| 8/12/2025 | Franklin Resources Inc. | 7,547 | $243K | 0.0% | -98.1% | 0.011% | |
| 8/12/2025 | JPMorgan Chase & Co. | 71,615 | $2.30M | 0.0% | +125.6% | 0.107% | |
| 8/12/2025 | Accordant Advisory Group Inc | 119,965 | $3.86M | 2.9% | N/A | 0.179% | |
| 8/12/2025 | Kensington Asset Management LLC | 120,172 | $3.86M | 0.3% | N/A | 0.179% | |
| 8/11/2025 | Inspire Advisors LLC | 37,405 | $1.20M | 0.1% | +87.2% | 0.056% | |
| 8/11/2025 | Empowered Funds LLC | 230,687 | $7.42M | 0.1% | -9.9% | 0.343% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 7,371 | $237K | 0.0% | N/A | 0.011% | |
| 8/8/2025 | Cetera Investment Advisers | 43,242 | $1.39M | 0.0% | +31.2% | 0.064% | |
| 8/8/2025 | Creative Planning | 10,923 | $351K | 0.0% | +54.8% | 0.016% | |
| 8/8/2025 | Mittelman Wealth Management | 108,395 | $3.49M | 2.9% | +13.5% | 0.161% | |
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| 8/8/2025 | Arvest Bank Trust Division | 530,359 | $17.05M | 1.0% | -0.9% | 0.789% | |
| 8/7/2025 | Altman Advisors Inc. | 57,432 | $1.84M | 0.7% | +3.9% | 0.085% | |
| 8/6/2025 | AGF Management Ltd. | 430,131 | $13.83M | 0.1% | +6.7% | 0.640% | |
| 8/6/2025 | Innealta Capital LLC | 220,030 | $7.07M | 3.7% | -17.4% | 0.327% | |
| 8/5/2025 | Bank of Montreal Can | 662,168 | $21.29M | 0.0% | +288.0% | 0.985% | |
| 8/5/2025 | MMA Asset Management LLC | 146,675 | $4.72M | 1.8% | N/A | 0.218% | |
| 8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 3,400 | $109K | 0.0% | +385.7% | 0.005% | |
| 8/4/2025 | Simon Quick Advisors LLC | 249,307 | $8.02M | 0.3% | N/A | 0.371% | |
| 8/4/2025 | Virtus Family Office LLC | 17,800 | $572K | 0.7% | +39.9% | 0.026% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 262,140 | $8.43M | 1.6% | +3.6% | 0.390% | |
| 8/4/2025 | World Investment Advisors | 13,748 | $442K | 0.0% | +2.8% | 0.020% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 9,663 | $311K | 0.0% | N/A | 0.014% | |
| 7/31/2025 | Wealthfront Advisers LLC | 15,481 | $498K | 0.0% | +2.3% | 0.023% | |
| 7/31/2025 | Leavell Investment Management Inc. | 87,815 | $2.82M | 0.1% | +4.1% | 0.131% | |
| 7/31/2025 | Opes Wealth Management LLC | 185,706 | $5.97M | 1.1% | +5.6% | 0.276% | |
| 7/29/2025 | Crux Wealth Advisors | 23,686 | $762K | 0.3% | -28.1% | 0.035% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 8,285 | $266K | 0.0% | +9.8% | 0.012% | |
| 7/28/2025 | Harbour Investments Inc. | 7,780 | $250K | 0.0% | +67.0% | 0.012% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 30,475 | $980K | 0.2% | +4.3% | 0.045% | |
| 7/25/2025 | CWM LLC | 11,651 | $375K | 0.0% | +1,072.1% | 0.017% | |
| 7/24/2025 | IFP Advisors Inc | 9,722 | $313K | 0.0% | +60.9% | 0.014% | |
| 7/23/2025 | Vontobel Holding Ltd. | 144,100 | $4.63M | 0.0% | -5.9% | 0.214% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 41,405 | $1.33M | 0.1% | N/A | 0.062% | |
| 7/23/2025 | Spectrum Asset Management Inc. NB CA | 58,219 | $1.87M | 0.8% | N/A | 0.087% | |
