| 7/8/2026 | Rockland Trust Co. | 33,946 | $3.83M | 0.2% | -0.4% | 0.738% | |
| 7/2/2026 | CX Institutional | 6,540 | $738K | 0.0% | +3,090.2% | 0.142% | |
| 6/3/2026 | NewEdge Advisors LLC | 8,091 | $929K | 0.0% | -74.9% | 0.167% | |
| 5/19/2026 | NewEdge Advisors LLC | 8,091 | $929K | 0.0% | -74.9% | 0.167% | |
| 5/19/2026 | Bank of America Corp DE | 76,106 | $8.74M | 0.0% | -74.2% | 1.569% | |
| 5/18/2026 | Sunbelt Securities Inc. | 2,231 | $256K | 0.0% | -7.0% | 0.046% | |
| 5/18/2026 | Royal Bank of Canada | 5,068 | $583K | 0.0% | -5.1% | 0.104% | |
| 5/16/2026 | Quantinno Capital Management LP | 37,375 | $4.29M | 0.0% | -4.4% | 0.771% | |
| 5/13/2026 | Cetera Investment Advisers | 21,886 | $2.51M | 0.0% | -1.3% | 0.451% | |
| 5/8/2026 | One Charles Private Wealth Services LLC | 3,545 | $407K | 0.1% | +6.6% | 0.073% | |
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| 5/7/2026 | Parallel Advisors LLC | 1,514 | $174K | 0.0% | +19.2% | 0.031% | |
| 5/6/2026 | Bessemer Group Inc. | 5,487 | $630K | 0.0% | +6.7% | 0.113% | |
| 5/5/2026 | Sanctuary Advisors LLC | 2,662 | $306K | 0.0% | +49.0% | 0.055% | |
| 5/1/2026 | Fifth Third Bancorp | 1,854 | $213K | 0.0% | +31.2% | 0.038% | |
| 5/1/2026 | Corrado Advisors LLC | 31,874 | $3.66M | 1.9% | -17.3% | 0.657% | |
| 4/30/2026 | Hsbc Holdings PLC | 470,595 | $54.05M | 0.0% | -56.3% | 9.703% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 5,634 | $647K | 0.0% | -22.1% | 0.114% | |
| 4/22/2026 | Goodman Advisory Group LLC | 344 | $40K | 0.0% | N/A | 0.007% | |
| 4/22/2026 | Pictet Asset Management Holding SA | 230,310 | $25.66M | 0.0% | -40.2% | 4.653% | |
| 3/13/2026 | World Investment Advisors | 19,550 | $2.37M | 0.0% | +3.0% | 0.334% | |
| 3/9/2026 | Corient Private Wealth LLC | 27,267 | $3.31M | 0.0% | +2.3% | 0.466% | |
| 3/6/2026 | Hsbc Holdings PLC | 1,077,786 | $130.65M | 0.1% | -4.3% | 18.424% | |
| 2/20/2026 | Sunbelt Securities Inc. | 2,400 | $291K | 0.0% | +5.9% | 0.041% | |
| 2/19/2026 | Corient Private Wealth LLC | 27,267 | $3.31M | 0.0% | +2.3% | 0.466% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 4,854 | $588K | 0.0% | N/A | 0.083% | |
| 2/18/2026 | NewEdge Advisors LLC | 32,231 | $3.91M | 0.0% | -19.4% | 0.551% | |
| 2/17/2026 | Cetera Investment Advisers | 22,185 | $2.69M | 0.0% | +2.1% | 0.379% | |
| 2/17/2026 | GeoWealth Management LLC | 893 | $108K | 0.0% | -96.8% | 0.015% | |
| 2/17/2026 | Osaic Holdings Inc. | 4,505 | $546K | 0.0% | +5.5% | 0.077% | |
| 2/17/2026 | Advisory Services Network LLC | 13,074 | $1.59M | 0.0% | +1.3% | 0.223% | |
| 2/17/2026 | &PARTNERS | 2,285 | $277K | 0.0% | +26.7% | 0.039% | |
| 2/17/2026 | Royal Bank of Canada | 5,343 | $647K | 0.0% | +32.6% | 0.091% | |
| 2/16/2026 | MML Investors Services LLC | 25,557 | $3.10M | 0.0% | +37.6% | 0.437% | |
| 2/16/2026 | KCM Investment Advisors LLC | 1,658 | $201K | 0.0% | N/A | 0.028% | |
