| 7/9/2026 | Financial Management Professionals Inc. | 58,105 | $2.46M | 0.2% | +1.2% | 0.315% | |
| 7/7/2026 | Avior Wealth Management LLC | 48,192 | $2.04M | 0.1% | +161.0% | 0.261% | |
| 7/7/2026 | CoreCap Advisors LLC | 145,979 | $6.18M | 0.2% | +179.1% | 0.791% | |
| 7/2/2026 | CX Institutional | 2,694 | $114K | 0.0% | -80.9% | 0.015% | |
| 5/19/2026 | Western Wealth Management LLC | 856 | $34K | 0.0% | N/A | 0.005% | |
| 5/19/2026 | Bank of America Corp DE | 1,786,452 | $70.24M | 0.0% | +25.5% | 9.683% | |
| 5/19/2026 | Arkadios Wealth Advisors | 7,300 | $287K | 0.0% | N/A | 0.040% | |
| 5/18/2026 | Sunbelt Securities Inc. | 10,914 | $429K | 0.0% | +1,951.5% | 0.059% | |
| 5/18/2026 | Royal Bank of Canada | 262,771 | $10.33M | 0.0% | -12.7% | 1.424% | |
| 5/18/2026 | Empowered Funds LLC | 74,507 | $2.93M | 0.0% | +19.3% | 0.404% | |
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| 5/16/2026 | Quantinno Capital Management LP | 8,235 | $324K | 0.0% | N/A | 0.045% | |
| 5/14/2026 | MWA Asset Management | 2,050 | $81K | 0.0% | N/A | 0.011% | |
| 5/13/2026 | Cetera Investment Advisers | 53,358 | $2.10M | 0.0% | -28.1% | 0.289% | |
| 5/8/2026 | MWA Asset Management | 2,050 | $81K | 0.0% | N/A | 0.011% | |
| 5/6/2026 | Kesler Norman & Wride LLC | 28,057 | $1.10M | 0.2% | -20.6% | 0.152% | |
| 5/6/2026 | Advisortrust Partners LLC | 313,377 | $12.32M | 5.1% | N/A | 1.699% | |
| 5/6/2026 | Independent Financial Group LLC | 10,632 | $418K | 0.0% | N/A | 0.058% | |
| 5/5/2026 | Three Seasons Wealth LLC | 127,642 | $5.02M | 1.9% | -56.4% | 0.692% | |
| 5/5/2026 | IMC Chicago LLC | 22,137 | $870K | 0.0% | N/A | 0.120% | |
| 5/5/2026 | Harmony Asset Management LLC | 24,442 | $961K | 0.3% | -10.9% | 0.132% | |
| 5/5/2026 | Sanctuary Advisors LLC | 55,831 | $2.20M | 0.0% | -9.2% | 0.303% | |
| 5/4/2026 | Retirement Planning Group LLC | 22,849 | $898K | 0.0% | +8.1% | 0.124% | |
| 5/1/2026 | Fifth Third Bancorp | 15,960 | $628K | 0.0% | N/A | 0.087% | |
| 5/1/2026 | WealthCare Asset Management LLC | 244,862 | $9.63M | 10.2% | +1.1% | 1.327% | |
| 4/28/2026 | Astoria Portfolio Advisors LLC. | 15,142 | $627K | 0.1% | -29.7% | 0.082% | |
| 4/27/2026 | Private Advisor Group LLC | 14,573 | $573K | 0.0% | -32.4% | 0.079% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 7,158 | $281K | 0.0% | -22.3% | 0.039% | |
| 4/24/2026 | Global Trust Asset Management LLC | 2,470 | $97K | 0.0% | N/A | 0.013% | |
| 4/23/2026 | Apollon Wealth Management LLC | 10,798 | $425K | 0.0% | -33.5% | 0.059% | |
| 4/16/2026 | Lee Johnson Capital Management LLC | 41,968 | $1.65M | 0.6% | N/A | 0.227% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 23,774 | $806K | 0.0% | -1.8% | 0.129% | |
| 3/9/2026 | Corient Private Wealth LLC | 35,531 | $1.21M | 0.0% | +96.3% | 0.193% | |
| 3/4/2026 | SHP Wealth Management | 20,299 | $688K | 0.1% | N/A | 0.110% | |
