| 8/25/2025 | Hilltop Partners LLC | 46,578 | $1.56M | 0.5% | -5.2% | 0.015% | |
| 8/22/2025 | Carter Financial Group INC. | 11,668 | $392K | 0.3% | N/A | 0.004% | |
| 8/15/2025 | American Family Investments Inc. | 5,304,000 | $178.11M | 9.7% | N/A | 1.709% | |
| 8/15/2025 | FSB Premier Wealth Management Inc. | 15,661 | $526K | 0.2% | -40.3% | 0.005% | |
| 8/15/2025 | Captrust Financial Advisors | 32,960 | $1.11M | 0.0% | +3.1% | 0.011% | |
| 8/15/2025 | Fidelity D & D Bancorp Inc. | 203,346 | $6.83M | 4.2% | +10.2% | 0.066% | |
| 8/15/2025 | WFA of San Diego LLC | 1,206 | $40K | 0.0% | N/A | 0.000% | |
| 8/15/2025 | Ameriprise Financial Inc. | 5,407,199 | $181.62M | 0.0% | +88.4% | 1.742% | |
| 8/14/2025 | BNP Paribas | 19,223 | $646K | 0.0% | -2.4% | 0.006% | |
| 8/14/2025 | NewEdge Advisors LLC | 80,410 | $2.70M | 0.0% | +0.7% | 0.026% | |
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| 8/13/2025 | Baird Financial Group Inc. | 15,370 | $516K | 0.0% | +4.9% | 0.005% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 1,018 | $34K | 0.0% | N/A | 0.000% | |
| 8/13/2025 | Fisher Asset Management LLC | 32,551 | $1.09M | 0.0% | -15.0% | 0.010% | |
| 8/13/2025 | Leuthold Group LLC | 388,529 | $13.05M | 1.6% | +18.7% | 0.125% | |
| 8/12/2025 | Segall Bryant & Hamill LLC | 59,323 | $1.99M | 0.0% | +1.2% | 0.019% | |
| 8/12/2025 | JPMorgan Chase & Co. | 164,461 | $5.52M | 0.0% | -90.3% | 0.053% | |
| 8/11/2025 | Alteri Wealth LLC | 6,020 | $202K | 0.1% | N/A | 0.002% | |
| 8/11/2025 | Duff & Phelps Investment Management Co. | 372,415 | $12.51M | 0.1% | +1.5% | 0.121% | |
| 8/11/2025 | Western Wealth Management LLC | 110,942 | $3.73M | 0.2% | -12.0% | 0.036% | |
| 8/7/2025 | Winch Advisory Services LLC | 62,412 | $2.10M | 0.5% | -4.8% | 0.020% | |
| 8/6/2025 | Mascagni Wealth Management Inc. | 39,245 | $1.32M | 1.1% | +74.7% | 0.013% | |
| 8/6/2025 | Golden State Wealth Management LLC | 57,722 | $1.94M | 0.2% | +4.3% | 0.019% | |
| 8/6/2025 | Climber Capital SA | 122,735 | $4.10M | 2.5% | +4.1% | 0.040% | |
| 8/5/2025 | Fourth Dimension Wealth LLC | 90,350 | $3.03M | 1.3% | +11.8% | 0.029% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 29,884 | $1.00M | 0.1% | -15.4% | 0.010% | |
| 8/5/2025 | Centennial Bank AR | 69,903 | $2.35M | 1.0% | +17.0% | 0.023% | |
| 8/5/2025 | Crestwood Advisors Group LLC | 62,314 | $2.09M | 0.0% | +1.9% | 0.020% | |
| 8/5/2025 | NewSquare Capital LLC | 210,247 | $7.06M | 0.5% | -1.0% | 0.068% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 8,940 | $300K | 0.0% | -7.1% | 0.003% | |
| 8/4/2025 | Municipal Employees Retirement System of Michigan | 12,968,096 | $435.47M | 5.2% | +7,799.4% | 4.200% | |
| 8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 863,815 | $29.01M | 0.3% | +5.3% | 0.280% | |
| 8/1/2025 | GoalVest Advisory LLC | 524,943 | $17.63M | 4.4% | +11.7% | 0.170% | |
| 7/31/2025 | BIP Wealth LLC | 27,350 | $918K | 0.1% | -5.6% | 0.009% | |
| 7/30/2025 | Whittier Trust Co. of Nevada Inc. | 31,727 | $1.07M | 0.0% | -2.1% | 0.010% | |
