| 5/1/2025 | CWM LLC | 14,280 | $911K | 0.0% | -55.8% | 0.033% | |
| 5/1/2025 | Rational Advisors Inc. | 824,760 | $52.63M | 5.3% | N/A | 1.926% | |
| 5/1/2025 | Fulcrum Equity Management | 15,654 | $999K | 1.1% | -17.4% | 0.037% | |
| 5/1/2025 | Fifth Third Securities Inc. | 25,079 | $1.60M | 0.1% | +69.0% | 0.059% | |
| 4/30/2025 | Sharpepoint LLC | 36,563 | $2.25M | 2.0% | +539.2% | 0.085% | |
| 4/30/2025 | Leavell Investment Management Inc. | 45,537 | $2.91M | 0.1% | +9.7% | 0.106% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 26,665 | $1.70M | 0.0% | N/A | 0.062% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 19,296 | $1.23M | 0.0% | +4.2% | 0.045% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 123,949 | $7.91M | 0.4% | -3.2% | 0.289% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 5,163 | $329K | 0.0% | N/A | 0.012% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 416,362 | $26.57M | 0.0% | -4.2% | 0.972% | |
| 4/29/2025 | Riggs Asset Managment Co. Inc. | 55,449 | $3.54M | 1.0% | +1.3% | 0.129% | |
| 4/29/2025 | Seascape Capital Management | 74,765 | $4.77M | 1.7% | +4.9% | 0.175% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 16,621 | $1.06M | 0.0% | +67.9% | 0.039% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 16,224 | $1.04M | 0.1% | -6.7% | 0.038% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 14,326 | $914K | 0.2% | +3.4% | 0.033% | |
| 4/28/2025 | D.A. Davidson & CO. | 8,518 | $544K | 0.0% | -9.3% | 0.020% | |
| 4/28/2025 | Principal Financial Group Inc. | 649,900 | $41.47M | 0.0% | N/A | 1.517% | |
| 4/28/2025 | Glassy Mountain Advisors Inc. | 60,966 | $3.89M | 1.4% | +1.0% | 0.142% | |
| 4/28/2025 | Private Trust Co. NA | 2,672 | $170K | 0.0% | +25.3% | 0.006% | |
| 4/28/2025 | Sageworth Trust Co | 148,340 | $9.47M | 0.6% | +311.9% | 0.346% | |
| 4/25/2025 | Saxon Interests Inc. | 9,608 | $613K | 0.3% | +4.8% | 0.022% | |
| 4/25/2025 | Essex LLC | 58,078 | $3.71M | 0.8% | -8.1% | 0.136% | |
| 4/25/2025 | Argent Advisors Inc. | 13,180 | $841K | 0.3% | -69.5% | 0.031% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 1,000 | $64K | 0.0% | N/A | 0.002% | |
| 4/25/2025 | WestEnd Advisors LLC | 1,156 | $74K | 0.0% | -53.8% | 0.003% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 84,613 | $5.40M | 0.0% | +88.2% | 0.198% | |
| 4/24/2025 | Sunbelt Securities Inc. | 2,010 | $128K | 0.0% | +78.0% | 0.005% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 2,900 | $185K | 0.0% | N/A | 0.007% | |
| 4/23/2025 | GenTrust LLC | 307,739 | $19.64M | 0.9% | -4.1% | 0.719% | |
| 4/23/2025 | SFG Wealth Management LLC. | 10,545 | $673K | 0.3% | N/A | 0.025% | |
| 4/23/2025 | SOL Capital Management CO | 85,394 | $5.45M | 0.6% | +0.3% | 0.199% | |
| 4/23/2025 | Aurora Private Wealth Inc. | 14,326 | $914K | 0.0% | +3.4% | 0.033% | |
