| 8/27/2026 | Corient Private Wealth LP | 102,642 | $5.80M | 0.0% | -16.9% | 0.013% | |
| 8/27/2026 | Tucker Asset Management LLC | 34,008 | $1.92M | 0.5% | +42.1% | 0.004% | |
| 8/25/2026 | Tobias Financial Advisors Inc. | 310,180 | $17.52M | 2.1% | +1.5% | 0.039% | |
| 8/23/2026 | Studio Investment Management LLC | 54,050 | $3.05M | 0.5% | +194.0% | 0.007% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 84,240 | $4.76M | 0.1% | +280.6% | 0.011% | |
| 8/23/2026 | Guardian Wealth Advisors LLC NC | 180,861 | $10.22M | 0.6% | -7.8% | 0.023% | |
| 8/23/2026 | Sovereign Investment Advisors LLC | 9,327 | $527K | 0.1% | +31.7% | 0.001% | |
| 8/23/2026 | Kraematon Investment Advisors Inc. | 14,417 | $814K | 0.6% | -2.9% | 0.002% | |
| 8/23/2026 | HB Wealth Management LLC | 12,780 | $722K | 0.0% | -54.4% | 0.002% | |
| 8/23/2026 | Northeast Planning Associates INC. NH | 6,325 | $329K | 0.2% | N/A | 0.001% | |
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| 8/23/2026 | Asset Allocation Strategies LLC | 95,438 | $5.39M | 0.8% | +4.4% | 0.012% | |
| 8/23/2026 | Angeles Wealth Management LLC | 4,475 | $253K | 0.0% | +1,018.8% | 0.001% | |
| 8/23/2026 | Unique Wealth LLC | 36,677 | $2.07M | 0.2% | +110.0% | 0.005% | |
| 8/22/2026 | Rose Capital Advisors LLC | 13,100 | $740K | 0.4% | N/A | 0.002% | |
| 8/22/2026 | Compass Financial Management LLC | 14,936 | $854K | 0.1% | N/A | 0.002% | |
| 8/22/2026 | NBH Bank | 483 | $27K | 0.0% | N/A | 0.000% | |
| 8/22/2026 | Markowski Investments | 28,886 | $1.63M | 0.4% | N/A | 0.004% | |
| 8/22/2026 | Strive Financial Group LLC | 3,597 | $203K | 0.1% | +60.7% | 0.000% | |
| 8/22/2026 | MOR Wealth Management LLC | 77,612 | $4.38M | 1.8% | -1.4% | 0.010% | |
| 8/22/2026 | Aureum Wealth Management LLC | 117,157 | $6.62M | 4.1% | +4.6% | 0.015% | |
| 8/22/2026 | Elevation Wealth Management LLC | 21,542 | $1.22M | 0.9% | -7.7% | 0.003% | |
| 8/22/2026 | Shum Financial Group Inc. | 10,654 | $602K | 0.3% | +13.7% | 0.001% | |
| 8/22/2026 | SMART Wealth LLC | 143,327 | $8.10M | 1.8% | +32.3% | 0.018% | |
| 8/22/2026 | Comprehensive Financial Planning Inc. PA | 8,226 | $465K | 0.2% | -9.3% | 0.001% | |
| 8/22/2026 | Investor s Fiduciary Advisor Network LLC | 25,555 | $1.44M | 0.5% | -20.2% | 0.003% | |
| 8/22/2026 | Legacy Wealth Managment LLC ID | 25,302 | $1.43M | 0.6% | +2,356.5% | 0.003% | |
| 8/22/2026 | NWF Advisory Services Inc. | 144,285 | $8.15M | 0.8% | -3.3% | 0.018% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 178,262 | $10.00M | 0.0% | +1.1% | 0.022% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 216,817 | $12.25M | 0.1% | +32.1% | 0.027% | |
| 8/22/2026 | Prosperitas Financial LLC | 28,691 | $1.62M | 0.5% | +8.2% | 0.004% | |
| 8/22/2026 | Power Wealth Management LLC | 198,717 | $11.22M | 3.9% | +2.3% | 0.025% | |
| 8/21/2026 | High Net Worth Advisory Group LLC | 147,628 | $8.34M | 1.8% | -9.9% | 0.019% | |
| 8/21/2026 | KFG Wealth Management LLC | 121,768 | $6.88M | 0.8% | +13.5% | 0.015% | |
