| 8/19/2025 | B. Riley Wealth Advisors Inc. | 14,059 | $1.21M | 0.1% | N/A | 0.018% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 129,751 | $11.17M | 0.3% | +24.7% | 0.169% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 6,648 | $572K | 0.0% | N/A | 0.009% | |
| 8/15/2025 | Corient Private Wealth LLC | 22,814 | $1.96M | 0.0% | +454.1% | 0.030% | |
| 8/15/2025 | Equitable Holdings Inc. | 39,770 | $3.42M | 0.0% | +2.2% | 0.052% | |
| 8/15/2025 | Captrust Financial Advisors | 3,634,474 | $312.82M | 0.7% | +7.8% | 4.731% | |
| 8/15/2025 | Visionary Wealth Advisors | 53,965 | $4.65M | 0.2% | -13.5% | 0.070% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 3,541 | $305K | 0.0% | +17.3% | 0.005% | |
| 8/15/2025 | MML Investors Services LLC | 212,241 | $18.27M | 0.1% | +11.8% | 0.276% | |
| 8/15/2025 | Modern Wealth Management LLC | 63,207 | $5.44M | 0.1% | +1.3% | 0.082% | |
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| 8/15/2025 | IHT Wealth Management LLC | 20,198 | $1.74M | 0.0% | -23.1% | 0.026% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 540,013 | $46.48M | 1.0% | -17.8% | 0.703% | |
| 8/15/2025 | Bank of America Corp DE | 1,610,252 | $138.59M | 0.0% | +9.5% | 2.096% | |
| 8/15/2025 | Ameriprise Financial Inc. | 4,144,956 | $356.68M | 0.1% | -3.7% | 5.396% | |
| 8/14/2025 | Jane Street Group LLC | 64,698 | $5.57M | 0.0% | N/A | 0.084% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,534,344 | $132.06M | 0.0% | +3.1% | 1.997% | |
| 8/14/2025 | HUB Investment Partners LLC | 309,405 | $26.63M | 0.9% | +10.2% | 0.403% | |
| 8/14/2025 | Heritage Wealth Management Inc. | 12,817 | $1.10M | 0.4% | +157.7% | 0.017% | |
| 8/14/2025 | NewEdge Advisors LLC | 86,738 | $7.47M | 0.0% | -9.6% | 0.113% | |
| 8/14/2025 | Menora Mivtachim Holdings LTD. | 75,791 | $6.52M | 0.0% | +55.1% | 0.099% | |
| 8/14/2025 | Integrated Investment Consultants LLC | 2,582 | $222K | 0.0% | N/A | 0.003% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 32,806 | $2.82M | 0.0% | +36.9% | 0.043% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 460,101 | $39.60M | 1.1% | +10.9% | 0.599% | |
| 8/13/2025 | Cary Street Partners Investment Advisory LLC | 10,267 | $884K | 0.4% | -1.1% | 0.013% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 8,410 | $724K | 0.1% | +11.3% | 0.011% | |
| 8/13/2025 | Marshall Wace LLP | 29,707 | $2.56M | 0.0% | N/A | 0.039% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 1,333 | $115K | 0.0% | -66.1% | 0.002% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 8,946 | $806K | 0.3% | +2.1% | 0.012% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 378,412 | $32.57M | 2.1% | +4.7% | 0.493% | |
| 8/13/2025 | Smith Moore & CO. | 29,998 | $2.58M | 0.2% | -61.3% | 0.039% | |
| 8/13/2025 | VestGen Advisors LLC | 8,949 | $790K | 0.0% | -5.4% | 0.012% | |
| 8/13/2025 | Trustmark Bank Trust Department | 3,000 | $258K | 0.0% | N/A | 0.004% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,268 | $281K | 0.0% | +143.3% | 0.004% | |
