| 5/21/2025 | Geneos Wealth Management Inc. | 1,048 | $103K | 0.0% | +35.8% | 0.004% | |
| 5/20/2025 | Focus Partners Wealth | 10,027 | $990K | 0.0% | -36.4% | 0.039% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 853,272 | $84.22M | 0.0% | +2,162.2% | 3.302% | |
| 5/16/2025 | Jones Financial Companies Lllp | 25,815 | $2.55M | 0.0% | +5,334.7% | 0.100% | |
| 5/15/2025 | EP Wealth Advisors LLC | 38,150 | $3.77M | 0.0% | -2.0% | 0.148% | |
| 5/15/2025 | Royal Bank of Canada | 195,972 | $19.34M | 0.0% | +15.4% | 0.758% | |
| 5/15/2025 | Betterment LLC | 6,461 | $638K | 0.0% | +205.2% | 0.025% | |
| 5/15/2025 | Baird Financial Group Inc. | 4,793 | $473K | 0.0% | +30.9% | 0.019% | |
| 5/15/2025 | Evergreen Capital Management LLC | 107,430 | $10.60M | 0.4% | +6.7% | 0.416% | |
| 5/15/2025 | Hanover Advisors Inc. | 6,592 | $651K | 0.3% | +11.5% | 0.026% | |
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| 5/14/2025 | Warwick Investment Management Inc. | 23,683 | $2.34M | 0.5% | +41.6% | 0.092% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 3,116 | $308K | 0.1% | -6.6% | 0.012% | |
| 5/14/2025 | Envision Financial Planning LLC | 8,402 | $829K | 0.4% | N/A | 0.033% | |
| 5/14/2025 | Tandem Wealth Advisors LLC | 4,580 | $452K | 0.2% | +5.2% | 0.018% | |
| 5/14/2025 | MetLife Investment Management LLC | 33,264 | $3.28M | 0.0% | N/A | 0.129% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 486,406 | $48.01M | 0.0% | +6.1% | 1.882% | |
| 5/14/2025 | Kestra Advisory Services LLC | 37,851 | $3.74M | 0.0% | +41.6% | 0.146% | |
| 5/14/2025 | Flow Traders U.S. LLC | 3,949 | $390K | 0.0% | +16.4% | 0.015% | |
| 5/14/2025 | Capital Analysts LLC | 5,693 | $562K | 0.0% | +124.9% | 0.022% | |
| 5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 59,737 | $5.90M | 0.6% | -4.9% | 0.231% | |
| 5/13/2025 | Raymond James Financial Inc. | 308,127 | $30.41M | 0.0% | +5.6% | 1.192% | |
| 5/13/2025 | Francis Financial Inc. | 191,464 | $18.90M | 4.6% | +22.2% | 0.741% | |
| 5/13/2025 | HighTower Advisors LLC | 2,073 | $205K | 0.0% | +5.0% | 0.008% | |
| 5/13/2025 | Taylor Hoffman Capital Management LLC | 7,094 | $704K | 0.3% | +20.9% | 0.027% | |
| 5/12/2025 | Lockheed Martin Investment Management Co. | 750,000 | $74.03M | 3.0% | -16.7% | 2.902% | |
| 5/12/2025 | Virtu Financial LLC | 56,952 | $5.62M | 0.3% | N/A | 0.220% | |
| 5/12/2025 | Fiduciary Family Office LLC | 4,650 | $459K | 0.2% | N/A | 0.018% | |
| 5/12/2025 | AlphaCore Capital LLC | 856 | $84K | 0.0% | N/A | 0.003% | |
| 5/9/2025 | 1834 Investment Advisors Co. | 12,530 | $1.24M | 0.2% | -31.5% | 0.050% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 6,825 | $673K | 0.0% | +42.4% | 0.027% | |
| 5/9/2025 | Coign Capital Advisors LLC | 103,959 | $10.26M | 7.9% | -5.7% | 0.414% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 2,078 | $205K | 0.0% | -8.5% | 0.008% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 4,529 | $447K | 0.0% | +28.3% | 0.018% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 149,666 | $14.77M | 0.0% | +1.0% | 0.595% | |
