| 8/8/2025 | Cetera Investment Advisers | 17,034 | $1.10M | 0.0% | -19.0% | 0.068% | |
| 8/8/2025 | Creative Planning | 10,702 | $694K | 0.0% | +43.8% | 0.043% | |
| 8/8/2025 | Independence Financial Advisors LLC | 146,441 | $9.49M | 3.7% | -8.3% | 0.583% | |
| 8/8/2025 | Smithfield Trust Co | 6,650 | $431K | 0.0% | +41.2% | 0.026% | |
| 8/7/2025 | Birchcreek Wealth Management LLC | 19,342 | $1.25M | 0.7% | +12.1% | 0.077% | |
| 8/7/2025 | Allworth Financial LP | 486 | $31K | 0.0% | -38.9% | 0.002% | |
| 8/6/2025 | AGF Management Ltd. | 632,275 | $40.98M | 0.2% | +10.6% | 2.519% | |
| 8/6/2025 | AE Wealth Management LLC | 119,757 | $7.76M | 0.1% | +7.3% | 0.477% | |
| 8/6/2025 | Maltin Wealth Management Inc. | 58,061 | $3.76M | 1.7% | +2.0% | 0.231% | |
| 8/6/2025 | Mcrae Capital Management Inc. | 3,116 | $202K | 0.0% | N/A | 0.012% | |
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| 8/6/2025 | Atlantic Union Bankshares Corp | 400 | $26K | 0.0% | N/A | 0.002% | |
| 8/6/2025 | New Millennium Group LLC | 727 | $47K | 0.0% | +38.2% | 0.003% | |
| 8/6/2025 | Stonebridge Financial Planning Group LLC | 16,225 | $1.05M | 0.4% | +3.8% | 0.065% | |
| 8/5/2025 | Beckerman Institutional LLC | 22,107 | $1.43M | 1.0% | -4.9% | 0.088% | |
| 8/5/2025 | Sigma Planning Corp | 15,010 | $973K | 0.0% | -21.8% | 0.060% | |
| 8/5/2025 | EPG Wealth Management LLC | 19,458 | $1.26M | 0.4% | -13.8% | 0.078% | |
| 8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 2,484,280 | $161.01M | 1.8% | +22.7% | 9.898% | |
| 8/4/2025 | Arkadios Wealth Advisors | 23,978 | $1.55M | 0.0% | +1.5% | 0.096% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 47,388 | $3.07M | 0.0% | -56.8% | 0.189% | |
| 7/31/2025 | Moment Partners LLC | 3,228 | $209K | 0.0% | -12.9% | 0.013% | |
| 7/30/2025 | Pacific Sun Financial Corp | 19,406 | $1.26M | 0.7% | +2.1% | 0.077% | |
| 7/30/2025 | VCI Wealth Management LLC | 21,409 | $1.39M | 0.5% | +7.4% | 0.085% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 4,710 | $305K | 0.0% | -19.3% | 0.019% | |
| 7/28/2025 | Harbour Investments Inc. | 1,595 | $103K | 0.0% | +14.4% | 0.006% | |
| 7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 5,977 | $387K | 0.1% | +31.9% | 0.024% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 17,298 | $1.12M | 0.0% | -41.3% | 0.069% | |
| 7/25/2025 | Apollon Wealth Management LLC | 7,774 | $504K | 0.0% | -4.1% | 0.031% | |
| 7/24/2025 | Williams & Novak LLC | 4,573 | $296K | 0.3% | -3.5% | 0.018% | |
| 7/24/2025 | Court Place Advisors LLC | 16,805 | $1.09M | 0.3% | +1.2% | 0.067% | |
| 7/24/2025 | Live Oak Investment Partners | 15,964 | $1.04M | 0.8% | +10.5% | 0.064% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 8,510 | $552K | 0.0% | +5.5% | 0.034% | |
| 7/23/2025 | Elm3 Financial Group LLC | 7,263 | $471K | 0.4% | N/A | 0.029% | |
| 7/22/2025 | Grimes & Company Inc. | 21,192 | $1.37M | 0.0% | N/A | 0.085% | |
