| 7/9/2026 | World Equity Group Inc. | 6,505 | $536K | 0.1% | N/A | 0.000% | |
| 7/9/2026 | Jacobs & Co. CA | 2,638 | $217K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 4,323 | $356K | 0.0% | +19.4% | 0.000% | |
| 7/8/2026 | 55 North Private Wealth LLC | 2,897 | $239K | 0.0% | N/A | 0.000% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 3,302 | $272K | 0.0% | N/A | 0.000% | |
| 7/7/2026 | GAMMA Investing LLC | 4,370 | $360K | 0.0% | +27.0% | 0.000% | |
| 7/7/2026 | Central Pacific Bank Trust Division | 8,900 | $733K | 0.1% | -6.3% | 0.000% | |
| 7/7/2026 | Arlington Trust Co LLC | 766 | $63K | 0.0% | +1,060.6% | 0.000% | |
| 7/7/2026 | Moody National Bank Trust Division | 2,653 | $219K | 0.0% | N/A | 0.000% | |
| 7/7/2026 | CoreCap Advisors LLC | 595 | $49K | 0.0% | +32.8% | 0.000% | |
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| 7/2/2026 | Versant Capital Management Inc | 9,833 | $810K | 0.1% | +3.8% | 0.001% | |
| 7/2/2026 | Hilltop National Bank | 14,834 | $1.22M | 0.3% | +3.9% | 0.001% | |
| 7/1/2026 | Miller Global Investments LLC | 11,449 | $943K | 0.8% | -3.3% | 0.001% | |
| 6/3/2026 | Parallel Advisors LLC | 6,626 | $460K | 0.0% | +12.0% | 0.000% | |
| 6/3/2026 | NewEdge Advisors LLC | 6,900 | $479K | 0.0% | -15.4% | 0.000% | |
| 6/1/2026 | Integrated Investment Consultants LLC | 11,443 | $794K | 0.2% | -42.6% | 0.001% | |
| 5/26/2026 | Glenmede Trust Co. NA | 5,333 | $370K | 0.0% | -72.8% | 0.000% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 3,900 | $283K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | Western Wealth Management LLC | 525 | $36K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 2,134,347 | $148.06M | 0.0% | -34.3% | 0.109% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 4,462 | $310K | 0.0% | +51.0% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 1,048,221 | $72.72M | 0.0% | -18.0% | 0.054% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 172,353 | $11.96M | 0.0% | -29.2% | 0.009% | |
| 5/16/2026 | Maverick Capital Ltd. | 51,020 | $3.54M | 0.0% | +42.1% | 0.003% | |
| 5/16/2026 | Quantinno Capital Management LP | 214,841 | $14.90M | 0.0% | +28.9% | 0.011% | |
| 5/15/2026 | Waverly Advisors LLC | 3,590 | $249K | 0.0% | N/A | 0.000% | |
| 5/15/2026 | Entropy Technologies LP | 8,555 | $593K | 0.0% | N/A | 0.000% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 2,903 | $201K | 0.0% | N/A | 0.000% | |
| 5/14/2026 | Renaissance Technologies LLC | 810,874 | $56.25M | 0.1% | +64.7% | 0.042% | |
| 5/14/2026 | Gamco Investors INC. ET AL | 11,700 | $812K | 0.0% | -2.5% | 0.001% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 16,629 | $1.15M | 0.0% | +26.6% | 0.001% | |
| 5/14/2026 | Compound Planning Inc. | 17,136 | $1.19M | 0.0% | +8.3% | 0.001% | |
| 5/14/2026 | Clarkston Capital Partners LLC | 80,465 | $5.58M | 0.4% | -92.1% | 0.004% | |
