| 8/7/2025 | Cvfg LLC | 162,797 | $5.32M | 4.2% | +5.4% | 0.279% | |
| 8/7/2025 | Joseph Group Capital Management | 777 | $25K | 0.0% | -43.2% | 0.001% | |
| 8/7/2025 | Midwest Trust Co | 125,117 | $4.09M | 0.1% | N/A | 0.215% | |
| 8/6/2025 | AE Wealth Management LLC | 2,901 | $95K | 0.0% | -33.4% | 0.005% | |
| 8/6/2025 | Wedbush Securities Inc. | 7,135 | $233K | 0.0% | N/A | 0.012% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 136,585 | $4.46M | 0.8% | +1.4% | 0.234% | |
| 8/6/2025 | Savant Capital LLC | 126,001 | $4.12M | 0.0% | -0.3% | 0.216% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 6,127 | $200K | 0.0% | N/A | 0.011% | |
| 8/5/2025 | Key Financial Inc | 7,705 | $252K | 0.1% | +1,691.9% | 0.013% | |
| 8/5/2025 | Freestone Capital Holdings LLC | 79,711 | $2.60M | 0.1% | +27.5% | 0.137% | |
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| 8/5/2025 | Bank of Montreal Can | 226,395 | $7.39M | 0.0% | -6.5% | 0.388% | |
| 8/5/2025 | TIAA Trust National Association | 18,879 | $617K | 0.0% | +7.6% | 0.032% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 11,677 | $381K | 0.1% | +40.4% | 0.020% | |
| 8/5/2025 | Atlas Private Wealth Advisors | 552,137 | $18.03M | 2.3% | +1.4% | 0.947% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 35,362 | $1.16M | 0.0% | -7.8% | 0.061% | |
| 8/4/2025 | Hantz Financial Services Inc. | 307,993 | $10.06M | 0.2% | -2.0% | 0.528% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 9,402 | $307K | 0.0% | -14.5% | 0.016% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 464,287 | $15.16M | 0.8% | -7.4% | 0.796% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 617,595 | $20.17M | 0.0% | +0.6% | 1.059% | |
| 7/31/2025 | BIP Wealth LLC | 7,479 | $244K | 0.0% | -4.6% | 0.013% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 425,027 | $13.88M | 0.2% | +3.7% | 0.729% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 7,067 | $231K | 0.0% | +3,433.5% | 0.012% | |
| 7/31/2025 | 3EDGE Asset Management LP | 456,426 | $14.87M | 0.9% | +215.5% | 0.783% | |
| 7/31/2025 | GLOBALT Investments LLC GA | 1,439,421 | $47.01M | 1.8% | -2.1% | 2.469% | |
| 7/30/2025 | Whittier Trust Co. | 265,091 | $8.66M | 0.1% | -0.1% | 0.455% | |
| 7/30/2025 | Towneley Capital Management Inc DE | 14,526 | $474K | 0.1% | -37.2% | 0.025% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 706,444 | $23.07M | 0.5% | -0.7% | 1.212% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 568,497 | $18.57M | 0.4% | -0.1% | 0.975% | |
| 7/29/2025 | Private Trust Co. NA | 10,397 | $340K | 0.0% | +1,647.4% | 0.018% | |
| 7/28/2025 | Stegner Investment Associates Inc. | 12,365 | $404K | 0.2% | -5.0% | 0.021% | |
| 7/28/2025 | Mutual Advisors LLC | 83,649 | $2.79M | 0.1% | +10.9% | 0.143% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 430,680 | $14.07M | 0.3% | +5.1% | 0.739% | |
| 7/25/2025 | Priebe Wealth Holdings LLC | 76,863 | $2.51M | 2.2% | -19.5% | 0.132% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 376,350 | $12.29M | 0.1% | -28.6% | 0.646% | |
