| 8/1/2025 | Purkiss Capital Advisors LLC | 3,613 | $413K | 0.2% | N/A | 0.012% | |
| 8/1/2025 | GWN Securities Inc. | 3,230 | $373K | 0.1% | +53.5% | 0.011% | |
| 8/1/2025 | Belvedere Trading LLC | 2,000 | $229K | 0.0% | +122.2% | 0.007% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 130,316 | $14.89M | 0.0% | +131.4% | 0.437% | |
| 7/31/2025 | Strait & Sound Wealth Management LLC | 5,177 | $592K | 0.3% | +8.5% | 0.017% | |
| 7/31/2025 | AlTi Global Inc. | 104,870 | $11.96M | 0.3% | -4.6% | 0.351% | |
| 7/31/2025 | Sharper & Granite LLC | 54,852 | $6.22M | 2.4% | -4.1% | 0.184% | |
| 7/30/2025 | Bleakley Financial Group LLC | 13,521 | $1.55M | 0.0% | -31.8% | 0.045% | |
| 7/30/2025 | Insight Advisors LLC PA | 34,166 | $3.90M | 0.6% | +60.4% | 0.114% | |
| 7/30/2025 | Brookstone Capital Management | 4,489 | $513K | 0.0% | -8.9% | 0.015% | |
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| 7/30/2025 | Whittier Trust Co. | 242 | $28K | 0.0% | -30.1% | 0.001% | |
| 7/29/2025 | Kanawha Capital Management LLC | 5,175 | $591K | 0.0% | -4.6% | 0.017% | |
| 7/28/2025 | Evernest Financial Advisors LLC | 61,139 | $6.99M | 2.3% | -34.1% | 0.205% | |
| 7/28/2025 | Patten & Patten Inc. TN | 8,430 | $963K | 0.1% | +47.8% | 0.028% | |
| 7/28/2025 | Liberty Mutual Group Asset Management Inc. | 941,000 | $107.53M | 23.3% | +34.7% | 3.152% | |
| 7/28/2025 | Ritholtz Wealth Management | 18,674 | $2.13M | 0.0% | -1.8% | 0.063% | |
| 7/28/2025 | Harbour Investments Inc. | 3,458 | $395K | 0.0% | +12.2% | 0.012% | |
| 7/28/2025 | RFG Advisory LLC | 5,125 | $586K | 0.0% | +22.3% | 0.017% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 4,737 | $545K | 0.0% | -73.1% | 0.016% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 35,046 | $4.01M | 0.0% | +3.4% | 0.117% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 5,262 | $601K | 0.2% | -28.1% | 0.018% | |
| 7/25/2025 | Welch Group LLC | 2,027 | $232K | 0.0% | N/A | 0.007% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 82,049 | $9.38M | 1.5% | +2.6% | 0.275% | |
| 7/25/2025 | CWM LLC | 714 | $82K | 0.0% | -19.5% | 0.002% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 22,253 | $2.54M | 0.0% | +78.0% | 0.075% | |
| 7/24/2025 | Fischer Investment Strategies LLC | 5,720 | $654K | 0.4% | -72.4% | 0.019% | |
| 7/24/2025 | IFP Advisors Inc | 553 | $63K | 0.0% | +175.1% | 0.002% | |
| 7/24/2025 | Baldwin Wealth Partners LLC MA | 3,477 | $397K | 0.0% | -14.9% | 0.012% | |
| 7/24/2025 | Blair William & Co. IL | 27,200 | $3.11M | 0.0% | -4.7% | 0.091% | |
| 7/24/2025 | Rice Partnership LLC | 98,554 | $11.26M | 2.0% | +11.6% | 0.330% | |
| 7/24/2025 | Mainstay Capital Management LLC ADV | 11,698 | $1.34M | 0.1% | +100.0% | 0.039% | |
| 7/23/2025 | Eagle Strategies LLC | 3,362 | $384K | 0.1% | +6.7% | 0.011% | |
| 7/23/2025 | Ignite Planners LLC | 1,809 | $207K | 0.0% | N/A | 0.006% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 4,803 | $549K | 0.0% | +71.0% | 0.016% | |
