| 8/14/2025 | Jane Street Group LLC | 11,024 | $561K | 0.0% | N/A | 0.025% | |
| 8/14/2025 | Raymond James Financial Inc. | 32,878 | $1.67M | 0.0% | +7.1% | 0.076% | |
| 8/14/2025 | Operose Advisors LLC | 13,536 | $689K | 0.2% | -14.8% | 0.031% | |
| 8/14/2025 | Sei Investments Co. | 138,231 | $7.04M | 0.0% | +2.5% | 0.318% | |
| 8/14/2025 | Ally Invest Advisors Inc. | 11,397 | $580K | 0.0% | -14.7% | 0.026% | |
| 8/14/2025 | Cerity Partners LLC | 147,038 | $7.49M | 0.0% | +30.4% | 0.338% | |
| 8/13/2025 | North Berkeley Wealth Management LLC | 7,098 | $362K | 0.3% | +27.7% | 0.016% | |
| 8/13/2025 | Milestone Investment Advisors LLC | 64,048 | $3.26M | 0.9% | -6.3% | 0.147% | |
| 8/13/2025 | Baird Financial Group Inc. | 44,208 | $2.25M | 0.0% | -11.7% | 0.102% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 4,052 | $206K | 0.0% | +40.7% | 0.009% | |
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| 8/13/2025 | Johnson Financial Group Inc. | 2,826 | $144K | 0.0% | -17.7% | 0.007% | |
| 8/12/2025 | Foster Dykema Cabot & Partners LLC | 114,546 | $5.83M | 0.4% | -0.6% | 0.264% | |
| 8/12/2025 | Seeds Investor LLC | 14,541 | $741K | 0.2% | N/A | 0.033% | |
| 8/12/2025 | JPMorgan Chase & Co. | 26,971 | $1.37M | 0.0% | +13.9% | 0.062% | |
| 8/11/2025 | Johnson Financial Group LLC | 4,077 | $208K | 0.0% | N/A | 0.009% | |
| 8/11/2025 | Bell Investment Advisors Inc | 20,617 | $1.05M | 0.2% | -1.9% | 0.047% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 158,132 | $8.05M | 0.0% | -38.0% | 0.364% | |
| 8/8/2025 | Cetera Investment Advisers | 15,087 | $768K | 0.0% | -14.0% | 0.035% | |
| 8/8/2025 | Creative Planning | 45,144 | $2.30M | 0.0% | +78.9% | 0.104% | |
| 8/8/2025 | Bailard Inc. | 15,616 | $795K | 0.0% | -51.7% | 0.036% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 503,283 | $25.63M | 0.0% | +4.9% | 1.158% | |
| 8/8/2025 | JFG Wealth Management LLC | 14,234 | $725K | 0.2% | -75.6% | 0.033% | |
| 8/7/2025 | Addison Advisors LLC | 6,135 | $312K | 0.1% | -25.6% | 0.014% | |
| 8/7/2025 | PFG Advisors | 47,075 | $2.40M | 0.1% | -4.0% | 0.108% | |
| 8/7/2025 | Rathbones Group PLC | 336,612 | $17.14M | 0.1% | -19.7% | 0.774% | |
| 8/7/2025 | WESCAP Management Group Inc. | 24,803 | $1.26M | 0.3% | +22.0% | 0.057% | |
| 8/6/2025 | AGF Management Ltd. | 47,625 | $2.43M | 0.0% | +1.7% | 0.110% | |
| 8/6/2025 | Summit Investment Advisors Inc. | 15,124 | $692K | 0.6% | -1.3% | 0.035% | |
| 8/6/2025 | Modera Wealth Management LLC | 48,732 | $2.48M | 0.0% | +0.8% | 0.112% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 5,419 | $276K | 0.0% | N/A | 0.012% | |
| 8/5/2025 | Bridgewater Advisors Inc. | 19,231 | $1.00M | 0.1% | -35.8% | 0.044% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,426,657 | $72.66M | 0.0% | +0.3% | 3.282% | |
| 8/5/2025 | Bank of Montreal Can | 8,295 | $422K | 0.0% | N/A | 0.019% | |
| 8/5/2025 | Sigma Planning Corp | 8,396 | $428K | 0.0% | +18.5% | 0.019% | |
