| 7/18/2025 | CHURCHILL MANAGEMENT Corp | 997 | $285K | 0.0% | -29.9% | 0.002% | |
| 7/18/2025 | McGuire Investment Group LLC | 1,754 | $501K | 0.1% | +5.8% | 0.004% | |
| 7/18/2025 | Pure Financial Advisors LLC | 786 | $225K | 0.0% | N/A | 0.002% | |
| 7/18/2025 | Cohen Klingenstein LLC | 532,388 | $152.19M | 5.1% | -2.2% | 1.302% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 1,822 | $521K | 0.1% | -7.5% | 0.004% | |
| 7/18/2025 | Lowery Thomas LLC | 15,216 | $4.35M | 2.8% | -4.0% | 0.037% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 1,244 | $356K | 0.0% | -7.0% | 0.003% | |
| 7/18/2025 | Truist Financial Corp | 130,999 | $37.45M | 0.1% | -2.7% | 0.320% | |
| 7/18/2025 | First United Bank & Trust | 512 | $146K | 0.1% | -8.9% | 0.001% | |
| 7/17/2025 | Chicago Capital LLC | 5,112 | $1.46M | 0.0% | -6.6% | 0.013% | |
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| 7/17/2025 | Cornerstone Wealth Advisors Inc. | 5,593 | $1.60M | 0.4% | -6.2% | 0.014% | |
| 7/17/2025 | Park Place Capital Corp | 1,042 | $297K | 0.1% | -76.1% | 0.003% | |
| 7/17/2025 | XML Financial LLC | 20,555 | $5.88M | 0.5% | -21.5% | 0.051% | |
| 7/17/2025 | Stephens Group Asset Management LLC | 33,835 | $9.67M | 0.7% | +25.8% | 0.083% | |
| 7/17/2025 | HB Wealth Management LLC | 21,525 | $6.15M | 0.0% | +4.0% | 0.053% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 12,918 | $3.69M | 0.0% | -28.2% | 0.032% | |
| 7/17/2025 | Venture Visionary Partners LLC | 2,803 | $801K | 0.0% | -93.5% | 0.007% | |
| 7/17/2025 | Oakworth Capital Inc. | 477 | $136K | 0.0% | -10.3% | 0.001% | |
| 7/17/2025 | Fifth Third Securities Inc. | 10,242 | $2.93M | 0.2% | +0.7% | 0.025% | |
| 7/17/2025 | Alpine Bank Wealth Management | 1,310 | $374K | 0.1% | -19.3% | 0.003% | |
| 7/17/2025 | Hanson & Doremus Investment Management | 339 | $97K | 0.0% | +84.2% | 0.001% | |
| 7/17/2025 | Jackson Grant Investment Advisers Inc. | 5,293 | $1.51M | 0.6% | -1.1% | 0.013% | |
| 7/17/2025 | Moody Lynn & Lieberson LLC | 10,299 | $2.94M | 0.2% | -4.6% | 0.025% | |
| 7/17/2025 | Tritonpoint Wealth LLC | 18,988 | $5.43M | 0.5% | -18.4% | 0.047% | |
| 7/16/2025 | Diversified Enterprises LLC | 782 | $224K | 0.0% | N/A | 0.002% | |
| 7/16/2025 | Townsend Asset Management Corp NC ADV | 3,675 | $1.05M | 0.4% | -4.6% | 0.009% | |
| 7/16/2025 | Signaturefd LLC | 832 | $238K | 0.0% | +1,670.2% | 0.002% | |
| 7/16/2025 | ORG Partners LLC | 89 | $26K | 0.0% | -64.5% | 0.000% | |
| 7/16/2025 | Paragon Capital Management Ltd | 1,486 | $425K | 0.1% | +20.7% | 0.004% | |
| 7/16/2025 | 1834 Investment Advisors Co. | 10,333 | $2.95M | 0.4% | -9.5% | 0.025% | |
| 7/16/2025 | Instrumental Wealth LLC | 9,815 | $2.82M | 2.2% | +3.3% | 0.024% | |
| 7/16/2025 | True North Advisors LLC | 3,658 | $1.05M | 0.2% | -3.8% | 0.009% | |
| 7/16/2025 | Falcon Wealth Planning | 1,175 | $336K | 0.0% | -6.0% | 0.003% | |
