| 7/24/2025 | Comprehensive Money Management Services LLC | 5,223 | $305K | 0.2% | +6.7% | 0.000% | |
| 7/24/2025 | Inspire Investing LLC | 3,456 | $202K | 0.0% | N/A | 0.000% | |
| 7/24/2025 | SLT Holdings LLC | 4,146 | $242K | 0.2% | N/A | 0.000% | |
| 7/24/2025 | Aberdeen Group plc | 208,700 | $12.17M | 0.0% | +3.3% | 0.017% | |
| 7/24/2025 | Eastern Bank | 1,318 | $77K | 0.0% | -20.9% | 0.000% | |
| 7/24/2025 | Lmcg Investments LLC | 50,167 | $2.93M | 0.2% | -12.6% | 0.004% | |
| 7/24/2025 | Allen Wealth Management LLC | 27,037 | $1.58M | 1.1% | +3.2% | 0.002% | |
| 7/24/2025 | Callan Family Office LLC | 42,960 | $2.51M | 0.1% | +191.4% | 0.003% | |
| 7/24/2025 | Blair William & Co. IL | 16,453 | $960K | 0.0% | +17.8% | 0.001% | |
| 7/24/2025 | Live Oak Investment Partners | 19,812 | $1.16M | 0.9% | +0.8% | 0.002% | |
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| 7/24/2025 | US Bancorp DE | 90,852 | $5.30M | 0.0% | -8.3% | 0.007% | |
| 7/23/2025 | Columbus Macro LLC | 27,606 | $1.61M | 0.2% | N/A | 0.002% | |
| 7/23/2025 | Cohen Investment Advisors LLC | 4,982 | $291K | 0.2% | -7.9% | 0.000% | |
| 7/23/2025 | Vontobel Holding Ltd. | 14,142 | $825K | 0.0% | +3.2% | 0.001% | |
| 7/23/2025 | Eagle Strategies LLC | 4,291 | $250K | 0.0% | -16.4% | 0.000% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 6,057 | $376K | 0.1% | -14.0% | 0.000% | |
| 7/23/2025 | Abel Hall LLC | 10,897 | $636K | 0.3% | +68.0% | 0.001% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 3,565 | $208K | 0.0% | -33.5% | 0.000% | |
| 7/23/2025 | Euro Pacific Asset Management LLC | 46,225 | $2.70M | 0.4% | +848.2% | 0.004% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 26,843 | $1.57M | 0.0% | +4.1% | 0.002% | |
| 7/22/2025 | Capital Advisors Inc. OK | 431,359 | $25.16M | 0.5% | +1.4% | 0.034% | |
| 7/22/2025 | Belpointe Asset Management LLC | 4,298 | $251K | 0.0% | +13.5% | 0.000% | |
| 7/22/2025 | Euro Pacific Asset Management LLC | 46,225 | $2.70M | 0.4% | +848.2% | 0.004% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 4,061 | $237K | 0.0% | -36.6% | 0.000% | |
| 7/22/2025 | DAVENPORT & Co LLC | 32,763 | $1.91M | 0.0% | +4.6% | 0.003% | |
| 7/22/2025 | Marks Group Wealth Management Inc | 3,652 | $213K | 0.0% | -6.1% | 0.000% | |
| 7/22/2025 | Checchi Capital Advisers LLC | 9,972 | $582K | 0.0% | -1.9% | 0.001% | |
| 7/22/2025 | LGT Fund Management Co Ltd. | 16,174 | $943K | 0.1% | +65.1% | 0.001% | |
| 7/21/2025 | QRG Capital Management Inc. | 77,578 | $4.53M | 0.0% | -27.5% | 0.006% | |
| 7/21/2025 | Grassi Investment Management | 192,969 | $11.26M | 0.9% | -1.0% | 0.015% | |
| 7/21/2025 | Stock Yards Bank & Trust Co. | 4,138 | $241K | 0.0% | -11.6% | 0.000% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,305 | $193K | 0.0% | N/A | 0.000% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 7,774 | $453K | 0.0% | +56.5% | 0.001% | |
