| 7/18/2025 | Parsons Capital Management Inc. RI | 18,498 | $920K | 0.1% | +106.8% | 0.008% | |
| 7/18/2025 | Trilogy Capital Inc. | 16,490 | $821K | 0.0% | +3.8% | 0.007% | |
| 7/18/2025 | TABR Capital Management LLC | 68,765 | $3.42M | 2.9% | -2.6% | 0.029% | |
| 7/18/2025 | Brueske Advisory Services LLC | 15,148 | $754K | 0.5% | +10.4% | 0.006% | |
| 7/18/2025 | Financial Consulate Inc. | 119,032 | $5.92M | 1.2% | +1.4% | 0.050% | |
| 7/18/2025 | Truist Financial Corp | 147,721 | $7.35M | 0.0% | +1.5% | 0.062% | |
| 7/18/2025 | First United Bank & Trust | 46,326 | $2.31M | 0.8% | +8.1% | 0.019% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 11,701 | $582K | 0.1% | +60.0% | 0.005% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 145,276 | $7.23M | 0.0% | +9.3% | 0.061% | |
| 7/17/2025 | Cyr Financial Inc. | 5,774 | $287K | 0.2% | -20.0% | 0.002% | |
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| 7/17/2025 | Applied Capital LLC | 16,312 | $812K | 0.4% | -6.6% | 0.007% | |
| 7/17/2025 | Genesis Private Wealth LLC | 45,929 | $2.29M | 1.1% | +1.2% | 0.019% | |
| 7/17/2025 | KWB Wealth | 7,348 | $365K | 0.0% | +40.9% | 0.003% | |
| 7/17/2025 | Crane Advisory LLC | 1,930,818 | $95.85M | 15.9% | +6.8% | 0.814% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 122,003 | $6.07M | 0.8% | +9.1% | 0.051% | |
| 7/16/2025 | BOS Asset Management LLC | 45,869 | $2.28M | 0.7% | -11.5% | 0.019% | |
| 7/16/2025 | Spinnaker Investment Group LLC | 5,085 | $253K | 0.1% | -66.5% | 0.002% | |
| 7/16/2025 | Novem Group | 5,905 | $294K | 0.0% | -5.5% | 0.002% | |
| 7/16/2025 | Embree Financial Group | 177,086 | $8.81M | 1.3% | +0.5% | 0.075% | |
| 7/16/2025 | BankPlus Wealth Management LLC | 4,692 | $233K | 0.2% | +8.8% | 0.002% | |
| 7/16/2025 | Owen LaRue LLC | 27,522 | $1.37M | 0.6% | +155.6% | 0.012% | |
| 7/16/2025 | Register Financial Advisors LLC | 7,983 | $397K | 0.2% | N/A | 0.003% | |
| 7/16/2025 | Perigon Wealth Management LLC | 92,538 | $4.61M | 0.1% | +0.6% | 0.039% | |
| 7/16/2025 | Ironwood Wealth Management Inc. | 393,762 | $19.54M | 9.2% | +0.2% | 0.166% | |
| 7/15/2025 | Regatta Capital Group LLC | 35,321 | $1.76M | 0.3% | -3.6% | 0.015% | |
| 7/15/2025 | McCarthy & Cox | 36,082 | $1.80M | 0.5% | +1.9% | 0.015% | |
| 7/15/2025 | Financial Management Professionals Inc. | 361,100 | $17.97M | 2.0% | N/A | 0.152% | |
| 7/15/2025 | Norden Group LLC | 69,132 | $3.44M | 0.4% | -42.0% | 0.029% | |
| 7/15/2025 | Sheets Smith Wealth Management | 100,170 | $4.98M | 0.6% | +2.6% | 0.042% | |
| 7/15/2025 | MCF Advisors LLC | 18,606 | $926K | 0.1% | +177.4% | 0.008% | |
| 7/14/2025 | MFA Wealth Advisors LLC | 95,452 | $4.75M | 1.1% | -4.5% | 0.040% | |
| 7/14/2025 | Seed Wealth Management Inc. | 27,629 | $1.38M | 1.0% | -4.3% | 0.012% | |
| 7/14/2025 | Lakeshore Financial Planning Inc. | 639,837 | $31.84M | 12.8% | -9.5% | 0.270% | |
