| 5/20/2025 | Belpointe Asset Management LLC | 26,645 | $2.10M | 0.1% | +4.7% | 0.015% | |
| 5/16/2025 | Jones Financial Companies Lllp | 895 | $71K | 0.0% | -97.0% | 0.000% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 6,272 | $495K | 0.1% | +6.8% | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 17,128 | $1.35M | 0.0% | +130.8% | 0.010% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 50,455 | $3.98M | 0.0% | -7.2% | 0.028% | |
| 5/15/2025 | Titleist Asset Management LLC | 3,091 | $244K | 0.0% | -20.3% | 0.002% | |
| 5/15/2025 | Baird Financial Group Inc. | 83,727 | $6.61M | 0.0% | +25.2% | 0.047% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 14,065 | $1.11M | 0.2% | +21.0% | 0.008% | |
| 5/14/2025 | Luminist Capital LLC | 511 | $40K | 0.0% | -22.1% | 0.000% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 5,374 | $424K | 0.1% | N/A | 0.003% | |
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| 5/14/2025 | Allstate Corp | 527,529 | $41.62M | 1.2% | -6.5% | 0.294% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,831,834 | $142.37M | 0.0% | +10.5% | 1.020% | |
| 5/14/2025 | Summit Financial LLC | 76,225 | $6.01M | 0.2% | +357.0% | 0.042% | |
| 5/14/2025 | Flow Traders U.S. LLC | 127,960 | $10.10M | 0.4% | -33.2% | 0.071% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 27,250 | $2.15M | 0.0% | +13.1% | 0.015% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 11,066 | $873K | 0.0% | -56.4% | 0.006% | |
| 5/12/2025 | JPMorgan Chase & Co. | 2,876,809 | $226.95M | 0.0% | +329.0% | 1.602% | |
| 5/12/2025 | Hirtle Callaghan & Co LLC | 138,729 | $10.94M | 0.4% | +980.4% | 0.077% | |
| 5/12/2025 | Ironwood Investment Counsel LLC | 21,215 | $1.67M | 0.3% | +1.9% | 0.012% | |
| 5/9/2025 | Tidemark LLC | 629 | $50K | 0.0% | N/A | 0.000% | |
| 5/9/2025 | Wealthspire Advisors LLC | 9,202 | $726K | 0.0% | +100.0% | 0.005% | |
| 5/9/2025 | iA Global Asset Management Inc. | 1,104,618 | $87.14M | 1.5% | -2.3% | 0.615% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 3,948 | $311K | 0.0% | -4.5% | 0.002% | |
| 5/8/2025 | Arkadios Wealth Advisors | 19,377 | $1.53M | 0.1% | +21.0% | 0.011% | |
| 5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 7,568 | $597K | 0.1% | +38.4% | 0.004% | |
| 5/7/2025 | Nvwm LLC | 9,627 | $759K | 0.2% | +78.3% | 0.005% | |
| 5/6/2025 | Pacer Advisors Inc. | 27,002 | $2.13M | 0.0% | +234.8% | 0.015% | |
| 5/6/2025 | Dorsey Wright & Associates | 6,034 | $476K | 0.1% | -15.0% | 0.003% | |
| 5/6/2025 | Wedbush Securities Inc. | 7,060 | $557K | 0.0% | -19.4% | 0.004% | |
| 5/6/2025 | Boyd Watterson Asset Management LLC OH | 2,158 | $170K | 0.1% | +13.3% | 0.001% | |
| 5/6/2025 | Advisors Preferred LLC | 80,985 | $6.37M | 0.9% | +63.8% | 0.045% | |
| 5/6/2025 | Richardson Financial Services Inc. | 28,330 | $2.24M | 1.7% | -3.4% | 0.016% | |
| 5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 37,949 | $2.99M | 0.0% | +7.4% | 0.021% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 141,427 | $11.16M | 0.2% | +1.2% | 0.079% | |
