| 4/25/2025 | Spinnaker Trust | 26,151 | $1.41M | 0.1% | -20.9% | 0.002% | |
| 4/25/2025 | Westside Investment Management Inc. | 58,258 | $3.14M | 0.7% | -0.7% | 0.004% | |
| 4/25/2025 | Argent Advisors Inc. | 24,022 | $1.30M | 0.4% | +17.4% | 0.002% | |
| 4/25/2025 | Arbor Investment Advisors LLC | 91,104 | $4.92M | 0.7% | +2.1% | 0.006% | |
| 4/25/2025 | Canandaigua National Trust Co of Florida | 7,214 | $389K | 0.3% | -59.6% | 0.000% | |
| 4/25/2025 | Citizens National Bank Trust Department | 8,515 | $460K | 0.1% | +52.1% | 0.001% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 536,183 | $28.94M | 0.0% | -4.3% | 0.035% | |
| 4/24/2025 | Golden State Wealth Management LLC | 5,399 | $291K | 0.0% | +6.2% | 0.000% | |
| 4/24/2025 | Patron Partners LLC | 9,100 | $491K | 0.3% | -7.0% | 0.001% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 336,733 | $18.17M | 1.9% | -7.3% | 0.022% | |
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| 4/24/2025 | Tsfg LLC | 122,640 | $6.62M | 1.4% | +60.7% | 0.008% | |
| 4/24/2025 | Highland Capital Management LLC | 112,342 | $6.06M | 0.4% | -2.8% | 0.007% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 610 | $33K | 0.0% | -54.1% | 0.000% | |
| 4/24/2025 | Oakworth Capital Inc. | 1,280 | $69K | 0.0% | +306.3% | 0.000% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 40,971 | $2.21M | 0.2% | +30.7% | 0.003% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 100,915 | $5.45M | 0.9% | -4.2% | 0.007% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 455,367 | $24.58M | 0.4% | +1.5% | 0.030% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 46,851 | $2.53M | 0.2% | +15.1% | 0.003% | |
| 4/24/2025 | Aspect Partners LLC | 32,294 | $1.74M | 1.0% | +5.8% | 0.002% | |
| 4/24/2025 | Trust Co. of Vermont | 13,833 | $747K | 0.0% | +47.3% | 0.001% | |
| 4/24/2025 | Park Place Capital Corp | 28,231 | $1.52M | 0.4% | -66.7% | 0.002% | |
| 4/24/2025 | First Merchants Corp | 82,213 | $4.44M | 0.2% | +20.8% | 0.005% | |
| 4/24/2025 | Bank of Stockton | 136,891 | $7.39M | 2.4% | +2.2% | 0.009% | |
| 4/23/2025 | Western Wealth Management LLC | 26,280 | $1.42M | 0.1% | +7.5% | 0.002% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 11,103 | $599K | 0.0% | +27.9% | 0.001% | |
| 4/23/2025 | SOL Capital Management CO | 38,006 | $2.05M | 0.2% | -13.7% | 0.002% | |
| 4/23/2025 | Nationwide Fund Advisors | 2,542,647 | $137.23M | 11.7% | -4.4% | 0.165% | |
| 4/23/2025 | Golden State Wealth Management LLC | 12,772 | $690K | 0.1% | +151.2% | 0.001% | |
| 4/23/2025 | Bessemer Group Inc. | 1,380,715 | $74.52M | 0.1% | +3.9% | 0.090% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 14,627 | $789K | 0.4% | +5.0% | 0.001% | |
| 4/22/2025 | Diversified Portfolios Inc. | 29,794 | $1.61M | 0.2% | +7.8% | 0.002% | |
| 4/22/2025 | Inlight Wealth Management LLC | 625 | $34K | 0.0% | N/A | 0.000% | |
| 4/22/2025 | Appleton Partners Inc. MA | 261,252 | $14.10M | 1.1% | +3.9% | 0.017% | |
