| 8/15/2025 | Howland Capital Management LLC | 77,974 | $7.47M | 0.3% | +1.2% | 0.824% | |
| 8/15/2025 | Corient Private Wealth LLC | 10,777 | $1.03M | 0.0% | -29.6% | 0.114% | |
| 8/15/2025 | Captrust Financial Advisors | 30,245 | $2.90M | 0.0% | -2.6% | 0.320% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 19,504 | $1.87M | 0.0% | N/A | 0.206% | |
| 8/15/2025 | Curi Capital LLC | 4,915 | $471K | 0.0% | +44.8% | 0.052% | |
| 8/15/2025 | Bank of America Corp DE | 360,068 | $34.51M | 0.0% | +3.3% | 3.806% | |
| 8/14/2025 | Jane Street Group LLC | 14,709 | $1.41M | 0.0% | -70.4% | 0.155% | |
| 8/14/2025 | Raymond James Financial Inc. | 57,353 | $5.50M | 0.0% | +138.4% | 0.606% | |
| 8/14/2025 | Sand Hill Global Advisors LLC | 12,966 | $1.24M | 0.0% | N/A | 0.137% | |
| 8/14/2025 | NewEdge Advisors LLC | 23,239 | $2.23M | 0.0% | -2.5% | 0.246% | |
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| 8/13/2025 | Avestar Capital LLC | 17,090 | $1.64M | 0.1% | +2.0% | 0.181% | |
| 8/13/2025 | Flow Traders U.S. LLC | 12,670 | $1.21M | 0.0% | +6.7% | 0.134% | |
| 8/13/2025 | Brown Advisory Inc. | 37,229 | $3.57M | 0.0% | -5.6% | 0.394% | |
| 8/13/2025 | GeoWealth Management LLC | 18,567 | $1.78M | 0.1% | +62.6% | 0.196% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 1,079 | $103K | 0.0% | -38.4% | 0.011% | |
| 8/13/2025 | Advocacy Wealth Management Services LLC | 439,985 | $42.16M | 2.6% | +7.4% | 4.651% | |
| 8/13/2025 | Legacy Capital Wealth Partners LLC | 18,077 | $1.73M | 0.4% | +29.1% | 0.191% | |
| 8/13/2025 | Mayfair Advisory Group LLC | 6,202 | $593K | 0.3% | -16.8% | 0.066% | |
| 8/12/2025 | CreativeOne Wealth LLC | 23,923 | $2.29M | 0.1% | +37.9% | 0.253% | |
| 8/12/2025 | JPMorgan Chase & Co. | 250,872 | $24.04M | 0.0% | +4.0% | 2.652% | |
| 8/11/2025 | Outlook Wealth Advisors LLC | 3,270 | $313K | 0.1% | N/A | 0.034% | |
| 8/11/2025 | PAX Financial Group LLC | 21,635 | $2.07M | 0.4% | -11.7% | 0.227% | |
| 8/8/2025 | Financial Gravity Companies Inc. | 933 | $89K | 0.0% | N/A | 0.010% | |
| 8/8/2025 | Keyvantage Wealth LLC | 7,088 | $679K | 0.3% | -13.8% | 0.074% | |
| 8/8/2025 | Cetera Investment Advisers | 17,903 | $1.72M | 0.0% | +26.9% | 0.188% | |
| 8/7/2025 | PFG Advisors | 26,190 | $2.51M | 0.1% | +2.2% | 0.275% | |
| 8/6/2025 | Prospera Financial Services Inc | 8,472 | $813K | 0.0% | -2.5% | 0.089% | |
| 8/6/2025 | AE Wealth Management LLC | 21,030 | $2.02M | 0.0% | +145.2% | 0.221% | |
| 8/5/2025 | Beckerman Institutional LLC | 65,433 | $6.27M | 4.2% | +2.5% | 0.687% | |
| 8/5/2025 | Aviance Capital Partners LLC | 7,973 | $764K | 0.1% | -12.1% | 0.084% | |
| 8/4/2025 | Syverson Strege & Co | 13,063 | $1.25M | 0.3% | +3.1% | 0.137% | |
| 8/4/2025 | Atria Investments Inc | 63,999 | $6.13M | 0.1% | +149.3% | 0.672% | |
| 8/1/2025 | Austin Private Wealth LLC | 6,543 | $627K | 0.0% | -73.0% | 0.069% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 213,441 | $20.45M | 0.0% | +92.5% | 2.242% | |
