| 8/8/2025 | Tortoise Investment Management LLC | 63,838 | $625K | 0.1% | +2.0% | 0.017% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 177,841 | $1.74M | 0.0% | +0.8% | 0.048% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 149,956 | $1.47M | 0.0% | +33.0% | 0.041% | |
| 8/8/2025 | Cetera Investment Advisers | 1,440,398 | $14.10M | 0.0% | +4.6% | 0.389% | |
| 8/8/2025 | Creative Planning | 243,060 | $2.38M | 0.0% | +84.7% | 0.066% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 411,719 | $4.03M | 0.1% | +2.9% | 0.111% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 22,000 | $215K | 0.0% | +74.1% | 0.006% | |
| 8/8/2025 | Westbourne Investment Advisors Inc. | 68,700 | $673K | 0.2% | N/A | 0.019% | |
| 8/7/2025 | Verus Capital Partners LLC | 125,832 | $1.23M | 0.1% | +87.9% | 0.034% | |
| 8/7/2025 | Midwest Trust Co | 23,194 | $227K | 0.0% | N/A | 0.006% | |
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| 8/7/2025 | Sound View Wealth Advisors Group LLC | 221,829 | $2.17M | 0.2% | -3.7% | 0.060% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 23,628 | $231K | 0.0% | N/A | 0.006% | |
| 8/5/2025 | Sigma Planning Corp | 69,695 | $683K | 0.0% | +8.8% | 0.019% | |
| 8/5/2025 | TIAA Trust National Association | 14,283 | $140K | 0.0% | +11.7% | 0.004% | |
| 8/5/2025 | Lifeworks Advisors LLC | 15,019 | $147K | 0.0% | -9.2% | 0.004% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 11,299 | $111K | 0.0% | -17.3% | 0.003% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 1,299,663 | $12.72M | 1.8% | +5.7% | 0.351% | |
| 8/4/2025 | Kovack Advisors Inc. | 54,880 | $537K | 0.1% | +4.7% | 0.015% | |
| 8/4/2025 | IFG Advisory LLC | 37,697 | $369K | 0.0% | N/A | 0.010% | |
| 8/1/2025 | GWN Securities Inc. | 24,446 | $239K | 0.0% | N/A | 0.007% | |
| 8/1/2025 | Brookwood Investment Group LLC | 15,730 | $154K | 0.0% | N/A | 0.004% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 136,535 | $1.34M | 0.0% | +13.3% | 0.037% | |
| 7/30/2025 | Roman Butler Fullerton & Co. | 34,739 | $341K | 0.1% | -15.1% | 0.009% | |
| 7/30/2025 | Brookstone Capital Management | 61,957 | $607K | 0.0% | +9.7% | 0.017% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 94,323 | $923K | 0.1% | -3.3% | 0.025% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 242,374 | $2.37M | 0.1% | -1.5% | 0.066% | |
| 7/28/2025 | Wealthspan Partners LLC | 20,882 | $204K | 0.1% | -5.6% | 0.006% | |
| 7/28/2025 | Harbour Investments Inc. | 59,228 | $580K | 0.0% | +7.6% | 0.016% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 30,788 | $302K | 0.0% | -65.4% | 0.008% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 63,136 | $618K | 0.0% | +63.5% | 0.017% | |
| 7/25/2025 | Apollon Wealth Management LLC | 786,903 | $7.70M | 0.2% | -1.0% | 0.213% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 62,834 | $615K | 0.1% | -6.8% | 0.017% | |
| 7/22/2025 | MAS Advisors LLC | 62,171 | $609K | 1.0% | +3.8% | 0.017% | |
| 7/22/2025 | DAVENPORT & Co LLC | 120,826 | $1.18M | 0.0% | -1.7% | 0.033% | |
| 7/22/2025 | Global Assets Advisory LLC | 11,995 | $117K | 0.0% | +11.6% | 0.003% | |
| 7/21/2025 | Stock Yards Bank & Trust Co. | 105,716 | $1.04M | 0.0% | +5.8% | 0.029% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,800 | $27K | 0.0% | N/A | 0.001% | |
| 7/18/2025 | Chelsea Counsel Co. | 8,300 | $82K | 0.0% | N/A | 0.002% | |
| 7/18/2025 | PFG Investments LLC | 59,721 | $585K | 0.0% | +7.5% | 0.016% | |
| 7/18/2025 | Truist Financial Corp | 96,139 | $941K | 0.0% | +12.8% | 0.026% | |
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| 7/17/2025 | HB Wealth Management LLC | 64,633 | $633K | 0.0% | +7.3% | 0.017% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 388,746 | $3.81M | 0.0% | +1.8% | 0.105% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 10,594 | $104K | 0.0% | N/A | 0.003% | |
| 7/16/2025 | Owen LaRue LLC | 359,822 | $3.52M | 1.5% | +46.5% | 0.097% | |
| 7/15/2025 | Shulman DeMeo Asset Management LLC | 104,625 | $1.02M | 0.3% | -1.6% | 0.028% | |
| 7/15/2025 | Kentucky Trust Co | 653,751 | $6.40M | 3.7% | +1.6% | 0.177% | |
| 7/15/2025 | Accurate Wealth Management LLC | 21,689 | $210K | 0.0% | -6.2% | 0.006% | |
| 7/15/2025 | Main Street Group LTD | 17,068 | $167K | 0.1% | -21.1% | 0.005% | |
| 7/15/2025 | Bay Capital Advisors LLC | 11,400 | $112K | 0.1% | -9.5% | 0.003% | |
| 7/15/2025 | GSB Wealth Management LLC | 270,974 | $2.65M | 0.6% | -1.0% | 0.073% | |
