| 7/18/2025 | Parsons Capital Management Inc. RI | 28,371 | $931K | 0.1% | +3.1% | 0.005% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 7,436 | $244K | 0.1% | -3.9% | 0.001% | |
| 7/18/2025 | Centricity Wealth Management LLC | 976 | $32K | 0.0% | -44.3% | 0.000% | |
| 7/18/2025 | Trilogy Capital Inc. | 7,435 | $244K | 0.0% | N/A | 0.001% | |
| 7/18/2025 | Trust Co. of Vermont | 14,546 | $477K | 0.0% | -12.4% | 0.003% | |
| 7/18/2025 | PFG Investments LLC | 36,761 | $1.21M | 0.1% | -2.9% | 0.007% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 135,172 | $4.44M | 0.6% | +15.3% | 0.026% | |
| 7/18/2025 | O ROURKE & COMPANY Inc | 17,856 | $586K | 0.3% | +2.9% | 0.003% | |
| 7/18/2025 | Truist Financial Corp | 422,307 | $13.86M | 0.0% | +15.2% | 0.081% | |
| 7/18/2025 | Union Bancaire Privee UBP SA | 28,624 | $934K | 0.0% | -33.5% | 0.005% | |
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| 7/17/2025 | Capital Investment Advisors LLC | 19,322 | $634K | 0.0% | -13.6% | 0.004% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 52,034 | $1.71M | 0.5% | -3.3% | 0.010% | |
| 7/17/2025 | Oak Family Advisors LLC | 6,150 | $202K | 0.1% | N/A | 0.001% | |
| 7/17/2025 | HB Wealth Management LLC | 69,008 | $2.26M | 0.0% | -12.9% | 0.013% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 357,685 | $11.74M | 0.0% | -51.1% | 0.069% | |
| 7/17/2025 | Oakworth Capital Inc. | 13,450 | $441K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | Fifth Third Securities Inc. | 165,652 | $5.44M | 0.4% | +25.1% | 0.032% | |
| 7/17/2025 | Moss Adams Wealth Advisors LLC | 154,482 | $5.07M | 0.5% | N/A | 0.030% | |
| 7/17/2025 | Sound Income Strategies LLC | 1,394 | $46K | 0.0% | -65.5% | 0.000% | |
| 7/17/2025 | City Holding Co. | 13,035 | $428K | 0.1% | -7.7% | 0.002% | |
| 7/17/2025 | Avior Wealth Management LLC | 54,167 | $1.78M | 0.1% | -7.8% | 0.010% | |
| 7/17/2025 | Ariose Capital Management Ltd | 302,937 | $9.94M | 6.3% | N/A | 0.058% | |
| 7/17/2025 | LVW Advisors LLC | 7,537 | $247K | 0.0% | N/A | 0.001% | |
| 7/16/2025 | Independent Wealth Network Inc. | 103,160 | $3.39M | 1.2% | +9.8% | 0.020% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 204,249 | $6.70M | 1.8% | N/A | 0.039% | |
| 7/16/2025 | Signaturefd LLC | 24,283 | $797K | 0.0% | +50.9% | 0.005% | |
| 7/16/2025 | ORG Partners LLC | 810 | $27K | 0.0% | -66.0% | 0.000% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 21,265 | $698K | 0.2% | +50.1% | 0.004% | |
| 7/16/2025 | Highline Wealth Partners LLC | 800 | $26K | 0.0% | N/A | 0.000% | |
| 7/16/2025 | Augustine Asset Management Inc. | 202,735 | $6.65M | 1.8% | +1.9% | 0.039% | |
| 7/16/2025 | Swisher Financial Concepts Inc. | 16,965 | $557K | 0.4% | -2.0% | 0.003% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 29,972 | $983K | 0.1% | -2.2% | 0.006% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 52,215 | $1.71M | 0.5% | +66.6% | 0.010% | |
