| 8/8/2025 | Mittelman Wealth Management | 169,222 | $9.02M | 7.6% | +25.7% | 0.057% | |
| 8/8/2025 | Renasant Bank | 25,385 | $1.35M | 0.9% | -11.0% | 0.009% | |
| 8/7/2025 | Davis R M Inc. | 47,831 | $2.55M | 0.0% | -6.6% | 0.016% | |
| 8/7/2025 | FDx Advisors Inc. | 83,915 | $4.47M | 1.4% | -14.2% | 0.028% | |
| 8/6/2025 | First Horizon Advisors Inc. | 11,081 | $591K | 0.0% | -4.6% | 0.004% | |
| 8/5/2025 | Centennial Bank AR | 8,933 | $476K | 0.2% | +117.2% | 0.003% | |
| 8/5/2025 | NewSquare Capital LLC | 3,371 | $180K | 0.0% | -36.6% | 0.001% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,923,610 | $102.51M | 0.0% | +79.8% | 0.651% | |
| 8/4/2025 | Arkadios Wealth Advisors | 8,928 | $476K | 0.0% | +7.1% | 0.003% | |
| 8/1/2025 | Boyd Watterson Asset Management LLC OH | 11,949 | $637K | 0.2% | -92.9% | 0.004% | |
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| 7/31/2025 | Leavell Investment Management Inc. | 53,328 | $2.84M | 0.1% | +946.7% | 0.018% | |
| 7/31/2025 | City State Bank | 86,115 | $4.59M | 1.4% | +1.6% | 0.029% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 323,000 | $17.21M | 0.0% | -25.8% | 0.110% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 4,141 | $221K | 0.0% | -13.1% | 0.001% | |
| 7/30/2025 | Whittier Trust Co. | 28,881 | $1.54M | 0.0% | -3.3% | 0.010% | |
| 7/29/2025 | Private Trust Co. NA | 8,961 | $478K | 0.0% | -5.3% | 0.003% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 1,169 | $62K | 0.0% | N/A | 0.000% | |
| 7/28/2025 | Equitable Trust Co. | 4,335 | $231K | 0.0% | N/A | 0.001% | |
| 7/25/2025 | Meritage Portfolio Management | 68,398 | $3.65M | 0.2% | -2.5% | 0.023% | |
| 7/23/2025 | WestEnd Advisors LLC | 519 | $28K | 0.0% | N/A | 0.000% | |
| 7/23/2025 | DMC Group LLC | 65,824 | $3.51M | 2.7% | +3.5% | 0.022% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 48,589 | $2.59M | 0.2% | +23.9% | 0.017% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 213,669 | $11.39M | 0.2% | -67.2% | 0.073% | |
| 7/21/2025 | Tilia Fiduciary Partners Inc. | 19,745 | $1.05M | 0.6% | +15.5% | 0.007% | |
| 7/18/2025 | Vicus Capital | 15,872 | $846K | 0.1% | +12.5% | 0.005% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 123,843 | $6.60M | 0.1% | +3.6% | 0.042% | |
| 7/17/2025 | Park Place Capital Corp | 28,646 | $1.52M | 0.3% | -9.9% | 0.010% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 593,178 | $31.61M | 0.1% | -14.5% | 0.202% | |
| 7/16/2025 | Highline Wealth Partners LLC | 120,089 | $6.40M | 1.9% | -12.5% | 0.041% | |
| 7/16/2025 | Rebalance LLC | 157,972 | $8.42M | 0.6% | +0.9% | 0.054% | |
| 7/15/2025 | TD Private Client Wealth LLC | 1,449,210 | $77.23M | 1.9% | +12.3% | 0.494% | |
| 7/15/2025 | Graypoint LLC | 479,821 | $25.57M | 1.4% | +0.0% | 0.164% | |
| 7/15/2025 | GSB Wealth Management LLC | 22,924 | $1.22M | 0.3% | -27.8% | 0.008% | |
| 7/14/2025 | Proathlete Wealth Management LLC | 742 | $40K | 0.0% | N/A | 0.000% | |
