| 7/10/2026 | City Holding Co. | 6,875 | $721K | 0.1% | -3.3% | 0.028% | |
| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,122 | $223K | 0.0% | N/A | 0.009% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 5,202 | $546K | 0.0% | -2.5% | 0.021% | |
| 7/9/2026 | Key Client Fiduciary Advisors LLC | 6,466 | $678K | 0.2% | -6.2% | 0.026% | |
| 7/9/2026 | Wealthcare Capital Partners LLC | 8,360 | $877K | 0.4% | +3.2% | 0.034% | |
| 7/9/2026 | Allied Private Wealth LLC | 1,281 | $139K | 0.1% | N/A | 0.005% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 5,805 | $609K | 0.0% | -7.2% | 0.024% | |
| 7/8/2026 | AAFMAA Wealth Management & Trust LLC | 31,270 | $3.28M | 1.1% | +8.0% | 0.127% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 5,853 | $614K | 0.0% | N/A | 0.024% | |
| 7/7/2026 | Calder Financial LLC | 2,165 | $227K | 0.2% | N/A | 0.009% | |
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| 7/6/2026 | Vigilare Wealth Management | 13,791 | $1.45M | 0.4% | +37.0% | 0.056% | |
| 7/1/2026 | PVG Asset Management Corp | 2,997 | $314K | 0.2% | N/A | 0.012% | |
| 6/18/2026 | Western Wealth Management LLC | 1,735 | $130K | 0.0% | -80.6% | 0.007% | |
| 6/3/2026 | Parallel Advisors LLC | 8,221 | $617K | 0.0% | +9.3% | 0.033% | |
| 6/3/2026 | NewEdge Advisors LLC | 13,777 | $1.04M | 0.0% | -14.6% | 0.055% | |
| 5/26/2026 | Glenmede Trust Co. NA | 1,946 | $146K | 0.0% | -29.8% | 0.008% | |
| 5/19/2026 | Western Wealth Management LLC | 1,735 | $130K | 0.0% | -80.6% | 0.007% | |
| 5/19/2026 | Bank of America Corp DE | 180,181 | $13.53M | 0.0% | +7.7% | 0.725% | |
| 5/19/2026 | Centaurus Financial Inc. | 18,861 | $1.42M | 0.1% | +3.3% | 0.076% | |
| 5/19/2026 | Arkadios Wealth Advisors | 48,715 | $3.66M | 0.1% | +26.5% | 0.196% | |
| 5/18/2026 | Royal Bank of Canada | 224,639 | $16.87M | 0.0% | -5.5% | 0.904% | |
| 5/16/2026 | Ashford Capital Management Inc. | 37,526 | $2.82M | 0.3% | +12.3% | 0.151% | |
| 5/15/2026 | Everest Financial Group LLC | 3,398 | $255K | 0.0% | N/A | 0.014% | |
| 5/15/2026 | Waverly Advisors LLC | 18,736 | $1.41M | 0.0% | +1.8% | 0.075% | |
| 5/14/2026 | Hilltop Holdings Inc. | 11,392 | $855K | 0.1% | N/A | 0.046% | |
| 5/14/2026 | Lido Advisors LLC | 16,461 | $1.24M | 0.0% | -1.5% | 0.066% | |
| 5/13/2026 | Cetera Investment Advisers | 207,321 | $15.57M | 0.0% | +38.4% | 0.834% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 7,837 | $588K | 0.0% | -2.6% | 0.032% | |
| 5/7/2026 | Florida Financial Advisors LLC | 4,174 | $313K | 0.1% | +3.1% | 0.017% | |
| 5/7/2026 | Parallel Advisors LLC | 8,221 | $617K | 0.0% | +9.3% | 0.033% | |
| 5/7/2026 | Pacific Wealth Strategies Group Inc. | 26,663 | $2.00M | 1.2% | +142.2% | 0.107% | |
| 5/7/2026 | Valley Wealth Managers Inc. | 45,430 | $3.41M | 0.2% | +2.9% | 0.183% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 12,888 | $968K | 0.1% | N/A | 0.052% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 10,787 | $810K | 0.1% | -4.1% | 0.043% | |
