| 7/2/2026 | Burkett Financial Services LLC | 7,364 | $593K | 0.2% | +289.8% | 0.001% | |
| 7/2/2026 | Silverleafe Capital Partners LLC | 138,413 | $11.15M | 3.0% | +304.1% | 0.011% | |
| 7/2/2026 | Kozak & Associates Inc. | 1,076 | $86K | 0.0% | +295.6% | 0.000% | |
| 7/2/2026 | Gladwyn Financial Advisors Inc. | 920 | $74K | 0.0% | +197.7% | 0.000% | |
| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 1,791,507 | $144.34M | 3.7% | +248.3% | 0.137% | |
| 7/2/2026 | Versant Capital Management Inc | 376 | $30K | 0.0% | +300.0% | 0.000% | |
| 7/2/2026 | Diesslin Group Inc. | 2,701 | $218K | 0.1% | N/A | 0.000% | |
| 7/2/2026 | Collective Family Office LLC | 13,268 | $1.07M | 0.2% | +303.7% | 0.001% | |
| 7/2/2026 | Hilltop National Bank | 28,402 | $2.29M | 0.5% | +308.8% | 0.002% | |
| 7/2/2026 | CX Institutional | 767,143 | $61.81M | 1.8% | +334.9% | 0.059% | |
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| 7/2/2026 | First County Bank CT | 23,745 | $1.91M | 0.9% | +258.8% | 0.002% | |
| 7/1/2026 | Noble Wealth Management PBC | 10,269 | $827K | 0.4% | +299.6% | 0.001% | |
| 7/1/2026 | First Financial Bank Trust Division | 4,708 | $379K | 0.0% | +300.0% | 0.001% | |
| 7/1/2026 | Adelphi Trust Co | 135,021 | $10.88M | 7.2% | +288.2% | 0.042% | |
| 7/1/2026 | Eastern Bank | 11,086 | $893K | 0.0% | +429.9% | 0.003% | |
| 7/1/2026 | Trust Co of the South | 363,104 | $29.26M | 4.1% | +313.8% | 0.113% | |
| 6/22/2026 | Sapient Capital LLC | 30,516 | $8.76M | 0.1% | +21.3% | 0.010% | |
| 6/16/2026 | Steelhead Wealth Management LLC | 26,675 | $7.66M | 3.9% | N/A | 0.008% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 3,237 | $930K | 0.1% | +13.5% | 0.001% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 15,035 | $4.32M | 0.2% | -0.9% | 0.005% | |
| 6/4/2026 | Fischer Investment Strategies LLC | 1,642 | $472K | 0.3% | -19.9% | 0.001% | |
| 6/3/2026 | Wealthquest Corp | 144,354 | $41.46M | 2.9% | +2.8% | 0.045% | |
| 6/3/2026 | Parallel Advisors LLC | 55,429 | $15.92M | 0.3% | +0.6% | 0.017% | |
| 6/3/2026 | NewEdge Advisors LLC | 315,510 | $90.61M | 0.3% | +0.2% | 0.098% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 4,231 | $1.22M | 0.2% | N/A | 0.001% | |
| 6/1/2026 | Dala Group LLC | 6,705 | $1.93M | 1.6% | N/A | 0.002% | |
| 6/1/2026 | Keel Point LLC | 2,098 | $603K | 0.0% | -37.5% | 0.001% | |
| 5/29/2026 | Krane Financial Solutions LLC | 20,182 | $5.80M | 3.9% | N/A | 0.006% | |
| 5/29/2026 | Asset Dedication LLC | 4,719 | $1.36M | 0.1% | +14.1% | 0.001% | |
| 5/28/2026 | Cozad Asset Management Inc. | 41,219 | $11.84M | 0.9% | +0.4% | 0.013% | |
| 5/28/2026 | Maripau Wealth Management LLC | 1,209 | $347K | 0.2% | +57.4% | 0.000% | |
| 5/27/2026 | Security Financial Services INC. | 6,316 | $1.81M | 0.3% | +3.6% | 0.002% | |
| 5/27/2026 | Westshore Wealth LLC | 1,219 | $350K | 0.1% | -52.0% | 0.000% | |
| 5/26/2026 | Serenity Investment Advisors | 233,540 | $67.07M | 25.7% | +336.7% | 0.073% | |
