| 8/8/2025 | Rockefeller Capital Management L.P. | 519,399 | $5.78M | 0.0% | -39.8% | 0.150% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 72,941 | $812K | 0.0% | -10.1% | 0.021% | |
| 8/8/2025 | Glaxis Capital Management LLC | 100,000 | $1.11M | 1.5% | -4.8% | 0.029% | |
| 8/8/2025 | Cetera Investment Advisers | 390,385 | $4.35M | 0.0% | -5.2% | 0.113% | |
| 8/8/2025 | Creative Planning | 869,625 | $9.68M | 0.0% | +2.4% | 0.252% | |
| 8/8/2025 | SG Americas Securities LLC | 182,300 | $2.03M | 0.0% | N/A | 0.053% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 25,571 | $285K | 0.0% | N/A | 0.007% | |
| 8/8/2025 | Spectrum Asset Management Inc. | 4,669,495 | $51.97M | 79.3% | +28.4% | 1.352% | |
| 8/8/2025 | Clearstead Trust LLC | 2,851 | $32K | 0.0% | N/A | 0.001% | |
| 8/8/2025 | Good Life Advisors LLC | 31,647 | $352K | 0.0% | -5.2% | 0.009% | |
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| 8/7/2025 | Cascade Financial Partners LLC | 203,478 | $2.27M | 0.3% | -18.1% | 0.059% | |
| 8/7/2025 | CENTRAL TRUST Co | 13,539 | $151K | 0.0% | -13.7% | 0.004% | |
| 8/7/2025 | Blackston Financial Advisory Group LLC | 10,936 | $122K | 0.1% | -26.2% | 0.003% | |
| 8/7/2025 | Ibex Wealth Advisors | 131,620 | $1.47M | 0.2% | +2.3% | 0.038% | |
| 8/7/2025 | Allworth Financial LP | 2,848,588 | $31.71M | 0.2% | +8.4% | 0.825% | |
| 8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 14,389 | $160K | 0.0% | -6.5% | 0.004% | |
| 8/6/2025 | Prospera Financial Services Inc | 39,723 | $442K | 0.0% | +5.5% | 0.012% | |
| 8/6/2025 | AE Wealth Management LLC | 16,119 | $179K | 0.0% | -80.1% | 0.005% | |
| 8/6/2025 | KCM Investment Advisors LLC | 272,722 | $3.04M | 0.1% | -3.9% | 0.079% | |
| 8/6/2025 | Savant Capital LLC | 13,900 | $155K | 0.0% | N/A | 0.004% | |
| 8/5/2025 | Fourth Dimension Wealth LLC | 7,086 | $79K | 0.0% | -21.2% | 0.002% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 23,526 | $262K | 0.0% | -4.6% | 0.007% | |
| 8/5/2025 | NewSquare Capital LLC | 142,689 | $1.59M | 0.1% | +28.5% | 0.041% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 82,640 | $920K | 0.1% | -3.9% | 0.024% | |
| 8/5/2025 | Huntington National Bank | 1,338,813 | $14.90M | 0.1% | -6.0% | 0.388% | |
| 8/5/2025 | Transatlantique Private Wealth LLC | 183,385 | $2.04M | 0.8% | +2.9% | 0.053% | |
| 8/5/2025 | Bank of Montreal Can | 810,834 | $9.03M | 0.0% | -8.8% | 0.235% | |
| 8/5/2025 | Sigma Planning Corp | 30,749 | $342K | 0.0% | -63.2% | 0.009% | |
| 8/5/2025 | Gould Asset Management LLC CA | 80,060 | $891K | 0.2% | +3.7% | 0.023% | |
| 8/4/2025 | Simon Quick Advisors LLC | 56,602 | $630K | 0.0% | N/A | 0.016% | |
| 8/4/2025 | Field & Main Bank | 412,187 | $4.59M | 1.5% | +4.5% | 0.119% | |
| 8/4/2025 | Noesis Capital Mangement Corp | 407,975 | $4.54M | 0.8% | -7.0% | 0.118% | |
| 8/4/2025 | MeadowBrook Investment Advisors LLC | 39,862 | $444K | 0.4% | -5.7% | 0.012% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 186,413 | $2.08M | 0.1% | -3.2% | 0.054% | |
