| 7/10/2026 | Doliver Advisors LP | 3,210 | $642K | 0.1% | +59.8% | 0.042% | |
| 7/10/2026 | Peoples Bank KS | 3,750 | $750K | 0.7% | -6.3% | 0.049% | |
| 7/10/2026 | Camelot Technology Advisors Inc. | 18,894 | $3.78M | 2.5% | +0.7% | 0.249% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 1,293 | $259K | 0.0% | N/A | 0.017% | |
| 7/8/2026 | Finley Financial LLC | 32,170 | $6.44M | 2.6% | -0.2% | 0.423% | |
| 7/8/2026 | Evanson Financial LLC | 14,272 | $2.86M | 0.1% | N/A | 0.188% | |
| 7/8/2026 | Eclectic Associates Inc. ADV | 5,262 | $1.05M | 0.1% | +3.8% | 0.069% | |
| 7/7/2026 | CoreCap Advisors LLC | 1,313 | $263K | 0.0% | -15.6% | 0.017% | |
| 6/3/2026 | NewEdge Advisors LLC | 12,703 | $2.03M | 0.0% | +523.9% | 0.167% | |
| 5/29/2026 | Mullaney Keating & Wright Inc. | 2,706 | $432K | 0.2% | +42.7% | 0.036% | |
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| 5/19/2026 | Bank of America Corp DE | 235,188 | $37.54M | 0.0% | +10.5% | 3.095% | |
| 5/19/2026 | Genesis Financial Group LLC | 11,300 | $1.80M | 1.1% | +158.3% | 0.149% | |
| 5/19/2026 | Arkadios Wealth Advisors | 1,332 | $213K | 0.0% | N/A | 0.018% | |
| 5/18/2026 | Royal Bank of Canada | 32,666 | $5.21M | 0.0% | +8.2% | 0.430% | |
| 5/16/2026 | Quantinno Capital Management LP | 7,422 | $1.19M | 0.0% | +35.2% | 0.098% | |
| 5/14/2026 | Rockbridge Investment Management LCC | 12,669 | $2.02M | 0.2% | -4.8% | 0.167% | |
| 5/14/2026 | Lido Advisors LLC | 8,965 | $1.43M | 0.0% | +43.3% | 0.118% | |
| 5/13/2026 | Cetera Investment Advisers | 108,219 | $17.27M | 0.0% | +14.3% | 1.424% | |
| 5/13/2026 | Sachem Hill LLC | 60,448 | $9.65M | 1.9% | -1.0% | 0.795% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 41,820 | $6.68M | 0.2% | -3.8% | 0.550% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 891 | $142K | 0.0% | -6.6% | 0.012% | |
| 5/7/2026 | Sentinel Trust Co. LBA | 68,106 | $10.87M | 1.1% | +28.6% | 0.896% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 1,716 | $274K | 0.0% | -17.9% | 0.023% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 951 | $154K | 0.0% | N/A | 0.013% | |
| 5/5/2026 | Bank of New York Mellon Corp | 2,091 | $334K | 0.0% | -12.2% | 0.028% | |
| 5/5/2026 | Robinson Value Management Ltd. | 9,265 | $1.48M | 0.8% | N/A | 0.122% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 754 | $120K | 0.0% | -94.3% | 0.010% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 140,664 | $22.45M | 0.4% | -3.7% | 1.851% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 99,610 | $15.90M | 0.3% | +4.4% | 1.311% | |
| 5/1/2026 | Fifth Third Bancorp | 392 | $63K | 0.0% | +1,206.7% | 0.005% | |
| 5/1/2026 | WealthShield Partners LLC | 23,076 | $3.68M | 0.4% | +2.0% | 0.304% | |
| 5/1/2026 | Simplicity Wealth LLC | 5,669 | $905K | 0.1% | N/A | 0.074% | |
| 4/30/2026 | First Horizon Corp | 1,595 | $255K | 0.0% | -21.0% | 0.021% | |
