| 7/10/2026 | JFS Wealth Advisors LLC | 15,205 | $736K | 0.0% | -1.6% | 0.001% | |
| 7/10/2026 | Fiduciary Financial Group LLC | 13,384 | $648K | 0.1% | +6.3% | 0.001% | |
| 7/10/2026 | Lam Group Inc. | 8,510 | $412K | 0.2% | -2.6% | 0.000% | |
| 7/10/2026 | Stonekeep Investments LLC | 28,072 | $1.36M | 0.8% | +4.7% | 0.002% | |
| 7/10/2026 | Ocean Park Asset Management LLC | 99,294 | $4.81M | 0.2% | +1,345.5% | 0.006% | |
| 7/10/2026 | City Holding Co. | 7,600 | $368K | 0.0% | -3.2% | 0.000% | |
| 7/10/2026 | FC Advisory LLC | 214,606 | $10.39M | 2.8% | +1.7% | 0.013% | |
| 7/10/2026 | ShankerValleau Wealth Advisors Inc. | 356,458 | $17.26M | 4.5% | +5.6% | 0.021% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 11,563 | $560K | 0.0% | -21.5% | 0.001% | |
| 7/9/2026 | Charis Legacy Partners LLC | 52,319 | $2.53M | 3.1% | +28.2% | 0.003% | |
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| 7/9/2026 | Veery Capital LLC | 104,860 | $5.08M | 1.4% | +4.0% | 0.006% | |
| 7/9/2026 | Baron Financial Group LLC | 116,890 | $5.66M | 2.7% | +4.4% | 0.007% | |
| 7/9/2026 | DiPaolo Financial Group Inc. | 278,303 | $13.48M | 8.8% | +3.9% | 0.016% | |
| 7/9/2026 | Sapient Capital LLC | 18,734 | $907K | 0.0% | N/A | 0.001% | |
| 7/9/2026 | World Equity Group Inc. | 13,640 | $661K | 0.1% | -9.6% | 0.001% | |
| 7/9/2026 | Focus Financial Network Inc. | 8,442 | $409K | 0.0% | -79.3% | 0.000% | |
| 7/9/2026 | Wealthcare Capital Management LLC | 266,204 | $12.89M | 1.2% | +33.2% | 0.016% | |
| 7/9/2026 | Pettinga Financial Advisors LLC | 117,822 | $5.71M | 0.9% | +102.9% | 0.007% | |
| 7/9/2026 | Aletheian Wealth Advisors LLC | 206,915 | $10.02M | 4.3% | +0.8% | 0.012% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 256,513 | $12.33M | 0.5% | +1,977.9% | 0.015% | |
| 7/9/2026 | Ehrlich Financial Group | 58,632 | $2.84M | 1.5% | +4.1% | 0.003% | |
| 7/9/2026 | Hennion & Walsh Asset Management Inc. | 7,392 | $358K | 0.0% | -10.3% | 0.000% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 4,536 | $220K | 0.0% | -29.9% | 0.000% | |
| 7/8/2026 | Rockland Trust Co. | 14,675 | $711K | 0.0% | +2.8% | 0.001% | |
| 7/8/2026 | First Heartland Consultants Inc. | 190,113 | $9.21M | 0.6% | +2.3% | 0.011% | |
| 7/8/2026 | Teamwork Financial Advisors LLC | 5,161 | $250K | 0.0% | N/A | 0.000% | |
| 7/8/2026 | Ryan Investment Management Inc. | 46,595 | $2.26M | 1.0% | +11.5% | 0.003% | |
| 7/8/2026 | Factor Wealth Management LTD | 321,391 | $15.57M | 2.4% | +51.6% | 0.019% | |
| 7/8/2026 | Elmwood Wealth Management Inc. | 86,055 | $4.17M | 1.0% | +4.4% | 0.005% | |
| 7/8/2026 | Elevation Wealth Partners LLC | 66,881 | $3.24M | 1.0% | +9.7% | 0.004% | |
| 7/8/2026 | Mallini Complete Financial Planning LLC | 9,378 | $454K | 0.3% | +12.9% | 0.001% | |
| 7/8/2026 | Apella Capital LLC | 945,365 | $45.40M | 0.6% | -3.0% | 0.056% | |
| 7/8/2026 | Clark Asset Management LLC | 981,214 | $47.52M | 3.7% | +11.7% | 0.058% | |