| 4/21/2025 | Citizens & Northern Corp | 371,237 | $20.04M | 5.6% | +5.6% | 0.024% | |
| 4/21/2025 | Proathlete Wealth Management LLC | 2,441 | $132K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | ORG Partners LLC | 5,237 | $284K | 0.1% | -96.7% | 0.000% | |
| 4/21/2025 | Investment Research & Advisory Group Inc. | 1,997 | $108K | 0.0% | +21.5% | 0.000% | |
| 4/21/2025 | True Link Financial Advisors LLC | 6,221 | $336K | 0.0% | -4.4% | 0.000% | |
| 4/21/2025 | Norris Perne & French LLP MI | 42,007 | $2.27M | 0.2% | N/A | 0.003% | |
| 4/21/2025 | ORG Wealth Partners LLC | 886 | $48K | 0.0% | N/A | 0.000% | |
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| 4/21/2025 | HCR Wealth Advisors | 222,708 | $12.02M | 1.6% | +7.7% | 0.014% | |
| 4/21/2025 | Boston Trust Walden Corp | 4,385 | $237K | 0.0% | +5.9% | 0.000% | |
| 4/21/2025 | Community Bank N.A. | 136,309 | $7.36M | 1.0% | -0.6% | 0.009% | |
| 4/21/2025 | PSI Advisors LLC | 515 | $28K | 0.0% | -41.3% | 0.000% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 17,757 | $958K | 0.0% | +8.2% | 0.001% | |
| 4/21/2025 | Ayalon Insurance Comp Ltd. | 131,180 | $7.08M | 2.3% | -1.6% | 0.009% | |
| 4/21/2025 | Essex Savings Bank | 9,113 | $492K | 0.1% | -43.6% | 0.001% | |
| 4/21/2025 | MN Wealth Advisors LLC | 7,344 | $396K | 0.2% | +9.0% | 0.000% | |
| 4/18/2025 | GSB Wealth Management LLC | 1,391 | $75K | 0.0% | N/A | 0.000% | |
| 4/18/2025 | Financial Freedom LLC | 3,843 | $207K | 0.1% | -10.9% | 0.000% | |
| 4/17/2025 | NBT Bank N A NY | 51,715 | $2.79M | 0.2% | -24.3% | 0.003% | |
| 4/17/2025 | Copia Wealth Management | 593 | $32K | 0.0% | -42.9% | 0.000% | |
| 4/17/2025 | Highline Wealth Partners LLC | 99,182 | $5.35M | 1.8% | -1.2% | 0.006% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 1,810,446 | $97.71M | 0.3% | +41.0% | 0.118% | |
| 4/17/2025 | Hanson & Doremus Investment Management | 6,007 | $324K | 0.0% | -4.1% | 0.000% | |
| 4/17/2025 | North Star Investment Management Corp. | 574 | $31K | 0.0% | -61.2% | 0.000% | |
| 4/17/2025 | Missouri Trust & Investment Co | 136,868 | $7.39M | 2.6% | +4.7% | 0.009% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 42,797 | $2.23M | 1.0% | +52.0% | 0.003% | |
| 4/16/2025 | Parkside Investments LLC | 476,583 | $25.72M | 3.8% | +36.9% | 0.031% | |
| 4/16/2025 | Fortitude Family Office LLC | 130,353 | $7.04M | 2.5% | +27.7% | 0.008% | |
| 4/15/2025 | First United Bank & Trust | 45,073 | $2.43M | 0.9% | +13.1% | 0.003% | |
| 4/15/2025 | Zhang Financial LLC | 3,992 | $215K | 0.0% | N/A | 0.000% | |
| 4/15/2025 | Sanibel Captiva Trust Company Inc. | 76,670 | $4.14M | 0.1% | +37.5% | 0.005% | |
| 4/15/2025 | GAMMA Investing LLC | 249,050 | $13.44M | 1.0% | +17.5% | 0.016% | |
| 4/14/2025 | Farther Finance Advisors LLC | 318,356 | $17.26M | 0.4% | +37.4% | 0.021% | |
| 4/14/2025 | SOA Wealth Advisors LLC. | 145,122 | $7.83M | 0.9% | +347.6% | 0.009% | |
