| 6/10/2025 | Birchbrook Inc. | 900 | $155K | 0.1% | -10.0% | 0.000% | |
| 6/5/2025 | Osterweis Capital Management Inc. | 841 | $145K | 0.0% | -30.7% | 0.000% | |
| 6/4/2025 | First Hawaiian Bank | 89,376 | $15.40M | 0.8% | +0.9% | 0.015% | |
| 5/27/2025 | Jacobi Capital Management LLC | 9,483 | $1.63M | 0.1% | +25.3% | 0.002% | |
| 5/27/2025 | Advisors Capital Management LLC | 4,350 | $749K | 0.0% | -5.7% | 0.001% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 12,288 | $2.12M | 0.1% | -1.1% | 0.002% | |
| 5/20/2025 | Belpointe Asset Management LLC | 1,762 | $304K | 0.0% | +11.2% | 0.000% | |
| 5/20/2025 | Focus Partners Wealth | 862,526 | $148.58M | 0.4% | +16.2% | 0.147% | |
| 5/19/2025 | SageView Advisory Group LLC | 572,845 | $98.68M | 4.2% | +2.6% | 0.097% | |
| 5/19/2025 | SCS Capital Management LLC | 6,043 | $1.04M | 0.0% | N/A | 0.001% | |
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| 5/16/2025 | Semmax Financial Advisors Inc. | 10,869 | $1.93M | 0.5% | -2.8% | 0.002% | |
| 5/16/2025 | Ascent Group LLC | 4,242 | $731K | 0.0% | -13.7% | 0.001% | |
| 5/16/2025 | United Services Automobile Association | 195,936 | $33.82M | 1.0% | +31.3% | 0.033% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 27,494 | $4.74M | 0.3% | +8.0% | 0.005% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 29,386 | $5.06M | 0.1% | -1.8% | 0.005% | |
| 5/16/2025 | Everstar Asset Management LLC | 2,762 | $476K | 0.1% | N/A | 0.000% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 755,422 | $130.13M | 0.0% | -0.5% | 0.128% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,103,367 | $190.07M | 0.2% | +886.9% | 0.188% | |
| 5/16/2025 | Ruggaard & Associates LLC | 1,789 | $308K | 0.1% | +9.0% | 0.000% | |
| 5/16/2025 | Plancorp LLC | 39,745 | $6.85M | 0.3% | -2.1% | 0.007% | |
| 5/16/2025 | Nepc LLC | 441,206 | $76.00M | 2.1% | -6.6% | 0.075% | |
| 5/16/2025 | NewEdge Advisors LLC | 82,276 | $14.17M | 0.1% | +4.9% | 0.014% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,438 | $937K | 0.0% | +49.4% | 0.001% | |
| 5/16/2025 | Greenline Partners LLC | 2,166 | $373K | 0.1% | N/A | 0.000% | |
| 5/16/2025 | Clifford Group LLC | 50,009 | $8.62M | 8.0% | +7.0% | 0.008% | |
| 5/16/2025 | Copperleaf Capital LLC | 1,792 | $309K | 0.2% | N/A | 0.000% | |
| 5/16/2025 | Alliancebernstein L.P. | 255,597 | $44.03M | 0.0% | -1.1% | 0.043% | |
| 5/16/2025 | AQR Capital Management LLC | 7,065 | $1.22M | 0.0% | +45.8% | 0.001% | |
| 5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 18,460 | $3.18M | 0.5% | -0.8% | 0.003% | |
| 5/15/2025 | EP Wealth Advisors LLC | 50,811 | $8.75M | 0.1% | -0.8% | 0.009% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 2,667 | $460K | 0.0% | +43.4% | 0.000% | |
| 5/15/2025 | Flputnam Investment Management Co. | 9,735 | $1.68M | 0.0% | -32.8% | 0.002% | |
| 5/15/2025 | Royal Bank of Canada | 2,081,104 | $358.49M | 0.1% | +152.6% | 0.354% | |