| 7/22/2025 | Belpointe Asset Management LLC | 19,820 | $637K | 0.0% | N/A | 0.029% | |
| 7/18/2025 | Truist Financial Corp | 15,965 | $513K | 0.0% | -5.4% | 0.024% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 75,474 | $2.43M | 0.0% | -2.3% | 0.112% | |
| 7/16/2025 | Paragon Capital Management Ltd | 152,205 | $4.89M | 0.9% | +118.4% | 0.226% | |
| 7/16/2025 | BOS Asset Management LLC | 8,232 | $265K | 0.1% | N/A | 0.012% | |
| 7/15/2025 | TD Private Client Wealth LLC | 1,132 | $36K | 0.0% | -42.2% | 0.002% | |
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| 7/14/2025 | Armstrong Advisory Group Inc. | 3,383 | $109K | 0.0% | N/A | 0.005% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,284 | $41K | 0.0% | -65.6% | 0.002% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 25,607 | $820K | 0.0% | +26.9% | 0.038% | |
| 7/8/2025 | Boltwood Capital Management | 12,200 | $392K | 0.1% | +34.1% | 0.018% | |
| 7/3/2025 | Arvest Investments Inc. | 205,030 | $6.59M | 1.0% | -2.0% | 0.305% | |
| 5/16/2025 | Empowered Funds LLC | 256,162 | $7.53M | 0.1% | N/A | 0.378% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 46,967 | $1.38M | 0.3% | +4.7% | 0.069% | |
| 5/15/2025 | EP Wealth Advisors LLC | 297,936 | $8.76M | 0.1% | -11.8% | 0.439% | |
| 5/15/2025 | Royal Bank of Canada | 141,700 | $4.17M | 0.0% | -39.9% | 0.209% | |
| 5/14/2025 | Paces Ferry Wealth Advisors LLC | 10,458 | $307K | 0.2% | +6.2% | 0.015% | |
| 5/14/2025 | Comerica Bank | 16,529 | $486K | 0.0% | -34.7% | 0.024% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,246 | $66K | 0.0% | +31.6% | 0.003% | |
| 5/14/2025 | CW Advisors LLC | 325,232 | $9.56M | 0.1% | -1.5% | 0.480% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 34,787 | $1.02M | 0.0% | +11.5% | 0.051% | |
| 5/14/2025 | Berkshire Asset Management LLC PA | 6,586 | $202K | 0.0% | N/A | 0.010% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 311,591 | $9.16M | 0.1% | +19.1% | 0.460% | |
| 5/13/2025 | Raymond James Financial Inc. | 320,266 | $9.42M | 0.0% | -7.2% | 0.472% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 31,391 | $923K | 0.1% | +12.9% | 0.046% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 35,675 | $1.05M | 0.0% | N/A | 0.053% | |
| 5/13/2025 | WESCAP Management Group Inc. | 18,338 | $539K | 0.1% | -2.8% | 0.027% | |
| 5/13/2025 | HighTower Advisors LLC | 52,253 | $1.54M | 0.0% | +1.2% | 0.077% | |
| 5/12/2025 | AGF Management Ltd. | 403,081 | $11.85M | 0.1% | -1.7% | 0.595% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 220,610 | $6.49M | 0.8% | +41.5% | 0.325% | |
| 5/12/2025 | Townsquare Capital LLC | 36,601 | $1.08M | 0.0% | -12.2% | 0.054% | |
| 5/12/2025 | National Bank of Canada FI | 3,026 | $89K | 0.0% | -98.9% | 0.004% | |
| 5/8/2025 | Harbour Investments Inc. | 4,658 | $137K | 0.0% | +151.2% | 0.007% | |
| 5/7/2025 | LPL Financial LLC | 993,415 | $29.21M | 0.0% | -2.1% | 1.465% | |
