| 8/1/2025 | Milestone Asset Management Group LLC | 3,848 | $271K | 0.2% | +7.0% | 0.019% | |
| 8/1/2025 | Liberty Wealth Management LLC | 9,630 | $679K | 0.1% | N/A | 0.048% | |
| 8/1/2025 | Penobscot Wealth Management | 39,192 | $2.76M | 1.0% | -0.8% | 0.196% | |
| 8/1/2025 | Bessemer Group Inc. | 12,519 | $882K | 0.0% | -14.1% | 0.063% | |
| 8/1/2025 | Schmidt P J Investment Management Inc. | 6,490 | $457K | 0.1% | -45.7% | 0.033% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 54,637 | $3.85M | 0.0% | -4.0% | 0.274% | |
| 7/31/2025 | Conservest Capital Advisors Inc. | 44,344 | $3.13M | 0.3% | +0.4% | 0.222% | |
| 7/30/2025 | Sonata Capital Group Inc. | 4,470 | $315K | 0.1% | +5.9% | 0.022% | |
| 7/30/2025 | Brookstone Capital Management | 4,714 | $332K | 0.0% | +29.7% | 0.024% | |
| 7/28/2025 | Mutual Advisors LLC | 12,431 | $872K | 0.0% | -12.3% | 0.062% | |
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| 7/28/2025 | Harbour Investments Inc. | 6,488 | $457K | 0.0% | +325.2% | 0.033% | |
| 7/28/2025 | RFG Advisory LLC | 5,232 | $369K | 0.0% | +46.8% | 0.026% | |
| 7/25/2025 | NorthRock Partners LLC | 2,420 | $171K | 0.0% | +29.8% | 0.012% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 4,969 | $350K | 0.0% | -9.4% | 0.025% | |
| 7/25/2025 | MGO One Seven LLC | 90,332 | $6.37M | 0.2% | +1.1% | 0.453% | |
| 7/25/2025 | Retirement Planning Group LLC NY | 6,752 | $476K | 0.4% | -7.4% | 0.034% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 8,895 | $627K | 0.0% | +11.7% | 0.045% | |
| 7/24/2025 | Blair William & Co. IL | 6,591 | $465K | 0.0% | -5.7% | 0.033% | |
| 7/23/2025 | Lakeshore Capital Group Inc. | 11,147 | $786K | 0.7% | +4.7% | 0.056% | |
| 7/22/2025 | DAVENPORT & Co LLC | 11,780 | $830K | 0.0% | -27.9% | 0.059% | |
| 7/22/2025 | Grimes & Company Inc. | 3,370 | $238K | 0.0% | N/A | 0.017% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 4,479 | $316K | 0.1% | -20.0% | 0.022% | |
| 7/22/2025 | Accel Wealth Management | 11,469 | $808K | 0.3% | +1.8% | 0.057% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,145 | $292K | 0.0% | -7.7% | 0.021% | |
| 7/18/2025 | Truist Financial Corp | 8,957 | $631K | 0.0% | +3.7% | 0.045% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 22,476 | $1.58M | 0.0% | +5.5% | 0.111% | |
| 7/17/2025 | Fifth Third Securities Inc. | 3,262 | $230K | 0.0% | N/A | 0.016% | |
| 7/16/2025 | CX Institutional | 7,994 | $563K | 0.0% | +936.8% | 0.040% | |
| 7/15/2025 | EWG Elevate Inc. | 24,886 | $1.75M | 0.5% | N/A | 0.123% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 4,339 | $306K | 0.0% | +25.2% | 0.021% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,571 | $181K | 0.0% | +328.5% | 0.013% | |
| 7/11/2025 | CX Institutional | 7,994 | $563K | 0.0% | +936.8% | 0.039% | |
| 7/11/2025 | Matthew Goff Investment Advisor LLC | 25,625 | $1.81M | 0.3% | -2.8% | 0.125% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 10,844 | $772K | 0.0% | +10.2% | 0.053% | |
| 7/10/2025 | Focus Financial Network Inc. | 6,529 | $460K | 0.0% | +106.7% | 0.032% | |
| 7/10/2025 | Sovran Advisors LLC | 18,829 | $1.33M | 0.1% | -4.6% | 0.092% | |
| 7/9/2025 | Triumph Capital Management | 3,434 | $242K | 0.1% | -15.5% | 0.017% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 44,558 | $3.17M | 1.1% | -10.2% | 0.217% | |
| 7/8/2025 | Parallel Advisors LLC | 849 | $60K | 0.0% | +23.8% | 0.004% | |
| 7/7/2025 | First Citizens Financial Corp | 39,725 | $2.80M | 1.5% | -11.0% | 0.193% | |
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| 7/7/2025 | Nova Wealth Management Inc. | 815 | $57K | 0.0% | +286.3% | 0.004% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 7,670 | $549K | 0.0% | -4.7% | 0.036% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 11,957 | $856K | 0.2% | -45.1% | 0.056% | |
| 5/20/2025 | Glenview Trust co | 9,140 | $654K | 0.0% | -53.2% | 0.043% | |
| 5/19/2025 | Jane Street Group LLC | 3,394 | $243K | 0.0% | -93.2% | 0.016% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 17,009 | $1.22M | 0.1% | +7,666.7% | 0.080% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 226,337 | $16.20M | 0.0% | -28.8% | 1.093% | |
| 5/16/2025 | Jones Financial Companies Lllp | 706 | $51K | 0.0% | -95.4% | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 23,405 | $1.68M | 0.0% | +21.0% | 0.110% | |
