| 8/19/2025 | Advisory Services Network LLC | 21,516 | $849K | 0.0% | +4.1% | 0.058% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 13,564 | $535K | 0.0% | +3,678.3% | 0.037% | |
| 8/15/2025 | Captrust Financial Advisors | 4,268,785 | $168.40M | 0.4% | +5.0% | 11.494% | |
| 8/15/2025 | MML Investors Services LLC | 61,758 | $2.44M | 0.0% | +43.5% | 0.166% | |
| 8/15/2025 | Bank of America Corp DE | 2,594,650 | $102.36M | 0.0% | +142.2% | 6.986% | |
| 8/14/2025 | Jane Street Group LLC | 102,946 | $4.06M | 0.0% | +135.0% | 0.277% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 231,877 | $9.15M | 0.6% | N/A | 0.624% | |
| 8/14/2025 | Raymond James Financial Inc. | 322,130 | $12.71M | 0.0% | +5,541.5% | 0.867% | |
| 8/14/2025 | Napa Wealth Management | 24,632 | $972K | 0.5% | +20.2% | 0.066% | |
| 8/14/2025 | Tandem Financial LLC | 51,934 | $2.05M | 1.9% | +18.0% | 0.140% | |
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| 8/14/2025 | Cary Street Partners Financial LLC | 1,303,769 | $51.43M | 1.4% | +13.6% | 3.510% | |
| 8/13/2025 | Cary Street Partners Investment Advisory LLC | 6,028 | $238K | 0.1% | +42.4% | 0.016% | |
| 8/13/2025 | Baird Financial Group Inc. | 53,099 | $2.10M | 0.0% | +23.7% | 0.143% | |
| 8/13/2025 | Wellspring Financial Advisors LLC | 5,303 | $209K | 0.0% | N/A | 0.014% | |
| 8/13/2025 | M&T Bank Corp | 1,257,737 | $49.62M | 0.2% | -3.1% | 3.386% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 72,063 | $2.84M | 0.0% | N/A | 0.194% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 90,274 | $3.56M | 0.0% | +25.1% | 0.243% | |
| 8/12/2025 | Global Retirement Partners LLC | 10,731 | $423K | 0.0% | N/A | 0.029% | |
| 8/11/2025 | Morling Financial Advisors LLC | 668,998 | $26.39M | 8.6% | N/A | 1.801% | |
| 8/11/2025 | Capital Square LLC | 36,934 | $1.45M | 0.8% | +147.0% | 0.099% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 5,075 | $200K | 0.0% | -60.7% | 0.014% | |
| 8/8/2025 | Cetera Investment Advisers | 79,532 | $3.14M | 0.0% | +133.3% | 0.214% | |
| 8/8/2025 | Francis Financial Inc. | 757,595 | $29.89M | 6.9% | +64.9% | 2.040% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 2,294 | $91K | 0.0% | +67.8% | 0.006% | |
| 8/7/2025 | Fagan Associates Inc. | 242,581 | $9.57M | 1.5% | N/A | 0.653% | |
| 8/6/2025 | AE Wealth Management LLC | 3,236 | $128K | 0.0% | +13.1% | 0.009% | |
| 8/6/2025 | Rovin Capital UT ADV | 36,372 | $1.44M | 0.4% | +6.8% | 0.098% | |
| 8/5/2025 | Beckerman Institutional LLC | 96,235 | $3.80M | 2.5% | +88.2% | 0.259% | |
| 8/5/2025 | Tsfg LLC | 100,550 | $3.97M | 0.7% | N/A | 0.271% | |
| 8/4/2025 | Bridgewealth Advisory Group LLC | 16,173 | $638K | 0.2% | +48.0% | 0.044% | |
| 8/4/2025 | Mesirow Financial Investment Management Inc. | 41,724 | $1.65M | 0.0% | +183.3% | 0.112% | |
| 8/4/2025 | Atria Investments Inc | 7,140 | $282K | 0.0% | N/A | 0.019% | |
