| 8/15/2025 | Equitable Holdings Inc. | 136,352 | $4.86M | 0.0% | +8.5% | 0.294% | |
| 8/15/2025 | Visionary Wealth Advisors | 81,671 | $2.91M | 0.1% | N/A | 0.176% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 413,451 | $14.74M | 0.1% | +801.0% | 0.893% | |
| 8/15/2025 | MML Investors Services LLC | 53,544 | $1.91M | 0.0% | +12.0% | 0.116% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 20,616 | $734K | 0.0% | +96.0% | 0.045% | |
| 8/15/2025 | Bank of America Corp DE | 1,519,906 | $54.17M | 0.0% | +138.4% | 3.283% | |
| 8/15/2025 | Ameriprise Financial Inc. | 91,711 | $3.27M | 0.0% | +79.7% | 0.198% | |
| 8/14/2025 | Jane Street Group LLC | 381,022 | $13.58M | 0.0% | +1.1% | 0.823% | |
| 8/14/2025 | Raymond James Financial Inc. | 752,548 | $26.82M | 0.0% | +35.1% | 1.625% | |
| 8/14/2025 | Betterment LLC | 9,397 | $335K | 0.0% | -3.9% | 0.020% | |
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| 8/13/2025 | StoneX Group Inc. | 6,665 | $238K | 0.0% | N/A | 0.014% | |
| 8/13/2025 | Flow Traders U.S. LLC | 65,452 | $2.33M | 0.1% | -32.0% | 0.141% | |
| 8/13/2025 | Lido Advisors LLC | 24,781 | $883K | 0.0% | +22.1% | 0.054% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 734,473 | $26.18M | 0.0% | +30.1% | 1.586% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 56,240 | $2.00M | 0.0% | +99.3% | 0.121% | |
| 8/12/2025 | CreativeOne Wealth LLC | 69,655 | $2.48M | 0.1% | +6.1% | 0.150% | |
| 8/12/2025 | Titleist Asset Management LLC | 20,548 | $732K | 0.1% | -20.9% | 0.044% | |
| 8/12/2025 | Franklin Resources Inc. | 40,966 | $1.46M | 0.0% | -1.8% | 0.088% | |
| 8/12/2025 | JPMorgan Chase & Co. | 14,395 | $513K | 0.0% | +23.4% | 0.031% | |
| 8/11/2025 | Slagle Financial LLC | 37,316 | $1.33M | 0.5% | +17.1% | 0.082% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 131,978 | $4.70M | 0.3% | -38.8% | 0.289% | |
| 8/8/2025 | Cetera Investment Advisers | 636,711 | $22.69M | 0.0% | +9.5% | 1.396% | |
| 8/7/2025 | Blackston Financial Advisory Group LLC | 10,550 | $376K | 0.2% | -9.3% | 0.023% | |
| 8/5/2025 | Bank of New York Mellon Corp | 261,023 | $9.30M | 0.0% | +46.2% | 0.572% | |
| 8/5/2025 | BCGM Wealth Management LLC | 12,610 | $449K | 0.1% | -88.1% | 0.028% | |
| 8/5/2025 | Bank of Montreal Can | 6,773 | $241K | 0.0% | +6.9% | 0.015% | |
| 8/4/2025 | Atria Investments Inc | 6,164 | $220K | 0.0% | N/A | 0.014% | |
| 8/4/2025 | Savvy Advisors Inc. | 13,146 | $469K | 0.0% | -2.8% | 0.029% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 404,307 | $14.41M | 0.7% | -0.4% | 0.887% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 210,825 | $7.51M | 0.0% | +41.1% | 0.462% | |
| 7/31/2025 | Hartford Financial Management Inc. | 1,946 | $69K | 0.0% | -19.5% | 0.004% | |
| 7/31/2025 | CAP Partners LLC | 19,468 | $694K | 0.4% | +6.4% | 0.043% | |
| 7/30/2025 | Castle Wealth Management LLC | 127,160 | $4.53M | 1.6% | +2.1% | 0.279% | |
| 7/30/2025 | Retirement Planning Group LLC | 4,475,833 | $159.52M | 6.8% | +5.1% | 9.815% | |
