| 7/10/2026 | Heck Capital Advisors LLC | 4,907 | $596K | 0.0% | +2.9% | 0.003% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 20,285 | $2.46M | 0.0% | -1.0% | 0.014% | |
| 7/9/2026 | Sapient Capital LLC | 5,203 | $632K | 0.0% | +37.4% | 0.004% | |
| 7/9/2026 | Allied Private Wealth LLC | 227 | $27K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | Breakwater Capital Group | 1,778 | $216K | 0.0% | N/A | 0.001% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 3,513 | $427K | 0.0% | -5.2% | 0.002% | |
| 7/8/2026 | Foresight Capital Management Advisors Inc. | 40,172 | $4.88M | 2.4% | -0.9% | 0.028% | |
| 7/8/2026 | First Heartland Consultants Inc. | 12,878 | $1.56M | 0.1% | N/A | 0.009% | |
| 7/8/2026 | DWR Wealth Management LLC | 8,197 | $991K | 0.7% | -2.4% | 0.006% | |
| 7/8/2026 | Gainplan LLC | 15,441 | $1.88M | 0.7% | +27.3% | 0.011% | |
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| 7/7/2026 | 180 Wealth Advisors LLC | 21,623 | $2.63M | 0.3% | -0.6% | 0.015% | |
| 7/7/2026 | Foster Group Inc. | 26,630 | $3.23M | 0.1% | -8.5% | 0.019% | |
| 7/7/2026 | Arlington Trust Co LLC | 17,749 | $2.16M | 0.2% | +1.4% | 0.012% | |
| 7/7/2026 | Moody National Bank Trust Division | 260,175 | $31.59M | 2.6% | +28.3% | 0.181% | |
| 7/2/2026 | Collective Family Office LLC | 3,450 | $419K | 0.1% | -14.8% | 0.002% | |
| 6/22/2026 | Vilga Financial Planning LLC | 28,864 | $2.89M | 2.6% | -2.7% | 0.021% | |
| 6/9/2026 | Rathbones Group PLC | 64,984 | $6.51M | 0.0% | -6.3% | 0.047% | |
| 6/3/2026 | Parallel Advisors LLC | 10,026 | $1.00M | 0.0% | +40.5% | 0.007% | |
| 6/3/2026 | NewEdge Advisors LLC | 42,027 | $4.21M | 0.0% | -0.9% | 0.030% | |
| 6/1/2026 | Caerus Investment Advisors LLC | 6,188 | $620K | 0.3% | +5.9% | 0.004% | |
| 5/27/2026 | Westshore Wealth LLC | 38,011 | $3.81M | 1.3% | +13.5% | 0.027% | |
| 5/26/2026 | Glenmede Trust Co. NA | 172,286 | $17.26M | 0.1% | +29.9% | 0.124% | |
| 5/22/2026 | Wellington Grp LLC | 472 | $47K | 0.0% | -44.3% | 0.000% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 24,339 | $2.44M | 0.1% | +3.9% | 0.018% | |
| 5/19/2026 | Western Wealth Management LLC | 1,114 | $112K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Bank of America Corp DE | 23,836,224 | $2.39B | 0.2% | -19.3% | 17.171% | |
| 5/19/2026 | Centaurus Financial Inc. | 1,641 | $164K | 0.0% | +10.1% | 0.001% | |
| 5/19/2026 | Arkadios Wealth Advisors | 6,063 | $607K | 0.0% | +2.7% | 0.004% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 24,339 | $2.44M | 0.2% | +3.9% | 0.018% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 1,352 | $135K | 0.0% | +167.2% | 0.001% | |
| 5/18/2026 | Royal Bank of Canada | 355,278 | $35.59M | 0.0% | +18.1% | 0.256% | |
| 5/16/2026 | Quantinno Capital Management LP | 31,584 | $3.16M | 0.0% | +31.4% | 0.023% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 3,506 | $351K | 0.0% | -67.0% | 0.003% | |