| 5/14/2026 | Sei Investments Co. | 370,795 | $25.72M | 0.0% | +24.0% | 0.019% | |
| 5/14/2026 | Lido Advisors LLC | 3,723 | $258K | 0.0% | N/A | 0.000% | |
| 5/13/2026 | Cetera Investment Advisers | 40,854 | $2.83M | 0.0% | -20.7% | 0.002% | |
| 5/13/2026 | NewEdge Wealth LLC | 19,755 | $1.37M | 0.0% | -14.7% | 0.001% | |
| 5/13/2026 | First Trust Advisors LP | 601,440 | $41.72M | 0.0% | +5.1% | 0.031% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 21,884 | $1.52M | 0.0% | -2.9% | 0.001% | |
| 5/7/2026 | Dimensional Fund Advisors LP | 121,435 | $8.42M | 0.0% | +12.9% | 0.006% | |
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| 5/7/2026 | Parallel Advisors LLC | 6,626 | $460K | 0.0% | +12.0% | 0.000% | |
| 5/7/2026 | Ironwood Investment Counsel LLC | 92,618 | $6.43M | 0.9% | +3.7% | 0.005% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 28,384 | $1.97M | 0.2% | -1.7% | 0.001% | |
| 5/6/2026 | Annis Gardner Whiting Capital Advisors LLC | 3,822 | $265K | 0.0% | -53.1% | 0.000% | |
| 5/6/2026 | Assetmark Inc. | 51,804 | $3.59M | 0.0% | -19.9% | 0.003% | |
| 5/6/2026 | Gallacher Capital Management LLC | 8,452 | $586K | 0.2% | -7.3% | 0.000% | |
| 5/6/2026 | Bessemer Group Inc. | 5,616 | $389K | 0.0% | +145.2% | 0.000% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 14,071 | $996K | 0.0% | +23.7% | 0.001% | |
| 5/6/2026 | Independent Financial Group LLC | 3,000 | $208K | 0.0% | N/A | 0.000% | |
| 5/5/2026 | D.A. Davidson & CO. | 13,012 | $903K | 0.0% | -6.2% | 0.001% | |
| 5/5/2026 | Bank of New York Mellon Corp | 67,750 | $4.70M | 0.0% | +15.9% | 0.003% | |
| 5/5/2026 | Sanctuary Advisors LLC | 27,378 | $1.90M | 0.0% | +11.2% | 0.001% | |
| 5/4/2026 | ABC Arbitrage SA | 68,716 | $4.77M | 0.6% | -17.2% | 0.004% | |
| 5/4/2026 | Bleakley Financial Group LLC | 20,063 | $1.39M | 0.0% | -22.0% | 0.001% | |
| 5/4/2026 | Gratus Wealth Advisors LLC | 3,018 | $209K | 0.0% | N/A | 0.000% | |
| 5/2/2026 | Persium Advisors LLC | 10,890 | $755K | 0.6% | +1.4% | 0.001% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 60,299 | $4.18M | 0.8% | +691.3% | 0.003% | |
| 5/1/2026 | Fifth Third Bancorp | 1,029 | $71K | 0.0% | +19.0% | 0.000% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 34,102 | $2.37M | 0.0% | +3.7% | 0.002% | |
| 4/30/2026 | First Horizon Corp | 502 | $35K | 0.0% | +84.6% | 0.000% | |
| 4/30/2026 | Kestra Advisory Services LLC | 16,935 | $1.18M | 0.0% | +6.2% | 0.001% | |
| 4/30/2026 | Greenwood Capital Associates LLC | 52,410 | $3.64M | 0.4% | N/A | 0.003% | |
| 4/30/2026 | Frank Rimerman Advisors LLC | 9,587 | $665K | 0.0% | +3.5% | 0.000% | |
| 4/29/2026 | R Squared Ltd | 5,642 | $391K | 0.2% | N/A | 0.000% | |
| 4/29/2026 | Resonant Capital Advisors LLC | 4,121 | $286K | 0.0% | N/A | 0.000% | |
| 4/29/2026 | Sage Rhino Capital LLC | 3,370 | $234K | 0.0% | +6.5% | 0.000% | |
| 4/28/2026 | Kathmere Capital Management LLC | 4,030 | $280K | 0.0% | +20.2% | 0.000% | |
