| 8/14/2025 | NewEdge Advisors LLC | 224,569 | $7.61M | 0.0% | +7.4% | 0.380% | |
| 8/13/2025 | Victory Financial Group LLC | 17,010 | $576K | 0.1% | -8.2% | 0.029% | |
| 8/13/2025 | Flow Traders U.S. LLC | 6,217 | $211K | 0.0% | -62.2% | 0.011% | |
| 8/13/2025 | Baird Financial Group Inc. | 85,517 | $2.90M | 0.0% | -3.0% | 0.145% | |
| 8/13/2025 | CW Advisors LLC | 77,537 | $2.63M | 0.0% | N/A | 0.131% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 614,209 | $20.80M | 1.3% | -24.6% | 1.038% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 2,144,802 | $72.64M | 0.1% | +116.7% | 3.626% | |
| 8/12/2025 | Financial Advocates Investment Management | 127,242 | $4.31M | 0.4% | +29.0% | 0.215% | |
| 8/12/2025 | JPMorgan Chase & Co. | 235,159 | $7.97M | 0.0% | +205.9% | 0.398% | |
| 8/11/2025 | United Advisor Group LLC | 101,486 | $3.44M | 0.6% | +379.1% | 0.169% | |
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| 8/8/2025 | Kingsview Wealth Management LLC | 57,260 | $1.94M | 0.0% | +41.8% | 0.095% | |
| 8/8/2025 | Cetera Investment Advisers | 158,637 | $5.37M | 0.0% | +2.4% | 0.264% | |
| 8/8/2025 | Condor Capital Management | 372,583 | $12.62M | 1.1% | +2.5% | 0.621% | |
| 8/8/2025 | CFO4Life Group LLC | 120,132 | $4.07M | 0.6% | -1.7% | 0.200% | |
| 8/7/2025 | CENTRAL TRUST Co | 66,931 | $2.27M | 0.1% | +8.0% | 0.112% | |
| 8/7/2025 | Allworth Financial LP | 10,510 | $356K | 0.0% | -7.7% | 0.018% | |
| 8/7/2025 | Hartford Funds Management Co LLC | 13,845,655 | $468.95M | 44.7% | +1.5% | 23.408% | |
| 8/7/2025 | Brio Consultants LLC | 462,523 | $15.67M | 2.3% | +2.3% | 0.771% | |
| 8/6/2025 | Bensler LLC | 463,109 | $15.69M | 1.8% | -11.5% | 0.772% | |
| 8/6/2025 | Golden State Wealth Management LLC | 45,407 | $1.54M | 0.2% | -2.2% | 0.076% | |
| 8/5/2025 | Integrity Financial Corp WA | 75,022 | $2.55M | 1.3% | N/A | 0.125% | |
| 8/4/2025 | Atria Investments Inc | 57,326 | $1.94M | 0.0% | N/A | 0.096% | |
| 8/4/2025 | Spire Wealth Management | 672,078 | $22.62M | 0.8% | -12.7% | 1.120% | |
| 8/4/2025 | Barnes Dennig Private Wealth Management LLC | 4,172 | $141K | 0.2% | N/A | 0.007% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 523,182 | $17.72M | 0.0% | -0.5% | 0.872% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 102,419 | $3.47M | 1.4% | +3.1% | 0.171% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 429,178 | $14.54M | 0.9% | +2.7% | 0.715% | |
| 7/29/2025 | Mountain Capital Investment Advisors Inc. | 1,103,642 | $37.37M | 7.2% | +12.1% | 1.839% | |
| 7/29/2025 | Private Trust Co. NA | 1,721 | $58K | 0.0% | -62.1% | 0.003% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 17,210 | $585K | 0.0% | -41.2% | 0.029% | |
| 7/25/2025 | Clarendon Private LLC | 11,693 | $396K | 0.4% | +4.1% | 0.019% | |
| 7/25/2025 | Prostatis Group LLC | 201,469 | $6.82M | 2.0% | +9.7% | 0.336% | |
| 7/25/2025 | CWM LLC | 7,247 | $245K | 0.0% | -31.2% | 0.012% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 6,352 | $215K | 0.0% | -9.5% | 0.011% | |
