| 7/18/2025 | Vigilare Wealth Management | 5,056 | $253K | 0.1% | -16.6% | 0.018% | |
| 7/18/2025 | PFG Investments LLC | 7,146 | $358K | 0.0% | +7.2% | 0.026% | |
| 7/18/2025 | Truist Financial Corp | 64,454 | $3.21M | 0.0% | -52.7% | 0.233% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 118,332 | $5.93M | 0.0% | -4.2% | 0.429% | |
| 7/17/2025 | Alpine Bank Wealth Management | 20,748 | $1.04M | 0.2% | -27.6% | 0.075% | |
| 7/16/2025 | Cambridge Advisors Inc. | 16,409 | $822K | 0.2% | +3.1% | 0.060% | |
| 7/16/2025 | Maridea Wealth Management LLC | 4,430 | $222K | 0.1% | N/A | 0.016% | |
| 7/14/2025 | Edge Wealth Management LLC | 263,171 | $13.18M | 2.5% | +15.9% | 0.954% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,162 | $58K | 0.0% | +59.8% | 0.004% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 248,545 | $12.41M | 0.0% | -11.3% | 0.906% | |
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| 7/9/2025 | Seneca House Advisors | 55,241 | $2.77M | 1.2% | -24.6% | 0.201% | |
| 7/9/2025 | Breakwater Capital Group | 59,069 | $2.96M | 0.5% | +76.4% | 0.215% | |
| 7/8/2025 | Atlas Brown Inc. | 5,200 | $260K | 0.1% | +23.8% | 0.019% | |
| 7/8/2025 | GK Wealth Management LLC | 20,864 | $1.05M | 0.9% | -17.1% | 0.076% | |
| 7/7/2025 | Park Edge Advisors LLC | 95,797 | $4.80M | 1.2% | +25.0% | 0.349% | |
| 7/7/2025 | Peak Financial Advisors LLC | 281,957 | $14.12M | 7.2% | -23.6% | 1.028% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,245 | $62K | 0.0% | +37.0% | 0.005% | |
| 7/1/2025 | First National Bank Sioux Falls | 29,273 | $1.47M | 0.5% | +56.3% | 0.099% | |
| 7/1/2025 | Private Client Services LLC | 46,846 | $2.35M | 0.9% | -5.1% | 0.158% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 10,332 | $518K | 0.0% | N/A | 0.035% | |
| 5/28/2025 | GK Wealth Management LLC | 25,054 | $1.26M | 1.5% | +23.2% | 0.079% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 27,330 | $1.37M | 0.0% | +270.5% | 0.087% | |
| 5/20/2025 | Anchor Investment Management LLC | 38,889 | $1.95M | 0.2% | +13.4% | 0.124% | |
| 5/19/2025 | Jane Street Group LLC | 10,765 | $540K | 0.0% | -90.1% | 0.034% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 10,332 | $518K | 0.0% | N/A | 0.033% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 571,421 | $28.65M | 7.0% | +2.5% | 1.823% | |
| 5/16/2025 | NewEdge Advisors LLC | 21,834 | $1.10M | 0.0% | +37.6% | 0.070% | |
| 5/16/2025 | AlphaQ Advisors LLC | 17,719 | $888K | 2.1% | N/A | 0.057% | |
| 5/16/2025 | Aprio Wealth Management LLC | 296,048 | $14.84M | 1.9% | +43.0% | 0.944% | |
| 5/15/2025 | Royal Bank of Canada | 234,111 | $11.74M | 0.0% | +29.3% | 0.747% | |
| 5/15/2025 | Evergreen Capital Management LLC | 1,058,867 | $53.09M | 1.8% | +42.7% | 3.378% | |
| 5/15/2025 | WPG Advisers LLC | 1,780 | $89K | 0.1% | N/A | 0.006% | |
| 5/15/2025 | Tortoise Investment Management LLC | 332,501 | $16.67M | 1.7% | +10.3% | 1.061% | |
