| 5/17/2024 | Citizens Financial Group Inc. RI | 25,874 | $589K | 0.0% | -9.6% | 0.002% | |
| 5/17/2024 | National Wealth Management Group LLC | 26,776 | $610K | 0.5% | +14.1% | 0.002% | |
| 5/17/2024 | Comerica Bank | 233,618 | $5.32M | 0.0% | +35.1% | 0.021% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 24,659 | $561K | 0.1% | N/A | 0.002% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 83,684 | $1.84M | 0.0% | +98.5% | 0.007% | |
| 5/16/2024 | High Falls Advisors Inc | 41,584 | $947K | 0.2% | -27.0% | 0.004% | |
|
| 5/16/2024 | Prudent Investors Network Inc. | 22,459 | $511K | 0.2% | N/A | 0.002% | |
| 5/15/2024 | Ascent Group LLC | 117,253 | $2.67M | 0.2% | +1.8% | 0.010% | |
| 5/15/2024 | Kestra Advisory Services LLC | 694,442 | $15.81M | 0.1% | +25.7% | 0.061% | |
| 5/15/2024 | Lazard Asset Management LLC | 64,285 | $1.46M | 0.0% | -15.6% | 0.006% | |
| 5/15/2024 | 1832 Asset Management L.P. | 2,935,845 | $66.85M | 0.0% | +36.3% | 0.260% | |
| 5/15/2024 | Truvestments Capital LLC | 11,424 | $260K | 0.1% | -11.7% | 0.001% | |
| 5/14/2024 | JT Stratford LLC | 322,121 | $7.34M | 1.5% | +8.6% | 0.029% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 33,072 | $753K | 0.0% | -4.1% | 0.003% | |
| 5/14/2024 | EP Wealth Advisors LLC | 4,752,554 | $108.22M | 1.3% | +1.3% | 0.421% | |
| 5/14/2024 | CreativeOne Wealth LLC | 194,787 | $4.44M | 0.2% | +71.9% | 0.017% | |
| 5/14/2024 | Crewe Advisors LLC | 3,589 | $82K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | CANADA LIFE ASSURANCE Co | 105,959 | $2.41M | 0.0% | -4.3% | 0.009% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 25,072 | $571K | 0.0% | N/A | 0.002% | |
| 5/13/2024 | PAX Financial Group LLC | 47,968 | $1.09M | 0.2% | +348.0% | 0.004% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 6,216,919 | $141.56M | 6.0% | +5.9% | 0.550% | |
| 5/10/2024 | Osaic Holdings Inc. | 2,076,736 | $47.29M | 0.1% | -26.7% | 0.184% | |
| 5/10/2024 | TIAA Trust National Association | 74,400 | $1.69M | 0.0% | -1.0% | 0.007% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 132,000 | $3.01M | 0.2% | +3.1% | 0.012% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 58,919 | $1.34M | 0.0% | -7.0% | 0.005% | |
| 5/9/2024 | Blair William & Co. IL | 19,134 | $436K | 0.0% | -27.7% | 0.002% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 25,906 | $590K | 0.0% | +17.5% | 0.002% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 29,019 | $661K | 0.0% | -9.9% | 0.003% | |
| 5/8/2024 | West Wealth Group LLC | 25,048 | $570K | 0.2% | -36.4% | 0.002% | |
| 5/8/2024 | TSA Wealth Managment LLC | 102,851 | $2.34M | 1.0% | -29.5% | 0.009% | |
| 5/8/2024 | Paladin Advisory Group LLC | 305,236 | $6.87M | 5.4% | +8.7% | 0.027% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 220,072 | $5.01M | 0.0% | -2.7% | 0.019% | |
| 5/8/2024 | US Bancorp DE | 1,197,405 | $27.27M | 0.0% | +0.8% | 0.106% | |
| 5/8/2024 | Addison Capital Co | 51,860 | $1.18M | 0.6% | N/A | 0.005% | |
