| 6/3/2026 | DV Trading LLC | 9,067 | $857K | 0.0% | +91.3% | 0.022% | |
| 6/3/2026 | NewEdge Advisors LLC | 3,207 | $303K | 0.0% | -8.3% | 0.008% | |
| 6/1/2026 | Keel Point LLC | 11,810 | $1.12M | 0.1% | +56.7% | 0.029% | |
| 5/29/2026 | Krane Financial Solutions LLC | 20,350 | $1.92M | 1.3% | N/A | 0.050% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 19,819 | $1.87M | 0.2% | -4.6% | 0.048% | |
| 5/19/2026 | Western Wealth Management LLC | 263 | $25K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | NewEdge Advisors LLC | 2,152 | $203K | 0.0% | -38.4% | 0.005% | |
| 5/19/2026 | Bank of America Corp DE | 1,292,491 | $122.22M | 0.0% | +12.7% | 3.160% | |
| 5/19/2026 | Edgestream Partners L.P. | 12,366 | $1.17M | 0.0% | +111.1% | 0.030% | |
| 5/19/2026 | Arkadios Wealth Advisors | 3,093 | $292K | 0.0% | N/A | 0.008% | |
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| 5/18/2026 | Sunbelt Securities Inc. | 376 | $36K | 0.0% | +3,660.0% | 0.001% | |
| 5/16/2026 | Quantinno Capital Management LP | 2,890 | $273K | 0.0% | N/A | 0.007% | |
| 5/15/2026 | Waverly Advisors LLC | 31,493 | $2.98M | 0.0% | +8.7% | 0.077% | |
| 5/15/2026 | TCM Advisors LLC | 31,293 | $2.96M | 0.2% | +2.3% | 0.077% | |
| 5/14/2026 | Gamco Investors INC. ET AL | 3,298 | $312K | 0.0% | +46.1% | 0.008% | |
| 5/14/2026 | Modern Wealth Management LLC | 45,041 | $4.27M | 0.1% | +9.0% | 0.110% | |
| 5/14/2026 | Bank of Nova Scotia | 45,960 | $4.35M | 0.0% | N/A | 0.112% | |
| 5/14/2026 | Lido Advisors LLC | 15,340 | $1.45M | 0.0% | -0.7% | 0.038% | |
| 5/14/2026 | Walleye Capital LLC | 180,000 | $17.02M | 0.1% | +1,623.5% | 0.440% | |
| 5/13/2026 | Cetera Investment Advisers | 81,813 | $7.74M | 0.0% | +42.1% | 0.200% | |
| 5/13/2026 | Measured Wealth Private Client Group LLC | 27,171 | $2.57M | 0.7% | -2.6% | 0.066% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 371,109 | $35.09M | 0.0% | -1.4% | 0.907% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 815 | $77K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | Audent Global Asset Management LLC | 3,378 | $319K | 0.3% | -21.9% | 0.008% | |
| 5/6/2026 | Modera Wealth Management LLC | 5,871 | $555K | 0.0% | -14.3% | 0.014% | |
| 5/6/2026 | Advisortrust Partners LLC | 622 | $59K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | Gould Asset Management LLC CA | 6,690 | $633K | 0.1% | -1.7% | 0.016% | |
| 5/6/2026 | Bessemer Group Inc. | 1,933 | $183K | 0.0% | -61.3% | 0.005% | |
| 5/5/2026 | D.A. Davidson & CO. | 4,558 | $431K | 0.0% | +13.6% | 0.011% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 9,617 | $909K | 0.0% | +82.3% | 0.024% | |
| 5/5/2026 | Sigma Planning Corp | 2,541 | $240K | 0.0% | N/A | 0.006% | |
| 5/5/2026 | Adell Harriman & Carpenter Inc. | 6,528 | $617K | 0.0% | -14.3% | 0.016% | |
| 5/5/2026 | Checchi Capital Advisers LLC | 34,843 | $3.30M | 0.2% | -5.7% | 0.085% | |