| 5/14/2025 | CreativeOne Wealth LLC | 29,796 | $1.49M | 0.0% | +3.8% | 0.095% | |
| 5/14/2025 | Comerica Bank | 6,352 | $318K | 0.0% | +111.7% | 0.020% | |
| 5/14/2025 | Andina Capital Management LLC | 97,249 | $4.88M | 3.5% | -7.6% | 0.310% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 737,341 | $36.97M | 0.9% | +3.5% | 2.352% | |
| 5/13/2025 | Ethos Financial Group LLC | 154,952 | $7.77M | 0.7% | -14.3% | 0.494% | |
| 5/13/2025 | Watchman Group Inc. | 705,768 | $35.39M | 9.9% | +21.5% | 2.251% | |
| 5/13/2025 | Horizon Investments LLC | 93,543 | $4.67M | 0.1% | +1.0% | 0.298% | |
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| 5/13/2025 | Heck Capital Advisors LLC | 223,760 | $11.22M | 1.3% | -3.2% | 0.714% | |
| 5/13/2025 | LHM Inc. | 151,300 | $7.59M | 2.5% | -13.3% | 0.483% | |
| 5/13/2025 | HighTower Advisors LLC | 21,729 | $1.09M | 0.0% | +20.5% | 0.069% | |
| 5/12/2025 | First American Trust FSB | 164,175 | $8.23M | 0.8% | +7.9% | 0.524% | |
| 5/12/2025 | Benjamin Edwards Inc. | 73,657 | $3.69M | 0.1% | +74.1% | 0.235% | |
| 5/12/2025 | Townsquare Capital LLC | 22,094 | $1.11M | 0.0% | +23.3% | 0.070% | |
| 5/12/2025 | AlphaCore Capital LLC | 1,000 | $50K | 0.0% | N/A | 0.003% | |
| 5/9/2025 | Strategy Asset Managers LLC | 4,516 | $226K | 0.0% | N/A | 0.014% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 13,160 | $660K | 0.4% | +403.1% | 0.042% | |
| 5/7/2025 | Ironsides Asset Advisors LLC | 6,296 | $316K | 0.1% | -50.3% | 0.020% | |
| 5/7/2025 | LPL Financial LLC | 97,403 | $4.88M | 0.0% | +68.6% | 0.311% | |
| 5/7/2025 | Municipal Employees Retirement System of Michigan | 2,378,493 | $119.26M | 1.5% | -24.2% | 7.587% | |
| 5/7/2025 | Knights of Columbus Asset Advisors LLC | 7,175 | $360K | 0.0% | N/A | 0.023% | |
| 5/6/2025 | Morling Financial Advisors LLC | 300,403 | $15.06M | 5.2% | +6.7% | 0.958% | |
| 5/6/2025 | AE Wealth Management LLC | 73,512 | $3.69M | 0.0% | +133,558.2% | 0.234% | |
| 5/6/2025 | Wedbush Securities Inc. | 22,934 | $1.15M | 0.0% | +22.5% | 0.073% | |
| 5/6/2025 | Venturi Wealth Management LLC | 16,333 | $819K | 0.0% | -2.7% | 0.052% | |
| 5/6/2025 | Proficio Capital Partners LLC | 261,882 | $13.13M | 1.0% | +59.7% | 0.835% | |
| 5/6/2025 | Advocacy Wealth Management Services LLC | 157,976 | $7.92M | 0.5% | +2.0% | 0.504% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 34,073 | $1.71M | 0.0% | +273.0% | 0.109% | |
| 5/5/2025 | Beckerman Institutional LLC | 33,633 | $1.69M | 1.2% | +7.0% | 0.107% | |
| 5/5/2025 | Csenge Advisory Group | 10,950 | $546K | 0.0% | +5.6% | 0.035% | |
| 5/5/2025 | Private Advisor Group LLC | 88,763 | $4.45M | 0.0% | +28.8% | 0.283% | |
| 5/5/2025 | Nwam LLC | 173,162 | $8.68M | 0.7% | +24.9% | 0.552% | |
| 5/1/2025 | Marks Group Wealth Management Inc | 12,577 | $631K | 0.1% | N/A | 0.040% | |
| 5/1/2025 | Harmony Asset Management LLC | 33,650 | $1.69M | 0.7% | +9.8% | 0.107% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 217,825 | $10.92M | 1.3% | +37.4% | 0.692% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,929,742 | $96.76M | 0.0% | +21.9% | 6.126% | |