| 5/7/2024 | Verus Capital Partners LLC | 25,961 | $591K | 0.1% | +34.8% | 0.002% | |
| 5/7/2024 | Regency Capital Management Inc. DE | 10,283 | $234K | 0.1% | +16.2% | 0.001% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 62,269 | $1.42M | 0.1% | -5.9% | 0.006% | |
| 5/7/2024 | Atomi Financial Group Inc. | 9,571 | $218K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | Significant Wealth Partners LLC | 16,446 | $374K | 0.2% | N/A | 0.001% | |
| 5/7/2024 | Bernardo Wealth Planning LLC | 463,713 | $10.56M | 2.9% | +13.7% | 0.041% | |
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| 5/7/2024 | Shared Vision Wealth Group LLC | 102,046 | $2.32M | 1.5% | -2.7% | 0.009% | |
| 5/7/2024 | Topel & Distasi Wealth Management LLC | 508,980 | $11.59M | 5.1% | +26.5% | 0.045% | |
| 5/7/2024 | PFG Advisors | 28,558 | $650K | 0.0% | -54.2% | 0.003% | |
| 5/7/2024 | Wealthspire Advisors LLC | 586,834 | $13.36M | 0.2% | -0.2% | 0.052% | |
| 5/7/2024 | Stokes Family Office LLC | 34,511 | $786K | 0.1% | -4.7% | 0.003% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 1,209,154 | $27.53M | 0.1% | +15.4% | 0.107% | |
| 5/6/2024 | SYM FINANCIAL Corp | 2,650,947 | $60.36M | 10.0% | +10.0% | 0.235% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 9,642 | $220K | 0.2% | -27.0% | 0.001% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 347,296 | $7.91M | 3.7% | +2.2% | 0.031% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 436,046 | $9.93M | 0.5% | +136.4% | 0.039% | |
| 5/4/2024 | Csenge Advisory Group | 30,904 | $704K | 0.0% | +20.4% | 0.003% | |
| 5/3/2024 | Catalina Capital Group LLC | 129,499 | $2.95M | 1.2% | +1.5% | 0.011% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 9,109 | $207K | 0.0% | N/A | 0.001% | |
| 5/3/2024 | TFB Advisors LLC | 59,642 | $1.32M | 0.5% | +18.4% | 0.005% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 99,984 | $2.28M | 0.3% | N/A | 0.009% | |
| 5/3/2024 | Peavine Capital LLC | 9,848,623 | $224.25M | 56.6% | +3.1% | 0.872% | |
| 5/3/2024 | Commerce Bank | 3,682,713 | $83.86M | 0.6% | +4.4% | 0.326% | |
| 5/3/2024 | Liberty Wealth Management LLC | 85,121 | $1.94M | 0.4% | -19.8% | 0.008% | |
| 5/3/2024 | Rinkey Investments | 9,571 | $218K | 0.1% | N/A | 0.001% | |
| 5/2/2024 | Mutual Advisors LLC | 8,233,590 | $187.48M | 6.0% | +11.5% | 0.729% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 395,389 | $9.00M | 0.2% | -2.1% | 0.035% | |
| 5/2/2024 | First Command Advisory Services Inc. | 3,069 | $69K | 0.0% | +2,479.0% | 0.000% | |
| 5/2/2024 | Magnolia Capital Advisors LLC | 14,125 | $314K | 0.3% | +4.5% | 0.001% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 6,729 | $153K | 0.0% | +11.1% | 0.001% | |
| 5/2/2024 | Vantage Financial Partners LLC | 320,352 | $7.29M | 2.0% | +0.8% | 0.028% | |
| 5/2/2024 | BNP Paribas | 88,475 | $2.02M | 0.1% | N/A | 0.008% | |
| 5/2/2024 | Choreo LLC | 76,802 | $1.75M | 0.0% | +1.9% | 0.007% | |