| 3/2/2026 | Reflection Asset Management | 1,872 | $64K | 0.0% | N/A | 0.010% | |
| 2/24/2026 | Astoria Portfolio Advisors LLC. | 21,545 | $730K | 0.2% | +11.4% | 0.117% | |
| 2/19/2026 | Corient Private Wealth LLC | 35,531 | $1.21M | 0.0% | +96.3% | 0.193% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 12,179 | $413K | 0.0% | N/A | 0.066% | |
| 2/18/2026 | Empowered Funds LLC | 62,450 | $2.12M | 0.0% | N/A | 0.338% | |
| 2/18/2026 | KKM Financial LLC | 26,171 | $887K | 0.2% | +4.0% | 0.142% | |
| 2/18/2026 | VestGen Advisors LLC | 93,381 | $3.17M | 0.1% | +387.8% | 0.506% | |
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| 2/17/2026 | Integrated Advisors Network LLC | 69,072 | $2.34M | 0.1% | -2.0% | 0.374% | |
| 2/17/2026 | Cetera Investment Advisers | 74,191 | $2.52M | 0.0% | -22.7% | 0.402% | |
| 2/17/2026 | Camarda Financial Advisors LLC | 418,208 | $14.18M | 5.4% | -2.4% | 2.267% | |
| 2/17/2026 | Equitable Holdings Inc. | 69,576 | $2.36M | 0.0% | +3.0% | 0.377% | |
| 2/17/2026 | Kovack Advisors Inc. | 13,204 | $448K | 0.0% | N/A | 0.072% | |
| 2/17/2026 | Sherman Porfolios LLC | 553,761 | $18.77M | 1.3% | -32.3% | 3.001% | |
| 2/17/2026 | Osaic Holdings Inc. | 165,620 | $5.61M | 0.0% | -1.1% | 0.898% | |
| 2/17/2026 | Advisory Services Network LLC | 141,791 | $4.81M | 0.1% | +3.3% | 0.769% | |
| 2/17/2026 | WealthCare Asset Management LLC | 242,130 | $7.87M | 5.2% | N/A | 1.312% | |
| 2/17/2026 | Blair William & Co. IL | 8,730 | $296K | 0.0% | +9.0% | 0.047% | |
| 2/17/2026 | Royal Bank of Canada | 300,918 | $10.20M | 0.0% | +70.4% | 1.631% | |
| 2/16/2026 | Mariner LLC | 37,546 | $1.27M | 0.0% | -13.7% | 0.204% | |
| 2/16/2026 | Healthcare of Ontario Pension Plan Trust Fund | 163,500 | $5.54M | 0.0% | N/A | 0.886% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,187 | $108K | 0.0% | N/A | 0.017% | |
| 2/13/2026 | Stifel Financial Corp | 32,577 | $1.10M | 0.0% | -1.6% | 0.177% | |
| 2/13/2026 | Morgan Stanley | 2,010,223 | $68.15M | 0.0% | -3.7% | 10.896% | |
| 2/13/2026 | Focused Alpha LLC | 8,298 | $281K | 0.1% | N/A | 0.045% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 19,708 | $668K | 0.0% | -25.4% | 0.107% | |
| 2/13/2026 | Wells Fargo & Company MN | 217,383 | $7.37M | 0.0% | +5.0% | 1.178% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 313,495 | $10.63M | 0.1% | -5.2% | 1.699% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 46,603 | $1.58M | 0.0% | +0.9% | 0.253% | |
| 2/12/2026 | Wagner Wealth Management Corp | 47,474 | $1.61M | 1.6% | N/A | 0.257% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 17,589 | $596K | 0.0% | +52.0% | 0.095% | |
| 2/12/2026 | Bank of Montreal Can | 58,085 | $1.97M | 0.0% | +55.4% | 0.315% | |
| 2/12/2026 | Kovack Advisors Inc. | 13,204 | $448K | 0.0% | N/A | 0.072% | |
| 2/11/2026 | Empowered Funds LLC | 62,450 | $2.12M | 0.0% | N/A | 0.338% | |
| 2/11/2026 | LPL Financial LLC | 607,814 | $20.61M | 0.0% | +2.3% | 3.294% | |
