| 5/16/2024 | Captrust Financial Advisors | 967,408 | $51.65M | 0.2% | +39.5% | 1.115% | |
| 5/15/2024 | SVB Wealth LLC | 202,020 | $10.79M | 0.2% | -9.3% | 0.233% | |
| 5/15/2024 | Flow Traders U.S. LLC | 917,469 | $48.98M | 2.6% | +2,733.7% | 1.057% | |
| 5/15/2024 | Kestra Advisory Services LLC | 300,640 | $16.05M | 0.1% | +14.0% | 0.346% | |
| 5/15/2024 | Brown Capital Management LLC | 77,388 | $4.13M | 0.1% | N/A | 0.089% | |
| 5/15/2024 | Lazard Asset Management LLC | 209,283 | $11.17M | 0.0% | -63.2% | 0.241% | |
|
| 5/15/2024 | Stonebridge Capital Advisors LLC | 28,750 | $1.54M | 0.1% | -7.3% | 0.033% | |
| 5/14/2024 | JT Stratford LLC | 3,916 | $209K | 0.0% | -23.5% | 0.005% | |
| 5/14/2024 | Cadence Bank | 393,238 | $21.00M | 1.5% | -0.8% | 0.453% | |
| 5/14/2024 | OLD Mission Capital LLC | 513,431 | $27.41M | 0.5% | +456.7% | 0.592% | |
| 5/14/2024 | Karpus Management Inc. | 15,606 | $833K | 0.0% | -11.7% | 0.018% | |
| 5/14/2024 | Pitcairn Co. | 199,786 | $10.67M | 0.7% | -0.5% | 0.230% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 1,128 | $60K | 0.0% | -17.1% | 0.001% | |
| 5/13/2024 | Bessemer Group Inc. | 26,121 | $1.40M | 0.0% | -33.8% | 0.030% | |
| 5/13/2024 | Thornburg Investment Management Inc. | 129,662 | $6.92M | 0.1% | +3.8% | 0.149% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 83,282 | $4.45M | 0.0% | +194.0% | 0.096% | |
| 5/11/2024 | Edgestream Partners L.P. | 4,839 | $258K | 0.0% | N/A | 0.006% | |
| 5/10/2024 | Osaic Holdings Inc. | 170,339 | $9.09M | 0.0% | -23.8% | 0.196% | |
| 5/10/2024 | Banco Santander S.A. | 8,288 | $442K | 0.0% | -49.4% | 0.010% | |
| 5/10/2024 | GM Advisory Group LLC | 582,935 | $31.12M | 2.2% | +4.2% | 0.672% | |
| 5/10/2024 | Nwam LLC | 8,274 | $442K | 0.0% | +98.2% | 0.010% | |
| 5/9/2024 | Blair William & Co. IL | 268,809 | $14.35M | 0.0% | +1.9% | 0.310% | |
| 5/9/2024 | Maple Capital Management Inc. | 8,655 | $462K | 0.0% | +10.5% | 0.010% | |
| 5/8/2024 | Cozad Asset Management Inc. | 3,938 | $210K | 0.0% | -11.4% | 0.005% | |
| 5/8/2024 | Bleakley Financial Group LLC | 4,699 | $251K | 0.0% | -45.1% | 0.005% | |
| 5/8/2024 | Heritage Wealth Advisors | 310,104 | $16.56M | 0.6% | -0.5% | 0.357% | |
| 5/8/2024 | US Bancorp DE | 728,171 | $38.88M | 0.1% | +1.3% | 0.839% | |
| 5/8/2024 | Headlands Technologies LLC | 6,743 | $360K | 0.1% | N/A | 0.008% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 27,532 | $1.47M | 0.2% | +9.5% | 0.032% | |
| 5/7/2024 | NTV Asset Management LLC | 52,313 | $2.79M | 0.4% | -4.2% | 0.060% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 44,359 | $2.37M | 0.0% | +113.0% | 0.051% | |
| 5/6/2024 | Mitchell Capital Management Co. | 4,832 | $258K | 0.0% | -91.3% | 0.006% | |
| 5/6/2024 | Financial Council LLC | 51,716 | $2.76M | 1.6% | -4.1% | 0.060% | |
| 5/4/2024 | SPC Financial Inc. | 61,502 | $3.28M | 0.3% | +4.1% | 0.071% | |