| 8/4/2025 | Buck Wealth Strategies LLC | 174,938 | $1.95M | 0.3% | +55.1% | 0.051% | |
| 8/4/2025 | World Investment Advisors | 197,073 | $2.19M | 0.0% | -6.4% | 0.057% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 36,493 | $406K | 0.0% | -34.1% | 0.011% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 30,799 | $343K | 0.0% | +12.0% | 0.009% | |
| 8/1/2025 | Motco | 3,400 | $39K | 0.0% | N/A | 0.001% | |
| 8/1/2025 | Advisory Alpha LLC | 56,383 | $628K | 0.0% | -4.4% | 0.016% | |
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| 8/1/2025 | Transcend Capital Advisors LLC | 27,827 | $310K | 0.0% | +9.5% | 0.008% | |
| 8/1/2025 | Bessemer Group Inc. | 3,483,513 | $38.77M | 0.1% | +0.0% | 1.009% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 790,888 | $8.80M | 0.0% | -2.5% | 0.229% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 10,776 | $120K | 0.0% | -15.6% | 0.003% | |
| 7/30/2025 | Brookstone Capital Management | 43,925 | $489K | 0.0% | -7.0% | 0.013% | |
| 7/30/2025 | D.A. Davidson & CO. | 70,572 | $785K | 0.0% | -4.5% | 0.020% | |
| 7/30/2025 | Greenup Street Wealth Management LLC | 58,258 | $648K | 0.1% | +4.2% | 0.017% | |
| 7/29/2025 | Stephens Inc. AR | 195,090 | $2.17M | 0.0% | +7.3% | 0.056% | |
| 7/29/2025 | Madison Wealth Partners Inc | 70,395 | $783K | 0.2% | -21.9% | 0.020% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 73,834 | $822K | 0.0% | -11.8% | 0.021% | |
| 7/29/2025 | Private Trust Co. NA | 40,059 | $446K | 0.0% | -4.4% | 0.012% | |
| 7/29/2025 | Portland Financial Advisors Inc | 27,640 | $308K | 0.7% | -3.6% | 0.008% | |
| 7/28/2025 | RFG Advisory LLC | 168,236 | $1.87M | 0.0% | -69.4% | 0.049% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 22,357 | $249K | 0.0% | -55.2% | 0.006% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 70,791 | $788K | 0.0% | -12.1% | 0.020% | |
| 7/25/2025 | Lion Street Advisors LLC | 38,526 | $429K | 0.1% | -6.1% | 0.011% | |
| 7/25/2025 | CWM LLC | 36,832 | $410K | 0.0% | +17.0% | 0.011% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 60,368 | $672K | 0.0% | +9.6% | 0.017% | |
| 7/25/2025 | Apollon Wealth Management LLC | 25,063 | $279K | 0.0% | -14.8% | 0.007% | |
| 7/24/2025 | Etesian Wealth Advisors Inc. | 65,967 | $734K | 0.3% | -11.7% | 0.019% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 11,674 | $130K | 0.1% | N/A | 0.003% | |
| 7/24/2025 | IFP Advisors Inc | 197,955 | $2.20M | 0.1% | +2.3% | 0.057% | |
| 7/24/2025 | Blair William & Co. IL | 363,558 | $4.05M | 0.0% | -5.5% | 0.105% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 17,509 | $195K | 0.0% | -8.1% | 0.005% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 12,675 | $141K | 0.0% | -73.4% | 0.004% | |
| 7/22/2025 | Iowa State Bank | 65,062 | $724K | 0.1% | -35.8% | 0.019% | |
| 7/22/2025 | Belpointe Asset Management LLC | 27,802 | $309K | 0.0% | -47.7% | 0.008% | |