| 7/16/2025 | MBE Wealth Management LLC | 8,993 | $295K | 0.1% | -4.1% | 0.002% | |
| 7/16/2025 | Cadent Capital Advisors LLC | 71,784 | $2.36M | 0.8% | -21.5% | 0.014% | |
| 7/16/2025 | Perigon Wealth Management LLC | 30,357 | $996K | 0.0% | N/A | 0.006% | |
| 7/16/2025 | Maridea Wealth Management LLC | 13,010 | $427K | 0.1% | +4.6% | 0.002% | |
| 7/15/2025 | Avaii Wealth Management LLC | 6,423 | $211K | 0.1% | N/A | 0.001% | |
| 7/15/2025 | Well Done LLC | 28,860 | $947K | 0.2% | +272.6% | 0.006% | |
| 7/15/2025 | Wealth Effects LLC | 9,352 | $307K | 0.1% | -25.1% | 0.002% | |
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| 7/15/2025 | TD Private Client Wealth LLC | 49,282 | $1.62M | 0.0% | +212.5% | 0.009% | |
| 7/15/2025 | Evanson Asset Management LLC | 91,043 | $2.99M | 0.2% | -0.8% | 0.017% | |
| 7/15/2025 | Financial Management Professionals Inc. | 1,105 | $36K | 0.0% | +37.6% | 0.000% | |
| 7/15/2025 | Fifth Third Bancorp | 94,666 | $3.11M | 0.0% | +3.1% | 0.018% | |
| 7/15/2025 | LVZ Inc. | 8,121 | $266K | 0.0% | N/A | 0.002% | |
| 7/15/2025 | Revisor Wealth Management LLC | 18,013 | $608K | 0.2% | +1.7% | 0.003% | |
| 7/14/2025 | Hoey Investments Inc. | 13,354 | $438K | 0.1% | -41.0% | 0.003% | |
| 7/14/2025 | E&G Advisors LP | 33,845 | $1.11M | 0.3% | +58.0% | 0.006% | |
| 7/14/2025 | AdvisorNet Financial Inc | 4,550 | $149K | 0.0% | +9.4% | 0.001% | |
| 7/14/2025 | Oliver Luxxe Assets LLC | 6,180 | $203K | 0.0% | N/A | 0.001% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 2,257 | $74K | 0.0% | +54.7% | 0.000% | |
| 7/14/2025 | KFG Wealth Management LLC | 11,009 | $361K | 0.1% | N/A | 0.002% | |
| 7/14/2025 | Caitlin John LLC | 54,588 | $1.79M | 1.6% | -24.4% | 0.010% | |
| 7/14/2025 | S.A. Mason LLC | 13,250 | $435K | 0.2% | -2.9% | 0.003% | |
| 7/14/2025 | Clear Harbor Asset Management LLC | 29,760 | $976K | 0.1% | +1.0% | 0.006% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 121,285 | $3.98M | 0.1% | +16.1% | 0.023% | |
| 7/14/2025 | Rooted Wealth Advisors Inc. | 28,374 | $994K | 0.3% | +5.5% | 0.005% | |
| 7/14/2025 | Park Avenue Securities LLC | 44,023 | $1.44M | 0.0% | +36.3% | 0.008% | |
| 7/14/2025 | Cathy Pareto & Associates Inc. | 14,720 | $483K | 0.4% | +14.6% | 0.003% | |
| 7/14/2025 | Matrix Trust Co | 16,264 | $534K | 0.1% | N/A | 0.003% | |
| 7/14/2025 | Sowell Financial Services LLC | 171,728 | $5.63M | 0.2% | +97.8% | 0.033% | |
| 7/11/2025 | Vanguard Capital Wealth Advisors | 61,676 | $2.02M | 2.0% | +151.7% | 0.012% | |
| 7/11/2025 | Compass Ion Advisors LLC | 6,171 | $202K | 0.0% | -19.6% | 0.001% | |
| 7/11/2025 | Farther Finance Advisors LLC | 65,511 | $2.15M | 0.0% | +674.1% | 0.012% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 42,685 | $1.40M | 0.1% | +21.8% | 0.008% | |
| 7/11/2025 | UMB Bank n.a. | 5,760 | $189K | 0.0% | -25.8% | 0.001% | |
| 7/11/2025 | Adirondack Trust Co. | 5,313 | $174K | 0.1% | +28.1% | 0.001% | |
