| 8/7/2025 | CENTRAL TRUST Co | 306,581 | $10.48M | 0.2% | +1.3% | 0.902% | |
| 8/7/2025 | WESCAP Management Group Inc. | 7,947 | $272K | 0.1% | N/A | 0.023% | |
| 8/6/2025 | Prospera Financial Services Inc | 80,028 | $2.74M | 0.1% | +3.0% | 0.235% | |
| 8/6/2025 | Penserra Capital Management LLC | 1,319,497 | $45.10M | 0.6% | +52.3% | 3.881% | |
| 8/6/2025 | O Dell Group LLC | 243,700 | $8.33M | 2.1% | -1.1% | 0.717% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 20,294 | $694K | 0.1% | +22.5% | 0.060% | |
| 8/5/2025 | Snider Financial Group | 15,564 | $532K | 0.2% | +8.9% | 0.046% | |
| 8/5/2025 | Telos Capital Management Inc. | 21,058 | $720K | 0.1% | -6.5% | 0.062% | |
| 8/5/2025 | Sigma Planning Corp | 30,484 | $1.04M | 0.0% | +28.8% | 0.090% | |
| 8/5/2025 | Mission Wealth Management LP | 7,431 | $254K | 0.0% | -4.1% | 0.022% | |
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| 8/5/2025 | Sebold Capital Management Inc. | 99,601 | $3.40M | 2.1% | -4.3% | 0.293% | |
| 8/4/2025 | Amplius Wealth Advisors LLC | 13,467 | $460K | 0.0% | -41.9% | 0.040% | |
| 8/4/2025 | Savvy Advisors Inc. | 236,697 | $8.09M | 0.5% | -2.0% | 0.696% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 14,091 | $482K | 0.0% | -2.6% | 0.041% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 95,127 | $3.25M | 0.0% | +172.9% | 0.280% | |
| 7/31/2025 | Leavell Investment Management Inc. | 168,346 | $5.75M | 0.3% | +48.0% | 0.495% | |
| 7/31/2025 | Mason & Associates Inc | 90,514 | $3.09M | 0.7% | +2.9% | 0.266% | |
| 7/31/2025 | SoundView Advisors Inc. | 47,542 | $1.62M | 0.6% | +0.9% | 0.140% | |
| 7/30/2025 | Bleakley Financial Group LLC | 162,735 | $5.56M | 0.1% | +7.9% | 0.479% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 79,226 | $2.71M | 0.1% | -2.6% | 0.233% | |
| 7/30/2025 | D.A. Davidson & CO. | 132,466 | $4.53M | 0.0% | -13.2% | 0.390% | |
| 7/29/2025 | Smithbridge Asset Management Inc. DE | 6,845 | $234K | 0.0% | -5.4% | 0.020% | |
| 7/28/2025 | Cypress Wealth Services LLC | 33,109 | $1.13M | 0.2% | -81.2% | 0.097% | |
| 7/28/2025 | RFG Advisory LLC | 15,685 | $536K | 0.0% | N/A | 0.046% | |
| 7/25/2025 | Northwest Capital Management Inc | 51,145 | $1.75M | 0.9% | -46.3% | 0.150% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 116,885 | $4.00M | 1.1% | +586.9% | 0.344% | |
| 7/25/2025 | ONE Advisory Partners LLC | 10,842 | $378K | 0.1% | -92.4% | 0.032% | |
| 7/25/2025 | CWM LLC | 54,532 | $1.86M | 0.0% | -42.8% | 0.160% | |
| 7/24/2025 | Eastern Bank | 53,748 | $1.84M | 0.0% | -12.0% | 0.158% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 233,358 | $7.98M | 0.4% | +112.6% | 0.686% | |
| 7/24/2025 | MA Private Wealth | 575,267 | $19.66M | 3.5% | -18.5% | 1.692% | |
| 7/23/2025 | Financial Life Advisors | 127,507 | $4.36M | 1.5% | +2.8% | 0.375% | |
| 7/23/2025 | Nelson Capital Management LLC | 145,076 | $4.96M | 0.7% | N/A | 0.427% | |
