| 8/19/2025 | B. Riley Wealth Advisors Inc. | 3,264 | $325K | 0.0% | N/A | 0.019% | |
| 8/19/2025 | Advisory Services Network LLC | 119,013 | $11.90M | 0.2% | -6.8% | 0.704% | |
| 8/19/2025 | Anchor Investment Management LLC | 8,951 | $892K | 0.1% | -4.9% | 0.053% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 4,680 | $466K | 0.0% | +200.0% | 0.028% | |
| 8/18/2025 | Front Row Advisors LLC | 1,390 | $138K | 0.0% | -24.9% | 0.008% | |
| 8/15/2025 | Corient Private Wealth LLC | 20,814 | $2.07M | 0.0% | -23.5% | 0.123% | |
| 8/15/2025 | Equitable Holdings Inc. | 30,551 | $3.04M | 0.0% | +161.9% | 0.181% | |
| 8/15/2025 | Captrust Financial Advisors | 2,429 | $242K | 0.0% | -98.3% | 0.014% | |
| 8/15/2025 | Blue Chip Partners LLC | 2,205 | $220K | 0.0% | N/A | 0.013% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 18,989 | $1.89M | 0.2% | +22.2% | 0.112% | |
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| 8/15/2025 | Orion Porfolio Solutions LLC | 4,595 | $458K | 0.0% | N/A | 0.027% | |
| 8/15/2025 | MML Investors Services LLC | 343,195 | $34.20M | 0.1% | +35.2% | 2.031% | |
| 8/15/2025 | EP Wealth Advisors LLC | 5,563 | $554K | 0.0% | +3.6% | 0.033% | |
| 8/15/2025 | Essential Planning LLC. | 2,160 | $215K | 0.1% | -10.0% | 0.013% | |
| 8/15/2025 | BNP Paribas Financial Markets | 51,400 | $5.12M | 0.0% | -49.0% | 0.304% | |
| 8/15/2025 | Bank of America Corp DE | 853,831 | $85.08M | 0.0% | +9.1% | 5.052% | |
| 8/15/2025 | Ameriprise Financial Inc. | 47,934 | $4.78M | 0.0% | -1.1% | 0.284% | |
| 8/14/2025 | Camarda Financial Advisors LLC | 137,272 | $13.68M | 5.4% | N/A | 0.812% | |
| 8/14/2025 | Jane Street Group LLC | 28,030 | $2.79M | 0.0% | +71.8% | 0.166% | |
| 8/14/2025 | Raymond James Financial Inc. | 229,648 | $22.88M | 0.0% | +10.4% | 1.359% | |
| 8/14/2025 | Quantinno Capital Management LP | 7,794 | $777K | 0.0% | +23.2% | 0.046% | |
| 8/14/2025 | Vivaldi Capital Management LP | 5,377 | $536K | 0.1% | +7.8% | 0.032% | |
| 8/14/2025 | Glenview Trust co | 3,158 | $315K | 0.0% | -40.6% | 0.019% | |
| 8/14/2025 | NewEdge Advisors LLC | 13,057 | $1.30M | 0.0% | -5.6% | 0.077% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 58,146 | $5.79M | 0.0% | -15.6% | 0.344% | |
| 8/13/2025 | PGIM Custom Harvest LLC | 1,027,290 | $102.36M | 2.1% | +5.4% | 6.079% | |
| 8/13/2025 | Marshall Wace LLP | 2,594 | $258K | 0.0% | N/A | 0.015% | |
| 8/13/2025 | Baird Financial Group Inc. | 2,864 | $285K | 0.0% | -17.8% | 0.017% | |
| 8/13/2025 | AMJ Financial Wealth Management | 3,443 | $343K | 0.1% | +7.4% | 0.020% | |
| 8/13/2025 | Pinkerton Wealth LLC | 344,097 | $34.29M | 4.1% | N/A | 2.036% | |
| 8/13/2025 | M&T Bank Corp | 6,001 | $598K | 0.0% | -30.9% | 0.036% | |
| 8/13/2025 | VestGen Advisors LLC | 23,124 | $2.30M | 0.1% | +10.6% | 0.137% | |
| 8/13/2025 | Virtue Capital Management LLC | 11,688 | $1.17M | 0.2% | +24.3% | 0.069% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 39,641 | $3.95M | 0.0% | +4.3% | 0.235% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 24,482 | $2.44M | 0.0% | +183.1% | 0.145% | |