| 8/21/2026 | Lowery Thomas LLC | 80,090 | $4.52M | 2.2% | +1.2% | 0.010% | |
| 8/21/2026 | Fairway Financial LLC | 72,062 | $4.07M | 2.8% | +3.0% | 0.009% | |
| 8/21/2026 | Smallwood Wealth Investment Management LLC | 25,631 | $1.45M | 0.7% | +13.9% | 0.003% | |
| 8/21/2026 | Continuum Advisory LLC | 90,569 | $5.12M | 0.4% | -15.4% | 0.011% | |
| 8/21/2026 | Round Rock Advisors LLC | 33,020 | $1.87M | 0.2% | -2.6% | 0.004% | |
| 8/21/2026 | Coppell Advisory Solutions LLC | 34,280 | $1.94M | 0.4% | N/A | 0.004% | |
| 8/21/2026 | MBA Advisors LLC | 188,376 | $10.64M | 3.5% | +12.4% | 0.024% | |
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| 8/21/2026 | Atticus Wealth Management LLC | 12,654 | $715K | 0.2% | +2.6% | 0.002% | |
| 8/21/2026 | SkyOak Wealth LLC | 78,136 | $4.41M | 0.7% | +32.8% | 0.010% | |
| 8/21/2026 | XML Financial LLC | 25,710 | $1.45M | 0.1% | -16.0% | 0.003% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 360,022 | $20.33M | 4.0% | +2.0% | 0.045% | |
| 8/21/2026 | Lionsbridge Wealth Management LLC | 7,258 | $410K | 0.4% | -45.6% | 0.001% | |
| 8/21/2026 | Requisite Capital Management LLC | 509,299 | $28.77M | 4.8% | +73.8% | 0.064% | |
| 8/21/2026 | Midwest Professional Planners LTD. | 35,967 | $2.03M | 0.4% | +12.6% | 0.005% | |
| 8/21/2026 | Acorn Wealth Advisors LLC | 7,307 | $413K | 0.1% | -78.5% | 0.001% | |
| 8/21/2026 | Keeler Thomas Management LLC | 51,005 | $2.88M | 1.0% | N/A | 0.006% | |
| 8/21/2026 | Triumph Capital Management | 45,894 | $2.59M | 0.5% | +15.5% | 0.006% | |
| 8/20/2026 | Gill Capital Partners LLC | 41,640 | $2.35M | 0.6% | -16.1% | 0.005% | |
| 8/20/2026 | Orgel Wealth Management LLC | 24,209 | $1.37M | 0.0% | +91.5% | 0.003% | |
| 8/12/2026 | Compass Financial Management LLC | 14,936 | $854K | 0.1% | N/A | 0.002% | |
| 7/21/2026 | Merit Financial Group LLC | 157,668 | $8.91M | 0.0% | -11.0% | 0.020% | |
| 7/18/2026 | 4WEALTH Advisors Inc. | 80,521 | $4.55M | 3.5% | +1.2% | 0.010% | |
| 7/18/2026 | Sulzberger Capital Advisors Inc. | 146,306 | $8.26M | 8.1% | +12.3% | 0.018% | |
| 7/18/2026 | Merit Financial Group LLC | 157,668 | $8.91M | 0.1% | -11.0% | 0.020% | |
| 7/17/2026 | Madrona Financial Services LLC | 140,005 | $7.91M | 1.5% | +4.0% | 0.018% | |
| 7/17/2026 | Farther Finance Advisors LLC | 203,620 | $11.50M | 0.1% | -36.7% | 0.026% | |
| 7/17/2026 | TCFG Investment Advisors LLC | 22,730 | $1.29M | 0.4% | +3.7% | 0.003% | |
| 7/17/2026 | Cary Street Partners Investment Advisory LLC | 29,666 | $1.68M | 0.3% | -12.6% | 0.004% | |
| 7/17/2026 | Rezny Wealth Management Inc. | 354,274 | $20.01M | 3.5% | -2.8% | 0.045% | |
| 7/17/2026 | Aspen Investment Management Inc | 34,342 | $1.94M | 0.5% | +12.8% | 0.004% | |
| 7/17/2026 | Sequoia Financial Advisors LLC | 31,720 | $1.79M | 0.0% | +1.3% | 0.004% | |
| 7/17/2026 | Marion Wealth Management | 15,366 | $868K | 0.2% | -5.7% | 0.002% | |
| 7/17/2026 | Bluedoor Private Wealth LLC | 16,369 | $925K | 0.4% | +4.8% | 0.002% | |
| 7/17/2026 | San Luis Wealth Advisors LLC | 51,848 | $2.93M | 0.4% | +53.5% | 0.007% | |