| 7/30/2025 | Crewe Advisors LLC | 1,592 | $57K | 0.0% | N/A | 0.003% | |
| 7/29/2025 | LMG Wealth Partners LLC | 249,684 | $8.90M | 1.8% | +2.3% | 0.548% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 353,793 | $12.61M | 0.9% | +14.0% | 0.776% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 7,488 | $267K | 0.0% | +5.3% | 0.016% | |
| 7/28/2025 | Mutual Advisors LLC | 106,332 | $3.86M | 0.1% | +0.8% | 0.233% | |
| 7/28/2025 | Harbour Investments Inc. | 54,281 | $1.94M | 0.0% | -49.3% | 0.119% | |
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| 7/28/2025 | RFG Advisory LLC | 30,441 | $1.09M | 0.0% | +19.2% | 0.067% | |
| 7/25/2025 | CWM LLC | 830,491 | $29.60M | 0.1% | +17.0% | 1.821% | |
| 7/24/2025 | Ridgeline Wealth Planning LLC | 111,469 | $3.97M | 3.3% | +7.6% | 0.244% | |
| 7/24/2025 | IFP Advisors Inc | 5,813 | $207K | 0.0% | -19.9% | 0.013% | |
| 7/23/2025 | TriaGen Wealth Management LLC | 468,136 | $16.68M | 5.1% | +13.3% | 1.027% | |
| 7/22/2025 | Integrated Capital Management LLC | 303,380 | $10.77M | 5.2% | +5.5% | 0.665% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,963 | $70K | 0.0% | N/A | 0.004% | |
| 7/18/2025 | Midwest Financial Group LLC | 34,511 | $1.23M | 0.6% | +94.3% | 0.076% | |
| 7/18/2025 | Truist Financial Corp | 8,228 | $293K | 0.0% | N/A | 0.018% | |
| 7/18/2025 | Powers Advisory Group LLC | 30,329 | $1.08M | 0.5% | +55.6% | 0.067% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 117,339 | $4.18M | 0.0% | -29.2% | 0.260% | |
| 7/17/2025 | Prepared Retirement Institute LLC | 114,223 | $4.07M | 2.4% | +1.2% | 0.253% | |
| 7/17/2025 | Kelly Financial Services LLC | 47,719 | $1.70M | 0.5% | N/A | 0.106% | |
| 7/16/2025 | Novem Group | 58,601 | $2.09M | 0.3% | -2.5% | 0.130% | |
| 7/16/2025 | Owen LaRue LLC | 107,419 | $3.83M | 1.6% | -0.5% | 0.238% | |
| 7/16/2025 | CX Institutional | 23,254 | $829K | 0.0% | -6.1% | 0.051% | |
| 7/16/2025 | Perigon Wealth Management LLC | 6,934 | $247K | 0.0% | N/A | 0.015% | |
| 7/16/2025 | Meridian Financial LLC | 11,714 | $417K | 0.3% | +9.0% | 0.026% | |
| 7/14/2025 | Southland Equity Partners LLC | 40,423 | $1.44M | 0.3% | +6.4% | 0.089% | |
| 7/14/2025 | Sowell Financial Services LLC | 34,611 | $1.23M | 0.1% | +15.6% | 0.077% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 6,765 | $241K | 0.0% | -6.5% | 0.015% | |
| 7/11/2025 | CX Institutional | 23,254 | $829K | 0.0% | -6.1% | 0.052% | |
| 7/9/2025 | Defined Wealth Management LLC | 119,474 | $4.26M | 2.6% | -1.3% | 0.265% | |
| 7/9/2025 | Baron Wealth Management LLC | 678,704 | $24.19M | 8.6% | +93.8% | 1.508% | |
| 7/7/2025 | Whitaker Myers Wealth Managers LTD. | 22,018 | $785K | 0.2% | +9.4% | 0.049% | |
| 7/3/2025 | First Hawaiian Bank | 139,987 | $4.99M | 0.7% | +41.8% | 0.322% | |
| 7/2/2025 | HBW Advisory Services LLC | 45,253 | $1.61M | 0.2% | +230.8% | 0.104% | |
| 6/4/2025 | First Hawaiian Bank | 98,730 | $3.22M | 0.2% | +196.8% | 0.236% | |
