| 7/1/2026 | Roxbury Financial LLC | 5,808 | $526K | 0.4% | +86.1% | 0.005% | |
| 6/15/2026 | J. R. Prunier Capital Management LLC | 6,580 | $527K | 0.2% | -71.0% | 0.006% | |
| 5/19/2026 | Arkadios Wealth Advisors | 13,436 | $1.08M | 0.0% | +580.6% | 0.012% | |
| 5/18/2026 | Sunbelt Securities Inc. | 6,281 | $503K | 0.0% | +5.5% | 0.006% | |
| 5/15/2026 | Turim 21 Investimentos Ltda. | 6,100 | $488K | 0.1% | -86.8% | 0.005% | |
| 5/13/2026 | Dynamic Wealth Strategies LLC | 30,505 | $2.44M | 1.4% | +15.8% | 0.027% | |
| 5/12/2026 | Phillip James Consulting Co. | 750 | $60K | 0.0% | N/A | 0.001% | |
| 5/12/2026 | Clal Insurance Enterprises Holdings Ltd | 929,000 | $74.37M | 0.4% | -46.4% | 0.833% | |
| 5/8/2026 | Mathes Company Inc. | 4,525 | $362K | 0.1% | +4.6% | 0.004% | |
| 5/7/2026 | Hollencrest Capital Management | 371 | $30K | 0.0% | +50.2% | 0.000% | |
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| 5/7/2026 | Next Capital Management LLC | 9,611 | $769K | 0.2% | N/A | 0.009% | |
| 5/7/2026 | Valley Wealth Managers Inc. | 34,556 | $2.77M | 0.2% | +2.2% | 0.031% | |
| 5/6/2026 | PeakShares LLC | 5,000 | $400K | 0.4% | N/A | 0.004% | |
| 5/5/2026 | Bank of New York Mellon Corp | 16,920 | $1.35M | 0.0% | +52.7% | 0.015% | |
| 5/4/2026 | Citizens National Bank Trust Department | 9,028 | $723K | 0.1% | -11.5% | 0.008% | |
| 5/4/2026 | Team Financial Group LLC | 2,137 | $171K | 0.1% | N/A | 0.002% | |
| 5/2/2026 | Anchor Investment Management LLC | 794 | $64K | 0.0% | +152.1% | 0.001% | |
| 4/30/2026 | First Horizon Corp | 4,190 | $335K | 0.0% | +363.5% | 0.004% | |
| 4/28/2026 | Collaborative Fund Advisors LLC | 15,635 | $1.25M | 0.8% | N/A | 0.014% | |
| 4/28/2026 | Appleton Partners Inc. MA | 6,340 | $508K | 0.0% | N/A | 0.006% | |
| 4/28/2026 | Whittier Trust Co. | 320 | $26K | 0.0% | -96.3% | 0.000% | |
| 4/28/2026 | Bogart Wealth LLC | 61,571 | $4.93M | 0.2% | +15,487.6% | 0.055% | |
| 4/28/2026 | Ascentis Independent Advisors | 1,148 | $92K | 0.0% | N/A | 0.001% | |
| 4/24/2026 | Root Financial Partners LLC | 805 | $64K | 0.0% | -26.1% | 0.001% | |
| 4/24/2026 | Alexis Investment Partners LLC | 28,650 | $2.22M | 1.5% | N/A | 0.026% | |
| 4/23/2026 | Canoe Financial LP | 750 | $60K | 0.0% | N/A | 0.001% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 250,052 | $20.02M | 0.0% | +24.1% | 0.224% | |
| 4/20/2026 | Provenance Wealth Advisors LLC | 10,170 | $814K | 0.1% | -60.8% | 0.009% | |
| 4/18/2026 | Murphy & Mullick Capital Management Corp | 1,867 | $149K | 0.1% | +128.5% | 0.002% | |
| 4/17/2026 | Roxbury Financial LLC | 3,121 | $250K | 0.2% | N/A | 0.003% | |
| 4/16/2026 | SG Americas Securities LLC | 182,913 | $14.64M | 0.0% | +12,005.4% | 0.164% | |
| 3/2/2026 | Sankala Group LLC | 10,083 | $1.07M | 0.9% | N/A | 0.009% | |
| 2/20/2026 | Sunbelt Securities Inc. | 5,955 | $629K | 0.0% | -4.3% | 0.005% | |