| 7/11/2025 | Farther Finance Advisors LLC | 98,837 | $5.27M | 0.1% | +9.7% | 0.034% | |
| 7/10/2025 | Peoples Bank KS | 8,000 | $426K | 0.3% | N/A | 0.003% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 1,557,206 | $82.98M | 13.1% | +1.5% | 0.534% | |
| 7/9/2025 | Fiduciary Alliance LLC | 55,264 | $2.95M | 0.2% | +1,093.3% | 0.019% | |
| 7/9/2025 | Christopher J. Hasenberg Inc | 50,737 | $2.70M | 1.0% | N/A | 0.017% | |
| 7/8/2025 | Parallel Advisors LLC | 3,832 | $204K | 0.0% | +26.3% | 0.001% | |
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| 5/20/2025 | Strive Asset Management LLC | 76,276 | $4.01M | 2.8% | +55.0% | 0.027% | |
| 5/16/2025 | NewEdge Advisors LLC | 138,642 | $7.28M | 0.0% | +0.5% | 0.050% | |
| 5/16/2025 | American Family Investments Inc. | 425,000 | $22.32M | 1.5% | -43.4% | 0.152% | |
| 5/15/2025 | Baird Financial Group Inc. | 502,189 | $26.38M | 0.1% | +0.4% | 0.179% | |
| 5/15/2025 | OLD Mission Capital LLC | 87,975 | $4.62M | 0.1% | +765.6% | 0.031% | |
| 5/14/2025 | Allstate Corp | 3,022,087 | $158.72M | 4.7% | +10.4% | 1.080% | |
| 5/14/2025 | Ameriprise Financial Inc. | 3,866,873 | $202.99M | 0.1% | -9.7% | 1.382% | |
| 5/14/2025 | Integrated Investment Consultants LLC | 4,036 | $212K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Summit Financial LLC | 7,156 | $376K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Sandhill Capital Partners LLC | 3,995 | $210K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | Renasant Bank | 28,516 | $1.50M | 1.0% | -15.2% | 0.010% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 19,053 | $1.00M | 0.0% | -39.7% | 0.007% | |
| 5/8/2025 | Davis R M Inc. | 51,192 | $2.69M | 0.1% | -9.3% | 0.018% | |
| 5/8/2025 | Arkadios Wealth Advisors | 8,333 | $438K | 0.0% | -2.5% | 0.003% | |
| 5/7/2025 | Vantage Financial Partners LLC | 10,273 | $540K | 0.1% | -15.1% | 0.004% | |
| 5/7/2025 | Integrated Investment Consultants LLC | 4,036 | $212K | 0.0% | N/A | 0.001% | |
| 5/6/2025 | Boyd Watterson Asset Management LLC OH | 169,015 | $8.88M | 2.8% | -59.2% | 0.060% | |
| 5/6/2025 | Garrison Bradford & Associates Inc. | 800 | $42K | 0.0% | N/A | 0.000% | |
| 5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 18,623 | $978K | 0.0% | +15.5% | 0.007% | |
| 5/2/2025 | Graypoint LLC | 479,606 | $25.19M | 1.6% | +3.6% | 0.171% | |
| 5/2/2025 | Burns Matteson Capital Management LLC | 55,380 | $2.91M | 1.4% | +73.9% | 0.020% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 10,262 | $539K | 0.0% | +49.4% | 0.004% | |
| 5/2/2025 | Whittier Trust Co. | 29,854 | $1.57M | 0.0% | -10.9% | 0.011% | |
| 5/1/2025 | FDx Advisors Inc. | 97,847 | $5.14M | 1.7% | -5.0% | 0.035% | |
| 5/1/2025 | Fifth Third Securities Inc. | 11,890 | $624K | 0.1% | +32.8% | 0.004% | |
| 4/30/2025 | DMC Group LLC | 63,620 | $3.34M | 2.7% | +1.2% | 0.023% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 4,766 | $250K | 0.0% | -9.3% | 0.002% | |