| 7/21/2025 | Synergy Asset Management LLC | 55,184 | $3.22M | 0.4% | N/A | 0.004% | |
| 7/21/2025 | Hilltop National Bank | 753 | $44K | 0.0% | N/A | 0.000% | |
| 7/18/2025 | Philip James Wealth Mangement LLC | 23,067 | $1.35M | 0.2% | -1.0% | 0.002% | |
| 7/18/2025 | Naples Global Advisors LLC | 103,863 | $6.06M | 0.5% | +2.3% | 0.008% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 8,575 | $500K | 0.0% | -29.0% | 0.001% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 6,333 | $369K | 0.0% | -2.9% | 0.001% | |
| 7/18/2025 | Community Bank & Trust Waco Texas | 27,540 | $1.61M | 0.4% | +8.0% | 0.002% | |
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| 7/18/2025 | PFG Investments LLC | 5,913 | $345K | 0.0% | +7.9% | 0.000% | |
| 7/18/2025 | Columbia Asset Management | 7,967 | $465K | 0.1% | +23.3% | 0.001% | |
| 7/18/2025 | Truist Financial Corp | 62,430 | $3.64M | 0.0% | -23.0% | 0.005% | |
| 7/18/2025 | Union Bancaire Privee UBP SA | 2,150 | $125K | 0.0% | -11.5% | 0.000% | |
| 7/17/2025 | XML Financial LLC | 6,415 | $374K | 0.0% | +20.7% | 0.001% | |
| 7/17/2025 | Capital Investment Advisors LLC | 73,650 | $4.30M | 0.1% | -9.8% | 0.006% | |
| 7/17/2025 | HB Wealth Management LLC | 3,548 | $207K | 0.0% | -28.7% | 0.000% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 89,172 | $5.20M | 0.0% | -71.1% | 0.007% | |
| 7/17/2025 | Venture Visionary Partners LLC | 32,372 | $1.89M | 0.1% | -13.3% | 0.003% | |
| 7/17/2025 | Addenda Capital Inc. | 99,617 | $5.81M | 0.3% | -0.6% | 0.008% | |
| 7/17/2025 | Avior Wealth Management LLC | 4,681 | $273K | 0.0% | -42.9% | 0.000% | |
| 7/17/2025 | Uncommon Cents Investing LLC | 59,730 | $3.48M | 0.9% | +2.4% | 0.005% | |
| 7/17/2025 | Sage Rhino Capital LLC | 3,717 | $217K | 0.0% | -13.8% | 0.000% | |
| 7/16/2025 | Brown Lisle Cummings Inc. | 6,550 | $382K | 0.1% | -20.8% | 0.001% | |
| 7/16/2025 | Signaturefd LLC | 15,870 | $926K | 0.0% | -20.8% | 0.001% | |
| 7/16/2025 | Old Port Advisors | 26,218 | $1.53M | 0.4% | +23.4% | 0.002% | |
| 7/16/2025 | Eagle Global Advisors LLC | 20,800 | $1.21M | 0.0% | -25.2% | 0.002% | |
| 7/16/2025 | FCG Investment Co | 3,950 | $230K | 0.1% | -72.2% | 0.000% | |
| 7/16/2025 | Bank Pictet & Cie Europe AG | 21,135 | $1.23M | 0.0% | -14.9% | 0.002% | |
| 7/16/2025 | MKT Advisors LLC | 5,240 | $305K | 0.1% | +6.1% | 0.000% | |
| 7/16/2025 | Perigon Wealth Management LLC | 17,875 | $1.04M | 0.0% | +4.7% | 0.001% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 4,424 | $258K | 0.0% | -8.0% | 0.000% | |
| 7/15/2025 | Jeppson Wealth Management LLC | 29,902 | $1.74M | 0.6% | -1.8% | 0.002% | |
| 7/15/2025 | First City Capital Management Inc. | 12,982 | $757K | 0.4% | -3.7% | 0.001% | |
| 7/15/2025 | Ballentine Partners LLC | 3,962 | $231K | 0.0% | -17.4% | 0.000% | |
| 7/15/2025 | Accurate Wealth Management LLC | 10,850 | $652K | 0.1% | -8.8% | 0.001% | |
| 7/15/2025 | Fifth Third Bancorp | 35,242 | $2.06M | 0.0% | -1.5% | 0.003% | |
