| 7/1/2026 | Eastern Bank | 8,704 | $586K | 0.0% | +10.5% | 0.008% | |
| 6/3/2026 | NewEdge Advisors LLC | 24,343 | $1.26M | 0.0% | +113.3% | 0.021% | |
| 5/19/2026 | Western Wealth Management LLC | 708 | $37K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | NewEdge Advisors LLC | 24,343 | $1.26M | 0.0% | +113.3% | 0.021% | |
| 5/19/2026 | Bank of America Corp DE | 49,772 | $2.58M | 0.0% | +11.7% | 0.043% | |
| 5/19/2026 | Arkadios Wealth Advisors | 4,578 | $238K | 0.0% | +12.3% | 0.004% | |
| 5/18/2026 | Sunbelt Securities Inc. | 3,524 | $183K | 0.0% | +71.9% | 0.003% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 3,972 | $206K | 0.0% | +10.5% | 0.003% | |
| 5/18/2026 | Royal Bank of Canada | 5,790 | $300K | 0.0% | -37.2% | 0.005% | |
| 5/16/2026 | Quantinno Capital Management LP | 7,373 | $383K | 0.0% | N/A | 0.006% | |
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| 5/15/2026 | Asset Management Group Inc. | 287,739 | $14.93M | 2.4% | +0.1% | 0.249% | |
| 5/14/2026 | Modern Wealth Management LLC | 5,130 | $270K | 0.0% | -78.4% | 0.004% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 4,878 | $253K | 0.0% | N/A | 0.004% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 153,468 | $7.96M | 0.0% | +18.7% | 0.133% | |
| 5/8/2026 | Ridgepath Capital Management LLC | 370,104 | $19.20M | 9.5% | +4.1% | 0.320% | |
| 5/7/2026 | World Equity Group Inc. | 4,712 | $245K | 0.1% | +5.8% | 0.004% | |
| 5/6/2026 | Assetmark Inc. | 29,013 | $1.51M | 0.0% | -99.2% | 0.025% | |
| 5/6/2026 | Main Street Group LTD | 1,163,035 | $60.34M | 17.7% | -3.6% | 1.007% | |
| 5/6/2026 | Independent Financial Group LLC | 171,199 | $8.88M | 0.3% | N/A | 0.148% | |
| 5/5/2026 | Bank of New York Mellon Corp | 38,388 | $1.99M | 0.0% | +19.3% | 0.033% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 18,085 | $938K | 0.0% | -2.8% | 0.016% | |
| 5/2/2026 | Castleview Partners LLC | 4,573 | $237K | 0.1% | -24.5% | 0.004% | |
| 4/30/2026 | SkyOak Wealth LLC | 20,829 | $1.08M | 0.2% | -2.0% | 0.018% | |
| 4/28/2026 | Bogart Wealth LLC | 1,060 | $55K | 0.0% | N/A | 0.001% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 45,071 | $2.34M | 0.1% | +1.2% | 0.039% | |
| 4/28/2026 | Wealthstar Advisors LLC | 9,584 | $497K | 0.2% | -3.2% | 0.008% | |
| 4/27/2026 | World Investment Advisors | 7,356 | $382K | 0.0% | -28.1% | 0.006% | |
| 4/27/2026 | Sound Income Strategies LLC | 4,000 | $211K | 0.0% | N/A | 0.003% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 3,633 | $188K | 0.0% | +10.6% | 0.003% | |
| 4/25/2026 | Innova Wealth Partners | 58,384 | $3.03M | 1.4% | -0.7% | 0.050% | |
| 4/24/2026 | Financial Life Planners | 2,782 | $144K | 0.1% | N/A | 0.002% | |
| 4/21/2026 | Unique Wealth LLC | 89,236 | $4.63M | 0.6% | -17.3% | 0.078% | |
| 4/20/2026 | Arta Finance Wealth Management LLC | 185,528 | $9.63M | 4.8% | +26.6% | 0.163% | |