| 5/5/2026 | Nwam LLC | 6,557 | $620K | 0.0% | -5.1% | 0.016% | |
| 5/5/2026 | Broadview Financial Management LLC | 21,091 | $1.99M | 1.4% | +2.0% | 0.052% | |
| 5/4/2026 | Principal Financial Group Inc. | 6,109 | $578K | 0.0% | -93.5% | 0.015% | |
| 5/4/2026 | Lifeworks Advisors LLC | 3,730 | $353K | 0.0% | -67.4% | 0.009% | |
| 5/1/2026 | Fifth Third Bancorp | 24,279 | $2.30M | 0.0% | +5,939.6% | 0.059% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 11,391 | $1.08M | 0.0% | -10.6% | 0.029% | |
| 5/1/2026 | Paladin Advisory Group LLC | 3,444 | $326K | 0.2% | -6.8% | 0.009% | |
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| 4/30/2026 | Hsbc Holdings PLC | 2,148 | $203K | 0.0% | -99.9% | 0.005% | |
| 4/30/2026 | Kestra Advisory Services LLC | 27,723 | $2.62M | 0.0% | +10.7% | 0.069% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 30,091 | $2.85M | 0.1% | -1.4% | 0.075% | |
| 4/29/2026 | Integrated Advisors Network LLC | 7,503 | $709K | 0.0% | -43.5% | 0.019% | |
| 4/29/2026 | Sage Rhino Capital LLC | 31,706 | $3.00M | 0.6% | +24.2% | 0.079% | |
| 4/28/2026 | Stephens Inc. AR | 34,601 | $3.27M | 0.0% | -1.0% | 0.087% | |
| 4/28/2026 | Forte Asset Management LLC | 36,008 | $3.41M | 1.5% | +5.5% | 0.093% | |
| 4/27/2026 | HB Wealth Management LLC | 11,077 | $1.05M | 0.0% | -4.5% | 0.029% | |
| 4/27/2026 | Sierra Ocean LLC | 2,773 | $262K | 0.2% | +13.7% | 0.007% | |
| 4/27/2026 | BIP Wealth LLC | 2,359 | $223K | 0.0% | N/A | 0.006% | |
| 4/27/2026 | Private Advisor Group LLC | 14,589 | $1.38M | 0.0% | -2.0% | 0.038% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 5,439 | $514K | 0.0% | +21.9% | 0.014% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 991 | $94K | 0.0% | -20.3% | 0.003% | |
| 4/24/2026 | Canton Hathaway LLC | 21,884 | $2.07M | 0.4% | +7.2% | 0.057% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 3,816 | $361K | 0.0% | -9.5% | 0.010% | |
| 4/23/2026 | Kohmann Bosshard Financial Services LLC | 1,752 | $166K | 0.0% | -10.2% | 0.005% | |
| 4/23/2026 | Financial & Tax Architects LLC | 12,178 | $1.15M | 0.3% | +7.7% | 0.032% | |
| 4/23/2026 | Flagstar Advisors Inc. | 6,289 | $595K | 0.2% | -3.3% | 0.016% | |
| 4/22/2026 | DDFG Inc | 99,025 | $9.36M | 2.0% | +7.0% | 0.259% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 7,680 | $726K | 0.0% | -3.5% | 0.020% | |
| 4/22/2026 | Union Bancaire Privee UBP SA | 4,756 | $443K | 0.0% | N/A | 0.012% | |
| 4/21/2026 | First United Bank & Trust | 624 | $59K | 0.0% | -19.4% | 0.002% | |
| 4/21/2026 | Unique Wealth LLC | 91,537 | $8.66M | 1.2% | +6.3% | 0.223% | |
| 4/21/2026 | WealthNavi Inc. | 6,010,249 | $568.33M | 4.9% | +2.9% | 14.641% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 26,764 | $2.53M | 0.2% | -0.5% | 0.065% | |
| 4/20/2026 | Independence Wealth Advisors LLC | 5,600 | $530K | 0.3% | +3.6% | 0.014% | |
| 4/20/2026 | Apella Capital LLC | 13,376 | $1.38M | 0.0% | +14.6% | 0.033% | |