| 7/22/2025 | Yoder Wealth Management Inc. | 76,265 | $4.94M | 2.6% | +5.2% | 0.305% | |
| 7/21/2025 | Exchange Capital Management Inc. | 30,879 | $2.00M | 0.3% | -6.3% | 0.124% | |
| 7/18/2025 | Vicus Capital | 289,689 | $18.78M | 1.6% | +4.4% | 1.154% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 67,249 | $4.36M | 0.0% | +16.0% | 0.269% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 624 | $40K | 0.0% | N/A | 0.002% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 194,911 | $12.63M | 1.7% | +4.6% | 0.780% | |
| 7/16/2025 | Southern Capital Advisors LLC | 77,730 | $5.04M | 2.6% | -0.2% | 0.311% | |
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| 7/16/2025 | Beaumont Financial Advisors LLC | 28,557 | $1.85M | 0.1% | N/A | 0.114% | |
| 7/16/2025 | American National Bank & Trust | 12,878 | $835K | 0.1% | -1.7% | 0.052% | |
| 7/16/2025 | Fischer Financial Services Inc. | 106,462 | $6.88M | 2.0% | +0.2% | 0.426% | |
| 7/15/2025 | Lynch & Associates IN | 25,292 | $1.64M | 0.3% | +3.7% | 0.101% | |
| 7/14/2025 | Mechanics Bank Trust Department | 23,816 | $1.54M | 0.2% | -3.0% | 0.095% | |
| 7/14/2025 | Park Avenue Securities LLC | 3,098 | $201K | 0.0% | N/A | 0.012% | |
| 7/11/2025 | CX Institutional | 19,815 | $1.28M | 0.0% | +12.2% | 0.079% | |
| 7/10/2025 | Charter Oak Capital Management LLC | 6,265 | $406K | 0.0% | -20.1% | 0.025% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 9,310 | $603K | 0.0% | -1.9% | 0.037% | |
| 7/10/2025 | Sovran Advisors LLC | 6,256 | $401K | 0.0% | +10.6% | 0.025% | |
| 7/2/2025 | Crumly & Associates Inc. | 123,933 | $8.03M | 2.0% | +11.2% | 0.496% | |
| 5/20/2025 | Integrity Alliance LLC. | 13,596 | $765K | 0.0% | N/A | 0.056% | |
| 5/19/2025 | Jane Street Group LLC | 8,842 | $497K | 0.0% | -61.3% | 0.036% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 9,616 | $541K | 0.0% | +18.6% | 0.039% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,699 | $96K | 0.0% | -84.5% | 0.007% | |
| 5/16/2025 | NewEdge Advisors LLC | 9,354 | $526K | 0.0% | +128.0% | 0.038% | |
| 5/16/2025 | Algorithmic Investment Models LLC | 90,458 | $5.09M | 3.7% | -6.1% | 0.370% | |
| 5/15/2025 | Royal Bank of Canada | 10,987 | $618K | 0.0% | -19.9% | 0.045% | |
| 5/15/2025 | Trexquant Investment LP | 4,343 | $244K | 0.0% | N/A | 0.018% | |
| 5/14/2025 | Full Sail Capital LLC | 240,522 | $13.53M | 0.9% | -4.1% | 0.984% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,263,294 | $71.07M | 0.1% | +14.4% | 5.167% | |
| 5/14/2025 | Kestra Advisory Services LLC | 150,696 | $8.48M | 0.0% | -10.9% | 0.616% | |
| 5/14/2025 | CW Advisors LLC | 34,515 | $1.94M | 0.0% | -0.6% | 0.141% | |
| 5/14/2025 | Hsbc Holdings PLC | 10,704 | $602K | 0.0% | +43.9% | 0.044% | |
| 5/13/2025 | Leigh Baldwin & CO. LLC | 4,179 | $235K | 0.2% | +11.4% | 0.017% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 45,543 | $2.56M | 0.0% | -60.1% | 0.186% | |
| 5/13/2025 | HighTower Advisors LLC | 182,689 | $10.28M | 0.0% | +5.0% | 0.747% | |
