| 7/2/2026 | Kozak & Associates Inc. | 67,229 | $7.72M | 1.3% | N/A | 0.185% | |
| 7/2/2026 | CX Institutional | 35,021 | $4.06M | 0.1% | +15.2% | 0.096% | |
| 7/1/2026 | Global Wealth Strategies & Associates | 19,559 | $2.27M | 0.4% | +21.6% | 0.055% | |
| 6/30/2026 | VectorGlobal IAG Inc. | 11,093 | $1.48M | 0.4% | N/A | 0.031% | |
| 6/3/2026 | Parallel Advisors LLC | 1,736 | $231K | 0.0% | +40.0% | 0.005% | |
| 6/3/2026 | NewEdge Advisors LLC | 121,143 | $16.14M | 0.1% | +16.2% | 0.340% | |
| 6/1/2026 | Flagship Wealth Advisors LLC | 1,550 | $206K | 0.1% | -80.9% | 0.004% | |
| 5/26/2026 | Glenmede Trust Co. NA | 1,574 | $210K | 0.0% | N/A | 0.004% | |
| 5/19/2026 | Western Wealth Management LLC | 20,211 | $2.69M | 0.1% | +70.9% | 0.057% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 12,382 | $1.65M | 0.5% | +5.7% | 0.035% | |
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| 5/19/2026 | NewEdge Advisors LLC | 117,133 | $15.60M | 0.3% | +12.3% | 0.329% | |
| 5/19/2026 | Bank of America Corp DE | 1,148,995 | $153.04M | 0.0% | +32.0% | 3.228% | |
| 5/19/2026 | Centaurus Financial Inc. | 25,733 | $3.43M | 0.2% | +824.6% | 0.072% | |
| 5/19/2026 | Arkadios Wealth Advisors | 7,789 | $1.04M | 0.0% | +19.8% | 0.022% | |
| 5/18/2026 | Sunbelt Securities Inc. | 1,757 | $234K | 0.0% | +69.1% | 0.005% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 3,692 | $492K | 0.0% | +218.6% | 0.010% | |
| 5/18/2026 | Royal Bank of Canada | 412,036 | $54.88M | 0.0% | +7.4% | 1.158% | |
| 5/16/2026 | KCM Investment Advisors LLC | 85,988 | $11.45M | 0.4% | +53.4% | 0.242% | |
| 5/16/2026 | Quantinno Capital Management LP | 13,587 | $1.81M | 0.0% | N/A | 0.038% | |
| 5/16/2026 | Family Manage LLC | 3,152 | $420K | 0.1% | -21.3% | 0.009% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 5,887 | $784K | 0.0% | +109.5% | 0.017% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 42,436 | $5.65M | 0.6% | -19.8% | 0.119% | |
| 5/15/2026 | Waverly Advisors LLC | 4,368 | $582K | 0.0% | +7.2% | 0.012% | |
| 5/15/2026 | TCM Advisors LLC | 1,700 | $226K | 0.0% | N/A | 0.005% | |
| 5/14/2026 | Compound Planning Inc. | 3,550 | $473K | 0.0% | +94.1% | 0.010% | |
| 5/14/2026 | Modern Wealth Management LLC | 20,752 | $2.79M | 0.0% | +17.2% | 0.058% | |
| 5/14/2026 | Group One Trading LLC | 10,490 | $1.40M | 0.0% | +291.6% | 0.029% | |
| 5/13/2026 | Cetera Investment Advisers | 470,983 | $62.73M | 0.1% | +17.5% | 1.323% | |
| 5/8/2026 | Pacific Sun Financial Corp | 4,748 | $632K | 0.3% | +60.4% | 0.013% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 8,128 | $1.08M | 0.0% | +21.4% | 0.023% | |
| 5/7/2026 | Florida Financial Advisors LLC | 4,220 | $562K | 0.1% | +91.3% | 0.012% | |
| 5/7/2026 | Parallel Advisors LLC | 1,736 | $231K | 0.0% | +40.0% | 0.005% | |
| 5/6/2026 | Assetmark Inc. | 86,856 | $11.57M | 0.0% | +11.6% | 0.244% | |
