| 7/15/2025 | Mather Group LLC. | 6,108 | $445K | 0.0% | -3.7% | 0.006% | |
| 7/15/2025 | Sheets Smith Wealth Management | 29,627 | $2.16M | 0.3% | -9.6% | 0.028% | |
| 7/15/2025 | Optima Capital LLC | 27,692 | $2.02M | 1.1% | -42.4% | 0.026% | |
| 7/14/2025 | Golden State Equity Partners | 8,950 | $652K | 0.1% | +7.2% | 0.009% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,252 | $91K | 0.0% | -44.9% | 0.001% | |
| 7/14/2025 | Ridgewood Investments LLC | 28,237 | $2.06M | 0.9% | -1.2% | 0.027% | |
| 7/14/2025 | Clear Harbor Asset Management LLC | 30,956 | $2.25M | 0.2% | +5.8% | 0.029% | |
| 7/14/2025 | Painted Porch Advisors LLC | 305,312 | $22.23M | 9.1% | +1.2% | 0.290% | |
| 7/14/2025 | Park Avenue Securities LLC | 10,187 | $742K | 0.0% | -9.8% | 0.010% | |
| 7/14/2025 | Sowell Financial Services LLC | 143,357 | $10.44M | 0.4% | -26.4% | 0.136% | |
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| 7/14/2025 | Physician Wealth Advisors Inc. | 2,000 | $146K | 0.0% | N/A | 0.002% | |
| 7/11/2025 | Arrow Investment Advisors LLC | 51,863 | $3.78M | 3.2% | N/A | 0.049% | |
| 7/11/2025 | Trinity Wealth Management LLC | 32,009 | $2.33M | 0.9% | +22.1% | 0.030% | |
| 7/11/2025 | Meriwether Wealth & Planning LLC | 54,598 | $3.98M | 2.5% | N/A | 0.052% | |
| 7/11/2025 | First PREMIER Bank | 96,009 | $6.99M | 1.7% | +4.9% | 0.091% | |
| 7/11/2025 | Farther Finance Advisors LLC | 67,006 | $4.88M | 0.1% | +2.0% | 0.064% | |
| 7/11/2025 | Great Waters Wealth Management | 22,135 | $1.61M | 0.2% | -1.2% | 0.021% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 10,348 | $754K | 0.1% | -18.4% | 0.010% | |
| 7/11/2025 | CX Institutional | 2,660 | $194K | 0.0% | -8.3% | 0.003% | |
| 7/11/2025 | UMB Bank n.a. | 59,814 | $4.36M | 0.1% | -11.1% | 0.057% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 193,822,792 | $14.11B | 1.9% | +723,173.3% | 184.015% | |
| 7/10/2025 | Marshall Financial Group LLC | 3,144 | $229K | 0.0% | -18.6% | 0.003% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 417,852 | $30.58M | 0.1% | -23.3% | 0.397% | |
| 7/10/2025 | Atticus Wealth Management LLC | 126,623 | $9.22M | 2.5% | +20.9% | 0.120% | |
| 7/10/2025 | High Net Worth Advisory Group LLC | 39,370 | $2.87M | 0.8% | +10.6% | 0.037% | |
| 7/10/2025 | Focus Financial Network Inc. | 57,124 | $4.16M | 0.2% | +6.5% | 0.054% | |
| 7/9/2025 | Lake Hills Wealth Management LLC | 89,756 | $6.54M | 3.7% | N/A | 0.085% | |
| 7/9/2025 | Graves Light Lenhart Wealth Inc. | 6,992 | $509K | 0.1% | -7.7% | 0.007% | |
| 7/9/2025 | Seneca House Advisors | 5,138 | $374K | 0.2% | -6.6% | 0.005% | |
| 7/9/2025 | Westbourne Investments Inc. | 10,836 | $789K | 0.4% | +2.1% | 0.010% | |
| 7/9/2025 | Bay Rivers Group | 4,894 | $356K | 0.2% | N/A | 0.005% | |
| 7/9/2025 | Sard Wealth Management Group LLC | 41,707 | $3.04M | 1.9% | +0.9% | 0.040% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 15,428 | $1.12M | 0.0% | +5.4% | 0.015% | |