| 7/23/2025 | Defined Financial Planning LLC | 23,812 | $2.73M | 2.4% | +13.0% | 0.080% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 12,237 | $1.40M | 0.0% | -4.6% | 0.041% | |
| 7/21/2025 | Precedent Wealth Partners LLC | 30,841 | $3.52M | 0.9% | N/A | 0.103% | |
| 7/21/2025 | Hilltop National Bank | 466 | $53K | 0.0% | N/A | 0.002% | |
| 7/18/2025 | CHURCHILL MANAGEMENT Corp | 11,361 | $1.30M | 0.0% | N/A | 0.038% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 22,850 | $2.61M | 0.2% | -0.7% | 0.076% | |
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| 7/18/2025 | Impact Capital Partners LLC | 12,506 | $1.43M | 0.5% | +3.0% | 0.042% | |
| 7/18/2025 | Truist Financial Corp | 23,813 | $2.72M | 0.0% | +49.0% | 0.080% | |
| 7/18/2025 | Union Bancaire Privee UBP SA | 240 | $27K | 0.0% | -92.9% | 0.001% | |
| 7/17/2025 | K2 Financial Inc. | 3,118 | $357K | 0.3% | +6.9% | 0.010% | |
| 7/17/2025 | Janney Capital Management LLC | 1,975 | $226K | 0.0% | N/A | 0.006% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 27,545 | $3.15M | 0.0% | +179.9% | 0.091% | |
| 7/17/2025 | XY Planning Network Inc. | 22,837 | $2.61M | 0.9% | N/A | 0.075% | |
| 7/16/2025 | Ayalon Insurance Comp Ltd. | 85,078 | $9.72M | 2.8% | +1.0% | 0.280% | |
| 7/15/2025 | Oxinas Partners Wealth Management LLC | 9,986 | $1.14M | 0.6% | +3.1% | 0.033% | |
| 7/15/2025 | GSB Wealth Management LLC | 35,239 | $4.03M | 1.0% | +17.1% | 0.116% | |
| 7/15/2025 | Optima Capital LLC | 6,976 | $797K | 0.4% | -12.2% | 0.023% | |
| 7/14/2025 | E&G Advisors LP | 11,515 | $1.32M | 0.3% | +6.5% | 0.038% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,718 | $196K | 0.0% | -8.3% | 0.006% | |
| 7/14/2025 | Park Avenue Securities LLC | 4,238 | $484K | 0.0% | +3.2% | 0.014% | |
| 7/14/2025 | Cathy Pareto & Associates Inc. | 3,304 | $378K | 0.3% | -10.5% | 0.011% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 12,469 | $1.44M | 0.0% | +8.1% | 0.041% | |
| 7/10/2025 | RFG Holdings Inc. | 11,963 | $1.37M | 0.4% | -18.0% | 0.039% | |
| 7/9/2025 | Sapient Capital LLC | 2,375 | $271K | 0.0% | N/A | 0.008% | |
| 7/8/2025 | Next Level Private LLC | 13,782 | $1.58M | 0.5% | -3.2% | 0.045% | |
| 7/8/2025 | First International Bank & Trust | 149,680 | $17.10M | 5.9% | -14.3% | 0.488% | |
| 7/8/2025 | Moulton Wealth Management Inc. | 18,614 | $2.14M | 1.6% | +118.8% | 0.061% | |
| 7/3/2025 | JBGlobal.com LLC | 83,901 | $9.59M | 10.0% | -4.9% | 0.277% | |
| 6/13/2025 | Optima Capital LLC | 7,944 | $875K | 0.6% | +169.0% | 0.026% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 47,832 | $5.27M | 0.2% | -4.2% | 0.158% | |
| 5/20/2025 | Belpointe Asset Management LLC | 6,475 | $713K | 0.0% | +154.9% | 0.021% | |
| 5/20/2025 | Integrity Alliance LLC. | 64,569 | $7.11M | 0.3% | N/A | 0.213% | |
| 5/19/2025 | SCS Capital Management LLC | 18,454 | $2.03M | 0.0% | N/A | 0.061% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 4,772 | $526K | 0.2% | N/A | 0.016% | |
