| 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% | |
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| 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% | |
| 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% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 29,373 | $1.99M | 0.0% | +2.0% | 0.031% | |
| 5/7/2026 | Parallel Advisors LLC | 4,006 | $271K | 0.0% | -5.9% | 0.004% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 31,795 | $2.15M | 0.2% | -5.4% | 0.034% | |
| 5/6/2026 | SteelPeak Wealth LLC | 12,967 | $876K | 0.0% | +121.3% | 0.014% | |
| 5/6/2026 | Independent Financial Group LLC | 14,876 | $1.01M | 0.0% | N/A | 0.016% | |
| 5/5/2026 | Wealthfront Advisers LLC | 156,385 | $10.57M | 0.0% | +2.1% | 0.165% | |
| 5/5/2026 | D.A. Davidson & CO. | 10,872 | $735K | 0.0% | -3.9% | 0.011% | |
| 5/5/2026 | Navigation Group LLC | 3,972 | $268K | 0.1% | N/A | 0.004% | |
| 5/5/2026 | Bank of New York Mellon Corp | 6,551 | $443K | 0.0% | +7.7% | 0.007% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 8,997 | $608K | 0.0% | -16.2% | 0.010% | |
| 5/5/2026 | NFSG Corp | 10,505 | $710K | 0.1% | +199.7% | 0.011% | |
| 5/5/2026 | Sigma Planning Corp | 16,512 | $1.12M | 0.0% | +17.3% | 0.017% | |
| 5/5/2026 | Nwam LLC | 23,847 | $1.61M | 0.1% | -8.1% | 0.025% | |
| 5/4/2026 | NBZ Investment Advisors LLC | 73,278 | $4.95M | 2.2% | -0.7% | 0.077% | |
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| 5/4/2026 | Bleakley Financial Group LLC | 30,838 | $2.08M | 0.0% | +0.5% | 0.033% | |
| 5/4/2026 | HBW Advisory Services LLC | 4,788 | $324K | 0.0% | -54.4% | 0.005% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 4,385 | $296K | 0.0% | -18.2% | 0.005% | |
| 5/4/2026 | Abound Financial LLC | 27,259 | $1.84M | 0.8% | N/A | 0.029% | |
| 5/2/2026 | International Assets Investment Management LLC | 11,071 | $757K | 0.0% | -56.2% | 0.012% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 8,168 | $552K | 0.0% | +153.5% | 0.009% | |
| 5/1/2026 | Fifth Third Bancorp | 1,777 | $120K | 0.0% | +157.5% | 0.002% | |
| 5/1/2026 | Sovran Advisors LLC | 7,085 | $479K | 0.0% | -1.8% | 0.007% | |
| 5/1/2026 | Rossmore Private Capital | 6,040 | $408K | 0.0% | -11.0% | 0.006% | |
| 5/1/2026 | Relyea Zuckerberg Hanson LLC | 10,856 | $734K | 0.1% | -3.7% | 0.011% | |
| 5/1/2026 | Arbor Capital Management Inc. ADV | 51,013 | $3.65M | 3.0% | +8.0% | 0.054% | |
| 4/30/2026 | Whipplewood Advisors LLC | 41,676 | $2.82M | 1.5% | -0.9% | 0.044% | |
| 4/30/2026 | SkyOak Wealth LLC | 92,431 | $6.25M | 1.1% | +0.4% | 0.098% | |
| 4/30/2026 | Kestra Advisory Services LLC | 96,333 | $6.51M | 0.0% | +13.7% | 0.102% | |
| 4/30/2026 | Money Concepts Capital Corp | 26,175 | $1.77M | 0.1% | -1.2% | 0.028% | |
| 4/30/2026 | WPG Advisers LLC | 1,967 | $133K | 0.1% | -8.4% | 0.002% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 78,705 | $5.32M | 0.2% | -2.7% | 0.083% | |
| 4/29/2026 | Saxon Interests Inc. | 9,206 | $622K | 0.2% | +16.5% | 0.010% | |
| 4/29/2026 | KERR FINANCIAL PLANNING Corp | 34,782 | $2.35M | 3.0% | +17.2% | 0.037% | |
| 4/29/2026 | Integrated Advisors Network LLC | 3,145 | $213K | 0.0% | -92.4% | 0.003% | |
| 4/28/2026 | Whittier Trust Co. | 690 | $47K | 0.0% | +666.7% | 0.001% | |
