| 8/18/2025 | Front Row Advisors LLC | 3,750 | $94K | 0.0% | -35.7% | 0.003% | |
| 8/15/2025 | Captrust Financial Advisors | 1,282,182 | $32.29M | 0.1% | -5.4% | 1.100% | |
| 8/15/2025 | BNP Paribas Financial Markets | 3,323 | $84K | 0.0% | -53.4% | 0.003% | |
| 8/15/2025 | Ameriprise Financial Inc. | 877,591 | $22.10M | 0.0% | -18.7% | 0.753% | |
| 8/14/2025 | Dearborn Partners LLC | 23,542 | $593K | 0.0% | +6.3% | 0.020% | |
| 8/14/2025 | NewEdge Advisors LLC | 910,149 | $22.92M | 0.1% | -11.8% | 0.781% | |
| 8/14/2025 | Hurley Capital LLC | 85,404 | $2.15M | 1.5% | -0.6% | 0.073% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 60,832 | $1.53M | 0.0% | -14.0% | 0.052% | |
| 8/13/2025 | Peloton Wealth Strategists | 288,840 | $7.27M | 2.9% | -1.4% | 0.248% | |
| 8/12/2025 | JPMorgan Chase & Co. | 450,061 | $11.33M | 0.0% | +27.4% | 0.386% | |
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| 8/11/2025 | Mosaic Family Wealth Partners LLC | 44,419 | $1.12M | 0.1% | N/A | 0.038% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 204,261 | $5.14M | 0.1% | N/A | 0.174% | |
| 8/5/2025 | ADG Wealth Management Group LLC | 23,275 | $586K | 0.5% | N/A | 0.020% | |
| 8/5/2025 | Gould Asset Management LLC CA | 52,535 | $1.32M | 0.3% | +5.6% | 0.045% | |
| 8/4/2025 | Spinnaker Trust | 292,050 | $7.35M | 0.4% | +0.4% | 0.249% | |
| 8/4/2025 | L.M. Kohn & Company | 16,664 | $420K | 0.1% | -14.6% | 0.014% | |
| 8/1/2025 | Bank of Jackson Hole Trust | 3,628 | $91K | 0.1% | +34.4% | 0.003% | |
| 7/31/2025 | Leavell Investment Management Inc. | 347,086 | $8.74M | 0.4% | -12.5% | 0.296% | |
| 7/30/2025 | Strategic Blueprint LLC | 22,875 | $576K | 0.0% | +2.0% | 0.019% | |
| 7/30/2025 | Bogart Wealth LLC | 5,145 | $130K | 0.0% | -16.4% | 0.004% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 62,153 | $1.57M | 0.3% | -3.6% | 0.053% | |
| 7/29/2025 | Lyell Wealth Management LP | 310,222 | $7.81M | 0.6% | -12.1% | 0.264% | |
| 7/25/2025 | Heartland Bank & Trust Co | 92,089 | $2.32M | 1.1% | +70.8% | 0.078% | |
| 7/25/2025 | Wells Financial Advisors INC | 1,440 | $36K | 0.0% | -68.0% | 0.001% | |
| 7/24/2025 | First Fiduciary Investment Counsel Inc. | 85,792 | $2.16M | 0.4% | -3.3% | 0.073% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 80,299 | $2.02M | 0.0% | -42.6% | 0.068% | |
| 7/21/2025 | Exchange Capital Management Inc. | 47,115 | $1.19M | 0.2% | -21.3% | 0.040% | |
| 7/21/2025 | Crews Bank & Trust | 183,790 | $4.63M | 0.7% | -1.8% | 0.156% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 17,768 | $447K | 0.1% | -47.5% | 0.015% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 171,957 | $4.33M | 0.0% | -0.5% | 0.146% | |
| 7/16/2025 | Rebalance LLC | 436,312 | $10.99M | 0.7% | +1.6% | 0.370% | |
| 7/15/2025 | RVW Wealth LLC | 1,008,412 | $25.39M | 2.2% | +4.6% | 0.856% | |
| 7/11/2025 | Farther Finance Advisors LLC | 6,700 | $169K | 0.0% | +105.1% | 0.006% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 84,185 | $2.12M | 0.3% | -6.3% | 0.071% | |
