| 8/8/2025 | Tortoise Investment Management LLC | 386,850 | $10.26M | 1.0% | -0.8% | 1.105% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 340,868 | $9.04M | 0.2% | +4.1% | 0.974% | |
| 8/8/2025 | Creative Planning | 8,093 | $215K | 0.0% | N/A | 0.023% | |
| 8/8/2025 | Wrapmanager Inc. | 114,938 | $3.05M | 0.7% | +13.5% | 0.328% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 735,073 | $19.50M | 0.0% | -13.7% | 2.100% | |
| 8/8/2025 | United Asset Strategies Inc. | 22,330 | $592K | 0.1% | -68.4% | 0.064% | |
| 8/6/2025 | Maltin Wealth Management Inc. | 259,337 | $6.88M | 3.1% | +10.2% | 0.741% | |
| 8/6/2025 | Moors & Cabot Inc. | 14,417 | $382K | 0.0% | N/A | 0.041% | |
| 8/5/2025 | Bank of New York Mellon Corp | 367,643 | $9.75M | 0.0% | +2.7% | 1.050% | |
| 8/5/2025 | Bank of Montreal Can | 735,554 | $19.51M | 0.0% | +5.0% | 2.102% | |
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| 8/5/2025 | Gould Asset Management LLC CA | 600,486 | $15.93M | 3.1% | +7.2% | 1.716% | |
| 8/4/2025 | Atria Investments Inc | 7,980 | $212K | 0.0% | N/A | 0.023% | |
| 8/4/2025 | Savvy Advisors Inc. | 35,943 | $954K | 0.1% | +5.0% | 0.103% | |
| 8/4/2025 | Keybank National Association OH | 180,630 | $4.79M | 0.0% | -0.5% | 0.516% | |
| 8/4/2025 | World Investment Advisors | 27,026 | $717K | 0.0% | +5.6% | 0.077% | |
| 8/1/2025 | Petra Financial Advisors Inc. | 54,503 | $1.45M | 0.9% | -2.2% | 0.156% | |
| 8/1/2025 | Advisory Alpha LLC | 70,669 | $1.88M | 0.1% | +33.8% | 0.202% | |
| 8/1/2025 | Signature Wealth Management Group | 78,800 | $2.09M | 0.8% | +4.4% | 0.225% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 765,010 | $20.30M | 0.0% | -8.7% | 2.186% | |
| 7/31/2025 | Whipplewood Advisors LLC | 29,483 | $782K | 0.4% | +524.5% | 0.084% | |
| 7/31/2025 | Rational Advisors Inc. | 157,852 | $4.19M | 0.4% | -67.4% | 0.451% | |
| 7/30/2025 | Freedom Investment Management Inc. | 171,698 | $4.56M | 0.4% | -6.6% | 0.491% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 38,841 | $1.03M | 0.1% | -89.9% | 0.111% | |
| 7/30/2025 | Patten Group Inc. | 86,140 | $2.29M | 0.5% | -4.7% | 0.246% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 17,071 | $453K | 0.0% | +8.1% | 0.049% | |
| 7/29/2025 | Joseph P. Lucia & Associates LLC | 14,840 | $394K | 0.2% | -6.7% | 0.042% | |
| 7/28/2025 | Harbour Investments Inc. | 5,824 | $155K | 0.0% | +25.7% | 0.017% | |
| 7/28/2025 | Hudson Capital Management LLC | 110,915 | $2.94M | 0.8% | -2.7% | 0.317% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 14,355 | $381K | 0.0% | +4.0% | 0.041% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 98,626 | $2.59M | 0.7% | +4.7% | 0.282% | |
| 7/25/2025 | MGO One Seven LLC | 27,244 | $723K | 0.0% | -7.3% | 0.078% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 170,650 | $4.53M | 1.5% | +34.2% | 0.488% | |
| 7/25/2025 | Apollon Wealth Management LLC | 7,926 | $210K | 0.0% | N/A | 0.023% | |
