| 8/7/2025 | FDx Advisors Inc. | 34,982 | $1.47M | 0.5% | -1.8% | 0.308% | |
| 8/6/2025 | Columbia River Financial Group LLC | 269,476 | $11.29M | 7.3% | -10.9% | 2.374% | |
| 8/4/2025 | Assetmark Inc. | 6,121 | $258K | 0.0% | -96.9% | 0.054% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 18,122 | $764K | 0.0% | -9.9% | 0.160% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 154,065 | $6.49M | 0.0% | +45.3% | 1.357% | |
| 7/31/2025 | VestGen Investment Management | 12,095 | $510K | 0.4% | N/A | 0.107% | |
| 7/30/2025 | Freedom Investment Management Inc. | 19,077 | $804K | 0.1% | -3.2% | 0.168% | |
| 7/29/2025 | Beverly Hills Private Wealth LLC | 11,389 | $480K | 0.1% | -2.1% | 0.100% | |
| 7/29/2025 | Dumont & Blake Investment Advisors LLC | 22,507 | $949K | 0.2% | -1.5% | 0.198% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 10,850 | $457K | 0.0% | +20.6% | 0.096% | |
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| 7/25/2025 | Concord Asset Management LLC VA | 228,260 | $9.62M | 1.4% | +28.5% | 2.011% | |
| 7/22/2025 | Red Tortoise LLC | 47,508 | $2.00M | 1.0% | N/A | 0.419% | |
| 7/22/2025 | Brown Miller Wealth Management LLC | 10,850 | $457K | 0.1% | N/A | 0.096% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 214,955 | $9.06M | 0.2% | -3.9% | 1.894% | |
| 7/18/2025 | Truist Financial Corp | 23,159 | $976K | 0.0% | -3.1% | 0.204% | |
| 7/17/2025 | Fifth Third Securities Inc. | 11,344 | $478K | 0.0% | +17.1% | 0.100% | |
| 7/15/2025 | McAdam LLC | 28,303 | $1.19M | 0.1% | -1.8% | 0.249% | |
| 7/9/2025 | Hardin Capital Partners LLC | 4,866 | $207K | 0.1% | N/A | 0.043% | |
| 7/3/2025 | Arvest Investments Inc. | 3,790 | $160K | 0.0% | -8.9% | 0.033% | |
| 5/16/2025 | Jones Financial Companies Lllp | 103,457 | $3.97M | 0.0% | +253.4% | 0.920% | |
| 5/15/2025 | Royal Bank of Canada | 105,992 | $4.07M | 0.0% | +20.0% | 0.942% | |
| 5/14/2025 | Comerica Bank | 7,725 | $296K | 0.0% | -69.8% | 0.069% | |
| 5/14/2025 | Freedom Investment Management Inc. | 19,700 | $756K | 0.1% | -2.2% | 0.175% | |
| 5/14/2025 | Synovus Financial Corp | 6,454 | $248K | 0.0% | N/A | 0.057% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 70,285 | $2.70M | 0.0% | +6.2% | 0.625% | |
| 5/14/2025 | Capital Analysts LLC | 12,486 | $478K | 0.0% | +130.9% | 0.111% | |
| 5/12/2025 | Invesco Ltd. | 39,189 | $1.50M | 0.0% | -1.7% | 0.348% | |
| 5/9/2025 | WealthShield Partners LLC | 49,327 | $1.89M | 0.2% | +3.7% | 0.438% | |
| 5/9/2025 | Beta Wealth Group Inc. | 5,894 | $226K | 0.1% | N/A | 0.052% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 80,570 | $3.09M | 0.1% | -57.2% | 0.716% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 223,742 | $8.58M | 0.2% | +0.4% | 1.989% | |
| 5/7/2025 | LPL Financial LLC | 172,084 | $6.60M | 0.0% | -7.1% | 1.530% | |
| 5/7/2025 | Brandywine Oak Private Wealth LLC | 23,210 | $890K | 0.1% | -6.6% | 0.206% | |