| 5/6/2026 | Ranch Capital Advisors Inc. | 4,165 | $313K | 0.1% | -28.0% | 0.017% | |
| 5/6/2026 | Independent Financial Group LLC | 44,875 | $3.37M | 0.1% | N/A | 0.181% | |
| 5/5/2026 | Wealthfront Advisers LLC | 31,091 | $2.34M | 0.0% | -7.5% | 0.125% | |
| 5/5/2026 | D.A. Davidson & CO. | 73,286 | $5.50M | 0.0% | +44.8% | 0.295% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 500 | $38K | 0.0% | -41.2% | 0.002% | |
| 5/4/2026 | Northland Securities Inc. | 13,421 | $1.01M | 1.0% | -1.3% | 0.054% | |
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| 5/4/2026 | Nadler Financial Group Inc. | 7,065 | $531K | 0.1% | -4.1% | 0.028% | |
| 5/4/2026 | Y.D. More Investments Ltd | 588 | $43K | 0.0% | +292.0% | 0.002% | |
| 5/2/2026 | International Assets Investment Management LLC | 5,916 | $451K | 0.0% | +4.0% | 0.024% | |
| 5/2/2026 | Diversify Wealth Management LLC | 5,347 | $430K | 0.0% | N/A | 0.022% | |
| 5/1/2026 | Fifth Third Bancorp | 2,941 | $221K | 0.0% | N/A | 0.012% | |
| 4/30/2026 | Griffin Asset Management Inc. | 6,513 | $489K | 0.1% | -15.5% | 0.026% | |
| 4/30/2026 | Kestra Advisory Services LLC | 30,292 | $2.28M | 0.0% | +13.7% | 0.122% | |
| 4/29/2026 | Saxon Interests Inc. | 3,799 | $285K | 0.1% | -29.4% | 0.015% | |
| 4/29/2026 | Dumont & Blake Investment Advisors LLC | 18,698 | $1.40M | 0.4% | +60.0% | 0.075% | |
| 4/28/2026 | Appleton Partners Inc. MA | 43,994 | $3.30M | 0.2% | -3.6% | 0.177% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 580 | $44K | 0.0% | +51.8% | 0.002% | |
| 4/27/2026 | PFG Investments LLC | 6,705 | $504K | 0.0% | +8.1% | 0.027% | |
| 4/27/2026 | World Investment Advisors | 5,125 | $385K | 0.0% | +25.2% | 0.021% | |
| 4/27/2026 | Private Advisor Group LLC | 15,367 | $1.15M | 0.0% | -15.2% | 0.062% | |
| 4/23/2026 | Mayflower Financial Advisors LLC | 10,148 | $762K | 0.1% | -1.6% | 0.041% | |
| 4/23/2026 | Apollon Financial LLC | 29,825 | $2.24M | 0.3% | -0.7% | 0.120% | |
| 4/23/2026 | Apollon Wealth Management LLC | 5,058 | $380K | 0.0% | -2.5% | 0.020% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 2,836 | $213K | 0.0% | N/A | 0.011% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 55,647 | $4.18M | 0.0% | -14.1% | 0.224% | |
| 4/21/2026 | Pinnacle Wealth Management Advisory Group LLC | 3,180 | $239K | 0.0% | N/A | 0.013% | |
| 4/21/2026 | Independent Wealth Network Inc. | 12,727 | $956K | 0.3% | +1.5% | 0.051% | |
| 4/21/2026 | Urban Wealth Management LLC | 3,032 | $228K | 0.2% | +17.7% | 0.012% | |
| 4/21/2026 | Artesa Financial Group LLC | 56,095 | $4.21M | 4.0% | +1.8% | 0.224% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 15,820 | $1.19M | 0.0% | -8.0% | 0.063% | |
| 4/20/2026 | Thoma Capital Management LLC | 68,835 | $5.17M | 3.1% | +5.4% | 0.275% | |
| 4/17/2026 | A. D. Beadell Investment Counsel Inc. | 3,890 | $292K | 0.2% | N/A | 0.015% | |
