| 7/10/2026 | Regent Peak Wealth Advisors LLC | 1,533 | $206K | 0.0% | N/A | 0.007% | |
| 7/10/2026 | City Holding Co. | 12,471 | $1.68M | 0.2% | -1.0% | 0.061% | |
| 7/10/2026 | Fulton Bank N.A. | 13,688 | $1.84M | 0.1% | -1.0% | 0.067% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 3,152 | $424K | 0.0% | -23.0% | 0.015% | |
| 7/9/2026 | Key Client Fiduciary Advisors LLC | 2,816 | $379K | 0.1% | -3.1% | 0.014% | |
| 7/9/2026 | Flaharty Asset Management LLC | 10,992 | $1.49M | 2.1% | -93.3% | 0.054% | |
| 7/8/2026 | Beacon Investment Advisory Services Inc. | 386 | $52K | 0.0% | N/A | 0.002% | |
| 7/6/2026 | RDA Financial Network | 1,810 | $244K | 0.1% | N/A | 0.009% | |
| 6/18/2026 | Western Wealth Management LLC | 7,550 | $826K | 0.0% | -10.9% | 0.037% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 585 | $64K | 0.0% | +333.3% | 0.003% | |
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| 6/9/2026 | Rathbones Group PLC | 8,086 | $884K | 0.0% | +2.3% | 0.039% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 2,035 | $223K | 0.0% | -5.8% | 0.010% | |
| 6/3/2026 | Parallel Advisors LLC | 2,181 | $239K | 0.0% | +1,206.0% | 0.011% | |
| 6/3/2026 | NewEdge Advisors LLC | 33,204 | $3.63M | 0.0% | -3.6% | 0.161% | |
| 6/1/2026 | Concorde Asset Management LLC | 27,288 | $2.98M | 1.5% | -15.5% | 0.132% | |
| 5/19/2026 | Western Wealth Management LLC | 7,550 | $826K | 0.0% | -10.9% | 0.037% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 14,997 | $1.64M | 0.5% | -5.3% | 0.073% | |
| 5/19/2026 | NewEdge Advisors LLC | 19,496 | $2.13M | 0.0% | -43.4% | 0.095% | |
| 5/19/2026 | Bank of America Corp DE | 1,485,074 | $162.41M | 0.0% | -6.0% | 7.209% | |
| 5/19/2026 | Unconventional Investor LLC | 3,291 | $360K | 0.2% | +64.6% | 0.016% | |
| 5/19/2026 | Arkadios Wealth Advisors | 4,577 | $501K | 0.0% | +2.6% | 0.022% | |
| 5/18/2026 | Sunbelt Securities Inc. | 2,098 | $229K | 0.0% | -15.3% | 0.010% | |
| 5/18/2026 | Royal Bank of Canada | 212,254 | $23.21M | 0.0% | +12.7% | 1.030% | |
| 5/18/2026 | Evelyn Partners Investment Management Europe Ltd | 40,835 | $4.47M | 1.5% | -3.6% | 0.198% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 34,452 | $3.77M | 0.1% | +83.2% | 0.167% | |
| 5/15/2026 | Vivaldi Capital Management LP | 4,755 | $520K | 0.1% | +8.9% | 0.023% | |
| 5/14/2026 | Keebeck Wealth Management | 14,735 | $1.61M | 0.2% | -19.4% | 0.072% | |
| 5/13/2026 | Cetera Investment Advisers | 148,215 | $16.21M | 0.0% | +8.9% | 0.719% | |
| 5/13/2026 | Prestige Wealth Management Group LLC | 22,176 | $2.43M | 0.5% | -4.1% | 0.108% | |
| 5/13/2026 | First Trust Advisors LP | 19,408 | $2.12M | 0.0% | -0.9% | 0.094% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 87,590 | $9.58M | 0.0% | -32.4% | 0.425% | |
| 5/7/2026 | Parallel Advisors LLC | 2,181 | $239K | 0.0% | +1,206.0% | 0.011% | |
| 5/7/2026 | Valley Wealth Managers Inc. | 37,399 | $4.09M | 0.3% | +1.2% | 0.182% | |
