| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 493,743 | $28.74M | 0.7% | -1.5% | 0.098% | |
| 7/2/2026 | Versant Capital Management Inc | 3,748 | $218K | 0.0% | -46.1% | 0.001% | |
| 7/2/2026 | CX Institutional | 12,787 | $744K | 0.0% | +79.9% | 0.003% | |
| 7/2/2026 | First County Bank CT | 36,154 | $2.10M | 1.0% | +196.5% | 0.007% | |
| 7/1/2026 | Eastern Bank | 10,136 | $590K | 0.0% | +10.8% | 0.002% | |
| 6/11/2026 | Three Bearings Fiduciary Advisors Inc. | 46,485 | $2.72M | 2.6% | -5.8% | 0.009% | |
| 6/3/2026 | Parallel Advisors LLC | 8,463 | $495K | 0.0% | +14.7% | 0.002% | |
| 6/3/2026 | NewEdge Advisors LLC | 144,118 | $8.44M | 0.0% | -29.3% | 0.029% | |
| 6/1/2026 | Flagship Wealth Advisors LLC | 24,959 | $1.47M | 0.6% | -16.6% | 0.005% | |
| 5/29/2026 | Immaculate Wealth Management LLC | 13,202 | $773K | 6.1% | N/A | 0.003% | |
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| 5/27/2026 | Security Financial Services INC. | 40,298 | $2.36M | 0.4% | +12.8% | 0.008% | |
| 5/22/2026 | Verus Capital Partners LLC | 7,064 | $414K | 0.0% | +68.9% | 0.001% | |
| 5/21/2026 | Raab & Moskowitz Asset Management LLC | 12,540 | $734K | 0.2% | +11.6% | 0.003% | |
| 5/21/2026 | Kensington Asset Management LLC | 338,906 | $19.84M | 0.9% | +285.7% | 0.068% | |
| 5/21/2026 | Essential Partners LLC | 56,356 | $3.30M | 1.1% | +11.7% | 0.011% | |
| 5/20/2026 | Hobbs Group Advisors LLC | 16,863 | $987K | 0.3% | -29.0% | 0.003% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 21,942 | $1.29M | 0.1% | +0.9% | 0.004% | |
| 5/20/2026 | TrueWealth Financial Partners | 261,409 | $15.30M | 6.1% | N/A | 0.053% | |
| 5/19/2026 | Western Wealth Management LLC | 1,521 | $89K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | McIlrath & Eck LLC | 5,482 | $321K | 0.0% | -94.3% | 0.001% | |
| 5/19/2026 | NewEdge Advisors LLC | 142,453 | $8.34M | 0.2% | -30.1% | 0.029% | |
| 5/19/2026 | Bank of America Corp DE | 11,529,094 | $674.91M | 0.0% | +10.8% | 2.327% | |
| 5/19/2026 | Unconventional Investor LLC | 187,955 | $11.00M | 5.2% | +13.3% | 0.038% | |
| 5/19/2026 | Arkadios Wealth Advisors | 202,018 | $11.83M | 0.2% | +0.3% | 0.041% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 21,942 | $1.29M | 0.1% | +0.9% | 0.004% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 162,479 | $9.51M | 0.3% | +5.4% | 0.033% | |
| 5/18/2026 | Talon Private Wealth LLC | 572,787 | $33.53M | 4.5% | N/A | 0.116% | |
| 5/18/2026 | Core Wealth Advisors Inc. | 11,043 | $646K | 0.2% | N/A | 0.002% | |
| 5/18/2026 | Royal Bank of Canada | 2,481,150 | $145.25M | 0.0% | +10.1% | 0.501% | |
| 5/18/2026 | Empowered Funds LLC | 218,292 | $12.74M | 0.1% | -13.0% | 0.044% | |
| 5/18/2026 | Estate Counselors LLC | 19,145 | $1.12M | 0.1% | -87.0% | 0.004% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 56,030 | $3.28M | 0.0% | +6.0% | 0.011% | |
| 5/16/2026 | Mittelman Wealth Management | 11,460 | $671K | 0.4% | +19.2% | 0.002% | |