| 5/3/2024 | Signaturefd LLC | 76,975 | $4.11M | 0.1% | -9.5% | 0.089% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 74,707 | $3.99M | 0.1% | +10.3% | 0.086% | |
| 5/3/2024 | Whittier Trust Co. | 163,808 | $8.74M | 0.1% | -5.2% | 0.189% | |
| 5/2/2024 | Financial Counselors Inc. | 10,086 | $538K | 0.0% | +5.0% | 0.012% | |
| 5/2/2024 | Jennison Associates LLC | 8,451 | $451K | 0.0% | -88.2% | 0.010% | |
| 5/2/2024 | Graypoint LLC | 28,496 | $1.52M | 0.1% | -12.6% | 0.033% | |
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| 5/2/2024 | Haverford Trust Co | 49,683 | $2.65M | 0.0% | +11.7% | 0.057% | |
| 5/2/2024 | Goelzer Investment Management Inc. | 117,089 | $6.25M | 0.4% | -0.5% | 0.135% | |
| 5/2/2024 | St. Louis Trust Co | 98,154 | $5.22M | 0.8% | +0.3% | 0.113% | |
| 5/2/2024 | CNB Bank | 3,608 | $193K | 0.1% | N/A | 0.004% | |
| 5/1/2024 | GLOBALT Investments LLC GA | 121,830 | $6.51M | 0.3% | -0.2% | 0.140% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 54,974 | $2.94M | 0.0% | -26.4% | 0.063% | |
| 5/1/2024 | Blue Trust Inc. | 129,094 | $6.89M | 0.1% | -23.0% | 0.149% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 231,567 | $12.36M | 0.2% | -5.2% | 0.267% | |
| 5/1/2024 | Diversify Advisory Services LLC | 46,745 | $2.50M | 0.1% | N/A | 0.054% | |
| 5/1/2024 | Private Advisor Group LLC | 7,526 | $402K | 0.0% | N/A | 0.009% | |
| 4/30/2024 | HB Wealth Management LLC | 8,242 | $440K | 0.0% | -67.3% | 0.009% | |
| 4/30/2024 | Strategic Wealth Partners Group LLC | 75,613 | $4.04M | 0.4% | -1.0% | 0.087% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 36,538 | $1.95M | 0.2% | -2.3% | 0.042% | |
| 4/30/2024 | Hazlett Burt & Watson Inc. | 1,747 | $93K | 0.1% | +47.6% | 0.002% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 121,459 | $6.49M | 0.0% | +4.5% | 0.140% | |
| 4/29/2024 | Sierra Capital LLC | 67,802 | $3.62M | 0.5% | -8.6% | 0.078% | |
| 4/26/2024 | Meridian Wealth Management LLC | 4,697 | $251K | 0.0% | -6.6% | 0.005% | |
| 4/25/2024 | Osborne Partners Capital Management LLC | 345,360 | $18.44M | 1.1% | -7.9% | 0.398% | |
| 4/25/2024 | HTLF Bank | 15,242 | $814K | 0.1% | -12.1% | 0.018% | |
| 4/25/2024 | Aaron Wealth Advisors LLC | 100,681 | $5.38M | 0.8% | -0.4% | 0.116% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 70,378 | $3.76M | 0.0% | +27.1% | 0.081% | |
| 4/24/2024 | Oak Family Advisors LLC | 35,350 | $1.89M | 0.7% | +9.0% | 0.041% | |
| 4/24/2024 | Premier Path Wealth Partners LLC | 73,698 | $4.08M | 0.8% | +68.9% | 0.085% | |
| 4/24/2024 | Smith Anglin Financial LLC | 21,451 | $1.15M | 0.1% | -1.0% | 0.025% | |
| 4/24/2024 | Simplicity Wealth LLC | 4,692 | $251K | 0.0% | N/A | 0.005% | |
| 4/24/2024 | Spire Wealth Management | 397,846 | $21.24M | 0.9% | +2.1% | 0.458% | |
| 4/24/2024 | Essex Financial Services Inc. | 4,265 | $228K | 0.0% | N/A | 0.005% | |