| 8/12/2025 | Global Retirement Partners LLC | 2,710 | $270K | 0.0% | N/A | 0.016% | |
| 8/12/2025 | Sierra Summit Advisors LLC | 2,235 | $223K | 0.0% | N/A | 0.013% | |
| 8/12/2025 | WealthBridge Capital Management LLC | 4,980 | $496K | 0.1% | -14.4% | 0.029% | |
| 8/12/2025 | MAI Capital Management | 2,961 | $295K | 0.0% | -15.0% | 0.018% | |
| 8/12/2025 | JPMorgan Chase & Co. | 28,568 | $2.85M | 0.0% | -64.0% | 0.169% | |
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| 8/11/2025 | Anfield Capital Management LLC | 49,789 | $4.96M | 1.6% | -1.3% | 0.296% | |
| 8/8/2025 | Cetera Investment Advisers | 44,848 | $4.47M | 0.0% | +231.0% | 0.267% | |
| 8/8/2025 | Creative Planning | 9,261 | $923K | 0.0% | +4.0% | 0.055% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 199,897 | $19.92M | 0.3% | +5.4% | 1.190% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 3,714 | $370K | 0.0% | -4.3% | 0.022% | |
| 8/7/2025 | Ibex Wealth Advisors | 8,957 | $892K | 0.1% | -14.8% | 0.053% | |
| 8/7/2025 | Fountainhead AM LLC | 2,193 | $219K | 0.0% | -62.8% | 0.013% | |
| 8/7/2025 | Summit X LLC | 4,821 | $480K | 0.1% | -3.7% | 0.029% | |
| 8/7/2025 | Midwest Trust Co | 3,560 | $355K | 0.0% | N/A | 0.021% | |
| 8/7/2025 | Parkside Financial Bank & Trust | 661 | $66K | 0.0% | +535.6% | 0.004% | |
| 8/6/2025 | Prospera Financial Services Inc | 127,384 | $12.69M | 0.2% | -38.1% | 0.758% | |
| 8/6/2025 | AE Wealth Management LLC | 49,247 | $4.91M | 0.0% | +32.4% | 0.293% | |
| 8/6/2025 | Garrison Point Advisors LLC | 13,870 | $1.38M | 0.6% | -2.0% | 0.083% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 1,660 | $165K | 0.0% | N/A | 0.010% | |
| 8/6/2025 | Stonebridge Financial Planning Group LLC | 26,438 | $2.63M | 1.1% | -5.5% | 0.157% | |
| 8/6/2025 | Moors & Cabot Inc. | 6,408 | $638K | 0.0% | N/A | 0.038% | |
| 8/6/2025 | Simmons Bank | 12,050 | $1.20M | 0.1% | -2.0% | 0.072% | |
| 8/5/2025 | Transatlantique Private Wealth LLC | 32,653 | $3.25M | 1.2% | +7.1% | 0.194% | |
| 8/5/2025 | Bank of Montreal Can | 10,598 | $1.06M | 0.0% | +20.1% | 0.063% | |
| 8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 1,593,101 | $158.74M | 1.8% | +21.0% | 9.483% | |
| 8/4/2025 | Atria Investments Inc | 8,765 | $873K | 0.0% | -1.7% | 0.052% | |
| 8/4/2025 | Buck Wealth Strategies LLC | 10,163 | $1.01M | 0.2% | +52.9% | 0.060% | |
| 8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 2,331 | $232K | 0.0% | -11.7% | 0.014% | |
| 8/1/2025 | Zhang Financial LLC | 2,734 | $272K | 0.0% | N/A | 0.016% | |
| 8/1/2025 | Advisory Alpha LLC | 2,187 | $218K | 0.0% | N/A | 0.013% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 54,465 | $5.43M | 0.0% | +41.3% | 0.324% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 6,146 | $612K | 0.0% | -4.2% | 0.037% | |
