| 8/18/2025 | Hershey Financial Advisers LLC | 9,414 | $427K | 0.4% | N/A | 0.030% | |
| 8/15/2025 | MML Investors Services LLC | 52,264 | $2.37M | 0.0% | +46.4% | 0.168% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 6,356 | $288K | 0.0% | -19.6% | 0.020% | |
| 8/15/2025 | Benjamin Edwards Inc. | 119,614 | $5.42M | 0.1% | +18.7% | 0.384% | |
| 8/15/2025 | Bank of America Corp DE | 1,585,204 | $71.89M | 0.0% | -5.7% | 5.082% | |
| 8/14/2025 | Raymond James Financial Inc. | 353,837 | $16.05M | 0.0% | -1.5% | 1.134% | |
| 8/14/2025 | Glenview Trust co | 1,759,213 | $79.78M | 1.4% | +4.7% | 5.640% | |
| 8/14/2025 | NewEdge Advisors LLC | 34,013 | $1.54M | 0.0% | -32.4% | 0.109% | |
| 8/13/2025 | M Holdings Securities Inc. | 10,249 | $464K | 0.1% | N/A | 0.033% | |
| 8/13/2025 | Marshall Wace LLP | 19,701 | $893K | 0.0% | N/A | 0.063% | |
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| 8/13/2025 | Legacy Capital Wealth Partners LLC | 25,661 | $1.16M | 0.2% | +9.6% | 0.082% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,959,197 | $88.85M | 0.1% | +28.5% | 6.281% | |
| 8/13/2025 | Maia Wealth LLC | 42,251 | $1.92M | 0.4% | +40.4% | 0.135% | |
| 8/12/2025 | Fiducient Advisors LLC | 19,200 | $871K | 0.1% | N/A | 0.062% | |
| 8/12/2025 | MAI Capital Management | 13,986 | $634K | 0.0% | +41.2% | 0.045% | |
| 8/11/2025 | TD Waterhouse Canada Inc. | 4,561 | $202K | 0.0% | +192.2% | 0.015% | |
| 8/11/2025 | Landaas & Co. WI ADV | 17,617 | $799K | 0.2% | +60.6% | 0.056% | |
| 8/8/2025 | MJP Associates Inc. ADV | 184,102 | $8.35M | 1.2% | -18.6% | 0.590% | |
| 8/8/2025 | Cetera Investment Advisers | 3,282,913 | $148.88M | 0.3% | +108.9% | 10.514% | |
| 8/8/2025 | Creative Planning | 73,347 | $3.33M | 0.0% | -53.3% | 0.235% | |
| 8/8/2025 | Sittner & Nelson LLC | 23,049 | $1.05M | 0.4% | +21.8% | 0.074% | |
| 8/8/2025 | Maple Capital Management Inc. | 40,895 | $1.86M | 0.1% | +3.4% | 0.131% | |
| 8/8/2025 | Comprehensive Financial Planning Inc. PA | 43,421 | $1.97M | 1.6% | +1.5% | 0.139% | |
| 8/7/2025 | Ellerson Group Inc. ADV | 22,632 | $1.03M | 0.7% | +2.5% | 0.072% | |
| 8/7/2025 | Summit Asset Management LLC | 56,047 | $2.54M | 0.4% | -3.6% | 0.179% | |
| 8/6/2025 | Prospera Financial Services Inc | 7,152 | $324K | 0.0% | -89.5% | 0.023% | |
| 8/6/2025 | Souders Financial Advisors | 302,768 | $13.73M | 1.7% | +6.1% | 0.970% | |
| 8/5/2025 | Sigma Planning Corp | 18,167 | $824K | 0.0% | -69.0% | 0.058% | |
| 8/4/2025 | NBZ Investment Advisors LLC | 60,764 | $2.76M | 1.6% | +6.9% | 0.195% | |
| 8/4/2025 | Saxony Capital Management LLC | 5,100 | $231K | 0.2% | -12.1% | 0.016% | |
| 8/4/2025 | Linscomb Wealth Inc. | 249,386 | $11.31M | 0.5% | +0.3% | 0.799% | |
| 8/4/2025 | REDW Wealth LLC | 10,084 | $457K | 0.2% | +7.3% | 0.032% | |
| 8/4/2025 | WNY Asset Management LLC | 14,683 | $666K | 0.1% | -47.9% | 0.047% | |
