| 6/12/2026 | S&A Financial Services Inc. | 20,743 | $1.19M | 0.8% | N/A | 0.039% | |
| 6/3/2026 | Parallel Advisors LLC | 4,532 | $259K | 0.0% | +47.3% | 0.008% | |
| 6/3/2026 | NewEdge Advisors LLC | 19,883 | $1.14M | 0.0% | -8.9% | 0.037% | |
| 6/1/2026 | Concorde Asset Management LLC | 6,169 | $353K | 0.2% | -5.5% | 0.011% | |
| 5/29/2026 | Immaculate Wealth Management LLC | 12,568 | $719K | 5.7% | N/A | 0.023% | |
| 5/19/2026 | Western Wealth Management LLC | 50,371 | $2.88M | 0.1% | +84.6% | 0.094% | |
| 5/19/2026 | NewEdge Advisors LLC | 14,208 | $813K | 0.0% | -34.9% | 0.026% | |
| 5/19/2026 | Bank of America Corp DE | 9,743,945 | $557.35M | 0.0% | -3.5% | 18.111% | |
| 5/19/2026 | Centaurus Financial Inc. | 7,491 | $428K | 0.0% | -7.1% | 0.014% | |
| 5/19/2026 | Arkadios Wealth Advisors | 26,683 | $1.53M | 0.0% | +361.4% | 0.050% | |
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| 5/18/2026 | Sunbelt Securities Inc. | 27,461 | $1.57M | 0.1% | +22.6% | 0.051% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 1,736 | $99K | 0.0% | +34.6% | 0.003% | |
| 5/18/2026 | Royal Bank of Canada | 104,202 | $5.96M | 0.0% | -25.0% | 0.194% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 21,140 | $1.21M | 0.0% | +3.5% | 0.039% | |
| 5/16/2026 | Quantinno Capital Management LP | 4,790 | $274K | 0.0% | +17.3% | 0.009% | |
| 5/15/2026 | Vawter Financial Ltd. | 3,670 | $210K | 0.1% | N/A | 0.007% | |
| 5/14/2026 | Renaissance Technologies LLC | 4,200 | $240K | 0.0% | N/A | 0.008% | |
| 5/14/2026 | Hilltop Holdings Inc. | 6,001 | $343K | 0.0% | -28.3% | 0.011% | |
| 5/14/2026 | Compound Planning Inc. | 331,806 | $18.98M | 0.6% | -1.7% | 0.617% | |
| 5/14/2026 | Keebeck Wealth Management | 10,289 | $589K | 0.1% | -9.2% | 0.019% | |
| 5/13/2026 | Cetera Investment Advisers | 1,076,201 | $61.56M | 0.1% | +52.6% | 2.000% | |
| 5/13/2026 | Signature Equity Partners LLC | 688 | $39K | 0.0% | +74.6% | 0.001% | |
| 5/13/2026 | Alpha Financial Partners LLC | 21,811 | $1.25M | 0.7% | -40.8% | 0.041% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 391,663 | $22.40M | 0.0% | +5.6% | 0.728% | |
| 5/7/2026 | Parallel Advisors LLC | 4,532 | $259K | 0.0% | +47.3% | 0.008% | |
| 5/6/2026 | Simon Quick Advisors LLC | 31,359 | $1.79M | 0.1% | -3.3% | 0.058% | |
| 5/6/2026 | Assetmark Inc. | 1,549 | $89K | 0.0% | +29.3% | 0.003% | |
| 5/6/2026 | SteelPeak Wealth LLC | 8,844 | $506K | 0.0% | N/A | 0.016% | |
| 5/6/2026 | Independent Financial Group LLC | 9,505 | $544K | 0.0% | N/A | 0.018% | |
| 5/5/2026 | Lane Brothers & Co. Inc. | 68,326 | $3.91M | 2.8% | -3.4% | 0.127% | |
| 5/5/2026 | D.A. Davidson & CO. | 3,701 | $212K | 0.0% | N/A | 0.007% | |
| 5/5/2026 | Sanctuary Advisors LLC | 25,257 | $1.45M | 0.0% | -20.9% | 0.047% | |
| 5/5/2026 | Sigma Planning Corp | 7,553 | $432K | 0.0% | -20.5% | 0.014% | |
