| 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% | |
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| 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% | |
| 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% | |
| 7/14/2025 | Gries Financial LLC | 15,823 | $176K | 0.0% | -62.2% | 0.005% | |
| 7/14/2025 | GAMMA Investing LLC | 8,255 | $92K | 0.0% | -76.6% | 0.002% | |
| 7/14/2025 | S.A. Mason LLC | 9,930 | $111K | 0.1% | +21.8% | 0.003% | |
| 7/14/2025 | Flagstar Advisors Inc. | 10,430 | $116K | 0.0% | -85.3% | 0.003% | |
| 7/14/2025 | Abound Wealth Management | 2,972 | $33K | 0.0% | N/A | 0.001% | |
| 7/14/2025 | Park Avenue Securities LLC | 37,754 | $420K | 0.0% | N/A | 0.011% | |
| 7/14/2025 | Sowell Financial Services LLC | 25,250 | $281K | 0.0% | -68.4% | 0.007% | |
| 7/11/2025 | Coastwise Capital Group LLC | 53,988 | $601K | 0.5% | -5.3% | 0.015% | |
| 7/11/2025 | First PREMIER Bank | 255,975 | $2.85M | 0.7% | -3.3% | 0.073% | |
| 7/11/2025 | Farther Finance Advisors LLC | 24,085 | $268K | 0.0% | -10.1% | 0.007% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 14,512 | $162K | 0.0% | -7.2% | 0.004% | |
| 7/11/2025 | Butensky & Cohen Financial Security Inc. | 56,459 | $628K | 0.2% | -15.1% | 0.016% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 446,029 | $4.96M | 0.1% | N/A | 0.127% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 464,815 | $5.24M | 0.0% | -7.6% | 0.132% | |
| 7/9/2025 | Pines Wealth Management LLC | 36,076 | $407K | 0.1% | +7.0% | 0.010% | |
| 7/9/2025 | Bank of New Hampshire | 9,200 | $102K | 0.0% | -14.8% | 0.003% | |
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| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 70,093 | $780K | 0.0% | +15.2% | 0.020% | |
| 7/8/2025 | Legacy Private Trust Co. | 20,700 | $230K | 0.0% | -7.6% | 0.006% | |
| 7/7/2025 | Investors Research Corp | 481,270 | $5.36M | 1.1% | +8.4% | 0.137% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 5,430 | $60K | 0.0% | +94.4% | 0.002% | |
| 7/7/2025 | Aletheian Wealth Advisors LLC | 55,082 | $613K | 0.3% | +18.7% | 0.016% | |
| 7/3/2025 | First Hawaiian Bank | 222,207 | $2.47M | 0.3% | -1.4% | 0.064% | |
| 6/4/2025 | First Hawaiian Bank | 225,419 | $2.53M | 0.1% | -25.2% | 0.063% | |
| 6/2/2025 | Modern Wealth Management LLC | 24,490 | $275K | 0.0% | +9.8% | 0.007% | |
| 5/21/2025 | McAdam LLC | 487,953 | $5.48M | 0.3% | -16.2% | 0.136% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 376,110 | $4.22M | 0.1% | +0.5% | 0.105% | |
| 5/21/2025 | Bluefin Capital Management LLC | 19,719 | $221K | 0.2% | N/A | 0.005% | |
| 5/20/2025 | Belpointe Asset Management LLC | 53,149 | $596K | 0.0% | +120.7% | 0.015% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 25,347 | $284K | 0.1% | N/A | 0.007% | |
| 5/20/2025 | Focus Partners Wealth | 357,673 | $4.01M | 0.0% | -5.8% | 0.099% | |
| 5/19/2025 | Jane Street Group LLC | 420,120 | $4.71M | 0.0% | +181.6% | 0.117% | |
| 5/19/2025 | Advisory Alpha LLC | 58,983 | $662K | 0.0% | -56.2% | 0.016% | |
| 5/16/2025 | Wilson & Boucher Capital Management LLC | 23,400 | $263K | 0.2% | -4.1% | 0.007% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,874,427 | $21.03M | 0.0% | +57.4% | 0.540% | |