| 5/16/2025 | Hamilton Capital LLC | 60,388 | $6.65M | 0.4% | +23.9% | 0.199% | |
| 5/16/2025 | Guardian Partners Inc. | 50,592 | $5.34M | 0.5% | +1,136.4% | 0.167% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 289,993 | $31.95M | 0.0% | -32.1% | 0.957% | |
| 5/16/2025 | Jones Financial Companies Lllp | 268,196 | $29.55M | 0.0% | +2,816.4% | 0.885% | |
| 5/16/2025 | Permanens Capital L.P. | 317,244 | $34.95M | 6.3% | +104.9% | 1.047% | |
| 5/16/2025 | NewEdge Advisors LLC | 49,633 | $5.47M | 0.0% | +5.0% | 0.164% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 17,672 | $1.95M | 0.0% | +8.4% | 0.058% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 24,523 | $2.70M | 0.0% | +2.0% | 0.081% | |
| 5/15/2025 | EP Wealth Advisors LLC | 1,038 | $114K | 0.0% | N/A | 0.003% | |
| 5/15/2025 | Royal Bank of Canada | 154,832 | $17.06M | 0.0% | -1.7% | 0.511% | |
| 5/15/2025 | Calton & Associates Inc. | 3,775 | $416K | 0.1% | -3.5% | 0.012% | |
| 5/15/2025 | FRG Family Wealth Advisors LLC | 2,780 | $306K | 0.1% | -7.5% | 0.009% | |
| 5/15/2025 | Baird Financial Group Inc. | 6,454 | $711K | 0.0% | -68.1% | 0.021% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 1,610 | $177K | 0.1% | N/A | 0.005% | |
| 5/14/2025 | Ieq Capital LLC | 19,287 | $2.13M | 0.0% | +117.8% | 0.064% | |
| 5/14/2025 | CSM Advisors LLC | 25,554 | $2.82M | 0.2% | -0.5% | 0.084% | |
| 5/14/2025 | Comerica Bank | 16,727 | $1.84M | 0.0% | +1.4% | 0.055% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 24,571 | $2.72M | 0.3% | +2.4% | 0.081% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 68,028 | $7.50M | 0.0% | -74.9% | 0.225% | |
| 5/14/2025 | Kestra Advisory Services LLC | 46,991 | $5.18M | 0.0% | -17.8% | 0.155% | |
| 5/14/2025 | Summit Financial LLC | 224,707 | $24.76M | 0.7% | +584.0% | 0.742% | |
| 5/14/2025 | Flow Traders U.S. LLC | 84,591 | $9.32M | 0.4% | N/A | 0.279% | |
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| 5/14/2025 | Partners Capital Investment Group LLP | 280,853 | $30.94M | 0.5% | +83.2% | 0.927% | |
| 5/13/2025 | Global View Capital Management LLC | 21,223 | $2.34M | 0.8% | -21.4% | 0.070% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 31,671 | $3.49M | 0.0% | +28.8% | 0.105% | |
| 5/13/2025 | Raymond James Financial Inc. | 411,300 | $45.32M | 0.0% | -26.2% | 1.357% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 7,639 | $842K | 0.6% | +18.0% | 0.025% | |
| 5/13/2025 | Cresset Asset Management LLC | 9,530 | $1.05M | 0.0% | -7.7% | 0.031% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 7,049 | $777K | 0.0% | N/A | 0.023% | |
| 5/13/2025 | Anfield Capital Management LLC | 50,817 | $5.60M | 2.1% | -47.4% | 0.168% | |
| 5/13/2025 | HighTower Advisors LLC | 30,701 | $3.38M | 0.0% | +5.5% | 0.101% | |
| 5/12/2025 | Independent Advisor Alliance | 3,682 | $406K | 0.0% | -26.5% | 0.012% | |