| 4/30/2026 | Kestra Advisory Services LLC | 5,887 | $940K | 0.0% | -3.5% | 0.077% | |
| 4/30/2026 | Efficient Advisors LLC | 16,006 | $2.56M | 0.2% | -8.4% | 0.209% | |
| 4/30/2026 | Frank Rimerman Advisors LLC | 47,168 | $7.53M | 0.5% | -3.3% | 0.617% | |
| 4/29/2026 | Capstone Wealth Management Group LLC | 14,930 | $2.38M | 1.0% | N/A | 0.195% | |
| 4/29/2026 | Integrated Advisors Network LLC | 1,456 | $232K | 0.0% | -4.1% | 0.019% | |
| 4/29/2026 | Sage Rhino Capital LLC | 3,075 | $491K | 0.1% | +85.5% | 0.040% | |
| 4/29/2026 | Dumont & Blake Investment Advisors LLC | 38,922 | $6.21M | 1.6% | -4.3% | 0.509% | |
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| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 164,721 | $26.90M | 0.6% | +134.6% | 2.153% | |
| 4/28/2026 | Whittier Trust Co. | 323,937 | $52.90M | 0.6% | +168.8% | 4.234% | |
| 4/25/2026 | Keybank National Association OH | 3,377 | $539K | 0.0% | -8.5% | 0.044% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 7,743 | $1.24M | 0.2% | -2.2% | 0.100% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 170 | $27K | 0.0% | +325.0% | 0.002% | |
| 4/23/2026 | Noble Family Wealth LLC | 20,998 | $3.35M | 0.7% | -1.5% | 0.271% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 2,046 | $327K | 0.0% | N/A | 0.026% | |
| 4/20/2026 | Factor Wealth Management LTD | 2,051 | $327K | 0.1% | +4.8% | 0.027% | |
| 4/17/2026 | Halbert Hargrove Global Advisors LLC | 84,985 | $13.56M | 0.7% | -2.6% | 1.126% | |
| 4/17/2026 | Ballentine Capital Advisors Inc | 1,262 | $202K | 0.1% | N/A | 0.017% | |
| 4/17/2026 | Ocean Park Asset Management LLC | 2,837 | $453K | 0.0% | N/A | 0.038% | |
| 4/17/2026 | XML Financial LLC | 1,838 | $293K | 0.0% | N/A | 0.024% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 992 | $156K | 0.0% | -11.2% | 0.013% | |
| 3/9/2026 | Corient Private Wealth LLC | 177,674 | $28.02M | 0.0% | +18.5% | 2.307% | |
| 3/9/2026 | EMC Capital Management | 11,741 | $1.85M | 0.8% | N/A | 0.152% | |
| 2/20/2026 | Sunbelt Securities Inc. | 1,559 | $246K | 0.0% | N/A | 0.020% | |
| 2/19/2026 | Corient Private Wealth LLC | 177,674 | $28.02M | 0.0% | +18.5% | 2.307% | |
| 2/18/2026 | Ameriflex Group Inc. | 485 | $76K | 0.0% | N/A | 0.006% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 3,924 | $619K | 0.0% | -12.7% | 0.051% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 16,051 | $2.53M | 0.0% | N/A | 0.208% | |
| 2/18/2026 | NewEdge Advisors LLC | 2,036 | $321K | 0.0% | +1,257.3% | 0.026% | |
| 2/18/2026 | Crusonia Wealth Advisors LLC | 2,396 | $378K | 0.1% | N/A | 0.031% | |
| 2/18/2026 | IHT Wealth Management LLC | 1,406 | $222K | 0.0% | N/A | 0.018% | |
| 2/17/2026 | Integrated Advisors Network LLC | 1,518 | $239K | 0.0% | N/A | 0.020% | |
| 2/17/2026 | AQR Capital Management LLC | 7,270 | $1.15M | 0.0% | +12.4% | 0.094% | |
| 2/17/2026 | Cetera Investment Advisers | 94,699 | $14.93M | 0.0% | -1.6% | 1.230% | |