| 8/1/2025 | Brookwood Investment Group LLC | 151,115 | $5.96M | 1.0% | N/A | 0.410% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 275,976 | $10.89M | 1.9% | +21.0% | 0.748% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,044,858 | $41.22M | 0.0% | +15.6% | 2.833% | |
| 7/31/2025 | Leelyn Smith LLC | 62,815 | $2.48M | 0.4% | -1.6% | 0.170% | |
| 7/31/2025 | 3EDGE Asset Management LP | 139,441 | $5.50M | 0.3% | +1.4% | 0.378% | |
| 7/31/2025 | CAP Partners LLC | 19,881 | $784K | 0.5% | +7.0% | 0.054% | |
| 7/30/2025 | KPP Advisory Services LLC | 36,184 | $1.43M | 0.2% | N/A | 0.099% | |
| 7/28/2025 | WJ Wealth Management LLC | 226,595 | $8.94M | 2.8% | +52.0% | 0.620% | |
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| 7/28/2025 | Lunt Capital Management Inc. | 123,749 | $4.88M | 1.9% | N/A | 0.338% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 22,446 | $885K | 0.0% | N/A | 0.061% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 89,321 | $3.52M | 0.0% | +10.2% | 0.245% | |
| 7/25/2025 | Concord Asset Management LLC VA | 15,846 | $625K | 0.1% | N/A | 0.043% | |
| 7/25/2025 | CWM LLC | 60,601 | $2.39M | 0.0% | N/A | 0.166% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 6,810 | $269K | 0.0% | N/A | 0.019% | |
| 7/25/2025 | Apollon Financial LLC | 24,535 | $968K | 0.2% | +328.9% | 0.067% | |
| 7/24/2025 | Etesian Wealth Advisors Inc. | 10,125 | $399K | 0.1% | N/A | 0.028% | |
| 7/24/2025 | Weaver Capital Management LLC | 410,194 | $16.18M | 4.0% | +6.4% | 1.130% | |
| 7/23/2025 | Tectonic Advisors LLC | 564,993 | $22.29M | 1.3% | +8.3% | 1.557% | |
| 7/23/2025 | Peak Financial Management Inc. | 124,526 | $4.91M | 1.4% | N/A | 0.343% | |
| 7/23/2025 | Morton Capital Management LLC CA | 1,373,849 | $54.20M | 9.6% | +5.4% | 3.786% | |
| 7/23/2025 | Bellevue Asset Management LLC | 102,568 | $4.05M | 2.0% | N/A | 0.283% | |
| 7/18/2025 | First Pacific Financial | 1,881,546 | $74.23M | 10.9% | N/A | 5.195% | |
| 7/14/2025 | Park Avenue Securities LLC | 8,950 | $353K | 0.0% | N/A | 0.025% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 45,946 | $1.81M | 0.1% | N/A | 0.132% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 482,101 | $19.02M | 0.2% | -7.7% | 1.382% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 26,846 | $1.06M | 0.0% | -6.6% | 0.077% | |
| 7/8/2025 | Parallel Advisors LLC | 7,186 | $283K | 0.0% | N/A | 0.021% | |
| 7/7/2025 | Peak Financial Advisors LLC | 547,259 | $21.59M | 11.1% | +267.3% | 1.600% | |
| 5/19/2025 | Jane Street Group LLC | 43,800 | $1.72M | 0.0% | +25.5% | 0.000% | |
| 5/15/2025 | Royal Bank of Canada | 8,123 | $318K | 0.0% | -71.3% | 0.000% | |
| 5/15/2025 | Baird Financial Group Inc. | 42,937 | $1.68M | 0.0% | N/A | 0.000% | |
| 5/14/2025 | Napa Wealth Management | 20,493 | $803K | 0.5% | -3.5% | 0.000% | |
| 5/13/2025 | Francis Financial Inc. | 459,505 | $18.00M | 4.4% | N/A | 0.000% | |
| 5/13/2025 | Bridgewealth Advisory Group LLC | 10,925 | $428K | 0.6% | +54.0% | 0.000% | |
