| 8/27/2025 | Orion Porfolio Solutions LLC | 3,360 | $211K | 0.0% | N/A | 0.017% | |
| 8/18/2025 | Tyler Stone Wealth Management | 33,877 | $2.13M | 0.3% | -0.8% | 0.173% | |
| 8/15/2025 | Asset Allocation Strategies LLC | 21,830 | $1.37M | 0.3% | -31.7% | 0.111% | |
| 8/15/2025 | Corient Private Wealth LLC | 236,209 | $14.83M | 0.0% | +0.3% | 1.205% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 3,360 | $211K | 0.0% | N/A | 0.017% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 12,986 | $816K | 0.0% | -9.1% | 0.066% | |
| 8/15/2025 | Bank of America Corp DE | 443,513 | $27.85M | 0.0% | +9.5% | 2.263% | |
| 8/14/2025 | Jane Street Group LLC | 15,034 | $944K | 0.0% | +4.8% | 0.077% | |
| 8/14/2025 | Raymond James Financial Inc. | 104,585 | $6.57M | 0.0% | +1.8% | 0.534% | |
| 8/14/2025 | Darwin Wealth Management LLC | 3,069 | $193K | 0.1% | N/A | 0.016% | |
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| 8/14/2025 | Betterment LLC | 7,494 | $471K | 0.0% | -2.2% | 0.038% | |
| 8/14/2025 | NewEdge Advisors LLC | 176,211 | $11.07M | 0.1% | +49.5% | 0.899% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 8,955 | $562K | 0.0% | -8.9% | 0.046% | |
| 8/14/2025 | Cerity Partners LLC | 3,510 | $220K | 0.0% | -15.3% | 0.018% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 387 | $25K | 0.0% | N/A | 0.002% | |
| 8/13/2025 | Lido Advisors LLC | 115,900 | $7.28M | 0.0% | -7.9% | 0.591% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 25,113 | $1.58M | 0.0% | -12.4% | 0.128% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 4,035 | $253K | 0.0% | -5.8% | 0.021% | |
| 8/12/2025 | Segall Bryant & Hamill LLC | 227,641 | $14.30M | 0.2% | -2.9% | 1.161% | |
| 8/12/2025 | JPMorgan Chase & Co. | 76,116 | $4.78M | 0.0% | -3.6% | 0.388% | |
| 8/12/2025 | Absolute Capital Management LLC | 3,473 | $218K | 0.1% | -25.5% | 0.018% | |
| 8/12/2025 | Weaver Consulting Group | 43,877 | $2.76M | 0.8% | -1.0% | 0.224% | |
| 8/8/2025 | MTM Investment Management LLC | 919 | $58K | 0.0% | N/A | 0.005% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 14,634 | $919K | 0.0% | -67.8% | 0.075% | |
| 8/8/2025 | Citizens Financial Group Inc. RI | 3,461 | $217K | 0.0% | N/A | 0.018% | |
| 8/8/2025 | Cetera Investment Advisers | 172,247 | $10.82M | 0.0% | +2.6% | 0.883% | |
| 8/8/2025 | Campbell Deegan Wealth Management LLC | 314,733 | $19.77M | 19.5% | +3.1% | 1.614% | |
| 8/8/2025 | Creative Planning | 8,196 | $515K | 0.0% | +6.1% | 0.042% | |
| 8/8/2025 | Security Financial Services INC. | 11,004 | $691K | 0.1% | N/A | 0.056% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 74,355 | $4.67M | 0.1% | +12.9% | 0.381% | |
| 8/8/2025 | Advisors Capital Management LLC | 34,774 | $2.18M | 0.0% | -2.4% | 0.178% | |
| 8/6/2025 | AE Wealth Management LLC | 70,575 | $4.43M | 0.0% | -6.5% | 0.362% | |
| 8/6/2025 | Nvwm LLC | 19,688 | $1.24M | 0.3% | +5.9% | 0.101% | |
| 8/5/2025 | Snider Financial Group | 8,542 | $536K | 0.2% | -12.5% | 0.044% | |
| 8/5/2025 | Sigma Planning Corp | 8,279 | $520K | 0.0% | +8.5% | 0.042% | |
| 8/4/2025 | Savvy Advisors Inc. | 3,329 | $209K | 0.0% | N/A | 0.017% | |
| 8/1/2025 | Howard Capital Management Inc. | 80,838 | $5.08M | 0.1% | +91.5% | 0.415% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 555,092 | $34.86M | 0.0% | -9.2% | 2.847% | |
| 7/31/2025 | Briaud Financial Planning Inc | 722 | $45K | 0.0% | N/A | 0.004% | |
| 7/30/2025 | Strategic Blueprint LLC | 14,494 | $910K | 0.0% | N/A | 0.074% | |
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| 7/30/2025 | Exencial Wealth Advisors LLC | 78,286 | $4.92M | 0.2% | -7.4% | 0.401% | |
| 7/30/2025 | Brookstone Capital Management | 8,581 | $539K | 0.0% | +10.5% | 0.044% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 8,249 | $518K | 0.0% | +6.7% | 0.042% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 8,861 | $556K | 0.0% | -8.7% | 0.045% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 15,777 | $991K | 0.0% | +14.8% | 0.081% | |
| 7/25/2025 | CWM LLC | 700 | $44K | 0.0% | +233.3% | 0.004% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 4,604 | $289K | 0.0% | -5.9% | 0.024% | |
| 7/24/2025 | Blue Trust Inc. | 1,071 | $67K | 0.0% | N/A | 0.005% | |
| 7/24/2025 | IFP Advisors Inc | 3,511 | $220K | 0.0% | +14.4% | 0.018% | |
| 7/24/2025 | GFG Capital LLC | 118,446 | $7.44M | 2.2% | -7.4% | 0.607% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 130,449 | $8.19M | 0.4% | -49.0% | 0.669% | |