| 8/5/2025 | Gould Asset Management LLC CA | 173,579 | $8.84M | 1.7% | -2.0% | 0.399% | |
| 8/4/2025 | Spinnaker Trust | 298,944 | $15.23M | 0.9% | -0.8% | 0.688% | |
| 8/4/2025 | Hantz Financial Services Inc. | 1,084 | $55K | 0.0% | N/A | 0.002% | |
| 8/4/2025 | Human Investing LLC | 10,329 | $526K | 0.1% | +5.5% | 0.024% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 32,578 | $1.66M | 0.0% | -19.9% | 0.075% | |
| 7/31/2025 | Wealthfront Advisers LLC | 25,712 | $1.31M | 0.0% | +5.8% | 0.059% | |
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| 7/31/2025 | Sentinel Trust Co. LBA | 23,805 | $1.21M | 0.1% | +6.4% | 0.055% | |
| 7/31/2025 | AlTi Global Inc. | 23,289 | $1.19M | 0.0% | -2.8% | 0.054% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 4,386 | $224K | 0.0% | N/A | 0.010% | |
| 7/30/2025 | Members Trust Co | 3,930 | $200K | 0.0% | N/A | 0.009% | |
| 7/29/2025 | Crux Wealth Advisors | 85,108 | $4.34M | 1.8% | N/A | 0.196% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 5,331 | $272K | 0.0% | -3.8% | 0.012% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 531 | $27K | 0.0% | N/A | 0.001% | |
| 7/29/2025 | Horst & Graben Wealth Management LLC | 8,747 | $446K | 0.1% | -3.2% | 0.020% | |
| 7/28/2025 | Harbour Investments Inc. | 91,072 | $4.64M | 0.1% | +0.6% | 0.210% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 13,513 | $688K | 0.0% | +3.4% | 0.031% | |
| 7/24/2025 | Eastern Bank | 3,411 | $174K | 0.0% | N/A | 0.008% | |
| 7/23/2025 | Values Added Financial LLC | 11,537 | $588K | 0.3% | -13.8% | 0.027% | |
| 7/22/2025 | Gemmer Asset Management LLC | 407,142 | $20.74M | 1.9% | +1.7% | 0.937% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 5,465 | $278K | 0.0% | -7.8% | 0.013% | |
| 7/22/2025 | Financial Insights Inc. | 7,266 | $370K | 0.1% | N/A | 0.017% | |
| 7/22/2025 | 4Thought Financial Group Inc. | 4,942 | $252K | 0.1% | +5.3% | 0.011% | |
| 7/18/2025 | Trust Co. of Vermont | 11,371 | $579K | 0.0% | +2.3% | 0.026% | |
| 7/18/2025 | Marino Stram & Associates LLC | 42,335 | $2.16M | 0.4% | +17.3% | 0.097% | |
| 7/18/2025 | PFG Investments LLC | 25,603 | $1.30M | 0.1% | -2.3% | 0.059% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 131,654 | $6.71M | 0.7% | -2.2% | 0.303% | |
| 7/18/2025 | Truist Financial Corp | 18,625 | $949K | 0.0% | -28.5% | 0.043% | |
| 7/17/2025 | Enclave Advisors LLC | 12,705 | $647K | 0.1% | -2.3% | 0.029% | |
| 7/17/2025 | Avior Wealth Management LLC | 11,579 | $590K | 0.0% | N/A | 0.027% | |
| 7/15/2025 | Ballentine Partners LLC | 4,734 | $241K | 0.0% | -13.1% | 0.011% | |
| 7/15/2025 | Maseco LLP | 36,672 | $1.86M | 0.1% | N/A | 0.084% | |
| 7/15/2025 | Retirement Income Solutions Inc | 178,080 | $9.07M | 1.7% | -6.8% | 0.409% | |
| 7/15/2025 | Boyd Wealth Management LLC | 37,365 | $1.90M | 0.8% | +19.7% | 0.086% | |
| 7/11/2025 | Farther Finance Advisors LLC | 627 | $32K | 0.0% | +85.0% | 0.001% | |
