| 8/1/2025 | Lipe & Dalton | 120,392 | $7.45M | 4.0% | -2.8% | 0.007% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 335,786 | $20.77M | 1.1% | -1.0% | 0.020% | |
| 8/1/2025 | Oak Grove Capital LLC | 237,940 | $14.72M | 2.4% | -47.3% | 0.014% | |
| 8/1/2025 | Bessemer Group Inc. | 4,828,867 | $298.67M | 0.5% | -0.3% | 0.293% | |
| 8/1/2025 | Hikari Power Ltd | 7,500 | $464K | 0.0% | -25.0% | 0.000% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,701,374 | $105.22M | 0.0% | -1.8% | 0.103% | |
| 7/31/2025 | Wealthfront Advisers LLC | 3,396 | $210K | 0.0% | N/A | 0.000% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 106,819 | $6.61M | 0.1% | +0.2% | 0.006% | |
| 7/31/2025 | Mcdonald Capital Investors Inc. CA | 1,941,092 | $120.06M | 7.5% | -3.1% | 0.118% | |
| 7/31/2025 | Graybill Wealth Management LTD. | 136,691 | $8.45M | 2.8% | +1.0% | 0.008% | |
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| 7/31/2025 | Rational Advisors Inc. | 25,500 | $1.58M | 0.2% | N/A | 0.002% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 11,287 | $698K | 0.0% | +9.4% | 0.001% | |
| 7/31/2025 | Lee Danner & Bass Inc. | 110,284 | $6.82M | 0.5% | -4.8% | 0.007% | |
| 7/31/2025 | Blue Sky Capital Consultants Group Inc. | 112,027 | $6.93M | 3.5% | +21.0% | 0.007% | |
| 7/31/2025 | Jackson Hole Capital Partners LLC | 53,056 | $3.28M | 0.6% | +5.1% | 0.003% | |
| 7/31/2025 | Strata Wealth Advisors LLC | 4,256 | $263K | 0.1% | -70.6% | 0.000% | |
| 7/30/2025 | Cornerstone Advisory LLC | 14,475 | $895K | 0.1% | -33.9% | 0.001% | |
| 7/30/2025 | Bleakley Financial Group LLC | 24,518 | $1.52M | 0.0% | +2.2% | 0.001% | |
| 7/30/2025 | Principle Wealth Partners LLC | 3,425 | $212K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Ethic Inc. | 4,019 | $248K | 0.0% | -16.3% | 0.000% | |
| 7/30/2025 | Meadow Creek Wealth Advisors LLC | 6,532 | $404K | 0.3% | -3.2% | 0.000% | |
| 7/30/2025 | Denali Advisors LLC | 23,687 | $1.47M | 0.2% | -5.1% | 0.001% | |
| 7/30/2025 | D.A. Davidson & CO. | 3,266 | $202K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Schwartz Investment Counsel Inc. | 346,395 | $21.43M | 0.7% | +0.5% | 0.021% | |
| 7/30/2025 | DekaBank Deutsche Girozentrale | 244,684 | $15.40M | 0.0% | +3.7% | 0.015% | |
| 7/30/2025 | Canvas Wealth Advisors LLC | 3,168 | $214K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 2,653 | $164K | 0.0% | -88.6% | 0.000% | |
| 7/30/2025 | Lorne Steinberg Wealth Management Inc. | 102,407 | $6.34M | 1.7% | +0.9% | 0.006% | |
| 7/30/2025 | Asset Management Advisors LLC | 228,403 | $14.13M | 9.5% | -0.2% | 0.014% | |
| 7/29/2025 | Stephens Inc. AR | 6,876 | $425K | 0.0% | +10.9% | 0.000% | |
| 7/29/2025 | Cidel Asset Management Inc. | 8,270 | $511K | 0.0% | -53.1% | 0.001% | |
| 7/29/2025 | Salomon & Ludwin LLC | 992 | $62K | 0.0% | N/A | 0.000% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 289,422 | $19.62M | 0.6% | -0.5% | 0.018% | |
| 7/29/2025 | Schubert & Co | 10,509 | $650K | 0.5% | -17.6% | 0.001% | |