| 7/16/2025 | Congress Asset Management Co. | 1,894 | $541K | 0.0% | -75.1% | 0.005% | |
| 7/16/2025 | Dakota Wealth Management | 5,992 | $1.71M | 0.0% | -1.4% | 0.015% | |
| 7/16/2025 | Perigon Wealth Management LLC | 2,665 | $762K | 0.0% | -2.9% | 0.007% | |
| 7/16/2025 | Magnus Financial Group LLC | 702 | $201K | 0.0% | -11.7% | 0.002% | |
| 7/15/2025 | McAdam LLC | 7,563 | $2.16M | 0.1% | +11.1% | 0.019% | |
| 7/15/2025 | Riverbridge Partners LLC | 6,751 | $1.93M | 0.0% | -49.5% | 0.017% | |
| 7/15/2025 | Total Wealth Planning LLC | 4,694 | $1.34M | 0.2% | -4.5% | 0.012% | |
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| 7/15/2025 | TD Private Client Wealth LLC | 3,530 | $1.01M | 0.0% | -24.7% | 0.009% | |
| 7/15/2025 | Mather Group LLC. | 5,140 | $1.47M | 0.0% | -2.7% | 0.013% | |
| 7/15/2025 | Yarbrough Capital LLC | 96,015 | $27.45M | 1.0% | N/A | 0.236% | |
| 7/15/2025 | Fifth Third Bancorp | 49,970 | $14.28M | 0.0% | -2.4% | 0.123% | |
| 7/15/2025 | Droms Strauss Advisors Inc. MO ADV | 61,782 | $17.66M | 5.4% | +3.7% | 0.152% | |
| 7/15/2025 | Family Investment Center Inc. | 731 | $209K | 0.0% | N/A | 0.002% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 44,920 | $12.84M | 1.6% | -0.4% | 0.111% | |
| 7/15/2025 | CGN Advisors LLC | 919 | $263K | 0.0% | -9.5% | 0.002% | |
| 7/15/2025 | GSB Wealth Management LLC | 5,873 | $1.68M | 0.4% | -5.3% | 0.014% | |
| 7/14/2025 | Occidental Asset Management LLC | 20,001 | $5.72M | 0.8% | -1.2% | 0.049% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 1,152 | $329K | 0.1% | +46.4% | 0.003% | |
| 7/14/2025 | Argentarii LLC | 935 | $267K | 0.1% | N/A | 0.002% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 4,262 | $1.22M | 0.2% | -4.3% | 0.010% | |
| 7/14/2025 | AdvisorNet Financial Inc | 3,100 | $886K | 0.1% | -70.9% | 0.008% | |
| 7/14/2025 | Mechanics Bank Trust Department | 18,694 | $5.34M | 0.8% | -19.4% | 0.046% | |
| 7/14/2025 | Friday Financial | 1,094 | $313K | 0.2% | N/A | 0.003% | |
| 7/14/2025 | GAMMA Investing LLC | 222 | $63K | 0.0% | +42.3% | 0.001% | |
| 7/14/2025 | Parkshore Wealth Management Inc. | 1,690 | $483K | 0.2% | -9.6% | 0.004% | |
| 7/14/2025 | Lewis Asset Management LLC | 4,776 | $1.37M | 0.6% | N/A | 0.012% | |
| 7/14/2025 | Park Avenue Securities LLC | 2,710 | $775K | 0.0% | -43.7% | 0.007% | |
| 7/14/2025 | Sowell Financial Services LLC | 8,073 | $2.31M | 0.1% | -27.9% | 0.020% | |
| 7/11/2025 | Compass Ion Advisors LLC | 772 | $221K | 0.0% | N/A | 0.002% | |
| 7/11/2025 | Farther Finance Advisors LLC | 801 | $229K | 0.0% | +22.7% | 0.002% | |
| 7/11/2025 | Harbour Capital Advisors LLC | 703 | $203K | 0.0% | -23.0% | 0.002% | |
| 7/11/2025 | UMB Bank n.a. | 5,131 | $1.47M | 0.0% | -16.5% | 0.013% | |
| 7/11/2025 | Adirondack Trust Co. | 1,013 | $290K | 0.1% | -24.9% | 0.002% | |
| 7/11/2025 | Diversified Trust Co | 3,607 | $1.03M | 0.0% | -1.1% | 0.009% | |
