| 7/18/2025 | Rogco LP | 126,500 | $7.59M | 2.9% | +0.5% | 0.008% | |
| 7/18/2025 | Parkside Investments LLC | 610,580 | $36.65M | 5.0% | +28.1% | 0.038% | |
| 7/18/2025 | First United Bank & Trust | 44,544 | $2.67M | 0.9% | -1.2% | 0.003% | |
| 7/17/2025 | Park Place Capital Corp | 30,430 | $1.83M | 0.4% | +7.8% | 0.002% | |
| 7/17/2025 | Greenleaf Trust | 925,577 | $55.56M | 0.5% | -1.8% | 0.057% | |
| 7/17/2025 | HCR Wealth Advisors | 234,774 | $14.09M | 1.7% | +5.4% | 0.014% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 2,668,147 | $160.17M | 0.4% | +47.4% | 0.164% | |
| 7/17/2025 | Fifth Third Securities Inc. | 57,252 | $3.44M | 0.3% | +2.6% | 0.004% | |
| 7/17/2025 | Hanson & Doremus Investment Management | 5,502 | $330K | 0.0% | -8.4% | 0.000% | |
| 7/17/2025 | Norris Perne & French LLP MI | 42,997 | $2.58M | 0.2% | +2.4% | 0.003% | |
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| 7/17/2025 | Investment Research & Advisory Group Inc. | 11,553 | $694K | 0.3% | +478.5% | 0.001% | |
| 7/17/2025 | Independence Bank of Kentucky | 8,908 | $535K | 0.1% | +20.1% | 0.001% | |
| 7/16/2025 | ORG Partners LLC | 16,479 | $991K | 0.2% | +214.7% | 0.001% | |
| 7/16/2025 | Highline Wealth Partners LLC | 104,144 | $6.25M | 1.8% | +5.0% | 0.006% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 4,323 | $260K | 0.0% | +64.7% | 0.000% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 6,923 | $416K | 0.0% | +3.5% | 0.000% | |
| 7/16/2025 | Patron Partners LLC | 10,730 | $644K | 0.3% | +17.9% | 0.001% | |
| 7/16/2025 | CX Institutional | 17,060 | $1.02M | 0.0% | +6.5% | 0.001% | |
| 7/16/2025 | American National Bank & Trust | 6,467 | $388K | 0.0% | +12.3% | 0.000% | |
| 7/16/2025 | Ayalon Insurance Comp Ltd. | 135,200 | $8.12M | 2.3% | +3.1% | 0.008% | |
| 7/15/2025 | Missouri Trust & Investment Co | 133,785 | $8.03M | 2.6% | -2.3% | 0.008% | |
| 7/15/2025 | TD Private Client Wealth LLC | 807,749 | $48.49M | 1.2% | +4.5% | 0.050% | |
| 7/15/2025 | Kentucky Trust Co | 908 | $55K | 0.0% | +68.8% | 0.000% | |
| 7/15/2025 | Financial Management Professionals Inc. | 366,570 | $22.00M | 2.5% | +1.5% | 0.023% | |
| 7/15/2025 | Mainstream Capital Management LLC | 13,123 | $788K | 0.6% | -1.2% | 0.001% | |
| 7/15/2025 | Fortitude Family Office LLC | 91,963 | $5.52M | 1.8% | -29.5% | 0.006% | |
| 7/15/2025 | Bank of Stockton | 135,087 | $8.11M | 2.4% | -1.3% | 0.008% | |
| 7/15/2025 | GSB Wealth Management LLC | 1,705 | $102K | 0.0% | +22.6% | 0.000% | |
| 7/14/2025 | AdvisorNet Financial Inc | 84,004 | $5.04M | 0.3% | +70.9% | 0.005% | |
| 7/14/2025 | GAMMA Investing LLC | 221,855 | $13.32M | 0.8% | -10.9% | 0.014% | |
| 7/14/2025 | Proathlete Wealth Management LLC | 2,856 | $172K | 0.1% | +17.0% | 0.000% | |
| 7/14/2025 | S.A. Mason LLC | 725 | $44K | 0.0% | N/A | 0.000% | |
| 7/14/2025 | Painted Porch Advisors LLC | 1,016 | $61K | 0.0% | N/A | 0.000% | |
