| 5/17/2024 | Comerica Bank | 17,423 | $827K | 0.0% | -36.1% | 0.020% | |
| 5/16/2024 | Jane Street Group LLC | 523,578 | $24.84M | 0.0% | +29.0% | 0.610% | |
| 5/16/2024 | Global Financial Private Client LLC | 9,752 | $460K | 0.2% | +7.3% | 0.011% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 15,778 | $732K | 0.0% | +69.3% | 0.018% | |
| 5/16/2024 | Dynasty Wealth Management LLC | 29,653 | $1.41M | 0.0% | N/A | 0.035% | |
| 5/15/2024 | Steel Grove Capital Advisors LLC | 7,225 | $343K | 0.0% | -19.1% | 0.008% | |
|
| 5/14/2024 | Wellington Wealth Strategies LLC. | 9,727 | $461K | 0.2% | -54.1% | 0.011% | |
| 5/14/2024 | InterOcean Capital Group LLC | 9,763 | $463K | 0.0% | -64.7% | 0.011% | |
| 5/13/2024 | Secured Retirement Advisors LLC | 18,301 | $868K | 0.7% | -10.1% | 0.021% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 39,684 | $1.88M | 0.3% | -2.6% | 0.046% | |
| 5/10/2024 | Osaic Holdings Inc. | 268,682 | $12.75M | 0.0% | -3.0% | 0.313% | |
| 5/10/2024 | Nwam LLC | 26,544 | $1.25M | 0.1% | -3.0% | 0.031% | |
| 5/9/2024 | Blair William & Co. IL | 16,806 | $797K | 0.0% | -2.1% | 0.020% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 242,474 | $11.50M | 0.1% | -8.9% | 0.283% | |
| 5/8/2024 | FPC Investment Advisory Inc. | 169,592 | $7.96M | 7.8% | N/A | 0.198% | |
| 5/8/2024 | Sheets Smith Wealth Management | 14,740 | $699K | 0.1% | N/A | 0.017% | |
| 5/8/2024 | Hohimer Wealth Management LLC | 9,837 | $467K | 0.1% | -35.0% | 0.011% | |
| 5/7/2024 | Meeder Asset Management Inc. | 112,202 | $5.32M | 0.3% | +5.6% | 0.131% | |
| 5/7/2024 | BCGM Wealth Management LLC | 74,607 | $3.54M | 1.3% | -0.9% | 0.087% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 16,333 | $775K | 0.0% | +114.8% | 0.019% | |
| 5/7/2024 | Wealthspire Advisors LLC | 50,495 | $2.40M | 0.0% | -4.8% | 0.059% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 25,271 | $1.20M | 0.0% | -61.8% | 0.029% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 455,885 | $21.63M | 1.0% | +1.5% | 0.531% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 4,255 | $202K | 0.0% | -10.7% | 0.005% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 6,270 | $297K | 0.0% | -5.2% | 0.007% | |
| 5/3/2024 | Lutz Financial Services LLC | 83,601 | $3.97M | 0.3% | -15.5% | 0.097% | |
| 5/2/2024 | Pittenger & Anderson Inc. | 333,345 | $15.81M | 0.6% | +19.7% | 0.389% | |
| 5/2/2024 | Vantage Financial Partners LLC | 101,050 | $4.79M | 1.3% | +1.1% | 0.118% | |
| 5/2/2024 | Hunter Associates Investment Management LLC | 227,538 | $10.79M | 1.8% | +15.5% | 0.265% | |
| 5/2/2024 | PDS Planning Inc | 45,574 | $2.16M | 0.2% | -7.6% | 0.053% | |
| 5/2/2024 | Argent Advisors Inc. | 37,252 | $1.77M | 0.7% | +6.1% | 0.043% | |
| 5/1/2024 | KFA Private Wealth Group LLC | 9,394 | $446K | 0.1% | N/A | 0.011% | |
| 5/1/2024 | BNP Paribas Financial Markets | 3,916 | $186K | 0.0% | -76.0% | 0.005% | |
