| 8/1/2025 | First National Trust Co | 829,752 | $32.27M | 1.2% | +3.0% | 1.798% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 742,679 | $28.88M | 0.0% | +545.3% | 1.610% | |
| 7/31/2025 | Carnegie Investment Counsel | 38,080 | $1.48M | 0.0% | N/A | 0.083% | |
| 7/30/2025 | Strategic Blueprint LLC | 126,430 | $4.92M | 0.2% | +132.0% | 0.274% | |
| 7/29/2025 | Stephens Inc. AR | 30,922 | $1.20M | 0.0% | -3.8% | 0.067% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 1,476,762 | $57.43M | 1.2% | +55.6% | 3.201% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 42,945 | $1.67M | 0.0% | N/A | 0.093% | |
| 7/29/2025 | Commons Capital LLC | 65,075 | $2.53M | 1.9% | -0.9% | 0.141% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 10,281 | $400K | 0.0% | N/A | 0.022% | |
| 7/25/2025 | Welch Group LLC | 9,238 | $359K | 0.0% | N/A | 0.020% | |
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| 7/24/2025 | Bryant Woods Investment Advisors LLC | 107,677 | $4.19M | 1.8% | +46.7% | 0.233% | |
| 7/23/2025 | True Vision MN LLC | 9,304 | $362K | 0.2% | N/A | 0.020% | |
| 7/22/2025 | Berger Financial Group Inc | 9,347 | $364K | 0.0% | -10.5% | 0.020% | |
| 7/21/2025 | Future Financial Wealth Managment LLC | 115,379 | $4.49M | 3.1% | -4.6% | 0.250% | |
| 7/18/2025 | Provident Wealth Management LLC | 1,373,423 | $53.41M | 17.5% | -0.7% | 2.980% | |
| 7/16/2025 | Cox Capital Mgt LLC | 33,625 | $1.31M | 0.9% | -2.5% | 0.073% | |
| 7/16/2025 | Perigon Wealth Management LLC | 87,446 | $3.40M | 0.1% | -63.7% | 0.189% | |
| 7/15/2025 | James J. Burns & Company LLC | 275,607 | $10.72M | 1.7% | +4.7% | 0.597% | |
| 7/15/2025 | Eaton Financial Holdings Company LLC | 404,468 | $15.73M | 4.8% | -22.7% | 0.876% | |
| 7/11/2025 | Farther Finance Advisors LLC | 16,825 | $654K | 0.0% | -85.0% | 0.037% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 44,460 | $1.73M | 0.1% | +10.6% | 0.097% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 333,828 | $12.98M | 0.2% | +24.5% | 0.727% | |
| 7/10/2025 | Marshall Financial Group LLC | 100,051 | $3.91M | 0.8% | +2.4% | 0.218% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 46,145 | $1.82M | 0.0% | +8.3% | 0.101% | |
| 7/10/2025 | SK Wealth Management LLC | 53,755 | $2.11M | 0.9% | +6.3% | 0.117% | |
| 7/9/2025 | Lincoln Capital Corp | 67,339 | $2.62M | 1.0% | +2.5% | 0.147% | |
| 7/9/2025 | Beacon Financial Group | 14,767 | $574K | 0.1% | -5.8% | 0.032% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 207,065 | $7.28M | 1.3% | +16.1% | 0.480% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 459,442 | $16.15M | 0.5% | +197,935.3% | 1.064% | |
| 5/19/2025 | Jane Street Group LLC | 29,620 | $1.04M | 0.0% | -18.1% | 0.069% | |
| 5/15/2025 | Royal Bank of Canada | 46,365 | $1.63M | 0.0% | N/A | 0.107% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 113,165 | $3.98M | 0.6% | N/A | 0.262% | |
| 5/14/2025 | Comerica Bank | 14,532 | $511K | 0.0% | +39.5% | 0.034% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,247,782 | $43.87M | 0.0% | +1,251.9% | 2.890% | |