| 7/8/2025 | Gradient Investments LLC | 3,048 | $222K | 0.0% | +7.8% | 0.003% | |
| 7/8/2025 | Parallel Advisors LLC | 30,117 | $2.19M | 0.0% | -1.4% | 0.029% | |
| 7/7/2025 | Trust Co. of Oklahoma | 5,517 | $402K | 0.1% | -33.9% | 0.005% | |
| 7/7/2025 | Investors Research Corp | 29,152 | $2.12M | 0.4% | -4.6% | 0.028% | |
| 7/7/2025 | Park Edge Advisors LLC | 61,575 | $4.48M | 1.1% | +50.3% | 0.058% | |
| 7/7/2025 | Dominguez Wealth Management Solutions Inc. | 135,833 | $9.89M | 6.9% | +6.1% | 0.129% | |
| 7/7/2025 | TruWealth Advisors LLC | 42,583 | $3.10M | 0.2% | +6.3% | 0.040% | |
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| 7/3/2025 | Whitcomb & Hess Inc. | 3,026 | $220K | 0.1% | -6.6% | 0.003% | |
| 7/3/2025 | City Center Advisors LLC | 15,747 | $1.15M | 1.2% | +12.5% | 0.015% | |
| 6/16/2025 | Peterson Wealth Management | 3,875 | $290K | 0.2% | N/A | 0.004% | |
| 6/13/2025 | Optima Capital LLC | 48,082 | $3.59M | 2.3% | N/A | 0.044% | |
| 6/2/2025 | Modern Wealth Management LLC | 2,735 | $204K | 0.0% | N/A | 0.002% | |
| 5/28/2025 | Wealth Management Associates Inc. | 5,465 | $408K | 0.2% | -2.8% | 0.005% | |
| 5/27/2025 | SWS Partners | 2,685 | $201K | 0.1% | N/A | 0.002% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 96,190 | $7.19M | 0.2% | +8.3% | 0.087% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 10,591 | $791K | 0.2% | N/A | 0.010% | |
| 5/20/2025 | Belpointe Asset Management LLC | 18,579 | $1.39M | 0.1% | N/A | 0.017% | |
| 5/20/2025 | Focus Partners Wealth | 67,447 | $5.04M | 0.0% | +133.0% | 0.061% | |
| 5/20/2025 | Integrity Alliance LLC. | 14,749 | $1.10M | 0.0% | +394.6% | 0.013% | |
| 5/19/2025 | SageView Advisory Group LLC | 19,349 | $1.45M | 0.1% | +0.9% | 0.018% | |
| 5/19/2025 | Advisory Alpha LLC | 26,499 | $1.98M | 0.1% | +6.0% | 0.024% | |
| 5/16/2025 | McIlrath & Eck LLC | 670 | $50K | 0.0% | -24.1% | 0.001% | |
| 5/16/2025 | Ascent Group LLC | 5,133 | $384K | 0.0% | N/A | 0.005% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 9,236 | $690K | 0.1% | +306.3% | 0.008% | |
| 5/16/2025 | Bell Investment Advisors Inc | 151,587 | $11.33M | 2.1% | -0.4% | 0.137% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 13,470 | $1.01M | 0.0% | +30.8% | 0.012% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 19,341 | $1.45M | 0.1% | -3.3% | 0.018% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 242,001 | $18.08M | 0.0% | +1,545.3% | 0.230% | |
| 5/16/2025 | Jones Financial Companies Lllp | 153,826 | $11.49M | 0.0% | +51.7% | 0.139% | |
| 5/16/2025 | Redwood Financial Network Corp | 7,626 | $570K | 0.4% | -2.0% | 0.007% | |
| 5/16/2025 | Richwood Investment Advisors LLC | 2,694 | $201K | 0.2% | N/A | 0.002% | |
| 5/16/2025 | Pacific Center for Financial Services | 57,406 | $4.29M | 1.1% | -14.3% | 0.052% | |
| 5/16/2025 | NewEdge Advisors LLC | 215,689 | $16.12M | 0.1% | -1.0% | 0.196% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 107,270 | $8.02M | 0.1% | +335.0% | 0.097% | |