| 4/18/2026 | Legacy Wealth Partners LLC | 29,370 | $1.52M | 0.4% | -82.4% | 0.026% | |
| 4/17/2026 | Discipline Wealth Solutions LLC | 15,070 | $782K | 0.1% | -43.3% | 0.013% | |
| 4/17/2026 | PMV Capital Advisers LLC | 41,480 | $2.15M | 3.6% | -0.9% | 0.036% | |
| 4/17/2026 | Brookstone Capital Management | 254,208 | $13.19M | 0.2% | -2.4% | 0.223% | |
| 4/16/2026 | Aurora Private Wealth Inc. | 10,942 | $568K | 0.4% | -33.9% | 0.010% | |
| 4/16/2026 | Founders Financial Securities LLC | 16,889 | $956K | 0.1% | +4.5% | 0.015% | |
| 3/13/2026 | World Investment Advisors | 10,237 | $593K | 0.0% | +169.7% | 0.008% | |
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| 3/9/2026 | Corient Private Wealth LLC | 16,941 | $981K | 0.0% | +220.3% | 0.013% | |
| 2/26/2026 | Anchor Investment Management LLC | 2,000 | $116K | 0.0% | +100.0% | 0.002% | |
| 2/24/2026 | Alternative Investment Advisors LLC. | 7,159 | $415K | 0.2% | +100.3% | 0.005% | |
| 2/20/2026 | Sunbelt Securities Inc. | 2,050 | $119K | 0.0% | +191.2% | 0.002% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 153,762 | $8.91M | 0.1% | +6.0% | 0.117% | |
| 2/19/2026 | Corient Private Wealth LLC | 9,855 | $571K | 0.0% | +86.3% | 0.007% | |
| 2/19/2026 | Plotkin Financial Advisors LLC | 58,686 | $3.40M | 1.7% | +97.5% | 0.045% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 92,418 | $5.39M | 0.0% | +291.1% | 0.070% | |
| 2/18/2026 | NewEdge Advisors LLC | 11,410 | $661K | 0.0% | +97.4% | 0.009% | |
| 2/18/2026 | Warther Private Wealth LLC | 8,740 | $506K | 0.1% | +100.0% | 0.007% | |
| 2/18/2026 | Tudor Investment Corp ET AL | 9,994 | $579K | 0.0% | +118.5% | 0.008% | |
| 2/18/2026 | Safe Harbor Fiduciary LLC | 18,814 | $1.09M | 1.0% | N/A | 0.014% | |
| 2/18/2026 | Claro Advisors Inc. | 5,944 | $344K | 0.0% | +99.1% | 0.005% | |
| 2/17/2026 | Equitable Holdings Inc. | 3,943 | $228K | 0.0% | N/A | 0.003% | |
| 2/17/2026 | Wealth Watch Advisors INC | 11,268 | $653K | 0.2% | +112.3% | 0.009% | |
| 2/17/2026 | Imprint Wealth LLC | 1,766 | $102K | 0.5% | -30.0% | 0.001% | |
| 2/17/2026 | Kovack Advisors Inc. | 9,805 | $568K | 0.0% | N/A | 0.007% | |
| 2/17/2026 | Jump Financial LLC | 89,548 | $5.19M | 0.1% | N/A | 0.068% | |
| 2/17/2026 | Sherman Porfolios LLC | 355,086 | $20.57M | 1.4% | +186.5% | 0.270% | |
| 2/17/2026 | GeoWealth Management LLC | 28,228 | $1.64M | 0.1% | +103.1% | 0.021% | |
| 2/17/2026 | Osaic Holdings Inc. | 54,333 | $3.15M | 0.0% | -86.8% | 0.041% | |
| 2/17/2026 | Asset Management Group Inc. | 287,438 | $16.65M | 2.7% | +94.1% | 0.218% | |
| 2/17/2026 | Clark Capital Management Group Inc. | 8,466 | $490K | 0.0% | +138.3% | 0.006% | |
| 2/17/2026 | Captrust Financial Advisors | 66,780 | $3.87M | 0.0% | +100.0% | 0.051% | |
| 2/17/2026 | &PARTNERS | 4,248 | $246K | 0.0% | N/A | 0.003% | |
| 2/17/2026 | Royal Bank of Canada | 9,221 | $534K | 0.0% | +110.9% | 0.007% | |
