| 5/17/2024 | Comerica Bank | 197,346 | $11.56M | 0.0% | -24.3% | 0.097% | |
| 5/17/2024 | Innealta Capital LLC | 82,709 | $4.84M | 2.0% | N/A | 0.041% | |
| 5/15/2024 | SVB Wealth LLC | 3,526 | $206K | 0.0% | -59.0% | 0.002% | |
| 5/15/2024 | Flow Traders U.S. LLC | 63,005 | $3.69M | 0.2% | N/A | 0.031% | |
| 5/15/2024 | Beck Capital Management LLC | 34,155 | $2M | 0.6% | N/A | 0.017% | |
| 5/15/2024 | Lazard Asset Management LLC | 30,238 | $1.77M | 0.0% | -1.2% | 0.015% | |
|
| 5/14/2024 | OLD Mission Capital LLC | 120,483 | $7.05M | 0.1% | N/A | 0.059% | |
| 5/14/2024 | Karpus Management Inc. | 191,611 | $11.22M | 0.3% | -11.2% | 0.094% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 40,415 | $2.37M | 0.1% | N/A | 0.020% | |
| 5/13/2024 | Bessemer Group Inc. | 6,545 | $383K | 0.0% | +8,626.7% | 0.003% | |
| 5/11/2024 | ESL Trust Services LLC | 989 | $58K | 0.0% | N/A | 0.000% | |
| 5/10/2024 | JPMorgan Chase & Co. | 131,415,060 | $7.69B | 0.7% | +3.3% | 64.673% | |
| 5/10/2024 | Horizon Family Wealth Inc. | 7,006 | $410K | 0.3% | +3.9% | 0.003% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 32,041 | $1.88M | 0.1% | +3.8% | 0.016% | |
| 5/9/2024 | Leo Wealth LLC | 130,985 | $7.63M | 0.8% | +9.2% | 0.064% | |
| 5/9/2024 | Blair William & Co. IL | 34,994 | $2.05M | 0.0% | +2.2% | 0.017% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 73,652 | $4.31M | 0.0% | N/A | 0.036% | |
| 5/9/2024 | Interchange Capital Partners LLC | 41,714 | $2.45M | 1.7% | -3.4% | 0.021% | |
| 5/8/2024 | US Bancorp DE | 10,233 | $599K | 0.0% | +105.9% | 0.005% | |
| 5/7/2024 | Wealthspire Advisors LLC | 11,395 | $667K | 0.0% | -4.4% | 0.006% | |
| 5/7/2024 | AIA Group Ltd | 733,995 | $42.98M | 1.4% | +6.1% | 0.361% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 63,169 | $3.70M | 0.0% | -5.8% | 0.031% | |
| 5/6/2024 | Custos Family Office LLC | 7,820 | $458K | 0.2% | -8.2% | 0.004% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 8,127 | $476K | 0.0% | +14,676.4% | 0.004% | |
| 5/3/2024 | FDx Advisors Inc. | 42,586 | $2.49M | 0.4% | -46.7% | 0.021% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 186,455 | $10.92M | 0.5% | -13.8% | 0.092% | |
| 5/3/2024 | Patron Partners LLC | 5,921 | $347K | 0.2% | -36.6% | 0.003% | |
| 5/2/2024 | Gilbert & Cook Inc. | 8,788 | $515K | 0.1% | -11.3% | 0.004% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 4,410 | $258K | 0.0% | -39.1% | 0.002% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 1,108,480 | $64.90M | 0.1% | -5.6% | 0.542% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 29,678 | $1.74M | 0.2% | N/A | 0.015% | |
| 5/1/2024 | Diversify Advisory Services LLC | 7,178 | $414K | 0.0% | N/A | 0.004% | |
| 4/30/2024 | Private Advisor Group LLC | 18,724 | $1.10M | 0.0% | +5.4% | 0.009% | |
| 4/30/2024 | Norden Group LLC | 4,094 | $240K | 0.0% | N/A | 0.002% | |
