| 8/8/2025 | Firestone Capital Management | 36,087 | $4.24M | 1.0% | N/A | 0.348% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 39,597 | $4.65M | 0.0% | -1.7% | 0.382% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 2,277 | $267K | 0.0% | N/A | 0.022% | |
| 8/8/2025 | Cetera Investment Advisers | 47,778 | $5.61M | 0.0% | +84.4% | 0.461% | |
| 8/8/2025 | Creative Planning | 7,445 | $874K | 0.0% | +2.5% | 0.072% | |
| 8/8/2025 | Meridian Wealth Management LLC | 49,400 | $5.80M | 0.2% | -3.3% | 0.477% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 4,791 | $563K | 0.0% | +7.5% | 0.046% | |
| 8/6/2025 | Prospera Financial Services Inc | 8,724 | $1.03M | 0.0% | +13.7% | 0.084% | |
| 8/6/2025 | AE Wealth Management LLC | 959 | $113K | 0.0% | +396.9% | 0.009% | |
| 8/6/2025 | Ethos Financial Group LLC | 64,815 | $7.61M | 0.7% | N/A | 0.626% | |
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| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,921 | $695K | 0.1% | N/A | 0.057% | |
| 8/4/2025 | Spire Wealth Management | 24,201 | $2.84M | 0.1% | -29.6% | 0.234% | |
| 8/4/2025 | Horizon Wealth Management LLC | 1,775 | $208K | 0.0% | N/A | 0.017% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 6,921 | $813K | 0.0% | -20.6% | 0.067% | |
| 8/1/2025 | Capital Investment Counsel LLC | 92,290 | $10.84M | 1.7% | -2.7% | 0.891% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 108,053 | $12.69M | 0.0% | +2.0% | 1.043% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 76,541 | $8.99M | 3.6% | N/A | 0.739% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 36,515 | $4.30M | 0.1% | +0.5% | 0.352% | |
| 7/29/2025 | Private Trust Co. NA | 5,145 | $604K | 0.1% | +3.7% | 0.050% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 1,918 | $225K | 0.2% | N/A | 0.019% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 2,053 | $241K | 0.0% | N/A | 0.020% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 2,593 | $305K | 0.1% | -52.4% | 0.025% | |
| 7/25/2025 | CWM LLC | 66,037 | $7.76M | 0.0% | -0.4% | 0.637% | |
| 7/25/2025 | Apollon Wealth Management LLC | 14,481 | $1.70M | 0.0% | -0.6% | 0.140% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 5,105 | $600K | 0.2% | +2.5% | 0.049% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 17,082 | $2.01M | 0.0% | +345.7% | 0.165% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 50,107 | $5.89M | 0.3% | N/A | 0.484% | |
| 7/18/2025 | PFG Investments LLC | 3,105 | $365K | 0.0% | +10.1% | 0.030% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 31,710 | $3.72M | 0.4% | -0.5% | 0.306% | |
| 7/18/2025 | Truist Financial Corp | 48,759 | $5.73M | 0.0% | +0.2% | 0.471% | |
| 7/17/2025 | Fifth Third Securities Inc. | 8,095 | $951K | 0.1% | N/A | 0.078% | |
| 7/15/2025 | Mather Group LLC. | 6,317 | $742K | 0.0% | -6.4% | 0.061% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,295 | $270K | 0.0% | +80.0% | 0.022% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,718 | $320K | 0.0% | -13.6% | 0.026% | |
| 7/10/2025 | Focus Financial Network Inc. | 10,587 | $1.24M | 0.0% | +2.8% | 0.102% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 49,788 | $5.85M | 0.2% | -2.0% | 0.478% | |
| 7/8/2025 | Prism Advisors Inc. | 26,918 | $3.16M | 0.9% | +29.3% | 0.257% | |
| 7/7/2025 | Investors Research Corp | 11,952 | $1.40M | 0.3% | +10.4% | 0.114% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,504 | $240K | 0.0% | -80.6% | 0.025% | |
| 5/19/2025 | Jane Street Group LLC | 3,317 | $319K | 0.0% | N/A | 0.034% | |
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| 5/16/2025 | Goldman Sachs Group Inc. | 126,772 | $12.18M | 0.0% | +25.9% | 1.225% | |
| 5/16/2025 | Jones Financial Companies Lllp | 4,190 | $402K | 0.0% | -57.9% | 0.043% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 6,355 | $610K | 0.0% | -70.2% | 0.065% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 2,911 | $280K | 0.1% | -11.1% | 0.030% | |
| 5/15/2025 | Capital Investment Counsel LLC | 94,898 | $9.11M | 1.5% | -2.0% | 0.966% | |
| 5/15/2025 | Royal Bank of Canada | 134,662 | $12.93M | 0.0% | +4.7% | 1.371% | |
| 5/15/2025 | Baird Financial Group Inc. | 102,059 | $9.80M | 0.0% | -2.8% | 1.039% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 6,352 | $610K | 0.0% | +76.1% | 0.065% | |
| 5/14/2025 | Kestra Advisory Services LLC | 90,163 | $8.66M | 0.0% | +3.3% | 0.918% | |