| 5/6/2026 | Assetmark Inc. | 1,619 | $177K | 0.0% | -93.9% | 0.008% | |
| 5/6/2026 | Independent Financial Group LLC | 45,745 | $5.00M | 0.1% | N/A | 0.222% | |
| 5/5/2026 | Wealthfront Advisers LLC | 27,396 | $3.00M | 0.0% | +10.1% | 0.133% | |
| 5/5/2026 | D.A. Davidson & CO. | 22,319 | $2.44M | 0.0% | -2.8% | 0.108% | |
| 5/5/2026 | NFSG Corp | 326 | $36K | 0.0% | -41.0% | 0.002% | |
| 5/5/2026 | Sanctuary Advisors LLC | 11,238 | $1.23M | 0.0% | -4.5% | 0.055% | |
| 5/5/2026 | Sterling Investment Advisors Ltd. | 2,000 | $219K | 0.0% | -17.7% | 0.010% | |
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| 5/5/2026 | Sigma Planning Corp | 11,915 | $1.30M | 0.0% | +23.2% | 0.058% | |
| 5/4/2026 | Tradewinds LLC. | 1,848 | $202K | 0.1% | -7.6% | 0.009% | |
| 5/2/2026 | International Assets Investment Management LLC | 3,957 | $437K | 0.0% | -46.9% | 0.019% | |
| 5/1/2026 | Fifth Third Bancorp | 5,232 | $572K | 0.0% | +6,607.7% | 0.025% | |
| 5/1/2026 | Rossmore Private Capital | 1,113 | $122K | 0.0% | N/A | 0.005% | |
| 5/1/2026 | Simplicity Wealth LLC | 5,219 | $571K | 0.0% | +221.6% | 0.025% | |
| 4/30/2026 | Whipplewood Advisors LLC | 963 | $105K | 0.1% | -36.4% | 0.005% | |
| 4/30/2026 | Kestra Advisory Services LLC | 56,438 | $6.17M | 0.0% | -21.6% | 0.273% | |
| 4/30/2026 | Money Concepts Capital Corp | 32,092 | $3.51M | 0.2% | -1.9% | 0.155% | |
| 4/30/2026 | Personal CFO Solutions LLC | 14,977 | $1.64M | 0.2% | -2.6% | 0.073% | |
| 4/29/2026 | Warner Group LLC | 2,473 | $270K | 0.2% | -91.1% | 0.012% | |
| 4/29/2026 | Meitav Investment House Ltd. | 5,945 | $650K | 0.0% | -79.6% | 0.029% | |
| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 1,700 | $189K | 0.0% | -7.7% | 0.008% | |
| 4/28/2026 | Howe & Rusling Inc. | 383 | $42K | 0.0% | N/A | 0.002% | |
| 4/27/2026 | HB Wealth Management LLC | 4,470 | $489K | 0.0% | -4.0% | 0.021% | |
| 4/27/2026 | Moran Wealth Management LLC | 10,606 | $1.16M | 0.0% | +17.7% | 0.051% | |
| 4/27/2026 | PFG Investments LLC | 4,969 | $543K | 0.0% | -7.9% | 0.024% | |
| 4/27/2026 | World Investment Advisors | 6,096 | $667K | 0.0% | -2.1% | 0.029% | |
| 4/27/2026 | Private Advisor Group LLC | 79,544 | $8.70M | 0.0% | -5.8% | 0.379% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 2,176 | $238K | 0.0% | N/A | 0.010% | |
| 4/23/2026 | NORTHSTAR ASSET MANAGEMENT Co | 48,055 | $5.26M | 1.2% | -1.2% | 0.229% | |
| 4/23/2026 | North Star Investment Management Corp. | 542 | $59K | 0.0% | N/A | 0.003% | |
| 4/23/2026 | Apollon Financial LLC | 11,805 | $1.29M | 0.2% | +2.0% | 0.056% | |
| 4/23/2026 | Apollon Wealth Management LLC | 11,474 | $1.26M | 0.0% | -3.6% | 0.054% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 1,918 | $210K | 0.0% | N/A | 0.009% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 54,587 | $5.97M | 0.0% | -10.4% | 0.258% | |