| 7/24/2025 | Blair William & Co. IL | 2,905 | $77K | 0.0% | -54.4% | 0.008% | |
| 7/23/2025 | TI Trust Inc. | 73,462 | $1.95M | 1.3% | +30.1% | 0.210% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 9,890 | $262K | 0.0% | -27.1% | 0.028% | |
| 7/22/2025 | DAVENPORT & Co LLC | 16,485 | $437K | 0.0% | N/A | 0.047% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 96,940 | $2.57M | 0.0% | +18.2% | 0.277% | |
| 7/18/2025 | PFG Investments LLC | 61,260 | $1.63M | 0.1% | +0.8% | 0.175% | |
| 7/18/2025 | Truist Financial Corp | 193,361 | $5.13M | 0.0% | -6.3% | 0.552% | |
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| 7/17/2025 | Eagle Bluffs Wealth Management LLC | 44,611 | $1.18M | 0.6% | -12.1% | 0.127% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 29,641 | $786K | 0.0% | +2.2% | 0.085% | |
| 7/17/2025 | Oceanside Advisors LLC | 107,036 | $2.84M | 1.9% | +4.0% | 0.306% | |
| 7/17/2025 | KG&L Capital Management LLC | 70,765 | $1.88M | 0.6% | +2.9% | 0.202% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 3,093 | $82K | 0.0% | +116.6% | 0.009% | |
| 7/10/2025 | Anderson Hoagland & Co. | 64,267 | $1.71M | 0.2% | -1.7% | 0.184% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 17,751 | $471K | 0.0% | -33.1% | 0.051% | |
| 7/7/2025 | Bangor Savings Bank | 27,533 | $730K | 0.1% | -19.8% | 0.079% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 212,869 | $5.68M | 1.0% | -8.5% | 0.606% | |
| 5/19/2025 | Jane Street Group LLC | 391,556 | $10.45M | 0.0% | -39.4% | 1.114% | |
| 5/19/2025 | Advisory Alpha LLC | 52,831 | $1.41M | 0.0% | +1.1% | 0.150% | |
| 5/16/2025 | NewEdge Advisors LLC | 54,152 | $1.45M | 0.0% | +7.8% | 0.154% | |
| 5/16/2025 | Ancora Advisors LLC | 1,500 | $40K | 0.0% | -87.0% | 0.004% | |
| 5/15/2025 | Royal Bank of Canada | 251,589 | $6.71M | 0.0% | -18.6% | 0.716% | |
| 5/15/2025 | Centric Wealth Management | 23,347 | $623K | 0.2% | +2.9% | 0.066% | |
| 5/15/2025 | Tortoise Investment Management LLC | 389,790 | $10.40M | 1.1% | +52.9% | 1.071% | |
| 5/15/2025 | D L Carlson Investment Group Inc. | 97,133 | $2.59M | 0.5% | -1.7% | 0.267% | |
| 5/14/2025 | CreativeOne Wealth LLC | 9,252 | $247K | 0.0% | -21.4% | 0.025% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 9,328 | $249K | 0.1% | -8.9% | 0.026% | |
| 5/14/2025 | Jane Street Group LLC | 391,556 | $10.45M | 0.0% | -39.4% | 1.076% | |
| 5/14/2025 | Freedom Investment Management Inc. | 183,771 | $4.90M | 0.4% | -1.5% | 0.505% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 47,499 | $1.26M | 0.1% | -38.9% | 0.130% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 266,173 | $7.10M | 0.0% | +12.2% | 0.731% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 8,359 | $223K | 0.2% | -41.5% | 0.023% | |
| 5/14/2025 | Kestra Advisory Services LLC | 43,712 | $1.17M | 0.0% | -9.8% | 0.120% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 127,184 | $3.39M | 1.3% | -14.8% | 0.349% | |
| 5/14/2025 | United Asset Strategies Inc. | 70,775 | $1.89M | 0.2% | +1.2% | 0.194% | |