| 7/25/2025 | IRON Financial LLC | 309,344 | $10.48M | 5.4% | -5.1% | 0.516% | |
| 7/23/2025 | Laraway Financial Advisors Inc | 36,000 | $1.22M | 0.9% | -2.4% | 0.060% | |
| 7/22/2025 | Simplicity Wealth LLC | 39,024 | $1.32M | 0.1% | +90.4% | 0.065% | |
| 7/22/2025 | Berger Financial Group Inc | 834,880 | $28.28M | 1.8% | +5.9% | 1.394% | |
| 7/22/2025 | Strid Group LLC | 165,332 | $5.60M | 0.8% | +6.2% | 0.276% | |
| 7/18/2025 | Truist Financial Corp | 447,939 | $15.17M | 0.0% | -2.6% | 0.748% | |
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| 7/17/2025 | HB Wealth Management LLC | 1,786,415 | $60.51M | 0.5% | -8.5% | 2.982% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 11,500 | $390K | 0.0% | -8.0% | 0.019% | |
| 7/17/2025 | Montis Financial LLC | 12,675 | $429K | 0.1% | -20.6% | 0.021% | |
| 7/16/2025 | MBE Wealth Management LLC | 78,856 | $2.67M | 1.2% | +3.7% | 0.132% | |
| 7/15/2025 | Legacy Solutions LLC | 73,107 | $2.48M | 2.4% | +1.8% | 0.122% | |
| 7/14/2025 | Strategic Planning Group LLC | 175,818 | $5.96M | 1.0% | +1.0% | 0.294% | |
| 7/10/2025 | Marshall Financial Group LLC | 120,639 | $4.06M | 0.8% | -80.9% | 0.201% | |
| 7/10/2025 | Park Capital Management LLC WI | 879,096 | $29.78M | 27.6% | +2.2% | 1.468% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,815,048 | $61.22M | 0.1% | -2.2% | 3.030% | |
| 7/10/2025 | Atticus Wealth Management LLC | 352,805 | $11.95M | 3.2% | +3.7% | 0.589% | |
| 7/10/2025 | Sovran Advisors LLC | 22,659 | $762K | 0.1% | +69.5% | 0.038% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 738,126 | $25M | 1.7% | -16.2% | 1.232% | |
| 7/8/2025 | Advance Capital Management Inc. | 487,095 | $16.50M | 0.7% | +9.1% | 0.815% | |
| 7/8/2025 | Apella Capital LLC | 11,754 | $395K | 0.0% | N/A | 0.020% | |
| 7/2/2025 | Howard Financial Services LTD. | 885,861 | $30.00M | 3.9% | +2.0% | 1.485% | |
| 7/1/2025 | Private Client Services LLC | 107,422 | $3.64M | 1.4% | +59.5% | 0.180% | |
| 5/19/2025 | Jane Street Group LLC | 136,737 | $4.63M | 0.0% | -17.4% | 0.231% | |
| 5/16/2025 | Prostatis Group LLC | 183,637 | $6.22M | 2.0% | -6.9% | 0.310% | |
| 5/16/2025 | NewEdge Advisors LLC | 209,093 | $7.08M | 0.0% | +3.3% | 0.353% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 71,535 | $2.42M | 0.0% | +902.2% | 0.121% | |
| 5/15/2025 | Royal Bank of Canada | 169,888 | $5.75M | 0.0% | +4.8% | 0.287% | |
| 5/15/2025 | MAI Capital Management | 10,516 | $356K | 0.0% | -48.2% | 0.018% | |
| 5/15/2025 | Baird Financial Group Inc. | 88,194 | $2.99M | 0.0% | +15.8% | 0.149% | |
| 5/15/2025 | OLD Mission Capital LLC | 48,501 | $1.64M | 0.0% | -71.7% | 0.082% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 815,047 | $27.60M | 2.1% | -16.2% | 1.377% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 989,719 | $33.51M | 0.0% | +7.3% | 1.672% | |
