| 10/13/2026 | Worthington Financial Partners LLC | 14,065 | $1.25M | 1.1% | +1.0% | 0.015% | |
| 10/9/2026 | Post Resch Tallon Group Inc. | 30,717 | $2.74M | 1.9% | +1.3% | 0.032% | |
| 10/9/2026 | Diversified Management Inc. | 3,188 | $284K | 0.1% | -45.0% | 0.003% | |
| 10/9/2026 | First Heartland Consultants Inc. | 5,643 | $503K | 0.0% | N/A | 0.006% | |
| 10/8/2026 | Farther Finance Advisors LLC | 41,495 | $3.70M | 0.0% | +9.8% | 0.044% | |
| 10/8/2026 | Titleist Asset Management LLC | 141,252 | $12.59M | 0.8% | -1.8% | 0.149% | |
| 10/8/2026 | Apella Capital LLC | 25,740 | $2.27M | 0.0% | -9.0% | 0.027% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 8,094 | $721K | 0.0% | -1.8% | 0.009% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 2,703 | $241K | 0.0% | -17.2% | 0.003% | |
| 10/7/2026 | Venture Visionary Partners LLC | 260,831 | $23.24M | 0.6% | -0.5% | 0.276% | |
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| 10/7/2026 | Greenfield Savings Bank | 2,330 | $208K | 0.1% | N/A | 0.002% | |
| 10/7/2026 | OxenFree Capital LLC | 2,423 | $219K | 0.1% | N/A | 0.003% | |
| 10/7/2026 | Worth Asset Management LLC | 3,844 | $342K | 0.1% | N/A | 0.004% | |
| 10/7/2026 | Legacy Solutions LLC | 3,414 | $304K | 0.2% | -3.9% | 0.004% | |
| 10/2/2026 | GoalVest Advisory LLC | 32,789 | $2.92M | 0.1% | +21,614.6% | 0.035% | |
| 10/1/2026 | Doliver Advisors LP | 3,634 | $324K | 0.1% | -4.9% | 0.004% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 225,231 | $18.20M | 0.0% | +27.1% | 0.238% | |
| 9/9/2026 | IPG Investment Advisors LLC | 5,036 | $407K | 0.1% | -5.9% | 0.005% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 18,064 | $1.46M | 0.0% | -57.7% | 0.019% | |
| 9/9/2026 | Maven Securities LTD | 62,077 | $5.02M | 0.1% | -1.0% | 0.066% | |
| 9/9/2026 | RFG Advisory LLC | 5,065 | $409K | 0.0% | -24.0% | 0.005% | |
| 9/9/2026 | NewEdge Advisors LLC | 147,211 | $11.90M | 0.0% | -0.7% | 0.156% | |
| 9/9/2026 | IFP Advisors Inc | 5,915 | $478K | 0.0% | -7.6% | 0.006% | |
| 9/9/2026 | Baird Financial Group Inc. | 22,300 | $1.80M | 0.0% | -6.6% | 0.024% | |
| 9/9/2026 | One Charles Private Wealth Services LLC | 69,288 | $5.60M | 1.3% | -2.5% | 0.073% | |
| 9/8/2026 | Allworth Financial LP | 18,359 | $1.48M | 0.0% | -9.5% | 0.019% | |
| 9/8/2026 | Waverly Advisors LLC | 4,649 | $376K | 0.0% | +8.5% | 0.005% | |
| 9/2/2026 | Range Advisory LLC | 6,539 | $528K | 0.1% | +13.0% | 0.007% | |
| 8/27/2026 | Corient Private Wealth LP | 40,468 | $3.27M | 0.0% | -5.3% | 0.043% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 3,257 | $263K | 0.0% | N/A | 0.003% | |
| 8/23/2026 | Straight Path Wealth Management | 10,186 | $823K | 0.2% | +2.0% | 0.011% | |
| 8/23/2026 | PCG Wealth Advisors LLC | 17,525 | $1.42M | 0.3% | N/A | 0.019% | |
| 8/23/2026 | SFG Wealth Management LLC. | 2,573 | $208K | 0.1% | N/A | 0.003% | |