| 7/11/2025 | Orrstown Financial Services Inc. | 48,293 | $2.90M | 0.6% | +11.0% | 0.003% | |
| 7/11/2025 | Farther Finance Advisors LLC | 334,340 | $20.07M | 0.4% | +5.0% | 0.021% | |
| 7/11/2025 | CX Institutional | 17,060 | $1.02M | 0.0% | +6.5% | 0.001% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 16,071 | $965K | 0.3% | +14.5% | 0.001% | |
| 7/11/2025 | Essex Savings Bank | 9,578 | $575K | 0.1% | +5.1% | 0.001% | |
| 7/10/2025 | Piscataqua Savings Bank | 2,395 | $144K | 0.1% | +108.8% | 0.000% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 103,552 | $6.22M | 1.0% | +2.6% | 0.006% | |
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| 7/10/2025 | Myriad Asset Management US LP | 482,434 | $28.96M | 19.2% | N/A | 0.030% | |
| 7/9/2025 | Lbmc Investment Advisors LLC | 112,692 | $6.77M | 0.5% | -5.5% | 0.007% | |
| 7/9/2025 | Fiduciary Alliance LLC | 8,000 | $480K | 0.0% | +54.7% | 0.000% | |
| 7/9/2025 | Emprise Bank | 11,458 | $688K | 0.3% | -32.0% | 0.001% | |
| 7/9/2025 | First Financial Corp IN | 1,297 | $78K | 0.0% | -21.7% | 0.000% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 263,939 | $15.82M | 0.4% | +45.8% | 0.016% | |
| 7/8/2025 | Strategic Advocates LLC | 299,030 | $17.95M | 5.3% | +0.8% | 0.019% | |
| 7/8/2025 | Arlington Trust Co LLC | 844 | $51K | 0.0% | -34.0% | 0.000% | |
| 7/8/2025 | Canandaigua National Trust Co of Florida | 15,528 | $932K | 0.7% | +115.2% | 0.001% | |
| 7/8/2025 | NBC Securities Inc. | 38,500 | $2.31M | 0.2% | +10.0% | 0.002% | |
| 7/8/2025 | Parallel Advisors LLC | 331,642 | $19.91M | 0.4% | +2.2% | 0.021% | |
| 7/8/2025 | Lowe Wealth Advisors LLC | 4,800 | $288K | 0.1% | +6.0% | 0.000% | |
| 7/7/2025 | Horizons Wealth Management | 3,316 | $199K | 0.1% | +5.7% | 0.000% | |
| 7/3/2025 | Stairway Partners LLC | 3,491,725 | $209.61M | 11.9% | +0.1% | 0.220% | |
| 7/3/2025 | Trust Co of the South | 8,548 | $513K | 0.1% | +40.6% | 0.001% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 2,192 | $132K | 0.0% | +140.6% | 0.000% | |
| 6/16/2025 | Lynx Investment Advisory | 4,711 | $254K | 0.2% | +13.0% | 0.000% | |
| 6/6/2025 | eCIO Inc. | 53,962 | $2.91M | 1.0% | N/A | 0.004% | |
| 5/20/2025 | Strive Asset Management LLC | 6,089 | $329K | 0.2% | -21.2% | 0.000% | |
| 5/16/2025 | American Trust | 9,070 | $490K | 0.1% | -70.0% | 0.001% | |
| 5/16/2025 | Great Lakes Advisors LLC | 51,548 | $2.78M | 0.0% | -66.0% | 0.003% | |
| 5/16/2025 | CKW Financial Group | 696,780 | $37.77M | 4.7% | +1.2% | 0.045% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 18,546 | $1.00M | 0.2% | +8.9% | 0.001% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,079,475 | $58.26M | 0.3% | +62.0% | 0.070% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 614,112 | $33.14M | 0.4% | +6.7% | 0.040% | |
| 5/16/2025 | Amundi | 14,759 | $785K | 0.0% | -3.6% | 0.001% | |
| 5/16/2025 | Ancora Advisors LLC | 27,193 | $1.47M | 0.0% | -11.8% | 0.002% | |
