| 7/12/2026 | Walker Asset Management LLC | 6,282 | $519K | 0.3% | +500.0% | 0.002% | |
| 7/10/2026 | Abound Wealth Management | 1,564 | $129K | 0.0% | +506.2% | 0.000% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 36,108 | $2.98M | 0.1% | +824.0% | 0.011% | |
| 7/10/2026 | West Branch Capital LLC | 307 | $25K | 0.0% | +502.0% | 0.000% | |
| 7/10/2026 | KWB Wealth | 20,741 | $1.71M | 0.1% | +492.1% | 0.007% | |
| 7/10/2026 | SMI Advisory Services LLC | 5,307 | $432K | 0.1% | N/A | 0.002% | |
| 7/10/2026 | Sherman Wealth Management LLC | 37,758 | $3.12M | 2.3% | +509.4% | 0.012% | |
| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,169 | $262K | 0.0% | N/A | 0.001% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 15,395 | $1.27M | 0.0% | +503.3% | 0.005% | |
| 7/9/2026 | Sapient Capital LLC | 5,850 | $483K | 0.0% | +500.0% | 0.002% | |
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| 7/9/2026 | World Equity Group Inc. | 3,803 | $314K | 0.1% | +492.4% | 0.001% | |
| 7/9/2026 | Focus Financial Network Inc. | 4,859 | $401K | 0.0% | +547.0% | 0.002% | |
| 7/9/2026 | Allied Private Wealth LLC | 2,419 | $198K | 0.1% | N/A | 0.001% | |
| 7/9/2026 | Arista Wealth Management LLC | 1,054,603 | $87.13M | 9.4% | +486.0% | 0.332% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 2,395 | $198K | 0.0% | +6.9% | 0.001% | |
| 7/9/2026 | Ehrlich Financial Group | 105,549 | $8.72M | 4.5% | +518.7% | 0.033% | |
| 7/9/2026 | Agate Pass Investment Management LLC | 3,069 | $254K | 0.1% | N/A | 0.001% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 2,555 | $211K | 0.0% | N/A | 0.001% | |
| 7/9/2026 | Crumly & Associates Inc. | 3,468 | $287K | 0.1% | +500.0% | 0.001% | |
| 7/8/2026 | Beacon Investment Advisory Services Inc. | 1,332 | $110K | 0.0% | +500.0% | 0.000% | |
| 7/8/2026 | Sprinkle Financial Consultants LLC | 3,385 | $280K | 0.1% | +500.2% | 0.001% | |
| 7/8/2026 | First Heartland Consultants Inc. | 4,027 | $333K | 0.0% | +500.1% | 0.001% | |
| 7/8/2026 | LifeGoal Investments LLC | 3,487 | $288K | 0.1% | +529.4% | 0.001% | |
| 7/8/2026 | Cooper Financial Group | 118,652 | $9.80M | 0.8% | +500.1% | 0.037% | |
| 7/8/2026 | Elevation Wealth Partners LLC | 816 | $67K | 0.0% | +500.0% | 0.000% | |
| 7/8/2026 | Apella Capital LLC | 445,787 | $36.45M | 0.5% | +463.2% | 0.140% | |
| 7/8/2026 | Westmount Partners LLC | 2,612 | $216K | 0.0% | N/A | 0.001% | |
| 7/8/2026 | Midwest Financial Network LLC | 21,454 | $1.77M | 1.2% | +405.8% | 0.007% | |
| 7/8/2026 | Chapin Davis Inc. | 3,054 | $252K | 0.0% | +500.0% | 0.001% | |
| 7/7/2026 | Willner & Heller LLC | 4,056 | $335K | 0.2% | +500.0% | 0.001% | |
| 7/7/2026 | Graves Light Lenhart Wealth Inc. | 258,813 | $21.38M | 2.0% | +588.4% | 0.082% | |
| 7/7/2026 | Tlwm | 3,841 | $317K | 0.1% | N/A | 0.001% | |
| 7/7/2026 | GAMMA Investing LLC | 1,494 | $123K | 0.0% | +295.2% | 0.000% | |