| 7/17/2026 | BCS Wealth Management | 5,162 | $292K | 0.1% | -8.1% | 0.001% | |
| 7/17/2026 | Activest Wealth Management | 7,219 | $408K | 0.1% | -47.5% | 0.001% | |
| 7/17/2026 | Reyes Financial Architecture Inc. | 2,222 | $125K | 0.1% | -91.9% | 0.000% | |
| 7/17/2026 | Brown Miller Wealth Management LLC | 24,079 | $1.36M | 0.3% | +3.7% | 0.003% | |
| 7/17/2026 | Seelaus Asset Management LLC | 4,938 | $279K | 0.2% | -10.2% | 0.001% | |
| 7/17/2026 | Rebalance LLC | 9,030 | $510K | 0.0% | +3.0% | 0.001% | |
| 7/17/2026 | Integrated Financial Solutions Inc. | 86,245 | $4.87M | 2.6% | +8.7% | 0.011% | |
| 7/16/2026 | PMG Family Office LLC | 40,432 | $2.28M | 2.1% | +5.6% | 0.005% | |
| 7/16/2026 | Patriot Financial Group Insurance Agency LLC | 158,461 | $8.95M | 0.9% | -49.6% | 0.020% | |
| 7/16/2026 | PFG Advisors | 51,742 | $2.92M | 0.1% | -19.8% | 0.006% | |
| 7/16/2026 | Cambridge Advisors Inc. | 181,433 | $10.25M | 1.8% | +0.3% | 0.023% | |
| 7/16/2026 | HBW Advisory Services LLC | 414,559 | $23.41M | 2.1% | -4.2% | 0.052% | |
| 7/16/2026 | Decker Retirement Planning Inc. | 193,043 | $10.90M | 3.7% | +36.4% | 0.024% | |
| 7/16/2026 | Aurdan Capital Management LLC | 8,008 | $452K | 0.1% | -26.9% | 0.001% | |
| 7/16/2026 | Websterrogers Financial Advisors LLC | 43,605 | $2.46M | 0.6% | -3.3% | 0.005% | |
| 7/16/2026 | Highline Wealth Partners LLC | 46,505 | $2.63M | 0.5% | +1,758.0% | 0.006% | |
| 7/16/2026 | Sherry Group Inc. | 3,800 | $214K | 0.2% | N/A | 0.000% | |
| 7/16/2026 | Alterna Wealth Management Inc. | 53,253 | $3.01M | 1.7% | N/A | 0.007% | |
| 7/16/2026 | Prospera Financial Services Inc | 423,847 | $23.94M | 0.3% | -7.8% | 0.053% | |
| 7/16/2026 | First PREMIER Bank | 61,156 | $3.45M | 0.6% | +39.1% | 0.008% | |
| 7/16/2026 | Flagstar Securities Inc. | 86,517 | $4.89M | 1.5% | -0.8% | 0.011% | |
| 7/16/2026 | Guardian Financial Partners LLC | 47,385 | $2.68M | 1.0% | +5.1% | 0.006% | |
| 7/16/2026 | Independent Financial Group LLC | 180,844 | $10.21M | 0.2% | +17.3% | 0.023% | |
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| 7/15/2026 | Fifth Third Securities Inc. | 197,548 | $11.16M | 0.6% | +32.0% | 0.025% | |
| 7/15/2026 | Tompkins Financial Corp | 44,958 | $2.54M | 0.2% | +33.6% | 0.006% | |
| 7/15/2026 | Park National Corp OH | 10,319 | $583K | 0.0% | -5.4% | 0.001% | |
| 7/15/2026 | Winebrenner Capital Management LLC | 19,182 | $1.08M | 0.7% | +1.6% | 0.002% | |
| 7/15/2026 | Milestone Asset Management LLC | 107,221 | $6.06M | 1.0% | -18.2% | 0.013% | |
| 7/15/2026 | Mainstream Capital Management LLC | 10,973 | $620K | 0.4% | -41.8% | 0.001% | |
| 7/15/2026 | Wealth Enhancement Advisory Services LLC | 623,950 | $35.42M | 0.1% | -18.9% | 0.078% | |
| 7/15/2026 | Independence Asset Advisors LLC | 23,867 | $1.35M | 0.4% | +11.2% | 0.003% | |
| 7/15/2026 | Signature Estate & Investment Advisors LLC | 52,249 | $2.95M | 0.1% | -12.7% | 0.007% | |
| 7/15/2026 | Accurate Wealth Management LLC | 13,061 | $740K | 0.1% | +24.2% | 0.002% | |
