| 5/2/2025 | Saturna Capital Corp | 320,166 | $35.69M | 0.5% | 0.0% | 0.015% | |
| 5/2/2025 | Patton Albertson Miller Group LLC | 4,964 | $553K | 0.1% | -8.6% | 0.000% | |
| 5/2/2025 | Retirement Planning Co of New England Inc. | 9,619 | $1.07M | 0.3% | N/A | 0.000% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 7,272 | $811K | 0.0% | -2.4% | 0.000% | |
| 5/2/2025 | Bailard Inc. | 10,123 | $1.13M | 0.0% | +69.8% | 0.000% | |
| 5/2/2025 | Graypoint LLC | 2,968 | $331K | 0.0% | -11.6% | 0.000% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 10,121 | $1.13M | 0.2% | +1.4% | 0.000% | |
| 5/2/2025 | Triasima Portfolio Management inc. | 17,465 | $1.95M | 0.4% | -14.8% | 0.001% | |
| 5/2/2025 | Welch & Forbes LLC | 61,294 | $6.83M | 0.1% | -2.8% | 0.003% | |
| 5/2/2025 | Altman Advisors Inc. | 16,453 | $1.87M | 0.8% | +3.2% | 0.001% | |
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| 5/2/2025 | Grandfield & Dodd LLC | 163,225 | $18.20M | 1.1% | -0.3% | 0.008% | |
| 5/2/2025 | Cable Hill Partners LLC | 5,401 | $613K | 0.1% | -34.0% | 0.000% | |
| 5/2/2025 | Victory Capital Management Inc. | 123,030 | $13.72M | 0.0% | +27.8% | 0.006% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 12,486 | $1.39M | 0.1% | -3.1% | 0.001% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 11,009 | $1.25M | 0.1% | -2.9% | 0.001% | |
| 5/2/2025 | Larson Financial Group LLC | 1,312 | $146K | 0.0% | +9.9% | 0.000% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 3,011 | $336K | 0.0% | +7.0% | 0.000% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 24,418 | $2.72M | 0.1% | +1.4% | 0.001% | |
| 5/2/2025 | Whittier Trust Co. | 53,189 | $5.93M | 0.1% | +1.0% | 0.003% | |
| 5/2/2025 | Blake Schutter Theil Wealth Advisors LLC | 3,011 | $336K | 0.4% | -10.5% | 0.000% | |
| 5/2/2025 | Grey Fox Wealth Advisors LLC | 1,818 | $210K | 0.1% | N/A | 0.000% | |
| 5/2/2025 | Leo Wealth LLC | 14,170 | $1.58M | 0.2% | +19.3% | 0.001% | |
| 5/2/2025 | Massachusetts Financial Services Co. MA | 39,951 | $4.45M | 0.0% | +102.1% | 0.002% | |
| 5/2/2025 | Castlekeep Investment Advisors LLC | 11,971 | $1.34M | 0.7% | +3.3% | 0.001% | |
| 5/2/2025 | Dakota Wealth Management | 6,052 | $675K | 0.0% | -4.6% | 0.000% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 1,147 | $128K | 0.0% | +15.5% | 0.000% | |
| 5/2/2025 | Apollon Wealth Management LLC | 10,751 | $1.20M | 0.0% | -9.2% | 0.001% | |
| 5/2/2025 | Sigma Planning Corp | 4,875 | $547K | 0.0% | +15.6% | 0.000% | |
| 5/2/2025 | Signaturefd LLC | 43,091 | $4.80M | 0.1% | +7.5% | 0.002% | |
| 5/1/2025 | Bleakley Financial Group LLC | 52,923 | $5.90M | 0.2% | -0.8% | 0.003% | |
| 5/1/2025 | Key Financial Inc | 2,592 | $289K | 0.1% | -16.8% | 0.000% | |
| 5/1/2025 | CWM LLC | 68,972 | $7.69M | 0.0% | -3.3% | 0.003% | |
| 5/1/2025 | Oxbow Advisors LLC | 27,656 | $3.08M | 0.3% | +2.9% | 0.001% | |