| 4/23/2025 | Embree Financial Group | 16,034 | $1.02M | 0.2% | N/A | 0.037% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 15,286 | $975K | 0.1% | +2.6% | 0.036% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 109,482 | $6.99M | 0.0% | +11.6% | 0.256% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 4,980 | $318K | 0.3% | -16.9% | 0.012% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 37,595 | $2.21M | 0.9% | +90.2% | 0.088% | |
| 4/22/2025 | LVZ Inc. | 9,358 | $597K | 0.1% | N/A | 0.022% | |
| 4/22/2025 | Manning & Napier Advisors LLC | 12,760 | $814K | 0.0% | -13.9% | 0.030% | |
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| 4/22/2025 | Synergy Asset Management LLC | 24,428 | $1.56M | 0.2% | N/A | 0.057% | |
| 4/22/2025 | Advisor Resource Council | 115,699 | $7.38M | 0.6% | N/A | 0.270% | |
| 4/21/2025 | Curran Financial Partners LLC | 241,450 | $15.41M | 3.8% | +6.0% | 0.555% | |
| 4/21/2025 | Wealthspan Partners LLC | 17,118 | $1.09M | 0.5% | +5.5% | 0.039% | |
| 4/21/2025 | Steel Grove Capital Advisors LLC | 7,358 | $470K | 0.1% | +21.1% | 0.017% | |
| 4/21/2025 | Grandview Asset Management LLC | 9,035 | $577K | 0.2% | N/A | 0.021% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 6,793 | $433K | 0.0% | +65.7% | 0.016% | |
| 4/17/2025 | Inscription Capital LLC | 4,500 | $287K | 0.0% | N/A | 0.010% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 9,160 | $584K | 0.0% | +29.3% | 0.021% | |
| 4/17/2025 | Fortis Advisors LLC | 89,306 | $5.70M | 3.7% | +0.8% | 0.205% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 66,610 | $4.25M | 0.1% | +6.5% | 0.153% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 1,069 | $68K | 0.0% | N/A | 0.002% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 45,101 | $2.88M | 0.0% | +13.7% | 0.104% | |
| 4/16/2025 | Verity & Verity LLC | 24,120 | $1.54M | 0.1% | -19.4% | 0.055% | |
| 4/15/2025 | Capital Advisors Ltd. LLC | 18,921 | $1.21M | 0.2% | +70.4% | 0.044% | |
| 4/15/2025 | Transform Wealth LLC | 48,492 | $3.09M | 0.2% | -10.4% | 0.112% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 25,669 | $1.64M | 0.0% | N/A | 0.059% | |
| 4/14/2025 | Northstar Advisory Group LLC | 21,155 | $1.35M | 0.9% | N/A | 0.049% | |
| 4/14/2025 | Farther Finance Advisors LLC | 679 | $44K | 0.0% | -21.0% | 0.002% | |
| 4/14/2025 | Park Avenue Securities LLC | 21,912 | $1.40M | 0.0% | N/A | 0.050% | |
| 4/14/2025 | KMG Fiduciary Partners LLC | 49,721 | $3.17M | 0.3% | -14.1% | 0.114% | |
| 4/14/2025 | Menlo Advisors LLC | 102,392 | $6.53M | 3.1% | +25.8% | 0.235% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 50,146 | $3.20M | 0.4% | -7.8% | 0.115% | |
| 4/11/2025 | A. D. Beadell Investment Counsel Inc. | 3,455 | $220K | 0.2% | -5.4% | 0.008% | |
| 4/10/2025 | Naples Global Advisors LLC | 38,783 | $2.48M | 0.2% | -3.5% | 0.089% | |
| 4/10/2025 | Key Client Fiduciary Advisors LLC | 46,910 | $2.99M | 1.4% | +10.5% | 0.108% | |
| 4/10/2025 | Teamwork Financial Advisors LLC | 269,188 | $17.18M | 2.3% | +755.5% | 0.619% | |