| 5/16/2026 | Excelsior Advisor Network LLC | 62,400 | $3.65M | 1.4% | -11.4% | 0.013% | |
| 5/16/2026 | Quantinno Capital Management LP | 3,654 | $214K | 0.0% | N/A | 0.001% | |
| 5/16/2026 | Lazard Asset Management LLC | 172,587 | $10.10M | 0.0% | +1.6% | 0.035% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 80,037 | $4.69M | 0.4% | +49.8% | 0.016% | |
| 5/15/2026 | Intelligence Driven Advisers LLC | 39,035 | $2.29M | 0.4% | +24.5% | 0.008% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 12,978 | $760K | 0.0% | N/A | 0.003% | |
| 5/15/2026 | Waverly Advisors LLC | 27,451 | $1.61M | 0.0% | -10.0% | 0.006% | |
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| 5/14/2026 | Rockbridge Investment Management LCC | 11,952 | $700K | 0.1% | -3.0% | 0.002% | |
| 5/14/2026 | Compound Planning Inc. | 8,958 | $524K | 0.0% | +3.4% | 0.002% | |
| 5/14/2026 | Davis R M Inc. | 20,059 | $1.17M | 0.0% | -5.0% | 0.004% | |
| 5/14/2026 | Lido Advisors LLC | 440,484 | $25.79M | 0.1% | -1.5% | 0.089% | |
| 5/14/2026 | Monograph Wealth Advisors LLC | 166,561 | $9.75M | 0.9% | +51.2% | 0.034% | |
| 5/13/2026 | Cetera Investment Advisers | 1,007,296 | $58.97M | 0.1% | +7.9% | 0.203% | |
| 5/13/2026 | American Investment Services Inc. | 50,210 | $2.94M | 0.7% | +2.1% | 0.010% | |
| 5/13/2026 | Dynamic Wealth Strategies LLC | 11,201 | $656K | 0.4% | +259.7% | 0.002% | |
| 5/13/2026 | Cambridge Associates LLC MA ADV | 1,673,967 | $97.99M | 1.6% | +39.3% | 0.338% | |
| 5/13/2026 | NewEdge Wealth LLC | 2,240,609 | $131.17M | 1.6% | +13.5% | 0.452% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 23,081 | $1.35M | 0.0% | +2.3% | 0.005% | |
| 5/12/2026 | Cascade Wealth Advisors Inc | 256,473 | $14.96M | 6.0% | -3.4% | 0.052% | |
| 5/8/2026 | Triad Investment Management | 66,562 | $3.90M | 4.3% | -24.2% | 0.013% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 11,781 | $690K | 0.0% | +352.6% | 0.002% | |
| 5/8/2026 | Glenview Trust Co | 13,971 | $818K | 0.0% | -18.0% | 0.003% | |
| 5/8/2026 | Summit Global Investments | 20,231 | $1.18M | 0.1% | -1.3% | 0.004% | |
| 5/8/2026 | Element Pointe Advisors LLC | 297,186 | $17.40M | 3.3% | +28.1% | 0.060% | |
| 5/7/2026 | Alta Advisers Ltd | 473,855 | $27.74M | 9.4% | +8.9% | 0.096% | |
| 5/7/2026 | Wells Financial Advisors INC | 7,810 | $457K | 2.1% | -19.8% | 0.002% | |
| 5/7/2026 | Lowe Brockenbrough & Co. Inc. | 397,844 | $23.29M | 1.2% | +11.2% | 0.080% | |
| 5/7/2026 | Human Investing LLC | 325,461 | $19.05M | 2.8% | +2.3% | 0.066% | |
| 5/7/2026 | Balefire LLC | 4,760 | $279K | 0.1% | +6.8% | 0.001% | |
| 5/7/2026 | Parallel Advisors LLC | 8,463 | $495K | 0.0% | +14.7% | 0.002% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 7,351 | $430K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Windward Private Wealth Management Inc. | 42,844 | $2.51M | 0.9% | -2.5% | 0.009% | |
| 5/7/2026 | Hershey Financial Advisers LLC | 8,596 | $503K | 0.4% | N/A | 0.002% | |
