| 8/6/2025 | Vestmark Advisory Solutions Inc. | 55,616 | $763K | 0.0% | N/A | 0.000% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 14,810 | $203K | 0.0% | +10.0% | 0.000% | |
| 8/6/2025 | Pekin Hardy Strauss Inc. | 267,957 | $3.68M | 0.4% | -3.1% | 0.002% | |
| 8/6/2025 | Savant Capital LLC | 23,948 | $329K | 0.0% | +4.6% | 0.000% | |
| 8/6/2025 | Cetera Trust Company N.A | 33,020 | $453K | 0.3% | +2.5% | 0.000% | |
| 8/6/2025 | Golden State Wealth Management LLC | 7,534 | $103K | 0.0% | -20.3% | 0.000% | |
| 8/6/2025 | First Horizon Advisors Inc. | 4,590 | $63K | 0.0% | +2,464.2% | 0.000% | |
| 8/5/2025 | NewSquare Capital LLC | 3,723 | $51K | 0.0% | +162.6% | 0.000% | |
| 8/5/2025 | Huntington National Bank | 13,427 | $184K | 0.0% | +6.1% | 0.000% | |
| 8/5/2025 | Bridgewater Advisors Inc. | 34,223 | $478K | 0.0% | +2.5% | 0.000% | |
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| 8/5/2025 | Bank of New York Mellon Corp | 1,088,043 | $14.93M | 0.0% | +5.4% | 0.009% | |
| 8/5/2025 | Bank of Montreal Can | 173,552 | $2.38M | 0.0% | +38.4% | 0.001% | |
| 8/5/2025 | Mission Wealth Management LP | 41,044 | $563K | 0.0% | +18.9% | 0.000% | |
| 8/5/2025 | Accuvest Global Advisors | 13,868 | $190K | 0.1% | +30.1% | 0.000% | |
| 8/4/2025 | Haven Private LLC | 28,899 | $396K | 0.2% | N/A | 0.000% | |
| 8/4/2025 | Lockheed Martin Investment Management Co. | 87,000 | $1.19M | 0.0% | -39.5% | 0.001% | |
| 8/4/2025 | Simon Quick Advisors LLC | 40,950 | $562K | 0.0% | +55.4% | 0.000% | |
| 8/4/2025 | AdvisorShares Investments LLC | 119,733 | $1.64M | 0.3% | +20.2% | 0.001% | |
| 8/4/2025 | Atria Investments Inc | 269,834 | $3.70M | 0.0% | -16.8% | 0.002% | |
| 8/4/2025 | Keybank National Association OH | 24,031 | $330K | 0.0% | +18.1% | 0.000% | |
| 8/4/2025 | Hantz Financial Services Inc. | 108,554 | $1.49M | 0.0% | +52.1% | 0.001% | |
| 8/4/2025 | Whalen Wealth Management Inc. | 18,909 | $259K | 0.2% | N/A | 0.000% | |
| 8/1/2025 | May Hill Capital LLC | 19,757 | $271K | 0.1% | +75.5% | 0.000% | |
| 8/1/2025 | SYM FINANCIAL Corp | 19,920 | $273K | 0.0% | -13.3% | 0.000% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 179,573 | $2.46M | 0.1% | +1,568.0% | 0.001% | |
| 8/1/2025 | Bessemer Group Inc. | 382,291 | $5.25M | 0.0% | +7.3% | 0.003% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 4,848,779 | $66.53M | 0.0% | +0.6% | 0.040% | |
| 7/31/2025 | Nisa Investment Advisors LLC | 6,000 | $82K | 0.0% | +100.0% | 0.000% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 30,523 | $425K | 0.0% | +23.6% | 0.000% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 143,112 | $1.96M | 0.0% | -1.0% | 0.001% | |
| 7/31/2025 | Anthracite Investment Company Inc. | 109,942 | $1.51M | 0.8% | +83.4% | 0.001% | |
| 7/31/2025 | Brighton Jones LLC | 13,140 | $180K | 0.0% | +7.2% | 0.000% | |
| 7/31/2025 | MQS Management LLC | 12,247 | $168K | 0.1% | +6.5% | 0.000% | |