| 7/25/2025 | Courage Miller Partners LLC | 200,366 | $6.54M | 2.1% | +1.6% | 0.344% | |
| 7/25/2025 | Mitchell Capital Management Co. | 10,157 | $331K | 0.1% | +5.6% | 0.017% | |
| 7/25/2025 | Midwest Capital Advisors LLC | 16,725 | $546K | 0.3% | +1.9% | 0.029% | |
| 7/25/2025 | CWM LLC | 1,908 | $62K | 0.0% | +2,444.0% | 0.003% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 785,162 | $25.64M | 3.0% | +5.1% | 1.347% | |
| 7/25/2025 | Apollon Wealth Management LLC | 38,035 | $1.24M | 0.0% | -8.2% | 0.065% | |
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| 7/24/2025 | Eastern Bank | 95,803 | $3.13M | 0.1% | -9.0% | 0.164% | |
| 7/24/2025 | Blair William & Co. IL | 8,816 | $288K | 0.0% | +117.2% | 0.015% | |
| 7/24/2025 | Lokken Investment Group LLC | 31,040 | $1.01M | 0.4% | +161.8% | 0.054% | |
| 7/24/2025 | US Bancorp DE | 25,382 | $829K | 0.0% | N/A | 0.044% | |
| 7/23/2025 | SpringVest Wealth Management LLC | 18,052 | $590K | 0.5% | -47.2% | 0.031% | |
| 7/23/2025 | Valmark Advisers Inc. | 143,239 | $4.68M | 0.1% | -0.7% | 0.247% | |
| 7/23/2025 | Penney Financial LLC | 6,540 | $214K | 0.1% | N/A | 0.011% | |
| 7/23/2025 | Arcadia Investment Advisors LLC | 378,915 | $12.38M | 6.4% | -1.8% | 0.654% | |
| 7/22/2025 | Iowa State Bank | 18,005 | $588K | 0.1% | -11.4% | 0.031% | |
| 7/22/2025 | Merit Financial Group LLC | 276,442 | $9.03M | 0.1% | +0.1% | 0.477% | |
| 7/22/2025 | Simplicity Wealth LLC | 25,412 | $830K | 0.0% | +112.3% | 0.044% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,039 | $34K | 0.0% | N/A | 0.002% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 458,520 | $14.98M | 0.1% | +8.3% | 0.792% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 1,148,042 | $37.50M | 0.6% | -3.4% | 1.983% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 33,705 | $1.10M | 0.3% | -7.9% | 0.058% | |
| 7/18/2025 | SMI Advisory Services LLC | 16,628 | $541K | 0.1% | -4.5% | 0.029% | |
| 7/18/2025 | Financial Consulate Inc. | 30,171 | $985K | 0.2% | N/A | 0.052% | |
| 7/18/2025 | Truist Financial Corp | 686,603 | $22.42M | 0.0% | -0.4% | 1.186% | |
| 7/17/2025 | Capital Investment Advisors LLC | 113,560 | $3.71M | 0.1% | -2.0% | 0.196% | |
| 7/17/2025 | Hengehold Capital Management LLC | 1,140,791 | $37.26M | 3.4% | -0.1% | 1.970% | |
| 7/16/2025 | Signaturefd LLC | 1,900 | $62K | 0.0% | -78.1% | 0.003% | |
| 7/16/2025 | Novem Group | 106,320 | $3.47M | 0.4% | +4.0% | 0.184% | |
| 7/15/2025 | TD Private Client Wealth LLC | 92,719 | $3.03M | 0.1% | -7.3% | 0.160% | |
| 7/15/2025 | Smith & Howard Wealth Management LLC | 6,411 | $209K | 0.1% | N/A | 0.011% | |
| 7/15/2025 | RVW Wealth LLC | 6,425 | $210K | 0.0% | N/A | 0.011% | |
| 7/15/2025 | Kagan Cocozza Asset Management | 24,410 | $797K | 0.6% | -3.5% | 0.042% | |
| 7/15/2025 | Retirement Income Solutions Inc | 29,457 | $962K | 0.2% | N/A | 0.051% | |
