| 8/19/2025 | Advisory Services Network LLC | 4,535 | $700K | 0.0% | +9.0% | 0.028% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 2,407 | $363K | 0.0% | +26.2% | 0.015% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 3,814 | $575K | 0.0% | -26.6% | 0.023% | |
| 8/15/2025 | Captrust Financial Advisors | 23,172 | $3.50M | 0.0% | -0.5% | 0.142% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 2,734 | $412K | 0.0% | -44.4% | 0.017% | |
| 8/15/2025 | EP Wealth Advisors LLC | 22,998 | $3.47M | 0.0% | +0.6% | 0.141% | |
| 8/15/2025 | Bank of America Corp DE | 109,610 | $16.54M | 0.0% | -5.2% | 0.670% | |
| 8/15/2025 | Ameriprise Financial Inc. | 70,208 | $10.59M | 0.0% | +159.3% | 0.429% | |
| 8/14/2025 | Raymond James Financial Inc. | 100,896 | $15.22M | 0.0% | +15.9% | 0.617% | |
| 8/14/2025 | NewEdge Advisors LLC | 4,036 | $609K | 0.0% | -28.9% | 0.025% | |
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| 8/13/2025 | Baird Financial Group Inc. | 4,201 | $634K | 0.0% | +14.8% | 0.026% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 1,890 | $285K | 0.0% | -9.6% | 0.012% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 5,275 | $796K | 0.0% | -3.0% | 0.032% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 6,096 | $920K | 0.0% | +5.4% | 0.037% | |
| 8/12/2025 | Laurel Wealth Advisors LLC | 4,225 | $637K | 0.0% | +14,989.3% | 0.026% | |
| 8/12/2025 | Global Retirement Partners LLC | 1,385 | $209K | 0.0% | N/A | 0.008% | |
| 8/12/2025 | Centric Wealth Management | 5,950 | $924K | 0.2% | -6.3% | 0.036% | |
| 8/12/2025 | JPMorgan Chase & Co. | 6,393 | $965K | 0.0% | +13.2% | 0.039% | |
| 8/11/2025 | Greykasell Wealth Strategies Inc. | 20,967 | $3.16M | 1.5% | -2.3% | 0.128% | |
| 8/8/2025 | Cetera Investment Advisers | 59,159 | $8.93M | 0.0% | +3.1% | 0.362% | |
| 8/8/2025 | Creative Planning | 38,026 | $5.74M | 0.0% | -3.4% | 0.233% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 146,775 | $22.15M | 0.0% | -4.1% | 0.898% | |
| 8/8/2025 | VeraBank N.A. | 1,446 | $218K | 0.0% | N/A | 0.009% | |
| 8/7/2025 | Fagan Associates Inc. | 1,400 | $211K | 0.0% | N/A | 0.009% | |
| 8/7/2025 | Clarity Wealth Advisors LLC | 2,119 | $320K | 0.1% | -3.6% | 0.013% | |
| 8/7/2025 | Ibex Wealth Advisors | 6,654 | $1.00M | 0.1% | N/A | 0.041% | |
| 8/6/2025 | AE Wealth Management LLC | 4,833 | $729K | 0.0% | -5.2% | 0.030% | |
| 8/6/2025 | Wedbush Securities Inc. | 2,420 | $365K | 0.0% | -93.7% | 0.015% | |
| 8/6/2025 | Savant Capital LLC | 157,008 | $23.69M | 0.1% | -0.2% | 0.960% | |
| 8/5/2025 | Main Street Research LLC | 1,446 | $218K | 0.0% | N/A | 0.009% | |
| 8/5/2025 | Washburn Capital Management Inc. | 2,240 | $338K | 0.2% | -28.0% | 0.014% | |
| 8/5/2025 | Simplex Trading LLC | 426 | $64K | 0.0% | N/A | 0.003% | |
| 8/5/2025 | NewSquare Capital LLC | 9,702 | $1.46M | 0.1% | -1.0% | 0.059% | |
| 8/5/2025 | Westside Investment Management Inc. | 2,970 | $448K | 0.1% | +2.6% | 0.018% | |
| 8/5/2025 | Bank of Montreal Can | 39,066 | $5.89M | 0.0% | -0.3% | 0.239% | |
| 8/5/2025 | Sigma Planning Corp | 10,248 | $1.55M | 0.0% | +19.0% | 0.063% | |
| 8/5/2025 | Smith Shellnut Wilson LLC ADV | 1,326 | $200K | 0.1% | N/A | 0.008% | |
| 8/5/2025 | TIAA Trust National Association | 7,380 | $1.11M | 0.0% | +2.6% | 0.045% | |
| 8/4/2025 | Great Lakes Retirement Inc. | 1,562 | $236K | 0.0% | -34.6% | 0.010% | |
| 8/4/2025 | Assetmark Inc. | 329 | $50K | 0.0% | -90.2% | 0.002% | |
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| 8/4/2025 | Keybank National Association OH | 2,666 | $402K | 0.0% | N/A | 0.016% | |
| 8/4/2025 | World Investment Advisors | 2,752 | $415K | 0.0% | N/A | 0.017% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 2,711 | $409K | 0.0% | N/A | 0.017% | |
| 8/1/2025 | Curat Global LLC | 1,450 | $219K | 0.2% | +38.1% | 0.009% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 41,707 | $6.29M | 0.0% | +7.7% | 0.255% | |
| 7/30/2025 | Members Trust Co | 1,420 | $214K | 0.0% | -50.0% | 0.009% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 1,412 | $213K | 0.0% | N/A | 0.009% | |
| 7/28/2025 | Mutual Advisors LLC | 5,828 | $906K | 0.0% | -16.0% | 0.036% | |
| 7/25/2025 | Ellis Investment Partners LLC | 14,016 | $2.12M | 0.4% | +18.9% | 0.086% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 3,766 | $568K | 0.1% | -5.2% | 0.023% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 3,354 | $506K | 0.0% | -3.1% | 0.021% | |