| 8/1/2025 | Equita Financial Network Inc. | 6,093 | $276K | 0.1% | -10.7% | 0.020% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 793,857 | $36.00M | 0.0% | -1.1% | 2.542% | |
| 7/30/2025 | Cornerstone Advisory LLC | 5,264 | $239K | 0.0% | N/A | 0.017% | |
| 7/30/2025 | D.A. Davidson & CO. | 212,216 | $9.62M | 0.1% | -0.7% | 0.680% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 288,685 | $13.09M | 5.2% | +254.2% | 0.925% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 17,994 | $816K | 0.0% | -27.3% | 0.058% | |
| 7/28/2025 | Harbour Investments Inc. | 35,177 | $1.60M | 0.0% | +1.4% | 0.113% | |
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| 7/28/2025 | Mitchell Mcleod Pugh & Williams Inc. | 20,362 | $923K | 0.2% | +3.0% | 0.065% | |
| 7/25/2025 | Cascade Investment Advisors Inc. | 6,193 | $281K | 0.2% | +7.3% | 0.020% | |
| 7/25/2025 | CWM LLC | 93,359 | $4.23M | 0.0% | +25.1% | 0.299% | |
| 7/25/2025 | Matrix Asset Advisors Inc. NY | 64,641 | $2.93M | 0.3% | +4.1% | 0.207% | |
| 7/25/2025 | Apollon Wealth Management LLC | 4,828 | $219K | 0.0% | N/A | 0.015% | |
| 7/24/2025 | Bey Douglas LLC | 6,849 | $311K | 0.2% | +15.8% | 0.022% | |
| 7/24/2025 | Croban | 76,981 | $3.49M | 3.0% | -3.9% | 0.247% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 13,232 | $600K | 0.0% | -86.3% | 0.042% | |
| 7/23/2025 | Armstrong Fleming & Moore Inc | 437,876 | $19.86M | 10.8% | N/A | 1.405% | |
| 7/23/2025 | Citizens National Bank Trust Department | 12,536 | $569K | 0.1% | -5.5% | 0.040% | |
| 7/23/2025 | Roundview Capital LLC | 28,740 | $1.30M | 0.1% | +78.1% | 0.092% | |
| 7/22/2025 | DAVENPORT & Co LLC | 15,997 | $725K | 0.0% | +6.9% | 0.051% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 23,733 | $1.08M | 0.1% | +301.9% | 0.076% | |
| 7/21/2025 | Trust Co of Kansas | 935,625 | $42.43M | 20.2% | +12.2% | 2.998% | |
| 7/18/2025 | Truist Financial Corp | 80,580 | $3.65M | 0.0% | -0.5% | 0.258% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 286,763 | $13.01M | 0.0% | +18.2% | 0.921% | |
| 7/16/2025 | Swisher Financial Concepts Inc. | 18,133 | $822K | 0.5% | -6.9% | 0.058% | |
| 7/14/2025 | Lighthouse Wealth Management Inc. | 28,213 | $1.28M | 1.1% | +3.6% | 0.091% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 35,551 | $1.61M | 0.1% | +259.4% | 0.115% | |
| 7/11/2025 | CMH Wealth Management LLC | 157,427 | $7.14M | 1.7% | -5.8% | 0.508% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 61,952 | $2.83M | 0.0% | +1.5% | 0.200% | |
| 6/16/2025 | Maple Capital Management Inc. | 39,563 | $1.51M | 0.1% | +10.1% | 0.131% | |
| 5/20/2025 | Glenview Trust co | 1,680,494 | $64.01M | 1.2% | +7.7% | 5.552% | |
| 5/16/2025 | National Wealth Management Group LLC | 226,539 | $8.63M | 5.7% | +5.8% | 0.748% | |
| 5/16/2025 | NewEdge Advisors LLC | 50,348 | $1.92M | 0.0% | +41.4% | 0.166% | |
| 5/15/2025 | Royal Bank of Canada | 65,275 | $2.49M | 0.0% | +7.4% | 0.216% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 8,133 | $310K | 0.0% | -71.1% | 0.027% | |
