| 7/10/2026 | Heck Capital Advisors LLC | 17,547 | $837K | 0.0% | -2.8% | 0.011% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 9,028 | $431K | 0.0% | -7.9% | 0.006% | |
| 7/9/2026 | Roan Capital Partners | 41,976 | $2.00M | 1.7% | +41.0% | 0.027% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 22,562 | $1.03M | 0.0% | -2.7% | 0.015% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 22,991 | $1.10M | 0.0% | -7.1% | 0.015% | |
| 7/8/2026 | Beacon Bank & Trust | 13,737 | $655K | 0.1% | -15.3% | 0.009% | |
| 7/8/2026 | MFG Wealth Management Inc. | 48,918 | $2.33M | 1.7% | +0.7% | 0.032% | |
| 7/8/2026 | Apella Capital LLC | 18,122 | $880K | 0.0% | -11.7% | 0.012% | |
| 7/7/2026 | Balefire LLC | 13,567 | $647K | 0.1% | -2.0% | 0.009% | |
| 7/7/2026 | Grant Private Wealth Management Inc | 4,724 | $225K | 0.1% | N/A | 0.003% | |
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| 7/7/2026 | Avior Wealth Management LLC | 74,387 | $3.55M | 0.1% | N/A | 0.048% | |
| 7/7/2026 | CGN Advisors LLC | 125,264 | $5.98M | 0.4% | -0.4% | 0.081% | |
| 7/6/2026 | RDA Financial Network | 19,127 | $913K | 0.2% | -1.1% | 0.012% | |
| 7/6/2026 | Trilogy Capital Inc. | 15,199 | $725K | 0.0% | -24.5% | 0.010% | |
| 6/26/2026 | WealthPoint Financial LLC | 6,316 | $288K | 0.2% | +21.1% | 0.004% | |
| 6/3/2026 | Parallel Advisors LLC | 1,246 | $57K | 0.0% | -57.4% | 0.001% | |
| 6/3/2026 | NewEdge Advisors LLC | 115,646 | $5.26M | 0.0% | +2.2% | 0.074% | |
| 5/20/2026 | Norris Financial Group LLC | 7,118 | $324K | 0.1% | N/A | 0.005% | |
| 5/19/2026 | Western Wealth Management LLC | 84,506 | $3.85M | 0.1% | +68.8% | 0.054% | |
| 5/19/2026 | Mascagni Wealth Management Inc. | 4,737 | $216K | 0.2% | -10.0% | 0.003% | |
| 5/19/2026 | NewEdge Advisors LLC | 33,984 | $1.55M | 0.0% | -70.0% | 0.022% | |
| 5/19/2026 | Bank of America Corp DE | 3,356,512 | $152.79M | 0.0% | +0.9% | 2.138% | |
| 5/19/2026 | Edgestream Partners L.P. | 4,458 | $203K | 0.0% | N/A | 0.003% | |
| 5/19/2026 | Centaurus Financial Inc. | 14,668 | $668K | 0.0% | +202.7% | 0.009% | |
| 5/19/2026 | Arkadios Wealth Advisors | 4,681 | $213K | 0.0% | N/A | 0.003% | |
| 5/18/2026 | Sunbelt Securities Inc. | 5,130 | $234K | 0.0% | +122.7% | 0.003% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 40,493 | $1.84M | 0.1% | +2.5% | 0.026% | |
| 5/18/2026 | Royal Bank of Canada | 474,540 | $21.60M | 0.0% | -10.2% | 0.302% | |
| 5/16/2026 | Quantinno Capital Management LP | 6,119 | $279K | 0.0% | -18.6% | 0.004% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 141,552 | $6.44M | 0.3% | +95.3% | 0.090% | |
| 5/15/2026 | Wealth Watch Advisors INC | 6,865 | $312K | 0.1% | -5.0% | 0.004% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 27,245 | $1.24M | 0.1% | -7.9% | 0.017% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 1,174 | $53K | 0.0% | N/A | 0.001% | |
| 5/15/2026 | Waverly Advisors LLC | 107,923 | $4.91M | 0.0% | -2.4% | 0.069% | |