| 7/23/2025 | Watershed Private Wealth LLC | 80,351 | $2.75M | 1.0% | -48.9% | 0.236% | |
| 7/22/2025 | Belpointe Asset Management LLC | 45,048 | $1.54M | 0.1% | N/A | 0.132% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 191,962 | $6.56M | 0.1% | +2.9% | 0.565% | |
| 7/21/2025 | Fortis Capital Advisors LLC | 45,048 | $1.54M | 0.3% | N/A | 0.132% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,320 | $45K | 0.0% | N/A | 0.004% | |
| 7/18/2025 | Pure Financial Advisors LLC | 11,058 | $378K | 0.0% | -5.9% | 0.033% | |
| 7/18/2025 | BSW Wealth Partners | 8,278 | $283K | 0.0% | +5.3% | 0.024% | |
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| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 5,136 | $176K | 0.0% | N/A | 0.015% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 76,118 | $2.60M | 0.0% | -3.7% | 0.224% | |
| 7/17/2025 | Coastline Trust Co | 31,276 | $1.07M | 0.1% | -3.6% | 0.092% | |
| 7/17/2025 | Avior Wealth Management LLC | 6,414 | $219K | 0.0% | N/A | 0.019% | |
| 7/17/2025 | KWB Wealth | 204,916 | $7.00M | 0.8% | -24.9% | 0.603% | |
| 7/16/2025 | Pacific Sage Partners LLC | 9,093 | $311K | 0.1% | +23.1% | 0.027% | |
| 7/15/2025 | McAdam LLC | 8,588 | $294K | 0.0% | -30.9% | 0.025% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 2,542 | $87K | 0.0% | N/A | 0.007% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 71,429 | $2.44M | 0.1% | -33.6% | 0.210% | |
| 7/11/2025 | Farther Finance Advisors LLC | 22,425 | $766K | 0.0% | -79.8% | 0.066% | |
| 7/10/2025 | CWC Advisors LLC. | 28,898 | $988K | 0.5% | +8.0% | 0.085% | |
| 7/10/2025 | Fortress Wealth Management Inc. | 8,142 | $278K | 0.1% | -52.7% | 0.024% | |
| 7/10/2025 | Focus Financial Network Inc. | 90,278 | $3.09M | 0.1% | +3.4% | 0.266% | |
| 7/9/2025 | O Brien Wealth Partners LLC | 747,975 | $25.57M | 4.0% | +49.5% | 2.200% | |
| 7/9/2025 | Breakwater Capital Group | 183,340 | $6.27M | 1.0% | -11.4% | 0.539% | |
| 7/9/2025 | Krilogy Financial LLC | 123,229 | $4.21M | 0.2% | +2.1% | 0.362% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 66,231 | $2.30M | 0.8% | -26.6% | 0.195% | |
| 7/8/2025 | First National Corp MA ADV | 98,857 | $3.38M | 0.7% | +3.0% | 0.291% | |
| 7/8/2025 | Ehrlich Financial Group | 8,150 | $279K | 0.2% | -92.1% | 0.024% | |
| 7/8/2025 | Prism Advisors Inc. | 553,088 | $18.91M | 5.4% | -30.3% | 1.627% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 190,789 | $6.52M | 1.3% | +5.1% | 0.561% | |
| 7/2/2025 | Marotta Asset Management | 876,654 | $29.96M | 6.0% | +1.0% | 2.578% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 11,806 | $349K | 0.0% | N/A | 0.035% | |
| 5/21/2025 | McAdam LLC | 12,423 | $367K | 0.0% | +13.7% | 0.034% | |
| 5/20/2025 | Focus Partners Wealth | 177,228 | $5.23M | 0.0% | -1.9% | 0.479% | |
| 5/20/2025 | Flaharty Asset Management LLC | 779,941 | $23.04M | 3.3% | +58.7% | 2.108% | |
| 5/19/2025 | Jane Street Group LLC | 484,165 | $14.30M | 0.0% | +57.0% | 1.309% | |
