| 8/6/2025 | Quadrant Private Wealth Management LLC | 189,656 | $5.98M | 1.2% | +2.1% | 0.083% | |
| 8/6/2025 | Texas Yale Capital Corp. | 16,925 | $520K | 0.0% | N/A | 0.007% | |
| 8/6/2025 | Ethos Financial Group LLC | 132,051 | $4.14M | 0.4% | +17.3% | 0.057% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 3,300 | $101K | 0.0% | N/A | 0.001% | |
| 8/6/2025 | First Horizon Advisors Inc. | 2,192 | $67K | 0.0% | +319.1% | 0.001% | |
| 8/5/2025 | Magnolia Capital Advisors LLC | 176,931 | $5.44M | 1.4% | -2.5% | 0.077% | |
| 8/5/2025 | Fullcircle Wealth LLC | 38,220 | $1.19M | 0.4% | +26.5% | 0.017% | |
| 8/5/2025 | Bank of Montreal Can | 62,232 | $1.91M | 0.0% | +40.8% | 0.027% | |
| 8/4/2025 | Amplius Wealth Advisors LLC | 528,412 | $16.25M | 1.5% | +3.2% | 0.230% | |
| 8/4/2025 | Mesirow Financial Investment Management Inc. | 26,195 | $805K | 0.0% | +112.6% | 0.011% | |
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| 8/4/2025 | Simon Quick Advisors LLC | 15,444 | $475K | 0.0% | +6.0% | 0.007% | |
| 8/4/2025 | Prairie Wealth Advisors Inc. | 130,189 | $4.10M | 1.8% | -1.4% | 0.057% | |
| 8/4/2025 | Muzinich & Co. Inc. | 646,277 | $19.87M | 8.6% | +41.8% | 0.281% | |
| 8/4/2025 | FRG Family Wealth Advisors LLC | 15,130 | $465K | 0.1% | -9.0% | 0.007% | |
| 8/4/2025 | Spire Wealth Management | 1,467 | $45K | 0.0% | +109.6% | 0.001% | |
| 8/4/2025 | Arkadios Wealth Advisors | 8,846 | $272K | 0.0% | N/A | 0.004% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 8,316 | $256K | 0.0% | +8.4% | 0.004% | |
| 8/1/2025 | Rossby Financial LCC | 1,722 | $53K | 0.0% | -22.4% | 0.001% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 36,596 | $1.13M | 0.0% | N/A | 0.016% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 148,660 | $4.57M | 0.3% | -41.6% | 0.065% | |
| 8/1/2025 | Bessemer Group Inc. | 14,866 | $457K | 0.0% | N/A | 0.006% | |
| 8/1/2025 | CCLA Investment Management | 2,260,833 | $69.45M | 0.1% | -29.7% | 0.984% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 22,790 | $701K | 0.1% | -12.3% | 0.010% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 341,892 | $10.51M | 0.0% | +61.3% | 0.149% | |
| 7/31/2025 | Perissos Private Wealth Management LLC | 320,942 | $9.87M | 7.8% | +6.6% | 0.140% | |
| 7/31/2025 | Whipplewood Advisors LLC | 25,370 | $780K | 0.4% | +8,300.7% | 0.011% | |
| 7/31/2025 | Brighton Jones LLC | 12,369 | $380K | 0.0% | N/A | 0.005% | |
| 7/31/2025 | MQS Management LLC | 24,094 | $741K | 0.4% | +222.6% | 0.010% | |
| 7/31/2025 | Leavell Investment Management Inc. | 75,072 | $2.37M | 0.1% | +1.8% | 0.033% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 572,136 | $17.59M | 0.0% | +26.6% | 0.249% | |
| 7/30/2025 | Bleakley Financial Group LLC | 32,720 | $1.01M | 0.0% | +15.1% | 0.014% | |
| 7/30/2025 | Denali Advisors LLC | 303,781 | $9.34M | 1.0% | -2.3% | 0.132% | |
| 7/30/2025 | Klingman & Associates LLC | 10,700 | $329K | 0.0% | -22.0% | 0.005% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 56,423 | $1.74M | 0.1% | -24.8% | 0.025% | |