| 4/28/2026 | Abel Hall LLC | 8,848 | $614K | 0.1% | N/A | 0.000% | |
| 4/28/2026 | DGS Capital Management LLC | 4,247 | $295K | 0.0% | +35.5% | 0.000% | |
| 4/28/2026 | QRG Capital Management Inc. | 88,081 | $6.11M | 0.1% | +67.8% | 0.005% | |
| 4/27/2026 | HB Wealth Management LLC | 6,423 | $446K | 0.0% | +21.8% | 0.000% | |
| 4/27/2026 | Private Advisor Group LLC | 40,060 | $2.78M | 0.0% | +13.4% | 0.002% | |
| 4/27/2026 | Optas LLC | 2,919 | $202K | 0.0% | N/A | 0.000% | |
| 4/27/2026 | Leonteq Securities AG | 377 | $26K | 0.0% | -49.2% | 0.000% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 3,033 | $210K | 0.0% | N/A | 0.000% | |
| 4/25/2026 | Keybank National Association OH | 8,778 | $609K | 0.0% | +83.3% | 0.000% | |
| 4/24/2026 | CHICAGO TRUST Co NA | 5,156 | $358K | 0.1% | -13.4% | 0.000% | |
| 4/24/2026 | Capricorn Fund Managers Ltd | 23,000 | $1.60M | 0.2% | N/A | 0.001% | |
| 4/24/2026 | MQS Management LLC | 11,133 | $772K | 0.5% | +106.6% | 0.001% | |
| 4/23/2026 | Traub Capital Management LLC | 6,239 | $433K | 0.4% | -15.3% | 0.000% | |
| 4/23/2026 | 626 Financial LLC | 5,022 | $348K | 0.2% | -5.4% | 0.000% | |
| 4/23/2026 | Drucker Wealth 3.0 LLC | 3,522 | $244K | 0.0% | +11.7% | 0.000% | |
| 4/23/2026 | Apollon Wealth Management LLC | 5,490 | $381K | 0.0% | +25.4% | 0.000% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 42,731 | $2.96M | 0.0% | +88.5% | 0.002% | |
| 4/22/2026 | Caldwell Trust Co | 12,811 | $889K | 0.1% | N/A | 0.001% | |
| 4/22/2026 | Sterling Capital Management LLC | 8,042 | $558K | 0.0% | -26.6% | 0.000% | |
| 4/22/2026 | Venturi Wealth Management LLC | 10,875 | $754K | 0.0% | -2.7% | 0.001% | |
| 4/21/2026 | Penn Davis Mcfarland Inc. | 485,264 | $33.66M | 3.3% | -0.3% | 0.025% | |
| 4/21/2026 | GHP Investment Advisors Inc. | 466 | $32K | 0.0% | N/A | 0.000% | |
| 4/21/2026 | SmartHarvest Portfolios LLC | 3,488 | $242K | 0.1% | N/A | 0.000% | |
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| 4/21/2026 | Aaron Wealth Advisors LLC | 12,153 | $843K | 0.0% | +27.3% | 0.001% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 9,843 | $683K | 0.0% | -4.3% | 0.001% | |
| 4/20/2026 | Ritholtz Wealth Management | 11,366 | $788K | 0.0% | +227.1% | 0.001% | |
| 4/17/2026 | Citadel Investment Advisory Inc. | 16,383 | $1.14M | 0.5% | -3.3% | 0.001% | |
| 4/16/2026 | Evolve Private Wealth LLC | 4,421 | $307K | 0.0% | +11.1% | 0.000% | |
| 4/16/2026 | Founders Financial Securities LLC | 19,472 | $1.46M | 0.1% | +6.9% | 0.001% | |
| 3/20/2026 | Purpose Unlimited Inc. | 2,534 | $162K | 0.0% | N/A | 0.000% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 6,881 | $441K | 0.0% | +42.5% | 0.000% | |
| 3/9/2026 | Corient Private Wealth LLC | 17,126 | $1.10M | 0.0% | +18.5% | 0.001% | |
| 3/4/2026 | Pure Financial Advisors LLC | 7,699 | $493K | 0.0% | +94.5% | 0.000% | |