| 7/2/2026 | Burkett Financial Services LLC | 259,966 | $20.05M | 6.3% | +0.4% | 0.016% | |
| 7/2/2026 | Box Hill Private Wealth LLC | 15,447 | $1.19M | 1.0% | +5.6% | 0.001% | |
| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 659,401 | $50.85M | 1.3% | -7.0% | 0.041% | |
| 7/2/2026 | Versant Capital Management Inc | 96,868 | $7.47M | 0.7% | +1,889.9% | 0.006% | |
| 7/2/2026 | Hilltop National Bank | 84,563 | $6.52M | 1.4% | +1.6% | 0.005% | |
| 7/2/2026 | CX Institutional | 168,876 | $13.02M | 0.4% | +1.0% | 0.010% | |
| 7/2/2026 | First County Bank CT | 21,119 | $1.63M | 0.8% | -3.5% | 0.001% | |
| 7/1/2026 | Noble Wealth Management PBC | 25,081 | $1.93M | 0.9% | -11.2% | 0.002% | |
| 7/1/2026 | First Financial Bank Trust Division | 14,619 | $1.13M | 0.1% | +22.7% | 0.001% | |
| 7/1/2026 | Adelphi Trust Co | 8,920 | $688K | 0.5% | -7.1% | 0.001% | |
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| 7/1/2026 | Eastern Bank | 144,466 | $11.14M | 0.2% | -11.7% | 0.009% | |
| 7/1/2026 | Trust Co of the South | 4,513 | $348K | 0.0% | -9.7% | 0.000% | |
| 7/1/2026 | Global Wealth Strategies & Associates | 7,147 | $551K | 0.1% | -3.6% | 0.000% | |
| 6/25/2026 | Hamilton Wealth LLC | 3,185 | $215K | 0.0% | N/A | 0.000% | |
| 6/24/2026 | Basecamp Wealth Advisors LLC | 1,174 | $79K | 0.0% | +379.2% | 0.000% | |
| 6/22/2026 | Sapient Capital LLC | 37,216 | $2.51M | 0.0% | +1.3% | 0.002% | |
| 6/22/2026 | Vilga Financial Planning LLC | 73,078 | $4.94M | 4.4% | +15.5% | 0.005% | |
| 6/18/2026 | Western Wealth Management LLC | 271,697 | $18.35M | 0.7% | +24.4% | 0.017% | |
| 6/16/2026 | Steelhead Wealth Management LLC | 14,438 | $975K | 0.5% | N/A | 0.001% | |
| 6/10/2026 | Curry Webb Wealth Management LLC | 108,563 | $7.33M | 3.5% | N/A | 0.007% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 35,632 | $2.41M | 0.1% | -1.8% | 0.002% | |
| 6/9/2026 | Rathbones Group PLC | 85,285 | $5.76M | 0.0% | -1.1% | 0.005% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 24,380 | $1.65M | 0.1% | +6.0% | 0.002% | |
| 6/8/2026 | Farmers National Bank | 9,611 | $649K | 0.1% | -3.1% | 0.001% | |
| 6/3/2026 | Wealthquest Corp | 807,614 | $54.54M | 3.9% | +2.5% | 0.051% | |
| 6/3/2026 | CoreFirst Bank & Trust | 37,339 | $2.52M | 1.3% | -6.1% | 0.002% | |
| 6/3/2026 | Stillwater Private Wealth LLC | 4,725 | $319K | 0.3% | N/A | 0.000% | |
| 6/3/2026 | DV Trading LLC | 5,300 | $358K | 0.0% | -75.4% | 0.000% | |
| 6/3/2026 | Parallel Advisors LLC | 223,962 | $15.12M | 0.3% | +14.1% | 0.014% | |
| 6/3/2026 | NewEdge Advisors LLC | 459,466 | $31.03M | 0.1% | +0.1% | 0.029% | |
| 6/2/2026 | Blue Edge Capital LLC | 8,520 | $575K | 0.1% | +5.4% | 0.001% | |
| 6/1/2026 | First Nebraska Trust Co | 338,567 | $22.86M | 2.1% | N/A | 0.021% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 5,616 | $419K | 0.1% | +71.1% | 0.000% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 62,496 | $4.22M | 0.6% | N/A | 0.004% | |
