| 7/18/2025 | Warren Street Wealth Advisors LLC | 2,993 | $224K | 0.1% | N/A | 0.001% | |
| 7/18/2025 | USA Financial Formulas | 1,969 | $148K | 0.0% | N/A | 0.001% | |
| 7/18/2025 | Centricity Wealth Management LLC | 2,551 | $191K | 0.2% | +22.1% | 0.001% | |
| 7/18/2025 | Trust Co. of Vermont | 399 | $30K | 0.0% | N/A | 0.000% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 2,990 | $224K | 0.0% | -13.2% | 0.001% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 18,049 | $1.35M | 0.2% | -2.1% | 0.009% | |
| 7/18/2025 | Brueske Advisory Services LLC | 14,960 | $1.12M | 0.8% | N/A | 0.007% | |
| 7/18/2025 | Truist Financial Corp | 123,661 | $9.27M | 0.0% | -7.3% | 0.060% | |
| 7/18/2025 | Union Bancaire Privee UBP SA | 27,158 | $1.99M | 0.0% | -41.1% | 0.013% | |
| 7/17/2025 | MBA Advisors LLC | 4,629 | $347K | 0.2% | +4.1% | 0.002% | |
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| 7/17/2025 | BFI Infinity Ltd. | 4,738 | $355K | 0.3% | N/A | 0.002% | |
| 7/17/2025 | Capital Investment Advisors LLC | 3,568 | $267K | 0.0% | +11.9% | 0.002% | |
| 7/17/2025 | Oak Family Advisors LLC | 27,647 | $2.07M | 0.7% | -1.9% | 0.013% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 35,434 | $2.66M | 0.0% | -5.3% | 0.017% | |
| 7/17/2025 | Moody Lynn & Lieberson LLC | 38,549 | $2.89M | 0.2% | +10.1% | 0.019% | |
| 7/17/2025 | Coastline Trust Co | 174,082 | $13.05M | 1.5% | -0.3% | 0.084% | |
| 7/17/2025 | Barry Investment Advisors LLC | 202,111 | $15.15M | 3.8% | +5.3% | 0.098% | |
| 7/17/2025 | Keystone Global Partners LLC | 34,287 | $2.57M | 1.4% | -34.2% | 0.017% | |
| 7/17/2025 | SeaBridge Investment Advisors LLC | 6,900 | $517K | 0.1% | N/A | 0.003% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 9,305 | $698K | 0.5% | +10.0% | 0.005% | |
| 7/16/2025 | Paragon Capital Management Ltd | 32,698 | $2.45M | 0.4% | +11.2% | 0.016% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 7,904 | $593K | 0.0% | N/A | 0.004% | |
| 7/16/2025 | CX Institutional | 9,883 | $741K | 0.0% | -1.8% | 0.005% | |
| 7/16/2025 | Perigon Wealth Management LLC | 6,885 | $516K | 0.0% | -59.9% | 0.003% | |
| 7/16/2025 | Maridea Wealth Management LLC | 12,321 | $924K | 0.2% | +259.3% | 0.006% | |
| 7/15/2025 | North Star Investment Management Corp. | 47,065 | $3.53M | 0.2% | +23.0% | 0.023% | |
| 7/15/2025 | Retireful LLC | 6,753 | $506K | 0.4% | N/A | 0.003% | |
| 7/15/2025 | Ballentine Partners LLC | 120,506 | $9.03M | 0.1% | -7.5% | 0.058% | |
| 7/15/2025 | Compagnie Lombard Odier SCmA | 60,320 | $4.52M | 0.1% | -4.4% | 0.029% | |
| 7/15/2025 | Pictet North America Advisors SA | 61,303 | $4.60M | 0.5% | -89.1% | 0.030% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 365,133 | $27.37M | 2.1% | +33,708.6% | 0.177% | |
| 7/14/2025 | GAMMA Investing LLC | 683 | $51K | 0.0% | N/A | 0.000% | |
| 7/14/2025 | Narus Financial Partners LLC | 3,490 | $262K | 0.1% | +9.1% | 0.002% | |
| 7/14/2025 | Sowell Financial Services LLC | 6,219 | $466K | 0.0% | -2.2% | 0.003% | |
