| 7/22/2025 | Belpointe Asset Management LLC | 10,000 | $139K | 0.0% | -63.5% | 0.006% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 12,116 | $169K | 0.0% | +8.3% | 0.007% | |
| 7/22/2025 | Accel Wealth Management | 434,285 | $6.04M | 2.0% | +2.1% | 0.239% | |
| 7/22/2025 | Apexium Financial LP | 25,207 | $354K | 0.0% | +14.3% | 0.014% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 8,244 | $115K | 0.0% | N/A | 0.005% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 120,499 | $1.68M | 0.0% | -20.4% | 0.066% | |
| 7/18/2025 | TPG Advisors LLC | 26,095 | $363K | 0.3% | +15.1% | 0.014% | |
| 7/18/2025 | PFG Investments LLC | 598,332 | $8.32M | 0.5% | +1.5% | 0.329% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 128,837 | $1.79M | 0.2% | N/A | 0.071% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 15,036 | $209K | 0.0% | +9.5% | 0.008% | |
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| 7/18/2025 | Truist Financial Corp | 391,171 | $5.44M | 0.0% | +20.8% | 0.215% | |
| 7/17/2025 | C2C Wealth Management LLC | 82,100 | $1.14M | 1.0% | +13.7% | 0.045% | |
| 7/17/2025 | XML Financial LLC | 1,512,364 | $21.04M | 1.8% | +1.4% | 0.833% | |
| 7/17/2025 | Presper Financial Architects LLC | 55,325 | $770K | 0.6% | N/A | 0.030% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 63,609 | $885K | 0.0% | -15.4% | 0.035% | |
| 7/17/2025 | Covenant Asset Management LLC | 111,597 | $1.55M | 0.2% | +1.2% | 0.061% | |
| 7/16/2025 | Arlington Capital Management Inc. | 31,211 | $434K | 0.4% | N/A | 0.017% | |
| 7/15/2025 | Main Street Group LTD | 32,827 | $457K | 0.1% | +15.8% | 0.018% | |
| 7/14/2025 | Sowell Financial Services LLC | 10,399 | $145K | 0.0% | N/A | 0.006% | |
| 7/11/2025 | Farther Finance Advisors LLC | 7,735 | $108K | 0.0% | +31.6% | 0.004% | |
| 7/11/2025 | UMB Bank n.a. | 52,000 | $723K | 0.0% | N/A | 0.029% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 46,677 | $649K | 0.0% | +64.0% | 0.026% | |
| 7/10/2025 | Capital Advisory Group Advisory Services LLC | 39,376 | $548K | 0.2% | +7.3% | 0.022% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 258,527 | $3.60M | 0.1% | +10.1% | 0.142% | |
| 7/9/2025 | Triumph Capital Management | 115,161 | $1.60M | 0.5% | +107.4% | 0.063% | |
| 7/7/2025 | Accelerate Investment Advisors LLC | 38,493 | $535K | 0.4% | +48.4% | 0.021% | |
| 7/2/2025 | Capital Market Strategies LLC | 20,965 | $292K | 0.2% | N/A | 0.012% | |
| 5/20/2025 | Belpointe Asset Management LLC | 27,386 | $396K | 0.0% | -5.9% | 0.015% | |
| 5/20/2025 | Integrity Alliance LLC. | 99,460 | $1.44M | 0.1% | N/A | 0.055% | |
| 5/19/2025 | Jane Street Group LLC | 32,670 | $472K | 0.0% | N/A | 0.018% | |
| 5/19/2025 | Smith Asset Management Co. LLC | 167,163 | $2.42M | 2.3% | N/A | 0.092% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 5,415 | $78K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | Plotkin Financial Advisors LLC | 122,615 | $1.77M | 1.1% | +2.9% | 0.068% | |