| 5/4/2026 | NWF Advisory Services Inc. | 15,462 | $884K | 0.1% | -4.2% | 0.029% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 13,735 | $818K | 0.0% | +20.8% | 0.026% | |
| 5/4/2026 | J. Safra Sarasin Holding AG | 3,846 | $216K | 0.0% | N/A | 0.007% | |
| 5/4/2026 | Hibernia Wealth Partners LLC | 30,438 | $1.74M | 0.5% | +156.7% | 0.057% | |
| 5/2/2026 | Diversify Wealth Management LLC | 26,274 | $1.59M | 0.0% | N/A | 0.049% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 10,114 | $579K | 0.1% | +17.4% | 0.019% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 36,477 | $2.09M | 0.0% | +361.6% | 0.068% | |
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| 5/1/2026 | Fifth Third Bancorp | 23,551 | $1.35M | 0.0% | +9,135.7% | 0.044% | |
| 5/1/2026 | Sovran Advisors LLC | 20,535 | $1.29M | 0.1% | +23.2% | 0.038% | |
| 5/1/2026 | TSA Wealth Managment LLC | 6,592 | $377K | 0.1% | -8.5% | 0.012% | |
| 4/30/2026 | Hsbc Holdings PLC | 758,522 | $43.39M | 0.0% | +0.6% | 1.410% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 8,686 | $514K | 0.1% | +41.7% | 0.016% | |
| 4/30/2026 | Kestra Advisory Services LLC | 70,302 | $4.02M | 0.0% | +31.0% | 0.131% | |
| 4/30/2026 | Money Concepts Capital Corp | 39,341 | $2.25M | 0.1% | -2.1% | 0.073% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 3,740 | $223K | 0.0% | N/A | 0.007% | |
| 4/29/2026 | Saxon Interests Inc. | 11,904 | $681K | 0.2% | N/A | 0.022% | |
| 4/29/2026 | Horst & Graben Wealth Management LLC | 6,080 | $373K | 0.1% | -3.0% | 0.011% | |
| 4/28/2026 | NBT Bank N A NY | 635 | $36K | 0.0% | +1,098.1% | 0.001% | |
| 4/28/2026 | Paller Financial Services Inc | 59,946 | $3.43M | 2.8% | -4.7% | 0.111% | |
| 4/28/2026 | Forte Asset Management LLC | 62,477 | $3.57M | 1.6% | +63.5% | 0.116% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 15,573 | $891K | 0.6% | +111.4% | 0.029% | |
| 4/27/2026 | Apeiron RIA LLC | 19,474 | $1.11M | 0.3% | N/A | 0.036% | |
| 4/27/2026 | Arrien Investments Inc. | 32,873 | $1.88M | 1.0% | -4.8% | 0.061% | |
| 4/27/2026 | Private Advisor Group LLC | 26,873 | $1.54M | 0.0% | -0.9% | 0.050% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 2,750 | $157K | 0.0% | -15.8% | 0.005% | |
| 4/25/2026 | KPP Advisory Services LLC | 12,583 | $720K | 0.1% | -19.9% | 0.023% | |
| 4/24/2026 | Root Financial Partners LLC | 2,687 | $154K | 0.0% | +74.7% | 0.005% | |
| 4/24/2026 | Midwest Capital Advisors LLC | 2,146 | $123K | 0.1% | -12.1% | 0.004% | |
| 4/24/2026 | EJMK Ventures LLC | 10,177 | $582K | 0.3% | -13.4% | 0.019% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 6,779 | $388K | 0.0% | +2.7% | 0.013% | |
| 4/23/2026 | North Star Investment Management Corp. | 708 | $40K | 0.0% | +70.6% | 0.001% | |
| 4/23/2026 | Riverbend Wealth Management LLC | 11,528 | $659K | 0.4% | +2.0% | 0.021% | |
| 4/22/2026 | TPG Advisors LLC | 9,918 | $567K | 0.4% | N/A | 0.018% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 42,826 | $2.45M | 0.0% | -9.9% | 0.080% | |