| 5/16/2025 | Curi RMB Capital LLC | 85,139 | $6.09M | 0.2% | N/A | 0.402% | |
| 5/15/2025 | EP Wealth Advisors LLC | 2,013 | $144K | 0.0% | -20.6% | 0.009% | |
| 5/15/2025 | Royal Bank of Canada | 173,221 | $12.40M | 0.0% | +62.4% | 0.817% | |
| 5/15/2025 | Calton & Associates Inc. | 6,844 | $490K | 0.1% | +42.8% | 0.032% | |
| 5/14/2025 | PKS Advisory Services LLC | 3,650 | $261K | 0.1% | -8.3% | 0.017% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 522,897 | $37.42M | 0.0% | +2.1% | 2.466% | |
| 5/14/2025 | Kestra Advisory Services LLC | 22,151 | $1.59M | 0.0% | +21.9% | 0.104% | |
| 5/14/2025 | Allstate Corp | 10,100 | $723K | 0.0% | +32.9% | 0.048% | |
| 5/14/2025 | Ameriprise Financial Inc. | 813,341 | $58.22M | 0.0% | +10.2% | 3.837% | |
| 5/14/2025 | CW Advisors LLC | 72,116 | $5.16M | 0.1% | N/A | 0.340% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 1,559,214 | $111.59M | 2.7% | +5.9% | 7.355% | |
| 5/14/2025 | TFB Advisors LLC | 10,100 | $723K | 0.2% | +19.0% | 0.048% | |
| 5/14/2025 | Hsbc Holdings PLC | 997,878 | $71.42M | 0.0% | N/A | 4.707% | |
| 5/13/2025 | SFI Advisors LLC | 67,415 | $4.83M | 3.6% | +26.0% | 0.318% | |
| 5/13/2025 | Raymond James Financial Inc. | 121,964 | $8.73M | 0.0% | +19.3% | 0.575% | |
| 5/13/2025 | CacheTech Inc. | 88,203 | $6.31M | 1.2% | N/A | 0.416% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 11,835 | $847K | 0.6% | +17.1% | 0.056% | |
| 5/13/2025 | HighTower Advisors LLC | 12,037 | $861K | 0.0% | +76.0% | 0.057% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 13,183 | $945K | 0.1% | +65.8% | 0.062% | |
| 5/12/2025 | National Bank of Canada FI | 4,617 | $331K | 0.0% | -6.1% | 0.022% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 9,971 | $713K | 0.0% | -7.1% | 0.047% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 284,458 | $20.36M | 0.0% | +301.1% | 1.342% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 5,679 | $406K | 0.0% | +84.7% | 0.027% | |
| 5/8/2025 | US Bancorp DE | 456 | $33K | 0.0% | -35.0% | 0.002% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,493 | $322K | 0.0% | -3.9% | 0.021% | |
| 5/8/2025 | Harbour Investments Inc. | 1,526 | $109K | 0.0% | -22.3% | 0.007% | |
| 5/8/2025 | MGO One Seven LLC | 89,365 | $6.40M | 0.2% | +0.3% | 0.422% | |
| 5/8/2025 | NorthRock Partners LLC | 1,865 | $133K | 0.0% | +337.8% | 0.009% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 1,759 | $126K | 0.0% | N/A | 0.008% | |
| 5/7/2025 | Fiera Capital Corp | 3,000 | $215K | 0.0% | N/A | 0.014% | |
| 5/7/2025 | Picton Mahoney Asset Management | 2,500 | $179K | 0.0% | -100.3% | 0.012% | |
| 5/7/2025 | Bellwether Advisors LLC | 8,109 | $580K | 0.1% | -96.1% | 0.038% | |
| 5/7/2025 | LPL Financial LLC | 858,382 | $61.43M | 0.0% | +19.9% | 4.049% | |
| 5/7/2025 | First Heartland Consultants Inc. | 9,381 | $671K | 0.1% | N/A | 0.044% | |
| 5/6/2025 | Cetera Investment Advisers | 158,754 | $11.36M | 0.0% | +9.6% | 0.749% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 25,393 | $1.82M | 0.0% | +9.9% | 0.120% | |
| 5/6/2025 | AE Wealth Management LLC | 981 | $70K | 0.0% | -33.9% | 0.005% | |
| 5/6/2025 | Wakefield Asset Management LLLP | 21,879 | $1.57M | 0.5% | -12.3% | 0.103% | |
| 5/6/2025 | Blankinship & Foster LLC | 6,770 | $485K | 0.1% | -5.1% | 0.032% | |
| 5/6/2025 | Milestone Asset Management Group LLC | 3,595 | $257K | 0.2% | N/A | 0.017% | |
| 5/5/2025 | Calton & Associates Inc. | 1,207 | $86K | 0.0% | -74.8% | 0.006% | |
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| 5/5/2025 | Conservest Capital Advisors Inc. | 44,150 | $3.16M | 0.3% | -8.0% | 0.208% | |
| 5/5/2025 | Private Advisor Group LLC | 26,472 | $1.90M | 0.0% | +21.1% | 0.125% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 750 | $54K | 0.0% | +504.8% | 0.004% | |
| 5/2/2025 | Apollon Wealth Management LLC | 3,507 | $251K | 0.0% | -4.6% | 0.017% | |
| 5/2/2025 | Sigma Planning Corp | 3,697 | $265K | 0.0% | -5.4% | 0.018% | |
| 5/1/2025 | CWM LLC | 12,365 | $885K | 0.0% | -3.3% | 0.059% | |
| 5/1/2025 | Family Firm Inc. | 3,014 | $216K | 0.0% | N/A | 0.014% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 1,023 | $73K | 0.1% | -44.9% | 0.005% | |
| 4/30/2025 | Cerity Partners LLC | 6,615 | $473K | 0.0% | -7.9% | 0.032% | |
| 4/30/2025 | New Insight Wealth Advisors | 10,609 | $759K | 0.3% | +20.0% | 0.051% | |