| 4/28/2026 | Integral Investment Advisors Inc. | 21,887 | $1.48M | 0.4% | +0.7% | 0.023% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 13,265 | $897K | 0.1% | -3.6% | 0.014% | |
| 4/27/2026 | HB Wealth Management LLC | 6,971 | $471K | 0.0% | -21.8% | 0.007% | |
| 4/27/2026 | PFG Investments LLC | 27,793 | $1.88M | 0.1% | -3.2% | 0.029% | |
| 4/27/2026 | BIP Wealth LLC | 13,715 | $927K | 0.0% | -6.7% | 0.014% | |
| 4/27/2026 | World Investment Advisors | 4,671 | $316K | 0.0% | +43.0% | 0.005% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 64,159 | $4.34M | 0.1% | N/A | 0.068% | |
| 4/27/2026 | Sound Income Strategies LLC | 596 | $41K | 0.0% | -53.9% | 0.001% | |
| 4/25/2026 | NavPoint Financial Inc. | 19,629 | $1.33M | 0.5% | -2.1% | 0.021% | |
| 4/24/2026 | Horizon Wealth Management LLC | 7,595 | $513K | 0.1% | +5.9% | 0.008% | |
| 4/24/2026 | Prospect Financial Services LLC | 7,344 | $496K | 0.3% | +5.6% | 0.008% | |
| 4/23/2026 | Three Magnolias Financial Advisors LLC | 11,651 | $787K | 0.5% | -3.1% | 0.012% | |
| 4/23/2026 | Apollon Wealth Management LLC | 6,511 | $440K | 0.0% | -5.1% | 0.007% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 44,018 | $2.98M | 0.2% | +99.2% | 0.047% | |
| 4/22/2026 | Madison Park Capital Advisors LLC | 42,941 | $2.90M | 2.3% | -2.4% | 0.045% | |
| 4/22/2026 | Lam Group Inc. | 5,625 | $380K | 0.2% | N/A | 0.006% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 22,227 | $1.50M | 0.0% | -3.3% | 0.023% | |
| 4/22/2026 | Merkkuri Wealth Advisors LLC | 1,116 | $75K | 0.0% | N/A | 0.001% | |
| 4/21/2026 | Decker Retirement Planning Inc. | 384 | $26K | 0.0% | +38,300.0% | 0.000% | |
| 4/21/2026 | FSC Wealth Advisors LLC | 3,151 | $213K | 4.1% | -85.0% | 0.003% | |
| 4/21/2026 | Fiduciary Alliance LLC | 6,766 | $457K | 0.0% | -5.4% | 0.007% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 64,815 | $4.38M | 0.1% | -4.3% | 0.068% | |
| 4/20/2026 | Heritage Wealth Management Inc. | 5,162 | $349K | 0.2% | -4.1% | 0.005% | |
| 4/20/2026 | Blue Trust Inc. | 48,903 | $3.31M | 0.0% | -14.1% | 0.052% | |
| 4/20/2026 | RFG Advisory LLC | 6,665 | $450K | 0.0% | -6.6% | 0.007% | |
| 4/20/2026 | Apella Capital LLC | 28,435 | $1.92M | 0.0% | +0.6% | 0.030% | |
| 4/17/2026 | Krilogy Financial LLC | 4,128 | $279K | 0.0% | +7.2% | 0.004% | |
| 4/17/2026 | AdvisorNet Financial Inc | 4,825 | $326K | 0.0% | +5.5% | 0.005% | |
| 4/17/2026 | Brookstone Capital Management | 119,703 | $8.09M | 0.1% | +1.8% | 0.126% | |
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| 4/16/2026 | SG Americas Securities LLC | 36,702 | $2.48M | 0.0% | +44.7% | 0.039% | |
| 4/16/2026 | Fortem Financial Group LLC | 10,688 | $722K | 0.2% | -49.7% | 0.011% | |
| 3/23/2026 | J. Derek Lewis & Associates Inc. | 2,877 | $221K | 0.1% | N/A | 0.003% | |
| 3/20/2026 | Purpose Unlimited Inc. | 611 | $47K | 0.0% | N/A | 0.001% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 104,689 | $8.05M | 0.0% | +3.4% | 0.111% | |
| 3/16/2026 | Osbon Capital Management LLC | 16,765 | $1.29M | 1.2% | N/A | 0.018% | |
| 3/9/2026 | Corient Private Wealth LLC | 40,519 | $3.12M | 0.0% | -16.1% | 0.044% | |
| 3/5/2026 | Worthington Financial Partners LLC | 15,728 | $1.21M | 1.1% | N/A | 0.017% | |
| 3/3/2026 | NWF Advisory Services Inc. | 2,668 | $205K | 0.0% | +9.5% | 0.003% | |
| 2/26/2026 | TD Capital Management LLC | 391 | $30K | 0.0% | N/A | 0.000% | |