| 5/14/2025 | Flow Traders U.S. LLC | 21,828 | $582K | 0.0% | -67.3% | 0.060% | |
| 5/14/2025 | Joseph P. Lucia & Associates LLC | 15,907 | $424K | 0.2% | -13.5% | 0.044% | |
| 5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 740,957 | $19.77M | 0.4% | -1.5% | 2.036% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,533,088 | $40.90M | 0.0% | -6.3% | 4.212% | |
| 5/13/2025 | Progressive Investment Management Corp | 13,506 | $360K | 0.1% | +10.9% | 0.037% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 11,944 | $319K | 0.0% | -4.1% | 0.033% | |
| 5/13/2025 | HighTower Advisors LLC | 1,270,735 | $33.90M | 0.0% | +9.2% | 3.491% | |
| 5/12/2025 | Invesco Ltd. | 247,754 | $6.61M | 0.0% | +1.7% | 0.681% | |
| 5/12/2025 | Savvy Advisors Inc. | 34,223 | $913K | 0.1% | +7.5% | 0.094% | |
| 5/9/2025 | Roberts Glore & Co. Inc. IL | 48,002 | $1.28M | 0.4% | -13.5% | 0.132% | |
| 5/9/2025 | Wealthspire Advisors LLC | 244,308 | $6.52M | 0.0% | -21.7% | 0.671% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,806 | $368K | 0.0% | -8.1% | 0.038% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 852,154 | $22.74M | 0.0% | -15.7% | 2.341% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 101,434 | $2.71M | 0.1% | +4.4% | 0.279% | |
| 5/8/2025 | Harbour Investments Inc. | 4,635 | $124K | 0.0% | -32.6% | 0.013% | |
| 5/6/2025 | Cetera Investment Advisers | 82,013 | $2.19M | 0.0% | -6.4% | 0.225% | |
| 5/6/2025 | Fagan Associates Inc. | 19,069 | $509K | 0.1% | -4.2% | 0.052% | |
| 5/5/2025 | STAR Financial Bank | 43,040 | $1.15M | 0.8% | +16.4% | 0.118% | |
| 5/5/2025 | Private Advisor Group LLC | 55,327 | $1.48M | 0.0% | -34.2% | 0.152% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 327,569 | $8.74M | 0.2% | +10.2% | 0.900% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 11,344 | $303K | 0.0% | -15.8% | 0.031% | |
| 5/2/2025 | Whittier Trust Co. | 4,033 | $108K | 0.0% | -71.8% | 0.011% | |
| 5/2/2025 | Sigma Planning Corp | 13,866 | $370K | 0.0% | -11.1% | 0.038% | |
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| 5/1/2025 | Gould Asset Management LLC CA | 559,898 | $14.94M | 3.1% | +12.0% | 1.538% | |
| 5/1/2025 | Rational Advisors Inc. | 483,975 | $12.91M | 1.3% | -8.5% | 1.330% | |
| 4/30/2025 | Cerity Partners LLC | 30,622 | $817K | 0.0% | +1.8% | 0.084% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 14,592 | $389K | 0.0% | -4.4% | 0.040% | |
| 4/30/2025 | Gilliland Jeter Wealth Management LLC | 9,662 | $258K | 0.1% | +25.8% | 0.027% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 837,556 | $22.35M | 0.0% | -27.7% | 2.301% | |
| 4/29/2025 | Bank of New York Mellon Corp | 357,956 | $9.55M | 0.0% | -78.5% | 0.983% | |
| 4/29/2025 | World Investment Advisors | 25,588 | $683K | 0.0% | +7.4% | 0.070% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 3,028 | $81K | 0.0% | -30.4% | 0.008% | |
| 4/29/2025 | Conning Inc. | 490,000 | $13.07M | 0.5% | +4.3% | 1.346% | |