| 7/30/2025 | Whittier Trust Co. | 34,757 | $1.17M | 0.0% | -2.8% | 0.011% | |
| 7/29/2025 | Foster & Motley Inc. | 147,414 | $4.95M | 0.3% | +24.6% | 0.048% | |
| 7/29/2025 | Private Trust Co. NA | 94,861 | $3.19M | 0.3% | +21.9% | 0.031% | |
| 7/28/2025 | Davidson Trust Co. | 27,328 | $918K | 0.4% | +35.3% | 0.009% | |
| 7/25/2025 | Community Bank N.A. | 37,756 | $1.27M | 0.2% | +38.8% | 0.012% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 1,918 | $64K | 0.0% | N/A | 0.001% | |
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| 7/24/2025 | IFP Advisors Inc | 33,067 | $1.11M | 0.0% | -38.1% | 0.011% | |
| 7/24/2025 | True Link Financial Advisors LLC | 60,527 | $2.03M | 0.1% | -98.2% | 0.020% | |
| 7/23/2025 | RMG Wealth Management LLC | 706,171 | $23.60M | 3.6% | N/A | 0.229% | |
| 7/22/2025 | Appleton Partners Inc. MA | 281,200 | $9.44M | 0.7% | +2.2% | 0.091% | |
| 7/21/2025 | Hudson Valley Investment Advisors Inc. ADV | 1,231,779 | $41.36M | 4.5% | -1.8% | 0.399% | |
| 7/21/2025 | AIFG Consultants Ltd. | 45,247 | $1.52M | 3.0% | -2.8% | 0.015% | |
| 7/21/2025 | Crews Bank & Trust | 559,589 | $18.79M | 3.0% | +2.2% | 0.181% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 171,550 | $5.76M | 0.1% | -2.0% | 0.055% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 323,933 | $10.88M | 0.0% | -2.0% | 0.107% | |
| 7/17/2025 | Fifth Third Securities Inc. | 25,615 | $860K | 0.1% | -11.9% | 0.008% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 864,256 | $29.02M | 1.3% | +4.2% | 0.286% | |
| 7/15/2025 | TD Private Client Wealth LLC | 53,477 | $1.80M | 0.0% | +12.2% | 0.018% | |
| 7/11/2025 | Farther Finance Advisors LLC | 819,060 | $27.50M | 0.5% | +88.5% | 0.275% | |
| 7/9/2025 | Bulwark Capital Corp | 9,095 | $305K | 0.3% | N/A | 0.003% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 30,183 | $1.01M | 0.0% | -16.4% | 0.010% | |
| 7/8/2025 | NBC Securities Inc. | 149,943 | $5.04M | 0.4% | +2,640.7% | 0.050% | |
| 7/8/2025 | Parallel Advisors LLC | 3,459 | $116K | 0.0% | +336.2% | 0.001% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 15,006 | $504K | 0.1% | +26.2% | 0.005% | |
| 5/16/2025 | NewEdge Advisors LLC | 79,828 | $2.65M | 0.0% | -24.2% | 0.029% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 142,200 | $4.73M | 0.1% | +17.5% | 0.052% | |
| 5/15/2025 | OLD Mission Capital LLC | 159,895 | $5.32M | 0.1% | -65.3% | 0.058% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 1,194 | $40K | 0.0% | -99.4% | 0.000% | |
| 5/14/2025 | Redwood Investment Management LLC | 7,651 | $254K | 0.0% | -22.2% | 0.003% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,869,489 | $95.41M | 0.0% | +3.3% | 1.043% | |
| 5/14/2025 | Summit Financial LLC | 220,261 | $7.32M | 0.2% | +14.3% | 0.080% | |
| 5/13/2025 | Horizon Investments LLC | 15,695 | $522K | 0.0% | -6.8% | 0.006% | |
| 5/12/2025 | Lcnb Corp | 8,465 | $281K | 0.1% | N/A | 0.003% | |
