| 8/22/2025 | Carter Financial Group INC. | 12,060 | $452K | 0.3% | N/A | 0.002% | |
| 8/15/2025 | Captrust Financial Advisors | 12,133 | $455K | 0.0% | +22.9% | 0.002% | |
| 8/15/2025 | Tolleson Wealth Management Inc. | 167,643 | $6.29M | 1.1% | -3.3% | 0.027% | |
| 8/15/2025 | IHT Wealth Management LLC | 17,265 | $648K | 0.0% | -16.5% | 0.003% | |
| 8/15/2025 | BNP Paribas Financial Markets | 1,101,515 | $41.32M | 0.0% | -68.2% | 0.175% | |
| 8/15/2025 | Ameriprise Financial Inc. | 614,001 | $23.01M | 0.0% | +335.1% | 0.098% | |
| 8/13/2025 | Flow Traders U.S. LLC | 97,897 | $3.67M | 0.1% | N/A | 0.016% | |
| 8/13/2025 | Baird Financial Group Inc. | 835,552 | $31.34M | 0.1% | +206.7% | 0.133% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 23,686 | $888K | 0.0% | +16.4% | 0.004% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 752 | $28K | 0.0% | N/A | 0.000% | |
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| 8/13/2025 | Fisher Asset Management LLC | 208,991 | $7.84M | 0.0% | -9.9% | 0.033% | |
| 8/13/2025 | Loomis Sayles & Co. L P | 311,410 | $11.68M | 0.0% | -53.3% | 0.049% | |
| 8/12/2025 | Hillsdale Investment Management Inc. | 11,280 | $423K | 0.0% | +26.6% | 0.002% | |
| 8/12/2025 | JPMorgan Chase & Co. | 25,278,570 | $948.20M | 0.1% | +208.8% | 4.018% | |
| 8/8/2025 | SG Americas Securities LLC | 6,760 | $254K | 0.0% | N/A | 0.001% | |
| 8/8/2025 | L & S Advisors Inc | 10,893 | $409K | 0.0% | -31.6% | 0.002% | |
| 8/7/2025 | Winch Advisory Services LLC | 23,317 | $875K | 0.2% | -3.1% | 0.004% | |
| 8/7/2025 | FDx Advisors Inc. | 39,889 | $1.50M | 0.5% | N/A | 0.006% | |
| 8/6/2025 | Grey Fox Wealth Advisors LLC | 167,793 | $6.29M | 1.5% | +3.3% | 0.027% | |
| 8/6/2025 | Ethos Financial Group LLC | 98,772 | $3.71M | 0.3% | -62.6% | 0.016% | |
| 8/6/2025 | First Horizon Advisors Inc. | 20,132 | $755K | 0.0% | +135.2% | 0.003% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 6,303 | $236K | 0.0% | +50.4% | 0.001% | |
| 8/5/2025 | Bank of New York Mellon Corp | 2,185,643 | $81.98M | 0.0% | +18.7% | 0.347% | |
| 8/5/2025 | TIAA Trust National Association | 8,868,136 | $331.99M | 0.9% | +112.2% | 1.410% | |
| 8/5/2025 | Sumitomo Life Insurance Co. | 219,900 | $8.25M | 0.6% | -64.3% | 0.035% | |
| 8/4/2025 | Arkadios Wealth Advisors | 26,624 | $999K | 0.0% | +128.3% | 0.004% | |
| 8/1/2025 | Boyd Watterson Asset Management LLC OH | 11,785 | $442K | 0.1% | +163.6% | 0.002% | |
| 8/1/2025 | First Command Advisory Services Inc. | 498,512 | $18.70M | 0.2% | +15.4% | 0.079% | |
| 7/30/2025 | Strategic Blueprint LLC | 12,704 | $477K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | BTS Asset Management Inc. | 805,427 | $30.21M | 36.4% | +274.6% | 0.128% | |
| 7/30/2025 | Whittier Trust Co. | 17,185 | $644K | 0.0% | +1,001.6% | 0.003% | |
| 7/25/2025 | Richardson Financial Services Inc. | 8,385 | $313K | 0.2% | +35.6% | 0.001% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 1,080 | $41K | 0.0% | N/A | 0.000% | |