| 2/19/2026 | Plotkin Financial Advisors LLC | 5,170 | $546K | 0.3% | -9.2% | 0.005% | |
| 2/18/2026 | NewEdge Advisors LLC | 66,678 | $7.05M | 0.0% | -30.9% | 0.060% | |
| 2/18/2026 | Toronto Dominion Bank | 9,293 | $982K | 0.0% | N/A | 0.008% | |
| 2/18/2026 | IHT Wealth Management LLC | 10,933 | $1.16M | 0.0% | -10.6% | 0.010% | |
| 2/18/2026 | Align Financial LLC | 102,942 | $10.29M | 0.0% | N/A | 0.092% | |
| 2/17/2026 | Advisory Services Network LLC | 20,185 | $2.13M | 0.0% | -83.3% | 0.018% | |
| 2/17/2026 | Russell Investments Group Ltd. | 1,918 | $203K | 0.0% | -15.8% | 0.002% | |
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| 2/17/2026 | Ibex Wealth Advisors | 12,556 | $1.33M | 0.1% | -3.6% | 0.011% | |
| 2/17/2026 | Captrust Financial Advisors | 92,052 | $9.73M | 0.0% | +0.3% | 0.083% | |
| 2/17/2026 | Carret Asset Management LLC | 4,505 | $476K | 0.0% | +5.5% | 0.004% | |
| 2/16/2026 | Resources Management Corp CT ADV | 275 | $29K | 0.0% | +120.0% | 0.000% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 8,308 | $878K | 0.0% | -47.5% | 0.007% | |
| 2/13/2026 | Clal Insurance Enterprises Holdings Ltd | 1,734,000 | $183.27M | 1.2% | -7.8% | 1.554% | |
| 2/12/2026 | IFC & Insurance Marketing Inc. | 400 | $42K | 0.0% | N/A | 0.000% | |
| 2/12/2026 | Colonial Trust Co SC | 1,680 | $178K | 0.0% | -28.7% | 0.002% | |
| 2/12/2026 | Mosley Wealth Management | 8,816 | $1.02M | 0.5% | N/A | 0.008% | |
| 2/12/2026 | Lyell Wealth Management LP | 12,721 | $1.34M | 0.1% | +23.0% | 0.011% | |
| 2/11/2026 | Wellspring Financial Advisors LLC | 1,615,512 | $170.74M | 2.4% | +0.3% | 1.448% | |
| 2/11/2026 | Fortune Financial Group Inc. | 3,876 | $438K | 0.4% | N/A | 0.003% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 201,439 | $21.29M | 0.0% | -20.4% | 0.181% | |
| 2/11/2026 | Eldridge Investment Advisors Inc. | 2,189 | $231K | 0.1% | -71.6% | 0.002% | |
| 2/11/2026 | JPMorgan Chase & Co. | 265,918 | $28.11M | 0.0% | -90.3% | 0.238% | |
| 2/11/2026 | Pinebridge Investments LLC | 3,368 | $356K | 0.0% | N/A | 0.003% | |
| 2/11/2026 | Parallel Advisors LLC | 7,374 | $779K | 0.0% | -4.9% | 0.007% | |
| 2/10/2026 | One Capital Management LLC | 7,534 | $796K | 0.0% | +3.8% | 0.007% | |
| 2/10/2026 | Main Management ETF Advisors LLC | 225,576 | $23.84M | 0.8% | -81.0% | 0.202% | |
| 2/9/2026 | Fisher Asset Management LLC | 686,000 | $72.50M | 0.0% | -8.6% | 0.615% | |
| 2/9/2026 | Mathes Company Inc. | 4,325 | $457K | 0.2% | +4.8% | 0.004% | |
| 2/6/2026 | GPS Wealth Strategies Group LLC | 1,982 | $209K | 0.2% | -86.3% | 0.002% | |
| 2/5/2026 | Western Wealth Management LLC | 6,765 | $715K | 0.0% | +13.4% | 0.006% | |
| 2/4/2026 | Cascades Capital Asset Management LLC | 7,315 | $773K | 0.3% | -9.5% | 0.007% | |
| 2/4/2026 | Valley Wealth Managers Inc. | 33,803 | $3.57M | 0.2% | +0.5% | 0.030% | |
| 2/4/2026 | Valeo Financial Advisors LLC | 7,650 | $809K | 0.0% | +11.7% | 0.007% | |