| 7/9/2025 | Praetorian Wealth Management Inc. | 154,843 | $3.90M | 0.9% | -8.4% | 0.131% | |
| 7/8/2025 | Parallel Advisors LLC | 194,181 | $4.89M | 0.1% | +9.7% | 0.164% | |
| 7/7/2025 | Horizons Wealth Management | 10,626 | $268K | 0.2% | -11.5% | 0.009% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 63,058 | $1.59M | 0.1% | +8.4% | 0.053% | |
| 5/16/2025 | American Trust | 17,191 | $432K | 0.1% | +3.2% | 0.014% | |
| 5/16/2025 | Peloton Wealth Strategists | 292,840 | $7.37M | 3.1% | -1.1% | 0.238% | |
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| 5/16/2025 | NewEdge Advisors LLC | 1,031,825 | $25.95M | 0.2% | -4.0% | 0.839% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 202,481 | $5.09M | 0.1% | +52.1% | 0.165% | |
| 5/15/2025 | OLD Mission Capital LLC | 14,438 | $363K | 0.0% | N/A | 0.012% | |
| 5/12/2025 | Scissortail Wealth Management LLC | 307,907 | $7.74M | 2.0% | +4.4% | 0.250% | |
| 5/9/2025 | Foster Dykema Cabot & Partners LLC | 10,000 | $252K | 0.0% | -23.7% | 0.008% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 70,718 | $1.78M | 0.1% | -2.6% | 0.057% | |
| 5/9/2025 | Wells Financial Advisors INC | 4,500 | $113K | 0.2% | -45.4% | 0.004% | |
| 5/8/2025 | Bank of Jackson Hole Trust | 2,699 | $68K | 0.0% | +60.4% | 0.002% | |
| 5/8/2025 | Lyell Wealth Management LP | 353,095 | $8.88M | 0.8% | -4.8% | 0.287% | |
| 5/8/2025 | RVW Wealth LLC | 963,807 | $24.24M | 2.3% | +0.8% | 0.783% | |
| 5/8/2025 | Dearborn Partners LLC | 22,143 | $557K | 0.0% | -1.8% | 0.018% | |
| 5/7/2025 | Hurley Capital LLC | 85,940 | $2.16M | 1.6% | +2.6% | 0.070% | |
| 5/7/2025 | Valley Wealth Managers Inc. | 81,895 | $2.06M | 0.2% | -3.5% | 0.067% | |
| 5/5/2025 | Arrow Financial Corp | 542,074 | $13.63M | 1.5% | -2.0% | 0.441% | |
| 4/30/2025 | Leavell Investment Management Inc. | 396,844 | $9.98M | 0.5% | +2.8% | 0.323% | |
| 4/29/2025 | Cloud Capital Management LLC | 6,639 | $166K | 0.1% | N/A | 0.005% | |
| 4/29/2025 | Bank of New York Mellon Corp | 30,389 | $764K | 0.0% | +10.1% | 0.024% | |
| 4/29/2025 | Sonata Capital Group Inc. | 123,244 | $3.10M | 1.3% | -0.7% | 0.097% | |
| 4/29/2025 | Strategic Blueprint LLC | 22,428 | $564K | 0.0% | -4.7% | 0.018% | |
| 4/28/2025 | Buffington Mohr McNeal | 226,433 | $5.70M | 1.1% | -7.6% | 0.179% | |
| 4/25/2025 | Spinnaker Trust | 290,886 | $7.32M | 0.5% | +24.9% | 0.230% | |
| 4/25/2025 | First Fiduciary Investment Counsel Inc. | 88,727 | $2.23M | 0.5% | -2.9% | 0.070% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 89,873 | $2.26M | 0.4% | +80.2% | 0.071% | |
| 4/24/2025 | Trust Co. of Vermont | 5,268 | $132K | 0.0% | N/A | 0.004% | |
| 4/23/2025 | Trust Co of Kansas | 16,027 | $403K | 0.2% | N/A | 0.013% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 234,826 | $5.91M | 0.0% | +5.6% | 0.185% | |
| 4/22/2025 | Crews Bank & Trust | 187,085 | $4.71M | 0.8% | -2.7% | 0.148% | |