| 7/8/2026 | Evanson Financial LLC | 6,429 | $311K | 0.0% | N/A | 0.000% | |
| 7/8/2026 | Eclectic Associates Inc. ADV | 1,080,386 | $52.32M | 6.0% | +2.2% | 0.064% | |
| 7/8/2026 | Shayne & Jacobs LLC | 12,910 | $625K | 0.2% | -2.1% | 0.001% | |
| 7/8/2026 | Archer Investment Management LLC | 82,782 | $4.01M | 1.4% | +48.2% | 0.005% | |
| 7/7/2026 | Mechanics Bank Trust Department | 8,337 | $404K | 0.0% | N/A | 0.000% | |
| 7/7/2026 | Trinity Wealth Management LLC | 58,771 | $2.85M | 0.9% | +111.7% | 0.003% | |
| 7/7/2026 | Balefire LLC | 15,659 | $758K | 0.1% | +12.4% | 0.001% | |
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| 7/7/2026 | Dynamic Advisor Solutions LLC | 37,040 | $1.79M | 0.1% | +7.0% | 0.002% | |
| 7/7/2026 | McNaughton Wealth Management LLC | 85,456 | $4.14M | 1.5% | +2.4% | 0.005% | |
| 7/7/2026 | GAMMA Investing LLC | 689 | $33K | 0.0% | +129.7% | 0.000% | |
| 7/7/2026 | Avior Wealth Management LLC | 534,207 | $25.87M | 0.7% | +2.2% | 0.031% | |
| 7/7/2026 | Harbor Investment Advisory LLC | 812 | $39K | 0.0% | +132.0% | 0.000% | |
| 7/7/2026 | Canandaigua National Bank & Trust Co. | 35,806 | $1.73M | 0.1% | N/A | 0.002% | |
| 7/7/2026 | Brighton Securities CORP. | 123,300 | $5.97M | 2.6% | +1.7% | 0.007% | |
| 7/7/2026 | Somnio Financial Group LLC | 193,561 | $9.37M | 5.6% | +5.9% | 0.011% | |
| 7/7/2026 | CGN Advisors LLC | 127,011 | $6.15M | 0.4% | +2.2% | 0.007% | |
| 7/7/2026 | Pacific Excel Wealth Advisors Inc. | 110,573 | $5.36M | 2.1% | +1,799.2% | 0.007% | |
| 7/7/2026 | Boston Standard Wealth Management LLC | 6,288 | $304K | 0.0% | -19.1% | 0.000% | |
| 7/7/2026 | City Center Advisors LLC | 13,960 | $676K | 0.5% | +13.7% | 0.001% | |
| 7/6/2026 | Hobart Private Capital LLC | 80,586 | $3.90M | 0.7% | N/A | 0.005% | |
| 7/2/2026 | Gladwyn Financial Advisors Inc. | 53,961 | $2.61M | 1.6% | +7.4% | 0.003% | |
| 7/2/2026 | Frisco Financial Planning LLC | 114,178 | $5.53M | 4.2% | +2.6% | 0.007% | |
| 7/2/2026 | Diesslin Group Inc. | 10,737 | $520K | 0.2% | +13.8% | 0.001% | |
| 7/2/2026 | Atmos Advisory LLC | 318,013 | $15.40M | 8.0% | +1.0% | 0.019% | |
| 7/2/2026 | CX Institutional | 1,159,375 | $56.15M | 1.6% | -16.4% | 0.072% | |
| 6/24/2026 | Redwood Investment Management LLC | 13,536 | $650K | 0.1% | -4.3% | 0.001% | |
| 6/23/2026 | Ballast Advisors LLC | 16,855 | $810K | 0.2% | +1.4% | 0.001% | |
| 6/22/2026 | Vilga Financial Planning LLC | 20,086 | $965K | 0.9% | +25.5% | 0.001% | |
| 6/18/2026 | Western Wealth Management LLC | 3,178 | $153K | 0.0% | N/A | 0.000% | |
| 6/9/2026 | Robinswood Financial LLC | 63,335 | $3.04M | 3.8% | N/A | 0.004% | |
| 6/3/2026 | Parallel Advisors LLC | 31,537 | $1.52M | 0.0% | -2.6% | 0.002% | |
| 6/3/2026 | NewEdge Advisors LLC | 761,779 | $36.60M | 0.1% | -4.4% | 0.047% | |
| 6/1/2026 | Concorde Asset Management LLC | 5,755 | $277K | 0.1% | -9.8% | 0.000% | |
| 5/29/2026 | Ramiah Investment Group | 11,207 | $538K | 0.5% | -2.5% | 0.001% | |
