| 8/26/2025 | Thrivent Financial for Lutherans | 96,076 | $3.14M | 0.0% | N/A | 0.165% | |
| 8/19/2025 | Pitcairn Co. | 742,155 | $24.24M | 1.6% | -28.9% | 1.273% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 3,948 | $129K | 0.0% | +171.7% | 0.007% | |
| 8/15/2025 | Corient Private Wealth LLC | 94,794 | $3.10M | 0.0% | +107.1% | 0.163% | |
| 8/15/2025 | Captrust Financial Advisors | 165,778 | $5.41M | 0.0% | -36.8% | 0.284% | |
| 8/15/2025 | WFA of San Diego LLC | 17,680 | $577K | 0.4% | N/A | 0.030% | |
| 8/15/2025 | Lantern Wealth Advisors LLC | 11,775 | $385K | 0.2% | N/A | 0.020% | |
| 8/15/2025 | MML Investors Services LLC | 28,516 | $931K | 0.0% | +2.9% | 0.049% | |
| 8/15/2025 | BBR Partners LLC | 23,341 | $762K | 0.0% | N/A | 0.040% | |
| 8/15/2025 | Bank of America Corp DE | 7,855,164 | $256.55M | 0.0% | +3.8% | 13.474% | |
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| 8/15/2025 | Ameriprise Financial Inc. | 224,478 | $7.33M | 0.0% | -2.7% | 0.385% | |
| 8/14/2025 | Raymond James Financial Inc. | 172,759 | $5.64M | 0.0% | -13.8% | 0.296% | |
| 8/14/2025 | NewEdge Advisors LLC | 343,391 | $11.22M | 0.1% | +2.0% | 0.589% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 2,196 | $72K | 0.0% | -53.0% | 0.004% | |
| 8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 386,673 | $12.63M | 0.5% | +41.4% | 0.663% | |
| 8/14/2025 | Cerity Partners LLC | 85,915 | $2.81M | 0.0% | -0.6% | 0.147% | |
| 8/13/2025 | Avestar Capital LLC | 9,363 | $306K | 0.0% | N/A | 0.016% | |
| 8/13/2025 | Baird Financial Group Inc. | 421,489 | $13.77M | 0.0% | -0.4% | 0.723% | |
| 8/13/2025 | IAG Wealth Partners LLC | 302,274 | $9.87M | 1.3% | -4.2% | 0.518% | |
| 8/13/2025 | VestGen Advisors LLC | 185,891 | $6.05M | 0.2% | -0.5% | 0.319% | |
| 8/13/2025 | Tobias Financial Advisors Inc. | 191,704 | $6.26M | 1.1% | -2.0% | 0.329% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 34,268 | $1.12M | 0.0% | -4.1% | 0.059% | |
| 8/13/2025 | Choreo LLC | 9,195 | $300K | 0.0% | N/A | 0.016% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 78,523 | $2.57M | 0.0% | -1.0% | 0.135% | |
| 8/12/2025 | Global Retirement Partners LLC | 23,718 | $775K | 0.0% | N/A | 0.041% | |
| 8/12/2025 | MAI Capital Management | 8,562 | $280K | 0.0% | -4.8% | 0.015% | |
| 8/12/2025 | JPMorgan Chase & Co. | 203,910 | $6.66M | 0.0% | -34.6% | 0.350% | |
| 8/11/2025 | HHM Wealth Advisors LLC | 72,779 | $2.38M | 0.3% | -8.1% | 0.125% | |
| 8/11/2025 | Western Wealth Management LLC | 16,043 | $524K | 0.0% | +23.0% | 0.028% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 51,780 | $1.69M | 0.0% | +10.0% | 0.089% | |
| 8/8/2025 | Cetera Investment Advisers | 45,765 | $1.50M | 0.0% | +6.7% | 0.078% | |
| 8/8/2025 | Creative Planning | 37,875 | $1.24M | 0.0% | -2.2% | 0.065% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 3,848,129 | $125.68M | 0.1% | -0.3% | 6.601% | |