| 4/30/2024 | Summit Place Financial Advisors LLC | 34,825 | $2.04M | 1.2% | +16.7% | 0.017% | |
| 4/30/2024 | Perigon Wealth Management LLC | 19,613 | $1.15M | 0.0% | +75.8% | 0.010% | |
| 4/30/2024 | Allspring Global Investments Holdings LLC | 1,234,144 | $72.26M | 0.1% | N/A | 0.604% | |
| 4/29/2024 | Sierra Capital LLC | 4,236 | $248K | 0.0% | N/A | 0.002% | |
| 4/26/2024 | Sage Advisory Services Ltd.Co. | 206,784 | $12.11M | 3.3% | -10.8% | 0.101% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 102,792 | $6.02M | 0.0% | +216.8% | 0.050% | |
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| 4/24/2024 | H&H Retirement Design & Management INC | 5,458 | $301K | 0.2% | -30.2% | 0.003% | |
| 4/23/2024 | Bfsg LLC | 932 | $55K | 0.0% | +2,812.5% | 0.000% | |
| 4/23/2024 | Venturi Wealth Management LLC | 1,678 | $98K | 0.0% | -27.2% | 0.001% | |
| 4/23/2024 | Fifth Third Bancorp | 1,375 | $81K | 0.0% | -72.0% | 0.001% | |
| 4/23/2024 | Strategic Blueprint LLC | 7,826 | $458K | 0.0% | N/A | 0.004% | |
| 4/23/2024 | Sapient Capital LLC | 12,748 | $746K | 0.0% | -26.9% | 0.006% | |
| 4/19/2024 | Norden Group LLC | 5,280,421 | $309.17M | 3.4% | N/A | 2.583% | |
| 4/18/2024 | Allspring Global Investments Holdings LLC | 1,234,144 | $72.26M | 0.1% | N/A | 0.604% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 14,052 | $823K | 0.0% | N/A | 0.008% | |
| 4/15/2024 | Ehrlich Financial Group | 5,524 | $323K | 0.3% | -30.6% | 0.003% | |
| 4/15/2024 | Cooksen Wealth LLC | 5,398 | $316K | 0.3% | -12.0% | 0.003% | |
| 4/12/2024 | Peak Financial Advisors LLC | 107,917 | $6.32M | 3.8% | +1.0% | 0.063% | |
| 4/11/2024 | Fortitude Family Office LLC | 590 | $35K | 0.0% | N/A | 0.000% | |
| 4/10/2024 | CVA Family Office LLC | 30,483 | $1.79M | 0.3% | +53.9% | 0.018% | |
| 4/10/2024 | Park Avenue Securities LLC | 3,765 | $220K | 0.0% | -10.4% | 0.002% | |
| 4/9/2024 | Mather Group LLC. | 478 | $28K | 0.0% | N/A | 0.000% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 11,884 | $624K | 0.0% | -1.7% | 0.007% | |
| 3/22/2024 | Cooksen Wealth LLC | 6,131 | $322K | 0.4% | N/A | 0.004% | |
| 3/14/2024 | Leo Wealth LLC | 119,943 | $6.47M | 0.7% | N/A | 0.070% | |
| 3/5/2024 | Wellington Management Group LLP | 137,718 | $7.23M | 0.0% | -9.5% | 0.081% | |
| 2/28/2024 | Abel Hall LLC | 5,425 | $285K | 0.2% | N/A | 0.003% | |
| 2/26/2024 | Syon Capital LLC | 7,279 | $382K | 0.0% | N/A | 0.004% | |
| 2/14/2024 | Jacobi Capital Management LLC | 165,921 | $8.71M | 0.9% | +2.9% | 0.097% | |
| 2/14/2024 | Icon Wealth Advisors LLC | 12,070 | $634K | 0.1% | N/A | 0.007% | |
| 2/14/2024 | Sentinel Trust Co. LBA | 317,400 | $16.67M | 2.2% | +34.4% | 0.186% | |
| 2/13/2024 | Karpus Management Inc. | 215,871 | $11.34M | 0.3% | -1.6% | 0.126% | |
| 2/13/2024 | CIBC Private Wealth Group LLC | 13,510 | $710K | 0.0% | N/A | 0.008% | |
| 2/13/2024 | 1607 Capital Partners LLC | 320,000 | $16.81M | 1.2% | N/A | 0.187% | |