| 7/24/2025 | Wealthstar Advisors LLC | 2,726 | $411K | 0.2% | N/A | 0.017% | |
| 7/23/2025 | H&H Retirement Design & Management INC | 2,270 | $348K | 0.2% | N/A | 0.014% | |
| 7/22/2025 | Chung Wu Investment Group LLC | 5,240 | $791K | 0.8% | -17.7% | 0.032% | |
| 7/22/2025 | DAVENPORT & Co LLC | 6,630 | $1M | 0.0% | -4.7% | 0.041% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 1,545 | $233K | 0.1% | N/A | 0.009% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,809 | $575K | 0.0% | N/A | 0.023% | |
| 7/21/2025 | Asset Advisors Investment Management LLC | 22,849 | $3.45M | 0.3% | -0.7% | 0.140% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,279 | $646K | 0.0% | +13.2% | 0.026% | |
| 7/18/2025 | Truist Financial Corp | 17,040 | $2.57M | 0.0% | +11.7% | 0.104% | |
| 7/16/2025 | GenWealth Group Inc. | 5,984 | $903K | 0.2% | -8.4% | 0.037% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 17,215 | $2.61M | 0.4% | +16.0% | 0.105% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,335 | $805K | 0.0% | -5.3% | 0.033% | |
| 7/11/2025 | Thomasville National Bank | 10,811 | $1.63M | 0.1% | -12.5% | 0.066% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 52,959 | $8.09M | 0.0% | +2.2% | 0.324% | |
| 7/10/2025 | Wedmont Private Capital | 1,363 | $208K | 0.0% | N/A | 0.008% | |
| 7/9/2025 | Finley Financial LLC | 16,197 | $2.44M | 1.2% | -1.8% | 0.099% | |
| 7/9/2025 | Summit Financial Consulting LLC | 16,329 | $2.46M | 2.2% | N/A | 0.100% | |
| 7/8/2025 | Ballew Advisors Inc | 4,380 | $669K | 0.4% | -7.6% | 0.027% | |
| 7/8/2025 | Lowe Wealth Advisors LLC | 33,909 | $5.12M | 2.0% | -0.3% | 0.207% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 24,668 | $3.36M | 0.0% | +87.0% | 0.150% | |
| 5/20/2025 | Focus Partners Wealth | 12,592 | $1.71M | 0.0% | -14.8% | 0.078% | |
| 5/20/2025 | Integrity Alliance LLC. | 1,638 | $223K | 0.0% | N/A | 0.010% | |
| 5/20/2025 | Aspen Investment Management Inc | 1,757 | $239K | 0.1% | N/A | 0.011% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 24,668 | $3.36M | 0.0% | +87.0% | 0.152% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,028 | $140K | 0.0% | -60.5% | 0.006% | |
| 5/16/2025 | NewEdge Advisors LLC | 5,680 | $773K | 0.0% | +40.2% | 0.035% | |
| 5/15/2025 | Royal Bank of Canada | 95,127 | $12.95M | 0.0% | -0.2% | 0.587% | |
| 5/14/2025 | Comerica Bank | 33,653 | $4.58M | 0.0% | +1.2% | 0.208% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,437 | $740K | 0.0% | -5.9% | 0.034% | |
| 5/14/2025 | Kestra Advisory Services LLC | 22,603 | $3.08M | 0.0% | +37.0% | 0.140% | |
| 5/14/2025 | CW Advisors LLC | 4,849 | $660K | 0.0% | -15.4% | 0.030% | |
| 5/13/2025 | Raymond James Financial Inc. | 87,051 | $11.85M | 0.0% | +13.5% | 0.537% | |
| 5/13/2025 | Twin Focus Capital Partners LLC | 3,049 | $415K | 0.1% | N/A | 0.019% | |
| 5/13/2025 | Finley Financial LLC | 16,497 | $2.23M | 1.2% | -7.7% | 0.102% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 14,795 | $2.01M | 0.0% | N/A | 0.091% | |
| 5/13/2025 | HighTower Advisors LLC | 13,880 | $1.89M | 0.0% | -1.8% | 0.086% | |
| 5/12/2025 | SouthState Corp | 223 | $30K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | Silver Oak Advisory Group Inc. | 2,616 | $356K | 0.2% | -4.9% | 0.016% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 21,457 | $2.92M | 1.6% | -2.6% | 0.132% | |
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| 5/9/2025 | Wealthspire Advisors LLC | 1,887 | $257K | 0.0% | +30.6% | 0.012% | |
| 5/9/2025 | Cooper Haims Advisors LLC | 2,153 | $293K | 0.2% | -3.4% | 0.013% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 118,541 | $16.13M | 0.0% | -0.3% | 0.732% | |
| 5/9/2025 | Blair William & Co. IL | 910 | $124K | 0.0% | +61.3% | 0.006% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 152,986 | $20.82M | 0.0% | -5.7% | 0.944% | |
| 5/8/2025 | TIAA Trust National Association | 7,195 | $979K | 0.0% | -1.9% | 0.044% | |
| 5/8/2025 | NorthRock Partners LLC | 16,790 | $2.29M | 0.1% | -2.1% | 0.104% | |
| 5/7/2025 | Nottingham Advisors Inc. | 1,574 | $214K | 0.0% | -35.2% | 0.010% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 5,412 | $737K | 0.0% | -24.3% | 0.033% | |
| 5/7/2025 | LPL Financial LLC | 292,437 | $39.80M | 0.0% | -3.1% | 1.805% | |
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