| 5/15/2025 | Titleist Asset Management LLC | 121,616 | $6.56M | 0.8% | -1.8% | 0.008% | |
| 5/15/2025 | Baird Financial Group Inc. | 2,179,512 | $117.63M | 0.2% | +3.6% | 0.142% | |
| 5/15/2025 | OLD Mission Capital LLC | 7,707,756 | $415.99M | 5.5% | N/A | 0.501% | |
| 5/15/2025 | JDM Financial Group LLC | 12,874 | $695K | 0.4% | -1.4% | 0.001% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 2,204 | $119K | 0.1% | -96.5% | 0.000% | |
| 5/15/2025 | Okabena Investment Services Inc. | 39,083 | $2.11M | 0.5% | +2.6% | 0.003% | |
| 5/14/2025 | Redwood Investment Management LLC | 10,565 | $570K | 0.1% | +13.5% | 0.001% | |
| 5/14/2025 | Nicolet Bankshares Inc. | 13,237 | $714K | 0.1% | -21.3% | 0.001% | |
| 5/14/2025 | RPTC Inc. | 140,716 | $7.59M | 1.5% | -31.9% | 0.009% | |
| 5/14/2025 | SVB Wealth LLC | 389,182 | $21.00M | 0.9% | -4.7% | 0.025% | |
| 5/14/2025 | Broadview Financial Management LLC | 125,410 | $6.77M | 5.0% | -0.8% | 0.008% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,630,947 | $142.17M | 0.0% | +14.6% | 0.171% | |
| 5/14/2025 | Summit Financial LLC | 201,530 | $10.88M | 0.3% | -11.8% | 0.013% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 4,339,839 | $234.22M | 4.0% | +97.7% | 0.282% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 158,481 | $8.55M | 0.5% | -7.8% | 0.010% | |
| 5/14/2025 | Disciplina Capital Management LLC | 329,096 | $17.76M | 2.6% | +10.5% | 0.021% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 2,272,053 | $122.62M | 3.0% | -1.1% | 0.148% | |
| 5/13/2025 | Blue Edge Capital LLC | 148,465 | $8.01M | 1.3% | +14.5% | 0.010% | |
| 5/13/2025 | Knuff & Co LLC | 902 | $49K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Gen Wealth Partners Inc | 41,985 | $2.27M | 0.9% | +129.2% | 0.003% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 84,872 | $4.58M | 0.3% | -28.8% | 0.006% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 18,920 | $1.02M | 0.1% | +53.0% | 0.001% | |
| 5/13/2025 | Horizon Investments LLC | 1,225,231 | $66.13M | 2.0% | -10.9% | 0.080% | |
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| 5/13/2025 | Finley Financial LLC | 20,551 | $1.11M | 0.6% | -4.3% | 0.001% | |
| 5/13/2025 | Evensky & Katz LLC | 144,555 | $7.80M | 0.5% | -2.5% | 0.009% | |
| 5/13/2025 | Rock Creek Group LP | 233,901 | $12.59M | 1.5% | -7.6% | 0.015% | |
| 5/13/2025 | Russell Investments Group Ltd. | 137,202 | $7.41M | 0.0% | +25.7% | 0.009% | |
| 5/13/2025 | Rathbones Group PLC | 29,485 | $1.59M | 0.0% | +1.4% | 0.002% | |
| 5/12/2025 | Operose Advisors LLC | 1,470 | $79K | 0.0% | +100.8% | 0.000% | |
| 5/12/2025 | SouthState Corp | 18,385 | $992K | 0.0% | +21,786.9% | 0.001% | |
| 5/12/2025 | Scissortail Wealth Management LLC | 42,295 | $2.28M | 0.6% | +110.8% | 0.003% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 54,410 | $2.94M | 0.4% | -56.4% | 0.004% | |
| 5/12/2025 | Pandora Wealth Inc. | 20,449 | $1.10M | 0.7% | N/A | 0.001% | |