| 5/2/2025 | Grey Fox Wealth Advisors LLC | 17,670 | $1.39M | 0.4% | -7.5% | 0.010% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 60,129 | $4.74M | 0.2% | +11.4% | 0.033% | |
| 4/30/2025 | Sierra Capital LLC | 18,456 | $1.46M | 0.2% | +16.7% | 0.010% | |
| 4/29/2025 | TD Private Client Wealth LLC | 55,898 | $4.41M | 0.1% | -6.4% | 0.031% | |
| 4/29/2025 | Bank of New York Mellon Corp | 105,277 | $8.31M | 0.0% | +33.7% | 0.059% | |
| 4/29/2025 | Wayfinding Financial LLC | 431 | $34K | 0.0% | N/A | 0.000% | |
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| 4/29/2025 | Strategic Blueprint LLC | 8,438 | $666K | 0.0% | -16.6% | 0.005% | |
| 4/28/2025 | First Horizon Advisors Inc. | 5,335 | $421K | 0.0% | -66.1% | 0.003% | |
| 4/28/2025 | Private Trust Co. NA | 5,955 | $470K | 0.0% | -16.7% | 0.003% | |
| 4/28/2025 | Rossby Financial LCC | 889 | $70K | 0.0% | -94.6% | 0.000% | |
| 4/25/2025 | Deseret Mutual Benefit Administrators | 228,669 | $18.04M | 9.0% | +0.9% | 0.109% | |
| 4/25/2025 | J.Safra Asset Management Corp | 105,430 | $8.32M | 0.7% | +5.9% | 0.050% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 46,695 | $3.68M | 1.1% | +42.4% | 0.022% | |
| 4/25/2025 | Washington Trust Advisors Inc. | 58,624 | $4.63M | 0.4% | +3.3% | 0.028% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 121,636 | $9.60M | 0.0% | +3.9% | 0.058% | |
| 4/24/2025 | Golden State Wealth Management LLC | 4,005 | $316K | 0.0% | +8.1% | 0.002% | |
| 4/24/2025 | Sunbelt Securities Inc. | 19,810 | $1.56M | 0.1% | +25.3% | 0.009% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 478 | $38K | 0.0% | -30.4% | 0.000% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 494 | $39K | 0.0% | +59.9% | 0.000% | |
| 4/23/2025 | Golden State Wealth Management LLC | 8,010 | $632K | 0.0% | +116.3% | 0.004% | |
| 4/23/2025 | Bessemer Group Inc. | 8,179 | $645K | 0.0% | -4.5% | 0.004% | |
| 4/22/2025 | Amarillo National Bank | 178,609 | $14.09M | 2.7% | -2.1% | 0.085% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 219,256 | $17.30M | 0.1% | +45.4% | 0.104% | |
| 4/21/2025 | Citizens & Northern Corp | 6,837 | $539K | 0.2% | -3.1% | 0.003% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 12,178 | $961K | 0.0% | +82.4% | 0.006% | |
| 4/17/2025 | NBT Bank N A NY | 75,179 | $5.93M | 0.4% | +28.3% | 0.036% | |
| 4/17/2025 | Vicus Capital | 48,305 | $3.81M | 0.4% | +476.2% | 0.023% | |
| 4/17/2025 | Copia Wealth Management | 17,031 | $1.34M | 1.2% | +109.1% | 0.008% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 60,650 | $4.79M | 0.0% | N/A | 0.029% | |
| 4/17/2025 | Rebalance LLC | 91,556 | $7.22M | 0.5% | -3.3% | 0.044% | |
| 4/16/2025 | Farmers & Merchants Investments Inc. | 171,586 | $13.54M | 0.4% | +0.4% | 0.082% | |
| 4/15/2025 | Sanibel Captiva Trust Company Inc. | 18,703 | $1.48M | 0.0% | +0.8% | 0.009% | |
| 4/15/2025 | SG Americas Securities LLC | 25,121 | $1.98M | 0.0% | -83.6% | 0.012% | |