| 4/22/2025 | Heartland Bank & Trust Co | 53,909 | $1.36M | 0.7% | +23.1% | 0.043% | |
| 4/22/2025 | RFP Financial Group LLC | 25,020 | $629K | 0.3% | N/A | 0.020% | |
| 4/21/2025 | L.M. Kohn & Company | 19,520 | $491K | 0.1% | -9.8% | 0.015% | |
| 4/17/2025 | Montecito Bank & Trust | 50,329 | $1.27M | 0.2% | +4.7% | 0.040% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 172,770 | $4.35M | 0.0% | -0.7% | 0.136% | |
| 4/17/2025 | Rebalance LLC | 429,323 | $10.80M | 0.8% | +28.2% | 0.339% | |
| 4/16/2025 | Praetorian Wealth Management Inc. | 169,107 | $4.25M | 1.0% | -10.9% | 0.134% | |
| 4/15/2025 | GAMMA Investing LLC | 201,335 | $5.06M | 0.4% | +21.8% | 0.159% | |
| 4/14/2025 | Farther Finance Advisors LLC | 3,267 | $82K | 0.0% | -10.9% | 0.003% | |
| 4/14/2025 | Bank of New Hampshire | 10,355 | $260K | 0.1% | -3.9% | 0.008% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 64,491 | $1.62M | 0.3% | -5.1% | 0.051% | |
| 4/8/2025 | Parallel Advisors LLC | 176,994 | $4.45M | 0.1% | -16.6% | 0.139% | |
| 4/7/2025 | GAMMA Investing LLC | 5,063,575 | $127.35M | 0.0% | +2,962.2% | 3.981% | |
| 2/18/2025 | Sunbelt Securities Inc. | 17,365 | $435K | 0.0% | +5.5% | 0.016% | |
| 2/18/2025 | Novem Group | 416,415 | $10.43M | 1.5% | N/A | 0.394% | |
| 2/18/2025 | 10Elms LLP | 33,264 | $833K | 0.9% | N/A | 0.031% | |
| 2/17/2025 | Sentinus LLC | 29,507 | $739K | 0.2% | -3.5% | 0.028% | |
| 2/17/2025 | Captrust Financial Advisors | 1,299,473 | $32.55M | 0.1% | +29.2% | 1.229% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 72,631 | $1.82M | 0.1% | N/A | 0.069% | |
| 2/17/2025 | Baird Financial Group Inc. | 22,944 | $575K | 0.0% | +5.8% | 0.022% | |
| 2/17/2025 | BNP Paribas Financial Markets | 59,927 | $1.50M | 0.0% | N/A | 0.057% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,575,939 | $39.48M | 0.0% | -4.7% | 1.490% | |
| 2/17/2025 | Ancora Advisors LLC | 9,189 | $230K | 0.0% | +19.2% | 0.009% | |
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| 2/14/2025 | Arrow Financial Corp | 553,062 | $13.85M | 1.3% | +3.1% | 0.523% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 133,082 | $3.33M | 0.0% | +12.7% | 0.126% | |
| 2/14/2025 | Landing Point Financial Group LLC | 13,779 | $346K | 0.3% | N/A | 0.013% | |
| 2/13/2025 | Foster Dykema Cabot & Partners LLC | 13,100 | $328K | 0.0% | +424.0% | 0.012% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 233,081 | $5.84M | 0.0% | +8.2% | 0.220% | |
| 2/13/2025 | Hurley Capital LLC | 83,723 | $2.10M | 1.7% | N/A | 0.079% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 14,309 | $359K | 0.0% | +72.3% | 0.014% | |
| 2/12/2025 | American Money Management LLC | 19,379 | $485K | 0.1% | -41.0% | 0.018% | |
| 2/12/2025 | Brown Brothers Harriman & Co. | 52,927 | $1.33M | 0.0% | N/A | 0.050% | |
| 2/12/2025 | Godshalk Welsh Capital Management Inc. | 26,050 | $653K | 0.4% | +4.0% | 0.025% | |
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