| 5/16/2025 | NewEdge Advisors LLC | 88,471 | $1.28M | 0.0% | +2.5% | 0.049% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 14,468 | $209K | 0.0% | N/A | 0.008% | |
| 5/15/2025 | Royal Bank of Canada | 272,394 | $3.94M | 0.0% | +0.8% | 0.150% | |
| 5/15/2025 | MAI Capital Management | 3,300 | $48K | 0.0% | -64.4% | 0.002% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 83,701 | $1.21M | 0.5% | +3.2% | 0.046% | |
| 5/14/2025 | Apexium Financial LP | 22,052 | $320K | 0.0% | N/A | 0.012% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,739,460 | $25.15M | 0.0% | +10.8% | 0.958% | |
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| 5/14/2025 | Kestra Advisory Services LLC | 192,736 | $2.79M | 0.0% | -13.2% | 0.106% | |
| 5/14/2025 | Capital Analysts LLC | 19,555 | $283K | 0.0% | +50.0% | 0.011% | |
| 5/13/2025 | Raymond James Financial Inc. | 794,004 | $11.48M | 0.0% | +12.5% | 0.437% | |
| 5/13/2025 | HighTower Advisors LLC | 52,257 | $756K | 0.0% | +23.0% | 0.029% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 81,397 | $1.18M | 0.0% | -2.7% | 0.045% | |
| 5/12/2025 | Independent Advisor Alliance | 10,608 | $153K | 0.0% | -96.4% | 0.006% | |
| 5/12/2025 | Integrity Financial Corp WA | 39,507 | $576K | 0.3% | +16.2% | 0.022% | |
| 5/12/2025 | AlphaCore Capital LLC | 39,775 | $580K | 0.0% | N/A | 0.022% | |
| 5/12/2025 | Cresta Advisors Ltd. | 54,000 | $781K | 0.4% | +4.4% | 0.030% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 63,530 | $919K | 0.0% | -2.2% | 0.035% | |
| 5/9/2025 | Wealthspire Advisors LLC | 95,223 | $1.38M | 0.0% | +277.3% | 0.052% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 45,846 | $668K | 0.0% | +22.7% | 0.025% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,082,365 | $15.65M | 0.0% | +9.7% | 0.596% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 14,271 | $206K | 0.0% | +135.0% | 0.008% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 30,463 | $440K | 0.2% | +5.2% | 0.017% | |
| 5/7/2025 | Sheaff Brock Investment Advisors LLC | 10,126 | $146K | 0.0% | N/A | 0.006% | |
| 5/7/2025 | LPL Financial LLC | 2,450,532 | $35.44M | 0.0% | +9.6% | 1.349% | |
| 5/7/2025 | Semus Wealth Partners LLC | 14,803 | $214K | 0.1% | -18.4% | 0.008% | |
| 5/7/2025 | Cornerstone Advisory LLC | 10,000 | $138K | 0.0% | -9.1% | 0.006% | |
| 5/7/2025 | Objective Capital Management LLC | 44,014 | $636K | 0.8% | +2.1% | 0.024% | |
| 5/6/2025 | Assetmark Inc. | 2,919 | $42K | 0.0% | +360.4% | 0.002% | |
| 5/6/2025 | Cetera Investment Advisers | 1,439,621 | $20.82M | 0.0% | +58.1% | 0.793% | |
| 5/6/2025 | Elm3 Financial Group LLC | 99,634 | $1.44M | 1.3% | +15.5% | 0.055% | |
| 5/6/2025 | Wedbush Securities Inc. | 17,735 | $256K | 0.0% | +6.0% | 0.010% | |
| 5/6/2025 | Triumph Capital Management | 55,531 | $803K | 0.3% | +30.7% | 0.031% | |
| 5/6/2025 | SYM FINANCIAL Corp | 18,269 | $264K | 0.0% | -4.1% | 0.010% | |