| 7/22/2025 | Plimoth Trust Co. LLC | 453,260 | $5.05M | 1.2% | +6.1% | 0.130% | |
| 7/22/2025 | OLD National Bancorp IN | 48,574 | $541K | 0.0% | -6.4% | 0.014% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 36,440 | $406K | 0.0% | +7.5% | 0.010% | |
| 7/22/2025 | Accel Wealth Management | 42,742 | $476K | 0.2% | -14.0% | 0.012% | |
| 7/22/2025 | Checchi Capital Advisers LLC | 1,457,054 | $16.22M | 0.9% | +4.5% | 0.417% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 25,687 | $286K | 0.0% | -10.0% | 0.007% | |
| 7/21/2025 | Crews Bank & Trust | 40,780 | $454K | 0.1% | +2.5% | 0.012% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 14,823 | $165K | 0.0% | -13.9% | 0.004% | |
| 7/21/2025 | First National Bank & Trust Co. of Newtown | 645,312 | $7.18M | 1.4% | -0.6% | 0.185% | |
| 7/18/2025 | Madrona Financial Services LLC | 24,846 | $277K | 0.1% | +6.6% | 0.007% | |
| 7/18/2025 | Rogco LP | 3,805 | $42K | 0.0% | -69.8% | 0.001% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 17,850 | $199K | 0.0% | -5.3% | 0.005% | |
| 7/18/2025 | O ROURKE & COMPANY Inc | 11,420 | $127K | 0.1% | N/A | 0.003% | |
| 7/18/2025 | Truist Financial Corp | 535,948 | $5.97M | 0.0% | +0.9% | 0.154% | |
| 7/18/2025 | First United Bank & Trust | 4,060 | $45K | 0.0% | -23.6% | 0.001% | |
| 7/17/2025 | Capital Investment Advisors LLC | 31,121 | $346K | 0.0% | +75.5% | 0.009% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 531,518 | $5.92M | 0.0% | +8.6% | 0.152% | |
| 7/17/2025 | Albion Financial Group UT | 161,347 | $1.80M | 0.1% | -2.3% | 0.046% | |
| 7/17/2025 | Fiduciary Advisors Inc. | 141,247 | $1.57M | 1.4% | +2.5% | 0.040% | |
| 7/17/2025 | Sound Income Strategies LLC | 461,867 | $5.14M | 0.3% | -1.0% | 0.132% | |
| 7/17/2025 | Independence Bank of Kentucky | 34,710 | $386K | 0.1% | -11.5% | 0.010% | |
| 7/17/2025 | Wagner Wealth Management LLC | 61,042 | $679K | 0.2% | -5.8% | 0.017% | |
| 7/17/2025 | Stone Summit Wealth LLC | 50,700 | $564K | 0.2% | +6.2% | 0.014% | |
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| 7/17/2025 | Charles Schwab Trust Co | 244,667 | $2.72M | 0.2% | +116.1% | 0.070% | |
| 7/17/2025 | KG&L Capital Management LLC | 205,191 | $2.28M | 0.7% | -2.6% | 0.059% | |
| 7/16/2025 | Prairiewood Capital LLC | 616,576 | $6.86M | 2.5% | +0.2% | 0.176% | |
| 7/16/2025 | Independent Wealth Network Inc. | 103,248 | $1.15M | 0.4% | +2.1% | 0.029% | |
| 7/16/2025 | Advisors Management Group Inc. ADV | 14,404 | $160K | 0.0% | -9.5% | 0.004% | |
| 7/16/2025 | Perigon Wealth Management LLC | 26,812 | $298K | 0.0% | +10.1% | 0.008% | |
| 7/16/2025 | Leading Edge Financial Planning LLC | 13,827 | $154K | 0.0% | N/A | 0.004% | |
| 7/15/2025 | McAdam LLC | 471,310 | $5.25M | 0.3% | -3.4% | 0.135% | |
| 7/15/2025 | Christensen King & Associates Investment Services Inc. | 55,874 | $622K | 0.3% | +24.6% | 0.016% | |
| 7/14/2025 | Wealth Advisory Solutions LLC | 71,608 | $797K | 0.2% | +25.3% | 0.020% | |
