| 10/13/2026 | Contravisory Investment Management Inc. | 25,319 | $1.18M | 0.2% | N/A | 0.032% | |
| 10/13/2026 | JGP Wealth Management LLC | 8,595 | $400K | 0.0% | +33.0% | 0.011% | |
| 10/8/2026 | Tactive Advisors LLC | 12,065 | $561K | 0.1% | +64.4% | 0.015% | |
| 10/5/2026 | MassMutual Private Wealth & Trust FSB | 1,925 | $90K | 0.0% | -18.5% | 0.002% | |
| 10/2/2026 | Boltwood Capital Management | 18,975 | $883K | 0.2% | N/A | 0.024% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 317,545 | $14.65M | 0.0% | -42.2% | 0.409% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 10,878 | $502K | 0.0% | -66.6% | 0.013% | |
| 9/9/2026 | NewEdge Advisors LLC | 7,520 | $347K | 0.0% | +29.4% | 0.009% | |
| 9/9/2026 | IFP Advisors Inc | 11,509 | $531K | 0.0% | +32.5% | 0.013% | |
| 9/8/2026 | Waverly Advisors LLC | 91,744 | $4.23M | 0.0% | +13.9% | 0.107% | |
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| 8/27/2026 | Corient Private Wealth LP | 57,562 | $2.66M | 0.0% | -3.7% | 0.067% | |
| 8/22/2026 | Vertex Investment Solutions Co. Ltd. | 36,900 | $1.70M | 1.1% | +301.1% | 0.043% | |
| 8/22/2026 | Syon Capital LLC | 174,814 | $8.07M | 0.4% | +6.3% | 0.204% | |
| 8/21/2026 | Continuum Advisory LLC | 2,308 | $106K | 0.0% | N/A | 0.003% | |
| 8/5/2026 | USA Financial Formulas | 1,280 | $58K | 0.0% | -81.9% | 0.001% | |
| 7/10/2026 | City Holding Co. | 2,000 | $92K | 0.0% | N/A | 0.002% | |
| 7/9/2026 | Contravisory Investment Management Inc. | 26,804 | $1.24M | 0.2% | +2.7% | 0.032% | |
| 7/9/2026 | Tactive Advisors LLC | 7,338 | $339K | 0.1% | +5.8% | 0.009% | |
| 7/8/2026 | Sarasin & Partners LLP | 86,957 | $4.01M | 0.0% | -5.2% | 0.109% | |
| 7/7/2026 | Balefire LLC | 23,153 | $1.07M | 0.2% | N/A | 0.029% | |
| 7/6/2026 | Boltwood Capital Management | 17,375 | $802K | 0.2% | +20.0% | 0.022% | |
| 7/6/2026 | Acima Private Wealth LLC | 18,479 | $853K | 0.2% | -3.8% | 0.023% | |
| 6/18/2026 | Western Wealth Management LLC | 2,548 | $116K | 0.0% | N/A | 0.003% | |
| 6/16/2026 | Empowered Funds LLC | 23,107 | $1.05M | 0.0% | N/A | 0.031% | |
| 6/9/2026 | Rathbones Group PLC | 398,087 | $18.14M | 0.1% | +13.7% | 0.540% | |
| 6/3/2026 | DV Trading LLC | 11,640 | $530K | 0.0% | -3.3% | 0.016% | |
| 6/3/2026 | NewEdge Advisors LLC | 5,813 | $265K | 0.0% | -82.5% | 0.008% | |
| 5/19/2026 | Western Wealth Management LLC | 2,548 | $116K | 0.0% | N/A | 0.003% | |
| 5/19/2026 | NewEdge Advisors LLC | 5,813 | $265K | 0.0% | -82.5% | 0.008% | |
| 5/19/2026 | Bank of America Corp DE | 3,593,855 | $163.74M | 0.0% | -3.7% | 4.876% | |
| 5/19/2026 | Arkadios Wealth Advisors | 11,058 | $504K | 0.0% | +13.4% | 0.015% | |
| 5/18/2026 | Royal Bank of Canada | 4,707,428 | $214.47M | 0.0% | +117.2% | 6.387% | |
| 5/18/2026 | Empowered Funds LLC | 23,107 | $1.05M | 0.0% | N/A | 0.031% | |
| 5/18/2026 | Evelyn Partners Asset Management Ltd | 1,157 | $53K | 0.0% | -75.7% | 0.002% | |