| 5/6/2026 | Bauman Advisory Group LLC | 5,169 | $688K | 0.5% | +5.5% | 0.015% | |
| 5/6/2026 | Independent Financial Group LLC | 2,090 | $278K | 0.0% | N/A | 0.006% | |
| 5/6/2026 | Advantage Trust Co | 370 | $49K | 0.0% | +37.0% | 0.001% | |
| 5/5/2026 | Rockport Wealth LLC | 136,924 | $18.23M | 3.3% | -4.9% | 0.385% | |
| 5/5/2026 | D.A. Davidson & CO. | 18,326 | $2.44M | 0.0% | +17.1% | 0.051% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 12,065 | $1.61M | 0.1% | +0.7% | 0.034% | |
| 5/5/2026 | Theory Financial LLC | 21,291 | $2.84M | 1.0% | -2.9% | 0.060% | |
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| 5/5/2026 | Geneos Wealth Management Inc. | 12,872 | $1.71M | 0.0% | -33.7% | 0.036% | |
| 5/5/2026 | NFSG Corp | 559 | $74K | 0.0% | +21.8% | 0.002% | |
| 5/5/2026 | Sanctuary Advisors LLC | 43,047 | $5.73M | 0.0% | +5.8% | 0.121% | |
| 5/5/2026 | Sterling Investment Advisors Ltd. | 29,065 | $3.87M | 0.6% | +10.1% | 0.082% | |
| 5/5/2026 | Sigma Planning Corp | 6,176 | $823K | 0.0% | +160.4% | 0.017% | |
| 5/4/2026 | Retirement Planning Group LLC | 4,185 | $557K | 0.0% | N/A | 0.012% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 4,060 | $541K | 0.0% | +7.0% | 0.011% | |
| 5/4/2026 | Y.D. More Investments Ltd | 338 | $45K | 0.0% | N/A | 0.001% | |
| 5/4/2026 | Procyon Advisors LLC | 1,677 | $223K | 0.0% | N/A | 0.005% | |
| 5/2/2026 | Global Assets Advisory LLC | 258 | $34K | 0.0% | -87.2% | 0.001% | |
| 5/2/2026 | International Assets Investment Management LLC | 645 | $87K | 0.0% | N/A | 0.002% | |
| 5/2/2026 | Diversify Wealth Management LLC | 4,541 | $625K | 0.0% | N/A | 0.013% | |
| 5/2/2026 | Valmark Advisers Inc. | 56,431 | $7.52M | 0.1% | +2.6% | 0.159% | |
| 5/1/2026 | Fifth Third Bancorp | 13,102 | $1.75M | 0.0% | N/A | 0.037% | |
| 5/1/2026 | Sovran Advisors LLC | 4,981 | $727K | 0.1% | +246.6% | 0.014% | |
| 5/1/2026 | Rossmore Private Capital | 670 | $89K | 0.0% | N/A | 0.002% | |
| 4/30/2026 | Whipplewood Advisors LLC | 712 | $95K | 0.0% | +35.1% | 0.002% | |
| 4/30/2026 | Channing Global Advisors LLC | 5,666 | $755K | 0.4% | -26.4% | 0.016% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 2,272 | $312K | 0.1% | +34.2% | 0.006% | |
| 4/30/2026 | Financial Freedom LLC | 681 | $91K | 0.0% | +11.8% | 0.002% | |
| 4/30/2026 | ATX Financial Planning LLC | 1,630 | $217K | 0.2% | N/A | 0.005% | |
| 4/30/2026 | Kestra Advisory Services LLC | 47,735 | $6.36M | 0.0% | -25.0% | 0.134% | |
| 4/30/2026 | WPG Advisers LLC | 823 | $110K | 0.1% | +311.5% | 0.002% | |
| 4/29/2026 | Richmond Investment Services LLC | 2,104 | $280K | 0.0% | -11.5% | 0.006% | |
| 4/29/2026 | Hoey Investments Inc. | 9,934 | $1.32M | 0.2% | +23.3% | 0.028% | |
| 4/29/2026 | Shelton Wealth Management LLC | 9,648 | $1.29M | 0.6% | -1.9% | 0.027% | |
| 4/29/2026 | Walser Wealth Management Company A Ltd Liability Co | 17,370 | $2.31M | 1.0% | +18.0% | 0.049% | |
