| 8/19/2025 | Anchor Investment Management LLC | 5,038 | $174K | 0.0% | -7.4% | 0.003% | |
| 8/15/2025 | Captrust Financial Advisors | 91,688 | $3.16M | 0.0% | +32.3% | 0.059% | |
| 8/15/2025 | Ameriprise Financial Inc. | 3,947,824 | $137.32M | 0.0% | +1.1% | 2.556% | |
| 8/14/2025 | Operose Advisors LLC | 159,873 | $5.52M | 1.6% | -12.1% | 0.104% | |
| 8/14/2025 | Dearborn Partners LLC | 13,517 | $466K | 0.0% | +46.5% | 0.009% | |
| 8/14/2025 | Hurley Capital LLC | 1,500 | $52K | 0.0% | N/A | 0.001% | |
| 8/13/2025 | Baird Financial Group Inc. | 222,794 | $7.69M | 0.0% | +0.7% | 0.144% | |
| 8/13/2025 | Crescent Grove Advisors LLC | 80,298 | $2.77M | 0.3% | +12.6% | 0.052% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 45,554 | $1.57M | 0.1% | +9.0% | 0.029% | |
| 8/12/2025 | JPMorgan Chase & Co. | 987,372 | $34.07M | 0.0% | +15.7% | 0.639% | |
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| 8/11/2025 | Alteri Wealth LLC | 30,993 | $1.07M | 0.4% | +76.3% | 0.020% | |
| 8/11/2025 | Landaas & Co. WI ADV | 18,756 | $647K | 0.2% | +6.9% | 0.012% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 17,147 | $592K | 0.1% | +14.4% | 0.011% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 25,883 | $893K | 0.0% | +52.3% | 0.017% | |
| 8/6/2025 | Columbia River Financial Group LLC | 27,922 | $985K | 0.6% | -8.9% | 0.018% | |
| 8/5/2025 | Bank of New York Mellon Corp | 2,491,273 | $85.97M | 0.0% | +53.2% | 1.613% | |
| 8/5/2025 | Gould Asset Management LLC CA | 59,205 | $2.04M | 0.4% | -8.2% | 0.038% | |
| 8/4/2025 | Arkadios Wealth Advisors | 679,779 | $23.46M | 0.7% | -0.9% | 0.440% | |
| 8/1/2025 | Liberty Wealth Management LLC | 5,844 | $202K | 0.0% | -94.0% | 0.004% | |
| 8/1/2025 | Bessemer Group Inc. | 4,910 | $169K | 0.0% | -63.0% | 0.003% | |
| 8/1/2025 | MorganRosel Wealth Management LLC | 9,083 | $313K | 0.1% | -12.0% | 0.006% | |
| 7/31/2025 | Leavell Investment Management Inc. | 23,608 | $815K | 0.0% | +16.6% | 0.015% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 23,888 | $824K | 0.0% | +339.0% | 0.015% | |
| 7/30/2025 | Whittier Trust Co. | 21,729 | $750K | 0.0% | -5.7% | 0.014% | |
| 7/29/2025 | Planned Solutions Inc. | 20,246 | $699K | 0.3% | -2.1% | 0.013% | |
| 7/29/2025 | Curbstone Financial Management Corp | 22,510 | $777K | 0.2% | -8.5% | 0.015% | |
| 7/29/2025 | Private Trust Co. NA | 5,182 | $179K | 0.0% | +6.0% | 0.003% | |
| 7/25/2025 | Meritage Portfolio Management | 124,153 | $4.29M | 0.3% | N/A | 0.080% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 20,404 | $704K | 0.1% | -4.4% | 0.013% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 25,289 | $873K | 0.0% | -30.1% | 0.016% | |
| 7/21/2025 | Crews Bank & Trust | 11,250 | $388K | 0.1% | +27.1% | 0.007% | |
| 7/18/2025 | Vicus Capital | 29,117 | $1.01M | 0.1% | +2.2% | 0.019% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 454,659 | $15.69M | 0.0% | -3.5% | 0.294% | |
