| 5/5/2026 | Bank of New York Mellon Corp | 108,820 | $9.43M | 0.0% | -19.7% | 0.018% | |
| 5/5/2026 | Ethos Financial Group LLC | 56,405 | $4.89M | 0.4% | +0.5% | 0.009% | |
| 5/5/2026 | Broadview Financial Management LLC | 11,680 | $1.01M | 0.7% | -2.7% | 0.002% | |
| 5/4/2026 | Tradewinds LLC. | 4,575 | $426K | 0.2% | N/A | 0.001% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 79,884 | $6.92M | 0.1% | +80.1% | 0.013% | |
| 5/1/2026 | DMC Group LLC | 7,121 | $617K | 0.4% | -9.9% | 0.001% | |
| 4/30/2026 | Equitable Trust Co. | 548,756 | $47.54M | 2.2% | -0.8% | 0.091% | |
| 4/30/2026 | Isthmus Partners LLC | 26,263 | $2.28M | 0.2% | N/A | 0.004% | |
| 4/28/2026 | Indiana Trust & Investment Management Co | 705 | $61K | 0.0% | +48.4% | 0.000% | |
| 4/28/2026 | NBT Bank N A NY | 80,038 | $6.93M | 0.5% | +5,763.6% | 0.013% | |
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| 4/24/2026 | Root Financial Partners LLC | 823 | $71K | 0.0% | +1,369.6% | 0.000% | |
| 4/24/2026 | Financial Life Planners | 578 | $50K | 0.0% | N/A | 0.000% | |
| 4/23/2026 | Vicus Capital | 23,363 | $2.02M | 0.1% | +9.5% | 0.004% | |
| 4/22/2026 | Princeton Global Asset Management LLC | 1,734 | $150K | 0.0% | +26.8% | 0.000% | |
| 4/22/2026 | Madison Park Capital Advisors LLC | 7,065 | $612K | 0.5% | -4.0% | 0.001% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 1,502,702 | $130.19M | 0.3% | -5.0% | 0.249% | |
| 4/22/2026 | Venturi Wealth Management LLC | 12,359 | $1.07M | 0.0% | +40.6% | 0.002% | |
| 4/21/2026 | Pinnacle Wealth Management Advisory Group LLC | 35,560 | $3.08M | 0.2% | +1.1% | 0.006% | |
| 4/21/2026 | Davidson Trust Co. | 61,732 | $5.35M | 2.3% | +6.1% | 0.010% | |
| 4/17/2026 | AdvisorNet Financial Inc | 47,276 | $4.10M | 0.2% | +6.5% | 0.008% | |
| 4/17/2026 | Roble Belko & Company Inc | 39,711 | $3.44M | 0.4% | -4.9% | 0.007% | |
| 4/16/2026 | Forbes J M & Co. LLP | 125,474 | $10.87M | 0.9% | +2.1% | 0.021% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 5,900 | $511K | 0.0% | +9.3% | 0.001% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 305 | $26K | 0.0% | N/A | 0.000% | |
| 2/20/2026 | Sunbelt Securities Inc. | 1,679 | $142K | 0.0% | -24.0% | 0.000% | |
| 2/18/2026 | Ameriflex Group Inc. | 1,839 | $156K | 0.1% | -43.1% | 0.000% | |
| 2/18/2026 | NewEdge Advisors LLC | 53,251 | $4.51M | 0.0% | +5.4% | 0.009% | |
| 2/18/2026 | Cahill Financial Advisors Inc. | 7,215 | $611K | 0.1% | -2.5% | 0.001% | |
| 2/18/2026 | IHT Wealth Management LLC | 17,993 | $1.52M | 0.0% | +7.8% | 0.003% | |
| 2/17/2026 | Advisory Services Network LLC | 237,662 | $20.12M | 0.3% | +243.7% | 0.039% | |
| 2/17/2026 | Russell Investments Group Ltd. | 3,903 | $330K | 0.0% | +59.2% | 0.001% | |
| 2/17/2026 | Captrust Financial Advisors | 10,749,069 | $909.80M | 1.7% | +29.0% | 1.757% | |
| 2/16/2026 | Icon Wealth Advisors LLC | 9,694 | $821K | 0.1% | +6.0% | 0.002% | |
| 2/13/2026 | Arkadios Wealth Advisors | 21,261 | $1.80M | 0.0% | +106.1% | 0.003% | |