| 7/14/2025 | Masso Torrence Wealth Management Inc. | 49,643 | $2.47M | 1.1% | +8.7% | 0.021% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 32,817 | $1.63M | 0.0% | -15.6% | 0.014% | |
| 7/11/2025 | Congress Park Capital LLC | 183,509 | $9.13M | 3.0% | N/A | 0.078% | |
| 7/11/2025 | Ridgeline Wealth LLC | 32,357 | $1.61M | 1.3% | -14.3% | 0.014% | |
| 7/11/2025 | Farther Finance Advisors LLC | 17,271 | $859K | 0.0% | -87.4% | 0.007% | |
| 7/11/2025 | AFG Fiduciary Services Limited Partnership | 204,320 | $10.13M | 2.7% | +9.4% | 0.087% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 539 | $27K | 0.0% | -39.6% | 0.000% | |
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| 7/10/2025 | Worth Asset Management LLC | 74,920 | $3.73M | 1.8% | +289.2% | 0.032% | |
| 7/10/2025 | Marshall Financial Group LLC | 160,996 | $7.99M | 1.6% | +18.1% | 0.068% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 303,133 | $15.04M | 0.0% | +11.8% | 0.128% | |
| 7/10/2025 | Focus Financial Network Inc. | 6,420 | $319K | 0.0% | N/A | 0.003% | |
| 7/9/2025 | Intelligence Driven Advisers LLC | 17,138 | $853K | 0.1% | -4.0% | 0.007% | |
| 7/9/2025 | Fermata Advisors LLC | 15,783 | $785K | 0.2% | +53.2% | 0.007% | |
| 7/9/2025 | Balefire LLC | 8,069 | $402K | 0.1% | N/A | 0.003% | |
| 7/9/2025 | Shore Point Advisors LLC | 9,225 | $459K | 0.2% | +53.4% | 0.004% | |
| 7/9/2025 | Bulwark Capital Corp | 50,745 | $2.53M | 2.1% | N/A | 0.021% | |
| 7/8/2025 | Little House Capital LLC | 128,772 | $6.41M | 1.6% | +5.4% | 0.055% | |
| 7/8/2025 | IAM Advisory LLC | 4,729 | $235K | 0.1% | -98.2% | 0.002% | |
| 7/8/2025 | Goldstone Financial Group LLC | 4,410 | $219K | 0.0% | N/A | 0.002% | |
| 7/7/2025 | Good Steward Wealth Advisors LLC | 192,084 | $9.56M | 7.5% | +497.5% | 0.082% | |
| 7/7/2025 | First Citizens Financial Corp | 30,199 | $1.50M | 0.8% | -44.9% | 0.013% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,705 | $135K | 0.0% | +50.8% | 0.001% | |
| 7/3/2025 | Collective Family Office LLC | 85,205 | $4.24M | 1.1% | +67.5% | 0.036% | |
| 7/3/2025 | City Center Advisors LLC | 20,059 | $998K | 1.1% | +103.7% | 0.009% | |
| 6/2/2025 | Modern Wealth Management LLC | 27,764 | $1.38M | 0.0% | +157.8% | 0.012% | |
| 5/28/2025 | Jones Financial Companies Lllp | 1,116,276 | $55.50M | 0.0% | +92.9% | 0.507% | |
| 5/22/2025 | BOS Asset Management LLC | 51,822 | $2.58M | 0.9% | +11.4% | 0.024% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 210,692 | $10.48M | 0.4% | +36.7% | 0.096% | |
| 5/20/2025 | Belpointe Asset Management LLC | 159,270 | $7.92M | 0.4% | +22.0% | 0.072% | |
| 5/20/2025 | Focus Partners Wealth | 22,858 | $1.14M | 0.0% | +318.3% | 0.010% | |
| 5/19/2025 | SageView Advisory Group LLC | 30,691 | $1.53M | 0.1% | +23.4% | 0.014% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 132,283 | $6.58M | 0.5% | -10.4% | 0.060% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 351,674 | $17.49M | 0.7% | +9.8% | 0.160% | |
