| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 40,504 | $1.37M | 0.0% | -11.2% | 0.037% | |
| 6/3/2026 | Parallel Advisors LLC | 8,474 | $301K | 0.0% | +13.4% | 0.006% | |
| 6/3/2026 | NewEdge Advisors LLC | 10,338 | $367K | 0.0% | +16.4% | 0.008% | |
| 5/20/2026 | Norris Financial Group LLC | 9,368 | $333K | 0.1% | N/A | 0.007% | |
| 5/19/2026 | Bank of America Corp DE | 2,506,803 | $89.04M | 0.0% | +28.4% | 1.836% | |
| 5/19/2026 | Arkadios Wealth Advisors | 13,481 | $479K | 0.0% | N/A | 0.010% | |
| 5/18/2026 | Amundi | 47,200 | $1.68M | 0.0% | N/A | 0.035% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 39,211 | $1.39M | 0.0% | +50.8% | 0.029% | |
| 5/18/2026 | Royal Bank of Canada | 679,731 | $24.14M | 0.0% | +219.5% | 0.498% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 53,969 | $1.92M | 0.0% | N/A | 0.040% | |
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| 5/16/2026 | Quantinno Capital Management LP | 70,594 | $2.51M | 0.0% | -42.7% | 0.052% | |
| 5/16/2026 | Whitebox Advisors LLC | 50,841 | $1.81M | 0.0% | N/A | 0.037% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 61,444 | $2.18M | 0.1% | +133.7% | 0.045% | |
| 5/14/2026 | Healthcare of Ontario Pension Plan Trust Fund | 101,000 | $3.59M | 0.0% | N/A | 0.074% | |
| 5/14/2026 | Hilltop Holdings Inc. | 46,452 | $1.65M | 0.1% | -25.3% | 0.034% | |
| 5/14/2026 | FCA Corp TX | 16,876 | $599K | 0.2% | N/A | 0.012% | |
| 5/14/2026 | Bank of Nova Scotia | 1,107,333 | $39.33M | 0.1% | +149.9% | 0.811% | |
| 5/14/2026 | Group One Trading LLC | 1,740 | $62K | 0.0% | +1,640.0% | 0.001% | |
| 5/13/2026 | Cetera Investment Advisers | 121,892 | $4.33M | 0.0% | -14.4% | 0.089% | |
| 5/13/2026 | CI Investments Inc. | 1,832,295 | $65.08M | 0.3% | -14.1% | 1.342% | |
| 5/13/2026 | First Trust Advisors LP | 84,795 | $3.01M | 0.0% | N/A | 0.062% | |
| 5/12/2026 | Barometer Capital Management Inc. | 12,000 | $426K | 0.2% | -81.0% | 0.009% | |
| 5/12/2026 | Clal Insurance Enterprises Holdings Ltd | 100,000 | $3.55M | 0.0% | +25.0% | 0.073% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 34,166 | $1.21M | 0.0% | -10.8% | 0.025% | |
| 5/7/2026 | Parallel Advisors LLC | 8,474 | $301K | 0.0% | +13.4% | 0.006% | |
| 5/6/2026 | Kera Capital Partners Inc. | 228,016 | $8.10M | 1.0% | -29.5% | 0.167% | |
| 5/6/2026 | Assetmark Inc. | 253,344 | $9.00M | 0.0% | -85.9% | 0.186% | |
| 5/6/2026 | Gallacher Capital Management LLC | 83,429 | $2.96M | 1.1% | -10.9% | 0.061% | |
| 5/6/2026 | Angeles Wealth Management LLC | 29,074 | $1.03M | 0.1% | N/A | 0.021% | |
| 5/6/2026 | Independent Financial Group LLC | 6,766 | $240K | 0.0% | N/A | 0.005% | |
| 5/5/2026 | D.A. Davidson & CO. | 71,814 | $2.55M | 0.0% | N/A | 0.053% | |
| 5/5/2026 | Bank of New York Mellon Corp | 17,482 | $621K | 0.0% | +27.4% | 0.013% | |
| 5/5/2026 | Three Seasons Wealth LLC | 9,061 | $322K | 0.1% | N/A | 0.007% | |