| 8/23/2026 | Kraematon Investment Advisors Inc. | 21,392 | $1.73M | 1.3% | -0.6% | 0.023% | |
| 8/23/2026 | HB Wealth Management LLC | 9,021 | $729K | 0.0% | +29.4% | 0.010% | |
| 8/22/2026 | XP Advisory US Inc. | 1,006 | $81K | 0.0% | N/A | 0.001% | |
| 8/22/2026 | Rose Capital Advisors LLC | 39,945 | $3.23M | 1.6% | N/A | 0.042% | |
| 8/22/2026 | NBH Bank | 559 | $45K | 0.0% | N/A | 0.001% | |
| 8/22/2026 | AlphaGrep UK Ltd | 2,590 | $209K | 0.1% | N/A | 0.003% | |
| 8/22/2026 | Markowski Investments | 320 | $26K | 0.0% | N/A | 0.000% | |
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| 8/22/2026 | Turner Financial Group Inc. | 23,521 | $1.90M | 1.9% | N/A | 0.025% | |
| 8/22/2026 | Meadowbrook Wealth Management LLC | 2,865 | $234K | 0.3% | N/A | 0.003% | |
| 8/22/2026 | Hopwood Nicholas Hunter | 4,485 | $362K | 0.1% | N/A | 0.005% | |
| 8/22/2026 | NWF Advisory Services Inc. | 2,483 | $201K | 0.0% | N/A | 0.003% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 22,169 | $1.81M | 0.0% | -6.3% | 0.023% | |
| 8/22/2026 | Kickstand Ventures LLC. | 16,776 | $1.36M | 0.2% | +4.9% | 0.018% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 22,542 | $1.82M | 0.0% | +57.1% | 0.024% | |
| 8/21/2026 | Safeguard Investment Advisory Group LLC | 5,706 | $461K | 0.1% | -4.9% | 0.006% | |
| 8/21/2026 | SkyOak Wealth LLC | 89,400 | $7.23M | 1.2% | -3.3% | 0.094% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 10,240 | $828K | 0.2% | +4.3% | 0.011% | |
| 8/21/2026 | Luken Investment Analytics LLC | 89,592 | $7.24M | 2.5% | N/A | 0.095% | |
| 8/21/2026 | Requisite Capital Management LLC | 2,512 | $203K | 0.0% | N/A | 0.003% | |
| 8/21/2026 | Triumph Capital Management | 5,143 | $416K | 0.1% | -9.1% | 0.005% | |
| 8/21/2026 | Rinkey Investments | 7,383 | $597K | 0.1% | N/A | 0.008% | |
| 8/20/2026 | Nwam LLC | 23,244 | $1.88M | 0.1% | -2.5% | 0.025% | |
| 8/20/2026 | M Holdings Securities Inc. | 26,227 | $2.06M | 0.3% | +1.0% | 0.028% | |
| 8/20/2026 | Headlands Technologies LLC | 6,759 | $546K | 0.1% | N/A | 0.007% | |
| 8/20/2026 | Quantitative Investment Management LLC | 63,839 | $5.16M | 0.6% | N/A | 0.067% | |
| 7/10/2026 | Abound Wealth Management | 379 | $31K | 0.0% | -55.1% | 0.000% | |
| 7/10/2026 | Lam Group Inc. | 305 | $25K | 0.0% | -94.6% | 0.000% | |
| 7/10/2026 | Doliver Advisors LP | 3,820 | $309K | 0.1% | -14.3% | 0.004% | |
| 7/10/2026 | Diversified Management Inc. | 2,997 | $242K | 0.1% | N/A | 0.003% | |
| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 5,013 | $405K | 0.0% | +2.9% | 0.005% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 13,120 | $1.06M | 0.0% | +2.0% | 0.014% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 3,264 | $264K | 0.0% | N/A | 0.003% | |
| 7/8/2026 | First Heartland Consultants Inc. | 5,456 | $441K | 0.0% | -52.4% | 0.006% | |
| 7/8/2026 | Apella Capital LLC | 28,279 | $2.30M | 0.0% | -0.5% | 0.030% | |