| 5/1/2025 | Stephens Inc. AR | 6,381 | $711K | 0.0% | -1.6% | 0.000% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 13,071 | $1.46M | 0.1% | -9.4% | 0.001% | |
| 5/1/2025 | New York State Common Retirement Fund | 101,525 | $11.32M | 0.0% | -5.7% | 0.005% | |
| 5/1/2025 | Platform Technology Partners | 2,528 | $282K | 0.1% | -3.8% | 0.000% | |
| 5/1/2025 | Kathmere Capital Management LLC | 18,742 | $2.09M | 0.2% | +44.7% | 0.001% | |
| 5/1/2025 | Ballentine Partners LLC | 25,625 | $2.86M | 0.0% | +33.2% | 0.001% | |
| 5/1/2025 | Riversedge Advisors LLC | 2,367 | $264K | 0.1% | N/A | 0.000% | |
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| 5/1/2025 | Blue Square Asset Management LLC | 21,194 | $2.36M | 1.3% | -1.6% | 0.001% | |
| 5/1/2025 | Cromwell Holdings LLC | 4,117 | $475K | 0.3% | +5.1% | 0.000% | |
| 5/1/2025 | Xponance Inc. | 2,725 | $304K | 0.0% | +4.8% | 0.000% | |
| 5/1/2025 | Sage Rhino Capital LLC | 8,021 | $894K | 0.2% | +2.2% | 0.000% | |
| 5/1/2025 | Country Club Bank | 60,947 | $6.86M | 0.5% | -0.3% | 0.003% | |
| 4/30/2025 | Genus Capital Management Inc. | 2,895 | $323K | 0.0% | -200.0% | 0.000% | |
| 4/30/2025 | Cerity Partners LLC | 337,373 | $37.66M | 0.1% | +8.7% | 0.016% | |
| 4/30/2025 | Narus Financial Partners LLC | 2,064 | $230K | 0.1% | -11.4% | 0.000% | |
| 4/30/2025 | Telos Capital Management Inc. | 27,438 | $3.06M | 0.3% | -0.9% | 0.001% | |
| 4/30/2025 | Allworth Financial LP | 94,887 | $10.55M | 0.1% | -0.9% | 0.004% | |
| 4/30/2025 | Capital Insight Partners LLC | 30,832 | $3.44M | 0.6% | +3.9% | 0.001% | |
| 4/30/2025 | Parr Mcknight Wealth Management Group LLC | 23,885 | $2.66M | 0.4% | +15.2% | 0.001% | |
| 4/30/2025 | CFO4Life Group LLC | 5,989 | $668K | 0.1% | -9.5% | 0.000% | |
| 4/30/2025 | POM Investment Strategies LLC | 495 | $55K | 0.1% | +1,275.0% | 0.000% | |
| 4/30/2025 | Nisa Investment Advisors LLC | 1,222 | $136K | 0.0% | +19.6% | 0.000% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 5,208 | $581K | 0.0% | -26.5% | 0.000% | |
| 4/30/2025 | Court Place Advisors LLC | 9,120 | $1.02M | 0.3% | -9.0% | 0.000% | |
| 4/30/2025 | Principal Securities Inc. | 28,870 | $3.22M | 0.1% | +0.4% | 0.001% | |
| 4/30/2025 | Greenleaf Trust | 17,624 | $1.97M | 0.0% | -0.9% | 0.001% | |
| 4/30/2025 | Personal CFO Solutions LLC | 3,021 | $337K | 0.1% | -38.4% | 0.000% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 8,520 | $950K | 0.0% | +25.9% | 0.000% | |
| 4/30/2025 | M&T Bank Corp | 159,225 | $17.75M | 0.1% | +0.1% | 0.008% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 10,069 | $1.12M | 0.0% | -18.7% | 0.000% | |
| 4/30/2025 | Liberty One Investment Management LLC | 6,304 | $703K | 0.1% | -2.2% | 0.000% | |
| 4/30/2025 | May Hill Capital LLC | 4,190 | $467K | 0.2% | +53.8% | 0.000% | |
| 4/30/2025 | Brown Advisory Inc. | 194,167 | $21.65M | 0.0% | -2.6% | 0.009% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 35,245 | $3.93M | 0.5% | -2.5% | 0.002% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 8,687 | $968K | 0.2% | -11.1% | 0.000% | |