| 7/7/2026 | Harbor Investment Advisory LLC | 3,481 | $288K | 0.0% | N/A | 0.001% | |
| 7/7/2026 | Canandaigua National Bank & Trust Co. | 5,604 | $463K | 0.0% | N/A | 0.002% | |
| 7/7/2026 | Arlington Trust Co LLC | 612 | $51K | 0.0% | +500.0% | 0.000% | |
| 7/7/2026 | CoreCap Advisors LLC | 40,823 | $3.37M | 0.1% | +499.5% | 0.013% | |
| 7/7/2026 | Hiley Hunt Wealth Management | 15,729 | $1.30M | 0.5% | +490.2% | 0.005% | |
| 7/6/2026 | Hobart Private Capital LLC | 10,302 | $851K | 0.1% | +500.0% | 0.003% | |
| 7/6/2026 | Vigilare Wealth Management | 5,236 | $433K | 0.1% | +649.1% | 0.002% | |
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| 7/2/2026 | Hilltop National Bank | 1,146 | $95K | 0.0% | +500.0% | 0.000% | |
| 6/18/2026 | Western Wealth Management LLC | 3,121 | $1.27M | 0.0% | +194.4% | 0.006% | |
| 6/10/2026 | Curry Webb Wealth Management LLC | 46,455 | $18.94M | 8.9% | N/A | 0.091% | |
| 6/4/2026 | Midwest Financial Network LLC | 4,242 | $1.73M | 1.4% | -22.2% | 0.008% | |
| 6/3/2026 | NewEdge Advisors LLC | 16,442 | $6.70M | 0.0% | -7.5% | 0.032% | |
| 6/2/2026 | Optiver Holding B.V. | 1,887 | $769K | 0.0% | N/A | 0.004% | |
| 5/26/2026 | Glenmede Trust Co. NA | 743 | $303K | 0.0% | -35.6% | 0.001% | |
| 5/22/2026 | Coastline Complete Wealth LLC | 34,406 | $14.03M | 8.7% | +1,649.2% | 0.068% | |
| 5/21/2026 | Vestor Capital LLC | 585 | $238K | 0.0% | +207.9% | 0.001% | |
| 5/19/2026 | Western Wealth Management LLC | 3,121 | $1.27M | 0.0% | +194.4% | 0.006% | |
| 5/19/2026 | Royal Fund Management LLC | 8,907 | $3.64M | 0.3% | -4.1% | 0.017% | |
| 5/19/2026 | NewEdge Advisors LLC | 4,654 | $1.90M | 0.0% | -73.8% | 0.009% | |
| 5/19/2026 | Bank of America Corp DE | 655,893 | $267.40M | 0.0% | -2.7% | 1.287% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 3,895 | $1.59M | 0.0% | -20.2% | 0.008% | |
| 5/18/2026 | Royal Bank of Canada | 73,581 | $30.00M | 0.0% | -13.4% | 0.144% | |
| 5/18/2026 | Richwood Investment Advisors LLC | 4,476 | $1.83M | 1.4% | +500.0% | 0.009% | |
| 5/16/2026 | Quantinno Capital Management LP | 48,099 | $19.61M | 0.0% | +5.0% | 0.094% | |
| 5/16/2026 | Lazard Asset Management LLC | 7,085 | $2.89M | 0.0% | -23.2% | 0.014% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 2,814 | $1.15M | 0.0% | +50.5% | 0.006% | |
| 5/15/2026 | Bawa N Mallick Trust | 3,418 | $1.39M | 0.6% | -22.7% | 0.007% | |
| 5/15/2026 | Waverly Advisors LLC | 1,127 | $459K | 0.0% | +19.3% | 0.002% | |
| 5/15/2026 | Asset Management Group Inc. | 8,573 | $3.50M | 0.6% | -2.9% | 0.017% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 2,640 | $1.08M | 0.1% | N/A | 0.005% | |
| 5/13/2026 | Cetera Investment Advisers | 73,900 | $30.13M | 0.0% | +1.9% | 0.145% | |
| 5/13/2026 | NewEdge Wealth LLC | 1,446 | $590K | 0.0% | +92.8% | 0.003% | |
| 5/8/2026 | Summit Asset Management LLC | 3,526 | $1.44M | 0.2% | +16.4% | 0.007% | |