| 5/16/2025 | Curi RMB Capital LLC | 69,235 | $5.17M | 0.1% | -10.6% | 0.063% | |
| 5/16/2025 | AQR Capital Management LLC | 13,736 | $1.03M | 0.0% | +151.9% | 0.012% | |
| 5/16/2025 | Amundi | 47,400 | $3.51M | 0.0% | N/A | 0.043% | |
| 5/16/2025 | Adage Capital Partners GP L.L.C. | 140,000 | $10.46M | 0.0% | N/A | 0.127% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 23,739 | $1.77M | 0.8% | -16.0% | 0.022% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 20,392 | $1.52M | 0.0% | +299.3% | 0.018% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 2,724 | $204K | 0.0% | N/A | 0.002% | |
| 5/15/2025 | Royal Bank of Canada | 1,411,700 | $105.48M | 0.0% | +7.8% | 1.280% | |
| 5/15/2025 | Graham Capital Management L.P. | 70,000 | $5.23M | 0.1% | N/A | 0.063% | |
| 5/15/2025 | MAI Capital Management | 133,671 | $9.99M | 0.1% | +2.3% | 0.121% | |
| 5/15/2025 | Baird Financial Group Inc. | 64,624 | $4.83M | 0.0% | -11.5% | 0.059% | |
| 5/15/2025 | WPG Advisers LLC | 899 | $67K | 0.1% | N/A | 0.001% | |
| 5/15/2025 | Monterey Private Wealth Inc. | 17,263 | $1.29M | 0.4% | -2.1% | 0.016% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 53,598 | $4.01M | 0.4% | -4.1% | 0.049% | |
| 5/14/2025 | Ieq Capital LLC | 4,367 | $326K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | CreativeOne Wealth LLC | 27,404 | $2.05M | 0.1% | +7.9% | 0.025% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 37,438 | $2.80M | 0.2% | -5.2% | 0.034% | |
| 5/14/2025 | Comerica Bank | 21,601 | $1.61M | 0.0% | -9.9% | 0.020% | |
| 5/14/2025 | Synovus Financial Corp | 11,188 | $836K | 0.0% | -16.6% | 0.010% | |
| 5/14/2025 | Napa Wealth Management | 28,603 | $2.14M | 1.2% | N/A | 0.026% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 3,156 | $233K | 0.0% | +8.8% | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 325,648 | $24.33M | 0.0% | +98.3% | 0.295% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 3,665 | $274K | 0.3% | -30.4% | 0.003% | |
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| 5/14/2025 | Kestra Advisory Services LLC | 434,091 | $32.44M | 0.2% | -36.0% | 0.394% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,592,513 | $118.99M | 0.0% | +42.7% | 1.444% | |
| 5/14/2025 | Alaska Permanent Fund Corp | 2,664,644 | $194.07M | 2.7% | -41.6% | 2.416% | |
| 5/14/2025 | CW Advisors LLC | 4,405 | $328K | 0.0% | +39.2% | 0.004% | |
| 5/14/2025 | Summit Financial LLC | 8,105 | $606K | 0.0% | +43.3% | 0.007% | |
| 5/14/2025 | Joseph P. Lucia & Associates LLC | 7,656 | $572K | 0.3% | -3.2% | 0.007% | |
| 5/14/2025 | Banco BTG Pactual S.A. | 169,463 | $12.66M | 3.1% | +16.4% | 0.154% | |
| 5/14/2025 | Tradition Wealth Management LLC | 36,891 | $2.76M | 0.2% | -0.7% | 0.033% | |
| 5/14/2025 | Heritage Financial Services LLC | 2,684 | $201K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Venture Visionary Partners LLC | 7,118 | $532K | 0.0% | -54.3% | 0.006% | |
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