| 7/7/2026 | Post Resch Tallon Group Inc. | 30,333 | $2.45M | 1.7% | +1.8% | 0.032% | |
| 7/7/2026 | Madison Park Capital Advisors LLC | 43,544 | $3.52M | 1.9% | +1.4% | 0.046% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 9,110 | $736K | 0.0% | -4.5% | 0.010% | |
| 7/7/2026 | Grant Private Wealth Management Inc | 20,318 | $1.64M | 0.7% | -5.5% | 0.021% | |
| 7/7/2026 | Avior Wealth Management LLC | 23,058 | $1.86M | 0.0% | -12.0% | 0.024% | |
| 7/7/2026 | Legacy Solutions LLC | 3,552 | $287K | 0.2% | +4.0% | 0.004% | |
| 7/6/2026 | Meadowbrook Wealth Management LLC | 2,865 | $234K | 0.3% | N/A | 0.003% | |
| 7/2/2026 | KERR FINANCIAL PLANNING Corp | 34,529 | $2.79M | 3.1% | -0.7% | 0.036% | |
| 6/18/2026 | Western Wealth Management LLC | 8,525 | $576K | 0.0% | -1.6% | 0.009% | |
| 6/9/2026 | Rathbones Group PLC | 6,130 | $414K | 0.0% | +35.6% | 0.006% | |
| 6/3/2026 | Parallel Advisors LLC | 4,006 | $271K | 0.0% | -5.9% | 0.004% | |
| 6/3/2026 | NewEdge Advisors LLC | 148,191 | $10.02M | 0.0% | +37.0% | 0.157% | |
| 5/19/2026 | Bank of America Corp DE | 2,248,298 | $151.96M | 0.0% | -39.1% | 2.375% | |
| 5/19/2026 | Edgestream Partners L.P. | 6,193 | $419K | 0.0% | -49.6% | 0.007% | |
| 5/19/2026 | Centaurus Financial Inc. | 4,234 | $286K | 0.0% | -6.9% | 0.004% | |
| 5/19/2026 | Arkadios Wealth Advisors | 83,113 | $5.62M | 0.1% | +11.5% | 0.088% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 19,812 | $1.34M | 0.0% | +8.8% | 0.021% | |
| 5/18/2026 | Empowered Funds LLC | 41,140 | $2.78M | 0.0% | N/A | 0.043% | |
| 5/16/2026 | Quantinno Capital Management LP | 4,632 | $313K | 0.0% | +37.0% | 0.005% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 6,372 | $431K | 0.0% | +82.2% | 0.007% | |
| 5/15/2026 | Boreal Capital Management LLC | 1,292 | $87K | 0.1% | N/A | 0.001% | |
| 5/14/2026 | Renaissance Technologies LLC | 86,400 | $5.84M | 0.0% | N/A | 0.091% | |
| 5/14/2026 | Pennington Partners & CO. LLC | 6,589 | $445K | 0.2% | N/A | 0.007% | |
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| 5/14/2026 | Compound Planning Inc. | 4,124 | $279K | 0.0% | +8.3% | 0.004% | |
| 5/14/2026 | Modern Wealth Management LLC | 3,839 | $263K | 0.0% | -30.9% | 0.004% | |
| 5/14/2026 | Bank of Nova Scotia | 3,293 | $223K | 0.0% | N/A | 0.003% | |
| 5/14/2026 | American Financial Advisors LLC | 6,631 | $448K | 0.1% | -3.3% | 0.007% | |
| 5/14/2026 | Group One Trading LLC | 12,956 | $876K | 0.0% | N/A | 0.014% | |
| 5/14/2026 | Ascension Capital Advisors Inc. | 382,968 | $25.89M | 8.1% | +2.7% | 0.405% | |
| 5/14/2026 | Lido Advisors LLC | 13,914 | $941K | 0.0% | -30.5% | 0.015% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 26,021 | $1.76M | 0.1% | -21.1% | 0.027% | |
| 5/12/2026 | Insight Advisors LLC PA | 3,557 | $240K | 0.0% | +18.4% | 0.004% | |
| 5/8/2026 | Pacific Sun Financial Corp | 3,015 | $204K | 0.1% | -6.8% | 0.003% | |