| 7/11/2025 | Bell Bank | 2,709 | $774K | 0.0% | -3.9% | 0.007% | |
| 7/11/2025 | Luts & Greenleigh Group Inc. | 7,088 | $2.03M | 1.9% | +17.7% | 0.017% | |
| 7/10/2025 | Clare Market Investments LLC | 1,237 | $354K | 0.1% | -3.9% | 0.003% | |
| 7/10/2025 | Oldfather Financial Services LLC | 26,341 | $7.53M | 2.6% | +2.1% | 0.065% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 181,980 | $53.15M | 0.1% | +0.6% | 0.447% | |
| 7/10/2025 | SK Wealth Management LLC | 1,475 | $432K | 0.2% | -11.5% | 0.004% | |
| 7/10/2025 | Tompkins Financial Corp | 9,346 | $2.67M | 0.2% | -7.0% | 0.023% | |
| 7/10/2025 | Focus Financial Network Inc. | 2,666 | $762K | 0.0% | -9.8% | 0.007% | |
| 7/9/2025 | Intelligence Driven Advisers LLC | 762 | $218K | 0.0% | N/A | 0.002% | |
| 7/9/2025 | Towerpoint Wealth LLC | 1,027 | $294K | 0.1% | N/A | 0.003% | |
| 7/9/2025 | Sapient Capital LLC | 827 | $236K | 0.0% | -27.2% | 0.002% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 2,390 | $683K | 0.1% | -3.7% | 0.006% | |
| 7/9/2025 | Epiq Partners LLC | 1,050 | $300K | 0.2% | -19.2% | 0.003% | |
| 7/9/2025 | Fiduciary Alliance LLC | 2,749 | $786K | 0.1% | -19.0% | 0.007% | |
| 7/9/2025 | Riversedge Advisors LLC | 3,617 | $1.03M | 0.2% | +3.1% | 0.009% | |
| 7/9/2025 | Presidio Capital Management LLC | 700 | $200K | 0.1% | -15.0% | 0.002% | |
| 7/8/2025 | Advance Capital Management Inc. | 1,073 | $307K | 0.0% | -30.6% | 0.003% | |
| 7/8/2025 | NBC Securities Inc. | 3,401 | $972K | 0.1% | +4.7% | 0.008% | |
| 7/8/2025 | Parallel Advisors LLC | 2,289 | $654K | 0.0% | +22.7% | 0.006% | |
| 7/7/2025 | LWM Advisors Inc. | 21,860 | $6.25M | 6.0% | -1.3% | 0.054% | |
| 7/7/2025 | Global Wealth Strategies & Associates | 852 | $244K | 0.1% | -5.9% | 0.002% | |
| 7/3/2025 | Trust Co of the South | 775 | $222K | 0.0% | N/A | 0.002% | |
| 7/2/2025 | Dentgroup LLC | 1,301 | $372K | 0.3% | -20.1% | 0.003% | |
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| 7/1/2025 | Harbor Investment Advisory LLC | 19,341 | $5.53M | 0.5% | -2.3% | 0.048% | |
| 5/29/2025 | Rhumbline Advisers | 743 | $190K | 0.0% | +358.6% | 0.002% | |
| 5/21/2025 | McAdam LLC | 6,808 | $1.74M | 0.1% | -4.8% | 0.016% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 8,431 | $2.15M | 0.1% | +2.7% | 0.020% | |
| 5/20/2025 | Belpointe Asset Management LLC | 962 | $246K | 0.0% | -56.5% | 0.002% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 962 | $246K | 0.0% | N/A | 0.002% | |
| 5/20/2025 | Focus Partners Wealth | 68,325 | $17.46M | 0.0% | -46.5% | 0.162% | |
| 5/20/2025 | Flaharty Asset Management LLC | 45,643 | $11.66M | 1.7% | -8.4% | 0.108% | |
| 5/20/2025 | Strive Asset Management LLC | 1,122 | $287K | 0.2% | -41.4% | 0.003% | |
| 5/20/2025 | Integrity Alliance LLC. | 3,605 | $921K | 0.0% | N/A | 0.009% | |
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