| 4/21/2026 | Pinnacle Wealth Management Advisory Group LLC | 7,154 | $782K | 0.1% | +1.7% | 0.034% | |
| 4/21/2026 | Sequent Planning LLC | 2,451 | $268K | 0.1% | +35.3% | 0.012% | |
| 4/20/2026 | RFG Advisory LLC | 11,439 | $1.25M | 0.0% | +59.7% | 0.054% | |
| 4/20/2026 | Banque Cantonale Vaudoise | 1,426 | $155K | 0.0% | +134.5% | 0.007% | |
| 4/17/2026 | James J. Burns & Company LLC | 7,372 | $806K | 0.1% | +18.6% | 0.035% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 318 | $35K | 0.0% | N/A | 0.001% | |
| 3/17/2026 | Forty three Eighteen Advisors LLC | 12,439 | $1.62M | 1.3% | N/A | 0.056% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 72,163 | $9.39M | 0.0% | +9.8% | 0.326% | |
| 3/16/2026 | Osbon Capital Management LLC | 8,404 | $1.09M | 1.0% | N/A | 0.038% | |
| 3/13/2026 | World Investment Advisors | 6,229 | $810K | 0.0% | +7.1% | 0.028% | |
| 3/9/2026 | Corient Private Wealth LLC | 4,412 | $574K | 0.0% | -7.7% | 0.020% | |
| 2/20/2026 | Sunbelt Securities Inc. | 2,478 | $322K | 0.0% | +19.1% | 0.011% | |
| 2/19/2026 | Corient Private Wealth LLC | 28,269 | $3.68M | 0.0% | +491.6% | 0.128% | |
| 2/19/2026 | Plotkin Financial Advisors LLC | 27,730 | $3.61M | 1.8% | -1.5% | 0.125% | |
| 2/18/2026 | Ameriflex Group Inc. | 250 | $33K | 0.0% | -50.0% | 0.001% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 3,360 | $437K | 0.0% | -19.4% | 0.015% | |
| 2/18/2026 | EP Wealth Advisors LLC | 2,841 | $370K | 0.0% | N/A | 0.013% | |
| 2/18/2026 | NewEdge Advisors LLC | 34,427 | $4.48M | 0.0% | +8.1% | 0.155% | |
| 2/18/2026 | Pacific Excel Wealth Advisors Inc. | 1,574 | $205K | 0.4% | N/A | 0.007% | |
| 2/18/2026 | VestGen Advisors LLC | 3,566 | $464K | 0.0% | N/A | 0.016% | |
| 2/18/2026 | Quadrature Capital Ltd | 3,846 | $500K | 0.0% | N/A | 0.017% | |
| 2/18/2026 | Hyposwiss Advisors SA | 19,060 | $2.48M | 2.4% | N/A | 0.086% | |
| 2/17/2026 | EFG International AG | 912 | $119K | 0.0% | N/A | 0.004% | |
| 2/17/2026 | Cetera Investment Advisers | 136,150 | $17.71M | 0.0% | -11.3% | 0.615% | |
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| 2/17/2026 | Equitable Holdings Inc. | 51,804 | $6.74M | 0.0% | -1.0% | 0.234% | |
| 2/17/2026 | Kovack Advisors Inc. | 3,789 | $493K | 0.0% | -19.0% | 0.017% | |
| 2/17/2026 | GeoWealth Management LLC | 1,376 | $179K | 0.0% | -25.7% | 0.006% | |
| 2/17/2026 | Osaic Holdings Inc. | 131,354 | $17.09M | 0.0% | -2.8% | 0.593% | |
| 2/17/2026 | Tower Research Capital LLC TRC | 40,785 | $5.31M | 0.1% | N/A | 0.184% | |
| 2/17/2026 | Private Advisor Group LLC | 84,442 | $10.98M | 0.1% | +0.3% | 0.381% | |
| 2/17/2026 | Russell Investments Group Ltd. | 289 | $38K | 0.0% | +177.9% | 0.001% | |
| 2/17/2026 | Clark Capital Management Group Inc. | 50,265 | $6.54M | 0.0% | +299.8% | 0.227% | |
| 2/17/2026 | Captrust Financial Advisors | 6,553 | $852K | 0.0% | -2.3% | 0.030% | |
| 2/17/2026 | &PARTNERS | 16,027 | $2.09M | 0.0% | -0.7% | 0.072% | |