| 7/15/2025 | GSB Wealth Management LLC | 13,301 | $434K | 0.1% | -26.5% | 0.023% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 137,921 | $4.51M | 1.2% | +3.4% | 0.238% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 186,640 | $6.10M | 1.2% | +0.3% | 0.322% | |
| 7/14/2025 | Friday Financial | 237,758 | $7.77M | 4.0% | +6.6% | 0.411% | |
| 7/14/2025 | Masso Torrence Wealth Management Inc. | 29,571 | $966K | 0.4% | +7.1% | 0.051% | |
| 7/14/2025 | Sterling Group Wealth Management LLC | 154,854 | $5.06M | 2.8% | -3.7% | 0.267% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,234 | $73K | 0.0% | -19.4% | 0.004% | |
| 7/10/2025 | CWC Advisors LLC. | 132,748 | $4.34M | 2.2% | +5.8% | 0.229% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 569,855 | $18.70M | 0.0% | -4.9% | 0.984% | |
| 7/10/2025 | Sharkey Howes & Javer | 10,026 | $327K | 0.0% | -40.3% | 0.017% | |
| 7/9/2025 | Chesley Taft & Associates LLC | 19,132 | $625K | 0.0% | +10.1% | 0.033% | |
| 7/9/2025 | Goelzer Investment Management Inc. | 12,113 | $396K | 0.0% | +12.3% | 0.021% | |
| 7/7/2025 | Investors Research Corp | 8,148 | $266K | 0.1% | -75.7% | 0.014% | |
| 7/7/2025 | Wealth Alliance Advisory Group LLC | 475,441 | $15.53M | 3.0% | +2.7% | 0.821% | |
| 7/7/2025 | First Community Trust NA | 1,312 | $43K | 0.0% | N/A | 0.002% | |
| 6/6/2025 | Blue Oak Capital LLC | 11,509 | $340K | 0.2% | N/A | 0.020% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,453 | $43K | 0.0% | -30.3% | 0.003% | |
| 5/20/2025 | Focus Partners Wealth | 150,001 | $4.44M | 0.0% | -13.1% | 0.259% | |
| 5/19/2025 | Jane Street Group LLC | 835,611 | $24.72M | 0.0% | +526.8% | 1.443% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 569,021 | $16.83M | 0.4% | +14.7% | 0.983% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 77,576 | $2.30M | 0.0% | +180.0% | 0.134% | |
| 5/16/2025 | NewEdge Advisors LLC | 336,594 | $9.96M | 0.1% | -3.5% | 0.581% | |
| 5/15/2025 | EP Wealth Advisors LLC | 6,730 | $199K | 0.0% | N/A | 0.012% | |
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| 5/15/2025 | Royal Bank of Canada | 64,430 | $1.91M | 0.0% | +122.5% | 0.111% | |
| 5/15/2025 | Baird Financial Group Inc. | 423,027 | $12.51M | 0.0% | +4.8% | 0.731% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 273,384 | $8.09M | 0.4% | -3.8% | 0.472% | |
| 5/14/2025 | Jane Street Group LLC | 835,611 | $24.72M | 0.0% | +526.8% | 1.443% | |
| 5/14/2025 | Synovus Financial Corp | 86,117 | $2.55M | 0.0% | +10.7% | 0.149% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 35,723 | $1.06M | 0.0% | +18.0% | 0.062% | |
| 5/14/2025 | Kestra Advisory Services LLC | 33,791 | $1M | 0.0% | -14.9% | 0.058% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 35,558 | $1.05M | 0.0% | -9.3% | 0.061% | |
| 5/14/2025 | Tiemann Investment Advisors LLC | 113,218 | $3.35M | 1.5% | -0.9% | 0.196% | |
| 5/14/2025 | Tradition Wealth Management LLC | 36,814 | $1.09M | 0.1% | +4.2% | 0.064% | |
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