| 7/11/2025 | Kaydan Wealth Management Inc. | 476,443 | $15.63M | 5.1% | -1.9% | 0.091% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 24,242 | $795K | 0.1% | -2.1% | 0.005% | |
| 7/11/2025 | Bell Bank | 6,381 | $209K | 0.0% | N/A | 0.001% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 4,944,120 | $162.22M | 0.0% | N/A | 0.940% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 4,670 | $145K | 0.1% | N/A | 0.001% | |
| 7/10/2025 | Clare Market Investments LLC | 39,085 | $1.28M | 0.3% | N/A | 0.007% | |
| 7/10/2025 | Arkfeld Wealth Strategies L.L.C. | 6,185 | $207K | 0.1% | N/A | 0.001% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 11,580 | $380K | 0.0% | +10.4% | 0.002% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 211,658 | $7.09M | 0.0% | -1.5% | 0.040% | |
| 7/10/2025 | Tompkins Financial Corp | 4,432 | $145K | 0.0% | -36.1% | 0.001% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 18,640 | $612K | 0.0% | +9.4% | 0.004% | |
| 7/10/2025 | Focus Financial Network Inc. | 74,196 | $2.43M | 0.1% | +247.1% | 0.014% | |
| 7/10/2025 | Professional Financial Advisors LLC | 50,100 | $1.64M | 0.4% | +3.4% | 0.010% | |
| 7/10/2025 | Sovran Advisors LLC | 83,261 | $2.77M | 0.3% | -1.8% | 0.016% | |
| 7/9/2025 | Lake Hills Wealth Management LLC | 202,837 | $6.66M | 3.8% | N/A | 0.039% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 67,758 | $2.22M | 0.1% | +7.5% | 0.013% | |
| 7/9/2025 | Chesley Taft & Associates LLC | 86,850 | $2.85M | 0.1% | +1.4% | 0.017% | |
| 7/9/2025 | Sapient Capital LLC | 36,979 | $1.21M | 0.0% | -39.4% | 0.007% | |
| 7/9/2025 | Procyon Advisors LLC | 16,932 | $556K | 0.1% | +3.0% | 0.003% | |
| 7/9/2025 | Keystone Wealth Services LLC | 25,164 | $826K | 0.2% | N/A | 0.005% | |
| 7/9/2025 | Inspirion Wealth Advisors LLC | 7,564 | $248K | 0.0% | -21.7% | 0.001% | |
| 7/9/2025 | Fiduciary Alliance LLC | 43,124 | $1.42M | 0.1% | +162.9% | 0.008% | |
| 7/9/2025 | Westmount Partners LLC | 12,559 | $412K | 0.1% | -3.5% | 0.002% | |
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| 7/9/2025 | Reyes Financial Architecture Inc. | 3,466 | $114K | 0.1% | -97.7% | 0.001% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 26,767 | $897K | 0.3% | +17.8% | 0.005% | |
| 7/8/2025 | Ehrlich Financial Group | 33,001 | $1.08M | 0.7% | +1.3% | 0.006% | |
| 7/8/2025 | Juncture Wealth Strategies LLC | 6,874 | $226K | 0.1% | N/A | 0.001% | |
| 7/8/2025 | Silverleafe Capital Partners LLC | 9,877 | $324K | 0.1% | +49.1% | 0.002% | |
| 7/8/2025 | Baker Ellis Asset Management LLC | 6,800 | $223K | 0.0% | N/A | 0.001% | |
| 7/8/2025 | Apella Capital LLC | 8,703 | $291K | 0.0% | N/A | 0.002% | |
| 7/8/2025 | First International Bank & Trust | 16,066 | $527K | 0.2% | N/A | 0.003% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 6,103 | $200K | 0.0% | N/A | 0.001% | |
| 7/8/2025 | GK Wealth Management LLC | 64,931 | $2.13M | 1.9% | +7.3% | 0.012% | |