| 5/14/2025 | Summit Financial LLC | 4,486 | $431K | 0.0% | -4.0% | 0.046% | |
| 5/13/2025 | Raymond James Financial Inc. | 379,876 | $36.48M | 0.0% | -11.9% | 3.868% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 4,031 | $387K | 0.0% | -10.0% | 0.041% | |
| 5/13/2025 | NFP Retirement Inc. | 12,515 | $1.20M | 0.1% | -1.6% | 0.127% | |
| 5/13/2025 | HighTower Advisors LLC | 3,952 | $380K | 0.0% | -3.6% | 0.040% | |
| 5/12/2025 | Meridian Wealth Management LLC | 51,063 | $4.90M | 0.2% | -0.9% | 0.520% | |
| 5/12/2025 | Maia Wealth LLC | 2,690 | $254K | 0.1% | +94.2% | 0.027% | |
| 5/12/2025 | Bristlecone Advisors LLC | 1,090 | $105K | 0.0% | -15.5% | 0.011% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 36,325 | $3.75M | 0.1% | +720.9% | 0.370% | |
| 5/8/2025 | Arkadios Wealth Advisors | 2,859 | $275K | 0.0% | +4.5% | 0.029% | |
| 5/7/2025 | LPL Financial LLC | 884,469 | $84.94M | 0.0% | +2.6% | 9.007% | |
| 5/6/2025 | Cetera Investment Advisers | 25,908 | $2.49M | 0.0% | +22.6% | 0.270% | |
| 5/6/2025 | Forge Financial Services LLC | 39,759 | $3.82M | 3.4% | -0.9% | 0.414% | |
| 5/6/2025 | JPL Wealth Management LLC | 36,573 | $3.27M | 1.3% | -6.7% | 0.381% | |
| 5/5/2025 | Private Advisor Group LLC | 93,311 | $8.96M | 0.1% | -2.0% | 0.972% | |
| 5/2/2025 | Apollon Wealth Management LLC | 14,568 | $1.40M | 0.0% | -6.2% | 0.152% | |
| 5/1/2025 | CWM LLC | 66,323 | $6.37M | 0.0% | -1.0% | 0.691% | |
| 4/30/2025 | Cerity Partners LLC | 2,307 | $222K | 0.0% | -22.3% | 0.024% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 31,708 | $3.05M | 0.0% | -1.2% | 0.330% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 105,920 | $10.17M | 0.0% | +5.9% | 1.103% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 9,848 | $944K | 0.1% | -1.3% | 0.103% | |
| 4/28/2025 | Private Trust Co. NA | 4,962 | $477K | 0.0% | +8.1% | 0.052% | |
| 4/28/2025 | Keybank National Association OH | 9,930 | $954K | 0.0% | +238.9% | 0.103% | |
| 4/25/2025 | Mather Group LLC. | 6,752 | $648K | 0.0% | -1.6% | 0.070% | |
| 4/23/2025 | Spire Wealth Management | 34,374 | $3.30M | 0.1% | -2.5% | 0.358% | |
| 4/23/2025 | Win Advisors Inc. | 47,364 | $4.55M | 2.3% | +880.4% | 0.493% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 261,164 | $25.08M | 0.1% | +6.7% | 2.720% | |
| 4/22/2025 | PFG Investments LLC | 2,819 | $271K | 0.0% | +13.3% | 0.029% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 75,209 | $7.22M | 0.5% | +5.0% | 0.783% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 3,730 | $358K | 0.0% | -26.1% | 0.039% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 50,809 | $4.88M | 0.2% | -1.0% | 0.529% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 3,147 | $302K | 0.0% | +21.2% | 0.033% | |
| 4/15/2025 | Focus Financial Network Inc. | 10,303 | $990K | 0.0% | -4.4% | 0.107% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 3,833 | $368K | 0.0% | N/A | 0.040% | |
| 4/14/2025 | Investment Advisory Group LLC | 2,300 | $221K | 0.1% | -17.9% | 0.024% | |
| 4/14/2025 | PFS Partners LLC | 650 | $62K | 0.0% | N/A | 0.007% | |
| 4/11/2025 | Ullmann Wealth Partners Group LLC | 22,022 | $2.12M | 0.3% | -13.9% | 0.229% | |
| 4/8/2025 | Investors Research Corp | 10,828 | $1.04M | 0.2% | +7.9% | 0.112% | |
| 3/19/2025 | Chancellor Financial Group WB LP | 2,100 | $214K | 0.2% | N/A | 0.022% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 2,597 | $264K | 0.0% | +13.3% | 0.027% | |
| 2/17/2025 | Waverly Advisors LLC | 8,050 | $819K | 0.0% | -10.4% | 0.085% | |
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| 2/17/2025 | Cetera Investment Advisers | 21,134 | $2.15M | 0.0% | +17.0% | 0.222% | |
| 2/17/2025 | Blue Capital Inc. | 7,224 | $735K | 0.5% | N/A | 0.076% | |
| 2/17/2025 | Captrust Financial Advisors | 79,094 | $8.05M | 0.0% | +0.2% | 0.831% | |
| 2/17/2025 | Baird Financial Group Inc. | 105,002 | $10.68M | 0.0% | -1.4% | 1.103% | |
| 2/17/2025 | Bank of America Corp DE | 437,783 | $44.54M | 0.0% | +16.8% | 4.599% | |
| 2/17/2025 | BNP Paribas Financial Markets | 101,200 | $10.30M | 0.0% | N/A | 1.063% | |
| 2/17/2025 | Ameriprise Financial Inc. | 32,657 | $3.32M | 0.0% | -6.0% | 0.343% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 3,010 | $306K | 0.0% | -98.6% | 0.032% | |
| 2/14/2025 | Comerica Bank | 16,892 | $1.72M | 0.0% | -4.8% | 0.177% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 21,316 | $2.17M | 0.0% | +6.7% | 0.224% | |