| 7/30/2025 | Greatmark Investment Partners Inc. | 13,727 | $1.32M | 0.2% | -28.9% | 0.144% | |
| 7/30/2025 | Triton Financial Group Inc | 4,128 | $396K | 0.3% | N/A | 0.043% | |
| 7/30/2025 | Crewe Advisors LLC | 1,047 | $100K | 0.0% | N/A | 0.011% | |
| 7/30/2025 | WBH Advisory Inc. | 2,529 | $242K | 0.0% | -19.9% | 0.027% | |
| 7/29/2025 | Stephens Inc. AR | 6,125 | $587K | 0.0% | -2.4% | 0.064% | |
| 7/28/2025 | Patten & Patten Inc. TN | 20,248 | $1.94M | 0.1% | -6.5% | 0.213% | |
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| 7/28/2025 | Smart Portfolios LLC | 8,116 | $778K | 0.8% | -1.7% | 0.085% | |
| 7/28/2025 | Harbour Investments Inc. | 898 | $86K | 0.0% | -45.1% | 0.009% | |
| 7/28/2025 | JGP Wealth Management LLC | 6,380 | $611K | 0.1% | N/A | 0.067% | |
| 7/28/2025 | CGC Financial Services LLC | 2,885 | $276K | 0.1% | -8.8% | 0.030% | |
| 7/28/2025 | RFG Advisory LLC | 30,045 | $2.88M | 0.1% | +9.4% | 0.316% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 9,915 | $950K | 0.0% | +67.3% | 0.104% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 2,838 | $272K | 0.0% | -56.8% | 0.030% | |
| 7/25/2025 | MGO One Seven LLC | 33,667 | $3.23M | 0.1% | +39.6% | 0.354% | |
| 7/25/2025 | CWM LLC | 867,095 | $83.09M | 0.3% | -10.3% | 9.108% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 5,423 | $520K | 0.0% | +34.8% | 0.057% | |
| 7/24/2025 | Fourpath Capital Management LLC | 3,555 | $341K | 0.1% | +60.2% | 0.037% | |
| 7/24/2025 | CarsonAllaria Wealth Management Ltd. | 50,293 | $4.82M | 2.6% | +3.0% | 0.528% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 26,607 | $2.55M | 0.2% | -6.5% | 0.279% | |
| 7/22/2025 | Valley National Advisers Inc. | 47,877 | $4.59M | 0.7% | +2.9% | 0.503% | |
| 7/22/2025 | DAVENPORT & Co LLC | 8,164 | $782K | 0.0% | +119.8% | 0.086% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 8,736 | $837K | 0.0% | +12.7% | 0.092% | |
| 7/21/2025 | AIFG Consultants Ltd. | 41,805 | $4.01M | 7.8% | +2.1% | 0.439% | |
| 7/21/2025 | Ameriflex Group Inc. | 5,395 | $516K | 0.3% | +10.1% | 0.057% | |
| 7/18/2025 | Astor Investment Management LLC | 185,159 | $17.74M | 9.6% | +150.6% | 1.945% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 5,788 | $555K | 0.0% | -7.0% | 0.061% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 3,774 | $362K | 0.2% | +139.8% | 0.040% | |
| 7/17/2025 | Sage Rhino Capital LLC | 25,772 | $2.47M | 0.5% | -10.3% | 0.271% | |
| 7/16/2025 | Lloyd Advisory Services LLC. | 3,289 | $315K | 0.2% | N/A | 0.035% | |
| 7/16/2025 | BankPlus Wealth Management LLC | 9,011 | $863K | 0.6% | +5.7% | 0.095% | |
| 7/16/2025 | Essex Financial Services Inc. | 44,380 | $4.25M | 0.3% | +1.4% | 0.466% | |
| 7/15/2025 | Charter Capital Management LLC DE | 8,192 | $785K | 0.5% | N/A | 0.086% | |
| 7/15/2025 | Kelly Financial Group LLC | 249,893 | $23.95M | 3.8% | +0.6% | 2.625% | |