| 2/4/2026 | Dynamic Wealth Strategies LLC | 26,333 | $2.78M | 1.7% | +41.0% | 0.024% | |
| 2/3/2026 | Crestwood Advisors Group LLC | 168,034 | $17.76M | 0.3% | -0.9% | 0.151% | |
| 1/30/2026 | Verity Asset Management Inc. | 5,000 | $528K | 0.2% | N/A | 0.004% | |
| 1/30/2026 | Bogart Wealth LLC | 395 | $42K | 0.0% | +48.5% | 0.000% | |
| 1/30/2026 | Strategic Blueprint LLC | 29,830 | $3.15M | 0.2% | +5.1% | 0.027% | |
| 1/30/2026 | KTF Investments LLC | 2,000 | $211K | 0.0% | N/A | 0.002% | |
| 1/30/2026 | Citizens National Bank Trust Department | 10,196 | $1.08M | 0.2% | -2.1% | 0.009% | |
| 1/29/2026 | High Point Wealth Management LLC | 5,875 | $621K | 0.6% | N/A | 0.005% | |
| 1/29/2026 | NBC Securities Inc. | 1,750 | $185K | 0.0% | -51.1% | 0.002% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 2,233 | $236K | 0.0% | -60.5% | 0.002% | |
| 1/28/2026 | OVERSEA CHINESE BANKING Corp Ltd | 7,035 | $744K | 0.0% | -9.6% | 0.006% | |
| 1/27/2026 | WestEnd Advisors LLC | 6,649 | $703K | 0.0% | -50.9% | 0.006% | |
| 1/26/2026 | Whittier Trust Co. of Nevada Inc. | 5,236 | $549K | 0.0% | +1,109.2% | 0.005% | |
| 1/26/2026 | Whittier Trust Co. | 8,718 | $915K | 0.0% | +2,624.4% | 0.008% | |
| 1/26/2026 | Private Trust Co. NA | 4,834 | $511K | 0.0% | -2.5% | 0.004% | |
| 1/26/2026 | Provenance Wealth Advisors LLC | 25,915 | $2.74M | 0.3% | -4.6% | 0.023% | |
| 1/22/2026 | Venturi Wealth Management LLC | 22,831 | $2.41M | 0.1% | +12.2% | 0.020% | |
| 1/21/2026 | BIP Wealth LLC | 2,157 | $228K | 0.0% | N/A | 0.002% | |
| 1/21/2026 | DMC Group LLC | 1,980 | $209K | 0.1% | -33.3% | 0.002% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 1,385 | $146K | 0.0% | -91.5% | 0.001% | |
| 1/21/2026 | Sound Income Strategies LLC | 428 | $42K | 0.0% | +1,428.6% | 0.000% | |
| 1/20/2026 | Nvwm LLC | 11,689 | $1.24M | 0.3% | +2.2% | 0.010% | |
| 1/20/2026 | Harbor Capital Advisors Inc. | 38,582 | $4.08M | 0.3% | N/A | 0.035% | |
| 1/12/2026 | Silverleafe Capital Partners LLC | 77,593 | $8.20M | 2.4% | -3.9% | 0.070% | |
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| 1/9/2026 | Westwind Capital | 24,145 | $2.55M | 0.5% | +74.2% | 0.022% | |
| 1/9/2026 | SG Americas Securities LLC | 1,511 | $160K | 0.0% | N/A | 0.001% | |
| 1/8/2026 | Ulland Investment Advisors LLC | 10,900 | $1.15M | 0.9% | -5.1% | 0.010% | |
| 1/7/2026 | Aventura Private Wealth LLC | 562 | $59K | 0.0% | N/A | 0.001% | |
| 1/1/2026 | Tudor Investment Corp ET AL | 10,000 | $1.15M | 0.0% | -80.5% | 0.009% | |
| 12/9/2025 | Tudor Investment Corp ET AL | 10,000 | $1.15M | 0.0% | -80.5% | 0.009% | |
| 12/2/2025 | IFP Advisors Inc | 5,638 | $648K | 0.0% | +10.8% | 0.005% | |
| 11/19/2025 | Sunbelt Securities Inc. | 6,224 | $716K | 0.0% | +117.6% | 0.006% | |
| 11/19/2025 | Captrust Financial Advisors | 91,759 | $10.55M | 0.0% | +1.7% | 0.082% | |
| 11/17/2025 | NewEdge Advisors LLC | 96,484 | $11.10M | 0.1% | +8.1% | 0.086% | |