| 4/17/2026 | AdvisorNet Financial Inc | 638 | $48K | 0.0% | +27.1% | 0.003% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 5,264 | $395K | 0.0% | +18.0% | 0.021% | |
| 4/17/2026 | Brookstone Capital Management | 46,865 | $3.52M | 0.0% | +26.6% | 0.187% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 85,841 | $6.90M | 0.0% | -2.6% | 0.333% | |
| 3/13/2026 | World Investment Advisors | 4,093 | $329K | 0.0% | N/A | 0.016% | |
| 3/11/2026 | Larry Mathis Financial Planning LLC | 9,762 | $785K | 0.7% | N/A | 0.038% | |
| 2/27/2026 | Instrumental Wealth LLC | 11,881 | $876K | 0.5% | +23.0% | 0.046% | |
| 2/19/2026 | Corient Private Wealth LLC | 118,247 | $9.50M | 0.0% | +49.2% | 0.458% | |
| 2/18/2026 | Strive Financial Group LLC | 792 | $64K | 0.0% | N/A | 0.003% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 26,662 | $2.14M | 0.0% | -5.9% | 0.103% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 8,969 | $721K | 0.0% | +5.1% | 0.035% | |
| 2/18/2026 | EP Wealth Advisors LLC | 4,514 | $363K | 0.0% | N/A | 0.017% | |
| 2/18/2026 | NewEdge Advisors LLC | 16,136 | $1.30M | 0.0% | +15.7% | 0.063% | |
| 2/18/2026 | Cahill Financial Advisors Inc. | 5,403 | $434K | 0.0% | -8.3% | 0.021% | |
| 2/18/2026 | VestGen Advisors LLC | 29,409 | $2.36M | 0.1% | +57.9% | 0.114% | |
| 2/18/2026 | Mustico Financial Group Inc. | 3,869 | $311K | 0.3% | +6.5% | 0.015% | |
| 2/18/2026 | Hyposwiss Advisors SA | 20,911 | $1.69M | 1.7% | N/A | 0.081% | |
| 2/17/2026 | AQR Capital Management LLC | 3,953 | $318K | 0.0% | N/A | 0.015% | |
| 2/17/2026 | Cetera Investment Advisers | 149,850 | $12.04M | 0.0% | +5.9% | 0.581% | |
| 2/17/2026 | Equitable Holdings Inc. | 5,478 | $440K | 0.0% | -15.9% | 0.021% | |
| 2/17/2026 | Laird Norton Wetherby Trust Company LLC | 7,940 | $638K | 0.0% | N/A | 0.031% | |
| 2/17/2026 | Osaic Holdings Inc. | 141,422 | $11.37M | 0.0% | -2.1% | 0.548% | |
| 2/17/2026 | Advisory Services Network LLC | 13,132 | $1.06M | 0.0% | -72.4% | 0.051% | |
| 2/17/2026 | Captrust Financial Advisors | 14,832 | $1.19M | 0.0% | -1.4% | 0.057% | |
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| 2/17/2026 | &PARTNERS | 4,665 | $375K | 0.0% | -3.6% | 0.018% | |
| 2/17/2026 | Royal Bank of Canada | 237,718 | $19.11M | 0.0% | -1.3% | 0.921% | |
| 2/17/2026 | Pointe Capital Management LLC | 5,611 | $451K | 0.2% | -22.3% | 0.022% | |
| 2/16/2026 | MML Investors Services LLC | 95,410 | $7.67M | 0.0% | +36.5% | 0.370% | |
| 2/16/2026 | Mariner LLC | 10,588 | $851K | 0.0% | -12.9% | 0.041% | |
| 2/16/2026 | Destination Wealth Management | 305,210 | $24.53M | 0.6% | -0.3% | 1.183% | |
| 2/16/2026 | Arax Advisory Partners | 1,143 | $92K | 0.0% | N/A | 0.004% | |
| 2/16/2026 | Barclays PLC | 8,646 | $695K | 0.0% | +58.5% | 0.034% | |
| 2/13/2026 | Visionary Wealth Advisors | 19,548 | $1.57M | 0.1% | +4.4% | 0.076% | |
| 2/13/2026 | Williams Jones Wealth Management LLC. | 46,492 | $3.74M | 0.0% | -4.4% | 0.180% | |