| 4/9/2025 | RFG Advisory LLC | 7,563 | $483K | 0.0% | N/A | 0.017% | |
| 4/9/2025 | HBW Advisory Services LLC | 23,978 | $1.53M | 0.2% | +32.8% | 0.055% | |
| 4/9/2025 | Merit Financial Group LLC | 3,441 | $220K | 0.0% | N/A | 0.008% | |
| 4/9/2025 | NBC Securities Inc. | 3,642 | $232K | 0.0% | +90,950.0% | 0.008% | |
| 4/9/2025 | Fiduciary Alliance LLC | 95,170 | $6.07M | 0.6% | +1.1% | 0.219% | |
| 4/8/2025 | Presidio Capital Management LLC | 171,868 | $10.97M | 4.5% | N/A | 0.395% | |
| 4/8/2025 | Rooted Wealth Advisors Inc. | 27,404 | $1.75M | 0.7% | N/A | 0.063% | |
| 4/8/2025 | Somerset Trust Co | 4,007 | $256K | 0.1% | N/A | 0.009% | |
| 4/8/2025 | Advisory Alpha LLC | 191,336 | $12.21M | 0.8% | +5,601.3% | 0.440% | |
| 3/24/2025 | Fulcrum Equity Management | 18,957 | $1.15M | 1.1% | -11.6% | 0.043% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 39,663 | $2.40M | 0.0% | +3.3% | 0.090% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 5,990 | $363K | 0.3% | N/A | 0.013% | |
| 2/27/2025 | Carolinas Wealth Consulting LLC | 1,112 | $67K | 0.0% | -15.4% | 0.002% | |
| 2/17/2025 | Royal Bank of Canada | 822,483 | $49.81M | 0.0% | +4.6% | 2.920% | |
| 2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 150,375 | $9.11M | 0.0% | +216.9% | 0.534% | |
| 2/17/2025 | Focus Partners Wealth | 188,951 | $11.44M | 0.0% | +50.8% | 0.671% | |
| 2/17/2025 | Fiduciary Trust Co | 16,213 | $982K | 0.0% | -28.9% | 0.058% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 36,422 | $2.21M | 0.0% | N/A | 0.129% | |
| 2/17/2025 | Cresset Asset Management LLC | 364,226 | $22.08M | 0.1% | +8.8% | 1.293% | |
| 2/17/2025 | Cetera Investment Advisers | 242,349 | $14.68M | 0.0% | +6.1% | 0.860% | |
| 2/17/2025 | Captrust Financial Advisors | 26,232 | $1.59M | 0.0% | -54.7% | 0.093% | |
| 2/17/2025 | Baird Financial Group Inc. | 146,782 | $8.89M | 0.0% | +11.7% | 0.521% | |
| 2/17/2025 | Baker Avenue Asset Management LP | 145,818 | $8.83M | 0.3% | +0.7% | 0.518% | |
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| 2/17/2025 | Bank of America Corp DE | 2,181,838 | $132.13M | 0.0% | +9.0% | 7.745% | |
| 2/17/2025 | Ameriprise Financial Inc. | 233,195 | $14.12M | 0.0% | +156.9% | 0.828% | |
| 2/17/2025 | Ancora Advisors LLC | 6,039 | $366K | 0.0% | +37.6% | 0.021% | |
| 2/14/2025 | Comerica Bank | 62,021 | $3.76M | 0.0% | -10.0% | 0.220% | |
| 2/14/2025 | Owen LaRue LLC | 12,656 | $766K | 0.4% | N/A | 0.045% | |
| 2/14/2025 | Coldstream Capital Management Inc. | 25,460 | $1.54M | 0.0% | +14.4% | 0.090% | |
| 2/14/2025 | Seven Springs Wealth Group LLC | 11,757 | $712K | 0.3% | +65.5% | 0.042% | |
| 2/14/2025 | Steel Grove Capital Advisors LLC | 6,074 | $368K | 0.1% | -9.8% | 0.022% | |
| 2/14/2025 | Stifel Financial Corp | 213,407 | $12.92M | 0.0% | -4.1% | 0.758% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 9,897 | $599K | 0.0% | N/A | 0.035% | |
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