| 5/14/2025 | Kestra Advisory Services LLC | 332,276 | $11.68M | 0.1% | +992.1% | 0.770% | |
| 5/14/2025 | Capital Analysts LLC | 94,181 | $3.31M | 0.1% | +204.8% | 0.218% | |
| 5/13/2025 | Eaton Financial Holdings Company LLC | 523,251 | $18.40M | 7.6% | +5.7% | 1.212% | |
| 5/13/2025 | Menora Mivtachim Holdings LTD. | 106,025 | $3.73M | 0.0% | N/A | 0.246% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 948,805 | $33.36M | 0.8% | +142.8% | 2.198% | |
| 5/13/2025 | HighTower Advisors LLC | 108,553 | $3.82M | 0.0% | +98.2% | 0.251% | |
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| 5/12/2025 | Berger Financial Group Inc | 10,438 | $367K | 0.0% | -15.3% | 0.024% | |
| 5/12/2025 | Benjamin Edwards Inc. | 30,429 | $1.07M | 0.0% | +15.9% | 0.070% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 29,857 | $1.05M | 1.0% | +115.8% | 0.070% | |
| 5/9/2025 | NBZ Investment Advisors LLC | 191,500 | $6.73M | 3.9% | +995.7% | 0.451% | |
| 5/8/2025 | Hopwood Financial Services Inc. | 53,723 | $1.89M | 1.5% | +20.6% | 0.126% | |
| 5/8/2025 | First National Trust Co | 805,940 | $28.34M | 1.1% | +65.7% | 1.897% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 495,521 | $17.42M | 0.5% | +213,486.6% | 1.166% | |
| 5/8/2025 | Cozad Asset Management Inc. | 9,104 | $320K | 0.0% | +8.9% | 0.021% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 3,200 | $113K | 0.0% | N/A | 0.008% | |
| 5/7/2025 | Sterling Investment Advisors Ltd. | 6,300 | $222K | 0.1% | N/A | 0.015% | |
| 5/6/2025 | Cetera Investment Advisers | 243,284 | $8.55M | 0.0% | N/A | 0.573% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 115,913 | $4.08M | 0.0% | N/A | 0.273% | |
| 5/5/2025 | Dahring Cusmano LLC | 58,833 | $2.07M | 1.8% | +56.3% | 0.138% | |
| 5/2/2025 | Sigma Planning Corp | 46,947 | $1.65M | 0.1% | -10.1% | 0.110% | |
| 5/1/2025 | Stephens Inc. AR | 32,139 | $1.13M | 0.0% | +79.2% | 0.076% | |
| 4/30/2025 | Allworth Financial LP | 3,193,387 | $109.88M | 0.6% | +2.2% | 7.516% | |
| 4/30/2025 | Prodigy Asset Management LLC | 625,124 | $21.98M | 17.8% | +5.0% | 1.471% | |
| 4/30/2025 | M&T Bank Corp | 4,916,092 | $172.86M | 0.6% | +1,484.5% | 11.570% | |
| 4/30/2025 | Bryant Woods Investment Advisors LLC | 73,411 | $2.58M | 1.2% | +191.6% | 0.173% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 115,098 | $4.05M | 0.0% | +36.2% | 0.271% | |
| 4/29/2025 | Strategic Blueprint LLC | 54,496 | $1.92M | 0.1% | N/A | 0.128% | |
| 4/29/2025 | 4J Wealth Management LLC | 9,530 | $335K | 0.3% | N/A | 0.022% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 40,209 | $1.41M | 0.1% | -5.8% | 0.095% | |
| 4/28/2025 | Lincoln Capital Corp | 65,705 | $2.31M | 1.0% | +4.9% | 0.155% | |
| 4/23/2025 | Perigon Wealth Management LLC | 241,131 | $8.48M | 0.2% | N/A | 0.568% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 33,439 | $1.18M | 0.0% | N/A | 0.079% | |
