| 7/12/2026 | Ballast Inc. | 173,437 | $12.99M | 2.4% | +1.5% | 0.185% | |
| 7/10/2026 | Investors Research Corp | 26,620 | $1.99M | 0.4% | -2.6% | 0.028% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 161,837 | $12.12M | 0.6% | -1.2% | 0.173% | |
| 7/10/2026 | G&S Capital LLC | 63,792 | $4.78M | 1.4% | +4.2% | 0.068% | |
| 7/10/2026 | Sherman Wealth Management LLC | 32,329 | $2.42M | 1.8% | +0.8% | 0.035% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 19,672 | $1.47M | 0.0% | -3.9% | 0.021% | |
| 7/9/2026 | Centurion Wealth Management LLC | 4,057 | $304K | 0.1% | -47.7% | 0.004% | |
| 7/9/2026 | Focus Financial Network Inc. | 46,538 | $3.49M | 0.1% | -5.3% | 0.050% | |
| 7/9/2026 | Pettinga Financial Advisors LLC | 13,400 | $1.00M | 0.2% | N/A | 0.014% | |
| 7/9/2026 | Allied Private Wealth LLC | 2,095 | $159K | 0.1% | N/A | 0.002% | |
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| 7/9/2026 | Great Waters Wealth Management | 22,616 | $1.69M | 0.2% | -2.5% | 0.024% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 13,039 | $954K | 0.0% | N/A | 0.014% | |
| 7/8/2026 | First Heartland Consultants Inc. | 4,056 | $304K | 0.0% | +19.8% | 0.004% | |
| 7/8/2026 | Meriwether Wealth & Planning LLC | 3,000 | $225K | 0.1% | -95.7% | 0.003% | |
| 7/8/2026 | Israel Discount Bank of New York | 73,385 | $5.50M | 10.2% | +27.1% | 0.078% | |
| 7/7/2026 | Trinity Wealth Management LLC | 60,713 | $4.55M | 1.4% | +66.2% | 0.064% | |
| 7/7/2026 | Value Investment Professionals LLC | 74,417 | $5.57M | 4.7% | -0.5% | 0.079% | |
| 7/7/2026 | Pacific Excel Wealth Advisors Inc. | 3,249 | $243K | 0.1% | N/A | 0.003% | |
| 7/7/2026 | City Center Advisors LLC | 8,892 | $666K | 0.5% | -29.1% | 0.009% | |
| 7/6/2026 | Vigilare Wealth Management | 114,391 | $8.57M | 2.6% | +225.2% | 0.121% | |
| 7/6/2026 | Trilogy Capital Inc. | 54,849 | $4.11M | 0.2% | +192.3% | 0.058% | |
| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 19,437 | $1.46M | 0.0% | -1.6% | 0.021% | |
| 7/2/2026 | CX Institutional | 3,107 | $233K | 0.0% | -8.8% | 0.003% | |
| 6/23/2026 | Ballast Advisors LLC | 950 | $69K | 0.0% | N/A | 0.001% | |
| 6/3/2026 | Parallel Advisors LLC | 28,460 | $2.08M | 0.0% | -0.8% | 0.029% | |
| 6/3/2026 | NewEdge Advisors LLC | 148,380 | $10.85M | 0.0% | +6.9% | 0.152% | |
| 5/28/2026 | Cozad Asset Management Inc. | 64,730 | $4.73M | 0.4% | -1.7% | 0.066% | |
| 5/22/2026 | Verus Capital Partners LLC | 4,762 | $348K | 0.0% | -48.8% | 0.005% | |
| 5/19/2026 | Western Wealth Management LLC | 42,366 | $3.10M | 0.1% | +4.2% | 0.043% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 18,774 | $1.37M | 0.4% | -6.4% | 0.019% | |
| 5/19/2026 | NewEdge Advisors LLC | 119,513 | $8.74M | 0.2% | -13.9% | 0.122% | |
| 5/19/2026 | Bank of America Corp DE | 6,142,652 | $449.27M | 0.0% | -7.2% | 6.287% | |
| 5/19/2026 | Edgestream Partners L.P. | 10,691 | $782K | 0.0% | -14.3% | 0.011% | |