| 8/13/2025 | Correct Capital Wealth Management | 954,568 | $82.16M | 12.0% | +14.5% | 1.243% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 17,427 | $1.50M | 0.0% | +2.9% | 0.023% | |
| 8/12/2025 | Financial Advocates Investment Management | 172,395 | $14.84M | 1.2% | -7.3% | 0.224% | |
| 8/12/2025 | Resolute Wealth Strategies LLC | 40,547 | $3.49M | 1.9% | +8.1% | 0.053% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 8,767 | $755K | 0.0% | +12.9% | 0.011% | |
| 8/12/2025 | CreativeOne Wealth LLC | 71,188 | $6.13M | 0.2% | +14.4% | 0.093% | |
| 8/12/2025 | Global Retirement Partners LLC | 23,753 | $2.04M | 0.1% | N/A | 0.031% | |
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| 8/12/2025 | Barnes Pettey Financial Advisors LLC | 3,185 | $274K | 0.2% | N/A | 0.004% | |
| 8/12/2025 | Riverstone Advisors LLC | 3,198 | $275K | 0.1% | N/A | 0.004% | |
| 8/12/2025 | Cozad Asset Management Inc. | 9,173 | $790K | 0.1% | -10.6% | 0.012% | |
| 8/12/2025 | AlphaCore Capital LLC | 308,986 | $26.59M | 1.0% | +68.8% | 0.402% | |
| 8/12/2025 | JPMorgan Chase & Co. | 9,351,704 | $804.90M | 0.1% | +8.9% | 12.174% | |
| 8/11/2025 | Perennial Investment Advisors LLC | 24,891 | $2.14M | 0.2% | +15.5% | 0.033% | |
| 8/11/2025 | Semus Wealth Partners LLC | 23,269 | $2.00M | 1.3% | +1.5% | 0.031% | |
| 8/11/2025 | Purus Wealth Management LLC | 31,990 | $2.75M | 1.0% | +1.0% | 0.042% | |
| 8/11/2025 | Western Wealth Management LLC | 4,303 | $370K | 0.0% | +8.6% | 0.006% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 17,874 | $1.54M | 0.0% | -39.1% | 0.024% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 33,842 | $2.91M | 0.0% | +11.4% | 0.045% | |
| 8/8/2025 | Keyvantage Wealth LLC | 164,064 | $14.12M | 6.3% | +5.2% | 0.216% | |
| 8/8/2025 | Cetera Investment Advisers | 298,238 | $25.67M | 0.0% | +20.1% | 0.393% | |
| 8/8/2025 | Creative Planning | 3,055 | $263K | 0.0% | -3.8% | 0.004% | |
| 8/8/2025 | Nixon Peabody Trust Co. | 29,053 | $2.50M | 0.2% | +45.2% | 0.038% | |
| 8/8/2025 | Intrua Financial LLC | 4,936 | $425K | 0.1% | +10.2% | 0.007% | |
| 8/8/2025 | Good Life Advisors LLC | 99,003 | $8.52M | 0.5% | +12.7% | 0.131% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 169,217 | $14.57M | 0.0% | +11.6% | 0.223% | |
| 8/8/2025 | Comprehensive Financial Planning Inc. PA | 29,150 | $2.51M | 2.0% | +37.4% | 0.038% | |
| 8/7/2025 | Fagan Associates Inc. | 4,652 | $400K | 0.1% | +4.8% | 0.006% | |
| 8/7/2025 | Lakeridge Wealth Management LLC | 7,433 | $640K | 0.3% | +3.8% | 0.010% | |
| 8/7/2025 | Nwam LLC | 5,192 | $457K | 0.0% | +8.3% | 0.007% | |
| 8/7/2025 | Rollins Financial Advisors LLC | 4,691 | $404K | 0.1% | N/A | 0.006% | |
| 8/6/2025 | Prospera Financial Services Inc | 42,910 | $3.69M | 0.1% | +3.2% | 0.057% | |
| 8/6/2025 | AE Wealth Management LLC | 934 | $80K | 0.0% | +240.9% | 0.001% | |