| 8/8/2025 | Tiemann Investment Advisors LLC | 110,878 | $3.62M | 1.5% | -2.1% | 0.190% | |
| 8/7/2025 | Cvfg LLC | 162,797 | $5.32M | 4.2% | +5.4% | 0.279% | |
| 8/7/2025 | Joseph Group Capital Management | 777 | $25K | 0.0% | -43.2% | 0.001% | |
| 8/7/2025 | Midwest Trust Co | 125,117 | $4.09M | 0.1% | N/A | 0.215% | |
| 8/6/2025 | AE Wealth Management LLC | 2,901 | $95K | 0.0% | -33.4% | 0.005% | |
| 8/6/2025 | Wedbush Securities Inc. | 7,135 | $233K | 0.0% | N/A | 0.012% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 136,585 | $4.46M | 0.8% | +1.4% | 0.234% | |
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| 8/6/2025 | Savant Capital LLC | 126,001 | $4.12M | 0.0% | -0.3% | 0.216% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 6,127 | $200K | 0.0% | N/A | 0.011% | |
| 8/5/2025 | Key Financial Inc | 7,705 | $252K | 0.1% | +1,691.9% | 0.013% | |
| 8/5/2025 | Freestone Capital Holdings LLC | 79,711 | $2.60M | 0.1% | +27.5% | 0.137% | |
| 8/5/2025 | Bank of Montreal Can | 226,395 | $7.39M | 0.0% | -6.5% | 0.388% | |
| 8/5/2025 | TIAA Trust National Association | 18,879 | $617K | 0.0% | +7.6% | 0.032% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 11,677 | $381K | 0.1% | +40.4% | 0.020% | |
| 8/5/2025 | Atlas Private Wealth Advisors | 552,137 | $18.03M | 2.3% | +1.4% | 0.947% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 35,362 | $1.16M | 0.0% | -7.8% | 0.061% | |
| 8/4/2025 | Hantz Financial Services Inc. | 307,993 | $10.06M | 0.2% | -2.0% | 0.528% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 9,402 | $307K | 0.0% | -14.5% | 0.016% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 464,287 | $15.16M | 0.8% | -7.4% | 0.796% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 617,595 | $20.17M | 0.0% | +0.6% | 1.059% | |
| 7/31/2025 | BIP Wealth LLC | 7,479 | $244K | 0.0% | -4.6% | 0.013% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 425,027 | $13.88M | 0.2% | +3.7% | 0.729% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 7,067 | $231K | 0.0% | +3,433.5% | 0.012% | |
| 7/31/2025 | 3EDGE Asset Management LP | 456,426 | $14.87M | 0.9% | +215.5% | 0.783% | |
| 7/31/2025 | GLOBALT Investments LLC GA | 1,439,421 | $47.01M | 1.8% | -2.1% | 2.469% | |
| 7/30/2025 | Whittier Trust Co. | 265,091 | $8.66M | 0.1% | -0.1% | 0.455% | |
| 7/30/2025 | Towneley Capital Management Inc DE | 14,526 | $474K | 0.1% | -37.2% | 0.025% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 706,444 | $23.07M | 0.5% | -0.7% | 1.212% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 568,497 | $18.57M | 0.4% | -0.1% | 0.975% | |
| 7/29/2025 | Private Trust Co. NA | 10,397 | $340K | 0.0% | +1,647.4% | 0.018% | |
| 7/28/2025 | Stegner Investment Associates Inc. | 12,365 | $404K | 0.2% | -5.0% | 0.021% | |
| 7/28/2025 | Mutual Advisors LLC | 83,649 | $2.79M | 0.1% | +10.9% | 0.143% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 430,680 | $14.07M | 0.3% | +5.1% | 0.739% | |