| 7/31/2025 | Linden Thomas Advisory Services LLC | 42,522 | $583K | 0.1% | -7.1% | 0.000% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 84,230 | $1.16M | 0.0% | N/A | 0.001% | |
| 7/30/2025 | Bleakley Financial Group LLC | 30,730 | $422K | 0.0% | -3.3% | 0.000% | |
| 7/30/2025 | RNC Capital Management LLC | 49,220 | $675K | 0.0% | +13.5% | 0.000% | |
| 7/30/2025 | Forum Financial Management LP | 322,044 | $4.42M | 0.1% | -9.9% | 0.003% | |
| 7/30/2025 | Ethic Inc. | 122,179 | $1.70M | 0.0% | -42.5% | 0.001% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 69,804 | $958K | 0.1% | +1.1% | 0.001% | |
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| 7/30/2025 | Exencial Wealth Advisors LLC | 184,019 | $2.53M | 0.1% | +6.7% | 0.002% | |
| 7/30/2025 | Legacy Wealth Asset Management LLC | 142,605 | $1.96M | 0.5% | -34.2% | 0.001% | |
| 7/30/2025 | Wallace Advisory Group LLC | 19,559 | $267K | 0.2% | +18.4% | 0.000% | |
| 7/30/2025 | Jackson Thornton Wealth Management LLC | 11,198 | $152K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Whittier Trust Co. of Nevada Inc. | 99,851 | $1.37M | 0.0% | +43.3% | 0.001% | |
| 7/30/2025 | Whittier Trust Co. | 193,270 | $2.65M | 0.0% | +11.3% | 0.002% | |
| 7/30/2025 | Journey Advisory Group LLC | 522,088 | $7.16M | 0.6% | -11.1% | 0.004% | |
| 7/29/2025 | Beverly Hills Private Wealth LLC | 22,287 | $306K | 0.1% | -7.3% | 0.000% | |
| 7/29/2025 | Cottonwood Capital Advisors LLC | 14,292 | $196K | 0.1% | -5.7% | 0.000% | |
| 7/29/2025 | Chevy Chase Trust Holdings LLC | 6,163,005 | $84.56M | 0.2% | -0.6% | 0.051% | |
| 7/28/2025 | Ritholtz Wealth Management | 190,619 | $2.62M | 0.1% | -3.4% | 0.002% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 52,177 | $716K | 0.0% | +31.8% | 0.000% | |
| 7/28/2025 | TD Asset Management Inc | 620,899 | $8.52M | 0.0% | +152.2% | 0.005% | |
| 7/28/2025 | Naviter Wealth LLC | 262,612 | $3.67M | 0.5% | +4.0% | 0.002% | |
| 7/28/2025 | Moran Wealth Management LLC | 345,664 | $4.74M | 0.1% | +1.5% | 0.003% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 14,201 | $195K | 0.0% | -8.9% | 0.000% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 56,227 | $771K | 0.0% | -8.0% | 0.000% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 52,863 | $725K | 0.0% | +9.8% | 0.000% | |
| 7/25/2025 | Yousif Capital Management LLC | 138,975 | $1.91M | 0.0% | +1.9% | 0.001% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 89,034 | $1.23M | 0.0% | +1.0% | 0.001% | |
| 7/25/2025 | LRI Investments LLC | 9,677 | $133K | 0.0% | +14.4% | 0.000% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 483,620 | $6.64M | 0.1% | +6.3% | 0.004% | |
| 7/25/2025 | Apollon Wealth Management LLC | 17,412 | $239K | 0.0% | -8.9% | 0.000% | |
| 7/24/2025 | VanderPol Investments L.L.C. | 14,467 | $198K | 0.4% | -9.6% | 0.000% | |
| 7/24/2025 | Blue Trust Inc. | 82,821 | $1.14M | 0.0% | +23.9% | 0.001% | |
| 7/24/2025 | Ramirez Asset Management Inc. | 480,219 | $6.59M | 1.0% | +24.4% | 0.004% | |