| 5/26/2026 | Glenmede Trust Co. NA | 138,420 | $39.75M | 0.2% | -2.2% | 0.043% | |
| 5/26/2026 | Summit Financial Wealth Advisors LLC | 25,540 | $7.33M | 1.0% | +1.8% | 0.008% | |
| 5/26/2026 | Ruggaard & Associates LLC | 38,395 | $11.03M | 4.4% | -0.5% | 0.012% | |
| 5/22/2026 | Summitry LLC | 775 | $223K | 0.0% | N/A | 0.000% | |
| 5/22/2026 | WNY Asset Management LLC | 858 | $247K | 0.0% | N/A | 0.000% | |
| 5/22/2026 | Coastline Complete Wealth LLC | 40,062 | $11.51M | 7.1% | +9.7% | 0.012% | |
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| 5/22/2026 | Wellington Grp LLC | 69,082 | $19.84M | 6.1% | +13.5% | 0.022% | |
| 5/22/2026 | Verus Capital Partners LLC | 10,911 | $3.13M | 0.2% | +2.1% | 0.003% | |
| 5/21/2026 | JDM Financial Group LLC | 84,539 | $24.28M | 5.1% | +2.0% | 0.026% | |
| 5/20/2026 | Hobbs Group Advisors LLC | 3,623 | $1.04M | 0.3% | -3.8% | 0.001% | |
| 5/20/2026 | RMR Capital Management LLC | 6,644 | $1.91M | 1.4% | +14.9% | 0.002% | |
| 5/20/2026 | TrueWealth Financial Partners | 33,597 | $9.65M | 3.8% | N/A | 0.010% | |
| 5/19/2026 | Western Wealth Management LLC | 8,822 | $2.53M | 0.1% | +57.0% | 0.003% | |
| 5/19/2026 | McIlrath & Eck LLC | 58,175 | $16.71M | 1.2% | -33.6% | 0.018% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 4,540 | $1.30M | 0.4% | +22.6% | 0.001% | |
| 5/19/2026 | Royal Fund Management LLC | 7,834 | $2.26M | 0.2% | +3.5% | 0.002% | |
| 5/19/2026 | NewEdge Advisors LLC | 242,448 | $69.63M | 1.3% | -23.0% | 0.075% | |
| 5/19/2026 | Bank of America Corp DE | 18,131,075 | $5.21B | 0.4% | +0.0% | 5.645% | |
| 5/19/2026 | Wilson & Boucher Capital Management LLC | 15,301 | $4.39M | 2.9% | -1.1% | 0.005% | |
| 5/19/2026 | Edgestream Partners L.P. | 928 | $267K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | Financial Insights Inc. | 8,542 | $2.45M | 0.8% | -5.9% | 0.003% | |
| 5/19/2026 | Strategic Investment Advisors MI | 23,889 | $6.87M | 0.5% | -11.8% | 0.007% | |
| 5/19/2026 | Arkadios Wealth Advisors | 40,686 | $11.68M | 0.2% | +4.2% | 0.013% | |
| 5/19/2026 | Claris Financial LLC | 3,448 | $990K | 0.5% | +42.0% | 0.001% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 4,391 | $1.26M | 0.0% | +10.1% | 0.001% | |
| 5/18/2026 | Core Wealth Advisors Inc. | 53,861 | $15.47M | 3.7% | +2.4% | 0.017% | |
| 5/18/2026 | Royal Bank of Canada | 1,682,612 | $483.21M | 0.1% | +3.0% | 0.524% | |
| 5/18/2026 | Evelyn Partners Asset Management Ltd | 25,662 | $7.37M | 1.8% | +20.0% | 0.008% | |
| 5/18/2026 | Evelyn Partners Investment Management Services Ltd | 5,109 | $1.47M | 0.2% | +10.9% | 0.002% | |
| 5/18/2026 | Evercore Wealth Management LLC | 15,458 | $4.44M | 0.1% | +14.0% | 0.005% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 215,385 | $61.85M | 0.1% | -9.1% | 0.067% | |
| 5/16/2026 | Mittelman Wealth Management | 16,356 | $4.70M | 2.9% | +6.7% | 0.005% | |