| 5/12/2025 | Cooper Financial Group | 12,800 | $501K | 0.1% | +10.1% | 0.000% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 4,232 | $166K | 0.1% | N/A | 0.000% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 1,147,345 | $44.94M | 1.4% | +33.5% | 0.000% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 12,909 | $505K | 0.0% | -6.4% | 0.000% | |
| 5/9/2025 | Argent Trust Co | 27,203 | $1.07M | 0.0% | N/A | 0.000% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 1,367 | $54K | 0.0% | +125.2% | 0.000% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 228,152 | $8.94M | 1.7% | +1.8% | 0.000% | |
| 5/8/2025 | CAP Partners LLC | 18,581 | $728K | 0.5% | +17.9% | 0.000% | |
| 5/8/2025 | Tandem Financial LLC | 44,007 | $1.72M | 1.9% | +6.7% | 0.000% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 14,728 | $577K | 0.0% | N/A | 0.000% | |
| 5/8/2025 | Arkadios Wealth Advisors | 15,641 | $613K | 0.0% | -2.2% | 0.000% | |
| 5/7/2025 | Frontier Asset Management LLC | 52,672 | $2.06M | 0.6% | +150.4% | 0.000% | |
| 5/7/2025 | LPL Financial LLC | 1,053,856 | $41.28M | 0.0% | +78.8% | 0.000% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 316,303 | $12.39M | 1.7% | N/A | 0.000% | |
| 5/7/2025 | White & Co Financial Planning Inc | 219,574 | $8.59M | 7.4% | +3.1% | 0.000% | |
| 5/6/2025 | Cetera Investment Advisers | 34,093 | $1.34M | 0.0% | +1.8% | 0.000% | |
| 5/6/2025 | AE Wealth Management LLC | 2,860 | $112K | 0.0% | N/A | 0.000% | |
| 5/5/2025 | Beckerman Institutional LLC | 51,127 | $2.00M | 1.5% | N/A | 0.000% | |
| 5/5/2025 | Hollencrest Capital Management | 2,560 | $100K | 0.0% | +100.0% | 0.000% | |
| 5/2/2025 | Concord Wealth Partners | 13,055 | $511K | 0.1% | N/A | 0.000% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 5,230 | $205K | 0.0% | -18.3% | 0.000% | |
| 5/2/2025 | Tectonic Advisors LLC | 521,822 | $20.44M | 1.3% | +5.0% | 0.000% | |
| 5/2/2025 | Apollon Financial LLC | 5,720 | $224K | 0.1% | N/A | 0.000% | |
| 5/2/2025 | Leelyn Smith LLC | 63,819 | $2.50M | 0.4% | -2.1% | 0.000% | |
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| 5/1/2025 | 3EDGE Asset Management LP | 137,472 | $5.39M | 0.4% | +127.6% | 0.000% | |
| 4/30/2025 | M&T Bank Corp | 1,298,264 | $50.85M | 0.2% | +17.1% | 0.000% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 903,751 | $35.40M | 0.0% | +103.4% | 0.000% | |
| 4/28/2025 | Rovin Capital UT ADV | 34,055 | $1.33M | 0.4% | N/A | 0.000% | |
| 4/25/2025 | WJ Wealth Management LLC | 149,036 | $5.84M | 2.1% | N/A | 0.000% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 25,221 | $988K | 0.0% | +139.6% | 0.000% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 135,511 | $5.31M | 0.0% | +22.9% | 0.000% | |
| 4/22/2025 | Weaver Capital Management LLC | 385,644 | $15.11M | 4.0% | +218.6% | 0.000% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 81,080 | $3.18M | 0.0% | +23.4% | 0.000% | |
| 4/17/2025 | Morton Capital Management LLC CA | 1,303,569 | $51.06M | 9.9% | +5.1% | 0.000% | |
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