| 5/16/2025 | NewEdge Advisors LLC | 185,992 | $9.52M | 0.1% | -8.7% | 0.079% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 119,230 | $6.10M | 0.1% | -2.6% | 0.050% | |
| 5/15/2025 | JDM Financial Group LLC | 3,245 | $166K | 0.1% | -13.5% | 0.001% | |
| 5/15/2025 | Graney & King LLC | 1,703 | $87K | 0.1% | -31.3% | 0.001% | |
| 5/15/2025 | Oarsman Capital Inc. | 149,902 | $7.67M | 1.4% | +24.9% | 0.063% | |
| 5/13/2025 | Russell Investments Group Ltd. | 1,151 | $59K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Anfield Capital Management LLC | 11,859 | $607K | 0.2% | -86.6% | 0.005% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 45,711 | $2.34M | 0.3% | -4.9% | 0.019% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 20,296 | $1.04M | 0.0% | +14.9% | 0.009% | |
| 5/9/2025 | Tidemark LLC | 19,629 | $1.01M | 0.4% | +9.8% | 0.008% | |
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| 5/9/2025 | Cary Street Partners Financial LLC | 207,199 | $10.60M | 0.3% | +4.9% | 0.088% | |
| 5/8/2025 | Sun Life Financial Inc. | 490,800 | $25.12M | 1.6% | N/A | 0.207% | |
| 5/8/2025 | Commerce Bank | 50,688 | $2.59M | 0.0% | -3.4% | 0.021% | |
| 5/8/2025 | Wealthquest Corp | 73,734 | $3.77M | 0.2% | -20.8% | 0.031% | |
| 5/8/2025 | Alliance Wealth Management Group | 34,956 | $1.79M | 0.5% | -1.8% | 0.015% | |
| 5/8/2025 | Goodman Financial Corp | 57,594 | $2.95M | 0.6% | +1.7% | 0.024% | |
| 5/8/2025 | Towercrest Capital Management | 42,871 | $2.19M | 0.4% | -1.8% | 0.018% | |
| 5/8/2025 | North Star Asset Management Inc. | 316,583 | $16.20M | 0.7% | -10.9% | 0.134% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 22,454 | $1.15M | 0.4% | +5.0% | 0.009% | |
| 5/8/2025 | Arkadios Wealth Advisors | 16,750 | $857K | 0.0% | +52.5% | 0.007% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 2,013 | $103K | 0.1% | N/A | 0.001% | |
| 5/7/2025 | Sterling Investment Advisors Ltd. | 39,004 | $2.00M | 0.5% | +20.0% | 0.016% | |
| 5/7/2025 | Motco | 15,389 | $788K | 0.1% | N/A | 0.007% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 5,218 | $267K | 0.1% | -34.0% | 0.002% | |
| 5/6/2025 | Richardson Financial Services Inc. | 19,838 | $1.02M | 0.8% | +9.6% | 0.008% | |
| 5/6/2025 | Madison Asset Management LLC | 48,524 | $2.48M | 0.0% | +0.6% | 0.021% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 67,916 | $3.48M | 0.1% | N/A | 0.029% | |
| 5/5/2025 | Jackson Creek Investment Advisors LLC | 15,531 | $795K | 0.3% | +1.8% | 0.007% | |
| 5/2/2025 | Graypoint LLC | 13,367 | $684K | 0.0% | +1.7% | 0.006% | |
| 5/2/2025 | BIP Wealth LLC | 20,502 | $1.05M | 0.1% | -11.4% | 0.009% | |
| 5/2/2025 | First Command Advisory Services Inc. | 954,186 | $48.84M | 0.5% | +17.6% | 0.403% | |
| 5/1/2025 | LRI Investments LLC | 509 | $26K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Exchange Capital Management Inc. | 205,914 | $10.54M | 1.7% | +9.3% | 0.087% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 263,872 | $13.51M | 2.9% | N/A | 0.112% | |