| 5/16/2026 | KCM Investment Advisors LLC | 2,069 | $594K | 0.0% | -84.8% | 0.001% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 10,917 | $3.14M | 0.4% | +135.1% | 0.003% | |
| 5/16/2026 | Excelsior Advisor Network LLC | 23,308 | $6.69M | 2.5% | +14.0% | 0.007% | |
| 5/16/2026 | Quantinno Capital Management LP | 76,558 | $21.99M | 0.0% | +18.7% | 0.024% | |
| 5/15/2026 | Legacy PCG LLC | 1,172 | $337K | 1.8% | -88.1% | 0.000% | |
| 5/15/2026 | Northeast Financial Group Inc. | 1,165 | $335K | 0.1% | -18.2% | 0.000% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 41,268 | $11.85M | 0.5% | +3,225.4% | 0.013% | |
| 5/15/2026 | Ameraudi Asset Management Inc. | 14,651 | $4.21M | 2.3% | -20.4% | 0.005% | |
| 5/15/2026 | Cypress Capital Group | 4,664 | $1.34M | 0.1% | -15.3% | 0.001% | |
| 5/15/2026 | Van Diest Capital LLC | 1,291 | $371K | 0.3% | +73.8% | 0.000% | |
| 5/15/2026 | Bradley Foster & Sargent Inc. CT | 29,561 | $8.49M | 0.1% | +2.2% | 0.009% | |
| 5/15/2026 | Mustico Financial Group Inc. | 144,415 | $41.47M | 25.6% | +322.9% | 0.045% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 3,027 | $869K | 0.4% | N/A | 0.001% | |
| 5/15/2026 | Windsor Advisory Group LLC | 4,771 | $1.37M | 1.1% | +594.5% | 0.001% | |
| 5/15/2026 | Waverly Advisors LLC | 355,422 | $102.07M | 0.8% | +3.5% | 0.111% | |
| 5/15/2026 | Asset Management Group Inc. | 57,544 | $16.53M | 2.7% | +12.4% | 0.018% | |
| 5/15/2026 | Wealth Alliance LLC | 11,174 | $3.21M | 0.3% | -8.8% | 0.003% | |
| 5/15/2026 | St. Louis Trust Co | 7,878 | $2.26M | 0.3% | +8.3% | 0.002% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 28,143 | $8.08M | 0.5% | +248.0% | 0.009% | |
| 5/15/2026 | Cannell & Spears LLC | 2,345 | $673K | 0.0% | +15.3% | 0.001% | |
| 5/14/2026 | Sentinel Advisory Group LLC | 1,846 | $530K | 0.3% | N/A | 0.001% | |
| 5/14/2026 | Renaissance Technologies LLC | 29,400 | $8.44M | 0.0% | +478.7% | 0.009% | |
| 5/14/2026 | Bollard Group LLC | 366 | $105K | 0.0% | N/A | 0.000% | |
| 5/14/2026 | Gamco Investors INC. ET AL | 10,859 | $3.12M | 0.0% | +69.0% | 0.003% | |
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| 5/14/2026 | Hilltop Holdings Inc. | 10,078 | $2.89M | 0.3% | +7.2% | 0.003% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 11,145 | $3.20M | 0.1% | +9.6% | 0.003% | |
| 5/14/2026 | Compound Planning Inc. | 13,329 | $3.83M | 0.1% | -68.3% | 0.004% | |
| 5/14/2026 | RMG Wealth Management LLC | 39,805 | $11.43M | 1.4% | +480.0% | 0.012% | |
| 5/14/2026 | Gibbs Wealth Management | 2,304 | $662K | 0.1% | +67.8% | 0.001% | |
| 5/14/2026 | American Financial Advisors LLC | 82,968 | $23.83M | 3.2% | -0.6% | 0.026% | |
| 5/14/2026 | Sei Investments Co. | 4,482 | $1.29M | 0.0% | +28.9% | 0.001% | |
| 5/14/2026 | Lido Advisors LLC | 159,510 | $45.81M | 0.1% | +13.3% | 0.050% | |
| 5/14/2026 | Monograph Wealth Advisors LLC | 8,514 | $2.45M | 0.2% | +1.6% | 0.003% | |
| 5/13/2026 | Cetera Investment Advisers | 1,384,756 | $397.67M | 0.4% | +8.3% | 0.431% | |