| 5/28/2026 | Maripau Wealth Management LLC | 17,790 | $855K | 0.4% | +1.6% | 0.001% | |
| 5/27/2026 | Tenret Co LLC | 285,942 | $13.74M | 6.6% | +16.1% | 0.018% | |
| 5/27/2026 | Allen Capital Group LLC | 4,839 | $233K | 0.0% | N/A | 0.000% | |
| 5/27/2026 | Security Financial Services INC. | 216,624 | $10.41M | 1.6% | +31.9% | 0.013% | |
| 5/22/2026 | Verus Capital Partners LLC | 4,688 | $225K | 0.0% | -40.3% | 0.000% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 18,316 | $880K | 0.1% | +3.9% | 0.001% | |
| 5/20/2026 | TrueWealth Financial Partners | 17,378 | $835K | 0.3% | N/A | 0.001% | |
| 5/19/2026 | Western Wealth Management LLC | 3,178 | $153K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | McIlrath & Eck LLC | 78,924 | $3.79M | 0.3% | +64.8% | 0.005% | |
| 5/19/2026 | NewEdge Advisors LLC | 663,834 | $31.90M | 0.6% | -16.7% | 0.041% | |
| 5/19/2026 | Bank of America Corp DE | 125,012,416 | $6.01B | 0.4% | -11.6% | 7.729% | |
| 5/19/2026 | Strait & Sound Wealth Management LLC | 5,988 | $288K | 0.1% | N/A | 0.000% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 31,558 | $1.52M | 0.7% | -2.9% | 0.002% | |
| 5/19/2026 | Janus Henderson Group PLC | 80,175 | $3.85M | 0.0% | -25.2% | 0.005% | |
| 5/19/2026 | Centaurus Financial Inc. | 11,795 | $567K | 0.0% | +3.0% | 0.001% | |
| 5/19/2026 | Strategic Investment Advisors MI | 262,005 | $12.58M | 0.9% | +38.8% | 0.016% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 30,760 | $1.48M | 0.2% | +2.8% | 0.002% | |
| 5/19/2026 | Arkadios Wealth Advisors | 47,347 | $2.28M | 0.0% | +162.1% | 0.003% | |
| 5/19/2026 | Claris Financial LLC | 4,750 | $228K | 0.1% | -4.4% | 0.000% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 18,316 | $880K | 0.1% | +3.9% | 0.001% | |
| 5/18/2026 | Gould Capital LLC | 173,091 | $8.32M | 5.0% | +11.8% | 0.011% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 760,455 | $36.54M | 1.1% | +93.8% | 0.047% | |
| 5/18/2026 | Talon Private Wealth LLC | 8,672 | $417K | 0.1% | N/A | 0.001% | |
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| 5/18/2026 | Royal Bank of Canada | 9,677,209 | $464.99M | 0.1% | +10.3% | 0.598% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 9,819 | $472K | 0.0% | -32.2% | 0.001% | |
| 5/16/2026 | Excelsior Advisor Network LLC | 27,246 | $1.31M | 0.5% | +56.7% | 0.002% | |
| 5/16/2026 | Quantinno Capital Management LP | 5,644 | $271K | 0.0% | N/A | 0.000% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 181,730 | $8.73M | 0.3% | +497.5% | 0.011% | |
| 5/15/2026 | Vawter Financial Ltd. | 284,761 | $13.68M | 5.8% | +6.3% | 0.018% | |
| 5/15/2026 | Waverly Advisors LLC | 31,188 | $1.50M | 0.0% | +110.5% | 0.002% | |
| 5/15/2026 | Wealth Alliance LLC | 67,066 | $3.22M | 0.3% | +44.2% | 0.004% | |
| 5/14/2026 | Renaissance Technologies LLC | 57,322 | $2.75M | 0.0% | N/A | 0.004% | |
| 5/14/2026 | Morningstar Investment Management LLC | 793,418 | $38.12M | 2.4% | +38.6% | 0.049% | |