | Sound Income Strategies LLC | 345,827 | $20.44M | 1.2% | +3.2% | 0.388% | |
| 7/17/2025 | Uncommon Cents Investing LLC | 16,437 | $971K | 0.3% | +1.4% | 0.018% | |
| 7/16/2025 | American National Bank & Trust | 6,000 | $355K | 0.0% | N/A | 0.007% | |
| 7/16/2025 | MKT Advisors LLC | 3,427 | $203K | 0.1% | N/A | 0.004% | |
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| 7/16/2025 | Perigon Wealth Management LLC | 8,612 | $509K | 0.0% | -3.3% | 0.010% | |
| 7/15/2025 | Financial Management Professionals Inc. | 1,196 | $71K | 0.0% | +45.0% | 0.001% | |
| 7/15/2025 | Accurate Wealth Management LLC | 3,882 | $242K | 0.0% | N/A | 0.004% | |
| 7/15/2025 | Focused Wealth Management Inc | 4,443 | $263K | 0.0% | -4.7% | 0.005% | |
| 7/14/2025 | AdvisorNet Financial Inc | 2,244 | $133K | 0.0% | +71.2% | 0.003% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 2,961 | $175K | 0.0% | -23.3% | 0.003% | |
| 7/14/2025 | Iams Wealth Management LLC | 6,100 | $361K | 0.2% | -30.7% | 0.007% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 139,452 | $8.24M | 0.2% | +8.4% | 0.157% | |
| 7/14/2025 | Park Avenue Securities LLC | 8,470 | $501K | 0.0% | +17.9% | 0.010% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,506 | $89K | 0.0% | -49.8% | 0.002% | |