| 5/1/2024 | Blue Trust Inc. | 28,685 | $1.36M | 0.0% | -15.6% | 0.033% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 1,201 | $57K | 0.0% | -20.1% | 0.001% | |
| 5/1/2024 | Mission Wealth Management LP | 4,782 | $227K | 0.0% | N/A | 0.006% | |
| 5/1/2024 | Lineweaver Wealth Advisors LLC | 83,313 | $3.95M | 0.9% | +4.7% | 0.097% | |
| 4/30/2024 | Private Advisor Group LLC | 59,480 | $2.82M | 0.0% | +2.3% | 0.069% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 33,287 | $1.58M | 0.1% | -2.4% | 0.039% | |
| 4/30/2024 | Valley Forge Investment Consultants Inc. ADV | 4,890 | $232K | 0.1% | +12.7% | 0.006% | |
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| 4/30/2024 | Delta Financial Group Inc. | 23,796 | $1.13M | 0.3% | -11.2% | 0.028% | |
| 4/30/2024 | Lakeridge Wealth Management LLC | 80,679 | $3.83M | 2.5% | +52.6% | 0.094% | |
| 4/30/2024 | Investment Advisory Group LLC | 46,323 | $2.20M | 0.9% | +1.7% | 0.054% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 246,922 | $11.71M | 0.0% | -8.8% | 0.288% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 6,424 | $305K | 0.0% | -57.2% | 0.007% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 5,635 | $264K | 0.0% | -5.9% | 0.007% | |
| 4/29/2024 | Brio Consultants LLC | 142,624 | $6.77M | 1.1% | -6.5% | 0.166% | |
| 4/27/2024 | Fonville Wealth Management LLC | 105,279 | $4.99M | 2.2% | +5.0% | 0.122% | |
| 4/27/2024 | DORVAL Corp | 187,972 | $8.90M | 4.1% | +2.0% | 0.218% | |
| 4/26/2024 | Opus Capital Group LLC | 9,358 | $444K | 0.1% | -12.5% | 0.011% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 187,292 | $8.89M | 0.6% | +5.5% | 0.218% | |
| 4/26/2024 | Pine Haven Investment Counsel Inc | 9,200 | $436K | 0.4% | +27.8% | 0.011% | |
| 4/24/2024 | Townsend & Associates Inc | 945,072 | $44.42M | 5.1% | +2.3% | 1.098% | |
| 4/24/2024 | Buttonwood Financial Advisors Inc. | 139,144 | $6.60M | 3.1% | +6.0% | 0.162% | |
| 4/24/2024 | Essex Financial Services Inc. | 15,678 | $744K | 0.1% | N/A | 0.018% | |
| 4/23/2024 | IRON Financial LLC | 164,289 | $7.79M | 4.3% | -0.6% | 0.191% | |
| 4/23/2024 | Charter Oak Capital Management LLC | 45,509 | $2.16M | 0.2% | -1.1% | 0.053% | |
| 4/23/2024 | Global Retirement Partners LLC | 24,168 | $1.15M | 0.0% | -1.8% | 0.028% | |
| 4/23/2024 | Oak Harbor Wealth Partners LLC | 6,379 | $303K | 0.1% | -4.4% | 0.007% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 438,281 | $20.79M | 0.0% | -10.9% | 0.509% | |
| 4/22/2024 | Cahaba Wealth Management Inc. | 766,076 | $36.34M | 3.3% | +6.6% | 0.890% | |
| 4/22/2024 | PFG Investments LLC | 5,780 | $274K | 0.0% | -47.6% | 0.007% | |
| 4/22/2024 | Rockwood Wealth Management LLC | 7,343 | $348K | 0.0% | N/A | 0.009% | |
| 4/22/2024 | Raymond James & Associates | 1,200,586 | $56.96M | 0.0% | +3.4% | 1.394% | |
| 4/22/2024 | MBL Wealth LLC | 661,033 | $31.36M | 3.6% | +5.2% | 0.768% | |
| 4/19/2024 | Wealth Management Resources Inc. | 178,380 | $8.46M | 3.7% | +6.0% | 0.207% | |
| 4/19/2024 | Wealthstar Advisors LLC | 42,772 | $2.03M | 0.7% | -0.7% | 0.050% | |
