| 8/7/2025 | Palouse Capital Management Inc. | 4,027 | $441K | 0.3% | -3.7% | 0.002% | |
| 8/7/2025 | Winthrop Capital Management LLC | 97,300 | $10.67M | 2.7% | -0.2% | 0.039% | |
| 8/6/2025 | Wedbush Securities Inc. | 10,633 | $1.17M | 0.0% | -31.5% | 0.004% | |
| 8/6/2025 | Nvwm LLC | 69,735 | $7.64M | 1.8% | +14.6% | 0.028% | |
| 8/6/2025 | Innealta Capital LLC | 8,754 | $960K | 0.5% | -2.7% | 0.004% | |
| 8/6/2025 | Eukles Asset Management | 27,451 | $3.01M | 1.2% | -1.0% | 0.011% | |
| 8/6/2025 | Golden State Wealth Management LLC | 682 | $75K | 0.0% | -56.1% | 0.000% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 271 | $30K | 0.0% | N/A | 0.000% | |
| 8/6/2025 | First Horizon Advisors Inc. | 1,220 | $134K | 0.0% | -33.7% | 0.000% | |
| 8/5/2025 | Fourth Dimension Wealth LLC | 3,134 | $344K | 0.1% | -31.9% | 0.001% | |
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| 8/5/2025 | Advisors Preferred LLC | 16,083 | $1.76M | 0.3% | N/A | 0.006% | |
| 8/5/2025 | Bank of New York Mellon Corp | 257,560 | $28.23M | 0.0% | -80.0% | 0.103% | |
| 8/5/2025 | Tsfg LLC | 835 | $92K | 0.0% | -13.6% | 0.000% | |
| 8/4/2025 | Arkadios Wealth Advisors | 4,381 | $480K | 0.0% | -4.8% | 0.002% | |
| 8/1/2025 | Bank of Jackson Hole Trust | 446 | $49K | 0.0% | N/A | 0.000% | |
| 8/1/2025 | Providence First Trust Co | 125,355 | $13.74M | 4.9% | +0.4% | 0.050% | |
| 8/1/2025 | Boyd Watterson Asset Management LLC OH | 1,143 | $125K | 0.0% | +18.4% | 0.000% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 3,466 | $380K | 0.0% | -3.9% | 0.001% | |
| 8/1/2025 | Bessemer Group Inc. | 16,194 | $1.78M | 0.0% | -1.7% | 0.006% | |
| 7/31/2025 | City State Bank | 7,410 | $812K | 0.3% | +7.2% | 0.003% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 6,177 | $677K | 0.0% | +4.0% | 0.002% | |
| 7/31/2025 | Money Design Co. Ltd. | 1,558,854 | $170.87M | 8.0% | +6.1% | 0.623% | |
| 7/30/2025 | Strategic Blueprint LLC | 6,051 | $663K | 0.0% | -26.5% | 0.002% | |
| 7/30/2025 | Sonata Capital Group Inc. | 15,721 | $1.72M | 0.7% | -6.7% | 0.006% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 2,496 | $274K | 0.0% | +3.8% | 0.001% | |
| 7/30/2025 | Bogart Wealth LLC | 297 | $33K | 0.0% | -41.0% | 0.000% | |
| 7/29/2025 | Private Trust Co. NA | 7,401 | $811K | 0.1% | -23.9% | 0.003% | |
| 7/28/2025 | Copia Wealth Management | 13,887 | $1.52M | 1.3% | -20.5% | 0.006% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 636 | $70K | 0.0% | -38.0% | 0.000% | |
| 7/28/2025 | J.Safra Asset Management Corp | 23,330 | $2.54M | 0.2% | +2.0% | 0.009% | |
| 7/25/2025 | Richardson Financial Services Inc. | 2,542 | $278K | 0.2% | +50.4% | 0.001% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 250 | $27K | 0.0% | N/A | 0.000% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 11,716 | $1.28M | 0.1% | -56.8% | 0.005% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 17,683 | $1.94M | 0.0% | -72.7% | 0.007% | |