| 5/15/2026 | Boreal Capital Management LLC | 7,200 | $328K | 0.3% | N/A | 0.005% | |
| 5/14/2026 | Lido Advisors LLC | 44,276 | $2.02M | 0.0% | -37.0% | 0.028% | |
| 5/13/2026 | Cetera Investment Advisers | 341,655 | $15.55M | 0.0% | +9.0% | 0.218% | |
| 5/13/2026 | Parker Investment Management LLC | 10,089 | $459K | 0.1% | -27.4% | 0.006% | |
| 5/13/2026 | Wealthspire Retirement LLC | 7,399 | $337K | 0.0% | +45.5% | 0.005% | |
| 5/13/2026 | NewEdge Wealth LLC | 4,733 | $215K | 0.0% | N/A | 0.003% | |
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| 5/13/2026 | Wiregrass Investment Management LLC | 6,102 | $278K | 0.2% | N/A | 0.004% | |
| 5/13/2026 | First Trust Advisors LP | 6,958 | $317K | 0.0% | -3.7% | 0.004% | |
| 5/12/2026 | Insight Advisors LLC PA | 27,113 | $1.23M | 0.2% | -4.2% | 0.017% | |
| 5/12/2026 | Phillip James Consulting Co. | 16,962 | $772K | 0.6% | N/A | 0.011% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 76,005 | $3.46M | 0.0% | +2,870.1% | 0.048% | |
| 5/7/2026 | Meeder Advisory Services Inc. | 6,581 | $300K | 0.0% | -32.6% | 0.004% | |
| 5/7/2026 | Balefire LLC | 13,846 | $630K | 0.1% | -6.2% | 0.009% | |
| 5/7/2026 | Parallel Advisors LLC | 1,246 | $57K | 0.0% | -57.4% | 0.001% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 144,929 | $6.60M | 0.6% | +4.8% | 0.092% | |
| 5/6/2026 | Assetmark Inc. | 48,357 | $2.20M | 0.0% | -1.3% | 0.031% | |
| 5/6/2026 | Independent Financial Group LLC | 12,162 | $554K | 0.0% | N/A | 0.008% | |
| 5/5/2026 | Wealthfront Advisers LLC | 282,431 | $12.86M | 0.0% | -1.2% | 0.180% | |
| 5/5/2026 | D.A. Davidson & CO. | 92,056 | $4.19M | 0.0% | +6.3% | 0.059% | |
| 5/5/2026 | Bank of New York Mellon Corp | 516,736 | $23.52M | 0.0% | -1.8% | 0.329% | |
| 5/5/2026 | SouthState Bank Corp | 2,000 | $91K | 0.0% | N/A | 0.001% | |
| 5/5/2026 | Sanctuary Advisors LLC | 51,393 | $2.34M | 0.0% | +2.2% | 0.033% | |
| 5/5/2026 | Sigma Planning Corp | 10,467 | $476K | 0.0% | +4.2% | 0.007% | |
| 5/5/2026 | Conservest Capital Advisors Inc. | 8,565 | $390K | 0.0% | -8.7% | 0.005% | |
| 5/4/2026 | V2 Financial group LLC | 46,152 | $2.10M | 1.0% | +61.3% | 0.029% | |
| 5/4/2026 | HBW Advisory Services LLC | 35,296 | $1.61M | 0.2% | +10.8% | 0.022% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 17,211 | $791K | 0.0% | +32.9% | 0.011% | |
| 5/4/2026 | Kellett Wealth Advisors LLC | 4,600 | $209K | 0.1% | N/A | 0.003% | |
| 5/2/2026 | International Assets Investment Management LLC | 5,840 | $265K | 0.0% | -21.6% | 0.004% | |
| 5/2/2026 | Castleview Partners LLC | 36,602 | $1.67M | 0.9% | -26.1% | 0.023% | |
| 5/2/2026 | Diversify Wealth Management LLC | 5,651 | $262K | 0.0% | N/A | 0.004% | |
| 5/1/2026 | Kaizen Financial Strategies | 4,394 | $203K | 0.1% | N/A | 0.003% | |
| 5/1/2026 | Fifth Third Bancorp | 36,738 | $1.67M | 0.0% | N/A | 0.023% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 10,384 | $473K | 0.0% | +6.2% | 0.007% | |