| 2/12/2024 | Madison Asset Management LLC | 102,926 | $5.41M | 0.1% | +1.7% | 0.060% | |
| 2/12/2024 | Brown Brothers Harriman & Co. | 1,204 | $63K | 0.0% | N/A | 0.001% | |
| 2/12/2024 | Bank of Nova Scotia | 955,300 | $50.17M | 0.1% | N/A | 0.560% | |
| 2/12/2024 | Dorsey & Whitney Trust CO LLC | 30,864 | $1.62M | 0.1% | +10.2% | 0.018% | |
| 2/12/2024 | Perella Weinberg Partners Capital Management LP | 2,304,930 | $121.06M | 9.9% | +256.9% | 1.350% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 32,450 | $1.70M | 0.0% | +5.7% | 0.019% | |
| 2/9/2024 | Corient Private Wealth LLC | 45,971 | $2.41M | 0.0% | -12.6% | 0.027% | |
| 2/9/2024 | UBS Group AG | 114,635 | $6.02M | 0.0% | +22.6% | 0.067% | |
| 2/9/2024 | PNC Financial Services Group Inc. | 11,884 | $624K | 0.0% | -1.7% | 0.007% | |
| 2/8/2024 | Quadrant Capital Group LLC | 3,982 | $209K | 0.0% | N/A | 0.002% | |
| 2/8/2024 | Horizon Family Wealth Inc. | 6,743 | $354K | 0.3% | +24.0% | 0.004% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 67,047 | $3.52M | 0.0% | +2.3% | 0.039% | |
| 2/7/2024 | Summit Place Financial Advisors LLC | 29,845 | $1.57M | 1.0% | +3.8% | 0.017% | |
| 2/7/2024 | Mount Lucas Management LP | 63,406 | $3.33M | 1.0% | -1.6% | 0.037% | |
| 2/7/2024 | Principal Securities Inc. | 334,243 | $17.55M | 0.7% | N/A | 0.196% | |
| 2/7/2024 | Wealthspire Advisors LLC | 11,916 | $626K | 0.0% | N/A | 0.007% | |
| 2/6/2024 | Cullen Frost Bankers Inc. | 682 | $36K | 0.0% | N/A | 0.000% | |
| 2/6/2024 | Private Advisor Group LLC | 17,764 | $933K | 0.0% | +3.1% | 0.010% | |
| 2/6/2024 | Vestmark Advisory Solutions Inc. | 153,136 | $8.04M | 0.4% | +21.5% | 0.090% | |
| 2/6/2024 | Sapient Capital LLC | 17,450 | $916K | 0.0% | N/A | 0.010% | |
| 2/6/2024 | Eldridge Investment Advisors Inc. | 183,763 | $9.65M | 2.5% | +0.9% | 0.108% | |
| 2/6/2024 | First Horizon Advisors Inc. | 470 | $25K | 0.0% | +446.5% | 0.000% | |
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| 2/6/2024 | Robertson Stephens Wealth Management LLC | 12,738 | $669K | 0.0% | +61.7% | 0.007% | |
| 2/5/2024 | Cary Street Partners Asset Management LLC | 6,747 | $354K | 0.1% | -50.1% | 0.004% | |
| 2/5/2024 | Brighton Jones LLC | 12,910 | $678K | 0.0% | N/A | 0.008% | |
| 2/5/2024 | Transcend Capital Advisors LLC | 31,459 | $1.65M | 0.1% | -9.9% | 0.018% | |
| 2/2/2024 | Truist Financial Corp | 10,607 | $557K | 0.0% | -19.3% | 0.006% | |
| 2/2/2024 | Spinnaker Trust | 127,234 | $6.68M | 0.5% | N/A | 0.075% | |
| 2/2/2024 | Syon Capital LLC | 7,356 | $386K | 0.0% | N/A | 0.004% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 14,896 | $782K | 0.0% | -1.5% | 0.009% | |
| 2/1/2024 | New York State Common Retirement Fund | 137,718 | $7.23M | 0.0% | -9.5% | 0.081% | |
| 2/1/2024 | Sage Advisory Services Ltd.Co. | 231,849 | $12.18M | 3.3% | +0.2% | 0.136% | |