| 4/18/2026 | Faithward Advisors LLC | 10,079 | $953K | 0.1% | +6.5% | 0.024% | |
| 4/16/2026 | SG Americas Securities LLC | 403,457 | $38.15M | 0.0% | +123.4% | 0.968% | |
| 4/16/2026 | Upper Left Wealth Management LLC | 14,080 | $1.33M | 0.8% | -1.2% | 0.034% | |
| 4/16/2026 | Allegheny Financial Group | 35,677 | $3.37M | 0.5% | +2.8% | 0.086% | |
| 3/20/2026 | Hsbc Holdings PLC | 4,245,726 | $399.72M | 0.2% | N/A | 10.025% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 88,782 | $8.34M | 0.0% | -13.6% | 0.210% | |
| 3/9/2026 | Corient Private Wealth LLC | 38,089 | $3.64M | 0.0% | +21.0% | 0.090% | |
| 3/6/2026 | Hsbc Holdings PLC | 4,245,726 | $399.72M | 0.2% | N/A | 10.025% | |
| 3/4/2026 | Pure Financial Advisors LLC | 6,212 | $583K | 0.0% | -5.4% | 0.015% | |
| 3/4/2026 | Rehmann Capital Advisory Group | 11,954 | $1.12M | 0.1% | +17.8% | 0.028% | |
| 2/19/2026 | Compound Planning Inc. | 2,785 | $261K | 0.0% | -29.6% | 0.007% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 30,509 | $2.86M | 0.0% | +31.5% | 0.072% | |
| 2/19/2026 | Corient Private Wealth LLC | 38,089 | $3.55M | 0.0% | +21.0% | 0.090% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 373,524 | $35.07M | 0.1% | +1.5% | 0.882% | |
| 2/18/2026 | EP Wealth Advisors LLC | 2,522 | $237K | 0.0% | N/A | 0.006% | |
| 2/18/2026 | CTC Alternative Strategies Ltd. | 14,600 | $1.37M | 2.6% | N/A | 0.034% | |
| 2/18/2026 | NewEdge Advisors LLC | 3,496 | $328K | 0.0% | -12.7% | 0.008% | |
| 2/18/2026 | Toronto Dominion Bank | 9,900 | $930K | 0.0% | +141.5% | 0.023% | |
| 2/18/2026 | Banco Bilbao Vizcaya Argentaria S.A. | 20,239 | $1.90M | 0.0% | -32.2% | 0.048% | |
| 2/17/2026 | Integrated Advisors Network LLC | 13,272 | $1.25M | 0.1% | -9.8% | 0.031% | |
| 2/17/2026 | J. Goldman & Co LP | 46,342 | $4.35M | 0.1% | -79.7% | 0.109% | |
| 2/17/2026 | AQR Capital Management LLC | 3,116 | $293K | 0.0% | N/A | 0.007% | |
| 2/17/2026 | Cetera Investment Advisers | 57,564 | $5.41M | 0.0% | +2.0% | 0.136% | |
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| 2/17/2026 | Equitable Holdings Inc. | 3,316 | $311K | 0.0% | -8.6% | 0.008% | |
| 2/17/2026 | Nepc LLC | 21,747 | $2.04M | 0.0% | +0.9% | 0.051% | |
| 2/17/2026 | Jump Financial LLC | 41,005 | $3.85M | 0.0% | -11.6% | 0.097% | |
| 2/17/2026 | Price T Rowe Associates Inc. MD | 2,942,928 | $276.31M | 0.0% | N/A | 6.949% | |
| 2/17/2026 | Osaic Holdings Inc. | 40,357 | $3.79M | 0.0% | -26.7% | 0.095% | |
| 2/17/2026 | Advisory Services Network LLC | 4,777 | $449K | 0.0% | -14.9% | 0.011% | |
| 2/17/2026 | Tower Research Capital LLC TRC | 31,384 | $2.95M | 0.1% | +166.6% | 0.074% | |
| 2/17/2026 | Running Point Capital Advisors LLC | 39,223 | $3.68M | 1.0% | -23.5% | 0.093% | |
| 2/17/2026 | Captrust Financial Advisors | 10,107 | $949K | 0.0% | +5.5% | 0.024% | |
| 2/17/2026 | &PARTNERS | 4,554 | $428K | 0.0% | -11.8% | 0.011% | |