| 7/22/2025 | Belpointe Asset Management LLC | 4,369 | $479K | 0.0% | -29.6% | 0.002% | |
| 7/21/2025 | Ameriflex Group Inc. | 421 | $46K | 0.0% | -87.5% | 0.000% | |
| 7/21/2025 | Crews Bank & Trust | 24,526 | $2.69M | 0.4% | -9.7% | 0.009% | |
| 7/18/2025 | USA Financial Formulas | 347,983 | $38.14M | 6.5% | +12.9% | 0.137% | |
| 7/17/2025 | Park Place Capital Corp | 3,473 | $380K | 0.1% | -22.0% | 0.001% | |
| 7/17/2025 | HCR Wealth Advisors | 4,354 | $477K | 0.1% | -11.6% | 0.002% | |
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| 7/17/2025 | Janney Montgomery Scott LLC | 44,212 | $4.85M | 0.0% | -29.2% | 0.017% | |
| 7/17/2025 | Fifth Third Securities Inc. | 48,678 | $5.34M | 0.4% | +5.6% | 0.018% | |
| 7/17/2025 | City Holding Co. | 1,633 | $179K | 0.0% | -13.9% | 0.001% | |
| 7/17/2025 | Fort Washington Investment Advisors Inc. OH | 3,223 | $353K | 0.0% | -14.6% | 0.001% | |
| 7/17/2025 | Keystone Global Partners LLC | 65,469 | $7.18M | 3.9% | +28.2% | 0.025% | |
| 7/15/2025 | TD Private Client Wealth LLC | 204,954 | $22.47M | 0.6% | +3.7% | 0.077% | |
| 7/11/2025 | Farther Finance Advisors LLC | 25,278 | $2.77M | 0.1% | -0.5% | 0.009% | |
| 7/10/2025 | Burns J W & Co. Inc. NY | 39,267 | $4.30M | 0.5% | -6.8% | 0.015% | |
| 7/8/2025 | NBC Securities Inc. | 32,763 | $3.59M | 0.3% | -3.2% | 0.012% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 77,221 | $8.46M | 0.9% | +0.5% | 0.029% | |
| 7/8/2025 | Adams Asset Advisors LLC | 11,180 | $1.23M | 0.2% | +246.2% | 0.004% | |
| 7/8/2025 | Parallel Advisors LLC | 5,381 | $590K | 0.0% | -3.8% | 0.002% | |
| 7/7/2025 | Modus Advisors LLC | 58,890 | $6.46M | 1.9% | +2.5% | 0.022% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 6,503 | $713K | 0.1% | +21.5% | 0.002% | |
| 5/28/2025 | Turn8 Private Wealth Inc. | 46,299 | $5.04M | 3.9% | +14.0% | 0.017% | |
| 5/21/2025 | Indiana Trust & Investment Management Co | 8,485 | $922K | 0.3% | -12.2% | 0.003% | |
| 5/20/2025 | Belpointe Asset Management LLC | 6,202 | $673K | 0.0% | +16.6% | 0.002% | |
| 5/16/2025 | Jones Financial Companies Lllp | 45,960 | $5.00M | 0.0% | +50.5% | 0.017% | |
| 5/16/2025 | NewEdge Advisors LLC | 34,616 | $3.76M | 0.0% | -46.0% | 0.013% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 22,141 | $2.41M | 0.0% | -10.6% | 0.008% | |
| 5/15/2025 | Titleist Asset Management LLC | 6,660 | $724K | 0.1% | -6.4% | 0.002% | |
| 5/15/2025 | Baird Financial Group Inc. | 179,814 | $19.54M | 0.0% | +32.7% | 0.067% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 2,674 | $291K | 0.2% | -33.6% | 0.001% | |
| 5/14/2025 | Caisse DE Depot ET Placement DU Quebec | 9,150 | $995K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 3,079 | $335K | 0.1% | N/A | 0.001% | |
| 5/14/2025 | MetLife Investment Management LLC | 953,260 | $103.61M | 0.6% | +2,442.0% | 0.354% | |