| 2/11/2026 | Lifestyle Asset Management Inc. | 103,417 | $3.51M | 1.1% | +37.2% | 0.561% | |
| 2/10/2026 | Lido Advisors LLC | 12,728 | $431K | 0.0% | N/A | 0.069% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 454,325 | $15.40M | 0.0% | +71.2% | 2.462% | |
| 2/10/2026 | Kesler Norman & Wride LLC | 35,335 | $1.20M | 0.2% | N/A | 0.192% | |
| 2/10/2026 | BNP Paribas Financial Markets | 645,806 | $21.89M | 0.0% | -24.1% | 3.500% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 9,939 | $337K | 0.0% | -42.1% | 0.054% | |
| 2/10/2026 | Baker Avenue Asset Management LP | 136,737 | $4.64M | 0.1% | +1.1% | 0.741% | |
| 2/6/2026 | Harmony Asset Management LLC | 27,419 | $930K | 0.3% | N/A | 0.149% | |
| 2/6/2026 | Pinkerton Wealth LLC | 1,253,654 | $42.50M | 4.3% | +4.5% | 6.795% | |
| 2/6/2026 | RPS Advisory Solutions LLC | 263,764 | $8.94M | 4.2% | +7.7% | 1.430% | |
| 2/6/2026 | HighTower Advisors LLC | 39,612 | $1.34M | 0.0% | +1.1% | 0.215% | |
| 2/5/2026 | AlphaCore Capital LLC | 6,457 | $219K | 0.0% | +8.4% | 0.035% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 71,676 | $2.43M | 0.0% | +317.5% | 0.388% | |
| 2/5/2026 | Williams & Novak LLC | 9,365 | $317K | 0.2% | -13.8% | 0.051% | |
| 2/5/2026 | Allworth Financial LP | 1,498 | $51K | 0.0% | +4,732.3% | 0.008% | |
| 2/3/2026 | Buck Wealth Strategies LLC | 27,319 | $926K | 0.1% | -22.5% | 0.148% | |
| 2/3/2026 | Koshinski Asset Management Inc. | 26,577 | $901K | 0.1% | +2.3% | 0.144% | |
| 2/3/2026 | Retirement Planning Group LLC | 21,143 | $717K | 0.0% | +11.6% | 0.115% | |
| 2/3/2026 | Alpha Cubed Investments LLC | 26,797 | $908K | 0.0% | +107.2% | 0.145% | |
| 2/2/2026 | Truist Financial Corp | 83,986 | $2.85M | 0.0% | +1.6% | 0.455% | |
| 2/2/2026 | Advanced Asset Management Advisors Inc | 6,605 | $224K | 0.1% | +4.5% | 0.036% | |
| 1/29/2026 | Comerica Bank | 6,076 | $206K | 0.0% | -15.8% | 0.033% | |
| 1/29/2026 | Concord Wealth Partners | 1,015 | $34K | 0.0% | N/A | 0.006% | |
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| 1/29/2026 | ST Germain D J Co. Inc. | 43,926 | $1.49M | 0.1% | +225.5% | 0.238% | |
| 1/29/2026 | UBS Group AG | 224,982 | $7.63M | 0.0% | +54.3% | 1.219% | |
| 1/29/2026 | Sanctuary Advisors LLC | 61,491 | $2.09M | 0.0% | +19.2% | 0.333% | |
| 1/27/2026 | TD Waterhouse Canada Inc. | 76,994 | $2.61M | 0.0% | N/A | 0.417% | |
| 1/26/2026 | AE Wealth Management LLC | 193,132 | $6.55M | 0.0% | -2.6% | 1.047% | |
| 1/26/2026 | Mirae Asset Global Investments Co. Ltd. | 4,800 | $163K | 0.0% | +52.4% | 0.026% | |
| 1/26/2026 | CWM LLC | 2,658 | $90K | 0.0% | +28.2% | 0.014% | |
| 1/26/2026 | Brendel Financial Advisors LLC | 28,441 | $964K | 0.5% | -6.6% | 0.154% | |
| 1/23/2026 | Freestone Capital Holdings LLC | 6,190 | $210K | 0.0% | -60.0% | 0.034% | |
| 1/23/2026 | Summit Financial Consulting LLC | 228,255 | $7.74M | 5.6% | +8.3% | 1.237% | |