| 7/30/2025 | Brookstone Capital Management | 3,919 | $390K | 0.0% | -33.6% | 0.023% | |
| 7/30/2025 | Gimbal Financial | 156,124 | $15.56M | 9.6% | N/A | 0.929% | |
| 7/30/2025 | WESPAC Advisors SoCal LLC | 9,904 | $987K | 0.2% | -65.6% | 0.059% | |
| 7/29/2025 | Balboa Wealth Partners | 26,599 | $2.65M | 0.5% | N/A | 0.158% | |
| 7/29/2025 | Cottonwood Capital Advisors LLC | 24,815 | $2.47M | 1.7% | -1.1% | 0.148% | |
| 7/28/2025 | Patten & Patten Inc. TN | 7,732 | $770K | 0.0% | -1.7% | 0.046% | |
| 7/28/2025 | Chesapeake Wealth Management | 3,220 | $321K | 0.1% | -6.1% | 0.019% | |
| 7/28/2025 | Mutual Advisors LLC | 18,129 | $1.84M | 0.0% | +15.8% | 0.108% | |
| 7/28/2025 | Harbour Investments Inc. | 3,907 | $389K | 0.0% | +594.0% | 0.023% | |
| 7/28/2025 | Harbour Trust & Investment Management Co | 2,056 | $205K | 0.0% | N/A | 0.012% | |
| 7/28/2025 | Hudson Capital Management LLC | 2,665 | $266K | 0.1% | N/A | 0.016% | |
| 7/25/2025 | Genesee Capital Advisors LLC | 14,396 | $1.43M | 0.6% | +65.0% | 0.086% | |
| 7/25/2025 | SPC Financial Inc. | 184,343 | $18.37M | 1.5% | +0.7% | 1.097% | |
| 7/25/2025 | Muirfield Wealth Advisors LLC | 6,307 | $628K | 0.5% | -12.1% | 0.038% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 5,723 | $570K | 0.0% | +29.6% | 0.034% | |
| 7/24/2025 | Wealthstar Advisors LLC | 19,219 | $1.92M | 0.7% | N/A | 0.114% | |
| 7/23/2025 | Lakeshore Capital Group Inc. | 11,466 | $1.14M | 1.0% | -9.0% | 0.068% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 2,124 | $212K | 0.0% | N/A | 0.013% | |
| 7/23/2025 | 1 North Wealth Services LLC | 615 | $61K | 0.0% | -34.2% | 0.004% | |
| 7/23/2025 | Independent Solutions Wealth Management LLC | 2,786 | $278K | 0.1% | +9.8% | 0.017% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 5,580 | $556K | 0.0% | -35.3% | 0.033% | |
| 7/22/2025 | DAVENPORT & Co LLC | 14,426 | $1.44M | 0.0% | +18.9% | 0.086% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 684 | $68K | 0.0% | N/A | 0.004% | |
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| 7/21/2025 | Yeomans Consulting Group Inc. | 10,240 | $1.02M | 0.4% | N/A | 0.061% | |
| 7/18/2025 | USA Financial Formulas | 35,895 | $3.58M | 0.6% | N/A | 0.214% | |
| 7/18/2025 | Truist Financial Corp | 13,358 | $1.33M | 0.0% | -10.0% | 0.080% | |
| 7/17/2025 | Lee Johnson Capital Management LLC | 17,077 | $1.70M | 0.6% | N/A | 0.102% | |
| 7/17/2025 | Tritonpoint Wealth LLC | 21,301 | $2.12M | 0.2% | -4.4% | 0.128% | |
| 7/16/2025 | Advisors Management Group Inc. ADV | 2,912 | $290K | 0.1% | +4.3% | 0.017% | |
| 7/16/2025 | MinichMacGregor Wealth Management LLC | 191,409 | $19.07M | 4.1% | +12.1% | 1.146% | |
| 7/16/2025 | Southern Capital Advisors LLC | 41,887 | $4.17M | 2.1% | +1.2% | 0.251% | |
| 7/16/2025 | Cadent Capital Advisors LLC | 49,157 | $4.90M | 1.6% | +1.0% | 0.294% | |
| 7/15/2025 | Well Done LLC | 58,871 | $5.87M | 1.1% | N/A | 0.353% | |
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