| 8/6/2025 | Wedbush Securities Inc. | 6,063 | $522K | 0.0% | +6.0% | 0.008% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 1,100,250 | $94.70M | 1.4% | +162.1% | 1.452% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 1,434,332 | $123.45M | 0.2% | +21.2% | 1.892% | |
| 8/6/2025 | Centerpoint Advisory Group | 64,239 | $5.53M | 4.8% | -6.7% | 0.085% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 3,288 | $283K | 0.0% | -39.9% | 0.004% | |
| 8/5/2025 | Bank of New York Mellon Corp | 509,168 | $43.82M | 0.0% | +0.9% | 0.672% | |
| 8/5/2025 | Bank of Montreal Can | 17,378 | $1.50M | 0.0% | N/A | 0.023% | |
| 8/5/2025 | Sigma Planning Corp | 17,591 | $1.51M | 0.0% | +7.9% | 0.023% | |
| 8/5/2025 | Aurdan Capital Management LLC | 38,095 | $3.28M | 1.1% | +25.1% | 0.050% | |
| 8/5/2025 | 5T Wealth LLC | 25,011 | $2.15M | 1.0% | -2.3% | 0.033% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 38,411 | $3.31M | 0.5% | +12.7% | 0.051% | |
| 8/4/2025 | IFG Advisory LLC | 49,781 | $4.29M | 0.2% | +163.7% | 0.066% | |
| 8/4/2025 | Savvy Advisors Inc. | 4,987 | $429K | 0.0% | N/A | 0.007% | |
| 8/4/2025 | Arkadios Wealth Advisors | 3,277 | $282K | 0.0% | N/A | 0.004% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 20,614 | $1.77M | 0.1% | -77.6% | 0.027% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 356,989 | $30.73M | 1.2% | +9.9% | 0.471% | |
| 8/1/2025 | Motco | 39,605 | $3.50M | 0.3% | N/A | 0.052% | |
| 8/1/2025 | Winebrenner Capital Management LLC | 2,366 | $204K | 0.2% | N/A | 0.003% | |
| 8/1/2025 | GGM Financials LLC | 556,436 | $47.89M | 9.4% | +4.4% | 0.734% | |
| 8/1/2025 | Private Wealth Partners LLC | 21,350 | $1.84M | 0.1% | -43.7% | 0.028% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 25,560 | $2.20M | 0.1% | +0.5% | 0.034% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 912,802 | $78.57M | 0.0% | -14.0% | 1.204% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 19,865 | $1.71M | 0.3% | -5.7% | 0.026% | |
| 7/31/2025 | MN Wealth Advisors LLC | 117,637 | $10.13M | 5.9% | +4.2% | 0.155% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 20,107 | $1.73M | 0.2% | N/A | 0.027% | |
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| 7/31/2025 | Carnegie Investment Counsel | 16,003 | $1.38M | 0.0% | -5.4% | 0.021% | |
| 7/31/2025 | Gill Capital Partners LLC | 2,353 | $203K | 0.1% | N/A | 0.003% | |
| 7/30/2025 | Strategic Blueprint LLC | 96,902 | $8.34M | 0.4% | +3.4% | 0.128% | |
| 7/30/2025 | D.A. Davidson & CO. | 144,104 | $12.40M | 0.1% | -3.1% | 0.190% | |
| 7/30/2025 | Advantage Trust Co | 272,979 | $23.50M | 11.6% | +0.3% | 0.360% | |
| 7/30/2025 | Drive Wealth Management LLC | 10,546 | $908K | 0.2% | +93.9% | 0.014% | |
| 7/30/2025 | Crewe Advisors LLC | 1,771 | $152K | 0.0% | +103.6% | 0.002% | |
| 7/30/2025 | WBH Advisory Inc. | 15,860 | $1.37M | 0.1% | N/A | 0.021% | |
| 7/29/2025 | Stephens Inc. AR | 55,281 | $4.76M | 0.1% | +19.3% | 0.073% | |
| 7/29/2025 | Goldstein Advisors LLC | 654,261 | $56.31M | 7.6% | -8.3% | 0.863% | |
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