| 5/16/2025 | McIlrath & Eck LLC | 2,904 | $86K | 0.0% | +378.4% | 0.008% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 11,806 | $349K | 0.0% | N/A | 0.032% | |
| 5/16/2025 | Sheridan Capital Management LLC | 39,380 | $1.16M | 0.8% | +5.0% | 0.106% | |
| 5/16/2025 | NewEdge Advisors LLC | 40,720 | $1.20M | 0.0% | +4.2% | 0.110% | |
| 5/15/2025 | Royal Bank of Canada | 45,637 | $1.35M | 0.0% | +3,953.0% | 0.123% | |
| 5/15/2025 | OLD Mission Capital LLC | 556,170 | $16.43M | 0.2% | +725.8% | 1.503% | |
| 5/14/2025 | CreativeOne Wealth LLC | 21,747 | $642K | 0.0% | -7.1% | 0.059% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 55,820 | $1.65M | 0.2% | -11.7% | 0.151% | |
| 5/14/2025 | Jane Street Group LLC | 484,165 | $14.30M | 0.0% | +57.0% | 1.309% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 547,856 | $16.18M | 0.0% | -14.4% | 1.481% | |
| 5/14/2025 | Kestra Advisory Services LLC | 39,116 | $1.16M | 0.0% | +1.8% | 0.106% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 559,637 | $16.53M | 0.3% | +265.0% | 1.513% | |
| 5/14/2025 | Vertex Planning Partners LLC | 100,043 | $2.96M | 0.6% | -36.6% | 0.270% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 15,113 | $446K | 0.1% | +34.7% | 0.041% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 160,223 | $4.73M | 0.0% | -5.6% | 0.433% | |
| 5/13/2025 | Raymond James Financial Inc. | 872,362 | $25.77M | 0.0% | +10.7% | 2.358% | |
| 5/13/2025 | Stone House Investment Management LLC | 7,344 | $217K | 0.0% | N/A | 0.020% | |
| 5/13/2025 | HighTower Advisors LLC | 205,322 | $6.06M | 0.0% | -3.9% | 0.555% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 3,639 | $107K | 0.0% | -74.5% | 0.010% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 14,470 | $427K | 0.0% | -9.3% | 0.039% | |
| 5/12/2025 | Savvy Advisors Inc. | 241,616 | $7.14M | 0.7% | +93.3% | 0.658% | |
| 5/12/2025 | AlphaCore Capital LLC | 171,023 | $5.05M | 0.4% | N/A | 0.466% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 2,251 | $66K | 0.0% | N/A | 0.006% | |
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| 5/9/2025 | Exencial Wealth Advisors LLC | 81,373 | $2.40M | 0.1% | -17.0% | 0.222% | |
| 5/9/2025 | SoundView Advisors Inc. | 47,111 | $1.39M | 0.6% | +2.9% | 0.128% | |
| 5/9/2025 | Planning Alternatives Ltd. ADV | 326,169 | $9.63M | 1.5% | +13.8% | 0.889% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 637,639 | $18.83M | 0.0% | +2.1% | 1.737% | |
| 5/9/2025 | Smithfield Trust Co | 5,575 | $166K | 0.0% | +21.9% | 0.015% | |
| 5/8/2025 | CAP Partners LLC | 21,714 | $641K | 0.5% | -6.8% | 0.059% | |
| 5/8/2025 | Eastern Bank | 61,098 | $1.81M | 0.0% | -86.9% | 0.166% | |
| 5/8/2025 | First Foundation Advisors | 313,807 | $9.27M | 0.4% | -29.6% | 0.855% | |
| 5/7/2025 | LPL Financial LLC | 1,243,236 | $36.72M | 0.0% | -16.3% | 3.388% | |
| 5/6/2025 | Cetera Investment Advisers | 122,891 | $3.63M | 0.0% | +26.5% | 0.335% | |