| 4/29/2025 | Centennial Bank AR | 4,113 | $216K | 0.1% | +12.1% | 0.001% | |
| 4/29/2025 | TD Private Client Wealth LLC | 1,290,398 | $67.77M | 1.9% | +15.4% | 0.462% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 22,384 | $1.18M | 0.2% | +4.0% | 0.008% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,069,851 | $56.19M | 0.0% | -40.6% | 0.383% | |
| 4/28/2025 | Meritage Portfolio Management | 70,159 | $3.69M | 0.2% | -7.3% | 0.025% | |
| 4/28/2025 | First Horizon Advisors Inc. | 11,615 | $610K | 0.0% | +2.3% | 0.004% | |
| 4/28/2025 | Private Trust Co. NA | 9,464 | $497K | 0.1% | +7.5% | 0.003% | |
| 4/24/2025 | Sunbelt Securities Inc. | 11,534 | $606K | 0.1% | +207.6% | 0.004% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 1,534,496 | $80.59M | 13.9% | +1.4% | 0.552% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 119,557 | $6.28M | 0.1% | -3.3% | 0.043% | |
| 4/24/2025 | Park Place Capital Corp | 31,777 | $1.67M | 0.5% | -14.8% | 0.011% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 543 | $29K | 0.0% | +1,162.8% | 0.000% | |
| 4/23/2025 | Ledyard National Bank | 4,259 | $224K | 0.0% | -12.8% | 0.002% | |
| 4/22/2025 | Diversified Portfolios Inc. | 25,651 | $1.35M | 0.1% | -11.2% | 0.009% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 99,673 | $5.24M | 0.0% | +59.9% | 0.036% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 6,172 | $324K | 0.0% | N/A | 0.002% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 39,204 | $2.06M | 0.1% | +31.2% | 0.014% | |
| 4/18/2025 | GSB Wealth Management LLC | 31,764 | $1.67M | 0.4% | -7.0% | 0.011% | |
| 4/17/2025 | NBT Bank N A NY | 6,382 | $335K | 0.0% | -6.2% | 0.002% | |
| 4/17/2025 | Vicus Capital | 14,105 | $741K | 0.1% | +5.4% | 0.005% | |
| 4/17/2025 | Highline Wealth Partners LLC | 137,223 | $7.21M | 2.4% | -10.3% | 0.049% | |
| 4/17/2025 | Montecito Bank & Trust | 38,343 | $2.01M | 0.4% | +4.0% | 0.014% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 693,730 | $36.44M | 0.1% | +5.0% | 0.245% | |
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| 4/17/2025 | Rebalance LLC | 156,615 | $8.23M | 0.6% | -11.2% | 0.055% | |
| 4/17/2025 | Asio Capital LLC | 114,900 | $6.04M | 1.2% | -0.7% | 0.041% | |
| 4/15/2025 | Exchange Bank | 7,672 | $403K | 0.3% | N/A | 0.003% | |
| 4/14/2025 | Farther Finance Advisors LLC | 90,080 | $4.72M | 0.1% | +421.4% | 0.032% | |
| 4/14/2025 | NewSquare Capital LLC | 5,318 | $279K | 0.0% | -98.3% | 0.002% | |
| 4/14/2025 | Tilia Fiduciary Partners Inc. | 17,102 | $898K | 0.6% | +2.5% | 0.006% | |
| 4/11/2025 | City State Bank | 84,765 | $4.45M | 1.5% | +3.4% | 0.030% | |
| 4/9/2025 | ETF Portfolio Partners Inc. | 27,011 | $1.42M | 0.4% | -1.6% | 0.009% | |
| 4/9/2025 | NBC Securities Inc. | 2,324 | $122K | 0.0% | +116,100.0% | 0.001% | |
| 4/8/2025 | Parallel Advisors LLC | 3,035 | $159K | 0.0% | +11.0% | 0.001% | |
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