| 4/29/2025 | Bank of New York Mellon Corp | 16,980 | $869K | 0.0% | +113.6% | 0.007% | |
| 4/28/2025 | Private Trust Co. NA | 20,476 | $1.05M | 0.1% | -10.7% | 0.009% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 500 | $26K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 93,300 | $4.78M | 0.0% | +64.0% | 0.039% | |
| 4/24/2025 | Golden State Wealth Management LLC | 68,684 | $3.52M | 0.5% | +32.0% | 0.029% | |
| 4/23/2025 | Western Wealth Management LLC | 191,098 | $9.78M | 0.6% | -16.9% | 0.081% | |
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| 4/23/2025 | Creative Financial Designs Inc. ADV | 12,396 | $634K | 0.1% | +23.4% | 0.005% | |
| 4/23/2025 | SOL Capital Management CO | 64,255 | $3.29M | 0.4% | +11.6% | 0.027% | |
| 4/23/2025 | Golden State Wealth Management LLC | 137,309 | $7.03M | 0.5% | +164.0% | 0.058% | |
| 4/23/2025 | Bessemer Group Inc. | 8,864 | $454K | 0.0% | -23.7% | 0.004% | |
| 4/23/2025 | S.A. Mason LLC | 33,985 | $1.74M | 0.9% | +1.6% | 0.014% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 9,017 | $461K | 0.2% | +3.8% | 0.004% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 158,072 | $8.09M | 0.0% | +0.4% | 0.067% | |
| 4/22/2025 | Altrius Capital Management Inc | 4,110 | $210K | 0.1% | -11.7% | 0.002% | |
| 4/22/2025 | Crews Bank & Trust | 380,046 | $19.45M | 3.3% | +0.7% | 0.161% | |
| 4/21/2025 | Citizens & Northern Corp | 291,195 | $14.90M | 4.2% | +3.8% | 0.123% | |
| 4/21/2025 | Lumbard & Kellner LLC | 177,385 | $9.08M | 4.0% | +72.8% | 0.075% | |
| 4/21/2025 | PSI Advisors LLC | 191,919 | $9.82M | 3.2% | +3.7% | 0.081% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 7,278 | $372K | 0.0% | -5.9% | 0.003% | |
| 4/17/2025 | Vicus Capital | 14,636 | $749K | 0.1% | +2.6% | 0.006% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 17,164 | $878K | 0.0% | -7.1% | 0.007% | |
| 4/16/2025 | IAG Wealth Partners LLC | 196,673 | $10.07M | 1.6% | +7.5% | 0.083% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 12,235 | $626K | 0.1% | -15.6% | 0.005% | |
| 4/15/2025 | Zhang Financial LLC | 142,578 | $7.30M | 0.4% | +23.4% | 0.060% | |
| 4/15/2025 | Ellenbecker Investment Group | 238,402 | $12.20M | 2.2% | +82.9% | 0.101% | |
| 4/15/2025 | Curbstone Financial Management Corp | 20,000 | $1.02M | 0.2% | +1.8% | 0.008% | |
| 4/15/2025 | Collier Financial | 2,215 | $113K | 0.1% | +1,202.9% | 0.001% | |
| 4/15/2025 | Prairie Sky Financial Group LLC | 24,967 | $1.28M | 0.8% | -4.9% | 0.011% | |
| 4/14/2025 | Farther Finance Advisors LLC | 420,487 | $21.64M | 0.6% | +34.5% | 0.178% | |
| 4/14/2025 | Tilia Fiduciary Partners Inc. | 24,889 | $1.27M | 0.8% | +8.7% | 0.011% | |
| 4/11/2025 | Hudson Valley Investment Advisors Inc. ADV | 16,297 | $834K | 0.1% | +14.8% | 0.007% | |
| 4/11/2025 | Butensky & Cohen Financial Security Inc. | 18,186 | $931K | 0.3% | +1.6% | 0.008% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 353,678 | $18.10M | 0.8% | +7.9% | 0.150% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 7,920 | $405K | 0.0% | +5.1% | 0.003% | |
