| 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% | |
| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 5/12/2025 | JPMorgan Chase & Co. | 36,713,137 | $1.98B | 0.1% | +12.4% | 2.384% | |
| 5/12/2025 | Zions Bancorporation National Association UT | 612 | $33K | 0.0% | N/A | 0.000% | |
| 5/12/2025 | Everett Harris & Co. CA | 120,209 | $6.49M | 0.1% | -4.5% | 0.008% | |
| 5/12/2025 | Hirtle Callaghan & Co LLC | 2,066,483 | $111.53M | 4.3% | -3.1% | 0.134% | |
| 5/9/2025 | Fi3 FINANCIAL ADVISORS LLC | 15,866 | $856K | 0.3% | -28.7% | 0.001% | |
| 5/9/2025 | Nicholas Hoffman & Company LLC. | 7,382 | $398K | 0.0% | -11.8% | 0.000% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 5,900 | $318K | 0.2% | N/A | 0.000% | |
| 5/9/2025 | Renasant Bank | 6,399 | $345K | 0.2% | -57.9% | 0.000% | |
| 5/9/2025 | Acima Private Wealth LLC | 223,476 | $12.06M | 4.3% | +27.1% | 0.015% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 5,219 | $282K | 0.2% | +49.6% | 0.000% | |
| 5/9/2025 | Commonwealth Retirement Investments LLC | 15,200 | $820K | 0.3% | +42.9% | 0.001% | |
| 5/9/2025 | Kickstand Ventures LLC. | 103,538 | $5.59M | 1.4% | +6.1% | 0.007% | |
| 5/9/2025 | Connable Office Inc. | 663,785 | $35.82M | 3.8% | +4.9% | 0.043% | |
| 5/8/2025 | TIAA Trust National Association | 36,708,654 | $1.98B | 6.2% | -15.3% | 2.384% | |
| 5/8/2025 | Heritage Wealth Advisors | 845,008 | $45.61M | 2.3% | -0.3% | 0.055% | |
| 5/8/2025 | Strategic Advocates LLC | 296,723 | $16.01M | 5.6% | +6.3% | 0.019% | |
| 5/8/2025 | Bank of Jackson Hole Trust | 60,639 | $3.24M | 2.1% | +3.0% | 0.004% | |
| 5/8/2025 | Wealthquest Corp | 249,392 | $13.46M | 0.6% | +6.1% | 0.016% | |
| 5/8/2025 | King Wealth Management Group | 62,487 | $3.37M | 0.5% | -1.3% | 0.004% | |
| 5/8/2025 | North Star Asset Management Inc. | 67,285 | $3.63M | 0.2% | -1.9% | 0.004% | |
| 5/8/2025 | Dearborn Partners LLC | 4,673 | $252K | 0.0% | N/A | 0.000% | |
| 5/8/2025 | Arkadios Wealth Advisors | 101,175 | $5.46M | 0.2% | +186.0% | 0.007% | |
| 5/7/2025 | Canopy Partners LLC | 73,540 | $3.97M | 1.5% | -15.7% | 0.005% | |
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| 5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 21,518 | $1.16M | 0.1% | -8.9% | 0.001% | |
| 5/7/2025 | Portland Global Advisors LLC | 245,150 | $13.23M | 1.7% | +0.9% | 0.016% | |
| 5/7/2025 | Frontier Asset Management LLC | 138,147 | $7.46M | 2.2% | -11.9% | 0.009% | |
| 5/7/2025 | Alteri Wealth LLC | 14,441 | $779K | 0.3% | -18.3% | 0.001% | |
| 5/6/2025 | Tufton Capital Management | 11,280 | $609K | 0.1% | +3.1% | 0.001% | |
| 5/6/2025 | Winthrop Capital Management LLC | 78,592 | $4.24M | 1.2% | -1.4% | 0.005% | |
| 5/6/2025 | Next Capital Management LLC | 74,106 | $4.00M | 1.9% | +7.3% | 0.005% | |
| 5/6/2025 | Richardson Financial Services Inc. | 40,986 | $2.21M | 1.7% | -1.6% | 0.003% | |
| 5/6/2025 | Vista Capital Partners Inc. | 5,023 | $271K | 0.0% | -33.4% | 0.000% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 141,796 | $7.65M | 0.1% | -10.8% | 0.009% | |