| 4/30/2025 | Interchange Capital Partners LLC | 1,979 | $221K | 0.1% | -4.6% | 0.000% | |
| 4/30/2025 | Abound Financial LLC | 932 | $104K | 0.1% | N/A | 0.000% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 38,669 | $4.31M | 0.1% | +1.2% | 0.002% | |
| 4/30/2025 | J Hagan Capital Inc. | 3,010 | $336K | 0.3% | N/A | 0.000% | |
| 4/30/2025 | Gilliland Jeter Wealth Management LLC | 6,981 | $778K | 0.3% | +5.5% | 0.000% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 14,975 | $1.67M | 0.1% | +2.1% | 0.001% | |
| 4/29/2025 | Financial Counselors Inc. | 266,088 | $29.66M | 0.5% | +3.0% | 0.013% | |
| 4/29/2025 | YANKCOM Partnership | 8,960 | $999K | 0.5% | +8.5% | 0.000% | |
| 4/29/2025 | Callan Capital LLC | 16,685 | $1.86M | 0.1% | +47.4% | 0.001% | |
| 4/29/2025 | TD Private Client Wealth LLC | 12,435 | $1.39M | 0.0% | -1.2% | 0.001% | |
| 4/29/2025 | Capital Advisors Inc. OK | 2,066 | $230K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,608,589 | $179.33M | 0.1% | -17.0% | 0.076% | |
| 4/29/2025 | Chilton Capital Management LLC | 9,902 | $1.10M | 0.0% | -3.7% | 0.000% | |
| 4/29/2025 | Traveka Wealth LLC | 3,871 | $432K | 0.2% | +17.2% | 0.000% | |
| 4/29/2025 | Compass Wealth Management LLC | 14,200 | $1.58M | 0.4% | -5.3% | 0.001% | |
| 4/29/2025 | CoreFirst Bank & Trust | 3,010 | $336K | 0.2% | +30.3% | 0.000% | |
| 4/29/2025 | Lee Danner & Bass Inc. | 7,647 | $852K | 0.1% | -2.0% | 0.000% | |
| 4/29/2025 | NORTHSTAR ASSET MANAGEMENT Co LLC | 14,475 | $1.61M | 0.4% | -2.7% | 0.001% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 5,795 | $646K | 0.0% | +39.9% | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 542,297 | $60.46M | 0.0% | -23.8% | 0.026% | |
| 4/29/2025 | World Investment Advisors | 41,471 | $4.62M | 0.1% | +12.3% | 0.002% | |
| 4/29/2025 | Wayfinding Financial LLC | 1,888 | $210K | 0.1% | N/A | 0.000% | |
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| 4/29/2025 | Truist Financial Corp | 769,741 | $85.81M | 0.1% | -0.2% | 0.036% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 3,248 | $362K | 0.0% | +3.7% | 0.000% | |
| 4/29/2025 | Brookstone Capital Management | 12,127 | $1.35M | 0.0% | +1.9% | 0.001% | |
| 4/29/2025 | Catalyst Capital Advisors LLC | 43,092 | $4.80M | 0.1% | +81.5% | 0.002% | |
| 4/29/2025 | Nichols & Pratt Advisers LLP MA | 17,422 | $1.94M | 0.1% | -1.7% | 0.001% | |
| 4/29/2025 | Timber Creek Capital Management LLC | 36,732 | $4.10M | 1.1% | -13.6% | 0.002% | |
| 4/29/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 1,975 | $220K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 3,434 | $393K | 0.0% | -8.7% | 0.000% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 6,811 | $759K | 0.0% | -2.3% | 0.000% | |
| 4/29/2025 | Calamos Wealth Management LLC | 1,852 | $206K | 0.0% | N/A | 0.000% | |