| 5/19/2026 | Centaurus Financial Inc. | 3,693 | $270K | 0.0% | +10.4% | 0.004% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 905 | $66K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Arkadios Wealth Advisors | 40,252 | $2.94M | 0.0% | -1.4% | 0.041% | |
| 5/18/2026 | Amundi | 18,002 | $1.32M | 0.0% | -2.2% | 0.018% | |
| 5/18/2026 | Royal Bank of Canada | 1,484,047 | $108.54M | 0.0% | -6.4% | 1.519% | |
| 5/18/2026 | Empowered Funds LLC | 274,963 | $20.11M | 0.1% | -14.3% | 0.281% | |
| 5/16/2026 | Quantinno Capital Management LP | 22,424 | $1.64M | 0.0% | +102.9% | 0.023% | |
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| 5/15/2026 | Cardiff Park Advisors LLC | 10,028 | $733K | 0.1% | N/A | 0.010% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 14,868 | $1.09M | 0.0% | +119.4% | 0.015% | |
| 5/15/2026 | Waverly Advisors LLC | 38,949 | $2.85M | 0.0% | -8.5% | 0.040% | |
| 5/14/2026 | Hilltop Holdings Inc. | 12,147 | $888K | 0.1% | -10.2% | 0.012% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 13,038 | $954K | 0.0% | +40.6% | 0.013% | |
| 5/14/2026 | Klingman & Associates LLC | 55,186 | $4.04M | 0.2% | -1.0% | 0.056% | |
| 5/14/2026 | Liberty One Investment Management LLC | 28,431 | $2.08M | 0.2% | +8.1% | 0.029% | |
| 5/14/2026 | Sei Investments Co. | 246,947 | $18.06M | 0.0% | -5.3% | 0.253% | |
| 5/14/2026 | Lido Advisors LLC | 186,806 | $13.66M | 0.0% | -19.4% | 0.191% | |
| 5/13/2026 | Cetera Investment Advisers | 441,308 | $32.28M | 0.0% | -5.8% | 0.452% | |
| 5/13/2026 | Wealthspire Retirement LLC | 20,276 | $1.48M | 0.1% | -4.1% | 0.021% | |
| 5/13/2026 | Petra Financial Advisors Inc. | 83,141 | $6.08M | 3.8% | +4.0% | 0.085% | |
| 5/13/2026 | First Trust Advisors LP | 9,046 | $662K | 0.0% | +64.5% | 0.009% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 1,024,880 | $74.96M | 0.0% | -4.3% | 1.049% | |
| 5/8/2026 | Summit Global Investments | 25,822 | $1.89M | 0.1% | N/A | 0.026% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 923 | $68K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Basepoint Wealth LLC | 646 | $47K | 0.0% | -65.7% | 0.001% | |
| 5/7/2026 | Continuum Wealth Advisors LLC | 10,340 | $756K | 0.3% | -15.2% | 0.011% | |
| 5/7/2026 | Parallel Advisors LLC | 28,460 | $2.08M | 0.0% | -0.8% | 0.029% | |
| 5/7/2026 | Decker Wealth Management LLC | 12,828 | $938K | 0.2% | N/A | 0.013% | |
| 5/7/2026 | WealthTrust Asset Management LLC | 2,898 | $212K | 0.1% | N/A | 0.003% | |
| 5/6/2026 | Modera Wealth Management LLC | 7,806 | $571K | 0.0% | +2.6% | 0.008% | |
| 5/6/2026 | Townsend Asset Management Corp NC ADV | 6,671 | $488K | 0.2% | -16.2% | 0.007% | |
| 5/6/2026 | Main Street Group LTD | 2,029 | $148K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | Fiscal Wisdom Wealth Management LLC | 3,297 | $241K | 0.2% | -7.0% | 0.003% | |
| 5/6/2026 | SteelPeak Wealth LLC | 74,675 | $5.46M | 0.2% | +6.7% | 0.076% | |