| 5/7/2026 | Florida Financial Advisors LLC | 2,202 | $898K | 0.2% | -19.5% | 0.004% | |
| 5/7/2026 | World Equity Group Inc. | 642 | $262K | 0.1% | N/A | 0.001% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 553 | $225K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 1,674 | $682K | 0.0% | +500.0% | 0.003% | |
| 5/6/2026 | Zhang Financial LLC | 9,743 | $3.97M | 0.1% | +1.8% | 0.019% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 1,415 | $577K | 0.1% | +509.9% | 0.003% | |
| 5/6/2026 | Modera Wealth Management LLC | 2,484 | $1.01M | 0.0% | -27.4% | 0.005% | |
| 5/6/2026 | Assetmark Inc. | 957 | $390K | 0.0% | -19.6% | 0.002% | |
| 5/6/2026 | Independent Financial Group LLC | 11,106 | $4.53M | 0.1% | N/A | 0.022% | |
| 5/6/2026 | BCM Advisors LLC | 4,914 | $2.00M | 0.4% | N/A | 0.010% | |
| 5/5/2026 | Wealthfront Advisers LLC | 10,824 | $4.41M | 0.0% | +17.0% | 0.021% | |
| 5/5/2026 | Bank of New York Mellon Corp | 2,034 | $829K | 0.0% | -14.7% | 0.004% | |
| 5/5/2026 | Signet Financial Management LLC | 12,929 | $5.27M | 0.6% | -5.0% | 0.025% | |
| 5/5/2026 | Sanctuary Advisors LLC | 15,515 | $6.33M | 0.0% | -6.9% | 0.030% | |
| 5/5/2026 | Sigma Planning Corp | 13,789 | $5.62M | 0.2% | +2.8% | 0.027% | |
| 5/5/2026 | Cornerstone Advisory LLC | 60,231 | $24.56M | 2.3% | -1.1% | 0.118% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 788 | $321K | 0.0% | N/A | 0.002% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 3,907 | $1.59M | 0.0% | +459.7% | 0.008% | |
| 5/2/2026 | Diversify Wealth Management LLC | 35,153 | $14.33M | 0.3% | N/A | 0.069% | |
| 5/2/2026 | Valmark Advisers Inc. | 14,627 | $5.96M | 0.1% | +51.6% | 0.029% | |
| 5/2/2026 | R. W. Roge & Company Inc. | 9,440 | $3.85M | 1.8% | -6.9% | 0.019% | |
| 5/2/2026 | Carnegie Investment Counsel | 2,183 | $890K | 0.0% | +6.4% | 0.004% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 20,325 | $8.29M | 0.1% | -20.5% | 0.040% | |
| 5/1/2026 | Midwest Trust Co | 1,070 | $436K | 0.0% | N/A | 0.002% | |
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| 5/1/2026 | Fifth Third Bancorp | 13,147 | $5.36M | 0.0% | +950.1% | 0.026% | |
| 5/1/2026 | Triton Wealth Management PLLC | 3,101 | $1.29M | 0.5% | +5.3% | 0.001% | |
| 5/1/2026 | Simplicity Wealth LLC | 3,415 | $1.39M | 0.1% | -14.0% | 0.001% | |
| 5/1/2026 | Conning Inc. | 35,650 | $14.53M | 0.5% | +11.2% | 0.012% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 5,796 | $2.36M | 0.0% | -4.9% | 0.002% | |
| 4/30/2026 | Kestra Advisory Services LLC | 54,228 | $22.11M | 0.1% | -24.3% | 0.018% | |
| 4/29/2026 | Penobscot Investment Management Company Inc. | 2,794 | $1.14M | 0.1% | -6.6% | 0.001% | |
| 4/29/2026 | Kiley Juergens Wealth Management LLC | 1,546 | $630K | 0.1% | N/A | 0.001% | |
| 4/28/2026 | GM Advisory Group LLC | 13,152 | $5.36M | 0.2% | -6.5% | 0.004% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 857 | $349K | 0.0% | -19.6% | 0.000% | |