| 5/15/2026 | Waverly Advisors LLC | 317,000 | $31.75M | 0.2% | +16.7% | 0.228% | |
| 5/15/2026 | St. Louis Trust Co | 59,205 | $5.93M | 0.7% | -4.9% | 0.043% | |
| 5/14/2026 | Healthcare of Ontario Pension Plan Trust Fund | 502,000 | $50.29M | 0.1% | +66.2% | 0.362% | |
| 5/14/2026 | Rockbridge Investment Management LCC | 114,924 | $11.51M | 1.0% | +13.2% | 0.083% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 4,985 | $499K | 0.0% | N/A | 0.004% | |
| 5/14/2026 | Compound Planning Inc. | 11,057 | $1.11M | 0.0% | N/A | 0.008% | |
| 5/14/2026 | Sei Investments Co. | 15,994 | $1.60M | 0.0% | -61.7% | 0.012% | |
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| 5/14/2026 | MWA Asset Management | 1,670 | $167K | 0.1% | N/A | 0.001% | |
| 5/14/2026 | Lido Advisors LLC | 276,952 | $27.74M | 0.1% | -13.9% | 0.200% | |
| 5/13/2026 | Cetera Investment Advisers | 221,199 | $22.16M | 0.0% | +0.7% | 0.159% | |
| 5/13/2026 | NewEdge Wealth LLC | 15,563 | $1.56M | 0.0% | +10.5% | 0.011% | |
| 5/13/2026 | First Citizens Bank & Trust Co. | 162,705 | $16.30M | 0.3% | -3.9% | 0.117% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 129,636 | $12.99M | 0.0% | +4.9% | 0.093% | |
| 5/8/2026 | DUTCH ASSET Corp | 3,750 | $376K | 0.3% | +19.5% | 0.003% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 25,098 | $2.51M | 0.1% | -1.4% | 0.018% | |
| 5/8/2026 | MWA Asset Management | 1,670 | $167K | 0.1% | N/A | 0.001% | |
| 5/7/2026 | Swan Global Investments LLC | 2,527 | $253K | 0.0% | -5.6% | 0.002% | |
| 5/7/2026 | Cornerstone Advisors Asset Management LLC | 28,411 | $2.85M | 0.4% | -3.0% | 0.020% | |
| 5/7/2026 | Parallel Advisors LLC | 10,026 | $1.00M | 0.0% | +40.5% | 0.007% | |
| 5/7/2026 | Windward Private Wealth Management Inc. | 55,514 | $5.56M | 1.9% | -0.2% | 0.040% | |
| 5/6/2026 | Zhang Financial LLC | 2,360 | $236K | 0.0% | +11.6% | 0.002% | |
| 5/6/2026 | FSA Advisors Inc. | 2,526 | $253K | 0.2% | -3.4% | 0.002% | |
| 5/6/2026 | Main Street Group LTD | 2,310 | $231K | 0.1% | -22.9% | 0.002% | |
| 5/6/2026 | Barings LLC | 15,737 | $1.58M | 0.0% | N/A | 0.011% | |
| 5/6/2026 | Bessemer Group Inc. | 20,403 | $2.04M | 0.0% | -1.5% | 0.015% | |
| 5/6/2026 | Independent Financial Group LLC | 5,490 | $550K | 0.0% | N/A | 0.004% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 33,938 | $3.40M | 0.2% | +1.8% | 0.024% | |
| 5/5/2026 | Wealthfront Advisers LLC | 43,457 | $4.35M | 0.0% | +6.1% | 0.031% | |
| 5/5/2026 | D.A. Davidson & CO. | 55,162 | $5.53M | 0.0% | -42.3% | 0.040% | |
| 5/5/2026 | Bank of New York Mellon Corp | 48,351 | $4.84M | 0.0% | -5.7% | 0.035% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,247 | $125K | 0.0% | +42.0% | 0.001% | |
| 5/5/2026 | Sanctuary Advisors LLC | 18,359 | $1.84M | 0.0% | -11.0% | 0.013% | |
| 5/5/2026 | Ellerson Group Inc. ADV | 2,000 | $200K | 0.1% | N/A | 0.001% | |
| 5/5/2026 | Sigma Planning Corp | 11,041 | $1.11M | 0.0% | +207.3% | 0.008% | |