| 4/23/2025 | Alpha Financial Advisors LLC | 866,761 | $30.48M | 13.5% | +2,561.6% | 2.040% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 1,546 | $54K | 0.0% | N/A | 0.004% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 34,834 | $1.23M | 0.0% | -4.4% | 0.082% | |
| 4/22/2025 | SK Wealth Management LLC | 50,583 | $1.64M | 0.9% | N/A | 0.119% | |
| 4/21/2025 | Provident Wealth Management LLC | 1,383,718 | $48.65M | 16.8% | +1.1% | 3.257% | |
| 4/21/2025 | CWA Asset Management Group LLC | 30,122 | $1.06M | 0.1% | N/A | 0.071% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 268,074 | $9.43M | 0.2% | +4.6% | 0.645% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 42,624 | $1.50M | 0.0% | +37.5% | 0.103% | |
| 4/16/2025 | Marshall Financial Group LLC | 97,667 | $3.43M | 0.8% | N/A | 0.235% | |
| 4/14/2025 | Farther Finance Advisors LLC | 112,432 | $3.97M | 0.1% | +76.8% | 0.271% | |
| 4/11/2025 | DHK Financial Advisors Inc. | 78,598 | $2.76M | 1.5% | +100.0% | 0.189% | |
| 4/10/2025 | Beacon Financial Group | 15,684 | $551K | 0.1% | -2.4% | 0.038% | |
| 4/9/2025 | Cox Capital Mgt LLC | 34,475 | $1.21M | 0.9% | +11.4% | 0.083% | |
| 4/9/2025 | Future Financial Wealth Managment LLC | 120,888 | $4.25M | 3.1% | +1.6% | 0.291% | |
| 4/8/2025 | James J. Burns & Company LLC | 263,183 | $9.25M | 1.7% | +4.2% | 0.633% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 30,995 | $1.15M | 0.0% | +33.3% | 0.080% | |
| 3/12/2025 | Centaurus Financial Inc. | 39,614 | $1.47M | 0.1% | +4.4% | 0.109% | |
| 2/17/2025 | Two Sigma Investments LP | 158,913 | $5.88M | 0.0% | -2.9% | 2.823% | |
| 2/17/2025 | Prodigy Asset Management LLC | 595,076 | $22M | 18.8% | N/A | 10.570% | |
| 2/17/2025 | Captrust Financial Advisors | 645,236 | $23.85M | 0.1% | -3.7% | 11.461% | |
| 2/17/2025 | Bank of America Corp DE | 14,033 | $519K | 0.0% | N/A | 0.249% | |
| 2/17/2025 | Benjamin Edwards Inc. | 26,265 | $971K | 0.0% | +41.1% | 0.467% | |
| 2/14/2025 | Jane Street Group LLC | 36,152 | $1.34M | 0.0% | +57.9% | 0.642% | |
| 2/14/2025 | Comerica Bank | 10,415 | $385K | 0.0% | +26.5% | 0.185% | |
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| 2/14/2025 | Berger Financial Group Inc | 12,323 | $456K | 0.0% | -21.2% | 0.219% | |
| 2/14/2025 | Capital Analysts LLC | 30,903 | $1.14M | 0.0% | N/A | 0.549% | |
| 2/13/2025 | Garden State Investment Advisory Services LLC | 122,050 | $4.51M | 1.3% | +5.0% | 2.168% | |
| 2/13/2025 | Rollins Financial Advisors LLC | 178,380 | $6.60M | 1.0% | +28.9% | 3.168% | |
| 2/13/2025 | Cerity Partners LLC | 37,591 | $1.39M | 0.0% | +254.9% | 0.668% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 84,490 | $3.12M | 0.0% | N/A | 1.501% | |
| 2/12/2025 | NBZ Investment Advisors LLC | 17,478 | $646K | 0.4% | N/A | 0.310% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,719 | $64K | 0.0% | +941.8% | 0.031% | |
| 2/10/2025 | Cozad Asset Management Inc. | 8,363 | $309K | 0.0% | +21.9% | 0.149% | |
| 2/10/2025 | Eaton Financial Holdings Company LLC | 495,198 | $18.31M | 7.0% | +88.0% | 8.796% | |