| 4/22/2026 | Harbor Asset Planning Inc. | 924 | $53K | 0.0% | +61.8% | 0.002% | |
| 4/22/2026 | Lewis Asset Management LLC | 12,389 | $709K | 0.3% | +225.0% | 0.023% | |
| 4/22/2026 | Merkkuri Wealth Advisors LLC | 446 | $26K | 0.0% | N/A | 0.001% | |
| 4/21/2026 | Laurel Oak Wealth Management LLC | 12,818 | $733K | 0.1% | -10.5% | 0.024% | |
| 4/21/2026 | Columbus Macro LLC | 6,472 | $370K | 0.0% | N/A | 0.012% | |
| 4/21/2026 | Urban Wealth Management LLC | 35,792 | $2.05M | 2.1% | -10.1% | 0.067% | |
| 4/21/2026 | Hoge Financial Services LLC | 65,877 | $3.77M | 2.0% | +22.7% | 0.122% | |
| 4/21/2026 | Fiduciary Alliance LLC | 7,038 | $416K | 0.0% | N/A | 0.013% | |
| 4/20/2026 | Ritholtz Wealth Management | 5,957 | $341K | 0.0% | N/A | 0.011% | |
| 4/20/2026 | Factor Wealth Management LTD | 11,889 | $680K | 0.1% | -15.0% | 0.022% | |
| 4/20/2026 | Provenance Wealth Advisors LLC | 2,141 | $122K | 0.0% | +469.4% | 0.004% | |
| 4/20/2026 | Banque Cantonale Vaudoise | 19,904 | $1.14M | 0.0% | N/A | 0.037% | |
| 4/20/2026 | Consilium Wealth Advisory LLC | 83,660 | $4.79M | 1.6% | +9.6% | 0.156% | |
| 4/17/2026 | Brookstone Capital Management | 3,921 | $224K | 0.0% | N/A | 0.007% | |
| 4/16/2026 | Balboa Wealth Partners | 12,150 | $695K | 0.1% | +22.2% | 0.023% | |
| 4/16/2026 | Kavar Capital Partners Group LLC | 4,230 | $242K | 0.0% | N/A | 0.008% | |
| 3/20/2026 | Hsbc Holdings PLC | 753,905 | $39.67M | 0.0% | +7.9% | 1.401% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 30,539 | $1.61M | 0.0% | +7.0% | 0.057% | |
| 3/13/2026 | Lane Brothers & Co. Inc. | 70,763 | $3.72M | 2.7% | N/A | 0.132% | |
| 3/9/2026 | Corient Private Wealth LLC | 23,549 | $1.24M | 0.0% | +28.2% | 0.044% | |
| 3/6/2026 | Hsbc Holdings PLC | 753,905 | $39.67M | 0.0% | +7.9% | 1.401% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 560 | $29K | 0.0% | N/A | 0.001% | |
| 3/5/2026 | Bayban | 506 | $27K | 0.0% | N/A | 0.001% | |
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| 3/3/2026 | EJMK Ventures LLC | 11,750 | $618K | 0.4% | N/A | 0.022% | |
| 3/3/2026 | NWF Advisory Services Inc. | 16,145 | $850K | 0.1% | -11.9% | 0.030% | |
| 2/23/2026 | Forthright Family Wealth Advisory LLC | 50,111 | $2.64M | 1.7% | +5.2% | 0.093% | |
| 2/20/2026 | Sunbelt Securities Inc. | 22,402 | $1.18M | 0.1% | -7.1% | 0.042% | |
| 2/19/2026 | Compound Planning Inc. | 337,560 | $17.76M | 0.5% | +9.6% | 0.627% | |
| 2/19/2026 | Corient Private Wealth LLC | 23,549 | $1.24M | 0.0% | +28.2% | 0.044% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 64,669 | $3.40M | 0.0% | +7.2% | 0.120% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 4,424 | $233K | 0.0% | N/A | 0.008% | |
| 2/18/2026 | VestGen Advisors LLC | 10,441 | $549K | 0.0% | -35.7% | 0.019% | |
| 2/18/2026 | Maia Wealth LLC | 16,274 | $856K | 0.1% | -6.2% | 0.030% | |