| 7/23/2025 | Venturi Wealth Management LLC | 1,349,330 | $50.61M | 2.5% | +4,385.2% | 0.214% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 8,866 | $333K | 0.0% | -5.2% | 0.001% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 990,338 | $37.15M | 0.5% | -5.1% | 0.157% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 34,791 | $1.31M | 0.0% | -4.9% | 0.006% | |
| 7/18/2025 | Vicus Capital | 82,539 | $3.10M | 0.3% | +6.0% | 0.013% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 58,937 | $2.21M | 0.0% | +40.6% | 0.009% | |
| 7/17/2025 | Fifth Third Securities Inc. | 253,932 | $9.53M | 0.7% | -1.4% | 0.040% | |
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| 7/17/2025 | Fort Washington Investment Advisors Inc. OH | 572,228 | $21.46M | 0.1% | N/A | 0.091% | |
| 7/17/2025 | Keystone Global Partners LLC | 7,228 | $271K | 0.1% | -72.0% | 0.001% | |
| 7/16/2025 | ORG Partners LLC | 1,404 | $52K | 0.0% | -45.5% | 0.000% | |
| 7/16/2025 | Rebalance LLC | 1,711,264 | $64.19M | 4.4% | +0.7% | 0.272% | |
| 7/14/2025 | AdvisorNet Financial Inc | 2,868 | $108K | 0.0% | +20.1% | 0.000% | |
| 7/11/2025 | Farther Finance Advisors LLC | 9,983 | $374K | 0.0% | +7.1% | 0.002% | |
| 7/9/2025 | Harbor Capital Advisors Inc. | 12,464 | $468K | 0.0% | N/A | 0.002% | |
| 7/9/2025 | First Financial Corp IN | 702 | $26K | 0.0% | -40.9% | 0.000% | |
| 7/7/2025 | Wilson & Boucher Capital Management LLC | 7,100 | $266K | 0.2% | -12.3% | 0.001% | |
| 5/20/2025 | Strive Asset Management LLC | 75,158 | $2.77M | 1.9% | +213.7% | 0.013% | |
| 5/16/2025 | Wilson & Boucher Capital Management LLC | 8,100 | $298K | 0.2% | -3.6% | 0.001% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 173,435 | $6.38M | 1.2% | +1.0% | 0.030% | |
| 5/16/2025 | NewEdge Advisors LLC | 33,603 | $1.24M | 0.0% | -45.2% | 0.006% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 44,871 | $1.65M | 0.0% | +356.4% | 0.008% | |
| 5/15/2025 | Titleist Asset Management LLC | 40,805 | $1.50M | 0.2% | -1.2% | 0.007% | |
| 5/15/2025 | Baird Financial Group Inc. | 272,427 | $10.03M | 0.0% | +0.5% | 0.046% | |
| 5/15/2025 | OLD Mission Capital LLC | 793,334 | $29.20M | 0.4% | N/A | 0.135% | |
| 5/15/2025 | BNP Paribas Financial Markets | 3,461,944 | $127.43M | 0.1% | -57.6% | 0.591% | |
| 5/14/2025 | SVB Wealth LLC | 3,145 | $116K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Summit Financial LLC | 10,786 | $397K | 0.0% | -10.5% | 0.002% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 1,228,973 | $45.24M | 0.8% | +44.5% | 0.210% | |
| 5/13/2025 | Keystone Global Partners LLC | 25,784 | $949K | 0.7% | N/A | 0.004% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 20,348 | $749K | 0.0% | +14.0% | 0.003% | |
| 5/13/2025 | Horizon Investments LLC | 92,034 | $3.35M | 0.1% | -40.9% | 0.016% | |
| 5/12/2025 | Covestor Ltd | 8,283 | $305K | 0.2% | -4.1% | 0.002% | |
| 5/12/2025 | JPMorgan Chase & Co. | 8,187,111 | $301.37M | 0.0% | +109.4% | 1.501% | |