| 2/16/2026 | Destination Wealth Management | 72,958 | $8.84M | 0.2% | -8.5% | 1.247% | |
| 2/13/2026 | Kestra Advisory Services LLC | 256 | $31K | 0.0% | N/A | 0.004% | |
| 2/13/2026 | Stifel Financial Corp | 2,617 | $317K | 0.0% | +11.3% | 0.045% | |
| 2/13/2026 | Vivaldi Capital Management LP | 2,233 | $271K | 0.0% | +4.6% | 0.038% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 15,056 | $1.83M | 0.0% | -0.6% | 0.257% | |
| 2/13/2026 | Wells Fargo & Company MN | 100,476 | $12.18M | 0.0% | +13.4% | 1.718% | |
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| 2/13/2026 | Summit Financial LLC | 8,092 | $981K | 0.0% | N/A | 0.138% | |
| 2/12/2026 | Jane Street Group LLC | 7,971 | $966K | 0.0% | -49.9% | 0.136% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 3,146 | $381K | 0.0% | -26.5% | 0.054% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 7,234 | $877K | 0.0% | -2.7% | 0.124% | |
| 2/11/2026 | Cerity Partners LLC | 18,143 | $2.20M | 0.0% | -0.5% | 0.310% | |
| 2/11/2026 | LPL Financial LLC | 88,079 | $10.68M | 0.0% | +19.7% | 1.506% | |
| 2/11/2026 | HC Advisors LLC | 25,645 | $3.11M | 2.2% | -1.2% | 0.438% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 2,880 | $349K | 0.0% | +9.7% | 0.049% | |
| 2/10/2026 | Corrado Advisors LLC | 38,549 | $4.67M | 2.3% | +3.7% | 0.659% | |
| 2/6/2026 | One Charles Private Wealth Services LLC | 3,326 | $403K | 0.1% | -10.9% | 0.057% | |
| 2/6/2026 | IFP Advisors Inc | 52,228 | $6.33M | 0.1% | +30,089.6% | 0.893% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 2,500 | $303K | 0.0% | N/A | 0.043% | |
| 2/6/2026 | Csenge Advisory Group | 1,756 | $213K | 0.0% | N/A | 0.030% | |
| 2/6/2026 | HighTower Advisors LLC | 153,911 | $18.66M | 0.0% | +9,233.6% | 2.631% | |
| 2/5/2026 | AlphaCore Capital LLC | 484 | $59K | 0.0% | +4,300.0% | 0.008% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 32,634 | $3.88M | 0.0% | +21,369.7% | 0.558% | |
| 2/4/2026 | World Investment Advisors | 19,550 | $2.37M | 0.0% | +3.0% | 0.334% | |
| 1/30/2026 | North Star Investment Management Corp. | 834 | $101K | 0.0% | -26.8% | 0.014% | |
| 1/29/2026 | Pictet Asset Management Holding SA | 385,010 | $46.63M | 0.0% | +16.6% | 6.581% | |
| 1/29/2026 | UBS Group AG | 21,407 | $2.60M | 0.0% | -19.8% | 0.366% | |
| 1/27/2026 | Financial Management Professionals Inc. | 18,594 | $2.25M | 0.2% | N/A | 0.318% | |
| 1/26/2026 | AE Wealth Management LLC | 50,177 | $6.08M | 0.0% | +10.6% | 0.865% | |
| 1/26/2026 | Sightline Wealth Advisors LLC | 2,017 | $245K | 0.1% | N/A | 0.035% | |
| 1/26/2026 | Slow Capital Inc. | 17,810 | $2.16M | 0.3% | -8.7% | 0.307% | |
| 1/23/2026 | Transcend Capital Advisors LLC | 2,687 | $326K | 0.0% | +4.0% | 0.047% | |
| 1/21/2026 | Sowell Financial Services LLC | 12,738 | $1.54M | 0.1% | +3.3% | 0.222% | |
| 1/20/2026 | Meridian Investment Counsel Inc. | 6,500 | $788K | 0.2% | -3.0% | 0.109% | |