| 5/14/2025 | Ameriprise Financial Inc. | 6,859,875 | $744.61M | 0.2% | +51.7% | 2.547% | |
| 5/14/2025 | Summit Financial LLC | 68,115 | $7.40M | 0.2% | +7.4% | 0.025% | |
| 5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 226,208 | $24.65M | 0.2% | -4.4% | 0.084% | |
| 5/13/2025 | Keystone Global Partners LLC | 51,078 | $5.55M | 3.9% | N/A | 0.019% | |
| 5/13/2025 | Horizon Investments LLC | 27,821 | $3M | 0.1% | -7.1% | 0.010% | |
| 5/13/2025 | Anfield Capital Management LLC | 79,432 | $8.63M | 3.2% | +6.6% | 0.029% | |
| 5/12/2025 | Operose Advisors LLC | 1,129 | $123K | 0.0% | +584.2% | 0.000% | |
| 5/9/2025 | Renasant Bank | 3,384 | $368K | 0.2% | -3.2% | 0.001% | |
| 5/9/2025 | iA Global Asset Management Inc. | 661,200 | $71.87M | 1.2% | +8.2% | 0.242% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 352 | $38K | 0.0% | -28.3% | 0.000% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 31,075 | $3.38M | 0.1% | -4.0% | 0.011% | |
| 5/9/2025 | Cheviot Value Management LLC | 243,593 | $26.01M | 3.2% | N/A | 0.089% | |
| 5/8/2025 | Wealthquest Corp | 49,677 | $5.40M | 0.2% | N/A | 0.018% | |
| 5/8/2025 | Arkadios Wealth Advisors | 4,600 | $500K | 0.0% | +77.4% | 0.002% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 4,056 | $441K | 0.4% | N/A | 0.001% | |
| 5/7/2025 | NYL Investors LLC | 7,794,361 | $847.17M | 54.3% | +442.2% | 2.850% | |
| 5/7/2025 | Alteri Wealth LLC | 8,886 | $966K | 0.4% | +318.2% | 0.003% | |
| 5/7/2025 | Nvwm LLC | 60,827 | $6.61M | 1.8% | +4.3% | 0.022% | |
| 5/6/2025 | Dorsey Wright & Associates | 4,289 | $466K | 0.1% | -15.8% | 0.002% | |
| 5/6/2025 | Winthrop Capital Management LLC | 97,539 | $10.60M | 2.9% | +4.4% | 0.036% | |
| 5/6/2025 | Wedbush Securities Inc. | 15,523 | $1.69M | 0.1% | -2.3% | 0.006% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 5,782 | $628K | 0.0% | -16.2% | 0.002% | |
| 5/5/2025 | Hollencrest Capital Management | 11,003 | $1.20M | 0.1% | -8.4% | 0.004% | |
| 5/2/2025 | Graypoint LLC | 41,215 | $4.48M | 0.3% | -6.5% | 0.015% | |
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| 5/2/2025 | Cullen Frost Bankers Inc. | 2,404 | $261K | 0.0% | +8.2% | 0.001% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 36,631 | $3.98M | 0.1% | +8.3% | 0.013% | |
| 5/2/2025 | Bogart Wealth LLC | 503 | $55K | 0.0% | +102.8% | 0.000% | |
| 5/1/2025 | Fifth Third Securities Inc. | 46,099 | $5.01M | 0.4% | -7.3% | 0.017% | |
| 4/30/2025 | Sierra Capital LLC | 4,803 | $522K | 0.1% | -11.9% | 0.002% | |
| 4/29/2025 | Centennial Bank AR | 314 | $34K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | TD Private Client Wealth LLC | 197,568 | $21.47M | 0.6% | +7.0% | 0.072% | |
| 4/29/2025 | Tradewinds LLC. | 2,355 | $256K | 0.1% | -8.1% | 0.001% | |
| 4/29/2025 | Wheelhouse Advisory Group LLC | 1,945 | $211K | 0.1% | -15.4% | 0.001% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,290,878 | $140.31M | 0.0% | +469.8% | 0.472% | |