| 5/14/2025 | Comerica Bank | 1,000 | $38K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,524,205 | $58.06M | 0.0% | +21.5% | 5.035% | |
| 5/14/2025 | Kestra Advisory Services LLC | 34,731 | $1.32M | 0.0% | +3.0% | 0.115% | |
| 5/14/2025 | Capital Analysts LLC | 54,878 | $2.09M | 0.1% | +29.2% | 0.181% | |
| 5/13/2025 | Raymond James Financial Inc. | 359,377 | $13.69M | 0.0% | +15.6% | 1.187% | |
| 5/13/2025 | Ted Buchan & Co | 31,361 | $1.20M | 0.6% | -15.7% | 0.104% | |
| 5/13/2025 | Russell Investments Group Ltd. | 1,752 | $67K | 0.0% | N/A | 0.006% | |
| 5/13/2025 | Elevation Capital Advisory LLC | 81,501 | $3.10M | 1.4% | N/A | 0.269% | |
| 5/12/2025 | Maia Wealth LLC | 30,093 | $1.13M | 0.3% | -0.8% | 0.099% | |
| 5/12/2025 | Linscomb Wealth Inc. | 248,582 | $9.47M | 0.5% | +3.7% | 0.821% | |
| 5/12/2025 | Benjamin Edwards Inc. | 100,751 | $3.84M | 0.1% | +3.2% | 0.333% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 42,795 | $1.63M | 1.6% | +334.1% | 0.150% | |
| 5/9/2025 | NBZ Investment Advisors LLC | 56,819 | $2.16M | 1.2% | -12.1% | 0.199% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 658,863 | $25.10M | 0.0% | +15.2% | 2.309% | |
| 5/9/2025 | Heritage Trust Co | 36,978 | $1.41M | 0.2% | +104.0% | 0.130% | |
| 5/8/2025 | Hopwood Financial Services Inc. | 94,976 | $3.62M | 2.8% | +2.2% | 0.333% | |
| 5/8/2025 | Harbour Investments Inc. | 34,706 | $1.32M | 0.0% | -4.1% | 0.122% | |
| 5/8/2025 | First Foundation Advisors | 86,642 | $3.30M | 0.1% | -5.4% | 0.304% | |
| 5/7/2025 | LPL Financial LLC | 33,518 | $1.28M | 0.0% | +68.2% | 0.117% | |
| 5/7/2025 | Bedel Financial Consulting Inc. | 30,256 | $1.20M | 0.2% | +1.8% | 0.106% | |
| 5/6/2025 | Cetera Investment Advisers | 1,571,439 | $59.86M | 0.1% | +75.0% | 5.506% | |
| 5/6/2025 | Advisor OS LLC | 226,184 | $8.62M | 1.0% | -13.1% | 0.793% | |
| 5/6/2025 | Roundview Capital LLC | 16,136 | $615K | 0.0% | +20.9% | 0.057% | |
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| 5/5/2025 | Souders Financial Advisors | 285,251 | $10.87M | 1.5% | +15.4% | 0.999% | |
| 5/5/2025 | IFP Advisors Inc | 25,120 | $957K | 0.0% | +4.8% | 0.088% | |
| 5/5/2025 | Private Advisor Group LLC | 12,724 | $485K | 0.0% | -5.5% | 0.045% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 23,414 | $892K | 0.2% | +70.2% | 0.082% | |
| 5/2/2025 | Landaas & Co. WI ADV | 10,967 | $418K | 0.1% | N/A | 0.038% | |
| 5/2/2025 | Sigma Planning Corp | 58,673 | $2.24M | 0.1% | +2.3% | 0.206% | |
| 5/1/2025 | CWM LLC | 74,618 | $2.84M | 0.0% | +36.7% | 0.261% | |
| 5/1/2025 | Croban | 80,089 | $3.05M | 2.8% | N/A | 0.281% | |
| 4/30/2025 | MJP Associates Inc. ADV | 226,184 | $8.62M | 1.6% | -11.7% | 0.793% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 24,744 | $942K | 0.1% | -29.8% | 0.087% | |
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