| 2/13/2026 | Broadview Financial Management LLC | 12,006 | $1.02M | 0.7% | +1.9% | 0.002% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 242,254 | $20.50M | 0.2% | +4.5% | 0.040% | |
| 2/13/2026 | Golden State Wealth Management LLC | 17,338 | $1.47M | 0.2% | +2,328.3% | 0.003% | |
| 2/12/2026 | Rossby Financial LCC | 3,317 | $281K | 0.1% | -14.9% | 0.001% | |
| 2/12/2026 | Sfam LLC | 5,936 | $502K | 0.5% | N/A | 0.001% | |
| 2/12/2026 | Brown Brothers Harriman & Co. | 15,370 | $1.30M | 0.0% | N/A | 0.003% | |
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| 2/12/2026 | Colonial Trust Co SC | 842 | $71K | 0.0% | -31.1% | 0.000% | |
| 2/11/2026 | Fund Evaluation Group LLC | 2,043,417 | $172.96M | 5.7% | +18.9% | 0.334% | |
| 2/11/2026 | NYL Investors LLC | 71,907 | $6.09M | 2.1% | -62.5% | 0.012% | |
| 2/11/2026 | Dorsey & Whitney Trust CO LLC | 3,232 | $274K | 0.0% | N/A | 0.001% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 1,581,128 | $133.83M | 0.3% | +1.3% | 0.258% | |
| 2/11/2026 | Eldridge Investment Advisors Inc. | 126,851 | $10.74M | 2.4% | +3.2% | 0.021% | |
| 2/11/2026 | JPMorgan Chase & Co. | 867,962 | $73.46M | 0.0% | +10.3% | 0.142% | |
| 2/11/2026 | Disciplina Capital Management LLC | 44,760 | $3.79M | 0.4% | -10.8% | 0.007% | |
| 2/11/2026 | Nemes Rush Group LLC | 12,328 | $1.04M | 0.1% | +1,407.1% | 0.002% | |
| 2/11/2026 | First Command Advisory Services Inc. | 76,743 | $6.50M | 0.0% | -6.4% | 0.013% | |
| 2/11/2026 | Parallel Advisors LLC | 11,991 | $1.02M | 0.0% | -8.1% | 0.002% | |
| 2/11/2026 | Continuum Advisory LLC | 5,401 | $457K | 0.0% | -27.3% | 0.001% | |
| 2/11/2026 | Crescent Grove Advisors LLC | 62,851 | $5.32M | 0.5% | -0.5% | 0.010% | |
| 2/10/2026 | Private Wealth Asset Management LLC | 41,544 | $3.52M | 0.4% | -3.4% | 0.007% | |
| 2/10/2026 | Mitchell Capital Management Co. | 7,865 | $666K | 0.1% | +1.8% | 0.001% | |
| 2/10/2026 | Patrick Mauro Investment Advisor INC. | 183,289 | $15.51M | 8.1% | +4.5% | 0.030% | |
| 2/10/2026 | Hilltop Partners LLC | 11,903 | $1.01M | 0.3% | -3.1% | 0.002% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 50,225 | $4.25M | 0.3% | +0.5% | 0.008% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 15,394 | $1.30M | 0.0% | -0.8% | 0.003% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 2,065 | $175K | 0.0% | -23.3% | 0.000% | |
| 2/6/2026 | Burling Wealth Partners LLC | 5,622 | $476K | 0.1% | N/A | 0.001% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 3,261 | $276K | 0.0% | +9,217.1% | 0.001% | |
| 2/5/2026 | TD Private Client Wealth LLC | 1,164 | $99K | 0.0% | +20.7% | 0.000% | |
| 2/5/2026 | Park Square Financial Group LLC | 1,012 | $86K | 0.5% | +14.4% | 0.000% | |
| 2/5/2026 | Western Wealth Management LLC | 14,809 | $1.25M | 0.1% | -7.0% | 0.002% | |
| 2/4/2026 | Valeo Financial Advisors LLC | 3,223 | $273K | 0.0% | -4.7% | 0.001% | |