| 7/14/2025 | Gries Financial LLC | 14,696 | $144K | 0.0% | -7.0% | 0.004% | |
| 7/11/2025 | Farther Finance Advisors LLC | 32,434 | $318K | 0.0% | +4.0% | 0.009% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 21,417 | $210K | 0.0% | +12.9% | 0.006% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 6,488 | $64K | 0.0% | N/A | 0.002% | |
| 7/10/2025 | Contravisory Investment Management Inc. | 62,500 | $612K | 0.1% | -30.9% | 0.017% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 61,688 | $603K | 0.0% | -9.8% | 0.017% | |
| 7/10/2025 | American Financial Advisors LLC | 549,861 | $5.38M | 0.8% | -8.6% | 0.149% | |
| 6/2/2025 | Modern Wealth Management LLC | 14,699 | $145K | 0.0% | -10.3% | 0.004% | |
| 5/27/2025 | Jacobi Capital Management LLC | 30,671 | $303K | 0.0% | +42.6% | 0.008% | |
| 5/20/2025 | Integrity Alliance LLC. | 15,248 | $151K | 0.0% | N/A | 0.004% | |
| 5/19/2025 | Smith Asset Management Co. LLC | 423,516 | $4.19M | 3.9% | N/A | 0.114% | |
| 5/16/2025 | National Wealth Management Group LLC | 20,596 | $204K | 0.1% | N/A | 0.006% | |
| 5/15/2025 | GW Henssler & Associates Ltd. | 17,235 | $170K | 0.0% | N/A | 0.005% | |
| 5/15/2025 | Royal Bank of Canada | 2,538,820 | $25.11M | 0.0% | +19.6% | 0.686% | |
| 5/15/2025 | Calton & Associates Inc. | 20,985 | $208K | 0.0% | N/A | 0.006% | |
| 5/15/2025 | Baird Financial Group Inc. | 1,648,916 | $16.31M | 0.0% | +4.9% | 0.446% | |
| 5/15/2025 | Tortoise Investment Management LLC | 62,569 | $619K | 0.1% | +1.8% | 0.017% | |
| 5/14/2025 | CreativeOne Wealth LLC | 27,912 | $276K | 0.0% | +38.2% | 0.008% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 23,330 | $231K | 0.0% | N/A | 0.006% | |
| 5/14/2025 | Comerica Bank | 32,183 | $318K | 0.0% | +36.0% | 0.009% | |
| 5/14/2025 | Kestra Advisory Services LLC | 85,554 | $846K | 0.0% | -37.9% | 0.023% | |
| 5/14/2025 | MAS Advisors LLC | 59,917 | $593K | 0.9% | -19.5% | 0.016% | |
| 5/14/2025 | Monetary Management Group Inc. | 55,200 | $546K | 0.1% | -3.5% | 0.015% | |
| 5/13/2025 | Raymond James Financial Inc. | 913,204 | $9.03M | 0.0% | +4.1% | 0.247% | |
| 5/13/2025 | Cresset Asset Management LLC | 40,641 | $405K | 0.0% | -4.3% | 0.011% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 13,375 | $132K | 0.0% | N/A | 0.004% | |
| 5/13/2025 | HighTower Advisors LLC | 31,597 | $312K | 0.0% | -11.8% | 0.009% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 42,388 | $419K | 0.0% | -9.0% | 0.011% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 29,456 | $283K | 0.0% | N/A | 0.008% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 88,945 | $881K | 0.0% | +8.5% | 0.024% | |
| 5/9/2025 | Bravias Capital Group LLC | 22,228 | $220K | 0.2% | -6.0% | 0.006% | |
| 5/9/2025 | Scotia Capital Inc. | 136,130 | $1.35M | 0.0% | +1.2% | 0.037% | |
| 5/8/2025 | Harbour Investments Inc. | 55,047 | $544K | 0.0% | +90.3% | 0.015% | |
| 5/8/2025 | Sound View Wealth Advisors Group LLC | 230,459 | $2.28M | 0.2% | -13.4% | 0.062% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 17,753 | $176K | 0.0% | N/A | 0.005% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 882,284 | $8.73M | 0.7% | +83.2% | 0.238% | |
| 5/7/2025 | Indie Asset Partners LLC | 48,000 | $475K | 0.4% | -8.5% | 0.013% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 7,911 | $78K | 0.1% | N/A | 0.002% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 400,132 | $3.96M | 0.1% | +5.1% | 0.108% | |
| 5/7/2025 | LPL Financial LLC | 2,298,467 | $22.73M | 0.0% | +4.4% | 0.621% | |
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| 5/7/2025 | Semus Wealth Partners LLC | 13,752 | $136K | 0.1% | -23.1% | 0.004% | |
| 5/7/2025 | HB Wealth Management LLC | 60,212 | $595K | 0.0% | +10.7% | 0.016% | |
| 5/6/2025 | Cetera Investment Advisers | 1,377,023 | $13.62M | 0.0% | +9.0% | 0.372% | |
| 5/6/2025 | Arlington Capital Management Inc. | 41,185 | $407K | 0.3% | -50.2% | 0.011% | |
| 5/6/2025 | Lifeworks Advisors LLC | 16,534 | $164K | 0.0% | +10.1% | 0.004% | |
| 5/6/2025 | Kovack Advisors Inc. | 52,405 | $518K | 0.1% | +4.1% | 0.014% | |
| 5/6/2025 | Choreo LLC | 19,763 | $197K | 0.0% | N/A | 0.005% | |
| 5/5/2025 | Gries Financial LLC | 15,806 | $156K | 0.0% | N/A | 0.004% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 191,133 | $1.89M | 0.1% | -75.1% | 0.052% | |
| 5/5/2025 | IFP Advisors Inc | 5,931 | $59K | 0.0% | +25.6% | 0.002% | |