| 4/9/2025 | NBC Securities Inc. | 3,278 | $167K | 0.0% | +109,166.7% | 0.001% | |
| 4/8/2025 | Allied Investment Advisors LLC | 5,714 | $292K | 0.1% | N/A | 0.002% | |
| 4/8/2025 | Fifth Third Wealth Advisors LLC | 12,480 | $639K | 0.0% | +68.1% | 0.005% | |
| 4/8/2025 | Global Financial Private Client LLC | 10,765 | $551K | 0.2% | +2.3% | 0.005% | |
| 4/8/2025 | Parallel Advisors LLC | 4,159 | $213K | 0.0% | N/A | 0.002% | |
| 4/7/2025 | AdvisorNet Financial Inc | 43,350 | $2.22M | 0.2% | +1.7% | 0.018% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 998 | $55K | 0.0% | N/A | 0.000% | |
| 2/24/2025 | Ameriflex Group Inc. | 601 | $34K | 0.0% | N/A | 0.000% | |
| 2/19/2025 | North Star Asset Management Inc. | 355,123 | $19.42M | 0.9% | -2.8% | 0.182% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 8,687 | $525K | 0.3% | N/A | 0.004% | |
| 2/18/2025 | Pinkerton Retirement Specialists LLC | 186,897 | $10.22M | 1.5% | -11.9% | 0.096% | |
| 2/17/2025 | BOKF NA | 118,388 | $6.43M | 0.1% | N/A | 0.061% | |
| 2/17/2025 | Captrust Financial Advisors | 58,263 | $3.19M | 0.0% | +34.0% | 0.030% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 197,583 | $10.81M | 0.3% | N/A | 0.101% | |
| 2/17/2025 | Baird Financial Group Inc. | 7,355 | $402K | 0.0% | +55.5% | 0.004% | |
| 2/17/2025 | BIP Wealth LLC | 23,131 | $1.27M | 0.1% | -2.9% | 0.012% | |
| 2/17/2025 | Ameriprise Financial Inc. | 440,672 | $24.10M | 0.0% | +6.9% | 0.226% | |
| 2/14/2025 | Headland Capital LLC | 98,992 | $5.41M | 1.9% | N/A | 0.051% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 122,432 | $6.70M | 0.1% | +10.3% | 0.063% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 932 | $51K | 0.0% | +1,231.4% | 0.000% | |
| 2/14/2025 | IHT Wealth Management LLC | 124,439 | $6.81M | 0.2% | +4.2% | 0.064% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 61,209 | $3.35M | 0.0% | +80.3% | 0.031% | |
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| 2/13/2025 | M Holdings Securities Inc. | 145,249 | $7.94M | 1.2% | -4.9% | 0.075% | |
| 2/13/2025 | Bessemer Group Inc. | 11,614 | $635K | 0.0% | -30.3% | 0.006% | |
| 2/13/2025 | Oarsman Capital Inc. | 120,032 | $6.57M | 1.1% | +10.0% | 0.062% | |
| 2/12/2025 | Alliance Wealth Management Group | 35,614 | $1.95M | 0.5% | -3.8% | 0.018% | |
| 2/12/2025 | JPMorgan Chase & Co. | 140,551 | $7.69M | 0.0% | +6.3% | 0.072% | |
| 2/12/2025 | Graney & King LLC | 2,480 | $136K | 0.1% | N/A | 0.001% | |
| 2/11/2025 | Lynx Investment Advisory | 65,785 | $3.60M | 2.5% | +2.2% | 0.034% | |
| 2/11/2025 | Towercrest Capital Management | 43,673 | $2.39M | 0.4% | -3.2% | 0.022% | |
| 2/11/2025 | M Holdings Securities Inc. | 7,944 | $434K | 0.3% | -94.8% | 0.004% | |
| 2/11/2025 | Millstone Evans Group LLC | 900 | $49K | 0.0% | N/A | 0.000% | |
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