| 5/5/2026 | Journey Advisory Group LLC | 801,157 | $28.46M | 2.4% | +46.2% | 0.587% | |
| 5/5/2026 | Harmony Asset Management LLC | 5,925 | $210K | 0.1% | N/A | 0.004% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 6,494 | $231K | 0.0% | -10.3% | 0.005% | |
| 5/5/2026 | Sanctuary Advisors LLC | 30,749 | $1.09M | 0.0% | -58.0% | 0.023% | |
| 5/5/2026 | Nwam LLC | 133,200 | $4.73M | 0.3% | +4.0% | 0.098% | |
| 5/4/2026 | Canal Insurance CO | 8,000 | $284K | 0.1% | N/A | 0.006% | |
| 5/4/2026 | Bleakley Financial Group LLC | 11,159 | $396K | 0.0% | N/A | 0.008% | |
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| 5/4/2026 | J. Safra Sarasin Holding AG | 53,945 | $1.92M | 0.0% | +98.0% | 0.040% | |
| 5/2/2026 | Diversify Wealth Management LLC | 10,119 | $361K | 0.0% | N/A | 0.007% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 81,512 | $2.90M | 0.3% | +55.9% | 0.060% | |
| 5/1/2026 | Fifth Third Bancorp | 2,519 | $89K | 0.0% | N/A | 0.002% | |
| 5/1/2026 | Summa Corp. | 5,764 | $205K | 0.1% | N/A | 0.004% | |
| 4/30/2026 | Hsbc Holdings PLC | 2,467,032 | $87.63M | 0.0% | +8,903.8% | 1.807% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 24,016 | $884K | 0.2% | -12.8% | 0.018% | |
| 4/30/2026 | Kestra Advisory Services LLC | 230,447 | $8.19M | 0.0% | -23.1% | 0.169% | |
| 4/30/2026 | Money Concepts Capital Corp | 50,832 | $1.81M | 0.1% | N/A | 0.037% | |
| 4/30/2026 | Sumitomo Mitsui Trust Group Inc. | 63,623 | $2.26M | 0.0% | N/A | 0.047% | |
| 4/29/2026 | Lmcg Investments LLC | 243,639 | $8.65M | 0.5% | -10.8% | 0.178% | |
| 4/29/2026 | Saxon Interests Inc. | 10,710 | $380K | 0.1% | N/A | 0.008% | |
| 4/28/2026 | K.J. Harrison & Partners Inc | 11,351 | $403K | 0.1% | N/A | 0.008% | |
| 4/27/2026 | Osborne Partners Capital Management LLC | 650,930 | $23.12M | 1.2% | -2.8% | 0.477% | |
| 4/27/2026 | World Investment Advisors | 6,406 | $228K | 0.0% | -77.9% | 0.005% | |
| 4/27/2026 | Private Advisor Group LLC | 23,299 | $828K | 0.0% | +38.3% | 0.017% | |
| 4/27/2026 | Sound Income Strategies LLC | 4,155 | $148K | 0.0% | +20.3% | 0.003% | |
| 4/25/2026 | Blue Capital Inc. | 79,247 | $2.82M | 1.8% | +37.9% | 0.058% | |
| 4/25/2026 | Keybank National Association OH | 5,716 | $203K | 0.0% | N/A | 0.004% | |
| 4/25/2026 | Randolph Co Inc | 341,871 | $12.14M | 1.2% | N/A | 0.252% | |
| 4/24/2026 | SMART Wealth LLC | 6,814 | $242K | 0.1% | N/A | 0.005% | |
| 4/23/2026 | Barry Investment Advisors LLC | 418,527 | $14.87M | 3.3% | N/A | 0.308% | |
| 4/23/2026 | Apollon Wealth Management LLC | 34,168 | $1.21M | 0.0% | +273.8% | 0.025% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 8,428 | $299K | 0.0% | N/A | 0.006% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 9,247 | $328K | 0.0% | N/A | 0.007% | |
| 4/22/2026 | Union Bancaire Privee UBP SA | 8,050 | $261K | 0.0% | N/A | 0.006% | |