| 5/9/2025 | L & S Advisors Inc | 15,931 | $586K | 0.1% | +48.4% | 0.003% | |
| 5/8/2025 | TIAA Trust National Association | 4,179,108 | $153.83M | 0.5% | -6.4% | 0.766% | |
| 5/8/2025 | RVW Wealth LLC | 21,037 | $774K | 0.1% | -5.6% | 0.004% | |
| 5/8/2025 | Arkadios Wealth Advisors | 11,664 | $429K | 0.0% | -47.3% | 0.002% | |
| 5/7/2025 | Hurley Capital LLC | 2,693 | $99K | 0.1% | N/A | 0.000% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 4,403 | $162K | 0.2% | N/A | 0.001% | |
| 5/6/2025 | Richardson Financial Services Inc. | 6,184 | $228K | 0.2% | -4.5% | 0.001% | |
| 5/6/2025 | Winch Advisory Services LLC | 24,075 | $886K | 0.2% | -11.6% | 0.004% | |
| 5/5/2025 | GW&K Investment Management LLC | 9,793 | $360K | 0.0% | +14.9% | 0.002% | |
| 5/2/2025 | First Command Advisory Services Inc. | 432,007 | $15.90M | 0.2% | +15.1% | 0.079% | |
| 5/2/2025 | Grey Fox Wealth Advisors LLC | 162,411 | $5.98M | 1.6% | +6.6% | 0.030% | |
| 5/2/2025 | Sumitomo Life Insurance Co. | 615,600 | $22.66M | 0.8% | -15.0% | 0.113% | |
| 5/1/2025 | Fifth Third Securities Inc. | 257,449 | $9.48M | 0.8% | +33.8% | 0.047% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 36,594 | $1.35M | 0.0% | +12.5% | 0.007% | |
| 4/30/2025 | Ninety One UK Ltd | 150,811 | $5.55M | 0.0% | N/A | 0.028% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 25,844 | $951K | 0.2% | +21.8% | 0.005% | |
| 4/29/2025 | Olistico Wealth LLC | 1,963 | $72K | 0.0% | +43.9% | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,840,992 | $67.77M | 0.0% | +5.9% | 0.338% | |
| 4/29/2025 | Davidson Trust Co. | 8,523 | $314K | 0.1% | -5.0% | 0.002% | |
| 4/28/2025 | First Horizon Advisors Inc. | 8,561 | $315K | 0.0% | -16.9% | 0.002% | |
| 4/28/2025 | Arlington Trust Co LLC | 1,000 | $37K | 0.0% | N/A | 0.000% | |
| 4/24/2025 | Golden State Wealth Management LLC | 920 | $34K | 0.0% | +152.7% | 0.000% | |
| 4/24/2025 | Sunbelt Securities Inc. | 32,153 | $1.18M | 0.1% | -4.8% | 0.006% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 8,551 | $315K | 0.0% | N/A | 0.002% | |
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| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 1,921 | $71K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,839 | $68K | 0.0% | +405.2% | 0.000% | |
| 4/22/2025 | Diversified Portfolios Inc. | 6,997 | $258K | 0.0% | +10.7% | 0.001% | |
| 4/22/2025 | Manning & Napier Advisors LLC | 104,652 | $3.85M | 0.0% | -0.5% | 0.019% | |
| 4/21/2025 | OLD Second National Bank of Aurora | 23,000 | $847K | 0.2% | -24.9% | 0.004% | |
| 4/21/2025 | ORG Wealth Partners LLC | 2,064 | $76K | 0.0% | +4,486.7% | 0.000% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 9,352 | $343K | 0.0% | -48.6% | 0.002% | |
| 4/17/2025 | NBT Bank N A NY | 2,233 | $82K | 0.0% | -40.4% | 0.000% | |
| 4/17/2025 | Vicus Capital | 77,849 | $2.87M | 0.3% | +7.2% | 0.014% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 41,933 | $1.54M | 0.0% | +91.6% | 0.008% | |
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