| 7/11/2025 | Farther Finance Advisors LLC | 9,977 | $748K | 0.0% | -25.7% | 0.005% | |
| 7/11/2025 | CX Institutional | 9,883 | $741K | 0.0% | -1.8% | 0.005% | |
| 7/10/2025 | Envision Financial LLC | 6,023 | $452K | 0.3% | N/A | 0.003% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 17,332 | $1.29M | 0.0% | +30.8% | 0.008% | |
| 7/9/2025 | Finley Financial LLC | 2,760 | $207K | 0.1% | +10.4% | 0.001% | |
| 7/9/2025 | Chesley Taft & Associates LLC | 20,800 | $1.56M | 0.1% | +5.1% | 0.010% | |
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| 7/9/2025 | Financiere des Professionnels Fonds d investissement inc. | 52,900 | $3.97M | 0.2% | -18.5% | 0.026% | |
| 7/9/2025 | Breakwater Capital Group | 10,086 | $756K | 0.1% | +14.4% | 0.005% | |
| 7/9/2025 | Harbor Capital Advisors Inc. | 72,541 | $5.44M | 0.2% | -37.4% | 0.036% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 16,181 | $1.21M | 0.0% | -3.7% | 0.008% | |
| 7/8/2025 | Granite Bay Wealth Management LLC | 195,598 | $14.66M | 4.7% | +3.7% | 0.096% | |
| 7/8/2025 | Boltwood Capital Management | 5,225 | $392K | 0.1% | -5.4% | 0.003% | |
| 7/8/2025 | Parallel Advisors LLC | 3,335 | $250K | 0.0% | -47.8% | 0.002% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 21,052 | $1.57M | 0.3% | +34.4% | 0.010% | |
| 7/2/2025 | Dentgroup LLC | 2,758 | $207K | 0.1% | N/A | 0.001% | |
| 6/4/2025 | First Hawaiian Bank | 7,486 | $513K | 0.0% | -10.7% | 0.004% | |
| 5/28/2025 | Strs Ohio | 511,103 | $35.04M | 0.1% | N/A | 0.250% | |
| 5/21/2025 | MBL Wealth LLC | 8,810 | $604K | 0.1% | -61.0% | 0.004% | |
| 5/20/2025 | Focus Partners Wealth | 10,230 | $701K | 0.0% | +39.0% | 0.005% | |
| 5/20/2025 | Flaharty Asset Management LLC | 1,311 | $90K | 0.0% | -66.6% | 0.001% | |
| 5/16/2025 | MBB Public Markets I LLC | 384,482 | $26.36M | 2.9% | +34.7% | 0.188% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 10,957 | $751K | 0.3% | +17.6% | 0.005% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 3,797 | $260K | 0.0% | -18.3% | 0.002% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 7,338,604 | $503.14M | 0.1% | -2.4% | 3.597% | |
| 5/16/2025 | Jones Financial Companies Lllp | 100,543 | $6.89M | 0.0% | +384.1% | 0.049% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 20,130 | $1.38M | 0.3% | +7.3% | 0.010% | |
| 5/16/2025 | Parallax Volatility Advisers L.P. | 7,846 | $538K | 0.0% | -77.8% | 0.004% | |
| 5/16/2025 | New Vernon Capital Holdings II LLC | 81,244 | $5.57M | 0.0% | +6,756.0% | 0.040% | |
| 5/16/2025 | NewEdge Advisors LLC | 34,107 | $2.34M | 0.0% | -4.2% | 0.017% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 35,278 | $2.42M | 0.0% | -5.4% | 0.017% | |
| 5/16/2025 | Curi RMB Capital LLC | 18,970 | $1.30M | 0.0% | +211.9% | 0.009% | |
| 5/16/2025 | Alliancebernstein L.P. | 515,379 | $35.33M | 0.0% | +4.6% | 0.252% | |
| 5/16/2025 | Angeles Investment Advisors LLC | 358,000 | $24.54M | 1.3% | N/A | 0.175% | |