| 5/7/2025 | Inspire Advisors LLC | 19,979 | $587K | 0.1% | N/A | 0.029% | |
| 5/6/2025 | Cetera Investment Advisers | 32,970 | $969K | 0.0% | -51.0% | 0.049% | |
| 5/6/2025 | Compass Financial Group Inc. | 257,121 | $7.56M | 3.9% | +1.3% | 0.379% | |
| 5/6/2025 | Opes Wealth Management LLC | 175,860 | $5.17M | 1.0% | +5.4% | 0.259% | |
| 5/6/2025 | AE Wealth Management LLC | 889 | $26K | 0.0% | -80.8% | 0.001% | |
| 5/6/2025 | Madison Asset Management LLC | 670,993 | $19.73M | 0.2% | -3.2% | 0.990% | |
| 5/5/2025 | IFP Advisors Inc | 6,044 | $178K | 0.0% | -35.2% | 0.009% | |
| 5/5/2025 | Impact Partnership Wealth LLC | 253,040 | $7.44M | 1.6% | -23.8% | 0.373% | |
| 5/5/2025 | Private Advisor Group LLC | 11,808 | $347K | 0.0% | +4.6% | 0.017% | |
| 5/2/2025 | Altman Advisors Inc. | 55,300 | $1.69M | 0.7% | +3.4% | 0.082% | |
| 5/2/2025 | Wealthfront Advisers LLC | 15,131 | $445K | 0.0% | -2.3% | 0.022% | |
| 5/1/2025 | CWM LLC | 994 | $29K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Cerity Partners LLC | 14,801 | $435K | 0.0% | -12.1% | 0.022% | |
| 4/30/2025 | Leavell Investment Management Inc. | 84,334 | $2.48M | 0.1% | +14.5% | 0.124% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 659,674 | $19.39M | 0.0% | +9.6% | 0.973% | |
| 4/29/2025 | World Investment Advisors | 13,369 | $393K | 0.0% | -5.6% | 0.020% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 70,713 | $2.08M | 0.0% | +66.2% | 0.104% | |
| 4/28/2025 | Vontobel Holding Ltd. | 153,100 | $4.50M | 0.0% | -13.6% | 0.226% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 29,209 | $859K | 0.2% | -2.8% | 0.041% | |
| 4/23/2025 | SFG Wealth Management LLC. | 8,689 | $255K | 0.1% | N/A | 0.012% | |
| 4/22/2025 | Innealta Capital LLC | 266,488 | $7.84M | 4.2% | +21.4% | 0.376% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 20,176 | $593K | 0.0% | +2.2% | 0.028% | |
| 4/16/2025 | Paragon Capital Management Ltd | 69,706 | $2.05M | 0.4% | -11.1% | 0.098% | |
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| 4/15/2025 | Arvest Investments Inc. | 209,196 | $6.15M | 1.0% | +0.4% | 0.295% | |
| 4/10/2025 | Boltwood Capital Management | 9,100 | $268K | 0.1% | N/A | 0.013% | |
| 4/7/2025 | GAMMA Investing LLC | 7,615 | $224K | 0.0% | +2,840.2% | 0.011% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 19,739 | $565K | 0.0% | +8.2% | 0.030% | |
| 2/26/2025 | Yoffe Investment Management LLC | 11,410 | $326K | 0.5% | N/A | 0.018% | |
| 2/25/2025 | Heck Capital Advisors LLC | 182,453 | $5.22M | 0.3% | N/A | 0.282% | |
| 2/18/2025 | Mittelman Wealth Management | 90,990 | $2.60M | 2.4% | -45.0% | 0.140% | |
| 2/17/2025 | Visionary Wealth Advisors | 9,333 | $267K | 0.0% | -50.1% | 0.014% | |
| 2/17/2025 | Quantinno Capital Management LP | 37,689 | $1.08M | 0.0% | -0.9% | 0.058% | |
| 2/17/2025 | Main Management ETF Advisors LLC | 592,730 | $16.96M | 0.8% | +0.6% | 0.915% | |
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