| 2/17/2026 | FIL Ltd | 61,271 | $9.66M | 0.0% | +1,350.9% | 0.796% | |
| 2/17/2026 | Regal Investment Advisors LLC | 21,663 | $3.42M | 0.2% | -5.7% | 0.281% | |
| 2/17/2026 | Osaic Holdings Inc. | 19,304 | $3.05M | 0.0% | +35.0% | 0.251% | |
| 2/17/2026 | Captrust Financial Advisors | 5,722 | $902K | 0.0% | +4.6% | 0.074% | |
| 2/17/2026 | Blair William & Co. IL | 355 | $56K | 0.0% | N/A | 0.005% | |
| 2/17/2026 | Royal Bank of Canada | 30,179 | $4.76M | 0.0% | +9.1% | 0.392% | |
| 2/17/2026 | Rice Hall James & Associates LLC | 28,750 | $4.53M | 0.2% | N/A | 0.373% | |
| 2/16/2026 | MML Investors Services LLC | 6,320 | $997K | 0.0% | +80.5% | 0.082% | |
| 2/16/2026 | Mariner LLC | 6,919 | $1.09M | 0.0% | -12.1% | 0.090% | |
| 2/16/2026 | Cornerstone Financial Management LLC | 1,328 | $209K | 0.2% | N/A | 0.017% | |
| 2/16/2026 | Arax Advisory Partners | 804 | $127K | 0.0% | N/A | 0.010% | |
| 2/13/2026 | Kestra Advisory Services LLC | 6,103 | $962K | 0.0% | +7.4% | 0.079% | |
| 2/13/2026 | Johnson Investment Counsel Inc. | 25,588 | $4.04M | 0.0% | -1.2% | 0.332% | |
| 2/13/2026 | Stifel Financial Corp | 1,339 | $211K | 0.0% | N/A | 0.017% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 1,356 | $214K | 0.0% | -9.4% | 0.018% | |
| 2/13/2026 | Wells Fargo & Company MN | 96,886 | $15.28M | 0.0% | +4.1% | 1.258% | |
| 2/13/2026 | Wealthspire Advisors LLC | 1,643 | $259K | 0.0% | -49.9% | 0.021% | |
| 2/13/2026 | Summit Financial LLC | 1,380 | $218K | 0.0% | -53.4% | 0.018% | |
| 2/13/2026 | M1 Capital Management LLC | 15,309 | $2.41M | 1.0% | -6.5% | 0.199% | |
| 2/12/2026 | HRT Financial LP | 4,601 | $725K | 0.0% | +9.7% | 0.060% | |
| 2/12/2026 | Litman Gregory Wealth Management LLC | 294 | $46K | 0.0% | N/A | 0.004% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 17,158 | $2.71M | 0.0% | -6.9% | 0.223% | |
| 2/12/2026 | Sachem Hill LLC | 61,034 | $9.63M | 1.9% | -0.4% | 0.793% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 407 | $64K | 0.0% | -76.5% | 0.005% | |
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| 2/12/2026 | Granite Investment Partners LLC | 360 | $57K | 0.0% | N/A | 0.005% | |
| 2/12/2026 | Bank of Montreal Can | 114,239 | $18.02M | 0.0% | -1.5% | 1.484% | |
| 2/12/2026 | William Allan Corp | 1,374 | $217K | 0.1% | N/A | 0.018% | |
| 2/11/2026 | Simplex Trading LLC | 1,233 | $194K | 0.0% | +608.6% | 0.016% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 3,015 | $476K | 0.0% | -16.3% | 0.039% | |
| 2/11/2026 | Cerity Partners LLC | 1,327 | $209K | 0.0% | -5.2% | 0.017% | |
| 2/11/2026 | LPL Financial LLC | 112,004 | $17.66M | 0.0% | -3.4% | 1.455% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 16,571 | $2.61M | 0.0% | +0.6% | 0.215% | |
| 2/11/2026 | JPMorgan Chase & Co. | 39,124 | $6.17M | 0.0% | -0.8% | 0.508% | |
| 2/11/2026 | SFI Advisors LLC | 7,924 | $1.25M | 0.8% | -9.5% | 0.103% | |