| 5/16/2025 | Jones Financial Companies Lllp | 4,055 | $45K | 0.0% | -96.7% | 0.001% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 11,334 | $127K | 0.1% | N/A | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 146,932 | $1.65M | 0.0% | +2.9% | 0.041% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 399,728 | $4.49M | 0.1% | +1.2% | 0.111% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 11,939 | $134K | 0.1% | -51.3% | 0.003% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 12,767 | $143K | 0.0% | N/A | 0.004% | |
| 5/15/2025 | Royal Bank of Canada | 3,629,127 | $40.72M | 0.0% | -5.9% | 1.009% | |
| 5/15/2025 | MAI Capital Management | 581,394 | $6.52M | 0.0% | -4.6% | 0.162% | |
| 5/15/2025 | Calton & Associates Inc. | 16,846 | $189K | 0.0% | N/A | 0.005% | |
| 5/15/2025 | Baird Financial Group Inc. | 174,443 | $1.96M | 0.0% | -4.1% | 0.048% | |
| 5/14/2025 | Comerica Bank | 194,783 | $2.19M | 0.0% | -18.9% | 0.054% | |
| 5/14/2025 | SVB Wealth LLC | 3,860 | $43K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 52,406 | $588K | 0.0% | +5.8% | 0.015% | |
| 5/14/2025 | Trinity Legacy Partners LLC | 21,606 | $239K | 0.1% | -94.5% | 0.006% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 19,056 | $214K | 0.0% | -13.2% | 0.005% | |
| 5/14/2025 | Kestra Advisory Services LLC | 227,445 | $2.55M | 0.0% | -50.0% | 0.063% | |
| 5/14/2025 | Ameriprise Financial Inc. | 5,090,455 | $57.09M | 0.0% | -7.3% | 1.415% | |
| 5/14/2025 | Mosaic Financial Group LLC | 98,002 | $1.10M | 0.9% | -7.2% | 0.027% | |
| 5/14/2025 | Summit Financial LLC | 53,599 | $601K | 0.0% | -2.6% | 0.015% | |
| 5/13/2025 | Cascade Financial Partners LLC | 248,495 | $2.79M | 0.4% | +179.0% | 0.069% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 522,310 | $5.86M | 0.1% | +2.0% | 0.145% | |
| 5/13/2025 | Intrepid Financial Planning Group LLC | 855,037 | $9.59M | 4.4% | -3.4% | 0.237% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,769,857 | $31.08M | 0.0% | +8.1% | 0.767% | |
| 5/13/2025 | HighTower Advisors LLC | 118,591 | $1.33M | 0.0% | -38.8% | 0.033% | |
| 5/12/2025 | Invesco Ltd. | 110,913 | $1.24M | 0.0% | -7.1% | 0.031% | |
| 5/12/2025 | Beam Wealth Advisors Inc. | 93,662 | $1.05M | 0.4% | -11.9% | 0.026% | |
| 5/12/2025 | AlphaCore Capital LLC | 83,483 | $937K | 0.1% | N/A | 0.023% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 16,047 | $180K | 0.0% | +7.0% | 0.004% | |
| 5/9/2025 | Wealthspire Advisors LLC | 55,074 | $618K | 0.0% | -31.1% | 0.015% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 49,950 | $560K | 0.0% | +32.9% | 0.014% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 123,210 | $1.38M | 0.0% | -7.0% | 0.034% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 2,899 | $33K | 0.0% | -28.0% | 0.001% | |
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| 5/9/2025 | Commonwealth Equity Services LLC | 1,421,724 | $15.95M | 0.0% | -1.8% | 0.394% | |
| 5/9/2025 | Beta Wealth Group Inc. | 31,580 | $354K | 0.1% | -54.4% | 0.009% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 16,064 | $180K | 0.0% | -17.6% | 0.004% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 249,332 | $2.80M | 0.1% | -39.6% | 0.069% | |
| 5/8/2025 | Commerce Bank | 25,720 | $289K | 0.0% | N/A | 0.007% | |
| 5/8/2025 | Shufro Rose & Co. LLC | 68,977 | $774K | 0.1% | +16.0% | 0.019% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 14,423 | $162K | 0.0% | N/A | 0.004% | |
| 5/8/2025 | Harbour Investments Inc. | 5,720 | $64K | 0.0% | +25.5% | 0.002% | |
| 5/8/2025 | CAP Partners LLC | 14,293 | $160K | 0.1% | -17.3% | 0.004% | |
| 5/8/2025 | Portland Financial Advisors Inc | 28,670 | $322K | 0.8% | -12.3% | 0.008% | |