| 7/25/2025 | Priebe Wealth Holdings LLC | 76,863 | $2.51M | 2.2% | -19.5% | 0.132% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 376,350 | $12.29M | 0.0% | -28.6% | 0.646% | |
| 7/25/2025 | Courage Miller Partners LLC | 200,366 | $6.54M | 2.1% | +1.6% | 0.344% | |
| 7/25/2025 | Mitchell Capital Management Co. | 10,157 | $331K | 0.1% | +5.6% | 0.017% | |
| 7/25/2025 | Midwest Capital Advisors LLC | 16,725 | $546K | 0.3% | +1.9% | 0.029% | |
| 7/25/2025 | CWM LLC | 1,908 | $62K | 0.0% | +2,444.0% | 0.003% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 785,162 | $25.64M | 3.0% | +5.1% | 1.347% | |
| 7/25/2025 | Apollon Wealth Management LLC | 38,035 | $1.24M | 0.0% | -8.2% | 0.065% | |
| 7/24/2025 | Eastern Bank | 95,803 | $3.13M | 0.1% | -9.0% | 0.164% | |
| 7/24/2025 | Blair William & Co. IL | 8,816 | $288K | 0.0% | +117.2% | 0.015% | |
| 7/24/2025 | Lokken Investment Group LLC | 31,040 | $1.01M | 0.4% | +161.8% | 0.054% | |
| 7/24/2025 | US Bancorp DE | 25,382 | $829K | 0.0% | N/A | 0.044% | |
| 7/23/2025 | SpringVest Wealth Management LLC | 18,052 | $590K | 0.5% | -47.2% | 0.031% | |
| 7/23/2025 | Valmark Advisers Inc. | 143,239 | $4.68M | 0.1% | -0.7% | 0.247% | |
| 7/23/2025 | Penney Financial LLC | 6,540 | $214K | 0.1% | N/A | 0.011% | |
| 7/23/2025 | Arcadia Investment Advisors LLC | 378,915 | $12.38M | 6.4% | -1.8% | 0.654% | |
| 7/22/2025 | Iowa State Bank | 18,005 | $588K | 0.1% | -11.4% | 0.031% | |
| 7/22/2025 | Merit Financial Group LLC | 276,442 | $9.03M | 0.1% | +0.1% | 0.477% | |
| 7/22/2025 | Simplicity Wealth LLC | 25,412 | $830K | 0.0% | +112.3% | 0.044% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,039 | $34K | 0.0% | N/A | 0.002% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 458,520 | $14.98M | 0.1% | +8.3% | 0.792% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 1,148,042 | $37.50M | 0.6% | -3.4% | 1.983% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 33,705 | $1.10M | 0.3% | -7.9% | 0.058% | |
| 7/18/2025 | SMI Advisory Services LLC | 16,628 | $541K | 0.1% | -4.5% | 0.029% | |
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| 7/18/2025 | Financial Consulate Inc. | 30,171 | $985K | 0.2% | N/A | 0.052% | |
| 7/18/2025 | Truist Financial Corp | 686,603 | $22.42M | 0.0% | -0.4% | 1.186% | |
| 7/17/2025 | Capital Investment Advisors LLC | 113,560 | $3.71M | 0.1% | -2.0% | 0.196% | |
| 7/17/2025 | Hengehold Capital Management LLC | 1,140,791 | $37.26M | 3.4% | -0.1% | 1.970% | |
| 7/16/2025 | Signaturefd LLC | 1,900 | $62K | 0.0% | -78.1% | 0.003% | |
| 7/16/2025 | Novem Group | 106,320 | $3.47M | 0.4% | +4.0% | 0.184% | |
| 7/15/2025 | TD Private Client Wealth LLC | 92,719 | $3.03M | 0.1% | -7.3% | 0.160% | |
| 7/15/2025 | Smith & Howard Wealth Management LLC | 6,411 | $209K | 0.1% | N/A | 0.011% | |
| 7/15/2025 | RVW Wealth LLC | 6,425 | $210K | 0.0% | N/A | 0.011% | |
| 7/15/2025 | Kagan Cocozza Asset Management | 24,410 | $797K | 0.6% | -3.5% | 0.042% | |