| 7/15/2025 | Eaton Financial Holdings Company LLC | 13,896 | $811K | 0.2% | N/A | 0.001% | |
| 7/14/2025 | Kapitalo Investimentos Ltda | 127,754 | $7.45M | 1.6% | -50.5% | 0.010% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 1,312 | $77K | 0.0% | -31.2% | 0.000% | |
| 7/14/2025 | GAMMA Investing LLC | 1,556 | $91K | 0.0% | -38.9% | 0.000% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 42,979 | $2.51M | 0.1% | -5.4% | 0.003% | |
| 7/14/2025 | Toth Financial Advisory Corp | 615 | $36K | 0.0% | -48.7% | 0.000% | |
| 7/14/2025 | Park Avenue Securities LLC | 13,585 | $792K | 0.0% | -9.1% | 0.001% | |
| 7/14/2025 | Sowell Financial Services LLC | 12,291 | $717K | 0.0% | -42.2% | 0.001% | |
| 7/11/2025 | Wealth Management Partners LLC | 18,376 | $1.06M | 0.4% | N/A | 0.001% | |
| 7/11/2025 | Mitchell & Pahl Private Wealth LLC | 14,363 | $838K | 0.4% | +5.4% | 0.001% | |
| 7/11/2025 | BTC Capital Management Inc. | 30,328 | $1.77M | 0.1% | +3.9% | 0.002% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,235 | $305K | 0.0% | +30.1% | 0.000% | |
| 7/11/2025 | UMB Bank n.a. | 1,360 | $79K | 0.0% | -36.3% | 0.000% | |
| 7/11/2025 | Viking Fund Management LLC | 3,000 | $175K | 0.0% | -33.3% | 0.000% | |
| 7/11/2025 | Bell Bank | 178,456 | $10.41M | 0.5% | +15.9% | 0.014% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 5,019,208 | $292.77M | 0.0% | N/A | 0.400% | |
| 7/11/2025 | Grove Bank & Trust | 1,139 | $66K | 0.0% | +24.5% | 0.000% | |
| 7/10/2025 | Triangle Securities Wealth Management | 6,525 | $381K | 0.1% | -11.0% | 0.001% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 5,150 | $304K | 0.0% | -14.6% | 0.000% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 105,431 | $6.22M | 0.0% | +6.8% | 0.008% | |
| 7/9/2025 | Gilman Hill Asset Management LLC | 71,287 | $4.16M | 0.7% | +2.2% | 0.006% | |
| 7/9/2025 | Central Valley Advisors LLC | 26,233 | $1.53M | 0.5% | N/A | 0.002% | |
| 7/9/2025 | Gateway Investment Advisers LLC | 4,486 | $262K | 0.0% | -78.5% | 0.000% | |
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| 7/9/2025 | Goelzer Investment Management Inc. | 73,874 | $4.31M | 0.2% | -1.9% | 0.006% | |
| 7/9/2025 | Aaron Wealth Advisors LLC | 7,272 | $424K | 0.0% | -3.4% | 0.001% | |
| 7/8/2025 | Gallacher Capital Management LLC | 6,155 | $359K | 0.2% | +7.2% | 0.000% | |
| 7/8/2025 | Parallel Advisors LLC | 4,401 | $257K | 0.0% | -10.0% | 0.000% | |
| 7/7/2025 | Salem Investment Counselors Inc. | 90,133 | $5.26M | 0.2% | -4.8% | 0.007% | |
| 7/2/2025 | Neville Rodie & Shaw Inc. | 29,700 | $1.73M | 0.1% | -9.2% | 0.002% | |
| 6/4/2025 | First Hawaiian Bank | 10,295 | $619K | 0.0% | -17.4% | 0.001% | |
| 5/29/2025 | Rhumbline Advisers | 16,123 | $969K | 0.0% | -35.0% | 0.001% | |
| 5/28/2025 | Ellsworth Advisors LLC | 13,696 | $823K | 0.2% | +22.9% | 0.001% | |
| 5/21/2025 | Acadian Asset Management LLC | 57,595 | $3.46M | 0.0% | +37.9% | 0.005% | |