| 7/14/2025 | Legacy Capital Group California Inc. | 47,302 | $4.53M | 1.3% | +174.3% | 0.489% | |
| 7/11/2025 | Skyline Advisors Inc. | 3,201 | $307K | 0.1% | -10.4% | 0.033% | |
| 7/11/2025 | Farther Finance Advisors LLC | 16,850 | $1.62M | 0.0% | +41.4% | 0.174% | |
| 7/11/2025 | Diversified Trust Co | 3,266 | $313K | 0.0% | +3.8% | 0.034% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 209,141 | $19.93M | 0.0% | -1.7% | 2.161% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 98,192 | $9.41M | 0.3% | +1.0% | 1.014% | |
| 7/9/2025 | Procyon Advisors LLC | 3,270 | $313K | 0.0% | -60.9% | 0.034% | |
| 7/8/2025 | First National Corp MA ADV | 93,703 | $8.98M | 1.8% | +5.6% | 0.966% | |
| 7/7/2025 | O Connor Financial Group LLC | 215,648 | $20.55M | 9.1% | +4.2% | 2.223% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,856 | $178K | 0.0% | +10.0% | 0.021% | |
| 5/19/2025 | Jane Street Group LLC | 49,652 | $4.77M | 0.0% | +730.2% | 0.557% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 24,478 | $2.35M | 0.0% | -78.5% | 0.274% | |
| 5/16/2025 | Curi RMB Capital LLC | 3,394 | $326K | 0.0% | +31.9% | 0.038% | |
| 5/15/2025 | Royal Bank of Canada | 107,558 | $10.32M | 0.0% | -0.9% | 1.206% | |
| 5/15/2025 | TD Capital Management LLC | 428,021 | $41.08M | 4.2% | +2.3% | 4.798% | |
| 5/14/2025 | CreativeOne Wealth LLC | 17,354 | $1.67M | 0.0% | +26.5% | 0.195% | |
| 5/14/2025 | Kestra Advisory Services LLC | 15,852 | $1.52M | 0.0% | +17.4% | 0.178% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 26,701 | $2.56M | 1.6% | +7.3% | 0.299% | |
| 5/14/2025 | CW Advisors LLC | 10,558 | $1.01M | 0.0% | N/A | 0.118% | |
| 5/14/2025 | Flow Traders U.S. LLC | 11,875 | $1.14M | 0.0% | N/A | 0.133% | |
| 5/14/2025 | Accredited Wealth Management LLC | 4,718 | $453K | 0.4% | +6.5% | 0.053% | |
| 5/13/2025 | Watts Gwilliam & Co. LLC | 2,669 | $256K | 0.1% | -9.0% | 0.030% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 20,289 | $1.95M | 0.0% | +786.8% | 0.227% | |
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| 5/13/2025 | HighTower Advisors LLC | 127,166 | $12.21M | 0.0% | -43.2% | 1.426% | |
| 5/12/2025 | Astor Investment Management LLC | 73,899 | $7.09M | 3.8% | N/A | 0.828% | |
| 5/12/2025 | WBH Advisory Inc. | 3,158 | $303K | 0.0% | -16.1% | 0.035% | |
| 5/9/2025 | Legacy Capital Group California Inc. | 17,242 | $1.66M | 0.6% | N/A | 0.193% | |
| 5/9/2025 | Cedar Wealth Management LLC | 2,370 | $227K | 0.1% | -21.8% | 0.027% | |
| 5/8/2025 | Howland Capital Management LLC | 77,040 | $7.39M | 0.3% | -1.2% | 0.864% | |
| 5/8/2025 | MGO One Seven LLC | 24,109 | $2.31M | 0.1% | -8.1% | 0.270% | |
| 5/7/2025 | Patten & Patten Inc. TN | 21,651 | $2.08M | 0.1% | -6.8% | 0.243% | |
| 5/7/2025 | Nottingham Advisors Inc. | 2,557 | $245K | 0.0% | -27.3% | 0.029% | |
| 5/7/2025 | LPL Financial LLC | 378,586 | $36.34M | 0.0% | +47.1% | 4.244% | |
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