| 4/19/2024 | Hudson Capital Management LLC | 7,256 | $344K | 0.1% | +4.5% | 0.008% | |
| 4/19/2024 | Abundance Wealth Counselors | 167,088 | $7.93M | 1.8% | +7.5% | 0.194% | |
| 4/19/2024 | Valley National Advisers Inc. | 5,790 | $274K | 0.0% | -4.8% | 0.007% | |
| 4/18/2024 | Morris Financial Concepts Inc. | 147,657 | $7.01M | 3.6% | +0.9% | 0.171% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 112,432 | $5.33M | 0.1% | -31.6% | 0.130% | |
| 4/18/2024 | Aviance Capital Partners LLC | 7,822 | $371K | 0.1% | +13.4% | 0.009% | |
| 4/18/2024 | Omega Financial Group LLC | 240,000 | $11.39M | 4.7% | +3.0% | 0.278% | |
| 4/17/2024 | Stephens Consulting LLC | 8,858 | $420K | 0.1% | -31.2% | 0.010% | |
| 4/17/2024 | Founders Financial Securities LLC | 273,817 | $12.99M | 1.4% | -15.7% | 0.317% | |
| 4/17/2024 | Vicus Capital | 22,468 | $1.07M | 0.1% | -6.3% | 0.026% | |
| 4/17/2024 | Baker Ellis Asset Management LLC | 89,650 | $4.25M | 0.6% | +6.8% | 0.104% | |
| 4/16/2024 | Capital Insight Partners LLC | 308,062 | $14.61M | 2.7% | +2.6% | 0.357% | |
| 4/16/2024 | Courage Miller Partners LLC | 482,389 | $22.89M | 7.9% | +0.9% | 0.559% | |
| 4/16/2024 | Maltin Wealth Management Inc. | 19,215 | $912K | 0.5% | +1.7% | 0.022% | |
| 4/16/2024 | Sunburst Financial Group LLC | 26,473 | $1.25M | 0.4% | -28.6% | 0.031% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 49,220 | $2.34M | 0.0% | +21.3% | 0.057% | |
| 4/16/2024 | Arkansas Financial Group Inc. | 176,516 | $8.37M | 1.5% | -0.4% | 0.205% | |
| 4/15/2024 | Aspiriant LLC | 15,015 | $712K | 0.0% | -14.6% | 0.017% | |
| 4/15/2024 | Security National Bank | 1,953 | $93K | 0.0% | N/A | 0.002% | |
| 4/13/2024 | Hoxton Planning & Management LLC | 125,251 | $5.94M | 2.8% | +7.6% | 0.145% | |
| 4/13/2024 | Columbus Macro LLC | 34,404 | $1.63M | 0.6% | +3.7% | 0.040% | |
| 4/13/2024 | Affinity Capital Advisors LLC | 11,092 | $526K | 0.1% | +45.9% | 0.013% | |
| 4/13/2024 | Quad Cities Investment Group LLC | 16,460 | $781K | 0.5% | +1.6% | 0.019% | |
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| 4/12/2024 | Dynamic Advisor Solutions LLC | 92,435 | $4.39M | 0.1% | -31.7% | 0.107% | |
| 4/12/2024 | CGN Advisors LLC | 98,618 | $4.68M | 0.6% | -70.4% | 0.114% | |
| 4/12/2024 | Pacifica Partners Inc. | 1,038 | $49K | 0.0% | +102.3% | 0.001% | |
| 4/12/2024 | Financial Synergies Wealth Advisors Inc. | 65,282 | $3.10M | 0.4% | -71.5% | 0.075% | |
| 4/12/2024 | Traynor Capital Management Inc. | 6,076 | $288K | 0.0% | +42.2% | 0.007% | |
| 4/12/2024 | First PREMIER Bank | 25,333 | $1.20M | 0.3% | +3.1% | 0.029% | |
| 4/12/2024 | Northwest Investment Counselors LLC | 3,988 | $189K | 0.0% | -39.9% | 0.005% | |
| 4/12/2024 | High Net Worth Advisory Group LLC | 7,218 | $342K | 0.1% | -18.2% | 0.008% | |
| 4/11/2024 | City Holding Co. | 44,522 | $2.11M | 0.3% | +1.4% | 0.051% | |
| 4/11/2024 | Opal Wealth Advisors LLC | 306,441 | $14.54M | 4.9% | -29.7% | 0.354% | |