| 5/14/2025 | Flow Traders U.S. LLC | 16,438 | $557K | 0.0% | -75.5% | 0.028% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,451,639 | $49.15M | 0.0% | +44.3% | 2.452% | |
| 5/13/2025 | MSH Capital Advisors LLC | 32,221 | $1.09M | 0.3% | -32.8% | 0.054% | |
| 5/13/2025 | HighTower Advisors LLC | 1,685,123 | $57.06M | 0.1% | +15,924.4% | 2.846% | |
| 5/12/2025 | Berger Financial Group Inc | 788,276 | $26.69M | 1.9% | +20.9% | 1.332% | |
| 5/12/2025 | Condor Capital Management | 363,552 | $12.31M | 1.1% | +3.2% | 0.614% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 29,277 | $995K | 0.0% | -49.5% | 0.049% | |
| 5/9/2025 | NewEdge Wealth LLC | 742,507 | $25.14M | 0.5% | +2.5% | 1.254% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 657,323 | $22.26M | 0.0% | -3.5% | 1.110% | |
| 5/7/2025 | Clarendon Private LLC | 11,230 | $380K | 0.4% | +7.2% | 0.019% | |
| 5/7/2025 | LPL Financial LLC | 1,238,086 | $41.92M | 0.0% | -4.1% | 2.091% | |
| 5/7/2025 | HB Wealth Management LLC | 1,951,956 | $66.09M | 0.6% | N/A | 3.297% | |
| 5/6/2025 | Cetera Investment Advisers | 154,848 | $5.24M | 0.0% | -23.4% | 0.262% | |
| 5/6/2025 | Kathleen S. Wright Associates Inc. | 99,348 | $3.36M | 1.3% | +2.4% | 0.168% | |
| 5/6/2025 | Hartford Funds Management Co LLC | 13,642,385 | $461.93M | 41.7% | -6.3% | 23.045% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 10,415 | $353K | 0.0% | N/A | 0.018% | |
| 5/5/2025 | Private Advisor Group LLC | 376,340 | $12.74M | 0.1% | -0.4% | 0.636% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 40,368 | $1.37M | 0.0% | +446.6% | 0.068% | |
| 5/2/2025 | Montis Financial LLC | 15,955 | $540K | 0.2% | -12.3% | 0.027% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 518,735 | $17.56M | 3.2% | +91.0% | 0.876% | |
| 5/1/2025 | CWM LLC | 10,535 | $357K | 0.0% | +839.8% | 0.018% | |
| 4/30/2025 | Allworth Financial LP | 11,389 | $383K | 0.0% | -6.4% | 0.019% | |
| 4/30/2025 | CFO4Life Group LLC | 122,252 | $4.14M | 0.7% | +10.8% | 0.207% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 417,965 | $14.15M | 0.9% | +18.4% | 0.706% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 525,983 | $17.81M | 0.0% | -29.5% | 0.888% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 7,019 | $238K | 0.0% | -87.5% | 0.012% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 7,901 | $268K | 0.0% | -8.1% | 0.013% | |
| 4/28/2025 | Mountain Capital Investment Advisors Inc. | 984,079 | $33.08M | 5.9% | -1.5% | 1.672% | |
| 4/28/2025 | Great Point Wealth Advisors LLC | 532,731 | $18.04M | 3.9% | +27.8% | 0.905% | |
| 4/28/2025 | DAVENPORT & Co LLC | 84,190 | $2.85M | 0.0% | -2.5% | 0.143% | |
| 4/25/2025 | Westside Investment Management Inc. | 23,200 | $786K | 0.2% | -13.3% | 0.039% | |
| 4/25/2025 | IRON Financial LLC | 326,088 | $11.04M | 6.2% | -3.5% | 0.554% | |
| 4/25/2025 | Strid Group LLC | 155,663 | $5.27M | 0.8% | +0.4% | 0.265% | |
| 4/25/2025 | Sovran Advisors LLC | 13,368 | $447K | 0.1% | N/A | 0.023% | |
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