| 5/6/2026 | Independent Financial Group LLC | 41,553 | $3.04M | 0.1% | N/A | 0.043% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 32,481 | $2.38M | 0.1% | -3.2% | 0.033% | |
| 5/5/2026 | Wealthfront Advisers LLC | 8,636 | $632K | 0.0% | +90.8% | 0.009% | |
| 5/5/2026 | D.A. Davidson & CO. | 33,668 | $2.46M | 0.0% | +1.3% | 0.034% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 8,235 | $602K | 0.0% | -8.8% | 0.008% | |
| 5/5/2026 | Bank of New York Mellon Corp | 8,685 | $635K | 0.0% | -99.0% | 0.009% | |
| 5/5/2026 | Milestone Investment Advisors LLC | 46,402 | $3.39M | 0.8% | -0.5% | 0.047% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 118,203 | $8.65M | 0.2% | -2.6% | 0.121% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 501 | $37K | 0.0% | -91.9% | 0.001% | |
| 5/5/2026 | Advisors Preferred LLC | 33,222 | $2.43M | 0.4% | -22.1% | 0.034% | |
| 5/5/2026 | Sanctuary Advisors LLC | 51,889 | $3.80M | 0.0% | -2.5% | 0.053% | |
| 5/5/2026 | Sigma Planning Corp | 10,449 | $764K | 0.0% | +1.7% | 0.011% | |
| 5/4/2026 | Bryn Mawr Trust Advisors LLC | 5,031 | $368K | 0.0% | -9.7% | 0.005% | |
| 5/4/2026 | HBW Advisory Services LLC | 13,782 | $1.01M | 0.1% | -12.2% | 0.014% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 15,527 | $1.14M | 0.0% | +6.0% | 0.016% | |
| 5/2/2026 | Global Assets Advisory LLC | 42,099 | $3.08M | 0.7% | -0.5% | 0.043% | |
| 5/2/2026 | International Assets Investment Management LLC | 2,851 | $209K | 0.0% | -66.8% | 0.003% | |
| 5/2/2026 | Strategic Wealth Advisors LLC | 11,051 | $808K | 0.6% | -11.1% | 0.011% | |
| 5/2/2026 | Diversify Wealth Management LLC | 17,891 | $1.32M | 0.0% | N/A | 0.018% | |
| 5/2/2026 | Valmark Advisers Inc. | 3,775 | $276K | 0.0% | -13.2% | 0.004% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 10,159 | $743K | 0.0% | -6.3% | 0.010% | |
| 5/1/2026 | Fifth Third Bancorp | 39,842 | $2.91M | 0.0% | +585.2% | 0.041% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 101,591 | $7.43M | 0.0% | -1.5% | 0.104% | |
| 4/30/2026 | Hsbc Holdings PLC | 35,898 | $2.62M | 0.0% | N/A | 0.037% | |
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| 4/30/2026 | Genworth Financial Inc. | 476,493 | $34.85M | 8.1% | +0.6% | 0.487% | |
| 4/30/2026 | Mosaic Family Wealth Partners LLC | 35,380 | $2.59M | 0.3% | N/A | 0.036% | |
| 4/30/2026 | Money Concepts Capital Corp | 5,031 | $368K | 0.0% | +2.9% | 0.005% | |
| 4/29/2026 | Lmcg Investments LLC | 39,312 | $2.88M | 0.2% | +20.1% | 0.040% | |
| 4/29/2026 | Financial Life Advisors | 18,474 | $1.35M | 0.4% | +4.7% | 0.019% | |
| 4/29/2026 | Broussard Financial Group LLC | 8,586 | $628K | 0.5% | +7.6% | 0.009% | |
| 4/29/2026 | American Capital Advisory LLC | 12,306 | $900K | 0.4% | -1.4% | 0.013% | |
| 4/29/2026 | Integrated Advisors Network LLC | 35,165 | $2.57M | 0.1% | -26.4% | 0.036% | |
| 4/28/2026 | FLP Wealth Management LLC | 10,960 | $802K | 1.3% | +90.9% | 0.011% | |
| 4/28/2026 | Ascentis Independent Advisors | 21,691 | $1.59M | 0.1% | +153.5% | 0.022% | |