| 5/16/2025 | Temasek Holdings Private Ltd | 5,037,200 | $250.50M | 1.0% | N/A | 2.286% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 61,830 | $3.08M | 0.8% | +6.5% | 0.028% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,053,712 | $52.40M | 0.3% | +31.1% | 0.478% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 142,317 | $7.08M | 0.1% | +3.0% | 0.065% | |
| 5/16/2025 | Ancora Advisors LLC | 4,422 | $220K | 0.0% | -18.7% | 0.002% | |
| 5/16/2025 | 1 North Wealth Services LLC | 242,536 | $12.06M | 5.6% | N/A | 0.110% | |
| 5/15/2025 | EP Wealth Advisors LLC | 398,477 | $19.82M | 0.2% | +6.5% | 0.181% | |
| 5/15/2025 | Royal Bank of Canada | 2,578,828 | $128.25M | 0.0% | +12.2% | 1.170% | |
| 5/15/2025 | Betterment LLC | 31,086 | $1.55M | 0.0% | -24.9% | 0.014% | |
| 5/15/2025 | MAI Capital Management | 1,427,916 | $71.01M | 0.5% | -3.5% | 0.648% | |
| 5/15/2025 | Insight Wealth Partners LLC | 19,664 | $978K | 0.2% | +69.3% | 0.009% | |
| 5/15/2025 | Baird Financial Group Inc. | 107,119 | $5.33M | 0.0% | +12.5% | 0.049% | |
| 5/15/2025 | OLD Mission Capital LLC | 4,042 | $201K | 0.0% | N/A | 0.002% | |
| 5/15/2025 | TD Capital Management LLC | 113,681 | $5.65M | 0.6% | +35.0% | 0.052% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 52,067 | $2.59M | 0.3% | +12.4% | 0.024% | |
| 5/14/2025 | Delta Investment Management LLC | 11,118 | $553K | 0.1% | +42.2% | 0.005% | |
| 5/14/2025 | CreativeOne Wealth LLC | 4,522 | $225K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 28,286 | $1.41M | 0.1% | -83.0% | 0.013% | |
| 5/14/2025 | Comerica Bank | 245,133 | $12.19M | 0.1% | -1.9% | 0.111% | |
| 5/14/2025 | Cedar Point Capital Partners LLC | 5,741 | $286K | 0.2% | +18.1% | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 253,618 | $12.61M | 0.0% | +170.5% | 0.115% | |
| 5/14/2025 | Phoenix Wealth Advisors | 170,923 | $8.50M | 3.7% | +109.3% | 0.078% | |
| 5/14/2025 | Kestra Advisory Services LLC | 79,878 | $3.97M | 0.0% | +37.7% | 0.036% | |
| 5/14/2025 | CW Advisors LLC | 14,068 | $699K | 0.0% | N/A | 0.006% | |
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| 5/14/2025 | Capital Analysts LLC | 4,002 | $199K | 0.0% | +187.5% | 0.002% | |
| 5/14/2025 | Level Four Advisory Services LLC | 47,511 | $2.36M | 0.1% | N/A | 0.022% | |
| 5/14/2025 | Vertex Planning Partners LLC | 159,795 | $7.95M | 1.7% | +6.3% | 0.073% | |
| 5/14/2025 | ZEGA Investments LLC | 57,037 | $2.84M | 0.4% | +11.8% | 0.026% | |
| 5/14/2025 | JT Stratford LLC | 8,101 | $403K | 0.1% | N/A | 0.004% | |
| 5/13/2025 | Sand Hill Global Advisors LLC | 311,846 | $15.51M | 0.6% | +34.5% | 0.142% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 962,414 | $47.86M | 0.5% | N/A | 0.437% | |
| 5/13/2025 | Raymond James Financial Inc. | 4,365,027 | $217.07M | 0.1% | +38.0% | 1.981% | |
| 5/13/2025 | Cresset Asset Management LLC | 76,638 | $3.81M | 0.0% | +3.2% | 0.035% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 12,350 | $614K | 0.0% | +143.4% | 0.006% | |