| 1/15/2026 | Rockland Trust Co. | 36,165 | $4.38M | 0.2% | -2.5% | 0.593% | |
| 1/14/2026 | Tiller Private Wealth Inc. | 3,155 | $382K | 0.1% | +9.9% | 0.052% | |
| 1/13/2026 | Cadent Capital Advisors LLC | 4,755 | $576K | 0.1% | +27.3% | 0.073% | |
| 1/12/2026 | Paragon Advisors LLC | 21,567 | $2.61M | 0.7% | N/A | 0.329% | |
| 1/1/2026 | JPMorgan Chase & Co. | 19,168 | $2.37M | 0.0% | -23.9% | 0.276% | |
| 11/19/2025 | Sunbelt Securities Inc. | 2,267 | $280K | 0.0% | -7.5% | 0.033% | |
| 11/18/2025 | Advisory Services Network LLC | 12,900 | $1.59M | 0.0% | +12.5% | 0.186% | |
| 11/17/2025 | NewEdge Advisors LLC | 40,010 | $4.95M | 0.0% | +33.3% | 0.576% | |
| 11/17/2025 | Susquehanna International Group LLP | 5,397 | $667K | 0.0% | +31.5% | 0.078% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 15,146 | $1.87M | 0.0% | -3.2% | 0.218% | |
| 11/17/2025 | Flow Traders U.S. LLC | 2,093 | $259K | 0.0% | -95.0% | 0.030% | |
| 11/17/2025 | Destination Wealth Management | 79,706 | $9.85M | 0.3% | -1.5% | 1.147% | |
| 11/17/2025 | Citadel Advisors LLC | 20,337 | $2.51M | 0.0% | N/A | 0.293% | |
| 11/17/2025 | Bank of America Corp DE | 275,904 | $34.10M | 0.0% | -6.7% | 3.970% | |
| 11/14/2025 | Raymond James Financial Inc. | 13,050 | $1.61M | 0.0% | +2.5% | 0.188% | |
| 11/14/2025 | PGIM Custom Harvest LLC | 398,705 | $49.28M | 0.7% | -0.1% | 5.737% | |
| 11/13/2025 | GeoWealth Management LLC | 28,177 | $3.48M | 0.1% | +82.3% | 0.405% | |
| 11/13/2025 | UBS Group AG | 26,682 | $3.30M | 0.0% | -4.8% | 0.384% | |
| 11/12/2025 | Per Stirling Capital Management LLC. | 11,711 | $1.45M | 0.2% | -21.1% | 0.169% | |
| 11/12/2025 | One Charles Private Wealth Services LLC | 3,734 | $461K | 0.1% | -6.4% | 0.054% | |
| 11/12/2025 | Journey Strategic Wealth LLC | 22,938 | $2.84M | 0.1% | -3.7% | 0.330% | |
| 11/10/2025 | MAI Capital Management | 6,779 | $838K | 0.0% | -1.5% | 0.098% | |
| 11/7/2025 | HC Advisors LLC | 25,948 | $3.21M | 2.3% | -7.3% | 0.373% | |
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| 11/7/2025 | Fifth Third Bancorp | 1,413 | $175K | 0.0% | +27.5% | 0.020% | |
| 11/7/2025 | JPMorgan Chase & Co. | 19,168 | $2.37M | 0.0% | -23.9% | 0.276% | |
| 11/6/2025 | Midwest Trust Co | 6,000 | $742K | 0.0% | -4.0% | 0.086% | |
| 11/6/2025 | Rockland Trust Co. | 37,096 | $4.59M | 0.2% | -4.3% | 0.534% | |
| 11/5/2025 | Smartleaf Asset Management LLC | 266 | $33K | 0.0% | N/A | 0.004% | |
| 11/5/2025 | J.W. Cole Advisors Inc. | 2,625 | $324K | 0.0% | +4.6% | 0.038% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 10,105 | $1.25M | 0.0% | +5.8% | 0.145% | |
| 11/4/2025 | Jones Financial Companies Lllp | 9,255 | $1.15M | 0.0% | +30.5% | 0.133% | |
| 11/4/2025 | Transcend Capital Advisors LLC | 2,584 | $319K | 0.0% | +3.8% | 0.037% | |
| 11/4/2025 | Thrivent Financial for Lutherans | 10,447 | $1.29M | 0.0% | -4.7% | 0.150% | |