| 5/12/2025 | AGF Management Ltd. | 571,594 | $32.16M | 0.2% | +2.2% | 2.338% | |
| 5/12/2025 | Meridian Wealth Management LLC | 12,471 | $702K | 0.0% | +3.6% | 0.051% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 66,153 | $3.72M | 0.5% | +7.7% | 0.271% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 4,469,022 | $251.43M | 0.0% | -3.0% | 18.316% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 29,462 | $1.66M | 0.0% | +159.5% | 0.121% | |
| 5/9/2025 | Smithfield Trust Co | 4,710 | $265K | 0.0% | +22.3% | 0.019% | |
| 5/9/2025 | Blair William & Co. IL | 448 | $25K | 0.0% | +100.0% | 0.002% | |
| 5/8/2025 | Harbour Investments Inc. | 1,394 | $78K | 0.0% | -17.1% | 0.006% | |
| 5/8/2025 | Arkadios Wealth Advisors | 23,629 | $1.33M | 0.1% | +435.2% | 0.097% | |
| 5/8/2025 | Independence Financial Advisors LLC | 159,750 | $8.99M | 3.4% | N/A | 0.655% | |
| 5/7/2025 | LPL Financial LLC | 181,932 | $10.24M | 0.0% | +42.1% | 0.746% | |
| 5/7/2025 | Fischer Financial Services Inc. | 106,282 | $5.98M | 1.9% | +0.2% | 0.436% | |
| 5/6/2025 | Cetera Investment Advisers | 21,039 | $1.18M | 0.0% | +11.6% | 0.086% | |
| 5/6/2025 | Birchcreek Wealth Management LLC | 17,252 | $971K | 0.6% | -3.8% | 0.071% | |
| 5/6/2025 | Lifeworks Advisors LLC | 31,460 | $1.77M | 0.3% | +2.3% | 0.129% | |
| 5/6/2025 | AE Wealth Management LLC | 111,635 | $6.28M | 0.1% | -0.6% | 0.458% | |
| 5/6/2025 | VCI Wealth Management LLC | 19,934 | $1.12M | 0.5% | -13.4% | 0.082% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 31,553 | $1.78M | 0.0% | +2.5% | 0.129% | |
| 5/5/2025 | Private Advisor Group LLC | 4,150 | $233K | 0.0% | -7.4% | 0.017% | |
| 5/2/2025 | Sigma Planning Corp | 19,191 | $1.08M | 0.0% | +28.6% | 0.079% | |
| 5/1/2025 | Fifth Third Securities Inc. | 16,788 | $944K | 0.1% | +2.5% | 0.069% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 15,127 | $851K | 0.0% | -69.1% | 0.062% | |
| 4/30/2025 | Court Place Advisors LLC | 16,603 | $934K | 0.3% | +3.1% | 0.068% | |
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| 4/30/2025 | Stratos Wealth Partners LTD. | 5,837 | $328K | 0.0% | -5.5% | 0.024% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 15,283 | $860K | 0.0% | N/A | 0.063% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 109,649 | $6.17M | 0.0% | -3.0% | 0.449% | |
| 4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 2,025,192 | $113.94M | 1.5% | N/A | 8.300% | |
| 4/28/2025 | Rossby Financial LCC | 531 | $29K | 0.0% | N/A | 0.002% | |
| 4/25/2025 | Smith Salley Wealth Management | 58,531 | $3.29M | 0.2% | +0.8% | 0.240% | |
| 4/25/2025 | Guerra Advisors Inc | 174,231 | $9.80M | 5.5% | -2.6% | 0.714% | |
| 4/25/2025 | Sovran Advisors LLC | 5,656 | $298K | 0.0% | +22.8% | 0.023% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 5,919 | $333K | 0.1% | -12.6% | 0.024% | |
| 4/23/2025 | Live Oak Investment Partners | 14,443 | $813K | 0.6% | -7.9% | 0.059% | |