| 7/24/2025 | Callan Family Office LLC | 274,646 | $3.77M | 0.1% | +270.0% | 0.002% | |
| 7/24/2025 | US Bancorp DE | 378,662 | $5.20M | 0.0% | +1.8% | 0.003% | |
| 7/23/2025 | InTrack Investment Management Inc | 33,231 | $456K | 0.3% | N/A | 0.000% | |
| 7/23/2025 | Optas LLC | 38,121 | $523K | 0.1% | +8.0% | 0.000% | |
| 7/23/2025 | Abel Hall LLC | 23,330 | $320K | 0.1% | -12.9% | 0.000% | |
| 7/23/2025 | Venturi Wealth Management LLC | 17,398 | $239K | 0.0% | +54.7% | 0.000% | |
| 7/23/2025 | DMC Group LLC | 40,886 | $561K | 0.4% | +92.0% | 0.000% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 28,824 | $395K | 0.0% | -3.2% | 0.000% | |
| 7/22/2025 | Hunter Perkins Capital Management LLC | 40,900 | $561K | 0.1% | -8.9% | 0.000% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 46,665 | $640K | 0.0% | +6.2% | 0.000% | |
| 7/22/2025 | Marks Group Wealth Management Inc | 51,436 | $706K | 0.1% | +4.6% | 0.000% | |
| 7/22/2025 | Highland Capital Management LLC | 86,900 | $1.19M | 0.1% | -2.7% | 0.001% | |
| 7/22/2025 | Clarius Group LLC | 31,099 | $427K | 0.0% | +32.7% | 0.000% | |
| 7/22/2025 | Checchi Capital Advisers LLC | 71,371 | $979K | 0.1% | -6.8% | 0.001% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,613 | $36K | 0.0% | N/A | 0.000% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 20,606 | $283K | 0.0% | +104.7% | 0.000% | |
| 7/21/2025 | Hilltop National Bank | 15,217 | $209K | 0.1% | N/A | 0.000% | |
| 7/17/2025 | HB Wealth Management LLC | 27,466 | $377K | 0.0% | -65.2% | 0.000% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 113,574 | $1.56M | 0.0% | -5.1% | 0.001% | |
| 7/16/2025 | Signaturefd LLC | 277,233 | $3.80M | 0.1% | +1.8% | 0.002% | |
| 7/16/2025 | Augustine Asset Management Inc. | 354,840 | $4.87M | 1.3% | +0.8% | 0.003% | |
| 7/16/2025 | Eagle Global Advisors LLC | 359,934 | $4.94M | 0.2% | +1.3% | 0.003% | |
| 7/16/2025 | Five Oceans Advisors | 43,112 | $591K | 0.3% | -3.1% | 0.000% | |
| 7/16/2025 | Traveka Wealth LLC | 37,546 | $515K | 0.3% | -2.5% | 0.000% | |
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| 7/16/2025 | Perigon Wealth Management LLC | 10,738 | $147K | 0.0% | N/A | 0.000% | |
| 7/15/2025 | Financial Management Professionals Inc. | 2,451 | $34K | 0.0% | -24.7% | 0.000% | |
| 7/15/2025 | Ballentine Partners LLC | 76,496 | $1.05M | 0.0% | +6.3% | 0.001% | |
| 7/15/2025 | Norden Group LLC | 36,227 | $497K | 0.1% | -7.5% | 0.000% | |
| 7/15/2025 | Fifth Third Bancorp | 85,612 | $1.18M | 0.0% | +1.1% | 0.001% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 2,228 | $31K | 0.0% | N/A | 0.000% | |
| 7/14/2025 | Foster Group Inc. | 16,211 | $222K | 0.0% | -9.3% | 0.000% | |
| 7/14/2025 | GAMMA Investing LLC | 48,346 | $663K | 0.0% | +8.4% | 0.000% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 12,181 | $167K | 0.0% | N/A | 0.000% | |
| 7/14/2025 | Park Avenue Securities LLC | 133,968 | $1.84M | 0.0% | N/A | 0.001% | |
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