| 5/16/2026 | Ashford Capital Management Inc. | 6,843 | $312K | 0.0% | +48.0% | 0.009% | |
| 5/16/2026 | Mittelman Wealth Management | 46,550 | $2.12M | 1.3% | +5.9% | 0.063% | |
| 5/16/2026 | Quantinno Capital Management LP | 30,759 | $1.40M | 0.0% | -9.3% | 0.042% | |
| 5/15/2026 | Waverly Advisors LLC | 80,570 | $3.67M | 0.0% | +1.2% | 0.109% | |
| 5/14/2026 | Group One Trading LLC | 14,698 | $670K | 0.0% | N/A | 0.020% | |
| 5/14/2026 | Lido Advisors LLC | 661,451 | $30.14M | 0.1% | +157.2% | 0.897% | |
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| 5/13/2026 | Cetera Investment Advisers | 98,167 | $4.47M | 0.0% | +204.4% | 0.133% | |
| 5/7/2026 | Meeder Asset Management Inc. | 23,805 | $1.09M | 0.1% | -19.2% | 0.032% | |
| 5/6/2026 | Assetmark Inc. | 8,073 | $368K | 0.0% | +10.9% | 0.011% | |
| 5/6/2026 | SteelPeak Wealth LLC | 4,458 | $203K | 0.0% | N/A | 0.006% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 46,959 | $2.14M | 0.1% | +168.1% | 0.064% | |
| 5/5/2026 | Bank of New York Mellon Corp | 62,419 | $2.84M | 0.0% | +5.6% | 0.085% | |
| 5/5/2026 | Robinson Value Management Ltd. | 28,618 | $1.30M | 0.7% | -11.3% | 0.039% | |
| 5/5/2026 | Sanctuary Advisors LLC | 55,444 | $2.53M | 0.0% | +3.5% | 0.075% | |
| 5/4/2026 | Legacy Capital Group California Inc. | 25,873 | $1.18M | 0.4% | -5.0% | 0.035% | |
| 5/4/2026 | Innealta Capital LLC | 17,889 | $815K | 0.5% | N/A | 0.024% | |
| 5/2/2026 | Diversify Wealth Management LLC | 41,707 | $1.92M | 0.0% | N/A | 0.057% | |
| 5/1/2026 | Fifth Third Bancorp | 12,504 | $570K | 0.0% | N/A | 0.017% | |
| 4/30/2026 | Hsbc Holdings PLC | 64,531 | $2.94M | 0.0% | +2.9% | 0.088% | |
| 4/30/2026 | Kestra Advisory Services LLC | 9,159 | $417K | 0.0% | +4.0% | 0.012% | |
| 4/30/2026 | Vertex Investment Solutions Co. Ltd. | 9,200 | $409K | 0.5% | -58.9% | 0.012% | |
| 4/29/2026 | Lmcg Investments LLC | 26,849 | $1.22M | 0.1% | -1.7% | 0.036% | |
| 4/29/2026 | Montag A & Associates Inc. | 79,120 | $3.61M | 0.2% | +2.1% | 0.107% | |
| 4/28/2026 | Howe & Rusling Inc. | 1,345 | $61K | 0.0% | N/A | 0.002% | |
| 4/27/2026 | World Investment Advisors | 7,790 | $355K | 0.0% | N/A | 0.011% | |
| 4/27/2026 | Private Advisor Group LLC | 21,236 | $968K | 0.0% | N/A | 0.029% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 10,132 | $462K | 0.0% | N/A | 0.014% | |
| 4/22/2026 | Catalyst Capital Advisors LLC | 1,439,415 | $65.58M | 1.2% | +12.3% | 1.953% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 7,569 | $345K | 0.0% | N/A | 0.010% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 65,726 | $2.99M | 0.3% | +6.7% | 0.089% | |
| 4/22/2026 | Union Bancaire Privee UBP SA | 476,166 | $21.11M | 0.4% | -5.9% | 0.646% | |
| 4/21/2026 | GHP Investment Advisors Inc. | 165,285 | $7.53M | 0.3% | -1.9% | 0.224% | |