| 7/10/2025 | Burns J W & Co. Inc. NY | 10,500 | $535K | 0.1% | +4.0% | 0.024% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 17,595 | $905K | 0.0% | -3.9% | 0.040% | |
| 7/10/2025 | Focus Financial Network Inc. | 14,343 | $730K | 0.0% | -15.0% | 0.033% | |
| 7/9/2025 | Affinity Capital Advisors LLC | 19,830 | $1.01M | 0.2% | -1.0% | 0.046% | |
| 7/8/2025 | First National Corp MA ADV | 22,986 | $1.17M | 0.2% | +3.5% | 0.053% | |
| 7/8/2025 | MRA Advisory Group | 7,227 | $368K | 0.2% | +32.6% | 0.017% | |
| 7/8/2025 | Parallel Advisors LLC | 1,200 | $61K | 0.0% | -28.2% | 0.003% | |
| 7/1/2025 | Stonehearth Capital Management LLC | 72,472 | $3.69M | 1.5% | +4.1% | 0.167% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 29,160 | $1.33M | 0.0% | -71.4% | 0.067% | |
| 6/6/2025 | eCIO Inc. | 23,296 | $1.07M | 0.4% | N/A | 0.054% | |
| 5/16/2025 | Bell Investment Advisors Inc | 21,014 | $961K | 0.2% | +5.6% | 0.048% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 29,160 | $1.33M | 0.0% | -71.4% | 0.067% | |
| 5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 6,531 | $299K | 0.0% | -59.9% | 0.015% | |
| 5/15/2025 | Flputnam Investment Management Co. | 72,819 | $3.33M | 0.1% | -5.8% | 0.167% | |
| 5/15/2025 | Royal Bank of Canada | 210,298 | $9.62M | 0.0% | -3.8% | 0.482% | |
| 5/15/2025 | Betterment LLC | 1,934,050 | $88.48M | 0.2% | +0.0% | 4.434% | |
| 5/15/2025 | Baird Financial Group Inc. | 50,056 | $2.29M | 0.0% | -1.9% | 0.115% | |
| 5/14/2025 | Comerica Bank | 6,851 | $313K | 0.0% | -3.8% | 0.016% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 13,366 | $611K | 0.1% | +22.7% | 0.031% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,879 | $132K | 0.0% | +14.8% | 0.007% | |
| 5/14/2025 | Douglass Winthrop Advisors LLC | 8,000 | $366K | 0.0% | -3.5% | 0.018% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 20,229 | $925K | 0.0% | +3.2% | 0.046% | |
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| 5/14/2025 | Partners Capital Investment Group LLP | 839,585 | $38.41M | 0.7% | +39.9% | 1.925% | |
| 5/14/2025 | Forefront Analytics LLC | 203,859 | $9.33M | 10.7% | +64.1% | 0.467% | |
| 5/13/2025 | WESCAP Management Group Inc. | 20,336 | $930K | 0.2% | -4.7% | 0.047% | |
| 5/13/2025 | HighTower Advisors LLC | 39,891 | $1.83M | 0.0% | -2.9% | 0.091% | |
| 5/12/2025 | Operose Advisors LLC | 15,880 | $727K | 0.2% | -14.4% | 0.036% | |
| 5/12/2025 | JFG Wealth Management LLC | 58,237 | $2.66M | 0.6% | -1.2% | 0.134% | |
| 5/12/2025 | Alesco Advisors LLC | 23,050 | $1.06M | 0.0% | -2.3% | 0.053% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 20,549 | $940K | 0.0% | +148.3% | 0.047% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 479,684 | $21.95M | 0.0% | -0.3% | 1.099% | |
| 5/8/2025 | TIAA Trust National Association | 6,186 | $283K | 0.0% | -6.6% | 0.014% | |
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