| 7/15/2025 | TD Private Client Wealth LLC | 309,264 | $10.67M | 0.3% | +31.9% | 0.200% | |
| 7/15/2025 | Fortitude Family Office LLC | 119,250 | $4.12M | 1.4% | +519.5% | 0.077% | |
| 7/14/2025 | AdvisorNet Financial Inc | 363,566 | $12.55M | 0.8% | +45.5% | 0.235% | |
| 7/14/2025 | GAMMA Investing LLC | 980 | $34K | 0.0% | +44.1% | 0.001% | |
| 7/11/2025 | Farther Finance Advisors LLC | 38,351 | $1.32M | 0.0% | +270.6% | 0.025% | |
| 7/11/2025 | CX Institutional | 214,017 | $7.39M | 0.3% | -5.7% | 0.139% | |
| 7/10/2025 | Sunflower Bank N.A. | 41,438 | $1.43M | 0.4% | -5.2% | 0.027% | |
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| 7/8/2025 | Heartwood Wealth Advisors LLC | 155,640 | $5.37M | 0.6% | +2.4% | 0.101% | |
| 7/8/2025 | Parallel Advisors LLC | 521,042 | $17.98M | 0.4% | -1.3% | 0.337% | |
| 5/20/2025 | Anchor Investment Management LLC | 5,440 | $169K | 0.0% | -6.9% | 0.004% | |
| 5/16/2025 | Jones Financial Companies Lllp | 13,857 | $430K | 0.0% | -86.8% | 0.010% | |
| 5/15/2025 | Baird Financial Group Inc. | 221,296 | $6.87M | 0.0% | -7.2% | 0.153% | |
| 5/14/2025 | Monetary Management Group Inc. | 37,000 | $1.15M | 0.3% | +57.4% | 0.026% | |
| 5/14/2025 | Ameriprise Financial Inc. | 3,904,116 | $121.52M | 0.0% | +1.4% | 2.701% | |
| 5/13/2025 | Community Bank & Trust Waco Texas | 9,897 | $307K | 0.1% | -6.6% | 0.007% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 41,806 | $1.30M | 0.1% | -29.9% | 0.029% | |
| 5/13/2025 | American Money Management LLC | 96,977 | $3.01M | 0.6% | +4.0% | 0.067% | |
| 5/12/2025 | Operose Advisors LLC | 181,918 | $5.64M | 1.9% | -0.4% | 0.126% | |
| 5/8/2025 | Dearborn Partners LLC | 9,224 | $286K | 0.0% | N/A | 0.006% | |
| 5/8/2025 | Arkadios Wealth Advisors | 685,727 | $21.27M | 0.8% | +2.0% | 0.474% | |
| 5/7/2025 | Vantage Financial Partners LLC | 151,713 | $4.71M | 1.2% | +98.8% | 0.105% | |
| 5/7/2025 | Alteri Wealth LLC | 17,578 | $545K | 0.2% | +10.7% | 0.012% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 7,526 | $233K | 0.0% | N/A | 0.005% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 17,000 | $527K | 0.0% | N/A | 0.012% | |
| 5/5/2025 | Elyxium Wealth LLC | 7,200 | $223K | 0.1% | N/A | 0.005% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 5,441 | $169K | 0.0% | +11.6% | 0.004% | |
| 5/2/2025 | Whittier Trust Co. | 23,039 | $715K | 0.0% | -1.7% | 0.016% | |
| 5/1/2025 | Gould Asset Management LLC CA | 64,489 | $2M | 0.4% | -2.4% | 0.045% | |
| 4/30/2025 | Leavell Investment Management Inc. | 20,244 | $628K | 0.0% | +5.4% | 0.014% | |
| 4/29/2025 | Cooksen Wealth LLC | 2,663 | $83K | 0.1% | N/A | 0.002% | |
| 4/29/2025 | TD Private Client Wealth LLC | 234,479 | $7.27M | 0.2% | -11.1% | 0.166% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,626,220 | $50.45M | 0.0% | -1.8% | 1.150% | |
| 4/29/2025 | Elite Financial Inc. | 36,045 | $1.12M | 0.6% | -3.7% | 0.026% | |