| 5/5/2026 | Checchi Capital Advisers LLC | 21,054 | $2.11M | 0.1% | +8.7% | 0.015% | |
| 5/4/2026 | AMG National Trust Bank | 537,549 | $53.85M | 1.2% | +28.7% | 0.387% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,557 | $256K | 0.0% | N/A | 0.002% | |
| 5/4/2026 | Principal Financial Group Inc. | 22,054 | $2.21M | 0.0% | -4.7% | 0.016% | |
| 5/4/2026 | Sfam LLC | 708 | $71K | 0.1% | N/A | 0.001% | |
| 5/4/2026 | Parr Mcknight Wealth Management Group LLC | 10,613 | $1.06M | 0.1% | +17.7% | 0.008% | |
| 5/4/2026 | Uptick Partners LLC | 4,861 | $487K | 0.1% | +20.6% | 0.004% | |
| 5/4/2026 | Y.D. More Investments Ltd | 1,900 | $190K | 0.0% | -74.0% | 0.001% | |
| 5/2/2026 | Navigate Wealth Management LLC | 10,629 | $1.18M | 0.8% | N/A | 0.008% | |
| 5/1/2026 | Fifth Third Bancorp | 87,709 | $8.79M | 0.0% | +3,475.6% | 0.063% | |
| 5/1/2026 | S. R. Schill & Associates | 190,532 | $19.09M | 12.9% | -16.4% | 0.137% | |
| 5/1/2026 | SoundView Advisors Inc. | 26,493 | $2.65M | 0.9% | -3.7% | 0.019% | |
| 5/1/2026 | Simplicity Wealth LLC | 30,923 | $3.10M | 0.2% | +6.5% | 0.022% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 2,084 | $209K | 0.0% | N/A | 0.002% | |
| 4/30/2026 | Accredited Investors Inc. | 2,326 | $233K | 0.0% | +11.6% | 0.002% | |
| 4/30/2026 | SkyOak Wealth LLC | 6,594 | $661K | 0.1% | +19.4% | 0.005% | |
| 4/30/2026 | Mosaic Family Wealth Partners LLC | 8,170 | $818K | 0.1% | +18.3% | 0.006% | |
| 4/30/2026 | Kestra Advisory Services LLC | 74,548 | $7.47M | 0.0% | +17.1% | 0.054% | |
| 4/30/2026 | Sumitomo Mitsui Trust Group Inc. | 68,130 | $6.83M | 0.0% | +26.5% | 0.049% | |
| 4/29/2026 | Golden Road Advisors LLC | 9,514 | $953K | 0.5% | -4.2% | 0.007% | |
| 4/29/2026 | Capstone Wealth Management Group LLC | 6,008 | $602K | 0.3% | +80.1% | 0.004% | |
| 4/29/2026 | Global Strategic Investment Solutions LLC | 14,496 | $1.45M | 0.1% | -4.9% | 0.010% | |
| 4/29/2026 | Advance Capital Management Inc. | 2,014 | $202K | 0.0% | N/A | 0.001% | |
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| 4/29/2026 | Oceanside Advisors LLC | 2,000 | $200K | 0.1% | N/A | 0.001% | |
| 4/28/2026 | Arbor Investment Advisors LLC | 17,558 | $1.76M | 0.2% | -1.7% | 0.013% | |
| 4/28/2026 | Westfuller Advisors LLC | 7,019 | $703K | 0.3% | +15.1% | 0.005% | |
| 4/28/2026 | FLP Wealth Management LLC | 2,950 | $296K | 0.5% | +9.8% | 0.002% | |
| 4/28/2026 | Bogart Wealth LLC | 4,275 | $428K | 0.0% | -6.4% | 0.003% | |
| 4/28/2026 | Ascentis Independent Advisors | 839 | $84K | 0.0% | N/A | 0.001% | |
| 4/28/2026 | B.O.S.S. Retirement Advisors LLC | 5,789 | $580K | 0.2% | -10.7% | 0.004% | |
| 4/28/2026 | NBT Bank N A NY | 966 | $97K | 0.0% | +142.7% | 0.001% | |
| 4/28/2026 | Howe & Rusling Inc. | 710 | $71K | 0.0% | -28.4% | 0.001% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 40,470 | $4.05M | 0.3% | +9.5% | 0.029% | |