| 6/1/2026 | Dala Group LLC | 3,924 | $265K | 0.2% | N/A | 0.000% | |
| 6/1/2026 | Keel Point LLC | 48,402 | $3.27M | 0.2% | +12.3% | 0.003% | |
| 5/29/2026 | Mullaney Keating & Wright Inc. | 27,639 | $1.87M | 1.0% | -26.4% | 0.002% | |
| 5/29/2026 | Krane Financial Solutions LLC | 3,779 | $255K | 0.2% | N/A | 0.000% | |
| 5/29/2026 | Asset Dedication LLC | 6,937 | $468K | 0.0% | +6.1% | 0.000% | |
| 5/28/2026 | Cozad Asset Management Inc. | 67,817 | $4.58M | 0.4% | +1.5% | 0.004% | |
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| 5/27/2026 | Alpha Capital Advisors Inc. ADV | 52,910 | $3.57M | 3.4% | +0.6% | 0.003% | |
| 5/26/2026 | Serenity Investment Advisors | 7,136 | $525K | 0.2% | +4.0% | 0.000% | |
| 5/26/2026 | Glenmede Trust Co. NA | 325,851 | $22.01M | 0.1% | -1.2% | 0.021% | |
| 5/22/2026 | WNY Asset Management LLC | 7,314 | $494K | 0.1% | N/A | 0.000% | |
| 5/22/2026 | Wellington Grp LLC | 10,625 | $718K | 0.2% | +1.5% | 0.001% | |
| 5/22/2026 | Verus Capital Partners LLC | 14,998 | $1.01M | 0.1% | -36.5% | 0.001% | |
| 5/21/2026 | Vestor Capital LLC | 83,648 | $5.65M | 0.4% | +3,923.5% | 0.005% | |
| 5/20/2026 | Cadia Private Client LLC | 62,542 | $4.22M | 3.4% | -5.3% | 0.004% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 24,783 | $1.67M | 0.1% | +8.2% | 0.002% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 47,528 | $3.21M | 0.3% | -1.5% | 0.003% | |
| 5/19/2026 | Western Wealth Management LLC | 271,697 | $18.35M | 0.7% | +24.4% | 0.017% | |
| 5/19/2026 | McIlrath & Eck LLC | 2,444 | $165K | 0.0% | -69.3% | 0.000% | |
| 5/19/2026 | Eley Financial Management Inc | 250,529 | $16.92M | 5.9% | +0.5% | 0.016% | |
| 5/19/2026 | Orographic Financial Advisors LLC | 3,068 | $207K | 0.1% | N/A | 0.000% | |
| 5/19/2026 | Cim Investment Management Inc. | 255,904 | $17.28M | 4.6% | -0.9% | 0.016% | |
| 5/19/2026 | Silicon Valley Capital Partners | 510 | $34K | 0.0% | -53.4% | 0.000% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 5,125 | $370K | 0.2% | N/A | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 67,162,982 | $4.54B | 0.3% | -2.8% | 4.230% | |
| 5/19/2026 | Hamilton Wealth LLC | 6,370 | $430K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | Graney & King LLC | 364 | $25K | 0.0% | -55.7% | 0.000% | |
| 5/19/2026 | Edgestream Partners L.P. | 7,565 | $511K | 0.0% | -23.0% | 0.000% | |
| 5/19/2026 | Vestwell Advisors LLC | 436,949 | $29.51M | 8.1% | +9.7% | 0.028% | |
| 5/19/2026 | Financial Insights Inc. | 14,573 | $984K | 0.3% | -3.6% | 0.001% | |
| 5/19/2026 | Centaurus Financial Inc. | 250,986 | $16.95M | 0.8% | +8.5% | 0.016% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 61,144 | $4.13M | 0.5% | N/A | 0.004% | |
| 5/19/2026 | Arkadios Wealth Advisors | 330,732 | $22.33M | 0.4% | +18.0% | 0.021% | |
| 5/19/2026 | IFS Group LLC | 10,272 | $694K | 0.6% | N/A | 0.001% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 24,783 | $1.67M | 0.1% | +8.2% | 0.002% | |