| 2/4/2026 | 49 Wealth Management LLC | 6,550 | $554K | 0.0% | N/A | 0.001% | |
| 2/3/2026 | Manning & Napier Advisors LLC | 44,353 | $3.77M | 0.0% | +18.7% | 0.007% | |
| 2/3/2026 | Vantage Financial Partners LLC | 319,489 | $27.04M | 5.5% | +1.0% | 0.052% | |
| 2/3/2026 | Equitable Trust Co. | 553,114 | $46.82M | 2.1% | -1.1% | 0.090% | |
| 2/2/2026 | Pinnacle Wealth Management Advisory Group LLC | 35,189 | $2.98M | 0.2% | -1.7% | 0.006% | |
| 2/2/2026 | FSA Advisors Inc. | 3,512 | $297K | 0.1% | N/A | 0.001% | |
| 1/30/2026 | Canandaigua National Trust Co of Florida | 35,057 | $2.97M | 1.9% | +272.3% | 0.006% | |
| 1/30/2026 | Strategic Blueprint LLC | 71,873 | $6.08M | 0.4% | +2.8% | 0.012% | |
| 1/30/2026 | Arlington Trust Co LLC | 21,419 | $1.81M | 0.2% | +1.0% | 0.004% | |
| 1/30/2026 | Torren Management LLC | 2,042 | $173K | 0.1% | N/A | 0.000% | |
| 1/29/2026 | Sentinel Trust Co. LBA | 23,888 | $2.02M | 0.2% | -56.7% | 0.004% | |
| 1/29/2026 | Dougherty Wealth Advisers LLC | 57,191 | $4.84M | 2.7% | +5.9% | 0.009% | |
| 1/28/2026 | Cadinha & Co. LLC | 214,820 | $18.18M | 2.8% | +344.6% | 0.035% | |
| 1/28/2026 | Fairway Wealth LLC | 5,766 | $488K | 0.1% | +214.9% | 0.001% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 10,429 | $885K | 0.0% | N/A | 0.002% | |
| 1/27/2026 | Davidson Trust Co. | 58,209 | $4.93M | 2.1% | -6.4% | 0.010% | |
| 1/27/2026 | Klaas Financial Asset Advisors LLC | 2,502 | $212K | 0.0% | -8.7% | 0.000% | |
| 1/26/2026 | Private Trust Co. NA | 8,568 | $725K | 0.1% | -12.5% | 0.001% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 5,400 | $457K | 0.0% | N/A | 0.001% | |
| 1/23/2026 | Farther Finance Advisors LLC | 96,271 | $8.15M | 0.1% | +204.2% | 0.016% | |
| 1/23/2026 | Aspect Partners LLC | 7,695 | $651K | 0.3% | +1.8% | 0.001% | |
| 1/23/2026 | Fifth Third Securities Inc. | 23,770 | $2.01M | 0.1% | +14.2% | 0.004% | |
| 1/22/2026 | Venturi Wealth Management LLC | 8,788 | $744K | 0.0% | +5.1% | 0.001% | |
| 1/22/2026 | Vicus Capital | 21,328 | $1.81M | 0.1% | -12.0% | 0.003% | |
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| 1/21/2026 | Prime Capital Investment Advisors LLC | 1,155,197 | $97.78M | 1.2% | -1.8% | 0.189% | |
| 1/21/2026 | DMC Group LLC | 7,904 | $669K | 0.4% | +6.6% | 0.001% | |
| 1/21/2026 | Forbes J M & Co. LLP | 122,947 | $10.41M | 0.8% | +2.3% | 0.020% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 28,035 | $2.37M | 0.1% | +12.9% | 0.005% | |
| 1/21/2026 | Crews Bank & Trust | 17,025 | $1.44M | 0.2% | -13.0% | 0.003% | |
| 1/21/2026 | Sound Income Strategies LLC | 298 | $26K | 0.0% | +163.7% | 0.000% | |
| 1/21/2026 | Finley Financial LLC | 207,909 | $17.60M | 8.1% | +5.3% | 0.034% | |
| 1/20/2026 | Madison Park Capital Advisors LLC | 7,357 | $623K | 0.5% | -2.3% | 0.001% | |
| 1/20/2026 | Ethos Financial Group LLC | 56,133 | $4.75M | 0.4% | N/A | 0.009% | |
| 1/20/2026 | Princeton Global Asset Management LLC | 1,368 | $116K | 0.0% | +1,528.6% | 0.000% | |