| 4/14/2025 | Kennebec Savings Bank | 6,408 | $346K | 0.4% | -60.4% | 0.000% | |
| 4/14/2025 | Regent Peak Wealth Advisors LLC | 5,163 | $279K | 0.1% | N/A | 0.000% | |
| 4/14/2025 | Orrstown Financial Services Inc. | 43,507 | $2.35M | 0.6% | -3.0% | 0.003% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 55,632 | $3.00M | 0.6% | +4.7% | 0.004% | |
| 4/11/2025 | Independence Bank of Kentucky | 7,416 | $400K | 0.1% | +24.0% | 0.000% | |
| 4/10/2025 | Financial Management Professionals Inc. | 361,111 | $19.49M | 2.5% | +9.8% | 0.023% | |
| 4/10/2025 | Horizons Wealth Management | 3,136 | $169K | 0.1% | +31.4% | 0.000% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 2,624 | $142K | 0.0% | -97.7% | 0.000% | |
| 4/9/2025 | Lbmc Investment Advisors LLC | 119,268 | $6.44M | 0.5% | -3.9% | 0.008% | |
| 4/9/2025 | NBC Securities Inc. | 35,001 | $1.89M | 0.2% | +116,570.0% | 0.002% | |
| 4/9/2025 | Fiduciary Alliance LLC | 5,171 | $279K | 0.0% | N/A | 0.000% | |
| 4/9/2025 | American National Bank & Trust | 5,760 | $311K | 0.0% | N/A | 0.000% | |
| 4/9/2025 | Iowa State Bank | 221,924 | $11.98M | 2.5% | +7.2% | 0.014% | |
| 4/8/2025 | Fifth Third Wealth Advisors LLC | 291,986 | $15.76M | 0.8% | +16.6% | 0.019% | |
| 4/8/2025 | New Hampshire Trust | 77,490 | $4.18M | 1.0% | -25.3% | 0.005% | |
| 4/8/2025 | Atlas Brown Inc. | 3,735 | $202K | 0.1% | N/A | 0.000% | |
| 4/8/2025 | Global Financial Private Client LLC | 1,942 | $105K | 0.0% | +66.3% | 0.000% | |
| 4/8/2025 | Parallel Advisors LLC | 324,389 | $17.51M | 0.4% | -9.0% | 0.021% | |
| 4/7/2025 | First County Bank CT | 5,527 | $298K | 0.2% | -65.1% | 0.000% | |
| 4/7/2025 | Stairway Partners LLC | 3,488,624 | $188.28M | 11.6% | +1.6% | 0.227% | |
| 4/7/2025 | GAMMA Investing LLC | 13,441,228 | $725.42M | 0.1% | +6,242.5% | 0.873% | |
| 4/7/2025 | AdvisorNet Financial Inc | 49,151 | $2.65M | 0.2% | +9.9% | 0.003% | |
| 4/4/2025 | Quent Capital LLC | 742,329 | $40.06M | 4.2% | +7.9% | 0.048% | |
| 4/3/2025 | Magnolia Capital Management Ltd. | 3,775 | $204K | 0.2% | N/A | 0.000% | |
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| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 181,042 | $9.77M | 0.3% | -68.1% | 0.012% | |
| 4/1/2025 | Emprise Bank | 16,839 | $909K | 0.5% | -37.9% | 0.001% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 492 | $26K | 0.0% | N/A | 0.000% | |
| 3/6/2025 | Copia Wealth Management | 1,038 | $54K | 0.1% | N/A | 0.000% | |
| 2/26/2025 | LM Advisors LLC | 68,262 | $3.57M | 0.6% | +8.9% | 0.005% | |
| 2/24/2025 | Ameriflex Group Inc. | 1,572 | $83K | 0.0% | N/A | 0.000% | |
| 2/22/2025 | American Trust | 30,260 | $1.58M | 0.1% | +234.2% | 0.002% | |
| 2/19/2025 | North Star Asset Management Inc. | 68,606 | $3.58M | 0.2% | -3.3% | 0.005% | |
| 2/18/2025 | Sunbelt Securities Inc. | 1,720 | $90K | 0.0% | +78.4% | 0.000% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 13,937 | $728K | 0.4% | N/A | 0.001% | |