| 4/29/2025 | Sharp Financial Services LLC | 4,500 | $226K | 0.2% | -13.5% | 0.014% | |
| 4/29/2025 | Calamos Advisors LLC | 32,185 | $1.61M | 0.0% | +186.5% | 0.102% | |
| 4/28/2025 | Novem Group | 4,416 | $221K | 0.0% | N/A | 0.014% | |
| 4/28/2025 | Longview Financial Advisors Inc. | 38,131 | $1.91M | 1.6% | +227.9% | 0.121% | |
| 4/25/2025 | K2 Financial Inc. | 25,573 | $1.27M | 1.2% | +5.5% | 0.081% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 19,575 | $973K | 0.0% | -50.5% | 0.062% | |
| 4/25/2025 | Citizens National Bank Trust Department | 15,727 | $789K | 0.2% | +1,210.6% | 0.050% | |
| 4/25/2025 | Convergence Financial LLC | 253,338 | $12.70M | 2.5% | +7.1% | 0.804% | |
| 4/24/2025 | Cambridge Advisors Inc. | 15,921 | $798K | 0.2% | -7.6% | 0.051% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,750 | $88K | 0.0% | +288.9% | 0.006% | |
| 4/23/2025 | Perigon Wealth Management LLC | 7,188 | $360K | 0.0% | -4.6% | 0.023% | |
| 4/23/2025 | Alpine Bank Wealth Management | 28,675 | $1.44M | 0.2% | N/A | 0.091% | |
| 4/23/2025 | Narwhal Capital Management | 58,322 | $2.92M | 0.3% | +15.5% | 0.185% | |
| 4/22/2025 | Whalen Wealth Management Inc. | 79,548 | $3.99M | 2.7% | N/A | 0.253% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 10,760 | $540K | 0.0% | +3.3% | 0.034% | |
| 4/22/2025 | PFG Investments LLC | 6,665 | $334K | 0.0% | +3.9% | 0.021% | |
| 4/21/2025 | GFS Advisors LLC | 23,590 | $1.18M | 0.2% | +196.7% | 0.075% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 133,076 | $6.61M | 3.4% | -28.3% | 0.422% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 36,459 | $1.83M | 0.0% | +25.2% | 0.116% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 123,461 | $6.19M | 0.0% | +101.9% | 0.392% | |
| 4/17/2025 | Stewardship Advisors LLC | 4,473 | $224K | 0.1% | N/A | 0.014% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 280,134 | $14.05M | 0.0% | +167.8% | 0.889% | |
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| 4/16/2025 | Bar Harbor Wealth Management | 278,851 | $13.98M | 0.9% | +63.5% | 0.885% | |
| 4/15/2025 | Magnolia Private Wealth LLC | 6,201 | $311K | 0.2% | -38.0% | 0.020% | |
| 4/15/2025 | First National Bank Sioux Falls | 18,732 | $939K | 0.4% | +212.7% | 0.059% | |
| 4/14/2025 | Farther Finance Advisors LLC | 727 | $37K | 0.0% | +244.5% | 0.002% | |
| 4/14/2025 | Priebe Wealth Holdings LLC | 94,000 | $4.71M | 2.9% | +803.8% | 0.298% | |
| 4/11/2025 | Seneca House Advisors | 73,251 | $3.67M | 1.5% | +5.5% | 0.233% | |
| 4/11/2025 | Magnus Financial Group LLC | 4,259 | $214K | 0.0% | -5.1% | 0.014% | |
| 4/11/2025 | Edge Wealth Management LLC | 227,114 | $11.39M | 2.3% | +88.8% | 0.721% | |
| 4/10/2025 | Breakwater Capital Group | 33,489 | $1.68M | 0.3% | N/A | 0.106% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 909 | $46K | 0.0% | N/A | 0.003% | |