| 7/29/2025 | FLC Capital Advisors | 14,715 | $452K | 0.1% | +2.8% | 0.006% | |
| 7/29/2025 | Joseph P. Lucia & Associates LLC | 44,739 | $1.38M | 0.6% | +7.8% | 0.019% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 18,453 | $567K | 0.0% | +7.8% | 0.008% | |
| 7/29/2025 | Private Trust Co. NA | 4,060 | $125K | 0.0% | +19.8% | 0.002% | |
| 7/29/2025 | Activest Wealth Management | 107,973 | $3.32M | 0.8% | +5.9% | 0.047% | |
| 7/28/2025 | Fairman Group LLC | 1,451 | $46K | 0.0% | -51.2% | 0.001% | |
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| 7/28/2025 | Generali Asset Management SPA SGR | 2,011,704 | $61.86M | 1.4% | +2.0% | 0.876% | |
| 7/28/2025 | Naviter Wealth LLC | 157,347 | $4.96M | 0.6% | +6.7% | 0.069% | |
| 7/25/2025 | Griffin Asset Management Inc. | 30,311 | $932K | 0.1% | +5.4% | 0.013% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 24,000 | $738K | 0.1% | N/A | 0.010% | |
| 7/25/2025 | Acorn Creek Capital LLC | 11,783 | $362K | 0.2% | -53.6% | 0.005% | |
| 7/25/2025 | Tranquility Partners LLC | 187,981 | $5.78M | 2.1% | +1.0% | 0.082% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 14,420 | $443K | 0.0% | N/A | 0.006% | |
| 7/25/2025 | GFS Advisors LLC | 69,700 | $2.14M | 0.3% | +16.1% | 0.030% | |
| 7/25/2025 | Apollon Wealth Management LLC | 20,454 | $629K | 0.0% | +10.3% | 0.009% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 16,476 | $507K | 0.4% | -4.0% | 0.007% | |
| 7/24/2025 | Aberdeen Group plc | 178,910 | $5.49M | 0.0% | -1.8% | 0.078% | |
| 7/24/2025 | Monument Capital Management | 9,867 | $303K | 0.1% | -5.5% | 0.004% | |
| 7/24/2025 | Shikiar Asset Management Inc. | 345,165 | $10.61M | 3.0% | -3.3% | 0.150% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 54,968 | $1.69M | 0.1% | +1.0% | 0.024% | |
| 7/24/2025 | IFP Advisors Inc | 26,529 | $816K | 0.0% | +69.9% | 0.012% | |
| 7/24/2025 | Blair William & Co. IL | 105,047 | $3.23M | 0.0% | -2.3% | 0.046% | |
| 7/24/2025 | Columbia Advisory Partners LLC | 40,620 | $1.25M | 0.9% | -21.9% | 0.018% | |
| 7/23/2025 | Columbus Macro LLC | 278,395 | $8.56M | 1.1% | +85.1% | 0.121% | |
| 7/23/2025 | MADDEN SECURITIES Corp | 99,250 | $3.05M | 1.0% | +9.3% | 0.043% | |
| 7/23/2025 | SteelPeak Wealth LLC | 18,452 | $567K | 0.0% | +4.2% | 0.008% | |
| 7/23/2025 | Elm3 Financial Group LLC | 53,667 | $1.65M | 1.4% | -8.9% | 0.023% | |
| 7/22/2025 | Grimes & Company Inc. | 8,561 | $263K | 0.0% | -28.8% | 0.004% | |
| 7/22/2025 | Wealthcare Capital Partners LLC | 14,107 | $434K | 0.2% | -10.7% | 0.006% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 111,649 | $3.43M | 0.1% | +47.6% | 0.049% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,858 | $149K | 0.0% | -86.8% | 0.002% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 34,400 | $1.06M | 0.0% | +201.5% | 0.015% | |
| 7/18/2025 | QTR Family Wealth LLC | 81,970 | $2.52M | 1.6% | -0.8% | 0.036% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 74,326 | $2.29M | 0.3% | -1.0% | 0.032% | |
