| 7/1/2026 | PVG Asset Management Corp | 1,652 | $220K | 0.1% | N/A | 0.002% | |
| 6/16/2026 | Empowered Funds LLC | 7,567 | $838K | 0.0% | -7.0% | 0.009% | |
| 6/4/2026 | Fischer Investment Strategies LLC | 62,239 | $6.90M | 4.0% | +9.0% | 0.078% | |
| 6/3/2026 | Parallel Advisors LLC | 6,487 | $719K | 0.0% | -2.8% | 0.008% | |
| 6/3/2026 | NewEdge Advisors LLC | 208,896 | $23.14M | 0.1% | +42.2% | 0.262% | |
| 6/1/2026 | Concorde Asset Management LLC | 40,421 | $4.48M | 2.2% | -6.4% | 0.051% | |
| 6/1/2026 | Keel Point LLC | 1,987 | $220K | 0.0% | N/A | 0.002% | |
| 5/28/2026 | Cozad Asset Management Inc. | 2,189 | $242K | 0.0% | +4.6% | 0.003% | |
| 5/19/2026 | Western Wealth Management LLC | 55,593 | $6.16M | 0.2% | +4.7% | 0.070% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 4,993 | $553K | 0.3% | N/A | 0.006% | |
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| 5/19/2026 | NewEdge Advisors LLC | 124,132 | $13.75M | 0.3% | -15.5% | 0.156% | |
| 5/19/2026 | Bank of America Corp DE | 9,675,697 | $1.07B | 0.1% | +11.6% | 12.140% | |
| 5/19/2026 | Centaurus Financial Inc. | 12,634 | $1.40M | 0.1% | +67.8% | 0.016% | |
| 5/19/2026 | Arkadios Wealth Advisors | 102,512 | $11.36M | 0.2% | +46.8% | 0.129% | |
| 5/18/2026 | Sunbelt Securities Inc. | 40,796 | $4.52M | 0.3% | -4.9% | 0.051% | |
| 5/18/2026 | Royal Bank of Canada | 1,430,725 | $158.50M | 0.0% | +19.7% | 1.795% | |
| 5/18/2026 | Empowered Funds LLC | 7,567 | $838K | 0.0% | -7.0% | 0.009% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 11,925 | $1.32M | 0.0% | -9.4% | 0.015% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 26,638 | $2.95M | 0.1% | +186.3% | 0.033% | |
| 5/15/2026 | Wealth Watch Advisors INC | 11,403 | $1.26M | 0.5% | -21.9% | 0.014% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 56,338 | $6.24M | 0.7% | -6.8% | 0.071% | |
| 5/15/2026 | Waverly Advisors LLC | 13,247 | $1.47M | 0.0% | +56.2% | 0.017% | |
| 5/14/2026 | Renaissance Technologies LLC | 12,200 | $1.35M | 0.0% | +2.5% | 0.015% | |
| 5/14/2026 | Hilltop Holdings Inc. | 4,035 | $447K | 0.0% | -6.4% | 0.005% | |
| 5/14/2026 | Compound Planning Inc. | 4,070 | $451K | 0.0% | +27.5% | 0.005% | |
| 5/13/2026 | Cetera Investment Advisers | 767,824 | $85.06M | 0.1% | +28.8% | 0.963% | |
| 5/13/2026 | Envision Financial Transparency LLC | 7,182 | $796K | 0.8% | N/A | 0.009% | |
| 5/13/2026 | Signature Equity Partners LLC | 10,953 | $1.21M | 0.7% | +32.6% | 0.014% | |
| 5/13/2026 | NewEdge Wealth LLC | 8,957 | $992K | 0.0% | -0.9% | 0.011% | |
| 5/13/2026 | First Trust Advisors LP | 2,901 | $321K | 0.0% | -25.2% | 0.004% | |
| 5/12/2026 | Insight Advisors LLC PA | 4,897 | $543K | 0.1% | N/A | 0.006% | |
| 5/8/2026 | Pacific Sun Financial Corp | 5,420 | $600K | 0.3% | +21.8% | 0.007% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 3,316 | $367K | 0.0% | +17.8% | 0.004% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 9,929 | $1.10M | 0.5% | -8.1% | 0.012% | |