| 2/17/2026 | Blair William & Co. IL | 23,130 | $1.34M | 0.0% | +160.5% | 0.018% | |
| 2/17/2026 | Berkshire Asset Management LLC PA | 10,458 | $606K | 0.0% | +99.4% | 0.008% | |
| 2/16/2026 | Mariner LLC | 45,409 | $2.63M | 0.0% | +100.6% | 0.034% | |
| 2/16/2026 | Focus Partners Wealth | 26,617 | $1.54M | 0.0% | N/A | 0.020% | |
| 2/16/2026 | Arax Advisory Partners | 18,618 | $1.08M | 0.0% | N/A | 0.014% | |
| 2/13/2026 | Kestra Advisory Services LLC | 9,736 | $564K | 0.0% | N/A | 0.007% | |
| 2/13/2026 | Commerce Bank | 8,990 | $521K | 0.0% | +100.0% | 0.007% | |
| 2/13/2026 | Advyzon Investment Management LLC | 4,526 | $262K | 0.0% | -19.8% | 0.003% | |
| 2/13/2026 | Arkadios Wealth Advisors | 4,078 | $236K | 0.0% | +100.0% | 0.003% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 6,092 | $353K | 0.0% | -27.5% | 0.005% | |
| 2/13/2026 | Ieq Capital LLC | 9,655 | $559K | 0.0% | +100.4% | 0.007% | |
| 2/13/2026 | Vontobel Holding Ltd. | 43,919 | $2.54M | 0.0% | +79.8% | 0.033% | |
| 2/12/2026 | Hollencrest Capital Management | 4,200 | $243K | 0.0% | +4,100.0% | 0.003% | |
| 2/12/2026 | HRT Financial LP | 19,606 | $1.14M | 0.0% | N/A | 0.015% | |
| 2/12/2026 | DRW Securities LLC | 21,649 | $1.25M | 0.0% | +176.8% | 0.016% | |
| 2/12/2026 | Elevated Private Wealth LLC | 6,262 | $363K | 0.4% | N/A | 0.005% | |
| 2/12/2026 | Beacon Capital Management Inc. | 36,275 | $2.10M | 0.1% | +475.0% | 0.028% | |
| 2/12/2026 | Sprott Inc. | 24,400 | $1.41M | 0.0% | +100.0% | 0.019% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 4,814 | $279K | 0.0% | +62.4% | 0.004% | |
| 2/12/2026 | Renaissance Technologies LLC | 53,800 | $3.12M | 0.0% | +106.1% | 0.041% | |
| 2/12/2026 | Mindset Wealth Management LLC | 9,674 | $560K | 0.1% | +100.0% | 0.007% | |
| 2/12/2026 | Brown Brothers Harriman & Co. | 10,000 | $579K | 0.0% | +33.3% | 0.008% | |
| 2/12/2026 | Richmond Brothers Inc. | 35,941 | $2.08M | 1.3% | +409.5% | 0.027% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 6,004 | $348K | 0.0% | +92.6% | 0.005% | |
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| 2/11/2026 | Legacy Capital Wealth Management LLC | 12,447 | $721K | 0.4% | N/A | 0.009% | |
| 2/11/2026 | Simplex Trading LLC | 11,069 | $641K | 0.0% | +58.9% | 0.008% | |
| 2/11/2026 | Portfolio Design Labs LLC | 235,276 | $13.63M | 2.2% | +129.6% | 0.179% | |
| 2/11/2026 | Winnow Wealth LLC | 1,216 | $71K | 0.1% | +100.3% | 0.001% | |
| 2/11/2026 | Cerity Partners LLC | 5,785 | $335K | 0.0% | +223.2% | 0.004% | |
| 2/11/2026 | LPL Financial LLC | 64,658 | $3.75M | 0.0% | +43.6% | 0.049% | |
| 2/11/2026 | JPMorgan Chase & Co. | 108,541 | $6.29M | 0.0% | +105.9% | 0.082% | |
| 2/11/2026 | Invst LLC | 19,453 | $1.13M | 0.1% | +195.3% | 0.015% | |
| 2/10/2026 | Greenspring Advisors LLC | 10,126 | $587K | 0.0% | N/A | 0.008% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 630 | $36K | 0.0% | +100.0% | 0.000% | |