| 7/29/2025 | Carmel Capital Partners LLC | 42,687 | $2.64M | 0.9% | +0.8% | 0.003% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 10,323 | $639K | 0.0% | +8.3% | 0.001% | |
| 7/29/2025 | Koa Wealth Management LLC | 24,880 | $1.54M | 1.2% | -0.9% | 0.002% | |
| 7/29/2025 | WCM Investment Management LLC | 80,161 | $4.94M | 0.0% | +0.5% | 0.005% | |
| 7/28/2025 | Omnia Family Wealth LLC | 3,374 | $208K | 0.1% | N/A | 0.000% | |
| 7/28/2025 | Allianz Asset Management GmbH | 42,662 | $2.64M | 0.0% | -45.7% | 0.003% | |
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| 7/28/2025 | Bridges Investment Management Inc. | 27,965 | $1.73M | 0.0% | -0.8% | 0.002% | |
| 7/28/2025 | Callahan Advisors LLC | 480,998 | $29.75M | 2.7% | +1.6% | 0.029% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 1,543 | $95K | 0.0% | -14.5% | 0.000% | |
| 7/28/2025 | Generali Asset Management SPA SGR | 96,430 | $5.96M | 0.1% | +33.9% | 0.006% | |
| 7/28/2025 | Tuttle Capital Management LLC | 10,726 | $663K | 2.7% | +15.0% | 0.001% | |
| 7/28/2025 | Ritholtz Wealth Management | 48,001 | $2.97M | 0.1% | -1.9% | 0.003% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 5,556 | $344K | 0.0% | N/A | 0.000% | |
| 7/28/2025 | TD Asset Management Inc | 24,496,650 | $1.51B | 1.3% | -0.4% | 1.486% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 11,269 | $697K | 0.0% | -10.1% | 0.001% | |
| 7/25/2025 | NorthRock Partners LLC | 3,249 | $201K | 0.0% | N/A | 0.000% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 8,922 | $552K | 0.0% | +114.0% | 0.001% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 804,786 | $49.78M | 0.3% | -0.3% | 0.049% | |
| 7/25/2025 | Yousif Capital Management LLC | 18,949 | $1.17M | 0.0% | +7.6% | 0.001% | |
| 7/25/2025 | Montrusco Bolton Investments Inc. | 56,295 | $3.48M | 0.0% | -22.0% | 0.003% | |
| 7/25/2025 | Griffin Asset Management Inc. | 5,600 | $346K | 0.0% | -12.2% | 0.000% | |
| 7/25/2025 | MGO One Seven LLC | 43,186 | $2.67M | 0.1% | +2.9% | 0.003% | |
| 7/25/2025 | Emeth Value Capital LLC | 383,132 | $23.70M | 21.1% | -8.4% | 0.023% | |
| 7/25/2025 | Maestria Partners LLC | 536,792 | $33.20M | 11.5% | -5.7% | 0.033% | |
| 7/25/2025 | Check Capital Management Inc. CA | 2,943,591 | $182.06M | 6.2% | -1.7% | 0.179% | |
| 7/25/2025 | Lawson Kroeker Investment Management Inc. NE | 176,144 | $10.90M | 2.0% | -3.2% | 0.011% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 50,355 | $3.12M | 0.0% | +10.8% | 0.003% | |
| 7/25/2025 | Lincluden Management Ltd. | 591,215 | $36.56M | 4.0% | -5.6% | 0.036% | |
| 7/25/2025 | Sather Financial Group Inc | 1,428,872 | $88.38M | 5.2% | -2.8% | 0.087% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 3,688 | $228K | 0.0% | N/A | 0.000% | |
| 7/25/2025 | Manitou Investment Management Ltd. | 56,096 | $3.47M | 0.7% | +3.9% | 0.003% | |
| 7/25/2025 | Stonehage Fleming Financial Services Holdings Ltd | 1,395 | $86K | 0.0% | N/A | 0.000% | |