| 7/21/2025 | Abundance Wealth Counselors | 79,114 | $4.71M | 0.9% | -5.7% | 0.406% | |
| 7/15/2025 | Regatta Capital Group LLC | 7,578 | $476K | 0.1% | N/A | 0.039% | |
| 7/14/2025 | Mechanics Bank Trust Department | 73,282 | $4.60M | 0.7% | +17.9% | 0.377% | |
| 7/14/2025 | Abound Wealth Management | 529 | $33K | 0.0% | N/A | 0.003% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 16,987 | $1.08M | 0.0% | -20.5% | 0.087% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 14,128 | $887K | 0.0% | +3.0% | 0.073% | |
| 7/8/2025 | Strategic Advocates LLC | 7,779 | $489K | 0.1% | N/A | 0.040% | |
| 7/8/2025 | RMR Wealth Builders | 3,540 | $222K | 0.0% | -7.0% | 0.018% | |
| 7/7/2025 | Roxbury Financial LLC | 2,124 | $133K | 0.1% | +495.0% | 0.011% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 74,421 | $4.51M | 0.0% | +1,088.1% | 0.384% | |
| 5/27/2025 | Advisors Capital Management LLC | 35,643 | $2.16M | 0.0% | -2.5% | 0.182% | |
| 5/19/2025 | Jane Street Group LLC | 14,342 | $869K | 0.0% | N/A | 0.073% | |
| 5/16/2025 | Empowered Funds LLC | 8,624 | $523K | 0.0% | N/A | 0.044% | |
| 5/16/2025 | Ascent Group LLC | 3,690 | $224K | 0.0% | N/A | 0.019% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 74,421 | $4.51M | 0.0% | +1,088.1% | 0.378% | |
| 5/16/2025 | NewEdge Advisors LLC | 117,894 | $7.15M | 0.0% | +15.0% | 0.598% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 10,044 | $609K | 0.0% | +48.9% | 0.051% | |
| 5/15/2025 | Royal Bank of Canada | 109,915 | $6.66M | 0.0% | +104.7% | 0.558% | |
| 5/14/2025 | Valley Financial Group Inc. | 5,588 | $339K | 0.2% | +5.3% | 0.028% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 5,491 | $333K | 0.1% | -42.7% | 0.028% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 28,680 | $1.74M | 0.0% | +1.3% | 0.146% | |
| 5/14/2025 | Kestra Advisory Services LLC | 322,675 | $19.56M | 0.1% | -1.8% | 1.638% | |
| 5/14/2025 | Capital Analysts LLC | 33,319 | $2.02M | 0.1% | -6.6% | 0.169% | |
| 5/13/2025 | Raymond James Financial Inc. | 102,697 | $6.23M | 0.0% | +0.6% | 0.521% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 84,548 | $5.13M | 0.2% | -0.7% | 0.429% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 9,702 | $588K | 0.0% | +26.3% | 0.049% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 9,831 | $596K | 0.0% | -6.0% | 0.050% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 755,697 | $45.81M | 0.1% | +1.0% | 3.836% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 3,561 | $216K | 0.1% | N/A | 0.018% | |
| 5/8/2025 | Howard Capital Management Inc. | 42,217 | $2.56M | 0.0% | +30.3% | 0.214% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 65,871 | $3.99M | 0.1% | +282.1% | 0.334% | |
| 5/7/2025 | LPL Financial LLC | 197,160 | $11.95M | 0.0% | +17.5% | 1.001% | |
| 5/7/2025 | Nvwm LLC | 18,584 | $1.13M | 0.3% | +1.9% | 0.094% | |
| 5/6/2025 | Cetera Investment Advisers | 167,954 | $10.18M | 0.0% | +15.6% | 0.853% | |
| 5/6/2025 | AE Wealth Management LLC | 75,483 | $4.58M | 0.0% | +12.7% | 0.383% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 24,549 | $1.49M | 0.0% | +20.5% | 0.125% | |
| 5/5/2025 | Private Advisor Group LLC | 5,994 | $363K | 0.0% | +3.6% | 0.030% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 7,734 | $469K | 0.0% | +156.3% | 0.039% | |
| 5/2/2025 | Segall Bryant & Hamill LLC | 234,546 | $14.22M | 0.2% | -11.1% | 1.191% | |
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| 5/2/2025 | Sigma Planning Corp | 7,629 | $462K | 0.0% | +10.3% | 0.039% | |
| 4/30/2025 | Cerity Partners LLC | 4,143 | $251K | 0.0% | +9.6% | 0.021% | |
| 4/30/2025 | GFG Capital LLC | 127,895 | $7.75M | 2.3% | -21.4% | 0.649% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 611,643 | $37.08M | 0.0% | +3.3% | 3.105% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 6,371 | $383K | 0.0% | -78.6% | 0.032% | |
| 4/28/2025 | Weaver Consulting Group | 44,312 | $2.69M | 0.8% | -0.9% | 0.225% | |
| 4/25/2025 | Westside Investment Management Inc. | 14,730 | $893K | 0.2% | -6.1% | 0.067% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 255,706 | $15.50M | 0.6% | -2.4% | 1.157% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 9,695 | $588K | 0.0% | +24.2% | 0.044% | |
| 4/24/2025 | Sunbelt Securities Inc. | 11,464 | $695K | 0.1% | +87.1% | 0.052% | |
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