| 5/16/2025 | 1607 Capital Partners LLC | 996,332 | $68.31M | 5.5% | -17.6% | 0.488% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 90,135 | $6.18M | 0.0% | +5.9% | 0.044% | |
| 5/15/2025 | EP Wealth Advisors LLC | 58,458 | $4.01M | 0.0% | -5.5% | 0.029% | |
| 5/15/2025 | Royal Bank of Canada | 684,342 | $46.92M | 0.0% | -16.5% | 0.335% | |
| 5/15/2025 | Graham Capital Management L.P. | 74,229 | $5.09M | 0.1% | N/A | 0.036% | |
| 5/15/2025 | Betterment LLC | 53,187 | $3.65M | 0.0% | +58.9% | 0.026% | |
| 5/15/2025 | MAI Capital Management | 1,435 | $98K | 0.0% | -81.4% | 0.001% | |
| 5/15/2025 | Baird Financial Group Inc. | 64,072 | $4.39M | 0.0% | -6.6% | 0.031% | |
| 5/15/2025 | Activest Wealth Management | 850 | $58K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | Evergreen Capital Management LLC | 61,091 | $4.19M | 0.1% | -38.4% | 0.030% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 413,716 | $28.36M | 0.0% | -22.0% | 0.203% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 660 | $45K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | Itau Unibanco Holding S.A. | 783,310 | $53.70M | 2.0% | -25.7% | 0.383% | |
| 5/15/2025 | Oarsman Capital Inc. | 3,423 | $235K | 0.0% | -9.3% | 0.002% | |
| 5/15/2025 | BNP Paribas Financial Markets | 2,398,952 | $164.47M | 0.1% | +2,106.3% | 1.174% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 487 | $33K | 0.0% | N/A | 0.000% | |
| 5/14/2025 | CreativeOne Wealth LLC | 4,165 | $286K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 14,461 | $992K | 0.0% | -4.5% | 0.007% | |
| 5/14/2025 | Comerica Bank | 342,008 | $23.45M | 0.1% | +38.7% | 0.167% | |
| 5/14/2025 | Freedom Investment Management Inc. | 15,326 | $1.05M | 0.1% | -16.6% | 0.008% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 191,623 | $13.14M | 0.0% | +16.5% | 0.094% | |
| 5/14/2025 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 658,239 | $45.13M | 0.3% | -12.0% | 0.322% | |
| 5/14/2025 | Verger Capital Management LLC | 62,783 | $4.30M | 1.9% | +75.0% | 0.031% | |
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| 5/14/2025 | Titan Global Capital Management USA LLC | 28,033 | $1.92M | 0.4% | -2.0% | 0.014% | |
| 5/14/2025 | Kestra Advisory Services LLC | 68,069 | $4.67M | 0.0% | +824.1% | 0.033% | |
| 5/14/2025 | Circle Wealth Management LLC | 29,259 | $2.01M | 0.0% | -12.3% | 0.014% | |
| 5/14/2025 | 1832 Asset Management L.P. | 14,876 | $1.02M | 0.0% | -1.4% | 0.007% | |
| 5/14/2025 | Compound Planning Inc. | 7,234 | $496K | 0.0% | +26.9% | 0.004% | |
| 5/14/2025 | Ameriprise Financial Inc. | 870,532 | $59.66M | 0.0% | +43.3% | 0.426% | |
| 5/14/2025 | CW Advisors LLC | 384,480 | $26.36M | 0.3% | +0.4% | 0.188% | |
| 5/14/2025 | Summit Financial LLC | 181,196 | $12.42M | 0.3% | +4,481.4% | 0.089% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 619,425 | $42.47M | 0.7% | +74.8% | 0.303% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 242,425 | $16.62M | 0.4% | +2.6% | 0.119% | |
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