| 5/18/2026 | Sunbelt Securities Inc. | 30,821 | $2.08M | 0.1% | +1.9% | 0.002% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 50,786 | $3.43M | 0.1% | +2.5% | 0.003% | |
| 5/18/2026 | Talon Private Wealth LLC | 12,949 | $874K | 0.1% | N/A | 0.001% | |
| 5/18/2026 | Core Wealth Advisors Inc. | 273,350 | $18.46M | 4.4% | +1.6% | 0.017% | |
| 5/18/2026 | Resources Management Corp CT ADV | 2,531 | $171K | 0.0% | +22.2% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 22,027,238 | $1.49B | 0.3% | -12.7% | 1.387% | |
| 5/18/2026 | Richwood Investment Advisors LLC | 135,546 | $9.15M | 6.9% | +1.0% | 0.009% | |
| 5/18/2026 | Eley Financial Management Inc | 240,220 | $16.22M | 5.8% | -3.6% | 0.015% | |
| 5/18/2026 | Empowered Funds LLC | 234,326 | $15.82M | 0.1% | -3.9% | 0.015% | |
| 5/18/2026 | Estate Counselors LLC | 11,260 | $760K | 0.1% | N/A | 0.001% | |
| 5/18/2026 | Evelyn Partners Asset Management Ltd | 2,479 | $167K | 0.0% | +158.2% | 0.000% | |
| 5/18/2026 | Evercore Wealth Management LLC | 145,222 | $9.81M | 0.2% | -4.7% | 0.009% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 947,313 | $63.97M | 0.1% | +0.3% | 0.060% | |
| 5/16/2026 | IMG Wealth Management Inc. | 958 | $65K | 0.0% | -43.9% | 0.000% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 12,437 | $840K | 0.1% | -2.6% | 0.001% | |
| 5/16/2026 | Excelsior Advisor Network LLC | 7,864 | $531K | 0.2% | +3.3% | 0.000% | |
| 5/16/2026 | Quantinno Capital Management LP | 288,367 | $19.47M | 0.0% | +21.2% | 0.018% | |
| 5/16/2026 | SummitTX Capital L.P. | 7,539 | $509K | 0.0% | N/A | 0.000% | |
| 5/16/2026 | Lazard Asset Management LLC | 561,701 | $37.93M | 0.1% | -1.9% | 0.035% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 44,451 | $3.00M | 0.1% | +174.9% | 0.003% | |
| 5/15/2026 | Cypress Capital Group | 20,676 | $1.40M | 0.2% | +20.6% | 0.001% | |
| 5/15/2026 | Bradley Foster & Sargent Inc. CT | 74,926 | $5.06M | 0.1% | -1.3% | 0.005% | |
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| 5/15/2026 | Vawter Financial Ltd. | 26,844 | $1.81M | 0.8% | +2.1% | 0.002% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 184,206 | $12.44M | 6.0% | N/A | 0.012% | |
| 5/15/2026 | Waverly Advisors LLC | 870,011 | $58.75M | 0.4% | -1.4% | 0.055% | |
| 5/15/2026 | Asset Management Group Inc. | 297,985 | $20.12M | 3.3% | +1.1% | 0.019% | |
| 5/15/2026 | London Co. of Virginia | 234,427 | $15.83M | 0.1% | -70.3% | 0.015% | |
| 5/15/2026 | Wealth Alliance LLC | 47,966 | $3.24M | 0.3% | -13.2% | 0.003% | |
| 5/15/2026 | Vivaldi Capital Management LP | 5,170 | $349K | 0.0% | -3.4% | 0.000% | |
| 5/15/2026 | St. Louis Trust Co | 209,682 | $14.16M | 1.7% | -0.1% | 0.013% | |
| 5/14/2026 | Sentinel Advisory Group LLC | 27,824 | $1.88M | 0.9% | N/A | 0.002% | |
| 5/14/2026 | Renaissance Technologies LLC | 5,000 | $338K | 0.0% | N/A | 0.000% | |