| 4/22/2026 | Venturi Wealth Management LLC | 264,302 | $9.39M | 0.4% | -2.1% | 0.198% | |
| 4/21/2026 | Wesbanco Bank Inc. | 8,810 | $313K | 0.0% | N/A | 0.007% | |
| 4/21/2026 | Fiduciary Alliance LLC | 81,944 | $3.09M | 0.2% | N/A | 0.061% | |
| 4/20/2026 | Friedenthal Financial | 4,690 | $167K | 0.1% | N/A | 0.004% | |
| 4/20/2026 | RFG Advisory LLC | 11,269 | $400K | 0.0% | +34.9% | 0.008% | |
| 4/18/2026 | Stonehearth Capital Management LLC | 57,179 | $2.03M | 0.8% | -74.3% | 0.044% | |
| 4/17/2026 | Krilogy Financial LLC | 14,097 | $535K | 0.0% | -4.1% | 0.011% | |
| 4/17/2026 | Brookstone Capital Management | 45,387 | $1.61M | 0.0% | -34.4% | 0.035% | |
| 4/17/2026 | Everstar Asset Management LLC | 17,687 | $628K | 0.3% | N/A | 0.013% | |
| 4/16/2026 | Tactive Advisors LLC | 24,364 | $865K | 0.2% | -16.0% | 0.019% | |
| 3/20/2026 | Hsbc Holdings PLC | 27,400 | $834K | 0.0% | -91.0% | 0.024% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 14,260 | $434K | 0.0% | +32.7% | 0.013% | |
| 3/13/2026 | World Investment Advisors | 28,924 | $881K | 0.0% | N/A | 0.025% | |
| 3/9/2026 | Corient Private Wealth LLC | 29,017 | $884K | 0.0% | -1.7% | 0.026% | |
| 3/2/2026 | Corecam Pte. Ltd. | 197,630 | $6.02M | 3.1% | +20.5% | 0.174% | |
| 2/23/2026 | Kera Capital Partners Inc. | 323,234 | $9.84M | 1.2% | +11.8% | 0.284% | |
| 2/23/2026 | Blue Capital Inc. | 57,451 | $1.75M | 1.2% | -0.5% | 0.051% | |
| 2/19/2026 | Corient Private Wealth LLC | 29,017 | $884K | 0.0% | -1.7% | 0.026% | |
| 2/18/2026 | Corecam AG | 87,800 | $2.67M | 2.6% | N/A | 0.077% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 27,543 | $839K | 0.0% | N/A | 0.024% | |
| 2/18/2026 | EP Wealth Advisors LLC | 6,731 | $205K | 0.0% | N/A | 0.006% | |
| 2/18/2026 | Kastel Capital Advisors LLC | 26,075 | $794K | 0.5% | N/A | 0.023% | |
| 2/18/2026 | VestGen Investment Management | 9,115 | $278K | 0.2% | +26.6% | 0.008% | |
| 2/18/2026 | Quadrature Capital Ltd | 64,826 | $1.97M | 0.0% | N/A | 0.057% | |
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| 2/18/2026 | Man Group plc | 200,466 | $6.10M | 0.0% | +11.6% | 0.176% | |
| 2/18/2026 | IHT Wealth Management LLC | 8,501 | $259K | 0.0% | -14.8% | 0.007% | |
| 2/17/2026 | EFG International AG | 274,628 | $8.36M | 0.2% | N/A | 0.241% | |
| 2/17/2026 | Cetera Investment Advisers | 142,320 | $4.33M | 0.0% | -20.5% | 0.125% | |
| 2/17/2026 | Hilltop Holdings Inc. | 62,156 | $1.89M | 0.1% | N/A | 0.055% | |
| 2/17/2026 | Equitable Holdings Inc. | 101,644 | $3.10M | 0.0% | +65.9% | 0.089% | |
| 2/17/2026 | Trexquant Investment LP | 13,026 | $397K | 0.0% | +2.5% | 0.011% | |
| 2/17/2026 | FIL Ltd | 201,466 | $6.14M | 0.0% | -47.7% | 0.177% | |
| 2/17/2026 | Osaic Holdings Inc. | 618,505 | $18.83M | 0.0% | -4.8% | 0.544% | |
| 2/17/2026 | Advisory Services Network LLC | 74,026 | $2.25M | 0.0% | +8.6% | 0.065% | |