| 5/9/2025 | Blair William & Co. IL | 451 | $45K | 0.0% | +125.5% | 0.002% | |
| 5/8/2025 | US Bancorp DE | 4,610 | $455K | 0.0% | -8.9% | 0.018% | |
| 5/8/2025 | Eastern Bank | 2,043 | $202K | 0.0% | -5.0% | 0.008% | |
| 5/7/2025 | Atlas Legacy Advisors LLC | 35,572 | $3.62M | 0.9% | -1.6% | 0.141% | |
| 5/7/2025 | LPL Financial LLC | 292,247 | $28.85M | 0.0% | -12.6% | 1.162% | |
| 5/7/2025 | Anson Capital Inc. | 5,846 | $577K | 0.5% | -47.8% | 0.023% | |
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| 5/7/2025 | Phoenix Financial Ltd. | 36,252 | $3.58M | 0.1% | -22.8% | 0.144% | |
| 5/6/2025 | Cetera Investment Advisers | 112,955 | $11.15M | 0.0% | -21.4% | 0.449% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 8,882 | $877K | 0.0% | +48.7% | 0.035% | |
| 5/6/2025 | SpringVest Wealth Management LLC | 22,919 | $2.26M | 1.9% | -0.8% | 0.091% | |
| 5/6/2025 | PFG Advisors | 3,040 | $300K | 0.0% | N/A | 0.012% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 3,065 | $303K | 0.0% | -4.7% | 0.012% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 810 | $80K | 0.0% | N/A | 0.003% | |
| 5/5/2025 | WNY Asset Management LLC | 137,796 | $13.60M | 1.6% | -0.7% | 0.548% | |
| 5/5/2025 | Stordahl Capital Management Inc. | 4,787 | $472K | 0.1% | +6.0% | 0.019% | |
| 5/5/2025 | Private Advisor Group LLC | 43,846 | $4.33M | 0.0% | -3.3% | 0.174% | |
| 5/5/2025 | EQ LLC | 22,245 | $2.20M | 1.0% | -0.7% | 0.088% | |
| 5/5/2025 | Diversify Advisory Services LLC | 4,014 | $388K | 0.0% | +12.2% | 0.016% | |
| 5/2/2025 | Opulen Financial Group LLC | 2,698 | $266K | 0.2% | +8.3% | 0.011% | |
| 5/2/2025 | Grant Street Asset Management Inc. | 2,869 | $283K | 0.1% | N/A | 0.011% | |
| 5/1/2025 | CWM LLC | 2,102 | $207K | 0.0% | +492.1% | 0.008% | |
| 5/1/2025 | Sentinel Trust Co. LBA | 86,100 | $8.50M | 1.0% | -31.7% | 0.342% | |
| 5/1/2025 | Northwest Capital Management Inc | 1,900 | $188K | 0.1% | N/A | 0.008% | |
| 5/1/2025 | Fort Sheridan Advisors LLC | 11,343 | $1.12M | 0.2% | +3.3% | 0.045% | |
| 5/1/2025 | Fifth Third Securities Inc. | 6,433 | $635K | 0.1% | -4.1% | 0.026% | |
| 4/30/2025 | Cerity Partners LLC | 60,272 | $5.95M | 0.0% | +2.1% | 0.240% | |
| 4/30/2025 | Phillips Financial Management LLC | 39,595 | $3.91M | 0.3% | +0.9% | 0.157% | |
| 4/30/2025 | Allworth Financial LP | 162,315 | $15.61M | 0.1% | -2.3% | 0.646% | |
| 4/30/2025 | Alpha Financial Partners LLC | 2,471 | $244K | 0.2% | +5.7% | 0.010% | |
| 4/30/2025 | Greenleaf Trust | 14,084 | $1.39M | 0.0% | +3.8% | 0.056% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 4,520 | $446K | 0.0% | -3.4% | 0.018% | |
| 4/30/2025 | Brown Advisory Inc. | 4,443 | $439K | 0.0% | N/A | 0.018% | |
| 4/30/2025 | Gibraltar Capital Management Inc. | 13,920 | $1.37M | 0.3% | N/A | 0.055% | |