| 5/7/2026 | Hanover Advisors Inc. | 14,218 | $1.58M | 0.6% | +8.7% | 0.018% | |
| 5/7/2026 | Parallel Advisors LLC | 6,487 | $719K | 0.0% | -2.8% | 0.008% | |
| 5/7/2026 | World Equity Group Inc. | 1,971 | $218K | 0.1% | -20.8% | 0.002% | |
| 5/7/2026 | Valley Wealth Managers Inc. | 94,851 | $10.51M | 0.7% | +117.0% | 0.119% | |
| 5/7/2026 | WealthTrust Asset Management LLC | 4,100 | $454K | 0.3% | +25.7% | 0.005% | |
| 5/6/2026 | Annis Gardner Whiting Capital Advisors LLC | 583 | $65K | 0.0% | -14.9% | 0.001% | |
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| 5/6/2026 | Simon Quick Advisors LLC | 2,357 | $261K | 0.0% | N/A | 0.003% | |
| 5/6/2026 | Assetmark Inc. | 43,150 | $4.78M | 0.0% | -4.3% | 0.054% | |
| 5/6/2026 | SteelPeak Wealth LLC | 2,207 | $245K | 0.0% | -49.9% | 0.003% | |
| 5/6/2026 | Independent Financial Group LLC | 56,369 | $6.25M | 0.2% | N/A | 0.071% | |
| 5/6/2026 | Gaddis Premier Wealth Advisors LLC | 49,347 | $5.47M | 4.0% | +1.2% | 0.062% | |
| 5/5/2026 | Lane Brothers & Co. Inc. | 26,794 | $2.97M | 2.2% | -14.3% | 0.034% | |
| 5/5/2026 | Rockport Wealth LLC | 92,308 | $10.22M | 1.9% | -5.2% | 0.116% | |
| 5/5/2026 | D.A. Davidson & CO. | 34,907 | $3.87M | 0.0% | +9.7% | 0.044% | |
| 5/5/2026 | Bank of New York Mellon Corp | 47,528 | $5.27M | 0.0% | -2.8% | 0.060% | |
| 5/5/2026 | Blackhawk Capital Partners LLC | 4,586 | $508K | 0.2% | N/A | 0.006% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 11,656 | $1.29M | 0.0% | +7.1% | 0.015% | |
| 5/5/2026 | Sanctuary Advisors LLC | 277,294 | $30.72M | 0.2% | +10.1% | 0.348% | |
| 5/5/2026 | Sigma Planning Corp | 57,276 | $6.35M | 0.2% | +19.0% | 0.072% | |
| 5/4/2026 | Bleakley Financial Group LLC | 10,541 | $1.17M | 0.0% | -14.3% | 0.013% | |
| 5/4/2026 | Archer Investment Corp | 1,100 | $122K | 0.0% | -35.3% | 0.001% | |
| 5/4/2026 | HBW Advisory Services LLC | 88,116 | $9.76M | 1.0% | +11.8% | 0.111% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 4,685 | $519K | 0.0% | +15.7% | 0.006% | |
| 5/4/2026 | Uptick Partners LLC | 4,249 | $471K | 0.1% | +25.3% | 0.005% | |
| 5/4/2026 | J. Safra Sarasin Holding AG | 2,131 | $236K | 0.0% | N/A | 0.003% | |
| 5/4/2026 | Procyon Advisors LLC | 2,652 | $294K | 0.0% | +6.2% | 0.003% | |
| 5/2/2026 | International Assets Investment Management LLC | 38,034 | $4.30M | 0.1% | +7.4% | 0.048% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 36,518 | $4.05M | 0.7% | +2.8% | 0.046% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 15,888 | $1.76M | 0.0% | N/A | 0.020% | |
| 5/1/2026 | Fifth Third Bancorp | 31,246 | $3.46M | 0.0% | N/A | 0.040% | |
| 5/1/2026 | Sovran Advisors LLC | 55,333 | $6.13M | 0.5% | +2.3% | 0.070% | |
| 5/1/2026 | Simplicity Wealth LLC | 5,083 | $563K | 0.0% | N/A | 0.006% | |
| 5/1/2026 | Petix & Botte Co | 2,598 | $288K | 0.1% | N/A | 0.003% | |