| 5/19/2025 | Jane Street Group LLC | 376,725 | $12.28M | 0.0% | -19.3% | 0.899% | |
| 5/16/2025 | Jones Financial Companies Lllp | 328,722 | $10.71M | 0.0% | +755.1% | 0.820% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 26,113 | $851K | 0.0% | -13.3% | 0.065% | |
| 5/15/2025 | Betterment LLC | 9,777 | $319K | 0.0% | +13.3% | 0.024% | |
| 5/15/2025 | Titleist Asset Management LLC | 25,984 | $847K | 0.1% | -85.4% | 0.065% | |
| 5/14/2025 | CreativeOne Wealth LLC | 65,637 | $2.14M | 0.1% | -0.9% | 0.164% | |
| 5/14/2025 | Jane Street Group LLC | 376,725 | $12.28M | 0.0% | -19.3% | 0.939% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 564,672 | $18.40M | 0.0% | +10.3% | 1.408% | |
| 5/14/2025 | Kestra Advisory Services LLC | 197,619 | $6.44M | 0.0% | +938.5% | 0.493% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 7,935 | $259K | 0.2% | +11.8% | 0.020% | |
| 5/14/2025 | Flow Traders U.S. LLC | 96,308 | $3.14M | 0.1% | +7.1% | 0.240% | |
| 5/14/2025 | Capital Analysts LLC | 617,457 | $20.12M | 0.8% | +1,497.7% | 1.540% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 859,866 | $28.02M | 4.7% | +27.7% | 2.144% | |
| 5/13/2025 | TriaGen Wealth Management LLC | 413,081 | $13.46M | 4.7% | +5.8% | 1.030% | |
| 5/13/2025 | Raymond James Financial Inc. | 556,996 | $18.15M | 0.0% | +22.1% | 1.389% | |
| 5/12/2025 | Benjamin Edwards Inc. | 26,473 | $863K | 0.0% | +176.5% | 0.066% | |
| 5/12/2025 | Savvy Advisors Inc. | 13,526 | $441K | 0.0% | +17.4% | 0.034% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 44,026 | $1.44M | 0.0% | -6.4% | 0.110% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 140,173 | $4.57M | 0.1% | -0.7% | 0.350% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 215,687 | $7.03M | 0.4% | -3.2% | 0.538% | |
| 5/8/2025 | BCGM Wealth Management LLC | 105,891 | $3.45M | 1.1% | -55.7% | 0.264% | |
| 5/8/2025 | Harbour Investments Inc. | 107,126 | $3.49M | 0.1% | +11.3% | 0.267% | |
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| 5/8/2025 | CAP Partners LLC | 18,289 | $596K | 0.4% | +7.9% | 0.046% | |
| 5/7/2025 | LPL Financial LLC | 3,766,397 | $122.75M | 0.0% | +2.6% | 9.393% | |
| 5/6/2025 | Cetera Investment Advisers | 581,434 | $18.95M | 0.0% | +15.5% | 1.450% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 21,654 | $706K | 0.0% | +19.0% | 0.054% | |
| 5/5/2025 | Integrated Capital Management LLC | 287,556 | $9.37M | 5.2% | +1.9% | 0.717% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 408,341 | $13.31M | 0.2% | +5.9% | 1.018% | |
| 5/5/2025 | Private Advisor Group LLC | 148,838 | $4.85M | 0.0% | +11.2% | 0.371% | |
| 5/2/2025 | LMG Wealth Partners LLC | 244,037 | $7.95M | 1.8% | +2.5% | 0.609% | |
| 5/2/2025 | Prepared Retirement Institute LLC | 112,819 | $3.68M | 2.3% | +6.1% | 0.281% | |
| 5/1/2025 | CWM LLC | 709,810 | $23.13M | 0.1% | -0.4% | 1.770% | |
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