| 5/2/2024 | Family Firm Inc. | 61,337 | $1.40M | 0.3% | +28.3% | 0.005% | |
| 5/2/2024 | Palisade Asset Management LLC | 6,477 | $147K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | GLOBALT Investments LLC GA | 2,574,932 | $58.63M | 2.3% | -2.3% | 0.228% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 2,234,601 | $50.88M | 0.2% | +128.6% | 0.198% | |
| 5/1/2024 | Intelligence Driven Advisers LLC | 67,949 | $1.55M | 0.2% | -1.6% | 0.006% | |
| 5/1/2024 | Blue Trust Inc. | 73,466 | $1.67M | 0.0% | -54.1% | 0.007% | |
| 5/1/2024 | Source Financial Advisors LLC | 472,268 | $10.75M | 3.3% | +20.0% | 0.042% | |
| 5/1/2024 | Summit Wealth Group LLC | 41,481 | $945K | 0.6% | +4.9% | 0.004% | |
| 5/1/2024 | Ascent Wealth Partners LLC | 62,506 | $1.42M | 0.2% | +359.5% | 0.006% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 1,407,022 | $32.04M | 0.1% | +8.9% | 0.125% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 61,057 | $1.39M | 0.1% | +13.1% | 0.005% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 62,257 | $1.42M | 0.2% | N/A | 0.006% | |
| 5/1/2024 | Mission Wealth Management LP | 17,279 | $393K | 0.0% | N/A | 0.002% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 1,541,124 | $35.09M | 0.4% | +11.6% | 0.136% | |
| 5/1/2024 | Lineweaver Wealth Advisors LLC | 526,356 | $11.99M | 2.8% | +6.3% | 0.047% | |
| 5/1/2024 | Diversify Advisory Services LLC | 169,323 | $3.81M | 0.2% | N/A | 0.015% | |
| 5/1/2024 | SeaBridge Investment Advisors LLC | 635,630 | $14.47M | 3.8% | +0.5% | 0.056% | |
| 4/30/2024 | Private Advisor Group LLC | 575,969 | $13.12M | 0.1% | -15.0% | 0.051% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 15,968 | $364K | 0.0% | -5.8% | 0.001% | |
| 4/30/2024 | Norden Group LLC | 63,875 | $1.45M | 0.1% | N/A | 0.006% | |
| 4/30/2024 | MA Private Wealth | 47,535 | $1.08M | 0.2% | -10.7% | 0.004% | |
| 4/30/2024 | Concord Wealth Partners | 1,863 | $42K | 0.0% | -49.7% | 0.000% | |
| 4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 6,343 | $144K | 0.0% | -62.8% | 0.001% | |
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| 4/30/2024 | True Vision MN LLC | 38,650 | $856K | 0.6% | +34.4% | 0.003% | |
| 4/30/2024 | Perigon Wealth Management LLC | 834,083 | $18.99M | 0.6% | +639.7% | 0.074% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 27,692 | $631K | 0.0% | -6.3% | 0.002% | |
| 4/30/2024 | Privium Fund Management UK Ltd | 210,860 | $4.74M | 2.4% | N/A | 0.019% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 1,728,019 | $39.35M | 0.1% | +75.1% | 0.153% | |
| 4/29/2024 | Greenleaf Trust | 89,525 | $2.04M | 0.0% | +76.5% | 0.008% | |
| 4/29/2024 | Principal Financial Group Inc. | 38,988 | $888K | 0.0% | -2.4% | 0.003% | |
| 4/29/2024 | Seascape Capital Management | 535,355 | $12.19M | 4.5% | +13.7% | 0.047% | |
| 4/27/2024 | Phoenix Wealth Advisors | 94,618 | $2.15M | 1.3% | N/A | 0.008% | |
| 4/26/2024 | Schmidt P J Investment Management Inc. | 972,041 | $22.13M | 4.2% | +8.4% | 0.086% | |