| 4/30/2026 | Kestra Advisory Services LLC | 43,860 | $2.00M | 0.0% | +20.1% | 0.028% | |
| 4/30/2026 | Money Concepts Capital Corp | 4,506 | $205K | 0.0% | N/A | 0.003% | |
| 4/29/2026 | Capstone Wealth Management Group LLC | 32,372 | $1.47M | 0.6% | +6.2% | 0.021% | |
| 4/29/2026 | Global Strategic Investment Solutions LLC | 76,836 | $3.50M | 0.3% | +0.6% | 0.049% | |
| 4/29/2026 | Dumont & Blake Investment Advisors LLC | 53,277 | $2.43M | 0.6% | +4.2% | 0.034% | |
| 4/29/2026 | Beacon Bank & Trust | 16,219 | $738K | 0.2% | +12.4% | 0.010% | |
| 4/28/2026 | Bogart Wealth LLC | 4,928 | $224K | 0.0% | +200.1% | 0.003% | |
| 4/28/2026 | Stephens Inc. AR | 22,652 | $1.03M | 0.0% | -15.0% | 0.014% | |
| 4/27/2026 | BIP Wealth LLC | 110,983 | $5.05M | 0.2% | -3.6% | 0.071% | |
| 4/27/2026 | World Investment Advisors | 70,800 | $3.22M | 0.1% | -8.1% | 0.045% | |
| 4/27/2026 | Private Advisor Group LLC | 90,780 | $4.13M | 0.0% | +2.0% | 0.058% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 21,883 | $996K | 0.0% | N/A | 0.014% | |
| 4/25/2026 | Peregrine Asset Advisers Inc. | 13,611 | $620K | 0.2% | +20.7% | 0.009% | |
| 4/24/2026 | Capital Asset Advisory Services LLC | 7,413 | $345K | 0.0% | +15.1% | 0.005% | |
| 4/24/2026 | Kagan Cocozza Asset Management | 24,775 | $1.13M | 0.8% | -28.6% | 0.016% | |
| 4/23/2026 | Mayflower Financial Advisors LLC | 33,855 | $1.54M | 0.2% | N/A | 0.022% | |
| 4/23/2026 | Brown Miller Wealth Management LLC | 4,712 | $214K | 0.1% | -7.3% | 0.003% | |
| 4/23/2026 | Intrua Financial LLC | 8,483 | $386K | 0.0% | -5.7% | 0.005% | |
| 4/23/2026 | Comprehensive Money Management Services LLC | 5,265 | $240K | 0.2% | N/A | 0.003% | |
| 4/23/2026 | Financial Guidance Group Inc. | 11,106 | $506K | 0.2% | +15.8% | 0.007% | |
| 4/23/2026 | Barry Investment Advisors LLC | 8,699 | $396K | 0.1% | -97.7% | 0.006% | |
| 4/23/2026 | Oregon Pacific Wealth Management LLC | 5,855 | $267K | 0.3% | N/A | 0.004% | |
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| 4/23/2026 | Detalus Advisors LLC | 4,860 | $221K | 0.1% | -7.6% | 0.003% | |
| 4/23/2026 | Apollon Wealth Management LLC | 15,573 | $709K | 0.0% | -45.7% | 0.010% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 243,434 | $11.08M | 0.0% | +3.7% | 0.155% | |
| 4/22/2026 | Wilkins Miller Wealth Management LLC | 24,940 | $1.14M | 0.7% | -7.6% | 0.016% | |
| 4/22/2026 | Trilogy Capital Inc. | 20,125 | $916K | 0.0% | +6.1% | 0.013% | |
| 4/22/2026 | Econ Financial Services Corp | 61,562 | $2.80M | 1.3% | N/A | 0.039% | |
| 4/21/2026 | Laurel Oak Wealth Management LLC | 6,562 | $299K | 0.1% | +6.5% | 0.004% | |
| 4/21/2026 | Decker Retirement Planning Inc. | 33,091 | $1.51M | 0.7% | +3.8% | 0.021% | |
| 4/21/2026 | Independent Wealth Network Inc. | 64,645 | $2.94M | 0.9% | -32.4% | 0.041% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 11,771 | $536K | 0.0% | +2.7% | 0.008% | |