| 7/25/2025 | Apollon Wealth Management LLC | 34,544 | $2.14M | 0.0% | +131.0% | 0.002% | |
| 7/24/2025 | Louisbourg Investments Inc. | 122,846 | $7.59M | 1.7% | -11.6% | 0.007% | |
| 7/24/2025 | Davis Rea LTD. | 113,840 | $7.02M | 1.7% | -1.1% | 0.007% | |
| 7/24/2025 | Blue Zone Wealth Advisors LLC | 159,170 | $9.85M | 2.5% | +0.4% | 0.010% | |
| 7/24/2025 | PDS Planning Inc | 6,400 | $396K | 0.0% | +17.8% | 0.000% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 3,363 | $208K | 0.0% | N/A | 0.000% | |
| 7/24/2025 | Baskin Financial Services Inc. | 919,385 | $56.90M | 4.3% | +0.1% | 0.056% | |
| 7/24/2025 | Callan Family Office LLC | 17,395 | $1.08M | 0.0% | +124.4% | 0.001% | |
| 7/24/2025 | Blair William & Co. IL | 136,114 | $8.42M | 0.0% | +21.3% | 0.008% | |
| 7/24/2025 | US Bancorp DE | 48,049 | $2.97M | 0.0% | +6.6% | 0.003% | |
| 7/24/2025 | Tandem Capital Management Corp ADV | 38,047 | $2.35M | 1.2% | -7.1% | 0.002% | |
| 7/23/2025 | Values Added Financial LLC | 4,500 | $278K | 0.1% | -18.9% | 0.000% | |
| 7/23/2025 | Maryland State Retirement & Pension System | 128,710 | $7.97M | 0.2% | +1.5% | 0.008% | |
| 7/23/2025 | Fortis Advisors LLC | 7,900 | $489K | 0.3% | -9.7% | 0.000% | |
| 7/23/2025 | Triasima Portfolio Management inc. | 264,943 | $16.37M | 3.0% | -28.5% | 0.016% | |
| 7/23/2025 | Venturi Wealth Management LLC | 30,349 | $1.76M | 0.1% | +32.7% | 0.002% | |
| 7/23/2025 | Shell Asset Management Co. | 53,329 | $3.29M | 0.1% | -2.1% | 0.003% | |
| 7/23/2025 | Roundview Capital LLC | 71,138 | $4.40M | 0.3% | N/A | 0.004% | |
| 7/23/2025 | Mraz Amerine & Associates Inc. | 229,848 | $14.22M | 2.3% | +5.3% | 0.014% | |
| 7/22/2025 | Rochester Wealth Strategies LLC | 7,825 | $484K | 0.3% | +3.0% | 0.000% | |
| 7/22/2025 | Capital Advisors Inc. OK | 811,748 | $50.21M | 0.9% | +3.0% | 0.049% | |
| 7/22/2025 | Belpointe Asset Management LLC | 4,387 | $271K | 0.0% | +8.4% | 0.000% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 16,659 | $1.03M | 0.2% | +16.4% | 0.001% | |
| 7/22/2025 | Fenimore Asset Management Inc | 2,592,645 | $160.36M | 3.2% | -0.2% | 0.157% | |
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| 7/22/2025 | Sendero Wealth Management LLC | 5,246 | $324K | 0.0% | +25.8% | 0.000% | |
| 7/22/2025 | DAVENPORT & Co LLC | 9,071,969 | $559.95M | 3.1% | -0.3% | 0.550% | |
| 7/22/2025 | Marks Group Wealth Management Inc | 16,537 | $1.02M | 0.1% | +3.5% | 0.001% | |
| 7/22/2025 | Grimes & Company Inc. | 3,450 | $213K | 0.0% | N/A | 0.000% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 6,254 | $387K | 0.2% | -26.4% | 0.000% | |
| 7/22/2025 | Capricorn Fund Managers Ltd | 15,336 | $949K | 0.4% | N/A | 0.001% | |
| 7/22/2025 | LGT Fund Management Co Ltd. | 178,635 | $11.06M | 1.0% | -9.4% | 0.011% | |
| 7/21/2025 | QRG Capital Management Inc. | 4,735 | $293K | 0.0% | +13.1% | 0.000% | |
| 7/21/2025 | Ascent Group LLC | 3,719 | $230K | 0.0% | N/A | 0.000% | |
| 7/21/2025 | Phraction Management LLC | 29,915 | $1.85M | 0.6% | N/A | 0.002% | |