| 4/30/2025 | Bryant Woods Investment Advisors LLC | 77,735 | $7.67M | 3.7% | +0.2% | 0.309% | |
| 4/29/2025 | Fairway Wealth LLC | 18,891 | $1.86M | 0.6% | +7.7% | 0.075% | |
| 4/29/2025 | TD Private Client Wealth LLC | 3,777 | $373K | 0.0% | +27.5% | 0.015% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 252,047 | $24.88M | 0.0% | -0.9% | 1.003% | |
| 4/29/2025 | Stage Harbor Financial LLC | 5,574 | $550K | 0.5% | -9.3% | 0.022% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 6,563 | $648K | 0.0% | +14.8% | 0.026% | |
| 4/29/2025 | Bank of New York Mellon Corp | 5,601 | $553K | 0.0% | +129.3% | 0.022% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 38,190 | $3.77M | 0.2% | +12.0% | 0.152% | |
| 4/28/2025 | Castle Wealth Management LLC | 5,719 | $564K | 0.2% | -4.3% | 0.023% | |
| 4/28/2025 | Mountain Capital Investment Advisors Inc. | 303,747 | $29.22M | 5.2% | -13.0% | 1.208% | |
| 4/28/2025 | D.A. Davidson & CO. | 111,961 | $11.05M | 0.1% | +9.2% | 0.445% | |
| 4/28/2025 | Coastline Trust Co | 28,598 | $2.82M | 0.4% | -1.0% | 0.114% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 5,888 | $583K | 0.0% | +20.6% | 0.023% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 10,916 | $1.08M | 0.3% | +1.6% | 0.043% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 7,538 | $744K | 0.0% | +3.4% | 0.030% | |
| 4/23/2025 | Spire Wealth Management | 8,433 | $832K | 0.0% | -13.5% | 0.034% | |
| 4/23/2025 | Embree Financial Group | 2,908 | $287K | 0.0% | -6.0% | 0.012% | |
| 4/23/2025 | Mascagni Wealth Management Inc. | 3,580 | $378K | 0.4% | +10.4% | 0.014% | |
| 4/23/2025 | Valmark Advisers Inc. | 8,687 | $857K | 0.0% | +3.0% | 0.035% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 102,430 | $10.11M | 0.0% | -0.9% | 0.407% | |
| 4/21/2025 | Barrett & Company Inc. | 792 | $78K | 0.0% | -14.2% | 0.003% | |
| 4/21/2025 | Essex Savings Bank | 5,574 | $550K | 0.1% | -9.3% | 0.022% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 58,253 | $5.75M | 0.0% | +6.3% | 0.241% | |
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| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,645 | $458K | 0.0% | +74.0% | 0.019% | |
| 4/15/2025 | Simon Quick Advisors LLC | 9,616 | $949K | 0.1% | -8.4% | 0.040% | |
| 4/15/2025 | Zhang Financial LLC | 9,867 | $974K | 0.1% | +1.6% | 0.041% | |
| 4/14/2025 | Centricity Wealth Management LLC | 3,013 | $297K | 0.3% | -7.5% | 0.012% | |
| 4/14/2025 | Park Avenue Securities LLC | 12,926 | $1.28M | 0.0% | +52.6% | 0.054% | |
| 4/14/2025 | OLD National Bancorp IN | 132,189 | $13.05M | 0.3% | +5.4% | 0.548% | |
| 4/10/2025 | Apella Capital LLC | 3,025 | $287K | 0.0% | N/A | 0.013% | |
| 4/9/2025 | NBC Securities Inc. | 1,630 | $160K | 0.0% | +162,900.0% | 0.007% | |
| 4/9/2025 | Wallace Advisory Group LLC | 2,552 | $269K | 0.2% | N/A | 0.011% | |
| 4/8/2025 | Legacy Solutions LLC | 37,184 | $3.67M | 4.0% | +2.8% | 0.154% | |
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