| 4/28/2025 | Private Trust Co. NA | 4,890 | $152K | 0.0% | +33.6% | 0.003% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 10,324 | $320K | 0.1% | -18.8% | 0.007% | |
| 4/25/2025 | Argent Advisors Inc. | 97,243 | $3.02M | 1.0% | +7.7% | 0.069% | |
| 4/24/2025 | Sunbelt Securities Inc. | 17,765 | $551K | 0.0% | -10.4% | 0.013% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 71,313 | $2.21M | 0.2% | +29.6% | 0.050% | |
| 4/23/2025 | Bessemer Group Inc. | 13,270 | $412K | 0.0% | +231.8% | 0.009% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 152,027 | $4.72M | 0.5% | +12.3% | 0.108% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 21,347 | $662K | 0.0% | -5.1% | 0.015% | |
| 4/17/2025 | Vicus Capital | 28,485 | $884K | 0.1% | +1.9% | 0.020% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 471,173 | $14.62M | 0.0% | +2.8% | 0.333% | |
| 4/16/2025 | Fortitude Family Office LLC | 19,250 | $597K | 0.2% | -3.0% | 0.014% | |
| 4/15/2025 | Curbstone Financial Management Corp | 24,610 | $763K | 0.2% | +9.3% | 0.017% | |
| 4/15/2025 | CX Institutional | 226,881 | $7.04M | 0.3% | -17.7% | 0.161% | |
| 4/14/2025 | Farther Finance Advisors LLC | 10,349 | $322K | 0.0% | -6.4% | 0.007% | |
| 4/11/2025 | City State Bank | 4,114 | $128K | 0.0% | N/A | 0.003% | |
| 4/9/2025 | Planned Solutions Inc. | 20,678 | $641K | 0.3% | -3.8% | 0.015% | |
| 4/9/2025 | Lbmc Investment Advisors LLC | 17,347 | $538K | 0.0% | -8.3% | 0.012% | |
| 4/8/2025 | Fifth Third Wealth Advisors LLC | 44,835 | $1.39M | 0.1% | -4.1% | 0.032% | |
| 4/8/2025 | Stolper Co | 36,653 | $1.14M | 0.4% | +1.1% | 0.026% | |
| 4/8/2025 | Parallel Advisors LLC | 527,890 | $16.38M | 0.4% | -4.2% | 0.378% | |
| 4/7/2025 | GAMMA Investing LLC | 21,094 | $680K | 0.0% | +3,002.1% | 0.015% | |
| 4/7/2025 | AdvisorNet Financial Inc | 249,941 | $7.75M | 0.6% | +8.9% | 0.179% | |
| 4/3/2025 | First Citizens Financial Corp | 9,411 | $292K | 0.2% | -14.5% | 0.007% | |
| 3/6/2025 | Elite Financial Inc. | 37,411 | $1.02M | 0.6% | N/A | 0.027% | |
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| 2/27/2025 | Landaas & Co. WI ADV | 17,548 | $480K | 0.1% | -4.4% | 0.012% | |
| 2/21/2025 | Putney Financial Group LLC | 1,655 | $45K | 0.0% | N/A | 0.001% | |
| 2/19/2025 | Columbia River Financial Group LLC | 30,782 | $842K | 0.6% | N/A | 0.021% | |
| 2/18/2025 | Sunbelt Securities Inc. | 19,826 | $542K | 0.0% | -2.4% | 0.014% | |
| 2/18/2025 | 10Elms LLP | 3,500 | $96K | 0.1% | N/A | 0.002% | |
| 2/17/2025 | Colonial Trust Co SC | 2,137 | $59K | 0.0% | +385.7% | 0.001% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 14,592 | $400K | 0.1% | N/A | 0.010% | |
| 2/17/2025 | Captrust Financial Advisors | 74,019 | $2.03M | 0.0% | +727.6% | 0.051% | |
| 2/17/2025 | Baird Financial Group Inc. | 238,414 | $6.53M | 0.0% | +0.5% | 0.163% | |
| 2/17/2025 | Ameriprise Financial Inc. | 3,850,692 | $105.05M | 0.0% | +2.4% | 2.632% | |
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