| 5/9/2025 | Tidemark LLC | 2,317 | $77K | 0.0% | -64.8% | 0.001% | |
| 5/8/2025 | Foster & Motley Inc. | 118,272 | $3.93M | 0.2% | +8.2% | 0.042% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 26,236 | $872K | 0.3% | -18.5% | 0.009% | |
| 5/7/2025 | Municipal Employees Retirement System of Michigan | 164,166 | $5.46M | 0.1% | -4.8% | 0.058% | |
| 5/6/2025 | Richardson Financial Services Inc. | 9,529 | $317K | 0.2% | -24.2% | 0.003% | |
| 5/6/2025 | Winch Advisory Services LLC | 65,540 | $2.18M | 0.6% | +9.5% | 0.023% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 61,171 | $2.03M | 0.0% | +4.5% | 0.021% | |
| 5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 820,706 | $27.28M | 0.4% | -4.2% | 0.288% | |
| 5/2/2025 | Burns Matteson Capital Management LLC | 87,919 | $2.92M | 1.4% | +73.3% | 0.031% | |
| 5/2/2025 | Segall Bryant & Hamill LLC | 58,616 | $1.95M | 0.0% | -5.6% | 0.021% | |
| 5/2/2025 | BIP Wealth LLC | 28,985 | $963K | 0.1% | -7.1% | 0.010% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 32,406 | $1.08M | 0.0% | -18.5% | 0.011% | |
| 5/2/2025 | Whittier Trust Co. | 35,771 | $1.19M | 0.0% | -3.2% | 0.013% | |
| 5/1/2025 | FDx Advisors Inc. | 184,650 | $6.14M | 2.0% | -7.2% | 0.065% | |
| 5/1/2025 | Fidelity D & D Bancorp Inc. | 184,607 | $6.14M | 4.0% | +0.6% | 0.065% | |
| 5/1/2025 | Fifth Third Securities Inc. | 29,063 | $966K | 0.1% | -1.7% | 0.010% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 452,773 | $15.05M | 3.3% | N/A | 0.159% | |
| 4/29/2025 | Centennial Bank AR | 59,723 | $1.99M | 0.9% | +1.3% | 0.021% | |
| 4/29/2025 | TD Private Client Wealth LLC | 47,678 | $1.59M | 0.0% | +1.2% | 0.017% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 5,976 | $199K | 0.0% | +13.8% | 0.002% | |
| 4/29/2025 | Bank of New York Mellon Corp | 94,072 | $3.13M | 0.0% | +27.1% | 0.033% | |
| 4/29/2025 | Wayfinding Financial LLC | 280,762 | $9.33M | 4.1% | -4.8% | 0.099% | |
| 4/29/2025 | Columbia River Financial Group LLC | 4,624 | $153K | 0.1% | -34.9% | 0.002% | |
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| 4/29/2025 | Davidson Trust Co. | 20,201 | $671K | 0.3% | -6.0% | 0.007% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 9,010 | $299K | 0.1% | +32.4% | 0.003% | |
| 4/28/2025 | Private Trust Co. NA | 77,839 | $2.59M | 0.3% | +20.0% | 0.027% | |
| 4/28/2025 | Rossby Financial LCC | 7,727 | $257K | 0.1% | N/A | 0.003% | |
| 4/25/2025 | Goodman Advisory Group LLC | 42,453 | $1.41M | 0.6% | N/A | 0.015% | |
| 4/24/2025 | Golden State Wealth Management LLC | 55,361 | $1.84M | 0.3% | +11.9% | 0.019% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 174,995 | $5.82M | 0.1% | +1.3% | 0.061% | |
| 4/23/2025 | Western Wealth Management LLC | 126,091 | $4.19M | 0.3% | +6.3% | 0.044% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 9,628 | $320K | 0.0% | +11.6% | 0.003% | |
| 4/23/2025 | Golden State Wealth Management LLC | 111,130 | $3.69M | 0.3% | +124.7% | 0.039% | |
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