| 7/18/2025 | Generali Investments CEE investicni spolecnost a.s. | 58,681 | $1.80M | 0.1% | +3.5% | 0.026% | |
| 7/18/2025 | Cooper Financial Group | 10,015 | $308K | 0.0% | +10.3% | 0.004% | |
| 7/18/2025 | Truist Financial Corp | 32,995 | $1.02M | 0.0% | +1.4% | 0.014% | |
| 7/18/2025 | Union Bancaire Privee UBP SA | 41,168 | $1.29M | 0.0% | +5.1% | 0.018% | |
| 7/17/2025 | Kavar Capital Partners Group LLC | 40,435 | $1.24M | 0.2% | N/A | 0.018% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 205,172 | $6.31M | 0.0% | -5.6% | 0.089% | |
| 7/17/2025 | Sound Income Strategies LLC | 1,280,778 | $39.38M | 2.3% | +9.3% | 0.558% | |
| 7/17/2025 | Sonora Investment Management Group LLC | 60,119 | $1.85M | 0.1% | +25.2% | 0.026% | |
| 7/17/2025 | Guyasuta Investment Advisors Inc. | 30,000 | $922K | 0.1% | -23.3% | 0.013% | |
| 7/16/2025 | Ascent Capital Management LLC | 23,730 | $730K | 0.6% | +2.6% | 0.010% | |
| 7/16/2025 | ORG Partners LLC | 13,725 | $412K | 0.1% | +102.9% | 0.006% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 390,129 | $12.00M | 1.6% | -1.0% | 0.170% | |
| 7/16/2025 | Embree Financial Group | 186,012 | $5.72M | 0.9% | -5.5% | 0.081% | |
| 7/16/2025 | Register Financial Advisors LLC | 77,636 | $2.39M | 1.0% | +4.0% | 0.034% | |
| 7/16/2025 | Perigon Wealth Management LLC | 42,054 | $1.29M | 0.0% | +4.4% | 0.018% | |
| 7/16/2025 | Magnus Financial Group LLC | 30,733 | $945K | 0.1% | +3.4% | 0.013% | |
| 7/15/2025 | BigSur Wealth Management LLC | 121,979 | $3.85M | 1.0% | -0.3% | 0.053% | |
| 7/15/2025 | North Star Investment Management Corp. | 3,810 | $117K | 0.0% | -13.3% | 0.002% | |
| 7/14/2025 | LaFleur & Godfrey LLC | 189,085 | $5.81M | 0.7% | +15.2% | 0.082% | |
| 7/14/2025 | Border to Coast Pensions Partnership Ltd | 475,000 | $14.61M | 0.3% | +5.6% | 0.207% | |
| 7/11/2025 | Farther Finance Advisors LLC | 7,815 | $240K | 0.0% | +36.7% | 0.003% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 8,402 | $258K | 0.0% | -8.2% | 0.004% | |
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| 7/11/2025 | TCV Trust & Wealth Management Inc. | 10,510 | $323K | 0.0% | N/A | 0.005% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 202,185 | $6.23M | 0.0% | N/A | 0.088% | |
| 7/10/2025 | CWC Advisors LLC. | 160,104 | $4.92M | 2.5% | +2.7% | 0.070% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 30,556 | $940K | 0.1% | -2.6% | 0.013% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 45,752 | $1.43M | 0.0% | +2.6% | 0.020% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 149,005 | $4.58M | 0.2% | +2.0% | 0.065% | |
| 7/9/2025 | Triumph Capital Management | 22,251 | $684K | 0.2% | -28.3% | 0.010% | |
| 7/7/2025 | Delphi Management Inc. MA | 43,690 | $1.34M | 1.3% | -2.4% | 0.019% | |
| 7/7/2025 | Taylor & Morgan Wealth Management LLC | 24,282 | $747K | 0.5% | -3.4% | 0.011% | |
| 7/1/2025 | Confluence Investment Management LLC | 185,700 | $5.71M | 0.1% | +147.1% | 0.081% | |
