| 8/28/2025 | Tolleson Wealth Management Inc. | 7,259 | $585K | 0.1% | +15.7% | 0.003% | |
| 8/15/2025 | State of Tennessee Department of Treasury | 2,755,245 | $222.21M | 0.8% | -8.6% | 1.328% | |
| 8/15/2025 | Captrust Financial Advisors | 10,332 | $833K | 0.0% | -15.2% | 0.005% | |
| 8/15/2025 | Tolleson Wealth Management Inc. | 7,259 | $585K | 0.1% | +15.7% | 0.003% | |
| 8/15/2025 | IHT Wealth Management LLC | 3,985 | $321K | 0.0% | -41.4% | 0.002% | |
| 8/15/2025 | Ameriprise Financial Inc. | 1,536,085 | $123.79M | 0.0% | -16.1% | 0.740% | |
| 8/14/2025 | Meteora Capital LLC | 125,000 | $10.08M | 1.9% | N/A | 0.060% | |
| 8/14/2025 | BNP Paribas | 4,535,242 | $365.77M | 11.9% | +296.1% | 2.186% | |
| 8/14/2025 | Dearborn Partners LLC | 9,426 | $760K | 0.0% | N/A | 0.005% | |
| 8/14/2025 | NewEdge Advisors LLC | 10,042 | $810K | 0.0% | -41.4% | 0.005% | |
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| 8/14/2025 | Hurley Capital LLC | 830 | $67K | 0.0% | N/A | 0.000% | |
| 8/14/2025 | SVB Wealth LLC | 6,149 | $496K | 0.0% | N/A | 0.003% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 4,077 | $329K | 0.0% | +3.3% | 0.002% | |
| 8/13/2025 | Flow Traders U.S. LLC | 176,329 | $14.22M | 0.5% | +37.8% | 0.085% | |
| 8/13/2025 | Baird Financial Group Inc. | 103,036 | $8.31M | 0.0% | +23.1% | 0.050% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 9,832 | $793K | 0.0% | -11.2% | 0.005% | |
| 8/13/2025 | Loomis Sayles & Co. L P | 76,000 | $6.13M | 0.0% | -67.0% | 0.037% | |
| 8/13/2025 | Virtue Capital Management LLC | 21,410 | $1.73M | 0.3% | -20.9% | 0.010% | |
| 8/12/2025 | Boston Research & Management Inc. | 31,783 | $2.56M | 0.6% | -1.5% | 0.015% | |
| 8/12/2025 | Titleist Asset Management LLC | 2,789 | $225K | 0.0% | -9.8% | 0.001% | |
| 8/12/2025 | JPMorgan Chase & Co. | 10,234,868 | $825.44M | 0.1% | +255.8% | 4.932% | |
| 8/11/2025 | Wealthspire Advisors LLC | 8,912 | $719K | 0.0% | -3.2% | 0.004% | |
| 8/11/2025 | Pinnacle Wealth Planning Services Inc. | 10,965 | $884K | 0.1% | -22.0% | 0.005% | |
| 8/11/2025 | Sierra Capital LLC | 21,182 | $1.71M | 0.2% | +14.8% | 0.010% | |
| 8/11/2025 | Western Wealth Management LLC | 2,532 | $204K | 0.0% | N/A | 0.001% | |
| 8/8/2025 | SG Americas Securities LLC | 430,874 | $34.75M | 0.1% | +1,615.2% | 0.203% | |
| 8/8/2025 | Mittelman Wealth Management | 24,357 | $1.96M | 1.7% | +17.0% | 0.011% | |
| 8/8/2025 | WASHINGTON TRUST Co | 11,650 | $940K | 0.0% | +1.6% | 0.005% | |
| 8/8/2025 | Impax Asset Management Group plc | 40,000 | $3.23M | 0.0% | N/A | 0.019% | |
| 8/8/2025 | Police & Firemen s Retirement System of New Jersey | 1,600 | $129K | 0.0% | -23.8% | 0.001% | |
| 8/8/2025 | Mitsubishi UFJ Trust & Banking Corp | 177,020 | $14.28M | 0.0% | -0.6% | 0.084% | |
| 8/8/2025 | SBI Securities Co. Ltd. | 77,024 | $6.21M | 0.2% | +28.1% | 0.036% | |
| 8/8/2025 | Ironwood Investment Counsel LLC | 20,040 | $1.62M | 0.2% | -5.5% | 0.009% | |