| 4/21/2026 | Contravisory Investment Management Inc. | 26,104 | $1.19M | 0.2% | -5.0% | 0.035% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 8,273 | $377K | 0.0% | N/A | 0.011% | |
| 4/17/2026 | SVB Wealth LLC | 5,071 | $231K | 0.0% | +10.2% | 0.007% | |
| 4/17/2026 | Sterling Investment Counsel LLC | 5,982 | $273K | 0.1% | N/A | 0.008% | |
| 4/17/2026 | Brookstone Capital Management | 9,569 | $436K | 0.0% | -8.9% | 0.013% | |
| 4/17/2026 | Everstar Asset Management LLC | 14,353 | $654K | 0.3% | -50.5% | 0.019% | |
| 4/16/2026 | Tactive Advisors LLC | 6,938 | $316K | 0.1% | +27.8% | 0.009% | |
| 4/16/2026 | Henrickson Nauta Wealth Advisors Inc. | 20,246 | $922K | 0.3% | -50.0% | 0.027% | |
| 3/20/2026 | Purpose Unlimited Inc. | 579 | $25K | 0.0% | N/A | 0.001% | |
| 3/20/2026 | Hsbc Holdings PLC | 62,706 | $2.76M | 0.0% | +16.2% | 0.097% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 94,458 | $4.15M | 0.0% | -17.0% | 0.146% | |
| 3/9/2026 | Corient Private Wealth LLC | 60,054 | $2.64M | 0.0% | +29.3% | 0.093% | |
| 3/6/2026 | Hsbc Holdings PLC | 62,706 | $2.76M | 0.0% | +16.2% | 0.097% | |
| 3/4/2026 | Rehmann Capital Advisory Group | 4,697 | $207K | 0.0% | N/A | 0.007% | |
| 2/20/2026 | Kovitz Investment Group Partners LLC | 228,553 | $10.05M | 0.2% | -1.9% | 0.353% | |
| 2/19/2026 | Invesco Ltd. | 26,064 | $1.15M | 0.0% | +30.1% | 0.040% | |
| 2/19/2026 | Corient Private Wealth LLC | 60,054 | $2.64M | 0.0% | +29.3% | 0.093% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 6,492 | $286K | 0.0% | N/A | 0.010% | |
| 2/18/2026 | Onyx Bridge Wealth Group LLC | 61,602 | $2.71M | 0.3% | +108.4% | 0.095% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 10,804 | $475K | 0.0% | N/A | 0.017% | |
| 2/18/2026 | NewEdge Advisors LLC | 33,149 | $1.46M | 0.0% | +12.3% | 0.051% | |
| 2/18/2026 | XTX Topco Ltd | 8,704 | $383K | 0.0% | N/A | 0.013% | |
| 2/18/2026 | Zacks Investment Management | 118,488 | $5.21M | 0.0% | +8.3% | 0.183% | |
| 2/18/2026 | Prostatis Group LLC | 92,961 | $4.09M | 1.0% | +9.7% | 0.144% | |
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| 2/18/2026 | Millennium Management LLC | 183,268 | $8.06M | 0.0% | N/A | 0.283% | |
| 2/18/2026 | Banco Bilbao Vizcaya Argentaria S.A. | 49,718 | $2.19M | 0.0% | +34.0% | 0.077% | |
| 2/17/2026 | Cetera Investment Advisers | 32,246 | $1.42M | 0.0% | N/A | 0.050% | |
| 2/17/2026 | FIL Ltd | 84,573 | $3.72M | 0.0% | -22.1% | 0.131% | |
| 2/17/2026 | Osaic Holdings Inc. | 140,467 | $6.18M | 0.0% | -23.9% | 0.217% | |
| 2/17/2026 | &PARTNERS | 14,878 | $654K | 0.0% | +15.0% | 0.023% | |
| 2/17/2026 | Ashford Capital Management Inc. | 4,624 | $203K | 0.0% | N/A | 0.007% | |
| 2/17/2026 | Blair William & Co. IL | 15,788 | $694K | 0.0% | +22.5% | 0.024% | |
| 2/17/2026 | Royal Bank of Canada | 2,167,565 | $95.33M | 0.0% | +476.5% | 3.350% | |
| 2/16/2026 | MML Investors Services LLC | 96,950 | $4.26M | 0.0% | +58.4% | 0.150% | |