| 5/6/2025 | Assetmark Inc. | 199,236 | $7.64M | 0.0% | -1.3% | 1.771% | |
| 5/6/2025 | Cetera Investment Advisers | 79,040 | $3.03M | 0.0% | -9.9% | 0.703% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 13,025 | $500K | 0.0% | N/A | 0.116% | |
| 5/6/2025 | Mount Lucas Management LP | 70,922 | $2.72M | 0.9% | +129.0% | 0.630% | |
| 5/5/2025 | Counterweight Ventures LLC | 6,675 | $256K | 0.2% | -31.0% | 0.059% | |
| 5/5/2025 | Private Advisor Group LLC | 34,785 | $1.33M | 0.0% | -4.7% | 0.309% | |
| 5/2/2025 | Concord Wealth Partners | 173,272 | $6.65M | 1.1% | +87.5% | 1.540% | |
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| 5/2/2025 | Allen Capital Group LLC | 146,590 | $5.62M | 0.6% | -1.0% | 1.303% | |
| 5/2/2025 | Concord Asset Management LLC VA | 177,699 | $7.17M | 1.6% | +114.6% | 1.580% | |
| 5/1/2025 | Key Financial Inc | 24,560 | $942K | 0.2% | +3.0% | 0.218% | |
| 5/1/2025 | FDx Advisors Inc. | 35,634 | $1.37M | 0.4% | +3.1% | 0.317% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 9,000 | $345K | 0.0% | N/A | 0.080% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 8,419 | $323K | 0.0% | -12.8% | 0.075% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 11,633 | $446K | 0.1% | -8.5% | 0.103% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 5,504 | $211K | 0.1% | -18.0% | 0.049% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 106,017 | $4.07M | 0.0% | -0.9% | 0.942% | |
| 4/29/2025 | Wayfinding Financial LLC | 2,726 | $104K | 0.0% | N/A | 0.024% | |
| 4/29/2025 | Columbia River Financial Group LLC | 302,554 | $11.61M | 7.8% | +6.4% | 2.689% | |
| 4/28/2025 | D.A. Davidson & CO. | 13,383 | $513K | 0.0% | +13.4% | 0.119% | |
| 4/25/2025 | Bay Capital Advisors LLC | 5,714 | $219K | 0.2% | -10.8% | 0.051% | |
| 4/22/2025 | PFG Investments LLC | 10,674 | $409K | 0.0% | +2.7% | 0.098% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 14,564 | $559K | 0.0% | -6.8% | 0.134% | |
| 4/15/2025 | Curbstone Financial Management Corp | 11,028 | $423K | 0.1% | N/A | 0.101% | |
| 4/9/2025 | HBW Advisory Services LLC | 5,703 | $219K | 0.0% | N/A | 0.052% | |
| 4/8/2025 | Dumont & Blake Investment Advisors LLC | 22,842 | $876K | 0.2% | -1.4% | 0.210% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 6,714 | $234K | 0.1% | N/A | 0.063% | |
| 2/19/2025 | Columbia River Financial Group LLC | 284,363 | $9.94M | 6.8% | N/A | 2.222% | |
| 2/18/2025 | Note Advisors LLC | 6,349 | $222K | 0.2% | N/A | 0.050% | |
| 2/17/2025 | Cetera Investment Advisers | 87,752 | $3.07M | 0.0% | +1.1% | 0.686% | |
| 2/17/2025 | Baker Avenue Asset Management LP | 188,075 | $6.58M | 0.2% | +136.1% | 1.469% | |
| 2/17/2025 | Beverly Hills Private Wealth LLC | 12,714 | $444K | 0.1% | -56.6% | 0.099% | |
| 2/17/2025 | Bank of America Corp DE | 752,344 | $26.30M | 0.0% | -3.8% | 5.878% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 79,981 | $2.80M | 0.0% | +237.0% | 0.625% | |