| 4/30/2026 | Torren Management LLC | 384 | $43K | 0.0% | N/A | 0.000% | |
| 4/30/2026 | Waterfront Wealth Inc. | 6,512 | $721K | 0.1% | +3.7% | 0.008% | |
| 4/30/2026 | Kestra Advisory Services LLC | 599,696 | $66.43M | 0.3% | -3.1% | 0.759% | |
| 4/30/2026 | WPG Advisers LLC | 66,230 | $7.34M | 5.4% | +13.3% | 0.084% | |
| 4/29/2026 | Southern Capital Services Inc. ADV | 70,737 | $7.84M | 5.0% | +7.3% | 0.089% | |
| 4/29/2026 | Richmond Investment Services LLC | 9,787 | $1.08M | 0.2% | +7.8% | 0.012% | |
| 4/29/2026 | Warner Group LLC | 25,376 | $2.81M | 1.8% | +34.9% | 0.032% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 38,900 | $4.31M | 0.1% | +2.0% | 0.049% | |
| 4/29/2026 | Meitav Investment House Ltd. | 64,450 | $7.14M | 0.1% | N/A | 0.082% | |
| 4/29/2026 | Investment Advisory Services Group LLC | 26,525 | $2.94M | 2.6% | +7.1% | 0.034% | |
| 4/28/2026 | Stephens Inc. AR | 49,050 | $5.43M | 0.1% | +29.5% | 0.062% | |
| 4/28/2026 | Steigerwald Gordon & Koch Inc. | 469 | $52K | 0.0% | +105.7% | 0.001% | |
| 4/28/2026 | Revisor Wealth Management LLC | 3,710 | $411K | 0.1% | +92.8% | 0.005% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 2,186 | $242K | 0.0% | +3.9% | 0.003% | |
| 4/28/2026 | QRG Capital Management Inc. | 5,849 | $648K | 0.0% | +150.2% | 0.007% | |
| 4/27/2026 | Altus Wealth Group LLC | 8,884 | $984K | 0.4% | +1.0% | 0.011% | |
| 4/27/2026 | World Investment Advisors | 17,961 | $1.99M | 0.0% | -1.6% | 0.023% | |
| 4/27/2026 | Private Advisor Group LLC | 251,084 | $27.82M | 0.1% | +16.5% | 0.319% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 6,138 | $680K | 0.0% | -22.7% | 0.008% | |
| 4/27/2026 | Sound Income Strategies LLC | 927 | $105K | 0.0% | +10.8% | 0.001% | |
| 4/24/2026 | Essex Financial Services Inc. | 22,928 | $2.54M | 0.1% | +3.6% | 0.029% | |
| 4/24/2026 | Stegent Equity Advisors Inc. | 24,364 | $2.70M | 2.3% | +4.5% | 0.031% | |
| 4/24/2026 | Barnes Pettey Financial Advisors LLC | 15,468 | $1.71M | 0.7% | +66.0% | 0.020% | |
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| 4/24/2026 | Tcfg Wealth Management LLC | 9,979 | $1.11M | 0.4% | -0.9% | 0.013% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 2,096 | $232K | 0.0% | N/A | 0.003% | |
| 4/23/2026 | Summit Investment Advisory Services LLC | 2,605 | $289K | 0.1% | +8.1% | 0.003% | |
| 4/23/2026 | Foundry Financial Group Inc. | 33,196 | $3.68M | 1.8% | N/A | 0.042% | |
| 4/23/2026 | Flagstar Advisors Inc. | 9,891 | $1.10M | 0.4% | +221.6% | 0.013% | |
| 4/23/2026 | Intrua Financial LLC | 16,929 | $1.88M | 0.2% | -5.8% | 0.022% | |
| 4/23/2026 | SageGuard Financial Group LLC | 26,076 | $2.89M | 0.4% | N/A | 0.033% | |
| 4/23/2026 | Next Level Private LLC | 222,741 | $24.68M | 5.6% | +10.1% | 0.284% | |
| 4/23/2026 | Continuum Advisory LLC | 9,419 | $1.04M | 0.1% | +32.5% | 0.012% | |
| 4/23/2026 | Pinnacle Bancorp Inc. | 309 | $34K | 0.0% | -29.5% | 0.000% | |