| 5/6/2026 | GatePass Capital LLC | 25,500 | $1.49M | 0.7% | -13.6% | 0.005% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 106,186 | $6.19M | 0.1% | +6.0% | 0.021% | |
| 5/6/2026 | Zhang Financial LLC | 39,188 | $2.29M | 0.1% | +10.4% | 0.008% | |
| 5/6/2026 | Centennial Bank AR | 1,229 | $72K | 0.0% | -50.9% | 0.000% | |
| 5/6/2026 | Frontier Asset Management LLC | 22,694 | $1.33M | 0.3% | +33.0% | 0.005% | |
| 5/6/2026 | Modera Wealth Management LLC | 8,354 | $489K | 0.0% | -18.0% | 0.002% | |
| 5/6/2026 | Morling Financial Advisors LLC | 513,824 | $30.08M | 9.2% | +8.0% | 0.104% | |
| 5/6/2026 | Assetmark Inc. | 570 | $33K | 0.0% | +50.8% | 0.000% | |
| 5/6/2026 | Gould Asset Management LLC CA | 608,248 | $35.61M | 6.2% | +2.6% | 0.123% | |
| 5/6/2026 | AXS Investments LLC | 41,147 | $2.41M | 1.0% | +53.6% | 0.008% | |
| 5/6/2026 | Bessemer Group Inc. | 4,005 | $234K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Independent Financial Group LLC | 27,735 | $1.62M | 0.0% | N/A | 0.006% | |
| 5/6/2026 | BCM Advisors LLC | 5,774 | $336K | 0.1% | +49.7% | 0.001% | |
| 5/5/2026 | D.A. Davidson & CO. | 6,048 | $354K | 0.0% | -21.4% | 0.001% | |
| 5/5/2026 | Members Advisory Group LLC | 136,645 | $8.00M | 2.7% | N/A | 0.028% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 18,692 | $1.09M | 0.1% | -16.2% | 0.004% | |
| 5/5/2026 | Bank of New York Mellon Corp | 14,562 | $852K | 0.0% | N/A | 0.003% | |
| 5/5/2026 | Blackhawk Capital Partners LLC | 247,517 | $14.49M | 5.3% | N/A | 0.050% | |
| 5/5/2026 | truNorth Financial Services Inc. | 7,865 | $460K | 0.5% | N/A | 0.002% | |
| 5/5/2026 | Journey Advisory Group LLC | 83,234 | $4.87M | 0.4% | -25.6% | 0.017% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,755 | $103K | 0.0% | +593.7% | 0.000% | |
| 5/5/2026 | Ethos Financial Group LLC | 11,898 | $697K | 0.1% | +5.7% | 0.002% | |
| 5/5/2026 | Signet Financial Management LLC | 63,706 | $3.73M | 0.4% | -1.9% | 0.013% | |
| 5/5/2026 | Sanctuary Advisors LLC | 74,313 | $4.35M | 0.0% | +38.2% | 0.015% | |
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| 5/5/2026 | Sigma Planning Corp | 39,687 | $2.32M | 0.1% | +20.7% | 0.008% | |
| 5/5/2026 | Conservest Capital Advisors Inc. | 130,033 | $7.61M | 0.7% | -45.6% | 0.026% | |
| 5/5/2026 | Checchi Capital Advisers LLC | 40,791 | $2.39M | 0.1% | -4.9% | 0.008% | |
| 5/5/2026 | Arena Capital Advisors LLC CA | 30,000 | $1.76M | 0.9% | N/A | 0.006% | |
| 5/5/2026 | Nwam LLC | 67,258 | $3.94M | 0.2% | +18.9% | 0.014% | |
| 5/4/2026 | AMG National Trust Bank | 15,670 | $917K | 0.0% | N/A | 0.003% | |
| 5/4/2026 | Retirement Planning Group LLC | 979,118 | $57.32M | 1.8% | -18.5% | 0.198% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,150,169 | $67.33M | 1.2% | +3.9% | 0.232% | |
| 5/4/2026 | Bryn Mawr Trust Advisors LLC | 29,339 | $1.72M | 0.1% | +20.9% | 0.006% | |
| 5/4/2026 | Bleakley Financial Group LLC | 563,005 | $32.96M | 0.5% | +7.5% | 0.114% | |