| 2/14/2025 | Jane Street Group LLC | 134,743 | $4.71M | 0.0% | +36.7% | 1.053% | |
| 2/14/2025 | Comerica Bank | 25,587 | $895K | 0.0% | -3.1% | 0.200% | |
| 2/14/2025 | Capital Analysts LLC | 5,408 | $189K | 0.0% | +15.2% | 0.042% | |
| 2/14/2025 | Susquehanna International Group LLP | 107,006 | $3.74M | 0.0% | +125.3% | 0.836% | |
| 2/14/2025 | Stifel Financial Corp | 127,664 | $4.46M | 0.0% | -3.8% | 0.997% | |
| 2/14/2025 | MML Investors Services LLC | 63,672 | $2.23M | 0.0% | +31.2% | 0.497% | |
| 2/14/2025 | Freedom Investment Management Inc. | 20,148 | $704K | 0.1% | +5.4% | 0.157% | |
| 2/13/2025 | Raymond James Financial Inc. | 43,206 | $1.51M | 0.0% | N/A | 0.338% | |
| 2/13/2025 | Invesco Ltd. | 39,848 | $1.39M | 0.0% | +1.4% | 0.311% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 106,988 | $3.74M | 0.0% | -12.7% | 0.836% | |
| 2/13/2025 | Wells Fargo & Company MN | 261,037 | $9.13M | 0.0% | -1.7% | 2.039% | |
| 2/12/2025 | JPMorgan Chase & Co. | 17,353 | $607K | 0.0% | -34.2% | 0.136% | |
| 2/12/2025 | Bay Capital Advisors LLC | 6,409 | $224K | 0.2% | N/A | 0.050% | |
| 2/11/2025 | LPL Financial LLC | 185,326 | $6.48M | 0.0% | -5.3% | 1.448% | |
| 2/10/2025 | Parallel Advisors LLC | 32,693 | $1.14M | 0.0% | -13.4% | 0.255% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 56,706 | $1.98M | 0.0% | -1.1% | 0.443% | |
| 2/7/2025 | HighTower Advisors LLC | 12,494 | $437K | 0.0% | -11.4% | 0.098% | |
| 2/7/2025 | Mount Lucas Management LP | 30,965 | $1.08M | 0.4% | -53.7% | 0.242% | |
| 2/6/2025 | Raymond James Financial Inc. | 43,206 | $1.51M | 0.0% | N/A | 0.338% | |
| 2/6/2025 | Assetmark Inc. | 201,786 | $7.05M | 0.0% | +0.9% | 1.576% | |
| 2/6/2025 | Jones Financial Companies Lllp | 29,275 | $1.02M | 0.0% | +41.2% | 0.229% | |
| 2/5/2025 | US Bancorp DE | 1,679 | $59K | 0.0% | -70.6% | 0.013% | |
| 2/5/2025 | Conservest Capital Advisors Inc. | 15,945 | $557K | 0.1% | +43.6% | 0.125% | |
| 2/5/2025 | Flputnam Investment Management Co. | 5,782 | $202K | 0.0% | -35.1% | 0.045% | |
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| 2/4/2025 | WealthShield Partners LLC | 47,567 | $1.66M | 0.2% | -19.8% | 0.372% | |
| 2/4/2025 | Partners Wealth Management LLC | 21,819 | $763K | 0.9% | N/A | 0.170% | |
| 2/3/2025 | Winebrenner Capital Management LLC | 20,535 | $718K | 0.6% | N/A | 0.160% | |
| 2/3/2025 | FDx Advisors Inc. | 34,569 | $1.21M | 0.4% | +4.3% | 0.270% | |
| 2/3/2025 | Private Advisor Group LLC | 36,507 | $1.28M | 0.0% | -3.1% | 0.285% | |
| 1/31/2025 | AlphaCentric Advisors LLC | 4,479 | $157K | 0.2% | -52.2% | 0.035% | |
| 1/29/2025 | Balentine LLC | 10,250 | $358K | 0.0% | +25.4% | 0.080% | |
| 1/27/2025 | Country Club Bank | 11,658 | $407K | 0.0% | N/A | 0.091% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 9,660 | $338K | 0.0% | N/A | 0.075% | |
| 1/24/2025 | McAdam LLC | 28,952 | $1.01M | 0.1% | +10.7% | 0.226% | |