| 4/28/2026 | Nvest Financial LLC | 7,250 | $966K | 0.4% | +62.9% | 0.020% | |
| 4/28/2026 | Ascentis Independent Advisors | 5,860 | $780K | 0.1% | N/A | 0.017% | |
| 4/28/2026 | Stephens Inc. AR | 3,277 | $436K | 0.0% | -10.3% | 0.009% | |
| 4/28/2026 | Berger Financial Group Inc | 4,775 | $636K | 0.0% | +1.8% | 0.013% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 2,231 | $297K | 0.0% | +32.6% | 0.006% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 1,597 | $213K | 0.0% | N/A | 0.004% | |
| 4/27/2026 | HB Wealth Management LLC | 2,278 | $303K | 0.0% | N/A | 0.006% | |
| 4/27/2026 | Moran Wealth Management LLC | 14,575 | $1.94M | 0.1% | +80.7% | 0.041% | |
| 4/27/2026 | BIP Wealth LLC | 28,312 | $3.77M | 0.2% | +13.5% | 0.080% | |
| 4/27/2026 | World Investment Advisors | 4,372 | $582K | 0.0% | +4.8% | 0.012% | |
| 4/27/2026 | Turtle Creek Wealth Advisors LLC | 1,967 | $262K | 0.0% | N/A | 0.006% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 3,732 | $474K | 0.2% | +4.1% | 0.011% | |
| 4/27/2026 | Private Advisor Group LLC | 147,713 | $19.67M | 0.1% | +5.2% | 0.416% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 2,869 | $382K | 0.0% | -72.3% | 0.008% | |
| 4/24/2026 | Stegent Equity Advisors Inc. | 13,994 | $1.86M | 1.6% | +91.8% | 0.039% | |
| 4/24/2026 | SMART Wealth LLC | 21,607 | $2.88M | 0.8% | +10.0% | 0.061% | |
| 4/23/2026 | Powell Investment Advisors LLC | 3,827 | $510K | 0.2% | +6.1% | 0.011% | |
| 4/23/2026 | Flagstar Advisors Inc. | 3,442 | $459K | 0.2% | +73.9% | 0.010% | |
| 4/23/2026 | SageGuard Financial Group LLC | 2,793 | $372K | 0.1% | N/A | 0.008% | |
| 4/23/2026 | Continuum Advisory LLC | 4,479 | $597K | 0.1% | +114.0% | 0.013% | |
| 4/23/2026 | Tepp RIA LLC | 18,436 | $2.46M | 1.9% | N/A | 0.052% | |
| 4/23/2026 | Apollon Wealth Management LLC | 10,424 | $1.39M | 0.0% | +50.7% | 0.029% | |
| 4/23/2026 | Pasadena Private Wealth LLC | 8,072 | $1.08M | 0.1% | +15.6% | 0.023% | |
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| 4/22/2026 | AGH Wealth Advisors LLC | 10,556 | $1.41M | 1.0% | N/A | 0.030% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 3,450 | $460K | 0.0% | +59.6% | 0.010% | |
| 4/22/2026 | Trilogy Capital Inc. | 1,600 | $213K | 0.0% | N/A | 0.005% | |
| 4/22/2026 | WT Wealth Management | 11,210 | $1.49M | 0.4% | +11.0% | 0.032% | |
| 4/22/2026 | Venturi Wealth Management LLC | 9,099 | $1.21M | 0.1% | -12.3% | 0.026% | |
| 4/21/2026 | Maridea Wealth Management LLC | 2,408 | $321K | 0.0% | N/A | 0.007% | |
| 4/21/2026 | Penobscot Wealth Management | 8,444 | $1.13M | 0.3% | N/A | 0.024% | |
| 4/21/2026 | Fairvoy Private Wealth LLC | 1,850 | $246K | 0.1% | -63.8% | 0.005% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 26,928 | $3.59M | 0.3% | -2.1% | 0.077% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 18,190 | $2.42M | 0.0% | +12.2% | 0.052% | |