| 8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 8,193 | $661K | 0.1% | +8.3% | 0.004% | |
| 8/6/2025 | Grey Fox Wealth Advisors LLC | 21,518 | $1.74M | 0.4% | +21.8% | 0.010% | |
| 8/6/2025 | Nvwm LLC | 9,079 | $732K | 0.2% | -5.7% | 0.004% | |
| 8/6/2025 | First Horizon Advisors Inc. | 10,892 | $878K | 0.0% | +104.2% | 0.005% | |
| 8/5/2025 | Advisors Preferred LLC | 40,910 | $3.28M | 0.5% | -49.5% | 0.019% | |
| 8/5/2025 | Bank of New York Mellon Corp | 140,134 | $11.30M | 0.0% | +33.1% | 0.066% | |
| 8/5/2025 | iA Global Asset Management Inc. | 1,099,890 | $88.71M | 1.3% | -0.4% | 0.519% | |
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| 8/4/2025 | Arkadios Wealth Advisors | 20,604 | $1.66M | 0.0% | +6.3% | 0.010% | |
| 8/1/2025 | Providence First Trust Co | 2,535 | $204K | 0.1% | N/A | 0.001% | |
| 8/1/2025 | Boyd Watterson Asset Management LLC OH | 2,876 | $232K | 0.1% | +33.3% | 0.001% | |
| 8/1/2025 | Rossby Financial LCC | 40,823 | $3.29M | 1.2% | +4,492.0% | 0.019% | |
| 8/1/2025 | GoalVest Advisory LLC | 1,302 | $105K | 0.0% | N/A | 0.001% | |
| 8/1/2025 | MorganRosel Wealth Management LLC | 52,292 | $4.22M | 1.1% | +12.0% | 0.025% | |
| 7/31/2025 | Washington Trust Advisors Inc. | 61,441 | $4.96M | 0.4% | +4.8% | 0.029% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 66,536 | $5.37M | 0.0% | -45.3% | 0.031% | |
| 7/30/2025 | Strategic Blueprint LLC | 10,163 | $820K | 0.0% | +20.4% | 0.005% | |
| 7/30/2025 | Citizens & Northern Corp | 7,019 | $566K | 0.2% | +2.7% | 0.003% | |
| 7/30/2025 | FNY Investment Advisers LLC | 600 | $48K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 139,030 | $11.21M | 0.1% | -1.7% | 0.066% | |
| 7/30/2025 | Whittier Trust Co. | 14,514 | $1.17M | 0.0% | -5.7% | 0.007% | |
| 7/30/2025 | Lorne Steinberg Wealth Management Inc. | 28,040 | $2.26M | 0.6% | +1.9% | 0.013% | |
| 7/29/2025 | Private Trust Co. NA | 8,955 | $722K | 0.1% | +50.4% | 0.004% | |
| 7/28/2025 | Copia Wealth Management | 9,711 | $783K | 0.7% | -43.0% | 0.005% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 615 | $50K | 0.0% | -55.4% | 0.000% | |
| 7/28/2025 | J.Safra Asset Management Corp | 110,764 | $8.90M | 0.6% | +5.1% | 0.052% | |
| 7/25/2025 | Richardson Financial Services Inc. | 29,412 | $2.36M | 1.6% | +3.8% | 0.014% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 1,500 | $121K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | NBT Bank N A NY | 71,233 | $5.75M | 0.4% | -5.2% | 0.034% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 11,679 | $942K | 0.1% | -4.1% | 0.006% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 196,988 | $15.89M | 0.2% | -26.1% | 0.093% | |
| 7/22/2025 | Belpointe Asset Management LLC | 30,686 | $2.48M | 0.1% | +15.2% | 0.015% | |
| 7/21/2025 | Ameriflex Group Inc. | 2,587 | $208K | 0.1% | -8.7% | 0.001% | |
| 7/21/2025 | Fortis Capital Advisors LLC | 7,958 | $642K | 0.1% | N/A | 0.004% | |
| 7/18/2025 | Vicus Capital | 42,619 | $3.44M | 0.3% | -11.8% | 0.020% | |