| 5/6/2025 | Choreo LLC | 25,575 | $373K | 0.0% | -18.2% | 0.014% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 68,499 | $990K | 0.0% | +242.5% | 0.038% | |
| 5/5/2025 | IFP Advisors Inc | 2,247 | $32K | 0.0% | -86.2% | 0.001% | |
| 5/5/2025 | Covenant Asset Management LLC | 110,312 | $1.60M | 0.4% | +7.8% | 0.061% | |
| 5/5/2025 | Private Advisor Group LLC | 491,975 | $7.11M | 0.0% | +4.4% | 0.271% | |
| 5/5/2025 | Nwam LLC | 37,505 | $542K | 0.0% | -2.8% | 0.021% | |
| 5/5/2025 | Evergreen Wealth Management LLC | 318,128 | $4.60M | 2.7% | +6.1% | 0.175% | |
| 5/5/2025 | Hollencrest Capital Management | 42,866 | $620K | 0.0% | +3.9% | 0.024% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 10,966 | $159K | 0.0% | N/A | 0.006% | |
| 5/2/2025 | Sigma Planning Corp | 52,197 | $755K | 0.0% | +11.2% | 0.029% | |
| 5/2/2025 | Signaturefd LLC | 2,000 | $29K | 0.0% | N/A | 0.001% | |
| 5/1/2025 | Zullo Investment Group Inc. | 134,674 | $1.95M | 0.8% | +134.1% | 0.074% | |
| 5/1/2025 | Stephens Inc. AR | 10,200 | $147K | 0.0% | N/A | 0.006% | |
| 5/1/2025 | Diversify Wealth Management LLC | 43,955 | $601K | 0.0% | +59.3% | 0.024% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 449,754 | $6.50M | 0.2% | +1.1% | 0.248% | |
| 4/30/2025 | M&T Bank Corp | 125,022 | $1.81M | 0.0% | -2.6% | 0.069% | |
| 4/30/2025 | Alpha Cubed Investments LLC | 13,492 | $195K | 0.0% | +27.4% | 0.007% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 608,033 | $8.79M | 0.0% | +11.4% | 0.335% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 69,520 | $1.01M | 0.0% | +4.5% | 0.038% | |
| 4/28/2025 | D.A. Davidson & CO. | 31,517 | $456K | 0.0% | +25.0% | 0.017% | |
| 4/28/2025 | Private Trust Co. NA | 14,095 | $204K | 0.0% | +12.3% | 0.008% | |
| 4/25/2025 | Red Door Wealth Management LLC | 33,118 | $479K | 0.1% | -17.2% | 0.018% | |
| 4/25/2025 | Sovran Advisors LLC | 168,243 | $2.22M | 0.3% | +181.1% | 0.093% | |
| 4/24/2025 | Sunbelt Securities Inc. | 32,267 | $467K | 0.0% | +23.2% | 0.018% | |
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| 4/24/2025 | TPG Advisors LLC | 22,671 | $328K | 0.3% | +14.1% | 0.012% | |
| 4/23/2025 | Western Wealth Management LLC | 33,620 | $486K | 0.0% | -2.4% | 0.019% | |
| 4/23/2025 | Golden State Equity Partners | 176,332 | $2.55M | 0.5% | +1.3% | 0.097% | |
| 4/23/2025 | C2C Wealth Management LLC | 72,200 | $1.04M | 1.0% | +3.0% | 0.040% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 82,981 | $1.20M | 0.0% | +22.1% | 0.046% | |
| 4/22/2025 | XML Financial LLC | 1,491,197 | $21.56M | 2.0% | +2.4% | 0.821% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 454,333 | $6.57M | 0.0% | +4.3% | 0.250% | |
| 4/22/2025 | PFG Investments LLC | 589,725 | $8.53M | 0.5% | -3.4% | 0.325% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 13,730 | $199K | 0.0% | +6.7% | 0.008% | |
| 4/21/2025 | Accelerate Investment Advisors LLC | 25,937 | $375K | 0.3% | +78.7% | 0.014% | |