| 4/14/2025 | Harbor Capital Advisors Inc. | 2,055 | $162K | 0.0% | -47.6% | 0.001% | |
| 4/14/2025 | Farther Finance Advisors LLC | 22,138 | $1.74M | 0.0% | +330.8% | 0.011% | |
| 4/14/2025 | City Holding Co. | 22,119 | $1.75M | 0.2% | +14.9% | 0.011% | |
| 4/14/2025 | Central Bank & Trust Co. | 73,835 | $5.83M | 1.0% | -18.0% | 0.035% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,374 | $266K | 0.0% | +17.2% | 0.002% | |
| 4/9/2025 | NBC Securities Inc. | 19,060 | $1.50M | 0.1% | +90,661.9% | 0.009% | |
| 4/9/2025 | Worth Asset Management LLC | 134,379 | $10.60M | 5.8% | +2,827.0% | 0.064% | |
| 4/8/2025 | Peoples Bank KS | 16,045 | $1.27M | 0.9% | +2,053.7% | 0.008% | |
| 4/8/2025 | Burns J W & Co. Inc. NY | 19,200 | $1.52M | 0.2% | +73.6% | 0.009% | |
| 4/8/2025 | Parallel Advisors LLC | 158,017 | $12.47M | 0.3% | -1.4% | 0.075% | |
| 4/7/2025 | Summit Global Investments | 79,334 | $6.26M | 0.5% | -67.7% | 0.041% | |
| 4/7/2025 | Stairway Partners LLC | 311,614 | $24.58M | 1.5% | +1.2% | 0.161% | |
| 4/7/2025 | AdvisorNet Financial Inc | 26,793 | $2.11M | 0.2% | +11.8% | 0.014% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 3,823 | $302K | 0.0% | -3.9% | 0.002% | |
| 3/6/2025 | Copia Wealth Management | 8,146 | $641K | 0.6% | N/A | 0.004% | |
| 2/28/2025 | Park Square Financial Group LLC | 60,271 | $4.74M | 3.3% | N/A | 0.032% | |
| 2/27/2025 | Pinnacle Wealth Planning Services Inc. | 11,624 | $914K | 0.1% | +264.6% | 0.006% | |
| 2/26/2025 | Virtue Capital Management LLC | 23,964 | $1.89M | 0.4% | -12.3% | 0.013% | |
| 2/24/2025 | Ameriflex Group Inc. | 3,130 | $250K | 0.1% | N/A | 0.002% | |
| 2/18/2025 | Mittelman Wealth Management | 19,269 | $1.52M | 1.4% | -24.9% | 0.010% | |
| 2/18/2025 | Sunbelt Securities Inc. | 15,805 | $1.24M | 0.1% | -17.0% | 0.008% | |
| 2/18/2025 | Barrow Hanley Mewhinney & Strauss LLC | 50,178 | $3.95M | 0.0% | N/A | 0.026% | |
| 2/18/2025 | Pinkerton Retirement Specialists LLC | 111,320 | $8.76M | 1.3% | -1.5% | 0.058% | |
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| 2/18/2025 | 10Elms LLP | 4,772 | $375K | 0.4% | N/A | 0.003% | |
| 2/18/2025 | Continuum Advisory LLC | 15,217 | $1.20M | 0.2% | -2.8% | 0.008% | |
| 2/17/2025 | Williams Jones Wealth Management LLC. | 280,400 | $22.05M | 0.3% | +14.3% | 0.147% | |
| 2/17/2025 | Tolleson Wealth Management Inc. | 5,875 | $462K | 0.1% | +6.0% | 0.003% | |
| 2/17/2025 | Strive Asset Management LLC | 12,715 | $1M | 0.8% | N/A | 0.007% | |
| 2/17/2025 | MainStreet Investment Advisors LLC | 3,826 | $301K | 0.0% | -5.5% | 0.002% | |
| 2/17/2025 | Fairview Capital Investment Management LLC | 5,834 | $459K | 0.0% | -6.4% | 0.003% | |
| 2/17/2025 | Colonial Trust Co SC | 5,465 | $430K | 0.1% | -8.5% | 0.003% | |
| 2/17/2025 | Captrust Financial Advisors | 12,101 | $952K | 0.0% | -6.4% | 0.006% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 4,135 | $325K | 0.0% | N/A | 0.002% | |
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