| 4/23/2024 | Charter Oak Capital Management LLC | 160,602 | $8.58M | 0.9% | -5.0% | 0.185% | |
| 4/23/2024 | Global Retirement Partners LLC | 76,783 | $4.10M | 0.2% | +6.3% | 0.088% | |
| 4/23/2024 | Twin Peaks Wealth Advisors LLC | 9,441 | $504K | 0.3% | +78.1% | 0.011% | |
| 4/23/2024 | Morton Brown Family Wealth LLC | 2,796 | $149K | 0.1% | -19.5% | 0.003% | |
| 4/23/2024 | Venturi Wealth Management LLC | 2,577 | $138K | 0.0% | N/A | 0.003% | |
| 4/23/2024 | Strategic Blueprint LLC | 6,421 | $343K | 0.0% | +9.6% | 0.007% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 521,188 | $27.83M | 0.0% | +155.1% | 0.600% | |
| 4/22/2024 | Corrigan Financial Inc. | 56,919 | $3.04M | 0.8% | -0.4% | 0.066% | |
| 4/22/2024 | Cahaba Wealth Management Inc. | 7,727 | $413K | 0.0% | -3.4% | 0.009% | |
| 4/22/2024 | Rovin Capital UT ADV | 29,717 | $1.59M | 0.7% | -3.4% | 0.034% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 21,955 | $1.17M | 0.1% | -2.7% | 0.025% | |
| 4/22/2024 | Raymond James & Associates | 177,786 | $9.49M | 0.0% | -5.4% | 0.205% | |
| 4/22/2024 | Cassia Capital Partners LLC | 144,091 | $7.69M | 5.1% | +16.3% | 0.166% | |
| 4/19/2024 | Mad River Investors | 7,747 | $414K | 0.3% | -4.7% | 0.009% | |
| 4/18/2024 | Allspring Global Investments Holdings LLC | 137,650 | $7.35M | 0.0% | +57.0% | 0.159% | |
| 4/18/2024 | Colton Groome Financial Advisors LLC | 6,548 | $350K | 0.1% | +9.3% | 0.008% | |
| 4/18/2024 | Claro Advisors LLC | 20,015 | $1.07M | 0.2% | -26.4% | 0.023% | |
| 4/18/2024 | Mirador Capital Partners LP | 6,695 | $357K | 0.1% | +24.6% | 0.008% | |
| 4/17/2024 | Cornerstone Wealth Group LLC | 395,995 | $21.14M | 1.9% | +0.3% | 0.456% | |
| 4/16/2024 | Tlwm | 802,239 | $42.83M | 9.5% | -1.3% | 0.924% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 99,582 | $5.32M | 0.0% | +39.9% | 0.115% | |
| 4/16/2024 | Procyon Advisors LLC | 19,423 | $1.04M | 0.1% | -1.0% | 0.022% | |
| 4/15/2024 | Eagle Rock Investment Company LLC | 12,000 | $641K | 0.1% | -15.8% | 0.014% | |
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| 4/15/2024 | Flagstar Advisors Inc. | 5,169 | $276K | 0.1% | -9.4% | 0.006% | |
| 4/12/2024 | Factory Mutual Insurance Co. | 1,160,700 | $61.97M | 0.7% | -31.9% | 1.337% | |
| 4/12/2024 | CMH Wealth Management LLC | 226,891 | $12.11M | 3.1% | -4.7% | 0.261% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 11,414 | $609K | 0.1% | -2.8% | 0.013% | |
| 4/11/2024 | City Holding Co. | 1,605 | $86K | 0.0% | -18.9% | 0.002% | |
| 4/11/2024 | Ballentine Partners LLC | 85,015 | $4.54M | 0.1% | -0.3% | 0.098% | |
| 4/11/2024 | O Connor Financial Group LLC | 4,409 | $235K | 0.1% | -7.8% | 0.005% | |
| 4/10/2024 | Park Avenue Securities LLC | 52,569 | $2.81M | 0.0% | +8.5% | 0.061% | |
| 4/10/2024 | Apella Capital LLC | 112,519 | $6.02M | 0.3% | -3.7% | 0.130% | |
| 4/10/2024 | Legacy Private Trust Co. | 334,172 | $17.84M | 1.3% | -4.3% | 0.385% | |