| 7/18/2025 | USA Financial Formulas | 104,684 | $8.44M | 1.4% | +348,846.7% | 0.050% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 59,566 | $4.80M | 0.0% | -1.8% | 0.028% | |
| 7/17/2025 | City Holding Co. | 23,432 | $1.89M | 0.2% | +5.9% | 0.011% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 480 | $39K | 0.0% | +207.7% | 0.000% | |
| 7/16/2025 | Rebalance LLC | 91,259 | $7.36M | 0.5% | -0.3% | 0.042% | |
| 7/16/2025 | Amarillo National Bank | 190,207 | $15.34M | 2.9% | +6.5% | 0.089% | |
| 7/15/2025 | Financial Management Professionals Inc. | 2,963 | $239K | 0.0% | -6.1% | 0.001% | |
| 7/14/2025 | AdvisorNet Financial Inc | 10,382 | $837K | 0.1% | -61.3% | 0.005% | |
| 7/14/2025 | Farmers & Merchants Investments Inc. | 173,010 | $13.95M | 0.4% | +0.8% | 0.081% | |
| 7/11/2025 | Farther Finance Advisors LLC | 21,917 | $1.77M | 0.0% | -1.0% | 0.010% | |
| 7/10/2025 | Burns J W & Co. Inc. NY | 22,331 | $1.80M | 0.2% | +16.3% | 0.010% | |
| 7/10/2025 | Worth Asset Management LLC | 76,184 | $6.14M | 3.0% | -43.3% | 0.035% | |
| 7/9/2025 | Central Bank & Trust Co. | 63,647 | $5.13M | 0.8% | -13.8% | 0.029% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 2,000 | $161K | 0.0% | -47.7% | 0.001% | |
| 7/8/2025 | NBC Securities Inc. | 16,979 | $1.37M | 0.1% | -10.9% | 0.008% | |
| 7/8/2025 | Parallel Advisors LLC | 158,674 | $12.80M | 0.3% | +0.4% | 0.073% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,179 | $337K | 0.0% | +23.9% | 0.002% | |
| 7/3/2025 | Stairway Partners LLC | 311,088 | $25.09M | 1.4% | -0.2% | 0.141% | |
| 5/20/2025 | Belpointe Asset Management LLC | 26,645 | $2.10M | 0.1% | +4.7% | 0.015% | |
| 5/16/2025 | Jones Financial Companies Lllp | 895 | $71K | 0.0% | -97.0% | 0.000% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 6,272 | $495K | 0.1% | +6.8% | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 17,128 | $1.35M | 0.0% | +130.8% | 0.010% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 50,455 | $3.98M | 0.0% | -7.2% | 0.028% | |
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| 5/15/2025 | Titleist Asset Management LLC | 3,091 | $244K | 0.0% | -20.3% | 0.002% | |
| 5/15/2025 | Baird Financial Group Inc. | 83,727 | $6.61M | 0.0% | +25.2% | 0.047% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 14,065 | $1.11M | 0.2% | +21.0% | 0.008% | |
| 5/14/2025 | Luminist Capital LLC | 511 | $40K | 0.0% | -22.1% | 0.000% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 5,374 | $424K | 0.1% | N/A | 0.003% | |
| 5/14/2025 | Allstate Corp | 527,529 | $41.62M | 1.2% | -6.5% | 0.294% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,831,834 | $142.37M | 0.0% | +10.5% | 1.020% | |
| 5/14/2025 | Summit Financial LLC | 76,225 | $6.01M | 0.2% | +357.0% | 0.042% | |
| 5/14/2025 | Flow Traders U.S. LLC | 127,960 | $10.10M | 0.4% | -33.2% | 0.071% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 27,250 | $2.15M | 0.0% | +13.1% | 0.015% | |