| 5/15/2025 | Betterment LLC | 11,265 | $1.94M | 0.0% | +11.1% | 0.002% | |
| 5/15/2025 | MAI Capital Management | 45,322 | $7.81M | 0.1% | -2.2% | 0.008% | |
| 5/15/2025 | Baird Financial Group Inc. | 31,450 | $5.42M | 0.0% | -6.1% | 0.005% | |
| 5/15/2025 | Vident Advisory LLC | 33,588 | $5.79M | 0.1% | -57.6% | 0.006% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 94,747 | $16.32M | 0.0% | +3.2% | 0.016% | |
| 5/15/2025 | Palo Alto Wealth Advisors LLC | 1,754 | $325K | 0.1% | -4.8% | 0.000% | |
| 5/15/2025 | TD Capital Management LLC | 43,047 | $7.42M | 0.8% | -2.3% | 0.007% | |
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| 5/15/2025 | Trexquant Investment LP | 1,533 | $264K | 0.0% | +29.6% | 0.000% | |
| 5/15/2025 | Hanover Advisors Inc. | 2,125 | $366K | 0.2% | -5.4% | 0.000% | |
| 5/15/2025 | BNP Paribas Financial Markets | 289,792 | $49.92M | 0.0% | -5.6% | 0.049% | |
| 5/15/2025 | Earnest Partners LLC | 89,136 | $15.36M | 0.1% | -20.2% | 0.015% | |
| 5/14/2025 | Ieq Capital LLC | 2,436 | $420K | 0.0% | +119.7% | 0.000% | |
| 5/14/2025 | CreativeOne Wealth LLC | 2,290 | $394K | 0.0% | -4.2% | 0.000% | |
| 5/14/2025 | Warwick Investment Management Inc. | 27,925 | $4.81M | 1.0% | +1.8% | 0.005% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 1,515 | $261K | 0.0% | -6.8% | 0.000% | |
| 5/14/2025 | Redwood Investment Management LLC | 2,629 | $453K | 0.0% | -3.9% | 0.000% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 10,198 | $1.76M | 0.0% | -44.9% | 0.002% | |
| 5/14/2025 | Comerica Bank | 42,722 | $7.36M | 0.0% | +5.5% | 0.007% | |
| 5/14/2025 | Synovus Financial Corp | 6,816 | $1.17M | 0.0% | +0.8% | 0.001% | |
| 5/14/2025 | Penn Capital Management Company LLC | 25,678 | $4.47M | 0.4% | N/A | 0.004% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 414,427 | $71.39M | 0.1% | +36.1% | 0.070% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 1,202 | $207K | 0.0% | N/A | 0.000% | |
| 5/14/2025 | Kestra Advisory Services LLC | 70,143 | $12.08M | 0.1% | -5.0% | 0.012% | |
| 5/14/2025 | Strategic Financial Planning Inc. | 21,088 | $3.63M | 2.5% | -0.7% | 0.004% | |
| 5/14/2025 | RPG Investment Advisory LLC | 6,834 | $1.18M | 0.1% | +110.6% | 0.001% | |
| 5/14/2025 | Broadview Financial Management LLC | 1,187 | $204K | 0.2% | -7.4% | 0.000% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 2,782 | $479K | 0.0% | -2.0% | 0.000% | |
| 5/14/2025 | Compound Planning Inc. | 1,895 | $326K | 0.0% | +9.3% | 0.000% | |
| 5/14/2025 | Ameriprise Financial Inc. | 341,008 | $58.84M | 0.0% | +4.8% | 0.058% | |
| 5/14/2025 | Lionsbridge Wealth Management LLC | 4,597 | $792K | 0.7% | -13.4% | 0.001% | |
| 5/14/2025 | CW Advisors LLC | 9,250 | $1.60M | 0.0% | +28.9% | 0.002% | |
| 5/14/2025 | Summit Financial LLC | 15,653 | $2.70M | 0.1% | +0.4% | 0.003% | |
| 5/14/2025 | Accredited Wealth Management LLC | 22,070 | $3.80M | 3.2% | +3.8% | 0.004% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 1,703 | $293K | 0.0% | -67.7% | 0.000% | |
| 5/14/2025 | Osterweis Capital Management Inc. | 841 | $145K | 0.0% | -30.7% | 0.000% | |
| 5/14/2025 | TFB Advisors LLC | 12,263 | $2.11M | 0.6% | +2.1% | 0.002% | |
| 5/14/2025 | Capital Analysts LLC | 1,880 | $324K | 0.0% | +1,441.0% | 0.000% | |
| 5/14/2025 | Heritage Financial Services LLC | 1,285 | $221K | 0.0% | +20.3% | 0.000% | |
| 5/14/2025 | CWS Financial Advisors LLC | 20,141 | $3.47M | 1.1% | -6.6% | 0.003% | |
| 5/14/2025 | GSG Advisors LLC | 7,292 | $1.21M | 0.4% | +5.6% | 0.001% | |
| 5/14/2025 | Petix & Botte Co | 3,794 | $654K | 0.2% | -10.2% | 0.001% | |
| 5/13/2025 | Brooklyn Investment Group | 1,241 | $214K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 1,258 | $217K | 0.0% | -26.8% | 0.000% | |
| 5/13/2025 | Freestone Capital Holdings LLC | 1,404 | $242K | 0.0% | -7.2% | 0.000% | |
| 5/13/2025 | Compass Financial Group INC SD | 39,720 | $6.84M | 1.3% | -1.2% | 0.007% | |
| 5/13/2025 | 17 Capital Partners LLC | 1,823 | $314K | 0.2% | +11.4% | 0.000% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 51,216 | $8.82M | 0.1% | -0.9% | 0.009% | |
| 5/13/2025 | Raymond James Financial Inc. | 734,201 | $126.47M | 0.0% | +5.0% | 0.125% | |
| 5/13/2025 | Eaton Financial Holdings Company LLC | 2,599 | $448K | 0.2% | -3.4% | 0.000% | |
| 5/13/2025 | Cresset Asset Management LLC | 4,475 | $771K | 0.0% | +11.1% | 0.001% | |
| 5/13/2025 | Boston Family Office LLC | 62,223 | $10.72M | 0.8% | +7.3% | 0.011% | |
| 5/13/2025 | Thompson Davis & CO. Inc. | 1,362 | $235K | 0.2% | +8.9% | 0.000% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 6,906 | $1.19M | 0.1% | -13.4% | 0.001% | |
| 5/13/2025 | Howard Wealth Management LLC | 6,841 | $1.18M | 0.7% | -8.3% | 0.001% | |
| 5/13/2025 | Compass Advisory Group LLC | 26,281 | $4.53M | 1.6% | +4.9% | 0.004% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 15,605 | $2.69M | 0.0% | +5.4% | 0.003% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 4,739 | $816K | 0.0% | N/A | 0.001% | |
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| 5/13/2025 | Centerpoint Advisors LLC | 6,035 | $1.04M | 0.4% | -1.0% | 0.001% | |
| 5/13/2025 | Russell Investments Group Ltd. | 963 | $166K | 0.0% | +52.1% | 0.000% | |
| 5/13/2025 | Rathbones Group PLC | 2,300 | $396K | 0.0% | -3.0% | 0.000% | |
| 5/13/2025 | HighTower Advisors LLC | 60,614 | $10.44M | 0.0% | -2.6% | 0.010% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 16,338 | $2.81M | 0.0% | -24.2% | 0.003% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,666 | $289K | 0.0% | -10.1% | 0.000% | |
| 5/12/2025 | Meridian Wealth Management LLC | 5,122 | $882K | 0.0% | +8.0% | 0.001% | |
| 5/12/2025 | Linscomb Wealth Inc. | 68,264 | $11.76M | 0.6% | -1.4% | 0.012% | |
| 5/12/2025 | SouthState Corp | 4,817 | $830K | 0.0% | -3.5% | 0.001% | |
| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 231,707 | $39.91M | 2.2% | +1.0% | 0.039% | |
